Release History
finPOWER Connect 4.00.02
NEW: Document Manager; new function to save an Excel Workbook
A new function has been added to finDocumentFiles to save an Excel Workbook to the Document Manager.
NEW: Document Manager; new function to save Word Documents
New functions have been added to finDocumentFiles to save a Word Document or Documents to the Document Manager.
FIX: HTML Widgets; New Account; Client Id can duplicate in Clients list if creating from an Account Quotation
It was possible for the Client Id to appear twice in the Clients grid of the New Account wizard if the Account was being created from an Account Quotation. The Account Quotation uses the same HTML Widget as the New Account wizard but run in a different mo...
NEW: Actipro SyntaxEditor software component; Updated to version 23.1.1
The Actipro SyntaxEditor software component has been updated to version 23.1.1.
FIX: HTML Widgets; Account Transaction; Handling of "Automatically post Withholding Tax?" checkbox improved for Deposit Accounts
Handling of the read-only state for the "Automatically post Withholding Tax?" Checkbox has been improved.
NEW: PCI DSS Compliance Report has been updated to version 4.0
The PCI DSS Compliance Report has been updated to version 4.0, as specified by the PCI Security Standards.
NEW: HTML Widgets; New widget.UI.Button control
A new widget.UI.Button control is available.
NEW: Document Manager; various changes to improve interface with regards File Categories
Various changes to the Document Manager Files page have been made to improve the interface with regards File Categories.
FIX: HTML Widgets; widget.UI.DocumentManagerComboBox; showPreview option not working
HTML Widgets such as the Client Edit form use a widget.UI.DocumentManagerComboBox to present a list of Document Manager files.
NEW: HTML Widgets; widget.UI.InformationListComboBox; New method SetLogOutcomeComboFromSectionedInformationList()
A new method, SetLogOutcomeComboFromSectionedInformationList() has been added to the widget.UI.InformationListComboBox control.
NEW: Centrix Credit Bureau service; Identification document images are now resized and converted to JPG format
When an identification document image file is downloaded from Centrix, it will now be resized (preserving aspect ratio) if its height or width is greater than 1920 pixels.
NEW: Document Manager; new option to define standard File Categories via Information Lists
A new option has been added to the Document Manager to define standard File Categories via Information Lists.
NEW: Document Manager; added ability to move File Categories
On forms such as the Client and Account form, the Files page displays Files associated with the item. This includes a File "Category".
FIX: HTML Widgets; Executing multiple Application Shortcuts from a single block of JavaScript will only run the last shortcut
Executing multiple Application Shortcuts from a single block of JavaScript will only run the last shortcut; all prior Application Shortcuts are ignored.
NEW: Singular versions of main forms can now be used in Application Shortcuts
finPOWER Connect Cloud uses a singular naming convention for its forms, e.g., "Client" instead of "Clients" which is used in finPOWER Connect desktop.
NEW: HTML Widgets; New widget.Minimise() method added
A new widget.Minimise() method has been added.
NEW: Document Manager; File Category is now better validated
Document Manager Files have the ability to include a Category. The Category is now better validated so invalid characters like a colon ":" are not allowed.
NEW: Document Manager; added ability to Rename Files
On forms such as the Client and Account form, the Files page displays Files associated with the item. There is now an option to rename the File within finPOWER Connect.
NEW: Combine Clients wizard; PEP Status and PEP Status Date added
The Combine Clients wizard now includes the PEP Status and PEP Status Date fields.
NEW: New Client wizard; add PEP Status and Date
In the New Client wizard you can now enter the PEP Status and Date on the Tax and Other Information page.
FIX: User Defined pages; Parameter Set may not save Range control
On User Defined pages a Parameter Set may not save a Range control.
NEW: HTML Widgets; Account Type Edit; Documents grid enhancements
The following enhancements have been made to the grid on the "Documents" page of the Account Type Edit HTML Widget:
NEW: Centrix Credit Bureau Biometric Verification: enhanced Name handling logic
Currently the Centrix Biometric response data combines the applicant's first and middle names in the "firstname" data element, leaving the "middlename" element blank. This can be seen in the Service Log Response option.
NEW: InfoAgent; improve monitoring to better handle duplicate monitor requests
InfoAgent monitoring has been improved to better handle duplicate monitor requests, i.e. for the same vehicle.
NEW: Quick Search 2; Now supports hashtags in record Notes
The Global Settings, General, Search page now has an option under "Quick Search (version 2) options" to "Support hashtags in record Notes?".
NEW: Annual AML/CFT Report HTML Widget added
Annual AML/CFT Report for New Zealand has been added. This is an HTML Widget that produces an Excel workbook. This provides information designed to assist with completing the Department of Internal Affairs' annual AML/CFT Questionnaire.
