admin – Page 7 – Release History

Release 2018.8

Introducing Product Sets! This feature changes the way products are associated to portfolios and projections, greatly increasing the flexibility and allowing changes at run time instead of model development. For more information, see our updated help sections.
Assumption set names now display next to data tables and mortality tables that they are responsible for setting, on both templates and projections.
When viewing reporting dashboards, filters now persist across dashboard viewing to make viewing related information easier for users.
Users can now see projection name and run status on the model results main page.
Variable names are now sorted in the Portfolio and Product edit modals.
Current time index is added automatically in the formula builder when referencing a time index variable.
Minor bug fixes and performance improvements.

Introduced the ability to include data tables and mortality tables when exporting a model.
Introduced a setting to indicate “output” variables, which allows users to omit intermediate calculations to the output if they are not necessary, allowing for cleaner output and potential performance gains during a run. This setting can also be overridden on an individual projection to output all variables.
Products can now be duplicated.
Users can now jump directly to execution results from the execution monitoring page upon completion or failure of a model run.
Validation icons now update in real-time without page refreshes, matching the functionality of validation messages.
UI and functionality improvements to the operand control in the formula builder.
Bug fixes, performance improvements, and technology upgrades.

Improved model run logging now shows table read errors to help improve the troubleshooting process.
Improved dashboard filter interface now allows users to select multiple options from known values (such as scenarios, products, etc) to speed up the process of filtering dashboard data.
Redesigned model export now allows users to specify subsets of portfolios and projection templates to be included in the exported model.
Introduced the ability to include associated model point files when exporting a model.
Exported models are now compressed to reduce their size.
Added spread formula to present value calculations to adjust spot rate at each duration for discounting cash flows.
Simplified model point field interface by removing sort order from model point fields to allow fields to be read in any order as long as they exist in the file. Field names must be unique as a result.
Bug fixes, minor interface improvements, and performance improvements.

Introduced projection run logs which can be viewed in the reporting module after a run completes.
These logs include detailed information regarding what the calculation engine is doing as well as robust
error information when a problem occurs.
Introduced a financial projection validation summary page where users can see all validation messages
at once and drill down into details
Users can now delete model run results once they are no longer needed
Improved financial projection validation logic around scenario data
Improved data table import interface
Interface/styling was improved on model details page
Improved user feedback on trial limitations
Miscellaneous bug fixes

Introduced the ability to apply multiple assumption sets to projections and projection templates, enabling stacking of assumption sets
Added additional fields to reporting output to make certain reports easier to manage
Improved model run exception handling
Improved projection validation
Various display and visual improvements
Bug fixes and performance improvements

Major improvements to Projection Run screen, including improved interface and user feedback.
Minor interface updates throughout site
Minor bug fixes & performance improvements