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T24 T R A I N I N G C A T A L O G

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T24 Training Catalog 2020

INTRODUCTION

ITSS is very proud to present its 2020 T24 training catalog and to share its knowledge and expertise on T24 through a full range of courses given by worldwide renowned and highly specialized T24 experts. Courses cover both functional and technical aspects of the T24 banking system. All courses are limited to 10 attendees per session.

ITSS offers both standard and tailored courses. For tailored courses, we would be pleased to further considerate your request and we invite you to contact us using the details given on the front page of this catalog.

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Contents

T24 – AA CORE 5

T24– AA LENDING 6

T24– AA DEPOSITS 7

T24– INTRODUCTION 8

T24 – CORE SYSTEM 9

T24 – FUNDS TRANSFER 10

T24 – CREDITS 11

T24 – TREASURY 12

T24 – SECURITIES CORE SYSTEM 13

T24 – SECURITIES BACK- AND MIDDLE-OFFICE OPERATIONS 14

FINANCIAL ACCOUNTING AND REPORTING FOR T24 15

INTRODUCTION TO JBASE™ 16

INTRODUCTION TO JBASE BASIC 17

JBASE BASIC: ADVANCED 18

T24 – ADMINISTRATION 19

T24 – 2NDLEVEL SUPPORT TRAINING 20

T24 – CONSULTANT TRAINING 21

T24 TEMENOS WEB SERVICES 22

T24 DELIVERY 23

T24 SECURITY MANAGEMENT SYSTEM 24

T24 OPEN FINANCIAL SERVICES 25

T24 COB MANAGEMENT 26

T24 BROWSER CUSTOMISATION 27

T24 UPGRADE TRAINING 28

T24 DEVELOPER TRAINING 30

T24 UXP TRAINING 33

DIRECT CONNECT DRIVER ORACLE 34

TAFJ 35

BUSINESS EVENTS MANAGEMENT 36

PROCESS WORKFLOW 37

FINANCIAL CRIME MITIGATION (FCM) TECHNICAL 38

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TEMENOS PAYMENTS HUB (TPH) 39

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T24 – AA Core ¨ Code:C-T24-AAC-1 ¨ Duration: 3 Days ¨ Course overview: This interactive course will give delegates excellent knowledge and strong

assurance in T24 via the fundamentals of AA Core which is basic of Lending/Deposits/Accounts functionality

¨ Objective: To Introduce the AA Core AA Core Infrastructure on which the rest of AA

functionality is built ¨ Target audience:

§ Any team who will be using AA along with IT ¨ Course pre-requisites:

§ No ¨ Description:

§ Concept/Creation of Product Line § Concept/Creation of Property Classes and Properties in AA § Different Property classes supported in AA § Concept/Creation of Product Group § Concept/Creation of Product Conditions § Concept/Creation of Product Creation § Concept/Creation t of Activity Classes and Activities § Concept/Creation of Products § Link between in Product and Arrangement § Concept of Allocation Rule, AC.EVENT § Introduction about Simulation and Reverse/Replay

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T24– AA Lending ¨ Code: C-T24-AAL-1 ¨ Duration: 5 Days ¨ Course overview: This interactive course will give delegates excellent knowledge and strong

assurance in T24 via the functionality offered by the AA Lending Module. ¨ Objective: Train the participants on in Lending functionality offered by AA Module ¨ Target audience: Any team who will be using AA along with IT. ¨ Course pre-requisites:

§ Should have attended the AA Core Session ¨ Description:

§ Quick overview about the Lending Product Line § Quick overview on the Property Classes used by Lending Product Line § Concept/Creation of Properties for Loan Products § Concept/Creation of Product Conditions for Loan Products § Functionality supported by each activities used by Lending Product Line § Creation of Arrangements against a Loan Products § Different Repayment methods § Settlement Methods § Concept behind the Delinquency supported in AA § Simulation and Reverse Replay functionality with respect to Lending § Quick introduction of Migration of Loans from Legacy § Enquiries Available as part of T24 Model Bank § Concept of Accounting Entries with respect to AA Loans § Concept behind Balance Type in AA, Link between Balance Type and T24 Reporting § Concept of Suspension in AA Loans

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T24– AA Deposits ¨ Code: C-T24-AAD-1 ¨ Duration: 3 Days ¨ Course overview: This interactive course will give delegates excellent knowledge and strong

assurance in T24 via the functionality offered by the AA Deposits Module. ¨ Objective: Train the participants on in Deposits functionality offered by AA Module ¨ Target audience: Any team who will be using AA along with IT. ¨ Course pre-requisites:

§ Should have attended the AA Core Session ¨ Description:

§ Quick overview about the Deposits Product Line § Quick overview on the Property Classes used by Deposits Product Line § Concept/Creation of Properties for Deposit Products § Concept/Creation of Product Conditions for Deposits Products § Functionality supported by each activities used by Deposits Product Line § Creation of Arrangements against a Deposit Products § Different methods of funding the Deposit Arrangement § Simulation and Reverse Replay functionality with respect to Deposits § Deposit Rollover § Quick introduction of Migration of Deposits from Legacy § Enquiries Available as part of T24 Model Bank § Concept of Accounting Entries with respect to AA Deposits § Concept behind Balance Type in AA, Link between Balance Type and T24 Reporting

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T24– Introduction

¨ Code: C-T24-INT-1

¨ Duration: 4 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in T24 navigation via desktop, menus, version, enquiries, SMS and system tables.

¨ Objectives: To introduce future T24 users to the management and use aspects of T24.

¨ Target audience:

§ New T24 super-users and users

¨ Course pre-requisites:

§ N/a

¨ Description:

§ Navigation in T24 using T24 Browser § Creation of Menus and Sub menus § Screen designing using Versions § Creation of Local Reference Fields § Basic system tables linked to the CUSTOMER and ACCOUNT applications § User profile setup § Setup of USER.SMS.GROUP § Security Management System (SMS) § Override Processing § Understanding of Errors and Overrides in T24. § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Core system

¨ Code: C-T24-COR-1

¨ Duration: 4 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in T24 – core system, which is the parameterisation basis for T24. Functionality and purposes of all system parameters for conditioning interest, commission, charges, taxes, etc. are explained. This course also includes the main system tables, customer and account files and the Data Capture module.

¨ Objectives: To identify and understand the core elements of T24 that have a major importance for designing and building the system. Also to be able to use the Data Capture Module.

¨ Target audience:

§ T24 super-users and users requiring knowledge for an optimal system parameterization


§ T24 – Introduction

¨ Description:

§ Core elements of T24 including: § Setup of Interests in T24 § Setup of Commissions and Charges via parameters § Setup of Account statements and frequencies § Understanding system tables such as Currency, Country, Language, Category, Sector,

Industry

§ Customer file that is in fact the counterparty/relation file § Account file (financial Client and Bank accounts and internal accounts) § Data Capture module parameterization and how to use it efficiently § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Funds transfer

¨ Code: C-T24-FT-1

¨ Duration: 2 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in types of payments, correspondents, accounts, related files, Telex and S.W.I.F.T., Delivery and standing orders.

¨ Objectives: To obtain the knowledge of the T24 – Funds transfer application, its functionality and operations.

¨ Target audience:

§ T24 users new to the Funds Transfer application, or § Existing users requiring a comprehensive understanding of the application


§ T24 – Introduction § Knowledge of Funds Transfer products is assumed

¨ Description:

§ Various Payment types: Inward, Outward focusing on S.W.I.F.T. and telex § Operation, purpose and functionality of the Nostro and Agency files concerning

Correspondent banks § Setting up either Flat or Percentage type charges § Setting up Standing Orders with Fixed amount, Fixed frequency and Account Sweeps § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Credits

¨ Code: C-T24-CRD-1

¨ Duration: 5 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in Loans & Deposits, Limits and Collateral, Miscellaneous Deals modules.

¨ Objectives: To obtain the knowledge and practice of these T24 applications, which include their functionalities and operations.

¨ Target audience:

§ T24 users working in the Credits section and risk control


§ T24 – Introduction § Knowledge of Credit Products is assumed

¨ Description:

§ Purposes, functionalities and parameterisations for Loans and Deposits module which include events/schedules and various products such as commitments, drawings, discounted loans and deposits, annuity

§ Setting up Limits and Collateral § Creating variable Limits by linking Collateral to Limits § Purposes, functionalities and parameterization for Miscellaneous Deals modules § Relevant Enquiries and Reports for all modules § Workshops are included in this course and delegates will gain in practice since practice makes

perfect

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T24 – Treasury

¨ Code: C-T24-TRE-1

¨ Duration: 5 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in T24 – Treasury Management which includes Money Market, Foreign Exchange, Capital Swaps, FRAs and Position Management application.

¨ Objectives: To obtain the knowledge and practice of these T24 applications, which include their functionalities and operations.

¨ Target audience:

§ New T24 users who are required to use the above applications


§ T24 – Introduction § Knowledge of Treasury Management and Product is assumed

¨ Description:

§ Applications § Money Market § Foreign Exchange § Capital Swaps § FRAs § Position Management application

§ Parameter tables § Types of transactions including their implications on Treasury Management § Revaluation methods for Forex, capital swaps and FRAs, as well as all enquiries and reports

available for these applications § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Securities core system

¨ Code: C-T24-SEC-1

¨ Duration: 5 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in the setup of basic parameter tables and applications, the creation of Client and Bank portfolios, and the creation of brokers, depositories and counterparties.

¨ Objectives: To fully understand the T24 – securities core system, its basic parameter tables, static data and function within the T24 System.

¨ Target audience:

§ T24 – Securities new or existing users who require an in-depth and comprehensive understanding of the core Securities Module.


§ T24 – Introduction § Good knowledge of the securities business is assumed

¨ Description:

§ T24 setup of security master file including related tables (asset types, price updates, stock exchange, margins, coupons, interest, trading units, ratings)

§ T24 setup of customers, counterparties, brokers and depositories § T24 setup of client and own book portfolios including related tables (account officers,

investment programs, managed accounts, categories) § T24 setup of basic tables linked to type of clients, and all securities transactions and

operations § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Securities Back- and Middle-Office operations

¨ Code: C-T24-SEC-2

¨ Duration: 5 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in inputting, executing and completing all types of securities transactions for the customer and the Bank, in setting-up margin rates and commissions, settlements standards, security transfer and corporate actions functionalities.

¨ Objectives: To fully understand the T24 mid and back-office applications, its basic parameters tables and its functionalities.

¨ Target audience:

§ New or existing T24 – Securities user who requires an in-depth and comprehensive understanding of the securities middle and back-office operations


§ T24 – Introduction § Deep knowledge of the securities trading and back-office business, including securities

administration, corporate actions and securities transfers is assumed

¨ Description:

§ Input of individual and bulk orders for the bank and its customers: § all types of orders § all types of securities

§ Execution and completion of open orders: § constraints § special instructions

§ Setup of limits and collaterals § Setup of transaction fees and commissions § Setup of settlement and delivery standards including S.W.I.F.T. messages and prints § Setup of securities administration tables and applications § Taxation

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Financial Accounting and reporting for T24

¨ Code: C-T24-FIN-1

¨ Duration: 5 days ¨ Course overview: This interactive course introduces participants for the first part to the T24 –

Financial Accounting System, including details of entry generation, consolidation keys, Consolidated Reporting Base and internal accounts. The second part includes details for specification functionalities and their utilization in producing Balance Sheet, Asset and Liability and Profit & Loss reports from the underlying Contracts and Accounts activities within T24.

¨ Objectives: To fully understand the T24 – Financial Accounting- and Reporting system. To practice the Consolidated Reporting Base using all reporting tools.

¨ Target audience:

§ T24 users (accountants) who are required to use or maintain the Financial Accounting system § Participants who are preparing to introduce new business or applications onto an existing

T24 system; this will help them to consider the full implications of new financial reporting requirements, before they start using the new module


§ T24 – Introduction § Knowledge of T24 – Applications as well as knowledge of accounting is assumed

¨ Description:

§ T24 – Financial Accounting System, including details of entry generation, consolidation, Asset & Liability and Profit & Loss keys, update timings, linking entries to the Consolidated Reporting Base

§ Setup and use of Internal Accounts and Profit and Loss “Accounts” § T24 – Financial Reporting facilities, including Report Headers, Columns and Line

elements, Asset types and accruals. Definition of all kind of financial reports such as Asset & Liability- and Profit & Loss reports

§ Workshops are included in this course and delegates will gain in practice since practice makes perfect

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Introduction to jBase™

¨ Code: C-T24-JBA-1

¨ Duration: 4 days

¨ Course overview: This interactive course will give the delegates excellent knowledge and strong assurance in jBASE™, environment variables, administration utilities, T24 structure and important files, printer setup in jBASE™, T24 upgrade and patch releases.

¨ Objectives: To fully understand jBASE™ and its utilities for administration and usage purposes

¨ Target participants:

§ IT users § Programmers § Administrators



¨ Description:

§ Introduction to jBASE™ § T24 structure and important files § Environment variables in jBASE™ § File structure and file maintenance in jBASE™ § jBASE™ Utilities § Printer configuration and setup § Navigation in a Character user Interface (Putty / Reflection/TeraTerm) § Close of business (COB) Process in T24 / Backup / Error handling in COB § T24 release and Patch installation § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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Introduction to jBASE Basic

¨ Code: C-T24-INF-1

¨ Duration: 5 days ¨ Course overview: This interactive course will give delegates excellent knowledge and strong

assurance in jBASE BASIC programming including use of jBASE editor, compiling and catalog of code, instructions and debugging.

¨ Objectives: Equip course participants to jBASE BASIC programming aspects and T24-related programming.

¨ Target audience:

§ T24 – Technical Programmers

¨ Course pre-requisites


¨ Description

§ First jBASE BASIC program § Compilation § jBASE BASIC editor § Variables, functions and statements § Programs flow instructions § Data files access § Inter-programs communication § Execute Operating-System level commands from jBASE™ BASIC programs § Debugging jBASE™ BASIC programs

T24: § Fundamentals § Files and File Handlers § Introduction to common Insert and Equate files § Use of Common Variables § Write simple jBASE™ codes and compile and execute subroutines § Use of PGM.FILE and REPORT.CONTROL § Report routines

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jBASE BASIC: Advanced

¨ Code: C-T24-UBC-2

¨ Duration: 5 days

¨ Course overview:This interactive course will give delegates excellent knowledge and strong assurance in T24 programming including all types of enquiries and versions.

§ Objectives: To equip course participants with advanced jBASE™ BASIC programming

knowledge for T24.

¨ Target audience:

§ T24 – Technical Programmers


§ T24 – Introduction § Introduction to jBASE™ BASIC

¨ Description:

§ Overview of jBASE™ BASIC programming for T24 § Designing customized Enquiries § Design Screen layouts using Versions § Creation of NOFILE enquiries in T24 (requires programming knowledge) § Delivery and Close of business subroutines § Setup and configure T24 Toolbox § Create Versions / Enquiries using T24 Toolbox § Workshops are included in this course and delegates will gain in practice since practice

makes perfect

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T24 – Administration

¨ Code: C-T24-ADM-1

¨ Duration: 4 days

¨ Course overview: This interactive course will give delegates excellent knowledge and strong assurance in T24 administration tasks including managing and navigating around T24 and its underlying database ( jBASE™). A look into how close of business is configured and run in T24 using T24 multithread services.

¨ Objectives: To equip course participants with administrative knowledge of T24.

¨ Target audience:

§ T24 – Administrators


§ T24 – Introduction § Introduction to jBASE™

¨ Description:

§ jBASE™ elements for the course § T24 directory structure and important files § Navigation in character user Interface (Putty/Reflection/TeraTerm) § Introduce BATCH application in T24 § Setup of T24 services § Logging in T24 when Close of business is run § Batch processing (backups, restores, journals, phantoms…) § Creating jBASE™ files § Improving jBASE™ performances § Data Library parameterization (DL.PARAMETER setup) § Using of data library in T24 using DL.DEFINE § Use of EBS.AUTO.FUNCTION for faster updates of records § Upgrading T24 and installing patches

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T24 – 2ndLevel support training

¨ Code: C-T24-SUPP-1

¨ Duration: 5 days

¨ Course overview: The topics covered by the training are Layers on T24, their functions, monitoring logging and debugging. The COB related topics like services, agent, triggering COB, monitoring COB, COB tools performance diagnosing. Introduction to Delivery systems, Oracle configuration, multithreading structure are also covered.

¨ Objectives: The training is aimed to provide the technical knowledge required to ensure the 2nd

level support position.

¨ Target audience:

§ T24 – 2nd level support team


§ T24 – Introduction § jBASE™

¨ Description:

§ Monitoring: T24 – Architecture, Web Server, Browser

§ Logging § Response time information: Connector –

TCServer, § Log files § TC Monitor: jBASE § Log files § Jutil_ctrl § WHERE § SHOW.ITEM.LOCKS § J4 File Size § Mw42 (My WHERE) § SPOOLER: AIX, T24 § Protocol § Active Users § User Reset § Token and Record Locks § EB.PHANTOM

§ Close of Business: Running COB in the background, Checking the status of the tSM and tSAs, Running COB in debug mode, Monitoring the COB, Stopping the COB, COB Reports

§ Monitoring § Lock Collisions § jEDI Driver log § mw42, Oracle § Configuring OEM (Enterprise Manager) § AWR report § Database size § Indexes § LOB § LOBINDEX § Redo Logs § Top 10 table information

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T24 – Consultant training

¨ Code: C-T24-CLT-1

¨ Duration: 60 days

¨ Course overview: The course will cover all the technical aspect of a T24 environment. In order to provide a better understanding of the workflows implemented in T24, the course cover also basic business areas.

¨ Objectives: Training people who have no or little previous experience on T24 to become

developers directly operational in a real development environment.

¨ Target audience:

§ Software developer who want to work on T24 environment § Business people who want to learn the technical bases of T24


§ Basic software programming knowledge

¨ Description:

§ Introduction to General Banking § Introduction to Systems § Introduction to Software Programming

Concepts § Operators, Control & Conditional

Statements like Case, IF, Loop and FOR etc..

§ Introduction to Jbase § Account, Files, Variables, Commands,

Functions, Editor § Basic Programming and JBASE § Dictionary & Data File Maintenance § Screen & File Management § Programming Concepts, Compilation,

Execution § Introduction to Software Products § General Architecture, Features and Purposes § Introduction to T24 § Features, Facilities and Navigation § Modules & Applications

§ Company, User Groups, User, Menus, Abbreviation, Funds Transfer, Local.Table, Local Reference, Version, Enquiry, EBS.AUTO.FUNCTION,

§ Application Development & Incorporation in T24

§ Creation of Versions, Enquiries & Routines, NO.FILE Enquiry, AC Entries, OVERRIDE messaging

§ T24 – Functional - Account, Customer, Currency, Data

Capture, Funds Transfer - Teller, Forex, Money Market & Loans &

Deposits - Limits, Delivery, COB - Study Securities

§ Personal project

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T24 Temenos Web Services

¨ Code: C-T24-TWS-1

¨ Duration: 1.5 days

¨ Course overview: This course will give participants the technical knowledge to SOA enable T24

using TWS .net/java

¨ Objectives: Training on Temenos T24 Web Services

¨ Description:

§ Equip participants with adequate knowledge to understand TWS.net, TWS.java, TWS Composer

§ Equip participants with adequate knowledge to Install and configure TWS .net Install and configure TWS java Use TWS Composer to create web services

§ Equip participants with adequate knowledge to work on TWS Composer TWS .net and java

§ Understanding Web services (optional) § Introduction to web services in general § Understanding T24 business operations & services & defining them. § Install and configure TWS java § Create and Deploy a Web service § Test using SOAP UI § Install and configure TWS .net

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T24 Delivery

¨ Code: C-T24-DEL-1

¨ Duration: 2 days

¨ Course overview: This course will give participants the knowledge of the delivery subsystem in

T24. Enables the participants to configure delivery advices, configure and also print it. Delivery advices can also be setup for various carriers. Setup of deal slips in T24

¨ Objectives: Training on the delivery subsystem of T24 and understand the various message

types.

