IBM Algo Financial Modeler V2.3 delivers enhanced modeling flexibility and job scheduling automationIBM United States Software Announcement 214-179
May 13, 2014
|Table of contents|
IBM® Algo Financial Modeler® Foundation V2.3 and Algo Financial Modeler Lite V2.3 enhancements include the following:
IBM Cognos® Business Intelligence reporting tool is included for creating reports by using Algo Financial Modeler Foundation results.
A new component, Algo Financial Modeler Optimization Add-On, provides the capability to solve complex optimization problems. A model is included to demonstrate how the function of the Add-On functionality can be used in asset liability modeling environments.
Algo Financial Modeler Enterprise V2.3 enhancements include the following:
For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: SE001).
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Algo Financial Modeler runs on Microsoft Windows.
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|Planned availability date|
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|Accessibility by people with disabilities|
A US Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at
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Program Program number VRM name 5725-H46 2.3.0 IBM Algo® Financial Modeler
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IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers are on the IBM training website
Call IBM training at 800-IBM-TEACH (426-8322) for catalogs, schedules, and enrollments.
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Product information is available via the Offering Information website
Also, visit the Passport Advantage® website
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Product documentation will be provided as part of the software installation.
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Specified operating environment
Algo Financial Modeler V2.3
Algo Financial Modeler Foundation and Algo Financial Modeler Lite
Algo Financial Modeler Enterprise Add-on
Operating systems. One of the following:
Databases. One of the following:
Microsoft Office software (optional) for Algo Financial Modeler Foundation and Algo Financial Modeler Lite
The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language.
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Access the online Service Request tool
Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express®. Product upgrades and technical support are provided by the Software Subscription and Support (Software Maintenance) offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software, and technical support provides access to IBM support organizations, worldwide.
IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with each program license acquired. The initial period of Software Subscription and Support (Software Maintenance) can be extended by the purchase of a renewal option, if available.
The following media packs are available:
This program, when downloaded from a website, contains the applicable IBM license agreement and License Information, if appropriate, and will be presented for acceptance at the time of installation of the program. For future reference, the license and License Information will be stored in a directory such as LICENSE.TXT.
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To learn more about IBM Software Services or to contact a Software Services sales specialist, visit
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This product is only available via Passport Advantage. It is not available as shrinkwrap.
These products may only be sold directly by IBM or by authorized IBM Business Partners for Software Value Plus.
For more information about IBM Software Value Plus, visit
To locate IBM Business Partners for Software Value Plus in your geography for a specific Software Value Plus portfolio, visit
Algo Financial Modeler 5725-H46 Product category: Customer solutions
Part Program name/Description number IBM Algo Financial Modeler (5725-H46) Algo Financial Modeler Optimization Add-On - License and Subscription & Support 12 Mo D151HLL - Subscription & Support Renewal 12 Mo E0JLBLL - Subscription & Support Reinstatement 12 Mo D151ILL
Passport Advantage customer: Media pack entitlement details
Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack.
Media pack description Part number Algo Financial Modeler (5725-H46) Algo Financial Modeler Enterprise Add-on V2.3.0 B5056EN English Algo Financial Modeler Enterprise Add-on for B5057EN non-production Environment V2.3.0 English Algo Financial Modeler Foundation V2.3.0 English B5058EN Algo Financial Modeler Grid Connector Add-On V2.3.0 B5059EN English Algo Financial Modeler Lite V2.3.0 English B505AEN Algo Financial Modeler Solvency II Standard B505BEN Formula Model Add-on V2.3.0 English Algo Financial Modeler Toolkit Add-On V2.3.0 B505DEN English Algo Financial Modeler Own Risk and Solvency B505GEN Assessment and Curve Fitting Model Add-on V2.3.0 English Algo Financial Modeler Optimization Add-On V2.3.0 B505HEN English
PID Program name number Charge metric IBM Algo Financial Modeler 5725-H46 Authorized User Processor Value Unit
Authorized User is a unit of measure by which the program can be licensed. An Authorized User is a unique person who is given access to the program. The program may be installed on any number of computers or servers and each Authorized User may have simultaneous access to any number of instances of the program at one time. Licensee must obtain separate, dedicated entitlements for each Authorized User given access to the program in any manner directly or indirectly (for example, via a multiplexing program, device, or application server) through any means. An entitlement for an Authorized User is unique to that Authorized User and may not be shared, nor may it be reassigned other than for the permanent transfer of the Authorized User entitlement to another person.
