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 2022.1

See What's New.

About the Release Notes

Syntellis is pleased to announce the 2022.1 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 2022.1 upgrade before applying any 2022.1 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 2022.1 before the first product upgrade. Refer to the Axiom 2022.1 Release Notes for considerations before upgrading.

When upgrading to the 2021.3 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 System Administrator 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 (TBarnowski@syntellis.com) to discuss migration to the next generation of Axiom Planning and Profitability.

Issues fixed in 2021.3

Issue Description

Case No. 00430402 - NextGen Defect (Fiserv) - Balance Sheet Projection Drivers - Interest Index (TFS 104633)

Issue: In the Balance Sheet Projection Drivers, the Interest Index column is not allowing user to select any of the custom interest rates.

Resolution: CustomInterestRate needs to be populated with the interest rate description for custom and FTP rates.
[UAT] - Balance Sheet Projection Drivers - FTP Rate selection is empty (TFS 104650)

Issue: User cannot select FTP rates in the Balance Sheet Projections drivers.

Resolution: Ensure that CustomInterestRate is populated with description and FTP rates.
[UAT] - Balance Sheet Projection Drivers - need to select FTP for Unassigned (TFS 104966)

Issue: Users are unable to select FTP for unassigned balance sheet accounts.

Resolution: Add FTP rates to the InterestBearingMap driver table, which will then be listed in the FTP rate column.
Command Center - Wrong Daily GL import utility selections (TFS 106931)

Issue: Wrong daily GL import utility selections in Command Center.

Resolution: Added Import to GLTrialBalancesSTAGING Table (12 periods-12 Balance Columns-DTYPE in rows) to drop-down menu.
Case No. 00446641- Subsystem does not allow access to DEPT or ACCT table - (TFS 118023)

Issue: When any upgrade or hotfix is performed, the security settings for all roles and subsystems are overwritten, requiring clients to redo their security settings.

Resolution: Clients can clone all roles and subsystems and set up all permissions using those clones, which will not be affected by any upgrades or hotfixes. See Using cloned roles and subsystems for more information.