Release History
finPOWER Connect 4.01.02
NEW: Task Manager 2; Quick Search folders; Maximum search results increased from 50 to 200
Previously, Quick Search folders in Task Manager 2 were limited to a maximum of 50 results. This has been increased to 200.
NEW: Account Suspension; Additional Permission Keys added
The following Permission Keys have been added:
FIX: Scripts; Summary Page (version 2); HTML Templates containing breakable characters may display incorrectly if noBreakChars is specified on their column
Under certain circumstances, HTML Templates used in Summary Pages may incorrectly encode text as HTML.
NEW: finPOWER Connect Cloud Configuration; Theme; HTML Widgets; Checkbox "Non-HTML Widget form (where applicable)" has been removed
The ability to apply HTML Widget styling to built-in finPOWER Connect Cloud forms that were not HTML Widgets was removed some time ago. However, the checkbox, although always disabled remained on the finPOWER Connect Cloud Configuration form, Theme group,...
FIX: HTML Widgets; Account Disbursement; Could trigger an error when adding a new Account Disbursement
The following error could appear in finPOWER Connect Cloud when attempting to add a new Account Disbursement:
NEW: Configuration Security Report; User Warnings enhanced
The following User warnings have been enhanced in the Configuration Security Report:
NEW: HTML Widgets; Account Floating Interest Rate Change and Account Floating Rate Payment Review wizards simplified
The **Account Floating Interest Rate Change** and **Account Floating Rate Payment Review** wizards have had their code simplified by moving various parts to the Business Layer.
NEW: Help, About; Link to Copyright Messages document
The Help, About form now has a button to view Copyright Messages. That button opens a web page from which you can download a document with all the copyright messages and notices for finPOWER Connect and the third-party components included in the product.
NEW: Other Interest; Account Types can now define a short description of Other Interest
An Account Type can now define an overriding Other Interest description. This is used in various captions and text within finPOWER Connect instead of the generic "Other Interest".
NEW: Disbursement Transaction List Report; "Summary" button added on the Grouping page
The ability to display a summary of a grouping has been added to the Disbursement Transaction List Report. This can be done by clicking the button with a "Sigma" character on the Grouping page between the two grouping panes.
FIX: Security Statements; Security Items; Saving a Security Statement with a Security Item with Residual Value may result in "divide by zero" error
Attempting to save a Security Statement with a Security Item that only has a Residual Value on the Valuation page could result in a "divide by zero" error.
NEW: Business Layer; Client; Communication Resolved Properties added
NEW: Patch Scripts; More information about execution of a Patch Script is now available in the Activity Log
Activity Logs store information about when a Patch Script has been run in a database. The information about the Patch has been enhanced, and it now provides the ability for Users to:
NEW: Database Purge; add option to delete orphaned Bank Transactions
A new option has been added to the Database Purge facility to delete orphaned Bank Transactions.
NEW: PCI DSS Compliance Report; Password Reset User ID
NEW: PCI DSS Compliance Report has been updated to version 4.0.1
The PCI DSS Compliance Report has been updated to version 4.0.1, as specified by the PCI Security Standards.
NEW: Interest Payout wizard; now confirms Interest Balance has not changed since loaded
If the Interest Payout wizard is opened in more than one finPOWER Connect instance, you can end up with two sets of transactions being created - if both are committed.
NEW: Form Overrides; Send Email Message; Now supported in the "Workflow" and "Workflow Actions" forms
Previously, overriding the Send Email Message form with the HTML Widget equivalent did not apply on the Workflow form, specifically the **Send Email** Action (in the "Other Actions" block) or the **Workflow Actions** wizard.
NEW: Credit Bureau Defaults; better handling of Individual Defaults where the main Client is a Non-Individual
Currently the finPOWER Connect Credit Bureau interface allows for the possibility of loading defaults for non-Individual, i.e. Organisation, Clients - but only actually supports Individual Defaults. Note, for Defaults, Individual Clients include Sole-Trad...
NEW: HTML Widgets; New Organisation Client; Personnel page is now available
If licenced for Advanced Clients, and if the **Employment/ Personnel** option is enabled in the selected Client Group, the **Personnel** page will now be available in the New Organisation Client HTML Widget. This page is displayed immediately after the Id...
NEW: HTML Widgets; New Individual Client; Employments page is now available
If licenced for Advanced Clients, and if the **Employment/ Personnel** option is enabled in the selected Client Group, the **Employments** page will now be available in the New Individual Client HTML Widget. This page is displayed immediately after the Id...
FIX: PCI DSS Compliance report; Elapsed days calculations
NEW: Business Layer; finCurrentUserInformation; Update help to indicate most information is a snapshot as at when the User signed in
Most information stored in the ''finCurrentUserInformation'' object is a snapshot as at when the User signed in.
