Temenos Training Courses Catalogue Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA. Temenos Training Courses Catalogue Table of Contents INTRODUCTION .................................................................................................................................. 6 TEMENOS TRAINING METHODOLOGY ................................................................................................ 7 T24 - TIER 1 COURSE........................................................................................................................... 8 T24 OVERVIEW - T1TO ............................................................................................................................. 8 T24 - TIER 2 COURSES ......................................................................................................................... 9 INTRODUCTION TO TEMENOS T24 - T2ITC (FUNCTIONAL ) ............................................................................. 9 INTRODUCTION TO TEMENOS T24 - T2ITT (TECHNICAL ) .............................................................................. 11 T24 BUSINESS INSIGHT OVERVIEW - T2TIT .................................................................................................. 12 T24 - TIER 3 FUNCTIONAL COURSES ................................................................................................. 13 T24 ACCOUNT - T3TAC ........................................................................................................................... 13 T24 AC SWEEPING & CASH POOLING - T3TCP ............................................................................................ 15 T24 ARRANGEMENT ARCHITECTURE CORE - T3AAC ...................................................................................... 16 T24 ARRANGEMENT ARCHITECTURE DEPOSITS - T3TAAD .............................................................................. 17 T24 ARRANGEMENT ARCHITECTURE LOANS - T3TAAL ................................................................................... 18 T24 RETAIL ACCOUNTS - T3TAAR ............................................................................................................. 19 T24 ASSET MANAGEMENT - T3TAM ......................................................................................................... 21 T24 BILLS - T3TBL .................................................................................................................................. 23 T24 COLLATERAL - T3TCO ....................................................................................................................... 24 T24 CHEQUE AND DRAFT ISSUE MANAGEMENT - T3TCI ................................................................................ 25 T24 DERIVATIVES - T3TDX ....................................................................................................................... 26 T24 DIRECT DEBITS - T3TDD .................................................................................................................... 27 T24 EXPECTED RECEIPTS - T3TER .............................................................................................................. 28 T24 FINANCIAL ACCOUNTING - T3TFA ....................................................................................................... 29 T24 FIDUCIARY - T3TFD .......................................................................................................................... 31 T24 FINANCIAL REPORTING - T3TRE .......................................................................................................... 32 T24 FOREX - T3TFX ................................................................................................................................ 33 T24 FORWARD RATE AGREEMENT - T3TFR ................................................................................................. 34 T24 FUNDS TRANSFER - T3TFT ................................................................................................................. 36 T24 INTERNATIONAL FINANCIAL REPORTING STANDARDS - T3TIF .................................................................... 37 T24 LIMITS - T3TLI ................................................................................................................................. 39 T24 LETTERS OF CREDIT - T3TLC ............................................................................................................... 41 T24 LOANS AND DEPOSITS - T3TLD ........................................................................................................... 43 T24 LOCAL CLEARING - T3TLOC................................................................................................................ 45 T24 MISCELLANEOUS DEALS - T3TMD ....................................................................................................... 46 T24 MONEY MARKET - T3TMM ............................................................................................................... 47 T24 MULTI COMPANY - T3TMC ............................................................................................................... 49 T24 MUTUAL FUNDS - T3TMF ................................................................................................................. 50 T24 NON DELIVERABLE FORWARD - T3TND ................................................................................................ 52 T24 NOSTRO RECONCILIATION –T3TNR ..................................................................................................... 53 T24 POSITION MANAGEMENT - T3TPM ..................................................................................................... 54 T24 PAST DUES - T3TPD ......................................................................................................................... 55 T24 POST CLOSING - T3TPC ..................................................................................................................... 56 T24 PROVISIONING - T3TPV ..................................................................................................................... 57 T24 REPOS - T3TRP ................................................................................................................................ 58 T24 SECURITIES ADMINISTRATION AND TRADING - T3TSCT ............................................................................ 59 28 October 2013 2 Temenos Training Courses Catalogue T24 SECURITIES BACK OFFICE - T3TSCO ..................................................................................................... 60 T24 SWAPS - T3TSW .............................................................................................................................. 62 T24 SYNDICATED LOANS - T3TSL .............................................................................................................. 63 T24 STRUCTURED PRODUCTS - T3TSY ........................................................................................................ 65 T24 TELLER - T3TTT ............................................................................................................................... 66 T24 BUSINESS INSIGHT - T3TIB ................................................................................................................. 67 T24 WEALTH REPORTING - T3TWR .......................................................................................................... 69 TECHNICAL COURSES ....................................................................................................................... 70 T24 ARRANGEMENT ARCHITECTURE CORE - TECHNICAL - T3AACT .................................................................. 70 T24 ARC INTERNET BANKING - T3ARCIB ................................................................................................... 71 T24 ARC MOBILE BANKING - T3ARCMB .................................................................................................. 72 T24 BRANCH RESILIENCE - T3BR............................................................................................................... 74 T24 BUSINESS EVENTS MANAGEMENT - T3BE............................................................................................. 75 T24 CONFIRMATION MATCHING - T3CMN................................................................................................. 76 T24 CUSTOMER RELATIONSHIP MANAGEMENT - T3CRM .............................................................................. 77 T24 CUSTOMISATION - T3CUS.................................................................................................................. 78 T24 DELIVERY - T3DEL ........................................................................................................................... 79 T24 DIRECT CONNECT DRIVER ORACLE- T3DCDO ........................................................................................ 80 T24 DOCUMENT MANAGEMENT - T3DIM .................................................................................................. 81 T24 GLOBAL CONSTRAINTS - T3GC ............................................................................................................ 82 T24 JBASE - T3JB ................................................................................................................................. 83 T24 OPEN FINANCIAL SERVICE - T3OFS ...................................................................................................... 84 T24 ORACLE ADMINISTRATION AND PERFORMANCE TUNING - T3ORA ............................................................ 85 T24 PROCESS WORKFLOW - T3PW ............................................................................................................ 86 T24 PROGRAMMING - T3PRG .................................................................................................................. 87 T24 PROGRAMMING PLUS - T3PRGP ........................................................................................................ 88 T24 SECURITY MANAGEMENT SYSTEM - T3SMS .......................................................................................... 89 T24 ADMINISTRATION - T3TAD ................................................................................................................ 90 T24 BROWSER CUSTOMISATION - T3BC ..................................................................................................... 91 T24 COB MANAGEMENT - T3TCM .......................................................................................................... 92 T24 SINGLE SIGN-ON USING ADAM - T3SSO............................................................................................. 93 T24 TAFJ - T3TAFJ ................................................................................................................................ 94 T24 TEMENOS CONNECTORS - T3TC ......................................................................................................... 95 T24 TEMENOS OPEN CONNECTIVITY FRAMEWORK - T3TOCF (EE) .................................................................. 96 T24 BUSINESS INSIGHT - TECHNICAL - T3TIT ............................................................................................... 98 T24 TEMENOS WEB SERVICES - T3WS ..................................................................................................... 100 T24 T- VERIFY - T3TV........................................................................................................................... 101 T24 TEMENOS OPEN CONNECTIVITY FRAMEWORK (.NET) - T3TOCF(.NET) .................................................... 102 T24 TEMENOS UNIVERSAL PERFORMANCE METRICS - T3UPM ..................................................................... 103 T24 INTEGRATION FRAMEWORK - T3IF ..................................................................................................... 104 T24 IF INCEPTION – MICROSOFT BIZ TALK SERVER - T3IFBT......................................................................... 105 T24 BUSINESS ACADEMY ............................................................................................................... 106 INDUCTION BUSINESS ACADEMY ............................................................................................................... 106 CUSTOMER AND ACCOUNTS ACADEMY...................................................................................................... 107 AA LENDING BUSINESS ACADEMY............................................................................................................. 108 FINANCIAL ACCOUNTING ACADEMY .......................................................................................................... 109 FINANCIAL REPORTING ACADEMY ............................................................................................................. 110 28 October 2013 3 Temenos Training Courses Catalogue T24 TECHNICAL ACADEMY ............................................................................................................. 111 AA TECHNICAL ACADEMY ....................................................................................................................... 111 AA CUSTOMISATION ACADEMY ............................................................................................................... 112 IT OPERATIONS ACADEMY ...................................................................................................................... 113 T24 ISLAMIC BANKING COURSES .................................................................................................... 114 T24 INTRODUCTION TO ISLAMIC BANKING PRODUCTS - BASIC CONCEPT........................................................... 114 T24 ISLAMIC INVESTMENT PRODUCTS ...................................................................................................... 115 T24 ISLAMIC INVESTMENT - PROFIT DISTRIBUTION SYSTEM .......................................................................... 116 T24 ISLAMIC FINANCE PRODUCTS ............................................................................................................. 117 T24 ISLAMIC TRADE FINANCE ................................................................................................................. 118 T24 ISLAMIC TREASURY PRODUCTS .......................................................................................................... 119 TAP - E-LEARNING COURSES ........................................................................................................... 120 ELTAP102 - E-LEARNING - SOLUTION OVERVIEW ....................................................................................... 120 ELTAP103 - E-LEARNING - SECURITY OVERVIEW ........................................................................................ 122 ELTAP104 - E-LEARNING - DATA ADMINISTRATION MENU .......................................................................... 123 ELTAP221 - E-LEARNING - FINANCIAL INSTRUMENTS .................................................................................. 124 ELTAP222 - E-LEARNING - DATA INTERFACE ANALYSIS ................................................................................ 126 ELTAP223 - E-LEARNING - CASE MANAGEMENT ........................................................................................ 128 ELTAP224 - E-LEARNING - INTRODUCTION TO PORTFOLIO MODELLING .......................................................... 130 ELTDS520 - E-LEARNING - DESIGN STUDIO ............................................................................................... 131 TRIPLE’A PLUS™ - BUSINESS C OURSES............................................................................................ 132 CRTAP101 - END USER - PMS B2F ........................................................................................................ 132 CRTAP102 - END USER - PMS F2B ........................................................................................................ 133 CRTAP103 - END USER - CDM & TCM................................................................................................... 134 CRTAP104 - END USER - PROPOSAL GENERATOR ....................................................................................... 135 CRTAP105 - END USER - PORTFOLIO RISK ................................................................................................ 136 CRTAP221 - IMPLEMENT - SCRIPTS & FORMATS ........................................................................................ 138 CRTAP222 - IMPLEMENT - OPERATIONS & POSITIONS ................................................................................ 140 CRTAP223 - IMPLEMENT - BASIC ADAPTATION .......................................................................................... 141 CRTAP224 - IMPLEMENT - PORTFOLIO MODELLING ................................................................................... 142 CRTAP225 - IMPLEMENT - ORDER MANAGEMENT ..................................................................................... 143 CRTAP226 - IMPLEMENT - ADVANCED PERFORMANCE ANALYSIS .................................................................. 144 CRTAP227 - IMPLEMENT - ADVANCED CONSTRAINT MANAGEMENT .............................................................. 145 CRTAP228 - IMPLEMENT - PORTFOLIO RISK .............................................................................................. 146 CRTDS520 - DESIGN STUDIO™ - FOUNDATION .......................................................................................... 147 CRTDS530 - DESIGN STUDIO™ - TAP PMS FOUNDATION ........................................................................... 148 CRTDS531 - DESIGN STUDIO™ - TAP PMS ADAPTATION ........................................................................... 149 CRTDS532 - DESIGN STUDIO™ - TAP PMS PROCESSES .............................................................................. 150 TRIPLE’A PLUS™ - INTERFACE COURSES .......................................................................................... 151 CRTAP261 - INTERFACE - GATEWAY ........................................................................................................ 151 CRTAP262 - INTERFACE - GENERIC INTERFACES ......................................................................................... 153 TRIPLE’A PLUS™ - TECHNICAL COURSES ......................................................................................... 154 CRTAP140 - ADMINISTRATION - ARCHITECTURE ........................................................................................ 154 CRTAP141 - ADMINISTRATION - FOUNDATION .......................................................................................... 155 CRTAP142 - ADMINISTRATION - ADVANCED ............................................................................................. 156 28 October 2013 4 Temenos Training Courses Catalogue CRTAP143 - ADMINISTRATION - MONITORING & PERFORMANCE FOUNDATION .............................................. 157 CRTAP146 - ADMINISTRATION - PORTFOLIO & RISK ................................................................................... 158 CRTDS500 - ADMINISTRATION - DESIGN STUDIO ....................................................................................... 159 CRTAP801 - ADMINISTRATION - SYBASE .................................................................................................. 160 CRTAP802 - ADMINISTRATION - WEBSPHERE ........................................................................................... 161 CRTAP803 - ADMINISTRATION - ACTUATE ................................................................................................ 162 TRIPLE’A PLUS™ - REPORTING COURSES ........................................................................................ 163 CRTAP701 - REPORTING - FOUNDATION .................................................................................................. 163 CRTAP702 - REPORTING - BASIC ADAPTATION .......................................................................................... 164 CRTAP703 - REPORTING - WUI ADAPTATION ........................................................................................... 165 TRIPLE’A PLUS™ - R12 NEW FEATURES COURSES ........................................................................... 166 CRTAP12T - R12 NEW TECHNICAL FEATURES ........................................................................................... 166 CRTAP12B - R12 NEW BUSINESS FEATURES ............................................................................................. 168 TRIPLE’A PLUS™ CERTIFICATIONS ................................................................................................... 169 CTTAP100 - BRONZE CERTIFICATION ....................................................................................................... 169 CTTAP110 - BUSINESS COMMON LAYER CERTIFICATION .............................................................................. 170 CTTAP120 - BUSINESS SILVER B2F CERTIFICATION ..................................................................................... 171 CTTAP121 - BUSINESS SILVER F2B CERTIFICATION ..................................................................................... 172 CTTAP130 - TECHNICAL COMMON LAYER CERTIFICATION ............................................................................ 173 CTTAP140 - TECHNICAL SILVER CERTIFICATION .......................................................................................... 174 CTTAP150 - DESIGN STUDIO™ PMS CERTIFICATION .................................................................................. 175 TM WEALTHMANAGER - E-LEARNING COURSES ............................................................................... 176 W02 - AN OVERVIEW OF WEALTHMANAGER™ .......................................................................................... 176 WEALTHMANAGER™ - BUSINESS COURSES .................................................................................... 177 W10 - HOW TO USE .............................................................................................................................. 177 WEALTHMANAGER™ - SPECIALIZED MODULES .............................................................................. 178 W20 - SALES AND ADVICE ...................................................................................................................... 178 W21 - MODELING................................................................................................................................. 179 W22 - PERFORMANCE ........................................................................................................................... 180 W23 - ORDERS ..................................................................................................................................... 181 WEALTHMANAGER™ - TECHNICAL MODULES ................................................................................ 182 W60 - TECHNICAL BASICS ....................................................................................................................... 182 W62 - ADMINISTRATION ........................................................................................................................ 183 W63 - OPERATIONS & TROUBLESHOOTING ................................................................................................ 184 WEALTHMANAGER™ - CERTIFICATIONS ......................................................................................... 186 W110 - WEALTHMANAGER™ - BRONZE CERTIFICATION .............................................................................. 