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.

New

Academy Interest Rate Generator

The 2024, 2023, and 2022 versions of the Academy’s Interest Rate Generator are now available in Economic Scenario Generation.

Enhancements

Additional Settings for Internal Rate of Return Formula

Users can now configure a maximum number of iterations, seed values, and tolerance within the IRR formula.

Additional Enhancements

• Links to Table Structures now show on projections for ease of navigation
• Various enhancements to HPM stability and performance

Change

Scenario Tables on Projections have moved! Now configure your scenario table with the other tables in your projection.

Fixes

• Data tables are now being versioned correctly after deleting or updating a decrement table, improvement scale, or scenario table
• Scenario tables are again showing in run projections after being deleted
• Better error handling when array lookup fails due to a blank table value
• We now show specific validation when a scenario file does not contain the scenario number in the filter

Enhancements

Mass Merge Arrays

The Governance module now allows users to merge multiple arrays at once so that each array does not have to be individually merged. Users can use the checkboxes next to the arrays to merge select arrays or all arrays.

Projection Optimizations

We have made several optimizations to projection runs. First, we are better handling runs with a large number of scenarios and ensuring that projection statuses and scenario statuses are updated accurately.

We have also optimized the “Prepare” step of projections, so that models with large numbers of decrement tables run successfully.

Fixes

• Slope now provides a descriptive error message when a projection cannot be duplicated due to the model permissions.
• The formula builder is now loading without intermittent slowness or freezing.
• Data tables will again successfully import when an account has a significant number of files.