Release History
finPOWER Connect 4.00.02
FIX: Cost Centre; DocuSign Electronic Signature; Warning if the Cancel Reason information list is not specified
The DocuSign Electronic Signature service requires that a Cancel Reason is specified when cancelling an electronic signature.
FIX: Tax Period Reconciliation Report; incorrectly including "Not Applicable" Transactions
The Tax Period Reconciliation Report should not include Transactions where the Withholding Tax Type is "Not Applicable".
FIX: Script Editor; Optimisations to loading assemblies
Various optimisations have been made to the Script Editor to make it more efficient and to load the underlying assemblies quicker.
NEW: Code Snippets; Added option to specify alternate folder
A new option to specify an alternate folder for Code Snippets has been added.
FIX: Document Manager; changing only the case of an Account, Client etc code fails to rename Document Manager folder
When changing the code of an Account, Client etc, the folder Document Files are located in is renamed.
NEW: Import Information; importing External Parties fails if Client doesn't already exist
In the Import Information wizard, importing External Parties may fail if the related Client doesn't already exist.
NEW: Script Code Snippets; Highlight filtered text in snippet code
Script Code Snippets now highlights the filter text within the snippet code.
NEW: HTML Widgets; InfoAgent Security Enquiry (AU); Previous Report option now available
The InfoAgent Security Enquiry HTML Widget (for New Zealand) now includes a Previous Report option. A previous report can be retrieved by specifying the report's InfoAgent ID. Previous reports can be searched by specifying a Plate Number or VIN, and optio...
NEW: InfoAgent Australia Security Enquiry; Previous Report option now available
The InfoAgent Security Enquiry for Australia now includes a Previous Report option.
FIX: Product Types; Improved handling of Account Information Lists
The following Account Information Lists were not handled correctly when saving, loading, exporting and importing.
NEW: Workflows; "Allocate to User" Workflow Item Type now supports clearing the current User
The Workflow Item Type "Allocate to User" has been enhanced to allow clearing of an existing Allocated User. This is configured at the Workflow Type level, and instead of allocating to the User's Supervisor, or specifying a specific User, an option to cle...
FIX: PPSR NZ; May return incorrect error details when Amending, Registering etc. a Financing Statement
The PPSR NZ interface may return incorrect error details when Registering, Amending, Renewing or Discharging a Financing Statement.
FIX: Client Connect Sample Portal; Account Security Upload Security Photo button incorrectly displaying "Upload Photo"
The "Upload Photo" button on a Security Item of the Accounts page was incorrectly displaying as "Upload Photo". This has been fixed, and now it displays correctly.
FIX: HTML Widgets; New Account; "Add all Selected Clients" action when adding Clients not inserting the correct Clients
When adding Clients to a new Account using the New Account HTML Widget, the User is prompted to search for existing Clients, at which point one (or more) can be selected and added to the Account being created. When using the "Add all Selected Clients" but...
FIX: finAccountApp functions not respecting database read-only flags
The following functions on finAccountApp were not respecting if the database (or User) was read only:
NEW: Loan Documents; Script; Data Type correction
The sample Loan Contracts documents and the Loan Declaration of Purpose document had an error in the definitions of the Script Constants.
FIX: InfoAgent Security Enquiry; Previous Report (NZ); Update Differences on Security Item could error
Viewing and Updating Differences on a Security Item from an InfoAgent Previous Report (NZ) Enquiry could fail with the message "Object reference not set to an instance of an object".
NEW: Document Manager; send via Email code updated
Business Layer code in the fnDocumentRecipientDetailsItems.SendAccountEmailsPdf function has been updated to use the new AddWordDocumentAsPdfFile function.
FIX: Credit Enquiries; Equifax NZ (VedaXMLNZ); Verify may cause an error
The Verify button on the Credentials page of the Equifax NZ Cost Centre may cause an unhandled exception.
FIX: Script Editor; Function Explorer retains list when there is no script loaded
In certain circumstances the Script Editor Function Explorer retains the last list of functions even when no script loaded.
NEW: Global Options; added country options for Tonga
Added country options for Tonga under Tools, Global Options.
NEW: Documents; add "File Category" for Document Manager
A new "File Category" setting has been added to Documents, Options page under "Preferences to be used by Document Script".
NEW: Refinancing; Refinancing into a New Account only shows the New Account wizard in "Refinance mode" once
When Refinancing an existing Account into a New Account, after the Close wizard, the User is presented with the New Account wizard in a "Refinance mode", which displays additional information about the original Account, and upon cancelling the wizard the...
NEW: Pools; auditing of changes to Pools added
Auditing of changes to Pools has been added.
NEW: Global Settings form; remove references to Chargeable and Non-chargeable Audit
There were some left-over controls on the Global Settings form with regards to Chargeable and Non-chargeable auditing - these have been removed.