186 28 October 2013 5 Temenos Training Courses Catalogue Introduction At Temenos, we believe in success and pursue it tirelessly in order to achieve both our personal and business objectives. To achieve a successful and profitable organisation in today’s fast moving market we should encourage our staff in both their personal and professional growth. People are the key asset to any company and by investing in improving their skill set we are investing in the future of our organisations. Our training courses provide an important element of the full range of services that we offer to our clients. We recommend that as well as attending the introductory courses, your Temenos T24, Triple’A Plus™ or WealthManager™ users also attend regular followup training courses to continue to develop their knowledge and skills for the Temenos products they use. Every participant of the Temenos training courses will receive hands-on experience of using the latest release of T24, Triple’A Plus™ or WealthManager ™, full course materials, access to specially designed workshops that will assess the knowledge that has been gained and access to experienced Temenos trainers to supplement their knowledge of the full range of Temenos products. Whether you are new to T24, Triple’A Plus™ or WealthManager™ or building on existing knowledge, we look forward to welcoming you to one of our training courses. Yours Sincerely, Temenos University Education and Training Services 28 October 2013 6 Temenos Training Courses Catalogue Temenos Training Methodology Temenos follows a tiered approach as a standard for T24 and related training offerings. Tiered A pproach Tier 1 These courses are meant to provide a high level overview of T24 and are designed for senior managers, project managers and project teams. These do not provide any hands on experience. Tier 2 These are foundation courses and are necessary prerequisites for the more advanced level courses. These courses give enough inputs to learn to use the T24 software and also cover the various built-in utilities in T24. These are essential for project teams. The tier 2 Introduction to T24 Course (3 - 7 days) is mandatory for everyone in the Project Team and is a prerequisite for all Tier 3 Functional courses. The Tier 2 Introduction to T24 - Technical Course (3 - 5 days) will be a prerequisite for all Tier 3 Technical Courses. Tier 3 These are advanced courses, which provide detailed information about the relative T24 applications. These courses build on the basics introduced in the Tier 2 courses and give the inputs necessary to parameterize and customize the relevant T24 application. These courses are absolutely necessary for the Project Teams involved in implementation and appropriate courses may be selected for the various members of the team. If so desired the training team can conduct a Training Needs Analysis (TNA) at each client’s request and provide as an output the recommended training curriculum for each resource profile. Should you be interested in this service, please contact your Temenos Project Manager or Account Manager T24 Academies Triple’A Plus™ &Wealth Manager™ Advanced courses which provide componentized and detailed information on select applications. These courses provide role-based information with a blended learning approach,- that is a combination of e-learning and instructor led class room training ideal for covering large user groups with varied learning requirements. Our Triple'A Plus™ course content is tailored to specific profiles i.e. Business, Technical, Web, Interface, Reporting. This ensures that you can achieve competency in Triple'A Plus™ with high-quality relevant learning content. Triple‘A Plus™ run a Public Training Course Program which can be booked on-line. Our Triple‘A Plus and WealthManager™ products also offer Certification Programs. , 28 October 2013 7 Temenos Training Courses Catalogue T24 - Tier 1 Course The following is the course description for the tier 1 course. T24 Overview - T1TO Duration One day About T24 Overview T24 Overview is to equip participants with a high level overview of TEMENOS T24 software, its design features and architecture Learning objectives Gain Overview of T24 Banking Software Target Audience High Level Business Executives Prerequisites None Course Topics Overview of T24 Explanation about its functionality, flexibility and integration 28 October 2013 8 Temenos Training Courses Catalogue T24 - Tier 2 Courses The following are the course descriptions for tier 2 courses. Introduction to TEMENOS T24 - T2ITC (Functional) Duration 3 - 8 days About Introduction to Temenos T24 - Functional The course will give an overall picture of the functional architecture of T24 and introduce the basic features of operating a financial institution through T24. Depending on the needs of those being trained, your Financial Institution can select the End User topics for this class and can have duration between 3 and 8 days. The participants will have hands on experience in creating Customer records, opening Accounts for customer, sanctioning limits, giving loans, taking deposits, transfer money between accounts and see the resultant integrated operations of T24 by viewing accounting entries and delivery messages. They will also view the standard reports produced at close of business. Learning Objectives Gain Overview of T24 of select introductory Modules Learn to input, execute and complete relevant transactions Learn the dependency of various tables Understand Various enquiries and reports Target Audience Working Knowledge on Pcs Knowledge on banking principles and products Prerequisites Induction Business Basics Course Topics Overview T24 Navigation Basic end- user operations in the following modules. Customer and Account are always included in this course. The others may be selected based on your needs Deposits Teller Funds Transfer Limits , Collateral AA loans 28 October 2013 9 Temenos Training Courses Catalogue Forex and Money Market Securities 28 October 2013 10 Temenos Training Courses Catalogue Introduction to TEMENOS T24 - T2ITT (Technical) Duration 3 - 5 days About Introduction to Temenos T24 - Technical Equip participants with adequate knowledge to understand the architecture of T24, Release methodology of T24, jBASE, T24 directory structure and file classification, Core parameter applications in T24, Data storage when database used is other than jBASE equip participants with adequate knowledge to work on Browser Installation jBASE JED editor. Your Financial Institution can select the End User topics for this class and can have duration between 3 and 5 days. Learning Objectives Gain Overview of T24 of the basic technical background to understand T24 Architecture. Target Audience Working Knowledge on Pcs Knowledge on banking principles and products Prerequisites Induction Business Basics T2ITC - Introduction to T24 Course, or familiar with Browser and T24 Functional Basics Course Topics Evolution and Architecture of T24 Navigation in Classic Browser Installation Installation Details for AGENTS architecture and JMS architecture Installation of Jbase data base Installation of T24 Installation of jBoss Configuration of T24 for Browser Configuring multiple T24 Environments on a machine to use Browser 28 October 2013 11 Temenos Training Courses Catalogue T24 Business Insight Overview - T2TIT Duration One day About Business Insight - Technical This course is designed to provide participants with a detailed high level overview of the T24 Business Insight application from a technical perspective. Temenos Insight is Microsoft Business Intelligence based application to build, run and electronically distribute reports throughout a bank. Reports can be viewed in the Insight browser, as well as made available as spreadsheets and as multi-dimensional Pivot Tables. An Introduction to the different types of configurations and how it is used in T24. Learning Objectives Gain a technical overview of the Temenos Insight in T24 Gain an overview of Temenos Insight BI Platform Learn about ETL and OLAP tools Gain an overview of the extraction process. Online and during Close of Business Target Audience Technical and Business Users Prerequisites Basic T24 navigation skills Basic T24 Technical knowledge Course Topics Introduction Insight BI Platform overview Data Warehouse and Data Marts ETL tool and OLAP tool introduction Data flow overview Reporting Dashboards and Cubes 28 October 2013 12 Temenos Training Courses Catalogue T24 - Tier 3 Functional Courses The following are the course descriptions for tier 3 functional courses. T24 Account - T3TAC Duration 4 days About T24 Account The account module (AC) processes a broad range of retail transactions. It incorporates the administration of overview of accounts, Maintenance of Interest related, charges related settings to various types of Customer account. Preferential treatment for issuance of statement, charges and Interest to various customers etc. Collection of Various types of Charges like account maintenance charges/ Interest related Charges. Setting up of various types of charges in the system. Learning Objectives Gain Overview of Account in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the setting up of interest and Charges in Account Module Understand requirements for defining different types of account balances View reports and enquiries relevant to account balances Target Audience Business Architects Business Analysts Process Owners Front end user on Retail operations Required Prerequisite Induction Business Basics Introduction to T24 Course (T2ITC). A sound knowledge of underlying banking business Course Topics Overview Linkages with other core tables Main parameter tables Different types of Accounts Current ,Savings & Internal 28 October 2013 13 Temenos Training Courses Catalogue Different types of interest and charges calculations Relevant accounting and messaging Enquiries and reports 28 October 2013 14 Temenos Training Courses Catalogue T24 AC Sweeping & Cash Pooling - T3TCP Duration One day About T24 AC Sweeping & Cash Pooling The AC sweeping & cash pooling processes a broad range of retail transactions. It incorporates the administration of, cash transactions, cash pooling and doing a sweep transaction. Various types of Sweep operation like Maintenance, surplus, two way types of Sweeps are designed under this module Learning Objectives Gain Overview the Sweeping & Cash Pooling in T24. Learning about linkages with core tables Learning to set up parameter tables connected with the module Learning to input, execute and complete Sweep transactions. Target audience Payments and Front Office end users Business Architects Testers dealing with Payments and Front Office tasks Business Analysts Process Owners Prerequisites Induction Business Basics Knowledge on T2ITC Account Module Course Topics Product Features Parameter Tables Transaction processing Accounting and Messaging Standard Enquiries and reports System Maintained table 28 October 2013 15 Temenos Training Courses Catalogue T24 Arrangement Architecture Core - T3AAC Duration Two days About T24 AA Core The course will assist in learning the various product components. AAC module provides a flexible framework that allows a number of products to be created. It has the ability to allow user to construct banking products by combining different business components through AA Product builder. It also provides for simulating activities for “what -if” speculation for new and existing product instances without creating or affecting live records. Learning Objectives Gain Overview of Arrangement Architecture core (AAC) in T24. Learning the various product components - Property classes, Properties and Product conditions Learn to Design a product Learning the Relationship between Product and Arrangement Learning about Activities Learning about Simulation and Reverse and replay Target Audience Business Architects Testers dealing with credit administration and designing of products Business Analysts Process Owners Prerequisites Basic T24 navigation skills Course Topics Introduction to AA Building blocks Product hierarchy Product builder and Catalog Building Products in AA Introduction to Product Conditions Proofing and Publishing in Product Catalog 28 October 2013 16 Temenos Training Courses Catalogue T24 Arrangement Architecture Deposits - T3TAAD Duration Five days About T24 AA Deposit This course is designed to provide the participants an insight into T24 Arrangement Architecture module with special emphasis on AA Deposits. The course enables management and administration of Deposit activities. This course will touch upon key features of the module, setting up parameter tables, configuring a Deposit product and checking out the related Arrangement activities. Learning Objectives Gain Product Overview of AA Deposits in T24 Learning about Deposits Product Line and Property Classes Learning to set up parameter tables connected with this module Learning to input, execute and complete different types of deposit products Learning about the Accounting Flow in AA Learning about Arrangement Financial balances, Balance Types Target Audience Retail Front Office end users Business Architects Testers dealing with Retail deposits Business Analysts Prerequisites Basic T24 navigation skills T24 AA Core Course Topics Product Features Parameter Tables Various Property Class, property Product conditions Attributes and action in Property class Periodic attributes Accounting flow in AA deposit To design a deposit product 28 October 2013 17 Temenos Training Courses Catalogue T24 Arrangement Architecture Loans - T3TAAL Duration Five days About T24 AA Loan This course is designed to provide the participants an insight into T24 Arrangement Architecture module with special emphasis on AA Loan. The course enables management and administration of Loan activities. This course will touch upon key features of the module, setting up parameter tables, configuring a Loan product and checking out the related Arrangement activities. Learning Objectives Gain Product Overview of AA Loans in T24 Learning about Lending Product Line and related Property Classes Learning to set up parameter tables connected with this module Learning to input, execute and complete different types of deposit products Learning about the Accounting Flow in AA Learning about Arrangement Financial balances, Balance Types Target Audience Retail Front Office end users Business Architects Testers dealing with Retail deposits Business Analysts Prerequisites Basic T24 navigation skills T24 AA core Course Topics Product Features Parameter Tables Various Property Class, property Product conditions Attributes and action in Property class Periodic attributes Accounting flow in AA Loan To design a Loan Product AA Simulation and Reverse replay 28 October 2013 18 Temenos Training Courses Catalogue T24 Retail Accounts - T3TAAR Duration Five days About T24 AAR Retail Accounts The course is designed to equip the participants with adequate knowledge to implement Arrangement architecture Retail Accounts. This course will give the participants a sound knowledge of key features of this module, setting up relevant parameter tables, related files and using the module for maintaining Retail accounts. Different types of interest and charges settings, accounting rules, transaction processing included Learning Objectives Gain Overview of T24 AA Retail Accounts module Learning about linkages with Core tables Learning to set up parameter tables connected with this module Configuring a Product Group and related Products Learning to create arrangements, input different types of activities, transact and maintain arrangement Learning T24 AA Accounting features Target Audience Retail front end users Business Architects Testers dealing with Retail front office task Business Analysts Process Owners Prerequisites T24 Induction course (T2ITC) T24 AA Core (T3AAC) A sound knowledge of underlying banking business Course Topics Product Features Parameter Tables Various Property Class, property Product conditions Attributes and action in Property class Periodic attributes Accounting flow in AAR Accounts 28 October 2013 19 Temenos Training Courses Catalogue To design a Retail Account Product AA Simulation and Reverse replay Product Bundle 28 October 2013 20 Temenos Training Courses Catalogue T24 Asset Management - T3TAM Duration Five days About T24 Asset Management The Asset Management module (AM) processes a broad range of different types of modeling structures for transactions and performance analysis thereof. The T24 ASSET MANAGEMENT (AM) module enables management and administration of portfolios, creations of various Dynamic modeling and also to process securities management Learning Objectives Gain Overview of Asset Management in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the Securities Transaction Understand requirements for defining different types of Portfolio Modeling and its View reports and enquiries relevant to Asset Management Target Audience People working in Back office of securities Operations Business Analyst in private Wealth Management Tester in Banking of private wealth Management in various Models Prerequisites Induction Business Basics Introduction to T24 Course (T2ITC) Knowledge of T24 Securities (T3TSCT) course A good knowledge of underlying banking business Course Topics Product Features Parameter Tables Linkages with other core tables Main parameter tables Different types of portfolio modeling, valuation, performance calculation standards and methods, bulk order creation, composites and benchmark setup Set up of Management Fees and related tables Relevant risk management 28 October 2013 21 Temenos Training Courses Catalogue Enquiries and reports 28 October 2013 22 Temenos Training Courses Catalogue T24 Bills - T3TBL Duration One day About T24 Bills The course is designed to provide the participants the T24 Bills module enables management and administration of bills. Setting up relevant parameter tables, related files and using the module for Bills processing. Learning Objectives Gain Overview the Bills in T24. Learning about Overview of Bills Module Learning about Dependencies and Parameter Tables to be set up Learning to input, execute and complete different types of Bills transactions Target Audience Credit & Corporate Department in Banking Division Business Architects Testers dealing with Corporate and Credit administration Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Product Overview Parameter Tables Various types of Bills Product features Enquiries and reports System Maintained Table 28 October 2013 23 Temenos Training Courses Catalogue T24 Collateral - T3TCO Duration One day About T24 Collateral The course is designed to provide the participants the knowledge of T24 Collateral module enables management and administration of Collaterals. In addition to it the course provides the knowledge of key features of this module setting up relevant parameter tables, related files using the module for transaction processing and T24 features of collateral. Learning Objectives Gain Overview the Collateral in T24. Learning about linkages with core tables including Collateral Parameters like Collateral Type , Collateral Right, & Collateral Code Learning about Secured Limits with Collateral security. Learning to set up parameter tables connected with this module Target Audience Credit administration Front Office end users in credit Operations Business Architects Testers dealing with Credit Operations Business Analysts Process Owners Prerequisites Basic T24 navigation skills T24 Limits Course Underlying banking business Course Topics Product overview Parameter tables Product features Enquiries and reports System Maintained Table 28 October 2013 24 Temenos Training Courses Catalogue T24 Cheque and Draft Issue Management - T3TCI Duration One day About T24 Cheque and Draft issue Management The course is designed to provide the participants the knowledge of T24 Cheque and Draft Issue Management system. Equip the participants with adequate knowledge to implement on the Stock Inventories relating to Cheque and Draft Management Learning Objectives Gain Overview the Cheque and draft issue Management in T24. Learning about linkages with core tables including Cheque Type, Stock entry , issuance of chequebook, stop payment of Cheques Learning about parameter tables connected with this module Target Audience Retail front end user Retail administration Business Architects Testers dealing with Retail Operations Business Analysts Process Owners Prerequisites Basic T24 introduction A sound Knowledge on Banking principles and products Course Topics Product overview Linkages with core tables Main Parameter tables Product features stocks issue , Maintain Enquiries and reports System Maintained Table 28 October 2013 25 Temenos Training Courses Catalogue T24 Derivatives - T3TDX Duration Three days About T24 Derivatives The course is designed to provide the participants the knowledge T24 Derivatives module enables management and administration of Derivatives deals Setting up relevant parameter tables, related files and using the module for transaction processing. In addition to it we can also learn about different types of future and options deals. Learning Objectives. Gain Overview on T24 Derivatives Module Learning about Linkages with core tables and main parameter tables. Learning about linkages with core tables including interest, charges and commissions Learning about Relevant risk management accounting and messaging. Different types of interest calculations. Target Audience Treasury Front Office end users Business Architects in Treasury verticals Testers dealing with Treasury area Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Transaction Input Exotic Options Revaluation Process Calculation of credit exposure Trade Transfers 28 October 2013 26 Temenos Training Courses Catalogue T24 Direct Debits - T3TDD Duration One day About T24 Direct Debit The course is designed to provide the participants the knowledge of T24 Direct Debits. Setting up relevant parameter tables, related files and using the module for effecting Direct Debits processing. In addition to it we can also learn about different types Direct Debits transactions and how the payments are collected and stopped. Learning Objectives Gain Overview the Direct Debits in T24. Learning about Linkages with core tables and main parameter tables. Different types of Direct Debit transaction. Learning about different stages in Direct Debits. Target Audience Payments and Front Office end users Business Architects Testers dealing with Payments and Front Office tasks Business Analysts Process Owner Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Direct debits in T24 Product Overview & Core dependencies Setting Up Parameter tables Product Features Enquiries and Reports 28 October 2013 27 Temenos Training Courses Catalogue T24 Expected Receipts - T3TER Duration 0.75 day About T24 Expected Receipts The course is designed to provide participants with knowledge in T24 Expected Receipts module. It enables the bank to keep track of Expected Funds/Payments/Regular Receipts and helps monitor correspondent bank limit. It helps in setting up relevant parameter tables, related files and using the module for tracking for the expected funds. Learning Objectives Gain Overview of Expected Receipts in T24. Learning about the linkages with core tables Understand the record an Expected Receipt and match it. Learning about the setup of to set up parameter tables connected with this module Learning about Product Features of ER module Target Audience Payments and Front Office end users Business Architects Testers dealing with Payments and Front Office tasks Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying Banking Business Course Topics Introduction Course objectives Overview Linkages with core tables Main Parameter tables Correspondent Bank Limit Regular Receipts 28 October 2013 28 Temenos Training Courses Catalogue T24 Financial Accounting - T3TFA Duration Four days About T24 Financial Accounting The Financial Accounting module (FA) processes a broad range of accounting and consolidation of accounting entries. It also dwells upon the conditions, rules and criteria for consolidation of accounting module. This Module enables the participants to know about the different types of accounting entries and also learn about the different methodologies for revaluation of foreign currency assets and liabilities. The T24 Financial Accounting is a part of RE module, enables setting up accounting related parameters. This course will give the participants a sound knowledge of Key features of this module as related to accounting, Setting up relevant parameter tables and related files and using the module for maintaining Accounting entries Learning Objectives Gain Overview of Financial Accounting in T24 Learn Linkages with core tables including category, Country, sector etc... Configure Parameter Tables Learn to set condition for consolidation of entries Understand different types of accounting entries in T24 Different types of work files which are used for the purpose of consolidation Target Audience Business Architects Business Analysts Person associated with financial management Prerequisites Introduction to T24 Course (T2ITC) Accounts (T3TAC) recommended A sound knowledge of underlying banking business A sound knowledge of the basics of Accounting Detailed Content Overview Linkages with core tables Main Parameter Tables Different types of Accounting entries 28 October 2013 29 Temenos Training Courses Catalogue Consolidation of Accounting entries Revaluation of Assets and Liabilities Consolidated Reporting Base The course will cover the T24 accounting structure; however, it will not cover in detail, the accounting entries specific to various T24 modules. 