Release History
finPOWER Connect 4.00.00
FIX: Word Documents; added new standard Bookmarks
New standard Bookmarks for Word Documents have been added as follows.
FIX: illion BankStatements Credit Bureau; BrokerFlow Reports may show an error
illion BankStatements "BrokerFlow" Reports may show the following error "Failed to execute Summary Page (version 2) Script 'BuiltIn.SummaryPage2_BankAccountEnquiryReport_BankStatements'. Script execution failed for Script 'BuiltIn.SummaryPage2_BankAccount...
NEW: HTML Widget Centrix (New Zealand) Individual Credit Enquiry updated
Update HTML Widget to support changes introduced by Centrix GetCreditReportProducts v16.12. This allows FirstName (and MiddleNames) to be optional when submitting a DIAPassportVerification in "isolation" i.e. not as part of a SmartID. This keeps the Widge...
NEW: Centrix Credit Bureau Service; Update Driver Licence Verification. First Name optional
First name is now optional if requesting a Driver Licence Verification in isolation for the Centrix Credit Bureau Service.
NEW: Interest Rate change; added Script events to handle additional processing requirements
The Account Interest Rate Change object has new script events to handle additional processing requirements.
FIX: HTML Widgets; Client Banking Details; Account No field not validated correctly
The "Account No:" field in the Client Banking Details widget was not validating when Type "BankAccount" was selected.
NEW: InfoAgent Security Enquiry service; Update to latest specifications
The InfoAgent Security Enquiry service has been updated to the latest specifications.
FIX: New Client wizard; add Preferred Name to Person Acting for Organisation
In the New Client wizard you may now add the Preferred Name for the Person Acting for the Organisation.
NEW: Credit Limit change; added Script events to handle additional processing requirements
The Account Credit Limit Change object has new script events to handle additional processing requirements.
FIX: Credit and Data Bureau; Verify button on Options tab shows blank window
On the Cost Centres form, Credit and Data Bureau page, Options tab, the Verify button can show a blank window.
FIX: HTML Widgets; Comma-separated list containing single quotes (apostrophes) may corrupt the dropdown list
If an information list contained an item with an apostrophe, e.g. "O'Dowde", this may have caused the dropdown list to be corrupted, and run all items after this into a single item.
FIX: Account Transaction Allocation Adjustment wizard; "View Bank Transaction" action not working
In the Account Transaction Allocation Adjustment wizard, Summary Page, the "View Bank Transaction" action was not working.
NEW: Portals; Content of message shown to Client or User after a Password Reset email has been sent can now be customised
A new "Password Reset Sent Message" field on the Security page of the Portals form allows a custom message to be defined when a Password Reset email has been sent to a Client or User.
FIX: Financial Status Standard Summary Page block; columns not lining up for Quote Accounts
The columns in the Financial Status Standard Summary Page block were not lining up for Quote Accounts. For example, in the Workflows form, Key Details page.
FIX: HTML Widgets; widget.UI.DocumentManagerComboBox; does not handle files in sub-folder correctly
The Document Manager supports a single level of sub-folders, e.g., a Client's Document Manager folder might contain a folder called "/Identification" which contains documentation and images regarding Identification Items recorded for the Client.
FIX: Client Identification; Clicking Edit button may lose Reference Designation and Issuer values
When editing a Client Identification item via the Edit button at the bottom of the drilldown form the Reference Designation and Issuer values may be lost.
NEW: Client Duplicate; New Client wizard now defaults "Unknown" gender
When duplicating a Client, the New Client wizard shows Gender as blank if the Client being duplicated has a Gender of "Unknown".
NEW: Centrix NZ Credit Bureau; updated to v16.12 of specifications, including DIA Passport validation change
DIA Passport Validation no longer requires a First Name to be supplied. This applies only when DIA Passport Verification is done in isolation, i.e. not in a Smart ID enquiry.
NEW: Summary Pages; Account Restructure; AccountRestructureFinancialSummary Function added to Summary Page Functions
The following helper function has been added to finSummaryPageFunctions:
FIX: Invalid Role 'X' appears in the Debug Window when opening a database
The message "Invalid Role 'X'" appears in the Debug Window when opening a database.
NEW: Summary Pages and other HTML Views; may display a message that WebView2 Runtime is not installed on this computer
Summary Pages may display a message like "The WebView2 Runtime is not installed on this computer. This functionality will be disabled for this session.". This is likely because something uninstalled the "Microsoft Edge WebView2 Runtime" application.
FIX: WebView2 preventing finPOWER Connect from cleaning up its Windows Temporary files and folders
The finPOWER Connect business layer may generate temporary files.
FIX: HTML Widgets; widget.UI.Grid; Hidden row state incorrect after sorting column
Rows in a HTML Widget Grid can have a 'hidden' property which, when set to 'true', causes the row to be hidden and a special bar to appear below the grid indicating that there are hidden rows.
