Andi Skills
Improvements
- Created a new Cost of Funds skill that displays the cost of funds within the opportunity.
- Created a new Spread over Cost of Funds skill that displays the spread over cost of funds within the opportunity.
- Updated the Stale Pricing Date - Warning skill to include a configuration for whether the warning tag should appear on the field, summary window, or both.
- Updated the Treasury Escalated Approval skill to support emails when financial institutions have strict IP whitelist rules.
- Updated the Cost of Funds and Spread over Cost of Funds gallery skills to include a configuration for whether you want to include interest rate adjustments.
- Updated the Suggest ROE Increase Using Fees gallery skill to include a configuration for fee recommendation ceiling.
- Updated the Solve LOC Utilization Usage for Target ROE gallery skill to support the Relationship Level Down Target strategy.
- Updated the Solve For gallery skills to support the Relationship Level Down Target strategy.
- Updated the Escalated Approval – Basis Points Under Target gallery skill to include the following:
- Comment box for the requestor.
- Updated the audit log status for resubmissions.
- New configuration to multi-select return on capital type used in skill calculations.
- Renamed the approval tiers to approval triggers to signify approvals don’t have to go in order with each trigger having it’s own logic with “and/or options.
- Added stair-step approval logic option.
- Added approval cause within the summary tag and emails to describe why approval is needed.
- Added configuration validation and support for updated opportunity links.
- Added configuration to choose to remove the standard Andi template within emails.
- Added Opportunity and Pipeline Scenario names to the audit file.
- Updated the Treasury Opportunity Invite skill to support IP restrictions.
Bug Fixes
- Fixed a bug preventing the Increase ROE - Conversational skill from working.
- Fixed a bug for the Treasury Template skill that prevented the skill from working when configurations were not entered.
- Fixed a data caching bug with the Portfolio Insights – Upcoming Renewal skill.
- Fixed a typo in the skill description for the Loan Net Interest Margin in Basis Points – Notification gallery skill.
- Fixed an error in the Swap Help Request gallery skill that repeated email data.
Andi Skills Manager
Improvements
- Simplified the Email Analytics page to remove delivered, opened, read, bounced statuses.
Bug Fixes
- Fixed website redirects for banks leveraging custom PrecisionLender SSO.
- Fixed a bug where a new audience would not save.
- Fixed an issue where configuration fields marked optional displayed a Numeric Validation notification when empty and prevented submission without information in the fields.
- Fixed a bug where changing the name of an audience would not allow you to save.
- Fixed the formatting for icon and button padding inconsistencies in the Andi Skills Manager.
- Fixed the Skill Email Dashboard tooltip.
- Fixed the Skill Dependency Calls tooltip positioning.
- Fixed formatting for Analyze hovers.
- Fixed Multiselect Component for option groups.
- Fixed an error that caused Custom Responses to get stuck spinning while saving.
- Fixed an error where Audience Groups did not update on adding, deleting, or updating.
- Fixed a bug in the Add New User Form. When the Add User button was selected, the screen would not load.
- Fixed a bug where Message Overrides were not populating.
- Fixed a bug where skill versions were showing draft in the dropdown.
- Fixed a bug where the search field on the manage skills section of the Configure tab in the Andi Skills Manager was not working.
- Fixed a bug where the default values for start and end date pickers in the Andi Skills Manager were not populating.
Andi Skills Builder
Bug Fixes
- Fixed a bug where Powers Names did not persist on save.
- Fixed a bug where all hyperlinks in Andi Skills Builder with a # in the URL were broken when attempting to open in new tab.
Andi Blueprints
Improvements
- Updated Blueprints to allow Payment Type as a taggable field.
- Updated Blueprints to allow Currency as a taggable field and condition.
- Updated Blueprints to allow Commitment Type as a taggable field and condition.
- Updated the Blueprint build button to show a building loading indicator.
Bug Fixes
- Fixed a bug that prevented emails from being sent in the Forms Blueprint.
- Fixed a bug in the Forms Blueprint where option selection was broken.
- Fixed a bug that caused blueprints to sometimes error.
- Fixed a bug where the audience skill version dropdown for Blueprints could get stuck in a broken state.
- Fixed a bug in the Scheduled Emails Blueprint for Pricing Region and Rate Type conditions.
- Fixed a bug where the does not contain condition was not working for collateral names.
General Improvements
- Fixed a bug where field tags would not stay next to the corresponding field when scrolling.
- Fixed a bug that prevented skills from showing in the Configure tab after being installed.
- Fixed a bug related to the width of forms for Andi in PrecisionLender.