FintechOS Platform 20.2

June 29th, 2020

This release brings a handful of refreshing new features to broaden the possibilities of the FintechOS platform. Implement complex calculations in your Digital Journeys with the help of the Formula Engine, use a no-code approach in your Form Actions, or retrieve the client IP through automation scripts, just to name a few. Read the full list of improvements and fixes below.

FintechOS Studio version 20.2 and greater requires .NET Framework 4.7.2.
When upgrading from previous versions:
  • Update the web.config file to support .NET Framework 4.7.2. For details see .Net Framework 4.7.2.
  • Configure any system parameters that have replaced web.config settings. For details, see New System Parameters.

What's New

Web API Client Libraries

Web API client libraries allow you to work with external APIs using proxy methods native to the FintechOS development environment with full IntelliSense (auto-complete) support. For details, see the FintechOS Studio User Guide.

Fluent Queries

Fluent queries allow you to run database queries in your server automation scripts using an SQL-like fluent interface. Intelligent code completion is available in the code editor both for the query inputs and for the result sets. For details, see the FintechOS Studio User Guide.

Formula Engine

Formulas process different inputs from your Digital Journeys (such as income, age, assets, risk class, etc.) in order to generate desired outputs (such as credit scores, insurance premiums, interests, etc). You can implement multi-step calculations, using a variety of data types and built-in functions. An embedded data sets feature allows you to reference predefined value mappings between sets of discriminants (such as age, sex, driving experience, etc) and specific metrics (such as a risk coefficient).

For details, see the FintechOS Studio User Guide.

Transient Data Entities

Transient Data Entities allow you to temporarily store and display data in your Form Driven Flows which has been loaded from or is going to be saved to an external data source. For details, see the FintechOS Studio User Guide.

Form Actions

Form Actions provide Form Driven Flows with no-code methods to:

  • change a record's business status
  • generate a report
  • run a server side script
  • run a business decision matrix

For details, see the FintechOS Studio User Guide.

No-Code Buttons

You can now create buttons that trigger Form Actions or call a predefined endpoint without writing any code. For details, see the FintechOS Studio User Guide.

Customized Input and Output for On-Demand Automation Scripts

It is now possible to define mandatory input parameters that the client process must provide to the on-demand automation scripts, and enable intelligent code completion in the code editor for the script's input parameters and for the results passed to the client-side callback function. For details, see the FintechOS Studio User Guide.

New System Parameters

Several user interface settings are now set using system parameters instead of web.config keys. On upgrade, you need to manually set up any system parameters corresponding to existing web.config keys that have been deprecated.

Old web.config Key (deprecated) New System Parameter
feature-minimal-css sys-minimal-css
feature-load-custom-style-sheet sys-load-custom-style-sheet
feature-hide-form-title sys-hide-form-title
feature-minimal-login-css sys-minimal-login-css
feature-hide-app-dashboard sys-hide-app-dashboard
feature-hide-my-profile-link sys-hide-my-profile-link
feature-hide-user-settings sys-hide-user-settings
feature-move-language-to-user-profile sys-move-language-to-user-profile
feature-right-footer-text sys-right-footer-text
feature-hide-company-logo sys-hide-company-logo
feature-hide-menu sys-hide-menu
feature-hide-search-in-menu sys-hide-search-in-menu
feature-feeds-hearbeat-interval sys-feeds-hearbeat-interval
feature-approval-task-heartbeat-interval sys-approval-task-heartbeat-interval

For more details about working with system parameters, see the FintechOS Studio User Guide.

Form Properties

The following properties have been added to the General tab in Entity Forms and Form Driven Flows:

  • Hide Business Workflow - Hides the entity record's state and state transition options in the end-user interface. For more information about business workflows, see the Business Workflows Processor documentation.
  • Read Only - Prevents end-users from making any changes to the displayed form fields.
  • Disable Save Keyboard Shortcut - Prevents end-users from saving and reloading the form by using the "Ctrl+S" keyboard shortcut.

Row Templates for Custom HTML Content in Forms

In the UI Designer, you can now add non-attribute rows, which you can then populate with custom content in the HTML editor. For details, see the FintechOS Studio User Guide.

