Important New Features

  • Delivery to Promise
    • For users with Relationship Awareness, the ability for administrators to enable users to access the Delivery to Promise Dashboard has been added as a permission within the Security Profile. When enabled, users will able to see in the Relationships Grid whether a borrower delivered on their promise to open new deposits in a Closed-Won opportunity. If you’d like to learn more about Relationship Awareness and Delivery to Promise, please contact your Client Success Manager or email us at and we’d be happy to help.


Bug Fixes

  • Fixed an issue where the Risk Rating displayed in the incorrect order within an opportunity.

  • Fixed an issue where the Full Opportunity Printout printed the name of the relationship owner instead of the opportunity owner for Closed-Won Relationships.             

  • Fixed an issue where rate sheet printouts contained tiny print.

  • Fixed an issue where the radio buttons within the “Relationship Options” popup in the Relationship Impact tab did not work in Internet Explorer.

  • Fixed an issue where the incorrect Andi® field icon was showing on the commitment amount field when Andi® had a suggestion for expected utilization.

  • Fixed an issue where Andi® was not providing recommendations for expected utilization for a Line of Credit.

  • Fixed an issue where Andi® repeatedly reloaded in Internet Explorer.

  • Fixed an issue in the Product Edit Screen where the combo box for Default Exposure Type was tiny when the window width decreased.

  • Fixed an issue where the Utilization Sensitivity Chart was missing for Line of Credit loans with only one scheduled commitment.

  • Fixed an issue for SalesForce users where Relationship Names were not always displayed the first time an opportunity was loaded.

  • Fixed an issue where an opportunity would not save when the amortization term was less than the loan maturity.

  • Fixed an issue in the Assumption Set to correctly show a product configuration selection of Transfer Duration or Transfer Rate.