Credit Enquiry Quotation Confirmations (NZ); updated logic for Account Applications

The logic used to confirm Credit Enquiry Quotations when opening an Account from an Account Application has been enhanced.

This change applies where there are multiple "Quotation" Credit Enquiries performed against a Client around the time a Loan is opened. The issue is the Credit Enquiry that is confirmed may not be the one directly related to the Account.

IMPORTANT: The Credit Enquiry that is confirmed will always be for the correct Client.

Note, finPOWER Connect DOES NOT tag Credit Enquiries against an Account - because the Credit Enquiry is related to a Client and not directly to an Account.

Anyway, in the case where an Account Application is accepted and an Account is opened, if the Credit Enquiry is made against an Applicant the logic can be more specific as the "Client Log" is linked directly back to the Applicant.

So, when opening the Loan Account, as finPOWER Connect processes each Client, it can see that the Account was opened from an Account Application, match the Client to the Applicant, then limit the Logs/ Credit Enquiries to check against just that Applicant.