2012
HOGAN SYSTEMS
COURSE CATALOG
FINANCIAL
SERVICES
GROUP
Contact:
Jay Hancock
469.499.8906
jhancock@csc.com
8616 Freeport Parkway
Irving, Texas 75063
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as a live online interactive Internet-based presentation,
saving you the costs of travel-related expenses. Contact
the Education Center Coordinator for details.
2012 HOGAN SYSTEMS
COURSE CATALOG
Table of Contents
Hogan Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Hogan Systems Navigator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Umbrella Basic Programming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Umbrella Intermediate Programming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Application Umbrella Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Umbrella (UMB) Change Management System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Umbrella Problem Determination and Correction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Umbrella Version 4 Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Platform Automation Support (PAS) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Scheduled Processing System (SPS) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Function Processing Systems (FPS) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Online Delivery System (ODS) Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
UmbPlex: Umbrella in a Sysplex Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Customer Information System (CIS) Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Customer Information System (CIS) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Relationship and Profitability Manager (RPM) Functional . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Relationship and Profitability Manager (RPM) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Integrated Deposit System (IDS) and Financial Support System (FSS) Functional. . . . . . . 18
Integrated Deposit System (IDS) and Financial Support System (FSS) Technical. . . . . . . 19
Demand Deposits Accounting (DDA) Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Demand Deposits Accounting (DDA) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Time Deposit Account (TDA) Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Time Deposit Account (TDA) Technical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Financial Support System (FSS) Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Financial Support System (FSS) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Integrated Loan Processing (ILP) Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Integrated Loan Processing (ILP) Technical. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
CAMS II Card & Merchant System Debit Card Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . 28
CAMS II Credit Card Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
CAMS II Card & Merchant System Acquirer Functional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
CAMS II Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Hogan Systems® courses are restricted to employees of licensed Hogan product users.
Hogan Education materials and software are copyrighted and are CSC Confidential.
Hogan Getting Started
Duration - 1 day
Course Topics
•Hogan product orientation
•Historical perspective
•Focus product perspectives
•Interactive exercise
•Umbrella – a first look
•Process Environment Manager (PEM)
•Process Dictionary
•Process Control Data (PCD)
•Function Processing System (FPS)
•Scheduled Processing System (SPS)
Prerequisites
None
1
General Description
This one-day introductory course
acquaints participants with the key
functional and technical aspects of the
Hogan System. It provides an overview
of the foundational components, key
terminology and best practices.
Audience
All personnel involved with
implementation of the Hogan System
Course Objectives
•Explain the Hogan System and
its components
•Identify key terminology
•Introduce the Umbrella®
technical architecture
•Introduce best practices
Hogan Systems Navigator
Duration - 1 day
Course Topics
•Using Hogan Systems Navigator
Viewer effectively
•Hogan Systems Navigator
Generator process
•Generating from custom files
•Practical generating exercise
Preferred Prerequisites
General Description
This course shows how technicians and
end users can dramatically increase
productivity by using the Hogan Systems
Navigator. The content includes tips,
techniques and hands-on interactive
exercises. The skills required for data
generation, Hogan Systems research
and tips for the optimization of Hogan
Systems Navigator for personal use are
also provided in this one-day course.
Hogan Getting Started
Audience
Prerequisites
Hogan Systems knowledge
and background
Business and and programmer analysts
supporting Hogan applications
Course Objectives
•Utilize Hogan Systems Navigator to
increase system proficiency
•Illustrate effective uses of Hogan
Systems Navigator
•Empower regular refreshing of Hogan
Systems Navigator data based on
system changes to any Hogan System
•Explain dictionaries and other methods
to optimize results
2
Umbrella Basic Programming
Duration - 5 days
Course Topics
•Hogan architecture overview
•Basics of the Umbrella system
•COBOL under the Umbrella
•Change Control System (CCS)
•Sequential and hierarchical database
definitions and activities
•Data groups, programs and transactions
•Date Services System (DTS)
•Common Data Management Facility
(CDMF) formats and Process Control
Data (PCD)
•Condition Code Processing (CCP)
•Debugging under the Umbrella
Prerequisites
Working knowledge of mainframe COBOL,
Job Control Language (JCL) and general
knowledge of database access methods
General Description
The main focus of this course is to provide
the basic programming concepts and
skills required for programming under
the Umbrella system. Participants learn
to develop and maintain many of the
application objects and components
supported by the Umbrella system.
Skill-based activities are included in
this course to apply the programming
techniques and reinforce the successful
knowledge transfer of the key concepts
and skills presented.
Audience
System analysts, programmers, and
other technical staff responsible for
development of enhancements and the
support of Hogan applications
Course Objectives
•Explore Hogan COBOL programs
•Develop and change an Umbrella-based
program
•Utilize change management – Change
Control System (CCS)
•Define data groups, programs and
transactions and more
•Write a program to run under Process
Environment Manager (PEM)
•Explore program-to-program and
subsystem communications utilizing
Date Services and Condition Code
Processing
•Study PCD theory and usage
•Study and resolve dumps under
the Umbrella
3
Umbrella Intermediate Programming
Duration – 5 days
Course Topics
•Map definitions and activities
•Transactions online
•Programs online
•Function Processing System
(FPS) overview
•Scheduled Processing System (SPS)
reporting, including
- Implosions
- Explosions
- Reports
- Headings
- Totals
- Debugging
Prerequisites
Umbrella Basic Programming or equivalent
and working knowledge of mainframe
COBOL, Job Control Language (JCL) and
general knowledge of database access
methods
General Description
Intermediate Programming builds
on the foundation of Umbrella Basic
Programming and is intended as a
continuation of that course. Participants
continue to develop and maintain
application components supported by the
Umbrella system to reinforce the subject
material knowledge transfer. A complete
Scheduled Processing System (SPS)
report, including headings and totals, will
be created.
Audience
Systems analysts, programmers, and
other technical staff responsible for the
development of enhancements and the
support of Hogan applications
Course Objectives
•Develop “online” related process
dictionary components:
- Maps
- Transactions
- COBOL programs
• Explore FPS subsystem
- Role of FPS in online processing
- Implementing developed functions
in FPS
• Write a complete SPS report
4
Application Umbrella Programming
Duration - 10 days
Course Topics
•The Umbrella system overview
•COBOL under the Umbrella
•Change management — Change Control
System (CCS)/Release Control System
(RCS)
•Transaction, activity, data group,
program and database definitions
•Date Services System (DTS)
•Common Data Management Facility
(CDMF) and Process Control Data
(PCDs) formats
•Condition Code Processing (CCP)
•Process Environment Manager (PEM)
utilities for application programmers
•Testing, debugging and dumps under
the Umbrella
•Mapping support facilities
•Function Processing System
(FPS) overview
•Sort activities
•Scheduled Processing System (SPS)
reporting system
•Umbrella documentation and utilities
Prerequisites
Working knowledge of mainframe COBOL,
Job Control Language (JCL) and general
knowledge of database access methods
5
General Description
This course provides a combination of the
Basic and Intermediate Umbrella courses –
with a focus on the basic and intermediate
programming concepts and skills required
for the Umbrella. Participants develop
and maintain application components
supported by the Umbrella system to
reinforce the knowledge transfer.
Audience
Systems analysts, programmers, and
other technical staff responsible for the
development of enhancements and the
support of Hogan applications
Course Objectives
•Develop Umbrella subsystems
•Discuss Hogan COBOL programs
•Define Umbrella program structure
•Identify Umbrella utilities
•Execute flow of batch and online
tasks (Non-FPS, FPS)
•Develop process dictionary
components
•Study PCD components
•Write programs under PEM
•Create MAPs under PEM
•Write SPS report
Umbrella (UMB) Change Management System
Duration - 3 days
Course Topics
•Installation philosophy
•Change Control System (CCS)
•Release Control System (RCS)
components
•RCS command syntax
•Selection for distribution
•Installation of distribution and fix files
•Planning for change
Prerequisites
Basic knowledge of Umbrella
programming objects and concepts
General Description
UMB Change Management focuses on
the migration of technical system change.
The content will concentrate on how
to implement changes to the process
dictionary objects as well as source code
and non-source code of software systems
running under the Umbrella (including
migration and installation of delivered and
customized software from one operational
node to another).
Audience
Recommended for staff responsible for the
migration and installation of application
software written under the Umbrella.
Course Objectives
•Describe the flow of data through
Umbrella
•Trace the flow of data changes to the
processing dictionary object running
under Umbrella
•Discuss and utilize the Change Control and Release Control Systems
utilities
•Set control parameters needed to
migrate changes
•Create and process distribution files
6
Umbrella Problem Determination and Correction
Duration - 3 days
Course Topics
•Controlling dumps under the Umbrella
•Problem determination techniques
•Debugging Scheduled Processing
System (SPS)
•Creating dumps under the Umbrella
•Printing dumps under the Umbrella
•Analyzing dumps under the Umbrella
•Dump exercises and discussion
Prerequisites
Umbrella programming course
General Description
In this three-day course, participants
execute Hogan dump creation options
and analysis methods for resolving Hogan
dumps. Participants’ learning experience is
reinforced through a series of detailed and
hands-on dump-solving exercises.
Audience
Systems analysts, programmers,
and other technical staff responsible
for development and support of
enhancements to Hogan applications
Course Objectives
•Discuss and analyze the debugging
methods available using the Hogan
Umbrella
• Identify Process Environment Manager
(PEM) formatted storage dump
components
• Classify global/local PEM dump options
• Illustrate the relationship between dump
options and dump contents
• Identify and use the various dump
printing methods under Umbrella
7
Umbrella Version 4 Upgrade
Duration - 1 day
Course Topics
•Technical and system requirements for
Umbrella Version 4
•Processing Environment Manager (PEM) upgrade
•Hogan Database Manager
enhancements
•Programming differences
•Subsystem changes
•Process directory changes
Prerequisites
•Working knowledge of Umbrella as it
is used in the application development
process
•Knowledge of Umbrella coding
principles and practices
•Working understanding of the specific
environment(s) PEM is running at your
site
•Application knowledge is also
suggested
8
General Description
This class identifies differences between
the latest version of Umbrella and any
previous release, but primarily with
Version 3.
