Release History
finPOWER Connect 2.02.03
NEW: ISSqlWhereBuilder; Updated to handle comparisons with SQL functions
Internally within finPOWER Connect, SQL Where clauses comparing the result of an SQL function are rarely used. However, Script code may wish to create SQL such as:
FIX: SMS; fixes and enhancements to auditing
Several fixes and enhancements have been made to SMS messaging auditing.
FIX: Account; cannot change Account Type once the Account has been opened
An Account's Account Type should be able to be amended to another Account Type of the same Product Type and Class once it has been opened.
FIX: Page Sets; Updating a grid's buttons from within BeforeCellUpdate causes error
Attempting to update a Grid Page Object's buttons (e.g., disabling a button), from within the Grid's BeforeCellUpdate event caused an unhandled exception.
NEW: Grids; performance improvements
The loading of grids has been optimised for performance. This is more noticeable on grids that have totals shown at the bottom.
NEW: Account form, Transactions grid; added column "Date Deferred To" for Loan Accounts
A new column "Date Deferred To" has been added to the Account form, Transactions grid for Loan Accounts.
NEW: Page Sets; Grid Columns can now specify a custom Text Alignment
Page Object columns (finPageSetHandlerGridColumn) now have a TextAlignment property so that their default alignment can be overridden.
FIX: ABN Lookup Credit Enquiry; Business Names now included for non-businesses
The Business Names block in the Summary Page for the ABN Lookuup Credit Enquiry now displays entries for non-businesses such as Sole Traders.
NEW: New Account wizard; new permissions and settings to make Interest Cycle and Rate Read-only
New permissions have been added to make the Interest Cycle, Interest Rate and Startup Interest Rate Read-only in the New Account wizard on a per user basis.
FIX: Combine Clients; fails with "Failed to load Document Manager Files" message
If you are NOT licensed for the Document Manager Add-On, attempting to combine Clients fails with the following message "Failed to Refresh Clients to Combine. Failed to load Document Manager Files. You are not licensed for the Document Manager Add-On.".
NEW: File Export; add default filename to file export dialog
When exporting to a file, several places now include a default filename.
NEW: Page Sets; "Account Payment Details" and "DateBox" type Page Objects now default width
Adding an "Account Payment Details" type Page Object to a Page Set Page now defaults the width to 400. Previously, the default width was 200 which was not wide enough to display all fields on the Page Object.
NEW: Business Layer; ISDatabaseBL.DataReaderClose now returns a Boolean indicating success or failure
The Business Layer method ISDatabaseBL.DataReaderClose, i.e. finBL.Database.DataReaderClose, now returns a Boolean indicating success or failure.
NEW: Reporting; Security Statement List; Exporting data does not give drilldown button on "SecurityStmtId" column
Running the Security Statement List report and exporting the data did not show a drilldown button on the "SecurityStmtId" column to allow the Security Statements form to be opened.
NEW: Clients; Adding a new Contact Address will now default if only one active Contact Address record
Adding a new Contact Address record to a Client will now default the Contact Method (User Interface only) if there is only one active address-type Contact Method in the database.
NEW: Page Sets; No longer prompt when Page Set has prevented User from closing the form
Attempting to close a running Page Set form gives the Page Set the option of cancelling the close, e.g., upon prompting that the Page Set contains unsaved data.
NEW: Reporting; Loan Summary Report; New column "Term Payments" added
A new column "Term Payments" can now be included in the Loan Summary Report.
NEW: Business Layer; Added GetCurrentWebsite function to finBranchRO object
Added GetCurrentWebsite function to the finBranchRO Business Layer object.
NEW: UTC Dates; added CreatedUtcDate, UpdatedUtcDate and others to various Business Layer objects
CreatedUtcDate, UpdatedUtcDate and other UTC Date properties have been added to various Business Layer objects.
NEW: Decision Cards; finDecisionOutcome object now has access to the Decision Card and can be used by Scripts
Decision Card Scripts can now access a finDecisionOutcome.DecisionCard property.
FIX: Decision Cards; Testing a Decision Card did not respect the Decision Card Basis and included Rules when the Basis was "Script"
Testing a Decision Card via the Test page on the Decision Cards form would include Rules, even if the Decision Card's Basis was "Script".
