NEW3.00.06 · Released 29 June 2017
High Importance
NEWfinPOWER Connect
Released in
3.00.06
29 June 2017
  1. Opened11 May
  2. Closed29 Jun
  3. Released29 Jun
Article 14676 Job J019003

Account Applications; added more flexibility for data capture

Data capture for Account Applications has been made more flexible by introducing a more hub-centric interface option.

Previously, one Page Set (or HTML Widget) could be defined for each Account Application Type. This meant all data entry would be done via this one Page Set (or HTML Widget).

NOTE: When using HTML Widgets for adding/ editing Applicants, Collateral or Quotes, the state of the add/ edit buttons is reversed, e.g., you can only add or edit an Applicant when the form is NOT is edit mode. This is because HTML Widgets can only ever deal with existing records that are saved to the database.

Page Sets will be passed actual Account Application objects, e.g., AccountApp (a finAccountApp object); HTML Widgets will be passed the primary key of the record, e.g., AccountAppPk (an Integer). Therefore: Page Sets SHOULD NOT save the Account Application but HTML Widgets MUST.

Now there are Data Capture Page Sets (or HTML Widgets) for:

Creation

This Page Set, if defined, will be used when the Account Application is initially added.

For example, you could use this to allow initial data, such as basic contact details, purpose, loan amount and payment frequency to be entered - allowing a simple quotation to be manipulated before confirmed and progressing further.

Note, if not defined the General Page Set will be used when adding a new Account Application.

General

This Page Set is used to enter general Application details. If not defined the Account Application form itself is used for data entry.

It could handle all data entry and no other Page Sets might be defined - which is the current behaviour.

Applicant

This Page Set is used to add or edit Applicant details.

If not defined the built-in Applicant wizard is used.

Page Set parameters:

  • AccountApp (finAccountApp)
  • ApplicantIndex (Integer)
    • -1 for a new record

HTML Widget parameters:

  • AccountAppPk (Integer)
  • AccountAppApplicantPk (Integer)
    • -1 for a new record
  • ReadOnly (Boolean)

Collateral

This Page Set is used to add or edit Collateral details.

If not defined the built-in Collateral wizard is used.

Page Set parameters:

  • AccountApp (finAccountApp)
  • CollateralItemIndex (Integer)
    • -1 for a new record

HTML Widget parameters:

  • AccountAppPk (Integer)
  • AccountAppCollateralItemPk (Integer)
    • -1 for a new record
  • ReadOnly (Boolean)

Quote

This Page Set is used to add or edit Quote details.

If not defined the built-in Quote wizard is used.

Page Set parameters:

  • AccountApp (finAccountApp)
  • CalculationIndex (Integer)

HTML Widget parameters:

  • AccountAppPk (Integer)
  • AccountAppCalculationPk (Integer)
    • -1 for a new record
  • ReadOnly (Boolean)

Review

This Page Set is used in place of the "General" Page Set when the Application's status is "Reviewing". In addition, it always allows editing within the Page Set, regardless of the "Allow editing of captured date?" setting on the Account Application Type.

If not defined the built-in General Page Set is used.

All the new Data Capture options allow a more granular setup of Page Sets (or HTML Widgets), each with a more focused purpose. This cuts down on complexity. For example, the Applicant Page Set allows you to focus on the one Applicant being edited - rather than being part of a much larger "General" Page Set.