The course includes an online
demonstration of Umbrella 4.
Audience
System analysts, programmers, and
other technical staff responsible for
development of enhancements and the
support of Hogan applications
Course Objectives
•To identify the IBM system minimum
requirements to support Umbrella
Version 4
•To interactively explore the differences
between older and newer versions of
Umbrella in the programmers’ API,
including
- Menus
- Debugging methods
- Dump enhancements
- Process dictionary objects
- Several important subsystems
including
• Scheduled Processing System
• Date Services System
• Function Processing System
Platform Automation Support (PAS) Technical
Duration - 4 days
Course Topics
•PAS online screens
•Data communication services
•Device processing, processing logic
and logical function definitions
•Branch transaction manager
•Data model services
•Delivered business functions
•PAS online and batch
generate processes
•PAS/System Integration Management
(SIM) interface
•PAS logging
•Testing, debugging, customization
and modification
•PAS utilities
Prerequisites
Basic and Intermediate Umbrella
Programming or equivalent experience,
Scheduled Processing System (SPS)
knowledge is a plus
9
General Description
This course gives participants technical
instruction and experience with
developing and modifying message-based
transactions using the PAS system.
Audience
Application programmers and technical
personnel responsible for the PAS system
Course Objectives
•Define and modify data model,
processing logic, logical function and
message segments
•Identify Branch Transaction Manager
(BTM) and its usage
•Discuss Data Communication Services
(DCS) flow
•Utilize data logging, testing and
debugging techniques
Scheduled Processing System (SPS) Technical
Duration - 5 days
Course Topics
•Introduction to the Scheduled
Processing System (SPS)
•Data elements
•SPS online screens
•Line definitions and line
definition commands
•Format definitions and format
definition commands
•SPS online coding, flow and
piggyback reports
•Generating an SPS program
•Implosion mechanics
•Report production
•New page, break and matrix processing
•Prototyping with SPS
•Documentation
•Special forms and reprinting reports
•Online data string capture
Prerequisites
Basic programming course or equivalent
experience
10
General Description
The emphasis in this course is on
programming and coding used in the
Scheduled Processing System. This
comprehensive class covers every SPS
language command and technique
present in the system. A complete report
will be coded and tested, including
numerous types of totals, and pass 1 and 2
processing.
Audience
Programmers involved in the maintenance
and or creation of SPS reports
Course Objectives
•Use the SPS programming languages
•Gather report data and construct
data strings
•Create report lines and establish new
page criteria
•Identify mathematical calculations and
create total accumulations
•Define headings and titles
•Build a matrix
•Create and implement a
piggyback report
Function Processing System (FPS) Technical
Duration - 5 days
Course Topics
•Options for online transactions
•FPS mechanics
•Requirements for an FPS application
•The conversational terminal file
•FPS logic flow
•FPS primary commands
•FPS menu processing
•FPS Processing Function (PF)
key assignment
•Online security
•Umbrella usage of FPS
•Research techniques for debugging
FPS conversations
Prerequisites
Umbrella Basic Programming or equivalent
experience
11
General Description
The Function Processing System Technical
course provides the instructional
foundation for creating and modifying
application screen flows for business
functions. The emphasis in this course is
on critical FPS functions and capabilities.
Concepts are reinforced with hands-on,
practical exercises.
Audience
Programmers and systems analysts who
are responsible for FPS development and
maintenance
Course Objectives
•Trace the program processingflow
and logic
•Discuss FPS application flow and
processes
•Create and use the online Help
programming
•Identify security issues
•Build a multi-screen online scenario
Online Delivery System (ODS) Technical
Duration - 4 days
Course Topics
•ODS overview and high-level
menu structure
•Transaction control table
•Manned Teller Machine (MTM)
and Automated Teller Machine (ATM)
simulation
•Teller transaction and withdrawal
transaction walkthrough
•ODS system error and batch processing
•Validation testing
•Transaction authorization
•Aid-To-Teller messages
•Creating test messages
•Data capture transaction
•Teller totaling
•ODS I/O formatters, item posting,
reports and files
•Application interface considerations
•Modifying PEMCOSTD exit
Prerequisites
Umbrella Programming and a working
knowledge of the process dictionary and
process control data
12
General Description
In this Online Delivery System Technical
course, participants interact with
ODS through interactive simulations.
Participants create and maintain
Transaction Control Tables (TCTs),
conceptualize how to interface with a
variety of networks and practice ODS
configurations.
Audience
Programmers and systems analysts
involved with the implementation and
support of the ODS
Course Objectives
•Maintain the ODS TCT
•Discuss transaction flow through ODS
•Identify functions of the primary
ODS modules
UmbPlex: Umbrella in a Sysplex Environment
Duration - 2 days
Course Topics
•Basics of Sysplex
•Introduction to UmbPlex®
•UmbPlex prerequisites
•The UmbPlex API
•Conversion to UmbPlex
•Operational impact of UmbPlex
•Sizing of UmbPlex
•Pemplex tasks and subtasks
•Pemplex internals
•Pemplex control
•Coupling facility structure rebuild
•Tuning and performance
General Description
This comprehensive two-day course
focuses on the UmbPlex functions and
capabilities provided to enable Hogan
applications and client applications
written under Hogan’s Umbrella system to
run cohesively in an IBM Parallel Sysplex
environment.
Special attention is given to sharing across
a Sysplex facility, cached Common Data
Management Facility data, sharing random
tables, and Permanent Data Groups.
Audience
Prerequisites
Conceptual knowledge of IBM
Parallel Sysplex technology; Umbrella
Programming or equivalent background
The applications support staff responsible
for maintaining and customizing Hogan
software
Course Objectives
•Discuss the technical architecture
and its environment
•Identify the prerequisites for
hardware, system and application
software
•Estimate resource impact of UmbPlex
to the environment
•Discuss conversion and
operational issues
•Explore coupling facility recovery
13
Customer Information System (CIS) Functional
Duration - 4 days
Course Topics
•CIS overview
•Function Processing System (FPS)
•CIS usage and Process Control
Data (PCD)
•Customer data
•Customer scenarios: locate, inquire
and setup
•Address data
•Address scenarios: locate, inquire
and setup
•Account data
•Account scenarios: inquire and setup
•General purpose setup
•Maintenance: address, customer,
combine, separate and delete
•CIS reporting
•Integration with other
Hogan applications
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Banking and branch operations knowledge
14
General Description
The Customer Information System
Functional course concentrates on an
in-depth exploration of the data and
functions in the system. Topics include
defining and locating CIS data, customer
setup procedures, process controls and
maintenance functions. CIS best practices
for implementations are also presented.
Participants perform hands-on exercises
to reinforce the CIS knowledge transfer.
Audience
Business analysts and programmers
supporting the CIS system
Course Objectives
•Locate, inquire, set up and maintain
customers, accounts and addresses
•Explore the depth of CIS functions
•Optimize CIS navigational skills
•Define best practices for the
implementation of CIS
Customer Information System (CIS) Technical
Duration - 5 days
Course Topics
•Standards
•Research facilities
•Architecture
•Database
•Integration
•Function Processing System (FPS)
•Batch maintenance
•Conversion
•Customization
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Umbrella Programming and the CIS
functional courses
15
General Description
This course leads the participants from the
Customer Information System Technical
standards through data architecture,
integration methods, and online and batch
processing. Participants perform practical,
hands-on exercises to reinforce the CIS
technical knowledge transfer.
Audience
Systems analysts and programmers
supporting the CIS application
Course Objectives
•Use CIS standards
•Program using the CIS data architecture
•Integrate with a new system
•Define and modify CIS FPS scenarios
•Explore batch maintenance and other
batch process options available
•Establish CIS best practices
for implementation
Relationship and Profitability Manager (RPM) Functional
Duration - 5 days
Course Topics
•Establishing customer data and
relationships
•Customer functions
•RPM usage of Process Control
Data (PCD)
•Pricing
•Account level data
•Account analysis at the account,
customer and customer
relationship levels
•Summary level customers
•Profitability analysis
•Relationship pricing
•RPM usage of Cycle Data System (CDS)
•Batch and generalized reporting
•Modeling of customer and account
•Group classification, analysis
and modeling
•Generalized reporting facility
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Commercial DDA account and basic
account analysis knowledge and
understanding
16
General Description
This course provides functional instruction
for the Relationship and Profitability
Manager system. It is focused on RPM
account analysis and its pricing engine,
with the intent of optimizing the flexibility
and maintainability of prices. The course is
taught in a system environment with RPM
integrated with Customer Information
System (CIS) and Integrated Deposits
System (IDS).
Audience
Business analysts and programmers
responsible for the support of the RPM
system
Course Objectives
•Build customer hierarchy and account
service data
•Establish prices for the service elements
•Process customer and account analyses,
online modeling and profitability
planning/targeting
•Build relationship pricing plans and
define group classifications
•Perform group analysis and modeling
•Build RPM cycle data triggers
Relationship and Profitability Manager (RPM) Technical
Duration - 5 days
Course Topics
•RPM databases
•General Process Control Data
(PCD) handling
•Function Processing System
(FPS) considerations
•Product code tables
•Customer and account
data relationships
•Analysis
•Relationship pricing
•Grouping
•Group analysis
•Targeting
•Reporting
•Application data feeds
•Cycle data system
•Batch processing
•Technical support tools
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Umbrella Basic Programming or equivalent
experience
17
General Description
The emphasis in this course is on
providing technical instruction in the
coding of programs using the Relationship
and Profitability Manager system,
featuring data flow diagrams, database
structure and process controls. Skill-based
activities are included to apply the RPM
programming techniques and reinforce the
transfer of critical skills
and knowledge.
