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Release 2018.16

NEW

  • We’ve added a link to the help site from the user dropdown in the header.
  • In addition, we’ve redesigned the help site with improved navigation, new articles (and still more to come!), and improved search functionality.
  • There is now a validation summary page for financial projection models, located in the “Go To” navigation menu.  This page shows validation errors across the model in one consolidated location, similar to the projection validation summary page.

IMPROVEMENTS

  • When viewing “Inputs Used” in the model results area, users can now click on the data tables used to take them directly to the table (in a new window or tab)
  • On the projection validation summary page (and the new model validation summary), a link now shows up on the right hand side of each error message, which will take the user to the location in the projection/model that is causing the issue.
  • Files can now be downloaded in the file manager.
  • We’ve added all projection setting values (scenario tables, compute environment, etc) to the model results pages to add more context.
  • Users can now navigate directly to mortality data tables from the input tables screen in model development.
  • Model name now displays on projections in the “Execute” and “Analyze” modules.
  • Portfolio names now display the custom name on the projection as well as the original name (if different) on the “Inputs Used” section within the model results area.
  • When adding a new condition or rule group in the variable editor, an empty rule will automatically be added to save time for the most common use cases.
  • The “Run Projection” button text has been updated to “Validate & Run” to properly indicate its full functionality.
  • Product and Portfolio names must now be unique within a model.

FIXES

  • Fixed an issue in the calculation engine that was causing the wrong variable name to be displayed in the log in the case of an error when variables were missing for an aggregate calculation.
  • Fixed rendering issues on the formula builder in Safari, which now renders the same as other browsers.
  • Large amounts of data can now be copied and pasted into the table editor without causing any save errors.
  • Fixed an issue on the formula builder where if a user added an empty group and saved, then it was not showing up properly.
  • Fixed an issue causing projection runs to stop if the cash flow or cash on hand variables on a portfolio had an error.
Posted on

Release 2018.15

NEW

  • Financial Projection Models can now be copied via an interface similar to that of model export, allowing users to configure which pieces to copy.  The model details menu has been adjusted to accommodate this new feature.
  • Product, Portfolio, and Company Variables can now be copied via a link in the variable details.

IMPROVEMENTS

  • Portfolio variables can now reference company variables.
  • When projections complete successfully but errors occurred during calculation, the projection status now displays as “Completed With Error(s)”.
  • Spacing has been adjusted on the formula builder to allow for more of the formula to be displayed at once.
  • The interface within the assumption management data tables area has been updated for consistency and usability to match that of the model development area.
  • Data tables can now be imported within the model development input tables area (in addition to the assumption management area where this functionality currently exists) via a new icon in the sidebar:
  • Data table and mortality table references are now maintained when exporting and importing models.
  • Username in header has been replaced by company name, and username has been moved to the user options dropdown.
  • Input tables are now sorted by name everywhere they are referenced, for easier identification of the desired table.
  • Performance improvements have been implemented in the following areas:
    • Model snapshot creation
    • Model export
    • Input table, data table, and product set validation

FIXES

  • When attempting to create a snapshot against in invalid model, the error message now properly reflects this.
  • Fixed an issue on the formula builder which was allowing multiple operator menus to be open at once in certain situations.

OPERATIONS

  • A new, highly concurrent, in-memory cache is now being used for caching of commonly used information, which should improve performance across the application.
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Release 2018.14

NEW

  • Users with Billing permissions can now view current calculation engine run cost usage and information directly in the application via a billing dashboard.  This is available via a new menu option in the header labelled “Billing”:
  • Users can now navigate directly to an input table from the input table formula inside the variable editor, via a link next to the table name.

  • There is now a projection setting to disable all model point result output.