Note: Some programs may be licensed where devices are considered users. In that case, the following applies. Any computing device that requests the execution of or receives for execution a set of commands, procedures, or applications from the program or that is otherwise managed by the program is considered a separate user of the program and requires an entitlement as if that device were a person.
Processor Value Unit (PVU)
PVU is a unit of measure by which the program can be licensed. The number of PVU entitlements required is based on the processor technology (defined within the PVU table by processor value, brand, type, and model number at the website below) and the number of processors made available to the program. IBM continues to define a processor, for the purpose of PVU-based licensing, to be each processor core on a chip. A dual-core processor chip, for example, has two processor cores. The PVU table can be found at
Licensee can deploy the program using either full capacity licensing or virtualization capacity (sub-capacity) licensing according to the Passport Advantage Sub-Capacity Licensing Terms (refer to the web page below). If using full capacity licensing, licensee must obtain PVU entitlements sufficient to cover all activated processor cores* in the physical hardware environment made available to or managed by the program, except for those servers from which the program has been permanently removed. If using virtualization capacity licensing, licensee must obtain entitlements sufficient to cover all activated processor cores made available to or managed by the program, as defined according to the Virtualization Capacity License Counting Rules at
- http://www.ibm.com/software/lotus/passportadvantage/Counting_Software_licenses_using_sp ecific_virtualization_technologies.html
* An activated processor core is a processor core that is available for use in a physical or virtual server, regardless of whether the capacity of the processor core can be or is limited through virtualization technologies, operating system commands, BIOS settings, or similar restrictions.
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|Terms and conditions|
The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.
This product is only available via Passport Advantage.
IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.
This software license includes Software Subscription and Support (also referred to as Software Maintenance).
These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. IBM includes one year of Software Subscription and Support (also referred to as Software Maintenance) with the initial license acquisition of each program acquired. The initial period of Software Subscription and Support (also referred to as Software Maintenance) can be extended by the purchase of a renewal option, if available. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes access to technical support, as well as access to updates, releases, and versions of the program as long as support is in effect.
License Information number
The program's License Information will be available for review on the IBM Software License Agreement website
Limited warranty applies
IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.
IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at
IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).
Program technical support
Technical support of a program product version or release will be available for a minimum of three years from the general availability date, as long as your Software Subscription and Support (also referred to as Software Maintenance) is in effect. This technical support allows you to obtain assistance (via telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Subscription and Support (Software Maintenance) also provides you with access to updates (modifications or fixes), releases, and versions of the program. You will be notified, via announcement letter, of discontinuance of support with 12 months' notice. If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee.
If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.
For clarification, note that (1) for programs acquired under the IBM International Passport Advantage offering, this term applies only to your first acquisition of the program and (2) for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.
Volume orders (IVO)
Passport Advantage applies
Yes, and through the Passport Advantage website at
Yes. For additional information, refer to the License Information document that is available on the IBM Software License Agreement website
Software Subscription and Support applies
Yes. Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express. Product upgrades and Technical Support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software and Technical Support provides voice and electronic access to IBM support organizations, worldwide.
IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.
While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance via telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, consult your IBM Software Support Handbook at
Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.
For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, visit the Passport Advantage website at
System i® Software Maintenance applies
Variable charges apply
Educational allowance available
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|Statement of good security practices|
IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party.
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|IBM Electronic Services|
Electronic Service Agent and the IBM Electronic Support web portal are dedicated to providing fast, exceptional support to IBM Systems customers. The IBM Electronic Service Agent tool is a no-additional-charge tool that proactively monitors and reports hardware events, such as system errors, performance issues, and inventory. The Electronic Service Agent tool can help you stay focused on your company's strategic business initiatives, save time, and spend less effort managing day-to-day IT maintenance issues. Servers enabled with this tool can be monitored remotely around the clock by IBM Support, all at no additional cost to you.
