Release History
finPOWER Connect (All) 3.04.02
NEW: Help, Support, Support Information; updated "Future Compatibility Information" section
The Help, Support, Support Information "Future Compatibility Information" section has been updated to include additional warnings for Scripts.
FIX: HTML Widgets; Bank Entry wizard; User cannot delete their own Batch
Non-Administrator Users were unable to delete Bank Batches they had created.
FIX: HTML Widgets; Bank Entry wizard; Changing Batch ID and attempting to save Batch fails
Attempting to change the Batch ID of an existing Batch on the "Batch Details" page of the Bank Entry HTML Widget causes a "Bank Batch not found." error to occur.
FIX: Client form; Logs page; Updating or deleting Account Application Log does not refresh grid
Updating or deleting an Account Application Log shown on the Logs page of the Client form was not refreshing the grid to show updated information as it did when updating or deleting a Client Log.
FIX: Resolving File Names; may not correctly resolve folder name
When resolving filenames, if the filename does not include a root directory, e.g. "c:\", and the base folder has a tag, i.e. [AppFolder] or [DbFolder], the file name is incorrectly generated.
NEW: Security Statement Item List Report; added Columns selection
The Security Statement Item List Report now allows some columns to be shown/ hidden.
FIX: Clients form; Logs grid; Deleting "Account Application" Logs not working as expected
Deleting Account Application Logs displayed in the Logs grid on the Clients form is not supported.
NEW: Client List Query and Report; Added "Web Access" filter and column
The Client List Report now includes the following:
NEW: Unique index removed from unused ISSearch database table
The unique index IX_ISSearchSourceTypeSource on the ISSearch has been removed and replaced with a non-unique index.
NEW: Illion (Australia) Individual Credit Enquiries can now be performed for Clients and Applicants
The ability to perform Illion (Australia) Credit Enquiries for Individuals has been added for Clients and Applicants.
NEW: TreeView; Allow Ctrl+Home and Ctrl+End to move to first and last nodes
TreeView controls such as the Permissions Explorer now allow the use of Ctrl+Home and Ctrl+End to move quickly to the first and last nodes.
FIX: Summary Tables; Heading spanning multiple columns may not include the last column
When using the .ColSpan property in an ISSummaryTable to make headings span multiple columns, the last heading may not span all columns as expected.
NEW: Global Settings; "Registered" Status of Securities, New Statements not saving
Under Tools, Global Settings, Securities group, New Statements page, the default "Status" not saving if set to "Registered". The Status defaults back to "Not Applicable".
NEW: Portals form; Multi-Factor page; New "Defer by default on Sign-In form" option
When multi-factor authentication (MFA) is configured for a Portal, a number of "Defer Days" can be configured. This allows the Client/ User to check a box to say not to send any further MFA codes for X days.
FIX: finPOWER Connect Cloud Configuration form; Menus; Add Menu; HTML Widget type menu items configured to open in "Record Tabs" do not work
Any menu items of type "HTML Widget Script" or "HTML Widget" defined on the "Add" menu and configured to target "Record Tabs" did not work.
FIX: Parameters; Range Parameter that was previously defined as a List Parameter containing a CSV List may not work as expected
Defining a Parameter as a List and specifying a comma-separated list of values causes issues if the Parameter is subsequently changed to be a Range Parameter.
NEW: Account Payment Transfer wizard now available in finPOWER Connect Cloud
Eligible Account Payment Transactions can now be transferred to another Account in finPOWER Connect Cloud. This is achieved by selecting the desired Account Transaction on the Account form and selecting the "Transfer" button at the bottom of the grid.
FIX: "Open record in a new browser tab" links may open finPOWER Connect Cloud in a new tab but then revert to the Home view
Certain actions such as clicking the icon new to the "Subject" field to view an Information List in the Client Log form open a form in the background.
FIX: Portals; Various built-in pages were not sizing correctly on mobile devices
The following Portal pages were not displaying correctly on mobile devices since they were missing the HTML meta tags setting the mobile devices viewport:
NEW: Account Payment Method Entry; Bank Short Name being set to full Bank Name
When entering Bank/ Branch (New Zealand) or BSB (Australia) information for an Account, e.g., Account Payment wizard, the Bank Short Name is incorrectly updated to the Bank's full name.
NEW: Account Payment Transfer wizard Improvements
The below improvements have been made to the Account Payment Transfer wizard:
NEW: HTML Widgets; Account Payment Transfer HTML Widget added
The Account Payment Transfer wizard is now available as an HTML Widget.
FIX: Workflows: Outgoing Communication; Client type Workflows do not list all expected contacts
When selecting an entry in the "Contacted" dropdown on the Workflow Actions wizard, Outgoing Communication wizard for a Client type Workflow, the "At" list may not show all of the expected values in the list, e.g., it may only show an email address when y...
FIX: Account Payment Method; Bank Account picker showing Bank/ Branch twice for NZ databases
In New Zealand, the Account Payment Method Bank Account picker, used in places like Account Payment wizard, may show the Bank/ Branch doubled-up.
FIX: HTML Widgets; Bank Entry; Clearing Account Id in grid fails to save Batch with serialization error
Clearing an Account Id in the Bank Entry HTML Widget, Transaction grid and attempting to save the Batch caused a serialization error such as:
NEW: Pending Service Request wizard; fails to load
The Pending Service Request wizard may fail to load if an illion Bank Statement is corrupt.
