Article Details
Id: | 17871 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.04.00 |
Opened: | 19/02/2021 |
Closed: | 03/03/2021 |
Released: | 30/06/2021 |
Job: | J025998 |
Business Layer; finClientFunctions; GetClientExtendedAccountsList method added
A new Business Layer function, finClientFunctions.GetClientExtendedAccountsList method has been added.
This allows a list of Client Accounts to be retrieved that can include Accounts where the Client is an Employee of another Client with a specified Employee Role.
This is used be the upcoming Client Investor sample Portal as follows:
Dim ClientAccounts As List(Of finClientAccount)
' Get Extended Accounts List
' NOTE: For Individuals 'Extended' means any other Clients that they are a Trustee or Director of and include those Accounts
If Not finBL.ClientFunctions.GetClientExtendedAccountsList(client, "Trustee,Director", ClientAccounts) Then
' Ignore Errors
End If