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.
Default Permissions for Production Models
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.
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 contains updates to the beta versions of the Variable Annuity product and combined Fixed/Indexed Annuity product in addition to various LDTI fixes.
Variable Annuity beta product updates
Fixes
Corrected product variable Base Policies Inforce containing a duplicate reference to Base Policies Deceased to point to Base Policies Lapsed instead
Fixed an issue where Investment Account Policy Charges was potentially double counting guarantee fees in the Account Value rollforward and added a check to limit the investment account charges to be capped at the total policy-level account value
Corrected logic of conversion of annuitization rates from annual to monthly
Fixed an issue with Gross Premium Per Policy to calculate appropriate amount at time index 0 and certain edge case policies where premium payment falls on time index 1
Fixed an infinite loop issue related to product variable Guarantee Base Roll-up that occurred at time of issue in some instances where the account value variable was referenced by guarantee fees which also affected the account value.
Fixed an issue in the GMxB Value variables that produced errors in dynamic HPM runs in cases where the AV went to zero prior to policy termination. These variables now always reference the end of the guarantee period.
Corrected a couple of product variables that should be referencing decremented guarantee fees rather than undecremented.
Corrected an issue with variables Guarantee Fees at Projection Period End that produced errors in HPM runs in certain circumstances
Fixed an issue where GMWB election paths were starting before the start of the GMWB eligibility period
US GAAP / LDTI related fixes:
Updated a couple of US GAAP LDTI variables based on current discount rates to have Force Recalculation turned on to be consistent with current model design.
Corrected reference to US GAAP MRB PV Fees in the US GAAP Market Risk Benefits variable
Fixed the US GAAP Market Risk Benefits variable to calculate after time of issue by setting it to Always Calculate
US GAAP LDTI DAC now calculates correctly for policies issued after projection start date
Adjusted US GAAP FAS 133 references from best estimate to US GAAP version of the guaranteed surrender value (i.e. new variable US GAAP Non-Forfeiture Surrender Value) to be used separately for FAS 133 calculations in order to exclude future premiums, consistent with the rest of the FAS 133 calculations
Modified US GAAP Investment Contract calculations to be done at policy level rather than investment account level in alignment with US GAAP requirements
Added missing US GAAP tags to a couple of US GAAP variables
Enhancements / Changes
Added US GAAP LDTI Market Risk Benefit (MRB) logic
Corrected product variable Base Policies Inforce containing a duplicate reference to Base Policies Deceased to point to Base Policies Lapsed instead
Fixed an issue where Investment Account Policy Charges was potentially double counting guarantee fees in the Account Value rollforward and added a check to limit the investment account charges to be capped at the total policy-level account value
Corrected logic of conversion of annuitization rates from annual to monthly
Fixed an issue with Gross Premium Per Policy to calculate the appropriate amount at time index 0 and certain edge case policies where premium payment falls on time index 1
Fixed an infinite loop issue related to product variable Guarantee Base Roll-up that occurred at time of issue in some instances where the account value variable was referenced by guarantee fees which also affected the account value.
Fixed an issue in the GMxB Value variables that produced errors in dynamic HPM runs in cases where the AV went to zero prior to policy termination. These variables now always reference the end of the guarantee period.
Corrected an issue with variables GMxB Value at Projection Period End and Guarantee Fees at Projection Period End that produced errors in HPM runs in certain circumstances
Fixed an issue where GMWB election paths were starting before the start of the GMWB eligibility period
Fixed an issue where GMWB Payment At Risk never went above zero as a result of GMWB Account Value at Time of Election always being floored at zero
US GAAP / LDTI related fixes:
Updated a couple of US GAAP LDTI variables based on current discount rates to have Force Recalculation turned on to be consistent with current model design.
Corrected reference to US GAAP MRB PV Fees in the US GAAP Market Risk Benefits variable
Fixed the US GAAP Market Risk Benefits variable to calculate after time of issue by setting it to Always Calculate
Adjusted US GAAP FAS 133 references from best estimate to US GAAP version of the guaranteed surrender value (i.e. new variable US GAAP Non-Forfeiture Surrender Value) to be used separately for FAS 133 calculations in order to exclude future premiums, consistent with the rest of the FAS 133 calculations
Enhancements / Changes
Modified US GAAP FAS 133 rollforwards to be done at investment account level instead of policy level
US GAAP LDTI embedded derivative rollforward is now investment account-specific
Changed index method on Effective Date column of US STAT Nonforfeiture Rates table in table structure US STAT Annuity Nonforfeiture Rates from Exact Match to Range Lower Bound
Add fallback pro-rata step to library example investment strategies that did not have one to prevent errors when the prior step could not buy/sell all assets to achieve the step’s targets
US GAAP LDTI net premium ratios now calculates correctly for future issues (i.e. when the issue date occurs after the projection start date)
US GAAP LDTI rollforward period now works for future issues
US GAAP LDTI DAC now calculates correctly for future issues
US GAAP LDTI DACnow appropriately calls the Grouped method when selected
Enhancements / Changes
Added an option to toggle the inclusion/exclusion of future premiums for LDTI calculations
Made the 30 day yield curve point in the Economic Scenario Structure optional to make switching between the AIRG and other scenario tables easier due to their differences in yield curve points
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.
