FintechOS Platform 24.4.2
February 3rd, 2025
This release introduces security fixes, business-unit–scoped portal profiles, and enhanced support for PDF files including: a built-in PDF editor accessible via the Client SDK, PDF templates for digital documents, and new Server SDK methods to programmatically retrieve and update PDF form field data.
The release also includes updates to the SysPack and Ecosystem SysPack 24.4.2.
What's New
Apply Portal Profiles at Business Unit Level
You can configure portal profiles that apply only to sessions where the user account belongs to a specific business unit or its descendants. This is useful, for instance, when business units represent different tenants and each tenant requires its own customized interface. For more information, see the FintechOS Studio documentation.
PDF Editor
A new Client SDK function, ebs.openPdfEditor, allows you to open PDF files stored in file-type attributes in a built-in PDF editor. Its integrated form editor allows you to make advanced customizations to PDF form fields and supports the PDF Form Field Enhancements.
PDF Form Field Enhancements
You can now work directly with fillable PDFs containing interactive form fields, a capability not available before.
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Upload a fillable PDF in Studio and configure field names or combo box options;
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Use the Server Automation Code Sample section to generate reports with payloads tied to editable fields;
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Extend functionality by embedding the sample code into automation scripts or business service components.
We’ve added new Server SDK functions:
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ftos.files.pdf.form.getFields: Reads all form fields from a fillable PDF and returns them as a key, where value is the actual value set on the field;
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ftos.files.pdf.form.setFields: Updates multiple form fields and persists the edited PDF under a new name;
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ftos.files.pdf.form.setFieldsReadOnly: Toggles the read-only flag for all fields in a PDF and saves the result to a new file.
Fixed Issues
| No. | Summary |
|---|---|
| 53491 | Email attachments sent through the platform could not be downloaded. |
| 59346 | Clicking Save and Close on app data forms toggled the tooltips on and off. Also the Show Tooltips on Forms checkmark in the user account menu was displayed incorrectly. |
| n/a | Attempting to add a report item based on an existing data source to a simple grid report resulted in a failure and displayed a generic error messages. |
| n/a | When generating reports with ftos.documents.generateByName or generateById, the system now logs a warning in Application Insights whenever a PDF is non‑editable, stating: "No form fields were found in '<File Real Name>', the output file will be the same as the input file". |