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