FIX: ABN Lookup; Company status was missing when searching by ABN or ASIC number
When using the Australian ABN Lookup service to search for a company by ABN Number or ASIC Number, the CompanyStatusDescription was not being populated.
NEW: Reporting; Transaction List; New option to include "Element Summary"
The Transaction List report has been updated to allow an "Element Summary" to be included at the bottom of the report.
NEW: Workflows; Permission key added to Workflow Type to restrict updates to User Defined Fields when Workflow is closed
A new Permission key can be defined on the Permissions page of the Workflow Types form to restrict updates to User Defined Fields when a Workflow is closed.
NEW: Deposit Account Standard Transactions; now support Transfers
Deposit Account Standard Transactions now support Transfers to other Accounts, including another Deposit or Loan Account. This, for example, allows an On Call Deposit to pay the instalments due on a Loan Account.
NEW: Workflows; Recall Date can now be audited
A new "Workflows" page has been added to the Global Settings form, Auditing section.
NEW: SSL3 is now disabled by default
As of October 2014, the SSL version 3 protocol has been found to be insecure.
NEW: Workflows; Script can now set a Workflow Item's Source Object
Many types of Workflow Item can have a "Source" object, e.g., an Account type Workflow may have a "Credit Enquiry" type item that is repeated for each of the Account's Clients. Each of these "repeated" items will have a SourceObjectType property of Client...
NEW: New tags added for SMS and Emails
The following tags can now be added to Email and SMS subjects and messages:
NEW: Workflows; New item type "Register Security Statement" added for New Zealand
A new Workflow Item Type of "Register Security Statement" is now available for New Zealand databases.
FIX: Export Bank Transactions wizard; "Custom Direct" Service Type incorrectly shows Filename
In the Export Bank Transactions wizard, "Custom Direct" Service Type incorrectly shows a Filename, and the Filename is overwritten by other controls.
NEW: Decision Cards; Scripts can now insert and delete Decision Outcome Items in collection
Decision Card Scripts can now insert Decision Outcome Items into collection.
FIX: Information List; incorrect description for DpstLogIntCycleSubjects.
Information List description for DpstLogIntCycleSubjects was "Deposit Log Tax Category Review Subjects". This is incorrect and has been updated to "Deposit Log Interest Cycle Review Subjects".
NEW: ISSelectQueryBuilder; New method to append an "IN" using a sub-query builder
The business layer ISSelectQueryBuilder object has been updated to better support creating queries using an "IN" with a sub-query.
NEW: Entities; User Defined page added
A "User Defined" page has been added to the Entities form.
NEW: Conversion; add new conversion function for Deposits
A new conversion function has been added for Deposits.
NEW: Business layer functionality added to load record using External Id
A LoadExternalId method has been added to the following objects to allow them to be loaded using the record's ExternalId:
NEW: Application Shortcuts; HtmlShow can now display a modal form
"HtmlShow" type Application Shortcuts now support a Boolean "modal" parameter which, if set to True will force the HTML viewer to be modal.
NEW: Branches and Entitles; Can now record the file name/ URL of a Logo image
Both the Branches and Entities forms now allow a Logo image File Name or URL to be recorded.
NEW: Icons; Coloured bullet icons now available
Coloured bullet icons can now be used from Scripts. They follow the same format as "Flag" and "Colour" icons, e.g.:
NEW: Quick Search; Client summary now displays Mobile phone number
The HTML summary displayed below the Quick Search results for a Client now includes the Client's mobile phone number.
NEW: Security Types; User Defined page added
A "User Defined" page has been added to the Security Types form.
FIX: Parameters; Specifying an invalid Id Field in a Range Parameter causes an unhandled exception
Specifying an invalid Id Field in a Range type Parameter caused an unhandled exception.
NEW: Chart images enhanced
The ability to create charts from Scripts having access to the User Interface functionality, e.g., HTML Reports and Page Sets has been enhanced.
FIX: Quick Search; enhanced for better querying of company names
Simple company names consisting of short words like "fin bin" were not found in the quick search unless the entire company name was entered in quotes.