Release History
finPOWER Connect 3.00.00
FIX: Interest Only Loan Account Types; closing payment transaction is allocated to Interest
When closing an Interest Only Loan Account Types the closing payment transaction is allocated to Interest, leaving the Interest Balance negative and a large Principal Balance.
NEW: Statistics Types; new Group field added
A new "Group" field has been added to Statistic Types.
FIX: Account Applications; Accept/ Decline wizard; Shows "There is no Statistics Set for this Client." warning
When running the Account Application Accept/ Decline wizard, the Warnings grid may show a "There is no Statistics Set for this Client." warning and also display no Client Name in the grid.
NEW: AccountTransaction table; new extended index added
A new extended index on the "UserFlag" column has been added to the AccountTransaction table.
FIX: AccountStatement object event script; properties in ExecuteCommitPostInTransaction not as expected
If using the AccountStatement "ExecuteCommitPostInTransaction" script event several properties are not returned as expected.
NEW: Account Log; Statement Summary Page updated to Version 2
The built-in Account Log Statement Summary page (displayed on the Account Statement page of the Account Log form for Statement Logs) has been updated to be a Version 2 Summary Page.
NEW: Account Application Logs are now included with related records
Account Application Logs have always included related records, e.g., an Applicant's Logs have always included any Client Logs (providing the Applicant is linked to an existing Client) that were added during the life-span of the Account Application.
NEW: Database Upgrade; Can now recover partially upgraded databases
When a database upgrade fails, typically the whole process needed to be repeated.
FIX: Accounts form, Disbursements page; "Created" column displays "01/01/0001 00:00:00"
On the Accounts form, Disbursements page, the "Created" column always displays "01/01/0001 00:00:00".
NEW: Accounts; additional History Rating types added
Added two additional History Rating types to Accounts.
NEW: Page Sets; New functions to show the Bank Account Enquiry wizard for Clients and Applicants
New functionality has been added to Page Sets to allow them to display the Bank AccountEnquiry wizard for either a Client or Account Application Applicant.
NEW: Motor Vehicle Security Item; added "CC Rating"
A new field "CC Rating" has been added to Motor Vehicle Security Items. This field has also been added to Application Collateral items.
NEW: External Parties; added Logo file name
External Parties now allow a Logo image File Name or URL to be recorded.
NEW: External Parties; Description field increased to 100 characters
The "Description" field for External Parties has been increased from 50 to 100 characters.
NEW: ISAudit table; review indexes
The following index changes have been made to the ISAudit table:
NEW: Task Manager; Folder Summary Script updated to Version 2
The built-in Task Manager Folder Summary Script (shown below the Explorer treeview in the Task Manager form) has been updated to a Version 2 type Summary Page.
NEW: Account form, Accounting Ledgers page; Summary page updated to Summary Page 2
The standard Accounting Ledgers Summary Page has been updated to a Summary Page version 2 script.
FIX: Account Applications; viewing temporary records may display incorrect grid information
When viewing a temporary Client or Account from an Account Application, e.g., a Client record updated from an Applicant, certain grids such as the Tax & Banking grid on the Clients form may show the incorrect number of grid rows. Normally the first row is...
FIX: Clients form; Tax & Banking page; Saving grid settings does not save the state of 'Show Current'
The 'Show Current Bank Accounts Only' button on the Tax & Banking page of the Clients form was not being saved with the Grid settings were saved.
FIX: Client Contacts; using the "Changed" button below the grid creates 3 auditing Logs
Using the "Changed" button below the Client Contacts grid creates 3 auditing Logs. One is noting the combined change, one the change to the existing address/ contact and the third is for the new address/ contact.
NEW: Logging in as an External Party User no longer forces the External Parties Global Collection to load
In certain databases, the External Parties Global Collection can be quite large (hundreds or thousands of records), therefore, when finPOWER Connect first starts up, it is desirable to avoid loading this collection.
NEW: Account Applications; Closed (Unwanted or Declined) Applications can now be re-opened
Closed (Unwanted or Declined) Account Applications can now be re-opened, i.e., reset back to 'Reviewing'.
FIX: Security Enquiry; Unhandled exception may occur when moving through the wizard
When performing a Vehicle Security Enquiry from an existing Security Statement, an unhandled exception may occur when moving backwards and forwards from the Update Differences page on the wizard.
NEW: Page Sets; Account Payment details page object cannot be made not mandatory
The Account Payment Details page object now supports the "Mandatory" property.
FIX: Workflows; Version 2; Document Workflow Items set to Publish Immediately not being Published Immediately
Document type Workflow Items for Version 2 Workflow Types that were configured to 'Publish Immediately' were not publishing immediately.
