finPOWER Connect 3.03.02
A new column "Max(Pk)" has been added to Database information. This helps understand how the database is growing.
FIX: Cost Centre List Report; may fail with an error like "Key 'NZGovernment' does not exist in collection"
The Cost Centre List Report may fail with an error like "An unexpected error occurred running Report 'Cost Centre List'. Key 'NZGovernment' does not exist in collection.".
When exporting a Report to an MS Excel Workbook, and you do not include a valid file extension, the error message displayed may include text from old error messages.
FIX: Equifax (Veda) XML NZ Consumer Product; Summary page fails to load with "An item with this key already exists in the collection" error
The Equifax (Veda) XML NZ Service, Consumer Product, may fail to display the Summary Page report. The following error may occur
The page.UploadFiles (or widget.UploadFiles) method was not working when a Portal was being run from within finPOWER Connect desktop.
When running the New Account wizard, HTML Widget errors relating to being unable to calculate the Comparison Rate were occuring behind the scenes.
FIX: HTML Widgets; New Account wizard; Maturity Instruction not being saved when first creating Account
When first creating a Deposit Account via the New Account wizard HTML Widget, the Maturity Instruction and Reinvest to Account Type were not being saved.
The built-in Credit Bureau web services for "Credit Sense" was failing with a NotAvailable, "Service not available" error.
The following functionality has been removed from the Web Services Test form as it is no longer supported or is obsolete:
A new "Cloud" section has been added to the Permissions Explorer.
When printing a Word Document from a Log, the following unexpected error may occur "Failed to Print Documents. You have not selected any items to include."
A new Credit Bureau Service has been added, Aply ID AML Verification.
The Aply Identification Enquiry is now available as an HTML Widget for Clients and Account Application Applicants.
Viewing a Summary Page generated from an external service such as a Centrix or Aply Credit Enquiry was showing formatting variations between finPOWER Connect Cloud and finPOWER Connect, particularly when viewed from an HTML Widget such as one of the many...
Electronic Signature services were only available in Australian and New Zealand databases - they should be available for all countries.
"BankStatements" is referred to as "Bank Statements" in various messages throughout the system.
FIX: HTML Widgets; New Account wizard; Broker and Dealer Employee dropdowns include Inactive Employees
The Broker and Dealer Employee dropdowns on the New Account wizard HTML Widget were listing non-active Employees, i.e., Employees that were not Active Sales Reps.
The GreenId service Background Check AU product no longer supports Non-DVS Drivers Licence checks as this legacy data source is no longer available from the service.
NEW: finPOWER Connect Cloud Configuration; New settings to help alleviate mobile devices signing out regularly
finPOWER Connect Cloud has a Session Timeout that is configured under the finPOWER Connect Cloud Configuration form, Security page, and is set, by default, to 20 minutes.
The General Ledger export may fail with the following message "An unhandled exception has occurred. Column 'PaymentMethodPkk' does not belong to table.".
FIX: Business layer; ClientFunctions.CreateWebMailFromClient() does not set Action Date or Owner User
The business layer function ClientFunctions.CreateWebMailFromClient() has been updated to set the Action Date to immediate and also the Owner User to the Client Manager User.
FIX: HTML Widgets; New Account wizard; Not respecting Account Type's "Include Account level Insurance details" flag
The New Account HTML Widget was not respecting the "Include Account level Insurance details" flag defined on the "Other" page of the Account Types form.
The following issues have been resolved in the New Account wizard:
Account Direct Debit Stop is now available as an Update Request type. To support this enhancement, the following Business Layer function has been added to easily create this type of Update Request:
NEW: Workflows; New "HTML Widget" type items added to allow running system-supplied HTML Widgets without having to import them as Scripts
A new "HTML Widget" type Workflow Item is available.
The Cost Centres "Equifax AU" service has two new options to limit products from appearing in the list in the Credit Bureau Enquiry wizard.
When changing the Account Role within the Clients grid in the New Account HTML widget, the following checkboxes were not being defaulted based on the Account Role:
The "OK" button on the Action Update Request HTML Widget has been recaptioned to "Update" to be more in line with the existing form.
All Admin reports (both List and Details reports) are now flagged as "Deny by Default".
Account Payment Arrangements are now available as an Update Request type. To support this enhancement, the following Business Layer function has been added to easily create this type of Update Request:
Account Payment Arrangements are now available as an Update Request type and can be actioned in the Action Update Request HTML Widget.
The Database Purge, Master Clear now removes Pools.
Account Application Logs can now exclude Audit Logs and Logs by Subject. The options are defined under Tools, User Preferences, Account Application group, General page.
NEW: New Account wizard; Interest button to calculate Interest Rate from Total Interest is not hidden
In the New Account wizard, Financial page, the button next to the Interest Rate to calculate Interest Rate from Total Interest is never hidden if it is shown.
The button to the right of the "HTML Widget" dropdown on the Workflow Item wizard was not opening the Scripts form as expected.
The original NZ Government service, NZBN Entity Search and NZBN Entity Details products have been made unavailable as they have been superseded by NZBN Entity Search v4 and NZBN Entity Details v4 products respectively.
NEW: Workflows; HTML Widget Script type Workflow Items; Configuration of HTML Widget Parameters is now supported
HTML Widget Parameters can now be configured for "HTML Widget Script" type Workflow Items.
An optional warning has been added where an individual Client is too young or too old.
The NZ Government service NZBN Entity Details 4 product has been updated to include Debt Hibernation information.
NEW: HTML Widgets; Updated to supporting running from Workflow Items and completing the Workflow Item
The following HTML Widgets, when run from a Workflow Item as an "HTML Widget Script" type Item have been updated to complete the Workflow Item once the process has been completed:
NEW: HTML Widgets; New Organisation Client HTML Widget does not allow address entry when the Document Manager is not available
The "New Organisation Client" HTML Widget was not allowing address details to be entered on the third page of the wizard if the Document Manager was not available.
FIX: HTML Widgets; New Account wizard; Editing Standard Transactions is not restricting Payment Methods to the Account's Entity
When adding a new or editing a "Quote" Account, the Standard Transaction wizard (reached by drilling down on the Financial page) was not limiting the available Payment Methods (e.g., for a Deposit's Investment value) based on the Account's Entity.
The New Account wizard HTML Widget now allows Clients to be entered directly into the grid by entering the Client's Id in the Client column.
The Tooltip for Signature under User Preferences, Messaging, Email has been updated.
HTML Widget Scripts run from Workflow Items have always been passed the following as Startup Parameters:
The ability to show a User "Files" tab in the finPOWER Connect Cloud Task View has been added.
An HTML Widget version of the ABN Lookup (Australia) enquiry is now available. This is available to be used for both Clients and Account Application Applicants.
Support for the Long data type has been added to ISKeyValueList.
FIX: finPOWER Connect Cloud Configuration; Scheduled Processes running one hour ahead of configured time
Scheduled Process are defined on the finPOWER Connect Cloud Configuration form, Processed group, Scheduled page.