New Features

New API Endpoints

We have introduced the following new API endpoints, organized by resource type for easier reference:

DecrementTables

• GET /api/v1/DecrementTables/{DecrementTableId}
  • Retrieve a decrement table by ID

ImprovementScales

• GET /api/v1/ImprovementScales/{ImprovementScaleId}
  • Retrieve an improvement scale by ID

Models

• GET /api/v1/Models/{ModelId}/ScenarioTables
  • List all scenario tables in a given model
• GET /api/v1/Models/{ModelId}/ImprovementScales
  • Retrieve all improvement scales in a given model

TableStructures

• GET /api/v1/TableStructures/{TableStructureId}
  • Retrieve the details of a given table structure
• GET /api/v1/TableStructures/{TableStructureId}/DataTables
  • List all data tables in a given table structure
• GET /api/v1/TableStructures/{TableStructureId}/Columns
  • Retrieve all columns in a given table structure

ScenarioTables

• GET /api/v1/ScenarioTables/{ScenarioTableId}
  • Retrieve the details of a given scenario table

Enhancements

API enhancements

• The following endpoints are now paginated:
  • GET /api/v1/Files/GetFiles
  • GET /api/v1/DataTables/Data
• Added an optional “Content-MD5” parameter to the GET /api/v1/Files/GetUploadUrl endpoint
• Added a parameter to filter the GET /api/v1/Files/GetFiles endpoint by folder path

Other Enhancements

Compare & Merge

You can now use Shift + Click to select a range of items in the Compare & Merge tool. This allows users to select or deselect a subset of elements to merge rather than selecting them one at a time.

Confirm Merge

We have also streamlined the confirm merge window and added a filter to view all mappings, just the unmapped items, or just the successfully mapped items.

Formula Builder

You can now search in the formula builder to quickly add the following elements:

• Search “Array Value” to add an array value constant
• Search “Day of”, “Month of”, “Year of”, or “Time of” to add the corresponding date part

Fixes

API Fixes

• The correct error is now being thrown when file tabs are not populated in the PATCH /api/v1/Projections/{projectionId} endpoint
• The Data Table ID is again optional in the POST /api/v1/DataTables/{DataTableId} endpoint
• The GET /api/v1/DataTables/Data is again returning row data in the correct column order
• The POST /api/v1/Projections endpoint now supports either path parameters or request body payload

Other Fixes

• Grouping parentheses in formulas is now always shown in the Compare Products tool
• We are again showing the model name in the confirm merge window when removing data tables from a target model
• Backend stability improvements for very large HPM projections with product aggregations
• Users can again retrieve treasury rates in the Economic Scenario Generator
• Errors are now being shown correctly when the error limit on a projection is small (~10), and the error limit is reached

Deprecated / Removed Features

API Endpoint Deprecations

In conjunction with the new API endpoint structure, the following legacy endpoints have been deprecated and replaced with…

• GET /api/v1/DataTables/List
• GET /api/v1/DecrementTables/List
• GET /api/v1/TableStructures/List/{ModelId}

Promoted Production Models

Workspace models can now be promoted to “Production Models” within your workspace. Promoting allows you to designate a model once development is complete. Once a model is promoted, it is locked and cannot be edited. Production models can still be copied, used in projections, and used in the Governance module as a source when comparing and/or merging.

Promoting cannot be undone, and promoted models cannot be deleted.

Once promoted, Production Models are shown in the “Production Models” tab of the model list.

Users must have a dedicated Production Admin permission to promote a workspace model. Contact support@slopesoftware.com to assign a Production Admin for your workspace.

AI Reporting Features

Use AI with Formulas

You can now use AI to write new formulas, correct formula errors, and explain existing formulas applied to elements in workbooks. These AI capabilities can help enhance productivity and accuracy, ensuring you get the most out of custom calculations and available functions.

Explain charts with AI

The Explain this chart feature uses AI to instantly generate a description of any chart. Details can include key insights, observations, data distribution summaries, and other context that can enhance your understanding of visualized data and help drive informed decisions.

Compare & Merge Enhancements

We are actively working to make comparing & merging models faster and easier. You can now merge the following:

• Data Table deletions
• Multiple Improvement Scale additions at once
• Multiple Product additions and deletions at once
• Multiple Portfolio additions and deletions at once
• Multiple new values for a static array at once

API Enhancements

We have introduced a new GET /api/v1/Models/{modelId}/ProjectionTemplates endpoint, which allows you to pass in a model ID and get a list of all Projection Templates that exist on this model.

