Release History
finPOWER Connect 2.02.06
FIX: Account Processes; fails with a "Value is not allocated to Interest" error
Account Processes may fail with a "Failed to commit Batch. Cannot partially commit Batch. Value is not allocated to Interest" error.
FIX: Account Applications; Cannot set Branch from Account Applications form
The Branch dropdown on the Account Applications form may be empty.
FIX: Workflows; Version 2; Publishing Documents Immediately not always working as expected
When a Version 2 Document type Workflow Item (e.g., an SMS) is configured to 'Publish Immediately', this was not always happening, e.g., if a non-automatic Workflow Item was configured to send an SMS Document and the User actioned the Item from the Workfl...
FIX: GreenId, Australian Background Check; Summary table showing a blank description
When creating a GreenId Background Check the Summary table may show nothing in the Description. In particular the "Dun and Bradstreet Credit History Check" was not handled correctly.
FIX: Service Log form; Does not handle Account Application Logs
The 'Links' page on the Service Log form did not show Account Application Logs. Also, the Add Log button below the grid did not allow the Service Log to be linked to an Account Application via a new Log.
NEW: ISWordDocument and related objects added
ISWordDocument and related objects have been added to the finPOWER Connect Business Layer.
NEW: Log Publishing; Now has a limited 'Unattended' mode
Publishing of Logs now has a limited 'Unattended' mode.
NEW: Service Log Details drilldown form; minor enhancements
The Service Log Details drilldown form has been enhanced as follows:
FIX: Scripts, Usage page; some Scripts used under Global Settings not showing on the Usage page
Some Scripts used under Global Settings are not showing on the Usage page of the Scripts form.
FIX: Creditworks; fails with an "The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel" error
The Creditworks Credit Enquiry service fails with an "The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel" error.
FIX: Credit Enquiry wizard; VedaXMLNZ, product "Company Enquiry" fails with an unhandled exception error
The "VedaXMLNZ" Credit Enquiry service, "Company Enquiry" product, fails with an unhandled exception error when clicking Next on the Options page.
FIX: Credit Enquiry; cannot complete a VedaXMLNZ "Commercial Check" enquiry
The "VedaXMLNZ" Credit Enquiry service "Commercial Check" product is not working.
FIX: Credit Enquiry; VedaXMLNZ Service, Company Search criteria incorrectly validates the Company Number
In the Credit Enquiry wizard, for the VedaXMLNZ Service, when entering the Company Number for a Company Enquiry, finPOWER Connect incorrectly validates it based upon Australian Company Number rules.
FIX: Web Subscribers; Global collection returns Secret Key when converting to DataView
Calling the GetDataView method of the finWebSubscribers business layer object returned a DataView that included a 'SecretKey' column.
FIX: Page Sets; Flow layout updated to better handle 'Fill Height' Page Objects
Page Set Flow Layout has been updated to better handle 'Fill Height' Page Objects.
FIX: Refinance Account; Account Type does not default when Product Type changed
When Refinancing an Account, the Account Type does not default when the Product Type is changed.
FIX: Page Sets; Setting Image from Script code does not allow a built-in Icon to be specified
Setting an Image type Page Object's ImageFileName property did not work correctly when setting to a built-in finPOWER Connect icon.
NEW: Business layer Enum isefinPageSetFormType removed
The Enum isefinPageSetFormType has been removed.
NEW: Page Sets; DbComboBox type Page Objects can now have a data source of 'Information List'
DbComboBox type Page Objects can now have a data source of 'Information List'. This is useful if displaying Information Lists that allow an alternate values such as the 'IndustryCodes' Information List.
NEW: Workflows; New 'Page Set' type item added for Version 2 Workflows
A new Workflow Item Type of 'Page Set' has been added.
NEW: Page Sets; New 'PageSetMakeReadOnly' method can be used to make Page Set read-only from Script
Page Set Script code can now make the Page Set read-only using this new 'PageSetMakeReadOnly' method.
NEW: Grids "Save Defaults" button; updated behaviour to immediately save layout
The behaviour of the "Save Defaults" button found under most grids has changed slightly.
NEW: New Account wizard; move Broker information to "Product Type" page
The Broker information in the New Account wizard has been moved from the "Name" page to the "Product Type" page, next to the Dealer fields.
NEW: Entities; new option to limit the Account Types available to use for an Entity
New options have been added to Entities to limit the Account Types available for new Accounts.
