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2017-07-31 - Release Notes

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Important Announcements and New Features


Additional Features and Bug Fixes

Relationships and Opportunities

  • Fixed an issue that intermittently prevented FTP values from being calculated.
  • Fixed an issue that prevented accounts with LetterofCredit payment types from calculating FTP values.
  • Fixed an issue where scaling factor was being imported incorrectly in the RA transform process.
  • Fixed an issue where there was a mismatch between the ROE displayed and the ROE calculated behind the scenes when an opportunity was saved.
  • Fixed an issue so that a bookmarked opportunity link will now open correctly even when a user is prompted for login first after their session has expired.
  • Fixed an issue that prevented some products from correctly saving and propagating changes.
  • Fixed an issue where Andi®'s "Ok" button was partially outside of the Andi® pop-up in Internet Explorer.
  • Added the ability to allow mapping of exposure types to loans through the Relationship Awareness process.


Rate Sheets

  • Made some improvements to HTML5 Rate Sheets to improve functionality.
  • Fixed some small issues with opening, printing, and saving Rate Sheets.
  • When users open rate sheets, the Filter Bar will display at the regional level by default.



  • Fixed an issue where some regions could not be edited because we were using outdated liquidity adjustments in calculations.
  • Fixed typos in the Standard Products Set.


API & Integrations

  • Fixed an issue where negative liquidity premiums could be fed through the API, resulting in trouble saving regions.
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