Client Connect Sample Portal; Incoming Payment Details update now supported

The ability for Clients to update the Payment Method for an Account has been added. This is accessed via the "My Payments" button when viewing an Account, and selecting "Change how you make payments". The resulting modal window will show the Client:

• Current Payment Method
• Upcoming Payments (as per the "My Payments" page)
• Ability to update the Payment Method

The list of allowed Payment Methods is configured in the Portal Configuration Utility. Note: Only Direct Debit Payment Methods belonging to the Clients' Branch will be included, even if configured in the Portal Configuration Utility. If not configured, then all Active Direct Debit Payment Methods will be included (whilst respecting the Client's Branch).

Payment Details Updates are processed via an Update Request. Configuration in the Portal Configuration Utility controls whether the Update Request is actioned immediately, or must be actioned by a finPOWER Connect User.

If the Payment Method has "Portal Information" configured against it as either plain text or HTML, this will be displayed beneath the Payment Methods and new details fields. If configured as HTML, this will be respected when displaying in the Portal.

An Object Event Script may be configured in the Portal Configuration Utility which is run immediately after the Update Request has been created, but before it is actioned (if Update Type = "Direct"). This Script may be used to perform other tasks, such as create a Workflow, which can then in turn be responsible for actioning the Update Request (and therefore changing the Accounts Payment Method). This provides the ability to customise the behaviour of the Portal, without changing the Portals code.

Note: The Portal Configuration Utility provides a "Generate Template Script" button which will create a template Script. This will demonstrate how the Object Events Script might be used.

The following Portal has been updated:

• CC (Client Connect)
• Version: 1.04 (03/09/2020)