28 October 2013 30 Temenos Training Courses Catalogue T24 Fiduciary - T3TFD Duration One day About T24 Fiduciary The Fiduciary Module (FD) processes a broad range of Fiduciary deposit and retail transaction. It incorporates the administration Fiduciary, which enables the management and administration of PWM. This course will give the participants a sound knowledge of key features of Fiduciary aspects of this module, setting up relevant files and using the module for generating Fiduciary reports Learning Objectives Gain Overview of Fiduciary Module in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the Fiduciary Transaction View reports and enquiries relevant to Fiduciary Target Audience Corporate end user Private Wealth Management User Business Architects Business Analysts Process Owners Prerequisites Introduction to T24 Course (T2ITC) A sound knowledge of underlying banking business Course Topics Overview Parameters details Product Overview Enquiries and Reports 28 October 2013 31 Temenos Training Courses Catalogue T24 Financial Reporting - T3TRE Duration Two days About the T24 Financial Reporting The Reporting module (RE) defines the reporting tools relating to structure of General Ledgers. It defines about the various reporting tools like Header, line and Column. It also talks about various tools for the extraction of reports in T24. Company wise Balance sheet and consolidation of company wise balance sheet can be addressed in this Module Learning Objectives Gain Overview of Reporting Module in T24 Learn Linkages with core tables including Consolidation Conditions Configure Parameter Tables Learn to input, create Header, Column and lines Understand requirements for defining different types of Reports Target Audience Business Architects Business Analysts Process Owners Financial Experts Prerequisites Introduction to T24 Course (T2ITC) T24 Financial Accounting (T3TFA) Course A sound knowledge of underlying banking business Course Topics Overview Reporting tools such as Headers, Columns and Lines Additional Tools Asset types Generation of different types of reports 28 October 2013 32 Temenos Training Courses Catalogue T24 Forex - T3TFX Duration Two days About T24 Forex The Forex module (FX) processes a broad range of Forex products like Spot, forward and Swap. It also handles on Non deliverable Forward (NDF). It incorporates the administration of Front office, Back office in treasury operations. It handles the settlement related to various treasury products Learning Objectives Gain Overview of Forex in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the Forex Transaction Understand requirements for defining different types of Forex transactions View reports and enquiries relevant to Forex Different types of Revaluing the Foreign currency assets and liabilities Target Audience Treasury Front desk dealers Treasury back office Payments and settlement desk Business Architects Business Analysts Process Owners Prerequisites Introduction to T24 Course (T2ITC) A good knowledge of underlying banking business Course Topics Overview Linkages with other core tables Main parameter tables Different types of Forex deals Different methods of revaluations Relevant risk management, accounting and messaging Enquiries and report 28 October 2013 33 Temenos Training Courses Catalogue T24 Forward Rate Agreement - T3TFR Duration One day About T24 Forward Rate Agreement The course is designed to provide the participants with knowledge of T24 Forward rate agreement module. It enables management and administration of Forward rate agreements. It covers setting up relevant parameter tables, related files and using the module for transaction processing. Forward Rate Agreement is a forward contract on the interest rate. It is a financial contract to exchange interest payments based on a fixed interest rate with payments based on floating interest rate. Learning Objectives Gain Overview of FRA in T24. Learning about Linkages with core tables including interest, charges and commissions. Learning to input, execute and complete different types of forward rate agreement deals Learning to set up parameter tables connected with this module Learn to create reports and enquiries relevant to this module Learn to create Valid FRA types - Trade and Hedge Target Audience Business Analyst Retail front end User Process owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives FRA in T24 Overview Dependencies Parameter files Product Features Revaluation & Accounting 28 October 2013 34 Temenos Training Courses Catalogue Enquiries & Reports 28 October 2013 35 Temenos Training Courses Catalogue T24 Funds Transfer - T3TFT Duration Three days About T24 Funds Transfer The course enables participants to understand management and administration of Funds Transfer. In addition we can also learn the Key features of this module, setting up relevant parameter tables using the module for transaction processing. FUNDS.TRANSFER is one of the account based applications in T24 for moving funds around the system internally and externally. It could involve transfer of funds from one account to another account. Learning Objectives Gain Overview Fund Transfer in T24. Learning about Linkages with core tables and main parameter tables. Learning about Product Features and Standing Orders. Learning about input, execute and complete different types of Funds Transfer. Target Audience Payments and Front Office end users Business Architects Testers dealing with Payments and Front Office tasks Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Fund Transfer in T24 Overview Parameter tables Product features Fund Transfer and the features Standing Orders 28 October 2013 36 Temenos Training Courses Catalogue T24 International Financial Reporting Standards - T3TIF Duration Three days About T24 IFRS The course is designed to provide participants with knowledge of T24 IFRS. This enables understanding of accounting and reporting compliance as per IFRS. In addition it covers key features of this module, setting up relevant parameter tables using the module for transaction processing and report generation and Generating IFRS compliant reports. Learning Objectives Gain Overview IFRS Module in T24. Learning about Multi GAAP reporting. Learning about Classification of Financial Assets and Financial Liabilities Learning about linkages with T24 Accounting and Reporting Target Audience Financial Experts Business analyst Business Tester Process Owners Prerequisites Basic T24 navigation skills COB Financial Reporting Underlying banking business Course Topics Introduction Course objectives IFRS in T24 Overview Multi GAAP Processing Product Features Classification of Financial Assets & Liabilities Fair Value accounting & Relevant Excel functions Cash Flow Engine 28 October 2013 37 Temenos Training Courses Catalogue Consolidation Workshops IFRS impairment and Reclassification 28 October 2013 38 Temenos Training Courses Catalogue T24 Limits - T3TLI Duration Two days About T24 Limit The course enables participants to understand management and administration of limits. Important features of Limits including revolving, non-revolving, secured and un-secured, individual, group limits, product and sub products are covered. In addition it covers key features of this module, setting up relevant parameter tables and using the module for transaction processing. Learning Objectives Gain Overview Limits Module in T24. Learning about Linkage of Limits with static tables Product features of Limits & Other features Learning about Limits build sequence Learn to create reports and enquiries relevant to this module. Learn to create Global level, Product level and 10 sub product levels. Limits may be created at Customer and liability group levels. Target Audience Business Architects Testers dealing with Credit verticals Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking Business Course Topics Introduction Course objectives Limits in T24 Overview Amending Limits, Other features Product Features Cross Limits 28 October 2013 39 Temenos Training Courses Catalogue Reports & Enquires 28 October 2013 40 Temenos Training Courses Catalogue T24 Letters of Credit - T3TLC Duration Five days About T24 Letter of Credit The course enables participants to understand management and administration of Letters of credit. The Trade Finance module consists of two closely related applications, LETTER OF CREDIT and DRAWINGS, which work together to provide a wide range of support for Trade Finance business. LC application supports opening and amending LCs as well as Documentary collections in both import and export. It suits all the roles of a bank by advising, confirming, and negotiating. Learning Objectives Gain Overview of Letters of Credit in T24. Learning about Linkages between LC module and T24 Core and other applications Learning to set up parameter tables connected with this module Product features of LC module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Business Architects Testers dealing with Trade Finance Business Analysts Process Owners Trade Finance Front end user Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Letter of credit in T24 Overview Product Features Settlement & Amendments Multiple debits in drawings 28 October 2013 41 Temenos Training Courses Catalogue Trust Release & Other features Reports & Enquires 28 October 2013 42 Temenos Training Courses Catalogue T24 Loans and Deposits - T3TLD Duration Two days About T24 Loans & Deposits This course is designed to provide the participants knowledge of T24 LD module. It enables management and administration of Loans and Deposits. It covers key features of the module, including setting up relevant parameter tables, configuring a loan product and using the module for transaction processing. Learning Objectives Gain Overview of Loans & Deposits in T24. Learning about Application specific Parameter tables, connected with Loans and Deposits Loans and Deposits build sequence Learning about linkages with core tables including interest, charges and commissions Product features of Loans & Deposits. Learning about linkages with T24 Accounting and Reporting Target Audience Credit Front Office end users Business Architects Testers dealing with credit Verticals Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Loans & Deposits Build Sequence Application specific parameter tables connect with Loans and deposits Product Features Other features 28 October 2013 43 Temenos Training Courses Catalogue Reports & Enquires 28 October 2013 44 Temenos Training Courses Catalogue T24 Local Clearing - T3TLOC Duration 0.25 day About T24 Local Clearing The course is designed to provide the participants knowledge of local clearing transactions through the FT module. This course will give the participants a sound knowledge of Key features of T24 Local Clearing through FT module, setting up relevant parameter tables and related files. Learning Objectives Gain Overview of Local Clearing in T24. Learning about Linkages with other tables. Learning to set up parameter tables connected with this module Target Audience Clearing Front Office end users Business Architects Testers dealing with payment verticals under FT Business Analysts Process Owners Prerequisites Basic T24 navigation skills Fund Transfer Underlying banking business Course Topics Introduction Course objectives Local Clearing in T24 Overview Product Features Parameter tables 28 October 2013 45 Temenos Training Courses Catalogue T24 Miscellaneous Deals - T3TMD Duration Two days About T24 Miscellaneous Deal The course enables participants to understand management and administration of Guarantees In addition we can also learn the Key features of this module, setting up relevant parameter tables using the module for transaction processing. Learning Objectives Gain Overview of Miscellaneous Deals in T24. Learning about Linkages with core tables including charges and commissions. Learning to set up parameter tables connected with this module Product features of MD module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Corporate User under Guarantee desk Business analyst Business architecture Process owners Prerequisites Basic T24 navigation skills Underlying Banking Business Course Topics Introduction Course objectives Miscellaneous deals in T24 Overview Product Features Provision and Changes Time based commission Correspondent Bank limits Receiving Guarantees & Participation guarantees Reports & Enquires 28 October 2013 46 Temenos Training Courses Catalogue T24 Money Market - T3TMM Duration 1.5 days About T24 Money Market T24 Money Market module enables management and administration of Money Market deals. This course will give the participants a sound knowledge of Key features of this module. Setting up relevant parameter tables, related files and using the module for transaction processing like Money market Deposit and Loans , placement and Takings etc.. Learning Objectives Gain Overview of Money Market in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the Money Market Transaction Understand requirements for Transaction defining different types of View reports and enquiries relevant to Money Market Understand how to handle rollover takings and placement Money Market Target Audience Treasury Front Desk user Treasury Back office user Business Architects Testers dealing with Treasury Verticals Business Analysts Process Owners Prerequisites Induction Business Basics A sound knowledge on Banking Principles and products on Money Market Course Topics Overview Linkages with core tables Main Parameter tables Different types of Money Market Deals Different types of interest calculation 28 October 2013 47 Temenos Training Courses Catalogue Relevant risk management, accounting and messaging Enquiries and reports 28 October 2013 48 Temenos Training Courses Catalogue T24 Multi Company - T3TMC Duration Two days About T24 on Multi Company The course enables participants to understand management and administration of Multi Company . In addition this course will give the participants a sound knowledge of Key features, setting up relevant parameter tables using the module for sharing data and accounting information. Learning Objectives Gain Overview of Multi Company in T24. Learning to set up parameter tables connected with this module Learning about sharing data and accounting information between different entities Product features of Multi Company module. Learning about setting up Multi Company and Multi Book installations. Target Audience Business architecture Business Analyst Technical analysts Prerequisites Basic T24 navigation skills Financial Accounting Underlying banking business Course Topics Introduction Course objectives Inter- company accounting and reporting COB processing & Parameter tables Setting up of a Multiple Company Environment Reports & Enquires 28 October 2013 49 Temenos Training Courses Catalogue T24 Mutual Funds - T3TMF Duration Two days About T24 Mutual Funds The course is designed to provide the participants the knowledge of T24 Mutual Funds Module has been designed to support and manage distribution of one or several mutual funds. The module functionality covers calculation of the fund’s Net Asset Value, management fees and Unit Management other than Corporate Action on such units. The unit management module uses Core processing for fees and charges and also uses the functionality of the Securities Module. Learning Objectives Gain Overview of Mutual Funds in T24. Learning about Linkages with Core Tables. Learning to set up parameter tables connected with this module Learning about risk management, accounting and messaging Product features in Mutual Funds module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Private wealth business analyst Private wealth Front office and Back office user Business Analyst Business architecture Process owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Mutual Funds in T24 Overview Product Features Asset definition and its types Corporate actions 28 October 2013 50 Temenos Training Courses Catalogue NAV calculation and Accounting process Reports & Enquires 28 October 2013 51 Temenos Training Courses Catalogue T24 Non Deliverable Forward - T3TND Duration Half a day About T24 Non Deliverable Forward The Non Deliverable Forward module (ND) processes a broad range of non-deliverable forward related to Treasury Products. The Non deliverable forward (ND) module enables management and administration of Non deliverable forward deals. This course will give the participants a sound knowledge of the key features of this module setting up relevant parameter tables related files Learning Objectives Gain Overview of Non deliverable Forward in T24 Learn Linkages with core tables including charges and commissions Configure Parameter Tables Learn to input, execute and complete the ND Deal Transaction Understand requirements for defining different types of ND Deal transactions View reports and enquiries relevant to ND Deal Target Audience Treasury Front Office end users Business Architects Testers dealing with Treasury Module Business Analysts Process Owners Prerequisites Induction Business Basics A sound banking business knowledge on Treasury products. Course Topics Overview Linkages with other core tables Main parameter tables Different types of deals/contracts Relevant risk management, accounting and messaging Enquiries and reports 28 October 2013 52 Temenos Training Courses Catalogue T24 Nostro Reconciliation –T3TNR Duration Half a day About T24 Nostro Reconciliation T24 Nostro Reconciliation module enables management and administration of Nostro Reconciliation This course will give the participants a sound knowledge of ) Key features of Nostro Reconciliation of this module Setting up relevant parameter tables, related files and Using the module for doing automatic processing of matching of entries and manual matching of entries Learning Objectives Gain Overview of Nostro reconciliation in T24 Learn Linkages with core tables Configure Parameter Tables Learn to input, execute and complete the automatic processing of matching Transaction Understand requirements for defining different types of transactions View reports and enquiries relevant to Nostro reconciliation Target Audience Treasury Back office and Mid Office Business analyst Business Architecture Process Owners Tester relating to Nostro reconciliation Prerequisites Basic T24 navigation skills. T24 Funds Transfer Course Topics Product Overview Linkages with other core tables Main parameter tables related to this module Accounting and messaging Enquiries and reports 28 October 2013 53 Nostro reconciliation Temenos Training Courses Catalogue T24 Position Management - T3TPM Duration One day About T24 position Management The T24 Position Management (PM) module enables users to enquire on currency, cash and gap positions. This course will give the participants a sound knowledge of the key features of this module.) Setting up relevant parameter tables and the related files Learning Objectives Gain Overview of Position Management in T24 Learn Linkages with core tables Configure Parameter Tables Learn to input, execute and complete the Position management Transaction Understand requirements for defining different types of Position management enquiry transactions View reports and enquiries relevant to Position Management Target Audience Treasury Front office user Treasury Back office Business Architects Testers dealing with Treasury Payments Business Analysts Process Owners Prerequisites Introduction to T24 Course (T2ITC) A good knowledge of underlying banking business Course Topics Overview Linkages with other core tables Main parameter tables Position management vis a vis different types of deals/contracts Enquiries and reports 28 October 2013 54 Temenos Training Courses Catalogue T24 Past Dues - T3TPD Duration 1.5 days About T24 Past Due This course is designed to provide participants knowledge of T24 PD module. It enables management and administration of Past dues. This course will give the participants a sound knowledge of Key features of this module, setting up relevant parameter tables, using the module for transaction processing. This course covers the dependencies, parameters and features of Past Due module. Learning Objectives Gain Overview of Past Dues in T24. Learning to set up parameter tables connected with this module Product features of Past Dues module. Learning about linkages with T24 Accounting, messaging and enquiries. Learning about asset classification and provisioning and past due dependencies Target Audience Business Architects Testers dealing with Credit and lending module Business Analysts Process Owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Parameter tables Provisioning Financial write off Reports & Enquires 28 October 2013 55 Temenos Training Courses Catalogue T24 Post Closing - T3TPC Duration Half a day About T24 Post Closing The T24 Post Closing module enables the posting of accounting adjustments and updating historic financial databases after the closing date of a financial period. This course will give the participants a sound knowledge of the key features of the module , setting up relevant parameter tables) related files and setting up and using the module to open financial database for prior accounting periods and to post transactions/generate financial reports for such periods. Learning Objectives Gain Overview of Post-closing Module in T24 Learn Linkages with core tables Configure Parameter Tables Learn to input, execute and complete the Post Closing Transaction Target Audience Financial Analysts Business Architects Business Analysts Process Owners Prerequisites Introduction to T24 Course (T2ITC) T24 Financial Accounting Course (T3TFA) A sound knowledge of underlying banking business Course Topics Defining open financial periods Posting transactions to update open financial periods Updating open financial databases Generating financial reports for earlier periods 28 October 2013 56 Temenos Training Courses Catalogue T24 Provisioning - T3TPV Duration 1.5 days About T24 Provisioning The T24Provisioning (PV) module enables management and administration of Provisioning . This course will give the participants a sound knowledge of the key features of this module setting up relevant parameter tables) related files and using the module for transaction processing Learning Objectives Gain Overview of Provisioning Module in T24 Learn Linkages with core tables Configure Parameter Tables Learn to input, execute and complete the provisioning Transaction View reports and enquiries relevant to Provisioning Target Audience Business Architects Testers dealing with Provisioning desk Business Analysts Process Owners Credit front end user Prerequisites Introduction to T24 Course (T2ITC) A good knowledge of underlying banking business Course Topics Overview Linkages with other core tables Main parameter tables Different types of deals/contracts Relevant risk management, accounting and messaging Enquiries and reports 28 October 2013 57 Temenos