ACCP with Major in Core Technologies
Objectives
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • First steps with the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
 
Target audience
Future customization specialists working on Avaloq customization, configuration or migration projects.
Duration
16.5 days across 4 weeks
Prerequisites
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking is recommended.
Participants must be able to read and understand documentation written in English.
 
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours. Please note that the device must have a USB port.
 
Follow-up courses
Various specialisation courses available through http://avaloq.academy
ACCP with Major in Front Technologies
Objectives
On successful completion of this course, each participant will have the basic know-how needed to work productively in an Avaloq project including a demonstrable understanding of the following:
  • First steps with the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
 
Target audience
Future customization specialists working on Avaloq customization, configuration or migration projects.
Duration
16.5 day across 4 weeks
Prerequisites
Understanding of IT-related topics (e.g. database concepts, programming know-how, SQL) is required. Basic knowledge of banking and Web technologies (like JS) is recommended.
Participants must be able to read and understand documentation written in English.
 
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours. Please note that the device must have a USB port.
Follow-up courses
Various specialisation courses available through http://avaloq.academy
Accreditation - Customisation: Delta 2016 H2
Objectives
Participants will learn about some of the most important and interesting new features, developments and other customisation impacts associated with releases in Autumn 2016 including:
  • Explain the new WFD, workflow command libraries and DDIC validations and use WFD, WFCL and DDIC Valid sources to implement workflows
  • Explain the key SDS concepts, benefits and customisation considerations
  • Know more efficient scripting methods
  • Be informed about interesting new features available from Autumn 2016
Course content
What’s Out? De-releases in the Avaloq Core Platform
 
New Functionality:
Sensitive Data Separation
  • Overview and concepts
  • Customisation considerations
 
New Methods:
Customising workflows using Workflow Definition Language
  • Overview and concepts
  • Interface and scenarios
Customisation of order validations using DDIC Valid sources
 
Best Practice: Scripting for Workflow Command Libraries and DDIC Valid
 
Good to Know:
Business Rules
Client Communication Management: Presentation module
Configuration of Base Parameters using the new UI
Responsive Forms
Parallel rule loading
Target audience
Avaloq Certified Professionals and those wanting to know more about the customisation implications of new features and methods developed for releases up to Autumn 2016.
Duration
4 - 8 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants should be Avaloq Certified Customisation Professionals
Follow-up courses
Responsive Forms / Webforms (RSP)
Customising the Avaloq Banking Suite using ASMD - Avaloq Solution Model Development (MDE)
Client Communication Management Fundamentals (CCMF) - in development
Sensitive Data Separation (SDS) - in development
Accreditation - Customisation: Delta 2017
Objectives
Participants will learn about some of the most important and interesting new customisation methods, features and developments associated with releases in 2017. By the end of the course participants will:
  • Know how to customise Business Rules using the new ABM source types
  • Be aware of Avaloq guidelines for modelling of Business Rules
  • Be aware of the key de-releases in 2017
  • Know how to perform online installation of cost rules
  • Be aware of a suite of smaller but interesting new features and developments in the Avaloq Banking Suite
 
Course content
What’s Out? De-releases in the Avaloq Core Platform in 2017
 
New Functionality:
  • Online Installation of Cost Rules
 
New Methods:
Customising business rules using ABM sources
  • Overview
  • Customisation of Business Rule Inputs and Outputs
  • Defining the Ruleset
  • Mapping of the Rules to Avaloq Core
  • The ABM Perspective in ice for support of Business Rules
 
Best Practice:
  • Avaloq guidelines for modelling of Business Rules
  • Avaloq guidelines for design of REST APIs
 
Good to Know:
  • AMI support for versions and variants
  • Organisational Structure Security
  • Kernel Credit Violation
  • Routing Rules for STEX and Fund switches
  • Front: introduction to RAML for AMI webservices
  • The Avaloq Ecosystem: the docSuite Adapter for Wealth Advisory
 
