finPOWER Connect - v. 3.04.00 - released 30 June 2021

Note:  We recommend that you contact MBSL in the first instance if you are considering upgrading to this latest version. 

Clients

• Contact Methods

 - Email and phone contacts now only support a single Home, Work or Mobile flag.

• Personnel/Employment

 - Added ability to capture both individual and organisations (previously you could only capture individual for an Organisation and Organisations for an Individual).

• Statistic Sets

 - Added option to audit changes.

• Client Warnings

 - Now includes expired identification items.

Accounts

• Account Type Promotions

 - Added ability for a Promotion to override Default Interest and Default Fees.

• Standard Transactions

 - New "Per Annum" option for Percentage basis rates.

• Deposit Accounts

 - New option to roll Interest Payout dates forward if they fall on a non-business day.

- Schedule now adjust Withdrawal Standard Transaction so not to take Balance into Negative.

- Australian Annual Investment Income Report (AIIR) updated to version 13.0.01 (for 2021 Tax Year)

• Credit Enquiry Quotation Confirmations

- Updated matching logic

• Direct Debits

- Now processes "reduced to zero" value transactions

• Refunds

- Option to set Element to be not Due immediately

• Added new fields

- Added UserDecimal0 to 9 fields; allows easier SQL Query for Sum() etc.

- Search 0 to 4 fields; set via script, used in quick Search (for SQL Server databases)

- Account Archives; added Archive Note field

Entities

- Added second Logo and Resource fields

Workflows

- Added new "Send Web Mail" Item Type

Credit Bureaus

• RealAML

- Identity Verification service added

- Supports Identity Verification, Biometric Face Match and PEP

• Centrix (New Zealand)

 - Commercial Report - updated to include Positive Data and Score information

- Added Positive Commercial Bureau Data Upload and Response File import

• ABN Lookup (Australia)

- Configuration moved to Cost Centres

• Credit Sense (Version 2)

- Added option to extend Quicklink expiry

- Added "Refresh" facility

• Creditworks (New Zealand)

- Removed service, as no longer supported

• GreenId (Australia)

- Configuration moved to Cost Centres

- Updated to Version 3 of the API

• illion/Dun and Bradstreet Consumer (Australia and New Zealand)

- Removed service

- Use "illion Australia" and "illion New Zealand" services instead

• Motorweb (New Zealand)

- New option to use Trade-Me valuations

• NZ Companies Office

- Removed service

- Use "NZ Government" service instead

• NZ Government

- Financial Service Providers API removed, as no longer supported by MBIE

- NZBN Entity Details - Updated to include Business Ethnicity Identity information

Messaging Interface

- Removed Beta warning

- Added support for multi-line text messages 

Word Documents

• Added new Branch and Entity Logo and Resource bookmarks
• Added ability to set a Bookmark to an image from byte array

Portals

- Added support for Multi-Factor Authentication (MFA)

Maps

- Added support for Google Embedded Maps

Service Logs

- Removed link between Service Log and Audit Log

- Audit Search Updated

• New options to filter Service Log searches by Chargeable, Windows User, Machine Name and IP Address
  

User Security

- New option to automatically lock finPOWER Connect if left inactive for a period of time

Security

- SMS Multi-Factor Authentication (MFA) method added

- Multi-Factor Authentication simplified and bought in line with Portal changes

- Uploading of files can be disabled (more for demonstration installations than a production feature)

- Subresource Integrity (SRI) can now be applied to external resources where possible

- Content Security Policy (CSP) can be enabled

- All main record forms (Accounts, Account Applications, Clients, Security Statements and Workflows) now have a permission key allowing access to be restricted

- Permission keys added to restrict access to Email Message and SMS Message forms

Processes

- The Processes view now shows HTML Widget Scripts that are configured to show in the Process menu

- The Processes view icon now spins when a background process is running

- Running a background or long-running process such as Account Processes will now email the User once the process is complete or has failed

- New "Downloads" tab to show files generated by background processes or HTML Widgets

Clients

- Web Password can now be updated from the Web Access page

- Portal Multi-Factor Authentication (MFA) can be reset and and emergency code generated from the Web Access page

Workflows

- "Skip" and "Unskip" item functionality added

- "Send Web Mail" now supported

- BankStatements "Bank Account Enquiry" items and other services are now supported correctly