Release History
finPOWER Connect 4.01.01
FIX: Business Layer; Using finClientContactsConsolidated to update only Contact Addresses would cause an "Object Reference not set to an instance of an Object" error
Attempting to use the **finClientContactsConsolidated** Class to update only Contact Addresses would cause an //Object Reference not set to an instance of an Object// Error.
NEW: finPOWER Connect Cloud Configuration; Scheduled Processes; Start dates now have a Time Zone
The Start Date on finPOWER Connect Cloud Scheduled Processes now has a Time Zone.
NEW: finPOWER Connect Cloud Configuration form; Scheduled Processes page; Summary now includes Schedule dates and times in database time zone if different from local time zone
The Start Date for Scheduled Processes , defined on the finPOWER Connect Cloud Configuration form, Scheduled Processes page, is entered in local time for the User's Windows PC. The grid also displays the "Start" column in local time.
FIX: Task Manager 2; SMS Messages sent from the Workflows grid would not link the resulting Log to the selected Workflow
When sending an SMS Message from the list of Workflows in Task Manager 2 (i.e. using the **Send SMS** button at the bottom of the Workflows grid), the resulting Log would not be linked to the Workflow at all.
NEW: Support Information; added MailKit information under Assembly Information
Added MailKit assembly information under Help, Support, Support Information, "Assembly Information" section.
FIX: Background Processes; Process could incorrectly fail after 10 minutes if the HTML Widget remained open
The following error was presented to Users running a Background Process if:
FIX: finPOWER Connect Cloud Configuration; Scheduled Processes; Schedule may not calculate correctly, particularly for daily processes
The calculated schedule for Scheduled Processes may have been incorrect in certain places.
NEW: Client Connect Sample Portal; Enhancements to the Portal when Document Manager is not available
The Client Connect Sample Portal has been enhanced to better handle databases where the the Document Manager is not available. This may include databases which are not licenced, or the Document Manager is specified as "Not Available" in their Web Configur...
NEW: Clients; Web Access; The lockout state of a Client was never cleared, even if using "Lockout (mins)" in Global Settings
If allowing automatic unlock after x minutes for Client Web Access, this was never resetting automatically after the configured number of minutes had elapsed. This option is set here:
NEW: Scripts; Default Timeout of 60 seconds has been removed
The default Timeout when adding a new Script will now be 0; this means that no Timeout will now apply by default. It was previously 60 seconds which for a lot of cases, was too short.
FIX: Global Settings; Tasks & Workflows; General page; Not showing unless licensed for either the Workflows or Page Sets Add-Ons
The Global Settings, Tasks & Workflows (or just Tasks), General page was not showing if not licensed for either the Workflows or Page Sets Add-Ons.
NEW: Client Connect Sample Portal; Resource CSS_InternetExplorer.less has been removed
The **CSS_InternetExplorer.less** Resource (and all of its references) have been removed from the Client Connect Sample Portal. This is because we do not support running Portals in Internet Explorer.
NEW: Bank Export; new script event when new Export Batch loaded
A Bank Export consists of two phases:
NEW: HTML Widgets; Client Edit; Addressee & Salutation can now automatically update
The **Addressee** and **Salutation** fields on the Profile page can now automatically update when any of the following fields are updated:
NEW: HTML Widgets; Log Edit; Log Severity field moved to the General Page
NEW: Task Manager2; Folder Script; Template Text updated to include Folder Events
NEW: HTML Widgets; NZ Government Credit Enquiries; Print option
The NZ Government Credit Enquiry HTML Widgets now have a Print button on the final page.
NEW: HTML Widgets; Credit and Data Bureau Credit Enquiry; Print option
The Credit and Data Bureau Credit Enquiry HTML Widgets now have a Print button on the final page.
NEW: HTML Widgets; Motorweb NZ Credit Enquiry; Print option
The Motorweb NZ Credit Enquiry HTML Widget now has a Print button on the final page.
NEW: HTML Widgets; InfoAgent NZ Credit Enquiry; Print option
The InfoAgent Credit Enquiry HTML Widget now has a Print button on the final page.
NEW: HTML Widgets; Illion AU Credit Enquiry; Print option
The Illion AU Credit Enquiry HTML Widget now has a Print button on the final page.
NEW: HTML Widgets; Illion NZ Credit Enquiry; Print option
The Illion NZ Credit Enquiry HTML Widget now has a Print button on the final page.
