Release History
finPOWER Connect 3.00.00
NEW: Time Zones; update Standard Summary Page blocks to use new Time Zone dates
Summary Page Standard Blocks have been updated to use the new Time Zone functions.
NEW: Database Dates; Created/Updated etc. UTC dates now stored in full precision
Created/ Updated etc. UTC date/times are now stored in SQL Server Databases in full precision, i.e. fractions of seconds are now stored. Previously the accuracy was to the nearest second.
FIX: Account Application Types; added ability to export and import to an XML file
The File, Import/ Export Information now includes Account Application Types.
FIX: Accounts; Updating Broker and Employee to an invalid combination fails - but the message says "Invalid Employee for Dealer"
If you update an Account and change the Broker and Broker Employee to an invalid combination, the update correctly fails to save, but the error message is "Failed to save Account. Invalid Employee for Dealer.". It should, of course, state "for Broker".
NEW: Times Zones; updated wizards that support a "Create Log" option
Wizards that support a "Create Log" option have been updated to support Time Zones.
FIX: Business Layer; Obsoleted Functions should not be shown in Intellisense
Obsoleted Functions in the finPOWER Connect Business Layer should not be shown in Intellisense.
NEW: Centrix NZ; added support for retrieval of existing Reports where available
Centrix NZ Security and Credit enquiries now support retrieval of existing Reports for the following products:
FIX: Account Applications; not checking Account App documents needing publishing on Shutdown
Account Application logs were not being checked upon closing the finPOWER Connect database to see if any required publishing.
FIX: GreenId Credit Enquiry; Could not uncheck Driver's Licence checks
On the Credit Enquiry wizard for the GreenId service, Background Checks (Australia), you could not uncheck both the DVS and non-DVS Drivers Licence checks - one of them always remained checked.
NEW: Summary Page (Version 2) style sheet updated to make Service Reports slightly more compact
Service Reports that use the Summary Page (Version 2) String builder (e.g., Centrix Wheels) are now a little more compact.
NEW: Task Manager updated for Time Zone support
The Task Manager always uses the local computer's Windows time, regardless of the User's configured time zone.
NEW: Log Publish wizard updated for Time Zone support
The Log Publish wizard has been updated for Time Zone support.
NEW: Rate Tables; an option to specify a "Rate Format" has been added
Add new option "Rate Format" has been added to Rate Tables.
FIX: Business layer finDocumentManagerFunctions.GetDocumentManagerFileResolved method ignoring the itemType parameter
The business layer finDocumentManagerFunctions.GetDocumentManagerFileResolved method was ignoring the itemType parameter and always assuming "Client".
NEW: Client Statistics; ClientStatisticSet now has a "Status" property
Client Statistics now has a "Status" property and includes a new Cancelled state.
NEW: Document Publishing; Publishing is now handled from the business layer where possible
Document Publishing (via the finLogPublishItems business layer object and the Publish Documents wizard) previously simply raised an event that the User Interface used to handle publishing, e.g., sending an Email.
FIX: Summary Pages; Security Items; Investment Items should not show Insurance section
The built-in Security Statement Item Summary Page incorrectly showed an Insurance section for Investment items.
NEW: Roles; User Defined information can now be recorded against Roles
Roles can now store User Data which can be entered on the Roles form and accessed from Scripts etc via the finBL.Roles global collection.
NEW: ISValidation.IsValidEmailAddress method updated to optionally return a message
The business layer finBL.Runtime.TextUtilities.IsValidEmailAddress method has been obsoleted and replaced by finBL.Runtime.Validation.IsValidEmailAddress. This has been updated to optionally return a message describing why the Email Address is not valid.
NEW: ISPhoneNumberDetails; Functionality updated
The ISPhoneNumberDetails business layer object has been updated.
FIX: Account Applications; Logs; DocumentFileNameResolved property returned file in the incorrect folder
The business layer property finAccountAppLog.DocumentFileNameResolved returns a file in the incorrect folder.
FIX: Account Quotation wizard; Account Promotions not refreshed after Broker changed
The Account Quotation wizard did not refresh the list of Account Promotions after the Broker was changed.
FIX: Client Statistics Summary Page; not applying percentages to Income and Asset totals.
The Client Statistics Summary Page was not applying the Client Group percentages to the Available Income and Available Assets totals.
NEW: Account Type, Promotions; added option to export and import the Promotions of an Account Type
A new option has been added to separately export and import the Promotions of an Account Type.
NEW: Database error; enhanced message to include table name when "ExecuteUpdateSingle" fails to update exactly one record
The error generated when a database "ExecuteUpdateSingle" fails to update exactly one record has been enhanced with the Table Name.