 
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those wanting to know more about the customisation implications of new features and methods released during 2017
Duration
6 - 8 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants should be Avaloq Certified Customisation Professionals
Follow-up courses
Organisational Structure Security (OSS)
Avaloq Foundation (FOU)
Objectives
Upon successful completion of this course every participant will know:
  • Be familiar with the ABS user interface, ribbon tabs, sub windows and icons
  • Be familiar with the Avaloq Navigator, order books and desks
  • Understand main concepts and the basic object model.
  • Be able to create a basic client relationship.
  • Be able to enter standard transactions.
Course content
General overview of the interface (application)
Ribbons, tabs, sub windows and icons
Avaloq Navigator, order books, desks
Avaloq Object Model and object attributes
Form structure and design as well as desks
Workflow and context actions
Target audience
Everybody who is interested in the Avaloq Banking System
Duration
2 – 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Banking knowledge recommended
Follow-up courses
Please see the Avaloq course catalogue
Avaloq Front Platform Customization
Objectives
Enable participants to effectively work in the AFP area.
 
High-level knowledge areas taught:
  • Front Platform Concepts including technology and architecture
  • Front Workplace Customization
  • Web and Mobile Banking customization and integration
 
Course content
Introduction
  • Course introduction
  • AFP introduction
 
Front Wide Object Model (FWOM)
  • Enterprise Wide Object Model vs FWOM
  • Replication
 
Admin Tool
  • Overview
  • Customization
 
Technical Foundation Overview
  • Web Banking Architecture
  • Introduction to BankletsTM
  • Liferay
  • Technology Stack
  • Introduction to Web Security
 
Banklets and Orchestration
  • Banklet Proxy
  • Orchestrator
  • Configuration, Styling and translations
  • Central Resource Service (CRS)
 
AMI Web Services (AWS)
  • Overview
  • Development
  • Testing
 
Responsive Forms
  • Forms 1.1  vs Responsive Forms
  • Presentation Object Types
 
Front Workplace Customisation
Front Workplace Concept
  • Architecture
  • Desks
  • Integrating forms
  • Grouping of Context Actions and Reports
  • Aggregated Dashboards
  • Integrate external content
  • Tips&Tricks
Target audience
Experienced Avaloq Core Platform Certified Professionals with a valid certificate and significant project experience.
Duration
5 days (instead of 7.5 days for the regular course to be offered from 2018 on)
 
Please note that the times noted are lecture times. Since this is a compressed course format, the exercises required for the practical part of the certification will have to be solved in the evening. While it is possible to solve these exercises in roughly 90 minutes for well-versed participants with a quick grasp of concepts (as set as precondition for course registration), experience in the pilot course has shown that this can take more time. Please make sure you don't have any obligations that will keep you from submitting these exercises: solving them successfully is a precondition for certification.
 
Price
7.200 CHF (includes exam fee – a CHF 700 value – first few courses only!)
Prerequisites
  • Quick learner
  • At least 2 years of documented Avaloq project experience customizing the Avaloq Core Platform within the last 5 years.
  • Valid Avaloq customization certification (Avaloq Certified Professional) – certificate has to be valid from the time of registration up until at least one month after the course
  • Ability to read and understand complex documents written in English.
 
We strongly suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours.
 
Follow-up courses
A variety of courses are published on http://avaloq.academy
Best Practices for Report Writer (BRW)
Objectives
Upon successful completion of this course, participants will be able to:
  • comprehend the concept of the Report Writer Engine and its parts
  • understand the functionality offered by the task framework
  • group and sort reports by almost any criteria required
  • master aggregation functions of a report datamart
  • apply the vector concept
  • create lean and performing reports
  • bring various layout features offered by Report Writer into action
Target audience
Avaloq customisation specialists who specify or develop reports.
 
Duration
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Follow-up courses
Mastering Advanced Report Writer Techniques (ASC)
Best practices for using Avaloq Script (BSC)
Objectives
Upon successful completion of this course every participant will:
  • Understand the coding principles.
  • Be able to write code which is accepted by code auditors.
  • Apply the “do’s” and avoid the “don’ts”
Course content
Avaloq Script structure - overview and examples
Coding Guidelines – how to write ‘audit-proof’ code
Coding Guidelines – how to write ‘performant’ code
Report Writer considerations
Target audience
All Avaloq Certified Professionals who have contact with Avaloq Script on a regular basis
Duration
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Follow-up courses
Mastering Advanced Avaloq Script Techniques (ASC)
Concepts of Output Management (OOM)
Objectives
Upon successful completion of this course every participant will know:
  • The concept of Avaloq output management
  • How to create and track the different output types
  • The elements and customisation areas of Avaloq output management and their purpose
  • How to debug and troubleshoot the processing of output
Course content
The elements of Avaloq output management
  • Mailing Products
  • Mailing Instructions
  • Mailing Composition and Streaming Rules
  • Mail Generation
  • Mail Pools
  • Mail Streaming
  • Mail Channels
  • Mail Despatching
 