Training Courses Catalogue T24 Repos - T3TRP Duration 1.5 days About T24 Repo The course enables management and administration of Repos and Reso contracts. In addition we can also learn about the Key features of this module, setting up relevant parameter tables using the module for transaction processing. This course enables us to know about the Repo module, its linkages with core tables, setting up of parameters, inputting different types of Repos, viewing the accounting, delivery and enquiries and reports. Learning Objectives Gain Overview of Repos in T24. Learning about Linkages with core tables including interest, charges and commissions Learning to set up parameter tables connected with this module Learning about risk management, accounting and messaging Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Private Wealth Management Front office user Business analyst Business architecture Process owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Different types of Repos Stock Borrow lend Reports & Enquires 28 October 2013 58 Temenos Training Courses Catalogue T24 Securities Administration and Trading - T3TSCT Duration 4.5 days About T24 Securities Administration and Trading The course enables Management and administration of portfolios. In addition we can learn about the Key features of this module, setting up relevant parameter tables using the module for transaction processing. Then you will learn about linkages with core tables including tax, interest, charges and commissions. Further you will learn to set up parameter and static tables connected with the trading activity of the module. Learning Objectives Gain Overview Securities Administration in T24. Learning to set up parameter and static tables connected with this module. Learning about risk management, accounting and messaging Product features of Securities Administration and Trading module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Private wealth management Front end user Securities back office user Business Analyst Process owners Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Different Types of Transactions COB Reports & Accounting Scalability of Orders Reports & Enquires 28 October 2013 59 Temenos Training Courses Catalogue T24 Securities Back Office - T3TSCO Duration 4.5 days About T24 Securities Back Office The course enables Management and administration of settlement/corporate action transactions. In addition you can learn about the Key features of this module, setting up relevant parameter tables using the module for transaction processing and securities module back office operations, handling off market trading. Learning Objectives Gain Overview of Securities Back Office in T24. Learning about Linkages with core tables including tax, interest, charges and commissions Learning to set up parameter tables connected with this module Learning about risk management, accounting and messaging. Product features of Securities Back Office module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Private Wealth management back office user Business analyst Process owners Business architecture Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Settlement related tables Corporate Action Processing Stock and cash options Rights & Reinvestments Tax & Fees Set up 28 October 2013 60 Temenos Training Courses Catalogue Reports & Enquires 28 October 2013 61 Temenos Training Courses Catalogue T24 Swaps - T3TSW Duration One day About T24 Swaps The course enables management and administration of Swap deals. In addition we can learn about the Key features of this module, setting up relevant parameter tables using the module for transaction process. Learning Objectives Gain Overview of Swap in T24 Learning about Linkages with core tables Learning to set up parameter tables connected with this module Learning about risk management, accounting and messaging. Product features of Swap module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Treasury Dealers Front office Treasury Back office Business analyst Process owners Business architecture Prerequisites Basic T24 navigation skills Underlying banking business Treasury Modules in t24 Course Topics Introduction Course objectives Overview Product Features Revaluation Accounting Reports & Enquires 28 October 2013 62 Temenos Training Courses Catalogue T24 Syndicated Loans - T3TSL Duration Three days About T24 Syndicated loans The course is designed to provide the participants the knowledge of T24 SL module enables management and administration of Syndicated Loans. In addition we can learn about the Key features of this module, setting up relevant parameter tables using the module for loan transaction process. Syndicating loans or spreading debt among a number of investors helps lenders manage their portfolios by reducing risk, improving returns and increasing fee business. Learning Objectives Gain Overview of syndicated Loans in T24. Learning about Linkages with core tables including interest, charges and commissions Learning to set up parameter tables connected with this module Product features of Syndicated Loan module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Corporate Front office Business analyst Process owners Business architecture Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Trading operation Internal Balance files and Accounting Limits & Standard reports Enquiries and Delivery 28 October 2013 63 Temenos Training Courses Catalogue Reports & Enquires 28 October 2013 64 Temenos Training Courses Catalogue T24 Structured Products - T3TSY Duration Three days About T24 Structured Products The course is designed to provide the participants the knowledge of T24 SY module enables management and administration of Structured products . In addition we can learn about the Key features of this module, setting up relevant parameter tables using the module for structured products transaction process. Learning Objectives Gain Overview of Structured products in T24. Learning about Linkages with core tables including interest, charges and commissions Learning to set up parameter tables connected with this module Product features of Structured Products module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Treasury Front office and Back Office Business analyst Process owners Business architecture Prerequisites Basic T24 navigation skills Underlying banking business Course Topics Introduction Course objectives Overview Product Features Trading operation Internal Balance files and Accounting Limits & Standard reports Enquiries and Delivery Reports & Enquires 28 October 2013 65 Temenos Training Courses Catalogue T24 Teller - T3TTT Duration Three days About T24 Teller The course enables management and administration of Teller transactions. Teller is one of the account based applications in T24 for moving funds around the system internally and externally. It could involve transfer of funds from one account to another account. Cheque collection is one of the applications encompassed in TT module. It covers various types of collection cheque like local clearing cheque and outstation cheque etc. Learning Objectives Gain Overview of Teller in T24 Learning about Linkages with core tables including charges and commissions. Learning to input, execute and complete the teller Transaction. Learning about risk management, accounting and messaging. Product features of Teller. Learn about TFS Target Audience Retail Front Desk user Business Analyst Business Architecture Process owners Prerequisites Basic T24 navigation skills Underlying Banking Business Course Topics Introduction Course objectives Tellers in T24 Overview Product Features Enquiries and reports 28 October 2013 66 Temenos Training Courses Catalogue T24 Business Insight - T3TIB Duration Five days About T24 Business Insight Temenos Insight product enables management and administration of data for better MIS and Business Intelligence purpose. This course will give the participants a sound knowledge of Key features of different modules - both mandatory as well as Optional packaged in Temenos Insight like Base, Reporter, Security, Analyser, Profitability and Publisher . Providing information through different screens for the generation of enquiries and reports which include Age analytics at Bank Level as well as Customer Level on different dimensions like Industry, Sector, Balance range, age range etc., using the module for Implementing Transfer Pricing Mechanism and Providing Information through Dashboards based on the type of User Learning Objectives Creating Business Areas, Categories, Selections, Enquiries and using Reporting templates for the Creation of Reports and also learning how to do chart of account mapping for Central Bank Configuring Analyser and map T24 fields to OLAP (On-Line Analytical Processing) cube dimensions Uploading Budgets and by learning how to make manual adjustments Learning Objectives Skills Learning how to create Users, Menu Groups and Options and setting up of Data Access Rules Setting up Maturity Bands, Age ranges, Balance ranges used in Reporting Defining Key Performance Indicators and creating Dash boards Target Audience Management Information system User Business Analyst Business Architecture Process owners Prerequisites Basic T24 navigation skills T24 Financial Reporting Course Topics Overview ,Extracting data from T24 using DW.EXPORT 28 October 2013 67 Temenos Training Courses Catalogue Insight Reporter - Business Area, Categories, Enquiries and Reports Insight Security - Creation of Users, Menu Groups and setting up of Menu Options and Data Access Rules Insight Analyser - Budgeting, Manual Adjustments and Cost Allocation Insight Profitability - Transfer Pricing Mechanism and creation of Customer wise Profitability Reports Insight Publisher - Creation of Financial Dash Boards and Providing the information to various Users 28 October 2013 68 Temenos Training Courses Catalogue T24 Wealth Reporting - T3TWR Duration Two days About T24 Wealth Reporting The course enables management and administration of Wealth Management . In addition we can learn about the Key features of this module, setting up relevant parameter tables using the module for Wealth reporting transaction process. Learning Objectives Gain Overview of Wealth Reporting products in T24. Learning about Linkages with core tables including interest, charges and commissions Learning to set up parameter tables connected with this module Product features of Wealth Reporting Products module. Learning about linkages with T24 Accounting, messaging and enquiries. Target Audience Private Wealth Management Front office and Back Office Business analyst Process owners Business architecture Prerequisites Basic T24 navigation skills Underlying banking business Knowledge on T24 Asset Management Course Topics Introduction Course objectives Overview Product Features Enquiries and Delivery Reports & Enquires 28 October 2013 69 Temenos Training Courses Catalogue Technical Courses T24 Arrangement Architecture Core - Technical - T3AACT Duration Two days About T24 Arrangement Architecture Core Technical The course will give an overall picture of the Technical architecture of T24 AA product . How AA works with OFS and COB processing . This course will also equip the participants with adequate knowledge to create user defined routines , Local reference for certain Property class. User defined versions and Simulate activities . This will also help the participant to understand Important Property class like Activity. API, ACTIVITY. PRESENTATION etc.. Learning Objectives Gain Overview of T24 of Technical related architecture on AA Learn the dependency of various tables Create User defined Routines and local reference Understand Various enquiries and reports Target Audience Working Knowledge on Pcs. Knowledge on banking principles and products Prerequisites Induction to T24 Technical T3AAC - AA Core T3OFS - OFS in T24 ( recommended ) Course Topics AA Simulations in AA OFS Bulking in AA Important Property Classes Product Proofing and Publishing related applications 28 October 2013 70 Temenos Training Courses Catalogue T24 ARC Internet Banking - T3ARCIB Duration Four days About T24 ARC Internet Banking Module The course will give participants the required technical knowledge to install, configure and customise the Temenos ARC Internet Banking product. Learning Objectives How to work with AA Concepts, Intermediary and Corporate. Setup and configure ARC IB How to create an arrangement and internet user. How to create an internet service Product. How to use proxy services in Intermediaries and corporate banking. Basic Knowledge to work on ARC IB - Personal, Intermediary & Corporate Using Product designer to design Products. Use Protection Limit is used to set Daily Limits for transactions Specify SMS Group in User Rights to control access. Target audience Technical architecture Process Owners Retail front End user Prerequisites Basic T24 navigation skills. Basic knowledge on Enquiries and Versions Course Topics ARC IB in T24, Working with Arrangement Architecture ARC and the Internet Banking product Configuring ARC IB in Five Stages. Summary of Product Conditions. Tracking Product change in Arrangement Links Proof and Publish in E Bank product Negotiation Rules, Important Points in ARC IB -T24 28 October 2013 71 Temenos Training Courses Catalogue T24 ARC Mobile Banking - T3ARCMB Duration Three days About T24 ARC Mobile Banking This course will give participants the requisite technical knowledge to install, configure and customize the ARC Mobile Banking product Learning Objectives Gain Overview of ARC Mobile Banking in T24. Equip participants with adequate knowledge to understand ARC Mobile Banking Equip participants with adequate knowledge to create, install and configure ARC Mobile Application, MySQL , Tomcat /Jboss Core Banking Connectivity Channels, Merchants and notification Target Audience Front End User and Roles of ARC Mobile Application Technical Consultants Business architecture Process owners Prerequisites Java Knowledge Database Knowledge - MySQL T24 Knowledge - TCServer, JBoss Configuration for Browser Setup, DL Restore Course Topics ARC Mobile Introduction MySql ,Tomcat ,JBoss Branding Internal Installer Banking Installer Payment Installer Users and Roles Templates and Customers Core Banking Connectivity Channels SMPP Installer Merchants 28 October 2013 72 Temenos Training Courses Catalogue Integration with T24 Web Service Integration 28 October 2013 73 Temenos Training Courses Catalogue T24 Branch Resilience - T3BR Duration Two days About T24 Branch Resilience The course is designed to provide the participants an insight into the Branch Resilience product and its features. This course will enable participants to understand and execute required activities at a Branch level. Learning Objectives Gain Overview of Branch Resilience (BR) in T24. Setting up the required parameter files for the BR module to function Setting up other required software like Temenos Connector server, Tomcat, Toolbox which the BR module uses. Why there is a need for Branch Resilience in T24. How T24 communicates with online and offline Process. How to handle different services in BR Module Target Audience Technical Analyst Process owners Prerequisites Basic T24 navigation skills. Basic of Open Financial Service (OFS) Knowledge of Using the Tool Box Course Topics BR in T24, Branch Database Setting up Tool box, Offline and Online mode and their Privileges. User and Users SMS Group. Difference between Central server and Branch server. 28 October 2013 74 Temenos Training Courses Catalogue T24 Business Events Management - T3BE Duration Two days About the T24 Business Events Management This course provides participants with adequate knowledge in defining and managing event triggers based on the business processes. Learning Objectives Gain Overview in Business Events Management (BEM) in T24. Learning about BEM Life Cycle Learning about Temenos Connectors and Temenos Browser Different Types of Events Delivery setup required to raise alerts Target Audience Business Architecture Technical Analyst Lead Technical Specialist Process Owners Prerequisites Basic T24 navigation skills. T24 Delivery Course Topics Introduction Course objectives Business Event Management in T24 BEM Life Cycle Process of triggering alerts Components involved Related delivery set up and demo 28 October 2013 75 Temenos Training Courses Catalogue T24 Confirmation Matching - T3CMN Duration Half a day About T24 Confirmation Matching This course will give participants an in depth knowledge of the Currency and Message Matching. Learning Objectives Gain overview on the Confirmation Matching (CM) in T24. Understand how the inward an outward deliveries are matched Understand applications for matching the messages Learn to setup Parameter tables connected with this Module Target Audience Treasury back office user Business Analyst Process owners Prerequisites Basic T24 navigation skills. Delivery Course Topics Introduction Course objectives CM in T24 How application is used in CM Phantom to form the match key Phantom to match the messages 28 October 2013 76 Temenos Training Courses Catalogue T24 Customer Relationship Management - T3CRM Duration 2.5 days About T24 Customer Relationship Management Equip participants with knowledge of CRM module, the rules engine and how to use it with CRM module in T24. Provide a framework to learn about Customers' needs and behaviors in order to develop strong relationship. By using T24 CRM customers are able to aggregates information about Customers, sales, marketing effectiveness, and responsiveness and market trends. This allows them to provide better customer service and enables cross sell and up sell activities. . Learning Objectives Gain Overview the need for a CRM Component in T24. How to use the Single Customer View How can we achieve using operational CRM and Analytical CRM Steps to be followed in CRM related parameter tables in T24 Workflows for campaign and opportunity processing in T24 How to work with CR Module in T24 Explain difference between Analytical CRM and Operational CRM Target Audience Technical Analyst Lead Technical specialist Tester Process owners Retail Front end user Prerequisites Basic T24 navigation skills Open Financial Services Course Topics Need for CRM in T24 Detailed about Operational CRM and Analytical CRM Rules engine and integrating it with CRM Steps to create Campaign and opportunity processing records in T24 Types of services related to CRM Workshop integrating Rules Engine into CRM 28 October 2013 77 Temenos Training Courses Catalogue T24 Customisation - T3CUS Duration Four days About T24 Customisation Equip participants with knowledge of Customisation module, the rules engine and how to use it with CUS module in T24. Provide a framework to learn about various customisation tools. This module will provide knowledge on creating Menu, Local reference fields, abbreviations, deal slips etc.. Learning Objectives Gain Overview the need for a Customisation tools Learn about the creation of Menus Learn about creation of Enquiries and Reports Learn about various customisation tools that are used in T24 Target Audience Technical Analyst Lead Technical specialist Tester Process owners Retail Front end user Prerequisites T2ITC - Introduction to T24 Course T2ITT - Introduction to T24 - Technical Course Topics Creating Abbreviations Auto ID Generations in T24 Creating Local Reference Fields Creating Menus Creating Deal Slips Creating Fast Path Image Graphs 28 October 2013 78 Temenos Training Courses Catalogue T24 Delivery - T3DEL Duration Three days About T24 Delivery The course will give participants the depth knowledge of the Delivery subsystem in T24. This course will enable the participants to customize the delivery messages and also configure and maintain the different carriers available. Learning Objectives Understand the Delivery System (DS) in T24. Create records in appropriate applications required during the Delivery Setup Explain difference between Deal Slips and Delivery Advices Describe the flow of the Outward Delivery Subsystem How to create delivery mapping routine and delivery subsystem. Detailed content of Carriers - Print, SWIFT, Secure Message, SMS, Email. Target Audience Technical Analyst Business Analyst Process owners Prerequisites Basic T24 navigation skills. Basic of Info basic Programming Course Topics Delivery in T24 Types of Delivery Advices / Carriers, Delivery Advices - An overview How to create delivery reference ID, Complete details in delivery advice Different types of Specifics, Mapping Stages Steps to Format 28 October 2013 79 Temenos Training Courses Catalogue T24 Direct Connect Driver Oracle- T3DCDO Duration Two days About T24 Direct Connect Driver Oracle This course will give participants an insight into the working of driver and the conversion process Learning Objectives Equip participants with adequate knowledge to understand storage in j4 and Oracle The use of the various environmental variables specific to rdbms conversion and driver configuration Equip participants with adequate knowledge to create Required Oracle components for the driver to function - Tablespace, User in Oracle etc. Stub file table by executing package.sql and grant permission to oracle user. The installation procedure of JEDI XML Driver & rdbms conversion package Equip participants with adequate knowledge to work on VOC Analysis, Conversion and error reporting, Analyzing errors and providing solutions Target Audience Technical Analyst Process owners Business Lead consultant Prerequisites Basic T24 navigation skills. Course Topics Installation, Configuration and Testing Connection Stub less Architecture Execution of Conversion Process Views, Indexes and Query Analysis Oracle 11G Feature Support 28 October 2013 80 difference in data Temenos Training Courses Catalogue T24 Document Management - T3DIM Duration Half a day About T24 Document Management The course is designed to provide the participants an insight into the working of Document Management module. In addition to it we can also learn about various types of document managed by T24 Document Management module. We also learn the need for Image Management in T24, pre-requisites for setting up Image Management. Document and Image management module is designed around parameter files and data files Learning Objectives Gain Overview of Document and Image Management in T24. Learning about the need for document management Understand the need for Document Management Use IM applications - IM.IMAGE.TYPE, IM.DOCUMENT.IMAGE IM.DOCUMENT.UPLOAD to upload and manage images in T24 Learning about the setup of Document tracking for Customer and other applications Differentiate statuses of documents on T24 transactions Learn to Create Documents Target Audience Business Analyst Retail front end User Technical Analyst Process owners Prerequisites Basic T24 navigation skills Course Topics Introduction Course objectives Document Management Overview in T24 Document Management Workflow 28 October 2013 81 and Temenos Training Courses Catalogue T24 Global Constraints - T3GC Duration One day About T24 Global Constraints The course is designed to provide the participants an insight with adequate knowledge to understand the need for Constraints Processing , defining the steps involved in setting up constraints processing Equip participants with adequate knowledge to create single and Cumulative Constraints Learning Objectives Gain Overview of Global Constraints in T24 . Learning about the need for steps involved in Constraints processing Understand the need of Cumulative constraints in Banking business Target Audience Business Analyst Retail front end User Technical Analyst Process owners Prerequisites Basic T24 navigation skills and Introduction to T2ITT Security Management System ( T3SMS ) recommended Course Topics Setting up the files for constraint processing which includes parameter table on Constraints Grouping of Constraints Sub grouping of Constraints Setting precedence Blocking overrides using Constraints 28 October 2013 82 Temenos Training Courses Catalogue T24 jBASE - T3JB Duration 5.5 days About T24 jBASE This course provides participants with adequate knowledge to