Release notes

Download a PDF version of the release notes here.

TIP: Looking for release notes for all Axiom products, including current and previous versions? Click here.

New features in 2021.1

See What's New.

About the Release Notes

Syntellis is pleased to announce the 2021.1 release of Axiom Financial Institutions Suite. Each product release provides new features, enhancements, and configuration options to meet your needs. Many of these features and enhancements are a direct result of your feedback and suggestions.

The purpose of these release notes is to provide you with the following:

  • High-level descriptions of new features
  • Information to know before upgrading
  • Steps for preparing for and scheduling your upgrade
  • List of fixed issues

TIP: Periodically, the release notes are updated when new information is available, including patch release fixes. To view the latest release notes, we encourage you to view them in the Axiom Financial Institutions Suite online help. On the help home page, simply click the Release Notes link at the top of the page.

What to know before upgrading

IMPORTANT: You must apply the Platform 2021.1 upgrade before applying any 2021.1 Axiom product upgrades. Axiom upgrades are backwards compatible to 2020.1 Axiom Planning and Profitability Suite so you can upgrade different products at different times, but you must upgrade to Axiom 2021.1 before the first product upgrade. Refer to the Axiom 2021.1 Release Notes for considerations before upgrading.

When upgrading to the 2021.1 version of Axiom Financial Institutions Suite, keep in mind the following:

  • This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
  • This product upgrade contains updated templates, calculation methods, and remediated defects.
  • Syntellis-delivered reports may be replaced. Any report that you saved under a different name or created new will remain untouched. Replaced reports are available in Document History, if needed.
  • Any Syntellis-delivered report that was moved to a new location will automatically move back to its original location.
  • Syntellis product templates and calculation method libraries will be replaced.
  • Syntellis product task panes will be replaced.
  • Syntellis process definitions will not be replaced.
  • Driver files will be replaced.
  • Security roles and sub-systems will be reset to their configured settings. All user security exceptions you may have made will remain intact.
  • Specific items configured as part of your company or organization's implementation such as imports, exports, driver files, and process management files, will remain as is. Any required modifications to these areas are covered in the release notes, if required.

Preparing for and scheduling upgrades

Summary of the upgrade process:

  1. Review product release notes – Review this document to familiarize yourself with the new features and functionality.
  2. Schedule an installation date – Submit a request to your organization's Axiom Master System User (MSU) to contact support by creating a support ticket to schedule an installation date and time with at least three days of advance notice. The request should include the following information:
    • Desired Axiom platform version.
    • Desired Axiom Financial Institutions Suite product and version.
    • Indicate whether to first refresh the Axiom test sandbox with a copy of the production instance of Axiom and apply update(s) to it. If so, provide the soonest that Syntellis can do this.
    • Propose an approximate two-hour downtime window when Syntellis can apply update(s) to the production instance of Axiom during regular business hours, Monday through Friday 7 AM to 7 PM Central (except holidays recognized by Syntellis).

  3. Complete manual configuration updates – After installing the upgrade, review any manual setup steps needed to enable features for this version.

Getting help and training

Syntellis provides world-class resources at your fingertips directly within the Axiom system. Axiom Help provides topics, knowledge base articles, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, click the Help icon in the main toolbar:

This opens the Axiom Financial Institutions help site, which in addition to the aforementioned resources, also provides search and filter functions that make it easy to find information about specific topics.

Syntellis Central

Syntellis Central provides centralized self-service content and resources for the Axiom Financial Institutions Suite platform and suite of products. Using Syntellis Central, you can:

  • Search help across all Axiom products
  • Access tips, tricks, and best practices in our knowledge base
  • Find training & certification content including on-demand, video, webinars, labs, and instructor-led courses
  • Submit a support issue, find suggested content, and manage any outstanding issues directly with us
  • Review open Software Service project status and details

Technical considerations

Please consider the following when upgrading to the latest version of Axiom Financial Institutions Suite:

  • All fields in standard tables are locked down.

  • If you are on any product release prior to 2020.4, please contact Tom Barnowski to discuss migration to the next generation of Axiom Planning and Profitability.

Issues fixed in 2021.1

The following table lists issues resolved in 2021.1.1, released March 15, 2021.