The process of output generation including mailing tasks and process queues
 
The customisation areas of Avaloq output management
 
Operation aspects of the output processing
Target audience
Members of IT Operations organisations at customers or partners side. Also application managers and application operation managers.
Duration
4 – 5 hours of hands-on training and
2 – 4 hours of self-study
Prerequisites
Before participating in this course, participants must have either attended the course “Fundamentals of Avaloq Application Operations (OAO)” or have equivalent knowledge and experience with the Avaloq Banking System.
Additionally, participants should have knowledge in the area of Toad or SQL developer; have an understanding of simple PL/SQL statements as well as basic knowledge of Avaloq code tables.
Follow-up courses
Monitoring and Log Administration (OML)
End-of-Period Concepts (OEP)
Position- and Bookkeeping (PKP)
System Performance (OSP)
Credit Modelling (CFM)
Objectives
Upon successful completion of this course every participant will:
  • Understand the concept of the Credit Application module
  • Know the different modelling features of the main credit relevant Positions (Limit, Loan and Collaterals)
  • Understand how the different credit relevant Positions are related to each other
Course content
Introduction to Credit Application
Credit Application with Filter Concept
Modelling features of the Limit Position
Modelling features of the Loan Position
Real Security and Realty Object
Other Security Modelling
Credit Application related Use Cases
Target audience
Avaloq Certified Professionals and/or Avaloq End Users working/interested in the Credit area
Duration
3 – 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Participants should have a general Avaloq and business know-how regarding credits.
Customising the Avaloq Banking Suite using ASMD - Avaloq Solution Model Development (MDE)
Objectives
Upon successful completion of this course every participant will:
  • Understand the functionality provided by ASMD
  • Be able to use ASMD features to be more efficient, as well as to produce good-quality code according to Avaloq standards
Course content
Introduction to ASMD concepts
Overview of the ASMD Context
ASMD-related documentation
Implementing Avaloq Script
Content assist templates
Analysing errors in the source code
Viewing and editing code tables
Using the Graphical Editor for workflows
Customising the ASMD environment using Preferences
Advanced usage of the ASMD Context
Target audience
Customisation experts
Duration
2 – 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking Suite.
End-of-Period Concepts (OEP)
Objectives
Upon successful completion of this course every participant will know:
  • The purpose of the typical tasks within end-of-period (EOP) processing
  • The most important topics to manage different timezones within end-of-period (EOP) processing
  • How to use the job and EoP interfaces
  • How to operate the processing of jobs regularly and in exceptional situations
  • How to create and manage jobs with the Avaloq Banking System
Course content
Book date switch
Garbage collection and statistics
Pillars
Imports/exports
MESI aspects
Job management
Job and EoP interface
Target audience
Members of customer or partner IT Operations organisations. Also, application managers and application operation managers.
Prerequisites
We recommend having attended the course "Fundamentals of Avaloq Application Operations (OAO)” previously.
Additionally, participants should have knowledge in the area of Toad or SQL Developer, understanding of simple PL/SQL statements.
 
Follow-up courses
Monitoring and Log Administration (OML)
Concepts of Message Processing (OMP)
Concepts of Output Management (OOM)
Foreign Exchange Management (FXM)
Objectives
Upon successful completion of this course every participant will:
  • understand the functionality of the Foreign Exchange market
  • have a common understanding of the Avaloq concepts in the Foreign Exchange module
  • to be able to process and analyse Foreign Exchange transactions
  • to know, apply, and exchange Avaloq best practice
Course content
Foreign Exchange (FX) Market
FX Management in the Avaloq Banking System
FX Life Cycle Management  
Exchange Rate Calculation
Monitoring of FX Positions
Accounting and Booking
Miscellaneous
Duration
2 – 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking Suite.
Fundamentals of Avaloq Application Operations (OAO)
Objectives
Upon successful completion of this course every participant will know:
  • The typical tasks within end of period (EOP) processing
  • How to schedule jobs with the Avaloq Banking System
  • Hot to monitor the elements of the Avaloq Banking System
  • How to analyse log entries
Course content
Tools (Central Services, Task Application
Job Management / End of Period (EOP)
Process Queues
Monitoring
Log analysis
Target audience
Members of IT operations organisations, application managers and application operation managers with no or limited knowledge/experience of Avaloq Application Operations
Duration
2 – 4 hours of self-study
We recommend that participants start the self-study phase no later than 10 days prior to the course.
 