NEW: HTML Widgets; Grids; When grouping a Date or DateTime column, the Group Header now formats the display value
Previously, if you opted to group a grid by a date (e.g., a Task Manager Monitored Accounts folder grouped by "DateOpened"), the value displayed would just be text, e.g., "2024-07-17T00:00:00Z".
NEW: HTML Widgets; Log Edit widget; Now displays a "Summary" tab when replying to a Log to allow the entire conversation thread to be viewed
When replying to an existing Log, the original Log's notes are displayed read-only on the General page.
NEW: NZ Bank/ Branches; Update supplied Bank Branch Register file to June 2024
The NZ Bank/ Branch Register file supplied with finPOWER Connect has been updated to the June 2024 list.
NEW: HTML Widgets; Task Manager Tasks Folder; "Reply to Log" button added
A "Reply to Log/ Continue Thread" button has been added below the grid for Log type Tasks in Task Manager 2 Task folders.
NEW: Australian BSB List; Updated to July 2024
BSB Added
NEW: Business Layer; New optional parameter for writing raw JSON
The ISJsonBuilder.WriteRawJson Business Layer function has been updated with a new optional parameter to prefix the raw JSON text with a separator.
NEW: Task Manager 2; Workflows folders; Sending an Email to an Account Application type Workflow does not work correctly in desktop
If an Account Application type Workflow is selected in Task Manager 2, clicking the "Send Email" button below the grid launches the "Email Message" wizard but incorrectly listed the "Type" as "AccountApp" rather than "Account Application" and did not pre-...
FIX: GetIdFromPk and GetPkFromId Functions now support tables where the Id column doesn't include the Table Name
The following functions have been enhanced:
FIX: Pool Audit Settings added to PCI DSS Compliance Report
The PCI/DSS Compliance report, section 10.2.1 (System Auditing) now reports Pool Audit items that are not checked in Global Settings / Auditing.
FIX: Task Manager 2; Workflows folder; Cancelling the "Allocate User" input clears a Workflow's currently Allocated User in desktop
In the desktop version of Task Manager 2, if you select a Workflow that already has an Allocated User and click the Allocate User button, cancelling the User selection form incorrectly cleared the Workflow's Allocated User.
NEW: HTML Widget Controls now support the Monoova Banking Interface
The following HTML Widget controls now support the **Monoova** Banking Interface:
NEW: If no finPOWER Connect password is configured, Web Services still attempts to login and may lock the User out
Web Services Administration allows a finPOWER Connect Database and User/Password to be configured.
FIX: Account processes; may fail with an error "Failed to calculate Minimum Payment for Statement"
Running Account Processes may result in one or more Revolving Credit Loans failing to process.
NEW: HTML Widgets; New Organisation Client; Full Contact Methods grid is now available
The New Organisation Client HTML Widget now accepts the new startup parameter, **ShowFullContactsGrid**, which when True (and the selected Client Group allows Contact method entry) will present a full Contact Methods page, similar to the finPOWER Connect...
NEW: Processes view; Bulk Files tab added to add viewing and downloading of "bulk" Document Manager files
A new "Bulk Files" tab is available on the Processes view.
NEW: HTML Widgets; New Individual Client; Full Contact Methods grid is now available
The New Individual Client HTML Widget now accepts the new startup parameter, **ShowFullContactsGrid**, which when True (and the selected Client Group allows Contact method entry) will present a full Contact Methods page, similar to the finPOWER Connect De...
FIX: Banking Interfaces; Incorrect Extended Data XML header stored in Service Log
Bank Interface Service Logs were stored with incorrect header details in Extended Data, where the data was incorrectly labelled "Request" not "Response".
NEW: Electronic Signature; Service and Product Version information added
NEW: SMS Messaging; Service and Product Version information added
NEW: Updated components; Various NuGet packages
Various NuGet packages have been updated to the latest versions.
FIX: User Logs; ParentLogPk was never being loaded and the Audit page always showed a blank
When loading a User Log (a ''finUserLog'' business layer object), the ''ParentLogPk'' property was never being loaded.
FIX: New Messaging Interface; updated comments to highlight "Reference" not used
Business Layer comments have been updated to highlight that the SMS Reference is not used in the New Messaging Interface.
FIX: Floating Rate Loan Payment Review HTML Widget; add "New First" column
The Floating Rate Loan Payment Review HTML Widget now includes the "New First" column.
FIX: Reporting; Summarised reports; Code column width increased to minimise wrapping
When a report is summaries, i.e., a grouping selected and the "summarise" button checked, the report columns change to display a code and description column.
NEW: Banking Interface; added new service "Monoova"
A new web API based banking interface service "Monoova" has been added for Australia.
FIX: Configuration Security Report; Typo corrected
NEW: Deposit Account, Interest Payment Type change wizard; now audits "Capitalise" setting if unchecked
For a Deposit Account, the Interest Payment Type can be changed and, if changing from "Compound", there is an option to capitalise the compounded Interest.