Month: June 2021

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June 2021: Investment Strategy Selling Filters, Change Management Updates, and Dynamic Variable Rate Selection

NEW

Investment Strategies: Pro-rata Selling Filters & Version Selection

Filters can now be added to Pro-rata selling rules to sell a subset of the portfolio.

Default behavior will sell all assets in the portfolio pro-rata.
In this setup, only model points in the ‘Mortgages’ or ‘Bonds’ asset groups will be sold pro-rata.

Older investment strategy versions can now be viewed via a dropdown under the name.

Older versions can also be navigated to directly through ‘Inputs Used’ in the Analyze module.

Variable Rate Selection by Formula

Variable rates can now be calculated when reading from the scenario table. Simply specify a formula that returns the name of the Variable Rate to be used.

If dynamic selection is not needed, we recommend using the simpler variable option for performance reasons.

Change Management Updates

The Compare Projection interface has been updated to the new design. In addition, the Projection ID has been added for searchability.

Company Variable deletions can also now be merged in the Compare & Merge Models functionality.

Application Programming Interface (API)

New API endpoints have been added for updating data tables and retrieving/running projections programmatically. We’ve also made backend improvements for increased performance and security.

IMPROVEMENTS

  • We’ve made performance improvements around result writing in the calculation engine, particular for dynamic runs that have very few model points.
  • Yield Curves now allow for up to 100 years of rates.
  • We’ve made some improvements around the stability of automatic updating and detection of more complex array variable chains to avoid manual intervention after significant changes.
  • We’ve improved validation in multiple areas around array variables, including more complex multiple array dependency chain detection.

FIXES

  • The Goal Seek ‘Target Variable’ no longer sometimes appears blank in the relationship view’s formula builder.
  • New data table columns are now properly propagated to newly versioned tables upon creation of the column in the table structure.
  • Drag & Drop on table structures no longer stops functioning after deleting a row.
  • Deleted products are now properly filtered out of the Table Structure deletion confirmation modal.
  • Fixed front-end display of dependent array on Company Variables that depend on a Product Output Grouping array.
  • Fixed an issue when pasting invalid data into the table editor for a table reference cell.
  • Fixed an issue with saving imported data tables due to versioning.
  • Fixed an issue causing model point level results to occasionally be unavailable, depending on settings.
  • Fixed an error that sometimes occurred when using a range array variable within a dynamic aggregate formula.