understand and execute tasks in jBASE and also provides knowledge on transaction journaling and performance tuning in jBASE. Learning Objectives Explain what is jBASE Analyze a simple T24 Architecture & jBASE directory structure State the purpose of the .profile/remote.cmd file Analyze jBASE environment variables & how the locking mechanism works. Performance tuning parameters in jBASE Printer set up jBASE transactional journaling File storage structure in JBase How to create hashed files and non-hashed files. Setting up printer in T24 Target Audience Business Analyst Technical Analyst Process Owners Technical Consultant Prerequisites Basic T24 navigation skills. Course Topics Base in T24, Steps in Jbase database, T24 Architecture How Port is used in Jbase T24 Environmental variables , Internal working of JR files File storage structure in JBase, File size management tools Steps to setup a printer at the JBase level and in T24 28 October 2013 83 Temenos Training Courses Catalogue T24 Open Financial Service - T3OFS Duration 3.5 days About T24 OFS This course will equip the participants with adequate knowledge on the importance of OFS , the technical architecture of OFS . This Module will facilitate the need for OFS , configure OFS input and test OFS message Learning Objectives Overview of what is OFS Learn about OFS modes Learn about Batch Mode its response Target Audience Business Analyst Technical Analyst Process Owners Technical Consultant Prerequisites Introduction to T24 - Technical -( T2ITT ) Basic Technical Training - (T2BTT) Advanced Technical Training - (T3ATT) - Recommended Course Topics Various types of OFS Modes Introduction & Common Messages OFS Batch Mode OFS Response OFS Telnet Mode Encryption 28 October 2013 84 Temenos Training Courses Catalogue T24 Oracle Administration and Performance Tuning - T3ORA Duration Seven days About T24 ORA This course will equip the participants with adequate knowledge to understand on the working of the Oracle data base and also on performance tuning of oracle. This course will equip the participants to manage and create an oracle data base, tune the various memory structures in oracle and enable them to manage, redo and archiving modes in Oracle Learning Objectives Overview of what is ORA Learn about various parameter relating to ORA Learn about dedicated server connection and shared connection Target Audience Business Analyst Technical Analyst Process Owners Technical Consultant Prerequisites Introduction to T24 - Technical -( T2ITT ) Basic Technical Training - (T2BTT) Advanced Technical Training - (T3ATT) - Recommended Course Topics Oracle Architecture an Introduction Components of Oracle Data Base Creation of Data base Data Storage in Oracle Index Management in Oracle Performance tuning in Oracle 28 October 2013 85 Temenos Training Courses Catalogue T24 Process Workflow - T3PW Duration 2.5 days About T24 Process Workflow This course will enable participants to understand the Process Workflow module within T24 and will enable them to maintain the process workflows appropriate to the business requirement. Learning Objectives Gain Overview of Process Workflow in T24 and BPMN Learning about the use of all applications involved in creating a workflow Learn to create Workflows in T24 with patterns Learn to install, create and deploy workflows from PW Designer to T24 How to execute the workflow Target Audience Business Analyst Technical Analyst Process owners Prerequisites Basic T24 navigation skills Basics of T24 Rules Engine Course Topics Introduction to PW in T24 and BPMN Overview PW Designer - Installation and creation of a process PW in T24 - Tables used in creating a process in T24 Pattern based workflows in T24 28 October 2013 86 Temenos Training Courses Catalogue T24 Programming - T3PRG Duration Four days About T24 Programming This course will enable participants to understand with adequate knowledge on the jBASE basic Commands, the commonly used T24 APIs. This course will also equip the participants with adequate knowledge on how to create Programs using jBASE commands , Subroutines using T24 APIs and also have knowledge on Eclipse editor. Learning Objectives Gain Overview of Programming in T24 Learning about the use of all applications involved in creating a subroutines Target Audience Business Analyst Technical Analyst Process owners Prerequisites T2ITC - Introduction to T24 Course T2ITT - Introduction to T24 - Technical Course Topics Introduction to Programming in T24 Eclipse editor Concept of Dynamic and Dimensioned arrays Structure of the program 28 October 2013 87 Temenos Training Courses Catalogue T24 Programming Plus - T3PRGP Duration Four days About T24 Programming Plus This course will enable participants to understand with adequate knowledge on the various versions and enquiry. The need for a nofile enquiry . This program will facilitate the participants with creations of version routines, enquiry routines, no file enquiry and also deal slip routines. This course will give participants an insight into jBASE Basic programming and programming using T24 APIs. Learning Objectives Gain Overview of Programming in T24 Learning about the use of all applications involved in creating a subroutines Creation of Version routines Creation of Enquiries Routines Creation of Deal slip Routines Target Audience Business Analyst Technical Analyst Process owners Prerequisites T2ITC - Introduction to T24 Course T2ITT - Introduction to T24 - Technical Advanced training on Programming - T3PRG Advanced Training on Customisation - T3CUS Course Topics Basic version Routine Advanced Version routines Basic Enquiry routines Deal Slip routines 28 October 2013 88 Temenos Training Courses Catalogue T24 Security Management System - T3SMS Duration One day About T24 SMS This course will enable participants to understand with adequate knowledge on creation of user. The need and the working of Override messages in T24. This module will also equip the participants with Dispo Processing Learning Objectives Gain Overview of Security Management System in T24 Learning about the usage of User application Set up conditions for Dispo Processing Target Audience Business Analyst Technical Analyst Process owners Prerequisites T2ITC - Introduction to T24 Course Course Topics Understanding the user application to create and manage the User in T24 Creation of USER.SMS.GROUP Resetting of Passwords Override processing Dispo Processing 28 October 2013 89 Temenos Training Courses Catalogue T24 Administration - T3TAD Duration 2.5 days About T24 Administration This course will enable participants to understand with adequate knowledge on Upgrade Procedure, service pack Installation , New product Installation. This product will also equip the participants with the functionality of archiving creation of user. The need and the working of Override messages in T24. This module will also equip the participants with Dispo Processing Learning Objectives Gain Overview of Administration in T24 Learning about the usage of Service Pack installation How to archiving the files inT24 User application Target Audience Business Analyst Technical Analyst Process owners Prerequisites Introduction to T24 - Technical - ( T2ITT) jBASE - T3JB ( Recommended ) Programming - T3PRG Course Topics Performing a T24 Upgrade Installing a Service Pack inT24 T24 Updates Importance and need for archiving 28 October 2013 90 Temenos Training Courses Catalogue T24 Browser Customisation - T3BC Duration: 2.5 days About T24 Browser Customisation This course will enable participants to understand and configure the various parameter files at both the web server and at T24 which are used by the Browser GUI. In addition this course will provide knowledge in customizing toolbars in Enquiries, Versions and composite screens. Learning Objectives Gain Overview the Browser Customisation in T24. Learn about web server and T24 application level configuration. Guidelines for browser coding and best practices. Learn about browser logging. Target Audience Technical Analyst Process owners Tester Prerequisites Basic T24 navigation skills. Introduction to T24 Technical. Course Topics Temenos Browser Customization in T24. Evolution of T24 front end and configuring files at web server. Read and understand Browser logs, Work on Browser customization. The flow of browser requests/ responses, T24 Toolbox - Customisation Components. 28 October 2013 91 Temenos Training Courses Catalogue T24 COB Management - T3TCM Duration 1.5 days About T24 COB Management This course will enable participants to understand and configuration and execution of COB process in T24 This course will also equip the participants about the detailed working of COB job and it’s multithreading in T24 .. Learning Objectives Gain Overview of COB Management in T24. Learn about the detailed process work flow on COB Target Audience Technical Analyst Process owners Tester Prerequisites T2ITT - Introduction to T24 Technical T3PRG - Programming (recommended) T3TMC - Multi Company Business course (suggested, not mandatory) Course Topics Multi-Threading in T24 Services COB Processing Global Processing 28 October 2013 92 Temenos Training Courses Catalogue T24 Single Sign-On using ADAM - T3SSO Duration One day About T24 Single Sign On This course will enable participants to configure and integrate ADAM (directory server) with T24. Learning Objectives Gain Overview Single Sign on in T24. How to use directory server and their needs for Single Sign On. Understand how T24 architecture change when directory server is used Know what ADAM is and how it is installed and configured in Single Sign On. Creating attributes in T24 Schema. Target Audience Technical Analyst Business Analyst Process Owners Prerequisites Basic T24 navigation skills Course Topics Single Sign On in T24 Setup Server , Server Configuration Create records in EB.LDAP.PARARAMETER Setup T24 Browser 28 October 2013 93 Temenos Training Courses Catalogue T24 TAFJ - T3TAFJ Duration Two days About T24 TAFJ This course will give participants an insight into TAFJ and its features. Analyse the steps involved to configure T24 to connect to jBASE database using TAFJ. Extract Table Tool is used to create an Oracle database, Oracle Tablespace, Oracle user profile in T24. Learning Objectives Gain Overview the TAFJ in T24. Learning about TAFJ and its needs. Learning about TAFJ installation How TAFJ is used with Eclipse, Oracle, and jBase Learning about Advanced Tools in TAFJ Target Audience Technical Specialist Business Analyst Process Owners Tester Prerequisites Basic T24 navigation skills. Course Topics Introduction Course objectives TAFJ in T24 Install and use TAFJ commands Eclipse Usage Setting up T24 on jBASE Setting up T24 on jBASE 28 October 2013 94 Temenos Training Courses Catalogue T24 Temenos Connectors - T3TC Duration Three days About T24 Temenos Connectors This course will give participants the basic technical knowledge to work on and understand the connectivity framework of T24 (Temenos Connector). This course will also enable participants to create their own formatters/splitters and also provides knowledge on using TC with MQ. Learning Objectives Gain Overview in Temenos Connectors in T24. Learn about evaluation of TCServer and TCClient Learn about Temenos Connectors and Temenos Browser Demonstrate TCServer logging mechanism Analyse & Operate TCServer Understand Logging Mechanism and configuring of TCClient Target Audience Technical Analyst Business Analyst Process Owners Tester Prerequisites Basic T24 navigation skills. Open Financial Services (OFS) Course Topics Temenos Connectors in T24 Working of TC Server and TC Client, Installing and Configuring TC Client T24 Architecture with Temenos Connector, Temenos Connectors Plug-ins - Adapters Installing and configuring IBM MQ, TSS Workflow 28 October 2013 95 Temenos Training Courses Catalogue T24 Temenos Open Connectivity Framework - T3TOCF (EE) Duration 1.5 days About T24 TOCF The course will give participants the requisite technical knowledge to install, Configure Browser using JCA. By using Java Connector Architecture and initiative by Temenos towards this. Equip participants with adequate knowledge how Temenos Open Connectivity Framework (EE), Agent and JMS architecture, configuration and components are used in T24. Learning Objectives Gain Overview Temenos Open Connectivity Framework (EE) in T24. Install and configure Browser using the simple Agent Architecture Setting up Browser using JMS Architecture Setup TCS Listeners using JMS Architecture Learn to create Secure Document download using JMS Architecture. Deploy and configure the T24 Browser component on Jboss How to install multiple instances of T24 Browser Target Audience Technical Analyst Business Analyst Process Owners Tester Prerequisites Basic T24 navigation skills. Working knowledge on Open Financial Services (OFS) and Temenos Connectors Course Topics Introduction Course objectives TOCF in T24 Various terminologies in the JCA Architecture Configuring browser using Agent Architecture and JMS Logging for TCS Listeners Setup Browser for Secure Document Download 28 October 2013 96 Temenos Training Courses Catalogue Test Secure Document download using an enquiry 28 October 2013 97 Temenos Training Courses Catalogue T24 Business Insight - Technical - T3TIT Duration Five days About T24 Business Insight Technical The course is designed to provide the participants knowledge about how to install and configure Temenos Insight a Microsoft’s Business Intelligence based application to build, run and electronically distribute reports throughout a bank. Reports can be viewed in the Insight browser, as well as made available as spreadsheets and as multi-dimensional PivotTables. Different types of configuration and how it used in T24. Learning Objectives Gain Overview the Temenos Insight Technical in T24. Learning about Business Intelligence Tool (BI) Learning about OLAP Tool Difference between OLAP and OLTP (BI) is about getting the right information, to the right decision makers, at the right time. BI applications use data gathered from a data warehouse or a data mart Data warehousing is a subset of the overall BI scope Additional T24 Tables Extraction Process Online and COB Target Audience Technical Analyst Process Owners Management Information System desk Prerequisites Basic T24 navigation skills Introduction to T24 Technical Course Topics Introduction Course objectives Temenos Insight Technical in T24 Introduction to BI / DW - INSIGHT DW EXPORT Overview and configuration Define Additional T24 Table 28 October 2013 98 Temenos Training Courses Catalogue T24 COB Run SQL Server 2008 Configuration for Insight Insight Additional T24 Table Import 28 October 2013 99 Temenos Training Courses Catalogue T24 Temenos Web Services - T3WS Duration 1.5 days About T24 Temenos Web Services This course will give participants the technical knowledge to SOA enable T24 using TWS .net/java Learning Objectives Equip participants with adequate knowledge to understand o TWS.net, TWS.java, TWS Composer Equip participants with adequate knowledge to o Install and configure TWS .net o Install and configure TWS java o Use TWS Composer to create web services Equip participants with adequate knowledge to work on o TWS Composer o TWS .net and java Target Audience Technical Analyst Process Owners Prerequisites TOCF (EE) T3OFS - Open Financial Service Course Topics Understanding Web services (optional) Introduction to web services in general Install and configure TWS java Create and Deploy a Web service Test using SOAP UI Install and configure TWS .net 28 October 2013 100 Temenos Training Courses Catalogue T24 T- Verify - T3TV Duration 2.5 days About T24 T-Verify This course will give participants an insight into the T-Verify product and its features. This course will equip the participant with various setup that are need in place along with services for generating various reports required for Management . Learning Objectives Learn the Overview of T24 t- Verify Module Learn about the setting of various parameters Enquiries used to analyse and capture various reports Target Audience Technical Analyst Process Owners Prerequisites T2ITT - Introduction to T24 Technical T3PRG - Programming T3OFS - OFS in T24 T3TC - Optional Course Topics Understanding Product overview on Tverify Parameterisation files Product features Enquiries and reports Running services to extract the reports 28 October 2013 101 Temenos Training Courses T24 Catalogue Temenos Open T3TOCF(.Net) Connectivity Framework (.Net) - Duration One day About T24 Temenos Open Connectivity Frame work Net The course is designed to provide the participants knowledge about T24 connector, Install and configure dotnet. Learning Objectives Gain Overview the Temenos Connectors Learn about the Technical related aspect of Dotnet Learn about the function of TOCF and batch connectors. Target Audience Technical Analyst Process Owners IT Administrators Prerequisites Introduction to T24 Technical - T2ITT T3OFS suggested Course Topics Introduction TOCF architecture Configuring WMQ connector Configuring Batch connectors 28 October 2013 102 Temenos Training Courses Catalogue T24 Temenos Universal Performance Metrics - T3UPM Duration Three days About T24 Temenos Universal Performance Metrics This course will give participants an insight into UPM tools. The Frame work and the need for a platform for an independent tool This Course will also equip the participant with adequate knowledge on stress Test data base. How to Simulate COB Captilisation . Learning Objectives Learn the Overview of T24 Temenos universal Performances Metrics Learn about the setting of various parameters Learn about the stress test on Test data base, Learn about the Stress test on CPU, Dot, NET etc… Target Audience IT administrators Technical Analyst Process Owners Prerequisites T2ITT - Introduction to T24 Technical knowledge on T24 data base and Networking Concepts Course Topics Understanding Product overview on UPM Understanding various tools under UPM UPM- CPU UPM- NET 28 October 2013 103 Temenos Training Courses Catalogue T24 Integration Framework - T3IF Duration Two Days About T24 Temenos Universal Performance This course will give participants extensive information about T24 Integration Framework. It provides the steps to emit data using IF. The integration studio’s are designed for JEE rd and .NET platforms to create flows and events to send data as messages to 3 party systems or JMS Queues. The frameworks benefits from asynchronous messaging. Learning Objectives The objective of this training and workshop is to provide: Purpose of Integration Framework The Terminologies used in Integration Framework The info to Identify T24 Objects used in Integration Framework The design time and run-time of Integration Framework Details about Integration Studio Installation procedures of Integration Studio (EE) How to create and publish events using Integration Studio (EE) The steps to Install Integration Studio (.NET) How to create and publish events using Integration Studio (.NET) The info to migrate flow catalog records from Test environment to production environment Pre-requisites T24 Core Technical T24 OFS Target Audience Technical Consultants, System Admins Software perquisites IF JEE plugins (T24 Release based), JDK1.6 or above, Integration Studio, Eclipse (Helios or above) IF .NET plugins (T24 Release based), Visual Studio 2010/2012, 28 October 2013 104 Temenos Training Courses Catalogue T24 IF Inception – Microsoft Biz Talk Server - T3IFBT Duration Four Days About T24 IF Inception This course will give participants a deep knowledge about T24 Integration Framework and its Adapters Specific to the Microsoft Biz Talk Stack. It would also help the participants to guide the Client, on the recommended methods of implementing all types of Standard T24 Interfaces using the Integration Framework. Learning Objectives A deep and thorough knowledge on the TEMENOS Integration Framework Hands on expertise in installing and configuring the entire environment including T24, IF, Adapters, Biz Talk ESB Layer, thereby gain a clear understanding of the Technology behind this Solution and dependencies between the T24 Module and the Overall ESB Architecture. Execute Real World Examples of Client Interface Requirements over this Configuration and get skilled on similar demands in a Project / Consulting Environment. Gain Ability to demonstrate the Solution to Clients on Pre-Sales and Proof of Concept Situations. A Good Understanding of T24 Integration Architecture, and “how to” upgrade traditional interfaces into the Framework. Target Audience Technial Consultants Technical Administrators Prerequisites T24 Core Technical, T24 OFS 28 October 2013 105 Temenos Training Courses Catalogue T24 Business Academy Induction Business Academy Duration : E-learning Three days About T24 Induction Business Academy The T24 Induction Business academy is a part of Introduction to T24 Basic modules . This course gives participants a sound knowledge of Basic T24 features related to some important modules like overview ,Navigation , Customer , accounts, Deposit which includes Money Market deposit, AA Deposit, Loans, Limits, Payment, Trade Finance, Treasury, Accounting and Securities . This enables the participant to understand some of the basic features in T24. which are helpful to the new beginners Learning Objectives Gain Overview of Introduction to T24 Learn Linkages with static table like Commission, Interest and Charges Learn to input, execute and complete the Transaction in T24 View the transaction entries and some of the COB reports Target Audience New Beginners for both Business Analysts and Technical Analyst Prerequisites Induction to Banking Business A sound knowledge of underlying banking business Course Topics Overview Navigation, Customer, Accounts, deposits, Limits, Collaterals Treasury, Corporate Securities Accounting 28 October 2013 106 Temenos Training Courses Catalogue Customer and Accounts Academy Duration Classroom for three days and E learning for 1.5 Hours About T24 Customer and Account Academy The T24 Customer and account academy is a part of advanced functionality on Customer and account application . This course gives participants a sound knowledge on some of the features related to Customer, and account related application like Account parameter, Product features , Interest, Charges and Statement features in T24 on account application This enables the participant to understand some of the Advanced functionality related to Customer and account which are helpful to the new beginners Learning Objectives Gain Overview of Introduction to T24 Customer How to create various types of Charges How to Create Various types of Interest and their calculation thereof How to define statement frequency related to issue of statement Account Parameter parameterization and its usage on banking business activity Target Audience • New Beginners for Business Analysts Prerequisites T24 Business Induction academy Course Topics Overview Customer and its related Static table Account Parameterisation and its product features Statement Frequency Charges and Interest application 28 October 2013 107 Temenos Training Courses Catalogue AA Lending Business Academy Duration Half-day E-Learning and Classroom training for ten days About T24 AA Lending Business Academy The T24 AA Lending Business Academy is an advanced functionality AA Products. This course gives participants a Broad and sound knowledge on the features related to Arrangement Architecture. It Talks about the creation of Product Design , Creation of Various Product condition for a Lending product It extends the scope of training on how to parameterize the accounting for lending products , giving a complete flexibility to lending products. This enables the participant to understand some of the Advanced functionality related to AA lending business products which are useful for Business analyst and process owners Learning Objectives Gain Overview of AA lending Business academy How to create various types of Property, Product Conditions How to Create Various types of Product Groups, Product Hierarchy How to design a product, proof and publish How to create user defined soft accounting Learn to Input and view transaction entries Target Audience Business Analysts Prerequisites T24 Business Induction academy Course Topics Overview Property Class, property and product Condition Linkage with Var ious Static tables like Interest , Country, holiday etc… Define various types of product condition Assimilating those product conditions for product designing Proof and Publish the product in product Catalogue Create User defined Soft accounting View a simulated record 28 October 2013 108 Temenos Training Courses Catalogue Financial Accounting Academy Duration Four days of Classroom Academy & 2.5 hours of E-learning Academy About T24 Financial Accounting Academy The T24 Financial Accounting academy is a part of Reporting module, enables setting up accounting related parameters. This course gives participants a sound knowledge of features related to accounting, enables setting up relevant parameter tables and related files and using the module for maintaining Accounting entries. Learning Objectives Gain Overview of Accounting in T24 Learn Linkages with core tables including Country, Currency and Currency Market etc.. Configure Parameter Tables for accounting Learn to input, execute and complete the accounting Transaction Target Audience People working in Financial department on Balance Sheet and Profit & Loss Business Architects Testers dealing with Financial accounting Division Business Analysts Certified Financial analyst Prerequisites Induction Business Basics A sound knowledge of underlying banking business A sound knowledge of the basics of Accounting Course Topics Overview Linkages with core tables Main Parameter Tables Different types of Accounting entries Consolidation of Accounting entries Revaluation of Assets and Liabilities Consolidated Reporting Base 28 October 2013 109 Temenos Training Courses Catalogue Financial Reporting Academy Duration Four days of Classroom Academy & 2.5 hours of E-learning Academy About T24 Financial Reporting Academy The T24 Financial Reporting academy is a part of Reporting module, enables setting up various Columns, Line and Header . This course gives participants a sound knowledge of features related to Reporting structure relating to General Ledger, various types of reports like CRF Files , CRB files , CRC files etc.. Learning Objectives Gain Overview of Reporting in T24 Learn Linkages with core tables including Country, Currency and Currency Market etc.. Configure Parameter Tables for Reporting Learn to extract various reports in T24 Target Audience People working in Financial department on Balance Sheet and Profit & Loss Business Architects Testers dealing with Financial reporting Division Business Analysts Certified Financial analyst Prerequisites Induction Business Basics A sound knowledge of underlying banking business A sound knowledge of the basics of Accounting Course Topics Overview Linkages with core tables Main Parameter Tables Different types of Column Creation of Line Creation of Head How to run services for extracting Reports Consolidated Reporting Base , Consolidation of Reporting files 28 October 2013 110 Temenos Training Courses Catalogue T24 Technical Academy AA Technical Academy Duration Classroom Training for five days About T24 AA Technical Academy The T24 AA Technical academy is a part of Introduction to AA Technical Framework . Apart from that the course also explains how to on AA Basic customisation and AA advanced Customisation on AA technical subjects. This enables the participant to understand some of the advanced features which are essential for implementation of AA technical briefs Learning Objectives Gain Overview of AA technical Core subject Introduction to T24 Learn Linkages with static table like Commission, Interest and Charges Learn to Understand other dependencies of this application Learn to Input , execute and complete the Transaction in T24 View the transaction entries and some of the COB reports Target Audience New Beginners for both Business Analysts and Technical Analyst Knowledge on AA Core is essential Prerequisites T24 Induction Technical Academy AA Business Academy Course Topics Product Overview Property class, Property Product Condition Simulation 28 October 2013 111 Temenos Training Courses Catalogue AA Customisation Academy Duration 4 hours E-Learning and Classroom Training for three Days About the T24 AA Customisation Academy The T24 AA Customisation academy is a part of Technical Course on How to implement Auto ID Generation numbers in t24 application , How to implement Deal slip . How to Create Enquiries and version .Apart from that the course also explain how to basic customization on tabbed screens Learning Objectives Gain Overview of Customisation in T24 Learn to Understand the usage of Auto ID Generation How to Create Version How to Create Enquiries How to Create Deal slip Target Audience New Beginners for both Business Analysts and Technical Analyst Knowledge on AA Core is essential Prerequisites T24 Induction Technical Academy T24 Introduction to Customisation Course Topics Product Overview Auto Id Generation Deal slip EB.Dictionery Version Enquiries 28 October 2013 112 Temenos Training Courses Catalogue IT Operations Academy Duration Classroom Training for four days – E-Learning - one day About the T24 IT Operations Academy The T24 IT Operations academy is a part of Technical Course on How to implement SMS User application , Handle Dispo Processing Handle Constraint processing . This course will equip the participant with sound knowledge on key features relating to IT operations and security policy Learning Objectives Gain Overview of IT Operations in T24 Learn to Understand the Creation of User application How to User SMS group How to handle Dispo processing override message How to handle Constraint processing Detailed processing of COB by the user Target Audience Technical Analyst IT people in banking l Prerequisites T24 Induction Technical Academy T24 Security Management System T24 Administration Course Topics Product Overview SMS application Dispo Processing Constraint Processing Override message Blocking message COB processing Token Processing 28 October 2013 113 Temenos Training Courses Catalogue T24 Islamic Banking Courses T24 Introduction to Islamic Banking Products - Basic concept Duration One day About T24 Introduction to Islamic Banking Products The T24 Introduction to basic Islamic banking products dwells upon the Characteristic features Islamic . How they are differentiated between Conventional banking and Islamic banking based on the Shariah laws. It also gives a broad idea to the participant regarding the usage and terminology that are widely used in Islamic Banking . This Course equip the participants about various Islamic banking products and also learn about Islamic banking features. Learning Objectives Gain Overview of Islamic banking features Learn various types of Islamic banking products Linkages with static table like Commission, and Charges Target Audience People with sound knowledge on conventional banking New Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and Islamic banking functionality Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Difference between Conventional Banking and Islamic Banking Various types of Islamic Products like investment products, finance products 28 October 2013 114 Temenos Training Courses Catalogue T24 Islamic Investment Products Duration Half a day About T24 Islamic Investment Products The T24 Islamic Investment products dwell upon the characteristic features Islamic Deposit products . used in Islamic Banking . This course equip the participants about various Islamic Deposit products like Wakala And Mudrabha Deposit products . This course equip the participants with sound knowledge on this Module . Learning Objectives Gain Overview of Islamic Investment Product Features Learn various types of Islamic Investment products Linkages with static table like Commission, and Charges Target Audience People with sound knowledge on conventional banking New Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and Islamic banking Functionality Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Difference between Conventional Banking and Islamic Banking Various types of Islamic Products Like Wakala Deposit Mudrabaha Deposits 28 October 2013 115 Temenos Training Courses Catalogue T24 Islamic Investment - Profit Distribution System Duration Half a day About T24 Islamic Investment Profit Distribution System The T24 Islamic Investment Profit Distribution System dwell upon the characteristic features relating to profit distribution under various investment and finance products. It also gives a broad idea to the participant regarding the concepts of Profit Distribution System ( PDS ) . This course equips the participants about Distribution of profits after considering the Investment Risks Learning Objectives Gain Overview of Islamic banking Profit Distribution System Learn to set up various parameter tables connected with this module Learn to Simulate PDS and perform profit distribution Learn enquiries and accounting process under PDS Target Audience People with sound knowledge on conventional banking New Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and also Islamic banking and Islamic products Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Parameter Set up Profit Distribution and Calculation and Simulation Profit distribution and other features related to this module Enquiries and Reports Accounting process 28 October 2013 116 Temenos Training Courses Catalogue T24 Islamic Finance products Duration Two days About T24 Islamic Finance products The T24 Islamic Finance products dwell upon the characteristic features relating to Finance products like Murabaha, Musharaka, Ijara, Bai Salam , Qard Hasan, Mudrabaha, Repossession and PD payments . This course equips the participants to gain knowledge on various Islamic Finance products. Learning Objectives Gain Overview of Islamic banking Finance Products Learn to set up various parameter tables connected with this module Learn to do transaction under various Islamic finance products Learn enquiries and accounting process under Islamic Finance products Repossession and PD payments Target Audience People with sound knowledge on conventional banking Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and also Islamic banking and Islamic products Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Parameter Set up Murabaha Product Musharaka Product Features Ijara Product features Repossession of Assets and PD Payments 28 October 2013 117 Temenos Training Courses Catalogue T24 Islamic Trade Finance Duration One day About T24 Islamic Trade Finance Products The T24 Islamic Trade Finance dwells upon the Characteristic features relating to Letter of credit and its financing products. This course equip the participants with sound knowledge on various LC products like LC Murabaha, LC Musharaka, LC Ijara and LC Musawama This Course equip the participants about how to input LC financing transaction under Islamic trade finance products. Learning Objectives Gain Overview of Islamic banking Trade Finance products Learn to set up various parameter tables connected with this module Learn to Input transaction like LC Murabaha, Lc Musharaka , LC Ijara and LC Musawama Learn enquiries and accounting process under LC Trade Finance Target Audience People with sound knowledge on conventional banking Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and also Islamic banking and Islamic products Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Parameter Set up Product Features like LC Murabaha, LC Musharaka, LC Ijara and LC Musawama Enquiries and Reports Accounting process 28 October 2013 118 Temenos Training Courses Catalogue T24 Islamic Treasury Products Duration One day About T24 Islamic Treasury Products The T24 Islamic Treasury products dwells upon the Characteristic features relating to buying and selling of commodity .This Course equip the participants about how to input treasury products transaction under Islamic treasury products Learning Objectives Gain Overview of Islamic banking Treasury products Learn to set up various parameter tables connected with this module Learn to Input transaction like buying and selling of commodities Learn enquiries and accounting process under Treasury products Target Audience People with sound knowledge on conventional banking Beginners for both Business Analysts and Technical Analyst Prerequisites Sound Knowledge on banking Functionality and also Islamic banking and Islamic products Basic Knowledge on Islamic Shariah Laws Course Topics Product Overview Parameter Set up Product Features related to Treasury Enquiries and Reports Accounting Process 28 October 2013 119 Temenos Training Courses Catalogue TAP - E-Learning Courses ELTAP102 - E-learning - Solution Overview Duration Two hours This is an e-learning session about an overview of the Triple'A PlusTM Solution. Learning Objectives After having followed the ELTAP102 - Solution Overview, the participant will have discovered the solution from a business and technical standpoint. The purpose of this course is to Provide the participants with the business content of the Triple’A PlusTM R11 Solution Give the participants a good comprehension of the technical building blocks of the solution Participants will gain a solid foundation on which they will rely to continue working and be trained. After attending this course, participants will: clearly discern what are the business modules constituting the R11 solution be able to understand the purpose of each business module of the solution discover the general architecture of Triple’A PlusTM R11 have a good overview of each technical element of the product Target Audience Anyone who needs to discover Triple'A PlusTM Solution Prerequisites None Course Topics Business Solution Overview and Triple'A PlusTM modules o Portfolio Management and Analysis o Portfolio Rebalancing o Client Portal o Task And Interaction Management o Client Data Management and Account Opening o Client And Portfolio Monitoring o Proposal Generator o Portfolio Risk o Advanced Performance Analysis 28 October 2013 120 Temenos Training Courses Catalogue Technical Solution Overview o Architecture o Design Studio o Supported Platforms o Third-Parties' products o Demo o Global navigation o Portfolio Management Analysis o Order Management o Proposal Generator o Client Data Management o Task and Contact Management 28 October 2013 121 Temenos Training Courses Catalogue ELTAP103 - E-learning - Security Overview Duration One hour This is an e-learning session about an overview of the Triple'A PlusTM Security Learning Objectives You will learn: Learn how users are created in the GUI, WUI & CDM Understand the differences between the Triple’A PlusTM Core and Triple’A PlusTM Web security Target Audience Super-users All users (front/middle and/or back office) who have to understand security set-up in Triple'A PlusTM Prerequisites Basic financial knowledge and/or IT knowledge Good understanding skills Course Topics Security o GUI User o WUI User o CDM User o System 28 October 2013 122 Temenos Training Courses Catalogue ELTAP104 - E-learning - Data Administration Menu Duration One hour This is an e-learning session about Data Administration in Triple’A PlusTM Core Learning Objectives You will Discover the different data in the administration menu, their objectives, their key elements, some examples Understand some key concepts such as lists, classifications, formats or fusion process Cover the database principles Target Audience Super-users All users (front/middle and/or back office) who have to enter, maintain and/or check data in the administration menu of Triple'A PlusTM Prerequisites Basic financial knowledge and/or IT knowledge Good understanding skills Course Topics Data Administration Menu o Data Entities Infrastructure - Portfolio Instrument Operation Position System Processes o Lists & Classifs o Third-Party Formats Fusion Process Data Model 28 October 2013 123 Temenos Training Courses Catalogue ELTAP221 - E-learning - Financial Instruments Duration Two hours This is an e-learning session about Data Administration in Triple’A PlusTM Core Learning Objectives You will learn: Understand the role and the mechanisms of instruments in Triple'A PlusTM Know how to fill the instruments characteristics in the Triple'A PlusTM tables and sub-tables Understand the main instruments flows See how Triple'A PlusTM handles instruments in the business functions Know how to use the search and help tools Target Audience Super-users All users (front/middle and/or back office) who have to enter, maintain and/or check data in the administration menu of Triple'A PlusTM Prerequisites Basic financial knowledge and/or IT knowledge Good understanding skills Course Topics Introduction on main concepts o Basic set up of an instrument o Know the different instrument natures o Basic role of the sub-tables o Basic role of the event generation o Search function o Help function Stock Fixed Income Cash Account Money Market Fund Share Option Future 28 October 2013 124 Temenos Training Courses Catalogue Forward 28 October 2013 125 Temenos Training Courses Catalogue ELTAP222 - E-learning - Data Interface Analysis Duration Four hours This is an e-learning session about the analysis of Triple'A PlusTM data interfaces Learning Objectives You will learn: The Architecture and Flows of a Back-to-Front (B2F) and Front-to Back (F2B) interface with Triple'A PlusTM The Templates, tools and techniques used to define and build an interface in order to implement the business specifications Target Audience Business Analysts, Integration consultants who will analyze and specify an interface. Any consultant for having a good understanding on the methodology and the processes on Data Interface Analysis Prerequisites ELTAP221 - E-Learning - Financial Instruments CRTAP101 - End User - PMS B2F CRTAP102 - End User - PMS F2B Course Topics Interface Analysis o Triple'A PlusTM Architecture: Data & Integration Layer o Flows Analysis o B2F o Infrastructure Portfolio/Client Instruments Positions Transactions Corporate Actions Host Comparison F2B Orders Integration Analysis o Native Interface 28 October 2013 126 Temenos Training Courses o o Catalogue Gateway Pack (GWP) XML Schema Mapping Sheets Control Menu Other tools Best Practices 28 October 2013 127 Temenos Training Courses Catalogue ELTAP223 - E-learning - Case Management The goal of this e-learning course is to learn how to use and explain Case Management to the customers and how to implement this module at a standard customer's site. How to Use Duration 20 minutes Learning Objectives Triple'A PlusTM makes it possible to detect and keep track of rule violation for investment constraints and portfolio objective margins. This module helps a bank comply with regulations such as MiFID. Target Audience Business consultants End Users Course Topics Theory. Definitions, data and processes Visualize and clarify cases Query the case database How to Implement Duration 40 minutes Learning Objectives This course describes the step by step procedure to implement this module. It is practical oriented and written in a simple manner to allow business consultants and local Triple'A PlusTM administrators to implement this module. Attendees will find complete business configuration examples using the new objects such as system parameters, keywords and message templates. Target Audience Business consultants Local Triple'A PlusTM administrator Course Topics "CMC" - Main part. Procedure description Strategy links 28 October 2013 128 Temenos Training Courses Catalogue Input Control System Parameters Update Cases Status Function Case Message Template Keywords Enable Audit Function Prerequisites CTTAP110 - Business Common Layer Certification 28 October 2013 129 Temenos Training Courses Catalogue ELTAP224 - E-learning - Introduction to Portfolio Modelling This is an e-learning session introducing Triple'A PlusTM Portfolio Modeling. Learning Objectives You will learn what the natures of strategies are covered by the application Triple'A PlusTM Core (GUI). Target Audience Super Users Business Consultants Any user (front/middle and/or back office) who wants to discover the main strategies covered by the application. Prerequisites Basic financial knowledge and/or IT Knowledge Good understanding skills Course Topics Definition of the main nature of strategies covered in Triple'A PlusTM Core Presentation of these strategies in Triple'A PlusTM Core Presentation of how strategies are used in Triple'A PlusTM Core 28 October 2013 130 Temenos Training Courses Catalogue ELTDS520 - E-learning - Design Studio Duration 15 minutes This is an e-learning session about the Design StudioTM principles including a demo. Learning Objectives You will learn what the natures of strategies are covered by the application Triple'A PlusTM Core (GUI). Target Audience All public Prerequisites Notions of Triple'A PlusTM Course Topics This e-learning will make you: Discover the main concept of Design StudioTM and its benefits See how to create a new custom field with an hands-on demo 28 October 2013 131 Temenos Training Courses Catalogue Triple’A Plus™ - Business Courses CRTAP101 - End User - PMS B2F Duration Two days Learning Objectives This training will provide you an overview of the Portfolio Management Analysis (PMA) Triple’A Plus™ Module with theoretical notions and concrete exercises. After having followed this course, the participant will be able to: Use the Context and Search tool Launch Portfolio Management Menu Functions Understand the views available and the results Target Audience Anyone who need to use or implement Triple’A Plus™ Portfolio Management Analysis Menu and thus the B2F Functions Prerequisites None Course Topics Part I : Portfolio Analysis - Introduction o Introduction o Homepage o Context o Queries o Dashboard - Business Indicators o Security - User access Part II : Portfolio Analysis - B2F Functions o Identification o Valuation o Return o Performance o Portfolio Activity o Future Cash Flow o Compliance Checking o Reporting o Portfolio Risk Module 28 October 2013 132 Temenos Training Courses Catalogue CRTAP102 - End User - PMS F2B Duration One day Learning Objectives This training will provide you an overview of the Triple’A Plus™ Order Management and the Proposal Generator Modules with theoretical notions and concrete exercises. After having followed this course, the participant will be able to: Create a Single Order Launch an Allocate Order and a Rebalancing Use the order session and order list Create an order proposal and retrieve it Target Audience Anyone who need to use or implement Triple’A Plus™ Order Management or Proposal Generator Menu and thus the F2B Functions. Prerequisites None. Course Topics Part I : Order Management o Introduction o Single Order o Allocate Order o Rebalancing o Order Session o Order List Part II : Proposal Generator o Introduction o Create a proposal o Existing proposal 28 October 2013 133 Temenos Training Courses Catalogue CRTAP103 - End User - CDM & TCM Duration One day Learning Objectives This training will provide you an overview of the CDM/TCM Triple’A Plus™ Module with theoretical notions and concrete exercises. After having followed this course, the participant will be able to: Use the terminology of the CDM/TCM application Describe real business contexts for the CDM/TCM application Describe the main processes: opening account and updating CDM data Create business objects in the CDM/TCM database: client, group and direct relationships, task, contact Understand the user access management principles (GCL) The link between the PMA and CDM universe Target Audience Anyone who need to use or implement Triple’A Plus™ CDM/TCM Modules Prerequisites None Course Topics Client Data Management o Standard features o Data model o Practical use case Task and Contact Management o Standard features o Data model o Practical use case User Access right Management (GCL) o Quantitative versus qualitative access o Data model o Practical use case Configuration / Customization o Design Studio o Types 28 October 2013 134 Temenos Training Courses Catalogue CRTAP104 - End User - Proposal Generator Duration One