finPOWER Connect Portal Overview

Overview

Portals represent Web applications that can be designed within finPOWER Connect and then used either internally (within finPOWER Connect) or, more importantly, externally via Web Services.

Examples or what Portals may be used for are:

Client Portal

e.g., Clients can access the Portal via a Web Browser and view a list of their Accounts.

Dealer/ Broker/ Agent Portal

External Party Users can sign in, add Account Applications and view their Tasks.

Note: It is strongly recommended that you consider finPOWER Connect Cloud before embarking on creating a Portal that targets finPOWER Connect Users.

Public Loan Application Portal

Typically, a Loan Application form can be implemented as an HTML Widget. However, using a Portal to provide this functionality may be advantageous in certain situations.

WARNING: Portals are not designed to cope with the load that a public-facing Website may undergo, hence, they should be limited to the sub-set of functionality that requires finPOWER Connect, e.g., a Loan Application process

Forms

Portals are maintained via the Admin, Portals form.

Like most other Admin libraries, Portals can be Exported and Imported. However, a special "Export Package" action exists for Portals. This will create an export package that contains not only the portal but also any Scripts that are referenced such as HTML Widgets via <%widget%> tags or portal.insertWidget JavaScript calls.

Note: Packages must be imported via the File, Import/ Export Information, Import Information wizard.