Client Connect Sample Portal; "Upcoming" page added

A new page, "Upcoming", has been added to the Client Connect Portal sample shipped with finPOWER Connect.

This displays a list of events to warn the user what is upcoming. The events currently supported are:

• Public Holidays (i.e. when the Branch will be closed)
• Payment Dues
• This includes all types of Payment Due, including the next Minimum Payment Due for Revolving Credit Accounts
• Statement Generation
• Maturity (for Fixed Term Deposits and Loan Accounts with a Residual Value)
• Overdue Accounts

Note: More events may be added in the future.

Anything which requires the Client's urgent attention, e.g. they have an overdue loan, will be displayed at the top of the list.

Several Constants have been added to the Portal to control this functionality.

"Upcoming_MaxDays" allows you to determine how many days worth of content should be included in the Upcoming; the default is 90.

• The valid range for this Constant is 0 - 120.
• 0 or less will hide the 'Upcoming' page.
• Anything over 120 will be reduced to 120.

The following Constants control whether or not the Event Type should be included in the Upcoming page:

• Upcoming_IncludeEvent_Holiday
• Upcoming_IncludeEvent_Maturity
• Upcoming_IncludeEvent_Overdue
• Upcoming_IncludeEvent_Payment
• Upcoming_IncludeEvent_Statement

The following Portal has been updated:

• CC (Client Connect)
• Version 1.01 (17/01/2020)