Audience
Systems analysts and programmers
responsible for maintaining, customizing
and supporting RPM
Course Objectives
•Examine the CIS technical relationship
with RPM
•Exploit the optimal use of the RPM
technical capabilities
•Tailor RPM to fit business needs
•Experience technical aspects of key
RPM functions
Integrated Deposit System (IDS)
and Financial Support System (FSS) Functional
Duration - 10 days
Course Topics
•Process Control Data (PCD) for
IDS and FSS
•Deposits new account, monetary
transaction posting, transaction
history, driver processing, portfolio
processing and outstanding
transaction processing
•Online inquiry and
maintenance functions
•Cross-company processing
•Regionalization
•Cycle Data System
•General Ledger Interface
•Restraint system
•Payment system
•Reporting
Preferred Prerequisites
Hogan Getting Started
Prerequisites
A good working knowledge of banking
and deposit applications
18
General Description
This comprehensive course, a
consolidation of the DDA, TDA and
FSS Functional courses, supplies the
foundation for the operation of the
Integrated Deposits System and Financial
Support System. This is a hands-on course
that applies key concepts learned through
interactive exercises.
Audience
Business analysts involved in
implementing and supporting IDS and FSS
as well as application programmers
Course Objectives
•Navigate within IDS and FSS,
experiencing data organization
•Add, inquire and maintain information
for Demand Deposit Application (DDA)/
Time Deposit Accounting
(TDA) accounts
•Use interest, service charging, driver
processing, Insufficient Funds (NSF)/
overdraft processing and
regionalization functions
•Use maturity/revenue processing
•Utilize FSS
•Review selected application reports
•Utilize the delivered system
documentation
Integrated Deposit System (IDS) and
Financial Support System (FSS) Technical
Duration - 10 days
Course Topics
•Demand Deposit Application (DDA)
•Process Control Data (PCD) used by
Demand Deposit Application (DDA)/FSS
•Online functions using Function
Processing System (FPS)
•New account, maintenance, regional
pricing, driver, selective extract,
renewal maturity and outstanding transaction processing
•Data Gathering System (DGS)
•Edit and Format System (EFS)
•Deposits monetary posting flow
•Cross-company processing
•Service charging
•Relationship pricing
•Interest processing, including matrix
and bonus interest
•Deposits major batch procedures
•Reporting
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Umbrella Programming and Deposits
Functional courses
19
General Description
This comprehensive course, a
consolidation of the DDA, TDA and FSS
Technical courses, gives participants
technical instruction for the development
and modification of the Integrated
Deposits System and Financial Support
Systems. This is an interactive course
that will apply the key programming
knowledge presented.
Audience
Systems analysts and programmers
responsible for implementing, maintaining
or supporting the IDS and FSS
Course Objectives
•Identify key programs and
their functions
•Utilize FPS in IDS
•Initialize and re-initialize processing
•Utilize DGS in IDS
•Identify the Deposits online and
batch posting flow
•Maintain and modify the system
utilizing user exits
•Discuss the FSS integration
•Utilize the delivered documentation
Demand Deposits Accounting (DDA) Functional
Duration - 5 days
Course Topics
•Process Control Data (PCD) for
integrated DDA
•New account processing
•Online inquiry and maintenance
functions
•Monetary transaction, payoff, interest,
driver and Insufficient Funds (NSF)/
overdraft processing
•Transaction History File (THF) processing
•Cross-company processing
•Regional and relationship pricing
•Service charge functions
•Interest processing
•Reporting
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Banking operations knowledge and
background
20
General Description
The Demand Deposits Accounting course
features a simulated banking environment.
Participants apply DDA functions to
open accounts and perform key inquiry,
maintenance, and other system functions.
Daily batch jobs are also processed for
verification and hands-on experience.
Audience
Application programmers, systems
analysts and end users who utilize,
implement and support the DDA system
Course Objectives
•Navigate effectively through the
DDA system
•Add, inquire and maintain accounts
•Add, inquire and maintain processing
control parameters
•Use interest, service charging, driver
processing, NSF/overdraft processing
and regionalization functions
•Discuss and analyze daily batch jobs
and reports processing
Demand Deposits Accounting (DDA) Technical
Duration - 5 days
Course Topics
•DDA databases
•Major Process Control Data (PCD) used
by DDA
•Online functions using Function
Processing System (FPS)
•Data gathering system
•DDA monetary posting flow
•Cross-company processing
•Regional and relationship pricing
•Service charging
•Interest processing, including matrix
and bonus interest
•Driver and selective extract processing
•DDA major batch procedures
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Umbrella programming, DDA Functional
21
General Description
The Demand Deposits Accounting
Technical course provides participants
with a technical examination of the
DDA functions: process flow diagrams,
database structures, and dynamic
environment processing. Function
Processing System (FPS) extensions
and major online and batch programs
are emphasized. Technical application
exercises are also used to reinforce the
critical technical knowledge requirements.
