What’s new

Welcome to Version 2019.4 of Axiom Financial Planning!

Enhancements in this release include:

  • Updated health care median rations – The Rating Agency Medians driver has been updated with the most current values. You can now open a report and select medians with the latest data.
  • Enhancements to the Transfer to Financial Planning utility – This release includes the following improvements and new functionality:
    • Assign columns in the DEPT table as the default source for model and node selection.
    • A new Filters panel lets you narrow the list of models and nodes.
    • Use the Transfer to Financial Planning utility in tandem with the Annual Rollforward Utility to save data to existing nodes.
    • The FPType filter has been moved from the Configuration for Data Transfer page to the Filters panel.
    • FPCode mapping updates – Improvements include:
      • The configure mapping dialog now provides code mapping suggestions to help you resolve code mapping issues for some of the most common mappings.
      • A new FSDetail Filter column lets you narrow the list of ACCT.FPCode values to specific FSDetail codes from the ACCT_FPCODE validation table.
      • A new FPCode Filter option, Potential Mismatches, filters the list to display what the system determines to be potential mismatches between codes listed in the FSDetail column and the FPCode column.
    • The Select data options page (page 4) is no longer hidden for cases in which Rolling Forecast is selected as a data source. Instead, the page displays as read only.
  • Code Dimension Update utility – Two new columns in the Code Update Report in the Dimension Update utility allow you to configure conversion factors specifically for Year 2 and Year 3 in the Transfer to Financial Planning utility.
  • Home page redesign – The Home page for the Windows and Excel clients has been updated with the current Axiom logo and a new look-and-feel.