NEW: HTML Widgets; Equifax AU Credit Enquiry; Print option
The Equifax (Australia) Credit Enquiry HTML Widget now has a Print button on the final page.
NEW: HTML Widgets; Centrix Credit Enquiry; Print option
The Centrix Credit Enquiry HTML Widgets now have a Print button on the final page.
NEW: HTML Widgets; Equifax NZ Credit Enquiry; Print option
The Equifax NZ Credit Enquiry HTML Widget now has a Print button on the final page.
FIX: Business Layer; finAccountCalc.OptionInterestAccruedMethodText could return an incorrect Text value for Deposit and Revolving Credit Account Classes
The following Property could return incorrect values for **Deposit** and **Revolving Credit** Account Classes:
NEW: HTML Widgets; Floating Rate Loan Payment Review wizard added as an HTML Widget
The Floating Rate Loan Payment Review wizard has been added as an HTML Widget.
NEW: HTML Widgets; Accounts Breakdown Widget updated to include prepaid values
NEW: SMS Messaging; added new service Kudosity (Burst SMS)
A new SMS Messaging service "Kudosity (Burst SMS)" has been added.
NEW: Task Manager 2; Warning messages added for Task Manager Scripts
All the **Scripts** and **Summary Pages** available in **Global Settings, Tasks & Workflows, Scripts** are for **Task Manager** only and are not available in **Task Manager 2**. If **Task Manager 2** is enabled, then a warning message is now shown in the...
FIX: Task Manager 2; Tasks folders; Fails with a database error if the signed in User belongs to a User Group that has Account filters defined
Tasks folders in Task Manager 2 were incorrectly attempting to apply a User Group Account filter when retrieving "Client Review Date" type Tasks in Task Manager 2.
NEW: Portals; Logos; Better support for SVG files
SVG files (Scalable Vector Graphics) are far superior to bitmap formats such as GIF or PNG for displaying graphics such as company logos.
NEW: finPOWER Connect Cloud Configuration; Logos; Better support for SVG files
SVG files (Scalable Vector Graphics) are far superior to bitmap formats such as GIF or PNG for displaying graphics such as company logos.
NEW: HTML Widgets; PreviewPane control; Added 'showPrint' option and Print() method
The HTML Widget PreviewPane control, used for functionality such as displaying a Credit Enquiry report on the Log Edit form, has been updated to support the following creation option:
NEW: HTML Widgets; Log Edit; Print button added to the Service Log (e.g., Credit Enquiry) page
A Print button has been added to the Log Edit form, Service Log (e.g., Credit Enquiry) page.
NEW: HTML Widgets; Security Item, Priority Value
NEW: Security Items; Priority Value
A new Priority Value field has been added to the Security Item form on the Land page, Mortgage Details section, and to the Security Item Details report.
NEW: Account Application Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
NEW: Account Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
NEW: Client Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
NEW: Security Statements Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
NEW: Security Statement Item Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
NEW: Email; Added Microsoft Exchange configuration so OAuth (Modern) authentication can be used
Currently emails are typically sent using SMTP with basic authentication, i.e. a User Name and Password.
NEW: User Log; Log Severity moved to the General Page
The Log Severity field has been moved from the **Other** page to the **General** Page, immediately above the **Subject** Text Box.
FIX: HTML Widgets; New Account; Payment Method Defaults are now applied when selected
Default Payment Method values (e.g., Reference) are now set in the New Account HTML Widget when a Payment Method has been selected. This applies to both Incoming and Outgoing Payment Methods.
FIX: Client Banking Details wizard; fix spelling mistake
On the Banking Details page of the Client Banking Details wizard the page description has information incorrectly spelt "inofrmation".
FIX: Web Services crash if a Script, when running as a Scheduled Process, calls finBL.StatusProcessBegin()
Web Services would crash if a Script, when running as a Scheduled Process, calls finBL.StatusProcessBegin().
FIX: Revolving Credit Loan Accounts; Minimum Payment Balance Adjustment repeated
If a Revolving Credit Loan Account is overpaid, finPOWER Connect will post an adjusting transaction on the Minimum Payment Due date to make sure the overdue balance isn't rolled into the next payment period - thus reducing the Minimum Payment required.
NEW: Build button below Script Editors now optimises the build process to minimise memory consumption
Previously, every time the Build button below a Script Editor was clicked, an in-memory Assembly was created, thereby consuming more memory (that is never released).