4 – 5 hours of virtual classroom training
Prerequisites
Before participating in this course, participants must have basic knowledge in the areas of Toad and SQL Developer as well as understanding of simple PL/SQL statements
Follow-up courses
End-of-Period Concepts (OEP)
Position- and Bookkeeping (PKP)
System Performance (OSP
INTRO Online Live Training Introduction
Objectives
After attending this virtual class, participants will:
  • understand the Avaloq Online Live Training method
  • know how to plan for the self-study phase
  • be able to independently use the Online Live Training software, self-study platform, and virtual classroom environment
Course content
Introduction to Avaloq Online Live Training Method
  • Introduction to the self-study learning environment
  • Introduction to the virtual classroom software
  • Guidance on study approaches, theoretical exercise assignments, and exercise upload procedures
Target audience
Mandatory for all first-time Avaloq Online Live Training participants.
Optional for participants who have attended a past Online Live Training course.
Duration
1 hour
Prerequisites
none
Follow-up courses
none
Introduction to Agile (ITA)
Objectives
On successful completion of this course participants will be able to:
  • Explain the meaning of "Agile" and what is (and isn't)
  • Describe some of the benefits of moving to a more agile way of thinking and acting
  • Understand how and why agile is ‘quicker, better and cheaper'
  • Know about the main agile frameworks and what they offer
  • Learn and experience how Scrum and Kanban help teams be more effective
  • Understand how and why Technical debt happens, why it is a problem and what to do about it
  • Be aware of BDD (behaviour driven design) and why it is important
  • Be aware of continuous integration/delivery/deployment and their role in maintaining sustainable throughput
 
Course content
  • What we mean by "Agile" and what is (and isn't) it
  • The benefits of moving to a more agile way of thinking and acting
  • How and why agile is ‘quicker, better and cheaper'
  • The main agile frameworks and what they offer
  • How Scrum and Kanban help teams be more effective
  • How and why Technical debt happens, why it is a problem and what to do about it
  • BDD (behaviour driven design) and why is it so important
  • Continuous integration/delivery/deployment and why they are critical to maintaining sustainable throughput
Target audience
Introduction to Agile is aimed at anyone who is relatively new to the concepts and terminology of "Agile" and interested to understand why and how an Agile way of working can improve individual, team and organisational performance and satisfaction.
Introduction to Agile is also a prerequisite course for anyone wanting to enhance their knowledge of the principles and practices of Agile Organization and become certified in any of the three, industry standard, XSCALE Agile Certification courses.
Duration
8 hours of classroom based training
Prerequisites
None - this is an introductory course
Follow-up courses
  • XSCALE Agile Performance Practitioner (XAPP) Certification (XSCALE Alliance)
  • XSCALE Product Management Practitioner (XPMP) Certification (XSCALE Alliance)
  • XSCALE Business Agility Practitioner (XBAP) Certification (XSCALE Alliance)
 
Limit System - Business Application (LIS)
Objectives
Upon successful completion of this course every participant will:
  • Understand the available functionality, components and architecture of the Limit System
  • Know how to set up and model Limit Hierarchy (LIHI) structures and know all capabilities of the system
  • Work confidently and become proficient in using the functionalities provided in the Limit System Deck
  • Know all available reports and understand their role in your day-to-day business
Course content
Introduction to the Avaloq Limit System
Modelling of business and product hierarchies for various risk aspects
Easy hierarchy management with template functionality
Setup of limits and associated exposure aggregation filters
Definition of limit calculation criteria
Audit and limit management functionalities
Reporting and monitoring features
Target audience
Key Users working in credit or risk management departments of a bank and being in charge of limit management as well as parameterisation specialists
Duration
1 day
Prerequisites
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking System.
Additionally, participants should have knowledge in the area of risk management and limit.
Follow-up courses
Parameterising the Limit System (LIP)
Mastering Advanced Avaloq Script Techniques (ASC)
Objectives
Upon successful completion of this course every participant will:
  • Understand how the compiler works
  • Create and use tasks using Avaloq Script
  • Understand and master order processing using Avaloq Script
  • Take advantage of existing script utilities to enhance both flexibility and performance
  • Understand and evaluate different implementations in regards to their performance
Course content
Avaloq Script Explained
  • Block-Structure, Variables, Constants, Initialisation
  • Exception Handling
  • Source overriding and overwriting
  • Understand compilation results
  • Execute Avaloq Script dynamically
  • Dependencies
 
