Release History
finPOWER Connect 3.00.00
NEW: Conversion Utilities; added AccountAppLogCreateCreditEnquiryServiceLog function
A new function "AccountAppLogCreateCreditEnquiryServiceLog" has been added to conversion utilites.
NEW: Debug Window "Action" added to several Admin forms
A new "Debug Window" action has added to the Action pane, under the Tools group, of the following Admin forms:
FIX: Account Interest Summary block; text for Floating Rate Interest Rates updated
The Account Interest Summary block on the Financial page of the Account form has been updated for Floating Rates as follows
NEW: Veda New Zealand Default Upload; Account Balance (as at the default date) added to Summary Page
Veda Default Upload, add the Account Balance (as at the default date) to the HTML Summary
FIX: New Workflow wizard; displays incorrect form heading
The New Workflow wizard displays the Account form heading even when it is for a Client or Account Application.
NEW: Account Applications and Clients, Permission key added for adding workflows.
New permission keys have been added for Account Application and Clients to allows users to add workflows.
FIX: VedaXMLNZ; Credit Bureau Default not handling new Gender options
Credit Bureau Default loading for Veda New Zealand was not handling new Gender options of "Indeterminate" and "Intersex".
NEW: Workflows; Workflow Type Item; "Send Document" type items; Email Documents; Defaults HTML format checkbox from Document and defaults to Source view
The Workflow Type Item wizard now defaults the HTML format flag from the related Email type Document and also defaults to the "Source" rather than the "HTML" tab in the editor.
NEW: "CentrixNZ" captions changed to "Centrix"
The actions on the Security Statement Item form and the buttons on the Account Application form, Collateral page have been updated to refer to a "Centrix Enquiry" rather than a "CentrixNZ" enquiry.
NEW: Account Applications; Collateral Items; Security Enquiries
The Account Application Collateral Item form now has buttons at the top of the Motor Vehicle page which, when in edit mode, allow either Centrix or MotorWeb enquiries to be made.
NEW: Account Applications, Collateral Items; Security Enquiry wizard now allows Collateral Item to be updated with changes
The Security Enquiry wizard, when launched from either the buttons below the Collateral Items grid on the Account Applications form or via the buttons on the Collateral Item wizard, now has a final page that shows differences and allows the Collateral Ite...
NEW: Documents; removed "Object" Document Type
Now that "Lodgement" is a separate Document Type, the "Object" Document Type has no use - it has been removed.
FIX: Excel Workbooks; ISExcelCell.Formula does not work
The ISExcelCell.Formula property in an Excel Workbook does not work - the formula is never set.
NEW: Reports, Transaction List; Processed External 3 Range and Group By added
The Transaction List Report now includes "Processed External 3" Range and Group By.
NEW: BatchBankTransactionItem, add Extended Data and ProcessedExternal properties
The finBatchBank Business Layer object now supports additional properties on the Account Transactions for ExtendedData, ProcessedExternal1, ProcessedExternal2 and ProcessedExternal3.
FIX: Security Statement Item; Security Enquiry block missing
On the Security Statement form, Security Items page, the "Enquiries" block was missing.
NEW: Dun and Bradstreet; Consumer test server URL updated
Dun and Bradstreet Credit Bureau have updated their test server to https://clienttest.dnb.com.au/CCBB2BService/CreditCheck.asmx.
NEW: Scripts script compile function optimised
Large scripts, e.g. over 10,000 lines, can take several seconds to compile.
NEW: Account Applications; Quotes page; Term & Payments block now includes a "Schedule" button
The Account Schedule can now be displayed via a "Schedule" button in the Summary Page on the Account Applications form, Quotes page,Term & Payments block.
FIX: Scripting; userInterface.CommonDialog.GetInputNumber gives compile error
Attempting to use the userInterface.CommonDialog.GetInputNumber method in User Interface Scripts or Page Sets gave a compile error if the Enum iseNumberSpecialType was used.
NEW: Settings; moved Security Enquiry "Notify of previous report within x days of new search" User Preference to Global Settings
The User Preference "Notify of previous report within x days of new search" found under Securities group, Security Enquiry page has been moved to Global Settings, Securities, MotorWeb page.
NEW: Account Applications; finAccountAppFunctions.UpdateClientFromApplicant method now uses a database transaction
The finAccountAppFunctions.UpdateClientFromApplicant business layer method now uses a database transaction.
NEW: Email address validation added to more forms
Email address validation has been added to the following:
FIX: Workflows; Workflow Types; Workflow Type Item wizard; Documents list contains incorrect records
When viewing the Document page of the Workflow Type Item wizard, switching to a different form and then switching back to the Workflow Type Item wizard, the Document dropdown contains all Documents rather than being filtered to only include Documents appl...
NEW: GemBox Document software component; updated to latest versions
The GemBox Document component files have been updated to the latest versions.
