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Troubleshooting and FAQ (Agents)

Do I need to deploy the Agents Accelerator library logics manually?

No. The Agents Accelerator package automatically deploys all required library logics.

However, the Dashboard Library Accelerator is shared across multiple accelerators and must be upgraded to the appropriate version as part of the upgrade process.

Do project customizations survive an upgrade?

Customizations are not guaranteed to survive an upgrade.

The official recommendation is not to customize the Agents Accelerator. If your project includes custom modifications, back them up before upgrading and reapply them after the upgrade, if necessary. Any customizations should be thoroughly tested to ensure they remain compatible with the upgraded accelerator.

Why does the Currency dropdown on the Agent Assessment Overview dashboard show currencies with no conversion rate, and why does selecting one cause an error?

In earlier versions, the Currency input on the Agent Assessment Overview dashboard could list currencies that had no valid exchange rate configured in the Ccy Data Source. Selecting one of these currencies caused the dashboard to fail with an error similar to the following ones.

Error Messages 

ActionItemsData : EXCHANGE_RATE_NOT_FOUND|No exchange rate: From:EUR, To:CAD, Date:2026-08-19

ActionItemsData [via CurrencyUtils] : ERROR(@267): null

Root Cause

Because a single dashboard view can include multiple Agents, and each Agent can be associated with a different base currency, there is no single reliable default currency to use as CcyFrom for validating the list. As a result, the dropdown previously listed every distinct CcyTo value found in the Ccy Data Source (Analytics > Data Manager > Data Sources > Currencies), regardless of whether a valid, currently-active exchange rate existed for it.

Resolution

The Currency dropdown on the Agent Assessment Overview dashboard now only lists CcyTo values that have a valid conversion rate available, consistent with the approach used for the Sales Insights Dashboards. This is implemented at the  SharedLibForAgents.CurrencyUtils layer, which queries the Ccy Data Source (ccy) for available CcyTo values.

Note the following differences between how the Agent Assessment Overview Dashboard and Sales Insights Dashboards populate their currency lists:

Agent Assessment Overview

Sales Insights Revenue and Margin

Data Source

ccy (via SharedLibForAgents.CurrencyUtils)

DMDS.ccy (via SIP_Dashboards_Commons.CurrencyUtils)

Scope

Entire ccy table, distinct CcyTo values, no CcyFrom filter.

Only rows where CcyFrom = the Datamart's base currency.

Date Filter

None (getAllTargetCurrencies(null, null)).

Only rows valid today (CcyValidFrom < now <= CcyValidTo).

Default Value

getDefaultCurrency() > USD if present, else first CcyFrom.

The Datamart's own base currency.

Dropdown hidden when single option?

No, always shown.

Yes, hidden if only one currency resolves.

If you only see a subset of expected currencies (for example, only HUF and EUR) in the Agent Assessment Overview dropdown, this is expected behavior, not a bug. It means that, as of today's date, the Ccy Data Source only contains currently-valid CcyTo rows for those currencies. The ccy table may contain many more currency pairs overall, but only rows with a valid, non-expired conversion rate are surfaced in the dropdown.

To confirm a currency should be selectable:

  1. Go to Analytics > Data Manager > Data Sources.

  2. Open the Currencies Data Source.

  3. Click the Data tab.

  4. Search for the currency code in the CcyTo column filter.

  5. Verify that a row exists where CcyValidFrom and CcyValidTo bracket today's date.

If no such row exists, add or correct the exchange rate record in the ccy Data Source before expecting that currency to appear in the dashboard's Currency input.