General Availability releases

Financial Institutions Suite change log

This change log provides cumulative updates about enhancements, features, and fixes to Axiom Financial Institutions Suite.

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General Availability releases

GA 2024.1 (2/19/2024)

This release includes the following new enhancements and issue fixes.

Enhancements

This release includes the following enhancements to existing features:

Redesigned Pricing Request page

Added these new features to the Pricing Request page in RPPS:

Ability to select columns and rearrange their order
Ability to rename a pricing request

Redesigned RPPS report tables

Revised the Summary tab on the following pages of the RPPS report tables:

Relationship Report
Customer Report
Instrument Report
Scenario comparison Report

Summary of changes to all pages/reports:

Back-end calculation formulas were updated to ensure value consistency across all reports.
Scenario comparison now displays future 12-month values to improve scenario impacts.
The Current year-to-date column was removed from reports. Current Month, Current 12 Months, and Future 12 Months columns remain the same.
The non-interest income rows are now categorized by product type rather than income source.
Loan balance and deposit balance KPI tiles were added to customer report.

New embedded tooltips

Added embedded tooltips in the Organizational Profitability area within the Command Center.

Added YRMO to product suite home page

The Year/Month (YRMO) is now displayed on the home page to show the time frame on which the visualizations are based.

Transaction tables added as drivers for ORG allocations

The InstrumentTransaction table was added to the Source Table dropdown menu within Command center > Financial reporting > Manage data > Generate statistics > Add statistic. Use this new option to use data from transaction tables as a driver for ORG allocations.

Issues fixed

This release resolved the following issues:

Issue	Description
Case Number 00527666 - Payroll Budget users unable to apply salary adjustments. [#80384]	Summary: Comments were required in payroll, regardless of the organizational comment threshold for new employees. Resolution: New employee adjustments now require comments at the organizational threshold only.
Case Number 00524129 - Plan Files show incorrect FTE data when employee FTE is <1. [#74989]	Summary: Partial employee FTEs were displayed incorrectly in the payroll user interface upon transferring the FTE. Resolution: Partial FTEs are now displayed as expected when transferred.
Case Number 00536383 - RPPS Pricing Request - Origination Expense and Origination Points not updating in reports. [#85969]	Summary: Origination expenses were not calculated correctly for variable ITYPE products. Resolution: Origination expenses are now calculated correctly in the month of origination.
Case Number 00517663 - Defect in Planning User security role - table filters. [#66237]	Summary: Planning Users within the Planning subsystem may not have had access to their assigned file groups. Resolution: Prototype DEPT and Budget filters were updated to ensure assigned file groups are visible for these users. (Security requires a manual update for existing filegroups.)
Case Number 00528000 - Unable to create Forecast from Source Budget 2024. [#80521]	Summary: The Version field was required when attempting to create a new plan filegroup from an existing source (Forecast from Budget or Budget from Forecast) in Command Center > Financial Planning > Budgets, even though the field was not applicable. Resolution: The Version field is no longer required to create a new plan filegroup.
Case Number 00525663 - Planning Prepaid Contract Start Year/Month missing. [#80131]	Summary: On the Planning page for Prepaid Contracts, the start Year/Month (YRMO) was omitted and only the end YRMO populated. Resolution: Revised the logic in the plan editor to include the start Year/Month (YRMO) in the Planning page for Prepaid Contracts.
Case Number 00527280 – Top-Down Spread Utility. [#80579]	Summary: The refresh variable for liabilities in the Top-Down Spread excluded non-interest deposits. Resolution: Revised the logic to include non-interest deposits.
Case Number 00528186 - Payroll Planning page attempts to retrieve a deleted File Group due to orphaned dependency. [#81953]	Summary: File groups could be deleted even though they served as a source for another file group. Resolution: When attempting to delete a file group, a message now indicates that the file group cannot be deleted if that file group serves as a source for another file group.
Case Number 00528016 - Historical Yield/Cost not calculated in plan file. [#82441]	Summary: Historical rates were not calculated correctly in the cash flow planning method. Resolution: The calculation method was updated to correctly calculate historical rates.
Case Number 00530522 - Cash Flow. [#83258]	Summary: The formula for the Cash Flow Forecaster inflated principal payments when using a combination of Payment Frequency > 1 month and adjustable rate ITYPE. Resolution: The formula was corrected and now accurately calculates principal payments.
Case Number 00533187 - Imports to Instrument- Profitability table. [#84834]	Summary: Instrument ID string lengths in imports were inconsistent with the string lengths in the tables. Resolution: Set string lengths to 100 in both tables and imports.
Case Number 00536829 - Map income/attribute not using preferred names. [#86534]	Summary: The column mappings on the Map Income page (Command Center > Customer Account Profitability > Map Income) showed the custom field titles and not the preferred names that clients entered. Resolution: The column mappings on the Map Income page now display any entered Preferred Names.
Case Number 00530325 - Magnifi Prepaid Contract - out of order. [#82435]	Summary: On the Planning page for Prepaid Contracts, any updated ContractID numbers caused a sequencing error when adding new contracts. Resolution: Adjusted the sequencing logic to account for contracts with updated ContractIDs.
Case Number 00533029 - Yield Trend report. [#85892]	Summary: Users could not select a file group after selecting a plan in the Yield Trend report. Resolution: Users can now select a file group from the Select a Plan dropdown menu after selecting a plan.
Case Number 00535018 - Payroll Manager inputs randomly zeroed out by processing. [#86305]	Summary: If a termination date preceded a merit adjustment date for another employee in Payroll Planning, merit adjustments were zeroed-out after running the Build and Recalc Plan Code scheduler job. Resolution: Updated the AQ logic so that adjustments and terminations are saved as expected, regardless of preceding event dates.

Early Availability releases

EA 2024.1 (1/29/2024)

For the enhancements released in version 2024.1, see the 2024.1 release log entry for 2/19/2024.