View KB articles for v6.00.04 on the Intersoft support site
New Features
Basiq — Bank Account Enquiry service
New Australian Open Banking Bank Account Enquiry provider. With the customer's consent, Basiq retrieves their bank transaction data and produces affordability and statement reports against a Client or Account Application applicant, driven asynchronously via webhooks. Configured entirely on a Cost Centre; available on both Desktop and Cloud.
Akahu Apply — Apply Referrals & enhancements
The Akahu Apply Bank Account Enquiry service gains Apply Referrals — redeem a broker Referral Code to start an enquiry from an already-completed data share. Plus a Skip Landing Page option, institution filtering, Redirect URL validation, a 730-day history range, a Sign Up prompt, and inclusion in Data Retention processing.
Log Category — classify, filter, group and report on Logs
A new optional Category field on every Log type (Account, Account Application, Client, Security Statement, Security Statement Item, User), driven by per-type Information Lists. Filter and group Log List reports by Category, filter Task Manager folders and show a Category column, and filter Cloud Logs grids with category pills. No database change required.
Custom Service — script-driven HTTP integrations
A new built-in service (
finBL.CustomService) that lets a script issue outbound HTTP requests to any endpoint and have every call recorded automatically in the Service Log — with a rendered summary and optional linked record Log — instead of hand-rolling HTTP and auditing.
Interest in Advance — now generally available
The Interest in Advance module has been promoted out of Beta and is now fully supported. Configured per Account Type on the Interest Options page, it posts interest in advance and can adjust it for non-scheduled fees, payments and withdrawals.
Bank Import — Westpac One Business CSV files can now be imported
A new bank statement importer supports Westpac "One Business" CSV files (New Zealand), so transactions from that format can be imported into the bank ledger.
Business Layer — Markdown ↔ HTML conversion
New business-layer functionality can convert HTML into Markdown and parse Markdown into HTML, useful for scripts that exchange formatted text with external services (including AI).
Business Layer —
ISWebUtilities.SerialiseObjectToJsonStringForInlineScript
A new
SerialiseObjectToJsonStringForInlineScript method on ISWebUtilities serialises an object to a JSON string that is safe to embed inline within a script block.
Business Layer —
ISRuntime.MarshalAcrossScripts
New
MarshalAcrossScripts methods on ISRuntime help bridge object boundaries between different Script types.
Scripts form — new "Build Related" button
The Script Code page of the Scripts form gains a "Build Related" button to build related Scripts in one action.
Pending Windows Update detection — clearer diagnostics
finPOWER Connect now detects when pending Windows Updates may be the cause of a problem and surfaces a helpful hint.
Two places benefit: Script compilation now warns that it may fail if there are pending Windows Updates (22524), and the Unhandled Exception dialog now shows a hint suggesting a recent Windows update may be the cause (22580).
Permissions Explorer — permission visibility now matches licensing
The Permissions Explorer now shows permissions in line with the Add-Ons you are licensed for.
Many "Cloud" permissions were previously visible even without the Web Interfaces Add-On (22596), while the Cloud.Form.Entities permission was not appearing when not licensed for Entities (22572). Both have been corrected so the Explorer reflects your licence.
Licence — Customer Support Number changes prevented when updating a Licence
Updating a Licence can no longer change the Customer Support Number, protecting that identifier from accidental modification.
HTML Widgets — Log Edit; Object Type and Record Id populated from the Workflow
The Log Edit HTML Widget (
HtmlWidget_LogEdit) now populates the Object Type and Record Id from a supplied Workflow when they are not provided directly.
HTML Widgets — Product Warning displayed when a Product is selected
HTML Widgets now display a Product Warning, where one is required, when a Product is selected.
Cloud Client form — Details now shows Akahu Bank Account Enquiry availability
The Client form's Details section in Cloud now includes a row indicating Akahu Bank Account Enquiry availability.
