Improvements

• Added the following new Product propagation options:
  • Operational and Market Risk Capital, which is available for both Commercial and Consumer Loan products
  • Funding Curve Adjustment Defaults, which is available for Commercial Loan products for clients using the Index Adjustment feature 
• Updated Target, Base Target, Adjusted Target, and Target Adjustment labels to reflect the selected Capital Strategy on the product view/edit, assumption set dialog, and product printouts.

• Added support for creating Treasury product variations in Premium Treasury Pricing by adding Packages. PrecisionLender now uses the package name and service code combination as the unique identifier for Treasury products. This allows Treasury product variations to share the same service code without sharing the same product configurations/assumption sets. PrecisionLender has added a new Admin product configuration field called Package Name. The Package Name field is not required and can be left blank.

  Additionally, users can now identify the AFP code for Treasury products using a new Admin product configuration field, AFP Code, which can be found toward the bottom of the Treasury product configuration page. The Package Name and AFP Code fields have been added to the Bulk Product Import as well.

Bug Fixes

• Fixed an issue where the Commercial Loan Product List Summary printout erroneously displayed deleted products when Show Disabled Products was enabled in Administration.
• Fixed an integration issue where logged-in users were not being set as the owner of the Product Package/Loan when the user selected Send to LOS on an Opportunity and Use Opportunity Owner as Owner Source was disabled.