Release History
finPOWER Connect 3.03.02
FIX: Account Application Sample Package; HTML Widget was not correctly defaulting Driver Licence details
The example Account Application sample HTML Widget provided with finPOWER Connect was not pre-populating the Drivers Licence details if the Applicant was being copied from an existing Client.
NEW: Account Applications; Detailed Drivers Licence details added to Applicants
Previously, Applicants only had the following Driver Licence details stored against the Applicant:
NEW: Auditing; Ability to Quick Search the Audit Items grid has been added
The Audit Grid located on the "Audit" page of many records now has a search bar immediately above it. This can be used to quickly filter the records in the grid to locate specific records more quickly.
FIX: HTML Widgets; Updated to cater for complex SQL WHERE in standard ranges
A recent security update means that standard ranges, e.g., Dropdown Lists refreshed to show something like Branches must use only 'simple' SQL WHERE clauses.
FIX: Documents; Export/ Import does not include UserFlagA and UserFlagB
The Export and Import for Documents did not include UserFlagA and UserFlagB.
FIX: HTML Widgets; New Account wizard; No longer returns inactive Clients in search results
The Clients page of the New Account wizard no longer returns inactive Clients in the search results.
NEW: HTML Widget; New Individual Client; Updated to ignore Client age check
The New Individual Client HTML Widget was preventing Clients under 18 from being added.
FIX: HTML Widgets; Standard Ranges not displaying any information in dropdowns or showing incorrect information
The following Standard Ranges were displaying two 'Code' columns:
FIX: HTML Widgets; Standard Ranges; Showing curly braces in column headings
The following Standard Ranges, when used to refresh a widget.UI.DBCombo control, displayed long description headings containing curly braces and no information in this column:
FIX: Cost Centre Admin form; Search not implemented
The Admin, Cost Centre form Search facility was not working and fails with the message "Search not implemented".
NEW: Summary Pages; Resource Images can be added to Summary Pages using WikiText
Resources of type "Image" can now be added directly to Summary Pages using the following WikiText command:
NEW: New Account wizard; Calculating Interest Rate from Total Interest may fail
In the New Account wizard, calculating the Interest Rate from Total Interest may fail with the error "Failed to calculate Interest Rate from Total Interest value. Total Interest value specified is too large.".
NEW: Clients; additional validation and warnings added if inactive
If a Client is inactive, i.e. Active is unchecked, the following changes have been made:
FIX: HTML Widgets; Standard Ranges; Clients (Individual) and Clients (Organisation) not working
The following Standard Ranges where not working when used in DBCombo controls:
NEW: GreenId Credit Enquiry; default Medicare details not populating
Medicare details such as the Card Colour and the Individual Reference Number (IRN) are not populated from the Client when performing a Background Check (Australia) enquiry.
FIX: illion BankStatements; Fails with "Code not found" error
Creating a new Bank Account Enquiry for illion BankStatements may unexpectedly fail with "Failed to Perform Bank Account Enquiry. Failed to execute Bank Account Create Request. Failed to execute illion BankStatements 'View Request' request. Code not found...
NEW: "ResourcesAccountImages" Standard Range added
A new Standard Range is now available - "ResourcesAccountImages".
FIX: Accounts and Account Applications; "Web" page was incorrectly after "Audit"
When viewing an Account or Account Application, the "Web" page was incorrectly placed after the "Audit" page.
NEW: HTML Widgets; Action Update Request; Action and Decline columns hidden when there are no Update Requests to process
When there are no actionable Update Requests on a Log (either they have been actioned, declined or are invalid) the "Action" and "Decline" columns are now hidden from the grid.
NEW: BETA: HTML Widgets; Action Update Request; Account Payment Details Update will now show warnings if the "From" value has changed
The User is now presented with a warning if the "From" value in the Update Request has changed on the Account when reviewing "Account Payment Details Update" Update Requests from the Action Update Request HTML Widget.
NEW: BETA: Update Requests; Account Payment Details Update; Warnings added if "From" value changed
The User is now presented with a warning if the "From" value in the Update Request has changed on the Account when reviewing "Account Payment Details Update" Update Requests.
NEW: HTML Widgets; Account Transaction View now available
A new HTML Widget implementing the Account Transaction View form is now available.
FIX: Security Enquiry; Centrix Confirm Owner service fails with an Unhandled exception
The Centrix "Confirm Owner" Security Enquiry service fails with the error "An unhandled exception has occurred. Index was outside the bounds of the array.".
NEW: BETA: Update Requests; Account Payment Details Update now available as an Update Request
Account Payment Details Update is now available as an Update Request type. To support this enhancement, a number of things have been changed:
NEW: Update Requests; Helper functions added to create Account / Client Update Request Logs
The following helper functions have been added to create Account and Client Update Request Logs:
NEW: Update Requests; Added helper functions to Approve / Decline Update Request
The following helper functions have been added to quickly Approve or Decline Update Requests:
NEW: HTML Widgets; Update Request Action HTML Widget updated to support Accounts
The Update Request Action HTML Widget has been updated to support Account Update Request Logs.
NEW: HTML Widgets; Account Close; Support for additional start up parameters added
The system-supplied Account Close HTML Widget has been enhanced to accept the following start up parameters:
FIX: Account Processes; not correctly setting Schedule Type of Account Transaction where a Bank Transaction is involved
Account Processes was not setting the Schedule Type of an Account Transaction where a Bank Transaction is involved.
FIX: HTML Widgets; New Account wizard; Maturity Account dropdown is read-only
Due to recent changes to secure SQL WHERE clauses specified in standard ranges such as a dropdown of Accounts, the Maturity Account in the New Account wizard failed to display a list of Accounts and instead, stayed read-only.
NEW: Business Layer; Password Reset Token functions for Client and User no longer System-Use-Only
The following methods in finClientFunctions are no longer flagged as being for "System-Use-Only":
NEW: Removed "Password" property on finSecuredPartyGroupRO object
The "Password" property on finSecuredPartyGroupRO Business Layer object has been removed.
NEW: Resources; Flags added to restrict Web access
The following flags have been added to Resources:
NEW: illion BankStatements; added support for BrokerFlow
Support for the BrokerFlow product from illion BankStatements has been added. For more information see [[https://www.illion.com.au/risk-marketing-solutions/open-data-solutions/brokerflow-lenders/]].
NEW: Scripts; Web Service (Web API); Template Script Code updated to return more error information
The Template Script Code for "Web Service (Web API)" type Scripts has been updated to return more error details if the Script fails.
NEW: HTML Widgets; Grid now supports dynamically setting editable column lists
The following methods are now available to widget.UI.Grid objects:
FIX: Account Application, Edit Quote Financial details; error if Account Type changed to a Revolving Credit Loan Account
When editing Quote Financial details of an Account Application, finPOWER Connect can fail with the message "An unhandled exception has occurred. Primary Key does not exist in collection.".
FIX: HTML Widgets; DBCombo controls linked to Accounts and Clients fail to search with an "unauthenticated user" error
HTML Widgets using widget.UI.DBCombo controls refreshed from special standard ranges such as Accounts and Clients fail to search from within finPOWER Connect with the following error:
NEW: HTML Widgets; Approve Disbursements; Code enhancements
The system supplied Approve Disbursements HTML Widget has been enhanced with code improvements.
NEW: HTML Widgets; Activate Accounting Ledgers HTML Widget now available
The Activate Accounting Ledgers process is now available as an HTML Widget.
NEW: Account Applications; finAccountAppCalculation User Data added
User Data has been added to finAccountAppCalculation, meaning that each Calculation (or 'Quote') can have its own set of User Data.
NEW: Portals and finPOWER Connect Cloud Configuration; PWA page; PWA Icon now displays a preview
A preview of the configured PWA Icon is now displayed on the PWA page of the Portals and finPOWER Connect Cloud Configuration forms.
NEW: NZ IRD; Investment Income Report; IPS Export renamed and some validations removed
The Investment Income Report Export has been updated with the following:
NEW: HTML Widgets; DBCombo control; New 'forceDropdown' option allow standard ranges such as Accounts and Clients to force a dropdown
When creating a widget.UI.DBCombo control, a new 'forceDropdown' option can be specified.
NEW: HTML Widgets; Close Tax Period; Code enhancements
The system supplied Close Tax Period HTML Widget has been enhanced with code improvements.
NEW: HTML Widgets; Close Accounting Period HTML Widget now available
The Close Accounting Period process is now available as an HTML Widget.
NEW: HTML Widgets; Bank Entry wizard; Error if Batch is deleted after the wizard has been launched with a default Batch Id
If the Bank Entry wizard HTML Widget is launched with a default Batch Id to display, e.g., after importing the Batch or running in from the Test button on the Scripts form and specifying a Batch Id then deleting the Batch (from the second page of the wiza...
NEW: Portals; portal.Navigate2 method added to avoid having to encode URL parameters
A new portal.Navigate2() method has been added.
NEW: Account Maturity Date Change wizard; now rolls forward new Maturity Date if falls on a non-Business day
The Account Maturity Date Change wizard now rolls forward the new Maturity Date if falls on a non-Business day and the Account Type has the setting "Roll Maturity Date forward if it falls on a non-Business Day?" checked.
NEW: HTML Widgets; New Individual and Organisation Client wizards updated
The following minor changes have been made to the New Individual Client and New Organisation Client HTML Widgets: