Release History
finPOWER Connect 3.03.04
FIX: HTML Widgets; New Client wizards (Individual and Organisation); General page could be incorrectly moved past if mandatory fields were empty
The following fields are Mandatory on the "General" page of the New Client HTML Widgets:
NEW: HTML Widgets; New Client wizards (Individual and Organisation); Enhanced to use Addressing Widget Controls
Previously, all address fields in the Individual and Organisation New Client HTML Widgets were manually handled by the Widgets themselves. These have been updated to use the following HTML Widget control:
NEW: HTML Widgets; New Organisation Client wizard; Support for User Defined has been added
Client User Data can now be entered within the New Organisation Client HTML Widget.
NEW: HTML Widgets; New Individual Client wizard; Support for User Defined has been added
Client User Data can now be entered within the New Individual Client HTML Widget.
NEW: HTML Widgets; New Organisation Client wizard; support for Banking Details has been added
A single set of Banking Details can now be added when adding a new Client. The functionality mimics that of the "Client Banking Details" HTML Widget. The selected Client Group indicates the "Banking Details" page is available in the New Organisation Clien...
NEW: HTML Widgets; New Individual Client wizard; support for Banking Details has been added
A single set of Banking Details can now be added when adding a new Client. The functionality mimics that of the "Client Banking Details" HTML Widget. The selected Client Group indicates the "Banking Details" page is available in the New Individual Client...
NEW: HTML Widgets; New Organisation Client wizard; Contact Methods have been improved
Previously, Contact Method entry in the New Organisation Client wizard was limited to hard-coded Contact Methods in the HTML Widgets start up parameters.
NEW: HTML Widgets; New Individual Client wizard; Contact Methods have been improved
Previously, Contact Method entry in the New Individual Client wizard was limited to hard-coded Contact Methods in the HTML Widgets start up parameters.
NEW: HTML Widgets; New Client Organisation; Client Group settings respected
The following Client Group settings are now respected in the New Organisation Client HTML Widget:
NEW: HTML Widgets; New Client Individual; Client Group settings respected
The following Client Group settings are now respected in the New Individual Client HTML Widget:
FIX: HTML Widgets; widget.UI.ParametersHost; When Initialise called more than once, may not create controls
Calling the Initialise method more than once on a widget.UI.ParametersHost control caused unpredictable results, e.g., the controls may not have been created correctly.
NEW: Portals; 401: Not Authorised error page now displays a nicer looking session timeout form where possible
When a User/ Client's session expired on a Portal and they attempted to load another page, one of two things would happen:
FIX: Portals; Theme; Entering an invalid HTML colour displays a modal Trace alert message box
Entering an invalid HTML colour such as "#" as one of the Theme Colours on the Theme page of the Portals form was displaying a modal Trace alert message box.
NEW: Account Applications, Collateral Item wizard now includes User Defined page (where configured)
The built-in Account Application Collateral Item wizard now supports the entry of User Data.
NEW: HTML Widgets; Widget and Portal stylesheets updated
With HTML Widget and Portal stylesheets (widget.css and portal.css in the Templates folder) have been updated to be automatically generated from a LESS-based stylesheet (not included as a release file). This makes ongoing maintenance easier.
NEW: Web Subscribers; New option to "Disable Multi-Factor Authentication"
finPOWER Connect Cloud has introduced Multi-Factor Authentication.
FIX: Account form, Security page; editing items sets PPSR Action to Amend, but never to Discharge
Several changes have been Security Statements in NZ for PPSR.
FIX: Portals; Resources; Attempting to add an animated GIF causes an unhandled exception
Attempting to add an animated GIF as a Portal Resource caused an unhandled GDI exception to occur.
NEW: Client Statistics wizard; closing/ cancelling form now prompts the User
The Client Statistics wizard now prompts the User when closing/ cancelling the form.
NEW: HTML Widgets; Client Banking Details; Incorrect Banking Details must now be confirmed before saving
Incorrect Banking Details always had a message below indicating what the issue was; however there was no confirmation required by the User to complete the wizard with incorrect details.
NEW: Business Layer finBankingDetails; IsValid() can now return validation errors in an ISValidationItems object
finBankingDetails.IsValid() function now supports an additional overload whereby an ISValidationItems object can be returned which provides all the reasons the validation has failed for the Banking Details.
NEW: HTML Widgets; Client Banking Details; Notes have been moved to Advanced options
The "Notes" field in the Client Banking Details HTML Widget have been moved to Advanced options.
NEW: finPOWER Connect Cloud Configuration; Multi-Factor Authentication can now be configured
The Security page of the finPOWER Connect Cloud Configuration form now allows a Multi-Factor Authentication (MFA) method to be defined. You can also define a range of Roles that, if the User conforms to, means that MFA will NOT be applied.
