General Improvements

• Fixed an issue where a large dot would flash on the opportunity screen in the Andi window while additional content was being loaded
• Loan scorecards can now be set with Andi tags 
• Added the ability for Andi to create a field tag on the Stage field 
• Forms within threaded conversation 

Andi Skills Builder

• We've made it easy to utilize Data Library reports when developing skills. A list of all reports available for your organization can be found by expanding the "Data Library" section within the Skills Builder.
• Added a Contains comparator for string context queries
• Added support for re-ordering skill config and localization keys in the Skills Builder

Andi Skills Manager

• We've updated a number of our gallery skills. To receive these enhancements, you'll need to update to the latest version of the skills.
  • Escalated Approval – % Under Target
    • Andi now shows a configurable message if a loan is under a specified amount of basis points under the product's target, and will facilitate the approval process by creating an email with loan and opportunity details
  • Incentives Based on ROE – Notification
    • Formerly known as Opportunity ROE Approaching Target – Notification; we've added the ability to configure products, incentive tiers, and payout source within the skill page instead of a .csv upload.
  • Existing Deposit – Warning
    • We've added the ability to configure the message shown and to configure the average balance difference when determining whether the warning should be displayed.
  • Deposit Rate Suggestion
    • Added a dropdown list to exclude certain deposit products from this skill instead of manually entering product names
  • Consider Adjustable or Floating Rate – Notification
    • Added the ability to configure the message shown for each rate type (floating, adjustable, or floating & adjustable); also added a configuration for maturity threshold
  • Minimum Spread Over Cost of Funds – Warning 
    • Added the ability to configure message and bps threshold by product
  • Stale Close Date – Warning
    • Added the ability to customize the message
  • Stale Pricing Date – Warning
    • Added the ability to customize the outdated pricing and expired rate lock message
• Andi also now has the ability to utilize the reports in the Data Library within skills. We've built a ’Portfolio Insights – Upcoming Renewals skill based on this that notifies users in the Andi summary window when existing LOC and Letter of Credit product types are approaching their maturity dates. 
• Client names now display in the Andi Skills Manager header