Now integrated into the base operating system of AIX® V5.3, AIX V6.1, and AIX V7.1, Electronic Service Agent is designed to automatically and electronically report system failures and utilization issues to IBM, which can result in faster problem resolution and increased availability. System configuration and inventory information collected by the Electronic Service Agent tool also can be viewed on the secure Electronic Support web portal, and used to improve problem determination and resolution by you and the IBM support team. To access the tool main menu, simply type smitty esa_main, and select Configure Electronic Service Agent. In addition, ESA now includes a powerful web user interface, giving the administrator easy access to status, tool settings, problem information, and filters. For more information and documentation on how to configure and use Electronic Service Agent, refer to
The IBM Electronic Support portal is a single Internet entry point that replaces the multiple entry points traditionally used to access IBM Internet services and support. This portal enables you to gain easier access to IBM resources for assistance in resolving technical problems. The My Systems and Premium Search functions make it even easier for Electronic Service Agent tool-enabled customers to track system inventory and find pertinent fixes.
Increased uptime: The Electronic Service Agent tool is designed to enhance the Warranty or Maintenance Agreement by providing faster hardware error reporting and uploading system information to IBM Support. This can translate to less wasted time monitoring the symptoms, diagnosing the error, and manually calling IBM Support to open a problem record. Its 24x7 monitoring and reporting mean no more dependence on human intervention or off-hours customer personnel when errors are encountered in the middle of the night.
Security: The Electronic Service Agent tool is designed to be secure in monitoring, reporting, and storing the data at IBM. The Electronic Service Agent tool securely transmits via either the Internet (HTTPS or VPN) or modem, and can be configured to communicate securely through gateways to provide you a single point of exit from your site. Communication is one way. Activating Electronic Service Agent does not enable IBM to call into your system. System inventory information is stored in a secure database, which is protected behind IBM firewalls. It is viewable only by you and IBM. Your business applications or business data is never transmitted to IBM.
More accurate reporting: Because system information and error logs are automatically uploaded to the IBM Support center in conjunction with the service request, you are not required to find and send system information, decreasing the risk of misreported or misdiagnosed errors. Once inside IBM, problem error data is run through a data knowledge management system and knowledge articles are appended to the problem record.
Customized support: Using the IBM ID entered during activation, you can view system and support information in the My Systems and Premium Search sections of the Electronic Support website at
My Systems provides valuable reports of installed hardware and software using information collected from the systems by Electronic Service Agent. Reports are available for any system associated with your IBM ID. Premium Search combines the function of search and the value of Electronic Service Agent information, providing advanced search of the technical support knowledgebase. Using Premium Search and the Electronic Service Agent information that has been collected from your system, you are able to see search results that apply specifically to your systems.
For more information on how to utilize the power of IBM Electronic Services, contact your IBM Systems Services Representative, or visit
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Business Partner information
If you are an IBM Business Partner -- Distributor for Workstation Software acquiring products from IBM, you may link to Passport Advantage Online for resellers where you can obtain Business Partner pricing information. An IBM ID and password are required.
For current prices, contact your IBM representative.
For Passport Advantage information and charges, contact your IBM representative or authorized IBM Business Partner for Software Value Plus. Additional information is also available at
IBM Global Financing
IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit
IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.
Financing from IBM Global Financing helps you preserve cash and credit lines, enables more technology acquisition within current budget limits, permits accelerated implementation of economically attractive new technologies, offers payment and term flexibility, and can help match project costs to projected benefits. Financing is available worldwide for credit-qualified customers.
For more financing information, visit
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To order, contact the Americas Call Centers or your local IBM representative, or your IBM Business Partner.
To identify your local IBM representative or IBM Business Partner, call 800-IBM-4YOU (426-4968).
Phone: 800-IBM-CALL (426-2255) Fax: 800-2IBM-FAX (242-6329) For IBM representative: firstname.lastname@example.org For IBM Business Partner: email@example.com Mail: IBM Teleweb Customer Support ibm.com® Sales Execution Center, Americas North 3500 Steeles Ave. East, Tower 3/4 Markham, Ontario Canada L3R 2Z1
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Note: Shipments will begin after the planned availability date.
IBM Software Value Plus
These products are available under IBM Software Value Plus, either directly from IBM or through authorized Business Partners who invest in skills and high-value solutions. IBM customers may benefit from the industry-specific or horizontal solutions, skills, and expertise provided by these Business Partners.
Additions to Software Value Plus will be communicated through standard product announcements. For a current list of IBM software available under Software Value Plus, visit
For questions regarding Software Value Plus, visit
Electronic Service Agent is a trademark of IBM Corporation in the United States, other countries, or both.
IBM, Algo Financial Modeler, Cognos, Algo, Passport Advantage, Express, System i, AIX and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.
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