Release History
finPOWER Connect 4.00.03
NEW: HTML Widgets; Grids; By default, Group Headers will now display a count of items in that group to the right of the caption
By default, HTML Widget grids showing Group Headers will now display a count of items in that group.
NEW: HTML Widgets; Database Locks HTML Widget has been added
The Database Locks HTML Widget has been added. This takes the "Locks" page from the finPOWER Connect Desktop form "Database Users, Locks and Information" and makes it usable in a web environment.
FIX: Help, Support Information; Service Log details may time out and not return information
Help, Support Information may not show any information in the Service Log section.
NEW: Deposit Accounts; Saving a "Quote" Deposit may error with "Interest Payment Method not defined"
Saving a "Quote" Deposit Account may fail with the error "Interest Payment Method not defined".
NEW: Cloud Connect Configuration; New option to Override Client Combine wizard
The built-in Client Combine wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Transaction User Details
The built-in Account Transaction User Details wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Client Merge Wizard; now shows items from Main Client for Employment, Identification, Bank Accounts and Files
The Client Merge Wizard did not show items only included in the main Client for:
FIX: Clients form; Grammar mistake in summary text for Clients linked to External Parties
The summary text in the header of the Clients form, when viewing a Client linked to an External Party, read:
NEW: Cloud Connect Configuration; New option to Override Account Bank Transaction Reverse
The built-in Account Bank Transaction Reverse wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Transaction Reverse
The built-in Account Transaction Reverse wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: HTML Widgets; Account Transaction View; The AccountTransactionPk Parameter will now dictate the initially selected row
Once the Account Transaction View HTML Widget initialises, the row which is initially selected will now be the Transaction which was specified in the **AccountTransactionPk** Parameter.
NEW: Cloud Connect Configuration; New option to Override Account Transaction View form
The built-in Account Transaction View form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Refinance wizard
The built-in Account Refinance wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: An Account can now be Refinanced from the Account menu, Refinance Account option
An Account can now be Refinanced from the main menu toolbar of finPOWER Connect Desktop. If the below conditions are met, the new menu item "Refinance Account" will appear under the "Account" menu.
NEW: Cloud Connect Configuration; New option to Override Edit Bank Transaction wizard
The built-in Edit Bank Transaction wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Transfer wizard
The built-in Account Transfer wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Payment Transfer wizard
The built-in Account Payment Transfer wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Credit Bureau Default Suspension wizard
The built-in Account Credit Bureau Default Suspension wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Business Layer; new function to compare strings added to ISTextUtilities
A new function to compute the difference between two strings has been added.
NEW: Cloud Connect Configuration; New option to Override Account Interest Adjustment wizard
The built-in Account Interest Adjustment wizard can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Direct Debits Stop
The built-in Account Direct Debits Stop form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Client Withholding Tax Details Change
The built-in Client Withholding Tax Details Change form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Cloud Connect Configuration; New option to Override Account Balance Adjustment
The built-in Account Balance Adjustment form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
FIX: Document Publish; may fail if not licensed for Document Manager
A Document Publish may fail if not licensed for Document Manager and the Document is attempting to email multiple Clients or Applicants.
NEW: Cloud Connect Configuration; New option to Override Account Date Change
The built-in Account Date Change form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: Document Manager; if not licensed for Document Manager it should not copy files to the document folder
If you are not licensed for Document Manager, files should never be copied to the document folder.
FIX: Log Page; drag and drop fails if not licensed for the Document Manager Add-On
If not licensed for Document Manager, prior to finPOWER Connect version 4 you could still drag and drop files on to the Logs page. This would add a Log and link the Log to the file.
NEW: Credit Bureau; Centrix Biometrics; Improvements to Update function
The code that performs the Update function, to retrieve completed verification details, has been reworked to use updated functionality.
NEW: HTML Widgets; Secured Party Group Edit; Improved Auto-Fill prevention for SPG Id and Password fields
When selecting the SPG Id or Password fields in the Secured Party Group Edit HTML Widget, the browser was incorrectly prompting the User to use their saved login information (if present) to use for the SPG.
FIX: Transaction Type; "zero" default value should default from Element
A "zero" default value on a Transaction Type should use the default value from the Element - this was not happening.