¨ Description:

§ Understanding Delivery subsystem in T24 § Delivery setup and configuration § Difference between Deal slips and Deliveries § How the various Delivery tables are linked and actual delivery flow § Various mapping of Delivery related tables § Personalise Delivery message according to Client specifications § Understanding the DE.O.HEADER application § Understanding DE.MESSAGE, DE.MAPPING, DE.CARRIER, DE.PRODUCT applications and its linkage § Learn about new delivery message Carriers (PRINT / SWIFT / SMS / E-Mail) § T24 delivery related Services and List files § Rerouting of Delivery messages / HOLD of Delivery messages / Deleting Delivery Messages § Troubleshooting of Incorrect Delivery Messages (Explaining of Repair and Resend process) § Understand Browser / Desktop differences in T24 Architecture § Understand Browser / Desktop differences in T24 Architecture § Workshop to generate an Outward Delivery message using a T24 application § Difference between Outward and Inward Messages § Deal slip setup in T24 § Configuration and linking of various tables for setup deal slips for any module in T24 § Workshop to produce custom deal slips and link it to any transaction in T24

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T24 Security Management system

¨ Code: C-T24-SMS-1

¨ Duration: 1 day

¨ Course overview: This course will give participants the knowledge of how to have security

management system in T24. Insight into how USER profiles are created. Grouping of user privileges. How Overrides are setup in T24. Brief knowledge of DISPO processing and its related applications.

¨ Objectives: Training on security management system in T24 along with override module.

¨ Description:

§ Understand how security is managed in T24 § Understanding USER and USER.SMS.GROUP application § Creation of a User profile § Workshop to setup SMS at company level, application level, function level § Language based attributes setup in USER profile § Understanding PASSWORD.RESET application § Password rules setup § Activation and deactivation of USER profile in T24 § Configure OVERRIDE module in T24 § Learn the different ways to configure Error messages § Learn how PROTOCOL file is updated for security issues. § Workshop on OVERRIDEs and EB.ERRORS usage

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T24 Open Financial Services

¨ Code: C-T24-OFS-1

¨ Duration: 3 days

¨ Course overview: This course will give participants the knowledge of Open Financial Services

in T24.

¨ Objectives: Training on the OFS module of T24 and understand the various messages being sent from T24 to other external systems and also from other systems to T24. Here the participants will learn how to configure the applications related to OFS and Phantoms and also about T24 service related table.

¨ Description:

§ Understand the OFS.SOURCE and EB.PHANTOM application § Setup of the above two tables in T24 § Various types of OFS modes § Introduction to BATCH mode § Learn about OFS message syntax § Understand various OFS header message tags § How to process a successful OFS message in T24 to update a T24 application § Understanding OFS.REQUEST.DETAIL log file § Understanding GLOBUS mode § Understanding TELNET mode § Learn about all responses that are received. § Understand how enquiries can be processed using OFS § Update multi value / Sub value / Assoc multi value field / Local ref fields using OFS § Troubleshooting of OFS message § Special way to update Forex and Loans and Deposits application are updated in T24 using OFS § Understanding OFS.POST.MESSAGE

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T24 COB Management

¨ Code: C-T24-COB-1

¨ Duration: 2 days

¨ Course overview: This course will give participants the knowledge of Close of Business

Services in T24.

¨ Objectives: Training on the close of business operations in T24 and understand the various stages involved in executing, maintaining and troubleshooting of Errors encountered during COB. Here the participants will learn how to configure the tables related to COB and Phantoms along with other T24 services and its corresponding table.

¨ Description:

§ Understand BATCH application in T24 § Various stages in COB § Understand about T24 Services § Multithreading in T24 § Understanding various components of MT subroutines § Setup of COB Services § Setup of Online Services § Difference between online and Cob service § Pre and Post checks in COB § Execution of COB § Troubleshooting in COB § Understanding COB with respect to Non Stop processing § Demo of how COB is executed in the clients test environment § Tools used to monitor COB § Understanding locks that may happen during COB § Browser Customization § Understanding the &COMO& log directory § How to approach COB related problems efficiently and swiftly § Learn about the interaction with Support staffs with Temenos or other vendors

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T24 Browser Customisation

¨ Code: C-T24-BRCUS-1

¨ Duration: 3 days

¨ Course overview: This course will give participants the knowledge of T24 Customisation.

¨ Objectives: Training on all the Customisation aspects in T24 help the trainees to perform local

customisation to all the Browser related Version / Enquiries. Gives in depth knowledge into the setup and configuration of T24 toolbox in creating complex composite screens.

¨ Description:

§ Evolution of T24 Architecture § Understand message flow in Browser § Understand Browser / Desktop differences in T24 Architecture § Browser Installation , setup and configuration § Deploy T24 Browser on JBOSS App Server using various J2EE standards § T24 Browser help text configuration § Change the look and feel of T24 Browser screen ( Heading / Colours / Logos / Display / Skins) § Understanding Browser logging § Creating Versions in T24 § Linking various tabs to the same version - Associated Versions § See how the REKEY functionality works § Linking Versions to Enquiries § Making highly efficient enquiries using T24 Toolbox § Creation of Tabbed Screen using Toolbox § Creation of Composite screens using Toolbox § Enquiries in T24 § Display of Charts and Graphs in T24 enquiries § Creating Browser Tools and Browser Toolbars § Advance Enquiry features ( Images / FASTPATH / XML downloads / New Attributes / Multi book ) § Third party URL integration directly from Browser UI § Configure and create new DEAL Slips in T24 § Customisation of BROWSER.TOOLS and BROWSER.TOOLBARS in T24

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T24 Upgrade Training

¨ Code: C-T24-UPG-1

¨ Duration: 2 days

¨ Course overview: This course will give participants the knowledge of the technical aspects of a

T24 upgrade.

¨ Objectives: Training on all the relevant things that needs to be catered to in order for the bank to perform a T24 upgrade. An insight into the various changes that needs to be addressed during upgrade process is discussed. Differences between a Globus Desktop and T24 Browser is explained. Explains the new T24 architecture and its feature with respect to reliability, flexibility and scalability. This course is intended for people who have already worked in T24 and know the basics of writing code and customisation with respect to Version and Enquiries.

¨ Description:

§ Understanding Browser Front end as a thin client § Latest T24 Architecture and its efficiency of Temenos Desktop § Customisation and Branding using T24 Browser § Benefits of T24 browser over Globus Desktop § How use of Composite screen / Tabbed Screen are efficient in Browser § Enquiry related Enhancement § Editable Enquiries / Charts / Graphs in T24 § Interaction with App Server and Desktop using AJAX § Easy Branding option using Cascading style sheets § Centralized configuration and zero deployment § Version / Enquiry field alignment § Local Code changes required for Browser front end § Handling of Errors and Overrides in Browser § Changing of Field level validations to cross validation § HOT field / HOT Validate concepts for T24 Browser § Removal of INPUT / CRT / PRINT commands from Subroutines § Efficient use of core APIs like F.READ / F.WRITE / F.DELETE § Learn about how Transaction management is addressed efficiently

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§ Multithreading in T24 § Convert single thread to multi thread routines § Workshop to write a single thread and later convert to multi thread and run it as Service § Use of EB.LOOKUP table § Use of EB.API table for Versions § New Template Changes which is componentized § New APIs like CACHE.READ and also for reading PARAMETER files § Multi local field data access using MULTI.GET.LOC API § Learn how EB.DEV.HELPER is used to create Components for Applications § OFS related changes for new Templates

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T24 Developer Training

¨ Code: C-T24-DEV-1

¨ Duration: 40 days

¨ Course overview: This course will give participants the knowledge of the technical aspects of a

T24. Mainly this course is a combination of all the areas of T24 from the presentation layer to the Database layer.

¨ Objectives: Training on all the relevant things that needs to be catered to in order for the bank to

be able to handle the T24 system. This course will be useful for participant who are fresher and who are intended to use the T24 system for daily use and create local developments based on the banks needs. The training will teach almost all the T24 technical subject that any developer will have to go through from all angles especially with Database, Browser , Frontend Screens, Close of Business, Utilities, Performance of the system, handling of various Interfaces and interface programming, Use of delivery system and T24 Services.

¨ Description:

Day 1 Day 2

Welcome - Company Introduction and Training Programme highlights. Current T24 Architecture and how it evolved from earlier releases.

Introduction Look into the Core Parameter Tables - USER , COMPANY , DATES Look into the Core Parameter Tables - SPF, PGM.FILE, FILE.CONTROL, HOLIDAY Browser Navigation, Installation of Putty / Tera Term Browser Navigation, Functions, jboss directory structure, Important files in App Server

Day 3 Day 4 Day 5

Introduction to jBASE Database and jBASE directory Structure Key Environment variables used in jBASE and use of JED Editor

jBASE and Introduction

Different jBASE file types, Locking in jBASE, jBASE Administration Utilities, Compiling, Catalog, Executing and Debugging Process

jBASE Programming - use of OPEN, READ, WRITE and Sequential File Access. Basic T24 Programming - Use of OPF() , F.READ(), F.WRITE(), EB.READLIST() T24 Programming - Looping and Control Structures

Day 6 Day 7 Day 8

Introduction to Version in T24 Creation of Associated / Next Versions. Field manipulation T24 Versions /

Enquiry Use of HOT Field and HOT Validate ] NOINPUT, NOCHANGE , Mandatory field in Versions Introduction to Enquiries in T24 Drilldowns, Context Based, NOFILE, Build / Conversion Routines in Enquiries FASTPATH Enquiries

Day 9 Day 10 Day 11

Learn use of COMMON Variables in T24 Writing Version Routines

Browser Writing Version Routines

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Customisation Learn to create NOFILE Enquiries in T24 Writing Enquiry Routines T24 Enquiry Customisation, Exporting Enquiry data

Day 12 Day 13

Creation of USER Profile, USER.SMS.GROUP Setup of PASSWORD Rules, Resetting of User Passwords and Company Change Process

