Business Layer Training
The Intersoft Support Code Team will be creating weekly training content to help developers create Scripts using the finPOWER Connect Business Layer. Each week we will post a new blog article focused on an area of the Business Layer, along with a video demonstration and associated resources.
rPPSR Changes - Supporting the G2B
Amongst other challenges, finPOWER Connect needs to support the G2B interface until the new rPPSR goes live on the 2nd July 2018, and after this date to continue to support existing G2B Transactions stored in finPOWER Connect.
Some of our goals, therefore, included:
- It must be simple to switch to the new rPPSR on the go live date.
- Existing PPSR Transactions created via the existing G2B interface must still be supported.
rPPSR Changes - Introduction
The existing PPSR in New Zealand is being replaced with a new system, the rPPSR (Replacement PPSR), and is due to go live on 2nd July 2018.
This move is being driven by the Ministry of Business Innovation and Enterprise (MBIE) and is designed to replace the reliable but aging platform that, whilst world leading when it was released in 2002, has increased risks and costs associated with ageing technology.
Here, at Intersoft Systems, we have been working towards this change for the last 12 months, and are committed to developing a state of the art interface to the rPPSR.
In this first Blog article, we will introduce some of the changes made to the rPPSR.
Account and Client wizards in finPOWER Connect Cloud
Certain forms within finPOWER Connect Cloud are fixed, e.g., the Client Log form.
Others forms, however, are implemented as system-supplied HTML Widgets and can be substituted by custom HTML Widgets, thereby allowing an unprecedented level of customisation.
Three new forms are the Account Credit Limit Change, Account Monitor Category Change and Account Statement Change wizards.
Management Dashboard Reporting in finPOWER Connect Cloud
Management Reports are available to finPOWER Connect Cloud in the form of HTML Widgets and can be viewed in the form of interactive Dashboards.
Several of these reports are supplied with finPOWER Connect and these can be used as-is or as a starting point for creating your own, customised, reports.
Customising Themes via a Script
The finPOWER Connect Cloud theme can now be customised via a Script.
This allows different colours and/ or logos to be defined based on the signed in User, e.g., a Dealer or Broker-based theme.
HTML Widget Controls
Controls for HTML Widgets are now provided to make creating HTML Widgets easier and to provide functionality required to implement customisable forms in finPOWER Connect Cloud.
The Records View in finPOWER Connect Cloud
Records, such as Accounts and Clients, can be opened from many sources, e.g., via a Search, or a hyperlink on a summary page.
The "Records" view is where records are displayed and, as such, is where users will likely spend the majority of their time in finPOWER Connect Cloud.
Reporting in finPOWER Connect Cloud
The ability to run reports and export report data has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.
Tasks and Smart Lists in finPOWER Connect Cloud
The ability to view and manage tasks has been added to finPOWER Connect Cloud, our Web-based version of finPOWER Connect.