What's new in version 2024.1

The following new features are included in this release:

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:

  • My portfolio

  • 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 landing page

The Year/Month (YRMO) is now displayed on the landing 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.