Release History
finPOWER Connect 4.00.02
NEW: Script Code Snippets; Create snippet directly from code
Script Code Snippets can now be created directly from the Script Code or Template Text via the right-click New Snippet context menu item.
NEW: Australian Phone Number validation; various enhancements
The Australian Phone Number validation logic has been enhanced as follows:
NEW: Client Letter Document; implement File Category for Document Manager
The Client Letter Document has been enhanced as follows:
FIX: Task Manager 2; Summary for "Account Pending Withdrawal" Tasks was not implemented
"Filter Tasks" type folders in Task Manager 2 may have contained "Account Pending Withdrawal" items. When selected, the summary below the grid simply read "TODO: Account Pending Withdrawal".
NEW: New Zealand Phone Number validation; various enhancements
The New Zealand Phone Number validation logic has been enhanced as follows:
FIX: Bank Account Enquiries; CreditSense2 service; Supporting Documents not available
The CreditSense2 Bank Account Enquiry service has been updated to ensure that Supporting Documents such as Centrelink in Australia and WINZ in New Zealand can be downloaded at any time.
FIX: Bank Account Enquiries; Downloading Reports not refreshing the Summary Page
The Bank Account enquiry Summary Page was not being refreshed when downloading data reports and supporting documents.
NEW: Floating Interest Rate Change Report; enhancements
The following changes have been made to the Floating Interest Rate Change Report.
NEW: HTML Widgets; Record Bookmarking ability added (limited)
The ability to Bookmark a record has been added to support the upcoming Log Edit HTML Widget.
FIX: Workflows; Send SMS Document; Two Logs are generated
When using the Workflow Actions wizard from either the Workflow form or the Task Manager, sending an SMS Document would, incorrectly, generate two Logs.
NEW: HTML Widgets; Administration; Secured Party Group Edit HTML Widget added
The Secured Party Group Edit HTML Widget has been added. This is used within the finPOWER Connect Cloud Administration menu.
NEW: Administration; Secured Party Groups; Code behind the "Secured Party Groups" Administration form restructured for Australia (Service page)
Secured Party Group Verification (for both PPSR B2G (Australia) and PPSR NZ (New Zealand)) and "SPG Details" (PPSR B2G (Australia)) has had code updates. Whilst the functionality may appear unchanged, underlying Business Layer changes have been made to su...
NEW: Bank Account Enquiries; Completed Bank Account Enquiries do not set a Log Action Date
Completed Bank Account Enquiries now set the Log Action Date which creates a Task alerting the user to the completed Bank Account Enquiry.
NEW: Document Manager; updated handling of files stored in the Bulk folder
The Files page shows all Files located in the Account, Client etc folder plus any located in the corresponding "(Bulk)" folder that are referenced via a Log.
NEW: Equifax NZ (VedaXmlNZ); Consumer Enquiry; One Score Key Contributing Factors block updated
The Equifax NZ (VedaXmlNZ) Consumer Enquiry One Score Key Contributing Factors block has been updated on the Summary Page Report.
FIX: Reporting; Product Type details report; Reinvestment information list details added
The Reinvestment information list details have been added to the Product Type details report.
NEW: Security Statement form; Not restricted correctly based on specified Roles or Permission Keys
The Security Statement form was not restricting usage correctly based on Roles and Permission Keys.
FIX: Summary Pages; Script Template Icons did not display when casing of Icon Name varied
If a Script contains multiple references to a template icon, and those references are cased differently, e.g. "outcome_success", "Outcome_Success", and "OUTCOME_SUCCESS", then only those images where the icon name matches the first usage of that name will...
NEW: HTML Widgets; When running from Task Manager 2, a new "FolderId" parameter is provided
When an HTML Widget is run from Task Manager 2, a new "FolderId" parameter is passed to the Script.
NEW: HTML Widgets; External Party Edit; "Show only related Accounts when selecting Disbursement, Commission and Securitisation Accounts?" Global Setting is now respected
The Global Setting "Show only related Accounts when selecting Disbursement, Commission and Securitisation Accounts?" (External Party, General page) is now respected in the External Party Edit HTML Widget.
NEW: HTML Widgets; Schedule; "Overdue" column now added as default
The Overdue column will now be displayed for the following Account Classes in the HTML Widget version of the Schedule form (in both finPOWER Connect Desktop and finPOWER Connect Cloud):
NEW: HTML Widgets; Account Close; Wording on the Account Schedule title has been updated
Previously, the title of the Schedule for the Account Close HTML Widget would show "Schedule of Future Transactions (Payment Received)". The "Payment Received" text was incorrect, and now "Account Close - [Close Method]" will be displayed (where [Close Me...
NEW: Script Code Snippets; Enhancements when creating Snippets files and folders
The Script Code Snippets have new enhancements when creating Snippet files and folders.
NEW: ISExcelWorkbook; Opening CSV Files now does not parse Numbers
The ISExcelWorkbook.Open function now does not parse numbers for CSV files.
