Release History
finPOWER Connect 4.00.00
FIX: Security Enquiry; InfoAgent Australia; State default behaviour enhanced
The State default population behaviour when running an InfoAgent Australia Security Enquiry has been enhanced.
FIX: Credit Card Expiry warning; updated logic to use Database Date rather than Computer Date
The logic used to create the Credit Card Expiry warning "Card expires soon" has been updated from using the Computer's date to the Database date.
NEW: New Client Wizard; Akas can now be added when adding a new Client
Previously, to add Akas to a new Client, the Client would need to be added and then manually edited afterwards.
FIX: ISRuntime.FileUtilities.RenameFolder; additional validation added
The ISRuntime.FileUtilities.RenameFolder function now includes additional validation.
NEW: Grid Dates in finPOWER Connect Cloud may be incorrect if accessing from a different Time Zone
Dates in Grids, such as an Account Transaction in the Transactions grid, may appear incorrect if viewing from finPOWER Connect Cloud in a different Time Zone to the database. Note that the database did not need to be configured as using Time Zones for thi...
FIX: HTML Widgets; New Account; Interest Rate Change Instructions now correctly default from the Account Type
Interest Rate Change Instructions (Increase & Decrease), which are applicable to the Floating Rate Loan Account Class, were not being defaulted correctly from the Account Type in the New Account HTML Widget.
FIX: HTML Widgets; Parameter Host; Improved support for Number Parameter Types
The following improvements have been made to the Parameter Host control in HTML Widgets. This control is responsible for displaying Parameter Sets in an HTML Widget or finPOWER Connect Cloud.
FIX: Electronic Signatures; Summary Page report themes updated
The Electronic Signatures Summary Page report themes have been updated for the following services:
NEW: finPOWER Connect Cloud Configuration; General; Options; "Quick Find" option renamed and extended
The finPOWER Connect Cloud Configuration, General, Options page had a checkbox to "Show the 'Quick Find' button?"
FIX: Electronic Signatures; Secured Signing; Summary Page report updated
The Secured Signing Electronic Signatures Summary Page report has been updated to display the Test Mode watermark.
NEW: Scripting; Action Scripts; Extended to Log objects
The Action Script have been extended to the following Log objects:
FIX: Scripts; HTML Reports; PolyFill added so that Scripts using window.navigate still work with WebView2
Since updating to the WebView2 from Microsoft's old WebBrowser control, certain older, compatibility functionality no longer exists.
NEW: Global Settings; Web, Web Interface page removed
The "Web Interface" page has been removed from the Global Settings form since the Web Interface is no longer supported in finPOWER Connect version 4.
FIX: Electronic Signatures; Adobe Sign; Unhandled exception when sending a reminder
The Adobe Sign Electronic Signature service can encounter an unhandled exception when sending a reminder if the agreement is already signed or cancelled.
NEW: Credit Bureau; VedaConnect (Equifax) Australia; IdMatrix; Driver Licence Card Number mandatory for some states
The VedaConnect (Equifax) Australia IdMatrix enquiry has new validation rules for Driver Licence Card Numbers making them mandatory in the following states:
NEW: Context Sensitive Help Page support has been added for a number of Forms and Pages
Context Sensitive Help support has been added for the following Forms in finPOWER Connect:
NEW: Task Groups; Adding items now allows (and encourages) adding a "Task Manager Folder"
Prior to version 4, Task Groups existed only as part of the finPOWER Connect Cloud Tasks view.
FIX: Security Enquiry; InfoAgent Australia; State not in Differences Grid
The InfoAgent Australia Security Enquiry was not populating the Differences Grid with the vehicle registration State which meant it was not being used to update the Security or Collateral Item details.
NEW: HTML Widgets; Credit Bureau and Security Enquiries; Show Cost Centre
The Credit Bureau and Security Enquiry HTML Widgets have been updated to always display the Cost Centre information if you are licenced for Cost Centres.
NEW: New "Task Groups" settings
"Task Groups" represent role and permission-based Tasks folders for the new Task Manager 2.
FIX: HTML Widgets; Grid; Exporting grid content not working with WebView2
Right-clicking an HTML Widget grid to export its content was not working when using the WebView2 control to host the Widget.
NEW: HTML Widgets; ABN Lookup (Australia) Widget updated to use Cost Centres
The ABN Lookup (Australia) HTML Widget has been updated to use Cost Centres.
FIX: finPOWER Connect Cloud Configuration; Roles lookup not working on Reporting, Options page
The lookup button for the Roles list on the Reporting, Options page of the finPOWER Connect Cloud Configuration form was not working.
FIX: HTML Widgets; widget.UI.Grid; "groupByDesc" deprecated and replaced with "groupByOrder" option
Prior to version 3.04.04, if a grid's orderByDesc option was left at the default of false, the grid's source data was not sorted, meaning it was assumed to be in the correct order for display.
NEW: Credit Bureau; RealAML; Update to latest specifications
The RealAML Credit Bureau enquiry has been updated to the latest specifications (v1.6.2 dated 4 June 2022).
NEW: Credit Bureau; RealAML; Summary Page report enhancements
The RealAML Credit Bureau Summary Page report has been enhanced to display additional warning information where the details do not match those of the Client or Applicant.
NEW: HTML Widgets; Client Edit; Added a "duplicateClientId" parameter to support finCC duplication
The Client Edit HTML Widget now has a "duplicateClientId" parameter to support duplicating Clients in finPOWER Connect Cloud.
FIX: finPOWER Connect Cloud Configuration form; Security page; Content Security Policy; Added "https://maps.googleapis.com"
The following source has been added to the default CSP (Content Security Policy) required by finPOWER Connect Cloud:
NEW: Credit Bureau; GreenId; Background Check; Enhanced error message
The error message returned when an error occurs sending a Background Check request to GreenId has been enhanced to include more information, for example:
NEW: Security Enquiries; Centrix NZ; Update success from NZTA messages
The Centrix NZ Security Enquiries now also use the NZTA messages to determine if the request is successful.
FIX: Accounts; Bank Account Number entry does not reformat Account Number and show error dialog
When entering an Bank Account Number in an Account related function, e.g. in the Account Payment wizard, the Account Number is not reformatted.
NEW: HTML Widgets; No longer show parameters below "TESTING" heading unless running from Test button on the Scripts form
Most system-defined HTML Widgets contain a section titled "TESTING".
FIX: HTML Widgets; Security Statement Item; "Product Type Id" Parameter now accepted to limit Security Types
The Security Statement Item HTML Widget will now restrict the available Security Types by Product Type if running from the context of the New Account HTML Widget. This means that for New Accounts, or editing existing Quote Accounts, the available list of...
NEW: HTML Widgets; HTML Editor control updated to work better on smaller screens
The HTML Widget HTML Editor control (used on forms such as Send Email Message) has been updated to work better on smaller screens where, previously, if a large number of replaceable tags were shown when focused (e.g., when sending an Account email), there...
FIX: HTML Widgets; Run Account Processes; Deposit Interest Transaction Process To Date was not switched to read-only when unchecked
If licenced for Deposit Accounts, unchecking the "Interest Transactions?" checkbox in the Deposits section of the Run Account Processes HTML Widget did not set the corresponding "Process to" date box to read-only.
NEW: finPOWER Connect Cloud Configuration; Forms & Actions; "Customised Parameters" column added to grids
The Grids on the various "Forms & Actions" pages of finPOWER Connect Cloud Configuration now display the new column, "Customised Parameters". If checked, this indicates that the Parameters have been customised away from the default settings using the dril...
FIX: Security Statement Items; Inventory checkbox was not saving correctly when used in non-Australian databases
For databases which are not Australian, the "Inventory" checkbox for Security Statement Items was never saved.
NEW: HTML Widgets; Parameter Host Control; Initialise Function now supports configuring all controls as read only
The Initialise Function can now initialise all controls in a Parameter Host control as read only. This is useful in scenarios where an entire form may be launched in read only mode and a Parameters Host control also exists and therefore must also be read...
FIX: Logs forms; Summary Pages; Switching tabs focuses on the first selectable element in the HTML Summary and may scroll it
When switching tabs in a form such as Client Log, it the tab being switched to contains a single summary page, e.g., a Motor Web enquiry, the WebView control takes focus and scrolls to the first selectable element (e.g., a hyperlink).
FIX: Script Editor; Function Explorer gives Unhandled Exception when deleting a single quote
In certain situations, the Script Editor would give an unhandled exception when deleting a single quote.
FIX: WebView2; F5 does not refresh form
Pressing F5 while focused on an HTML Page hosted by a WebView2 (e.g., a Client Log, Credit Enquiry) did not refresh the form.
NEW: Debug Watch and Script Condition Builder forms no longer show Business Layer help topic
The WebView2 control (now used instead of the original Internet Explorer-based WebBrowser control) is unable to show pages of a CHM file. This functionality was used in the "Rule Condition Builder" and "Debug Watch" forms to show a Business Layer help top...
NEW: HTML Editor now uses WebView2 control
The HTML Editor used on forms such as "Send Email Message" now uses the WebView2 control.
NEW: Revolving Credit Loans; may show "Expected Payment(s) due today" item in schedule
A Revolving Credit Loan may show "Expected Payment(s) due today" in the schedule where a payment is due and still within the Payment Grace Period.
FIX: Account Payment Arrangement Advice; updated text to remove the word "current"
A change has been made to the Account Payment Arrangement Advice to remove the word "current" in the Variation Summary table "Repayments" text. This removes some confusion when the Repayments are shown in the "Original" versus "Current" columns.
NEW: User Preferences; Developer; General; "Main" added to highlight functions list
The User Preferences, Developer, General, Functions comma-separated list of function names to highlight in the Function Explorer to the right of the Script Editor now has the "Main" method added by default.
FIX: Invalid database error message; Help button does nothing
The invalid database error message dialog includes a Help button which does nothing, so has been removed.
FIX: Bank Entry; updated error message
An error message generated in Bank Entry was incorrect and has been updated.
NEW: Business Layer; ISFileUtilities; Functions added to retrieve, move and copy files with unique file names
The following Functions have been added to ISFileUtilities:
NEW: Log List Reports; Updated Column headings
Column headings in various Log List Reports have been updated.