November 2023: Merge New Investment Strategies & Asset Allocations, In-App Support Improvement and Fixes

New

Merge New Investment Strategies and Asset Allocations

Slope will now show Asset Allocation and Investment Strategy adds, changes and deletes and will allow clients to merge new Asset Allocations and Investment Strategies from one model to another. This is done using Compare & Merge Models found in the Governance Module.

This screenshot shows how new Investment Strategies are shown in green and can be merged from one model to another.

Surfacing Relevant Support Documentation on Model Development Pages

When you are in the Models module and click the Resource Center (question mark found in the lower right corner of the application) and select the ‘Help Center’ section, you will now find relevant support documentation surfaced. In the next couple of weeks, you will see relevant support content surfaced for all pages of the support application.

Enhancements

Creating a New Table Structure Now Loads the Data Table on Screen

Now when users create a new table structure, give it a name and click save, they will see the table structure loaded on screen so they can immediately beginning editing and adding columns.

Fixes

  • The default value rows when a data table is used as a data table array are now being excluded so that the debug view shows the expected result.
  • Resolved an issue in which the second instance of a dynamic product was being processed statically.
  • Terminated model points are now being filtered from target value match and pro rata investment strategy rules.
  • Filtered pro-rata investment strategies will no longer fail when there is a backup sales step.
  • The copy model page should now consistently load without requiring a page refresh.
  • Images from support documentation are now loading properly within the Resource Center found in the lower right corner of the application.
  • Validation will no longer incorrectly force variables referencing non-time indexed variables to be set as time-indexed.
  • High Performance Mode post projection variables will no longer fail due to an incorrect missng array value.