Release History
finPOWER Connect 4.01.01
NEW: Banking Interface; Zepto (Split) Service; PayID and PayTo summary to default to Account Logs
The Zepto (Split) PayID and PayTo Payment Summaries have been updated to open the Account Log and not the Service Log as the user may not have permission to view the Service Log.
NEW: Bank Export Services; "PaymentExpress Payline (Refund)" added
A Bank Exporter for Payment Express has been added (for users with Advanced Banking Add-On).
NEW: Reporting; User List report updated
FIX: Credit Bureau; ABNLookup service; Business Enquiry product should not be available for Individual clients
The Credit Enquiry wizard should not be displaying the Business Enquiry product for the ABNLookup service if the Client is an Individual.
FIX: HTML Widgets; New Individual Client; Default Date Of Birth now being converted from UTC to UTC
The New Individual Client HTML Widget has been updated to use the correct conversions.
NEW: Scripts; Can now use Microsoft's Roslyn compiler
The way Scripts in finPOWER Connect are compiled can now be configured to use Microsoft's Roslyn compiler ([[https://en.wikipedia.org/wiki/Roslyn_(compiler)]]).
NEW: HTML Widgets; Individual and Organisation New Client HTML Widgets updated
The Individual and Organisation New Client HTML Widgets have been updated with a new Matches page.
NEW: Combine Clients HTML Widget; updated Possible Matches table
The Combine Clients HTML Widget, Possible Matches table, has been updated. In this HTML Widget after selecting the Client to merge, a list of potential similar Clients is shown in a grid.
FIX: HTML Widgets; widget.UI.DocumentManagerComboBox; Dynamically created controls error when "[New file...]" is selected and do not allow upload
Dynamically created widget.UI.DocumentManagerComboBox did not function correctly.
NEW: Combine Clients wizard; updated matching logic
In the Combine Clients wizard, after selecting the Client to merge, a list of potential similar Clients is shown in a grid.
NEW: Shutdown Warnings; added option to show a warning if Account Processes haven't been run within the last 24 hours
A new shutdown warning has been added where Account Processes haven't been run in the last 24 hours.
NEW: Global Settings, Clients, Addressing; Google Embedded Maps; New "Static" option
NEW: Page Sets; Page Set samples removed from the finPOWER Connect installation
The following Page Set samples supplied with the finPOWER Connect installer have been replaced by HTML Widgets over time and therefore will no longer be provided with finPOWER Connect:
FIX: HTML Widgets; Removed unused variables
The following HTML Widgets have been updated to remove unused variables:
NEW: HTML Widgets; Parameters Host Control; "Standard Range" Range Parameters can now have the SQL Where updated by using the UpdateParameters function
Previously, the **UpdateParameters(parameters, options)** function on the Parameters Host control could only be used to update the SQL Query on a Parameter. This was only useful for Range Parameters which were configured as SQL Queries.
FIX: Payment Arrangements; Overriding "Range" Regular Payments are now flagged as "Processed"
Previously, any Overriding Regular Payments configured as a range (e.g., "?1/1/24-31/1/24") were never flagged as "Processed", even if the Account had been processed well past the range date. This caused a couple of main issues:
NEW: Banking Interface; Zepto (Split) PayTo; Enhanced sandbox testing parameters
The Zepto (Split) PayTo Banking Interface has been update to enhance sandbox testing.
NEW: HTML Widgets; ParametersHost control; New method SetParameterReadOnlyByName
A new method, ''SetParameterReadOnlyByName'' has been added to the widget.UI.ParametersHost object.
NEW: Scripts; Getting template Text for "Summary Page" and "HTML Report" type Scripts now returns blank text
Summary Page and HTML Report type Scripts have been obsolete for a long time.
NEW: Credit Bureau; GreenId Service; Old products
The business layer classes that contained the obsoleted GreenId products have been cleaned up to remove references to the GreenId WSDL that is no longer supported.
NEW: Credit Bureau; ABNLookup; Removed legacy SOAP service definitions
The ABNLookup Credit Bureau service legacy SOAP service definitions have been removed as the service has been updated to use the REST protocol.
FIX: Bank Account Enquiries; BankStatements service; Automatic purging of old service logs updated
The BankStatements Bank Account Enquiries purging of old service logs has been updated.
FIX: Bank Account Enquiries; CreditSense2 service; Automatic purging of old service logs updated
The CreditSense2 Bank Account Enquiries purging of old service logs has been updated.
NEW: Zepto (formerly Split Payments) Australia; PayID and PayTo service logs not being cleaned up
The Zepto PayID and PayTo service logs were not being cleaned up completely as it would not include the very latest service log.
FIX: Quick Search 2; Not matching Bank Account numbers that were 8 characters long
Quick Search 2 would only match Bank Account numbers that were 9 or more characters long.
