finPOWER Connect 3.02.00
FIX: Business Layer; Account Applications; UpdateApplicantFromClient method not loading physical address as expected
The finAccountAppTypeScriptBase.UpdateApplicantFromClient method used in Account Application Type Scripts to pre-load Client information into an Applicant was not always loading address information as expected. The AddressPhysical property was not always...
Dealer was not showing in the Basis List for the Accounts Breakdown Report and, if "Dealer" was selected as a startup option for the Widget, no records were shown.
Under Global Settings, Clients group, Addressing page the dropdown lists from Address Map URLs has be tidied up and invalid URLs removed. This now leaves only http://maps.google.com/maps?q=[Address].
FIX: General Ledger Export; "emPOWER 5 Direct" and "emPOWER 5 Save" fail if error and then run a second time
When completing a General Ledger Export using either the "emPOWER 5 Direct" or "emPOWER 5 Save" formats, finPOWER Connect may fail with the message "An unhandled exception has occurred. Object variable or With block variable not set" and then crash.
The Account Details Report is incorrectly showing the "Default Interest" value as a percentage in the Audit block.
The Process, Print Documents wizard now includes scripting events.
A new function has been added to finClientFunctions to retrieve the best Client related to the specified Phone Number.
Added support for Centrix "File Transfer" service. This includes the "Upload File", "Download File", and "Retrieve List" products.
The New Account wizard HTML Widget was losing Security Items if NOT licensed for Security Enquiry.
The Security Statement Item HTML Widget was still showing the PPSR page for Australian databases, even when NOT licensed for the PPSR Interface.
The Credit Bureau Defaults wizard may fail with a timeout error if using the built-in script.
HTML Widgets with dropdown lists in their table headers (such as the Basis dropdown in the Workflows Breakdown report) were not working.
The Search button on the Web Configurations form was not working.
Added new Motorweb product "Appraisal Tool" which includes Trade Me Valuation data is available.
The .NET Framework Version, shown in Help, About for example, now supports version 4.8.
MotorWeb Asset Check alerts have been updated to use the date of the enquiry, rather than today's date when showing alerts for the following:
A new function has been added to finClientFunctions to retrieve the best Client related to the specified Email address.
A new system supplied HTML Widget "Account Close wizard" is now available.
A read-only finTask.Icon property has been added to provide the Resource Id of an icon that can represent this Task Type in a User Interface.
LESS can now be used in place of CSS in HTML Widgets to provide a more stuctured way to define Style Sheets, e.g.:
The following HTML Widgets have had data cleared in their test parameters:
The Export Information wizard now supports Web Configurations and Web Subscribers.
Security Statement Items now include a new Insurance Type field. The Security Statement Items HTML Widget has been updated to include this new field.
The Account Application List Query currently only included "PreferredLoanAmount".
The "Summary Script" page of the Workflow Types form now has an option to "Show 'Reply' icon for Logs". This is used when generating the Workflow Logs block in the Summary Page.
FIX: HTML Widget; Account Interest Rate Instruction Change HTML Widget should not have a "CanChange" property
The Account Interest Rate Instruction Change HTML Widget has been updated to remove the property "CanChange". This property was not used, and was therefore confusing.
FIX: Workflows; Version 2; Can now access the finAccountProcesses object from which the Workflow is being executed
When a version 2 Workflow is being executed via the "Run Account Processes" wizard, the finWorkflowExecutor object now exposes an AccountProcesses object which allows the Script code to access any of the properties on the finAccountProcesses object.
Changes to User Data on a User is now audited.
FIX: HTML Widgets; Addressing; Street Unit being lost when not using the AddressDetails Widget control
The Client Contact Address HTML Widget uses the widget.UI.AddressDetails and, when typing an address containing a unit number such as "4/73 Castor Bay Road", the unit number (4) is preserved.
Under Tools, User Preferences, Tasks & Workflows group, Sharing page, the entry of Users being shared to has been simplified.
A new "Show Fee page?" option is available when defining Log type Workflow Type Items.
A new "Run Account Processes" HTML Widget is available.
A new "Processes" system group can be added to finPOWER Connect Cloud Menus.
An Icon can now be specified on the Options page of the Scripts form for HTML Widgets.
A new "Process" page has been added to the "Forms & Actions" section of the finPOWER Connect Cloud Configuration form.
New Permission Keys have been added to stop a User changing Log Notes in the User Interface.
When updating or cancelling an Electronic Signature Service Log, the Linked Log (e.g. Client Log) may fail to be updated. The Electronic Signature is still updated successfully.
When printing Documents, finPOWER Connect may fail to update the "Printed Status" on Log - and no error is reported.
A folder in the Task Manager that shows Accepted, Declined or Unwanted Account Applications may not correctly refresh items when they are changed.
NEW: MotorWeb Monitoring; updated wizard to better handle stopping monitoring for Security Statements no longer Registered
If a Security Statement is currently being monitored by MotorWeb then monitoring should be stopped if either:
The ability to cancel Equifax AU requests that are "In Progress" has been added.
Account Type Rule Overdue Conditions now support Business Days.
Cost Centres now supports Equifax Australia Credit Bureau for Credit Enquiries.
The finPOWER Connect Business Layer function finBL.AccountFunctions.GetOverdueDetailsPk() returns the number of Days Overdue and number of Business Days Overdue.
Settings for Credit Bureau Defaults are now defined under Global Settings, Credit Bureau group, General page. Previously they were constants under the Credit Bureau Defaults "Object" event script.
A new option has been added to the Credit Bureau Defaults script to stop adding new Defaults that are more than 5 years old. The new option is defined under Global Settings, Credit Bureaus group, General page and its default value is 5 (years).
NEW: Payment Arrangements; New permission keys to allow via Workflows even when denied from Accounts form
The following Permission Keys have been added (denied by default) to allow Users to add Payment Arrangements and Promises via Workflow Items even in they are denied on the non ".Workflow" suffixed keys:
The following HTML Widgets have been updated to use the correct test mode setting (CostCentreTestModeResolved) rather than finBL.Settingsuser.CostCentreWarnOnCharge:
The New General Ledger Interface has been taken out of beta.