IMPROVEMENTS

  • Introduced a new icon set for the formula builder and other areas of the site for improved usability and intuitiveness
  • Data table validation has been improved, allowing users to get instant feedback when editing a table as to any errors that may exist.
  • When viewing reporting dashboards, filters now always persist when switching dashboards if the filter exists on that dashboard.
  • Out of Memory exceptions are now reported in the calculation engine so users can properly diagnose issues with the model, or upgrade the projection run to use a larger virtual machine.
  • Assumption sets are now included when exporting a model.
  • Groupings within the variable editor have been improved for readability.
  • The mortality table editor layout has been improved for usability and consistency.
  • Minor improvements to data table imports related to date formatting and  handling of empty cells.
  • Performance of product and portfolio validation has been improved.

FIXES

  • The variable editor now renders properly in Internet Explorer 11.
  • IF statements and groupings now render properly in Microsoft Edge browsers.
  • Fixed an issue causing checkboxes to render different sizes in certain browsers.
  • Fixed a minor visual issue with loading images.
  • Cancelled scenarios now properly show a “Cancelled” status when the overall projection is cancelled.
  • Fixed a situation in the calculation engine that sometimes caused nested calculations that cause an infinite loop to note report the infinite loop properly in the error message.
Posted on

Release 2018.13

NEW

  • Calculated fields are now available when exploring data in the reporting module
  • New dashboards can now be added to the reporting module

IMPROVEMENTS

  • File validation now updates in real time and no longer requires a page refresh
  • Several interface updates/improvements for usability and consistency
  • Mortality table editing has been updated to the new editor to match data table editing

FIXES

  • Bug fixes and performance improvements for runs with a large number of scenarios
  • Various minor performance improvements and bug fixes
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Release 2018.12

  • Introducing post projection calculations, which execute at the end of a projection, for the same time periods.  This allows the ability to do more complex calculations once the rest of the projection has finished.
  • Compute instance sizes can now be changed on templates/projections which allows users to adjust the size of the virtual machine that each scenario is run on.
  • Subsets of a scenario files can now be run by providing a range of scenario values in the scenario configuration on templates and projections.
  • Data table editor has been redesigned for improved usability, keyboard navigation, etc.  In addition, the following new features have been implemented on the editor:
  • Add or delete multiple rows in a single action
  • Copy and paste into and out of Excel or other spreadsheet applications
  • Product sets can now be duplicated.
  • Various UI and usability updates
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Release 2018.11

  • A new setting is available on calculations that forces the recalculation of that variable at each time index in the projection, regardless of if it has already been calculated during the projection of a previous time index.
  • Created a new system variable called “Projection Time Index” that always returns the current time index of the projection, regardless of what the time index of the variable is.
  • Portfolios can now be duplicated.
  • An icon will now appear next to aggregate product variables to make it easier to differentiate them at a glance.
  • Model point files are now automatically re-validated when a new file is uploaded via the file manager.
  • When creating a projection from a template, a new option will appear to name the projection.  A default name is provided.
  • Variables currently being edited are now highlighted in the sidebar.
  • Removed midnight timestamps from model point records in the reporting data.
  • Various bug fixes & performance improvements.
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Release 2018.10

  • Individual scenarios can now be restarted if the hardware fails to initialize for any reason.
  • Shared and personal dashboards can now be deleted if the user has appropriate permissions.
  • Significant performance improvements in the calculation engine.
  • Various bug fixes & minor interface improvements.
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Release 2018.9

  • Overhaul of formula builder interface for readability and ease of use.
  • Introduced “Goal Seek” formulas, allowing a calculation of a value based on a target value at a target time index.
  • Technology updates to the reporting module for performance, scalability, etc.
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Release 2018.8

  • Introducing Product Sets!  This feature changes the way products are associated to portfolios and projections, greatly increasing the flexibility and allowing changes at run time instead of model development.  For more information, see our updated help sections.
  • Assumption set names now display next to data tables and mortality tables that they are responsible for setting, on both templates and projections.
  • When viewing reporting dashboards, filters now persist across dashboard viewing to make viewing related information easier for users.
  • Users can now see projection name and run status on the model results main page.
  • Variable names are now sorted in the Portfolio and Product edit modals.
  • Current time index is added automatically in the formula builder when referencing a time index variable.
  • Minor bug fixes and performance improvements.
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Release 2018.7

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