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:
  • Basic concepts of the Avaloq Banking Suite
  • Fundamentals of Avaloq Customization
  • Implementation of use cases based on examples
Course content
Week 1: Avaloq Banking Suite Fundamentals (ABSF)
  • Introduction
  • Functional Overview
  • Graphical User Interfaces
  • Object Model and Orders
  • Architecture
  • Booking Principles
  • User Models
  • Tools
  • Customization Overview
  • Avaloq Tools Suite
  • Data Dictionaries (DDICs)
  • Avaloq Script
  • Certification Information
  • Project Alpha
Week 2: Avaloq Banking Suite Customization (ABSC)
  • Code Tables
  • Additions, Keys, Classifications (Extensions)
  • Base Parameters
  • Rule Engine
  • Cost Engine
  • Report Writer Basics
  • Context Actions
  • Workflow Definition
  • Consistency Checks using DDIC Valid
 
Week 3/4: Major in Core Technologies (ACPC)
  • Report Writer / Dashboards
  • Forms
  • Security Engine
  • Book Engine
  • Balance Engine
  • Avaloq Message Interface
  • Avaloq Script Coding Guidelines
  • Script Reports and Packages
  • Project Alpha
Target audience
Prospective 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 suggest that participants bring their own laptop or tablet computer to be able to access course material outside of course hours.
Follow-up courses
Various specialisation courses available through http://avaloq.academy
ACCP with Major in Core Technologies by Orbium
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
 
Course content
Week 1: Avaloq Banking Suite Fundamentals (ABSF)
  • Introduction
  • Functional Overview
  • Graphical User Interfaces
  • Basic Object Model and Orders
  • Data Models
  • Bookings, Settlement and Date Types
  • User Models
  • System Architecture
  • Tools
  • Customization Overview
  • Avaloq Tools Suite
  • Certification Information
  • Workshop
  • Project Alpha
Week 2: Avaloq Banking Suite Customization (ABSC)
  • Data Dictionaries (DDICs)
  • Avaloq Script
  • Report Writer
  • Base Parameters
  • The Rule Engine
  • Code Tables
  • Object and Order Extensions
  • Workflow Definition
  • Consistency Checks using DDIC Valid
 
Week 3/4: Major in Core Technologies (ACPC)
  • Cost Engine
  • Book Engine
  • Forms
  • Security
  • Avaloq Message Interface
  • Avaloq Script Coding Guidelines
  • Report Writer Plus
  • Project Alpha
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.
Follow-up courses
Various specialisation courses available through http://avaloq.academy
ACCP with Major in Front Technologies - Upgrade
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
  • UI Channels
  • Front Workplace Introduction
  • UI Trees
  • Responsive Forms
  • Presentation Object Types
  • Cockpit Trees/Reports
  • Parameter Binding
  • Front Workplace Dashboards
  • Front Architecture & Security
  • AMI Webservices
  • Web Banking Introduction & Architecture
  • Front Wide Object Model (FWOM)
  • Web Banking Contract Model
  • Web Sites/Applications & Dev Tools
  • Banklets
  • Central Resource Service
Target audience
Experienced Avaloq Core Platform Certified Professionals with a valid certificate and significant project experience.
Duration
5 days
Prerequisites
  • Must have previously passed ACCP with Major in Core Technologies certification
  • Ability to read and understand technical documentation written in English
Follow-up courses
A variety of courses are published on http://avaloq.academy
Accreditation - Customization: Delta 2016H2
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 must 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 - Customization: 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 must be Avaloq Certified Customisation Professionals
Follow-up courses
Organisational Structure Security (OSS)
Accreditation - Customization: Delta 2018 H1
Objectives
Participants will learn about some of the most important and interesting new customization methods, features and developments associated with releases in 2018 H1. By the end of the course participants will:
  • Be aware of the key de-releases for 2018 H1, especially the changes to order type configuration
  • Become aware of an Avaloq ecosystem third-party offering Performance Watcher by IBO, and know how to implement the functionality
  • Know how to specify REST APIs in RAML to access functionality in ACP
  • Know how to customize and translate labels using the new LABEL DEF and LABEL XLATE source types
  • Get the most out of using the new web help for customization documentation
  • Be aware of a suite of smaller but interesting new features and developments in the Avaloq Banking Suite and including, a guide to the new Avaloq documentation web-help
Course content
What’s Out? De-releases in the Avaloq Core Platform in 2018 H1 with a particular focus on the changes to order type configuration
 
