Mandatory Changes from v22 to v24

If you're looking to upgrade from FintechOS Platform v22 to v24, then check out below the list of mandatory changes and deprecated features:

Mandatory changes

  • The B2C proxy server is retired, and Anonymous Frontends are deprecated. The Upgraded Anonymous Frontends, also known as B2C Portals, have replaced the legacy anonymous frontends which are no longer supported. See the dedicated migration guide for information on how to transition to the new frontends.

  • IDP features might trigger mandatory changes

  • Products defined in the legacy Product Factory still work, but can no longer be versioned. If you wish to version a legacy product, you need to recreate the product in the new Product Factory, along with any formulas and product admin configurations. The new product will have a different product code.

  • If using FintechOS Loan Management, please revise your product admin configurations after the upgrade. If you create new banking products in Product Factory, whether you've upgraded Loan Management or this is your first installation, keep in mind that you must create product service configuration records within Loan Management for all the banking products intended to be used in contracts.

  • Legacy Product Factory APIs for pricing and checking the underwriting rules no longer work on insurance products that have pricing set at the sub-coverage level. Use the following APIs instead:

  • WSDL (SOAP) APIs are no longer supported. FintechOS Platform WSDL APIs and WSDL Web API client libraries have been discontinued. Instead, you can use Service Pipes for your WSDL integrations.

  • Legacy authentication has been phased out. The FintechOS Identity Provider is the only supported identity and access management method. For information on how to migrate your user accounts, roles, and business units to the FintechOS Identity Provider, see the dedicated migration guide.

  • Deployment packages are no longer supported. Use digital solution packages and configuration data packages instead.

  • Custom and Custom-on-demand folders can no longer be renamed.

  • The kv/<environmentName>/<portalName>/app-settings/core-setting-portal-profile Configuration Manager key used to assign a portal profile to a FintechOS Portal instance has been replaced with kv/<environmentName>/<portalName>/app-configurations/portal-profile

  • policyStatusChangeAPI, used to change the status of the policy and update, if needed, some details about the policy, received an update, the policyValidityType, policyValidity, and policyBeginDate keys are removed, along with the logic that recalculates policyEndDate. The pricing remains based on the validity, and these changes do not impact the premium amount.

  • File Uploads to Virtual Attributes No Longer Supported in B2C Portals

    The 2 24.4.1 release introduces a security validation that allows users to upload files in B2C Portals only within the context of a specific file attribute. This prevents file uploads to custom data extensions, as ownership settings cannot be applied to virtual attributes.

  • Workaround: Use a regular file attribute instead of a virtual file attribute for the scenarios where virtual attributes were previously used. E.g.: Use a button to upload a file to the regular file attribute, pass the file to an endpoint, then clear the file attribute from the UI.

Deprecated

  • Deployment packages are no longer supported.

  • The B2C proxy server is retired

  • WSDL (SOAP) APIs are no longer supported.

  • (Legacy) Anonymous Frontends are deprecated.

  • Legacy authentication has been phased out - FintechOS Identity Provider is the only supported identity and access management method.

  • Legacy web.config settings for Blob storage are no longer supported and must be configured via Configuration Manager.

  • Legacy web.config settings and the EbsLogs.ApiLog database storage schema for API logging are no longer supported. For information on how to set up API logging, see the Administration Guide.

  • The sendAsync, useDefaultSender, from parameters of the sendEmailNoEx server SDK function have been removed.SendMail and sendMailNoEx method signature has been changed, with email queues managed by job servers.