Release History
finPOWER Connect 2.02.05
NEW: Deposits; added the ability to define a Quote document for an Account Type
Deposits now support Quote documents.
NEW: Logs; Extended Data can now be set from the business layer, even for existing Logs
Business layer log objects, e.g., finAccountLog, have ExtendedType and ExtendedData properties. These are used to store additional information, e.g., details of an SMS or Email message.
NEW: Task Manager; Workflows grids can now include a Created Date or Create Date and Time column
The Task Manager, Workflows grids can now include a Created Date or Create Date and Time column.
FIX: SMS; Service Log not linked to corresponding Account/ Client Log
When sending an SMS, either Ad-Hoc or via publishing an SMS Document, the corresponding Log (e.g., a Client Log) was not being linked to the Service Log.
FIX: SMS; Service Log not recording all details of SMS sent
The recipient phone number(s) were not being recorded in the ISServiceLog table for the following SMS services:
NEW: Page Sets; Pasting Template Script code now allows various types of Template to be inserted
Clicking the 'Paste template Script code' button on the Script page of the Page Sets form will now prompt for the template to insert. Available templates are based on licensed Add-Ons and include:
FIX: Global Settings; Tasks and Workflows; General page; Page Set for Task Manager 'Home Page' displays when not licensed for Page Sets
The Page Set for Task Manager 'Home Page' option displays on the Global Settings, Tasks and Workflows, General page when not licensed for the Page Sets Add-On.
FIX: Disbursement Accounts; previous to finPOWER Connect version 2.2 it was possible to Refinance a Disbursement Account and this causes issues
Previous to finPOWER Connect version 2.2, it was possible to Refinance a Disbursement Account.
NEW: SMS; ClickSend (Intelligent Technologies Australia) now uses the Reply Display Name
The SMS Service "ClickSend (Intelligent Technologies Australia)" now supports the Reply Display Name.
FIX: Workflows; Script cannot access 'LogCreationDetails' for 'Log' type Items
The Workflow Type Script cannot access the Log Creation Details for 'Log' and 'Outgoing Communication' type Workflow Items.
FIX: Workflows; Workflow Item's Last Updated date not available correctly from business layer
The finWorkflowItem.UpdatedUtcDate and UpdatedDate properties are not populated correctly and therefore, the 'Last Actioned' Workflow Item was not being highlighted correctly on the Workflow Summary Page; the first item was always highlighted instead.
NEW: GreenId Credit Enquiry; now shows Name, Gender and Data of Birth of Credit Enquiry Report
The GreenId Credit Enquiry Report now shows the Name, Gender and Data of Birth.
NEW: Icons; TreeView_NodeAddBefore; Updated to differentiate from TreeView_NodeAdd
Both the TreeView_NodeAddBefore and TreeView_NodeAdd icons showed a TreeView with a green Add icon.
NEW: GreenId Credit Enquiry; Add separate Visa Passport Number to Credit Enquiry form
On the Credit Enquiry wizard for GreenId, Background Checks (Australia) the passport number for Visa verifications has been separated from the Australian passport number.
FIX: CreditWorks NZ Credit Enquiry; Directors block restructured in the Credit Report
The Directors and their Directorships section of the CreditWorks Credit Report has been restructured to make them easier to read.
NEW: Business Layer; added Exists function to finInformationListItems
A new Exists function has been added to finInformationListItems.
NEW: Account code auto-sequencing; new option for Entity to set a sequence
A new option to auto-sequence Account codes by Entity has been added.
NEW: Business Layer; finAccountPaymentDetailsUpdate object now implements a HasChanges and Original properties
The finAccountPaymentDetailsUpdate Business Layer object now implements a HasChanges property. In addition Original properties are now available.
NEW: Centrix Consumer Product Enquiry; Added mobile and work telephone numbers to contact details
The Centrix NZ "Consumer Product Enquiry" Credit Enquiry now includes additional Telephone Numbers for Mobile and Work numbers.
NEW: Bank Account Payment Methods; new default for rescheduling Dishonoured Direct Debits
Bank Account Payment Methods include a new setting which determines whether or not the "Reschedule Payment" option is checked by default in the Account Payment Reverse wizard.
NEW: Workflows; Version 2; New Item Group option to clear the Recall Date when an item in the group is completed
If a Workflow has an 'Open' item (e.g., a 'Wait' type Item that has set the recall date to one week from today), and another item is manually actioned by the User (e.g., to send an Email), the Workflow's Recall Date was cleared.
NEW: Workflows; Workflow Item properties no longer mandatory so they can be set by Script code
The following properties in the Workflow Item wizard are no longer mandatory so that the Workflow Type Script can determine them at runtime without having to set them to arbitrary values in the wizard:
FIX: Accounts, Close Accounts wizard; "Charge and Write-Off"
In the Accounts, Close Accounts wizard, Accounts set as "Charge and Write-Off" can now be automatically closed if there is no Rebate/ Credit involved.
NEW: Credit Enquiry; GreenId Background Check (Australia), Driver's Licence Expiry Date now defaults from Identification details
The Driver's Licence Expiry Date for a GreenId Background Check (Australia) Credit Enquiry now defaults from the Identification details for the Client.
