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 2023.2

See What's new.

About the Release Notes

Syntellis is pleased to announce the 2023.2 release of Axiom Financial Institutions Suite. Each product release provides new features, enhancements, and configuration options. 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

Prior to upgrading, review the Axiom 2023.2 Release Notes and the release notes for each product that is licensed by your organization.

What to know before upgrading

IMPORTANT: You must apply the latest Axiom upgrade before applying any 2023.2 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to Axiom 2023.1 before the first product upgrade. Refer to the Axiom Release Notes for consideration before upgrading.

When upgrading to the 2023.2 version of Axiom Financial Institutions Suite, note the following:

  • 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 returned 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.

  • Shared tables might have any of the following changes:

    • Columns reordered
    • New columns added

    • Old columns removed (rare)

  • If you copy and paste into or from Axiom tables, please review the column order of those tables after upgrading to assess the impact to your internal processes.

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 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).

  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, documents, webinar/training announcements, and videos to guide you through managing your system. To access these resources, click the ? 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 2023.2 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 outstanding issues directly with Support.

  • Review open Software Service project status and details.

Issues fixed in 2023.2

The following table lists the issues fixed in 2023.2, released on July 28, 2023.

The following table lists the resolutions for issues addressed in 2023.2, released on July 28, 2023:

Issue Description
35159
Case number: 00493878

Fixed an issue with the Process Data job that reported 'Partial Success.' The job now saves all task results and ends successfully.

22904

Case number 00492364

Added a transform that maps InterestIndex based on the default value in the PROD table.

22909

Case number 00493673

 Fixed an issue where the Cost Allocation Operational Report did not refresh the MGTGL_Dept_Detail sheet when opened.

22911

Case number 00494489

 Fixed an issue with the YieldMappingValidationRptDrill that prevented users from setting refresh variables.

22912

Case number 00494607

 Fixed a problem in the RPPS Funds Transfer Pricing (FTP) Results report where data for the report was not populated.

22927

Case number 00494591

 Fixed a problem with the Save FTP to MGTGL.xlxs utility, which was unable to properly multipass for company numbers, resulting in FTP not reaching the MGTGL table.

22932/22933

Case number 0050500926

 Fixed an issue where users could not add CD instruments to a scenario.

22937

Case number 00500670

 Fixed an issue where Sync to Prototype set a value in the Loan Loss Category to 'null,' which is no longer a valid setting.

23019

Case number 00482974

 Updated the Bank Balancer utility to properly calculate Retained Earnings by filtering out forecasted Retained Earnings calculations.

34865

Case number 00501290

 Fixed a defect in the Interest Bearing Map.xlsx driver where the formula expected a blank value in certain fields, but because the fields were defined as integer columns, customers were required to look up interest accounts. Updated the table to populate with a 0 (zero).

35521

Case number 00501386

 Fixed an issue that used the Trial Balance report utility with the multi-pass option to populate Retained Earnings.

44675

Case number 00500885

 Fixed an issue in plan files with Fixed Assets where users could select fixed asset types that could not be managed in the fixed asset driver.

44395

Case number 00501286

 Fixed several issues for handling simple interest in Balance Sheet Projection drivers.

45663

Case number 00503235

 Fixed an issue that occurred when saving the New Volume Amortization Pattern driver after saving the Plan Settings Default driver.

45601

Case number 00503222

 Fixed issue with the Cost Allocation Engine in which the Rate Volume method incorrectly included reallocation calculations.

46621

Case number 00502953

 Fixed an issue in the Job codes driver where some fields did not properly format percentages.

47163

Case number 00502692

 Fixed an issue that occurred during a migration from Axiom Foundation to Axiom NextGen. The Cast Flow Forecaster (CFF) process ran without errors, but the associated CFF tables were empty and CFF reports were blank.

47816

Case number 00502848

 Fixed an issue in the Open Loans production import that failed due to errors in populating the FICO and FICOScore columns.

47824

Case number 00503008

 Fixed an issue regarding percentages on the FTP Assignment page. Added a percentage (%) symbol and updated the web and desktop views of the FTP Assignment used the same entry method of percentages (value divided by 100). Also, enabled values between -100% and +100%.

47979

Case number 00501286

 Fixed several issues in the Balance Sheet Projection drivers simple interest, including allowing the input of fractional interest rates, transforming input rates to percentages, and handling saved data.
48084 Case number 00503006 Fixed an issue that caused the FTP Key Rates editing window to not open completely .
48125 Case number 00504167 Fixed an issue with the Cost Allocation Engine for Rate Volume method that caused expense allocations to be doubled.
49120 Case number 00505231 Fixed an issue with Customer Account Profitability drivers where preferred names for custom columns were not displayed on the table.
50160 Case number 00487949 Fixed an issue in the Save logic for the ImportSettings table, which created null exception errors and saved the import with an ID of 0 (zero).
50216 Case number 00503008 Fixed an issue regarding percentages on the FTP Assignment page. Added a percentage (%) symbol and updated the web and desktop views of FTP Assignment used the same entry method of percentages ( value divided by 100). Also, enabled values between -100% and +100%.