FIX: Pre-Computed Flat Interest Rate Loans; fails to calculate the first time if using a Start-up Period
Pre-Computed Flat Interest Rate Loans fail to calculate the first time if a Start-up Period has been defined.
NEW: Web Subscribers; Read-Only flag added to restrict all access against a Web Subscriber
A new "Read-Only" flag has been added to Web Subscribers.
NEW: Documents; Print Documents wizard
A new "Print Documents" wizard is available from the Process menu.
NEW: Documents; Account Application Letter added which is a "Word Document" rather than "Word VBA"
A new "Account Application Letter" document is supplied with finPOWER Connect. This is similar to the existing "Account Application Advice" but is a "Word Document" rather than a "Word VBA".
NEW: Documents; New Loan Letter is now a "Word Document" rather than "Word VBA"
The "New Loan Letter" document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA".
NEW: Documents; Loan Overdue Reminder 1 is now a "Word Document" rather than "Word VBA"
The "Loan Overdue Reminder 1" document supplied with finPOWER Connect is now a "Word Document" rather than a "Word VBA".
NEW: Logs forms; Unnecessary actions removed/ simplified
The following changes have been made to Logs form to simplify the actions shown on the left-hand side of the screen:
FIX: Accounts, Clients etc.; should not be able to delete if one or more Logs is 'In Progress'
You should not be able to delete an Account, Account Application or Client if it has one or more Logs that are still 'In Progress'.
FIX: VedaConnect AU "VedaScore Apply" Credit Enquiry; multiple spaces in the Middle Name causes enquiry to fail
VedaConnectAU Credit Enquiry services can cause the following error when there are consecutive spaces in the middle name.
FIX: Credit Enquiry; VedaXML AU and NZ, Individual names may be truncated
The VedaXML AU and NZ Credit Enquiry services may truncate the client first name and other given names when there are spaces in the names.
FIX: Permission Keys; updated Keys to match menu items
The following Permission Keys have been updated to more closely match the related Menu item.
FIX: Documents; Republish does not update Document File Name on Log
Performing a Log republish either via the Publish Documents wizard or from the 'Republish' action on Log forms did not call the 'ExecutePublishCommit' method of finLogPublishItems business layer object.
NEW: Global Settings and User Preferences; "Open Folder" button added to Document folders
The three folder text boxes on the General, Documents and Templates page of the Global Settings and User Preferences forms now have an 'Open' button to open the folder in Windows Explorer.
NEW: Account Archive; Summary Page script updated to a Version 2 Summary Page
The Account Archive Summary Script has been updated to a Version 2 Summary Page.
FIX: New Account wizard; may fail to open a Deposit Account if Payment Method requires a Cash Register
When saving a non-Quote Deposit Account in the New Account wizard the following error may occur "Account was saved but failed to 'Open' and remains in a 'Quote' state. The Account can be opened via the Accept or Decline wizard on the Accounts form. Failed...
NEW: User Preferences; Form Title now shows User's Name
The User Preferences form's window title now shows the User's Code and Name.
FIX: Workflows; "AfterInitialise" event cannot access the Account, Application or Client in certain instances
The Workflow Type Script's "AfterInitialise" event cannot access the Account, Application or Client in certain instances.
FIX: Closed Accounts; may not show Archive action
The Archive Account action on the Account form may not always be displayed for Closed Accounts. The action was only shown if the Account could be archived.
NEW: Documents; New options for 'Word Document' and 'Excel Workbook'
The Documents form now has file type specific options for "Word Document" and "Excel Workbook" documents.
FIX: Documents; "GenerateMessage" event when called from Account Type Rules did not allow overriding Document recipients
When the "GenerateMessage" event of a Document Script is called, the Script can opt to override Email and SMS recipients by setting one of the following Return Values:
NEW: Documents; User Letter added which is similar to User Advice but is a "Word Document" rather than "Word VBA"
A new "User Letter" document is supplied with finPOWER Connect. This is similar to the existing "User Advice" but is a "Word Document" rather than a "Word VBA".
NEW: Documents; Account Letter added which is similar to Account Advice but is a "Word Document" rather than "Word VBA"
A new "Account Letter" document is supplied with finPOWER Connect. This is similar to the existing "Account Advice" but is a "Word Document" rather than a "Word VBA".
NEW: Information Lists; New business layer method to help split up pipe-delimited, sectioned lists
Certain types of Information List can contain pipe-delimited values, e.g., to represent a Make, Model, e.g., "Ford|Falcon".
FIX: Account Application Logs; when saving a log the "Document" page is opened and the Log isn't saved
When saving an Account Application Log the "Document" page is opened and the Log isn't saved. Clicking on Save again saves the Log.
FIX: Security Statements; Summary Pages show User data on Items, even if the Security Type does not use
Security Statement Item Summary Pages showed User data on Items, even if the Security Type does not use User Data.