Article Details
Id: | 10319 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 1.06.00 |
Opened: | 13/07/2012 |
Closed: | 17/07/2012 |
Released: | 01/08/2012 |
Job: | J010002 |
Deceased Client enhancements
Handling of deceased Clients has been enhanced.
The following forms have been updated to change their heading to brown if the Client (one of the Account's owner Clients) is deceased: Forms updated:
- Accounts
- Account Balance Adjustment
- Account Credit Limit Change
- Account Default Interest Rate Change
- Account Direct Debit Stop
- Account Interest Adjustment
- Account Interest Cycle Change
- Account Interest Rate Change
- Account Minimum Payment Change
- Account Monitor Category Change
- Account Payment
- Account Payment Arrangement
- Account Payment Details
- Account Payment Transfer
- Account Refund
- Account Statement Change
- Account Suspension (did not previously colour Form heading)
- Account Transfer
- Account Withdrawal
- Close Account
- New Pending Withdrawal
A flower icon is shown in the form heading for deceased Clients and in the built-in Account Key Details page, Clients block.
When a Client is changed to a 'Deceased Individual', the User will now be promoted to clear the 'Marketing' communication flag when saving the record.