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Courses

Temenos UniversityTraining Course Catalogue

Core Banking

Front Office

Technology and Architecture

Channels

Islamic

Risk and Compliance

Analytics

Payments

Introduction

Index

Courses

2

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

Our training courses provide an important element of the full range of services that we offer to our clients. We recommend that as well as attending the introductory courses, your Temenos Core Banking, Front Office PM 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 Core Banking, Front Office, Payments, Technology and Architecture, Channels, Islamic, Risk and Compliance, Analytics

and Reporting. During the specially designed workshops the knowledge that has been gained will be assessed. We provide services of experienced Temenos trainers to supplement their insights of the full range of Temenos products references.

Our training courses are delivered via several methods: instructor led, virtual self study (e-learning) and virtual classroom delivery.

Please look for the e-learning courses in the catalogue under

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.

Your Sincerely

Paul HowellHead of Education

Introduction

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Introduction

Index

Courses

3

Core BankingFunctional Courses

• Core - Introduction to Temenos Core: Functional Induction• Core - Arrangement Architecture Core• Core - Arrangement Architecture Deposits• Core - Arrangement Architecture Loans• Core - Arrangement Architecture Retail Accounts• Core - Account• Core - Financial Accounting• Core - Financial Reporting• Core - Multi Company• Core - Limits

Technical Courses• Core - Collateral• Core - Arrangement Architecture Core: Technical• Core - Close of Business (COB) Management• Core - Process Work Flow

Technology and ArchitectureTechnology

• Technology and Architecture - Introduction to Temenos Core - Technical Induction

• Technology and Architecture - Customisation• Technology and Architecture - Direct Connect Driver Oracle• Technology and Architecture - Security Management System• Technology and Architecture - Administration• Technology and Architecture - Temenos Open Connectivity

Framework• Technology and Architecture - Temenos Web Services• Technology and Architecture - Open Financial Service

Design • Technology and Architecture - PM Administration• Technology and Architecture - PM Technical Configuration• Technology and Architecture - PM Foundation• Technology and Architecture - PM WUI Adaptation• Technology and Architecture - PM WUI Processes• Technology and Architecture - PM OData API

Front OfficeIntroductory Courses

• Front Office - PM B2F• Front Office - PM F2B• Front Office - PM Data Administration and Security Overview

Functional Courses• Front Office - PM Scripts and Formats• Front Office - PM Packaging• Front Office - PM Portfolio• Front Office - PM Order Management• Front Office - PM Advanced Performance Analysis• Front Office - WM How to Use• Front Office - WM Campaigns and Opportunities• Front Office - WM Modelling• Front Office - WM Performance• Front Office - WM Orders• Front Office - WM Advisory Models and Compliance• Front Office - Teller

Technical Courses• Front Office - PM Architecture• Front Office - PM Installation• Front Office - PM System Management• Front Office - PM Monitoring and Performance• Front Office - PM TSL• Front Office - WM Technical Basics• Front Office - WM Administration• Front Office - WM Operation and Troubleshooting• Front Office - Customer Relationship Management• Front Office - Delivery

Channels

• Channels - Temenos UXP Foundation and Hybrid Apps• Channels - Corporate Internet Banking• Channels - PM End-User• Channels - PM Packaging• Channels - PM Installation• Channels - PM Adaptation

Payments• Payments - Funds Transfer

Islamic• Islamic - Introduction to Islamic Banking Products• Islamic - Investment Products• Islamic - Investment - Profit Distribution System• Islamic - Finance Products• Islamic - Trade Finance

Risk and compliance• IFRS (International Financial Reporting Standards)

Analytics • Analytics - Business Insight• Analytics - Technical Insight

All courses

V4- 10.2016

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

”This training

made us understand a very complex topic in an easy and simple manner!

”

Functional TechnicalCore - Introduction to Temenos Core: Functional InductionCore - Arrangement Architecture CoreCore - Arrangement Architecture DepositsCore - Arrangement Architecture LoansCore - Arrangement Architecture Retail AccountsCore - AccountCore - Financial AccountingCore - Financial ReportingCore - Multi CompanyCore - Limits

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Core - CollateralCore - Arrangement Architecture Core: TechnicalCore - Close of Business (COB) ManagementCore - Process Work Flow

Core Banking

Juha Volotinen - Programme Director - Aktia

Courses

5

Contact us about this course

Core Banking - Functional

Learning objectives• Gain overview of select introductory modules • Learn to input, execute and complete relevant transactions• Learn the dependency of various tables • Understand various enquiries and reports

Target audience• General

Prerequisites• None

Topics include• Overview • Navigation • Basic end-user operations in the following modules. Customer and Account are always included in this course. The others may be selected based on your needs • Deposits • Teller• Funds Transfer• Limits, Collateral • AA Loans • Forex and Money Market• Securities.

3 - 8 days

More Core Banking courses

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Core - Introduction to Temenos Core: Functional Induction

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Introduction%20to%20Temenos%20Core%20-%20Functional%20Induction%20%7C%20Training%20Course%20Catalogue%202016

Courses

6


Learning objectives• Gain overview of Arrangement Architecture Core (AAC) • Learning the various product components - property classes, properties and product conditions • Learn to design a product • Learning the relationship between product and arrangement • Learning about activities • Learning about simulation and reverse and replay

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

Prerequisites• Basic Core naviagation skills

Topics include• Introduction to AA Building blocks• Product hierarchy• Product builder and catalogue• Building products in AA Core• Introduction to product conditions• Proofing and publishing in product catalogue

3 days


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Core - Arrangement Architecture Core


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20Arrangement%20Architecture%20Core%20%7C%20Training%20Course%20Catalogue%202016

