Month: April 2021

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April 2021: Copy Dashboards, Configurable PV Periods + Merging Improvements

NEW

Copy Dashboards

Dashboards (including system dashboards) can now be copied within the Analyze module. This allows users to use another dashboard as a starting point, and copy dashboards between shared/personal spaces.

‘Copy’ option is in the sidebar menu on each dashboard and opens a dialog allowing for a new name.

Copy Projection Templates

Projection Templates can now be duplicated via a ‘Duplicate’ button next to the ‘Create Projection’ button.

Present Value Time Period

Present Value formulas now have a ‘PV Period’ field, allowing users to have more control over the period of the calculation, which can help with accuracy and performance.

Months until policy termination is a typical period to use for policy level PV formulas, which can help improve the performance of the projection.

Merge Product Variable Deletes

Product variable removals/deletes can now be merged in the Change Management module.

We’ve also made some UI updates to this dialog to improve the look & feel.

Model Points & Results Analyze View

A new view is available under the ‘Explore Data’ option in the Analyze module called ‘Model Points & Results’. This is a merged view with both model point fields and variable results, to allow easy dashboard building with a merged view, allowing fields and variables to be viewed side-by-side.

New API Endpoints

New endpoints have been added to the automation API for creating tables and projections programmatically.

IMPROVEMENTS

  • In the debug view, clicking on the variable name now navigates the user to the variable editor.
  • Merged entities are now indicated as such in the sidebar of the merge view.
  • ‘Initial Book Value’ and ‘Initial Market Value’ are no longer system model point fields and can now be edited or removed entirely.
  • Performing a merge that has already been performed now shows a descriptive message instead of an error.
  • When editing the tables on a projection, if there is only one option available it will now be automatically selected.
  • Product Output Groupings now appear on the Inputs Used view on projections.
  • The underlying product name is now shown on the Asset Allocation screen to make it easier to differentiate between products.
  • Significant performance improvements to post-projection portfolio & company level goal seeks formula calculations.
  • We’ve updated the technology in the calculation engine for increased performance and security.

FIXES

  • Creating snapshots no longer shows an empty dialog afterwards.
  • ‘Convert to variable’ option on model point fields is once again working properly.
  • Fixed an issue with some Liability products not properly being auto-detected as Dynamic.
  • Fixed rare case where runs would sometimes get stuck in “Writing Final Results” state.
  • Assumption sets are now properly re-applied when adding a new product to a projection.
  • Fixed an intermittent unknown error when running dynamic arrays with a large number of products.
  • The data table editor no longer allows pasting more than 1000 rows into the editor.
  • Sales & Asset Allocations are now properly versioned when a model point file within the allocation is overwritten via the File Manager.