NEW: Added Compliance sub-menu under Processes menu
A new Compliance sub-menu has been added under the Processes menu.
NEW: Task Manager 2; New "Quick Search" folder type to show a saved search
A new "Quick Search" Task Manager 2 folder type has been added.
NEW: Client; Politically Exposed Person (PEP) Status and Date added
New Politically Exposed Person (PEP) fields for Status and Date are available on the Client Profile page.
NEW: PPSR Interface Add-On; now available for all Countries
The PPSR Interface Add-On has always been available for Australian and New Zealand users and integrates with the respective country's Register via an internet based API.
FIX: Security Enquiry; InfoAgent (Australia); Change layout of Search Fields
The layout of the InfoAgent search page for Australian searches has been changed.
NEW: Account Minimum Payment Change HTML Widget; now supports script Warning
The Account Minimum Payment Change HTML Widget has been updated to show the warning that may be created via the "ExecuteCommitPost" script event.
FIX: HTML Widgets; Security Statement Item; MotorWeb Reference field incorrectly displaying for Australian databases
The Security Statement Item HTML Widget has been updated so that the MotorWeb Reference field (applicable when a Motor Vehicle Security Type has been selected) is only displayed when applicable, i.e., if a New Zealand database is being used and Security E...
FIX: HTML Widget; InfoAgent Security Enquiry; Incorrect validation logic
The InfoAgent Security Enquiry HTML Widget sometimes requires a State to be selected even when not searching by Plate.
NEW: HTML Widgets; Minimum Payment Change; Cancelling a Minimum Payment Change can now show a warning message
Cancelling a Minimum Payment Change on the History page of the Account Minimum Payment Change HTML Widget can now potentially display a warning message (if the "ExecuteCancelPost" Event of the AccountMinimumPaymentChange Object Event Script fails). The HT...
NEW: HTML Widgets; Credit Limit Change; Cancelling a Credit Limit Change can now show a warning message
Cancelling a Credit Limit Change on the History page of the Account Credit Limit Change HTML Widget can now potentially display a warning message (if the "ExecuteCancelPost" Event of the AccountCreditLimitChange Object Event Script fails). The HTML Widget...
NEW: HTML Widget; InfoAgent Security, Options Page
The order of the search fields in the Options page has been changed to match the order in the equivalent form in finPOWER Connect.
NEW: Account Monitor Category Change; Cancel now supports scripting
Changes have been made to Account Monitor Category Change functionality, mainly so that the Cancel function supports scripting.
NEW: Monitor Category Changes; new option to audit changes
An option has been added to audit Account Monitor Category Changes.
FIX: Quick Search 2; Code matches were not always appearing at the top of the list of search results
When performing a Quick Search, a code match on a single search criteria, e.g., C10001, should always have appeared at the top of the list which did not appear to always be the case.
FIX: Client Connect Sample Portal; Hard-coded 24-month limit on documents has been removed
Any document older than 24 months would never be displayed for a Client to download in the Client Connect Sample Portal, regardless of the "Months to show documents" in the configuration utility for both Account and Client documents.
FIX: HTML Widgets; AccountFinancial control; Startup Interest not displaying for Deposit Accounts
The Startup Interest controls were not displayed for Deposit Accounts when using the Account Financial HTML Widget control (used in the New Account wizard). This was incorrect, as this type of Interest can be applicable for Deposit Accounts (depending on...
NEW: Account Minimum Payment Change; Cancel now supports scripting
Changes have been made to Account Minimum Payment Change functionality, mainly so that the Cancel function supports scripting.
NEW: Account Minimum Payment Change; now supports scripting
Account Minimum Payment Change wizard now includes scripting events.
NEW: Account Credit Limit Cancel; script warning is now shown to the User
In version 4.0.1 scripting was introduced when cancelling an Account Credit Limit Change.
NEW: Credit Enquiries; Populate new Politically Exposed Person (PEP) Business Layer properties
The Credit Enquiry responses now have Business Layer properties to easily identify Politically Exposed Person (PEP) Clients.
NEW: Account Credit Limit Change wizard; now uses Account.SupportsCreditLimits
The Account Credit Limit Change wizard, and especially the Business Layer functionality behind it, now uses the finAccount.SupportsCreditLimits property rather than repeating similar code again.
NEW: Deposit Accounts; now record audit information on Interest Transactions when Closing Account
Deposit Accounts now record audit information on Interest Transactions when closing the Account.
NEW: Account App Status Summary Page; Monitor Category Clear button shown even if User does not have Permission
On the Account Application Status Page, the Monitor Category "Clear" button is shown even if the User does not have Permission to clear the Monitor Category. This button should not be shown.
FIX: New Account Wizard: Instalment Selection drilldown shows blank screen
In the New Account Wizard, the Instalment Selection drilldown shows a blank screen if the First Payment Period is not "Standard".