Account Applications; Bank Account Enquiries no longer rely on the Applicant being linked to a Client

Limitations in the way Bank Account Enquiries worked in finPOWER Connect prior to version 2.03.00 meant that Bank Account Enquiries for Applicants could only be performed if the Applicant linked to an existing Client record.

Upon clicking the 'Bank Account Enquiry' button below the Applicants grid on the Account Applications form, the User would be prompted to convert the Applicant into a Client if necessary.

This limitation has been removed and Bank Account Enquiries can now be performed on any Applicant.

The same limitation has been lifted for Account Application type Workflows which can also now perform Bank Account Enquiries on Applicants not linked to Clients.

The built-in Summary Page Scripts for the following have been updated to show the Applicant at the top in place of the Client where neccessary:

• Bank Statements
• Credit Sense
• Decision Logic