Day Learning Objectives This training will provide you an overview of the Proposal Generator (PG) Triple’A Plus™ Module with theoretical notions and concrete exercises. After having followed this course, the participant will be able to: Understand the Proposal Generator flow from creation to trading Working with proposals Create a Proposal for a portfolio Add orders to a proposal and manage them Prepare the proposal report Trade a proposal Target Audience Anyone who need to use or implement Triple’A Plus™ Proposal Generator functions Prerequisites CRTAP101 - End User - PMS B2F CRTAP102 - End User - PMS F2B Course Topics Proposal Generator Overview Working with Proposals o Search for a proposal o Actions available on proposals o Create a Proposal o Managing the proposal's investment profile o External Orders o Managing orders in a proposal o Simulation o Trading a proposal Proposal Generator Report o PG Report WUI page o Create a report for a proposal o Report sections 28 October 2013 135 Temenos Training Courses Catalogue CRTAP105 - End User - Portfolio Risk Duration One day Learning Objectives This training will provide you an overview of the Portfolio Risk Triple’A Plus™ Module (PRM) with theoretical notions and concrete exercises. After having followed this course, the participant will be able to: Understand how to use the PRM module Understand the risk's model used in the PRM module Be able to validate results Target Audience End User Business Consultant Super User Prerequisites Good knowledge of performance Good knowledge of financial statistics & risk Course Topics Definition Technical overview How to use o How to start and browse PRM o Global View o Detailed View o Time Scale o Simulation o Settings o Database How to validate o Methodology o Converters o VaR and Expected Performance o Matrix Computation o Other Risk Factors 28 October 2013 136 Temenos Training Courses Catalogue o Efficient Frontier and Optimization o Time Scale 28 October 2013 137 Temenos Training Courses Catalogue CRTAP221 - Implement - Scripts & Formats Duration Two Days Learning Objectives Regarding Script, you will Discover basic database concepts (relational database, data type, id, foreign key) Understand the key concepts of scripting (entity, attribute, business key, type of attribute, syntax, keyword, operator, function, direct and indirect Access) Use the script language reference Guide (retrieving appropriate information (function or keyword), respect the attribute syntax) Customize the Triple’A Plus™ GUI (trigger End User activity through default value, input control and filter, display information in a format, use script to build lists) Regarding Format, you will Create and maintain format (choose format nature (detailed list, tree, …) according to user needs) Manipulate format element attributes in order to define layout of financial function calculations and use Triple’A Plus™ script language Understand how to make basic screen customization Make the link between a user and a set of format and screen Target Audience Super-users End users involved in the strategy definitions (an interest in IT aspects would be useful) or in customization and maintenance process of Triple'A Plus™ Anyone having a technical profiles and who will follow technical trainings Prerequisites ELTAP102 - E-learning - Solution Overview ELTAP103 - E-learning - Security Overview ELTAP104 - E-learning - Data Administration Menu CRTAP101 - End User - PMS B2F Course Topics Triple’A Plus™ script language o Introduction to scripting What is scripting? How is it used? 28 October 2013 138 Temenos Training Courses o o Catalogue Database concept and the data model in Triple’A Plus™ Core Concepts Triple’A Plus™ Core infrastructure Triple’A Plus™ Core documentation Script language basics Instrument Portfolio and Third-party Other functions, default values & filters Triple’A Plus™ formats o o o o o Definitions What is a format? What is a format element? User Set-up in Triple’A Plus™ GUI Format/script menu User : security management Format profile Format characteristics and attributes Introduction Common characteristics Specific characteristics Format Element characteristics and attributes Common characteristics Specific characteristics Case Study : Parent/child format Exercises 28 October 2013 139 Temenos Training Courses Catalogue CRTAP222 - Implement - Operations & Positions Duration One day Learning Objectives You will understand the concepts of operations, positions and fusion in Triple'A Plus ™ Target Audience Super-users End users involved in the strategy definitions (an interest in IT aspects would be useful) or in customization and maintenance process of Triple'A Plus™ Anyone having a technical profiles and who will follow technical trainings Prerequisites ELTAP102 - E-learning - Solution Overview ELTAP103 - E-learning - Security Overview ELTAP104 - E-learning - Data Administration Menu CRTAP101 - End User - PMS B2F Course Topics Operation - Position - Fusion o Operation Accounting View o Operation Creation o Fusion o Valuation Mechanism o Fund Splitting Operation - Position - Balance Position o Operation Creation o Position versus Balance Position 28 October 2013 140 Temenos Training Courses Catalogue CRTAP223 - Implement - Basic Adaptation Duration One day Learning Objectives After attending this course, the participants will be able to understand the main adaptation to be done from a business standpoint. Basic Adaptations are client adaptations based on the standard packaging. The training doesn't cover customization in Design Studio. Target Audience Super-users Business Consultants Prerequisites CRTAP101 - End User - PMS B2F CRTAP221 - Implement - Scripts & Formats Course Topics Presentation and Adaptation of the Triple’A Plus™ Core packaging o Parameters o Classification, lists o Formats, screens o Status o Profiles 28 October 2013 141 Temenos Training Courses Catalogue CRTAP224 - Implement - Portfolio Modelling Duration Two days Learning Objectives After attending this course, the participants will be able to set up, maintain and apply the bank's investment strategies to model portfolios. Target Audience Super Users (in charge of the implementation of strategies) Prerequisites CRTAP101 - End User - PMS B2F CRTAP221 - Implement - Scripts & Formats CRTAP222 - Implement - Operations & Positions Course Topics Implementing the bank's strategy in the Modelling and Rebalancing Module using the different strategy natures: o Asset Allocation o Model Portfolio o Recommendation list o Constraints o Setting up and maintaining the strategy histories and elements o Combining different strategies, using the benchmark and investment profile functionality o Setting up and maintaining links between strategies and portfolios o Checking and reconciling portfolios with the different strategy natures o Allocating orders throughout your portfolios. 28 October 2013 142 Temenos Training Courses Catalogue CRTAP225 - Implement - Order Management Duration Two days Learning Objectives After attending this course, the participants will be able to analyze, implement and use the main order management functions Target Audience Super Users Prerequisites CRTAP101 - End User - PMS B2F CRTAP221 - Implement - Scripts & Formats CRTAP222 - Implement - Operations & Positions Course Topics Defining the workflow and the different ways to create/generate an order Setting up the implementation of an order: status, Input Control, Default Values, filters, simplified screens, rules for fees and taxes Generating orders through the order entry function, using different functions to display data Description and set-up of the Initiate Order functionality Administration of orders during the life cycle of the operation Setting up the security aspects of order management 28 October 2013 143 Temenos Training Courses Catalogue CRTAP226 - Implement - Advanced Performance Analysis Duration Four days Learning Objectives After attending this course, the participants will be able to Understand the key performance concepts. Measure and analyze portfolio performances. Implement the "Advanced Performance Analysis” module of Triple'A Plus™ Target Audience Super Users (in charge of the performance implementation and/or maintenance). Prerequisites CTTAP100 - Bronze Certification ELTAP221 - E-learning - Financial Instruments CRTAP221 - Implement - Scripts & Formats CRTAP222 - Implement - Operations & Positions CRTAP224 - Implement - Portfolio Modelling Course Topics Functional aspects (theoretical concepts of performance) Description of different methods of performance computation Use of Triple’A Plus™ GUI / WUI performance business function Triple’A Plus™ performance infrastructure o Data Model structure o Format Set up o Default value definition Storing of performance data Practical case / workshop on a stepped up approach o Performance at portfolio level o Performance effects (capital / currency / income / fees & taxes) o Performance contribution (breakdown along a market structure) o Strategy setup / benchmark performance o Risk ratios o Performance attribution 28 October 2013 144 Temenos Training Courses Catalogue CRTAP227 - Implement - Advanced Constraint Management Duration One day Learning Objectives This training is intended for people wanting to have an overview of the constraint proposed by Triple’A Plus™ or wishing to evaluate what kind of implementation they could think. Target Audience Super Users Prerequisites CRTAP101 - End User - PMS B2F CRTAP221 - Implement - Scripts & Formats CRTAP224 - Implement - Portfolio Modelling Advanced knowledge of Triple’A Plus™ GUI, script and portfolio modelling Course Topics Modelling Constraints o Allocation o Security In o Security Out o Trading Constraints o Wizard tool o Related Financial Functions o System parameters 28 October 2013 145 Temenos Training Courses Catalogue CRTAP228 - Implement - Portfolio Risk Duration One day Learning Objectives After attending this course, the participant will understand how to implement the PRM solution in a Triple’A Plus™ Core context Target Audience Super Users Business Consultants Prerequisites Basic knowledge of performance Good knowledge of Triple’A Plus™ Core, specially data mapping, infrastructure tables, portfolio modeling and performance Course Topics Triple’A Plus™ Infrastructure Table Data Mapping (Risk Factor) PRM Database (Instrument, VarCovar) Configuration (PRM/T'A - System Parameter) Customization Security 28 October 2013 146 Temenos Training Courses Catalogue CRTDS520 - Design Studio™ - Foundation Duration One day Learning Objectives The Design Studio™ (DS) Workbench application is a collaborative workspace that provides business consultants, developers, and technical consultants with business process modeling tools to build, configure, and deploy Triple’A Plus™ components. The goal of the DS Workbench application is to get business and IT professionals collaborating seamlessly to produce optimal solutions that meet their clients' business process needs. The application provides a workspace and common modeling tools to facilitate successful business and IT communication. By using graphical diagrams to translate business content to IT content, the focus is more on the logical creation of the business process and less on the programming code. The purpose of this course is to: Present the Design Studio™ development workspace Cover an implementation project lifecycle with the creation of several projects A model project to create new business content An embedded server project to visualize the adaptation Use the different designers to model content Target Audience This training is adapted for Business and Technical profiles, Clients and Partners. Prerequisites Knowledge of Triple’A Plus™ a is plus (not a mandatory) Knowledge of Eclipse IDE and Maven concepts is a plus (not mandatory) Course Topics Learning Objectives Workspace configuration Model and templates projects Designers (Domain, Rules) Page/Module/Fragment, Pageflow, Menu, 28 October 2013 147 Translation, Temenos Training Courses Catalogue CRTDS530 - Design Studio™ - TAP PMS Foundation Duration One day Learning Objectives This training focuses on the TAP Web PMS packaging defined in the Design Studio PMS template project. During this course, the participant uses several Design Studio artefacts for learning the PMS Packaging and also executes some basic WUI pages adaptation. At the end of this training session, the participant will: Have a good understanding of the PMS Packaging and the interaction between the WUI front-end and TAP Core databases. Be able to apply the best practices learned through the exercises Gain experience with Design Studio designers and the PMS packaging Target Audience Anyone knowing or has an experience with Triple’A Plus™ application. This training is adapted for Business and Technical profiles, Clients and Partners. Prerequisites CTTAP110 - T'A Business Common Layer Certified ELTDS520 - Design Studio CRTDS520 - Design Studio - Foundation Course Topics Learning Objectives Design Studio template projects PMS Packaging Overview Transverse Functions 28 October 2013 148 Temenos Training Courses Catalogue CRTDS531 - Design Studio™ - TAP PMS Adaptation Duration: One day Learning Objectives This training focuses on the adaptation of the TAP Web using the PMS packaging throughout Design Studio™. During this course, the participant uses several Design Studio™ artefacts for customizing the WUI pages. At the end of this training session, the participant will: Have a good overview of the standard WUI adaptation. Be able to apply the best practices learned through the exercises. Gain experience with Design Studio designers and the PMS packaging. Know the concept of processes that manage data in the system. Be able to manage WUI customization using Design Studio artefacts. Target Audience Anyone knowing or has an experience with Triple’A Plus™ application. This training is adapted for Business and Technical profiles, Clients and Partners. Prerequisites CTTAP110 - Business Common Layer Certification ELTDS520 - Design Studio™ CRTDS520 - Design Studio™ - Foundation CRTDS530 - Design Studio™ - TAP PMS Foundation Course Topics Learning Objectives WUI Pages Adaptation on several PMS business functions Introduction to the PMS processes 28 October 2013 149 Temenos Training Courses Catalogue CRTDS532 - Design Studio™ - TAP PMS Processes Duration Two days Learning Objectives This training focuses on the processes available with the PMS packaging. During this course, the participant builds customized WUI pages with several processes throughout Design Studio™. At the end of this training session, the participant will: Have a global picture of the TAP Web PMS Packaging Be able to apply the best practices learned through the exercises Gain experience with Design Studio™ designers and the PMS packaging Know lots of processes that manage data in the system Be able to execute any Web customization using Design Studio™ artifacts Target Audience Anyone knowing or has an experience with Triple’A Plus™ application. This training is adapted for Business and Technical profiles, Clients and Partners. Prerequisites CTTAP110 - Business Common Layer Certification CRTAP140 - Architecture or CRTAP12T - R12 New Technical Features ELTDS520 - Design Studio™ CRTDS520 - Design Studio™ - Foundation CRTDS530 - Design Studio™ - TAP PMS Foundation CRTDS531 - Design Studio™ - TAP PMS Adaptation Course Topics Learning Objectives WUI Pages Adaptation on several PMS business functions Introduction to the PMS processes 28 October 2013 150 Temenos Training Courses Catalogue Triple’A Plus™ - Interface Courses CRTAP261 - Interface - Gateway Duration Three days Learning Objectives After attending this course, the participant will be able to: To have an understanding of the options for Interfacing Triple’A Plus™ Understand the Triple’A Plus™ Gateway architecture Understand and use the Triple’A Plus™ Gateway components Use the basic capabilities of the IBM WTX Design Workstation Target Audience Programmers/analysts who have to implement interfaces using IBM WTX Prerequisites Previous Triple’A Plus™ training or experience related to: CRTAP221 - Implement - Scripts & Formats CRTAP222 - Implement - Operations & Positions Programming or Script background (such as creating Excel macros) Proficiency in Microsoft Windows Course Topics Type Designer Data objects and types Building validation into the data definition Defining data properties and formats Understanding how IBM WTX validates data in a type tree Map Designer Creating input cards, outputs cards and map rules Analysing, compiling and running maps Reading the trace file Using IBM WTX functions Creating user defined functions Applying Audit capabilities for debugging, logging and reporting Executing IBM WTX maps in a production environment Triple’A Plus™ Gateway 28 October 2013 151 Temenos Training Courses Catalogue Subscription and audit features Triple’A Plus™ pre-built type trees Importing data into Triple’A Plus™ using IBM WTX and Gateway adapter Advanced Topics Overview Integration Flow Designer Overview Database Designer 28 October 2013 152 Temenos Training Courses Catalogue CRTAP262 - Interface - Generic Interfaces Duration Two days Learning Objectives After attending this course, the participant will be able to: Have a global understanding of the EDM solution Understand the Gateway and Gateway Pack concepts and architecture Have an overview of standard interfaces for Triple'A Plus™ Target Audience Consultants implementing interfaces with Triple’A Plus™ Gateway architecture Prerequisites CTTAP110 - Business Common Layer Certification CTTAP130 - Technical Common Layer Certification ELTAP261 - Interface - Gateway Knowledge of Unix Knowledge of IBM Websphere TX Course Topics EDM solution Gateway Architecture Native Interface Reminder Set-up WebSphere TX Gateway Adapter Subscription Audit Gateway Pack Overview B2F B2F Components F2B F2B Components Error Handling 28 October 2013 153 Temenos Training Courses Catalogue Triple’A Plus™ - Technical Courses CRTAP140 - Administration - Architecture Duration One day Learning Objectives This training presents in details the four TAP architecture layers: presentation, application, persistent and interfaces layers. After having followed this course, the participant will have a global understanding of the Triple’A Plus™ solution. Target Audience Anyone involved in the implementation and/or the administration of Triple’A Plus™ application. This training is adapted for Clients, Partners having technical skills. Prerequisites Understanding of database concepts, J2EE framework and client-server model Course Topics Architecture overview (incl. J2EE server and databases) Application management (incl. security) TAP interface modules Web Services architecture Reporting architecture 28 October 2013 154 Temenos Training Courses Catalogue CRTAP141 - Administration - Foundation Duration Three days Learning Objectives This course is focused on the TAP installation and administration. After having followed this course, the participant will be able to install the whole Triple’A Plus™ software: TAP Core and Web, Live!Report, Gateway Pack and Design Studio. In addition, he will understand the basic configuration and some administrative tasks to manage an environment. Target Audience This training is intended for technical people involved in the implementation and/or the administration of Triple’A Plus™ application. Prerequisites CRTAP140 - Architecture or CRTAP12T - R12 New Technical Features Unix shell commands: basic knowledge (how to source files, vi, tar,…) Database administration: good knowledge of Sybase and SQL J2EE: good knowledge, experience with WebLogic or WebSphere is a plus. Basic knowledge of Ant and Java Course Topics Learning objectives Installation and configuration of the Core, Service Layer and Web parts Installation of Design Studio and initial package deployment Installation and configuration of the Reporting module (Live!Report) Interface module (Gateway Pack) presentation Management of all third parties software (Sybase, WebSphere Transformation eXtended) Duplication of TAP environment using standard TAP tools (ICT, MICU) Brief presentation of the hotfixes and migration strategy Basic TAP administration 28 October 2013 155 Actuate, WebLogic, Temenos Training Courses Catalogue CRTAP142 - Administration - Advanced Duration Two days Learning Objectives This training focuses on the customization of the application on Technical side, i.e. databases and web server part (Web Front-End excluded). After having followed this course, the participant will have a deep knowledge of the Triple’A Plus™ application and will be able to manage the technical customizations during an implementation project. Target Audience This training is intended for technical people in the implementation and/or the administration of Triple’A Plus™ application. Prerequisites CTTAP130 - Technical Common Layer Certification CRTDS500 - Design Studio™ - Administration Unix shell commands: basic knowledge (how to source files, vi, tar,…) Database administration: good knowledge of Sybase and SQL J2EE: good knowledge, experience with WebLogic or WebSphere is a plus. Programming: Basic knowledge of Ant and Java Course Topics Database customization by adding new user defined attributes and new user defined entities. Database customization on the extended attributed (incl. parent and format child adaptation) Round-robin implementation (TAP Core servers and Actuate server) Job-Launcher concept and customization Reporting repository customization Packager management throughout Design Studio™ 28 October 2013 156 Temenos Training Courses Catalogue CRTAP143 - Administration - Monitoring & Performance Foundation Duration One day Learning Objectives The objective is to introduce the participants to the performance engineering concepts. The participants will have better understanding of the TAP application behavior and being aware of all impacts for any business or technical decision. After following this course, the participant will also know in deep at global level the TAP engine. After following this course, the participant will: Have better understanding of the TAP application behavior Have a deep knowledge of the TAP engines Be aware of the impacts regarding any business or technical decision Target Audience This training is intended for people involved in the implementation and/or the administration of Triple’A Plus™ application. Prerequisites CTTAP130 - Technical Common Layer Certification Course Topics General concepts: architecture performance enhancers concepts, unwanted Core description: security, format, list, classification, script, caches Web: J2EE architecture, best practices, caches, Job Launcher Tools to perform the analysis of the system 28 October 2013 157 the behavior, the Temenos Training Courses Catalogue CRTAP146 - Administration - Portfolio & Risk Duration One day Learning Objectives After this training the participant will know the PRM technical architecture and also he will be able to install the PRM application on a WebSphere or WebLogic application server. Target Audience Any profile with a technical background Prerequisites Good knowledge of a J2EE server (WebSphere and/or WebLogic is a plus) Knowledge of Ant and Jython is a plus Some knowledge of Sybase and SQL Course Topics Global architecture of PRM and the integration with Triple'A Plus™ Installation and configuration of the PRM plug-in in Triple’A Plus™ Core Installation and configuration of the PRM application in a standalone application server How to link PRM with Triple'A Plus™ How to initialize the PRM environment to validate the installation (load database, Matrice VarCovar,…) 28 October 2013 158 Temenos Training Courses Catalogue CRTDS500 - Administration - Design Studio Duration One day Learning Objectives This training presents Design Studio product on technical side. During this course, the participant simulates a TAP implementation using different Design Studio artifacts. At the end of the training, the participant will be able to: Install, update TAP Web application using Design Studio™ Customize a Design Studio project using the Maven concept Execute a small technical customization