Article Details
Id: | 18538 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.04.02 |
Opened: | 11/08/2021 |
Closed: | 07/09/2021 |
Released: | 02/12/2021 |
Job: | J027189 |
HTML Widgets; RealAML and Aply Identification Enquiries now support enquiries on Person Acting for Organisations
Previously, RealAML and Aply only supported Individual Clients in finPOWER Connect Cloud. This has been updated to also support Person Acting for Organisations. As the Contact Details listed on the Organisation Client may not be that of the Person Acting, this is the rare scenario where Contact Details can be entered directly into the HTML Widget (rather than being required on the Client record itself).
This change also allows the Workflow Item setting "Always perform an 'Individual' Enquiry for 'Organisation' type Clients?" to work for RealAML and Aply.
The following HTML Widgets have been updated:
- HtmlWidget_Aply_Individual
- Version: 1.03 (18/08/2021)
- HtmlWidget_RealAML_Individual
- Version: 1.02 (18/08/2021)