3 New Features and Enhancements in this Release
- BI Multiworkspace Reporting Support
Users can now access BI reports across multiple workspaces with the correct workspace-specific data connections. Previously, BI reporting did not consistently resolve sandbox and configuration schema connection details across workspaces, which could limit multiworkspace reporting scenarios.
With this enhancement, BI can identify the required workspace connection details from the configuration and sandbox schemas and securely decrypt the required connection password at runtime. This allows reports to connect to the appropriate workspace schema without users manually managing separate connection details.
Users can continue using BI reporting for approved workspaces and sandboxes once the required setup is completed by the administrator. The configuration schema and all data sandboxes must be available, and the required connection pool setup must be completed during installation.
Business Value: This enhancement improves the BI reporting experience in multiworkspace environments by enabling secure, consistent access to workspace-specific data. It reduces manual intervention, supports sandbox-based reporting, and helps users view reports against the correct workspace data.
- Execution Results Report Viewing
Users can now view execution reports directly from the Execution and Results tab using the Actions menu for a selected execution. From this menu, users can choose to view either all available results or only the published results.
After selecting View Results or View Published Results, users can open the required report type from a secondary menu. Available report options include Trend & Composition Reports, Variance from Base Reference Date, Variance Between Two Dates for a Given Scenario, and Variance Between Scenarios.
This gives users a structured way to review execution outcomes, analyze trends, compare results across dates or scenarios, and focus only on published outputs when required.
Business Value: This enhancement improves result analysis by giving users quick access to multiple report views from a single execution. It supports better comparison, validation, and decision-making by allowing users to analyze trends, date-based variances, and scenario-level differences directly from the results workflow.
- Pipeline Onboarding – Automated and Manual Onboarding
Users can now choose between automated and manual onboarding when setting up Model and Pipeline onboarding. Previously, each onboarding step had to be configured manually, with no option to use model specification files to pre-populate assets or suggest mappings.
With automated onboarding, users can upload Input and Output Excel specification files during the Model Specifications Set Up step. The system uses these files to recommend source assets, date mappings, input variable mappings, output tables, and output metric mappings across the onboarding flow. Recommended items are clearly identified with a Recommended chip, and users can use the Show Recommendations toggle to view recommendation details during onboarding.
Users who do not want to upload specification files can continue with manual onboarding and configure each step individually. Both options follow the same guided flow: Model Specifications Set Up, Source Data Selection, Date Management, Input Variable Mapping, Output Table Selection, Output Metric Mapping, Portfolio Mapping, and Review & Submit.
Pipeline onboarding is supported for RRF Process and RRF Run Process types. Composite processes are not supported.
Business Value: This enhancement helps users complete onboarding faster by reducing manual asset selection and mapping effort, while still giving them the flexibility to review, adjust, or manually configure onboarding details when needed.
- Submit Action for Analysis Configuration and Scenario
Users can now submit an Analysis Configuration or Scenario for the next review or approval step only when it is in the correct status. Previously, users did not have clear status-based controls for advancing items through the review and approval workflow, which could lead to inconsistent submissions.
With this enhancement, the Actions menu on the Project Status tab is enabled based on the current status of the Analysis Configuration or Scenario. When the item is in Draft status, users can choose Submit for Review. When it is in Reviewed status, users can choose Submit for Approval. For all other statuses, the Actions menu remains disabled.
Before submission, users are taken to the Analysis Review page, where they can review the complete configuration or scenario details.
Business Value: This enhancement helps users follow the correct review and approval sequence, reduces submission errors, and improves governance across the analysis lifecycle.
- Matrix and Term Structure Variable Setup EnhancementsUsers can now configure Matrix and Term Structure variable types through a simplified guided flow. Previously, these variable subtypes required an advanced setup step and separate data seeding through input/detail and master/support tables, making the setup process more complex.
With this enhancement, the advanced setup step has been removed. Users can now complete the required setup directly from the Basic Details, Map Data Sources, and Add Source Filters steps. For Matrix variables, users can specify import preference, hierarchy type, and hierarchy. For Term Structure variables, users can additionally define term points.
When Import is set to Yes, users map a focused set of required glossaries and select an existing support table ID. The system auto-populates related master/support table values and keeps them non-editable. When Import is set to No, users can manually provide the required values, while the system generates the ID automatically.
The Add Source Filters step now provides a guided drawer where users can define the relationship between detail and master tables, review system-suggested PK/FK relationships, set default values for eligible detail table columns, and complete master/support table entries based on the selected import mode.
During Review & Validate, users are alerted if required information, such as hierarchy, is missing and can return to Basic Details to complete it.
Business Value: This enhancement simplifies Matrix and Term Structure variable setup, reduces dependency on advanced configuration, and gives users a clearer guided experience for mapping, defaulting, and validating required data.
- Template Builder Access Control Enhancement
Users can now manage template access more consistently by associating each STSA template with its required roles and functions. Previously, templates could be created as separate STSA objects, but the related access functions and role mappings were not standardized by template code.
With this enhancement, every template created in STSA must have corresponding function codes that follow the template naming convention. For example, a template code such as TEMP_TEST must use related function codes such as TEMP_TEST_VIEW, TEMP_TEST_ADD, TEMP_TEST_MOD, TEMP_TEST_COPY, TEMP_TEST_DEL, and TEMP_TEST_SUMM.
Template access is controlled through defined roles such as TEMPLATE_READ and TEMPLATE_WRITE, which can be mapped to existing user groups. Since user groups are maintained through OFSAA and are not created from the STSA UI, administrators can use the provided SQL scripts to create the required functions and map them to existing user groups.
Business Value: This enhancement improves template security and governance by ensuring each template has standardized access functions and role mappings. It helps administrators control who can view, create, modify, copy, delete, or summarize templates across different STSA use cases.
- Business Attribute and Hierarchy Setup Enhancements
Users can now review audit details and preview selected dimension table data while creating, viewing, editing, or copying a Business Attribute and Hierarchy Setup. Previously, users had limited visibility into the record history and could not preview the data in the selected attribute table before completing hierarchy setup.
With this enhancement, an Audit Info panel is available with three tabs: Audit History, Comments, and Tags. Audit History displays creation, modification, and authorization details where applicable. Users can also add and manage comments and review or remove tags based on the available mode.
A new View Data Preview option is also available after an Attribute Table Name is selected. This opens a read-only preview of the first few records from the selected dimension table, allowing users to verify the table data before proceeding with hierarchy creation or updates.
Business Value: This enhancement improves transparency and accuracy during hierarchy setup. Users can confirm that the correct dimension table is selected, review key audit details, and capture supporting comments or tags, reducing configuration errors and improving governance.