FIX: Account Types; Promotions; Importing an existing Account Type may incorrectly set Promotion Standard Transactions
In the event where an existing Account Type is being re-imported into a database, and any Promotion on the existing Account Type has Standard Transactions (but the version being imported does not), then the existing Standard Transactions are retained.
NEW: New Databases will enable Quick Search 2 after going through the "New Company Wizard"
Quick Search (version 2) is now enabled after running through the "New Company Wizard".
FIX: Cost Centres; SMS Messaging credentials may be lost if switching to and from the old and new Interfaces
SMS Messaging credentials and other properties may be lost in Cost Centres.
NEW: Account.GetBankingDetails; now populates BankNameShort, BankName and BranchName properties
Previously using Account.GetBankingDetails to get a finBankingDetails object, the BankNameShort, BankName and BranchName properties were not automatically populated.
FIX: Bank Account Enquiries; Updating Bank Account Enquiries may result in an error in the Debug window
Executing a Bank Account Enquiry update may result in the following error appearing in the Debug window even if the process was successful:
NEW: APLYiD Credit Bureau; Update to version 2.1.12 specifications
The APLYiD Credit Bureau enquiry has been updated to the latest specifications (API v2, release 1.12 dated 13 June 2022).
NEW: APLYiD Credit Bureau service; added option for User to specify a Reference
The APLYiD service now includes an option for the User to specify a Reference.
NEW: Quick Search summary for Admin Library items updated to indicate type
The Quick Search Summary for Admin Library type items has been updated (where a generic summary was shown), to display the "Type", e.g., "Workflow Type".
NEW: Client Connect Sample Portal; Accounts can now be hidden by Account Ledger
Accounts can now be hidden from the Client within the Portal by Account Ledger.
FIX: HTML Widgets; New Account; Interest Rate Number Box incorrectly displaying "True Rate"
For Account Types which support the option "Calculate Interest using a Flat Rate basis?" (and have it checked), the Interest Rate Number Box was incorrectly displaying the "True Rate" rather than the Interest Rate in the New Account HTML Widget.
FIX: Client Gender; add additional options of "Non-Binary" and "Other"
Additional Gender types of "Non-Binary" and "Other" have been added to Clients.
NEW: Document Manager; Client Image now uses new Document Manager functionality
Client Images now use new Document Manager functionality. This will make it easier in the future to update the Document Manager.
NEW: Document Manager; changing Account, Client etc code now fails if Document Files can't be moved
When changing the code of an Account, Client etc, the folder Document Files are located in is renamed.
FIX: Input Form; Long Max Lengths could cause the input form to disappear off the right side of the screen
The standard input form accessible from Scripts could "disappear" off the right-hand side of the screen when the specified max length caused the form to be very wide.
NEW: Document Manager; new option to delete Document Files when records deleted
A new option has been added to the Document Manager to specify whether Document Files are deleted when a Record is deleted.
NEW: New Account Wizard; Name Page; Policy Type was not displaying Information List drilldown for Administrators
The "Policy Type" Combo Box on the "Name" page of the New Account wizard was not configured correctly as an Information List control. The result of this was that Administrators did not get the Information List shortcut button to the right of the Combo Box...
NEW: Portals; update audit functionality in Send Password Reset Link
Auditing of Portal Send Password Reset Link has been updated to use a later version of audit functionality, i.e. one that was not obsoleted.
NEW: HTML Widgets; Credit Bureau and Security Enquiries; List of supported products
The Credit Bureau and Security Enquiry HTML Widgets have been updated to use an internal list of supported products.
NEW: Document Manager; updated Account Archives to use latest functionality
Account Archives now fully use new Document Manager functionality.
NEW: Document Manager; remove finPOWER 5 Compatible Folder Structure option
The option to use a finPOWER 5 Compatible Folder Structure for the Document Manager has been removed. This will allow future enhancements to the Document Manager, This also means the new Files page in the User Interface becomes the only option.
FIX: Report Template form; updated Timeout field
On the Report Template form, the Timeout field has been updated to match other forms such as the Script form.
FIX: Security Statement Item List Report; Client range filter not working correctly
The Client range filter on the Security Statement Item List Report was not working correctly.
FIX: Client Identification Image; various enhancements
The Client Identification Image did not correctly display in the Summary Page if the file was not in the Document Manager folder.
NEW: Application Shortcut "DocumentManagerFile" updated
The "DocumentManagerFile" Application Shortcut function has been updated to use the new Document Manager functionality.
FIX: HTML Widgets; VedaConnect (Equifax) Australia; Available products based on Cost Centre
The VedaConnect (Equifax) Australia Individual HTML Widget now limits the list of available products based on the Cost Centre settings.
FIX: Audit Search; User Activity Search; "Client Portal Reset Password Email Sent" Activity filter not being applied
When attempting to filter an Audit Search by the "Client Portal Reset Password Email Sent" Activity, this was being ignored and not including these Audit Logs in the results.
NEW: HTML Widgets; New Client Wizards now support entry of Akas
Client Akas can now be entered in the New Client HTML Widgets (Individual and Organisation).