Release History
finPOWER Connect 2.00.02
NEW: PPSR G2B NZ; better error message if a Proxy Server is used
When the PPSR G2B NZ web interface fails and there is a Proxy Server defined sometimes the error message does not include the full error details.
NEW: finAccountStatement object; added new properties for Minimum Payment Basis etc, as at the date of the Statement
New properties have been added to the finAccountStatement object for the Minimum Payment Basis and other settings, as at the date of the Statement.
NEW: Payment Arrangement wizard; Overriding Payments "Cleanup" button removes manual Payments
In the Payment Arrangement wizard, Overriding Payments tab, the payment "Cleanup" button removes manual Payments - it shouldn't.
NEW: CreditWorks NZ; interface added to retrieve company information (CRISworks)
A new Credit Bureau interface has been added for CreditWorks (New Zealand).
FIX: finAccountBalanceAdjustment Business Layer object; incorrectly spelt property PrincipaNIBNew
The finAccountBalanceAdjustment Business Layer object had an incorrectly spelt property PrincipaNIBNew. This has been updated to PrincipalNIBNew.
FIX: Default (and other) Fees; after being reversed it will automatically recharge during Account Processes
Default Fees that have been reversed are recharged during Account Processes - if the Account Type is setup to backdate Interest calculations. When a Default Fee is reversed it updates the backdated to date on the Account. This triggers Interest to be reca...
FIX: SMS; ClickSend (Intelligent Technologies Australia); Displays the incorrect number of characters available to send
The ClickSend (Intelligent Technologies Australia) SMS provider does not allow the user to specify a Display Name when sending a message, however the default Display Name character count is still counted against the number of available characters to send.
FIX: Documents; Script type Documents do not retain the value of the 'Supports Batch Print' option
Script type Documents do not retain the value of the 'Supports Batch Print' option when saved.
FIX: Logs forms; Email page; Target field does not have spaces in text
The 'Target' field on the Email page of a Log (e.g., a Client Log generated as a result of sending an Email type Document) did not contains spaces between words, e.g., 'OpenForEdit' was displayed instead of 'Open For Edit'.
NEW: Summary Pages; Account Restructure Summary updated to Summary Page (version 2) Script
The built-in Account Restructure Summary Script has been updated to a Summary Page (version 2) type Script.
NEW: Workflows; Bank Account Enquiry functionality added
The following Workflow Item Types have been added:
NEW: Credit Limits; new "Other Deductions" value added when calculating Available Credit
A new "Other Deductions" value added when calculating Available Credit. This allows a "user defined" value to be deducted from the Available Balance like Pending Withdrawals or Uncleared Funds.
NEW: Workflows; New processing mode to limit Database Transactions and let Web Services run
Web Services such as the new Credit Bureau Bank Account Enquiry are prevented from running inside Database Transactions since rolling back the transaction would rollback any records that were created in the ISServiceLog table that is used to audit all ext...
NEW: Bank Account Enquiry; added new functions to finClient and finClientFunctions
New functions have been added to the Business Layer for the new Bank Account Enquiry facility.
NEW: finClientFunctions; deprecated GetLatestCreditEnquiryLog, added GetLatestCreditEnquiryResponse
The Business Layer object finClientFunctions, accessed as finBL.ClientFunctions, has been updated as follows:
NEW: Decision Logic; Interface added to retrieve Bank Statement interface
A new interface has been added to retrieve Bank Statement information via DecisionLogic's services.
FIX: Grids; Grids that allow Row deletions, but not updates, show Copy cell above/ below in right click menu
Grids that allow Row deletions, but not updates, show Copy cell above/ below in right click context menu.
NEW: Statement Reversals; added new Script event to handle additional processing requirements
A new Script event has been added for Statement Reversals to handle additional processing requirements.
NEW: WBC Payway Bank Import: changed the import mapping of the Transaction Reference field
In the WBC Payway Bank Import, the Transaction Reference field now imports from the "ReceiptNumber" column.
NEW: Statement Generation; event scripting enhanced
The event scripting for Statement Generation has been enhanced.
NEW: Business Layer; CreateAccountStatementCycleChange has been deprecated
The Business Layer function CreateAccountStatementCycleChange has been deprecated and replaced with CreateAccountStatementChange.
FIX: New Account wizard; Policy Type dropdown on the Name page under Account Related Insurance was not populated
In the New Account wizard, the Policy Type dropdown on the Name page under Account Related Insurance was not populated from the "InsurancePolicyTypes" Information List.
FIX: New Company wizard; incorrectly sets icon for Contact Method "WEB"
In the New Company wizard the icon for Contact Method "WEB" is incorrectly set to "Web", it should be "Website".
FIX: Exporting Grid data; "Analyse with Excel" or "Publish to Word" may popup with a Save Dialog before opening Excel or Word
Exporting grid data using "Analyse with Excel" or "Publish to Word" may popup with a Save Dialog before opening Excel or Word.
NEW: Intelligent Technologies SMS service; Rebranded "ClickSend"
The Intelligent Technologies SMS service has been rebranded "ClickSend".
NEW: Address Links and Summary Pages displaying Google Maps do not function correctly
Changes to both Internet Explorer and Google Maps have caused incompatibilities with the Microsoft Web Browser control used within finPOWER Connect to display maps.
NEW: Centrix NZ; Renamed the "Individual Enquiry" Credit Enquiry "Consumer Enquiry"
The Centrix Credit Enquiry service "Individual Enquiry" has been renamed "Consumer Credit Check".
NEW: Workflows; Workflow Types now allow a Category against Users
The following changes have been made to Workflow Types, Users:
NEW: New permission keys added to prevent changes to individual Credit Limits
The following permission keys have been added which prevent a User cancelling or revising Credit Limits via the User Interface:
NEW: Page Sets; Functionality added to show address search form
New PageSet functionality allows the standard Address Search form to be shown. This form shows the results of a search and allows the search to be broadened, e.g., street number to be removed.
NEW: Scripts; Script Snippets added
Intersoft now provide Script Snippets in a special /Snippets folder which is installed under the /Templates folder.
FIX: Process, Credit Bureau Defaults wizard; built-in script not working correctly
The Process, Credit Bureau Defaults wizard built-in summary page script was not working correctly.
NEW: Workflows; 'Perform Actions' and 'Add Log' buttons from Task Manager now copies specified Log file to the Document Manager
When performing an action that creates a Log or adding a Log to a single Workflow via the Task Manager, entering a File Name for the Log will, when completing the wizard, act as per the Global Settings, Document Manager, General setting, i.e., either do n...
FIX: Page Sets; Rebinding a grid and then calling a VirtualDataRefresh does not work as expected
Rebinding a grid using the VirtualDataBind method and then calling a VirtualDataRefresh straight afterwards does not work as expected. The grid would not necessarily display the correct values.
NEW: Workflows; Wait and Review periods can now be relative to dates other than the current date
Wait and Review type Workflow item periods can now be relative to dates other than the current date. Valid base dates are now:
NEW: Transaction Reversals; added new Script event to handle additional processing requirements
A new Script event has been added for Transaction Reversals to handle additional processing requirements.
FIX: ISKeyValueList.GetString; if value is a Double and NAN it now returns a blank string
The Business Layer function ISKeyValueList.GetString was returning "NAN" if the value stored is a Double value type with a value of NAN (Not a Number).
NEW: Credit Bureau; default Service for Credit Enquiries can now be defined under User Preferences
The default Service for Credit Enquiries and Bank Account Enquiries can now be defined under User Preferences. This is found under User Preferences, Clients, Credit Bureau page.
NEW: Business layer finScriptFunctions class updated to ease creation of Summary Pages from Scripts
The following methods in finScriptExecutable have been updated so that if no ScriptContextData is provided or, if the ScriptContextData contains no 'Target' property, a Target of 'Form' is assumed. This allows Scripts to more easily generate Summary Page...
FIX: Workflows; User Defined data not using default values defined on Workflow Type
When a new Workflow is created, the User Defined data is not being initialised to the values defined on the Workflow Type.
NEW: Business Layer; now includes a function to create an ISAddressDetails object from raw text
The Business Layer now includes a function to create an ISAddressDetails object from the raw text of an unstructured/ unformatted address.
FIX: Close Accounts wizard; minor user interface issue corrected
Minor user interface issues have been corrected in Process, Close Accounts wizard.
FIX: Email and SMS Messages; Account tags not be replaced
Account tags in Email and SMS messages are no longer being replaced.
FIX: New Account Wizard; Payment Method dropdown not populating
The Payment Method dropdown in the New Account Wizard, Other Details page, might not populate correctly under the following circumstances.
NEW: VedaXML NZ; add Load Defaults service
Load Consumer/ Individual Defaults service for Veda NZ has been added.
FIX: Information Lists; LoanLogMonCatSubjects description incorrectly spells "Category"
The "LoanLogMonCatSubjects" Information List incorrectly spells "Category" as "Catgeory".
FIX: Account Monitor Category Review drilldown form; grid options incorrect
The Account Monitor Category Review drilldown form had incorrect grid options.
FIX: Credit Bureau Defaults; Suspending Defaults for an Account crashes finPOWER Connect
Suspending Credit Bureau Defaults for an Account may cause finPOWER Connect to crash with the message "Unhandled except caught. Key does not exist in collection".
NEW: Account Standard Transactions; now support User Data
Account Standard Transactions now support User Data through the Business Layer.
NEW: Task Manager; added new column for Account Type in the Workflows grid
A new column, "Account Type", has been added to the Task Manager, Workflows grid.