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2017-05-24 - Release Notes

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Important New Features


Additional Features and Bug Fixes

Opportunities and Relationships

  • The Tax Exempt factor will now be applied to Swap rates for tax exempt loans for products that have Index Scaling Factor enabled.
  • Collateral and guarantees will no longer display on the Borrower Summary printout for clients using Facility Ratings.
  • Fixed an issue where the Delivery to Promise dashboard was loading slowly.
  • Removed "New" and "Add/Remove" buttons from Open Opportunities on the relationship page for users who cannot log into PrecisionLender directly.
  • Fixed an issue with Relationship Awareness where some loans were not being displayed.
  • Asking Andi® for immediate help will now automatically create a support ticket.
  • Users without View All rights will no longer be able to see opportunities assigned to other users.
  • The permanent portion of a conversion loan will now default to $0 fees instead of the product default.
  • When the Swap rate type is selected for an opportunity, LIBOR will be selected as the default index.
  • While on a relationship's page, "Deposit/Other" will appear as a product type for the new opportunity drop down.
  • Andi®'s suggestions for deposits will now round to the next thousand dollars instead of a decimal.
  • Horizon Financials will now list the "First N Years" instead of "Year 1 - Year 2". 
  • Fixed an issue where conversion loans were being displayed incorrectly in Horizon Financials.
  • For clients with multiple funding packages, the spread rate lock for fixed rate loans will now use the funding curve from the selected funding package.
  • Fixed an issue where the total Initial Fees weren't updating when the swap fee changed.
  • Fixed an issue where Andi®'s suggestions for maturity weren't being displayed.
  • Fixed an issue where accounts marked "At Risk" on the Relationship Impact screen weren't being displayed in the charts.
  • Fixed an issue with the product tabs when an opportunity page is zoomed in.
  • Fixed an issue where the filter bar wasn't filtering properly on the opportunity dashboard printout.
  • Andi® can now return both definitions and help articles.
  • Added Target ROE to the relationship printouts.



  • PrecisionLender will now enforce client-set roles and permissions for service users for our API.
  • Fixed an issue with editing existing regions and creating new regions.
  • Improved the "Opportunities Not Closed" data feed to sort the records better.
  • Added the option to set the Cost of Funds as the funding curve for fixed rate spread locks.
  • Added the ability for users to choose bank specific yield adjustment factors for tax exempt loan calculations in the Administration section.
  • Improved the appearance of the Product printout to more closely match the product edit screen.
  • Added a label to the "Name" field for the product edit screen.
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