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.
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.
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.
This release introduces beta versions of two new products: a Variable Annuity product (includes RILA support) and a combined Fixed/Indexed Annuity product. Additionally, updates include updated Life & Annuity US Stat/Tax Interest Rates, clean up and fixes to asset product calculations, and more.
Variable Annuity product beta release
A new product within the Life Library has been released under beta status which covers Variable Annuities and Registered Indexed Linked Annuities (RILAs). This product offers the following:
Tracking of multiple investment accounts and tracking of individual deposits within each investment account
Support for GMAB, GMDB and GMWB/GLWB riders
Deposit level cashflows and guarantees
Fixed account components
Deposit specific assumptions and parameters (e.g. partial withdrawal rates, market value adjustments, and surrender charges)
Tracking of potential GMWB election dates through the projection, including the use of different lapse rate assumptions for each potential election path
Note that the beta status means features have not yet been fully tested and the models may produce erroneous results in some instances. If you find any issues, please report them to us at support@slopesoftware.com
A new product within the Life Library has been released under beta status which covers a combined product for all Fixed and Indexed annuities. This product is intended to replace the Fixed Annuity and Indexed Annuity products currently in our library. The two legacy products will be sunset sometime (timeframe TBD) after the combined Fixed/Indexed Annuity product is moved out of beta status.
This combined Fixed/Indexed Annuity products offers many new features, including:
Easier management of policies with both fixed and indexed components
Support for GMAB, GMDB and GMWB/GLWB riders
Deposit level tracking of cashflows and guarantees
Deposit specific assumptions and parameters (e.g. partial withdrawal rates, market value adjustments, and surrender charges)
Tracking of potential GMWB election dates through the projection, including the use of different lapse rate assumptions for each potential election path
Like with the Variable Annuity product, this product is in beta status. If you find any issues, please report them to us at support@slopesoftware.com.
New Workbook
A new workbook has been created to analyze results from the Fixed/Indexed Annuity product. It covers the following:
Single policy projected cash flows and policy counts
Projected account value rollforward
Projected account value for each investment account and deposit
GMWB details including projected GMWB elections and details for each projected election date
US STAT CARVM reserve details for AG33 and AG35, including inner loop calculations for each timestep of the projection
US GAAP ASC 815 (formerly FAS 133) details
Asset Clean Up
Fixes
Updated Realized Book Value used in the Realized Gain/Loss for Non-Callable bonds to default to Book Value instead of US STAT reported value to resolve errors that occur when US STAT results are not calculated.
Resolved inconsistencies with Default Rate Annual and Default Rate Monthly formulas across asset products by setting their properties to:
Set the variable to equal 1 (i.e. do not scale) for reinvestment assets
Set Model Point Aggregation Method to None (from First Value) to prevent unnecessary aggregation of this variable
Corrected the Default Rate Monthly in the Collateralized Loan Obligation product to properly reflect a conversion from an annual to monthly default rate
Removed outdated and irrelevant references in the documentation for Default Rate Annual and Monthly variables that have not applied for quite some time.
Changes
Replaced references in the asset products to the product instance name system variable with a new Product Definition Name variable to resolve errors that occur when the product instance name is modified on a projection. This new variable references a new Asset Product Definition Names array whose values correspond to product definition names in the Slope Life Library.
Updated Initial Asset Scaling formulas to reference new Asset Product Definition Names array and to be consistent across all asset products
Added more flexibility to management of Default Rate assumptions such that you can now specify separate default tables for each asset product rather than use a single table with an asset product index column. Changes related to this include:
Added records in the Standard Assumptions table of the Asset Assumptions table structure to split out each assumption by the Asset Product Name index column rather than use a default across all products.
Added a Default Rates Table data table column in the same table as the previous bullet and assigned tables corresponding to the library assumption for each asset type (default rate assumption remains unchanged from before)
Default rate product variables in each asset now reference this nested table structure via a new Default Rate Table data table variable
Other Changes
Fixes
Fixed the Indexed Annuity option cost calculations in both the combined Fixed/Indexed Annuity product and the legacy Indexed Annuity product. The fix moves the participation rate outside of the brackets to apply to both the base and cap option costs and not just to the base option. Three variables are affected in each product, found by searching for “option cost”.
Changes
Added Life & Annuity US Stat and Tax Interest Rates for 2024 (Life, Annuities, SPIA) and for 2025 (Life) in table structures
US STAT Valuation Rates – Life
US STAT Valuation Rates – Annuity
US STAT Valuation Rates – SPIA
Renamed the array options in Indexed Annuity US STAT Valuation Method from AG33 to AG33/AG35 with the release of the combined Fixed/Indexed Annuity product. In that product, one of AG33 (for Fixed) or AG35 (for Indexed) is applied based on the investment account type being valued. In the future, this array name will be renamed to Fixed/Indexed Annuity US STAT Valuation Method for clarity.
