Release History
finPOWER Connect 4.01.00
NEW: Database Purge; updated Audit Log purge
The Audit Log purge, found under Tools, Database menu, has been updated as follows:
NEW: Permissions; "OpenToClosedPending" Permissions have been added
The following Permission Keys have been added:
FIX: HTML Widgets; Account Financial Control; Revolving Credit Minimum Payments section has been enhanced
The **Minimum Payments** section of the Account Financial HTML Widget control (as used on the Financial page of the New Account HTML Widget) has been enhanced with the following improvements:
NEW: Debug Window; Useability enhancements
The Debug Window has had the following useability enhancements:
FIX: Global Application Shortcut; May display the incorrect error
Global application shortcuts may display an incorrect error when they are executed.
NEW: Account Payment Arrangements; new "Quote" Document facility
A new option has been added to Account Payment Arrangements to provide a "Quote" Document facility. This can provide an advice to the borrower before the Payment Arrangement has been committed.
NEW: Client Connect Sample Portal; Recent Activity Modal Window can now show additional "detail" information
The **Recent Activity** modal in the Client Connect Sample Portal has been updated to show login details, not just failure reasons. To achieve this, the **Failed Reason** column has been updated to **Details** and will now show additional details such as...
FIX: Client Connect Sample Portal; Upcoming Page; Method of displaying "Payment Due" items updated
The way in which **Payment Due** Upcoming items are calculated and displayed in the Client Connect Sample Portal has been updated.
NEW: Client Connect Sample Portal; Theme Overhaul
The base version of the Client Connect Sample Portal has had the default theme overhauled. The most significant upgrades are:
NEW: Account Payment Arrangements; new option to define a period where Regular Payments are not expected to be made
Account Payment Arrangements now include an option to define a period where Regular Payments are not expected to be made by the borrower. This means the calculated schedule will more accurately reflect any arrangement made.
NEW: HTML Widgets; User Policy Edit form; Updated to include Days Never Logged In
The "Days never logged in" setting in the "Disable User" section has been added to the User Policy Edit HTML Widget.
NEW: HTML Widgets; New CSS class added to allow anchor tags to appear the same as links in grids
When anchor tags are shown in grids, e.g., to allow the User to click on an Account Id to view an Account, the tag is styled to look a little like a flat button with a border and slightly darker background.
FIX: Zepto (formerly Split Payments) Australia; PayID service logs not being cleaned up
The Zepto PayID service logs were not being cleaned up completely if there is a service log that is linked to other logs e.g. AccountLogs.
NEW: Task Manager 2; Quick Search folders; Columns are now sortable
The grid columns shown for Task Manager 2, Quick Search folders are now sortable.
NEW: Business Layer; Task Manager 2; finTaskManager2MonitoredAccount; Added Account property which is loaded on demand
The ''finTaskManager2MonitoredAccount'' business layer object, used for Task Manager 2, Monitored Accounts folders, now has the following properties and methods:
NEW: HTML Widgets; Widgets running scripted background processes have had their Timeout set to unlimited
HTML Widgets using scripted background processes could run into issues if their Script timeout is exceed since, the reason they are background processes, is because they could take a reasonable amount of time to run.
NEW: Branch; Key Details page
NEW: Client; Business Number
NEW: Workflows; Item Groups can now have automatic outcomes of [All Skipped] or [Any Skipped]
Workflow Item Groups have the concept of automatic outcomes. These are represented by the special values:
NEW: Standard Summary Page Blocks; updated Client Related Employment block
The Client Related Employments standard Summary Page block has been updated to use the Client.Employments collection rather than a database Query.
FIX: Account Details Report; may stop with an "unexpected error occurred running Report" error
The Account Details Report may stop with the following error "An unexpected error occurred running Report 'Account Details'. Object reference not set to an instance of an object.".
NEW: Income Distribution HTML Widget; Added new Account User Data filters
The number of User Data filters in the Income Distribution HTML Widget has been increased from 10 to 20 fields.
FIX: Client Employment drilldown; adding linked Client defaults Individual instead of Organisation and vice versa
When entering Employment details for a Client in the Client Employment drilldown form, you can create and link a new Client at this point by clicking the green Add button to the right of the Client.
