Release History
finPOWER Connect 3.03.03
NEW: Task Manager; add "Ledger" column to Monitored Accounts folders
Under Task Manager, Monitored Accounts folders, a new column has been added for the Account's Ledger.
NEW: Account Direct Debit Stop wizard; updated to show manual transaction
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.
NEW: HTML Widgets; Various single page widgets now ready to only show "Advanced" button on applicable pages
The following HTML Widgets have been updated so the "Advanced" button is only visible on pages it applies to. For the moment, these widgets are only single page and therefore there are no functional differences. The code has been enhanced so that if new p...
NEW: Client Bank Accounts; BSBs now displayed as a drop down list
Previously, BSBs were displayed as text fields when editing Client Bank Accounts. This has been updated to a drop down list so a Bank Branch can be selected from a list.
NEW: Bank Transactions; Payment Details can now be edited where Account is Closed
Previously the Payment Details of a Bank Transaction could only be amended if the Account is "Open". This meant that when a Deposit was closed, if the Bank Account details where incorrect and the maturity was paid by Direct Credit, it was difficult to fix...
NEW: HTML Widgets; Client Employment Widget now only shows "Advanced" button on applicable pages
The Client Employment HTML Widgets have been updated so the "Advanced" button is only visible on pages it applies to. Previously, the button was visible on the second page but did not do anything.
NEW: HTML Widgets; Account and Account Application Monitor Category Change Widgets now only show "Advanced" button on applicable pages
The Account and Account Application Monitor Category Change HTML Widgets have been updated so the "Advanced" button is only visible on pages it applies to. Previously, the button was also visible on the first page (History) but did not do anything.
NEW: HTML Widgets; Client Contact Address and Client Contact Method Widgets now only show "Advanced" button on applicable pages
The Client Contact Address and Client Contact Method HTML Widgets have been updated so the "Advanced" button is only visible on pages it applies to. Previously, the button was visible on the first page but did not do anything.
FIX: Sample Account Application Package; ACCAPPHW Account Type was causing Trace Warnings
The system-supplied sample Account Application Type "ACCAPPHW" was causing Trace Warnings as the following items were defined as Boolean in the Data Schema, but attempting to be saved as Strings in the mapping:
FIX: Business Layer; When initialised to "Allow Quick Login", warning audit logs indicating "Direct database access detected." are written
When the business layer is initialised to "Allow Quick Login", as it is from Web Services, every time a different User signs in for the first time (or after a certain period of time) to a SQL Server, a security audit log is generated indicating that "Dire...
FIX: finPOWER Connect Cloud Configuration; Homepages and Custom Pages; Button below grids not working
The "Show/ Hide Preview Pane" button was not working on the Homepages page of the finPOWER Connect Cloud Configuration form.
NEW: HTML Widgets; widget.UI.Tabs; SelectFirstVisibleTab() method added
A SelectFirstVisibleTab() method has been added to the widget.UI.Tabs() object.
FIX: Workflows; in the Busines Layer, setting AccountId or AccountPk does not set the Account object to reload
Updating the AccountId or AccountPk for a Workflow, via the Business Layer, does not set the Account object to reload - meaning if the Account property is accessed the Account will either be blank or the previous Account.
FIX: Security Enquiry wizard; Update Differences page may fail with "Failed to update Security Item. Invalid item 'COF Last'." or "Failed to update Security Item. Invalid item 'COF Expiry." error
Updating the "COF Last" or "COF Expiry" details on a vehicle Security Item via the Security Enquiry Update Differences wizard causes an error: "Failed to update Security Item. Invalid item 'COF Last'" or "Failed to update Security Item. Invalid item 'COF...
NEW: Business Layer; JSON Serialisation component updated
The Newtonsoft JSON serialiser used by finPOWER Connect, Web Services and finPOWER Connect Cloud has been updated from version 10.0.3 to 12.0.3.
FIX: Credit Bureau, Bank Account, and Security Enquiry wizards; Cost Centre information updated
On the Credit Bureau, Bank Account, and Security Enquiry wizards, if a service is selected without specifying a branch, the Cost Centre information message displayed is "Cost Centres not currently implemented for this Service.".
FIX: Security Enquiry wizard; Service description truncated
The Service description on the Security Enquiry wizard may be truncated as the control was not being resized.
NEW: Credit Sense Bank Account Enquiry service; Properties renamed
The Credit Sense Bank Account Enquiry service has had the following properties obsoleted and replaced by alternative properties:
NEW: OCR; Google Cloud Vision service; Updated for better identification recognition
The Google Cloud Vision OCR service has been updated for better consistency with identification items such as Drivers Licences.
FIX: illion BankStatements Bank Account Enquiry; Updated Summary Page to use Cost Centre settings
The illion BankStatements Bank Account Enquiry Summary Page has been updated to use the settings defined in Cost Centres for Email and SMS documents.
NEW: HTML Widgets; Activate Accounting Ledgers; Method of determining default Entity updated
The method of selecting the default Entity when the Widget is initialising has been updated. Previously, it defaulted to the first Entity in the library. Now, it uses the following Business Layer function:
NEW: HTML Widgets; Client Identification wizard updated to use a higher default for OCR image size
The system-supplied Client Identification wizard has been updated to use a higher maximum image size to OCR.
FIX: Account Withdrawal; may fail with "Account Balance has changed since it was loaded" error
An Account Withdrawal may fail with the error "Account Balance has changed since it was loaded".
NEW: HTML Widgets; ParametersHost control now supported in finPOWER Connect desktop
The widget.UI.ParametersHost control is used in system-supplied HTML Widgets such as the Account Edit form.
