This release delivers powerful new API capabilities, expanded projection controls, and meaningful improvements to system performance and reliability. Clients can now manage projections with greater flexibility and streamline data table management through enhanced API support. In addition, several stability and validation improvements ensure a smoother and more dependable modeling experience.

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API Updates

Scenario File Generation

NAIC Scenario File Generation via API

You can now generate NAIC scenario files directly through the API. This streamlines regulatory and reporting processes by enabling automated file creation without manual intervention.

Variable Rates API Endpoint

A new endpoint is now available to retrieve variable rate data programmatically. This makes it easier to access up-to-date rate information for integrations, reporting, and automation workflows.

Projections

Projections List API Endpoint

A new endpoint allows users to retrieve a list of projections. This improves visibility and simplifies integration with external systems that need to query and manage projection data.

Lock and Unlock Projections via API

Users can now lock and unlock projections as needed via the PATCH /api/v1/Projections/{projectionId} endpoint. This gives teams better control over finalized results while still allowing flexibility during review and iteration.

Data Tables

The API now supports creating and updating data tables with and without uploading a file.

• Use the POST /api/v2/DataTables/Import and PUT /api/v2/DataTables/{dataTableId}/Import endpoints to create or overwrite a data table, respectively, using a file.
• Use the POST /api/v2/DataTables and PUT /api/v1/DataTables/{dataTableId}/Data endpoints to create and update a data table, respectively, without using a file.
• Use the PATCH /api/v2/DataTables/{dataTableId} endpoint to update the properties of an existing data table. Properties that can be updated include column names and index read methods on index columns.

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HPM Debug Mode Enhancements

Expanded Debug Mode Capabilities in HPM

Projections with New Business and Investment are now supported in HPM Debug Mode. Note that the 100 model point limit still applies in Debug Mode, and in-force model points will be processed first. For example, if the in-force file contains 20 model points, we will only generate up to 80 additional model points of new business.

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Fixes

• Resolved an issue where certain projections failed validation due to incorrect error messages related to incompatibility between a data table and its structure.
• Fixed a problem where incorrect dimension array values were being passed during processing with a specific array configuration and formula setup.
• Addressed an error that occurred when processing unrepresentable dates, preventing unexpected failures.
• Various improvements to HPM performance and stability.

This release introduces built-in NAIC GOES scenario table generation, removing the need for external setup and delivering faster, more consistent regulatory and scenario analysis. Projection visibility and diagnostics are also significantly improved, with warnings now clearly separated from errors, a new Completed with Warnings status, and warning counts surfaced in projection results. Direct links from warnings and errors to the relevant variables—including one-click access to Debug View—make issue resolution quicker and more intuitive, while new API support allows projection names, folders, and tags to be updated even after a run has started or completed, helping teams stay organized as work evolves.

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New Features

NAIC GOES Scenario Table Generation

You can now generate NAIC GOES scenario tables directly within the platform. This streamlines regulatory and scenario-based analysis by removing the need for external preparation and ensuring consistent, standardized scenario inputs.

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Enhancements

Warnings in HPM Run Logs

Warnings that occur during HPM and Debug Mode projections are now clearly separated from errors in projection run logs. This helps distinguish between issues that require action and informational messages that do not block a run. Projections that finish successfully but encounter warnings now display a dedicated “Completed with Warnings” status and show the warning count alongside the error count in the Run Summary workbook.

Direct Links to Error Variables

When warnings or errors reference a specific variable, you can now navigate directly to that variable from the error message. This significantly reduces the time spent tracking down the source of issues.

Edit Projection Details via API for Running and Completed Projections

Projection details can now be updated after a projection has started running or completed via the PATCH /api/v1/Projections/{projectionId} endpoint. Editable fields include the projection name, folder location, and tags. This makes it easier to keep work organized as projects evolve, without needing to recreate projections.

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Fixes

• Fixed an issue where projections could fail to start if a model point file contained formula errors on an unused worksheet, improving reliability when launching runs.
• Ensured force recalculation results in the debug view display values at the correct Time of Result, making outputs easier to review and interpret.
• Resolved a failure that occurred when projections encountered empty string values during numeric conversions, preventing unexpected run failures.
• Fixed an issue where models with invalid table column configurations could fail without clear feedback, improving stability and diagnostics.
• Addressed an error that caused the Patch Projection API endpoint to return a server error in certain update scenarios where a model point field was changed after the file was processed, improving API reliability.
• Fixed an issue where debug runs could fail due to Excel model point file parsing problems
• Resolved failures in large multi-scenario and high-volume runs, improving performance and reliability for complex workloads.

This release delivers powerful new API capabilities that streamline how customers work with models and data. Teams can now list and copy models, import data tables, and update static arrays more efficiently—reducing setup time and supporting more automated workflows. We’ve also expanded financial modeling capabilities with support for negative risk-free rates and strengthened system reliability through multiple fixes, ensuring more consistent, accurate results across runs and projections.

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New API Endpoints

New API Endpoint to List Models

Customers can now retrieve a list of available models through a new API endpoint (GET /api/v1/Models), making it easier to manage, update, and run models in workflows.

Copy Models via the API

A new API capability allows models to be copied programmatically. This simplifies reuse of existing configurations and reduces setup time when creating similar models. To copy a model, first initiate the copy using the POST /api/v1/Models/{ModelId}/Copy endpoint, then check the model copy status and get the new model ID using the GET /api/v1/Models/CopyStatus/{Token} endpoint

Create Data Tables via API Import

A new POST /api/v2/DataTables/Import endpoint enables customers to create data tables from a file. This new endpoint is similar to the POST api/v1/DataTables/{DataTableId} endpoint that it replaces, except the Data Table ID is not needed.

Update Static Array Values via API

Customers can now update values in static arrays using a dedicated PUT /api/v1/Arrays/{ArrayId}/Values endpoint, allowing easier maintenance and updates without rebuilding configurations from scratch.

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Enhancements

Support for Negative Risk-Free Rates in Option Pricing

Option pricing calculations now support negative risk-free rates, enabling accurate modeling in a wider range of market conditions.

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Fixes

• Ensured that product aggregate results are not available at time periods prior to when they should be calculated in HPM projections with forward-projecting portfolio variables.
• Resolved an issue where a specific setup relating to a 2D array with a Sum/Single Value aggregate referenced at another time period caused unexpected empty operand errors
• Fixed errors that occurred with nested, older versions of deleted data tables, preventing confusing “unknown error” messages.
• Fixed issues where runs did not fail correctly after data-loading errors, improving reliability and transparency.
• Corrected retry behavior during data loading to prevent unnecessary interruptions.
• Resolved issue in HPM runs when a calculated range array is a non time indexed variable that is only a direct reference to a company variable of the same name

This month’s release introduces powerful new API capabilities, clearer visibility into projection warnings, and several usability enhancements. Developers can now work more easily with model point fields and arrays, while users benefit from improved error reporting and better audit tracking for table updates. We’ve also delivered key stability fixes to ensure smoother, more reliable performance across the platform.

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New Features

New API Endpoints

Model Point Fields API Endpoints

We introduced several new API endpoints that give developers and integrations broader control over model point field configurations. These include new GET, POST, and PATCH endpoints that make it easier to retrieve, create, and update model point fields programmatically.

Array Management Endpoints

New endpoints now allow for easier review and management of arrays:

• GET details for a specific array
• GET all arrays defined within a model

Other Features

Warnings Integrated Into Error Reporting for HPM Projections

Warnings for HPM and debug projections now appear directly in the error report, improving visibility of issues and helping users better assess projection results. Company-level variable warnings are available no, and Portfolio and Product level warnings are coming soon!

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Enhancements

API Enhancements

Projection Metadata Enhancements

The GET Projections API endpoint now includes additional attributes — Folder, Tags, and Lock Status — allowing for more robust filtering, organization, and automation when interacting with projection resources.

Table Structure Metadata Enhancements

The GET Table Structure Columns endpoint now includes Nested Table Structure IDs and Array IDs, providing deeper visibility into complex data relationships within models.

Other Enhancements

Improved Tracking for Data Table and Decrement Updates

Decrement tables, improvement scales, and data tables now automatically capture and propagate Last Modified By and Last Modified On when modifying the content of tables, delivering clearer governance and auditability.

Clearer UI Insight Into Investment Values

Projections now include tooltips that explain differences between before investment and after investment values, helping users interpret projection outputs more confidently.

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Fixes

• Fixed an issue where switching a projection to a model with no data tables caused a failure. Users can now perform this operation reliably.
• Improved error handling to ensure failures during Writing Final Results are reported more consistently and with clearer messaging (Cores runs only)
• Improved stability related to large model point ingestion (1.5GB+) and validation.

This release improves accuracy, usability, and stability across the platform. Model copies now preserve true “Last Modified” dates, and Errors and Projection Metadata datasets are available in the Snowflake Integration. You’ll also notice smoother navigation, clearer deletion confirmations, and expanded API options — all backed by key bug fixes and performance improvements.

