Release History
finPOWER Connect 2.02.04
NEW: Account Close wizard; Close Note information lists can now be overridden on the Product Type
Close Note information lists can now be overridden on the Product Type, allowing Loan and Deposit Accounts, for example, to have different lists.
NEW: Auditing; new option to audit Account Standard Transactions
A new option has been added to audit Account Standard Transactions including additions, changes and deletions.
FIX: Close Account wizard; entering a future date may cause an error
In the Close Account and Close Accounts wizards, entering a future date, e.g. 1/1/9999, may cause an error to occur.
NEW: Runtime; DateUtilities; DayOfMonthOrdinalWord function can now return just the ordinal word without the day number
The finBL.Runtime.DateUtilities.DayOfMonthOrdinalWord function now has an optional parameter, includeDay which, if set to False will omit the date number, e.g., return "th" instead of "5th".
NEW: Page Sets; Enhancements to better support icons with overlays
Icons within finPOWER Connect can consist of a main icon with an additional overlay.
FIX: Scripts; #Reference directive not handled correctly
In Scripts, the #Reference directive can be used to reference a .NET assembly not automatically referenced by the Script.
FIX: Workflows; "Send Document" type Workflow Items display unused section in Workflow Item wizard, Document page
When a Workflow Item for an Account type Workflow Type is configured to repeat for each Account Client, the Document page of the Workflow Item wizard incorrectly showed the "Complete this item only if these Clients can be sent an Email/ SMS" section.
NEW: Close Accounts wizard; complete overhaul of methodology behind write-offs
The Close Accounts wizard and corresponding Business Layer object finAccountAutomaticClose have been overhauled. This is mainly to take into account Credits./ Rebates, Loss on early close and additional fees. The wizard is now a way of obtaining a list of...
NEW: Workflows; Send Email or SMS Document type items can now specify Broker and Dealer Employees
When configuring a Workflow Type, 'Send Document' type items for Email and SMS type Documents can now specify whether to also send to Broker and Dealer Employees.
FIX: Workflows; Fees being charged to Account when sending Email or SMS to Branch/ Dealer/ Broker
If an Email or SMS Account Document has a Fee defined and a Workflow Type Item defined that this Document should also be sent to Branch, Broker or Dealer, the Fee was changed for each Account Log generated.
NEW: New tags added for SMS and Emails
The following tags can now be added to Email and SMS subjects and messages:
FIX: Workflows; Setting Log Action Period to "Immediate" does not work correctly
When setting up a Workflow Type, if a Log's Action Period is was to "Immediate", the Action date was not set.
NEW: Task Manager; History Scripts updated to Summary Page (version 2) and implemented for Clients
The Scripts used to generate the History table on the Task Manager form, Explorer page, History tab (for both Workflows and Monitored Accounts) has been updated to a Summary Page (version 2) type Script.
NEW: Account Close wizard; "Rounding Adjustment" caption updated to simply "Adjustment"
In the Account Close wizard, Review Accruals page, the "Rounding Adjustment" caption has been updated to simply "Adjustment".
FIX: Code Ranges; updated to trim leading and trailing spaces from individual codes or code ranges
Code Ranges have been updated to trim leading and trailing spaces from individual codes or code ranges. This is more logical for most users.
NEW: Fixed Term Loan Accounts; new option for Payments to be Fees plus Interest Only
A new option for Payments to be Fees plus Interest Only has been added for Fixed Term Loan Accounts. Note, this is similar to Interest Only Payments.
FIX: Workflows; Attempting to perform a PPSR Search causes unhandled exception if no permission to view Client
If a User does not have permission to view a particular Client and they attempt to action a 'PPSR Search' type Workflow Item, the following unhandled exception may occur:
NEW: Report Explorer; Summaries below grids updated to 'Version 2' style Summary Pages
The summaries below the grids on the Report Explorer form have been updated to 'Version 2' style Summary Pages.
NEW: Account Processes; new option to not automatically close an Account pre-Maturity
There is a new option for Account Processes to NOT automatically close an Account when it has not yet reached Maturity.
NEW: New business layer function to set or clear Form History list
A new business layer function had been added to set or clear the "History" list for a finPOWER Connect Form, e.g., the Accounts form.
NEW: Scripts; Summary Page Standard Blocks resource removed from finSupport2.dll
The resource file used to supply the code for Summary Page Standard Blocks has been removed from being included in the finSupport2 .NET assembly.
NEW: Quick Search; Algorithm for detecting a partial Email enhanced
Previously, the Quick Search would only match a partial Email address if the User had entered the address up to and including the '@' symbol.
NEW: PPSR G2B/ B2G interface; removed Automatic Amend option from Global Settings - this is now always on
In the PPSR G2B Interface for New Zealand and PPSR B2G interface for Australia the "Automatically update the Register Action when the Security Statement is changed?" under Global Settings, Security, PPSR page has been removed.
NEW: Task Manager; Workflow Actions wizard; Confirm page now shows a warning label if applicable
The Confirm page of the Workflow Actions wizard now displays a red warning label above the confirmation HTML Summary if any of the Workflows have warnings.
NEW: Accounts; Account Type KPI Script can now be a 'Summary Page (Version 2)' type Script
The KPIs Script defined on the Account Types form, Scripts page can now be a 'Summary Page (Version 2)' type Script.
NEW: Workflows; Workflows Types form; Quick Search added to Workflow Items
A Quick Search box has been added above the Items treeview on the Workflow Types form.
NEW: Page Sets; Image Page Objects can now display built-in Icons
The Image page of the Page Object wizard has been updated to allow built-in finPOWER Connect Icons to be displayed.
NEW: MotorWeb; fully implement VIR Response XML
The Response returned from a MotroWeb VIR is now fully expanded into objects within finPOWER Connect, allowing enhanced information to be retrieved.
NEW: MotorWeb; remove Global and User "Show 'Information' messages" setting as no longer used
The Global and User "Show 'Information' messages" setting for MotorWeb has been removed as it is no longer used.
NEW: Credit Sense Verify Store List; Summary Page updated to version 2
The Summary Page shown when you Verify the Credit Sense connection under Global Settings, Clients, Credit Sense page, has been updated to a Summary Page (version 2) type Script.
NEW: Bank Export services; new "BSP Kundu Pei DE File (Direct Credit)" export service added for Papua New Guinea
A new Bank Export service "BSP Kundu Pei DE File (Direct Credit)" has been added for Papua New Guinea.
FIX: Workflows; Repeating a 'Bank Account Enquiry Review' for each Account Client does not work correctly
Repeating a 'Bank Account Enquiry Review' type Workflow Item for each of an Account's Clients does not display or function correctly in the 'Review Bank Account Enquiry Workflow Item' wizard.
NEW: Workflows; 'Decision Card' and 'Bank Account Enquiry Review' items will not run if no 'Refer' outcome defined even if Decision Card does not support this
'Decision Card' and 'Bank Account Enquiry Review' items would not run if no 'Refer' outcome defined even if Decision Card does not support this.
NEW: Workflows; New permission key "Workflow.ItemSkip"
A new Permission Key, "Workflow.ItemSkip" has been added.
NEW: Page Sets; Grids; Groupings can now be added to Grids
Page Set Grids can now group by one or more columns.
NEW: Page Sets; HTML Panel enhancements
HTML Panel type Page Objects have been enhanced with a new 'ShowBorder' property.
FIX: Account Type Details Report; Rate Table section is not showing for Deposit Types
In the Account Type Details Report the Rate Table section is not showing for Deposit Types.
NEW: Papua New Guinea; added Taxpayer Identification Number (TIN)
Added Taxpayer Identification Number (TIN) for Papua New Guinea.
FIX: Global Settings; Accounts; Scripts; Account Financial Summary Page; does not list "Summary Page (Version 2)" Scripts
The grid on the Global Settings form, Accounts, Scripts page did not show "Summary Page (Version 2)" Scripts in the dropdown for the "Financial" Summary Page.
FIX: Client Type Change wizard; not updating underlying Name on the database
The Client Type Change wizard was not updating the underlying Name column on the database. This means searching and lookups show the incorrect name, or do not find the Name as expected.
NEW: Papua New Guinea; add support for Bank BSB and Bank Account validation
Added better support for Bank Account validation in Papua New Guinea.
NEW: Workflows; Workflow Items of type 'None' are now represented by an icon
Generally, adding a Workflow Item of type 'None' to a Workflow Type means that the item will be processed by Script code.
NEW: New ISSecurityEnquiry assembly; includes Motorweb service interface
A new assembly has been added to the finPOWER Connect application. ISSecurityEnquiry is intended for future expansion of third party interfaces for enquiring on Security related information.
NEW: Workflows; New functionality to retrieve object to use with a Document
A new GetSourceObjectForDocument method has been added to finWorkflowItem for use with the upcoming 'Version 2' type Workflows.
NEW: Account Archive; add User(index as integer) property to finAccountArchive Business Layer object
Added User(index as integer) property to finAccountArchive and finAccountArchiveAddExternal Business Layer objects.
FIX: Application Shortcuts; URLs in HTML Summary Pages do not work if greater than 2083 characters
Internet Explorer imposes a 2083 character limit on URLs meaning that any Application Shortcuts run from hyperlinks in HTML Summary Pages exceding this limit will not work.
NEW: Auditing; new option to audit Account Type Payment options
A new option has been added to audit Account Type Payment options.
FIX: Account Type Details Report; minor update
The Account Type Details Report was missing the "Transfer must include a common Client?" in the Interest section for Deposit Types.
FIX: Admin; Bank Accounts; NZ databases have a gap between Branch Name and Account Number
Admin; Bank Accounts form. New Zealand and some other countries have a gap between Branch Name and Account Number.
FIX: "ANZ Reply File" Bank Import Service; values imported incorrectly
Values imported using the "ANZ Reply File" Bank Import Service are the incorrect sign, i.e. should be positive rather than negative and vice versa.