NEW: Banking Interface; Zepto PayTo; Amending Agreements testing
The Zepto Payto Banking Interface has been updated to allow easier testing of Agreement Amendments.
NEW: HTML Widgets; Calendar Edit; Support added for "Automatic" Calendars
The Calendar Edit HTML Widget now supports **Automatic Calendars**.
NEW: User Security; Certificates; Changed the default Certificate Format
FIX: Client List Report; Export to Query Results does not work with Pep Status
The Client List Report does not include the PEP Status fields data when exporting to a query result.
NEW: finPOWER Connect Calendars can now be configured as "Automatic"
Previously, Calendars in finPOWER Connect had to updated manually to ensure that holidays for a specific country and state (where applicable) were respected by the system. This created an overhead that many Finance Companies would rather not have to think...
FIX: Bank Account Enquiries; BankStatements service; ResponseXml property not populated
The BankStatements Bank Account Enquiries Business Layer property "ResponseXml" was not being populated.
NEW: Credit Bureau; CentrixNZ; Commercial Credit Report Products obsoleted
The CentrixNZ Credit Bureau service has had the following products obsoleted:
NEW: Calendars; add "Juneteenth National Independence Day" for US
The "Juneteenth National Independence Day" public holiday for US is now included when added via the "Add Holidays" wizard for Calendars.
NEW: ISWebUtilities GetCertificate; Updated Business Layer
The ISWebUtilities.GetCertificate Business Layer method has been updated for future compatibility.
NEW: Reports; New User Email Exception List report available
A new User Email Exception List report is available in the Report Explorer, in the User Security section.
NEW: HTML Widgets; User Audit Report typos corrected
NEW: Task Groups; Task Group wizard; Items page; "Add Item" removed when not licensed for the Web Interfaces Add-On or finPOWER Connect Cloud is not configured to use the superseded "Tasks view"
An "Add Item" button below the grid on the Items page of the Task Group wizard presented the User with the following, confusing, message:
NEW: Loan Reports; Residual Value for Revolving Credit Loans is now reported
The Residual Value for Revolving Credit Loans is now reported in various Loan and Account Reports.
FIX: HTML Widget; Annual Commerce Commission Report (New Zealand) spelling error
A spelling error in the Annual Commerce Commission Report (New Zealand) and HTML Widget header has been corrected.
FIX: Import Information; GL Accounts not loading from an XML file
Trying to import GL Accounts via the File, Import/ Export Information, Import Information menu may fail with "Failed to Import Information. Failed to Import XML information. Failed to import GL Account from XML file. GLAccountId must be specified.".
NEW: PPSRNZ Security Enquiry; better handling of non-ASCII characters
The PPSRNZ Security Enquiry does not handle diacritical or other non-ASCII characters. For example, sending data that includes accented characters will return the server error "Internal Server Error".
NEW: Motorweb Security Enquiry; better handling of non-ASCII characters
The Motorweb Security Enquiry does not accept characters outside of the "Latin" alphabet ("A" to "Z"), and accented versions of those characters.
FIX: Workflow List Report; may fail with an error if not licensed for Account Applications
The Workflow List Report may fail with an error when exporting if not licensed for Account Applications. The message is "Failed to execute 'WorkflowList' Report. Failed to get Export DataSet. Failed to execute Query. Failed to execute 'WorkflowList' Query...
NEW: InfoAgent Security Enquiry; better handling of non-ASCII characters
The InfoAgent Security Enquiry does not accept characters outside of the "Latin" alphabet ("A" to "Z"), and accented versions of those characters.
NEW: Business Layer; ISValidation.ValidateVIN and ISSecurityRegister.ValidateVIN
Validation of VINs done by ISValidation and ISSecurityRegister has been centralised. There is no effect on existing code and scripts
NEW: Centrix NZ Security Enquiry; better handling of non-ASCII characters
The Centrix NZ Security Enquiry does not handle diacritical or other non-ASCII characters.
NEW: VedaConnect AU Credit Enquiry; better handling of non-ASCII characters
The VedaConnect AU Credit Enquiry does not handle diacritical or other non-ASCII characters.
NEW: Task Manager 2; Task Groups; Task Group wizard; Items page; New button below grid to "Add Task Manager folder that is a copy of a System Folder"
A new button to "Add Task Manager folder that is a copy of a System Folder" has been added below the grid on the Task Group wizard, Items page.
FIX: Task Manager 2; Task Manager 2 Folder Scripts; Setting .WidthHtml for User Data Headings appeared to not work correctly
Task Manager 2 Folder Scripts can be used to add additional columns to folders such as "Monitored Accounts", e.g.,:
NEW: Illion AU Credit Enquiry; better handling of non-ASCII characters
The Illion AU Credit Enquiry does not handle diacritical or other non-ASCII characters, sometimes returning the server error "An exception occurred while processing the request (50)".