Release History
finPOWER Connect 4.00.01
FIX: Centrix; SmartID Enquiry fails if "Omit Passport Details" is checked
The Centrix Consumer Product Enquiry with SmartID could fail with the error message "DIA Passport verification requires a Passport Expiry date".
NEW: Business Layer; Checks to invalid Permission Keys for Administrators will now return False
Previously, if a User was signed in as an Administrator, all calls to finBL.CurrentUser.Permissions.Allow() would return True.
FIX: Task Manager 2; Recent Actions may be overwritten if using finPOWER Connect Cloud and Desktop versions to action items
The Recent Actions shown in the Task Manager 2 may be overwritten or, items lost, if a User was using both finPOWER Connect Cloud and Desktop versions to action items.
FIX: HTML Widgets; New Account wizard updated do make Maturity Instruction Payment Method mandatory
The New Account HTML Widget incorrectly allowed the Payment Method for the Maturity Instruction, Payout to be blank.
FIX: Bookmarked Role shows invalid icon in Task Pane, Bookmarked tab
Roles can be bookmarked (currenty only in finPOWER Connect Cloud) but, when viewing Bookmarked records in finPOWER Connect desktop, the invalid icon is used when displaying a Role.
FIX: HTML Widgets; New Account wizard; Updating Maturity Repayment details from "Direct Credit" to "Cheque" may retain Bank Account details
Deposit Accounts created via the New Account wizard HTML Widgets could save with an invalid combination of Payment Type vs Payment Method.
FIX: New Account wizard; additional validation added for Maturity Instructions
Extra validation has been added when adding a new Deposit Account with regards to Maturity Instructions.
FIX: Maturity Instruction Change wizard; saves information no longer valid
The Account Maturity Instructions Change wizard was leaving previously entered, but no longer valid, information on the Account.
NEW: Centrix Individual Enquiry HTML Widget; Birth Certificate Verification
Birth Certificate Verification has been added to the Centrix NZ Individual Enquiry HTML Widget. This is available when doing a SmartID Verification and requires the user to enter the Birth Certificate Registration Number.
FIX: Bank Transaction Export Summary report; Unexpected error if "As per Grid" option selected
At the end of the "Export Bank Transactions" wizard, the User is given the chance to "Print Bank Transactions Export Summary?".
FIX: HTML Widgets; Incoming and Outgoing Payment Details controls; Selecting item from grid after clicking "Lookup" button fails with JavaScript error
Attempting to select an item from the grid on the "Lookup Banking Details" form (e.g., from the Account Maturity Instruction Change wizard after selecting "Payout All", may fail with a JavaScript error relating to the "PaymentTypeCategory".
NEW: Maturity Instruction Change wizard; additional validation added
Extra validation has been added to the Account Maturity Instructions Change wizard, i.e. finAccountMaturityInstructionChange, to stop the Payment Type being set to Cheque or Direct Credit and the Payment Method not being the corresponding type.
FIX: Deposit; Interest Payment Details block in Payments Summary page showing incorrect details
The Interest Payment Details block in the Payments Summary page for Deposit Accounts was showing incorrect details.
FIX: Deposit; Maturity Payment Details block in Payments Summary page showing incorrect details
The Maturity Payment Details block in the Payments Summary page for Deposit Accounts was showing incorrect details.
NEW: Task Manager 2; Filter Workflows folder; New grid actions for various communications
New grid actions for the following communication actions have been added to the Task Manager 2, Filter Workflows folders.
NEW: Task Manager 2; Filter Workflows folder; New grid actions to update a Workflow's Recall Date
New grid actions to Set or Clear a Workflow's Recall Date have been added to the Task Manager 2, Filter Workflows folders.
NEW: Task Manager 2; Filter Workflows folder; New grid actions to update a Workflow's Allocated User
New grid actions to Allocate a User/ Clear Allocated User have been added to the Task Manager 2, Filter Workflows folders.
NEW: Script compile; added "Alternate" Obsolete flag
Added a new optional "ALTERNATE" flag to obsoleted members.
NEW: Task Manager 2; Filter Workflows folder; New grid action to Add a new Workflow
A new grid action to add a new Workflow has been added to the Task Manager 2, Filter Workflows folders.
NEW: Centrix Credit Bureau; New Biometric Verification product
Centrix Credit Enquiry now includes Centrix's new Biometric Verification product. This includes ID verification and biometric face matching for AML/CFT purposes.
FIX: Security Enquiry; InfoAgent (Australia); Tab order incorrect
The tab order on the Details page is incorrect.
NEW: InfoAgent (Australia); Vehicle Code and Kilometres added to Valuation
The InfoAgent (Australia) Security Enquiry has new fields added to the Valuation section of the report:
NEW: Time Zones; updated Windows Time Zones
The following Windows Time Zone has been updated:
NEW: finBL.AccountTerminology() method added
A new finBL.AccountTerminology() method has been added. This takes an optional "plural" parameter.
NEW: HTML Widgets; Accept or Decline Account wizard updated to hide content while loading
The Accept or Decline Account wizard HTML Widget has been updated to hide content while loading to avoid the styling flicker associated loading HTML Widgets since updating jQuery.
NEW: HTML Widgets; CentrixNZ; Behaviour when Default Product not in Supported Products
Where the Credit Bureau Default Product defined in the Cost Centre is not in the HTML Widget's Supported Products list, the Default Product is not displayed. Instead, the first product in the Supported Products list is displayed.
NEW: Task Manager 2; Filter Monitored Accounts folder; New 'Managers' range added
Task Manager 2 "Filter Monitored Accounts" folders can now specify a "Managers" range to limit the Account Managers.
FIX: HTML Widgets; Account Restructure; Setting the Next Payment Date did not always work correctly when using Account Types with Payments configured in advance
Where an Account linked to an Account Type set to use Payments in Advance, setting the next Payment Date in the Account Restructure HTML Widget did not have the desired effect on the Payment Schedule. The original next Payment Date would be retained, and...
NEW: HTML Widgets; Security Statement Groups Admin added
The following HTML Widget has been added:
FIX: Accounts; Save fails with an error relating to renaming a Document Manager folder
When saving an Account, finPOWER Connect fails with an error "Failed to rename Document Manager Folder (Accounts ''). Source Id not specified.".
FIX: CentrixNZ Credit Enquiry HTML Widget; SmartID selection logic updated
An issue with the CentrixNZ Credit Enquiry HTML Widget has been fixed where the SmartID and DIA Passport Verification checkboxes were incorrectly toggling so that it was impossible to have neither selected.
FIX: Task Manager 2; Filter Monitored Accounts; Specifying a Monitor Category range that includes <NULL> does not include items not monitored by this category
Specifying a Monitor Category range for "Filter Monitored Accounts" folders that includes <NULL> does not include items not monitored by this category.
FIX: HTML Widgets (including Task Manager 2); Icons do not display correctly if Windows User Name contains a space
Icons in HTML Widgets (include the Task Manager 2 folders) were not displaying if the current User's Windows User Name contained a space.
FIX: HTML Widgets; Transaction Types dropdown may show incorrect values
In certain situations, e.g., on the Bank Entry HTML Widget, the Transaction Types and Element Types dropdowns may not have shown the expected values.
NEW: finPOWER Connect Cloud Configuration; General; File Uploads; Warning now displayed if File Uploads are disabled under General, Security
A warning message is now displayed on the finPOWER Connect Cloud Configuration form, General, File Uploads page if the box to disable File Uploads is checked on the General, Security page.
FIX: finPOWER Connect Cloud Configuration; General; Multi-Factor; Information tooltip updated for clarity
The tooltip on the finPOWER Connect Cloud Configuration, General, Multi-Factor page has been updated to:
FIX: Task Manager (including Task Manager 2); Creating a Task Pane shortcut to the "Logs" tab shows incorrect Logs grid
When the Task Manager (including Task Manager 2) tab is dragged to the Task Pane whist on the Logs/ User Logs tab, launching the new shortcut will incorrectly populate the Logs grid.
NEW: HTML Widgets; Income Distribution; Distribute Income HTML Widget has been added
The Income Distribution wizard has been added as an HTML Widget.
NEW: Document Manager; added a startup warning if finPOWER 5 Compatible Folder Structure was being used
finPOWER Connect version 4 and higher does not support using the finPOWER 5 compatible folder structure for Document Manager.
FIX: Zepto Australia (formerly Split Payments); Webhooks now support reversing completed successful Transactions
Zepto Australia (formerly Split Payments) has been enhanced to support returned/ reversed transactions after the initial payment transaction has been marked as completed successfully.
NEW: Portals and HTML Widgets; Public1 styling may show corrupted checkboxes
Portals and HTML Widgets using the "Public1" Widget styling may show corrupted checkboxes. These appear as a tall rectangle (in most browsers) with no visual indication as to whether the box is checked or not.
NEW: Portals; Allow Clients to download Account and Client Documents not belonging to the signed-in Client
Web Services security prevents Clients accessing another Client's Documents or Documents for an Account that the Client is not listed on.
NEW: Purge; updates to include more audit information and stop a timeout error
The Database Purge has been enhanced as follows:
NEW: ISDeleteQueryBuilder; Added TopLimit for SQL Server
The ISDeleteQueryBuilder object now supports a TopLimit for the SQL Server database provider. This allows you to specify, for example, only 100 records will be deleted.
NEW: Portals form; IDE page; Saving record will now always exit Edit mode if User Preferences are configured to do this
The Portals form IDE page did not exit edit mode when saving a record, regardless of User Preference settings. This was by design but since it was not working as expected, the behaviour has been changed so the IDE page now exits Edit mode just like any ot...
FIX: Element form; Credit/ Rebate Element dropdown list incorrectly set
On the Element form, Credit/ Rebates page, the Credit (rebate) Element dropdown list is incorrectly set if you switch to another form and then go back to the Element form.
FIX: Client Identification Item; Driver Licence; Credit Bureau enquiries not populating correctly
Credit Bureau enquiries that use the Driver Licence Identification item may not populate the Driver Licence details correctly.
FIX: HTML Widgets; Client Banking Details; Zepto Sort Code (where supported) and Account Number not formatted on entry
When entering a Zepto Account Sort Code (where supported) and Account Number in the Client Banking Details HTML Widget, the entered values were not automatically formatted based upon the database country. This has been fixed, and now they will be automati...
NEW: Database Purge; Audit information now includes Timestamp and Error information
The Database Purge Audit record now includes Timestamp and Error information. This assists in tracking what issues there might be when completing a purge.
NEW: Clearing Database Locks; changed from an Administrator only to Permission based function
finPOWER Connect uses special locks to prevent Users doing things like both editing the same Transaction Entry batch and overwriting each other's changes.