NEW
Copy Model: Auto-Include Required Tables
When selecting Products, Portfolios and Projection Templates to include in a model copy, Slope will automatically include the necessary Data Tables and Mortality Tables with the new “Auto-Include Required Tables” toggle enabled.
Upon click of Create Copy, a new confirmation modal will list all of the selected entities, files and automatically included data and mortality tables that will be included in the copy.
Analyze: Looks for Automated Projection Results
Looks are now available in the Analyze module and allow clients to save a data query with filters and visualization for reuse on multiple dashboards. Looks have been added to the Analyze module so that API clients can retrieve the raw results data file for the Look via the API. To pull the raw data file for a Look, create the look in the interface and pass the Look ID into the POST Reports/Looks endpoint.
Looks can be created using the + button found on the Your Looks and Shared Looks sections of the left hand rail. Looks can also be created from existing Dashboard Tiles by clicking “Explore from Here” found under the context menu (three dots) and then clicking edit and saving as a Look.
For clients not using the API, Looks can still be used within the Analyze module as reusable dashboard components. When the Look is updated, all Dashboard’s that contain the Look are also updated.
IMPROVEMENTS
Projection and Template Updates
Projection templates can now be created from projections so that once the desired settings and inputs for a projection are finalized, they can be turned it into a template for future runs. This functionality is available under the new, consolidated Actions menu found in the top right corner of a projection.
Data Tables that are referenced by variables excluded by tags in a projection no longer need to be configured to run the projection. These tables which are unnecessary to set due to the variable(s) referencing them being excluded will now appear in an “Unused Tables” section and selecting a table for the structure will be optional in the event the table is indirectly referenced by a variable that is not excluded.
API Updates for Valuation Automation
- Added table name and version to the Patch Projection endpoint so API users can specify which table to update using table name as an alternative to Data Table ID.
- Added the version number next to the latest version of data tables in the SLOPE interface so that it is easy to identify the version number for the API.
- Separated the Scenario Tables endpoint into POST and PATCH endpoints for the creation and updating of Scenario Tables.
- Created a Github repository with sample API Scripts in python available here.
To learn more about the SLOPE API, visit our FAQ page.
Additional Enhancements
- Slope Library Models are now available as a source for merging for efficiently merging changes and updates into working models.
- Model Compare is now identifying changes in before/after investment timing selected on Product Aggregates.
- Product Aggregate Results (Grouped) explore now returns all results when filters are empty.
FIXES
- The ID column has been added to the grouped list view of projections found in the Execute module for consistency with the ungrouped view and to align projection metadata (e.g. Model Name) under the proper header.
- A data table loading issue has been resolved.
- Single Value (Formula) variables now reference dynamic array values from the correct time period.