Release History
finPOWER Connect 2.00.03
FIX: User Recent Actions were being written from the Web Interface when they should have been disabled
When using the Web Interface, User Recent Actions (e.g., when performing Workflow tasks) were being recorded. This could lead to trace warnings being raised by the business layer and, potentially corrupted error messages if Scripts or other external code...
NEW: Bank Account Enquiry; Client Logs now include actions to Email/ SMS requests
When a Bank Account Enquiry is created there are options to Email and SMS the Client regarding the request. However, once this wizard is closed there was no way to resend the Email or SMS.
FIX: Bank Account Enquiries; Pending Enquiry missing if an email or SMS has been sent
If an email or SMS is sent the request does not appear on the Pending Bank Account Enquiry wizard.
FIX: New User wizard not handling Users with a dash in correctly and Copy User Preferences wizard now warns if a range of Users is specified
When copying User preferences via the 'Copy Settings' page in the New User wizard, if the new User 's User Id contained a dash, this could overwrite an entire range of Users' preferences
FIX: Workflows; Workflow Items of types 'Close Workflow' and 'Cancel Workflow' do not update item status or change Monitor Categories and Workflow Flag colour
Upon actioning Workflow Items of types 'Close Workflow' and 'Cancel Workflow', the Workflow was closed but the status of the item was not set to Complete and changes to the Account's Monitor Categories and the Workflow's Flag colour were not made.
NEW: Grids; multi-column dropdowns now support sorting columns
When entering data in a grid often a column will include a multi-column dropdown to select the value, for example, the Element column in Transaction Entry, the Statistic column in the Client Statistics Set drill form. These dropdowns now support sorting o...
FIX: DecisionLogic; Bank Account Enquiry fails with a "message size quota" error
Performing a DecisionLogic Bank Account Enquiry may fail with the following error:
FIX: Workflows; Sending an Email or SMS to multiple Accounts via the Task Manager uses Account details from the first Workflow
Sending an Email or SMS to multiple Accounts using the Workflow Actions wizard via the Task Manager, uses the first Account's details when resolving tags within Email and SMS messages.
FIX: Veda Credit Enquiry Options; Removed Reference dropdown value "[ClientId].[UserId]"
The Veda Australia and New Zealand default "Reference" dropdown item "[ClientId].[UserId]", found under Global Settings, Clients, Veda AU/NZ, has been removed.
FIX: Client Key Details; may show Work phone number in Phone number field if no Home number found
On the Client Key Details summary page the Work phone number may be shown in the Phone number field - if no Home number is found.
NEW: Monitor Category Changes; added Script events to handle additional processing requirements
The Account Monitor Category Change wizard/ object has new script events to handle additional processing requirements.
NEW: finPOWER Connect Business Layer; removed obsoleted object finAccountMonitorCategoryUpdate
The obsoleted finAccountMonitorCategoryUpdate object has been removed from the finPOWER Connect Business Layer. You must use the finAccountMonitorCategoryChange object from this version forwards.
FIX: Clients, Identification items; drilldown form may not display the Notes page
The Client Identification item drilldown form does not display the Notes page if the Global Settings, Client, General, Identification is set to "None".
NEW: Bank Import Service "WBC Payway CSV Payments"; updated to support import of BPAY Reference
The Bank Import Service "WBC Payway CSV Payments" has been updated to support importing of items with a BPAY Reference.
NEW: Banking Reference Number; new options to specify Prefix and Length
There are new options to specify a Prefix and Length for the Banking Reference Number. This allows BPAY references to be generated that include a Bank allocated facility code, such as Westpac's Payway product.
FIX: Database Purge, Master Clear; failing for some databases
The Master Clear option under Database Purge may fail if there are records in the MailboxItem table.
FIX: CreditWorks Credit Enquiry; may fail with an Unhandled Exception error
When attempting to run a Credit Enquiry for CreditWorks New Zealand, finPOWER Connect may fail with the error "An unhandled exception has occurred. Object reference not set to an instance of an object" and then close.
NEW: Web Browser control now uses latest IE emulation mode for HTML 5 compatibility
The following registry entries (to cater for both 32 and 64-bit versions of Windows) are now added upon installing finPOWER Connect:
NEW: Decision Logic; order of columns in Transactions table changed
The order of columns in the Transactions table in the HTML Report has been updated.
NEW: Credit Sense; Interface added to retrieve Bank Statement and Centrelink Income Statement information
A new interface has been added to retrieve Bank Statement information via Credit Sense's services.
NEW: Information Import; Global Settings will no longer be imported if the database has existing Accounts
Global Settings will no longer be imported, via File, Import/ Export Information, if the database has existing Accounts.
NEW: Web Subscribers and Web Services Test forms now available
Web Subscribers and Web Services Test forms are now available from the Tools, Web menu.
NEW: VedaXML Australia; update Organisation Identification product to version 2.0 of specifications
The VedaXML (Australia) Organisation Identification product has been updated to version 2.0 of the specifications.