Enhancements
AI — richer Record Insights (and now out of Beta)
Record Insights gets materially richer: tool calling for a Client's Accounts and Bank Transactions, access to the latest Bank Account Enquiry and Credit Enquiry, and a collapsible Table of Contents on the Source page. The Artificial Intelligence module also comes out of Beta and is now fully supported, plus fixes including AI working without the Cost Centres Add-On.
Cloud — Global Settings and User Preferences reimplemented as HTML Widgets
The Cloud Global Settings edit form (22542) and the User Preferences form (22543) have been converted to standard HTML Widgets, aligning them with the rest of the Cloud's widget-based forms.
Credit Bureau — Credit Sense (Version 2) Bank Account Enquiry supports existing Applications
The Credit Sense (Version 2) Bank Account Enquiry HTML Widget can now run an enquiry based on an existing Application, rather than always starting a new one.
HTML Widgets — User Dashboard 1; show all Quote / Unwanted / Declined Accounts
The User Dashboard 1 widget gains parameters that let Users in a Role see all "Quote", "Unwanted" and "Declined" Accounts, along with a new "Unwanted/Declined Accounts" section.
Banking Interface — Monoova; Dishonoured Reason and PayTo validation
For Monoova, the Dishonoured Reason is now persisted when getting the transaction status (22541), and PayTo Agreement validation has been updated (22528).
Credit Bureau — Equifax NZ; Consumer Enquiry no longer returns Electronic White Pages data
The Equifax NZ (VedaXmlNZ) Consumer Enquiry no longer requests or returns Electronic White Pages data.
Emails — validation message extended
The email address validation message has been extended to give more information about why an address was not accepted.
Security Enquiry — InfoAgent; Verify-failure message updated
The message shown when the InfoAgent Security Enquiry service fails to Verify has been updated to be clearer.
Bug Fixes
Dark Mode — multiple readability fixes
A group of Dark Mode readability issues across the Cloud have been corrected.
- Help pages now display correctly in Dark Mode.
- Permissions — Roles table contents are now readable.
- Client matching and comparison grids — highlighted values are now readable.
- Global Settings and User Preferences form display issues resolved.
- Rate Table — the "This rate is not tiered." message is now visible.
- Send Email Message wizard — the preview is now readable.
- Popup notes are no longer white text on a yellow background.
Grids — right-clicking the header row now shows the full menu
Right-clicking a grid's header row again displays the Layouts and Tools menu (22564); previously it could show only export options (22535).
Emails — unresolved merge-tag warnings now shown
The Email Wizard again displays a warning for unresolved tags (22527), and unresolved tags are highlighted in Email Document Create (22526).
Workflows — Bank Account Enquiry items for Akahu Apply could not be processed
Automatic Bank Account Enquiry Workflow items for Akahu Apply could not be processed (22578), and the equivalent items could not be actioned in Cloud (22577). Both are resolved.
Workflows — Bank Account Enquiry automatic items could fail to publish Email Documents
Automatic Bank Account Enquiry Workflow items could fail when publishing Email Documents. Resolved.
Bank Import — imports could fail to save due to the Bank Reference
A bank import could fail to save because of the Bank Reference value. Resolved.
Emails — [NoSignature] tag left behind when sending a Document as an attachment
When sending a Document as an attachment, the
[NoSignature] tag could be left behind in the email body. It is now removed correctly.
Web Services — PDF generation left orphaned msedge.exe processes on the IIS Web Server
Generating a PDF from HTML on Web Services could leave orphaned
msedge.exe processes running on the IIS Web Server. These are now cleaned up.
Scripts — Web Service (Web API); PDF responses set the correct content type
request.CreatePdfResponse and request.CreatePdfResponseFromHtml now set the correct content type when delivering a PDF file from a Web Service (Web API) Script.
Settings — Global Settings; GL and Accounting page now scrolls
The Global Settings GL and Accounting page now scrolls when its content exceeds the visible area.
Business Layer — Temporary Files; long-running Desktop sessions
Long-running Desktop sessions could have temporary files deleted while they were still in use. Resolved.
