May 2023: Projection Workflows, Search for Operand in the Formula Editor, New Navigation & More

New

Projection Workflows for Sensitivity Analysis & IFRS 17

Clients can now group and kick off multiple projections in a workflow to allow for easier setup, execution and reporting. The most common use cases for using workflows include IFRS 17 reporting and sensitivity analysis which both require running multiple projections. For information on how to create and run a workflow, visit our support documentation here.

Search for Operand in Formula Editor

Users can now type to search for an operand (variable, data table, formula, etc) for faster formula creation.

After clicking the formula wheel icon (orange circle with three bars), simply begin typing to search across variables and formula types. In the example below, searching for Lapse returns several variables and data tables to select from. Upon choosing the desired operand, you will be prompted to provide any additional details.

Enhancements

Updated Navigation & Projection Changes

The top navigation menu has been updated to provide more descriptive labels. We have also combined the Execute and Analyze modules into a single module now called ‘Projections’. Selecting a projection that has not been run or that is actively running, will open the Projection Details screen. Selecting a projection that has been run, will open the Workbooks screen so you can view results.

In addition to these navigation updates, clients can now duplicate not started and running projections.

View Relationships for Model Point Fields

Users can now view the relationships for Model Point Fields from the Model Point File Definition using a new option within the action menu found next to each field.

Model Copy No Longer Includes Unnecessary Table Structures and Tables

When copying a model (e.g. The Slope Life Library) and selecting some but not all products, the table structures and tables that are not used by the selected product(s) and portfolio(s) on the copy will be removed from the copy. This is to eliminate unnecessary tables from showing up in models and projection templates.

Model Comparison Performance Improvement

The Model Comparison feature found within the Model Governance module is now faster allowing for a quicker review of differences between two models.

Default Cursor in Modals

Now the cursor will default to the first field in a modal so that users can immediately begin typing into the first field without first having to select or click in the field. (e.g. Name on the Create New Variable modal)

Ability to Map Array Values when Merging

Users can now map array values when they are merging a variable with a formula that uses a static array with single value aggregation so that their formula is valid in the target model following the merge.

Fixes:

  • Files with special characters in the worksheet name can now be uploaded without error.
  • The correct excel row # for errors will now be reported when loading model point files (previously off by 1).
  • Projections run with models that are set to “Copy Only” are again showing in the projection list.
  • The Merge module will now show all arrays when merging a variable with a formula that references a static array with single value aggregation set or a constant with a data type of array.
  • When merging an IRR formula, the Merge module will detect and show differences for the Behavior and On Failure (warn/ignore) fields.
  • Run Logs are again available for projections that Failed to Start.
  • Users should be now be able to consistently access Slope Academy when logged into the Slope application.