Audience
Systems analysts and programmers
responsible for implementing, maintaining
and/or supporting the DDA application
Course Objectives
•Identify key programs and their
functions
•Discuss the online and batch
posting flow
•Maintain and modify the system
•Access DDA data
•Utilize the Function Processing System
(FPS) and Data Gathering System (DGS)
•Investigate initialization/re-initialization
processing
•Utilize the delivered documentation
Time Deposit Account (TDA) Functional
Duration - 5 days
Course Topics
•Effective navigation through the
TDA system
•Process Control Data (PCD) for TDA
•New account processing
•Online inquiry and maintenance
functions
•Payoff/penalty, monetary transaction,
interest, maturity/renewal, portfolio and
retirement account processing
•Transaction history file processing
•Cross-company processing
•Reporting
•Regional pricing
Preferred Prerequisites
The Time Deposit Account Functional
course provides participants with an
understanding of the concepts critical to
the functional design and implementation
of time deposit accounts. A daily
processing environment is simulated so
participants can perform and practice the
various operational tasks. Random and
sequential batch job processing verify the
interest accruals and projections that are
input during the course. This course helps
to embed key knowledge and skill transfer.
Audience
Hogan Getting Started
End users and operations personnel who
utilize the functions and capabilities
provided by the TDA application
Prerequisites
Course Objectives
Banking operations knowledge
and background
22
General Description
•Add, inquire and maintain TDA
information
•Add, inquire and maintain processing
parameters using PCD
•Use interest renewal/maturity
processing, retirement account
processing, portfolio processing and
regionalization functions
•Discuss regional processing, crosscompany processing and reporting
Time Deposit Account (TDA) Technical
Duration - 5 days
Course Topics
•TDA databases
•Major Process Control Data (PCD) used
by TDA
•Integrated Deposits System (IDS) online
functions using Function Processing
System (FPS)
•Data Gathering System (DGS)
•TDA monetary posting flow
•Cross-company processing
•Interest processing, including matrix
and bonus interest
•Service charging
•Maturity/renewal processing
•Regional pricing
•Selective extract processing
•Major batch procedures
Preferred Prerequisites
Hogan Getting Started and TDA
Functional
Prerequisites
Basic Umbrella Programming
23
General Description
This Time Deposit Account Technical
course provides critical knowledge of the
major programs and processing flows for
both random and sequential processing.
Key concepts are presented, such as system standards, database structure,
dynamic environment processing, function
processing extensions, processing
parameters and job control language.
Technical application exercises are used
to reinforce the TDA technical knowledge
transfers.
Audience
Systems analysts and programmers
supporting the TDA application
Course Objectives
•Identify key programs and their function
•Define the random and sequential
batch flow
•Utilize FPS in the TDA system
•Maintain and modify the system utilizing
user exits
•Utilize DGS in the TDA system
•Process initialization and re-initialization
•Describe cross-company and
regional processing
•Discuss service charging, pricing and
interest processing
Financial Support System (FSS) Functional
Duration - 3 days
Course Topics
•Cycle Data System (CDS)
•Restraint System (RST)
•Outstanding Transaction Processing
(OTP) System
•Cross-company processing
•General Ledger Interface (GLI)
•Transaction Warehouse File (WHS)
•Currency system (CUR)
•Cross reference database facility (ICR)
•Payment system (PMT)
Preferred Prerequisites
Hogan Getting Started
Prerequisites
DDA Functional or TDA Functional course
24
General Description
The Financial Support System Functional
course provides an in-depth look at the
various FSS subsystems and how they
support the Hogan Integrated Deposits
System. This is a hands-on course that
applies key concepts through interactive
learning. The application exercises for FSS
are designed to reinforce key DDA and
TDA functions.
Audience
Business analysts and programmers who
support the FSS application
Course Objectives
•Discuss and use the different features
and functions of the FSS system (CDS,
RST, OTP, etc.)
•Add, inquire and maintain FSS data
•Identify transaction flow between FSS
and Integrated Deposits System (IDS)
•Define the general ledger interface
mechanics in relation to the client
business needs
Financial Support System (FSS) Technical
Duration - 3 days
Course Topics
•Cycle Data System (CDS)
•System Integration Management (SIM)
•Restraint System (RST)
•Cross-company Processing
•Outstanding Transaction Processing
(OTP)
•General Ledger Interface (GLI)
•Check Writing System (CWS)
•Name and Address System (NAF)
•Cross reference database facility
•Transactions warehouse facility
•Payment system
General Description
The Financial Support System course
provides an internal view of the functions
discussed in the FSS functional class.
