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 2022.3

About the Release Notes

Syntellis is pleased to announce the 2022.3 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 2022.3 upgrade before applying any 2022.3 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to the Axiom 2022.3 before the first product upgrade.

When upgrading to the 2022.3 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 not 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 five 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, 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 Joshua Applegate (JApplegate@syntellis.com) to discuss migration to the next generation of Axiom Planning and Profitability.

Issues fixed in 2022.3

The following table lists issues resolved in 2022.3, released December 5, 2022.

Issue	Description
154867 Case number 00480391	Fixed an issue in which saving or processing Payroll Forecaster did not provide any results, due to duplicate columns.
155416 Case number 00481756	Fixed an issue in which organizational allocations did not reallocate expenses.
155996 Case number 00482315	Fixed an issue with fixed asset input due to duplicate itemIDs.
147877 Incident INC011319225	Fixed an issue in which customers were unable to start data quality analysis (DQA) on the web client.
148631	Fixed an issue with the Loan Loss Provision driver, which was unable to retrieve subcategories and group them by category.
111242 Case number 00442033	Fixed several issues with the Line Item Validation report, including the Base Period refresh variable and updates to drill down references.
122568	Updated the Excel Holiday table to include Juneteenth.
122618	Fixed an issue in the Loan Loss and Provision utility that resulted in an error in the calculation of Provision expense.
124146 Case number 00452199	Fixed an error in the Supporting Details table in which field descriptions did not reflect the correct plan year.
89456	Fixed error in Product Spread Analysis - QTD.XLSX in which the value of January 2017 was hard-coded.
148929 Case Number 00476753	Fixed error in the Save FTP to MGTGL utility in which the Funding Center Department was not pulled from the Company table and the Parent Account values were not calculated properly.
149370 Case Number 00476293	Fixed an error where the Add Allocation button was missing if no allocations existed, which prevented customer from adding an allocation.
150391 Case Number 0047729	Fixed an issue in the Treasury table where tPmtType was not mapped to the correct column in that table, which prevented the column from being populated from the staging table.
150614 Case Number 00476362	Fixed an issue in which the Rate Volume Variance report displayed an error when Actual was selected.
150834 Case Number 00477626	Fixed an error where Instrument imports did not remove old records from the Production table.
149695 Case Number 00477253	Fixed an issue that caused the Refresh Semantic Domains job to fail, because the utility was associated with a prototype.
151387 Case Number 00478287	Fixed an issue with Officer IDs in Credit Card file imports because the CreditCard Production import did not include the same Add Dimension elements for Officer IDs of other instrument production imports.
152295 Case Number 00478479	Fixed an error in which the Loan Loss Category Driver added an extra loan loss reserve in the Code column, which resulted in the Account not being pulled in to the Loan Loss utility. Also fixed an error in the Loan Loss Reserve utility General Provision Expense formula so that Net Charge-offs are subtracted, not added.
154110 Case Number 00481096	Fixed an issue in which the Fund Transfer Pricing (FTP) yield curve name did not enforce the correct name limitation in the web. Now, both web and desktop clients enforce the 15 character limit.
157942 Case Number 00484917	Fixed an error in which the transform to calculate the Opened this month flag was disabled, which prevented customers from capturing statistics or generating other reports of deposit accounts opened during the period.
156278 Case Number 00482208	Fixed an error that occurred when customers chose to not plan FTP in a budget file group, which resulted in issues in the Interest Rate Driver table.
156304 Case Number 00483138	Fixed a mismatch in the Yield Curve Interpolation utility, where the utility stated it can interpolate up to 30 points, but only 20 points are supported.

Issues fixed in 2022.3.1

The following table lists issue resolved in 2022.3.1, released January 17, 2023.

Issue	Description
159441	Fixed an issue with the Bank Balancer job when it was run from the Command Center, resulting in only one company being processed instead of all companies.
159723 Case Number 00486087	Fixed an issue when using a negative volume amount as the Balance forecast method for an account using the Cash Flow Balance forecast method.
161366 Case Number 00477626	Fixed issue with Treasury Product import index issues. The NativeIndex was dropped from TreasuryStaging. Instead of updating the Treasury table, it was added as new records to InterestIndex.
160458	The user interface text advised users to click Add Transactions to create a new rule, instead of + Rule. The text was updated to Click + Rule.
162001	Fixed a problem with DQA Data Qualtiy Analysis where ASOFDATE was populated with YTMO.EndDate instead of YRMO.FiscalYRMO.
161655 Case Number 00488726	Fixed an issue where users were unable to create an alias for a forecast in the webview after deleting a filegroup.
158912 Case Number 00485957	Users were unable to import instrument data into the budget due to a data type error for the YRMO column in the CDStaging table. Fixed YRMO to use data type Integer 32.
155307 Case Number 00463893	Fixed issue with DQA Data Qualtiy Analysis code for AmortizationStartDate in the Summary report because the codes from AmortizationStartDate_CD were not included in the Summary table.
152838 Case Number 00479283 Incident INC009335212	In the Payroll module, users were unable to use custom names for bonus plans and instead were required to use "Bonus Plan" followed by a space before adding custom information for the bonus plan. Updated the formula to recognize custom naming for bonus plans to match all other custom naming of items in a Payroll budget.
163173	The Load Plan Yield Reporting Records job only generated yield records for plan year 1. This job is fixed to generate yield records for the base year and years 2-5.
162198	Fixed an issue in Customer Account Profitability surveys where users were unable to remove a responsibility with existing unit rate. Users can now disable a responsibility from a survey when there are existing unit rates.
162108	Fixed an issue where allocations were not processed when the Source Account filter did not include direct expense or references direct expenses that do not exist in the target table. Also fixed an issue where ClosedDept AQ3 fails when either the Source or Target DEPTS filters have a leading parenthesis.
154751 Case Number 00480370	Fixed a formula that resulted in annual input cells being overwritten with locked cell.
155311	Fixed an issue in the Interest Bearing Map utility that changed values back to the default values.
154867 Case Number 00480391	Fixerd an error in the formulas in the Payroll template that caused columns in the table to be populated with with the same data as the target column.
155413 Case number 00482126	Fixed an issue where non-interest income data was not saving correctly.
155416 Case Number 00482126	Fixed a problem in organization allocations not correctly reallocating expense.
155996 Case Number 00482315	Updated the Axiom New Fixed Assets calc method to fix an issue that resulted in duplicate values of an ItemID.
153016	Fixed an issue where version numbers in the source file group were replaced by blank value after the Create Planning File Group From Existing job was run.
146631	Fixed an error in the Loan Loss Provision driver when that driver was opened, refreshed, or copied from one file group to another.
149370 Case Number 00482315	Fixed an error in Organizational Profitability where the Add Allocation button was missing.
150834 Case Number 00477626	Fixed an issue in Instrument Loads to final production tables where old records were not correctly removed.