finPOWER Connect 3.00.06
To meet best practice industry security standards, Equifax (Veda) are retiring the older TLS 1.0/1.1 security protocols.
External Party Employees can now be made available to Sub-External Parties.
NEW: Workflows; New permission key "Workflow.RecallDate" to prevent Users from manually updating a Workflow's Recall Date
A new user-interface-only permission key has been added to prevent Users from manually updating a Workflow's Recall Date:
A new Hierarchy Report Code has been added to External Parties for reporting purposes. Account List based Reports now include the following columns that can be exported:
The Document Manager UNC path on the Web Configurations form was only allowing 50 characters to be entered. This should have allowed 255 characters.
HTML Widgets now have several widget.UI function to show message boxes.
An Account Type Rule may be processed when not expected. For example, an Overdue Workflow may be started when the Account is not overdue.
A new Loan Account Comparison Rate Type of "Custom" has been added.
The Loan Weighted Average Interest Rate Report now can print the Account's "Comparison Rate" as an option.
The Loan Weighted Interest Rate Report, Rate Summary table values are negative if the Basis is "Balance".
A User may not be able to add a new Branch.
The "Active Sales Representative" option for External Party Employees has been enhanced as follows:
A new global collection "ExternalPartyEmployees" has been added to store Employees of External Parties.
An Account Application could be saved with an invalid Employee for the Dealer or Broker.
"Sole Trader" Clients now support Personnel, i.e. Employees.
A new Comparison Rate basis "Finance Rate" has been added.
The Client Connect Web Portal sample lists Client Web Mail, which, within finPOWER Connect, are simply a special type of Client Log.
Global Settings can now define Task Manager scripts, which means this can be setup globally rather than per User.
The Workflow Actions wizard for "Log Entry" actions shows the Fee page for "Quote" Accounts - but all fields are disabled.
The sample Process Payment Arrangement Promises script has been enhanced as follows:
Quick Search has an option to include an other information column. This is defined under the Global Settings, General group, Search page.
Added a new "Compact" Electronic Signature standard Bookmark for Word Documents.
The Data Capture page view options for Account Application Types have been updated. This defines what is shown in the "Data Capture" page of the Account Applications form.
FIX: Centrix NZ; Consumer Address Trace and Consumer Investigative Trace products may omit the Reason option
The Centrix Consumer Address Trace and Consumer Investigative Trace products may not show the Reason field on the Options page of the Credit Enquiry wizard.
When adding Accounts to a Pool, if one or more Accounts currently belong to another Pool you should be warned before saving the Pool.
A new system-supplied HTML Widget, "Promise Management Summary" has been added.
A new Application Shortcut parameter has been added for Page Sets.
The logo for NZ PPSR has been updated in preparation for the replacement PPSR.
Account Application data entry forms were not modal.
Pools can now store User Data which can be entered on the Pool form.
The Branch Details List does not print the User Defined section correctly.
When using a Number Range in a Parameter Set the logic of how From / To values were updated was confusing.
In the General Ledger Export, the emPOWER 5 Direct and Save Export Types now mask the User Password when the field does not have focus.
The Company Name was not printed at the top of a Bank Account Enquiry summary page.
Incomplete Security Item Mailbox Items are now shown in the Warnings list for the Security Statement Item.
The Task Manager Mailbox has been updated to a Version 2 Summary Page.
FIX: Revolving Credit Loans; Negative Payments may not be taken into account when making am Overdue Adjustment for Minimum Payments
Revolving Credit Loans may incorrectly add a Minimum Payment Overdue Adjustment.
When opening or closing a Page Set form finPOWER Connect may display an "unhandled exception" error and then close.
The Page Set option "Minimum Form Size" Width and Height cannot be reset to blank after a value has been entered.
The following Code Snippets have been updated to remove compiler warning messages:
FIX: Process Payment Arrangement Promises script; may fail Promise if next promise falls before end of grace period
The Process Payment Arrangement Promises script may fail a Promise if the next Promise falls on or before the end of grace period.
The MotorWeb Monitoring now includes the following Alerts:
FIX: Summary Pages and HTML Widgets; External resources such as Google Maps and Google Charts may not work as expected
The Account Settlement Summary Document (and others) were not using the Document's "Email Preferences" found on the "Options" page.
FIX: Loan Disbursement Payout Reconciliation Report; improved performance when using the "To Disburse dated" range
The Loan Disbursement Payout Reconciliation Report's performance has been improved when using the "To Disburse dated" range.
The component used to capture HTML Summary Pages to display on reports (such as the Financial section of the Account Details report) does not work in a Web environment.
Script Template Text now supports Bookmarks like Script Code.
Purging Service Logs may fail with an error like "Failed to Purge Database. Failed to purge Service Logs. Failed to execute SQL. The record cannot be deleted or changed because table 'ISServiceLog' includes related records.".
HTML Widget type Scripts now support a widget.UI.Grid object.
Added new standard Bookmarks for Word Documents as follows: