Release History
finPOWER Connect 3.04.00
NEW: Time Zones; updated Windows Time Zones
The following new Windows Time Zone has been added:
FIX: Scripts form; Script Code; Function Explorer; When in read-only mode function library overwrites currently loaded Script
Clicking an entry in the Function Explorer on the Script Code page of the Scripts form (and other forms with Script Code) goes to that function in the code. However, if the function is in an included function library Script, it loads that Script and goes...
NEW: Global Settings; Client Contact Methods moved from Account Applications, Defaults page to new Clients, Contacts page
The defaults for Client Contact Methods specified on the Account Applications, Defaults page have been moved to a new Clients, Contacts
FIX: Standard Transactions; Cycle of "Opening" is no longer valid for "Payment Received" Elements
A cycle of "Opening" is no longer valid for "Payment Received" Standard Transactions.
FIX: HTML Widgets; External Party Edit; Incorrectly showing Commission and Securitisation pages
The External Party Edit form HTML Widget was incorrectly showing the Commission and Securitisation pages.
NEW: finUpdateRequestUtilities.CreateUpdateRequestLog_AddressUpdates_FromAddressDetails() has now been implemented
finUpdateRequestUtilities.CreateUpdateRequestLog_AddressUpdates_FromAddressDetails() would previously immediately error stating that it had not yet been implemented. It has now been implemented and supports the individual processing of Physical and Postal...
FIX: HTML Widgets; Account Standard Transaction wizard; Updated to allow an AccountStdTranPk of zero to cater for Quotes
In primary key of an Account Standard Transaction for "Quote" Accounts is actually its index in the collection since there is no concept of Standard Transactions being saved to the database for "Quote" Accounts.
NEW: Portals; A method of allowing file downloads for another Account from Web Services
When a Client is signed in to a Client-based Portal, many security checks should be made or, in many cases, are made automatically.
NEW: HTML Widget; widget.UI.NumberBox control; Added autocomplete='off' to minimise browser interference
The widget.UI.NumberBox control has been updated to include an autocomplete="off" attribute.
FIX: Publish Documents wizard; Cancelling an Account Application Document fails
In the Publish Documents wizard, cancelling an Account Application Document fails with the error "Failed to save Log Publish Items. Failed to execute SQL. An object or column name is missing or empty. For SELECT INTO statements, verify each column has a n...
NEW: Interest Rate Change wizard; disallow "Rate Table" for Deposit Accounts where "Fix Interest Rate from Rate Table?" ticked
In the Interest Rate Change wizard the "Rate Table" option for Deposit Accounts is now disallowed if the Account Type Interest Option "Fix Interest Rate from Rate Table?" is ticked.
NEW: finPOWER Connect Cloud Configuration; Processes; Options; New option to email User at end of a Background Process
Certain HTML Widgets run their main process as a Background Process under Web Services.
NEW: Bank Suspense Items; change to logic in how the Element is defined
Bank Suspense Items were only setting the Transaction Type when posting the Transaction to an Account. This meant the Element used was that defined on the Transaction Type.
NEW: Portals; Business layer functionality added to execute a Data Adaptor Script Event
The following business layer methods have been added to allow Portal Script code to more easily execute events in the Data Adaptor Script:
FIX: Centrix NZ Credit Bureau Default: Satisfaction Date incorrectly sent as the original Date of Default
In the Centrix NZ Credit Bureau Interface, a Default's Satisfaction Date (when Closing the Default) was incorrectly sent as the original Date of Default.
NEW: HTML Widgets and Portals; Alignment of dropdown button for DateBox controls
The dropdown button on DateBox controls were misaligned (too high) when running:
NEW: Email, SMS (old interface) wizards; better description of email, phone number selected
The Send Email and SMS (old interface) wizards, including Task Manager actions, have been enhanced when an Account is selected as follows:
NEW: New Company Wizard; update default Tax Categories for New Zealand
The New Company Wizard has been updated for new Tax Categories for New Zealand effective 1 April 2021.
FIX: Export Information; New option to embed Client file and document information
When using File, Export Information there is a new option on the Parameters page to "Embed Files and Documents" when exporting Client information to an XML file.
NEW: Credit Sense (Version 2) Credit Bureau Service; Added ability to refresh an existing Bank Account Enquiry
Added ability to refresh an existing Credit Sense (Version 2) bank account enquiry.
NEW: Background Processes run from HTML Widgets are now purged after 120 hours rather than 24 hours
HTML Widgets such as the Run Account Processes wizard work by creating a background process record that then causes Web Services to run the process in the background.
NEW: New SMS Messaging Interface; removed beta warning
The beta warning for the New SMS Messaging Interface in Global Settings has been removed.
FIX: Card Expiry Date; improved message if invalid Month/ Year entered
If an invalid expiry date is entered for a Credit Card you may see the message "Date must be on or after 01/1753.".
NEW: New Messaging Interface; added Account Role column to Phone Number dropdown list
The New Messaging Interface now shows the Account Role in the dropdown list of Phone Numbers, if "Account" is selected as the Recipient Type. This helps identify whether the person is the borrower, guarantor etc.