T24 SMS Setup of OVERRIDE processing in T24 Understanding the PROTOCOL file Use of EB.ERRORS, Setup of Override and Errors in different language Conversion of Overrides to Errors, Dispo Processing files

Day 14 Day 15

Creation of Abbreviations in T24 Creation of Menus and Sub Menus, Setup of AUTO.ID.START for Application

T24 Utilities Understanding the LOCKING Table, Using LOCAL.TABLE and LOCAL.REF.TABLE Validation for Local fields ( Multi value / Sub value) and Linking to other Core Applications Packing Data Units in T24 using DL.DEFINE and DL.PARAMETER Setup of Dealslip in T24

Day 16 Day 17

Need for Archiving in T24 T24 updates

T24 Utilities Installing a Service Pack Learn of EBS.AUTO.FUNCTION Installation and Configuration of T24 Toolbox Create Sample Versions, Enquiries , Composite Screens using T24 Toolbox

Day 18 Day 19

Understanding T24 delivery sub system in T24 Setup and Configuration of Delivery Module

T2 Delivery Differentiate between use of Delivery and Deal slips in T24 Flow and Generation of Delivery Outward Messages Understanding Mapping and Services related to Delivery Module Learn about various Delivery Carriers, DE.PRODUCT for routing and Inward Delivery

Day 20 Day 21

Introduction to Close of business in T24 Differences between EOD and COB

T24 Close of Business Understanding BATCH application and various Stages

Create, Configure and Execute TSA Services Difference between Phantoms and TSA Services Demo of TSA Services, Backup Data and Run COB in Localhost environment

Day 22

Introduction to multi-threading in T24 Learn about .LOAD , .SELECT and Record Routines

T24 Multi-threading Understand difference between Single Thread and Multi Thread Subroutines

Create Single Thread Suborutine and Execute Convert the same Single Thread Suborutine to Multi Thread Understand bulking , Filters, CONTROL LISTs and Select Ahead in Multi Threading

Day 23 Day 24 Day 25 Day 26

Introduction to Open Financial Services (OFS) Setup of OFS.SOURCE and EB.PHANTOM

T24 OFS Various OFS modes - BATCH , TELNET , SESSION , GLOBUS OFS Message Formats and Syntax, Understand Logging Process in OFS

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Troubleshoot OFS messages to update T24, Special feature, Inter application calls OFS Post Message and OFS related Services

Day 27 Day 28 Day 29

Customisation of Browser using browser related application BROWSER.TOOLS BROWSER.PARAMETERS, BROWSER.PREFERENCES, EB.ATTRIBUTES, BROWSER.TOOLBAR

T24 Browser Customisation Configure Help in T24 Browser Customising Browser skins and T24 Helptext Printing options in Browser Common Issues and T24 Browser Logs

Day 30 Day 31

Introduction to TOCF (EE) Agent Architecture T24 TOCF (EE) JMS Architecture Setup and configuration of various jBOSS files for Browser Installation Create Secure document download using JMS architecture Configure multiple environments in a single T24 Server


Introduction to Template Programming in T24 How applications work in T24, Core applications and Table involved T24 Template Programming Understanding the various Core APIs and Common Variable for use in Template

Create Sample Template using the Core API Understanding TEMPLATE Flow Understanding the various stages involved in the life cycle of a Template


Setup of Validations for fields used in Template Setup of Overrides in the Template T24 Template Programming Setup of Local Ref fields

Setup of Accounting in the Sample Template EB.LOOKUP setup and configuration Understanding Transaction boundaries, Understanding older Templates

Day 38

Introduction to Oracle Database Oracle architecture

ORACLE / DCDO Installing and connecting to Oracle

Data Storage T24 use of Oracle Database jEDI Driver connectivity, Understanding Oracle Driver Logs

Day 39 Day 40

Introduction to WebServices in general WebServices in T24 and its advantages over traditional methods of access

Temenos WebServices Install and Configure various components of WebServices using Eclipse Editor

Understand all built in T24 WebServices Create and deploy a WebService Test the WebService using SOAP UI

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T24 UXP Training

¨ Code: C-T24-UXP-1

¨ Duration: 5 days

¨ Course overview: This course will give participants the knowledge of the various software

components that make up the development and runtime environment for an UXP application. This course will make the participants understand the basic concepts involved in UXP with respect to creation of new applications and rules that need to be adhered to when using the product.

Objectives: Training on UXP will help the participants to gain knowledge on developing new applications and integrate it with PC, mobile and Tablets devices.

¨ Description: § Create basis for applications § Update of data store and lists § Creation of customisable screen with built in data type § Creating new data types § Generating rules § XML Integration § Use of web services § Component creation § Language maps § Extensive workshops are included for all the above topics

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Direct Connect Driver Oracle

¨ Code: C-T24-DCDO-1

¨ Duration: 2 days

¨ Course overview: This course will give participants the knowledge of the working of the Direct

connect driver and the conversion process. Here we deal with the setup and installation of the oracle driver along with the configuration and logging activities that the driver can offer.