NEW: Credit Enquiry; GreenId Background Check (Australia), Driver's Licence State now defaults from Identification's Issuer
The Driver's Licence State for a GreenId Background Check (Australia) Credit Enquiry now defaults from the Client Identification's Issuer field.
NEW: Veda NZ Consumer Enquiry; Disclaimers added
Disclaimers as per Veda B2B Consumer Enquiry Guide, version 2.10 dated 27/11/2013, have been added.
NEW: finAccountPayment Business Layer object; new option to indicate that the Payment has been printed/ exported
A new option has been added to the finAccountPayment Business Layer object to indicate that the Payment has been printed/ exported.
NEW: Workflows; Workflow Item wizard; Action Notes Entry Method now defaults to 'None'
The Entry Method on the Workflow Types form, Workflow Item wizard now defaults to 'None'. Previously, the default was 'Text Notes'.
NEW: Credit Enquiry wizard; VedaXML Australia, move Bureau Reference to Options page
On the Credit Enquiry wizard, VedaXML Australia service, the Bureau Reference option has been moved from the first page to the Options page of the wizard. This simplifies data entry.
NEW: Credit Enquiry wizard; Rearranged so options are now entered before individual details
The Credit Enquiry wizard has been rearranged so options are now entered before individual details.
NEW: Workflows; Items with Outcome of 'Set Recall Date' remain 'Open' and cannot be completed
A Workflow Item (e.g., a Question) that has an outcome action of 'Set Recall Date' would set the Workflow's Recall Date accordingly but not advance the current item.
FIX: Workflows; Summary Page; Reset Icon shown inappriopriately
The Workflow Summary shown below the Workflows grid on forms such as Accounts and Clients shows the 'Reset' icon.
FIX: Workflows; Attempting to action a 'Wait' or 'Review' item in advance causes other action to disappear
Attempting to action a 'Wait' or 'Review' type item from the Items page of the Workflows form when unactioned items appear before it causes the summary page to not function correctly.
NEW: Workflows; New "Workflow Executor" object to process Version 2 type Workflows
With the introduction of Web Services into Workflows and the general increase in complexity of Workflows, executing a Workflow via the methods in finWorkflowFunctions is too restrictive.
NEW: Built-in Workflow Key Details Summary Page updated to Version 2
The built-in Workflow Key Details Script has been updated to a Summary Page (version 2) type Script.
FIX: CreditWorks NZ; Judgments and InsolvenciesCollection were not loaded correctly
The response block for Judgments and InsolvenciesCollection was not being parsed correctly when loaded.
NEW: Client Auditing; updated information stored when Address or Contact details change on a Client
Client Auditing for Address and Contact details has changed as follows:
NEW: Workflow Types form; New 'Summary Script' page added with options for Version 2 Summary Pages
A new 'Summary Script' page has been added to the Workflow Types form.
NEW: Workflows; Summary Pages updated to support Version 2 Workflows
A new Summary Page (Version 2) has been added to support Version 2 type Workflows. This is used by default for Version 2 type Workflow whereas, for the time being, the original Workflow Summary Page will remain the default for Version 1 type Workflows.
NEW: Security Items; new Business Layer scripting method to calculate the Security Value and Residual Value from percentages
A new Business Layer method has been added to Security Statement Items to calculate the Security Value and Residual Value from the Item's Valuation and Residual percentages.
NEW: GreenId Credit Enquiry; Rule Set name can now be specified
A new Global Setting has been added for GreenId to define the Rule Set name to use. This is located under Global Settings, Clients, GreenId.
NEW: Admin records; optimisation in Save and Delete methods
A small optimisation in the Save and Delete methods of Admin record objects has been made.
FIX: Workflows form; Items page; Overlay icon for completed item is inconsistent
The overlay icon for completed Workflow Items was inconsistent with the icon defined against the Item Outcomes, e.g.:
NEW: Credit Bureau Requests/ Responses; Enquiry dates updated to Universal Time
Credit Bureau Request and Response dates have been updated to Universal Date/ Times.
FIX: Pending Bank Account Enquiry wizard; Get Report and Delete Request hyperlinks in summary page not working
In the Pending Bank Account Enquiry wizard the Summary Page "Get Report" and "Delete Request" hyperlinks are not working.
NEW: Summary Pages (Version 2); Help HTML template style updated
The style of the Help HTML template (previously only used in an Account's Bank Matches block) has been updated to look more like the Information and Warning templates.
FIX: Quick search not matching names over 7 characters
Quick Search was not matching names over 7 characters, e.g., a last name of "Richardson" would not be matched but "Richard" would.
FIX: Workflows form; Items page; Vertical splitter position not being saved correctly
The splitter on the Items page of the Workflows for was not being saved correctly when the form was closed and then re-opened.
NEW: Workflows; Items page; "Show/ Hide Preview Pane" button removed
By default, Workflow items can only be actioned from the Workflows form, Items page, via the Summary Page below the Item treeview. Therefore, the button to "Show/ Hide Preview Pane" and the corresponding button to save defaults haves been removed.
FIX: Database Connection; more robust handling when a database connection is lost
A change has been made to better handle errors when beginning a Database Transaction and the database connection has been lost, e.g. the network has gone down.