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Courses

Introduction

Core Banking

Front Office

Payments

TEMENOS Technology and Architecture

LEARNING Channels

COMMUNITY Islamic

Risk and Compliance

Training Course Catalogue


Analytics

Index
Introduction

Courses

At Temenos, we believe in success and pursue it tirelessly in order to achieve both our Introduction
personal and business objectives. To achieve a successful and profitable organisation
in today’s fast moving market we should encourage our staff in both their personal
and professional growth. People are the key asset to any company and by investing in Core Banking
improving their skill set we are investing in the future of our organisations.

Our training courses provide an important element of the full range of services that we offer to our clients. We
recommend that as well as attending the introductory courses, your Temenos Core Banking, Front Office PM Front Office
or Front Office WM users also attend regular follow-up training courses to continue to develop their knowledge
and skills for the Temenos products they use.

Every participant of the Temenos training courses will receive hands-on experience of using the latest release of Payments
Core Banking, Front Office, Payments, Technology and Architecture, Channels, Islamic, Risk and Compliance,
and Analytics.
Technology and Architecture
During the specially designed workshops the knowledge that has been gained will be assessed. We provide the
services of experienced Temenos trainers to supplement the participants insights of the full range of Temenos
products references.
Channels
Our training courses are delivered via several methods:
• instructor led,
• virtual classroom delivery
• virtual self study (TLC Online) Islamic

To see if a course is available via TLC Online, look out


for this icon as you browse the course catalogue.
Risk and Compliance
Whether you are new to our courses or building on existing knowledge, we look forward to welcoming you to
one of our training courses presented in the catalogue and many other more available on request.
Analytics

Index
2
All courses

Courses

Core Banking Front Office Payments


Functional Courses Introductory Courses • Payments - Funds Transfer
• Core - Introduction to Temenos Core: Functional Induction • Front Office - PM B2F Introduction
• Core - Arrangement Architecture Core • Front Office - PM F2B
• Core - Arrangement Architecture Deposits • Front Office - PM Data Administration and Security Overview Islamic
• Core - Arrangement Architecture Loans Functional Courses • Islamic - Introduction to Islamic Banking Products
• Core - Arrangement Architecture Retail Accounts • Front Office - PM Scripts and Formats
• Core - Account
• Islamic - Investment Products Core Banking
• Front Office - PM Packaging • Islamic - Investment - Profit Distribution System
• Core - Financial Accounting • Front Office - PM Portfolio • Islamic - Finance Products
• Core - Financial Reporting • Front Office - PM Order Management • Islamic - Trade Finance
• Core - Multi Company • Front Office - PM Advanced Performance Analysis
• Core - Limits • Front Office - WM How to Use Front Office
Technical Courses • Front Office - WM Campaigns and Opportunities Risk and compliance
• Core - Collateral • Front Office - WM Modelling
• IFRS (International Financial Reporting Standards)
• Core - Arrangement Architecture Core: Technical • Front Office - WM Performance
• Core - Close of Business (COB) Management • Front Office - WM Orders
Payments
• Core - Process Work Flow • Front Office - WM Advisory Models and Compliance
• Front Office - Teller
Analytics
• Analytics - Business Insight
Technical Courses
Technology and Architecture • Front Office - PM Architecture
• Analytics - Technical Insight

Technology • Front Office - PM Installation Technology and Architecture


• Technology and Architecture - Introduction to Temenos Core - • Front Office - PM System Management
Technical Induction • Front Office - PM Monitoring and Performance
• Technology and Architecture - Customisation • Front Office - PM TSL
• Technology and Architecture - Direct Connect Driver Oracle • Front Office - WM Technical Basics
• Front Office - WM Administration
Channels
• Technology and Architecture - Security Management System
• Technology and Architecture - Administration • Front Office - WM Operation and Troubleshooting
• Technology and Architecture - Temenos Open Connectivity • Front Office - Customer Relationship Management
Framework • Front Office - Delivery
• Technology and Architecture - Temenos Web Services Islamic
• Technology and Architecture - Open Financial Service
Design Channels
• Technology and Architecture - PM Administration • Channels - Temenos UXP Foundation and Hybrid Apps
• Technology and Architecture - PM Technical Configuration • Channels - Corporate Internet Banking
Risk and Compliance
• Technology and Architecture - PM Foundation • Channels - PM End-User
• Technology and Architecture - PM WUI Adaptation • Channels - PM Packaging
• Technology and Architecture - PM WUI Processes • Channels - PM Installation
• Technology and Architecture - PM OData API • Channels - PM Adaptation
Analytics

Index
V4- 10.2016
3

This training Courses
made us understand a
very complex topic in an


Introduction
easy and simple manner!
Juha Volotinen - Programme Director - Aktia
Core Banking

Front Office

Payments

Core Banking Technology and Architecture

Functional Technical Channels

Core - Introduction to Temenos Core: Functional Induction Core - Collateral


Core - Arrangement Architecture Core Core - Arrangement Architecture Core: Technical
Islamic
Core - Arrangement Architecture Deposits Core - Close of Business (COB) Management
Core - Arrangement Architecture Loans Core - Process Work Flow
Core - Arrangement Architecture Retail Accounts Risk and Compliance
Core - Account
Core - Financial Accounting
Core - Financial Reporting Analytics

Core - Multi Company


Core - Limits
Index
Core Banking - Functional TLC
ONLINE
3-8 days
Courses
Core - Introduction to Temenos Core: Functional Induction

Learning objectives Introduction

• Gain overview of select introductory modules


• Learn to input, execute and complete relevant transactions
• Learn the dependency of various tables Core Banking
• Understand various enquiries and reports

Target audience Front Office


• General

Prerequisites Payments

• None

Technology and Architecture


Topics include
• Overview
• Navigation
Channels
• Basic end-user operations in the following modules. Customer and Account are
always included in this course. The others may be selected based on your needs More Core Banking courses
• Deposits
• Teller
View all courses
Islamic
• Funds Transfer
• Limits, Collateral
• AA Loans
Risk and Compliance
• Forex and Money Market Contact us about this course
• Securities.

Analytics

Index
5
Core Banking - Functional TLC
3 days
ONLINE
Courses
Core - Arrangement Architecture Core

Learning objectives Introduction

• Gain overview of Arrangement Architecture Core (AAC)


• Learning the various product components - property classes,
properties and product conditions Core Banking
• Learn to design a product
• Learning the relationship between product and arrangement
• Learning about activities
• Learning about simulation and reverse and replay Front Office

Target audience
• Business Architects Payments
• Tester dealing with credit administration and designing of products
• Business Analysts
• Process Owners
Technology and Architecture

Prerequisites
• Basic Core naviagation skills Channels
More Core Banking courses
Topics include
View all courses
• Introduction to AA Building blocks Islamic
• Product hierarchy
• Product builder and catalogue
• Building products in AA Core
Risk and Compliance


Introduction to product conditions
Proofing and publishing in product catalogue
Contact us about this course

Analytics

Index
6
Core Banking - Functional TLC
ONLINE
5 days
Courses
Core - Arrangement Architecture Deposits

Learning objectives Introduction

• Gain product overview of AA Deposits


• Learning about Deposits product line and property classes
• Learning to set up parameter tables connected with this module Core Banking
• Learning to input, execute and complete different types of deposit products
• Learning about the accounting flow in AA
• Learning about arrangement financial balances, balance types
Front Office
Target audience
• Retail Front Office end-users
• Business Architects Payments
• Testers dealing with retail deposits
• Business Analysts

Prerequisites Technology and Architecture

• Basic navigation skills


• AA Core
Channels
Topics include More Core Banking courses
• Product features View all courses
• Parameter tables Islamic
• Various property class, property product conditions
• Attributes and action in property class
• Periodic attributes
Risk and Compliance


Accounting flow in AA Deposit
To design a deposit product
Contact us about this course

Analytics

Index
7
Core Banking - Functional TLC 7 days
ONLINE
Courses
Core - Arrangement Architecture Loans

Learning objectives Introduction

• Gain product overview of AA Loans


• Learning about lending product line and property classes
• Learning to set up parameter tables connected with this module Core Banking
• Learning to input, execute and complete different types of deposit products
• Learning about the accounting flow in AA
• Learning about Arrangement financial balances, balance types
Front Office