New Features

Last Modified Date on Entities No Longer Updated on Model Copy

When copying a model, entities inside it now keep their original Last Updated dates and user information. This ensures you always see when each item was truly changed — not just when the copy was created.

• Example: A variable last changed on Oct 1 in the source model will still show Oct 1 as its “Last Updated” date in the copy (even if the model was copied on Nov 1).
• The model itself still shows the copy date as its Last Updated timestamp.

Errors and Projection Metadata Datasets in Snowflake Integration

The Errors and Projection Metadata datasets are now part of the Snowflake Data Share.
Existing Snowflake Integration users automatically gain access to these new datasets.

Enhancements

Usability Enhancements

• Deletion confirmation dialogs now include the Scenario Table or Assumption Set name for clarity.
• Clicking a folder name in Model Details now navigates directly to that folder in the model list.

API Enhancements

• The PATCH Projections endpoint now supports adding folders and tags (soon available via GET as well).
• A new DELETE Model Point Fields endpoint has been added. Additional endpoints (GET, POST, PATCH) are in development.

Fixes

• Resolved an issue where the time parameter value was inadvertently being passed as the Single Value (Formula) array value within a dynamic aggregate
• Improved error messaging when changing the array values that are used in dropdown lists
• Improved stability by preventing large invalid data tables from repeatedly loading and causing memory errors
• We now show a descriptive message when an HPM debug run times out

We’re excited to share the latest updates at Slope, including the launch of our HPM Pro-Rata Investment Beta, new API endpoints, streamlined navigation with faster template switching and model copying, plus a series of fixes and enhancements to keep your workflow smooth and reliable.

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Sign up for HPM Pro-Rata Investment Beta Program

We are excited to announce that we now support running projections with Pro-Rata investment rules in High Performance Mode. If you have a model with Pro-Rata investment rules only and are interested in participating in this Beta program, email us at support@slopesoftware.com to have Pro-Rata investment in HPM enabled in your workspace.

Note that this Beta is limited to Pro-Rata investment only; Target Value Match will be coming soon!

New API Endpoints

We’ve intorduced two new API endpoints to provide more visibility into model setup and to help with automation.

GET Products in Model Endpoint (/api/v1/Models/{ModelId}/Products) – allows users to retrieve a full list of products on a model

GET Investment Strategy List Endpoint (/api/v1/Models/{ModelId}/InvestmentStrategies) – allows users to retrive a full list of investment strategies on a model

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Enhancements

Toggle Between Projection Templates

We’ve made it easier to navigate between projection templates in your model. From any template, click on the template name to see a list of other projection templates on your model and select a different one to view.

Copy Model from Model List Page

A new option has been added to the menu for models on the model list page, allowing users to navigate to the Copy Models page more easily. This provides a more intuitive workflow and reduces steps to copy a model.

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Fixes

• Resolved an issue where POST and PATCH ScenarioTables endpoints failed to check for empty delimiters, ensuring data integrity when updating tables.
• Fixed rare intermittent backend errors that occurred when preparing Cores projections with thousands of scenarios.
• Fixed display issue where a projection name showed a hex code instead of proper characters
• Resolved errors preventing model copies from completing when templates included deleted investment strategies.
• Updated the “Edit Array” modal so value labels now display as “Value” instead of “Index” for greater clarity.
• Improved error messaging when attempting to change to the same portfolio in a projection or template, providing clearer guidance to users.
• The Scenario Source parameter is not showing as expected when doing a model compare and a variable contains a Present Value formula

This month’s release brings a mix of feature expansions and operational refinements. From updates to scenario guidance libraries to backend API updates, the August release continues to strengthen the reliability and flexibility of the platform.

New Features and Enhancements

Editable Permissions for Production Models

Production Administrators now have the ability to update key permissions in Production Models, including:

• Copy
• Change Governance
• Model Execution
• Model Results

These can be applied to individual users or across all users. Permissions related to Model Development and Assumption Management remain disabled to ensure governance integrity.

2025 AIRG Scenario Generator

The latest AIRG update (2025) is now integrated and available in the scenario generation module.

API Enhancements

The GET /api/v1/Projections/{projectionId} endpoint now includes Product Type.

Improved Investment Strategy Messaging

Investment strategy constraints now clearly indicate which variables are valid as Asset Grouping Variables, reducing confusion and guiding better input setup.