Additionally, it covers the following
topics: processing parameters, database
architecture and the major programs of
the multiple FSS subsystems. The FSS
subsystems are the Transaction Warehouse
Facility, the General Ledger Interface, and
the System Integration Manager.
Audience
Prerequisites
Systems analysts and programmers
responsible for FSS
Umbrella Programming and FSS
Functional
Course Objectives
•Describe the flow of data through FSS
•Trace the program flow for batch
and online
•Identify application interfaces to the
Integrated Deposits System (IDS)
•Use FSS batch procedures
25
Integrated Loan Processing (ILP) Functional
Duration - 5 days
Course Topics
•Online, batch and report controls
•Lending policy review
•Support systems setup
•Loan setup
•Loan inquiries and maintenance
•Accrual, fee, delinquency, insurance
and transaction processing
•Rate change and billing processing
•Commitments and participation
processing
•General ledger interface
•Troubled debit financing
•Loan termination
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Working knowledge of loans operations
26
General Description
This course provides the participant
with an understanding of common
loan functions of the Integrated Loan
Processing system. Participants perform
hands-on exercises to reinforce the critical
knowledge and skills transfer.
Audience
Project leaders and loan operations
personnel whose responsibilities include
implementation and production of a loan
product within the ILP system. While
designed for the functional user, technical
personnel requiring functional knowledge
also benefit from the course.
Course Objectives
•Add, inquire and maintain borrower,
collateral and loans data
•Define use, add, inquire and maintain
processing parameters
•Maintain and discuss lending policy
•Review lifecycle of a loan including
setup, daily loans operations, troubled
debt maintenance and loan termination
Integrated Loan Processing (ILP) Technical
Duration - 5 days
Course Topics
•ILP system overview
•Logic controlling Process Control
Data (PCD) review
•Loan orientation: borrower
and collateral support, inquiry and
maintenance features
•Loan servicing: batch processing flow,
billing, payment processing, general
ledger, processing flow and
report data
Preferred Prerequisites
Hogan Getting Started
General Description
In this Integrated Loan Processing
Technical course, the participants are
provided with a thorough study of the
systems standards, architecture and
online and batch processes. Component
flow diagrams are used to reinforce key
system functions and ideas. Additionally,
the participants use hands-on, practical
exercises to assist the critical technical
knowledge transfer.
Audience
Systems analysts and application
programmers responsible for the
installation of the ILP product
Prerequisites
Umbrella Programming
Course Objectives
•Assimilate the ILP fundamental
technical architecture
•Explore technical aspects of ILP
subsystems
•Dissect key ILP processes online and
in batch
•Identify and discuss key orientation
and servicing ILP components
27
CAMS II Card & Merchant System Debit Card Functional
Duration - 4 days
Course Topics
•CAMS II system navigation
•CAMS II in the Hogan environment
and Customer Information System
(CIS) and Integrated Deposit System,
(IDS) integration
•Capabilities of the Function Processing
System (FPS)
•Cardholder Accounting Servicing
Subsystems (CASS) overview and
Transaction Editing and Routing
Subsystems (TERS) functions
•Account/plastic setup
•Plastic/Personal Identification Number
(PIN) maintenance
•Cardholder inquiries and maintenance
•Issue/reissue
•Lost/stolen tracking
•Letter and batch processing
•Management and operational reporting
•Authorization processing
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Debit card operations knowledge and
background
28
General Description
In this CAMS II™ Card & Merchant System
debit course, the emphasis is on debit
card functionality. Related application
subsystems are investigated along with
CAMS II system navigation techniques.
Participants learn how their business
organizations can be defined using the
processing relationship capability of
CAMS II. Interactive exercises exploit
full integration with the Hogan Demand
Deposits Accounting system.
Audience
Business analysts and programmers
supporting CAMS II debit cards
Course Objectives
•Add, inquire and maintain information
required for debit account setups
•Define, use, add, inquire and maintain
processing parameters using PCD
•Review selected application reports
•Discuss and work through issue/
reissue process, lost/stolen processing
and letter processing
CAMS II Credit Card Functional
Duration - 5 days
Course Topics
•CAMS II overview and administration
•Processing relationships and
control data
•Fees, finance charges and pricing
•Cardholder application and
transaction processing
•New account setup
•Control/detail accounts
•Authorizations
•Credit management
•Loyalty
•Cycle/billing/payments
•Plastic/Personal Identification Number
(PIN) management
•Financial claims
•Automatic chargeback
•General ledger interface
•System balancing
General Description
This comprehensive, functional course
focuses on the CAMS II Card & Merchant
System issuer functions, capabilities,
subsystems, terminology and process
control that are required for setting
up, maintaining and modifying specific
functions within the CAMS II application.
Special attention is provided to clientdefined keys and process relationships.
