Release History
finPOWER Connect 3.00.07
FIX: Accounts; should not allow an Open Account to be reset to Quote if there are Transfer transactions
Open Accounts should not be allowed to be reset to Quote if there are Transfer transactions.
NEW: PPSR G2B Update; Amend can get stuck if Action Status is blank (None)
PPSR Amends in the PPSR G2B Update can get stuck if the Action Status is blank (None).
FIX: Account Applications; Cannot copy Applicant Image file for unsaved Applications
Attempting to add an Applicant to an unsaved Account Application view the New Applicant wizard failed to copy the image file to the Document Manager folder since the folder does not exist until the Application is saved.
FIX: Export Report Document; success message incorrect
When exporting a Report, via the Export Report Document option, the success message was incorrect, specifically the file name shown.
FIX: New Deposits; "Opening" Transfer transaction not working correctly
For a new Deposit an "Opening" Transfer transaction was not working correctly.
FIX: Security Item List Report. User Defined Field groupings not working
The User Defined Field groupings were not working in the Security Item List Report.
NEW: Account Quick Search; new special tag "Account.RegularPayment"
A new tag "Account.RegularPayment" has been added to the Account Quick Search.
FIX: Account Withdrawal wizard; Payment Arrangement Summary Page
The Account Withdrawal wizard now forces the finAccountWithdrawal object to be updated before displaying the Payment Arrangement Summary Page.
NEW: MotorWeb Logo; updated
The Logo icon used within finPOWER Connect for MotorWeb has been updated.
NEW: MotorWeb; Test URL changed
The MotorWeb test url has been updated to https://www.motorweb.co.nz/
FIX: finClientContactAddress.StreetAddressFullSet method; Does not respect property lengths and can result in a database error when saving a record
The finCilientContactAddress.StreetAddressFullSet business layer method did not respect property lengths and could result in a database error when saving a record.
FIX: Account Application; New Account Applications may fail if using Page Sets and the Creation Page Set is undefined
The New Account Application wizard may fail to open if using Page Sets and the Creation Page Set is undefined and the General Page Set is defined. In this scenario finPOWER Connect will error with "Account Application Type [code], '[description]' does not...
NEW: External Party form; whilst adding a new External Party, personnel can no longer be added
Whilst adding a new External Party on the External Party form, personnel can no longer be added.
NEW: Bank Statements Interface; move SupportsCentrelink property to Service
The Proviso Bank Statements Bank Account Enquiry service now includes a property "SupportsCentrelink".
NEW: finPOWER Connect Cloud Configuration; New option to "Enable Forgotten Password functionality"
A new option to "Enable Forgotten Password functionality" has been added to the finPOWER Connect Cloud Configuration form, Security page.
NEW: GetWarnings; Business Layer function no longer caches returned collection of Warnings
The GetWarnings Business Layer function no longer caches the returned collection of Warnings.
NEW: CreditSense Bank Account Enquiry; this service is now available in New Zealand
The CreditSense Bank Account Enquiry service is now available in New Zealand.
NEW: Credit Sense; added an option to define available Supplemental Report Types
Credit Sense Bank Account Enquiries include a number of Supplemental Reports. These are defined at Credit Sense's end for each Client.
FIX: HTML Widgets; Quick Quote (Term) Widget; Fails to display dropdown if default Account Type is not Term-based
The system supplied "Quick Quote (Term)" HTML Widget did not display the Account Type dropdown list if the User's Default Account Type (defined by their Default Product Type) was not a Term-based Account Type.
FIX: Database upgrade; may fail with an error "Key does not exist in collection."
The database upgrade process may fail with an error "Failed to Upgrade database. Failed to drop Extended Indexes. Failed to retrieve Database schema. Key does not exist in collection.".
FIX: Workflows; Cannot add to a "Closed (Pending)" Account
Workflows flagged as being applicable to "Closed (Pending)" Accounts could only be added to "Closed" Accounts; not "Closed (Pending)" Accounts.
NEW: HTML Widgets; Clients Widget updated
The system-supplied Clients Widget has been updated to use the new Widget Controls.
NEW: HTML Widgets; New system-supplied "Account Applications" Widget
A new system-supplied HTML Widget to display a User's Account Applications has been added.
NEW: HTML Widgets; Accounts Widget updated
The system-supplied "User's Accounts" Widget has been updated to use the new Widget Controls.
NEW: Bank Account Enquiry Add-On; split from Credit Enquiry Add-On
Bank Account Enquiries have been removed from the Credit Enquiry Add-On into their own "Bank Account Enquiry" Add-On.