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Fixes

• CSV Header Handling: Extra whitespace in CSV Model Point File headers is now automatically trimmed, preventing projection failures caused by formatting inconsistencies.
• PATCH Endpoint Stability: The PATCH /api/v1/DataTables endpoint no longer returns a server error when the Table Structure ID is omitted.

This release brings powerful bulk merge capabilities, performance upgrades in debug projections, new enhancements to API functionality, and a wide set of fixes across API usage, projections, and debug tools.

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New Features

Model Comparison Export

The Model Comparison Page can now be exported directly to PDF for easier sharing and documentation. After comparing your models, select a header in the left-hand navigation and click the Download PDF button.

When the top header is selected, all differences between the models will be included. You can also select a specific entity level (e.g., Company Variables) to export only the differences at that level.

Enhancements

API Reporting Endpoint

The Report API endpoint has been enhanced to support larger file sizes and to prevent request timeouts.

The previous endpoint POST /api/v1/Reports/Workbooks/{id} has been deprecated (but remains functional). It has been replaced by two new endpoints:

• POST /api/v1/Reports/Workbooks/{workbookId}/Generate
• GET /api/v1/Reports/Workbooks/Status/{generationId}

These new endpoints offer the following improvements:

• Support for generating reports larger than 10MB
• Elimination of 30-second timeout limits

The new POST endpoint supports rowLimit and offset parameters, enabling incremental progress tracking during report generation.

Implementation examples are available in our GitHub repository.

Compare & Merge Enhancements

You can now merge the following entities in bulk when comparing and merging models:

• Currencies
• Product Output Groupings
• Variable Rates
• Yield Curve Points
• Model Point Field

Production Models

New API functionality allows you to programmatically add tables to a Production model (restricted to API only). Data tables, Decrement tables, and Scenario tables are supported.

Additional Improvements

• Model point file validation is no longer required to be completed before running projections. If validation is incomplete, it will continue during the projection run.
• The HPM projection log view has been expanded to show more content in a resizable window.
• Projection progress now displays decimal values for more accurate tracking of long-running jobs.
• The GetDownloadUrl API endpoint now accepts an optional Content-MD5 parameter for file integrity verification.
• HPM Debug Mode has been further optimized for faster execution.
• Support has been added for merging decrement table deletions across models.
• Duplicating a projection template now pre-fills the template description for faster setup.
• Variable tags in the sidebar are now automatically sorted in alphabetical order.
• You can now see the associated investment strategy version directly in the projection template view.

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Fixes

• 2D portfolio variables now display expected results in the debug view after successful calculations.
• Resolved timeout errors (502/504) caused by performance issues during Model Point File validation.
• File-only data tables now raise appropriate errors when containing duplicate indexes referenced by variables.
• Text selection now works correctly when double-clicking inside the variable filter.
• Renaming table structure columns after a projection has been run now works without errors.
• Invalid Data Type errors in File-only data tables are now being shown.

New Features

Dynamic Model Point Variables in High Performance Mode

High Performance Mode now supports models with dynamic model point variables. This allows product variables to reference Portfolio or Company variables from prior time periods. See the diagram below and the Dynamic Projection Processing section of this support article for more details.

References to the summarized results of Products within Portfolio and Company variables continue to be supported, as these will have already been calculated.

Coming soon: Support for projections with initial asset scaling and investment in High Performance Mode (HPM).

Enhancements

Table Structure Column Sort Order Now Visible in Governance

When comparing models, users can now clearly see differences in a Table Structure’s column sort order, enabling more reliable and predictable model adjustments.
Note: Sort order changes are not mergeable at this time.

Data Table Column Differences Now Visible in Governance

When comparing models, the following Data Table column differences are now displayed.
Note: These differences are not mergeable at this time.

• Index Column: Yes/No
• Index Read Method: Exact Match or Range Lower Bound
• Sort Order
• Data Type
• Dropdown List Array (if applicable)
• Table Structure Name (if applicable)

New Workbook Editing View

Workbook editing has a new look! Properties, formatting options, and actions are now neatly organized into tabs, so you can make quick adjustments without feeling lost.

A new element bar allows for inserting charts, tables, and other elements on the fly.

Fixes

• Resolved an intermittent issue where the filter values for some workbook controls were not being populated
• Added stability around hardware failures to prevent intermittent, inaccurate Product Aggregates on certain larger HPM projections
• Fixed an issue where adding a model point file to a product using the API would sometimes fail.
• Saving allocations on models no longer causes intermittent errors.
• Computations in the profiling workbook are now correctly attributed to their respective variables.
• Adding a column to a table structure after deleting an array that was used for a dropdown list no longer results in an error

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}