Task Engine Techniques related
  • Create your own task
  • Synchronise the task execution
  • Execute work in another business unit (BU)
 
Efficient order processing with Avaloq Script
  • Memory management and optimisation
  • Commit efficiently and use bulk processing
  • Used named transactions to control complex workflows
  • Postpone workflow execution
 
Avaloq Script Libraries
  • Buffers, Arrays and table equivalents in Avaloq Script
  • Optimisation tricks and best Practices
  • Performance measurement
 
Logging
  • Logging possibilities in Avaloq
  • Log generation in Avaloq Script and in PL/SQL
  • Monitoring of Avaloq with built-in Tools
  •  
  • Tracing and Profiling
  •  
Using a PL/SQL debugger in Avaloq
Target audience
All Avaloq Certified Professionals who have contact with Avaloq Script on a regular basis
Duration
2 x 6 hours of hands-on training and
10 hours of self-study
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
 
Participants must have either attended the course “ (BSC)” or have equivalent knowledge.
Additionally, participants must have at least 2 years of in-depth customisation expertise.
Organisational Structure Security (OSS)
Objectives
Upon successful completion of this course every participant will be able to:
  • understand the concepts of the generic Avaloq access security
  • understand the additional concept of the organisational structure related access security
  • set up security based on the organisational structure
Course content
Concept of:
  • Access Codes and securable areas
  • Resource vs. Function access
  • Run time recalculation of security settings
 
Usage of:
  • User and Customisation interfaces (APIs) enabling OSS
  • Reporting and other tasks
 
What are the:
  • Elements of Organisational Structure Security
  • Organisational Entity (OE) and Job objects
  • Run time Recalculation of security settings
 
Target audience
Avaloq Customisation Specialists who would like to refresh their knowledge of Avaloq security, and learn to use and understand the new solution of organisational structure security.
Duration
4 – 5 hours of hands-on training and
4 – 6 hours of self-study
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Parameterisation Principles (PAP)
Objectives
Participants will get the necessary knowledge to participate in or manage an Avaloq implementation / parameterisation project.
Course content
Customisation
Avaloq ice – integrated customisation environment
Rule Engine and Automatic Field Calculation
Object Keys, Additions and Classifications
Avaloq Script
Report Writer
Workflow & Context Action
Order Validation  
Avaloq Forms and Structured Extensions
Avaloq Message Interface
Access Security and Rules
Target audience
Project leaders, Key Business Users, Business Analysts and Consultants involved in Avaloq parameterisation, configuration or migration projects
Duration
5 days
Parameterising the Avaloq Anti-Money Laundering Solution (AML)
Objectives
Upon successful completion of this course every participant will:
  • Understand business and technical details of the AML solution
  • Know the parameterisation possibilities of the AML solution
  • Be able to implement the AML solution at a customer site
Course content
Introduction to the Avaloq AML Solution
AML – Object Modelling
AML – Consolidator
Know Your Customers (KYC)
Know Your Transactions (KYT)
Know Your Processes (KYP)
Target audience
Parameterisation specialists
Duration
1 day
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Parameterising the Cost Engine (CAD)
Objectives
Upon successful completion of this course every participant will:
  • Understand in depth concepts of the Avaloq Cost Engine like the Cost Profiles,
  • S-Rules and Cost Reporting
  • Create Cost Profiles, Cost on Costs Info Bookings, Cost Quantity Types
  • Take advantage of good examples for Info Bookings and Cost Profiles
Course content
IPlain vanilla cost parameterisation
Repetition of the use of the tables:
(COST_RULE_LD, _MERGE, CODE_BOOK_KIND, CODE_COST_QTY_TYPE, etc.)
Cost Profiles (concept, possibilities and limitations)
Special Conditions
Costs on Costs
Cost Rule Debugging
Cost Rule Loading
Zero Billing
Costs & Output: Layout-Ordering, Text
S-Rules
Target audience
Avaloq Certified Professionals who have contact with Avaloq Costs on a regular basis.
Duration
2 - 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
 