Summary Page Standard Blocks — Account LVR Summary; typo corrected
A typo in the "no Security Statement linked" warning of the Account LVR Summary standard block has been corrected.
HTML Widgets — Account Schedule; columns not populated when invoked via a Form Override
The Account Schedule HTML Widget's columns were not populated when it was invoked from the Desktop via a Form Override. Resolved.
Documents — Usage page; Akahu Email/SMS Document references not listed
The Document Usage page did not list Akahu Email/SMS Document references configured on Cost Centres. They are now included.
Electronic Signatures — Secured Signing; Get Field Data could fail with a database error
The Secured Signing Get Field Data action could fail with a database error before contacting Secured Signing. Resolved.
HTML Widgets — Monitor Category Change; history grid rows now coloured correctly
On the Account and Account Application Monitor Category Change widgets, history grid rows are now coloured by the Monitor Category Admin Library setting.
HTML Widgets — Google Address Lookups; Suburb not populating for some NZ addresses
Google Address Lookups still failed to populate the Suburb for some New Zealand addresses. Resolved.
Portals — #include in Pages and Script resources now works as expected
#include in Portal Pages and Script resources now works as expected, including preventing the same file being included multiple times.
Cost Centres —
IsServiceAvailableAnywhere did not consider all Services
finCostCentreFunctions.IsServiceAvailableAnywhere did not consider all Services. It now evaluates them all.
Portals — Portal Page form; Script editor not resizing correctly
On the Portal Page form's Script Code tab, the Script editor was not resizing correctly. Resolved.
Data Retention wizard — unhandled exception when deleting General Service Logs
The Data Retention wizard could raise an unhandled exception when deleting General Service Logs. Resolved.
HTML Widgets — Account Close; fees reversed when closing a Deposit
The Account Close widget was reversing fees when closing a Deposit. Resolved.
HTML Widgets — standard visibility fix to prevent a CSS glitch on first load
A standard visibility fix has been added to HTML Widgets to prevent a brief CSS glitch when first loading.
HTML Widgets — User Dashboard 1; Tasks calendar could group items under the wrong date
The User Dashboard 1 Tasks calendar could group items under the wrong date in non-UTC time zones. Resolved.
Cloud Client form — Logs grid; deleting or completing a Log could affect an Account Log
On the Client form's Logs grid, deleting or completing a Log could affect an Account Log. Resolved.
Range Lookup — Date columns displayed one day earlier than in Desktop
In a Range Lookup, Date columns could display one day earlier than the value shown in finPOWER Connect Desktop. Resolved.
Records view — Tab strip; thin horizontal line between a tab and the selected-tab bar
A thin horizontal line that could appear between a tab and the selected-tab bar in the Records view has been fixed.
Task Manager 2 — Monitored Accounts; confirmation shown before selection
When changing the Account Manager on Monitored Accounts, a confirmation box was shown before the selection was made. The sequence has been corrected.
Cloud Cost Centres — Service tabs with a User Override grid scrolled to the bottom
Cost Centre Service tabs that contain a User Override grid scrolled to the bottom on load and after Save. They now stay at the top.
HTML Widgets — Bookmarked Records; record list could fail to appear
Timing issues could prevent the record list appearing in the Bookmarked Records widget. Resolved.
Exporting to Excel — blank dates could show as -1
Exporting Grid or Report data to Microsoft Excel could show blank dates as
-1. Blank dates now export as blank.
Credit Bureau — Akahu Apply; Clear now releases the response Payload
Clearing an Akahu Apply response now releases the parsed response Payload object, freeing memory.
Credit Bureau — Akahu Apply; API Key now checked in Test mode
The Akahu Apply service now checks that the API Key is set up when running in Test mode, rather than failing later in the call.
Other Changes
- Updated components — various NuGet packages updated across finPOWER Connect and Web Services.
- ActiveReports — the reporting component has been updated to version 19.3.0.
- Actipro SyntaxEditor — the Script Editor component has been updated to version 25.1.2.
- BankShortNames Information List — the system Information List has been updated for Australia and New Zealand.