We have also made the following API enhancements:

• The GET and PATCH /api/v1/Projections/{projectionId} endpoints have been aligned so that the response from the GET endpoint can be seamlessly passed into the PATCH endpoint
• The PATCH /api/v1/Projections/{projectionId} endpoint now supports setting a scenario table subset
• The POST and PATCH /api/v1/ScenarioTables and points now support setting the Short Term Interpolation Method. If no value is provided when creating a new table, we default to Annual Effective Rate
• The POST and PATCH /api/v1/DataTables endpoints now support setting the Index Column Read Method. If no value is provided when creating a new column, we default to ‘Exact Match’
• Improved error messaging in the /api/v1/Reports/Workbooks/{id} when an element cannot be downloaded

Other Enhancements

• You can now copy an Assumption Set

• When a table used in a projection has been deleted, we indicate it is deleted in the Projection details
• We now show an information message when a formula uses an unnecessary Single Value Array Aggregation

Fixes

• The Rounding function is now correctly truncating the correct number of decimal places
• Results are displaying correctly in the Debug view for two-dimensional product array variables referencing other two-dimensional product array variables and for two-dimensional portfolio array variables referencing a one-dimensional product aggregate array variable
• Links from the Relationship View are again working
• The Standard Deviation parameter in the Statistical Distribution function for Normal and Lognormal distributions has been correctly labeled

New

Personal API Tokens

Users with API access now have the ability to create Personal API tokens in addition to Workspace API tokens

Personal API tokens are generated at the user level and impersonate the access of the user who creates them. This includes the system roles/permissions and individual model permissions.

Workspace API tokens give users access to call any endpoint for any model in the workspace, regardless of the user’s individual permissions in the platform.

You can generate and access API tokens by selecting the user icon (👤) in the top right of the application, then selecting “Administration”.  See this support article for more information.

Enhancements

API Enhancements

• The GetProjectionDetails endpoint now includes the Model ID and Scenario Table ID
• The GetFileUploadUrl endpoint now includes an optional “Content-Type” parameter

Copy Link to Variable

You can now quickly get a direct link to a variable in your model by hovering near the “Variable Properties & Documentation” header next to the variable name

Error Indicators on Product and Portfolio List

If a product or portfolio contains a variable with an error, we show an error icon next to that product or portfolio in the list. This can help quickly identify entities in the model that need review.

Enhanced Configuration When Converting Variable to Model Point Field

When converting a variable to a Model Point Field, you can now set the Aliases, Default Value, and Required fields all in one window.

Additional Projection Details

You can now see the Projection name and completed time for a run in the header of the Projection Details

Other Enhancements

• The “Set Tables to Latest Version” setting when duplicating projections now applies to Scenario tables in addition to data tables
• You can now select the folder for a model upon model creation

Fixes

• HPM projections no longer fail to complete when the projection contains zero model points
• Economic Scenario Generator can now retrieve the 2025 US Treasury rates
• We are again showing the difference in the Compare view for company variables when the variable uses a static array and a single formula for all array values

Enhancements

Freeze Columns in Pivot Tables

Pivot tables now support the ability to freeze or unfreeze the position of columns.

Search “True” or “False” in Formula Builder to Insert Boolean Formula

You can now search “True” or “False” in the formula builder to quickly insert a Boolean constant with “True” or “False” automatically set as the value.

Fixes

• Switching the array in variable properties from a one-dimensional array to a two-dimensional array that contains the original array correctly retains the formula per array value if applicable
• The GET projection endpoint is now correctly returning a status when a filter is applied
• Data tables are no longer being erroneously created on import when files are missing column names

Enhancements

Model Lineage Shows the Model Source and Other Details

Model details now include additional information to help keep track of a model’s source and history. The “Copied From” field shows which model was copied to create the model you’re looking at (source). You can link directly to the original model as long as it has not been deleted.

Model details now also include the “Created On” date and the model folder if applicable.

Option to Not Reset Table Version Numbers on Copy

Users now have the option to reset or not reset table version numbers when copying a model. When copying a Library model, this box will be checked by default. All other models have this box unchecked by default so that you maintain table version numbers from the source model.

Show Nested Table Version Numbers When Comparing Tables

Users will now see the version numbers of nested tables when using the Compare Tables tool.