Additionally, participants should have a general business know-how regarding commissions.
Follow-up courses
Parameterising the Fee Engine (FEE)
Parameterising the Fee Engine (FEE)
Objectives
On successful completion of this course participants will be able to:
  • Understand Fee Engine concepts and topics
  • Set up and customise fees using the Fee Engine
  • Navigate through the components of common Fee Engine applications
  • Master advanced Fee Engine parameterisation tasks
  • Know Fee Designer concepts, processing steps and pillars
  • Set up and customise fees using the Fee Designer
 
Objectives
Upon successful completion of this course every participant will:
  • Overview Fee Engine concepts and topics
  • Set up and customise fees and commissions (including deferred costs)
  • Set up and customise the Fee Engine
  • Navigate through the components of common Fee Engine applications
  • Master advanced Fee Engine parameterisation task
Course content
Introduction
  • Business Background
  • Fees vs. Costs
  • Business Type XFERFEE
 
Basic Fee Concepts
  • Pillar, Flat Datamart and Table Report
  • Task TASK_FEE and FEE Script Package
  • Fee Calculation Process
  • Maestro Card Fee Run
  • Custody Fee Run
  • Deferred Costs
  • Payment Charges
  • Manual Fee Transfer
  • XFERFEE Book Kind and Advice Text
 
Advanced Concepts
  • Tariffs and Conditions, Cost Rules Fees and MiFID II
  • Duplicate Check
  • Total Asset
  • Accrued Fees (Deferred XFERFEE)
  • Splitting and Parallelisation
  • Best Practices and Pitfalls
  • Cost Profiles
Fee Designer
  • Concept
  • Processing steps
  • Pillars
 
Course content
Introduction
  • Business Background
  • Fees vs. Costs
  • Business Type XFERFEE
 
Basic Fee Concepts:
  • Pillar, Flat Datamart and Table Report
  • Task TASK_FEE and FEE Script Package
  • Fee Calculation Process
  • Maestro Card Fee Run
  • Custody Fee Run
  • Deferred Costs
  • Payment Charges
  • Manual Fee Transfer
  • XFERFEE Book Kind and Advice Text
 
Advanced Concepts
  • Tariffs and Conditions, Cost Rules
  • Duplicate Check
  • Total Asset
  • Accrued Fees (Deferred XFERFEE)
  • Splitting and Parallelisation
  • best Practices and Pitfalls
Target audience
Avaloq Certified Customisation Specialists and key business users in the area of cost and fees.
Target audience
Parameterisation specialists and key business users in the area of cost and fees.
Duration
2 days
Duration
2 days
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
 
Additionally, participants should have a sound business know-how regarding commissions and fees. Experience of the Task and Report Engine is also desirable.
Prerequisites
Before participating in this course, prior attendance of the course “Fundamentals of Avaloq Customisation (ACP)” is mandatory.
 
Additionally, participants should have a sound business know-how regarding commissions and fees.
Follow-up courses
Parameterising the Cost Engine (CAD)
Follow-up courses
Parameterising the Cost Engine (CAD)
Parameterising the Limit System (LIP)
Objectives
Upon successful completion of this course every participant will:
  • Understand the building blocks of the Limit System
  • Know the Limit System parameterisation options
  • Work confidentially with the setup of new limit families and exposure & limit dimension
  • Be able to extend the business type with the generic limit check
  • Be proficient in producing new limit reports
Course content
Parameterisation techniques for the modelling of new risk aspects and risk families
Sample business use case in the bank
Limit related APIs
Generation of risk and limit related reports  
Example: Limit System Setup
Target audience
Parameterisation specialists with assignments in the limit and risk system of a bank.
Duration
1 day
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Before participating in this course, participants must have either attended the course “Limit System – Business Application (LIS)” or have equivalent knowledge and experience with the Avaloq Banking System.
 
