NEW3.01.10 · Released 5 February 2019

NEWfinPOWER Connect

Released in

3.01.10

5 February 2019

1. Opened10 Dec 2018
2. Closed19 Dec 2018
3. Released5 Feb

Article 15741 Job J021651

HTML Widgets; Account Refinance wizard now available

A new system-supplied HTML Widget implementing the "Account Refinance" wizard has been added.

Notes:

• The current implementation of this wizard is a much simplified version of the full finPOWER Connect wizard.
• Over time the wizard may be enhanced - but processes like this are typically simplified in the web interface anyway.
• The wizard only supports creating a new Account.
• It's not suitable if they are using Promotions, and doesn't let you change the Product Type - only the Account Type.
• Security Statements are linked to new Account.