Month: November 2020

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November 2020: Product Set Overhaul, Table Relationship View, System Dashboard Folders + More!

As we roll into the holiday season, we continue to roll out some great features for you. More flexibility and faster setup means more time to sit back, relax, and enjoy all the pumpkin flavored goodies that make an appearance this time of year.

NEW

Product Sets Have Been Removed

In an effort to make configuration easier, simpler, and more flexible, we have removed the concept of ‘Product Sets’. Instead, products are now attached directly to template/projection portfolios, as well as asset/liability allocations. This accomplishes a few things:

  • Simplifies the setup process, especially for simpler projections.
  • Allows configuration of investment and/or sales allocations that have different products in them than the inforce portfolio contains.
  • Prepares the interface for more complex investment and sales strategies that will be released soon.
  • Clarifies the differences between liability/sales allocations (which now exist under the ‘Dynamic Sales’ area in Assumption Management), and asset allocations (which now exist under the Investment/Disinvestment area in Assumption Management).
The ‘Product Sets’ area in Assumption Management has been replaced with these two options.
Investment/Disinvestment has its own area now. More advanced strategies are coming soon!
Simply add/edit/delete products directly on the allocations. Duplicate products are allowed! This interface is also similar to how template/projection portfolio products are edited now.

Table Structure Relationship View

Want to know all the variables that reference a particular table structure? Now you can! We’ve added a relationship view to table structures to easily trace what uses a table.

Nifty! Navigate here from the table structure details.

New Reporting Dashboard Folders

To help organize the system dashboards, we have added sub-folders for particular types of reports. All folders/groups are collapsible, as well.

Array Index/Value System Variables

For clarity and additional flexibility, we’ve changed the ‘Current Array Index’ system variable to be named ‘Current Array Value’. This system variable still returns the value stored in the array. A new system variable, now named ‘Current Array Index’ has been added and returns the index (starting at zero) of the current array value within the array.

Given an array of [A, B, C], if the system is currently calculating B, value would return ‘B’, and index would return ‘1’.

IMPROVEMENTS

  • Product output groupings can now be merged from the Merge Model Changes page.
  • When merging a dynamic array, the referenced output groupings can now be mapped, instead of copied.
  • The user who ran a projection now appears in the list views and on projection details in the Execute and Analyze modules.
  • Table structure merging performance has been improved.
  • Minor performance improvements when updating a data table causes a new version to be created.
  • Minor messaging and interface adjustments.

FIXES

  • Fixed a display issue with dynamic aggregates that caused the ‘Current Index’ info message to appear in some cases where it was actually referenced.
  • Long lists inside modals now scroll to avoid making the confirm button unclickable.
  • Added a more descriptive message when a self referencing dynamic aggregate causes an infinite loop.
  • ‘Output All Results’ now properly also affects non time indexed portfolio and company variables.
  • Fixed error message when an invalid nested table reference exists during calculation.
  • Single Value Array Formulas are now properly cleared out when formula is converted to a non-array variable.
  • Fixed some instability in the formula builder that sometimes caused duplicate formula tokens to appear.
  • Dynamic array variables that have no results now write a zero value to the DB instead of no value.
  • Fixed an error caused by attempting to compare products without a product selected.