TLS Client Certificates

Client certificates allow you to access web services that require client authentication via the TLS/SSL protocol. Once a certificate is registered, you can refer it in your server side scripts and include it in API calls. For details, see the Innovation Core documentation and the Server SDK Reference Guide.

Retrieve the Client IP in Automation Scripts

The server.request property can be used in server-side automation scripts to return the IP address of the client machine running the digital workflow that initiated the server request.

.Net Framework 4.7.2

FintechOS uses .Net Framework 4.7.2. On upgrade, update the following settings in the web.config file.

<compilation strict="false" targetFramework="4.7.2" ">
		<add assembly="netstandard, Version=, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51" />
<httpRuntime targetFramework="4.7.2" .../>

	<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">
		!!!! include whole section !!!

		<compiler language="c#;cs;csharp" extension=".cs" type="Microsoft.CodeDom.Providers.DotNetCompilerPlatform.CSharpCodeProvider, Microsoft.CodeDom.Providers.DotNetCompilerPlatform, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35" warningLevel="4" compilerOptions="/langversion:default /nowarn:1659;1699;1701" />
		<compiler language="vb;vbs;visualbasic;vbscript" extension=".vb" type="Microsoft.CodeDom.Providers.DotNetCompilerPlatform.VBCodeProvider, Microsoft.CodeDom.Providers.DotNetCompilerPlatform, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35" warningLevel="4" compilerOptions="/langversion:default /nowarn:41008 /define:_MYTYPE=\&quot;Web\&quot; /optionInfer+" />

Parse Text Files in Automation Scripts

A method has been added to the Server SDK to read the content of a file, either line-by-line or all-at-once. For details, see the Server SDK Reference Guide.

Asynchronous Functions

Improved versions of some of the most common methods have been added to the Client SDK. The functions run asynchronously and return the result of the call in a promise object.

Regular Function Asynchronous Function
ebs.getById ebs.getByIdAsync
ebs.getByQuery ebs.getByQueryAsync
ebs.updateEbs ebs.updateAsync
ebs.insertEbs ebs.insertAsync
ebs.callActionByName ebs.callActionByNameAsync


Fixed Issues

No. Summary Module
N/A The replaceTokens server side function was sometimes inserting the replacement text upside down. FintechOS Studio
FSD-3324 Deployment packages from external sources (other than the local host) with deployment times larger than 5 minutes got stuck in the “Please Wait” screen after the deployment finished. FintechOS Studio
FSD-4157 Updates/inserts to the B2CExternalProcess system entity triggered via job server scripts failed. An error was logged stating the action was not allowed. Evolutive Data Model
  Updates/inserts to the FTOS_DPA_MessageQueue system entity triggered via job server scripts failed. An error was logged stating the action was not allowed. Evolutive Data Model

Known Issues

Summary Module
The replacement string font size parameter in the replaceTokens server side function is ignored.

FintechOS Studio

EL Pipes – Sometimes, when setting up connections that require TLS authentication, the following error message may be displayed: "Failure! You must enable TLS or login from the local machine to authenticate with this site.".
  1. Log in to your local server.
  2. Open the connections page of the CData Sync Admin Console in a web browser (http://localhost:8019/connections.rst).
  3. Set up the connection from the admin console.
FintechOS Studio
Accessing an entity with no default form displays a loading animation, with no error message. FintechOS Portal
Form Driven Flows – Virtual attributes are available in flow control rules expressions only after a Save & Reload. FintechOS Studio
The loading animation is displayed in FintechOS Portal when the user triggers imported code that doesn’t have ";" before the return statement. FintechOS Portal/Deployment Packages
Plugin assemblies must be copied and pasted in the PortalPluginStore\AddIns folder after import in FintechOS Studio in order to be functional. FintechOS Studio
The Save Changes prompt does not appear when the Insert button is clicked. FintechOS Studio and FintechOS Portal
Inline editing in views doesn’t work if the view columns are created with attribute aliases from the fetch. FintechOS Portal
Titles are displayed in dashboard widgets when the "Show Ttitle" option is disabled. FintechOS Portal
Views – Code before the return statement in the Fetch Object Expression must end with ";" when generating the view columns. Otherwise FintechOS Portal will crash when displaying the view. FintechOS Portal and FintechOS Studio