NEW: Cloud Connect Configuration; New option to Override Send Email
The built-in Send Email form can now be overridden with an HTML Widget via finPOWER Connect Cloud Configuration options.
NEW: HTML Widgets; Log Edit; New options to move Log Severity and Owner and Delegated sections to the "General" tab
The following configuration options (under a new "Form options." heading) have been added to the Log Edit widget:
NEW: Task Manager 2; Tasks folders can now filter Logs by a range of Delegated Roles
Task Manager 2, "Filter Tasks" type folders can now apply a "Delegated Roles" range.
FIX: finPOWER Connect Cloud Configuration; All Roles Ranges not support exclusion ranges
The finPOWER Connect Cloud Configuration form allows Roles Ranges to be used in addition to, or as an alternative to, Permission Keys to restrict access to certain functionality.
NEW: Business Layer: new function to replace text added to ISTextUtilities
A new function to replace text within a string with case insensitive searches, has been added to ISTextUtilities, i.e. finBL.Runtime.TextUtilities.
NEW: HTML Widgets; Transaction Type Edit; HTML Widget is now available
The Transaction Type Edit HTML Widget is now available.
NEW: InfoAgent; new option to automatically stop monitoring
A new option has been added for InfoAgent monitoring to automatically stop monitoring when an Account closes or the Item changes.
NEW: Security Monitoring; Can no longer start monitoring if PPSR status is Historic
You can longer start or hold monitoring for a Security Item if the PPSR status is Historic.
FIX: Account; creating a new Security Statement from an existing Account now brings across the Branch and Manager
If an existing Account is not linked to a Security Statement you can, from the Security page, click "Open" and then answer Yes to "There is no Security Statement linked to this Account. Do you want to add a new Security Statement?" to create one.
FIX: Task Groups; Duplicating an item adds a sequence number to the existing name but, when editing, the name reverts to the original name
When duplicate a Task Group Item that is a Task Manager folder (e.g., a "Filter Monitored Accounts" item), the name is updated in the grid, e.g., "TestItem" is renamed "TestItem2".
NEW: MotorWeb; if no Cost Centres are configured for MotorWeb the Monitoring menu items are no longer shown
If there are no Cost Centres configured for MotorWeb on the Security menu, the MotorWeb Monitoring and Mailbox menu items are no longer shown.
FIX: Client Identification wizard; fixed spelling mistake
In the Client Identification wizard, when adding an Identification type of Firearms Licence, the second page of the wizard has a spelling mistake, 'New Zealand Airearms Licence details'.
FIX: Pool Auditing; fails where auto-sequenced code generated
Auditing of Pools fails to correctly save details where an auto-sequenced code is generated for an existing record.
NEW: Bank Suspense Items; added option to retain deleted Items
A new option has been added so that Bank Suspense Items are never deleted from the Database - instead they are flagged as deleted.
NEW: Annual Commerce Commission Report (New Zealand) HTML Widget added
Annual Commerce Commission Report for New Zealand has been added. This is an HTML Widget that produces an Excel workbook.
NEW: HTML Widgets; Default chart colours have been updated and can now be customised
Previously, the chart colours used in charts shown in the Grid Visualiser (e.g., the Visualisation tab for Task Manager 2 Monitored Accounts) were based around a lot of greens in the first few segments which didn't offer much contrast.
NEW: HTML Widgets; New Account; Outgoing Payment Method incorrectly mandatory for non-Deposit Product Types
The New Account HTML Widget was displaying the Outgoing Payment Method as a mandatory field, regardless of Product Type. This has been updated so that only Deposit Accounts can enforce an Outgoing Payment Method to be mandatory, such as when the maturity...
NEW: Summary Pages and HTML; Can now use full "Wiki Text"
The ISSummaryTableCell object now has a ValueFormat entry for "WikiTextFull".
NEW: Task Manager 2; Monitored Accounts folders; New option to always use Range Lookup form when updating Monitor Categories
Monitored Accounts folders in Task Manager 2 can now force a simple Range Lookup form to be used in place of the Monitor Category Update wizard.
FIX: New Client wizard; Age not showing after Date of Birth entered
In the New Client wizard, Age is not showing after the Date of Birth entered.