finPOWER Connect v6.00.04
v6.00.04 broadens Open Banking with a new Basiq Bank Account Enquiry service for Australia and Apply Referrals for Akahu Apply in New Zealand. AI Record Insights gets richer — tool calling for a Client's Accounts and Bank Transactions, and access to the latest Bank Account and Credit Enquiries — and the AI module comes out of Beta. A new Log Category field lets you classify, filter, group and report on Logs, a new Custom Service gives scripts audited HTTP integrations, and the Interest in Advance module is now generally available.
View KB articles for v6.00.04 on the Intersoft support site
Highlights
Basiq — Bank Account Enquiry
New Australian Open Banking service that retrieves consented bank data and produces affordability and statement reports, driven asynchronously via webhooks.
Akahu Apply — Apply Referrals
Redeem a broker Referral Code to start an enquiry from an already-completed data share, plus Skip Landing Page, institution filtering and a 730-day history range.
AI — richer Record Insights
Record Insights can now pull a Client's Accounts and Bank Transactions on demand through tool calling and reference the latest Bank Account and Credit Enquiries — and the AI module comes out of Beta and is fully supported.
Log Category
Classify Logs across all record types, then filter, group and report by Category in Reports, the Task Manager and the Cloud Logs grids — with no database change.
Custom Service
A built-in service that lets scripts make outbound HTTP calls to any endpoint with automatic Service Log auditing and a rendered summary — no hand-rolled HTTP.