Account Application Logs are now included with related records

Account Application Logs have always included related records, e.g., an Applicant's Logs have always included any Client Logs (providing the Applicant is linked to an existing Client) that were added during the life-span of the Account Application.

However, this was a one-way link and there was no way to easily view Applicant Logs from the Clients form. In certain places, e.g., when a Credit Enquiry was performed for an Applicant, a Log would be added for both the Client and the Applicant.

This behaviour has changed. Client Logs now include all related Applicant Logs, thus avoiding the need to add a duplicate Client Logs in situations such as Credit Enquiries.

The following Logs grids (and their related business layer collections) have been updated to include related Logs:

• Clients (and External Parties)
• Includes Applicant Logs where the Applicant is linked to the Client.
• Accounts
• Includes Account Application Logs from the Application that created the Account.

NOTE: Audit Logs from the Account Application are NOT included in these collections and the Log Counts (Logs to Action/ Publish) do not include Account Application Logs, only those on the main record being displayed.

The Logs grids have been updated to show a 'Log Class' icon (as per the Workflows form) so it is easy to distinguish between different Log sources, e.g., Client versus Applicant Logs. This column is only visible by default if licensed for the Account Applications Add-On.

NOTE: The LogsLoad method on the corresponding business layer method (e.g., finClient.LogsLoad) now contains an optional parameter to restrict to the main Logs only, i.e., only include Client Logs for a Client and NOT Applicant Logs. This can be used by Scripts and external applications but is not used internally; the collection will always contain Applicant Logs.

The following business layer methods will no longer create both a Client and Account Application Log:

• finCreditBureau.ExecuteBankAccountCreateRequest
• Creates an Account Application Log linked to the Applicant if fun from an Account Application; no longer creates a Log for the associated Client.
• finCreditBureau.ExecuteCreditEnquiry
• Creates an Account Application Log linked to the Applicant if fun from an Account Application; no longer creates a Log for the associated Client.