finPOWER Connect 4.00.02 Released

Thursday, 29 June 2023

We are pleased to announce the release of finPOWER Connect version 4.00.02 dated 27 June 2023.

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

Version 4 of finPOWER Connect does not include any database changes and therefore there is no database upgrade.

WARNING: Although a database can be opened in version 3.4.x and 4.0.x we only recommend you do so whilst testing changes. New features in version 4.0.x may not be backwards compatible with earlier versions.

Some of the highlights are:

  • Countries
    • Added Country support for Samoa
    • Added Country support for Tonga
  • Quick Search 2
    • Now supports hashtags in record Notes
  • Clients
    • Added new "Hardship" status
    • Politically Exposed Person (PEP) Status and Date added
    • Client Image now supports MP4 video
  • Accounts
    • Deposit Accounts now record audit information on Interest Transactions when Closing Account
    • Deposit Interest Transaction Reversal
      • Withholding Tax Type on reversed Transaction may be incorrectly set to Null
    • Payment Transfer
      • Date Cleared is now transferred to the new Account
    • Added new properties to Account Payment to enhance scripting
  • Account Minimum Payment Change
    • Now supports scripting
    • Cancel now supports scripting
  • Account Monitor Category Change
    • New option to audit changes
    • Cancel now supports scripting
  • Interest Payouts
    • Added Activity Log audit record
    • Option added to automatically send Bank Transaction via Zepto
  • Account Processes
    • Was closing Loan accounts instead of setting to Closed (Pending)
  • Secured Party Groups
    • Code increased from 5 to 10 characters
  • Phone Number Validation
    • Added validation logic for Fiji, Papua New Guinea
    • Enhanced validation logic for Australia and New Zealand
  • Documents
    • Added "File Category" for Document Manager files
    • Updated to implement File Category
      • Account Letter
      • Client Letter
  • Document Manager
    • File Categories
      • New option to define standard File Categories via Information Lists
      • Various changes to improve interface with regards File Categories
        • E.g. to move Files between Categories
  • Workflows
    • "Allocate to User" Item Type now support clearing the current User
  • Task Manager
    • New Global Settings to hide system folders and disable folder counts
    • Task Manager 2
      • New "Bookmarked" and "Recently Records" system folders
      • Folders can now define a 'Summary Page (version 2)' Script to produce the item summary
      • New "Quick Search" folder type to show a saved search
      • Monitored Accounts folders can now be configured to allow Monitor Category to be updated for multiple selected Accounts
  • Compliance Reporting
    • Added Compliance sub-menu under Processes menu
      • Includes
        • Configuration Security Report
        • PCI DSS Compliance Report
        • NZ AML Report
    • PCI DSS Compliance Report
      • Updated to version 4.0
    • NZ AML Report
      • Elements; "Include as revenue in AML Reporting?" option added
  • Australian Annual Investment Income Report (AIIR)
    • Updated to version 13.0.3
  • Credit Bureaus
    • Populate new Politically Exposed Person (PEP) Business Layer properties
    • Centrix
      • Biometric Verification
        • Enhanced Name handling logic
        • Identification Image and Liveness video download now supported
        • New option to add or update the Client Image
        • Identification document images are now resized and converted to JPG format
    • Equifax NZ
      • Consumer Enquiry
        • Added support for One Score, including Key Contributing Factors block
  • Bank Account Enquiries
    • Completed Bank Account Enquiries now set a Log Action Date
  • Bank Interface
    • Zepto (formerly Split Payments) Australia
      • Added Channel to Make Payment request
  • Electronic Signatures
    • Secured Signing
      • New Alerts
      • New Status Columns for ID Verification
      • Added button to open the ID Verification report
  • PPSR Interface Add-On
    • Simplified version now available for all Countries
  • User Logs
    • Can now be "Repeated" on a specified cycle
  • HTML Widgets
    • (Limited) Record Bookmarking implemented
    • New Widgets
      • Product Type Edit
      • Secured Party Group Edit
      • Log Edit form. Previously this was a customer form, but has been rebuilt as an HTML Widget
      • Account Related Security Statements HTML Widget
      • Workflow Item Bank Account Enquiry Review HTML Widget
      • Annual AML/CFT Report
    • Updated Widgets
      • New Client Widgets
        • Identification now supports paste Name and Date of Birth
      • Account Schedule
        • "Overdue" column now added as default for Loan Accounts
      • Process Direct Debit Payments wizard
        • Value can now be updated
      • Account Refinancing
        • Full Refinancing is now handled by the Account Close and New Account HTML Widgets
      • External Party Edit
        • "Show only related Accounts when selecting Disbursement, Commission and Securitisation Accounts?" Global Setting is now respected
      • Centrix Individual Credit Enquiry
        • Now supports Biometric Verifications
      • InfoAgent Security Enquiry
        • Previous Report option now available
    • Override Forms
      • Account Transaction Edit Reference and Notes form can now be overridden with a Widget
      • Account Restructure wizard can now be overridden with a Widget
    • Controls
      • New widget.Minimise() method
      • New widget.UI.Button control
      • widget.UI.DocumentManagerComboBox now has Buttons and ButtonsDefine methods
      • widget.UI.DateTimeZone control has new .ValueSetNow() method to set value to current date and time
      • widget.UI.InformationListComboBox; New method SetLogOutcomeComboFromSectionedInformationList()
      • widget.js; JavaScript Polyfil functionality required for Internet Explorer has been removed
  • Excel
    • Numbers are no longer parsed when loading a CSV file
    • GetString returns unexpected exponential value when a large number stored in Cell
    • Added Get and Set functions for Long values
  • Scripting
    • Go To Definition functionality extended
    • Snippets
      • Various enhancements, including
        • Alternate folder location can now be defined
        • Sub-folders now supported
        • Support for Template Text
        • New option to create a snippet directly from Code or Template Text
        • Filter text is now highlighted in code
  • Service Logs
    • Information stored in Service Logs enhanced to better track versions for some Services
      • APLYiD
      • InfoAgent
      • NZ Government
      • RealAML
      • Secured Signing
  • Auditing
    • Licence changes are now audited
    • Auditing of Pools added
  • WebView 2
    • Windows Update for WebView2 (Runtime version 114) causes Task Manager 2 to hang
  • finPOWER Connect Cloud
    • Log Edit form is now an HTML Widget
    • Security Statements can now be added independent of adding a new Account
    • Document Manager (Files tab) now supports File Categories
    • Hash tagging (for Quick Search 2) now shown as links in Notes for various records
    • Transactions can now be authorised
    • Annual AML/CFT Report (New Zealand) now available

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