NEW: Business Layer; finAccountCalc.ToHtmlWidgetJsonString; Now supports "includeSchedule" parameter
The finAccountCalc.ToHtmlWidgetJsonString method has an optional "includeSchedule" Boolean parameter.
FIX: Centrix Credit Bureau; updated Summary Page to workaround issue with Judgements
The CentrixNZ summary page has been updated to display "Judgements" overview data from the "SummaryItems" objects when no "Judgements" data has been loaded.
FIX: Centrix NZ; Consumer Product Enquiry may not return Judgement data
The Centrix NZ "Consumer Product Enquiry" service may not return "Judgement" data when the credit enquiry includes a "Judgement".
NEW: Centrix Credit Bureau; added support for Quotation Credit Enquiries being confirmed by Centrix via CCR data
To allow more flexibility, an option to **NOT** confirm Quotation Credit Enquiries for Centrix has been added - instead updating the "Pending" status within finPOWER Connect to "Confirmed by Credit Bureau".
NEW: Reporting view; Documents are now available to be executed
The ability to execute a Document has been added.
NEW: HTML Widgets; Document Execute wizard
The Document Execute wizard is now available meaning that bulk Documents can be produced from finPOWER Connect Cloud.
NEW: HTML Widgets; Account Processes; "Finish" button is now captioned "Close" when complete
The Account Processes HTML Widget has been updated to turn the "Finish" button into a "Close" button when the process is complete (rather than disabling it and relying on the User to click the "Cancel" button).
NEW: Account Overdues; add ability to override Account Type "Limit the Overdue Balance to the balance of the Account?" via scripting
There is now the ability to override the Account Type "Limit the Overdue Balance to the balance of the Account?" via scripting.
NEW: Notifications form; "Copy" button added below grid to easily copy contents to the clipboard
A "Copy" button has been added below the grid on the Notifications form (viewed by clicking the Icon to the left of the User icon in the top-right of the User Interface).
NEW: HTML Widgets; Email and SMS previews do not use the correct preview font
Email and SMS previews were using the default browser font (e.g., Times) instead of the font used for previews within finPOWER Connect desktop.
FIX: HTML Widgets; Security Statement Item; PPSR B2G (AU) Registration Statuses not defaulting correctly under some scenarios
The Security Statement Item HTML Widget was not defaulting PPSR B2G (AU) Registration Status information correctly when adding a new Security Item. The default was calculated based upon the first Security Type item in the Admin Library, not the selected S...
FIX: illion BankStatements; Account totals properties updated in Business Layer
The illion BankStatements account totals on the ISBankAccountEnquiryResponse_BankStatements_DownloadData and ISBankAccountEnquiryResponse_BankStatements_BrokerFlow Business Layer objects have been updated to use the new top level Accounts object.
NEW: illion BankStatements; New simplified Business Layer properties added
The illion BankStatements Business Layer objects ISBankAccountEnquiryResponse_BankStatements_DownloadData and ISBankAccountEnquiryResponse_BankStatements_BrokerFlow have new simplified properties added will return the following data irrespective of which...
FIX: Security Statement Log; Attaching a file when creating log does not upload file as expected
Creating a Security Statement Log and opting to attach a file was not uploading the file as expected.
FIX: Dynamically updating the "LimitToList" Property on a ComboBox in finPOWER Connect Cloud did not work
Dynamically updating the "LimitToList" Property on a ComboBox (i.e., updating it after initialisation) was not respected in finPOWER Connect Cloud. E.g., if a ComboBox was updated to be limited to list, it would remain off.
NEW: Account Transaction Summary Page; added actions to open Statement and Bank Transaction
In the Account Transaction Summary Page there are new actions to open Statement/ Remittance and Bank Transaction drilldown forms.
NEW: Account transactions grid; added new column "Log Pk"
A new column "Log Pk" has been added to the Account Transactions grid. This displays the Statement's Log Pk that the Transaction appears only, or blank if it isn't on a Statement/ Remittance Advance.
NEW: Transaction Entry; can commit a Transaction to an Account after changing to an invalid Account code
In the Transaction Entry wizard, a Transaction can be committed to a seemly invalid Account code.
NEW: Menu items without an Icon appear with an "Invalid" icon if configured to display on "Record Tabs"
If a menu item is configured to show in "Record Tabs" (via the finPOWER Connect Cloud Configuration form in finPOWER Connect desktop) and that item is not assigned or does not have a default icon, the "Invalid" icon was being displayed as the Record Tab i...
NEW: RealAML; update to latest specification including Bank Match
The RealAML service has been updated to the latest RealAML specification, version 1.4.0 dated 03/10/2021.
FIX: Account Payment Arrangement; removed testing code
Some testing code was left in the Account Payment Arrangement Document, and has been removed.
NEW: HTML Widgets; widget.UI.DateTimeZone; VisibleRow property added
The HTML Widget DateTimeZone control now has a VisibleRow property.
NEW: Security Statements; not exporting/ importing several PPSR fields on an Item (Australia)
Security Statement Items were not exporting/ importing some PPSR fields for Australia.
FIX: Deposit Interest; update code for checking if valid to pay Interest via Direct Credit/ Cheque
The program code used to determine if a Deposit Interest Payout via Direct Credit/ Cheque can be made has been updated to make it easier to understand.