Objectives: Training on the Oracle connect driver should help the consultants to setup a T24 environment with an Oracle driver when the database used is Oracle. Drivers are required only when the database is not jBASE and specific drivers are required for specific databases to connect to T24. This driver is used for Oracle 11g. Both stubbed and stub-less architecture is taught as part of this training. We also deal with the execution of the conversion process involved.

¨ Description: § Setup and Installation of the Oracle driver § Stub-less architecture § Insight into the conversion process § Learn about Views, Indexes and Query Analysis § Oracle 11g support features. § Workshops are included as part of this course

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TAFJ

¨ Code: C-T24-TAFJ-1

¨ Duration: 3 days

¨ Course overview: This course will give participants the knowledge of the working on a TAFJ

environment of T24 and how TAFJ environments are setup along with the Installation process.

Objectives: Training on TAFJ mainly deals with the setup and installation of the TAFJ on T24. At the end of the course a consultant will be equipped to work, explore and understand about a TAFJ environment and its benefits over a TAFC environment. Eclipse will be used to make coding efficient for a TAFJ area. Also learn all about the TAFJ Commands , Grammer rules involved in the compilation process and extractTable utility.

¨ Description: § Setup and Installation of TAFJ on a T24 environment § Study about TAFJ Commands § TAFJ Compilation process § TAFJ grammer rules § Execution of COB on a TAFJ environment § TAFJ basic replacements and client console § TAFJ plugins for eclipse and use of eclipse JED editor § Learn about ExtractTable

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Business Events Management

¨ Code: C-T24-BE-1

¨ Duration: 1 day

¨ Course overview: This course will give participants the knowledge of what business events in

T24 is all about and the need for it along with how it can be setup to generate Alerts. It deals with generating Alerts based on subscription, evaluation and publishing. It makes used of the TEC framework of T24. An easy to understand and simple to setup.

Objectives: Training on Business events deals with knowing the Business Life cycle management, definition of events , evaluation and publishing of events and delivery of messages based on some trigger points that are setup.

¨ Description: § Introduction to Business Process Management in T24 § Business process life cycle management Event definition, Alert subscription § Evaluation of events and publishing in T24 § Various event types available in T24. § TEC.ITEMS, EB.ALERT.REQUEST Tables configuration and setup § Required delivery module setup § TEC Subscriber APIs

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Process Workflow

¨ Code: C-T24-PW-1

¨ Duration: 2 days

¨ Course overview: This course will give participants the knowledge of the process workflow

module in T24. PW modules is the base for some recent developments in T24 like the CRM , Web services , PW Designer front end to name a few. This module is a simple and easy to understand.

Objectives: Training on Process workflow mainly deals knowing the various applications that are involved in the use of Process Workflow in T24. PW module helps in organizing the various business workflows in the bank.

¨ Description: § Introduction to Process Workflow in T24 § Various tables used in the configuration of Process workflow § Learn about the how process are run manually and automatically in T24 § Build sample workflows § Execute the sample workflows § Workshop to create your own workflows § Learn about the various core enquiries in T24 process workflow

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Financial Crime Mitigation (FCM) Technical

¨ Code: C-T24-FCMT-1

¨ Duration: 4 days

¨ Course overview: This course will give participants the knowledge of how Financial Crime

mitigation is done in T24 from a Technical user perspective. Here we will look into various FCM technologies and interfaces, the engines that driving this process also the various batch process involved.

Objectives: Training on the FCM will cover FCM architecture, screen technologies, screen interfaces, screening engines, CIF loaders, Configurations, risks involved etc. Insights into other technologies involved in the industry that cater to financial crimes in the world.

¨ Description: § Introduction to Financial Crimes Mitigation § Introduction to FCM architecture § Learn about various processes involved in T24 § FCM Screens / FCM technology and Interfaces § Executing Screening / Profiling engines § Behavior patterns and rules § Setting of Alerts § CIF loaders § Various batch processes § Database connectivity for FCM suite.

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Temenos Payments hub (TPH)

¨ Code: C-T24-TPH-1

¨ Duration: 4 days

¨ Course overview: This course will give participants the knowledge of Temenos new product the

Temenos Payments hub which deals with the configuring and processing incoming , outgoing , redirect and book SWIFT payments in T24. Need for warehousing capabilities, Linkage to STeP and AML filtering. Also we look in to various Enquiries and reports for this payments hub.

Objectives: Training on the TPH gives an insight to the new Temenos Payments hub with hands on how to configure and process incoming / outgoing swifts. Overview of batch processes involved. Report and enquiries linked to the payments hub.

¨ Description: § Introduction to Temenos Payments hub (TPH) § Introduction to FCM architecture § Learn about various processes involved in T24 § FCM Screens / FCM technology and Interfaces § Executing Screening / Profiling engines § Behavior patterns and rules § Setting of Alerts § CIF loaders § Various batch processes § Database connectivity for FCM suite.

A QUALITY PARTNER FOR YOUR EXPANSION · TAFJ 35 BUSINESS EVENTS MANAGEMENT 36 PROCESS WORKFLOW 37...

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Transcript of A QUALITY PARTNER FOR YOUR EXPANSION · TAFJ 35 BUSINESS EVENTS MANAGEMENT 36 PROCESS WORKFLOW 37...