Courses

7

5 days

Contact us about this courseContact us about this course

Learning objectives• Gain product overview of AA Deposits • Learning about Deposits product line and property classes • Learning to set up parameter tables connected with this module • Learning to input, execute and complete different types of deposit products • Learning about the accounting flow in AA• Learning about arrangement financial balances, balance types

Target audience• Retail Front Office end-users• Business Architects• Testers dealing with retail deposits• Business Analysts

Prerequisites• Basic navigation skills• AA Core

Topics include• Product features• Parameter tables • Various property class, property product conditions • Attributes and action in property class• Periodic attributes • Accounting flow in AA Deposit• To design a deposit product


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Core - Arrangement Architecture Deposits


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:?subject=Introduction%20to%20Temenos%20T24%20%28Functional%20Induction%29%20%7C%20Training%20Course%20Catalogue%202014

mailto:university%40temenos.com?subject=Core%20Arrangement%20Architecture%20Deposits%20%7C%20Training%20Course%20Catalogue%202016

Courses

8

7days


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

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

Prerequisites• Basic Core navigation skills• AA Core

Topics include• Product features• Parameter tables • Various property class, property product conditions

• Attributes and action in property class• Periodic attributes • Accounting flow in AA Loans• How to design a deposit product


View all courses

Core - Arrangement Architecture Loans


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=%20%20Core%20Arrangement%20Architecture%20Loans%20%7C%20Training%20Course%20Catalogue%202016

Courses

9

5 days

Core - Arrangement Architecture Retail Accounts

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


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

Prerequisites• Temenos Core Induction Course• AA Core • A sound knowledge of underlying banking business

Topics include• Product features• Parameter tables • Various property class, property product conditions • Attributes and action in property class

• Periodic attributes • Accounting flow in AAR Accounts • Designing a Retail Account product • AA Simulation and reverse replay • Product bundle


View all courses


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Arrangement%20Architecture%20Retail%20Accounts%20%7C%20Training%20Course%20Catalogue%202016

Courses

10

4 days

Core - Account

Learning objectives• 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 • Understand requirements for defining different types of account balances• View reports and enquiries relevant to account balances

Topics include• Overview• Linkages with other core tables • Main parameter tables• Different types of accounts current, savings and internal• Different types of interest and charges calculations • Relevant accounting and messaging • Enquiries and reports



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Target audience• Business Architects• Business Analysts• Process Owners• Front-end-user on Retail operations

Prerequisites• Introduction to Core Banking • A sound knowledge of underlying banking business


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Account%20%7C%20Training%20Course%20Catalogue%202016

Courses

11

4 days

Core - Financial Accounting

Learning objectives• Gain overview of Financial Accounting • Learn linkages with core tables including category, country, sector etc.• Configure parameter tables• Learn to set condition for consolidation of entries • Understand different types of accounting entries • Different types of work files which are used for the purpose of consolidation

Topics include• Overview• Linkages with core tables• Main parameter tables• Different types of accounting entries• Consolidation of accounting entries• Revaluation of assets and liabilities• Consolidated reporting base• The course will cover the accounting structure; however, it will not

cover in detail, the accounting entries specific to various modules.



View all courses

Target audience• Business Architects• Business Analysts• Teams working with financial management

Prerequisites• Introduction to Core Banking• Core Accounts (recommended)• A sound knowledge of underlying banking business • A sound knowledge of the basics of Accounting


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Financial%20Accounting%20%7C%20Training%20Course%20Catalogue%202016

Courses

12

3 days

Core - Financial Reporting

Learning objectives• Gain overview of Reporting module • Learn linkages with core tables including consolidation conditions• Configure parameter tables• Learn to input, create header, column and lines • Understand requirements for defining different types of reports

Topics include• Overview• Reporting tools such as headers, columns and lines• Additional tools• Asset types • Generation of different types of reports

Target audience• Business Architects• Business Analysts• Process Owners• Financial Experts

Prerequisites• Introduction to Core Banking• Core Financial Accounting• A sound knowledge of underlying banking business




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Financial%20Reporting%20%7C%20Training%20Course%20Catalogue%202016

Courses

13

2 days

Core - Multi Company

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• Product features of Multi Company module• Learning about setting up Multi Company and Multi Book installations

Topics include• Introduction• Inter-company accounting and reporting• COB processing and parameter tables• Setting up of a multiple company environment• Reports and enquires

Target audience• Business Architects• Business Analysts• Technical Analysts

Prerequisites• Basic Core navigation skills• Core Financial Accounting• Underlying banking business




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Multi%20Company%20%7C%20Training%20Course%20Catalogue%202016

Courses

14

3 days

Core - Limits

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

Topics include• Introduction• Limits • Overview• Amending Limits

• Other features• Product features• Cross Limits• Reports and Enquires

Target audience• Business Architects• Testers dealing with credit verticals • Business Analysts• Process Owners

Prerequisites• Basic Core navigation skills• Underlying banking business




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Limits%20%7C%20Training%20Course%20Catalogue%202016

Courses

15

1.5 days

Core - Collateral

Learning objectives• Gain an overview of the Collateral Module• Linkages with core tables including collateral parameters like collateral type, collateral right and collateral code• Secured limits with collateral security• Set up parameter tables connected with this module

Topics Include• Product overview• Parameter tables• Product features• Enquiries and reports • System maintained table

Target audience• Credit Administrator • Front Office end-users in credit operations • Business Architects• Testers dealing with Credit Operations • Business Analysts• Process Owners

Prerequisites• Basic Core navigation skills• Limits • Underlying banking business

Core Banking - Technical



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Collateral%20%7C%20Training%20Course%20Catalogue%202016

Courses

16

2 days

Core - Arrangement Architecture Core: Technical

Learning objectives• Gain overview of the Core Technical related architecture on AA • Learn the dependency of various tables • Create user defined routines and local reference • Understand various enquiries and reports

Topics include• AA Simulations in AA• OFS Bulking in AA• Important property classes • Product proofing and publishing related applications

Target audience• People with technical background knowledge: IT Architect, Product Developer,

IT Developer, IT Business Analyst, Technical Testers

Prerequisites• Induction to Core Technical • AA Core• OFS in Core (recommended)




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Arrangement%20Architecture%20Core%20-%20Technical%20%7C%20Training%20Course%20Catalogue%202016

Courses

17

3 days

Core - Close of Business (COB) Management

Learning objectives• Gain overview of COB Management module• Learn about the detailed process work flow on COB Module

Topics include• Multi-Threading • Services• COB processing • Global processing

Target audience• Technical Analysts• Process Owners• Testers

Prerequisites• Introduction to Core - Technical• Programming (recommended)• Multi Company Business course (recommended)




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=%20%20Core%20-%20COB%20Management%20%7C%20Training%20Course%20Catalogue%202016

Courses

18

3 days

Core - Process Workflow

Learning objectives• 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 • Learn to install, create and deploy workflows from PW Designer to Temenos Core • How to execute the workflow

Topics include• 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• Pattern based workflows in Core Banking

Target audience• Business Analysts• Technical Analysts• Process Owners

Prerequisites• Basic Core navigation skills • Basics of rules engine




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Core%20-%20Process%20Work%20Flow%20%7C%20Training%20Course%20Catalogue%202016

Courses

Front Office

”The course

was very hands on. All in all, we were

very happy with the training.

”

Martin Toner - IT Manager - KBC Bank

Front Office - PM B2FFront Office - PM F2BFront Office - PM Data Administration and Security Overview

Introductory CoursesFront Office - PM Scripts and FormatsFront Office - PM PackagingFront Office - PM PortfolioFront Office - PM Order ManagementFront Office - PM Advanced Performance AnalysisFront Office - WM How to UseFront Office - WM Campaigns and OpportunitiesFront Office - WM ModellingFront Office - WM PerformanceFront Office - WM OrdersFront Office - WM Advisory Models and ComplianceFront Office - Teller

Functional CoursesFront Office - PM ArchitectureFront Office - PM InstallationFront Office - PM System ManagementFront Office - PM Monitoring and PerformanceFront Office - PM TSLFront Office - WM Technical BasicsFront Office - WM AdministrationFront Office - WM Operation and TroubleshootingFront Office - Customer Relationship ManagementFront Office - Delivery

Technical Courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

20

Front Office - Introductory Courses

2 days

Front Office - Portfolio Management B2F

Learning objectives• Use the context and search tool• Launch Portfolio Management menu functions • Understand the views available and the results• Understand what can be administrate through the WUI

Topics includePart I : Portfolio Analysis

• Home - Search and Dashboard• Predefined Queries• Notifications and messages• Alerts

Part II : Portfolio Analysis - B2F Function• Identification• Valuation and Held Assets• Return• Performance• Portfolio activity• Future cash flow• Compliance checking• Reporting• Portfolio Risk module

Part III : Administration• Portfolio• Strategy

Target audience• Anyone with a need to use or implement Portfolio

Management Analysis Menu and thus the B2F Functions

PrerequisitesNone


More Front Office courses

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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20B2F%20%7C%20Training%20Course%20Catalogue%202016

Courses

21

1 day

Front Office - Portfolio Management F2B

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

Topics includePart I : Order Management

• Introduction• Single order• Allocate order• Rebalancing• Order session• Order list

Part II : Proposal Generator• Introduction• Create a proposal• Existing proposal

Target audience• Anyone with a need to use or implement Order Management

or Proposal Generator Menu and thus the F2B Functions

PrerequisitesNone




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20F2B%20%7C%20Training%20Course%20Catalogue%202016

Courses

22

1 day

Front Office - PM Data Administration and Security Overview

Learning objectives• Discover the different data in the administration menu, their objectives, their key elements, some examples• Understand some key concepts such as lists and classifications• 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

Topics include• Data Administration

� Main data � Infrastructure data � Lists and classification

• Security Administration � Users setup � User security setup Contact us about this course

Target audience• Super-users• All users (front/middle and/or back office) who have to enter,

maintain and/or check data in the administration menu of Front Office PM Core

Prerequisites• Basic financial knowledge and/or IT knowledge



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Data%20Administration%20and%20Security%20Overview%20%7C%20Training%20Course%20Catalogue%202016

Courses

23

Learning objectivesRegarding Script, you will:

• Discover basic database concepts (relational database, data type, ID, foreign key)• Understand the key concepts of scripting (entity, attribute, business key, type of attribute, syntax, keyword, operator, function, direct and indirect access, 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)

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• Understand how to make basic screen customization• Make the link between a user and a set of format and screen

2 days

Front Office - PM Scripts and Formats

Topics include• Script language

� Introduction to scripting � Database concept and the data

model in Front Office PM Core � Script language basics

• Formats � Definitions � User setup in TAP GUI � Format characteristics and attributes � Format element characteristics and attributes

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

Prerequisites• FO - PM B2F

Front Office - Functional Courses

Contact us about this courseContact us about this course


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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:?subject=Introduction%20to%20Temenos%20T24%20%28Functional%20Induction%29%20%7C%20Training%20Course%20Catalogue%202014

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Scripts%20%26%20Formats%20%7C%20Training%20Course%20Catalogue%202016

Courses

24

1 day

Front Office - PM Packaging

Learning objectives• Understand the main adaptation to be done from a business standpoint• Basic adaptations (client adaptations) based on the standard packaging

Topics include• Presentation and Adaptation of the Front Office PM Core packaging • Parameters• Classification, lists• Formats, screens• Status• Profiles Contact us about this course

Target audience• Super-users• Business Consultants

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



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Packaging%20%7C%20Training%20Course%20Catalogue%202016

Courses

25

2 days

Front Office - PM Portfolio

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

Topics includeDifferent strategy natures:

• Asset allocation• Model portfolio• Recommendation list• Constraints• Strategy naturess


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

Prerequisites• FO - PM B2F• FO - PM Scripts and Formats• FO - PM Operations and Positions



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Portofolio%20%7C%20Training%20Course%20Catalogue%202016

Courses

26

2 days

Front Office - PM Order Management

Learning objectives• Analyze, implement and use the main order management functions

Topics include• Defining the workflow and the different ways to create/generate an order• Setting up the implementation of an order: status, input control, default values, filters, simplified screens, rules for fees and taxes• Generating orders through the order entry function, using different functions to display data• Description and setup of the initiate order functionality• Administration of orders during the life cycle of the operation• Setting up the security aspects of order management


Target audience• Super-users

Prerequisites• PM B2F• PM Scripts and Formats• PM Operations and Positions



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Order%20Management%20%7C%20Training%20Course%20Catalogue%202016

Courses

27

4 days

Front Office - PM Advanced Performance Analysis

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

Topics include• Functional aspects (theoretical concepts of performance)• Description of different methods of performance computation• Use of Front Office PM solution GUI / WUI performance business function• Front Office PM performance infrastructure • Storing of performance data• Practical case/ workshop on a stepped up approach

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

Prerequisites• PM Bronze Certification• PM Financial Instruments• PM Scripts and Formats• PM Operations and Positions• PM Portfolio Modelling




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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Advanced%20Performance%20Analysis%20%7CTraining%20Course%20Catalogue%202016

Courses

28

Learning objectives• Understand how Front Office WM supports wealth management activities • Maximize usage and usefulness of Front Office WM• Use key features of Front Office WM

3 days

Front Office - WM How to Use

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

mass mailings and client portalContact us about this course

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




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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20How%20to%20Use%20%7C%20Training%20Course%20Catalogue%202016

Courses

29

0.5 day

Front Office - WM Campaigns and Opportunities

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

Topics include• Create and analyze sales opportunities and monitor the sales pipeline• Create, administer and track marketing campaigns


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


Prerequisites• WM How to Use


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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Campaigns%20and%20Opportunities%20%7C%20Training%20Course%20Catalogue%202016

Courses

30

1 day

Front Office - WM Modelling

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 investment advice to clients

Topics include• Create and use a model• Create and maintain model parameters that will guide the rebalancing process• Generate an order worksheet


Target audience• Investment Researchers• Relationship Managers




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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Modelling%20%7C%20Training%20Course%20Catalogue%20201

Courses

31

1 day

Front Office - WM Performance

Learning objectives• 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

Topics include• Performance calculation methods• How performance is stored in Front Office WM• Where performance is displayed in the Advisor Portal (Web UI)• Account/Portfolio valuation - factors affecting valuation, required

dependent data, handling of backdated updates (pricing, transactions)Contact us about this course

Target audience• Portfolio Managers• Performance Specialists• Technical staff




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Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Performance%20%7C%20Training%20Course%20Catalogue%202016

Courses

32

1 day

Front Office - WM Orders

Learning objectives• 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• 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

Topics include• Order types• Create, modify, copy and delete orders• Order workflow• Work with order worksheets• Compliance checks• Various states of an order


Target audience• End-users• Technical staff




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Orders%20%7C%20Training%20Course%20Catalogue%202016

Courses

33

1.5 days

Front Office - WM Advisory Models and Compliance

Learning objectives• 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• Understand the risk tolerance of their clients and prospects • Monitor client’s investments, financial goals, constraints/restrictions and

risk factors on a daily basis

Topics include• Learn about the various components that make up an investment policy template,

proposal and investment policy statement• Create an investment policy template, proposal and investment policy statement• Use a risk questionnaire and understand how it influences the creation of an

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 or their intended involvement in the portfolio management process Contact us about this course

Target audience• End-user• Relationship Managers




View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Advisory%20Models%20and%20Compliance%20%7C%20Training%20Course%20Catalogue%202016

Courses

34

3 days

Front Office - Teller

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

Topics include• Introduction• Tellers • Overview• Product features• Enquiries and reports


Target audience• Retail Front Desk user • Business Analysts• Business Architects• Process Owners


Prerequisites• Basic navigation skills• Underlying banking business More Front Office courses

View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20Teller%20%7C%20Training%20Course%20Catalogue%202016

Courses

35

1 day

Front Office - PM Architecture

Learning objectives• Front Office PM architecture layers: presentation, application,

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

Topics include• Architecture overview (incl. J2EE server and databases)• Application management (incl. security)• Front Office PM interface modules• Web Services architecture• Reporting architecture


Target audience• Anyone involved in the implementation and/or the administration

of Front Office PM application • Clients, partners having technical skills

Front Office - Technical Courses

Prerequisites• Understanding of database concepts • J2EE framework • Client-server model


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Architecture%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

36

2 days

Front Office - PM Installation

Learning objectives• 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• Basic configuration and execution of administrative tasks to manage

efficiently an environment

Topics include• Learning objectives• Installation and configuration of the Core, Service Layer, Web parts,

Reporting module (Live! Report)• Interface module (Gateway Pack) presentation• Introduction of the third parties software compatible with the product (Oracle,

Sybase, Actuate, WebLogic, WebSphere and WebSphere Transformation extended)Contact us about this course

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

Wealth Suite Front Office Portfolio Management system


Prerequisites• FO - PM Architecture • Unix shell commands: basic knowledge (how to source files, vi, tar)• Database administration: good knowledge of Oracle/Sybase and SQL• J2EE good knowledge: experience with WebLogic or WebSphere (recommended)• Basic knowledge of Ant and Java


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Installation%20%7C%20Training%20Course%20Catalogue%202016

Courses

37

2 days

Front Office - PM System Management

Learning objectives• 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 • Technical customizations during an implementation project

Topics include• Security (password, encryption)• Core administration (interactive command, users, lists, servers, batches)• Web registry extension• Duplication of Front Office environment using standard tools (ICT, MICU)• Technical reports• Database customization: user defined attributes and new user defined entities.• Logs and traces: troubleshooting management


Target audience• Technical people involved in the implementation and/or the administration

of Wealth Suite Front Office Portfolio Management system


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• J2EE: good knowledge, experience with WebLogic or WebSphere (advantageous)• Programming: basic knowledge of Ant and Java


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20System%20Management%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

38

1 day

Front Office - PM Monitoring and Performance

Learning objectives• 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

Topics include• General concepts: architecture concepts, the unwanted behaviour,

the performance enhancers• Core description: security, format, list, classification, script, caches• Web: J2EE architecture, best practices, caches, Job Launcher• Tools to perform the analysis of the system



Prerequisites• FO – PM Technical Common Layer Certification

Target audience• People involved in the implementation and/or the administration

of Front Office PM application


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20Monitoring%20and%20Performance%20%7C%20Training%20Course%20Catalogue%202016

Courses

39

2 days

Front Office - PM TSL

Learning objectives• All detail features of the module• How to customize and manage the TSL module

Topics include• Technical Solution overview • TSL engine (TSL flows, global/local cache concept, rule based engine)• TSL API and processes• TSL pre-computed attributes• Database management• BPI processes


Target audience• People involved in the implementation and/or the administration



Prerequisites• Front Office – PM Technical Common Layer Certification


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20PM%20TSL%20%7C%20Training%20Course%20Catalogue%202016

Courses

40

2 days

Front Office - WM Technical Basics

Learning objectives• Describe Wealth Manager’s architecture and technology components• Explain the components that make up the business, storage and

operational services/layers

Topics include• Business Object Model• Data interfaces/Financial engines • Architecture • Web services • Security model• Data model


Target audience• End-user administrator • Technical staff


Prerequisites• FO – WM How to Use


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Technical%20Basics%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

41

2 days

Front Office - WM Administration

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

Topics include• Find and correct data loading errors through Data Administration• Maintain employee, business units and organization hierarchy • Understand the process of an Object Change Request• Maintain instrument prices• Perform a position reconciliation• Process scheduled client reports• Maintain public views


Target audience• Middle-office • Back-office staff involved with system and data

administration and client report generation


Prerequisites• FO – WM How to Use• FO – WM Technical Basics (recommended)


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Administration%20%7C%20Training%20Course%20Catalogue%202016

Courses

42

2 days

Front Office - WM Operation and Troubleshooting

Learning objectives• 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• 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

Topics include• Data Model overview• Front Office WM application UNIX environment• Batch concepts• System parameters review• Financial engines• Miscellaneous errors• Operations and other utilities• Environment troubleshooting


Target audience• Client staff involved with computer operations and support


Prerequisites• FO – WM Technical Basics


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20WM%20Operation%20%26%20Troubleshooting%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

43

2.5 days

Front Office - Customer Relationship Management

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

Topics include• Need for CRM • Detailed about Operational CRM

and Analytical CRM• Rules engine and integrating

it with CRM

• Steps to create campaign and opportunity processing records

• Types of services related to CRM• Workshop integrating Rules Engine

into CRMContact us about this course

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


Prerequisites• Basic navigation skills• Open Financial Services


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20Customer%20Relationship%20Management%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

44

Front Office - Delivery

3 days

Learning objectives• Understand the Delivery System (DS) • Create records in appropriate applications required during the Delivery setup• Explain difference between Deal Slips and Delivery Advices• Describe the flow of the Outward Delivery Subsystem • How to create delivery mapping routine and delivery subsystem• Detailed content of carriers - Print, SWIFT, Secure Message, SMS, Email

Topics include• 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• Steps to format Contact us about this course

Target audience• Technical Analysts• Business Analysts• Process Owners


Prerequisites• Basic Core navigation skills• Understanding of basic system programming


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Front%20Office%20-%20Delivery%20%7C%20Training%20Course%20Catalogue%202016

Courses

Payments

”This training


”


Payments - Funds Transfer

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

46

3.5 days

Payments - Funds Transfer

Learning objectives• Gain overview Fund Transfer • Linkages with core tables and main parameter tables• Product features and standing orders • Input, execute and complete different types of Funds Transfer

Topics include• Introduction• Fund Transfer • Overview• Parameter tables

• Product features• Fund Transfer and the features• Standing orders Contact us about this course

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

More Payments courses

View all courses

Payments

Prerequisites• Basic navigation skills• Underlying banking business

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Payments%20Funds%20Transfer%20%7C%20Training%20Course%20Catalogue%202016

Courses

Technology and Architecture - PM AdministrationTechnology and Architecture - PM Technical ConfigurationTechnology and Architecture - PM FoundationTechnology and Architecture - PM WUI AdaptationTechnology and Architecture - PM WUI ProcessesTechnology and Architecture - PM OData API

”

This training made us understand

Core Banking with ease and was very useful to bring us

all to a comfortable user level.

”

K. Somchai - Project Manager - EXIM, Thailand

DesignTechnologyTechnology and Architecture - Introduction to Temenos Core - Technical InductionTechnology and Architecture - CustomisationTechnology and Architecture - Direct Connect Driver OracleTechnology and Architecture - Security Management SystemTechnology and Architecture - AdministrationTechnology and Architecture - Temenos Open Connectivity FrameworkTechnology and Architecture - Temenos Web ServicesTechnology and Architecture - Open Financial Service

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

PaymentsTechnology and Architecture

Courses

48

3-5 days

Learning objectives• Basic technical background to understand the Architecture

Topics include• Evolution and architecture • Navigation in classic• Browser installation • Installation details for AGENTS architecture and JMS architecture• Installation of JBASE data base• Installation of Core• Installation of jBoss• Configuration of Core for browser• Configuring multiple environments on a machine to use browser



More Technology and Architecture courses

View all courses

Technology and Architecture -Technology

Prerequisites• Induction Business Basics • Introduction to Core Banking Course, or familiar with browser and

Core Functional Basics

Technology and Architecture - Introduction to Temenos Core - Technical Induction

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Introduction%20to%20Temenos%20Core%20-%20Technical%20Induction%20%7C%20Training%20Course%20Catalogue%202016

Courses

49

4 days

Technology and Architecture - Customisation

Learning objectives• Customisation tools• Creation of menus• Creation of enquiries and reports • Various customisation tools that are used

Topics include• Creating abbreviations• Auto ID generations• Creating local reference fields• Creating menus• Creating deal slips• Creating fast path image graphs



Prerequisites• Basic introduction to Core and technical modules



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=%20Technology%20and%20Architecture%20-%20Customisation%20%7C%20Training%20Course%20Catalogue%202016

Courses

50

Learning objectives• 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 -

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

3 days

Technology and Architecture - Direct Connect Driver Oracle

Topics include• Installation, configuration and testing connection • Stubless architecture • Execution of conversion process • Views, indexes and query analysis • Oracle 11G feature support


Target audience• Technical Analysts• Process Owners• Business Lead Consultant

Prerequisites• Basic navigation skills



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Direct%20Connect%20Driver%20Oracle%20%7C%20Training%20Course%20Catalogue%202016

Courses

51

2 days

Technology and Architecture - Security Management System

Learning objectives• Gain overview of Security Management System • Learning about the usage of user application • Set up conditions for dispo processing

Topics include• Understanding the user application to create and manage the user • Creation of USER.SMS.GROUP• Resetting passwords• Override processing • Dispo processing



Prerequisites• Introduction to Core



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Security%20Management%20System%20%7C%20Training%20Course%20Catalogue%202016

Courses

52

2.5 days

Technology and Architecture - Administration

Learning objectives• Gain overview of administration • Learning about the usage of Service Pack installation • How to archiving the files in user application

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


Prerequisites• Introduction to Core – Technical• jBASE (recommended)• Programming



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Administration%20%7C%20Training%20Course%20Catalogue%202016

Courses

53

1 dayTechnology and Architecture - Temenos Open Connectivity Framework

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

Topics include• Introduction• TOCF architecture• Configuring WMQ connector• Configuring batch connectors Contact us about this course

Target audience• Technical Analysts• Process Owners• IT administrators

Prerequisites• Introduction to Core - Technical • OFS (recommended)



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Temenos%20Open%20Connectivity%20Framework%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

54

2 days

Technology and Architecture - Temenos Web Services

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

Topics include• Understanding web services (optional)• Introduction to web services in general• Install and configure TWS java • Create and deploy a web service• Test using SOAP UI• Install and configure TWS .net Contact us about this course

Target audience• Technical Analysts• Process Owners

Prerequisites• Temenos Open Connectivity Framework - Enterprise Edition• Open Financial Service



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Temenos%20Web%20Services%20%7C%20Training%20Course%20Catalogue%202016

Courses

55

Technology and Architecture - Open Financial Service

4 days

Learning objectives• Overview of OFS • Learn about OFS modes• Learn about Batch Mode

Topics include• Various types of OFS Modes• Introduction and common messages• OFS Batch Mode• OFS Response• OFS Telnet Mode• Encryption Contact us about this course

Target audience• Business Analysts• Technical Analysts• Process Owner• Technical Consultants

Prerequisites• Introduction to Temenos Core • Advanced technical training (recommended)



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20Open%20Financial%20Service%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

56

1 day

Technology and Architecture - PM Administration

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

Topics include• Workspace management (configuration, debugging)• Design Studio Projects (Packager and Servers)• Maven introduction• TAP Web deployment framework• Life Cycle Management (environment strategy, Front Office PM packages)• Introduction to SVN and GIT perspective• Build platform introduction using Jenkins


Target audience• Technical profiles, clients and partners

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

Technology and Architecture- Design


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20PM%20Administration%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

57

2 days

Technology and Architecture - PM Technical Configuration

Learning objectives• 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

Topics include• Technical template projects• Packager management throughout Design Studio• Front Office PM properties extension• Front Office PM Configuration file adaptation (using Patch file mechanism)• Add external libraries files• J2EE server customization (Jython script, Security, Web Services)


Target audience• Technical people involved in the implementation and/or the administration


Prerequisites• PM Technical Common Layer Certification• Technology and Architecture – PM Administration • 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



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20PM%20Technical%20Configuration%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

58

1 day

Technology and Architecture - PM Foundation

Learning objectives• 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

Topics include• Workspace configuration• Model and templates projects• PMS Packaging presentation • Development strategies• How to use the product to extend Front Office PM Core meta-dictionary

(User Defined Entity)• Use of two designers (Models and Translation) Contact us about this course

Target audience• Business and technical profiles

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



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20PM%20Foundation%20%20%7C%20Training%20Course%20Catalogue%202016

Courses

59

2 days

Technology and Architecture - PM WUI Adaptation

Learning objectives• Have a good overview of the standard WUI adaptation• Learn and demonstrate best practice• Gain experience with Design Studio designers and the PMS packaging• Understand the data management process• Manage WUI customization using Design Studio artefacts

Topics include• Knowing the widgets available in each Designers• WUI page adaptations on several PMS business functions• Introduction to the PMS processes Contact us about this course

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

Prerequisites• PM Business Common Layer Certified• Technology and Architecture – PM Foundation



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20PM%20WUI%20Adaptation%20%7C%20Training%20Course%20Catalogue%202016

Courses

60

2 days

Technology and Architecture - PM WUI Processes

Learning objectives• 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• Understand the data management process• Execute any Web customization using Design Studio artefacts

Topics include

• WUI Pages Adaptation on several PMS business functions• Introduction to the PMS processes Contact us about this course

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

Prerequisites• PM Business Common Layer Certified• PM Architecture• Technology and Architecture - PM Foundation• Technology and Architecture - PM WUI Adaptation



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20-%20PM%20WUI%20Processes%20%7C%20Training%20Course%20Catalogue%202016

Courses

61

2 days

Technology and Architecture – PM OData API

Learning objectives• OData implementation, querying and managing Front Office PM data• Use this protocol in a Front Office PM environment

Topics include• Architecture overview• Security constraint using OData• Concepts • Execution of some queries and business functions Contact us about this course

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


Prerequisites• PM Architecture • Technology and Architecture – PM Foundation• J2EE/Java knowledge


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Technology%20and%20Architecture%20%E2%80%93%20PM%20OData%20API%20%7C%20Training%20Course%20Catalogue%202016

Courses

ChannelsChannels - Temenos UXP Foundation and Hybrid AppsChannels - Corporate Internet BankingChannels - PM End-UserChannels - PM PackagingChannels - PM InstallationChannels - PM Adaptation

”Training feedbackfrom our side was

extremely positive...thanks for a job well done!

”


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

63

5 days

Channels - Edge Connect Foundation and Hybrid Apps

Learning objectives• 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• Creation of new applications and the rules that need to be adopted when using

the product will also be covered.

Topics include• Create basis for a new application• Data store and lists• Screen functionality• Rules• XML integration• Components• Language maps


More Channels courses

View all courses

Channels

Prerequisites• Download, install the Temenos UXP license


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20Edge%20Connect%20Foundation%20and%20Hybrid%20Apps%20%7C%20Training%20Course%20Catalogue%202016

Courses

64

3 days

Channels - Corporate Internet Banking

Learning objectives• Technical knowledge to install, configure and customize the Temenos

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

Topics include• Technical Architecture of TCIB• Deploying WAR files• Screen flow of Retail, Corporate and Wealth Internet Banking from

user perspective• Integrating the Internet banking solution with Core Banking

using edge Connect• Creation of Internet Banking User using AA• Authentication and security processes• Branding and customization


Channels

Prerequisites• Temenos UXP Foundation• Core Essentials• AA Core


View all courses


Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20-%20Corporate%20Internet%20Banking%20%7C%20Training%20Course%20Catalogue%202016

Courses

65

1 day

Channels - PM End User

Learning objectives• Understand the different roles provided with the solution• Perform Portfolio Analysis functions• Execute trading functions• Manage messages

Topics include• 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• Multi-language Contact us about this course

Target audience• Anyone who needs to use or implement the Front Office WM Channels

Portfolio Management system

Channels



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20-%20PM%20End%20User%20%7C%20Training%20Course%20Catalogue%202016

Courses

66

1 day

Channels - PM Packaging

Learning objectives• 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

Topics include• Parameters • Classification, lists • Formats, screens Contact us about this course

Target audience• Anyone who needs to use or implement the Front Office WM

Channels Portfolio Management system• Super-users and consultants

Channels

Prerequisites• Front Office – PM Scripts and Formats• Channels – PM End-User


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20-%20PM%20Packaging%20%7C%20Training%20Course%20Catalogue%202016

Courses

67

2 days

Channels - PM Installation

Learning objectives• How to install/configure the solution

Topics include• Architecture overview• Environment setup and installer presentation• Basic deployment• Advanced deployment with SSL implementation• Introduction to technical customization


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

Management implementation

Channels

Prerequisites• Front Office – PM Installation• Good knowledge of Front Office WM product• TCCP Front Office Bronze certification (recommended)


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20-%20PM%20Installation%20%7C%20Training%20Course%20Catalogue%202016

Courses

68

2 days

Channels - PM Adaptation

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

Topics include• Environment development setup• Interaction between all technologies making up the

Front Office WM web front-end solution• Customization based on business requirement• Management of the input control, default value,

Core functions and formats with the OData requests• Technical impacts throughout the Front Office WM solution


Target audience• People involved in the Front Office WM Channels Portfolio

Management implementation

Channels

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


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Channels%20-%20PM%20Adaptation%20%7C%20Training%20Course%20Catalogue%202016

Courses

”Training from

the Temenos team was very satisfying – they

showed excellent knowledge.

”

Kasfil Tanjung - Project Manager - Bank Artha Graha, Jakarta

Introduction to Islamic Banking ProductsIslamic - Investment ProductsIslamic - Investment Profit Distribution SystemIslamic - Finance ProductsIslamic - Trade Finance

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

70

Courses1 day

Introduction to Islamic Banking Products

Learning objectives• Gain overview of Islamic Banking features • Learn various types of Islamic Banking Products • Linkages with static table such as commission and charges

Topics include• Product overview• Difference between conventional banking and Islamic banking• Various types of Islamic products such as investment products, finance products Contact us about this course

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

More IslamicSuite courses

View all courses

IslamicSuite

Prerequisites• Sound knowledge on banking functionality and Islamic banking functionality• Basic knowledge on Islamic Shariah laws

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Introduction%20to%20Islamic%20Banking%20Products%20%7C%20Training%20Course%20Catalogue%202016

71

Courses0.5 day

Islamic - Investment Products

Learning objectives• Gain overview of Islamic Investment Product features • Learn various types of Islamic Investment products • Linkages with static table such as commission and charges

Topics include• Product overview• Difference between conventional banking and Islamic banking • Various types of Islamic products such as: Wakala Deposit, Mudaraba Deposits Contact us about this course


IslamicSuite

Prerequisites• Sound knowledge on banking functionality and Islamic banking functionality • Basic knowledge on Islamic Shariah laws


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Islamic%20Investment%20%20Products%20%7C%20Training%20Course%20Catalogue%202016

72

Courses0.5 day

Islamic - Investment Profit Distribution System

Learning objectives• 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 • Learn enquiries and accounting process under PDS

Topics include• Product overview• Parameter setup • Profit distribution and calculation and simulation • Profit distribution and other features related to this module • Enquiries and reports• Accounting process



IslamicSuite

Prerequisites• Sound knowledge on banking functionality and also Islamic banking

and Islamic products• Basic knowledge on Islamic Shariah laws


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Islamic%20Investment%20%E2%80%93%20Profit%20Distribution%20System%20%7C%20Training%20Course%20Catalogue%202016

73

Courses2 days

Islamic - Finance Products

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

Topics Include• Product overview• Parameter setup • Murabaha product• Musharaka Product Features• Ijara Product features• Repossession of Assets and PD Payments Contact us about this course

IslamicSuite

Prerequisites• Sound knowledge on banking functionality and also Islamic Banking

and Islamic products • Basic knowledge on Islamic Shariah laws

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


View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Islamic%20Finance%20products%20%7C%20Training%20Course%20Catalogue%202016

74

Courses1 day

Islamic - Trade Finance

Learning objectives• Gain overview of Islamic banking Trade Finance products • Learn to set up various parameter tables connected with this module • Learn to Input transaction like LC Murabaha, LC Musharaka, LC Ijara

and LC Musawama • Learn enquiries and accounting process under LC Trade Finance

Topics include• Product overview• Parameter setup • Product Features like LC Murabaha, LC Musharaka,

LC Ijara and LC Musawama • Enquiries and reports• Accounting process


IslamicSuite

Prerequisites• Sound knowledge on banking functionality and also Islamic banking

and Islamic products• Basic knowledge on Islamic Shariah laws



View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:university%40temenos.com?subject=Islamic%20Trade%20Finance%20%7C%20Training%20Course%20Catalogue%202016

Courses

Risk and compliance Risk and Compliance – IFRS (International Financial Reporting Standards)

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

76

3 days

Risk and Compliance – IFRS(International Financial Reporting Standards)

Learning objectives• Gain overview IFRS Module• Learning about Multi GAAP reporting• Learning about classification of financial assets and financial liabilities• Learning about linkages with accounting and reporting

Topics include• Multi GAAP processing• Product features• Classification of financial

Assets & liabilities

• Fair Value accounting and relevant Excel functions• Cash flow engine• Consolidation workshops • IFRS impairment and reclassification Contact us about this course

Target audience• Financial Experts • Business Analysts• Business Testers• Process Owners

More Risk and Compliance courses

View all courses

Risk and Compliance

Prerequisites• Basic Core navigation skills• COB• Financial Reporting• Underlying banking business

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:University%40temenos.com?subject=Risk%20and%20Compliance%20%E2%80%93%20IFRS%20%28International%20Financial%20Reporting%20Standards%29%20%7C%20Training%20Course%20Catalogue%202016

Courses

”This training


”


AnalyticsAnalytics - Business InsightAnalytics - Technical Insight

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

Courses

78

5 days

Analytics – Business Insight

Learning objectives• 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• 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

Topics include• Overview, Business System

Architecture/ Navigation• Insight Cubes and Excel• Insight Analysis Reports • Insight Quick Reports

• Insight KPI’s and Dashboards• Out of the box Reporting FI-CI-OI • Insight Pricing FTP Reports • Mobile overview


Target audience• Management Information system Users• Business Analysts• Business Architects• Process Owners

More Analytics courses

View all courses

Analytics

Prerequisites• Basic navigation skills• Core Financial Reporting

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:University%40temenos.com?subject=Analytics%20%E2%80%93%20Business%20Insight%20%7C%20Training%20Course%20Catalogue%202016

Courses

79

5 days

Analytics – Technical Insight

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

Topics include• Introduction• Temenos Technical Insight

Architecture/ Data Flow• DW EXPORT Overview and configuration• ETL process/ data flow structure/

store procedures

• Adding new Colum (ETL Process) • Data mapping/ Data manager• Reporting building• Security


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

Analytics

Prerequisites• Basic navigation skills/ SQL • Introduction to Core Technical

More Analytics courses

View all courses

Introduction

Index

Core Banking

Front Office


Channels

Islamic

Risk and Compliance

Analytics

Payments

mailto:University%40temenos.com?subject=Analytics%20%E2%80%93%20Technical%20Insight%20%7C%20Training%20Course%20Catalogue%202016

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