Release History
finPOWER Connect 2.03.02
FIX: HTML Viewer Common Form functions; updated to make backwards compatible with finPOWER Connect 2.2.x and below
In version 2.3.0 a change was made to the HTML Viewer common form to make it smarter; by attempting to auto-detect the content type of the "html" sent through, as quite often it was XML. However, sending a HTML fragment causes it to be treated as XML.
NEW: Client Identification Types and Items; new "Special Type" added
A new "Special Type" has been added for Client Identification Types and Items.
FIX: Summary Pages; Version 2; Bold warnings do not line up vertically
Summary Page (Version 2) type Scripts can show a 'Warnings' block, e.g., the Warnings block at the top-right of the built-in Client Key Details page.
FIX: Workflows; Send Document type Items may display an incorrect warning message
Workflow Items that Send a Document have fairly complicated validation to determine whether the Document is valid for the Workflow Item.
FIX: Workflows; Version 2; Setting the Outcome of a 'Question' or 'Item Group' was not attaching the specified Document
When setting the Outcome of a 'Question' or 'Item Group' for a Version 2 Workflow, the Document File Name entered on the Action Workflow Item wizard was being ignored and no Log was being created.
FIX: Closing finPOWER Connect; answering "No" to Shutdown warning closes the database
Under Tools, User Preferences, Tasks & Workflows group, Shutdown options there is a setting to confirm whether a warning is displayed when the user clicks the finPOWER Connect "Close" button.
NEW: Account History Rating; sample Update script now included, added History Rating into standard Summary pages
A sample script for updating Account History Ratings is now included with finPOWER Connect.
NEW: Credit Bureau; new helper functions added
Additional helper functions have been added for Credit Bureau requests. In addition, equivalent functions for Web Services are included.
NEW: Logs; allow multiple selection of Document Files
A new option for Logs has been added to allow the selection of multiple Document Files for a new Log.
FIX: Close Account wizard; entering a date more than one year in the future gives a warning, but still allows the wizard to proceed
In the Close Account wizard, entering a date more than one year in the future gives a warning, but still allows the wizard to proceed.
FIX: Security Statement Item Logs; Document Filename not resolved correctly
The Document Filename for Security Statement Item Logs was not resolved correctly.
FIX: Account Schedule; errors with an unhandled exception
Loading an existing Account Schedule, as in the Opening Schedule for a Loan Account, may fail with "An unhandled exception has occurred. Primary Key does not exist in collection.".
FIX: Workflows; Email and SMS Document Workflow Items set to Repeat per Client or Applicant do not show options to send also to Branch, Dealer etc
If a Document type Workflow Item was set to repeat per Account Client (or Account Application Applicant), the following issues occurred:
FIX: Workflows; Version 2; Documents sent incorrect object to the 'GenerateMessage' Script event
Workflows (Version 2) for Accounts and Account Applications sent a Client object to the Document's 'GenerateMessage' Script for SMS and Email documents.
FIX: finHtmlSummaryPage2StringBuilder; Not handling a target of "External" correctly
When the Initialise method of the finHtmlSummaryPage2StringBuilder business layer object was called passing in a target of isefinSummaryPageTarget.External, the expected behaviour was not happening.
NEW: Queues; Queue Item wizard; Automatic Item naming enhanced
When changing the Item Type and Item (e.g., Document or Script) on the Queue Item wizard, the Item Name at the top of the form is automatically updated providing it has not been changed by the User.
FIX: Approve Disbursements wizard; Account Disbursement Approve List not include "Payee Name" column
In the Approve Disbursements wizard, the Account Disbursement Approve List does not include a column for "Payee Name".
NEW: Loan Overdue and Loan Aged Overdue Reports; showing Loan Accounts that are not overdue
The Loan Overdue and Loan Aged Overdue Reports are showing Loan Accounts that are not overdue, i.e. the Overdue Balance is zero.
NEW: Decision Cards; Decision Card Rule wizard; Rule Condition Builder; Parameters now shown in native form and help moved to right-hand side
Parameters for the selected member in the Rule Condition Builder (available from the Decision Card Rule wizard) are now shown in their native form, i.e., without spaces and non-capitalised.
FIX: Queues; Queue Item wizard only includes 'General' Scripts in the Script dropdown
The Queue Item wizard only includes 'General' type Scripts in the Script dropdown.
NEW: Account Disbursement Summary Page; updated to Summary Page 2
The standard Account Disbursement Summary Page has been updated to a Summary Page version 2 script.
NEW: Page Sets; New "HTML Editor" type Page Object added
A new HTML Editor type Page Object has been added.
FIX: Scripting; Summary Page Standard Block Override; Workflow_Items; Does not compile due to access to WikiTextSimpleToHtml method
Attempting to override the Workflow_Items standard block in a "Summary Page Standard Block Override" Scripts gives the following error:
NEW: Application Shortcuts; New "Web Services Token" type shortcut added
A new "Web Services Token" type Application Shortcut has been added to allow a token to be supplied to external Web Applications. The Web Application can then use the Web Services Authenticate.AuthenticateUserToken service to sign in to the Web Services w...
NEW: Global Settings; Web; Web Interface settings separated out into a new "General" page
The Web section of the Global Settings form has been separated out into a new "General" page and the existing "Web Interface" page.
NEW: ISSummaryTableRows; new option for AddCaptionCodeDescriptionWithFormShow
A new version of ISSummaryTableRows.AddCaptionCodeDescriptionWithFormShow function has been added.
NEW: ISSummaryTable (as used in Summary Page 2s); new "HasData" property added to ISSummaryTable
A new "HasData" property has been added to ISSummaryTable, which is used in Summary Page 2 scripts.
FIX: Password override dialog; Email not working
On the Password Override dialog form the Email button is not working, it tries to send an email to "finPOWERConnect@intersoft.co.nz" which is incorrect.
FIX: Logs; DocumentFileNameResolved may not give expected result
The DocumentFileNameResolved method for some objects may not give the expected result when used from the finPOWER Connect Business Layer.
FIX: Client Identification Item wizard; File Name does not open Client's Document Manager folder
Clicking the "Browser" button text to the Document File Name in the Client Identification Item wizard did not open to the Client's Document Manager folder unless a value was already entered as the Document File Name.
FIX: Loan Overdues, may not calculate correctly as at a date
Loan Overdues may not calculate correctly "as at" a date.
NEW: finAccountTransactions collection; updated Business Layer functions
The Business Layer finAccountTransactions collection, as in Account.Transactions, has been updated as follows:
FIX: Workflows; Version 2; Sending an Email or SMS Client Document from a Workflow Item fails
Sending an Email or SMS Client Document from a Version 2 Workflow Item fails with the following error:
NEW: Import Bank Transactions wizard; will now default Bank Account under more circumstances
The Import Bank Transactions wizard will now default the Bank Account when there is more than one active Bank Account, but only one of those Accounts has an Import Service defined.
NEW: Common Dialogs; a new version of GetFileOpen added to User Interface functions in the finPOWER Connect Business Layer
A new version of the GetFileOpen Common Dialog function has been added to User Interface functions in the finPOWER Connect Business Layer.
NEW: Auditing; changes to User Preferences are now audited
Changes to User Preferences are now audited.
FIX: Auditing; some auditing events do not write to the audit log
Auditing records were not writing to the database for the following events:
FIX: Client form, General page; Branch control missing if licensed for the Branches Add-On
On the Client form, General page, the Branch control is missing if licensed for the Branches Add-On. If not licensed for Branches the control is displayed.
NEW: Account Applications; SavePre and SavePost Script events added
Account Applications now support SavePre and SavePost Script events.
NEW: finAccountCalc Business Layer object; InterestOverrides collection now available outside of Conversions
The InterestOverrides collection of the finAccountCalc Business Layer object is now available for Quote Accounts. Previously this was only available when running conversions.
NEW: New Command Line argument "/silent" to stop messages appearing when starting finPOWER Connect
A new Command Line argument has been added to stop messages appearing when starting finPOWER Connect.
FIX: Document Manager; Dragging files to Logs and Files grids now works slightly differently
Previously, dragging a file from Windows Explorer to a Logs grid (e.g., on the Accounts form, Logs page) worked slightly differently to dragging the file onto the Files grid (on the Files page).
NEW: SQL Server Databases; new functionality to test the date the last Backup was completed
There is a new Database provider function to get the last date and time a backup was run. Note, this is only supported by SQL Server databases.
FIX: SMS; TxtStream; When replying to an SMS generated from a Document, the Email referred to "Unknown" rather than the Account Id and Name
When sending a TxtStream SMS via a Document (e.g., an Account SMS Advice), if the Client replied to the SMS, the Email referred to "Unknown" rather than the Account Id and Name, e.g.:
NEW: Page Sets; Warning when multiple Page Objects with the same name exist has been improved
Previously, if a Page Set contained more than one Page Object with the same name on the same page, the warning message displayed in the Summary Page on the "Pages" page was phrased as follows:
NEW: The number of database calls performed when large forms such as Global Settings are opened has been reduced
Certain forms within finPOWER Connect perform a large number of database queries.
NEW: Account Reports; new Range and Group By "Client Group" and "Client Type"
Two new Ranges and Group Bys have been added to Account Reports "Client Group" and "Client Type".
NEW: Decision Cards; Rule Condition Builder; Now uses proper business layer help
Previously, the business layer help displayed on the Decision Cards, Rule Condition Builder wizard simply interrogated the XML files supplied with finPOWER Connect and built a basic summary of the selected business layer item or property.
NEW: Debug form, Information tab; Summary Page updated to a version 2 Summary and enhanced
The Debug form, Information tab has been refreshed. The following enhancements have been made:
FIX: Decision Cards; Rule Condition Builder; Parameter spinners not working correctly
When using the Decision Card Rule Condition Builder, parameter spinners may not work correctly.