Release History
finPOWER Connect (All) 3.04.02
FIX: Documents; File Type "Log"; Does not allow entry of Template Subject and Message and options page should not show "Publish Status and Priority" fields
Documents with a File Type of "Log" did not allow entry of a Template Subject and Message on the Document page.
NEW: Deposit Interest; update rules for Transferring Interest
Deposit Interest Transfers can now be processed on the next Banking Day with a grace period of a further two Banking Days.
FIX: finMessageRecipients.Execute does not set "Sent" flag on items when Email or SMS is sent
The business layer finMessageRecipients collection allows sending of Email and SMS messages for all items flagged with Include = True and CanSend = True.
NEW: HTML Widgets; AddressDetails control now includes the "Countries" Information List when populating the Country dropdown list
The Country dropdown list in the AddressDetails HTML Widget control previously was only populated from the list of finPOWER Connect's list of supported countries. As well as this list, items in the "Countries" Information List are also appended to this ex...
FIX: Documents; Changing Message for New Messaging Interface SMS messages not working
These issues apply to the New Messaging Interface.
NEW: Account Roles, Product Types; added tooltips
To assist understanding when Insurance details on an Account Client are available, the following tooltips have been added:
NEW: Account Applications; Accept or Decline wizard and Account Warnings fails
The Accept or Decline Account Application wizard may fail with an error on the Account Warnings page.
NEW: Certificates; Usage information incorrect
The Usage information for Certificates was incorrect.
NEW: Securitisation Allocations; New Permission Keys added for Sale, Transfer and Buyback
Three new Permission Keys have been added to further restrict what a User can do in the Securitisation Allocations wizard. There are three actions which can be performed, Sale, Transfer or Buyback. Previously, if a User had access to the process, they cou...
NEW: Message Queue; implement functions for scripting to use Message Queue facilities
Message Queue functionality implemented.
FIX: Reporting view; Downloads grid; Not refreshing every so often to show updated content
The Downloads grid on the Reporting view is designed to refresh every so often (e.g., every 10 seconds) to show new content, e.g.:
NEW: Web Config; obsolete MotorWeb properties
MotorWeb settings under Web Config are no longer relevant so have been obsoleted and the User Interface form updated to remove the MotorWeb page.
NEW: Processes view; "Refresh" action now appears below Downloads grid
The Processes view has been updated to remove the 'Refresh" action that appeared in the bottom-left of the screen.
NEW: Reporting view; "Refresh" action now appears below Downloads grid and "Customise 'My List'" only appears on the "My List" tab
The Reporting view has been updated to remove the 'Refresh" and "Customise 'My List'" actions that appeared in the bottom-left of the screen.
NEW: HTML Widgets; Account Disbursement; Payment Details controls not initialised with Account Id correctly
The Account Disbursement HTML Widget was not initialising the Payment Detail controls correctly (both incoming and outgoing) with the Account. The result of this was that there was no "lookup" button to select existing Payment Details, nor were the Smart...
FIX: Reporting view; Downloads grid; "Share" and "Rerun Report" actions should have been disabled if multiple rows were selected
The "Share" and "Rerun Report" buttons below the Reporting view, Downloads grid should have been disabled if multiple rows were selected since they only act on the current row.
NEW: Securitisation Allocations; Four Custom Display Columns have been added
The ability to display up to four columns of custom data has been added to the Securitisation Allocations process.
NEW: Securitisation Allocations form simplified to be more intuitive
The type of Allocation being performed (Sell, Transfer or Buyback) in the Securitisation Allocations wizard used to be set depending on the "From" and "To" Funders specified; the different combinations updated the mode the form was going to run in. This w...
NEW: Securitisation Allocations; "In Progress (Refresh Complete)" Background Processes can now be resumed from the "Background" page of "Processes & Procedures" in finPOWER Connect Cloud
If configured, and the User has access to the "Processes & Procedures" page of finPOWER Connect Cloud, any Securitisation Allocation Background Process which is in a Status of "In Progress (Refresh Complete)" can be resumed directly from the "Background"...
NEW: Background Processes; Securitisation Allocations now supported as a Background Process
The Securitisation Allocations process is now supported as a Background Process (scheduled and ad-hoc from the HTML Widget).
NEW: Securitisation Allocations wizard added to finPOWER Connect Cloud
Securitisation Allocations is now available as a finPOWER Connect Cloud Process. This process is initialised via HTML Widget and runs as a Background Process.
NEW: HTML Widgets; Securitisation Allocation HTML Widget now fully featured
The Securitisation Allocations HTML Widget has been implemented fully. It uses Background Processes for both the "Refresh" and "Commit" stages and therefore requires Web Services installed and configured to be used.
NEW: Addressing; Country dropdown can now be limited to list
The list of Countries shown in the Address Country dropdown is made up of Countries natively supported in finPOWER Connect Addressing combined with the Information List "Countries".
NEW: Temporary Files; various enhancements, including fixing an issue where files not removed
Temporary Files are used for various reasons within finPOWER Connect. They should automatically be removed when finPOWER Connect is closed down. However, there are some situations where this was not occurring:
NEW: Processes view; Items reordered and separators added to bring in line with finPOWER Connect desktop menus where possible
Where possible, the Processes view tries to keep items in a similar order and groupings to the finPOWER Connect desktop menu.
NEW: Messaging Services; Verify functionality updated
The Verify function found in Cost Centres for Messaging Services has been updated as follows:
NEW: Reporting and Processes views; New "filter" categories
Previously, the Reporting view had an "All Reports" tab and smaller tabs (after the main tabs) for each of the categories to provide a filtered list of reports.
NEW: Administration and Processes view; Styling and other changes
The styling of the lists on the Administration and Processes views has been brought in line with the Reporting view.
FIX: Bank Transaction List Report; may fail with an error "Conversion from type 'DBNull' to type 'Integer' is not valid."
The Bank Transaction List Report may fail with the error "An unexpected error occurred running Report 'Bank Transaction List'. Conversion from type 'DBNull' to type 'Integer' is not valid.".
NEW: Form Actions menu styling changes
The following changes have been made to the Form Actions menu, e.g., when clicking the Actions button in the bottom left of the Client form:
NEW: Combine Clients wizard added
The Combine Clients wizard is now available.
NEW: HTML Widget; Combine Client wizard added
A new Combine Clients wizard HTML Widget has been added.
NEW: HTML Widgets; New widget.UI.CompareItemsGrid added
A new CompareItemsGrid control has been added.
NEW: Loan Accounts; new "Other Interest" type of "Credit Limit"
A new Account Type, Other Interest type of "Credit Limit" has been added.
FIX: Client Employment drilldown form; can unselect both "Individual" and "Organisation" option
In the Client Employment drilldown form you can unselect both "Individual" and "Organisation" options by clicking on an already selected option.
NEW: HTML Widgets; widget.UI.Grid; New "wrap" option for text columns
In HTML, content will not wrap unless it contains spaces (or similar characters).
NEW: Loan Trial Balance Report; new option to include expected Payments
A new option "Include expected/ future Payments?" has been added to the Loan Trial Balance Report.
NEW: HTML Widgets; widget.UI.DBCombo; ShowDropdown property added
The widget.UI.DBCombo control now has a ShowDropdown property.
FIX: HTML Widgets; Approve Disbursements; Ranges did not respect Licence settings
The Ranges in the Approve Disbursements HTML Widget did not hide the Ranges based upon Licence settings. This has been updated, and now the Ranges are hidden if they are not licenced.
FIX: Zepto (formerly Split Payments); better handling of detailed error responses
The handling of detailed error responses returned from Zepto (formerly Split Payments) has been improved.
NEW: HTML Widgets; RealAML Identification Enquiry; Updated to latest specification
The HTML Widget for RealAML Identification Enquiries has been updated to the latest specifications.
FIX: HTML Widgets; Run Account Processes; Ranges (on Filters page) did not respect Licence settings
The Filters page in the Run Account Processes HTML Widget did not hide Ranges based upon Licence settings. This has been updated, and now Ranges are hidden if they are not licenced.
FIX: Account Transactions grid; when not showing reversed Transactions the balance and allocations may look incorrect
On the Account Transactions grid the balance and allocations may look incorrect if not showing reversed Transactions.
NEW: HTML Widgets; widget.UI.InformationListComboBox control; New option to 'hideAdminFormButton'
By default, InformationListComboBox controls will display a button to open the Information List admin form.
FIX: Account Transaction Summary; Added date to Cleared funds warning
The Account Transaction Summary now shows the date funds are expected to be cleared - not just that they are not yet cleared.
NEW: HTML Widgets; Parameters Host; Styling updated for Page Heading Parameters
Page Headings in the widget.UI.ParametersHost control have been updated to bring them more in line with finPower Connect Cloud, e.g., Report Parameters.
NEW: Australian BSB List; Updated to September 2021
BSB Added
NEW: Australian Postcodes; Australian Suburb Supplemental File Updated to September 2021
The Australian Suburb Supplemental File provided with the finPOWER Connect installation has been updated to September 2021.
FIX: HTML Widgets; Client Identification Item; NZ Drivers Licence Version field width increased
The field to enter the 3-digit New Zealand Drivers Licence Version number has been made wider to avoid chopping off part of the last number.
FIX: Script Code; Too many bookmarks fails to save record with a field size error
The Bookmarks database field, available on the following record types, was limited to 255 characters. Bookmarking too many lines in the Script Code caused an error and prevented the record from being saved: