Article Details
Id:17749
Product:finPOWER Connect
Type:FIX
Version:3.03.05
Opened:24/12/2020
Closed:19/01/2021
Released:25/02/2021
Job: J025732

HTML Widgets; Account Maturity Instruction Change; Improvements to limiting Maturity / Transfer Accounts to common Clients

The Account Maturity Instruction Change HTML Widget was incorrectly checking the "Transfers must include a common Client?" Account Type setting (on the "Other" page of the Account Type) to determine whether the below actions must be transferred to an Account with a common Client:

  • Reinvestment transfer to another Account
  • Repayment transfer to another Account

This was incorrect, as there are similar settings for each of these actions on the "Term" page of a Deposit Account Type which the HTML Widget now uses;

  • "Reinvestment Deposit must include a common Client?"
  • "Transfer Deposit must include a common Client?"

Additionally, the HTML Widget triggered an error when attempting to run for an Account where the Account Type had the "Transfers must include a common Client?" option unchecked. This has been fixed, and now the Reinvestment and Transfer options can be used either checked or unchecked.

The following HTML Widget has been updated:

  • HtmlWidget_AccountMaturityInstructionChange
    • Version: 1.05 (19/01/2021)