Improvements

• To improve usability, added alphabetical sorting to the dropdown list of custom indices that is available after selecting an Adjustable or Floating Rate Type for an opportunity.
  
  

Bug Fixes

• Fixed a bug related to regulatory capital allocation in deposit products in the Relationship Awareness version of the Financial Statement. For deposit products allowing separate regulatory and economic capital configurations, the Percentage of gross revenue under Operational & Market Risk Capital Allocation for Economic Capital was also being passed as the Percentage of gross revenue under Operational & Market Risk Capital Allocation for Regulatory Capital. With this fix, the Avg Regulatory Capital on the Relationship Awareness version of the Financial Statement will now display the correct values.
• Fixed an issue on the Full Opportunity printout where the system did not print the Region-level Target RORC override value and instead printed the engine calculated value.

Upcoming Improvement

In an upcoming PrecisionLender release (likely in mid- to late May 2025), the Financial Statement will be updated to include the Operational and Market Risk RWA within Economic RWA. The Economic RWA is visible in the information popup on the Avg Economic Capital field. There will be no change to the value of the Avg Economic Capital field, as only the Economic RWA that is visible in the information popup will be updated. This change will be noted in the applicable Release Notes once the release date is confirmed.