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2017-04-14 - Release Notes

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Important New Features


Additional Features and Bug Fixes

Opportunities and Relationships

  • Fixed an issue where the default tax exemption was not being used when a new commercial loan account was added to an opportunity.
  • Removed the pricing date warning on the opportunities grid for opportunities with rate locked accounts.  Instead, the "Rate Lock is Expired" message will show once the rate lock period expires.
  • Clients using facility ratings will see the facility rating in the scenario name, on printouts and in the opportunity grid.
  • Added a "Rate Lock has Expired" warning that will show when the lock period expires for opportunities that have only rate locked accounts.
  • Fixed an issue where Payoff/Renewal and Relationship Impact was missing fields for some opportunities.
  • Fixed an issue where deposit products were displaying after being deleted.
  • Sorted the earnings credits in the deposit section of the Assumptions screen.
  • Fixed an issue where after splitting a relationship, attempting to attach the split relationship to an opportunity would cause the opportunity to error out.
  • Fixed an issue where the New Opportunity button was partially obscured in Firefox.
  • Fixed an issue related to saving opportunities containing conversion loans.
  • Fixed an issue where some of Andi®'s messages weren't being displayed.
  • Improved loading time of the opportunity page.
  • The list of rights in the My Account popup will no longer overlap.
  • Email alerts for swaps being priced will only be sent after the first time the opportunity is saved, instead of after every save.
  • Fixed an issue where updating the pricing date caused an ROE mismatch.
  • Fixed an issue preventing users from printing the opportunity reports.
  • Fixed an issue that prevented the risk rating sensitivity "To Maintain ROE" and "To Reach ROE" fields from being calculated properly.
  • Fixed an issue where the user could not set the maximum rate lock duration to 'spread locked'.
  • Fixed an issue where incorrect servicing fees were being displayed.
  • Improved the performance of the dashboard export.
  • Fixed the sizing of the trash can icons in Internet Explorer and Chrome.
  • The FTP section of the relationship screen bar graphs will now reflect FTP values, instead of Strategic Value.
  • Improved performance of the Relationship selector.
  • Fixed an issue where marking a scenario as "Competitive" was causing the application to display errors.
  • Removed extraneous popup notifications from the My Account panel.
  • Split the Executive Summary into two print options.
  • The Taxable Equivalent Rate is now available as a field tag on the Index Rate when a tax exempt option is selected.
  • Added new fields to the Salesforce Connector.
  • Added Initial Funding Date to the opportunity dashboard export. 
  • Fixed an issue where loans and deposits with a $0 amount did not show in the opportunity dashboard export.
  • Improved Andi®'s suggestions for deposits to reach opportunity ROE targets.
  • Expanded the guarantee type drop down box.
  • Added the ability to map Participations properly through the Relationship Awareness data upload.


Data Feeds

  • Corrected the relationship data feeds so the loan and deposit balances are now being accurately reported.
  • Added Average Economic Capital and Average Regulatory Capital to each of the Active Accounts data feed reports.
  • Added a public API endpoint for the opportunities data feed.



  • Users without the Manage Regions permission can no longer see the trash can icon to delete regions.
  • Users can now set the Funding Curve Type and the Interest Rate Calculation Factor when creating a new Custom Funding Curve.
  • Fixed an issue where the consumer loan products edit screen wasn't loading.
  • Users without the Manage Regions permission can no longer see the funding package summaries.
  • Fixed a typo on the product configuration printouts.
  • Fixed an issue with Welcome emails not being sent when new users are created.
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