Target audience
• Retail Front Office end-users Payments
• Business Architects
• Testers dealing with Retail Loans
• Business Analysts
Technology and Architecture

Prerequisites
• Basic Core navigation skills Channels
• AA Core More Core Banking courses
View all courses
Topics include Islamic

• Product features • Attributes and action in property class


• Parameter tables • Periodic attributes
• Accounting flow in AA Loans Risk and Compliance
• Various property class,
property product conditions • How to design a deposit product
Contact us about this course

Analytics

Index
8
Core Banking - Functional TLC 5 days
ONLINE
Courses
Core - Arrangement Architecture Retail Accounts

Learning objectives Introduction

• Gain overview of AA Retail Accounts module


• Learning about linkages with Core tables
• Learning to set up parameter tables connected with this module Core Banking
• Configuring a Product Group and related Products
• Learning to create arrangements, input different types of activities,
transact and maintain arrangement
• Learning AA accounting features Front Office

Target audience
Payments
• Retail front-end-users
• Business Architects
• Testers dealing with Retail front office task
• Business Analysts Technology and Architecture
• Process Owners

Prerequisites
Channels
• Temenos Core Induction Course More Core Banking courses
• AA Core
• A sound knowledge of underlying banking business View all courses
Islamic
Topics include
• Product features • Periodic attributes
• Parameter tables • Accounting flow in AAR Accounts Risk and Compliance
• Various property class, • Designing a Retail Account product Contact us about this course
property product conditions • AA Simulation and reverse replay
• Attributes and action in property class • Product bundle
Analytics

Index
9
Core Banking - Functional TLC 4 days
ONLINE
Courses
Core - Account

Learning objectives Introduction


• Gain overview of Account application
• Learn linkages with core tables including charges and commissions
• Configure parameter tables
• Learn to input, execute and complete the setting up of interest and charges in Account Module Core Banking
• Understand requirements for defining different types of account balances
• View reports and enquiries relevant to account balances
Front Office
Target audience
• Business Architects
• Business Analysts Payments
• Process Owners
• Front-end-user on Retail operations

Technology and Architecture


Prerequisites
• Introduction to Core Banking
• A sound knowledge of underlying banking business
Channels
More Core Banking courses
Topics include View all courses
Islamic
• Overview
• Linkages with other core tables
• Main parameter tables
• Different types of accounts current, savings and internal Risk and Compliance
• Different types of interest and charges calculations Contact us about this course
• Relevant accounting and messaging
• Enquiries and reports
Analytics

Index
10
Core Banking - Functional TLC
4 days
ONLINE
Courses
Core - Financial Accounting

Learning objectives Introduction


• Gain overview of Financial Accounting
• Learn linkages with core tables including category, country, sector etc.
• Configure parameter tables Core Banking
• Learn to set condition for consolidation of entries
• Understand different types of accounting entries
• Different types of work files which are used for the purpose of consolidation
Front Office
Target audience
• Business Architects
• Business Analysts Payments
• Teams working with financial management

Prerequisites Technology and Architecture


• Introduction to Core Banking
• Core Accounts (recommended)
• A sound knowledge of underlying banking business
Channels
• A sound knowledge of the basics of Accounting
More Core Banking courses
Topics include View all courses
• Overview Islamic
• Linkages with core tables
• Main parameter tables
• Different types of accounting entries Risk and Compliance
• Consolidation of accounting entries Contact us about this course
• Revaluation of assets and liabilities
• Consolidated reporting base
• The course will cover the accounting structure; however, it will not Analytics
cover in detail, the accounting entries specific to various modules.

Index
11
Core Banking - Functional TLC
ONLINE
3 days
Courses
Core - Financial Reporting

Learning objectives Introduction

• Gain overview of Reporting module


• Learn linkages with core tables including consolidation conditions
• Configure parameter tables Core Banking
• Learn to input, create header, column and lines
• Understand requirements for defining different types of reports

Front Office
Target audience
• Business Architects
• Business Analysts Payments
• Process Owners
• Financial Experts

Technology and Architecture


Prerequisites
• Introduction to Core Banking
• Core Financial Accounting
Channels
• A sound knowledge of underlying banking business
More Core Banking courses
Topics include View all courses
Islamic
• Overview
• Reporting tools such as headers, columns and lines
• Additional tools
• Asset types Risk and Compliance
• Generation of different types of reports
Contact us about this course

Analytics

Index
12
Core Banking - Functional TLC 2 days
ONLINE
Courses
Core - Multi Company

Introduction
Learning objectives
• Gain overview of Multi Company
• Learning to set up parameter tables connected with this module
• Learning about sharing data and accounting information between different entities Core Banking
• Product features of Multi Company module
• Learning about setting up Multi Company and Multi Book installations
Front Office
Target audience
• Business Architects
• Business Analysts Payments
• Technical Analysts

Prerequisites Technology and Architecture

• Basic Core navigation skills


• Core Financial Accounting
• Underlying banking business Channels
More Core Banking courses
Topics include View all courses
Islamic
• Introduction
• Inter-company accounting and reporting
• COB processing and parameter tables
Risk and Compliance


Setting up of a multiple company environment
Reports and enquires
Contact us about this course

Analytics

Index
13
Core Banking - Functional TLC
3 days
ONLINE
Courses
Core - Limits

Learning objectives Introduction

• Gain overview on Limits module


• Learning about linkage of Limits with static tables
• Product features of Limits and other features Core Banking
• Learning about Limits build sequence
• Learn to create reports and enquiries relevant to this module
• Learn to create global level, product level and 10 sub product levels
• Limits may be created at customer and liability group levels Front Office

Target audience
Payments
• Business Architects
• Testers dealing with credit verticals
• Business Analysts
• Process Owners Technology and Architecture

Prerequisites
• Basic Core navigation skills Channels
• Underlying banking business More Core Banking courses
View all courses
Topics include Islamic
• Introduction • Other features
• Limits • Product features
• Overview • Cross Limits Risk and Compliance
• Amending Limits • Reports and Enquires Contact us about this course

Analytics

Index
14
Core Banking - Technical TLC
ONLINE
1.5 days
Courses
Core - Collateral

Learning objectives Introduction

• Gain an overview of the Collateral Module


• Linkages with core tables including collateral parameters
like collateral type, collateral right and collateral code Core Banking
• Secured limits with collateral security
• Set up parameter tables connected with this module

Target audience Front Office

• Credit Administrator
• Front Office end-users in credit operations
• Business Architects Payments
• Testers dealing with Credit Operations
• Business Analysts
• Process Owners
Technology and Architecture
Prerequisites
• Basic Core navigation skills
• Limits Channels
• Underlying banking business More Core Banking courses
Topics Include View all courses
Islamic
• Product overview
• Parameter tables
• Product features
Risk and Compliance


Enquiries and reports
System maintained table
Contact us about this course

Analytics

Index
15
Core Banking - Technical TLC 2 days
ONLINE
Courses
Core - Arrangement Architecture Core: Technical

Learning objectives Introduction

• Gain overview of the Core Technical related architecture on AA


• Learn the dependency of various tables
• Create user defined routines and local reference Core Banking
• Understand various enquiries and reports

Front Office
Target audience
• People with technical background knowledge: IT Architect, Product Developer,
IT Developer, IT Business Analyst, Technical Testers Payments

Prerequisites Technology and Architecture

• Induction to Core Technical


• AA Core
• OFS in Core (recommended) Channels
More Core Banking courses
View all courses
Topics include Islamic

• AA Simulations in AA
• OFS Bulking in AA
Risk and Compliance


Important property classes
Product proofing and publishing related applications
Contact us about this course

Analytics

Index
16
Core Banking - Technical TLC 3 days
ONLINE
Courses
Core - Close of Business (COB) Management

Learning objectives Introduction

• Gain overview of COB Management module


• Learn about the detailed process work flow on COB Module
Core Banking

Target audience Front Office


• Technical Analysts
• Process Owners
• Testers
Payments

Prerequisites Technology and Architecture


• Introduction to Core - Technical
• Programming (recommended)
• Multi Company Business course (recommended) Channels
More Core Banking courses
View all courses
Topics include Islamic
• Multi-Threading
• Services
• COB processing Risk and Compliance
• Global processing Contact us about this course

Analytics

Index
17
Core Banking - Technical TLC 3 days
ONLINE
Courses
Core - Process Workflow

Learning objectives Introduction


• Gain overview of Process Workflow in Temenos Core and BPMN
• Learning about the use of all applications involved in creating a workflow
• Learn to create workflows in Temenos Core with patterns Core Banking
• Learn to install, create and deploy workflows from PW Designer to Temenos Core
• How to execute the workflow

Front Office
Target audience
• Business Analysts
• Technical Analysts Payments
• Process Owners

Technology and Architecture


Prerequisites
• Basic Core navigation skills
• Basics of rules engine Channels
More Core Banking courses
View all courses
Topics include Islamic

• Introduction to PW in Temenos Core and BPMN overview


• PW Designer - Installation and creation of a process
• PW in Core - Tables used in creating a process in Core Risk and Compliance
• Pattern based workflows in Core Banking Contact us about this course

Analytics

Index
18

The course Courses
was very hands on.
All in all, we were


Introduction
very happy with the training.
Martin Toner - IT Manager - KBC Bank
Core Banking

Front Office

Payments

Front Office Technology and Architecture

Introductory Courses Functional Courses Technical Courses


Channels
Front Office - PM B2F Front Office - PM Scripts and Formats Front Office - PM Architecture
Front Office - PM F2B Front Office - PM Packaging Front Office - PM Installation
Front Office - PM Data Administration Front Office - PM Portfolio Front Office - PM System Management
and Security Overview Front Office - PM Order Management Front Office - PM Monitoring and Performance Islamic
Front Office - PM Advanced Performance Analysis Front Office - PM TSL
Front Office - WM How to Use Front Office - WM Technical Basics
Front Office - WM Campaigns and Opportunities Front Office - WM Administration Risk and Compliance
Front Office - WM Modelling Front Office - WM Operation and Troubleshooting
Front Office - WM Performance Front Office - Customer Relationship Management
Front Office - WM Orders Front Office - Delivery Analytics
Front Office - WM Advisory Models and Compliance
Front Office - Teller
Index
Front Office - Introductory Courses
2 days

Courses
Front Office - Portfolio Management B2F

Learning objectives Introduction

• Use the context and search tool


• Launch Portfolio Management menu functions
• Understand the views available and the results Core Banking
• Understand what can be administrate through the WUI

Target audience Front Office

• Anyone with a need to use or implement Portfolio


Management Analysis Menu and thus the B2F Functions
Payments

Prerequisites
None Technology and Architecture

Topics include
Channels
Part I : Portfolio Analysis Part II : Portfolio Analysis - B2F Function
• Home - Search and Dashboard
More Front Office courses
• Identification
• Predefined Queries • Valuation and Held Assets View all courses
• Notifications and messages • Return Islamic
• Alerts • Performance
• Portfolio activity
• Future cash flow
Risk and Compliance
• Compliance checking
• Reporting
Contact us about this course
• Portfolio Risk module
Part III : Administration Analytics
• Portfolio
• Strategy

Index
20
Front Office - Introductory Courses
1 day
Courses
Front Office - Portfolio Management F2B

Learning objectives Introduction


• Create a single order
• Launch an allocate order and a rebalancing
• Use the order session and order list
Core Banking
• Create an order proposal and retrieve it

Front Office
Target audience
• Anyone with a need to use or implement Order Management
or Proposal Generator Menu and thus the F2B Functions
Payments

Prerequisites
Technology and Architecture
None

Channels
Topics include More Front Office courses
Part I : Order Management Part II : Proposal Generator View all courses
• Introduction • Introduction Islamic
• Single order • Create a proposal
• Allocate order • Existing proposal
• Rebalancing
Risk and Compliance
• Order session
• Order list
Contact us about this course

Analytics

Index
21
Front Office - Introductory Courses
1 day

Courses
Front Office - PM Data Administration and Security Overview

Learning objectives Introduction

• Discover the different data in the administration menu, their objectives,


their key elements, some examples
• Understand some key concepts such as lists and classifications Core Banking
• Understand the purpose of having a user, manager and third party profiles
in Front Office PM solution
• Understand how functional and data security (authorization) is managed
in Front Office PM solution Front Office

Target audience Payments


• Super-users
• All users (front/middle and/or back office) who have to enter,
maintain and/or check data in the administration menu of Front Office PM Core
Technology and Architecture

Prerequisites
• Basic financial knowledge and/or IT knowledge Channels
More Front Office courses
View all courses
Topics include Islamic

• Data Administration • Security Administration


‚‚ Main data ‚‚ Users setup
Risk and Compliance
‚‚ Infrastructure data
‚‚ Lists and classification
‚‚ User security setup
Contact us about this course

Analytics

Index
22
Front Office - Functional Courses
2 days

Courses
Front Office - PM Scripts and Formats

Learning objectives Introduction


Regarding Script, you will:
• Discover basic database concepts (relational database, data type, ID, foreign key)
• Understand the key concepts of scripting (entity, attribute, business key, type of attribute, syntax, Core Banking
keyword, operator, function, direct and indirect access, function or keyword, respect the attribute syntax)
• Customize the Front Office PM GUI (trigger end-user activity through default value, input control and
filter, display information in a format, use script to build lists)
Front Office
Regarding Format, you will:
• Create and maintain format (choose format nature, detailed list, tree) according to user needs
• Manipulate format element attributes in order to define layout of financial function calculations and use
Front Office PM script language Payments
• Understand how to make basic screen customization
• Make the link between a user and a set of format and screen

Target audience Technology and Architecture

• Super-users
• End-users involved in the strategy definitions (an interest in IT aspects would be
useful) or in customization and maintenance process of Front Office PM Channels
• Technical profiles More Front Office courses

Prerequisites View all courses


Islamic
• FO - PM B2F

Topics include Risk and Compliance


• Script language • Formats
Contact us about this course
‚‚ Introduction to scripting ‚‚ Definitions
‚‚ Database concept and the data ‚‚ User setup in TAP GUI
Analytics
model in Front Office PM Core ‚‚ Format characteristics and attributes
‚‚ Script language basics ‚‚ Format element characteristics and attributes

Index
23
Front Office - Functional Courses
1 day
Courses
Front Office - PM Packaging

Learning objectives Introduction

• Understand the main adaptation to be done from a business standpoint


• Basic adaptations (client adaptations) based on the standard packaging
Core Banking

Target audience Front Office


• Super-users
• Business Consultants
Payments

Prerequisites
• FO - PM B2F Technology and Architecture
• FO - PM Scripts and Formats

Channels
More Front Office courses
Topics include
• Presentation and Adaptation of the Front Office PM Core packaging
View all courses
Islamic
• Parameters
• Classification, lists
• Formats, screens
• Status Risk and Compliance
• Profiles Contact us about this course

Analytics

Index
24
Front Office - Functional Courses
2 days

Courses
Front Office - PM Portfolio

Learning objectives Introduction

• Set up, maintain and apply the bank’s investment strategies to model portfolios

Core Banking

Target audience
Front Office
• Super-users (in charge of the implementation of strategies)

Payments
Prerequisites
• FO - PM B2F
• FO - PM Scripts and Formats Technology and Architecture
• FO - PM Operations and Positions

Channels
More Front Office courses
Topics include
View all courses
Different strategy natures: Islamic
• Asset allocation
• Model portfolio
• Recommendation list
Risk and Compliance
• Constraints
• Strategy naturess
Contact us about this course

Analytics

Index
25
Front Office - Functional Courses
2 days
Courses
Front Office - PM Order Management

Learning objectives Introduction

• Analyze, implement and use the main order management functions

Core Banking

Target audience
• Super-users Front Office

Prerequisites Payments
• PM B2F
• PM Scripts and Formats
• PM Operations and Positions Technology and Architecture

Topics include Channels


• Defining the workflow and the different ways to create/generate an order
More Front Office courses
• Setting up the implementation of an order: status, input control, default View all courses
values, filters, simplified screens, rules for fees and taxes Islamic
• Generating orders through the order entry function, using different functions
to display data
• Description and setup of the initiate order functionality
Risk and Compliance
• Administration of orders during the life cycle of the operation
• Setting up the security aspects of order management
Contact us about this course

Analytics

Index
26
Front Office - Functional Courses
4 days
Courses
Front Office - PM Advanced Performance Analysis

Learning objectives Introduction


• Understand the key performance concepts
• Measure and analyze portfolio performances
• Implement the “Advanced Performance Analysis” module of Front Office PM solution Core Banking

Target audience
Front Office
• Super-users (in charge of the performance implementation and/or maintenance)

Payments
Prerequisites
• PM Bronze Certification
• PM Financial Instruments
• PM Scripts and Formats Technology and Architecture
• PM Operations and Positions
• PM Portfolio Modelling
Channels
More Front Office courses
Topics include
View all courses
• Functional aspects (theoretical concepts of performance) Islamic
• Description of different methods of performance computation
• Use of Front Office PM solution GUI / WUI performance business function
• Front Office PM performance infrastructure
Risk and Compliance


Storing of performance data
Practical case/ workshop on a stepped up approach
Contact us about this course

Analytics

Index
27
Front Office - Functional Courses
3 days
Courses
Front Office - WM How to Use

Learning objectives Introduction

• Understand how Front Office WM supports wealth management activities


• Maximize usage and usefulness of Front Office WM
• Use key features of Front Office WM Core Banking

Target audience Front Office


• All members working on a Front Office WM implementation and all client users

Payments
Prerequisites
• None
Technology and Architecture

Topics include
Channels
• Navigate throughout the advisor portal (web interface)
• Data Security - ensure that users only see records that they are entitled to see
More Front Office courses
• Utilize the numerous Client Relationship Management features View all courses
• Performance of daily wealth management activities using Front Office WM Islamic
• Review portfolio financials, including book of business and portfolio performance
• Generate internal reports
• Compliance adherence - Investment policies and templates
Risk and Compliance
• Client Communication - client reports (ad hoc and scheduled),
mass mailings and client portal
Contact us about this course

Analytics

Index
28
Front Office - Functional Courses
0.5 day
Courses
Front Office - WM Campaigns and Opportunities

Introduction
Learning objectives
• Manage their pipeline of sales opportunities
• Manage individual and centralized product campaigns within Front Office WM Core Banking

Front Office
Target audience
• All end-users whose firm has purchased the Sales Support module
Payments

Prerequisites Technology and Architecture


• WM How to Use

Channels
More Front Office courses
Topics include View all courses
Islamic
• Create and analyze sales opportunities and monitor the sales pipeline
• Create, administer and track marketing campaigns

Risk and Compliance


Contact us about this course

Analytics

Index
29
Front Office - Functional Courses
1 day
Courses
Front Office - WM Modelling

Introduction
Learning objectives
• Understand how a model is used to leverage the expertise of a firm’s most
experienced investment experts to allow front line advisors to offer better Core Banking
investment advice to clients

Target audience Front Office

• Investment Researchers
• Relationship Managers
Payments

Prerequisites
• WM How to Use Technology and Architecture

Channels
Topics include More Front Office courses
• Create and use a model
• Create and maintain model parameters that will guide the rebalancing process
View all courses
Islamic
• Generate an order worksheet

Risk and Compliance


Contact us about this course

Analytics

Index
30
Front Office - Functional Courses
1 day
Courses
Front Office - WM Performance

Learning objectives Introduction

• Explain how Front Office WM calculates and stores performance data


• Describe where users can retrieve performance data
• State other factors that affect performance and financials Core Banking

Target audience Front Office

• Portfolio Managers
• Performance Specialists
• Technical staff Payments

Technology and Architecture


Prerequisites
• WM How to Use

Channels
More Front Office courses
Topics include View all courses
Islamic
• Performance calculation methods
• How performance is stored in Front Office WM
• Where performance is displayed in the Advisor Portal (Web UI)
Risk and Compliance
• Account/Portfolio valuation - factors affecting valuation, required
dependent data, handling of backdated updates (pricing, transactions)
Contact us about this course

Analytics

Index
31
Front Office - Functional Courses
1 day
Courses
Front Office - WM Orders

Learning objectives Introduction

• List the various types of orders that can be placed in Front Office WM
• Learn how to place orders in WM
• Understand how Front Office WM interacts with order management systems Core Banking
• Describe the verifications and compliance checks that are performed once
orders are created
• List available order statuses
• Recognize the difference between an order worksheet and an order Front Office

Target audience Payments


• End-users
• Technical staff

Technology and Architecture


Prerequisites
• WM How to Use
Channels
More Front Office courses
Topics include
View all courses
• Order types Islamic
• Create, modify, copy and delete orders
• Order workflow
• Work with order worksheets
Risk and Compliance


Compliance checks
Various states of an order
Contact us about this course

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Index
32
Front Office - Functional Courses
1.5 days
Courses
Front Office - WM Advisory Models and Compliance

Learning objectives Introduction

• Customized investment management advice to prospects and clients


• Investment products based on a client’s investment knowledge, level of
involvement in portfolio management and any other differentiating factors Core Banking
• Understand the risk tolerance of their clients and prospects
• Monitor client’s investments, financial goals, constraints/restrictions and
risk factors on a daily basis
Front Office
Target audience
• End-user
• Relationship Managers Payments

Prerequisites
• WM How to Use Technology and Architecture

Topics include
• Learn about the various components that make up an investment policy template, Channels
proposal and investment policy statement More Front Office courses
• Create an investment policy template, proposal and investment policy statement View all courses
• Use a risk questionnaire and understand how it influences the creation of an Islamic
investment policy statement
• Understand how WM can monitor compliance
• Learn how an institution can offer multiple advisory models based on
client’s investment goals, assets under management, investment sophistication Risk and Compliance
or their intended involvement in the portfolio management process
Contact us about this course

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33
Front Office - Functional Courses TLC
ONLINE 3 days
Courses
Front Office - Teller

Learning objectives Introduction

• Gain overview of Teller


• Linkages with core tables including charges and commissions
• Input, execute and complete the teller transaction Core Banking
• Risk management, accounting and messaging
• Product features of Teller
• Learn about Team Foundation Server (TFS)
Front Office

Target audience
• Retail Front Desk user Payments
• Business Analysts
• Business Architects
• Process Owners
Technology and Architecture

Prerequisites
• Basic navigation skills
Channels
• Underlying banking business
More Front Office courses
Topics include View all courses
Islamic
• Introduction
• Tellers
• Overview
Risk and Compliance


Product features
Enquiries and reports
Contact us about this course

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34
Front Office - Technical Courses
1 day
Courses
Front Office - PM Architecture

Learning objectives Introduction

• Front Office PM architecture layers: presentation, application,


persistent and interfaces layers.
• Global understanding of the Front Office PM solution Core Banking

Target audience Front Office


• Anyone involved in the implementation and/or the administration
of Front Office PM application
• Clients, partners having technical skills
Payments

Prerequisites
Technology and Architecture
• Understanding of database concepts
• J2EE framework
• Client-server model
Channels
More Front Office courses
Topics include View all courses
Islamic
• Architecture overview (incl. J2EE server and databases)
• Application management (incl. security)
• Front Office PM interface modules
Risk and Compliance


Web Services architecture
Reporting architecture
Contact us about this course

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35
Front Office - Technical Courses
2 days
Courses
Front Office - PM Installation

Learning objectives Introduction

• Installation guidelines for the administration of the solution


• Install the whole Wealth Suite Front Office PM solution, i.e. the database part
the web module, the reporting solution and also the interface pack Core Banking
• Basic configuration and execution of administrative tasks to manage
efficiently an environment

Target audience Front Office

• Technical people involved in the implementation and/or the administration of


Wealth Suite Front Office Portfolio Management system
Payments
Prerequisites
• FO - PM Architecture
• Unix shell commands: basic knowledge (how to source files, vi, tar) Technology and Architecture
• Database administration: good knowledge of Oracle/Sybase and SQL
• J2EE good knowledge: experience with WebLogic or WebSphere (recommended)
• Basic knowledge of Ant and Java
Channels
More Front Office courses
Topics include
View all courses
• Learning objectives Islamic
• Installation and configuration of the Core, Service Layer, Web parts,
Reporting module (Live! Report)
• Interface module (Gateway Pack) presentation
Risk and Compliance
• Introduction of the third parties software compatible with the product (Oracle,
Sybase, Actuate, WebLogic, WebSphere and WebSphere Transformation extended)
Contact us about this course

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36
Front Office - Technical Courses
2 days
Courses
Front Office - PM System Management

Learning objectives Introduction

• Customization of the application on technical side, i.e. databases and web server part
(Web User Interface excluded)
• Deep knowledge of the Front Office PM application Core Banking
• Technical customizations during an implementation project

Target audience
Front Office
• Technical people involved in the implementation and/or the administration
of Wealth Suite Front Office Portfolio Management system

Payments
Prerequisites
• FO - PM Architecture and FO - PM Installation
• Unix shell commands: basic knowledge (how to source files, vi, tar)
• Database administration: good knowledge of Sybase and SQL Technology and Architecture
• J2EE: good knowledge, experience with WebLogic or WebSphere (advantageous)
• Programming: basic knowledge of Ant and Java
Channels
Topics include More Front Office courses
• Security (password, encryption) View all courses
• Core administration (interactive command, users, lists, servers, batches) Islamic
• Web registry extension
• Duplication of Front Office environment using standard tools (ICT, MICU)
• Technical reports
Risk and Compliance


Database customization: user defined attributes and new user defined entities.
Logs and traces: troubleshooting management
Contact us about this course

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37
Front Office - Technical Courses
1 day
Courses
Front Office - PM Monitoring and Performance

Learning objectives Introduction


• Have better understanding of the Front Office PM application behaviour
• Have a deep knowledge of the Front Office PM engines
• Be aware of the impacts regarding any business or technical decision Core Banking

Target audience Front Office

• People involved in the implementation and/or the administration


of Front Office PM application
Payments

Prerequisites Technology and Architecture

• FO – PM Technical Common Layer Certification

Channels
More Front Office courses
Topics include View all courses
Islamic
• General concepts: architecture concepts, the unwanted behaviour,
the performance enhancers
• Core description: security, format, list, classification, script, caches
Risk and Compliance
• Web: J2EE architecture, best practices, caches, Job Launcher
• Tools to perform the analysis of the system
Contact us about this course

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38
Front Office - Technical Courses
2 days
Courses
Front Office - PM TSL

Learning objectives Introduction

• All detail features of the module


• How to customize and manage the TSL module
Core Banking

Target audience Front Office


• People involved in the implementation and/or the administration
of Front Office PM application
Payments

Prerequisites
Technology and Architecture
• Front Office – PM Technical Common Layer Certification

Channels
More Front Office courses
Topics include
View all courses
• Technical Solution overview Islamic
• TSL engine (TSL flows, global/local cache concept, rule based engine)
• TSL API and processes
• TSL pre-computed attributes
Risk and Compliance


Database management
BPI processes
Contact us about this course

Analytics

Index
39
Front Office - Technical Courses
2 days
Courses
Front Office - WM Technical Basics

Learning objectives Introduction

• Describe Wealth Manager’s architecture and technology components


• Explain the components that make up the business, storage and
operational services/layers Core Banking

Front Office
Target audience
• End-user administrator
• Technical staff
Payments

Prerequisites Technology and Architecture


• FO – WM How to Use

Channels
More Front Office courses
Topics include
View all courses
• Business Object Model Islamic
• Data interfaces/Financial engines
• Architecture
• Web services
Risk and Compliance


Security model
Data model
Contact us about this course

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40
Front Office - Technical Courses
2 days
Courses
Front Office - WM Administration

Learning objectives Introduction

• Data Administration
• Business unit, employee, and business unit hierarchy maintenance
• Understand object change requests Core Banking
• Enter/maintain instrument prices
• Resolve reconciliation differences
• Schedule client reports
• Maintain public views Front Office

Target audience
• Middle-office Payments
• Back-office staff involved with system and data
administration and client report generation

Prerequisites Technology and Architecture


• FO – WM How to Use
• FO – WM Technical Basics (recommended)
Channels
Topics include More Front Office courses
• Find and correct data loading errors through Data Administration View all courses
• Maintain employee, business units and organization hierarchy Islamic
• Understand the process of an Object Change Request
• Maintain instrument prices
• Perform a position reconciliation
Risk and Compliance


Process scheduled client reports
Maintain public views
Contact us about this course

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41
Front Office - Technical Courses
2 days

Courses
Front Office - WM Operation and Troubleshooting

Learning objectives Introduction


• Describe in detail how data is loaded from the source system to Front Office WM
• Diagnose common loading errors and act upon them
• Determine the success of a data load
Core Banking
• Recognize and recommend actions for business data errors
• Understand data dependencies and assess impact to financial calculations
• Know how to gather relevant triage information for unexpected errors/issues for
escalation support Front Office

Target audience
• Client staff involved with computer operations and support Payments

Prerequisites
Technology and Architecture
• FO – WM Technical Basics

Topics include Channels


• Data Model overview
More Front Office courses
• Front Office WM application UNIX environment View all courses
• Batch concepts Islamic
• System parameters review
• Financial engines
• Miscellaneous errors
Risk and Compliance


Operations and other utilities
Environment troubleshooting
Contact us about this course

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42
Front Office - Technical Courses
2.5 days
Courses
Front Office - Customer Relationship Management

Learning objectives Introduction

• Overview of CRM Component


• How to use the Single Customer View
• How can we achieve using operational CRM and Analytical CRM Core Banking
• Steps to be followed in CRM related parameter tables
• Workflows for campaign and opportunity processing
• How to work with CR Module
• Explain difference between Analytical CRM and Operational CRM Front Office

Target audience
• Technical Analysts Payments
• Lead Technical Specialists
• Testers
• Process Owners
Technology and Architecture
• Retail Front-end-user

Prerequisites
Channels
• Basic navigation skills More Front Office courses
• Open Financial Services
View all courses
Topics include Islamic
• Need for CRM • Steps to create campaign and opportunity
• Detailed about Operational CRM processing records
and Analytical CRM • Types of services related to CRM Risk and Compliance
• Rules engine and integrating • Workshop integrating Rules Engine Contact us about this course
it with CRM into CRM

Analytics

Index
43
Front Office - Technical Courses
3 days
Courses
Front Office - Delivery

Learning objectives Introduction

• Understand the Delivery System (DS)


• Create records in appropriate applications required during the Delivery setup
• Explain difference between Deal Slips and Delivery Advices Core Banking
• Describe the flow of the Outward Delivery Subsystem
• How to create delivery mapping routine and delivery subsystem
• Detailed content of carriers - Print, SWIFT, Secure Message, SMS, Email
Front Office

Target audience
• Technical Analysts Payments
• Business Analysts
• Process Owners

Technology and Architecture


Prerequisites
• Basic Core navigation skills
• Understanding of basic system programming Channels
More Front Office courses
Topics include View all courses
Islamic
• Delivery
• Types of Delivery Advices / Carriers, Delivery Advices - An overview
• How to create delivery reference ID, complete details on delivery advice
• Different types of specifics, mapping stages Risk and Compliance
• Steps to format
Contact us about this course

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44

This training Courses
made us understand
a very complex topic in an


Introduction
easy and simple manner!
Juha Volotinen - Programme Director - Aktia
Core Banking

Front Office

Payments

Technology and Architecture

Payments Channels

Islamic
Payments - Funds Transfer

Risk and Compliance

Analytics

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Payments TLC
ONLINE 3.5 days
Courses
Payments - Funds Transfer

Learning objectives Introduction

• Gain overview Fund Transfer


• Linkages with core tables and main parameter tables
• Product features and standing orders Core Banking
• Input, execute and complete different types of Funds Transfer

Front Office
Target audience
• Payments and Front Office end-users
• Business Architects
Payments
• Testers dealing with Payments and Front Office tasks
• Business Analysts
• Process Owners
Technology and Architecture

Prerequisites
• Basic navigation skills
Channels
• Underlying banking business More Payments courses
View all courses
Topics include Islamic

• Introduction • Product features


• Fund Transfer • Fund Transfer and the features
• Standing orders Risk and Compliance


Overview
Parameter tables
Contact us about this course

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46

This training
Courses
made us understand
Core Banking with ease and


was very useful to bring us Introduction

all to a comfortable user level.


K. Somchai - Project Manager - EXIM, Thailand
Core Banking

Technology
Front Office

Payments

Technology
and Architecture Technology and Architecture

Design Channels
Technology and Architecture - Introduction to Temenos Core - Technical Induction Technology and Architecture - PM Administration
Technology and Architecture - Customisation Technology and Architecture - PM Technical Configuration
Technology and Architecture - Direct Connect Driver Oracle Technology and Architecture - PM Foundation Islamic
Technology and Architecture - Security Management System Technology and Architecture - PM WUI Adaptation
Technology and Architecture - Administration Technology and Architecture - PM WUI Processes
Technology and Architecture - Temenos Open Connectivity Framework Technology and Architecture - PM OData API Risk and Compliance

Technology and Architecture - Temenos Web Services


Technology and Architecture - Open Financial Service
Analytics

Index
Technology and Architecture -
TLC
Technology ONLINE 3-5 days
Courses
Technology and Architecture -
Introduction to Temenos Core - Technical Induction
Introduction
Learning objectives
• Basic technical background to understand the Architecture
Core Banking

Target audience
• Technical Analysts
Front Office
• Lead Technical Specialists
• Testers
• Process Owners
• Retail Front-end-user Payments

Prerequisites
Technology and Architecture
• Induction Business Basics
• Introduction to Core Banking Course, or familiar with browser and
Core Functional Basics
Channels
More Technology and Architecture courses
Topics include
View all courses
• Evolution and architecture Islamic
• Navigation in classic
• Browser installation
• Installation details for AGENTS architecture and JMS architecture
Risk and Compliance
• Installation of JBASE data base Contact us about this course
• Installation of Core
• Installation of jBoss
• Configuration of Core for browser Analytics
• Configuring multiple environments on a machine to use browser

Index
48
Technology and Architecture -
TLC
Technology 4 days
ONLINE
Courses
Technology and Architecture - Customisation

Learning objectives Introduction

• Customisation tools
• Creation of menus
• Creation of enquiries and reports Core Banking
• Various customisation tools that are used

Target audience Front Office

• Technical Analysts
• Lead Technical Specialists
• Testers Payments
• Process Owners
• Retail Front-end-user

Technology and Architecture


Prerequisites
• Basic introduction to Core and technical modules
Channels
More Technology and Architecture courses
Topics include
View all courses
• Creating abbreviations Islamic
• Auto ID generations
• Creating local reference fields
• Creating menus
Risk and Compliance


Creating deal slips
Creating fast path image graphs
Contact us about this course

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49
Technology and Architecture -
TLC
Technology ONLINE
3 days
Courses
Technology and Architecture - Direct Connect Driver Oracle

Learning objectives Introduction


• Adequate knowledge to understand difference in data storage in j4 and Oracle
• Various environmental variables specific to rdbms conversion and driver configuration
• Adequate knowledge to create required Oracle components for the driver to function -
Core Banking
tablespace, user in Oracle etc.
• Installation procedure of JEDI XML Driver & rdbms conversion package
• Adequate knowledge to work on VOC analysis, conversion and error reporting,
analyzing errors and providing solutions Front Office

Target audience
Payments
• Technical Analysts
• Process Owners
• Business Lead Consultant
Technology and Architecture

Prerequisites
• Basic navigation skills Channels
More Technology and Architecture courses
Topics include View all courses
Islamic
• Installation, configuration and testing connection
• Stubless architecture
• Execution of conversion process
Risk and Compliance


Views, indexes and query analysis
Oracle 11G feature support
Contact us about this course

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50
Technology and Architecture -
TLC
Technology ONLINE 2 days
Courses
Technology and Architecture - Security Management System

Learning objectives Introduction

• Gain overview of Security Management System


• Learning about the usage of user application
• Set up conditions for dispo processing Core Banking

Target audience Front Office

• Business Analysts
• Technical Analysts
• Process Owners Payments

Technology and Architecture


Prerequisites
• Introduction to Core
Channels
More Technology and Architecture courses
Topics include View all courses
Islamic
• Understanding the user application to create and manage the user
• Creation of USER.SMS.GROUP
• Resetting passwords
Risk and Compliance


Override processing
Dispo processing
Contact us about this course

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51
Technology and Architecture -
TLC
Technology ONLINE
2.5 days
Courses
Technology and Architecture - Administration

Learning objectives Introduction

• Gain overview of administration


• Learning about the usage of Service Pack installation
• How to archiving the files in user application Core Banking

Target audience Front Office


• Business Analysts
• Technical Analysts
• Process Owners Payments

Prerequisites Technology and Architecture

• Introduction to Core – Technical


• jBASE (recommended)
• Programming Channels
More Technology and Architecture courses
View all courses
Topics include Islamic

• Performing an upgrade
• Installing a Service Pack
• Updates Risk and Compliance
• Importance and need for archiving
Contact us about this course

Analytics

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52
Technology and Architecture -
TLC
Technology ONLINE
1 day
Courses
Technology and Architecture -
Temenos Open Connectivity Framework
Introduction

Learning objectives
• Overview the Temenos Connectors Core Banking
• Technical related aspect of .Net
• Function of TOCF and batch connectors

Front Office
Target audience
• Technical Analysts
• Process Owners Payments
• IT administrators

Technology and Architecture


Prerequisites
• Introduction to Core - Technical
• OFS (recommended) Channels
More Technology and Architecture courses
View all courses
Topics include Islamic

• Introduction
• TOCF architecture
• Configuring WMQ connector Risk and Compliance
• Configuring batch connectors
Contact us about this course

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53
Technology and Architecture -
TLC
Technology ONLINE 2 days
Courses
Technology and Architecture - Temenos Web Services

Learning objectives Introduction


• Understand: TWS.net, TWS.java, TWS Composer
• Install and configure TWS .net, TWS java
• Use TWS Composer to create web services Core Banking
• Work on TWS Composer, TWS .net and java

Target audience Front Office

• Technical Analysts
• Process Owners
Payments

Prerequisites
• Temenos Open Connectivity Framework - Enterprise Edition Technology and Architecture
• Open Financial Service

Channels
More Technology and Architecture courses
Topics include
• Understanding web services (optional) View all courses
• Introduction to web services in general Islamic
• Install and configure TWS java
• Create and deploy a web service
• Test using SOAP UI Risk and Compliance
• Install and configure TWS .net Contact us about this course

Analytics

Index
54
Technology and Architecture -
Technology 4 days
Courses
Technology and Architecture - Open Financial Service

Learning objectives Introduction

• Overview of OFS
• Learn about OFS modes
• Learn about Batch Mode Core Banking

Target audience
Front Office
• Business Analysts
• Technical Analysts
• Process Owner
• Technical Consultants Payments

Prerequisites Technology and Architecture


• Introduction to Temenos Core
• Advanced technical training (recommended)
Channels
More Technology and Architecture courses
Topics include
• Various types of OFS Modes
View all courses
Islamic
• Introduction and common messages
• OFS Batch Mode
• OFS Response
• OFS Telnet Mode Risk and Compliance
• Encryption Contact us about this course

Analytics

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55
Technology and Architecture-
Design 1 day
Courses
Technology and Architecture - PM Administration

Learning objectives Introduction


• Install and update Front Office PM Web application using DS
• Customize a DS project using the Maven concept
• Set up the Web debug mode Core Banking
• Manage artefacts using a Version Source Control software (SVN and/or GIT)
• Implement a build platform using Jenkins

Front Office
Target audience
• Technical profiles, clients and partners
Payments

Prerequisites
• PM Architecture Technology and Architecture
• Knowledge of Eclipse IDE and Maven concepts (advantageous)

Channels
Topics include More Technology and Architecture courses
• Workspace management (configuration, debugging) View all courses
• Design Studio Projects (Packager and Servers) Islamic
• Maven introduction
• TAP Web deployment framework
• Life Cycle Management (environment strategy, Front Office PM packages)
Risk and Compliance


Introduction to SVN and GIT perspective
Build platform introduction using Jenkins
Contact us about this course

Analytics

Index
56
Technology and Architecture-
Design 2 days

Courses
Technology and Architecture - PM Technical Configuration

Learning objectives Introduction

• Customization of the application on Technical side, i.e. web server part


(Web Front-End excluded). Front Office PM application
• Technical customizations during an implementation project Core Banking

Target audience Front Office


• Technical people involved in the implementation and/or the administration
of Front Office PM application

Payments
Prerequisites
• PM Technical Common Layer Certification
• Technology and Architecture – PM Administration Technology and Architecture
• Unix shell commands: basic knowledge (how to source files, vi, tar)
• J2EE: good knowledge, experience with WebLogic or WebSphere (advantageous)
• Programming basic knowledge of Ant and Java
Channels
More Technology and Architecture courses
Topics include
View all courses
• Technical template projects Islamic
• Packager management throughout Design Studio
• Front Office PM properties extension
• Front Office PM Configuration file adaptation (using Patch file mechanism)
Risk and Compliance