NEW: Workflows; Version 2; When completing an Item Group that has 'Auto-Action' items, the next Item Group does not start processing, even if it's first Item is Automatic
When an Item Group that has 'Auto-Action' items is completed (automatically), the next Item Group does not start processing, even if it's first Item is Automatic. Instead, the Workflow must be re-processed.
FIX: Account Type; fails to save with a message like "The Rate Table is not listed as an available Rate Table"
An Account Type may fail to save with a message like "The Rate Table is not listed as an available Rate Table" .
NEW: NZ Companies Office; Company Details request updated to version 3 specification
The NZ Companies Office, Company Details request, has been updated to version 3 of the specification.
NEW: Business Layer; new functions to create GUIDs added to ISTextUtilities
New functions to create GUIDs have been added to ISTextUtilities, i.e. finBL.Runtime.TextUtilities.
FIX: Account Applications; Collateral Item grid, Insurance fields not displaying details
The Collateral Item grid on the Account Applications form does not display Insurance fields, including Cover, Premium, Insurance Company, Insurance Notes.
FIX: External Parties; export file now includes Commission Rules
Exporting and Importing External Parties now includes Commission Rules.
NEW: finAccount Business Layer object; added denormalised Balance values
The Account database table has a number of denormalised values.
NEW: "Web Interface" licence setting replaced with "finPOWER Connect Cloud"
The finPOWER Connect Web Interface, although still updated to work with the latest finPOWER Connect versions is obsolete.
NEW: New business layer method added to locate a Task Manager Folder
Task Manager Folders have a FolderId. This Id is only really meaningful for System folders and can now be viewed from the Task Manager Folder form by hovering over the Folder Name field.
NEW: ISWordDocument and ISExcelWorkbook; new function to save to a multipage TIFF image
A new function has been added to ISWordDocument and ISExcelWorkbook to save the Word Document/ Excel Workbook as a multipage TIFF image.
NEW: Task Manager; Workflows; Incoming and Outgoing Communication; Can now specify a Document to attach to the Log
When adding an Incoming or Outgoing Communication item to a Workflow via the Task Manager, a Document File Name can now be specified to attach to the Log.
NEW: Task Manager; Unallocated Workflows can now be viewed by non-Workflow Manager Users
The ability to show an 'Unallocated' Workflows folder in the Task Manager, regardless of whether the User is a Workflow Manager or not has been added.
NEW: Scripts; Script can now hide the 'Load Settings' and 'Save Settings' buttons on the 'Execute Script' wizard
A new setting on the Parameters page of the Scripts form allows the 'Load Settings' and 'Save Settings' buttons to be hidden on the 'Execute Script' wizard.
NEW: Account Payment Arrangements; additional Business Layer support added
The following additional Business Layer support has been added for Loan Account Payment Arrangements.
NEW: VedaConnect, VedaScore Apply Credit Enquiry; may fail with Enquiry Client Reference Validation error
Executing a VedaConnect VedaScore Apply credit enquiry may fail with a Enquiry Client Reference error "REFERENCE CONTAINS INVALID CHARACTERS. Please contact Veda quoting enquiry-id for resolution. Response error 040005. Business rules breached".
NEW: Centrix NZ; new Credit Enquiry Service for Consumer Address Traces added
Two new services have been added to Credit Enquiries, Centrix "Consumer Address Trace" and "Consumer Investigative Trace".
FIX: Forms; tweaked various control spacing to work better in high DPI monitors
Various forms have been tweaked to work better on high DPI monitors.
NEW: Account List Query; added columns for Default Interest Basis and Rate
The following columns have been added to the Account List Query:
NEW: Security Statement Auditing; new option to audit Financing Statement Registration changes done via the NZ PPSR G2B interface
A new auditing option has been added for Security Statements. This audits Financing Statement Registration changes done via the NZ PPSR G2B interface.
NEW: GemBox Document and Spreadsheet software components; updated to latest versions
GemBox Document and Spreadsheet component files have been updated to the latest versions.
NEW: Record bookmarking added
Records can now be bookmarked via a Bookmark icon in the top-right of the record's Form Heading area.
NEW: finPOWER Connect icon; updated for version 3
The finPOWER Connect icon has been updated for finPOWER Connect version 3.0.
NEW: finAccountCalcSchedule; new functions to get Totals by Element
New functions have been added to the finPOWER Connect finAccountCalcSchedule Business Layer object to get Totals by an Element.
FIX: Account Applications; Loan calculation not taking into account overriding Regular Payment
The Loan calculation on an Account Application was not taking into account an overriding Regular Payment. This appears to be lost we looking on the Quotes page of an Account Application, but reappears when editing again.
NEW: Standard Transactions; new Value Basis of "Percent of Regular Payment"
Standard Transactions now allow a new Value Basis of "Percent of Regular Payment" for Loan Accounts.