Month: April 2026

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March 2026: New User Access API Endpoint, API Enhancements, Improved Model Copying for Older Data Table Versions

This release introduces new API capabilities that make it easier to review workspace users and modify projections by adding or removing products directly. We’ve also improved model copies to ensure they retain the appropriate data table references within projection templates.

We fixed several issues to improve stability and ensure more reliable API responses.

API Enhancements

New User Access API

A new API endpoint is now available to review user access within a workspace. This endpoint returns a list of all active users in the workspace, along with their roles. (see /api/v1/Users)

Add Products to Projections via API

You can now add new products directly to a portfolio within a projection using a dedicated API endpoint. This simplifies workflow automation and reduces manual configuration. (see /api/v1/Projections/Portfolios/{portfolioId}/Products)

Remove Products from Projections

A new API endpoint allows you to remove products from projections with ease. This gives you greater control when adjusting the portfolio configuration in a projection. (see /api/v1/Projections/Portfolios/Products/{productId})

Expanded Projection Details for Better Data Visibility

We’ve enhanced the projection details endpoint to include product output grouping information. This provides greater transparency into how results are organized, making it easier to interpret and work with projection outputs. (see /api/v1/Projections/{projectionId})

Enhancements

Improved Model Copy Behavior for Referenced Data

Model copies now include referenced data tables, even when they are not the latest version, if they are being used by a projection template. This ensures greater consistency and reliability when working with model copies that have projection templates with historical table configurations.

Fixes

  • Addressed an intermittent out-of-memory issue during final product aggregation, resulting in more stable processing.
  • Fixed an error where PATCH endpoint requests for data tables and projections could fail when a data table ID was missing, improving API reliability.
  • Corrected an issue where projection virtual folders did not display full paths in the PATCH projection endpoint response, making navigation clearer and more intuitive.
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Life Library Workbook Update 2026.03 – Fixed/Indexed Annuity & Bond Workbook Enhancements

This release delivers a significant set of Fixed/Indexed Annuity and Bond workbook enhancements to enable users to analyze results for policies in the Fixed/Indexed Annuity product and assets in the Bond products more thoroughly and efficiently. The Fixed/Indexed Annuity workbook adds a policy listing to examine all policies at a glance, index crediting details, GMWB analysis improvements, and more. The Bond workbook adds an asset listing and enhances roll-forward details for market value, amortized cost, and more. 

Enhancements / Changes

Fixed/Indexed Annuity Workbook

  • Added a table that lists each model point with key identifiers and attributes to make it easier to find and review specific model points across the workbook.
  • Added index crediting details to enable easier debugging of index values, growth rates, crediting rates, participation rates, caps, etc.
  • Added GMWB-related details to provide additional context around the guarantee, its resets, and in-the-moneyness to help users to more easily understand results.
  • Added Maturities to the Cash Flows page to more explicitly show maturity cash flows alongside other policy cash flows.
  • Separated Gross Cash Flows from Net Cash Flows on the Cash Flows page to more clearly illustrate the impact of reinsurance.
  • Clarified that the Starting Balances table on the Investment Accounts page presents projection start balances, meaning policies issued after the projection start date are correctly excluded.
  • Added a number of usability features to make navigating the workbook and checking results easier.

Bond Workbook

  • Added a table that lists each model point with key identifiers and attributes to make it easier to find and review specific model points across the workbook.
  • Updated roll-forward details for Market Value and Amortized Cost to help review and understand projected results.
  • Updated Market Value roll-forward details to account for 2026.02 library model changes (e.g. to Market Value Per Asset and Spread product variables)