NEW: PPSR NZ; Updated PPSR SPG Report to include From and To Discharge dates
The PPSR SPG Report has been updated to include "By Status" and From and To Discharge date filters.
NEW: PPSR NZ; Update Retrieve Customer Organisation Details request
The Retrieve Customer Organisation Details request (PPSR_45) has been updated to include the latest changes:
NEW: Script Editor; Function Explorer now colours classes and their methods differently plus other enhancements
The Function Explorer to the right of Script Editors (such as the Script Code page of the Scripts form) now colours sub-classes and their functions a different colour to differentiate from main Script functions.
FIX: Account duplicate; does not retain latest Tax Category used by Deposit Account
When a Deposit Account is duplicated, it does not retain the latest Tax Category used by the Account.
FIX: Various forms; increased width of code fields
The following forms have been updated to increase the width of the code field.
NEW: HTML Widgets. New widget.UI.OrderElements method added
A new widget.UI.OrderElements method is available.
NEW: Users form; Web Access page; Now displays "Authorised Devices" and allows them to be deleted
The Web Access page of the Users form now displays a grid of the User's Authorised Devices (providing Device Authorisation is enabled under finPOWER Connect Cloud Configuration).
NEW: Loan Contract (Australia); updated Secured Signing constants
The sample Australian Loan Contract has been updated to include the latest Secured Signing constant options.
NEW: Account List Query/ Report; added "Alert Message" to columns
Added "Alert Message" column to the Account List Query, which is used in the majority of AccountReports. This column can now be included in Data Exports.
FIX: Client Details Report; missing Alert Message on Profile page
The Client Details Report was missing the Alert Message on the Profile page.
NEW: Client List Report; added optional column "Alert Message"
A new optional column "Alert Message" has been added to the Client List Report.
FIX: Export General Ledger; tooltip on Export Type incorrect
The tooltip displayed for the Export Type, "Right-click to insert special tags", under the Export General Ledger wizard may be incorrectly shown.
NEW: NZ Government; NZBN Entity Details 4; Updated to version 1.34b
The NZ Government service NZBN Entity Details 4 product has been updated to include non-company information.
NEW: Email Address validation; added more comprehensive email address validation
Added a more comprehensive email address validation. This not only checks the email syntax, but that the domain exists and has mail records, and that the email server is valid and the mailbox exists at the mail server.
NEW: HTML Widgets; New Account wizard; Updated to be more usable on small mobile devices
The Financial page of the New Account wizard and the corresponding widget.UI.AccountFinancial control have been updated so their formatting is more usable on small device such as phones.
NEW: HTML Widgets; New Account wizard; Now allows negative interest rates for Deposits
If a Deposit Account Type is configured to allow a negative interest rate then this is now respected by the New Account wizard.
FIX: Business Layer; finInformationImport; ImportFromString; attempts to import XML as a CSV
The finInformationImport.ImportFromString method is designed to allow importing an XML String however, internally, the code was attempting to import it as a CSV String and therefore failing.
NEW: Portals; Session Timeout can now be left unspecified to use the default of 15 minutes
The Session Timeout on the Authentication page of the Portals form can now be left blank to use the system default of 15 minutes.
NEW: finPOWER Connect Cloud Configuration; Processes; Scheduled; New "Pending Service Requests" type process added
A new Scheduled Process Type of "Pending Service Requests" has been added.
FIX: Client Banking Details; Could incorrectly retain not-applicable Payment Details
Under some scenarios, Banking Details fields which were not applicable for the Payment Type could be retained. For Example, if entering Bank Account information and then swapping the Payment Type to "Cash", the Bank Account number, Name and Reference coul...
NEW: Bank Transaction List; Suspense Items not showing Payment Details
In the Bank Transaction List, Suspense Items were not showing Payment Details.
NEW: New Client Wizard; Passcode can now be set regardless of Permission Key
Previously, if a User didn't have the Permission Key "Client.Password" they were not able to set the password in the New Client wizard. The field was visible, but set as read only.
FIX: Client Connect Sample Portal; SendMessage Event was not returning error messages with attachments
When sending a new message in the Client Connect Sample Portal, if an error triggered by the Portal was to occur when the Client was sending a new message with a file attached, this would not always be returned client-side.
NEW: Security Types; code increased from 5 to 10 characters
The length of the Security Type code has been increased from 5 to 10 characters.
NEW: Resources; Additional options for Web Resource Images on Accounts
The following functionality has been added to the "Web" page of an Account, specifically relating to the Web Resource Image:
FIX: Resources; Duplicate Descriptions not allowed
The Resources Admin library incorrectly contains a unique index on the Description field.
NEW: NZ Loan Contracts; update for Layby Sale Right to Cancel
The New Zealand Consumer Contracts and Consumer Finance Act is introducing a change to the key information that must be included in the Credit Contract.