Release History
finPOWER Connect 2.02.04
FIX: Global Settings; Clients group, ABN Lookup and Dun and Bradstreet passwords should be masked
Global Settings, Clients group, ABN Lookup and Dun and Bradstreet passwords should be masked when the control does not have the focus.
NEW: Summary Tables; AddDouble method now accepts a 'fixedDecimalPlaces' parameter
The AddDouble method of the ISSummaryTableCells class now accepts a 'fixedDecimalPlaces' parameter.
FIX: Document Manager; using an auto-sequenced code for an existing record moves the folder to "(Bulk)"
Using an auto-sequenced code for an existing record tries to move the Document Manager folder to "(Bulk)" rather than the new code. This can result in an error stating "A possible cause is that a file in Folder '[Foldername]' is in use.".
NEW: Edentiti GreenId; interface added for Background Identity Verification Checks
A new Credit Bureau interface has been added for Edentiti GreenId Online Identity Verification.
FIX: Parameter Sets; Range of Log Severities causes runtime exception
Using a Parameter Set with a parameter that is configured to display the Log Severities standard range may cause the following runtime exception:
FIX: CreditSense; fails to perform Bank Account Enquiry with a "Failed to deserialise JSON String" error
A CreditSense Bank Account Enquiry fails with the following error "Failed to Perform Bank Account Enquiry. Failed to execute Bank Account Create Request request. Failed to execute Credit Sense 'Create Token' request (Production). Failed to get Session Tic...
FIX: Client Statistics drilldown form; An approved Statistic Set displays "Approved by by User"
An approved Statistic Set displays "Approved by by User", i.e. "by" is repeated, in the Client Statistics wizard, Notes and Approval page and also in the Client form, Statistics grid.
NEW: Workflows; Icons updated
The following Workflow Icons have been updated for consistency with other finPOWER Connect Version 2 Icons:
FIX: Security Statements; NZ PPSR warnings re invalid VIN not picking invalid lower case i, o or q.
The warnings for Security Statements was not including a VIN, where the VIN included a lower case i, o or q. The correct warning was given for upper case I, O and Q.
FIX: Security Statement Item; error message displayed twice
When saving a Security Statement Item an error message might be displayed twice.
FIX: PPSR G2B Motor Vehicle Search; doesn't validate a VIN with more than 17 characters
The PPSR G2B Motor Vehicle Search doesn't validate a VIN with more than 17 characters - it simply truncates the VIN that has been entered.
NEW: Transaction Dates; ignore Entity Transaction End Date for some Transactions
Typically all Transaction dates are validated against the Entity Transaction Begin and End Date range.
NEW: NZ PPSR; added additional pre-validation of VIN numbers
Additional pre-validation of Motor Vehicle VIN numbers has been added for the NZ PPSR G2B interface. This applies to both the Register and Amend transactions.
FIX: Credit Bureau; some services were not setting overriding URL from Global Settings
Some Credit Bureau services were not setting the overriding URL from Global Settings. This applies to both the Production and Test URLs.
NEW: Bank Transaction Import; no longer matches to Reversed Bank Transactions
Bank Transaction Import services no longer match to Reversed Bank Transactions - if that service includes a unique identifier to the original Bank Transaction.
NEW: Bank Import services; new "WBC Payments Plus" import service added for Australia
A new Bank Import service, "WBC Payments Plus", has been added for Australia.
NEW: Summary Pages (Version 2); New "Button" HTML Template
A new "Button" HTML template can now be used in Version 2 Summary Pages.
FIX: Payment Arrangement; incorrect Overdue Balance Adjustment made if Loan has been Restructured
If a Loan has previously been restructured the Overdue Balance Adjustment, when clearing Overdues, in a Payment Arrangement may not be correct.
NEW: Task Manager; Add Workflow button below Tasks grid not defaulting to Client type Workflows
The Add Workflow button below the Tasks grid in the Task Manager should open the New Workflow form for the correct type of Workflow based on the selected Task in the grid, e.g., if a Task for Account L10000 is selected, these should be the defaults for th...
NEW: Bank Export services; new "WBC Payments Plus" export service added for Australia
A new Bank Export service, "WBC Payments Plus", has been added for Australia.
NEW: Credit Bureau Assembly (ISCreditBureau2); restructured code to reduce dependency on ISRuntime
In the Credit Bureau Assembly (ISCreditBureau2), code has been restructured to reduce the dependency on ISRuntime.
NEW: Web Service Calls; new option to NOT use Global Default Proxy
A new Global Setting, under the General, Internet page, has been added for Proxy Servers. This changes the way finPOWER Connect initialises an Internet connection through a Proxy Server for some Web services. The settings is "Use Global Default Proxy?".
NEW: Web Configs; Soap Web Service Calls; new option to NOT use Global Default Proxy
A new Web Config setting (added to match the new Global Setting, under the General, Internet page), has been added for Proxy Servers. This changes the way finPOWER Connect initialises an Internet connection through a Proxy Server for some Web services. Th...
FIX: Accounts form; Due for review message reads "1 days"
The tooltip appearing in the form heading of the Accounts form when an Account is 1 day past review reads "1 days" instead of "1 day".
NEW: Workflows; Logs page; Reply button now implemented for all Log types
The Reply button beneath the Logs grid on the Logs page of the Workflows form was previously only implemented for Account Logs. This has been updated to work for any Log type that is linked to the Workflow.
NEW: Bank Account Enquiry; Summary Page Scripts updated
The following Bank Account Enquiry Summary Page Scripts have been updated:
FIX: Centrix Credit Enquiry; Commercial Enquiry may fail with an "An unhandled exception has occur" error
The Centrix Commercial Credit Enquiry service may fail with an "An unhandled exception has occur. Object reference not set to an instance of an object." error.
NEW: finBL.UrlEncode method added
A new business layer method to URL encode a piece of text has been added.
FIX: New Account wizard; User Data is retained when re-running the wizard to create another Account
When the New Account wizard is completed and resets to enter a new Account, navigating to the User Defined page shows the User Data entered for the previous Account.
FIX: Restructured Loan Accounts; the grace period for Payments may not work as expected
After a Loan Account is restructured the grace period for Payments may not work as expected.
FIX: Transaction Reference sequencing; not working as expected when multiple Transactions entered
Transaction Reference sequencing was not working correctly under some circumstances.
NEW: Australian databases; default "Expiry Period" for Client Group Statistics updated to "90 Days"
The default "Expiry Period" for Client Group Statistics in Australian database has been updated from "6 Months" to "90 Days".
FIX: Account form; Payment Statistics html block does not show next payment details if no payment has been made
The Payment Statistics block on the Account form, Payments page does not show the next payment - if no payment has been made yet.
NEW: Auditing; new option to audit Credit Limit changes whilst an Account is a Quote
A new auditing option has been added to audit Credit Limit changes whilst an Account is a Quote. This allows auditing pf situations where a Loan is originally declined but is later approved at a lower value.
FIX: Account Processes; Ignores Workflow Types filter
The Account Processes wizard ignores Workflow Types filter.
NEW: Create Document wizard; New Application Shortcut parameter to limit to supplied Document
A new 'LimitDocumentList' parameter can be used in Application Shortcuts that show the Create Document wizard. This ensures that the wizard limits the list of Documents to the supplied Document, i.e., the Documents grid will contain a maximum of one row.
NEW: Decision Cards; Test page enhanced
The Test page of the Decision Cards form has been enhanced to use Account and Client dropdowns.
NEW: Workflows; Business layer enhanced to make Workflow Type Scripts easier
The following business layer functionality has been added with Version 2 type Workflows in mind. However, all of the changes listed below can also be used from Version 1 type Workflows:
FIX: Business Layer; finQueueRO object appears to not exist
In the Business Layer, the finQueueRO object appears to not exist - in fact it was incorrectly named ISQueueRO.
NEW: Combine Clients wizard; special Clients should not be shown in matches grid on second page
In the Combine Clients wizard, special Clients should not be shown in matches grid on second page.
FIX: Batches; auto-sequenced Batch Id fails to generate when there are more than 100 already in the sequence
An auto-sequenced Batch Id fails to generate when there are more than 100 values already in the sequence. A message "Failed to create next Auto-sequenced Batch Id." is displayed.
FIX: Account Quotation wizard; fails with an unhandled exception
The Account Quotation wizard may fail with a message "An unhandled exception has occurred. Object reference not set to an instance of an object." after clicking Next.
NEW: Client Groups; add User Defined page
Client Groups now have a page to store user defined data. To utilise, define the Parameter Set under Tools, Global Settings, Clients, General page.
NEW: Business Layer enhancement; added option to finBL.Database.GetFieldString to remove trailing spaces
A new parameter has been added to finBL.Database.GetFieldString in the finPOWER Connect Business Layer to remove trailing spaces
NEW: Workflows; Add Group functionality updated
The "AddGroup" button on the Workflows form, Items page has been updated to use a simpler form to allow the Item Group to be selected from and also caters for Version 2 Workflow Types.
FIX: Workflows form; Audit page does not display the standard 'Audit' icon
The Audit page on the Workflows form was not displaying the standard 'Audit' icon (as per other forms such as Accounts and Clients).
FIX: Quick Search; Wildcard search returns all menu items, reports and standalone documents
A wildcard Quick Search, e.g., *1234 returns all menu items, reports and standalone documents.
NEW: Summary Pages; New "SystemColour" HTML template added
A new "SystemColour" HTML template is available for use in Summary Page (Version 2) type Scripts.
NEW: Page Sets; PageSetActivate event; Parameter added to identify the reason the Page Set was activated
The Page Set, PageSetActivate event has been enhanced with a parameter to identify the reason the Page Set was activated.
NEW: Payment Received and Investment transactions; allow Negative value Transactions to be reversed
Negative Payment Received, Investment and Additional Investment transactions can now be reversed.