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2018-01-16 - Release Notes

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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 support@precisionlender.com 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.

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