Release History
finPOWER Connect 2.03.04
FIX: Workflows; Account Application; Generating Workflow Item per Applicant not working if a range of Account Roles is specified
Generating a Workflow Item per Applicant was not working if a range of Account Roles was specified for the Workflow Item but not explicitly defined on the Applicant (i.e., the default Account Role was being used, indicated by a blank tip on the Applicant...
FIX: Loan Overdue Report; "Clients" and "Overdue Payments" sections never included
In the Loan Overdue Report the "Clients" and "Overdue Payments" sections do not show when selected.
NEW: AccountClose; added FromXmlString function
A new function FromXmlString has been added to finAccountClose.
FIX: ISWordDocument.UpdateBookmarks may fail with a "Content positions need to belong to the same document"
The ISWordDocument.UpdateBookmarks function may fail with a "Content positions need to belong to the same document" exception. This may not be evident except that the Document script fails, but in the Debug Window this is shown.
NEW: Page Sets; New functions to show the PPSR Search wizard for Account Application Collateral Items
New functionality has been added to Page Sets to allow them to display the PPSR G2B Search wizard for an Account Application Collateral Item.
NEW: Account Applications; Collateral; PPSR Search functionality added
The buttons below the grid on the Collateral page of the Account Applications now allow PPSR Searches to be performed.
NEW: Client form, Files page; new Permission Key to deny access to this page if not the Client's Manager
A new Permission Key has been added to deny access to the Client form, Files page if the Client's Manager is not the currently logged in User.
NEW: Page Sets; New functions to show the PPSR Search wizard for Clients and Applicants
New functionality has been added to Page Sets to allow them to display the PPSR G2B Search wizard for either a Client or Account Application Applicant.
NEW: Page Sets; New functions to show the Credit Enquiry wizard for Clients and Applicants
New functionality has been added to Page Sets to allow them to display the Credit Enquiry wizard for either a Client or Account Application Applicant.
NEW: Account Applications; Collateral; Security Enquiry functionality added
The buttons below the grid on the Collateral page of the Account Applications now allows Security Enquiries to be performed.
NEW: Account Applications; Collateral Item wizard; Insurance details added
An "Insurance" page has been added to the Account Applications, Collateral Item wizard.
FIX: Account Applications; Applicant Name may not show in Applicants grid or on Key Details page
If an Account Application Applicant had only a first name and a Client Type was not explicitly specified for that Applicant, the Name column on the Applicants grid and on corresponding Summary Pages was blank.
FIX: Summary Pages (Version 2); Custom form action links not rendering correctly which produced errors on Page Sets and External Party Organiser forms
Summary Table Actions added via the ISSummaryTable.Actions.AddFormCustomAction did not render correctly in HTML pages.
NEW: HTML Summary Pages (version 2); Code columns tweaked to prevent them getting wider if possible
The HTML Summary Page String Builder object (finHtmlSummaryPage2StringBuilder) has been updated so that any data tables containing only fixed width columns will only attempt to apply a column width for very narrow columns such as Icon columns.
FIX: Queues; Report preview form not being closed despite Queue settings
On the Defaults page of the Queues form, there is a setting to "Close Preview Form after Report has run?".
NEW: Security Enquiries; added Centrix Confirm Owner (New Zealand only)
A new service has been added to Security Enquiries, Centrix Confirm Owner. This service allows you to specify the Plate or VIN of a Motor Vehicle and then details of the owner, to check if they are the registered owner of the Motor Vehicle (as recorded on...
FIX: Account Applications; Key Details page; Applicants block; Hyperlink created even when Applicant not linked to a Client
A hyperlink to open the Clients form was always created in the Account Application Key Details page, Applicants block.
NEW: Workflows; finWorkflow object now has an IsOnHold property
The finWorkflow business layer object now has an IsOnHold read-only property.
FIX: Workflows; Multiple Client Workflows of the same type can be added to a Client regardless of the Workflow Type setting to disallow this
Workflow Types have an option to "Allow multiple 'Open' Workflows of this type" on the General page.
NEW: Form Details report updated to show the Application Shortcut that was used to open the Form
The Form Details report which is displayed by right-clicking a form tab and doing Special, Form Details, has been updated to show details of the Application Shortcut that was used to open/ re-open the Form.
FIX: Security Enquiry, Centrix NZ Service, Wheels Search; displays COF status incorrectly
The Centrix NZ Wheels Security Enquiry Search was displaying incorrect information in the Vehicle details section if the vehicle was subject to COF and not WOF.
NEW: Addressing Countries; support added for United States of America
Addressing support has been added for United States of America.
FIX: Bank Account Enquiry; cannot send a "Bank Statements" Bank Account Enquiry Email or SMS from the Client Log form
A "Bank Statements" Bank Account Enquiry Email or SMS cannot be sent from the Client Log form.
FIX: Account Restructure; Balloon payment cannot be changed
In the Account Restructure wizard the Balloon Payment may not be able to be amended.
NEW: Tax Certificates; implemented for Fiji and Papua New Guinea
Tax Certificate functionality is now available for Fiji and Papua New Guinea.
NEW: Account Exception Report; "End of Year Tax" option should use Country Tax Year, not Entity Tax Year
Tax Certificates use the Tax Year based upon the Country defined for the database - rather than that defined under each Entity.
FIX: Security Item form; Land entry "Date Discharged" caption truncated on high DPI monitors
On the Security Item form for Land items the "Date Discharged" caption may be truncated on high DPI monitors.
NEW: Database Upgrade wizard; Summary Page on final page updated to Version 2
The Database Upgrade wizard has been updated so that the summary on the final page is consistent with Version 2 Summary Page styles.
NEW: Account Applications; Collateral; Security Enquiry functionality added
The buttons below the grid on the Collateral page of the Account Applications now allows Security Enquiries to be performed.
NEW: Account Applications; Applicants page; "Enquiries & Decisions" block now shows Security Enquiries
The "Enquiries & Decisions" block on the Account Applications form, Applicants page shows a summary of Applicant Logs and also recent Client Logs.
NEW: Page Sets; Grids; Grid rows can now be hidden
Page Set Grid rows can now be hidden.
NEW: Clients form; A count of 'Incomplete' Accounts is now displayed and incomplete Accounts are bolded on the Accounts page
A count of 'Incomplete' Accounts is now displayed and incomplete Accounts are bolded on the Accounts page.
FIX: Cheques; Reversing a lodged Cheque Payment incorrectly states "Cash" in the message
Reversing a lodged Cheque Payment incorrectly states "Cash" in the message.
NEW: ISList; enhanced functionality of "From" functions
The finPOWER Connect Business Layer object ISList has been enhanced as follows.
NEW: Account Applications; Updating of pre-loaded and new Contact Address and Contact Methods improved
When an Account Application Applicant is pre-loaded from an existing Client, the primary key of the contact method or address that the property has been loaded from is now recorded in a property with an 'Original' suffix, e.g., ContactEmailPkOriginal.
FIX: Page Sets; Refreshing a DBComboBox, e.g., from a Standard Range, may clear the Page Object's value
Refreshing a DBComboBox, e.g., from a Standard Range, may clear the Page Object's value.
NEW: New Code Snippets added
The following Code Snippets can now be pasted into Scripts:
FIX: Workflows; Constants from Key Details Script not being passed to Summary or Item Summary
Constants defined in the Workflow Key Details Script were not being passed across to the corresponding built-in or custom Workflow Summary Script.
NEW: ISList.RemoveDuplicates; updated comments
The comments for the finPOWER Connect Business Layer function ISList.RemoveDuplicates have been updated to make it clearer what the function does and doesn't do.
FIX: Approve Disbursements wizard; may fail with an unhandled exception error
The Approve Disbursements wizard may fail with an unhandled exception error if approving a Disbursement for a Deposit Account.
NEW: Account Applications; Ability to hide button in temporary Account Summary plus Page Set functionality to display temp objects
The following changes have been made to allow Account Application functionality to be utilises more easily via Page Sets.
FIX: ISFileUtilities; fixed issue with GetFileNameCleaned function
The finPOWER Connect Business Layer function ISFileUtilities.GetFileNameCleaned was incorrectly removing comma and percent sign characters.
NEW: ISFileUtilities; FileExists function enhanced
The finPOWER Connect Business Layer function ISFileUtilities.FileExists has been enhanced to do a quick check and if file name starts with "http://" or "https://" it immediately returns False.
NEW: Client AKAs; new Business Layer function to add or update an existing AKA
A new Business Layer function has been added to add or update an existing AKA.
NEW: Client Statistics Set; new functions to save and load to an XML string
New Business Layer functions have been added to the Client Statistics Set object, i.e. finClientStatisticsSet, to save and load to an XML string.
NEW: Account Applications; Built-in Account Application Summary page; Applicants block updated to show Role and Contact Methods for Applicants
The built-in Account Application, Applicants block has been updated to show Role and Contact Methods for Applicants.
NEW: Account Transactions; added AuthorisedUtcDate property to finAccountTransaction and finBatchViewTransaction
AuthorisedUtcDate property has been added to the finAccountTransaction and finBatchViewTransaction objects in the finPOWER Connect Business Layer.
NEW: Client Statistic Items; added VerificationUtcDate property to finClientStatistic
VerificationUtcDate property has been added to the finClientStatistic object in the finPOWER Connect Business Layer.
FIX: Credit Bureau Defaults; may show Credit Bureau block etc. when not using
Credit Bureau Defaults may show within finPOWER Connect even when not using.
NEW: Accounts form, General page; Account Promotion description truncated
On the Accounts form, General page, the Account Promotion description can be truncated. It is now resized to the width of the form.