Bookmarking Records in finPOWER Connect 3

Tuesday, 7 June 2016 by Paul Hammond

The ability to bookmark records has been added to finPOWER Connect 3.

A bookmark icon in the top-right of applicable forms allows quick bookmarking of a record:

Clients form, unbookmarked

Business Layer Developer Documentation

Friday, 27 May 2016 by Martin Elsworth

We have made a number of guides and documents available on our website aimed at developers wishing to create Scripts, Web Services, Page Sets and Account Applications via our Business Layer.

Code Snippets

Wednesday, 24 February 2016 by Martin Elsworth

Code snippets are small blocks of reusable code that can be inserted into scripts, providing you with small code samples covering a range of Business Layer functions.

To view the available snippets, simply click the snippet icon in the toolbar at the bottom of the Script Code page.

Screenshot

The snippet code can be copied to the clipboard or inserted directly into your script by clicking the appropriate button on the Script Snippets form. Please note, snippets can only be inserted when the script is in Edit mode.

We have recently added several new code snippets, see knowledgebase article 13526.

Many more snippets will be added in finPOWER Connect version 3, due for release later this year, so if there is anything that you would like to see included then please let us know at support@intersoft.co.nz.

Latest Dealer Webinar - Bankstatements. com

Friday, 11 December 2015 by Paul Thompson

The latest Dealer Webinar focused on our New Zealand integration partner, Bankstatements.com.

Centrix Bureau Score

Wednesday, 4 November 2015 by Gavin Huet

Available from finPOWER Connect version 2.03.03.

finPOWER Connect now incorporates the new Centrix Bureau Score in Consumer Product Enquiry reports using the Centrix New Zealand service.

The Centrix Bureau Score has been developed by Experian, a leading global information services company, and it predicts the odds of an Account going into a "bad state" in the next 12 months due to:

  • 90 days+ in arrears
  • Default
  • Judgment
  • Insolvency

The Score can be used to assist in credit decision processes and it can result in faster, more accurate, and more consistent credit decisions.

Implementing ongoing Account Credit and Payment history recording

Monday, 19 October 2015 by John Rickard

Available from finPOWER Connect version 2.03.02.

finPOWER Connect can be configured to show a graphical representation of a Loan Account's ongoing Credit and Repayment history. It reflects where the Loan is being paid "as agreed", and highlights where the Loan has fallen overdue.

The idea is that at the end of each month a "Rating" for the Account is calculated, e.g. a "0" means not overdue, "1" means less than 30 days overdue, "2" means less than 60 days overdue etc. This way a diagram can be displayed showing the Rating History for an Account over time.

This provides a quick and easy way to visualise how the Loan has progressed through its life - it is very easy to see bad Loans.

Account History

Updating Software Versions, Depositors Module Webinar

Monday, 14 September 2015 by Paul Thompson

The latest Dealer Webinar covered a range of topics.

Website Refresh, Page Sets and Message Handler Webinar

Wednesday, 5 August 2015 by Paul Thompson

Each fortnight we conduct a Webinar with our Dealer network to highlight a few areas of finPOWER Connect that are new or offer significant benefits to clients.

Welcome to the Intersoft Blog!

Saturday, 1 August 2015 by Administrator

Welcome to the Intersoft Blog, the place where we will be posting helpful information on anything related to Intersoft including upcoming products, features, tips and tricks, etc.

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