Month: March 2019

In this release, we’ve focused on a significant number of “quality of life” improvements that we’ve received as feedback or have noticed internally. We hope you enjoy!

NEW

• Projections can now be deleted in bulk in both the Execute and Analyze areas.

• Specific dashboard results can now be shared via a new button that copies a URL to the clipboard. The link will take a user to the exact dashboard result, including any filters that have been applied.

• A runtime counter now displays during model execution and after completion.

IMPROVEMENTS

• Relationship View improvements:
  • A new link has been added to load the variable editor for a selected variable.
  • Double-clicking a node now loads the relationship view for that variable.
• Variable editor improvements:
  • When filtering variable lists, a filter indicator will now show up showing that a filter is applied. Clicking on the icon will clear any filters.
  • Last modified information is now displayed on variable details.
  • Input table column names are now sorted in the formula builder.
• Projections can now be deleted from their details page.
• Keyboard navigation is now supported within dropdowns in the table editors.
• The Input Tables section in model development has been renamed Table Structures and simplified to focus on table definition editing to enable faster editing while also helping with the conceptual separation of model code vs model assumptions.
• Newly uploaded files in the file manager will now display an “Uploaded On” timestamp as well as the user that uploaded the file.
• Panels in the diff view in Change Management displaying a change to an entity are now collapsible.
• We’ve improved the messaging around goal seek formulas that do not converge.
• Data table descriptions can now be edited.
• Model tags are now copied when copying a model.
• A more appropriate error message is now displayed when a file type cannot be determined during file selection.
• The Model Copy and Model Export views are now sorted.
• Performance improvements have been made in the calculation engine.
• The Initial Premium system model point field has been removed.

FIXES

• Fixed problems that sometimes occurred while parsing delimited flat files during data table import. Column headers are now also case insensitive.
• Fixed an error during projection comparison.
• Switching between a report with filters to one without now properly clears the filters section.

NEW

• Formulas can now be ungrouped in the formula builder via a new icon at the top of any grouping.

• A new “Rolling Value” formula type is available on all variables, which allows users to calculate a moving value (average, min, max, median, sum) of a time indexed variable over time.

• A new option is available on templates/projections that allows users to run variables with no tags in addition to the selected variable tags, if any are applied.

IMPROVEMENTS

• “Sparsely” populated scenario files are now supported, allowing users to carry values forward over time and only specify time indexes where there is a change in value.
• In preparation for future model governance features, Projection Templates have been moved to the Assumption Management module to more easily distinguish model code from model assumptions.
• “Economic Scenarios” section in the Development module has been renamed “Economic Scenario Structure” for clarity of intent.
• File names are now included in the deletion confirmation in the file manager, to help users be sure they selected the right file to delete.
• Dashboard filters are now expanded by default in the reporting module.
• Product aggregation options can now be set during creation in addition to editing.
• Performance improvements have been made around model point file validation.

FIXES

• Pressing the “Return”/”Enter” key while editing constants in the formula builder will now “commit” the changes without removing the formula.
• Fixed a slight flicker when loading pages with tag filter controls.
• Fixed issues with less common file delimiters during parsing in the calculation engine.
• Error messages when parsing investment files in the calculation engine are now propagated to the run logs appropriately so users can more easily troubleshoot.
• Fixed an issue causing company calculations to error inappropriately when relying on a non-output portfolio variable aggregation.