Put in place the debug mode Implement a build platform using Design Studio™ Target Audience This training is adapted for Technical profiles, Clients and Partners. Prerequisites Understanding the basic Internet concepts Basic knowledge of the Java/J2EE environment Experience with a Web Server is a plus Course Topics Learning Objectives Workspace management (configuration, debugging) Design Studio™ Projects (Packager and Servers) Maven introduction TAP Web deployment framework Life Cycle Management (environment strategy, TAP packages) 28 October 2013 159 Temenos Training Courses Catalogue CRTAP801 - Administration - Sybase Duration Two days Learning Objectives The participant will understand how SybaseTM Products are interfaced with Triple’A Plus™ products. At the end of the training, he will be able to implement and administrate Sybase software within the Triple’A Plus™ context Target Audience Technical consultants/profiles involved in the implementation and/or administration of Triple'A PlusTM Prerequisites Unix shell commands: basic knowledge (how to source files, vi, tar,…) Database administration: basic knowledge Course Topics Software presentation Database concepts (tables, datatypes, keys, views, indices, databases) Sybase Server Installation and configuration Sybase Client installation and usage Sybase query tools o isql (with the options) o SQL Advantage Backup rules Sybase administration o Checking who is logged on o Killing Sybase connections o Determining who is generating locks o Determining the query plan of a time consuming query Monitoring Troubleshooting Introduction to performance 28 October 2013 160 Temenos Training Courses Catalogue CRTAP802 - Administration - WebSphere Duration Three days Learning Objectives The participant will understand how IBM Websphere™ is interfaced with the Triple’A Plus™ solution. At the end of the training, he will be able to implement and administrate Websphere application server within the Triple’A Plus™ context. Target Audience Technical consultants/profiles and web administrators using WebSphere. Triple’A Plus™ with Prerequisites Understanding the basic Internet concepts Basic knowledge of the Java/J2EE environment Experience with a Web Server is a plus Course Topics WebSphere architecture overview New features Installation of WebSphere Application Server and IHS Server (HTTP Server) Profile Management and Flexible Management Console administration, Monitoring Configuration using scripting language such as Python Security: Certificate, HTTPS, SSL configuration Troubleshooting 28 October 2013 161 Temenos Training Courses Catalogue CRTAP803 - Administration - Actuate Duration One day Learning Objectives This training presents in details the Actuate architecture but also the different Actuate TM modules used with Triple’A Plus . Target Audience This training is intended for Technical/Reporting consultants and administrators who use Triple'A PlusTM with Actuate. Prerequisites Understanding of database concepts, J2EE framework and client-server model. Course Topics BIRT iServer Architecture eReport Designer BIRT iServer and PostgreSQL administration Encyclopedia management eReport Designer configuration 28 October 2013 162 Temenos Training Courses Catalogue Triple’A Plus™ - Reporting Courses CRTAP701 - Reporting - Foundation Duration 1 day Audience This training is intended for anyone who needs to understand the Reporting solution of TM Triple'A Plus . This training is adapted for Clients, Partners having business and technical skills. Learning objectives This training will provide an overview of the TAP Reporting solution and capabilities. This course will be mainly theoretical with small demos of the reporting capabilities. After having followed this course, the participants will be able to understand how the reporting solution works but also how this could be adapted to the client's needs. Topics Include o Reporting architecture overview o Core function and reporting objects o Live!Report module (incl. encyclopedia and libraries) o Content repository o Online and batches reporting functions o Reporting IDE (e.Report Designer) Prerequisites o Knowledge of TAP is required. 28 October 2013 163 Temenos Training Courses Catalogue CRTAP702 - Reporting - Basic Adaptation Duration Two days Learning Objectives The goal of this training is to learn how to create or modify reports using out of the box library elements. It is part of the Basic Adaptation steps that should allow for a quick report deployment using a customized financial instrument classification and graphical layout. You should be aware that this training course will be mainly focused on adaptation and configuration of library elements delivered with the standard reporting package. Usage of the Actuate e.Report designer will be limited. This course will allow the student to get familiarized with the modular setup of the standard report and with the dynamic layout obtained through style sheet configuration. Target Audience Anyone who needs to understand the Reporting solution of Triple'A Plus™ Business and technical consultants who intend to adapt the standard solution. Prerequisites CRTAP221 - Implement - Scripts & Formats CRTAP701 - Reporting - Foundation Course Topics Reporting adaptation by use of custom instrument classifications. Understanding of and using report modularity. Understanding of and using report dynamic layout. Multiple language dictionary management. 28 October 2013 164 Temenos Training Courses Catalogue CRTAP703 - Reporting - WUI Adaptation Duration 1 day Audience Anyone involved in the implementation of Triple'A Plus™ application. This training is adapted for Clients, Partners having technical skills. Learning objectives This training is an introduction to the WUI Customization. It explains briefly the Design Studio TAP functionalities and the packaging concepts. After having followed this course, the participant will be able to do small changes on the WUI Reporting pages. Topics Include o Introduction to Design Studio TAP o DS Template projects o Packaging concept o PMS model project o WUI Reporting adaptation (incl. Format) o Introduction to the WUI Reporting process. Prerequisites o CRTAP701 – Reporting Foundation 28 October 2013 165 Temenos Training Courses Catalogue Triple’A Plus™ - R12 New Features Courses CRTAP12T - R12 New Technical Features Duration One day Learning Objectives The R12 New Technical Features course introduces the users to the technical novelties that were introduced in this version and R11 of Triple‘A Plus™. The purpose of this course is to: provide the participants with an overview of the technical solution explain the technical components enhancements implemented all over the solution Participants will gain a solid foundation on which they will rely to continue working and be trained. After attending this course, participants will: be able to understand the general architecture of Triple’A Plus™ R12 have a good understanding of the enhancements introduced at the different levels of the solution understand the TSL concepts and infrastructure understand the new reporting infrastructure be introduced to the new best practices regarding the adaptation of the solution This course is dedicated to participant with a technical background and an experience of the Triple’A Plus™ solution. Target Audience Clients & Partners with technical knowledge/experience of Triple'A Plus™ Super-users, system administrators, developers using Triple'A Plus™ Prerequisites Clients & Partners who already have a knowledge of Triple ‘A Plus™ Super-users, system administrators, developers using Triple'A Plus™ Course Topics Learning Objectives Technical Solution Overview R11/R12 New Technical Features o Database enhancements Native Mode User Defined Types: Long Code & Long Id 28 October 2013 166 Temenos Training Courses o o o o o Catalogue T’A Core TSL Extension Extended entities & Computation Meta-dictionary change SQL Formats & format element User-defined entities Presentation Framework Presentation components enhancements Menu component enhancements User Preferences component enhancements Technical Framework Installation enhancements Configuration enhancements Security enhancements Monitoring console Parallelization & Asynchronous processing TSL Framework & Infrastructure From TASC to TSL TSL general infrastructure TSL flows TSL global/local cache concept TSL rule based engine TSL API and processes Reporting technical solution Reporting architecture Reporting features TSL Reporting flow service Design Studio™ Configuration Designers Projects templates 28 October 2013 167 Temenos Training Courses Catalogue CRTAP12B - R12 New Business Features Duration One day Learning Objectives The R12 New Business Features course is an excellent way to start learning what business novelties and concept were introduced in this version of Triple’A Plus™ . The purpose of this course is to Provide the participants with the business solution overview Help them discover the new functionalities of the solution per business component Participants will gain a solid foundation on which they will rely to continue working and be trained. After attending this course, participants will: be able to see the main usability improvements in PM'A be able to see the business improvements o Alerts & Notifications o Queries on CDM/TCM datas o Excel Reporting o Strategy & Constraints administration o Order Management: Allocate Orders, Order Grouping This course is dedicated to participant with an experience of the Triple’A Plus™ solution. Target Audience Clients & Partners with knowledge/experience of Triple'A Plus™ Super-users, Users using Triple'A Plus™ Prerequisites Clients & Partners who already have knowledge of Triple'A Plus™ Course Topics Learning Objectives Business Solution Overview R11 New Business Features o Usability Improvements o Queries on CDM/TCM o Reporting o Strategy & Constraints Administration o Order Management 28 October 2013 168 Temenos Training Courses Catalogue Triple’A Plus™ Certifications CTTAP100 - Bronze Certification Duration 4.5 days The Bronze Certification is a certificate delivered by Temenos. The bronze certification program corresponds to the training program listed below. Training program ELTAP102 - E-learning - Solution Overview ELTAP103 - E-learning - Security Overview ELTAP104 - E-learning - Data Administration Menu CRTAP101 - End User - PMS B2F (2 days) CRTAP102 - End User - PMS F2B (1 day) CRTAP103 - End User - CDM & TCM (1 day) XCTTAP100 - Bronze Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP100 Triple’A Plus™ Bronze Certification Exam, the Bronze Certification is delivered. 28 October 2013 169 Temenos Training Courses Catalogue CTTAP110 - Business Common Layer Certification Duration 4.5 days The Business Common Layer Certification is a certificate delivered by Temenos. The Business Common Layer certification program corresponds to the training program listed below. Prerequisites CTTAP100 - Bronze Certification Training program ELTAP221 - E-learning - Financial Instruments ELTDS520 - E-learning - Design Studio CRTAP221 - Implement - Scripts & Formats (2 days) CRTAP222 - Implement - Operations & Positions (1 day) CRTDS520 - Design Studio - Foundation (1 day) XCTTAP110 - Business Common Layer Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP110 Triple’A Plus™ Business Common Layer Certification Exam, the Business Common Layer Certification is delivered. 28 October 2013 170 Temenos Training Courses Catalogue CTTAP120 - Business Silver B2F Certification Duration 3.5 days The Business Silver B2F Certification is a certificate delivered by Temenos. The Business Silver B2F certification program corresponds to the training program listed below. Prerequisites CTTAP110 - Business Common Layer Certification Training program ELTAP224 - E-learning - Introduction to Portfolio Modelling CRTAP223 - Implement - Basic Adaptation (1 day) CRTAP224 - Implement - Portfolio Modelling (2 days) XCTTAP120 - Business Silver B2F Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP120 Triple’A Plus™ Business Silver B2F Certification Exam, the Business Silver B2F Certification is delivered. 28 October 2013 171 Temenos Training Courses Catalogue CTTAP121 - Business Silver F2B Certification Duration 2.5 days The Business Silver F2B Certification is a certificate delivered by Temenos. The Business Silver F2B certification program corresponds to the training program listed below. Prerequisites CTTAP110 - Business Common Layer Certification Training program ELTAP222 - E-learning - Data Interface Analysis ELTAP223 - E-learning - Case Management CRTAP225 - Implement - Order Management (2 days) XCTTAP121 - Business Silver F2B Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP121 Triple’A Plus™ Business Silver F2B Certification Exam, the Business Silver F2B Certification is delivered. 28 October 2013 172 Temenos Training Courses Catalogue CTTAP130 - Technical Common Layer Certification Duration 4.5 days The Technical Common Layer Certification is a certificate delivered by Temenos. The Technical Common Layer certification program corresponds to the training program listed below. Prerequisites CTTAP100 - Bronze Certification Training program CRTAP140 - Administration - Architecture (1 day) CRTAP141 - Administration - Foundation (3 days) XCTTAP130 - Technical Common Layer Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP130 Triple’A Plus™ Technical Common Layer Certification Exam, the Technical Common Layer Certification is delivered 28 October 2013 173 Temenos Training Courses Catalogue CTTAP140 - Technical Silver Certification Duration 4.5 days The Technical Silver Certification is a certificate delivered by Temenos. The Technical Silver certification program corresponds to the training program listed below. Prerequisites CTTAP130 - Technical Common Layer Certification Training program CRTDS500 - Design Studio - Administration (1 day) CRTAP142 - Administration - Advanced (2 days) CRTAP143 - Administration - Monitoring and Performance Foundation (1 day) XCTTAP140 - Technical Silver Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP140 Triple’A Plus™ Technical Silver Certification Exam, the Technical Silver Certification is delivered 28 October 2013 174 Temenos Training Courses Catalogue CTTAP150 - Design Studio™ PMS Certification Duration 4.5 days The Design Studio™ Silver Certification is a certificate delivered by Temenos. The Design Studio™ Silver certification program corresponds to the training program listed below. Prerequisites CTTAP110 - Business Common Layer Certification CTTAP130 - Technical Common Layer Certification Training program CRTDS530 - Design Studio™- TAP PMS Foundation (1 day) CRTDS531 - Design Studio™ - TAP PMS Adaptation (1 day) CRTDS532 - Design Studio™ - TAP PMS Processes (2 days) XCTTAP150 - Design Studio™ PMS Certification Exam (0.5 day) As soon as participant has succeeded the XCTTAP150 Triple’A Plus™ Design Studio™ PMS Certification Exam, the Design Studio™ Silver Certification is delivered 28 October 2013 175 Temenos Training Courses Catalogue TM WealthManager - E-Learning Courses W02 - An Overview of WealthManager™ Duration 1.5 hours This is an e-learning session about an overview of the Triple'A PlusTM Solution. Why e-learning? You can take the course when it is convenient for you You can pause the course when you need to. You'll be able to resume right where you left off You can fast-forward through or skip sections that you may already be familiar with and you can repeat the parts that are a little more complex Learning Objectives After the training course, the participant should be able to List some of the technological and business challenges facing the Wealth Management industry today Describe some of the features and benefits of the WealthManager™ application Understand the implementation difference between the Core product Understand how data is loaded into WealthManager™ Understand how client data is kept secure and a Custom Target Audience Anyone who wants to learn more about WealthManager™ This course is a high-level overview of the WealthManager™ product. It is being offered through e-learning. Prerequisites None. 28 October 2013 176 Temenos Training Courses Catalogue WealthManager™ - Business Courses W10 - How to use Duration Two days Learning Objectives This course introduces the end-user to the capabilities of WealthManager™. Objectives include: Understand how WealthManager™ supports Wealth Management activities Maximize usage and usefulness of WealthManager™ Use key features of WealthManager™ Target Audience All end-users + System Administrators Prerequisites None Course Topics Navigate throughout web interface Client relationship management features: categories, custom fields, alerts, households and relationship links Contact management Use calendar and monitor activities Review book of business and portfolio performance Internal reports Ad hoc and scheduled Client Reports 28 October 2013 177 Temenos Training Courses Catalogue WealthManager™ - Specialized modules W20 - Sales and Advice Duration One day Learning Objectives Create and analyze sales opportunities and monitor the sales pipeline Create, administer and track marketing campaigns Incorporate all the components of a Proposal Target Audience All end-users whose firm has purchased the Sales and Advice module Prerequisites W10 - WealthManager™ - How to Use WealthManager™ Course Topics Proposal process Opportunity management Pipeline management Campaign management 28 October 2013 178 Temenos Training Courses Catalogue W21 - Modeling Duration One day Learning Objectives Explain how a model is used to leverage the expertise of a firm's most experienced investment experts to allow front line advisors to offer better investment advice to clients Target Audience Investment researchers Prerequisites W10 - WealthManager™ - How to Use WealthManager™ Course Topics Create and apply a model to a portfolio, asset class and proposal Generate trade lists as a result of the modelling process Create model parameters that will guide the remodelling process Manage a portfolio using a model 28 October 2013 179 Temenos Training Courses Catalogue W22 - Performance Duration One day Learning Objectives Explain how WealthManager™ calculates and stores performance data Describe where performance can be retrieved by users State other factors that affect performance and financials Target Audience Performance Specialists; Technical Staff Prerequisites None, but W60 - WealthManager™ - Technical Basics course is recommended Course Topics Performance calculation methods How performance is stored in WealthManager™ o Performance inception date o Class level performance o Asset weighting/aggregation o Special handling (negative market values, non-investment periods) How performance is displayed in UI; views, reports and client reports Review of performance patterns Cashflows - how are they identified and stored Accrued income - how it is calculated, stored and used as part of performance calculation Account/Portfolio valuation - factors affecting valuation, required dependent data, handling of backdated updates (pricing, transactions) 28 October 2013 180 Temenos Training Courses Catalogue W23 - Orders Duration One day Learning Objectives Understand how WealthManager interacts with order management systems List the various types of orders that can be placed in WM Learn how to place orders in WM Understand the difference between a bulk order and a single order Describe the verifications and compliance checks that are performed once orders are created List available order statuses Recognize the difference between the Order Worksheet object and the Order object Learn about order configuration and how it affects the end-user: user roles, system parameters, system properties Target Audience End Users; Technical Staff Prerequisites W10 - WealthManager™ - How to Use WealthManager™ Course Topics Different types of orders Creating, modifying, copying and deleting orders Order workflow Working with Order Worksheets Business rules Compliance checks Various states of an order System configuration 28 October 2013 181 Temenos Training Courses Catalogue WealthManager™ - Technical modules W60 - Technical Basics Duration Two days Learning Objectives Describe WealthManager™'s architecture and technology components. Explain the components that make up the business, storage and operational services/layers Target Audience End-user admin and technical people; Technical Staff Prerequisites None. Technical Basics is a prerequisite for all other technical WealthManager™ courses such as Administration, Operations & Troubleshooting and How to Implement WealthManager™ courses. Course Topics Business Object Model Data interfaces/Financial engines Architecture Web services Security model Data model 28 October 2013 182 Temenos Training Courses Catalogue W62 - Administration Duration Two days Learning Objectives Perform administrative functions of WealthManager™, which includes: Data Administration Business unit, employee, and business unit hierarchy maintenance Object change request Entering/maintaining prices, benchmarks, models, etc. Resolving reconciliation differences Scheduled Client Reports Alerts Public Views Target Audience Middle office and back-office staff involved with system and data administration and statement generation Prerequisites W60 - WealthManager™ - Technical Basics Course Topics Identify and correct loading errors through Data Administration Create and maintain users, business units and business unit hierarchies Object change requests SIF generators Instrument attributes Create and maintain prices Create, change, and assign a benchmark Position reconciliation between source system and WealthManager™ Management of month-end scheduled Client Reports Create and maintain asset mixes and models List and describe model parameters Alerts for the Admin user Maintenance of Public Views 28 October 2013 183 Temenos Training Courses Catalogue W63 - Operations & Troubleshooting Duration Two days Learning Objectives Describe in detail WealthManager™ how data is loaded from source system Diagnose common loading errors and act upon them Determine the success of a data load Recognize and recommend actions for business data errors Understand data dependencies and assess impact to financial calculations Client staff involved with Computer Operations, Support Prerequisites W60 - WealthManager™ - Technical Basics Course Topics Data Model Overview WealthManager™ application UNIX environment to Know how to gather relevant triage information for unexpected errors/issues for escalation support. Target Audience o Directory Structure o Environment Variables o Logging Architecture Batch Concepts o Detailed Data Flow o Standard Interface Files (SIFs) o Loaders o Object Change Request o Batch engines & Rollups (Critical, Non-Critical) o Agents o Reprocessing Errors System Parameters Review Financial Engines o Account Valuation o Performance 28 October 2013 184 the Temenos Training Courses o Backdated Processing Miscellaneous Errors o Data Administration Errors o Load Error Handling/Triage o Daily Batch Failures Operations & Other Utilities o Catalogue Cleanup jobs Environment Troubleshooting o Application Performance o Oracle Tracing o MT Service Tracing o Financial Engine Tracing o Report Generation (Internal reports, Client reports) 28 October 2013 185 Temenos Training Courses Catalogue WealthManager™ - Certifications W110 - WealthManager™ - Bronze Certification Description The Bronze Certification is a certificate delivered by Temenos. The corresponding program covers the areas of the hereunder listed subjects. As soon as a participant has succeeded all exams of the mentioned list, the Bronze Certification is released. Note: No further exam is necessary to receive the certificate once you have completed each single exam. Prerequisites Trainings to have followed or equivalent experience to have on W02 WealthManager™ - An overview of Wealth Manager W10 - WealthManager™ - How to use W60 WealthManager™ - Technical Basics Exams to have succeeded to obtain automatically this Certificate W111 Business Bronze - How to Use Exam W131 Business Bronze - Technical Basics Exam 28 October 2013 186