Issues fixed in 2023.2.1

The following table lists the resolutions for issues addressed in 2023.2.1, released on July 28, 2023:

Issue Description

55886

User unable to search for concatenated fields in Customer Account Profitability

 Summary: Users were unable to search by concatenation of department number and department description in Customer Account Profitability map departments/map accounts.

Resolution: Users can now search by the concatenation of the fields in addition to each individual field.

49812

Issue with relationship report

Case number: 00504820

 Summary: In the Relationship report, origination expenses were displayed twice, once in total margin and once in non-interest expense.

Resolution: Origination expenses now show only in the non-interest expense section.

44343

Save Loan Loss results to MGTGL table does not calculate Annualized provision Expense

Case number: 00501362

 Summary: The utility to save loan loss results to MGTGL table did not properly calculate annualized provision expense

Resolution: The calculation method was updated to correctly derive the annualized provision expense.

51503
Syncing Forecast to Budget Causes variable to change

Case number: 00505488
Escalation request: 170416

Summary: Syncing forecast to budget sometimes caused changes in table variables.

Resolution: Updated the logic in file group versioning and DriveTableSuffix to prevent overwriting data and to preserve table variables with version info.

54088

Calculate Assigned Rates error when InstModelStg.Base
RateName is NULL

Summary: An error occurred in the Calculate Assigned Rates utility when InstModelStg.BaseRateName was NULL because the RuleMethod cannot have a NULL result.

Resolution: Added transform logic and updated mapping to CalcMethod to prevent NULL values when InstModelStg.BaseRateName is set to NULL.

44345

When doing non-interest planning, the growth rates by department dimension did not function

Case number 00501519

Summary: For PlanEditor_NonInterest and PlanEditor_NonInterest_Income utilities, growth rate by department dimension did not function correctly because the driver save settings to a table were different than where data editors performed queries.

Resolution: Updated the logic to correctly point utility queries to cell references.

60812

User gets error when editing a product in Profitability Data

 Summary: An error occurred when saving product settings in Command Center due to duplication of the FTPAssignment with bad lookup value data.

Resolution: Corrected a duplicate insert issue and added logic to create FTPAssignment data if it was missing for a product to prevent save errors.
22939

GL calendar missing dates

Summary: GL calendars were missing random dates in odd-numbered years.

Resolution: Updated GL calendars for years 2021, 2023, 2025, 2027, 2029 to be complete and correct.
50944

Some manually added employees salaries are not calculating

 Summary: Salaries were not calculated correctly in PayBUD20XX for manually created employees in the Payroll source table.

Resolution: Adjusted the calculation formula to verify whether the driver data is present; if it is not present, the formula uses the source-provided Current FTE.

64157

Errors with CreditCards import mapping for Risk Code

 Summary: In CreditCard production import, the RiskCode was not mapped properly to the Risk Code source.

Resolution: Updated the import to correctly map to the source and prevent errors.
60891

Buttons were difficult to use and locate when scrolling.

 Summary: When adding a new instrument in RPPS Relationship Profitability and Pricing System, users had to scroll to the bottom of the panel to click the Calculate, Add, or Cancel action buttons, which prevented users from viewing changes to their KPIs or table in real time.

Resolution: Froze the action buttons in the panel so that the action buttons are available at any time without needing to scroll.
60540

When using RPPS Relationship Profitability and Pricing System Relationship Builder, unassigned customers did not display the customer name.

 Summary: Users were not able to view the names of unassigned customers when using Relationship Builder.

Resolution: Updated the user interface for unassigned customers to display the customer name, followed by the Customer Import File Identifier (CIFID) in parentheses.

62836

RPPS Relationship Profitability and Pricing System summary not displaying correct FTM Future twelve month FTP Margin

Case number 00509384

Summary: The Future 12 Month (FTM) margin displayed incorrect values.

Resolution: Updated the calculation to reference FTM_FTPMargin values.

54633

Loan Pricing item

Case number 00507211
Escalation request 170417

 Summary: Non-interest income and non-interest expense for Loans displayed identical values.

Resolution: Updated the calculation for CalculatedTotalNonInterestFees for the Loans Prod type.

67469

RPPS Cash Flows - FTP on APS Alternate Payment Schedule loans

Case number 00519472

 Summary: FTP calculations on Alternate Payment Schedule (APS) loans were incorrect.

Resolution: Updated the logic to calculate FTP correctly.