Fixes

• Model copies are no longer failing when model permissions are set to Shared with Specific Users
• Projections with over 4000 scenarios are no longer failing validation
• When changing an array to Calculated Range Array from any other type, values are no longer being incorrectly reset to ‘0’
• Memory issues no longer result in Model Point Results not getting written
• Portfolio variables with commas in their name can now be selected as the Scenario Source in a Present Value formula or Yield Curve Merge formula for a product variable

New

Yield Curve Merge Function and Related Enhancements

Yield Curve Merge

The new Yield Curve Merge function combines two yield curves into a single curve. The feature allows you to apply a variable spread at each point along a yield curve. Yield Curve Merge can be found under the Tables section of the formula wheel. 

The Yield Curve Merge function takes in two yield curves and combines them using the specified parameters. You can read more about the Yield Curve Merge function and how to set it up in this support article.

Yield Curve and Scenario Table Data Types for Variables

In tandem with the Yield Curve Merge function, we have introduced new “Yield Curve” and “Scenario Table” data types for variables. These additional data types allow you to create variables that return a yield curve or a scenario table. Variables with these data types can be used in the Yield Curve Merge function and in the Scenario Table Lookup function.

Nested Scenario Tables

We now support nested Scenario Tables in table structures. You can define a Scenario Table column within your table structure and perform a lookup to return a scenario table in a variable. Read more about nested tables in this support article.

Updated Scenario Table Lookup Function

The Scenario Table Lookup function now includes an additional “Scenario Source” parameter to specify the source of the scenario table. You have the option to use the Projection Scenario, a Scenario Table Variable, or a Yield Curve Variable. Read more in this support article.

The Present Value formula also uses the Scenario Source parameter when the Yield Curve rate type is selected.

Fixes

• Unknown errors are no longer occurring when validating calculated range array set up for dynamic products
• Errors are no longer occurring when using a large number of model point filters then uploading a model point file in a projection
• Rare hardware failure no longer causes intermittent missing product aggregate results.

New

HPM Debug Mode and Computation Profiling

HPM Debug Mode

We have released some powerful new tools within High Performance Mode to help with troubleshooting models and improving model efficiency

When a projection is able to run in High Performance Mode, you can now enable “Debug Mode” as well. This option will limit your run to a subset of scenarios and model points, and will automatically enable other projection settings necessary for troubleshooting including Output All Results. Read more about HPM Debug Mode here.

Computation Profiling

Computation Profiling is an option for HPM Debug runs that tracks the computations done across variables within a model. This powerful feature can highlight where the model is doing the most work and pinpoint inefficiencies. Profiling also allows you to see the proportion of work done at each variable level and in the main vs. post projection loops. Read more about Computation Profiling here.

Enhancements

Retain Formula Per Array Value in Formula Builder

Within a variable’s properties, you can now seamlessly switch from a static array to a two-dimensional array without losing the formulas per array value. As long at the original array is one of the two dimensions, you can switch and retain all formuals.

Output Model Point Results for Future Time Periods (HPM)

For projections run in High Performance Mode, you can now output future time period results at the model point level.

Minimum and Maximum Aggregation for Product and Portfolio Variables

When referencing a Product array variable within a Portfolio variable, or referencing a Portfolio array variable within a Company variable, there are now the additional “MIN” and “MAX” options for aggregation.

Fixes

• Resolved an issue where duplicate results could get written when hardware failures occur
• Column in allocation Model Point File is no longer being ignored when the same inforce product does not have the column
• Debug View shows the proper time controls when selecting a Force Recalc variable
• Debug View again shows results for Force Recalc non-static array value
• Improved error message when scaling a model point field fails during new business/investment due to missing model point field
• Projection should no longer fail to start while parsing a large scenario file

Enhancements

“Copy Only” Model Permissions is now “Copy”

Model permissions are now more flexible. Users can enable the “Copy” permission for a model along with other combinations of model permissions. For example, you can grant users permissions for “Copy” and “Model Execution”, and “Model Results”. See this support article for more information on model permissions.

Get Projection Endpoint Returns Configured Data Tables

The Get Projection API Endpoint will now return all data tables configured on a given projection. Additionally, there is a new, optional “Fields” parameter which allows you to filter the top-level fields that get returned. We encourage using this parameter to reduce the amount of data being returned and to make your API calls faster.

Links to Sales Allocations from Projection

You can now link directly to a Sales Allocation from a Projection or Projection Template.

Fixes

• The selected virtual folders now remains selected after deleting a projection from the folder
• Re-uploading a Scenario file to the same folder no longer changes Rate Type and Interpolation Method
• Performance optimization to the Get Projection API endpoint

UPDATE: Important information about new warnings and errors on your models. 

