Client Connect Sample Portal; Enhancements to the "Account" page

The following enhancements have been made to the Client Connect Sample Portal:

• Transactions listing now appears in a 'tabbed' context with other options.
• Security has been added.
• Documents and Statements have been moved to the tabs section with Transactions and Security.
• The ability for the Client to generate a Close Quotation is now controlled via the Portal Configuration utility.
• Expected Final Payment Date now displays for Fixed Term Loans if configured via the Portal Configuration utility.

The following Portal has been updated:

• CC (Client Connect)
• Version: 1.04 (11/08/2020)