finAccountAppFunctions Class

Contains miscellaneous Account Application functions.
Implements I_ISRecordCodeDescription

Methods

Name Description
CreateClientFromApplicant Create (and save) a Client from an Applicant.
CreateEmailDocumentLog Create an unsaved Account Application Email Document Log for an Applicant.
CreateLogFromServiceLogPk System Use Only Create an Account Application Log for an existing Security Enquiry Service Log record.
CreateSmsDocumentLog Create an unsaved Account Application SMS Document Log for an Applicant.
GetAccountAppBranchPk Get the primary key of an Account Application's Branch.
GetByWhomList Retrieve a List of "By Whom" for an Account Application.
GetContactMethodsListEmail System Use Only Retrieve a List of active Email Contact Methods for an Account Application.
GetContactMethodsListFromAccountApp System Use Only Retrieve a List of current Contact Methods for an Account Application.
GetContactMethodsListSms System Use Only Retrieve a List of active SMS Contact Methods for an Account Application.
GetCountChildLogs Get a Count of Child Logs for the specified Account Application Log.
GetLatestBankAccountEnquiry Loads the latest Bank Account Enquiry for an Applicant. By default this function will only return successfully completed Bank Account Enquiries.
GetLatestCreditEnquiry Loads the latest Credit Enquiry for an Applicant. By default this function will only return successfully completed Credit Enquiries.
GetLatestSecurityRegisterSearch Loads the latest Security Register Search for an Account Applicant. By default this function will only return successfully completed Searches.
GetLongestCode Returns the number of characters in the longest Account code.
GetLongestExternalId Returns the number of characters in the longest ExternalId code.
GetMessagingContactNames Loads a list of Names for the Account Application, regardless of whether or not they have any Contact Methods.
GetMessagingContacts Retrieves Messaging Contacts for an Account Application.
GetRecordCodeDescription
GetRecordDescription
GetRecordDescriptionAndStatus Get an Account Application Description (actually, it's Name) and Status.
GetRecordExternalId
GetScriptId Returns the Id of the Script executing the function defined in scriptType.
GetScriptPk Returns The primary key of the Script executing the function defined in scriptType.
GetSubjectInformationListIdFromAccountAppLog Get the Id of an Information List to use for an Account Application Log's Subject data entry.
HistoryMonitorCategoryCancel Cancels a Monitor Category History Item.
LoadAccountAppHistoryItem
LogAddDocument Add an Account Application Log from details passed in from a Document E.g. a Word VBA template.
MonitorCategoryReset
Reset Resets any cached values used in this object.
StatusClosedToOpen Opens a Closed (i.e., Declined or Unwanted) Account Application by changing its Status back to 'Reviewing'.
StatusClosedToOpenPk Opens a Closed (i.e., Declined or Unwanted) Account Application by changing its Status back to 'Reviewing'.
StatusToComplete Update the Status of an Account Application to 'Complete'.
StatusToCompletePk Update the Status of an Account Application to 'Complete'.
StatusToIncomplete Reset the Status of a 'Reviewing' Account Application back to 'Incomplete'.
StatusToIncompletePk Reset the Status of a 'Reviewing' Account Application back to 'Incomplete'.
StatusToReviewing Update the Status of an Account Application to 'Reviewing'.
StatusToReviewingPk Update the Status of an Account Application to 'Reviewing'.
UpdateClientFromApplicant Update (and save) a Client from an Applicant. This will also save the Account Application if necessary.
UpdateCollateralItemFromSecurityStmtItem Update a Collateral Item from a Security Statement Item.
Namespace:
Intersoft.finSupport6
Assembly:
finSupport6, Version=6.0.3
Target Framework:
.NET 9.0