| Id: | 12910 |
| Product: | finPOWER Connect |
| Type: | NEW |
| Version: | 2.03.00 |
| Opened: | 17/05/2015 |
| Closed: | 22/05/2015 |
| Released: | 09/07/2015 |
| Job: | J015487 |
 High Importance |
|
 Breaking Change |
|
Bank Account Enquiries; complete overhaul of how service operates
The Bank Account Enquiry facility was very closely tied to Client Logs.
For a normal Bank Account Enquiry there would typically be at least 2 or 3 Client Logs, the Create, the Result and optionally the Report Log. CreditSense creates one Log for each Report.
For a deleted Bank Account Enquiry, there would be at least 2 Client Logs, the Create and the Delete Log.
In addition there will also be Client Logs included in the conversation thread where an SMS or Email has been sent.
In addition there would be a series of Service Logs all linked back to the parent Service Log, which in itself was tied back to the "Create" Client Log. These would include a Service Log for each status check request - and is shown in the History table of the Summary page.
To determine whether a Bank Account Enquiry was still "Pending" a complicated database query joining Client Logs with Client Logs was run.
Version 2.3 changes this significantly - and will break any modified Summary Pages and scripts that used Bank Account Enquiries.
The main change is that Client Logs are no longer required, or indeed the focus of how a Bank Account Enquiry works. Instead only Service Logs are required. They are still linked to a Client Log, if created that way, but this isn't necessary.
The "Create" Service Log request is special in that it has a "Response Status" that will be initially set as "In Progress". When the Enquiry is Completed or Deleted the Response Status is updated. The database query to find "Pending" requests is therefore straight forward and fast.
Note, if the Bank Account Enquiry is linked to a Client Log, and Document Manager is licensed, a second, third etc Client Log may be created to link the downloaded Report to the Client.
The "Pending Bank Account Enquiries" wizard, under the Clients menu, has been removed. Instead you can use the "Pending Service Requests" wizard found under the Process menu. This wizard includes other non-Bank Account Enquiry requests that go through a "In Progress" state. This currently includes the VedaConnect Credit Enquiry service where an Enquiry would normally be immediately returned but they is a provision for a "ticket" only to be returned. In the future other Services may use this type of process.
The following are the major Business Layer changes.
finCreditBureauBankAccountEnquiryPending has been removed, use finPendingServiceRequests instead. Also, finBL.CreateCreditBureauBankAccountEnquiryPending has been removed, use CreatePendingServiceRequests instead. Of course these objects are quite different, so script code may need to be completely revised.