Amongst other challenges, finPOWER Connect needs to support the G2B interface until the new rPPSR goes live on the 2nd July 2018, and after this date to continue to support existing G2B Transactions stored in finPOWER Connect.
Some of our goals, therefore, included:
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The existing PPSR in New Zealand is being replaced with a new system, the rPPSR (Replacement PPSR), and is due to go live on 2nd July 2018.
This move is being driven by the Ministry of Business Innovation and Enterprise (MBIE) and is designed to replace the reliable but aging platform that, whilst world leading when it was released in 2002, has increased risks and costs associated with ageing technology.
Here, at Intersoft Systems, we have been working towards this change for the last 12 months, and are committed to developing a state of the art interface to the rPPSR.
In this first Blog article, we will introduce some of the changes made to the rPPSR.
Certain forms within finPOWER Connect Cloud are fixed, e.g., the Client Log form.
Others forms, however, are implemented as system-supplied HTML Widgets and can be substituted by custom HTML Widgets, thereby allowing an unprecedented level of customisation.
Three new forms are the Account Credit Limit Change, Account Monitor Category Change and Account Statement Change wizards.
Our online-demonstration allows you to sign-in and check out the latest build of finPOWER Connect Cloud.
This will be regularly updated to show new features and functionality and may not match screenshots shown in this article.
Management Reports are available to finPOWER Connect Cloud in the form of HTML Widgets and can be viewed in the form of interactive Dashboards.
Several of these reports are supplied with finPOWER Connect and these can be used as-is or as a starting point for creating your own, customised, reports.
There is some confusion regarding the difference between electronic and digital signature technology with people thinking the two are the same thing. However, the two signature types are different and it is important to understand how, otherwise your business could be exposed to additional risks.
Here is a really good video that clearly explains the different between the two from one of key partners:
Click here to watch
finPOWER Connect integrates with Secured Signing to provide a seamless process of getting important documents signed electronically.
For more information on the Electronic Signature Module for finPOWER Connect please see finPOWER Connect Electronic Signatures Add-On.
It is that time of the year again. Brownie points have been cashed in, favours negotiated and permission granted! The Men of Intersoft are doing MOvember, much to the irritation of their partners and family members! This year it is even bigger than before with the Brisbane office laying down the challenge to the Napier office to see who can produce not only the best of follicle fashion, but also who can raise the most money for Men's health.
So far... and we are only a couple of days into the month … we have raised over $1,500 for this great cause.
We are sure that most of you will have been affected at some point by issues relating to Men’s physical and mental health. A donation will go on to help prevent these issues in the future. To make your donation, you can donate here to the MoPOWER Connect team or https://moteam.co/mopower-connect to see individual team members and their updates and progress.
Please support this great initiative, and thank you to those that have already donated.
The finPOWER Connect Cloud theme can now be customised via a Script.
This allows different colours and/ or logos to be defined based on the signed in User, e.g., a Dealer or Broker-based theme.
Controls for HTML Widgets are now provided to make creating HTML Widgets easier and to provide functionality required to implement customisable forms in finPOWER Connect Cloud.
Records, such as Accounts and Clients, can be opened from many sources, e.g., via a Search, or a hyperlink on a summary page.
The "Records" view is where records are displayed and, as such, is where users will likely spend the majority of their time in finPOWER Connect Cloud.
The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.