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 2022.2

About the Release Notes

Syntellis is pleased to announce the 2022.2 release of Axiom. 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 online help. On the help home page, click the Release Notes link at the top of the page.

What to know before upgrading

IMPORTANT: You must apply the Axiom 2022.2 upgrade before applying any 2022.2 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2022.2 before the first product upgrade.

When upgrading to the 2022.2 version of Axiom, note the following:

This product upgrade contains updated templates, calculation methods, updated drivers, and remediated defects.
You can replace Syntellis reports. Any report that you created or saved under a different name remains unchanged. Revised reports are available in Document History.
Any Syntellis report that was moved to a new location is automatically moved back to its original location.
Syntellis product templates and calculation method libraries are replaced.
Product task panes are replaced.
Process definitions are not replaced.
Driver files are replaced.
Security roles and subsystems are reset to their configured settings. Your user security exceptions remain intact.
Specific items that are configured as part of your company or organization’s implementation such as imports, exports, driver files, and process management files, remain unchanged. Any required modifications to these areas are covered in the release notes.

Preparing for and scheduling upgrades

Summary of the upgrade process:

Review product release notes – Review this document to familiarize yourself with the new features and functionality.
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).
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 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 and 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 Support.
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 2022.2

The following table lists issues resolved in 2022.2, released August 17, 2022.

Issue	Description
88576	The Payroll Budgeting - Transfer Recap page reported wrong FTE and YTD Salary amounts.
137247	The Fiserv - Security Defect - Default Planning Admin role was unable to run data quality assessment (DQA) for the new period.
146520 (Case number 00473285)	An issue occurred with data that was saved on the Non- interest tab.
141347	The file group sync did not update driver tables, which resulted in query errors.
135239	The ORG Profitability - Active toggle setting for Allocation Rules did not work correctly.
131403	The planning administrator role could not update the base period and save the settings.
140762	Organization allocation rule drop-down and filter saved 'STATS', but the tables displayed 'STAT'.
145253	New plan years were not calculated when target annual balances were entered and the base period was 12.
139901	Not all columns were displayed on the Instrument Data Mart/Manage tables/Default.
139843	File group processing did not save non-interest expense.
139034	Relationship Profitability and Pricing System (RPPS) tax rates were entered by the department, not company.
139006	An error occurred when users tried to access plan files.
139132	Clients without an RPPS subsystem listed in security received a Command Center error message.
137215	The GL Summary Trial Balance referenced the incorrect fields for net income when using the month to date (MTD) setting.
137217	The Daily GL Summary Trial Balance referenced incorrect fields for net income when using the Month to Date (MTD) setting.
140345	The Active settings for responsibilities in Customer Profitability were overwritten by the survey settings. When the Survey was active, all responsibilities were active. When the survey was inactive, all responsibilities were set to inactive, and users could not set responsibilities for an active survey to inactive.
131255	Plan files processing failed when the Enforce Comments setting was set to Yes.
142372	The driver was deleted only after reloading the page and clicking Delete a second time.
142475	The created responsibility was not selected in the Responsibility field, but the Save function was enabled.
146573	The application could not process data under Financial Reporting in the web client.
145278	The Add Allocation button was missing.

Issues fixed in 2022.2.1

The following table lists issues resolved in 2022.2.1, released October 14, 2022.

Issue	Description
150816	In the Interest Bearing Map utility, fixed issue where the New Volume Rate Change Frequency would not save a new value and instead displayed a "1."
149207	In Relationship Profitability and Pricing System (RPPS), fixed issue where XMap would not load.
154579	When using the Bank Balancer file group utility in the Windows or Excel client, users experienced a file refresh error, due to an error in the formula. Updated the formula to be dependent on the fiscal year rather than the calendar year.
154739 (case number 00477292)	When using Treasury Production Import, the tPmtType was not properly mapped to the correct column in the Treasury table, which prevented the column from being populated from the Staging table. Updated the Treasury table to properly map tPmtType to PmtType.
154484 (case number 00480356)	Fixed Loan Loss Reserve driver table and utility errors that prevented accounts from being pulled into the Loan Loss utility. Updated the General Provision Expense formula to subtract, rather than add, Net Chargeoffs.
154746 (case number 00480370)	Fixed error in Plan Files that, when the Input monthly balance option was selected, improperly overwrote some cells.
154741	Fixed error in the Import utility where instrument staging imports did not delete prior YRMO data, wiping out data in the production tables.
154715 (case number 00481589)	Updated the formula in the CalcMethod library for the Add Budget Acct Driver for column I to flip so that if Income Statement should be MTD and Balance Sheet should be AVG.
154692 (case number 00481589)	In RPPS, fixed issue with the Interest Rate Drivers spreadsheet sometimes used 0 as an FTP rate,
154749	Fixed an issue with the FTPAssignment lookup table to prevent an invalid value of 0 being used.
154451 (case number 00481206)	Fixed formula used in Bank Balancer Utility calculations that caused some values, such as Retained Earning and Other Equity, to not be subtracted.
154736	Re-added the task pane when using the Bank Balancer so that user can refresh data.
154707	In RPPS, fixed problem with setting up a prospective instrument where the Accrual Basis menu was not populated.
152104 (case number 00478465)	Fixed problem with RPPS Administrator permissions that prevented notification being sent. RPPS Administrators need to be granted the Scheduled Jobs User permission.
155136	Fixed problem with the Interest Bearing Map utility where default settings were being applied when a user opened the utility saved. This applied to Interest indexes, Interest ACCT, and Adjust New Volume Rate.
155137 (case number 00482126)	Fixed an issue where noninterest expenses are not saving back data when initially processing plan files to kick off a budget.
155747 (case number 00479273)	Fixed issue in Fixed Assets in the web client where users are sporadically not allowed to delete a new fixed asset purchase.
154748	Client reported that they are unable to send comments via message streaming from the budget home page. This feature is not supported.
154753 (case number 00478788)	Fixed issue in Payroll Planning with Remaining and Total columns for Base Year calculations on the Plan File summary tab.
155303 (case number 00482315)	Use of the Delete option in the Fixed Asset plan file resulted in an item numbering error for fixed asset IDs. A new column in FixedAssetBud table now stores ItemID and prevents numbering error.