Release History
finPOWER Connect 3.03.03
NEW: Disbursements; changed Permission Key "Account.Disbursements.ApproveOverpayments" to deny by default
The Permission Key "Account.Disbursements.ApproveOverpayments" has been changed to deny by default.
NEW: HTML Widgets; Send SMS Message wizard
A new "Send SMS Message wizard" HTML Widget has been added.
NEW: HTML Widgets; New Account wizard; Promotions now support filtering by Client Type
Promotions can now be configured to only apply to specific Client Types. The New Account wizard HTML Widget will now validate the selected Promotion (if any) when moving forward from the "Clients" page of the wizard. If the configured Clients are not appl...
FIX: Account Calculation; better validation of Account Type Promotion
The finPOWER Connect Business Layer "Account Calculation" validated some aspects of the selected Account Type Promotion, e.g. that it wasn't closed and that the Dealer was allowed. However, it did not validate the Branch and Broker filters.
FIX: Audit page; encrypted details can now be shown unencrypted
On Audit pages, such as found on the Account form, encrypted details in the Summary Page "Details" block can now be shown unencrypted.
FIX: Client Connect Sample Portal; Portal no longer assumes the Web User Id is the Clients Email Address
Previously, the "Client's Web User Id is their Email for Password Reset links" option was checked by default with the Client Connect Sample Portal. This has been updated so that the default is unchecked.
NEW: HTML Widgets; Account Direct Debit Stop wizard; updated to show manual transactions
The Account Direct Debit Stop wizard has been updated to show manual payment transactions. These payments will not be Direct Debited but are still payable by the borrower.
FIX: Advanced Banking Add-On; Add-On is disabled if database country is "US"
The Advanced Banking Add-On was disabled if the database country is "US".
NEW: Sample Account Application Package; Standardised terminology
Terminology has been standardised in the Account Application Sample HTML Widget. Specifically:
FIX: Database Upgrade; Post Conversion Audit Logs show from/to versions the wrong way around
The Post Database Conversion Audit Logs show the from and to versions the wrong way around.
NEW: finClientFunctions.CreateWebMailFromClient(); Source can now be specified
finClientFunctions.CreateWebMailFromClient() now accepts "source" as an optional Parameter. This allows the function to set a valid Source on the generated Client Log. If blank, then "Unknown" is assumed.
FIX: finAccountFunctions.LogAdd() ignored "Source" parameter; LogAdd2() added
The existing LogAdd() function in finAccountFunctions accepted Source as an optional parameter. This was incorrectly defined as an Integer, but was also ignored resulting in all Account Logs generated from this Function having a Source of "Unknown".
FIX: Account Close "NZ CCCFR Formula 1" Loss Formula; various tweaks
Several additional tests have been added to the "NZ CCCFR Formula 1" Loss formula calculation to make it more robust and fit the criteria for when it should be used.
FIX: Account Type; auditing of Default Interest Overdue Charge Basis incorrect
Account Type auditing of "Default Interest Overdue Charge Basis" was incorrect if the "Default Interest Overdue Basis" is set to "Contractual Overdue".
NEW: New Account wizard; Promotion field not working correctly
In the New Account wizard the Account Type Promotion field was not working as expected.
NEW: Credit Works Credit Bureau; current interface will become obsolete in 2021
The current Credit Works Credit Bureau interface will be shut down at the end of Q1, 2021. This is because they are introducing a REST based interface.
NEW: finPOWER Connect Cloud Configuration; Page Item; Allow "User Customisation" Parameters grid to be blank to default from HTML Widget
When adding an Item (e.g., an HTML Widget or HTML Widget Script) to a Homepage or Custom Page in the finPOWER Connect Cloud Configuration form, an option on the "User Customisation" page is available to "Allow Users to customise Parameters".
NEW: Workflows; new option to audit when Workflow is immediately Recalled
A new option has been added to audit when a Workflow is immediately Recalled or the Recall is cleared.
NEW: finPOWER Connect Cloud Configuration form; Some options below grids not working
The following buttons below grids on the finPOWER Connect Cloud Configuration form were not working:
NEW: Portals; Ability to send debug headers over HTTP as per HTML Widgets and Custom Web Services added
The Authentication page of the Portals form now has an option to "Include 'Debug' HTTP Headers".
NEW: Workflows; Hold/Un-Holding Workflows now updates last updated details
Holding and un-Holding Workflows now updated the last updated user and date/time.
NEW: Accounting Ledger List Report; added columns for Unearned and Earned Branch, Department and GL Account
Columns for Unearned and Earned Branch, Department and GL Account have been added to the Accounting Ledger List Report.
FIX: Account form, Accounting Ledgers Summary page; issue with General Ledger block
On the Account form, Accounting Ledgers Summary page, the General Ledger block only displays the unearned Department. If the Earned Department is different this is not shown.
FIX: HTML Widgets; New Account wizard; Maturity Instruction of "Reinvest Principal" does not allow Payment Detail entry
Selecting a Maturity Instruction of "Reinvest Principal" for a Deposit-type Account did not allow entry of Payment Details.
NEW: General Ledger Export; Entity can now override Include Branch and Include Department options
Entities can now override the Include Branch and Include Department options from Global Settings.
FIX: Page Sets; Progress form called from an event such as 'Click' may close if another Script event is occuring
Showing the Progress form (finBL.StatusProcessBegin), e.g., from a button's 'Click' event may not work as expected, e.g., if a call to an Account Calculation Script occurred during the event, the Status form was closed unexpectedly.
NEW: Portals; Password Reset Email can now be customised
A special Portal Resource code of "PASSWORD_RESET_EMAIL" has been added.
FIX: Client Key Details Summary Page; updated to optionally include invalid Phone Numbers and Emails in Summary block
The Client Key Details Summary Page, "Summary" block shows the current Phone Numbers for the Client. Note, for an individual the Home, Work and Mobile are shown.
NEW: Portals; IDE page; Special resources are now highlighted in the "Images" and "Resources" folders
Special resources such as "favicon" are now highlighted in the Images" and "Resources" folders on the IDE page of the Portals form.
NEW: Account Type Promotions; new range filter for Client Types
A new range filter for Client Types has been added to Account Type Promotions. This means that Promotions can be made available based upon the Client's Client Type.
FIX: NZ Government Credit Bureau Service; not shown unless licensed for Credit Enquiry
The NZ Government Credit Bureau Service should always be available (given country is NZ) and not restricted to where licensed for Credit Enquiry. However, an issue meant it required the Credit Enquiry Add-On.
FIX: Portals; Sending password reset email and resetting password do not display notification messages as expected
Sending a password reset email (from the link on the Sign-In page) and resetting the password were not displaying the intended notification messages.
NEW: Portals; Added default classes to built-in pages so they can be styled from HTML Widget CSS without writing custom pages
All built-in pages now have a CSS class applied to their <body> tag.
NEW: Portals; Trace warnings now given when accessing Constant or User Data values from tags
When a Portal tries to use a <%Constant%> or <%UserData%> tag for an item that does not exist, a trace warning is now given, e.g.:
NEW: Portals; Fallback values can now be specified in <%Constant%> and <%UserData%> tags meaning that invalid JavaScript can be avoided
<%Constant%> and <%UserData%> tags can be inserted into various Portal resources and pages.
NEW: ISPhoneNumberDetails2; added new property IsMobile
A new property "IsMobile" has been added to the ISPhoneNumberDetails2 object.
FIX: Portals; "Find in Files" IDE searches can cause finPOWER Connect to crash to desktop
When searching for text using the "Find in Files" tool in the Portal IDE view, finPOWER Connect could crash to desktop under a specific scenario. Specifically, when a matching search result appears on line 1, position 1 on a Portal page this would cause a...
FIX: Workflows; HTML Widget type items; Customising parameters and then changing HTML Widget retains old values
Changing the Script or HTML Widget of either an "HTML Widget" or "HTML Widget Script" type Workflow Item would retain any customised parameters from the preview Script/ Widget.
NEW: Workflows; Document type Workflow Items; Document Parameters can now be defined
For Document type Workflow Type Items, the ability has been added to "Customise Document's Parameters".
NEW: Disbursement Transaction List; added new option to group by GL Export Id
A new grouping option for "GL Export Id" has been added to the Disbursement Transaction List.
NEW: Summary Pages; link to open Account or Client not working
In some Summary Pages the link to an Account or Client does not work correctly. This occurs where the code includes a hash or other special character and is because the code was not properly URL encoded.
NEW: Portals; Pages; Information message now displayed in summary for "PORTAL_CONFIG"
The PORTAL_CONFIG is a special type of Portal page and now displays an information message in the summary below the Pages grid on the Portals form.
NEW: Client Connect Sample Portal; Portal Constants moved to User Data
The Client Connect Sample Portal now has a number of configuration options which were previously stored in the Portals Constants. This list was beginning to be too large to practically manage, and therefore the vast majority have been moved to Portal User...
NEW: Client Connect Sample Portal; Enhancements to the "Account" page
The following enhancements have been made to the Client Connect Sample Portal:
NEW: Client Connect Sample Portal; Google Map on Contact Us page misleading when the Place Id is invalid
The "Contact Us" page of the Client Connect Sample Portal displays a Google Map with a pointer to a specific Place Id configured on the Clients Branch. If the Place Id used was invalid, then this map was displaying incorrectly without any reason.
FIX: Scripts; Web Services (Web API); Attempting to access request.Request fails since there is no reference to the System.Web DLL
Attempting to access the raw HTTP Request from a Web Services (Web API) type Script failed since the Script type did not reference the System.Web DLL.
NEW: Account Warnings; new warning if Account's parent Account is not "Open"
A new Account warning has been added if the Account's parent Account is not "Open".
FIX: Portals; mPortalHandler.PortalPageId was inconsistent when calling a Master Page event
When calling an event in the Master Page, i.e., in the Portal Script Code, checking the value of mPortalHandler.PortalPageId was inconsistent.
NEW: Bank Accounts; Short Description and Icon added to Payment Methods
Payment Methods can now be configured with a Short Description and Icon.
FIX: HTML Widgets; New Account wizard; Search box incorrect width on Clients page
A recent change to how widget.UI.TextBox controls are sized caused the Search box on the Clients page of the New Account wizard HTML Widget to be the incorrect size.