NEW: Account form; Precomputed Interest Loans where Charged Upfront now hide zero Interest transactions in compact view
On the Account form, Transactions page, Interest transactions are not show where:
NEW: Credit Enquiry; Centrix Commercial Service updated to latest specifications include NZBN
The Centrix Commercial Credit Enquiry service has been updated to the latest specifications, version 1.03, including NZBN.
NEW: Account Applications; Built in Detail View Summary Page updated to show Application and Applicant User Defined details
The built in Detail View Summary Page updated to show Application and Applicant User Defined details.
FIX: Entity form, Branches grid; cells not correctly enabled/ disabled
On the Admin, Entity form, the Branches grid should only show the Main column for Active Branches as enabled.
FIX: General Ledger Export; fails with a "Key does not exist in collection." error when licensed for Deposits
The General Ledger Export may fail with an "An unhandled exception has occurred. Key does not exist in collection." error.
FIX: General Ledger Export; may fail with a "Key does not exist in collection." error
The General Ledger Export may fail with an "An unhandled exception has occurred. Key does not exist in collection." error.
NEW: Account Quotation wizard; Account Details page fields re-arranged
The fields on the Account Quotation wizard, Account Details page, have been re-arranged.
NEW: Account Types; remove "Show Broker Information?" option
The "Show Broker Information?" on Account Types, Other page, has been removed.
NEW: Account Applications; Defaults and scripting added for Accept/ Decline Account Application wizard
The Options page of the Account Application Types form now has the following options which are used by the Accept/ Decline Account Application wizard for defaulting the corresponding checkboxes:
FIX: Account Applications; Accepting Application and opting to view Accounts form does not keep Accounts form as the active form
When you accept an Account Application and opt to show the newly created Account, the Accounts form is opened but, when the Account Application Accept/ Decline wizard is closed, the Account Applications form takes focus, leaving the Accounts form in the b...
NEW: Deposits; Reversed Investment and Additional Investment transactions now affect the Account Balance
Reversed Investment and Additional Investment transactions now affect the Deposit Balance.
FIX: Account Balance Adjustment wizard; now shows Deposits with Balances as per screen
The Account Balance Adjustment wizard now shows Deposits with a balance breakdown that matches the values shown on-screen. Previously these were reversed, i.e. the Principal Balance would be shown as a negative value.
FIX: Account Applications; Collateral page; Summary now refreshes when a Log has been added or deleted
The Summary on the Account Applications form, Collateral page now refreshes when a Log is added or deleted.
NEW: Deposits; Interest Payment Type change now allows Interest to be capitalised
After changing the Interest Payment Type for a Deposit Account from Compound to Payout/ Transfer the first payout (or transfer) pays out the entire Interest Balance - this is correct and as designed.
NEW: Account Applications; User Group and External Party filters implemented
User Group and External Party filters have been implemented for Account Applications.
FIX: Task Manager; Drilling down to filtered out Tasks is now prevented
When logged in as a User with User Group filters or an External Party User, certain Tasks may be filtered out, e.g.:
NEW: Deposit Control Report; Withholding Tax now shown as a separate row
The Deposit Control Report now includes a separate Withholding Tax row for Interest items.
NEW: Workflow Types; Items can now define a Permission Key to prevent Users from resetting them
A Permission Key can now be defined for each Workflow Type Item, via the Permission page of the wizard, to restrict Users from resetting the item.
FIX: Security Statement Exception List; exceptions not shown if PPSR Status is "Not Applicable"
The Security Statement Exception List was not showing all exceptions if it's PPSR Status was set to "Not Applicable".
NEW: Exporting Workflow report data now shows a drilldown next to the WorkflowId
Exporting a Workflow report's data now shows a drilldown next to the WorkflowId.
NEW: Workflows reports; Added Account Application support
Workflows reports now have Account Application support.
FIX: System Generated Logs; existing Logs cannot be saved
Existing "System Generated" Logs cannot be saved. The following error is reported "Failed to save Client Log. You cannot update Extended Data on an existing system generated Log.".
NEW: Security Statement Exception Report; enhanced "Exception" column
The "Exception" column of the Security Statement Exception Report has been enhanced.
FIX: Bank Account Enquiry; Bank Statements "Show this report in a separate Window" button always disabled
On the Bank Account Enquiry Report for the Bank Statements service, the buttons below the Report include a button to "Show this report in a separate Window".
FIX: New Account wizard, Other Details page; layout issue corrected
On the Other Details page of the New Account wizard, the "Do not Direct Debit Payment on date opened?" check box is not correctly laid out, it's top position is too low.
FIX: Client Log, Bank Account Enquiry page; Request drilldown may not display or display an error
The Client Log, Bank Account Enquiry page "Request" drilldown may not display anything or may display an error.