NEW: Workflows; AfterItemAction event now has access to Decision Outcome
Workflow Items of type 'Decision Card' produce a Decision Outcome (a finDecisionOutcome type object). This is now available for Scripts to use in the 'AfterItemAction' event.
NEW: VedaXML Australia; update Individual Vedascore products to version 3.5 of specifications
The VedaXML (Australia) Individual Vedascore products have been updated to version 3.5 of the specifications.
FIX: VedaXML (Australia and New Zealand); failed requests were not storing raw Response details
When a Credit Enquiry request for VedaXML (Australia and New Zealand) fails, the raw response details were not stored in the ISServiceLog table.
FIX: Credit Enquiry; VedaXML Australia, Vedascore Commercial product sends Occupation as Employer
The Credit Enquiry VedaXML (Australia) Vedascore Commercial product sends Occupation as Employer.
FIX: Credit Enquiry, VedaXML (Australia) service may default to use Credit Bureau File Id when no File Ids recorded
The VedaXML (Australia) Credit Enquiry service may default to use the Credit Bureau File Id when no File Ids are recorded for the Client.
NEW: Workflows; Bank Account Enquiry items; Service is now mandatory on wizard for 'Automatic' items
If the 'Automatic' box is checked for a Bank Account Enquiry type Workflow Type Item then entry of the Service is now mandatory.
NEW: General Ledger Export; emPOWER database and user credentials now stored on each Entity
The emPOWER database and user credentials are now stored on each Entity for the General Ledger Export - emPOWER Direct and Save options.
NEW: Client Contact Methods; Business Layer function finClientContactMethods.GetCurrentContactMethod tristate parameters not working correctly
The Business Layer function finClientContactMethods.GetCurrentContactMethod was not returning anything if either contactHome, contactMobile or contactWork was set to iseTriState.False.
FIX: Account Control Report; Bank Account Suspense sub-report not being shown
The Bank Account Suspense sub-report was not being shown in the Account Control Report unless licensed for Entities.
NEW: Entity Add-On; new option for External Party Disbursements and Commissions to match Entities
Currently one Disbursement and one Commission Account is defined per External Party. Disbursements and Commissions are paid to this Account regardless of the underlying Entity for the Account it relates to.
FIX: Imported Bank Batch; fails to Delete batch after Transactions have been transferred to Suspense
An Imported Bank Batch fails to Delete after some (but not all) Transactions have been transferred to Suspense.
NEW: Disbursement Accounts; new Permission Key to prevent users changing the Outgoing Payment Details
A new Permission Key has been added to prevent users changing the Outgoing Payment Details for Disbursement Accounts.
NEW: XML Import; added Password element to Client
The finPOWER Connect XML Import file specification has been enhanced to include the Password for a Client.
NEW: Importing Accounts; added 'PaymentFirstDate' element to finAccount/Financial section
The finPOWER Connect XML Import file specification has been enhanced to include the First Payment date for a Loan.
NEW: New Account wizard; Instalments button drilldown does not update the Interest Cycle from Payment Cycle
In the New Account wizard the Instalments button drilldown shows a matrix of Payment frequencies (Weekly, Fortnightly and Monthly) verses Terms (e.g. 6 Months, 1 Year) and allows the User to easily choose a Term/ Payment frequency combination.
NEW: Account Overriding Payments; including a time portion in a date range was not handled properly
When entering overriding payments in the New Account, Payment Arrangement and Account Restructure wizards and using a date range, the date range is unexpectedly changed.
NEW: Regional Settings; date entry is incorrectly handled for non day-month-year regions, e.g. USA
There are various issues with date and date range entry for non day-month-year regions, e.g. USA where date entry is month-day-year. For example, the date spin control might change the incorrect part of the date.
FIX: Start-up options; /DesktopImage not working correctly
The start-up option "DesktopImage" was not working correctly.
NEW: Client Addresses; added new function in Business Layer to return an address based upon the Contact Method
A new function has been added to the finPOWER Connect Business Layer to return a Client address based upon a Contact Method.
FIX: General Ledger Export; Universal file export not setting TransactionId
The "Universal" General Ledger Export file type was not setting the TransactionId property and therefore including the corresponding property.
NEW: General Ledger Export; added more properties to finGLExport object for Custom exports
Additional properties have been added to the finGLExport object for "Custom" General Ledger Exports to use.
NEW: Combo box dropdown; increase standard maximum number of items shown from 15 to 20
When opening the Combo box dropdown the standard maximum number of items shown was 15. This has been increased to 20.
NEW: Account Payment Arrangements; Add Promises now supports scripting
The Account Payment Arrangement wizard, Add Promises button, now supports a script event to override the generation of Promises.
NEW: VedaXML NZ; Add Comprehensive Reporting Data for Consumer Enquires
Comprehensive Reporting Data for Consumer Enquires has been added to the VedaXML NZ Credit Enquiry service.
FIX: Log file attachments; folder is no longer automatically created when opening file
When opening a file attachment on a Log, the default folder for the Account, Client etc., is no longer automatically created.
FIX: Account Interest Rate Change wizard; Rate Table description not showing
On the Account Interest Rate Change wizard the Rate Table description was not showing.