finPOWER Connect 3.03.00 Released

Friday, 1 May 2020

We are pleased to announce the release of finPOWER Connect version 3.03.00.

This is a major release, including updated database and many new features. Please take your time reviewing the changes before upgrading.

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

Some of the highlights include:

  • New Zealand High-Cost Consumer Credit Contracts
    • Added functionality to handle changes for NZ High-Cost Consumer Credit Contracts
    • See separate guide for full information
  • Accounts
    • New Close Method "Cancelled" added to better handle where an Account is cancelled
    • Comparison Rate "Maximum Rate" now stored on Account so fixed at the point the Account was opened
    • Alert Messages enhanced to include Client Alert messages and displayed in more places
  • Account Applications
    • Added Preferred Name for Applicants
    • Added web Nickname and Image for Applicants
  • Clients
    • Added Preferred Name
    • Web page
      • New option added to force a Client to change their web password next time they log on
      • Added Nickname and Image
  • Pools
    • Code now supports up to 20 characters (was 10)
  • Cost Centres
    • Services moved from Global Settings to Cost Centres
      • Adobe Sign (Electronic Signatures)
      • DocuSign (Electronic Signatures)
      • MotorWeb
      • NZ Government
      • Secured Signing (Electronic Signatures)
  • Credit Bureaus
    • Centrix
      • Updated Logo
      • Added 'Fraudshare' product
      • Removed "Bureau Header ID Verification" product
    • Equifax
      • Updated Logo
  • Task Manager
    • Workflow Alerts added
    • Tasks can now be moved forward 1 year
  • Account Types
    • Product Type can now be modified even if Accounts belong to the Account Type
    • New Comparison Rate "New Zealand Rate of Charge"
    • Comparison Rate now supports future date change
  • Branches
    • Added support for Google Places Id
  • Decision Cards
    • Public variables in script code are now available when editing Rules
  • Documents
    • Code now supports up to 20 characters (was 10)
    • Updated "Account Payment Revision Advice" to a Word Document file type
  • Elements
    • Added "Default Fee" flag to distinguish better normal and default Fees
    • Code now supports up to 20 characters (was 10)
  • Resources
    • New Admin library
  • Scripts
    • Code now supports up to 20 characters (was 10)
    • New Code snippets
  • Statistic Types
    • Added User Flag A and B
  • Auditing
    • External Party pages now audited
  • HTML Widgets
    • Better handling of high DPI monitor scaling
    • New HTML Widgets
      • Credit Sense Bank Account Enquiry
      • Equifax (NZ) Individual Credit Enquiry
      • illion (NZ) Individual Credit Enquiry
      • NZBN Enquiry
      • Import Bank Transactions wizard
      • Bank Entry wizard
      • Bank Suspense Items wizard
    • Grids
      • ColumnCaption method added to update a column's caption
      • Added support for showing Standard Ranges in editable columns
      • New "notApplicable" property for a Cell
  • Client Connect Sample Portal
    • "No Accounts" message added
    • Add Account "Nickname" and image
    • New constant to specify maximum days for Account Close quotation

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