NEW: Script Code Snippets; Update scripts still using obsoleted ExecuteDataReader function
The following scripts have been updated to stop using the obsoleted function ISSelectQueryBuilder.ExecuteDataReader and instead use ISSelectQueryBuilder.ExecuteDisconnectedDataReader:
NEW: Account form; Missing space in header text
Added a space to separate the Account Description and the Alert Message text (if any) in the Account form header area.
NEW: Security Statement Item; Missing space in Warning text
Added a missing space to the message "Registration expiry date is over your company's maximum specified duration of X months. This will be changed upon registration."
NEW: Credit Bureau; ABNLookup Enquiries; Non-Latin characters may be replaced
The ABNLookup enquiry requests have been updated to replace letters that include an accent with their standard letter equivalent. For example, the character "Ā" will be replaced by "A".
FIX: Credit Bureau APLYiD; Verify product not clearing all properties
The APLYiD Verify product was not clearing all properties when being reset.
NEW: Credit Bureau; ABNLookup; modernise underlying code within finPOWER Connect
The underlying code within finPOWER Connect for the ABNLookup Credit Bureau has been modernised to make it easier for future enhancements.
NEW: DebugPrint; Print a blank line if called with no parameters
finBL.DebugPrint can now be called with no parameters, and will print a blank line in the debug window.
NEW: Database Purge; new option to delete Batch Headers not linked to other records
The Database Purge has a new option to delete Batch Headers where there are no related records.
NEW: Database Purge; move "Master Clear" option to a button at the bottom of the form
The Database Purge "Master Clear" option has been moved from a checkbox to a button at the bottom of the form.
NEW: Account Stop Direct Debit wizard; may error with an unhandled exception
The Account Stop Direct Debit wizard may error with an unhandled exception for Revolving Credit Loans.
NEW: Scripts; Summary Page (version 2); Can now use a '[ShowSummaryPage]' Script event to determine whether this page should be shown in finPOWER Connect Cloud
Summary Page (version 2) Scripts can now use a special '[ShowSummaryPage]' Script event to determine whether this page should be shown in finPOWER Connect Cloud
NEW: Bank Account Usage sample script Report
A new sample script has been added that reports Accounts and Clients where the same Bank Account or Credit Card Number is used between Clients and Accounts - which may indicate fraud.
NEW: Database; add new "BigInt" enum to ColumnType
A new "BigInt" enum has been added to iseColumnType.
NEW: Australian BSB List; Updated to January 2024
BSB Added
NEW: Parameter Sets; Parameter User Defined Field Index now supports 0 to 19
As Account and Client User Data can now support 20 separate User Defined Fields, the Parameter Set User Defined Field Index now supports 0 to 19.
NEW: Portals; Multi-Factor; Authenticator App; New options to allow Clients to bypass the Authenticator App and receive a code via Email instead
The Portals form, Multi-Factor page has two new checkboxes:
FIX: isefinAccountCalcPaymentType enum; correct mispelling in AdjustmentFinalBeforeBalloon
The Business Layer isefinAccountCalcPaymentType enum has been updated to fix a spelling mistake.
FIX: Account Restructure HTML Widget; Overriding Payments grid may not allow "Promise" type
The Account Restructure HTML Widget may not allow "Promise" types in the overriding Payments grid.
NEW: HTML Widgets; Client Edit form; Updated to include new "Preferred" Multi-Factor Authentication option
The Web Access page of the Client Edit HTML Widget has been updated to allow updating of the new "Preferred" Multi-Factor Authentication option.
NEW: Permission Keys; Add new "alias" Keys for Account Payment Arrangement functions
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Payment
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Clients; Preferred Multi-Factor Authentication for Portals can now be specified
Portals define a Multi-Factor Authentication (MFA) method, e.g., "Authenticator App".
NEW: Permission Keys; Add new "alias" Keys for Account Transaction Permission Keys
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Investment Value
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into a more logical groups, whilst keeping the original Key as an alias.
NEW: Permission Keys; Add new "alias" Keys for Account Interest Payment Type
A new "alias" Key has been added to Permission Keys. This allows Permission Keys to be renamed into more logical groups, whilst keeping the original Key as an alias.
NEW: Smart Tags; add new tag [SEQ#3] to compliment [SEQ]
A new Smart Tags "[SEQ#3]" has been added to compliment "[SEQ]".
NEW: Account Payment Arrangement; enhance "Changes" summary page block
The Account Payment Arrangement Summary Page "Changes" section has been enhanced as follows: