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.