Developer Reference

Here you can find lots of helpful information on anything related to customising your finPOWER Connect system, including:

Business Layer

As part of the architecture of finPOWER Connect, the Business Layer contains the Business Rules and Process Logic behind finPOWER Connect. Compare this to the User Interface layer that presents information to the User.

It contains many objects that represent things in finPOWER Connect, such as a Client, as well as objects designed to handle processes, such as changing an Account’s Statement Frequency.

It is important to realise that the Business Layer is the only way to safely update information stored in the database. In fact, there is no other way to update information in the database that won’t break the terms of your Software Licence.

Your first introduction to the Business Layer will likely be scripting, either enhancing a Summary Page, adding custom functionality for a Workflow or a building a custom Web Service.

Therefore it is important, if you are going to develop for finPOWER Connect, that you have at least a basic understanding of the finPOWER Connect Business Layer.

The finPOWER Connect Business Layer is built using the Microsoft .NET Framework version 4.5.

Documentation

For more information you may download the following documents.

finPOWER Connect Programming Guide

From finPOWER Connect 2.3.0, Business Layer help is included with the installation files. This can be accessed from any form where Script code is entered by pressing Alt+F1.

Summary Pages

Summary Pages are used throughout the finPOWER Connect User Interface to present information to the User.

They display HTML, but provide the developer with a certain abstraction so they are not actually coding HTML directly.

Summary Pages rely heavily on the finPOWER Business Layer to retrieve information to display, and there are many “helper” functions to make life easier.

Documentation

For more information you may download the following documents.

finPOWER Connect Summary Pages Guide

Word Document and Excel Workbook Processing

Microsoft Word Documents are used within finPOWER Connect for the generation of documents and letters. Microsoft Excel Workbooks may be used to analyse data within finPOWER Connect.

Word Document processing relies heavily on the finPOWER Business Layer to retrieve and present information, and there are many “helper” functions to make life easier.

Documentation
For more information you may download the following documents.

finPOWER Connect Word Document and Excel Workbook Guide

Workflows

The finPOWER Connect Workflows Add-On adds functionality to implement Workflow processing.

Whether it is Overdue Monitoring, Collections, Application Processing or Documentation checks, any process that follows a set process of rules and steps can be modeled into a workflow that can be initialised from different triggers within finPOWER Connect. The power of Workflows comes from the logical recording and definition of company processes and policies into simple, user driven steps.

Workflows can be easily created and configured for many uses, but additional power can be found by using scripting to enhance processes.

Documentation

For more information you may download the following documents.

finPOWER Connect Guide to Workflows

Page Sets

The finPOWER Connect Page Sets Add On allows custom User Interface forms to be created.

The application of Page Sets is potentially limitless and can be used wherever there is the need for a custom form or interface within finPOWER Connect. For example, Page Sets can be used to create custom Loan Application forms, add specialised forms for Cheque Cashing and CRM forms to drive targeted marketing campaigns.

  • A Page Set form can look and feel like any other finPOWER Connect form
  • Forms are integrated within finPOWER Connect itself.
  • Use an Event driven model to provide complete control over the User Interface
  • Can access the full finPOWER Connect Business Layer.

The Page Set Designer is used to create Page Sets. The Designer includes many drag and drop controls such as Textboxes, Comboboxes, HTML frames, images and buttons. Control functionality can be customised by the use of script code, making Page Sets a very powerful tool.

Documentation

For more information you may download the following documents.

finPOWER Connect Guide to Developing Page Sets

Account Applications

The finPOWER Connect Account Applications Add-On adds Account Application functionality.

When used in combination with the Page Sets Add-On, this allows custom forms or interfaces to be implemented within finPOWER Connect to capture and edit Account Applications.

Documentation
For more information you may download the following documents.

finPOWER Connect 3 Account Applications

Web Services

Web Services allow external applications to connect securely and perform actions against a finPOWER Connect database, e.g., getting an Available Credit value for an Account. These actions generally take the form of URL requests, e.g., /Accounts/GetAvailableCredit?accountId=L10000 which returns JSON or XML containing the available credit details.

Security is implemented via requests being made over HTTPS and each Web Subscriber (external application accessing the services) having to authenticate using their own secret password.

finPOWER Connect Web Services must be hosted by the User. See finPOWER Connect Web Services Requirements for more information on requirements.

Web Services can be tested and help viewed from a Test Web Services form within finPOWER Connect.

In addition to the standard Web Services API, Custom Web Services can be easily built using Scripting within finPOWER Connect.

Samples
The following samples are available to view online:

    • Sign in using the following credentials:.
      • Client Number: C10000.
      • Password: Password1

Documentation

The following online API Reference is available:

finPOWER Connect 3 Web Services API Reference

For more information you may download the following documents.

finPOWER Connect 3 Web Services Installation and Configuration
finPOWER Connect 3 Web Services Connectivity and Programming Guide
finPOWER Connect 3 Custom Web Services Programming Guide

finPOWER Connect Cloud

finPOWER Connect Cloud provides a Web-based version of finPOWER Connect.

finPOWER Connect Cloud must be hosted by the User.
See finPOWER Connect Web Services Requirements for more information on requirements.
Samples
The following samples are available to view online:

Online Demonstration

Documentation
The following documents relate to installation and customisation of finPOWER Connect Cloud:

finPOWER Connect 3 Web Services Installation and Configuration