Release History
finPOWER Connect (All) 3.03.05
NEW: Interest Payouts; added script events
Account Interest Payout wizard now includes scripting events.
NEW: Audit Search; New "Reporting.AuditSearch" Permission Key added
The following Permission Key has been added to the Permission Explorer:
FIX: Workflow form; Items page; Add Item Group; Long lists are truncated
When you click the "Add Item Group" button on the Items page of the Workflow form, a message box containing a list of available Item Groups to add is displayed.
NEW: HTML Widgets; New widget.UI.TimeBox and DateTimeZone controls
Two new HTML Widget controls have been added:
FIX: Scripts form; Import; No longer prompts to show Script Code differences if either existing or imported Script have encrypted code
The Import action on the Scripts form no longer prompts to show Script Code differences if either the existing or imported Script have encrypted code.
NEW: Process Interest Payouts; add Pools Range
Process Interest Payouts now supports a "Pools" Range parameter.
NEW: Import Information wizard now only appears on menus for Administrators; this is for consistency with the Administration view
The Import Information wizard can be included on menus by including the system "Import" group.
NEW: illion BankStatements; added support for API Version
The ability to select the API Version for illiion BankStatements has been added under Admin, Cost Centres, illion BankStatements, Option page.
NEW: HTML Widgets; Document Create wizard added
A new Document Create wizard HTML Widget has been added.
NEW: Portals; Pasting template HTML for a custom Login page causes unhandled exception for new, unsaved, Portals
Clicking the "Paste template HTML and JavaScript code" button on the HTML page of the Portal Page form caused an unhandled exception for new, unsaved Portals.
NEW: Portals; IDE page; Inactive pages are now displayed in a lighter colour in the treeview
The IDE treeview on the Portals form now displays inactive pages in a lighter colour.
NEW: Scripting; added finBL.BankTransactionFunctions.UpdateDateCleared function
A new function, UpdateDateCleared has been added to finBL.BankTransactionFunctions.
NEW: Document Create wizard has been replaced with an HTML Widget
The Document Create wizard (e.g., Account, Send Document), has been replaced with an HTML Widget which has much more functionality including the ability to edit Email and SMS messages before they are sent.
NEW: New Account wizard; Deposit Maturity Account and Transaction To Account "Find" paste not working
In the New Account wizard, the Deposit Maturity Account and Transaction To Account "Find" was not working. When pasting the selected Account it was pasted into the Interest Transfer To Account instead.
NEW: Bank Batch; BatchBankCommitPre and BatchBankCommitPreInTransaction event script enhancements
The Bank Batch "BatchBankCommitPre" and "BatchBankCommitPreInTransaction" event scripts have been updated to ignore an error if the batch has no Transactions.
FIX: HTML Widgets; Buttons below grids appear too wide and vertically truncated with "Style to look more like Desktop forms" enabled
The finPOWER Connect Cloud Configuration form, Theme, HTML Widgets page has a checkbox to "Style to look more like Desktop forms".
NEW: Security Review; finCC_SessionId Cookie now has HttpOnly flag set
The Session Cookie used by finPOWER Connect Cloud (finCC_SessionId) could be read from JavaScript code, e.g.:
NEW: User/UpdatePassword method now always requires the User's Current Password
Previously, the User/UpdatePassword service allowed Administrator Users to update passwords without specifying the User's Current Password.
FIX: HTML Widgets; Account Maturity Instruction Change; Improvements to limiting Maturity / Transfer Accounts to common Clients
The Account Maturity Instruction Change HTML Widget was incorrectly checking the "Transfers must include a common Client?" Account Type setting (on the "Other" page of the Account Type) to determine whether the below actions must be transferred to an Acco...
NEW: Security Review; All database errors are now obfuscated
Any database errors returned from Web Services (this includes finPOWER Connect Cloud and Portals) are now obfuscated.
FIX: HTML Widgets; New Account; Next Statement Date resets if overridden
The "Next Statement Date" can automatically reset itself when creating an Account in the New Account wizard HTML Widget. Whilst the UI would reflect the intended date, once the Account was created it would automatically reset to the default.
NEW: Pool List Report; Loans column keeps accumulating on each row
The "Loans" column in the Pool List Report keeps accumulating on each row.
NEW: HTML Widgets; Credit Enquiries; Updated to display Cost Centre as a note below the Branch
The Credit Enquiry HTML Widgets have been enhanced to display details beneath the selected Branch of which Cost Centre the enquiry will be charged to.
NEW: Removed Processes, Export Tax Certificates menu option
The Processes, Export Tax Certificates menu option has been removed for New Zealand databases as it is no longer used.
NEW: HTML Widgets; Bank Account Enquiries; Updated to display Cost Centre as a note below the Branch
The Bank Account Enquiry HTML Widgets have been enhanced to display details beneath the selected Branch of which Cost Centre the enquiry will be charged to.