On September 25^th, we released a new validation feature related to calculated range arrays used in formulas. This validation is designed to prevent users from accidentally projecting range array values that don’t exist at certain time periods. Following the next Slope Library Update (ETA November), these validation warnings will become errors for Cores and HPM Projections. See this post for more information and contact us at support@slopesoftware.com with any questions.

REMINDER: Important information about new warnings and errors on your models. 

On September 25^th, we released a new validation feature related to calculated range arrays used in formulas. This validation is designed to prevent users from accidentally projecting range array values that don’t exist at certain time periods. On October 23^rd, these validation warnings become errors for Cores and HPM Projections. See this post for more information and contact us at support@slopesoftware.com with any questions.

Enhancements

Better Searching in Formula Builder

It’s now easier to find the functions you need in the Formula Builder. We have added several new keywords to help build your formulas faster. For example, looking for the “Minimum” function? Search “Minimum” to find the “Aggregate (Minimum)” function.

Set Specific Module Permissions on a Model Shared with Everyone

For models that are shared with everyone, permissions can now be configured for individual modules (e.g. Model Development or Assumption Management). This granularity allows you to quickly enable and disable access for specific modules for all users in the workspace providing more efficient and granular control.

Aggregate Product Level Range Array Variables at the Portfolio Level

It is now possible to reference a product variable that’s aggregated and uses a product level calculated range array within a portfolio variable.

Additional Enhancements

• Searching is now supported in the list of Table Structures so you can type in the name of a table structure to filter down the list.
• The selected Table Structure will now show as highlighted in grey in the Table Structure list.
• Links to Investment Strategies now show on projections for ease of navigation

• Data Table columns in a Table Structure will show the Table Structure name of the nested table on hover

• Older versions of scenario tables can be selected in scenario table columns in table structures

Fixes

• We are now correctly ignoring non-required model point fields that are set to scale on purchase or sale when issuing new business
• Model Point Files are no longer being marked as “not validated” when they are moved in file manager
• We are again correctly validating a formula when it has a one dimensional array set in the properties and an invalid reference to Dimension 2 in the formula
• We fixed a formatting issue when viewing formulas from the Table Structure Relationship View
• Resolved an issue with newly introduced validation that resulted in a temporary result discrepancy on pension projections that used range arrays run on Thursday, September 26.

Please read this important communication as you may soon start to see new warnings and errors on your models. 

On September 25^th, we will be rolling out a new validation feature related to calculated range arrays used in formulas. This validation is designed to prevent users from accidentally projecting range array values that don’t exist at certain time periods. Today, if you don’t use an array aggregation and you project backwards or forwards in time, you might cause certain array values to be calculated when those array values didn’t previously exist at the referenced time period.

When this validation goes live, you may see some additional warnings in your Cores projections. Initially, these warnings will not prevent you from running your projections. You will have until October 23^rd to resolve these warnings. After that, we will enforce these warnings as errors. Note that warnings will only be visible for projections run using Cores, but errors will show in Cores and High Performance Mode.

September 25^th: New validation warnings for Cores Projections

October 23^rd: Validation warnings become errors for Cores and HPM Projections

Why are there errors in a model that I copied from the Slope Library?

The Individual Disability Income product in the Slope Life Library  (versions 2024.03 and earlier) contains variables that use calculated range arrays, project forward or backward, and do not use array aggregation. A new version of the Slope Life Library (2024.10) will be published in October with a modification to the Individual Disability Income product. Once it’s released, you can use the Governance module to merge these changes from the new Slope Library model to your models.

What sort of formula will cause this warning/error?

Formulas that use calculated range arrays and incorrectly project backwards or forwards to time periods where the current array value doesn’t exist may start to see these validation messages.

Example

Below is a section of the Time in Benefit Period End variable formula where the array set in the variable properties is a Calculated Range Array. Today, this setup will not cause an error, but it may calculate array values that don’t exist for a given time period. With the new validation, this will result in a warning, and eventually an error. 

For demonstration purposes, if we modify this formula to use a Single Value (Formula) aggregation, we can replicate the behavior of the new validation we will be rolling out.  With this set up, if the formula encounters an array value that doesn’t exist at the given time, it will (correctly) error.

What do I need to do in the short term?

When the new validation goes live, you may start to see new warnings on projections run using Cores. We suggest you resolve these warnings before they become errors on October 23^rd. 

Why don’t I see warnings in HPM?

Warnings are not currently supported for High Performance Mode runs. When the validation begins, you will only see warnings if you run your model using Cores. After October 23^rd, the warnings will become errors. The errors will be visible whether you run a projection in Cores or HPM.

If you have any questions, or if you need help updating your model, please reach out to us at support@slopesoftware.com.