FIX: Script form; Caption field on Options page may not be shown for Summary Page Script types
On the Admin, Script form, the "Caption" field on the Options page may not be shown for Summary Page Script Types.
NEW: New Account wizard; for Deposit there is now a button to copy Interest Payment details to Maturity Payment details
In the New Account wizard for Deposit, on the Other Details page, there is now a "Copy" button next to Repayment details Pay Type to copy the Interest Payment details to the Maturity Payment details.
NEW: Fixed Term Loans; "Schedule" button not shown on the Financial page when a 'Quote'
The "Schedule" button not shown on the Financial page when a "Quote", "Declined" or "Unwanted".
NEW: Quick Search; "Open" Accounts prioritised slightly higher
The Quick Search has been updated to priorities "Open" Account slightly higher. This means that, if for example a Client has multiple Accounts and the Quick Search is set to search on Account Name, the Client's "Open" Accounts are more LIKELY to appear ab...
FIX: Parameter Sets; Importing version 2 XML into version 3 results in Section Starts becoming invisible
Importing finPOWER Connect version 2 Parameter Set XML into version 3 resulted in Section Starts becoming invisible.
NEW: Account Applications; Data Schema can now define a Database field to map to
Account Application Types, Data Schemas can now define a Database field to map to.
FIX: Task Manager; Workflows, History tab, link to Logs may not work
The hyperlink on the Task Manager Workflows items, History tab for Logs may fail to open the Log drilldown.
NEW: Workflow Types; New Automatic Group Outcome of "[Default]" added
A new Automatic Item Group Outcome of "[Default]" has been added.
NEW: Clients; Contacts "Changed" wizard now defaults "Valid From" to today
Clicking the Contacts "Changed" button now defaults "Valid From" to today.
FIX: Logs grids; deleting Parent and Child Logs together may result in an error
When deleting threaded Logs (i.e. parent and child Logs) from a grid, finPOWER Connect may report the error "Failed to delete Log. Log not found in collection.".
NEW: Workflow Items; new "Process the Workflow if this was the current Workflow Item?" property
A new property can be defined on the first page of the Workflow Type Item wizard.
NEW: Auditing; new Client auditing options for Organisation Person Acting details
New auditing options have been added for Organisation Clients, you can now audit Person Acting details. This is a separate option found under Tools, Global Settings, Auditing group, Clients page.
NEW: Logs forms, Other page; Logs can be delegated to a Role
Logs can now be delegated to a Role.
NEW: Queues; New "QueueAfterExecute" event added
A new "QueueAfterExecute" event has been added to Queues Scripts.
NEW: Workflow Types; "Create Log" type Items can now define Delegated User and Role
When defining a Workflow Type Item, you can now specify a Delegated User and/ or Role for "Create Log" type Items.
FIX: "HSBC Swift MT940" Bank Import; Alternate Match not working for New Zealand
The Bank Import "HSBC Swift MT940" was not correctly setting the Alternate Match value for New Zealand.
FIX: Account Applications; Updated Loan Contract documents to print "Application" rather than "Account"
Updated Loan Contract documents to print "Application" rather than "Account" underneath the "DISCLOSURE STATEMENT" heading.
FIX: Grids; when "Caps Lock" down keys may not be entered as capitals
When "Caps Lock" is on, typing information in a grid may not be capitalised.
NEW: ISSummaryTables; add support for italics in wiki text
ISSummaryTables now support italics in wiki text. This is used in functions such as ISSummaryTable.AddRowCaptionWiki().
FIX: Account Applications; Applicants; New Applicant wizard is read-only
The New Applicant wizard was always read-only for new Account Applications. The meant that the Application had to be saved before adding or editing Applicants.
FIX: Account Applications; Trying to use the Quotes option, 'View Account that will be generated' produces error
Attempting to view an unsaved Quote or Applicant from the "View Account that will be generated" or "View new Client that will be generated" buttons displays an error message.
NEW: Loan Aged Overdue Report; added option to include "Overdue Days" column
The Loan Aged Overdue Report now includes an option to include an "Overdue Days" column.
NEW: Revolving Credit Loans; now support overriding dates for Interest Cycles
Revolving Credit Loans now support overriding dates for Interest Cycles. This include:
NEW: Revolving Credit Loans; now include full Loan schedule whilst a Quote
Revolving Credit Loans now include a full financial schedule whilst a Quote. Previously the schedule was not built whilst the Account was a Quote.
NEW: finPOWER Connect Cloud Configuration; General, Options page; Prompt on Saving option added
A "Prompt on Saving?" option has been added to the new General, Options page on the finPOWER Connect Cloud Configuration page.