Release notes

TIP: Looking for release notes for all Axiom products, including current previous versions? Click here.

Download a PDF version of the release notes here.

About the release notes

Syntellis is pleased to announce the 2024.1 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

This document provides the list of changes to shared areas of the Axiom Healthcare Suite products, which includes:

• Suite-wide feature additions and changes

• Security changes

• Key platform changes

Each Axiom Healthcare Suite product has their own separate release notes that provide additional details about features and fixes that are specific to that product.

Prior to upgrading, review the Axiom 2023.4 Release Notes and the release notes for each product that is licensed by your organization.

New features in version 2024.1

See What's new.

What to know before upgrading

What to know before upgrading

IMPORTANT: You must apply the latest Axiom upgrade before applying any 2024.1 Axiom product upgrades. Axiom upgrades are backward compatible so you can upgrade different products at different times, but you must upgrade to Axiom 2023.4 before the first product upgrade. Refer to the Axiom Release Notes for consideration before upgrading.

When upgrading to the 2024.1 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. Process Manager will not currently work with the new system tables and web-based pages and utilities. Please review and potentially revise any Cost Accounting process definitions, depending on the scope and tasks that were created and are currently in use.
• 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. For example, Process Manager-defined processes for Cost Accounting must be modified by Client Success and have limitations with accessing web-based tasks.

• 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 and scheduling upgrades

Prepare and schedule upgrades

Summary of the upgrade process:

1. Review product release notes – Review this document to become familiar with the new features and functionality.
2. Schedule an installation date – Submit a request to your organization’s Axiom System Administrator or contact Support by creating a support case to request a Preferred Upgrade Window:

   • Log in to Syntellis Central.

   • Click Support Cases.

   • Click Schedule an upgrade.

   • Enter your Preferred Upgrade Window information.

   • Click Submit.

Getting help and training

Syntellis provides world-class resources directly within the Axiom system. Axiom Help provides topics, release notes, webinar/training announcements, and videos to guide you through managing your system.

To access these resources, click Online Help from the Main or Admin tabs, and then select the product. Axiom Help opens in a new browser. The online help opens only for products you are licensed to use.

Syntellis Central

Syntellis Central provides centralized self-service content and resources for the Axiom Healthcare Suite platform and suite of products. Using Syntellis Central, you can:

Syntellis Central provides centralized self-service content and resources for the 2023.4 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.

• Ask a question in the peer-to-peer Syntellis Community.

• Submit a Support issue, find suggested content, and manage any outstanding issues directly with Support.

Issues fixed in 2024.1

The following table lists the resolutions for issues addressed in 2024.1, released on February 19, 2024:

Issue	Description
77046 Case number: 00522882 Inconsistent calculations between new and legacy versions of RPPS Relationship Profitability and Pricing System.	Summary: In RPPS, cash flow and RAROC calculations were inconsistent from the previous RPPS version. Resolution: Updated calculations and outputs so that they match as expected.
72967 Case Number 00519079 Recon InstrumentProfitability to InstrumentAllocationStage report does not work - Excalate to Product	Summary: In Profitability, the Recon InstrumentProfitability to InstrumentAllocationStage report read incorrect column names (the report read preferred names). Resolution: Column lists for AQ1 now properly populate the InstrumentProfitability tab.
74595 Case Number 00524056 Fees and Expenses in Instrument Tables not Saving to CustProf	Summary: The CustProf import did not save fees and expenses. Resolution: Introduced a new utility that correctly identifies the columns list for CustProf and ProdProf imports. This utility ensures fees and expenses are saved as expected.
75188 Case Number 00524395 Escalation: CAP - InstrumentProfitability receiving multiples of expected fees	Summary: The Instrument Profitability import received multiple expected fees. Resolution: Updated the import transforms to eliminate multiple pooltypes for the same data.
74442 Case Number 00521130 FI Suite defect - Payroll does not support annual expense caps on Bonus Plans but does allow user to enter expense limits into drivers	Summary: In the payroll forecaster, annual expense limits for Bonus Plan calculations were overwritten. Resolution: Limits set in the drivers are now honored in the payroll forecaster.
73555 Case Number 00520995 Capital Doubling on New Pricing request	Summary: The Capital amount displayed on a new pricing request was double the correct rate. Resolution: The application now reflects the correct Capital amounts.