Additionally, participants should have knowledge in the area of risk management and limit.
Follow-up courses
Parameterising the Limit System (LIP)
Position- and Book Keeping (PKP)
Objectives
Upon successful completion of this course, participants will be able to:
  • understand the concepts of position and book keeping
  • understand the procedures for exporting bookings
Course content
ATRX Heartbeat and Subscriber
  • ATRX number & subscriber
Book & position keeping
  • Introduction concepts, lot bookings and PKO functionality
  • Impact of the certain object modifications
  • Rebook functionality
Pillar adjustment
  • Pillar basics
  • Complexity of PBAL, PTOV, LBAL and LTOV
  • Position keeping process (PKP) overview
  • PKP triggers
Book Engine and ATRX monitoring
  • ATRX monitoring
  • Book Engine monitor views: ATRX and subscribers
  • Monitor Book Engine procedures
Book-related garbage collection
  • An overview of standard garbage collection
  • Showing the impact of base parameter
Object and booking reporting
  • Overview of an object and booking extraction architecture
  • Introduction to document logging
  • Defining and setup of a doc log consumer
Target audience
Customisation specialists who would like to further their knowledge of position- and bookkeeping, and better understand the options for monitoring the booking engine.
 
Duration
3 - 4 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 education points, all self-study exercises must be completed
 
4 – 5 hours of virtual classroom training
Prerequisites
Participants must have
  • Successfully  completed the course “Fundamentals of Avaloq Customisation” or "ACCP with Major in Front / Core"
  • Basic knowledge of the Book Engine, pillars and their calculation, as well as knowledge of background processes and SQL
 
Processing Money Market Trades in the Avaloq Banking Suite (MMA)
Objectives
Upon successful completion of this course every participant will be able to:
  • understand supported business use cases
  • create and modify money market deposits
  • understand the different renewal types
  • manually set mark-ups, retrocession and instructed money accounts
Target audience
Client Relationship Managers, Key Business Users and Parameterisation Specialists
Duration
2 - 3 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must either
  • have attended the course “Avaloq Foundation (FOU)” or
  • have equivalent knowledge and experience with the Avaloq Banking Suite
Responsive Forms / Webforms (RSP)
Objectives
Upon successful completion of this course, participants will be able to:
  • understand the concepts behind responsive forms / webformsunderstand where and for what presentation object types are needed
  • create responsive forms / webforms
  • create presentation object types and use them in responsive formshave an idea about how webforms can be used and tested in the Front Workplace
Course content
Responsive forms concepts
  • Form structure & type
  • Widgets & form binding
  • Design essentials
Presentation object types
  • Introduction to the concept of presentation object types
  • Business entities and selection sets
  • Customisation of presentation object types
Responsive forms customisation
  • Naming conventions & source structure
  • Coding examples
  • Emphasising good coding practice
Webforms usage in the Front Workplace
  • Usage of webforms in the Front Workplace
  • Placing a new responsive doc definition in the menu of the workbook
Target audience
Avaloq customisation specialists interested in the customisation of interfaces.
Duration
4 - 5 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Before participation in this course, completion of “Fundamentals of Avaloq Customisation (ACP)” or  "ACCP with Major in Front / Core" is mandatory.
Follow-up courses
Mastering Advanced Report Writer Techniques (ARW)
System Performance (OSP)
Objectives
  • Know the basic setup and approach to analyse performance problems in the Avaloq system
  • Know the tools to analyse of system performance provided by Avaloq and Oracle
Course content
  • System performance: Overview, configuration, documentation
  • Avaloq and Oracle tools for analysis of system performance problems. System performance testing
  • Oracle statistics - and how they are handled in the Avaloq Banking System
  • System performance issues
  • Best Practices for well-performing Avaloq source code
  • End-Of-Period and Performance
Target audience
Parameterisation specialists, Oracle specialists
Duration
1 days
Prerequisites
Before participating in this course, prior attendance of the courses “Fundamentals of Avaloq Customisation (ACP)”: Additionally, participants must have knowledge of SQL and PL/SQL and programming.
Understanding and using the "Person object" (POM)
Objectives
Upon successful completion of this course every participant will:
  • Know the Person object, its use and capabilities
  • Be able to design customer models that answer the banks requirements and will make best use of Avaloq’s capabilities
  • Be able to implement both external parties and internal entities using the Person object
Course content
Introduction to the Person object model, person types and legal forms
Business Partner categories and Ownerships
Example Models & Model Validations
Person-Person Relations
Communication Preferences & Additional Features
Target audience
Bank staff working with customer data including those responsible for static data management, tax, regulatory and credit specialists and Avaloq parameterisation experts requiring an introduction to the Person object and its features.
Duration
4 - 5 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Before participating in this course, participants must have either attended the course “Avaloq Foundation (FOU)” or have equivalent knowledge and experience with the Avaloq Banking System.
XSCALE Agile Performance Practitioner (XAPP)
Objectives
On successful completion of this course participants will be able to:
  • Minimise technical debt and flatten the cost of change curve
  • Optimise team ceremonies and practices for self-organisation
  • Reconcile consensus decision-making with individual responsibilities
  • Empower teams to share ownership of architecture and outcomes
  • Maximise the amount of work not done to get the job done
Course content
  • How to minimise tech debt and flatten the cost of change curve
  • Optimising team ceremonies and tool use for self-organisation
  • Reconciling consensus decision-making with individual responsibilities
  • Empowering teams to share ownership of architecture and outcomes
  • Maximise the amount of work not done to get the job done
 
Target audience
XSCALE Agile Performance Practitioner is aimed at teams with minimal prior Agile experience who want to get up to speed and improve productivity quickly, using simple, proven and pragmatic Agile practices.
 
XSCALE Agile Performance Practitioner is also a way to re-energise existing Scrum teams that find themselves struggling with the tech debts and cultural compromises
 
And, XAPP makes a quick way for DevOps / Systems teams get to speed in Agile best practices too.
 
Duration
2 days of classroom based training
Prerequisites
Introduction to Agile (ITA)
XSCALE Business Agility Practitioner (XBAP)
Objectives
On successful completion of this course participants will be able to:
  • De-scale their organisation to self-managing streams of self-organising teams
  • Align the streams without big meetings, long loops, and tangled dependencies
  • Focus their business on continuously opening bottlenecks to exponential ROI
  • Motivate teams and streams through metrics that maximise throughput
  • Change their culture without disruption, muddle, compromise or politics
 
Course content
  • How to de-scale your organisation to self-managing streams of self-organising teams
  • How to align the streams without big meetings, long loops, and tangled dependencies
  • How to focus your business on continuously opening bottlenecks to exponential ROI
  • How to motivate teams and streams through metrics that maximise throughput
  • How to change your culture without disruption, muddle, compromise or politics
 
Target audience
eXponential Business Agility Practitioner is aimed at business, design and technical stakeholders who want to learn how to help increase organizational innovation while improving efficiency, and continuously prioritise bottlenecks to dramatically accelerate top-line business throughput.
Duration
2 days of classroom based training
Prerequisites
Introduction to Agile (ITA)
Follow-up courses
  • SCALE Agile Performance Practitioner (XAPP) Certification (XSCALE Alliance)
  • XSCALE Product Management Practitioner (XPMP) Certification (XSCALE Alliance)
XSCALE Product Management Practitioner (XPMP)
Objectives
On successful completion of this course participants will be able to:
  • Design an ecosystem for exponential growth
  • Quantify and open their market bottleneck
  • Prioritise product features for maximum market impact
  • Measure, track and trade off budget and cost of delay against ROI
  • Align business, design & tech leaders to optimise top line business throughput
Course content
  • How to design an ecosystem for exponential growth
  • How to quantify and open your market bottleneck
  • How to prioritise product features for maximum market impact
  • How to measure, track and trade off budget and cost of delay against ROI
  • How to align business, design & tech leaders to optimise top line business throughput
Target audience
XSCALE Product Management Practitioner is aimed at business, design and technical stakeholders who want to learn how to collaborate more effectively to make trade-offs between their various drivers and constraints.
Duration
2 days of classroom based training
Prerequisites
Introduction to Agile (ITA)
Follow-up courses
  • XSCALE Agile Performance Practitioner (XAPP) Certification (XSCALE Alliance)
  • XSCALE Business Agility Practitioner (XBAP) Certification (XSCALE Alliance)