Release History
finPOWER Connect 4.00.00
NEW: Cloud Connect Configuration; New option to Override Investment Income Report Export (New Zealand)
The built-in Investment Income Report Export for New Zealand can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Script Editor; new options added to the Compare pane
The right click context menu in the Script Editor Compare pane now has additional options:
FIX: HTML Widgets; Account Financial control updated to support mandatory Credit Limit Account Type settings
The Account Financial control (used in the New Account HTML Widget) has been updated to respect the "Required?" Checkbox option next to the Credit Limits of the Account Type Admin library.
NEW: APLYiD Credit Bureau; New option to create a Client Identification Item from a completed Verification
There is a new option to add an Identification Item to a Client when an APLYiD Verification is completed.
NEW: APLYiD Credit Bureau; New option to add or update the Client Image
There is a new option to add or update a Client's Image when an APLYiD Verification is completed. The Image is saved in the Client's Document Manager folder.
NEW: APLYiD Credit Bureau Service; Images can now be downloaded
The APLYiD service can now automatically retrieve Face and Identification Document images when a Verification completes and display them in the Summary Page.
NEW: HTML Widgets; New Account; New "Payment Schedule" and "Overriding Payments" options added to Financial page
Two new options have been added to the Financial page of the New Account wizard. These are:
NEW: Sample Scripts; HTML Report type sample Scripts have been removed
"HTML Report" type sample Scripts have been removed as they are now obsoleted.
NEW: User Preferences form; Tasks & Workflows; General; Option to "Show Task Manager when database is opened" now uses Task Manager 2 if being used
If Task Manager 2 is being used (Global Settings) then the User Preference to show the Task Manager when the database is opened will now open Task Manager 2, regardless of whether Global Settings indicate that Task Manager (version 1) is also being used.
NEW: HTML Widgets; Account Restructure HTML Widget has been added
The Account Restructure wizard has been added as an HTML Widget.
NEW: HTML Widgets; New "narrow" CSS class that can be applied to table rows such as those containing Radio Buttons
Row spacing in HTML Widget tables is set to a specific amount (4px at the bottom) which, in certain circumstances, can take up a little too much vertical space.
FIX: HTML Widgets; Checkbox control; Double-clicking caption selects all or part of text
Double-clicking the caption of a CheckBox control selected all or part of the text.
FIX: Account Restructure; Restructure Date Minimum Value was incorrect
The Restructure Date in the Account Restructure wizard enforces minimum and maximum dates; the minimum was previously defined as the Accounts last Restructured date (or opening date if the Account had never been Restructured before).
NEW: Script Editor; new options added to the Compare pane
New options for working with script code have been added to the Compare pane in the Script Editor.
FIX: Account Financial page; may show original Interest details after Loan is Closed
The Account Financial page may show the original Interest details after the Loan is Closed or Closed Pending - rather than the current Interest details.
FIX: Account Floating Interest Rate changes; better handling of where a Rate change occurs during a Fixed Interest Period
For Floating Interest Rate Accounts, if a change is made to the Base Interest Rate, the Floating Interest Rate change process can neatly handle updating affected Accounts.
NEW: Script Editor; Prompt to view differences when updating Script
When updating a Script with an expanded built-in Script, you will now be prompted to view the differences between the current Script text and the built-in Script text.
FIX: Review Pending Floating Interest Rates wizard; Schedule drill-down buttons not working
The Schedule drilldown buttons in the Review Pending Floating Interest Rates wizard's Summary page were not working.
NEW: NZCO Entity Role Search; Summary Page updated to make it clearer where the associated company is Removed
The NZCO Entity Role Search shows a list of Companies a person or company is associated with.
NEW: Business Layer; ISImageEditor now has function to combine images
The ISImageEditor class now has a CombineVertical() method which will create a single image from two component images.
NEW: New Standard Range "AccountAppSubStatuses"
A new Standard Range, "AccountAppSubStatuses" has been added for use in the Task Manager Folder Edit HTML Widget.
NEW: Auditing; add auditing to Identification Types
Auditing has been added to Identification Types.
NEW: Page Sets; HTML Editor Page Object updated to use WebView2
The HTML Editor Page Object has been updated to use the WebView2 rather than the old WebBrowser control since this is being removed from finPOWER Connect as at version 4.00.00.
NEW: Client Identification Types; now supports encrypting Details on the database
Client Identification Types now support encrypting Details on the database. This will encrypt the main Value on the database - not the entire record.
NEW: Global Settings; Tasks & Workflows; New option to still allow access to the original Task Manager when using the new Task Manager 2
A new option has been added to the Global Settings form, Tasks & Workflows, General page, "Still allow access to Task Manager 1?"
FIX: Client Identification drilldown; Details now limited to 100 characters
The Client Identification drilldown form and HTML Widget allowed up to 255 characters to be entered for the main Details field. This should be 100 characters.
NEW: HTML Widgets; Account Type setting, "Allow Entry of Total Interest to Calculate Interest Rate?", now respected in the Account Financial control
The Account Financial control (used in the New Account wizard) has been updated to respect the "Allow Entry of Total Interest to Calculate Interest Rate?" Account Type setting for new Accounts. When checked, a calculator icon is displayed next to the Inte...
FIX: Client Identification; Australian Medicare Expiry date updated to be month/ year if Green
Australian Medicare Client Identification Items have been updated so if the Colour is Green the Expiry Date is just the Month and Year, i.e., no Day. Blue (Interim) and Yellow (Reciprocal) colours still ask for the full day, month and year.
FIX: HTML Widgets; Parameters Host control; "Number" and "Number Range" Parameters not respecting Mandatory Parameter Set flags
If Number or Number Range Parameters in a Parameter Set were flagged as mandatory, the HTML Widget Parameters Host control was ignoring the mandatory flag and allowing the controls to be left empty.
FIX: Parameter Sets; "Range" Parameter could allow mandatory fields to be skipped
The "Range" Parameter allowed the "Finish" button to be clicked when the Range Type was set to any of:
FIX: Scripts; Scripts form or Script Compilation Errors report freezes
If a Script contains a #INCLUDE directive that includes a Script that has a reference back to this Script (or any other combination that includes a circular reference), the Scripts form would freeze, as would the Script Compilation Errors report.
NEW: Script Editor; Intellisense exclusion list
The Script Editor intellisense displays a list of auto-complete items for the object you are working with which will include some .Net specific functions that can clutter the list making it difficult to find the correct item.
NEW: User Preferences; Developer; General; Script Code font and size properties relocated
The Script Code font and size properties are now located on the User Preferences, Developer, General page.
FIX: ISKeyValueList; changes to better handle Set methods with different data types
Changes have been made to ISKeyValueList to better handle Set methods with different data types.
NEW: Account Accept Decline; ExecuteAccept now returns statusChangePostFailed
The finAccountAcceptDecline.ExecuteAccept function now returns an optional parameter "statusChangePostFailed".
NEW: APLYiD Credit Bureau Service; added ability to download Verification results without using Webhooks
The APLYiD Credit Bureau Service now supports the ability to download Verification results without using Webhooks.
NEW: Summary Page (version 2); DocumentManagerImage template; Updated to allow "itemId" and "itemType" parameters
Previously, the DocumentManagerImage Summary Page (version 2) HTML Template, accepted the following parameters:
NEW: General Ledger Export (New Interface); updated Audit Log information
The General Ledger Export (New Interface) has been updated to include better Auditing information.
NEW: Credit Sense (Version 1); Ability to start new bank account enquiries has been removed
The ability to start new bank account enquiries in the Credit Sense (Version 1) service has been removed.
NEW: Web Services; Background and Scheduled Processes; Events screen has been improved
The Events screen used for Background and Scheduled Processes has been enhanced, specifically to improve readability.
NEW: Record Forms; clicking Clear in form actions now moves focus to Search field
Clicking the Clear button in the form actions section of a standard record form now moves the focus to the Search field.
FIX: Account Restructure; fails with "Cannot save Account after Financial information has been changed." error
An Account Restructure may fail with the error "Failed to commit Account Restructure. Failed to save Account. Cannot save Account after Financial information has been changed.".
NEW: Script Editor; Compare panel not aligned with code panel
The Script Editor Compare panel is not aligned with the code panel.
NEW: Task Manager and Task Manager 2; Tasks/User system folder added
The Tasks system folder in the Task Manager breaks up the Task Types into Log, Review Date, Account, Client, Client Web Mail, Security and Workflow.
FIX: Queues; Items; "Query (Ad-Hoc)" removed from list
When adding an item to a Queue, the item type "Query (Ad-Hoc)" no longer appears in the list since this type of item is not supported for Queues and only exists for the purpose of allowing Queries to be saved from the "Run Query" wizard.
FIX: NumberBox control; May give unnecessary validation warning
The NumberBox control can be configured to not display zeros (i.e,. if the User - or code - sets the value to zero, it will display blank when the control is not focused).
NEW: Scripts; Options page for HTML Widgets now has an option for "Apex Charts"
The "Apex Charts" JavaScript library is now available for use in HTML Widgets.
NEW: HTML Widgets; Function added to widget.UI to build the Background Process "Progress" page
Previously, each HTML Widget which ran as a Background Process had its own code (however identical) responsible for building the console-style Progress page. This code has been consolidated into widget.UI under the Function "widget.UI.BuildBackgroundProce...
FIX: finPOWER Connect Cloud Configuration; Forms & Actions; Clients; Client Statistics Set wizard showing when not licensed for Client Statistics Add-On
A row for "Client Statistics Set wizard" was incorrectly showing on the Forms & Actions section, Clients page in the finPOWER Connect Cloud Configuration form when not licensed for the Client Statistics Add-On.
NEW: External Party List Report; add columns for BDM and BDM Commission and make several columns optional
The External Party List Report now includes optional columns for BDM and BDM Commission.