FIX: Business Layer functions; some "internal" functions mistakenly exposed
Some "internal" Business Layer functions were mistakenly exposed, and are now no longer available.
NEW: HTML Widgets; Widgets including Account History updated to use new helper functions
The system-supplied HTML Widgets which include a "History" page (which refers to Account History) have been updated to use the new helper Functions in finAccountFunctions to retrieve Account History. Functionally, there are no changes, however the code wi...
NEW: illion BankStatements; Request fails if specifying a Referral Code or BrokerFlow Code with special characters
When specifying special characters in the illion BankStatements Referral Code or BrokerFlow Code request, you may encounter an error "Failed to Perform Bank Account Enquiry. Failed to execute Bank Account Request. Failed to execute illion BankStatements '...
NEW: finAccountFunctions; Helper functions added to retrieve Account History Items
The following Functions have been added to finAccountFunctions:
NEW: Account Security Analysis Report; add order by, range and group by for Security Statement
The Account Security Analysis Report can now be ordered by Security Statement. In addition there is a new Range and Group By for Security Statement.
FIX: finPOWER Connect Cloud; VisibleRow() not working as expected when used as a 'Get' on the Datebox Control
When running an HTML Widget from finPOWER Connect Cloud which used the VisibleRow() function on a DateBox Control, the results were not as expected. The function was working the wrong way around, i.e.
NEW: Document Manager Functions; added options for PDF security settings
PDF Security Setting options have been added to finBL.DocumentManagerFunctions.
NEW: ISWordDocument; SavePdfToByteArray now supports Conformance Level options
The ISWordDocument object, SavePdfToByteArray function now supports Conformance Level options.
NEW: Word Documents; added new standard Bookmarks
Added new standard Bookmarks for Word Documents as follows:
NEW: Account object; new function to return to last Payment Due date and value
The finAccount object now includes a function to get the last Payment that was due for a Loan Account. The function is GetLastPaymentDue and accepts an optional DateAsAt parameter.
NEW: Gembox Email software component; updated to version 15.0.0.1039
The Gembox Email component files have been updated to version 15.0.0.1039.
NEW: Gembox Document software component; updated to version 33.0.0.1049
The Gembox Document component files have been updated to version 33.0.0.1049.
NEW: Gembox Spreadsheet software component; updated to version 47.0.0.1044
The Gembox Spreadsheet component files have been updated to version 47.0.0.1044.
FIX: Attempting to reopen a Refinanced or Reinvested Account may fail
Attempting to reopen a Refinanced or Reinvested Account may have failed, e.g., if the Account was "Closed (Pending)" and the Account Refinanced to was a "Quote".
FIX: HTML Widgets; Account Bank Transaction Reverse wizard; "Object reference not set to an instance of an object." error but Bank Transaction was reversed successfully
Upon completing the Account Bank Transaction Reverse wizard, the following error was displayed:
NEW: HTML Widgets; widget.UI.Grid control; New method to AddColumnDouble
A new method, widget.UI.Grid.AddColumnDouble has been added to allow numbers with a specified number of decimal places to be catered for.
NEW: HTML Widgets; widget.UI.NumberBox control; New Decimals property added
A new Decimals property has been added to the widget.UI.NumberBox control. This allows the number of decimal places to be altered. Previously, the number of decimal places (as specified by the creation options, decimals property) could not be changed.
NEW: Rate Tables can now be added and updated
Rate Tables (available from the Admin menu within finPOWER Connect desktop) can now be added, updated and deleted via the new Administration view (Administrators only) or via a menu providing a menu has the "Administration" system group included.
FIX: Sample Account Processes "Account History Rating Update" script; fails if Client Group or Client Type range specified
The sample Account Processes "Account History Rating Update" script fails if a Client Group or Client Type range specified.
NEW: HTML Widgets; Rate Table Edit widget added
A new HTML Widget to allow the adding and editing of Rate Tables has been added.
NEW: Browser ad-blocker "uBlock Origin" prevents Log form from displaying correctly
When the browser ad-blocker "uBlock Origin" was installed, the Log form was not being displayed, e.g., you could not add a new Client Log.
NEW: HTML Widgets; Company Number and Tax Number validation and formatting added to widget.UI.TextBox control
The ability to automatically validate Company and Tax Numbers has been added to the widget.UI.TextBox control.
NEW: Changes for "Demo mode"
"Demo mode" is a special mode that finPOWER Connect Cloud and Web Services can be put into for demonstration purposes such as the demonstration available from the Intersoft website.
NEW: Business Layer; Flag now set to determine whether running in "Demo mode"
The online demonstration of finPOWER Connect Cloud puts the system into a special "Demo mode" where actions such as adding and deleting Users are prohibited.
NEW: Global Settings and User Preferences; Style and other updates
The following updates have been made to both the Global Settings and User Preferences forms: