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Date
12.02.2025 09:00 - 16:30 CE(S)T
Price excl. VAT (CHF)
1’050.00
Location
Time zone: CE(S)T
Course description
Course description
CLM is a browser based application for client lifecycle management. It allows the user to manage the entire lifecycle of a client including prospecting, onboarding, modifications to client data or products and closing the client's account.
The application is highly customizable through Flowable and Avaloq Core configuration.
Flowable a third-party graphical modelling tool that is used to model the bank's business logic through cases, where the process is flexible, business processes, where the order of steps is more rigid, and forms. The extended version of Flowable Design that is integrated with Avaloq includes additional modelling elements and attributes that take away a lot of the complexity of interacting with Avaloq Core and other parts of the CLM system.
Avaloq Core configurations include the ability to design responsive forms, define actions and decisions which are implemented as Avaloq Script procedures and functions and implement consistency levels for order validation. These forms, actions, decisions and consistency levels can be linked to a flowable case model.
CLM is an application developed using the Angular framework and operates in a microservices environment. This allows customization of aspects such as color theming, fonts, company images, headers etc.
The self-study part of the course will provide video content on each of the customization topics and in the virtual class students will use these techniques to carry out the exercises.
 
Objectives
By the end of the course participants will be able to
 
  • Describe the CLM architecture and user interface and the different methods of customization
  • Have a high level understanding of how Flowable is used to model forms, cases and business processes
  • Be able to amend an existing flowable form
  • Customizatize/extend an exiisting/reference case model.
  • Be able to amend an existing responsive form
  • Link forms to a flowable case model
  • Define actions and decisions and call them from a case model
  • Define consistency levels and reference them from a case model
  • Launch a CLM scnenarion from RM Workplace
  • Understand how color schemes, fonts, logos and localizations can be customized
 
Target audience
Avaloq Certified Customization Professionals who are interested in learning about Client Life Cycle Management and how to customize CLM through configuration and Avaloq Core customization
 
Prerequisites
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System.
 
Only Avaloq Certified Customization Professionals will receive accreditation points.
 
Course content
  • CLM Introduction
  • CLM Architecture
  • UI Introduction
  • Introduction to Modelling
  • Modelling Forms
  • Modelling Cases and Business Processes
  • Data Management
  • DDIC Validation
  • Actions and Decisions
  • Responsive Forms Introduction
  • Responsive Forms and Customization
  • Integration with RMWP
  • Configuring the UI
  • Summary
Duration
4 - 6 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course. Please note that to be awarded full accreditation points, all self-study exercises must be completed
 
6 - 7 hours of virtual classroom training
Availability
8 Available
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