Add external libraries files
J2EE server customization (Jython script, Security, Web Services)
Contact us about this course

Analytics

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57
Technology and Architecture-
Design 1 day
Courses
Technology and Architecture - PM Foundation

Learning objectives Introduction

• Present the Design Studio development workspace


• Introduce the main Design Studio Front Office PM concepts (incl. the package concept)
• Explain the interaction between Front Office PM Core and Design Studio Core Banking

Target audience Front Office


• Business and technical profiles

Payments
Prerequisites
• Knowledge of Front Office PM
• Knowledge of Eclipse IDE and Maven concepts is a plus (advantageous) Technology and Architecture

Channels
Topics include More Technology and Architecture courses
• Workspace configuration
• Model and templates projects
View all courses
Islamic
• PMS Packaging presentation
• Development strategies
• How to use the product to extend Front Office PM Core meta-dictionary
(User Defined Entity) Risk and Compliance
• Use of two designers (Models and Translation) Contact us about this course

Analytics

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58
Technology and Architecture-
Design 2 days
Courses
Technology and Architecture - PM WUI Adaptation

Learning objectives Introduction

• Have a good overview of the standard WUI adaptation


• Learn and demonstrate best practice
• Gain experience with Design Studio designers and the PMS packaging Core Banking
• Understand the data management process
• Manage WUI customization using Design Studio artefacts

Front Office

Target audience
• People with experience on Front Office PM application Payments
• Business and technical profiles

Technology and Architecture

Prerequisites
• PM Business Common Layer Certified Channels
• Technology and Architecture – PM Foundation More Technology and Architecture courses
View all courses
Islamic
Topics include
• Knowing the widgets available in each Designers
• WUI page adaptations on several PMS business functions Risk and Compliance
• Introduction to the PMS processes
Contact us about this course

Analytics

Index
59
Technology and Architecture-
Design 2 days
Courses
Technology and Architecture - PM WUI Processes

Learning objectives Introduction

• Have a global picture of the Front Office PM Web PMS Packaging


• Learn and demonstrate best practice
• Gain experience with Design Studio designers and the PMS packaging Core Banking
• Understand the data management process
• Execute any Web customization using Design Studio artefacts

Front Office

Target audience
• People with experience on Front Office PM application
Payments
• Business and technical profiles

Technology and Architecture


Prerequisites
• PM Business Common Layer Certified
• PM Architecture
• Technology and Architecture - PM Foundation Channels
• Technology and Architecture - PM WUI Adaptation More Technology and Architecture courses
View all courses
Islamic
Topics include
• WUI Pages Adaptation on several PMS business functions
Risk and Compliance
• Introduction to the PMS processes Contact us about this course

Analytics

Index
60
Technology and Architecture-
Design 2 days
Courses
Technology and Architecture – PM OData API

Learning objectives Introduction

• OData implementation, querying and managing Front Office PM data


• Use this protocol in a Front Office PM environment
Core Banking

Target audience Front Office


• People with experience on Front Office PM application
• Business and technical profiles
Payments

Prerequisites
Technology and Architecture
• PM Architecture
• Technology and Architecture – PM Foundation
• J2EE/Java knowledge
Channels
More Technology and Architecture courses
View all courses
Topics include Islamic
• Architecture overview
• Security constraint using OData
• Concepts Risk and Compliance
• Execution of some queries and business functions Contact us about this course

Analytics

Index
61

Training feedback Courses
from our side was
extremely positive...


Introduction
thanks for a job well done!
Juha Volotinen - Programme Director - Aktia
Core Banking

Front Office

Payments

Channels Technology and Architecture

Channels
Channels - Temenos UXP Foundation and Hybrid Apps
Channels - Corporate Internet Banking
Islamic
Channels - PM End-User
Channels - PM Packaging
Risk and Compliance
Channels - PM Installation
Channels - PM Adaptation
Analytics

Index
Channels TLC
ONLINE 5 days
Courses
Channels - Edge Connect Foundation and Hybrid Apps

Learning objectives Introduction

• Explain the software components that make up the development and run-time
environment for an Temenos UXP application.
• Understanding of the basic concepts and terminology used by Temenos UXP Core Banking
• Creation of new applications and the rules that need to be adopted when using
the product will also be covered.

Front Office

Target audience
• General Payments

Prerequisites Technology and Architecture


• Download, install the Temenos UXP license

Channels
Topics include More Channels courses
• Create basis for a new application View all courses
• Data store and lists Islamic
• Screen functionality
• Rules
• XML integration
Risk and Compliance


Components
Language maps
Contact us about this course

Analytics

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63
Channels TLC
ONLINE 3 days
Courses
Channels - Corporate Internet Banking

Learning objectives Introduction

• Technical knowledge to install, configure and customize the Temenos


Connect Internet Banking
• Creation of internet banking user and the authentication process involved Core Banking

Target audience
Front Office
• General

Prerequisites Payments
• Temenos UXP Foundation
• Core Essentials
• AA Core
Technology and Architecture

Topics include
Channels
• Technical Architecture of TCIB
• Deploying WAR files
More Channels courses
• Screen flow of Retail, Corporate and Wealth Internet Banking from View all courses
user perspective Islamic
• Integrating the Internet banking solution with Core Banking
using edge Connect
• Creation of Internet Banking User using AA
Risk and Compliance
• Authentication and security processes
• Branding and customization
Contact us about this course

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64
Channels
1 day
Courses
Channels - PM End User

Learning objectives Introduction

• Understand the different roles provided with the solution


• Perform Portfolio Analysis functions
• Execute trading functions Core Banking
• Manage messages

Front Office
Target audience
• Anyone who needs to use or implement the Front Office WM Channels
Portfolio Management system Payments

Technology and Architecture


Prerequisites
• None
Channels
More Channels courses
Topics include View all courses
Islamic
• Home pages, preconfigured role, client, portfolio
• Portfolio summary, assets, future cash flow, performance, reports, risk indicators
• Trading activities (placing orders, cash transfers, open orders, watch list)
• Inbox messages, sent items and new message Risk and Compliance
• Multi-language
Contact us about this course

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65
Channels
1 day
Courses
Channels - PM Packaging

Learning objectives Introduction

• Overview of the objects defined in the Front-Office system (Format and Screens
in particularly) used by the Channels Portfolio Management system
• Understand the main adaptation to be done from a business standpoint Core Banking

Front Office
Target audience
• Anyone who needs to use or implement the Front Office WM
Channels Portfolio Management system Payments
• Super-users and consultants

Technology and Architecture


Prerequisites
• Front Office – PM Scripts and Formats
• Channels – PM End-User Channels
More Channels courses
View all courses
Islamic
Topics include
• Parameters
• Classification, lists Risk and Compliance
• Formats, screens
Contact us about this course

Analytics

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66
Channels
2 days
Courses
Channels - PM Installation

Learning objectives Introduction

• How to install/configure the solution

Core Banking

Target audience
Front Office
• Technical people involved in the Front Office WM Channels Portfolio
Management implementation

Payments

Prerequisites
• Front Office – PM Installation Technology and Architecture
• Good knowledge of Front Office WM product
• TCCP Front Office Bronze certification (recommended)
Channels
More Channels courses
Topics include View all courses
Islamic
• Architecture overview
• Environment setup and installer presentation
• Basic deployment
Risk and Compliance


Advanced deployment with SSL implementation
Introduction to technical customization
Contact us about this course

Analytics

Index
67
Channels
2 days
Courses
Channels - PM Adaptation

Learning objectives Introduction


• How to perform any change requested by a client across the whole solution

Core Banking
Target audience
• People involved in the Front Office WM Channels Portfolio
Management implementation Front Office

Prerequisites Payments
• Channels Temenos UXP Foundation
• Design - PM OData API
• Good knowledge of Front Office WM product
Technology and Architecture
• TCCP Front Office Bronze certification (recommended)

Channels
Topics include More Channels courses
• Environment development setup View all courses
• Interaction between all technologies making up the Islamic
Front Office WM web front-end solution
• Customization based on business requirement
• Management of the input control, default value,
Risk and Compliance
Core functions and formats with the OData requests
• Technical impacts throughout the Front Office WM solution
Contact us about this course