Participants navigate CAMS II to learn how
to optimize the features and functions for
their specific business needs.
Audience
Business analysts and programmers
supporting the CAMS II Issuer subsystem
for credit card use
Course Objectives
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Card operations knowledge and
background
29
•Identify CAMS II in relationship to issuer
card processing
•Discuss the general processing of
product definition and product pricing
of CAMS II
•Set up cardholder accounts and plastics
using Customer
Information System (CIS)
•Perform inquiry functions on cardholder
accounts, plastics, cardholder account
statements and cycle-to-date activity
•Define how loyalty processing and
financial claims operate withinCAMS II
CAMS II Card & Merchant System Acquirer Functional
Duration - 4 days
Course Topics
•CAMS II overview
•Processing relationships
•Euro currency
•Merchant Accounting and Servicing
Subsystems (MASS)
•Account setup, inquiry and maintenance
•System-wide, letter and control data
transaction processing
•Financial claims
•Merchant statement processing/billing
•Fraud reporting
•Settlement, collections and delinquency
•Historical Activity and Management
Reporting (HAMR)
•Customized merchant offerings
Preferred Prerequisites
Hogan Getting Started
Prerequisites
Merchant card operations knowledge
and background
30
General Description
This course addresses the detailed
functionality of the merchant processing
component of the CAMS II Card &
Merchant System. Participants learn
how to define processing relationships
and merchant hierarchies along with
the fundamentals of typical tasks of an
operations department. Navigation of the
system and hands-on exposure exercises
are emphasized in this course.
Audience
Business analysts and programmers
supporting CAMS II Acquirer
Course Objectives
•Navigate within CAMS II
•Integrate between CAMS II and
Customer Information System (CIS)
•Create and process product offerings
•Set up, add, modify, inquire and
maintain accounts
•Set up, modify and use Merchant
Hierarchies
•Create and maintain Process Control
Data (PCD)
•Identify CAMS II financial claims
•Analyze and discuss application reports
CAMS II Technical Support
Duration - 5 days
Course Topics
•Functional and technical orientation
•Research facilities
•Data architecture
•Online, control data and relationship
processing
•Client-defined keys
•Event tracker
•Rules engine
•Batch system flow
•Major subsystems
•System integration management
•Checkpoint restart
•Financial Support System (FSS)
General Description
The CAMS II Card & Merchant System
Technical course emphasizes the
fundamentals of the subsystems,
online and batch processing, and tools
associated with CAMS II. The standards,
conventions, database structures and
process control technologies are covered,
providing participants with the basis
for technical mastery of the CAMS II
application.
Audience
Systems analysts and programmers
supporting the CAMS II product
Prerequisites
Hogan Getting Started, Umbrella
Programming
31
Course Objectives
•Discuss the CAMS II technical
architecture and environment
•Use tools in support of technical
research
•Explore processing options within
CAMS II
•Understand the CAMS II usage of event
tracker and the rules engine
•Classify CAMS II online architecture
using the Function Processing System
•Define CAMS II technical relationship
with other support systems
Worldwide CSC Headquarters
North America
3170 Fairview Park Drive
Falls Church, Virginia 22042
United States
+1.703.876.1000
Asia
20 Anson Road #11-01
Twenty Anson
Singapore 079912
Republic of Singapore
+65.6221.9095
Australia
Level 6/Tower B
26 Talavera Road
Macquarie Park,
NSW 2113
Sydney, Australia
+61(0)2.9034.3000
Europe, Middle East, Africa
Royal Pavilion
Wellesley Road
Aldershot, Hampshire
GU11 1PZ
United Kingdom
+44(0)1252.534000
Latin America
Rua Alexandre Dumas, 2.200 – 7º andar
CEP 04717-004 - São Paulo/SP - Brasil
+55 11 5509.4800
About CSC
The mission of CSC is to be a global leader in providing technology-enabled business solutions and services.
With the broadest range of capabilities, CSC offers clients the solutions they need to manage complexity, focus on core
businesses, collaborate with partners and clients and improve operations.
CSC makes a special point of understanding its clients and provides experts with real-world experience to work with them.
CSC leads with an informed point of view while still offering client choice.
For more than 50 years, clients in industries and governments worldwide have trusted CSC with their business process
and information systems outsourcing, systems integration and consulting needs.
The company trades on the New York Stock Exchange under the symbol “CSC.”
About CSC in Financial Services
CSC provides mission-critical business solutions, consulting and outsourcing services to leading financial services firms
around the world.
We bring more choices to the industry. We help clients plan for business and technology change. We create software,
tools and processes to address specific business needs, and we continually enhance those solutions by collaborating with
an extensive network of client communities and technology partners.
Our global outsourcing operations give us real-world insight into business and IT processes that deliver the best results for
our clients. More than 1,200 major banks, insurers, and investment management and securities firms rely on the experience,
ingenuity and leadership of more than 10,000 CSC employees focused on financial services.
www.csc.com
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