Release Notes - 201722 - Messaging Ability On Handover Details
Release | 201722
- Messaging Ability On Handover Details |
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Release Date | Nov
2017 |
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1 Summary
The release adds additional functional that allows
for better messaging to customers. The following has been added:
Ability to add images and 5 different descriptions
to finance types, allowing them to be used in different context in different
templates
Custom content blocks can be added and then placed
in email templates. This allows for common content like header
and footer information for example to be placed in a content block and
referenced through many templates. Modifying in the future is easy and can be
done in one place.
Extra display variables have been added that
reference the handover details during an application quotation. This allows a
finance company to send an email to a customer with the details they were
quoted during the application process.
2 Take Note Of
- No new
portal content blocks that have been added that require personalisation.
- New
security permissions that have been added that need to be assigned to user
groups to allow access.
- New
display variables that can be used.
- Custom
content blocks can be created.
- Content
blocks have been added against the finance types. Document variables have
been created for these content blocks and can be used in email templates.
3 Release Details
Ability to capture 5 different content options and
also images against finance types | |
| Options
have been added to capture 5 different content options and also images
against finance types. These can then be used in document and email templates |
Ability to add content blocks to not only pages but
also email templates | |
| Allows
a finance company to create their own content blocks that can then be added
to email templates. |
New document variables against the application | |
| The following
display variables to be used in document and messaging templates will be
added to application: - FinanceCompanyLogo - FinanceCompanyAddress - address on organisational customer - FinanceCompanyWorkPhoneNumber – current work phone number,
organisational customer - FinanceCompanyShortName – short name on organisational
customer - FinanceCompanyName – finance company description - FinanceCompanyLegalName – legal name on legal entity - FinanceCompanyTradingName – trading name on legal entity - FinanceCompanyABNNumber – ABN number from organisational
customer - OriginatorGroupLogo - OriginatorGroupName - OriginatorGroupPrimaryBrandColour – from white labelling - OriginatorGroupSecondaryBrandColour – from white labelling - OriginatorGroupAddress - OriginatorGroupWorkPhoneNumber - FinanceTypeImage – the image loaded against the finance
type of the application - FinanceTypeContent1 - FinanceTypeContent2 - FinanceTypeContent3 - FinanceTypeContent4 - FinanceTypeContent5 - HandoverSuccessFinanceCompanyLogo - HandoverSuccessFinanceCompanyAddress - address number on
organisational customer - HandoverSuccessFinanceCompanyWorkPhoneNumber – current work
phone number on organisational customer - HandoverSuccessFinanceCompanyShortName – short name on
organisational customer - HandoverSuccessFinanceCompanyName – name on legal entity - HandoverSuccessFinanceCompanyLegalName – legal name on
legal entity - HandoverSuccessFinanceCompanyTradingName – trading name on
legal entity - HandoverSuccessFinanceCompanyABNNumber – ABN number, organisational
customer - HandoverSuccessOriginatorGroupLogo - HandoverSuccessOriginatorGroupName - HandoverSuccessOriginatorGroupPrimaryBrandColour - HandoverSuccessOriginatorGroupSecondaryBrandColour - HandoverSuccessOriginatorGroupAddress - HandoverSuccessOriginatorGroupWorkPhoneNumber - HandoverSuccessProduct - HandoverSuccessOriginalAmount - HandoverSuccessAmountFinanced - HandoverSuccessFinanceCharges - HandoverSuccessInterestRate - HandoverSuccessServicingFee - HandoverSuccessTotalInterestRate - HandoverSuccessComparisonRate - HandoverSuccessPaymentFrequency - HandoverSuccessTerm - HandoverSuccessNumberOfPayments - HandoverSuccessEstablishmentFee - HandoverSuccessQualificationPrimaryCreditRating - HandoverSuccessCombinedCreditBureauScore - HandoverSuccessPaymentAmount - HandoverSuccessTotalAmountPayable - |
Some validation messages missing on manually
purchase an application | |
| If
the following Product settings are setup When an
application is manually purchased from within ClearMatch, not all the
validations messages are being processed. |
Support Issue 6077 - Fund Account notes not being
processed | |
| Fund Control Note Queues are not being
cleared. The Fund Control Asset is not being
selected to be processed. |
Can
create duplicate workflow notifications | |
| |
Arrears
letter fees not showing and giving log errors | |
| - click on arrears management - arrears letter processing - select an item - click on the "arrears document templates" tab - select an specific arrears document template - click on the "arrears letter fees". Nothing is displayed. An error also appears in the logs |
Issues while on boarding investor and trying to go
back | |
| 1)
Register a customer 2) Login to portal with the same details of the customer used 3) Select Invest as company and close the pop up 4) You will be navigated to personal details page enter all the mandatory details and click Next 5) Enter an ABN and click Next 6) Enter all the mandatory details and click Continue 7) In related parties page click continue 8) Now you are in Register Bank Account page Issue 1: a) Click on the dropdown and click on go to step 2 The ABN number entered and all the other details are washed out and cannot enter with same ABN number it says ABN already exists in the system Issue 2: a) If selected step 3 the page navigates to error page Issue 3: a) Continue issue 1 and enter new ABN number and continue b) When in step 3 click on drop down box and click on complete You are navigated to Legals and Docs page which is wrong as you shouldn't be able to click that page at all Issue 4: a) When you are in step 2 the numbering of the step is wrong it displays as 4/3 instead of 2/3 |
4 Data Warehouse
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5 Portal Content (Content Blocks,
Validation Messages, Help Messages)
The following content, help and validation messages have been added and
need to be personalised.
TypeName | Content | Key Name | Page Name |
| | | |
| | | |
| | | |
| | | |
| | | |
| | | |
| | | |
| | | |
6 Security Settings Added
The following new security permissions are available and need to be
assigned to the correct user groups to enable access.
REMEMBER DO NOT ASSIGN ANY DELETE
PERMISSIONS TO ANY USER GROUPS
Class Access
Permission Type | Class Name | Can Create | Can Delete | Can Read | Can Update |
ClassSecurityPermission | CustomContentMessage | 1 | 1 | 1 | 1 |
ClassSecurityPermission | CustomWebContentKey | 1 | 1 | 1 | 1 |
Permission Type | Class Name | Method Name |
ContentMessage | GetContentMessageWebContentKeysFromPageName | |
MethodSecurityPermission | ContentMessage | GetDefaultWebContentPageLocation |
MethodSecurityPermission | ContentMessage | GetWebContentPageFromLocation |
MethodSecurityPermission | ContentMessage | IsTemplatesWebContentPageLocation |
MethodSecurityPermission | CustomContentMessage | GetCustomContentBlockMessages |
MethodSecurityPermission | CustomContentMessage | GetCustomContentBlocks |
MethodSecurityPermission | CustomWebContentKey | AddContentMessage |
MethodSecurityPermission | CustomWebContentKey | CreateCustomContentBlock |
MethodSecurityPermission | CustomWebContentKey | GetCustomContentBlocks |
MethodSecurityPermission | CustomWebContentKey | GetCustomWebContentKey |
MethodSecurityPermission | CustomWebContentKey | GetDefaultMessageType |
MethodSecurityPermission | CustomWebContentKey | GetDefaultQuery |
MethodSecurityPermission | CustomWebContentKey | GetFinanceCompaniesAccessibleToUser |
MethodSecurityPermission | FinanceCompanyLoanType | UploadFinanceTypeImage |
MethodSecurityPermission | OriginatorGroupProductContentMessage | GetContentMessageWebContentKeysFromPageName |
MethodSecurityPermission | OriginatorGroupProductContentMessage | GetDefaultWebContentPageLocation |
MethodSecurityPermission | OriginatorGroupProductContentMessage | GetWebContentPageFromLocation |
MethodSecurityPermission | OriginatorGroupProductContentMessage | IsTemplatesWebContentPageLocation |
MethodSecurityPermission | WebContentKey | GetDefaultQuery |
MethodSecurityPermission | WebContentKey | GetWebContentKey |
MethodSecurityPermission | CustomContentMessage | GetCustomContentMessage |
MethodSecurityPermission | CustomContentMessage | GetDefaultFinanceCompany |
MethodSecurityPermission | CustomContentMessage | GetFinanceCompaniesAccessibleToUser |
MethodSecurityPermission | CustomContentMessage | GetOriginatorGroupsAccessibleToUser |
MethodSecurityPermission | CustomContentMessage | EditContentMessage |
MethodSecurityPermission | FinanceCompany | UpdateApplicationFlow |
MethodSecurityPermission | FinanceCompany | ChangeFinanceCompanyTemplateLogo |
MethodSecurityPermission | InternalOriginatorGroup | ChangeTemplateLogo |
MethodSecurityPermission | ThirdPartyOriginatorGroup | ChangeTemplateLogo |
7 Documents To Reference
Title |
201722 – Messaging Ability On Handover Task Breakdown.do |
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