FIX: Deposits; Payment Type of "Direct Credit" now supports "Token" types
Deposit Account Interest and Maturity Payment Type of "Direct Credit" now supports "Token".
FIX: Product Types; duplicating a Product Type now clears the default Account Type
When duplicating a Product Type, the default Account Type was saved from the orginal Product Type - which is not correct.
FIX: InfoAgent Monitoring wizard; now displays items not currently monitored if User does not have permission to start monitoring
The InfoAgent Monitoring wizard will now display items not currently monitored, even if the User does not have permission to start monitoring, i.e. "SecurityItem.Monitoring.Start" is denied.
NEW: Global Options; added country options for Samoa
Added country options for Samoa under Tools, Global Options.
FIX: Credit Bureau; Biometric Verifications; Identification Item could be disabled.
In certain circumstances, Identity Verifications using APLYiD, RealAML, or Centrix services could cause existing Identification Items to be deactivated and not replaced with an updated Identification Item.
NEW: HTML Widgets; Account Refinance; Full Refinancing is now handled by the Account Close and New Account HTML Widgets
The Account Close HTML Widget has been updated to support the Close Method of "Refinance". Previously, there was a dedicated Account Refinance HTML Widget used for this purpose in finPOWER Connect Cloud. The problem (for some databases) is that the dedica...
FIX: Credit Bureau Enquiry; Gender field; graphical issue
In certain circumstances there is a slight graphical issue, showing a small column of vertical dotted lines next to the Gender drop-down list.
FIX: Word Documents; inserting Wiki text with LineFeed or Carriage Return character fails
Inserting wiki text into a Word Document fails if the text includes a single Line Feed or Carriage Return and not the New Line combination of Carriage Return and Line Feed.
NEW: Account Status Summary Page; column spacing incorrect for Closed Pending status
The Account Status Summary Page may not space columns properly in the Summary block when the Account is at a "Closed (Pending)" status.
NEW: Cloud Connect Configuration; New option to Override Account Restructure
The built-in Account Restructure form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
FIX: ISExcelCell; added Get and Set functions for Long values
The ISExcelCell class now includes functions to Get and Set Long values. Previously only Integer values were supported.
NEW: Script Editor; Go To Definition functionality extended
The Script Editor right-click context menu "Go To Definition" functionality has been extended to variables and parameters.
NEW: Gembox Spreadsheet software component; updated to version 49.0.35.1301
The Gembox Spreadsheet component files have been updated to version 49.0.35.1301.
FIX: Gembox Document software component; updated to version 35.0.35.1331
The Gembox Document component files have been updated to version 35.0.35.1331.
NEW: Equifax NZ (VedaXmlNZ); Consumer Enquiry; Added support for One Score
The Equifax NZ (VedaXmlNZ) Consumer Enquiry product now supports One Score.
NEW: Database Upgrade; warning given if using Document Manager finPOWER 5 compatible folder structure
A new warning is given if using the Document Manager finPOWER 5 compatible folder structure when upgrading a database.
NEW: HTML Widgets; Log Edit form
The Log form in finPOWER Connect Cloud was previously a custom form and not an HTML Widget.
NEW: Client Image; now supports MP4 video
The Client Image in the Profile page, and also displayed in the Key Details page, now supports MP4 video files.
FIX: User form; a message is now shown if there are no User Group filters
The Tools, User Security, User form shows a summary of the User Group filters under the User Group.
NEW: HTML Widgets; widget.UI.DocumentManagerComboBox now has Buttons and ButtonsDefine methods
The widget.UI.DocumentManagerComboBox control now exposes the following methods from the underlying ComboBox control:
NEW: Account Payment; added new properties to enhance scripting
The following properties have been added to the finAccountPayment object to enhance scripting:
NEW: Client Details Report; "PEP Status" and "PEP Status Date" added
The Client Details Report now includes the "PEP Status" and "PEP Status Date" in the "Profile" section.
FIX: finPOWER Connect Cloud Configuration form; General; Security; Session Timeout and Mobile Device Keep-Alive now show default if zero is entered
The Session Timeout and Mobile Device Keep-Alive fields on the finPOWER Connect Cloud Configuration form, General, Security page both have default values that are shown as blank tips when the field does not have a value entered.
NEW: HTML Widgets; widget.UI.DateTimeZone control; New .ValueSetNow() method to set value to current date and time
A new ValueSetNow() method has been added to the widget.UI.DateTimeZone control. This sets the value to the current date and time.
NEW: Australian Annual Investment Income Report (AIIR); Updated to version 13.0.3
The Australian Annual Investment Income Report now supports the Corporate Collective Investment Vehicle (CCIV) Client Type - as per the 13.0.3 specifications dated 27/03/2023.