NEW: Process Direct Debits; may fail to commit with "Record in table 'AccountTransaction' was not updated" error
The Process Direct Debits wizard may fail to commit with the error "Failed to commit Account Direct Debit Payments. Record in table 'AccountTransaction' was not updated. This record may have been deleted or edited by another User.".
FIX: Information Lists; entering a negative or large value in "Max Length" causes an unhandled exception error
When editing an Information List, entering a large value in "Max Length" may cause an "An unhandled exception has occurred. Value was either too large or too small for an Int32." error.
NEW: Credit Enquiry Quotation Confirmations (NZ); updated logic for Account Applications
The logic used to confirm Credit Enquiry Quotations when opening an Account from an Account Application has been enhanced.
NEW: New Messaging Interface; simplified testing with mocked responses
The New Messaging Interface has been simplified for use in Test Mode.
NEW: CreditWorks (New Zealand) Credit Enquiry Service; Removed
The CreditWorks (New Zealand) service have been removed.
NEW: Auto Generate Strong Password; may only generate 8 characters when minimum length is more than this
When Auto Generating a Strong Password, the password generated may only be 8 characters, when the minimum allowable length is more than this.
NEW: Strong Passwords; amended logic behind strong passwords and inclusion of symbols
Currently there are some inconsistencies between Strong passwords and Symbols. This area has been tidied up so that the Global Setting is more specific about how the "Include Symbols" for a Strong password is applied.
NEW: illion/ Dun and Bradstreet Consumer (Australia and New Zealand) Credit Enquiry Services; Removed
The illion/ Dun and Bradstreet Consumer (Australia) and illion/ Dun and Bradstreet Consumer (New Zealand) services have been removed.
NEW: NZ Companies Office Credit Enquiry Service; Removed service
The NZ Companies Office service has been removed as it is no longer available.
NEW: HTML Widgets; Bank Entry wizard; Now prompts to Save or Not Save Batch when closing
Cancelling the Bank Entry wizard now prompts to Save or Not Save the Batch before closing the wizard providing a Batch is currently being edited.
NEW: Bank Account Enquiry; Add confirmation to "Delete" action
Bank Account Enquiry Summary Page. The "Delete" action button now confirms with the User that they wish to delete the Bank Account Enquiry.
NEW: Credit Bureau Credit Sense (Version 2) service; Added ability to extend Quick Link expiry
Added the ability to extend a Credit Sense (Version 2) Quick Link expiry. Note, this only applies to active Quick Link enquiries.
NEW: Script Code and Template Text editors; "Compare" button now displays differences in a non-modal window
Script Code and Template Text editors which are available on various forms have a "Show/ hide compare panel" button.
NEW: Auditing; Added Client Statistic Set auditing options
Changes to Client Statistic Sets can now be audited. Note, this includes basic information and not individual statistic items.
NEW: HTML Widgets; SMS Update (including scheduled process) now reports more event information
The "Retrieve SMS Delivery Updates & Replies" HTML Widget now reports more status information due to changes to the business layer. This makes it more consistent with other HTML Widgets such as "Account Prorcesses" and "PPSR NZ Update".
NEW: PPSR NZ Update is now available as a Background Process
PPSR NZ Update can now be configured to run on a schedule via Cloud Connect Configuration Scheduled Processes in a database with Web Services configured.
NEW: HTML Widgets; PPSR NZ Update is now available as an HTML Widget
The PPSR NZ Update wizard is now available as an HTML Widget.
NEW: HTML Widgets; Update stylesheet to include styles used for Progress pages such as Account Processes
The HTML Widget stylesheet now contains centralised styling for "progress" pages such as that in the Account Processes wizard.
FIX: Workflows; may fail with an "Argument 'Length' must be greater or equal to zero." error
Processing a Workflow may fail with "An unhandled exception has occurred. Argument 'Length' must be greater or equal to zero." error.
NEW: SMS Message wizard (New Interface); should always show dropdown for Fee Account if sending to a Client
In the SMS Message wizard (New Interface), if the performance settings for the User does not "Use Account dropdowns", it should still include the dropdown if the Recipient Type is "Client".
NEW: HTML Widgets; Grids; Filter row no longer searches text in row selectors
Some HTML Widgets Grids such as the search results in the Audit Search HTML Widget include a row selector that displays the row number.
NEW: Client Web Access Password can now be 50 characters
Client Web Access Passwords can now be up to 50 characters long.
NEW: User Preferences; increased length of "Exclude Subjects" Log filters
The "Exclude Subjects" Log filter option has been updated to allow 4096 characters, up from 255.
NEW: User Passwords; updated to allow passwords of up to 50 characters
User Passwords have been updated to allow passwords of up to 50 characters, previously this was limited to 20 characters.
NEW: Web Subscribers; General page; No longer shows a randomly generated "Secret Key" when the form is blank
The Web Subscribers form has been updated to no longer show a randomly generated "Secret Key" when the form is blank.
FIX: Documents; Emailing adds BCC addresses to the CC recipients list
Documents of type "Word Document" and "Excel Document" can produce Emails via business layer functionality which is typically accessed in the Document's Script code.