FIX: Account and Account Applications; Monitor Category Permissions inconsistency applied
The Account and Account Application Monitor Category Permissions are inconsistency applied in the User Interface.
FIX: External Party; conversion failing if Employees defined
When running a conversion, External Parties fail to save with the error "Failed to save External Party. Failed to load External Party '[Id]'. Record not found.".
NEW: Global Settings; Pools; "Next Code" field only allowing 10 characters
The "Next Code" for new Pools (found in Global Settings -> Accounts -> Pools) was only allowing a code with a maximum of 10 characters in the text box. This has been expanded to 20, to support the longer Pool Ids used throughout the system.
NEW: HTML Widgets; New Account wizard; Now supports "User Defined" page
The system-supplied New Account wizard now supports the "User Defined" page.
FIX: Business Layer; ISImageEditor not releasing resources
The business layer ISImageEditor class was not releasing resources such as images.
NEW: Workflow Close; Monitor Category clear now sets note on History Item
When a Workflow is closed and an Account Monitor Category is cleared, the History Item's note is now set to "Workflow '[WorkflowId]' closed.". This helps identify the reason the Monitor Category was cleared.
NEW: finPOWER Connect Cloud Configuration form; "Menu." permissions no longer included in dropdowns
The permissions dropdowns shown on the finPOWER Connect Cloud Configuration form and all sub-forms (e.g., Menu, Menu Item) now exclude "Menu." permissions.
NEW: OCR; 2014 format New Zealand Driver Licence; Not picking up licence number correctly
The OCR functionality within finPOWER Connect recognised a 2014 format New Zealand Driver Licence correctly but failed to determine the licence number.
FIX: Report Explorer; fails to run Script based Report due to Permissions
A Script can be run directly from the Report Explorer, e.g. as in the Script produces a Report. This is defined via the Script form, Options page "Show in Menu" setting.
NEW: Business Layer; ISCodeDescriptionList objects can now be populated from a DataTable
The following function has been added to the ISCodeDescriptionList Class:
NEW: APLYiD; updated name of service
The "Aply" Service has been renamed from "Aply Id" to "APLYiD".
FIX: finPOWER Connect Cloud Configuration form; Security page; Keep Alive now restricted to 20 minutes
The "Keep Alive" field on the Security page of the finPOWER Connect Cloud Configuration form allows values of more than 20 to be entered and not validated when the OK or Apply buttons were clicked.
NEW: Credit Enquiry Summary Page; updated "Credit Enquiry information is invalid or has been purged" message
The Credit Enquiry Summary Page message "Credit Enquiry information is invalid or has been purged" has been updated to "Service '[ServiceId]' does not exist or is not available" where the Service is not currently available.
NEW: Script Constants; Constants which support a "List" of values can have the List updated from the Constants page
Previously, the only way a List linked to a Constant could be updated was to delete the Constant, and re-import the edited version from the Constant-directive in the Script code.
NEW: HTML Widgets; Control captions in forms are now top-aligned rather than centre-aligned
Captions for controls in Widget forms (CSS class is-form) are now top-aligned.
NEW: Quick Search; Results grid now shows a different icon for "HTML Widget" Scripts
Quick Search results for "HTML Widget" Scripts no longer show the generic Script icon. Instead, they use the HTML Widget icon which makes them easily identifiable in search results.
FIX: Validating ISParameters; sometimes returns an incorrect and strange validation error message
When validating an ISParameters object, finPOWER Connect sometimes returns an incorrect and strange validation error message.
NEW: Floating Rate Loan Payment Review wizard; increase width of "Instructions" field
On the Floating Rate Loan Payment Review wizard, Processing Options page, the width of "Instructions" field has been increased as text was otherwise truncated.
NEW: Cost Centres; Now audits "Use Service"
The "Use Service" option in Cost Centres is now audited.
FIX: Cost Centres; Credentials; User Overrides grid obscured by scrollbars
User Override grids on the Credentials tab of the Cost Centre form may become obscured by scrollbars when resizing the form.
NEW: HTML Widgets; widget.UI.TextBox; Now supports 'autoTab' option
A new Boolean autoTab option is available for TextBoxes.
FIX: HTML Widgets; Google Charts no longer working when running the widget from within finPOWER Connect, e.g., the Account Breakdown report
A change made by Google to the Google Charts API resulted in Google Charts no longer working in Internet Explorer.
FIX: Account Applications; Preloading Clients in Applicant Properties were not setting Client Type or Client Group
When pre-loading a Client as an Account Application Applicant in the "Applicant Properties" form, the Client Type and Client Group were not being set. This meant that individuals could be incorrectly configured as organisations or vice-versa.
FIX: HTML Widgets; Account Transaction Entry; Fails to commit if Transaction Type is configured so that "User must enter a Batch Total"
Attempting to enter a Transaction using the Account Transaction Entry HTML Widget fails if the selected Transaction Type is configured (on the "Other" page of the Transaction Types form) so that "User must enter a Batch Total".
NEW: HTML Widgets; widget.FormatCurrency function now allows a minus symbol to always be used when formatting negative values
Generally, negative figures will be displayed using parentheses, e.g. ($200.00) however, a new forceMinusSymbol parameter can be used to force the value to be formatted using the minus symbol which, if presenting the figure to Clients, may make more sense...
NEW: Account Application Sample Package; Rename of Account Application Type and HTML Widget and other miscellaneous enhancements
The Account Application Sample Package has had its ID's used for both the Account Application Type and provided HTML Widget to not use a dot. This solves the issue of having to specify a "Web Service Name" on the Web page of the HTML Widget.