FIX3.03.05 · Released 25 February 2021
- Opened24 Dec 2020
- Closed19 Jan
- Released25 Feb
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)