Fixed an issue in the calculation of Product variable “Entry Age 02 – State – Head Count BOP (Actives)” affecting plans using the Misc 2 decrement where the Misc 2 decrement rate should have been subtracted rather than added
Fixed an issue where a $0 retiree benefit amount causes Retiree Payment Form Factors to divide by zero. See product variable “In Pay Record 26 – Payment Factor Annuity”.
Fixed an issue where providing no Social Security benefit table in table structure “Benefit Formula Table References Not Yet in Pay” causes product variable “Product Variable “Social Security 04.4 Age to start compensation history” to default to 0. The variable now defaults to the value of product variable “Age at Valuation Date” instead of 0
Version 2025.03 of the Slope Governmental Pension Library has been unpublished so our users do not mistakenly utilize these invalid setups. If you require a copy of this version prior to the fixes, please contact support@slopesoftware.com.
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
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/GetUploadUrlendpoint
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…
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
The library model has several enhancements that provide additional options and features:
Advanced COLA limits for retirees
Single Benefit Definition covering both Active and Vested Terminated
Parameterization of Social Security PIA benefits for each benefit formula
Additional details of annuity payment form factors in workbook “Pension Trace Life Retirees”
Additional option to use a specified model point field as a source for:
Account balance at the valuation date for retiree benefits with an annuity payment form with a Modified Cash Refund feature
COLA anniversary date
Payment form for Active and Vested Terminated records
Advanced COLA Limits for retirees
The library model now comes pre-configured with a way to develop Cost of Living Adjustment formulas that are more complex than a simple rate increase for retirees in addition to Active and Vested Terminated. An example would be a limit of cumulative COLA to less than 2.5 times the benefit amount at retirement. See this support article for more details.
Single Benefit Definition can now cover “Active and Vested Terminated”
In the table structure “Benefit Definitions Not Yet in Payment”, the column “Active or Terminated Vested” now has a 3rd option “Active and Vested Terminated”. If this option is selected, both active and vested terminated records will be eligible for the particular benefit definition. This eases the maintenance of the model by reducing the number of configured benefit definitions for each plan. See this support article for more details.
Robust Social Security Primary Insurance Amount (PIA) for separate benefit formulas
Parametrization of multiple Social Security PIA benefits is now included in the library model via a new column “Social Security Benefit” in table structure “Benefit Formula Table References Not Yet in Pay”. For each benefit formula, the column selects the Social Security parameters by referencing a data table from table structure “Social Security Benefit”.
A new benefit formula component “Social Security PIA at computation age * Early Retirement * Inflation” can now be used within product variable “01 Benefit Formula Amount Annual – Actives and VTs”
Workbook “Pension Trace Life Retirees” has been modified to include details of annuity payment form factors.
The workbook has been enhanced to provide additional information around payment form factors for retiree annuities.
Retiree benefits with an annuity payment form with a Modified Cash Refund feature can now reference a model point field as the source for the account balance at the projection start date
A new column “Account Value Data field override” has been added to the table structure “Retiree Guarantee Period”. The column is used to select a model point field which reports the amount of the current account balance when calculating the guarantee period of an annuity with a Modified Cash Refund feature.
Additional option to apply COLAs on the anniversary specified by a selected model point data field
An additional option to apply COLAs on the anniversary of a specified date variable from the model point fields is now available within table structures “Benefit Definition – Payment Form” and “Retiree COLA Increase Details”. See this support article for more details.
Additional option to select the payment form for Active and Vested Terminated records using a model point field
Users can now select the payment form for Active and Vested Terminated records by referencing a specified model point field. The selected model point field is configured in a new column “ModelPoint Field that varies Annuity Form” in table structure “Benefit Definition – Payment Form”. See this support article for more details. See this support article for more details.
Changes and Fixes
Product Variable “Time of First Funding Age” has been modified to correct certain situations where it was not returning the first anniversary of the valuation date subsequent to hire.
Product Variable “Array Reference Retirement Latest” has been modified to return the first day of the valuation year in which 100% retirement rate is assumed, but only for active records.
The product variable “Compensation Participant from Entry Age” has been modified to correct for certain situations where it was not recognizing parameters from data table structure “Compensation History Parameters”.
The product variable “Decrement Array Start” has been modified to address certain configurations where errors were returned for retired and nonvalued records.
The product variables “Decrement Array End” and “Decrement Array Step” have been modified to address certain configurations where errors were produced with middle of year decrement timing.
Added a default source for the “PV Factor – Interest Discount” variable to fetch the discount rate from Valuation Assumptions table rather than returning an error.
Revised product variable “Entry Age – PVB at Entry Total” variable to include one half year of interest discounting when calculating participant contributions
Revised product variable “EA Level Pct Pay 05 – Compensation Monthly Stream” to correctly calculate valuation year pay for mid year decrement timing
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
