A model is a top-level container for all other development objects in Slope Software. The model stores and groups together all the calculations, inputs, templates, and data needed to run a financial projection. Models should be used to group together business that is similar or is run and maintained by specific groups within an organization.
Variables and calculations are organized at 3 different levels: Products, Portfolios, and Company.
Products represent the lowest level of calculation and grouping within Slope. A product represents a single asset (such as one corporate bond) or a single liability (such as one life insurance policy). The product contains the definitions for how to model that single entity or model point. Each Product will have Model Point Files associated with it that contain the input data necessary to run each model point.
Portfolios are the middle-level data structure in Slope Software. They provide a way to group together multiple products into a single unit within the model projections and perform additional calculations on the aggregated results. Additionally, Portfolios are the level at which investment strategies and new business are implemented which control how assets are bought and sold and how new sales of liabilities are modeled.
Company Variables are a top level calculation layer that are used for calculations that should occur at the legal entity level and can utilize results aggregated from all products and portfolios combined.
All levels of calculations can also reference multiple data tables that contain either static or run specific data needed for projections. This includes Input Tables which contain structured lookup data and Economic Scenario files.
To keep models organized within your workspace, SLOPE provides tagging functionality. Tags allow users to supply metadata about the model and then filter, sort, and group by these tags to allow easier access to certain models.
Add Tags to Models
On the model details page, in the header, is the tags control. Initially, a model will have no tags and will display a “(No Tags)” message where the tags would normally be displayed. Clicking on this message allows the user to edit the tags for the model.
You can select tags from this list by clicking on them or using the typeahead functionality to find one and pressing enter to select it. Or you can type a new tag to be added. Press enter after the end of each tag when creating new ones to indicate the end of the tag. Once all tags have been selected, press the checkmark button to save the tags to the model.
Filtering the Model List by Tag
At the top of the model list in the Model Development module, there is a filter control for filtering by tag. This control works very similarly to the tag edit control, however upon selection of a tag the model list is immediately filtered to those models that contain the given tag. Multiple tags can be applied to the filter.