Analytics

Index
68

Training from Courses
the Temenos team
was very satisfying – they


Introduction
showed excellent knowledge.
Kasfil Tanjung - Project Manager - Bank Artha Graha, Jakarta
Core Banking

Front Office

Payments

Technology and Architecture

Channels

Introduction to Islamic Banking Products


Islamic
Islamic - Investment Products
Islamic - Investment Profit Distribution System
Islamic - Finance Products Risk and Compliance

Islamic - Trade Finance


Analytics

Index
IslamicSuite
1 day
Courses
Introduction to Islamic Banking Products

Learning objectives Introduction

• Gain overview of Islamic Banking features


• Learn various types of Islamic Banking Products
• Linkages with static table such as commission and charges Core Banking

Front Office
Target audience
• People with sound knowledge on conventional banking
• Business and Technical Analysts beginners to Islamic banking Payments

Technology and Architecture


Prerequisites
• Sound knowledge on banking functionality and Islamic banking functionality
• Basic knowledge on Islamic Shariah laws Channels
More IslamicSuite courses
View all courses
Islamic
Topics include
• Product overview
• Difference between conventional banking and Islamic banking Risk and Compliance
• Various types of Islamic products such as investment products, finance products
Contact us about this course

Analytics

Index
70
IslamicSuite
0.5 day
Courses
Islamic - Investment Products

Learning objectives Introduction

• Gain overview of Islamic Investment Product features


• Learn various types of Islamic Investment products
• Linkages with static table such as commission and charges Core Banking

Front Office
Target audience
• People with sound knowledge on conventional banking
• Business and Technical Analysts beginners to Islamic banking Payments

Technology and Architecture


Prerequisites
• Sound knowledge on banking functionality and Islamic banking functionality
• Basic knowledge on Islamic Shariah laws Channels
More IslamicSuite courses
View all courses
Islamic
Topics include
• Product overview
• Difference between conventional banking and Islamic banking Risk and Compliance
• Various types of Islamic products such as: Wakala Deposit, Mudaraba Deposits
Contact us about this course

Analytics

Index
71
IslamicSuite
0.5 day
Courses
Islamic - Investment Profit Distribution System

Learning objectives Introduction

• Gain overview of Islamic banking Profit Distribution System (PDS)


• Learn to set up various parameter tables connected with this module
• Learn to simulate PDS and perform profit distribution Core Banking
• Learn enquiries and accounting process under PDS

Front Office
Target audience
• People with sound knowledge on conventional banking
• Business and Technical Analysts beginners to Islamic banking
Payments

Prerequisites
• Sound knowledge on banking functionality and also Islamic banking Technology and Architecture
and Islamic products
• Basic knowledge on Islamic Shariah laws
Channels
More IslamicSuite courses
Topics include
View all courses
• Product overview Islamic
• Parameter setup
• Profit distribution and calculation and simulation
• Profit distribution and other features related to this module
Risk and Compliance


Enquiries and reports
Accounting process
Contact us about this course

Analytics

Index
72
IslamicSuite
2 days
Courses
Islamic - Finance Products

Learning objectives Introduction


• Gain overview of Islamic banking finance products
• Learn to set up various parameter tables connected with this module
• Learn to do transaction under various Islamic finance products Core Banking
• Learn enquiries and accounting process under Islamic finance products
• Repossession and PD payments

Front Office
Target Audience
• People with sound knowledge on conventional banking
• Business and Technical Analysts beginners to Islamic banking Payments

Prerequisites
Technology and Architecture
• Sound knowledge on banking functionality and also Islamic Banking
and Islamic products
• Basic knowledge on Islamic Shariah laws
Channels
More IslamicSuite courses
Topics Include
• Product overview
View all courses
Islamic
• Parameter setup
• Murabaha product
• Musharaka Product Features
• Ijara Product features Risk and Compliance
• Repossession of Assets and PD Payments  Contact us about this course

Analytics

Index
73
IslamicSuite
1 day
Courses
Islamic - Trade Finance

Learning objectives Introduction

• Gain overview of Islamic banking Trade Finance products


• Learn to set up various parameter tables connected with this module
• Learn to Input transaction like LC Murabaha, LC Musharaka, LC Ijara Core Banking
and LC Musawama
• Learn enquiries and accounting process under LC Trade Finance

Front Office
Target audience
• People with sound knowledge on conventional banking
• Business and Technical Analysts beginners to Islamic banking Payments

Prerequisites
Technology and Architecture
• Sound knowledge on banking functionality and also Islamic banking
and Islamic products
• Basic knowledge on Islamic Shariah laws
Channels
More IslamicSuite courses
Topics include
View all courses
• Product overview Islamic
• Parameter setup
• Product Features like LC Murabaha, LC Musharaka,
LC Ijara and LC Musawama
Risk and Compliance
• Enquiries and reports
• Accounting process
Contact us about this course

Analytics

Index
74
Courses

Introduction

Core Banking

Front Office

Risk and
Payments

Technology and Architecture

compliance Channels

Risk and Compliance – IFRS (International Financial Islamic

Reporting Standards)
Risk and Compliance

Analytics

Index
Risk and Compliance TLC
ONLINE
3 days
Courses
Risk and Compliance – IFRS
(International Financial Reporting Standards)
Introduction
Learning objectives
• Gain overview IFRS Module
• Learning about Multi GAAP reporting Core Banking
• Learning about classification of financial assets and financial liabilities
• Learning about linkages with accounting and reporting

Front Office
Target audience
• Financial Experts
• Business Analysts
Payments
• Business Testers
• Process Owners

Prerequisites Technology and Architecture


• Basic Core navigation skills
• COB
• Financial Reporting Channels
• Underlying banking business More Risk and Compliance courses
Topics include View all courses
Islamic
• Multi GAAP processing • Fair Value accounting and relevant Excel functions
• Product features • Cash flow engine
• Classification of financial • Consolidation workshops
• IFRS impairment and reclassification Risk and Compliance
Assets & liabilities
Contact us about this course

Analytics

Index
76

This training Courses
made us understand
a very complex topic in an


Introduction
easy and simple manner!
Juha Volotinen - Programme Director - Aktia
Core Banking

Front Office

Analytics Payments

Technology and Architecture

Analytics - Business Insight


Analytics - Technical Insight Channels

Islamic

Risk and Compliance

Analytics

Index
Analytics
5 days
Courses
Analytics – Business Insight

Learning objectives Introduction


• Create cube analysis reports using analysis reporting tool and MS Excel, quick reports
• Basics fundamental info for SQL environment, Relationships Data sets
• Create KPI’s and Dashboards Core Banking
• Set up maturity bands, age ranges, balance ranges used in reporting
• Have an overview of the ‘out of the box reporting’ of Financial/ Customer
and Operational Intelligence
Front Office

Target audience
• Management Information system Users
Payments
• Business Analysts
• Business Architects
• Process Owners
Technology and Architecture

Prerequisites
• Basic navigation skills Channels
• Core Financial Reporting More Analytics courses
View all courses
Islamic
Topics include
• Overview, Business System • Insight KPI’s and Dashboards
Architecture/ Navigation • Out of the box Reporting FI-CI-OI
Risk and Compliance
• Insight Cubes and Excel
• Insight Analysis Reports


Insight Pricing FTP Reports
Mobile overview
Contact us about this course
• Insight Quick Reports
Analytics

Index
78
Analytics
5 days
Courses
Analytics – Technical Insight

Learning objectives Introduction


• Gain overview the Temenos Technical Insight
• Data flow
• Learning about OLAP Tool Core Banking
• Data Extraction and ETL
• BI applications use data gathered from a data warehouse or a data mart
• Reports generation in Insight
• Insight Security Front Office

Target audience
• Technical Analysts Payments
• Process Owners
• Management Information Analysts

Technology and Architecture


Prerequisites
• Basic navigation skills/ SQL
• Introduction to Core Technical
Channels
More Analytics courses
Topics include
• Introduction • Adding new Colum (ETL Process) View all courses
Islamic
• Temenos Technical Insight • Data mapping/ Data manager
Architecture/ Data Flow • Reporting building
• DW EXPORT Overview and configuration • Security
• ETL process/ data flow structure/ Risk and Compliance
store procedures Contact us about this course

Analytics

Index
79
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