NEW: Reporting; Account Log Details report; Fee & Account Details section updated
The Fee & Account Details section on the Account Log Details report has been updated to use the new Summary Page (Version 2) functionality recently implemented in the Account Log form.
NEW: Documents; Publishing Client Documents from Report Explorer now allows an Entities range to be specified
Unlike Account Documents published from the Report Explorer, Client Documents did not allow a range of Entities to be specified to filter the Clients by.
NEW: Documents; Word Document and Excel Worksheet type Documents have setting to "Email"
The Options page of the Documents form allows Word Document and Excel Worksheet type Documents to be configured to "Email" (Yes, No, Prompt).
NEW: Documents; Lodgements; New Document Type
Previously, Lodgement Documents (used on Bank Account Export Services) were identified as an "Object" type Document with an "Object" of "Lodgements".
NEW: Account Applications; New Account Application Script events added to handle Monitor Category changes
The following events can now be used in the Account Application Type Script:
FIX: Publish Documents wizard; Account Documents; Warning incorrectly given that Fees cannot be changed
On the Documents page of the Publish Documents wizard, if any items are included that have a blank, read-only Fee column, these will produce an incorrect warning about Fees not being able to be changed, e.g.:
FIX: Loan New Business Report; only including Open Loans as at the end date of the Report
The Loan New Business Report was only including Open Loans as at the end date of the Report.
NEW: Account Logs; Fee & Account Details page; Summary updated to Version 2
The Summary Page shown on the Account Log form, Fee & Account Details page has been updated to a Version 2 style Summary page.
NEW: Workflows List query; Updated to work with Account Applicaton Monitor Categories
The Workflow List query and report have been updated to cater for Account Application Monitor Categories and also to remove deprecated code and introduce more generic columns.
NEW: Account Application Types; added List Report
A new Report "Account Application Type List Report" has been added.
NEW: Account Application Types; added Detail Report
A new Report "Account Application Type Detail Report" has been added.
NEW: Account Application Types; Global collection items now have a Notes property
The Account Application Types global collection now include a Notes property.
NEW: Account Applications; add Monitor Category functionality
Account Applications now include Monitor Category functionality, to complement Account Monitor Categories. These work in a very similar way to existing Account Monitor Category functions.
FIX: Approve Disbursements; may fail with an error "One or more records has been updated in table 'AccountDisbursement' by another User"
Approving a Disbursement may fail with the following error "Failed to approve Account Disbursement '[number]'. Failed to save Account. Failed to save Account Disbursements. One or more records has been updated in table 'AccountDisbursement' by another Use...
NEW: Monitor Category filters; New standard ranges added to distinguish between Account and Account Application Monitor Categories
The following standard ranges have been added to cater for Monitor Categories now being applicable to Accounts and/ or Account Applications:
FIX: Account Applications; Applicant Summary Script fails if Creating the Client fails
If creating a Client from an Applicant fails (finAccountAppApplicant.CreateClient), e.g., due to a Script error in the Account Application Type Script, the Applicant Summary Script failed to display anything and reported an error.
FIX: Account History Items; new method added to load a separate History Item
A new method has been added to the finPOWER Connect Business Layer to load a single History Item for an Account.
NEW: Task Manager; Workflows and Account Application folders; Grids now display Monitor Category details for Account Applications
Workflow and Account Application grids on the Task Manager form will now display Monitor Category details for Account Applications as per Accounts.
NEW: Task Manager; Folders; New Account Application Monitor Category filters
New Task Manager folder filters have been added for "Account Application" folders to allow them to be filtered based on the Account Application's Monitor Category.
NEW: Account Applications; Permission Keys were being displayed when not licensed for the Account Applicatiions Add-On
The Permissions Explorer and Roles forms were displaying many Account Application Permission Keys when not licensed for the Account Applications Add-On.
FIX: Page Sets; DbComboBox; Setting the Text property when not bound to a data source does not display value until switching pages
Setting the .Text property of a DbComboBox type Page Object that does not have a data source causes the .Text property not to display in the Page Object on the first page visit. Changing pages would then display the value as expected.
NEW: Publish Documents wizard; "Draft Publish" checkbox is now part of the grid button strip
The "Draft Publish" checkbox below the grid on the Logs page of the Publish Documents wizard has been moved inline with the grid button strip.
NEW: Account Monitor Categories; add support for Account Applications amending functionality for Accounts
Account Monitor Categories can now be applied to Account Applications. To support this the following changes have been made to Accounts and Monitor Categories.
FIX: Account Monitor Category Change; always ignores Permissions
The Account Monitor Category Change did not correctly check the following Permissions:
FIX: Account History List Report; minor fixes
The following tweaks have been made to the Account History List Report: