Release History
finPOWER Connect 2.03.00
NEW: Log objects; When generating Email and SMS using the business layer methods, the Script is now passed the Log object in eventArgs
The following Log objects have GenerateMessageEmail and GenerateMessageSms methods that can be used by Script to automatically populate the ExtendedData property:
NEW: Account and Client Logs; new Event script for Save events
Account and Client Logs have a new script event. This allows the script to tweak properties in the "SavePre" event, and even cancel the Save. The Post events allow you to implement additional functionality such as updating a third party CRM system.
FIX: Accounts; calculating existing Schedule for an Account always "extends" the current error message, even if there is no current error
When calculating the existing Schedule for an Account, finPOWER Connect was always "extending" the current error message, even if there is no error.
NEW: Object Event scripts; "SavePost" event no longer fired if Record hasn't changed
The "SavePost" object event Script is no longer fired if the record hasn't changed. This mirrors whether or not the record, including any sub-object or sub-collection, is saved.
NEW: MotorWeb; PDF Report now saves binary data in ISServiceLog table
The MotorWeb Security Enquiry service now saves the binary data from a PDF Report in the ISServiceLog table.
FIX: Centrix NZ Credit Enquiry; Summary Page displays a Name Only Insolvency Year of Birth as zero when none is available.
In the Centrix NZ Credit Enquiry summary page, the Name Only Insolvency Block displays zero as the Year of Birth when no data is available. This has been updated to display "Unknown" instead of "0".
NEW: ISServiceLog table; moved binary Reponses to their own "ResponseBinaryData" column
A new "ResponseBinaryData" column has been added to the ISServiceLog table. Binary Reponses have been moved from the Response column to this new column.
NEW: Bank Account Enquiry; enhanced Summary Pages History Block to show text in white when background colour is dark
Bank Account Enquiry Summary Pages have been enhanced to show the History Block text in white when the background colour is dark.
NEW: Credit Enquiries; change Show Request/ Response to Open Service Log
When showing the Summary Page for Credit Enquiries, Bank Account Enquiries and Security Enquiries, rather than showing buttons, below the page, to open the Request and Response XML, there is now a button to open the related Service Log.
NEW: Client Log subjects; updated "Subject" for new Credit Bureau Logs
The default Client Log subject created for new Credit Bureau Logs has been changed to standardise and simplify.
NEW: Client Business Layer functions; updated because of changes to Bank Account Enquiries
Various functions within finClient and finClientFunctions no longer work well with changes made to the Bank Account Enquiry functions.
NEW: Log Outcome Information List changes
Log Outcomes (e.g., for a Client Log) are defined by an Information List (e.g., ClientLogOutcomes).
NEW: Account Applications; Applicants page; Client button moved to separate column before Client Id
Other grids such as the Accounts form, Clients page display the Client drilldown button before the Client Id and it is a separate column that can be hidden.
NEW: Global Collection Search form; Enter key can now be pressed to perform search whilst focused on the 'Look For' field
Pressing the Enter key on the 'Look For' field on the Global Collection Search form will now perform a search as if the 'Search' button was clicked.
NEW: Security Types; added Category and User Flag A and B
Added Category and User Flag A and B to Security Types.
NEW: Audit Search; moved from Tools menu to Reports menu
The Audit Search menu item has been moved from the Tools, Utilities menu to the Reports menu.
NEW: Database upgrade; removed upgrade code for databases prior to version 1.6
The Database upgrade wizard will now only upgrade databases that are version 1.6 or higher.
NEW: Documents; SMS and Email Documents; 'GenerateMessage' Script event now has additional parameters
When the Script 'GenerateMessage' event is called for SMS and Email type Documents, the following additional event arguments may be available:
NEW: MotorWeb Add-On; renamed "Security Enquiry" Add-On
The MotorWeb Add-On has been renamed the "Security Enquiry" Add-On.
FIX: Account Quotation wizard; Promotion is not refreshed when changing the Product Type
In the Account Quotation wizard, if the Product Type changes and this causes the Account Type to update the following is not happening:
FIX: New Account wizard; Disbursements page doesn't show if using an Account Type Promotion.
The Disbursements page in the New Account wizard doesn't show if using an Account Type Promotion.
NEW: Account Transactions; Summary Page now includes a warning if the Transaction isn't cleared
On the Account form, Transactions page, the Summary Page now includes a warning if the Transaction isn't cleared.
NEW: Bank Transactions; added DateCleared
The BankTransaction and AccountTransaction tables now include a "DateCleared" column. This makes it easy to query the database to find the date a Transaction will be cleared at the Bank.
NEW: General ledger Export; added FileNameResolved to the finGLExport Business Layer object
Added FileNameResolved to the finGLExport Business Layer object.
FIX: Centrix NZ Credit Bureau; remove unused Global Options, including Reference
Removed unused Global Settings from the Centrix NZ Credit Bureau service.
FIX: Bank Transaction Export Summary Report; only works for Australia and New Zealand
The Bank Transaction Export Summary Report only works for Australia and New Zealand. For other countries, e.g. Fiji, Papua New Guinea, the list of columns to include is not built, thereby meaning the report fails.
NEW: Decision Cards; Scores can now be Decimal rather than Integer values
The various Score properties on Decision Cards and related Decision Outcomes can now be Decimal values up to 4 decimal places rather than Integer values as in previous versions.
FIX: Account Type Details Report; Accounting page shows the Control and Clearing Accounts reversed
On the Account Type Details Report, Accounting page, the Control and Clearing Accounts are reversed.
FIX: Application Shortcuts; Execute Scheduled Script; Blank tip added to 'Interval' field
The 'Interval' field in the Application Shortcut wizard (sometimes referred to as the Taskpane Item wizard) now displays a blank tip of '10' to show that if unspecified, a Scheduled Script will run every 10 minutes.
NEW: Global/ User Settings; SMS Messaging mandatory fields are now enforced
Global Settings and User Preference now enforce mandatory fields for SMS Messaging.
NEW: Summary Page scripts; add hyperlink to open the Service Log in the History section
A hyperlink to the Service Log has been added to the Summary Page "History" block for Bank Account Enquiries and supported Credit Bureau Enquiries.
NEW: Account Transfers; now include a database link between the two sides of the Transaction
Previously an Account Transaction Transfer and Account Payment Transfer included details of the transfer in the comments. However, this could be overridden by the User.
NEW: Credit Bureau; ExecuteCreditEnquiryPost Script event changes
The Credit Enquiry "ExecuteCreditEnquiryPost" Script event now takes the following parameters for consistency with the new "ExecuteCreditEnquiryUpdatePost" Script event:
NEW: Workflows; Workflow Types; Recall event for 'Bank Account Enquires' now applies to Credit Enquiries
The Workflow Type Recall Event to recall a Workflow when a Bank Account Enquiry Report was download is now applicable to Credit Enquiries (since the concept of a 'Pending' Credit Enquiry has been introduced by the Veda Connect service).
NEW: Pending Service Requests; implement "NextCheckUtcDate" for "In Progress" service logs
NEW: Workflows; Workflow Actions wizard; Outcome can now be specified for Incoming and Outgoing Communication type actions
The following pages of the Workflow Actions wizard now allow a Log Outcome to be specified:
FIX: Quick Search; Not finding External Id containing hyphens
The Quick Search facility was not finding a record's External Id if it contained a special character such as a hyphen.
FIX: Workflows; Version 2 Summary Page shows multiple instances of the same Outcome
If a Question or Item Group type Workflow Item defines multiple Outcomes with the same code, these were being displayed on the Version 2 Summary Page.
FIX: Account Close Settlement Summary Report; does not always include the fee charged
The standard Account Close Settlement Summary Report does not always include the fee charged.
NEW: Centrix Credit Enquiry; Consumer Product Enquiry updated to latest specifications
The Centrix NZ "Consumer Product Enquiry" Credit Enquiry has been updated to the latest specification, version 2.00.
NEW: Credit Bureaus; added support for Veda Australia VedaConnect VedaScore Apply and Commercial Credit Assess products
Support has been added for Veda Australia's product "VedaConnect VedaScore Apply and Commercial Credit Assess".
FIX: Payment Transaction Allocations; where split over multiple Accounts may incorrectly allocate the Value
Payment Transactions, where split over multiple lines and using different allocation methods, may not save the value allocation method correctly. The allocation method for all splits is saved as per the final split's option.
NEW: Centrix NZ Credit Bureau; added "Name Only Insolvencies" to Consumer Product Credit Enquiry
Added an option to include "Name Only Insolvencies" to Centrix Consumer Product Credit Enquiries.
NEW: Entities; add Dispute Resolution Scheme for Loan Contracts
A new Dispute Resolution Scheme Client has been added to Entities to better handle the Dispute Resolution section on Loan Contracts.
NEW: Entities; added Licence Name to compliment Licence Number
A new Licence Name field has been added to Entities to compliment the Licence Number.
FIX: Transaction Entry; Debit/Credit columns give error if a negative number entered into them
In Transaction Entry, the Debit and Credit columns error with "Unable to update the data value: Value in the editor is not valid." if a negative number is entered.
FIX: Information Import; Security Items not importing the "Full Description" for standard item types
In the Information Import, Security Items are not importing the "Full Description" for standard item types.
NEW: Disbursements; now record the Pk of the Bank Transaction that paid the Disbursement
Disbursements now record the Primary Key of the Bank Transaction that paid the Disbursement - whether paid to the Account or via a Disbursement Account. This is stored in the AccountDisbursement table, BankTransactionPk column.
NEW: Credit Enquiry Summary pages; new option to add a warning if the Report is out-of-date
Credit Enquiry Summary pages now include a new option to add a warning if the Report is out-of-date.
NEW: Credit Enquiries; changes to Summary Page function parameters
When generating the Summary Page for Credit Enquiries finPOWER Connect was passing the Credit Enquiry Response object to the script.