NEW: Cloud Connect Configuration; New option to Override Account Transaction Edit Reference and Notes
The built-in Account Transaction Edit Reference and Notes form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Centrix (NZ) Credit Bureau Biometric Verification; New option to add or update the Client Image
The Centrix (NZ) Credit Bureau Biometric Verification service can now automatically retrieve the Liveness video when a Verification completes and apply it to the Client Profile image.
FIX: HTML Widgets; Task Manager Recent Actions; Refresh button not available if there are no recent actions
The Task Manager Recent Actions HTML Widget has been enhanced to display a "Refresh" button when there are no recent actions.
NEW: Task Manager 2; Switching Users where the new User does not have a default folder persists the previous User's selected folder
Switching Users where the new User does not have a default folder persisted the previous User's selected folder in Task Manager 2.
FIX: Task Manager 2; Adding a new Log does not refresh the Logs grid if viewing a different User
Adding a User Log was not refreshing the Task Manager 2, Logs grid if the Task Manager was viewing a User other than the logged-in User.
FIX: Task Manager 2; Switching Users and adding a new file crashes with an unhandled exception if the Logs page is then viewed
If you switch to a different User in Task Manager 2, view the Files tab and upload a new file then switching to the Logs tab would crash the system with an unhandled exception, "Index was outside the bounds of the array."
FIX: Cost Centre; GreenID Credit Enquiry Options; removed unused properties
The following properties have been obsoleted:
FIX: Account Functions.AccountHistoryPendingWithdrawalUpdateReviewDate function now makes sure Status is Pending
In the finPOWER Business Layer, the Account Functions.AccountHistoryPendingWithdrawalUpdateReviewDate function was not checking that the Pending Withdrawal was still Pending.
FIX: Cost Centre; APLYiD; Test environment URL change
The APLYiD Test URL has changed:
NEW: ISExcel; GetString returns unexpected exponential value
The ISExcel.GetString() function may return unexpected values where the cell is a number and the format is "General".
FIX: Cost Centres; Prompting to save changes when no changes have been made
Cost Centres may prompt users to save changes even when no changes have been made.
FIX: Script Code Snippets; Added ability to manage folders and snippet files
In addition to the existing ability to add new Snippets, there are new options to Rename and Delete snippet files.
NEW: Secured Signing Electronic Signature service; add ID Verification report
The Secured Signing Summary Page now includes a button that can be used to view the ID Verification Report (PDF). This is relevant if ID Verification was requested for the signing process.
FIX: Cost Centre; InfoAgent (Australia) - Credit Enquiry option removed
The "Enable Credit Enquiry?" option and its associated heading have been removed from the InfoAgent Cost Centre settings for Australia as that function is not offered by InfoAgent in Australia.
FIX: Credit Enquiry wizard; Individual page; Descriptive text updated to reflect selected Service and Product
The Individual page in the Credit Enquiry wizard has been updated so that the descriptive text below the heading ("Individual") reflects the Service and Product selected in the previous steps, rather than the fixed text "Credit Enquiry".
FIX: ISRuntime.FileUtilities.DeleteFolder; May return success when it failed
The ISRuntime.FileUtilities.DeleteFolder function may return a success flag of TRUE even when it has failed to delete the folder e.g. when the folder is not empty.
FIX: Security Statement Item Summary Page; Script fails to execute with error
When viewing a Security Statement Item the Summary Page script may fail with the following message "Script Execution failed for Script 'BuiltIn.SummaryPage2_SecurityStmtSecuirtyItems_SecurityItemSummary'. Object reference not set to an instance of an obje...
NEW: Account Status Summary Page; column spacing incorrect for Closed status
The Account Status Summary Page may not space columns properly in the Summary block when the Account is at a "Closed" status.
FIX: HTML Widgets; Deposits; Payment Type of "Direct Credit" now limited to Bank, Token, Split (aka Zepto AU) and Zepto NZ
Deposit Account Interest and Maturity Payment Type of "Direct Credit" is now limited to the below four Payment Method types.
NEW: Account Letter Document; implement File Category for Document Manager
The Account Letter Document has been enhanced as follows:
NEW: Audit Search wizard; Activity Filter for "Tax Period Close" not working
In the Audit Search wizard the Activity Filter for "Tax Period Close" was not working.
NEW: Script Code Snippets; Sub-folders now supported
Script Code Snippets now supports sub-folders.
NEW: Scripts; Snippets; Now support Template Text
Code Snippets now support HTML snippets which are used by Template Text.
FIX: Scripts; Snippets; Default to script language
When opening the Snippets from Script Code it should default to the Script language:
NEW: Deposit Interest Transaction Reversal; Withholding Tax Type on reversed Transaction may be incorrectly set to Null
When reversing a Deposit Interest Transaction, the Withholding Tax Type on the reversed Transaction may be incorrectly set to Null when it should be set to Not Applicable.
NEW: Documents; updated Options page
On the Admin, Documents form, Options page the following changes have been made: