finPOWER Connect 2.03.00 Released

Thursday, 9 July 2015

We are pleased to announce the release of finPOWER Connect version 2.03.00.

To upgrade to this latest version please contact your authorised Intersoft Reseller or see the Downloads page.

This is a major release, including changes to the database and many new features. Please take your time reviewing the changes and discuss with your Intersoft Dealer before upgrading.

Some of the highlights are:

  • Credit Enquiry Add-On.
    • Services now included in the base system and therefore no longer part of the Credit Enquiry Add-On.
      • ABN Lookup (Australia).
      • NZ Companies Office (New Zealand).
      • Centrix (New Zealand).
    • New VedaConnect Vedascore Apply Service added for Australia.
    • New option on the Credit Report to show a warning if the Report is "out-of-date".
  • Centrix (New Zealand only).
    • All Centrix Credit Enquiry services are now available for all finPOWER Connect users.
      • Centrix Sign-up button added to Global Settings.
    • Consumer Product Enquiry updated to latest specification.
      • Name Only Insolvencies are now supported.
      • Identity Verification dataset has been retired and there is now a separate PEP Watchlist dataset.
      • New Enquiry Reason "PEP Watchlist". This allows a separate PEP Watchlist check to be made.
      • A Credit Report can now include optional PEP Watchlist and DIA Passport verification.
    • Added Wheels Search for enquiring on Motor Vehicle details, PPSR Interests and Valuation information.
      • This service requires the Security Register Add-On.
  • Security Enquiries.
    • "MotorWeb" Add-On renamed the "Security Enquiry" Add-On.
    • Simplified Global and User settings for MotorWeb, including moving some options to a new Security Enquiry Settings page.
    • Security Enquiry wizard replaces the MotorWeb Enquiry form. This allows more flexibility for future services.
    • New Centrix Wheels Search service added.
  • Bank Account Enquiry Add-On.
    • "Bank Statements" interface added for New Zealand Banks.
    • No longer rely on a Client Log. Instead Service Logs are used to store and update an Enquiry.
      • This allows Applicants or ad-hoc Bank Account Enquiries to be performed.
    • "Pending Bank Account Enquiries" wizard, under the Clients menu, has been replaced by the "Pending Service Requests" wizard found under the Process menu.
      • This wizard includes other non-Bank Account Enquiry requests that go through a "In Progress" state.
  • New Zealand CCCFA Changes.
    • Loan Contracts updated for June 2015 amendments.
      • New option added to print the Branch's logo.
    • Added "Licence Name" to Entities to compliment the Licence Number. Known as "Financial Service Provider Register" Number and Name in New Zealand. Also applies to Australia.
    • Added Dispute Resolution Scheme to Entities, and updated Loan Contract to use. Also can be used in Australia.
    • Repossession Documents, updated for June 2015 amendments.
    • Loan Statement, added optional Minimum Payment warning for Revolving Credit Loans.
  • Account Types.
    • Promotions can now be filtered by a range of Branches and Brokers.
  • Account Applications.
    • Added Tax and Other Information page to the standard Applicant wizard.
  • Gender.
    • Added options for Indeterminate and Intersex types.
    • Credit Enquiry wizard now highlights if Gender entered is different from that being sent to the Credit Bureau - as Credit Bureaus only currently support Male, Female and Unknown.
  • Banking.
    • Australian BSB list updated to June 2015.
    • New "Token" Payment Type. This is used in the new "WBC QuickBatch (Credit Card)" export service.
    • New "WBC QuickBatch (Credit Card)" export service added for Australia.
    • New "WBC QuickBatch" import service added for Australia. Handles the corresponding response file from the "WBC QuickBatch (Credit Card)" export service.
    • New "BNZ CSV" import service added for New Zealand. This supports both the original and new "Full" CSV file formats from the BNZ.
    • New "Kiwibank GIFTS (Direct Credit)" and "Kiwibank GIFTS (Direct Debit)" export services added for New Zealand.
    • New "WBC Business Online CSV" import service added for New Zealand.
  • Security Types.
    • Added Category and User Flag A and B.
  • Workflows.
    • New action to locate a Workflow in the Task Manager.
    • Summary Page updated to fix issues with multiple outcomes being displayed, to support a new "Compact Item View" mode and to display more information.
    • New "AfterItemGroupBegin" Script event added.
  • Decision Cards.
    • Scores can now include up to 4 decimal places. This makes it possible to return an Interest Rate, for example.
  • SMS Services.
    • Auditing enhanced and updated to make more consistent.
    • ClickSend SMS Service.
      • Reply to Phone Number can now be defined. This provides better tracking and separation of SMS messages.
  • Scripting.
    • Business Layer help is now included in the Setup package and is installed in the installation folder.
    • Whilst in the Script editor, pressing Alt+F1 performs a context sensitive help search.
  • Service Logs.
    • Major changes to ISServiceLogs Database table, Business Layer functionality and how this information is used.
    • Service Log form updated to show new information. Audit Page added.
  • Audit Search wizard.
    • Moved from Tools menu to Reports menu.
    • Updated to include changes for the Security Enquiry Add-On and Service Logs.
  • Purge wizard.
    • Audit Log and Service Log separated into two separate pages.
    • Service Logs; new "PurgeAction" on ISServiceLog records help automate purging of this table.
  • Web Services.
    • Test Web Services form now allows a Proxy Server to be defined.
    • New Business Layer functions added to build and parse JSON text.

For a full list of all the release notes click here.