Issue Description
PFB-08577 - Cash Flow Forecaster - Amortizing periods remaining error

Issue: Cell BJ33 of the Cash Flow Forecaster- CashFlowCalc tab needs to point to the Amortization Start Date (AB53) instead of Max(Renew/OrigDate) (AE51).

Resolution: Corrected the Cash Flow Forecaster so that it uses Origination Date rather than Max(Renew/OrigDate) in the Amortizing Periods Remaining Calc.
Interest Index Spread field should be disabled if 'use calculated spread' checkbox marked [TFS 72284]: Issue: Interest Index Spread field is active in the Balance Sheet Projection Driver when it should be disabled.

Resolution: Corrected the Interest Index Spread field by adding a condition for the Use calculated spread check box.

Issues fixed in 2021.1.1

The following tables lists issues resolved in 2021.1.1, released April 12, 2021.

Issue Description
[UAT] Budgeting - NonInterest income is not saving during processing [TFS 86626]

Issue: The non-interest budget editor is not saving income when plan files are processed from the Command Center. It will save data when a plan file is opened in the editor is opened, a change is made, and then the data is saved.

AF Funding has no interest income calculated when I process the Plan Files.

Resolution: A shared variable was not being set properly during plan file processing, which caused income to be skipped. The following resolution does not rely on that variable, which is only needed for Web interaction:

  • Modified Plan File Processing so that separate instances of the non-interest editor are used for Income and Expense. This resolved a related issue with the CustomZeroTag so it will be correctly set to Expense rather than Assets during Plan File Processing.
[UAT] AxSource default error for CopyMgtgltoPlanColumn [TFS 86977]

Issue: CopyMGTGLtoPlanColumn should have the same settings as CopyGLtoMGTGL column

Resolution: Updated CopyMGTGLtoPlanColumn to have the same default data as CopyGLtoMGTGL. This default data gets saved on install and can then be updated as needed.

NOTE: This column is not updated in existing systems. The administrator will need to review the values in these columns and modify accordingly. It is important that SourceID 5, which identifies budget utilities, is set to False in CopyMGTGLtoPlanColumn.
[UAT] FTP Key rate calculation is not working [TFS 86979]

Issue: Users cannot enter and save weights in the Key Rates utility.

Resolution: Updated the form with lightweight Autosubmit and AQ manual refresh turned off. Form can now be edited and saved.
Home Page - GL Published date is wrong [TFS 86980]

Issue: The GL Published Date on the Command Center home page is not using the Published Period and Published Year.

Resolution: Updated so that the GL Published Date will reflect Mark Month Complete. After clicking the Mark Month Complete button, the system will update the GL Published Date in the Command Center home page.
[UAT] [FISERV] Import to GLTrialBalance Table (3 Balance Columns-DTYPE in columns - Map errors, New ACCT and DEPT values are not being imported [TFS 87479]

Issue: Mapping is not properly aligned.

  • Incoming balances are being mapped to the wrong target columns

  • The MTD Balance target column is missing. Not mapped.

  • Is Balance in the Source SQL needed?

  • Transforms to insert new GL Accounts into the ACCT table is missing

  • Transforms to insert new departments into the DEPT table is missing

Resolution: Updated the import so the mapping matches and the add Acct and add Dept transforms are turned on and notifications are sent to the roles listed.
[UAT] Payroll Planning - terminated employee setting is not being saved [TFS 87480]

Issue: When terminating an employee in the Payroll editor, the termination is not being saved.

Resolution: Records for terminated employees are added to the PayBudMngrInput table and employee expenses set to $0 in the month terminated. Changed the Enable Termination flag so that it defaults to TRUE rather than FALSE.
[UAT] Standard Rates Save2db - Equity Ratio error [TFS 87664]

Issue: The Equity Ratio denominator is incorrect. It is Average Assets and should be Ending Assets.

Resolution: Changed the Standard Rates Save2db utility so that the Ratio denominator is Ending Assets.
[UAT] GL Summary Trial Balance - default value is not set correctly [TFS 87760]

Issue: The EOM year to date Net Income calculation should default to using the MTD data type to calculate net earnings.

Resolution: Set the Company.YTDEarningsEOMBalance column default to 1. As company records are added, they will default to use MTD.

Also added descriptions to Company.YTDEarningsEOMBalance and Company.YTDEarningsAVGBalance