NEW
API to Automate your Valuation Workflow
The Slope API now covers full valuation workflow automation so clients can increase valuation reporting cycle efficiency. Interested clients should speak with their account representative to learn more.
CHANGES
‘Output Variable’ property has been split into two unique settings.
To give users more granular control of their projection runs, we now have ‘Output Variable’ and ‘Always Calculated’ settings.
The ‘Output Variable’ setting indicates if the variable is output to the reporting module during model execution. This setting should be unchecked for intermediate calculations that do not need to be used for reporting to aid with run time performance.
The ‘Always Calculated’ setting should be unchecked if you wish to skip calculating this variable when it is not referenced. Previously, all product and portfolio aggregate variables were always calculated even if they were not directly referenced by another variable.
IMPROVEMENTS
Economic Scenario Enhancements
- When using the New York 7 Economic Scenario Generator, you can now pull the US Treasury rates for a given start date from the SLOPE interface with the click of a button.
- Economic Scenarios can now be downloaded directly from the Economic Scenarios Tables screen so that you don’t have to navigate to File Manager to download.
- Users can now run a projection without a scenario file if none of the variables contain a Scenario Table Formula or Present Value
Investment Strategy Enhancements
- Investment strategies can now be copied so existing strategies can be used as a starting point rather than creating all new strategies from scratch.
- Users can now view older versions of investment strategies from sales and asset allocations views. Older versions are available in read-only mode.
Additional Improvements
- Dates can now be used for Min/Max array aggregation so that you can get the earliest or latest date from a set of array results.
- Updated labels on Product-related entities across the site to provide clarity (e.g. Model Development → Model → ‘Products’ button updated to ‘Product Definitions’).
- Split Mortality Tables into their own section on the Inputs Used Page for clarity.
- Updated the following to sort in alphabetical order:
- Drop downs found within the Confirm Merge modal
- Tags within the variable filter drop down
- Mortality tables on the Mortality Table Detail screen
FIXES
- Goal seek formulas now automatically calculate the target variable without requiring ‘Always Calculate’ to be set.
- Arrays that recursively reference themselves will produce the correct output.
- Time Index controls now properly update when switching between Force Recalc variables on the debug view.
- Formula validation errors now consistently display upon load of a variable with errors.
- Invalid date format errors in file-only tables now have a descriptive error message.
- The Change Management UI will now display the different names and versions of model point files in the comparison pane.