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 AccountsIf Not finBL.ClientFunctions.GetClientExtendedAccountsList(client, "Trustee,Director", ClientAccounts) Then' Ignore ErrorsEnd If