April 2020: New Debugger, Investment/Sales Flexibility, and Data Type Conversion Formula

We hope everyone is adjusting to this new normal and staying well during these unprecedented times. Our team is hunkered down and working from home, and we continue to work harder than ever to push out new features for our users. We hope you enjoy, and if you have any questions, please reach out to your dedicated account rep!

NEW

Debug View

Clicking on any result in the dashboards (when filtered down to a single calculation result) opens the new debug view in a new window/tab. This in-line debugger allows users to easily see the results of the current variable along with the variables it depends on. Quickly navigate through time periods, array values, etc to quickly debug problems with your model (that might not even be throwing an error!). Read more on our support site.

  • Access this page from the results view (by clicking on the result value) or the error summary (by clicking on the error and then ‘Debug Formula’)
  • Quickly navigate between variables using the autocomplete dropdown at the top of the page, or by clicking variable results inside the formula view.
  • Navigate to a particular time index, or browse results by incrementing/decrementing.
  • Quickly change array values for variables that depend on arrays to compare results.

Investment/Sales Flexibility

To allow for the maximum amount of flexibility when implementing cash management, we’ve decided to do away with the concept of “Cash Management Strategies” and instead offer users the flexibility to define variables to control this. As a result, Cash Management Strategies and Legal Entities have been removed from the system since they are no longer needed. They have been replaced by three variables on each portfolio: Cash Before Investment, Asset Purchase Amount, and Asset Sales Amount. New Business Sales Amount still exists and functions as it did before, with the added flexibility of being able to apply new business with any desired frequency.

New Business and Investment will happen in the same processing order during calculation as they did before, but now with the ability to handle frequency, amounts, etc in any way you choose.

Data Type Convert Formula

A new formula exists in the formula builder to convert (almost) any data type to (almost) any other data type. This can be helpful when doing comparisons of two different types.

As part of this change, we’ve reorganized the functions within the formula builder, splitting financial functions from utility functions. See below for the new organization.

IMPROVEMENTS

  • The maximum cold start wait time for a new VM to spin up when queueing a projection has been reduced from approximately 10-12 minutes to approximately 2-2.5 minutes, because no one likes waiting!
  • The tenant/workspace field has been removed on login to make things simpler. Instead, users with access to multiple workspaces will select the workspace they want on a new page before the login flow completes. Users with access to only one workspace just get to type less when logging in!
  • A new help menu has been added with options for accessing the Help Center, opening a new Support Ticket, and E-mailing support directly.
  • Model validation performance has been improved to help with stability issues involving the error count.
  • The division sign on the formula builder has been changed to ‘/’ to make it easier to distinguish from other operators.
  • When the Current Date formula fails to calculate due to an out of range issue, a more informative message is logged in the run logs.
  • Model point file templates now export the columns in alphabetical order, to match the interface.
  • Performance improvements during various entity deletion.
  • Performance improvements when queueing a large number of scenarios.
  • Minor text and styling updates.

FIXES

  • Formulas that are changed from Data Table data type to something else can now be referenced properly in the formula builder without having to clear out the table structure selection from the variable.
  • Table index names now always properly appear in the formula within the relationship view, and the formula now shows up properly in Internet Explorer as well.
  • Tables no longer referenced by a model no longer occasionally appear in the table delete confirmation dialog.
  • Stability fixes around array variable detection
  • Table structure columns no longer get duplicated in certain situations.
  • Minor stability fixes on the validation details page.

OPERATIONS

  • Various updates to backend libraries and code improvements for increased security, maintainability, and performance.
  • We’ve made several backend updates to help us service our clients more effectively including the ability to troubleshoot issues faster as well as have finer control over enabled features.