New Functionality
Software partners highlight: IBO, Portfolio Performance Watcher
 
New Methods
Customization of labels using LABEL DEF and LABEL XLATE sources
Customization of REST APIs in RAML to access functionality in ACP
 
Best Practice: Getting the most out of the new documentation web help
 
Good to Know:
  • The Bloomberg Static Adapter
  • Message type security
  • Other topics tbc
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those wanting to know more about the customization implications of new features and methods released or becoming prominent during 2018 H1.
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 must be Avaloq Certified Customisation Professionals
Follow-up courses
Organisational Structure Security (OSS)
Accreditation - Customization: Delta 2018 H2
Objectives
Participants will learn about some of the most important and interesting new customization methods, features and developments associated with releases in 2018 H2. By the end of the course participants will:
 
Have refreshed their memory on the topics of
  • Classification and Classes
  • Derived Classifications
  • Business Rules Engine
 
Seen Use Cases for the Business Rules Engine as a valuable tool to customize and implement new Derived Classifications
 
Know how to customize Derived Classifications using the Business Rules Engine
Course content
New Customization: Derived Classifications using BRE
 
Best Practice:
  • Coding guidelines
  • Preparation of system performance analysis
 
Good to Know:
  • Important De-Releases
  • avaloq.one
  • Crypto Asset
  • GIM fundamentals course information
Target audience
Avaloq Certified Professionals needing to re-accredit and/or those wanting to know more about the customization implications of new features and methods released or becoming prominent during 2018 H2.
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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants must be Avaloq Certified Customisation Professionals
Accreditation: Mastering advanced Avaloq Script Techniques
Objectives
On successful completion of this course participants will be able to:
  • Understand how the Avaloq script 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 with respect to performance
  • Be able to troubleshoot and pinpoint execution and performance problems
 
Course content
  1. Avaloq script and compiler
  2. Dependencies
  3. Execute Avaloq script dynamically
  4. Buffers, lists, arrays and tables in Avaloq script
  5. Task engine techniques
  6. Efficient order processing with Avaloq script
  7. Performance and code improvements
  8. Logging and debugging
  9. PL/SQL tools and debugging
  10. Parallel migration and XML construction
 
Target audience
Avaloq customizers working with Avaloq script.
Duration
12-14 hours of hands-on, in-class training
Prerequisites
Participants must be Avaloq certified customization professionals and be familiar with Avaloq script.
Accreditation: Person object modelling
Objectives
  • To understand the Person object, its use and capabilities
  • To be able to design customer models that answer the banks requirements and will make best use of Avaloq’s capabilities
  • To be able to implement external parties and internal entities using the Person object
 
Course content
  • Person types and legal forms
  • Using the Person object
  • Person to Person relations
  • Person Model 2
  • Person – BP propagation
 
Target audience
Avaloq customization experts requiring an introduction to the Person object and its features and wishing to acquire accreditation points. Bank staff working with customer data including those responsible for static data management, tax, regulatory and credit specialists.
Duration
5 - 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 education points, all self-study exercises must be completed
 
4 – 6 hours of virtual classroom training
Prerequisites
Participants should have attended an ACCP, CuP or Avaloq Fundamentals course or have equivalent knowledge of the ABS.
Accreditation: Responsive Forms / Webforms
Objectives
Upon successful completion of this course, participants will be able to:
  • Understand the concepts behind responsive forms / webforms
  • Understand where and for what presentation object types are needed
  • Create responsive forms / webforms
  • Create presentation object types and use them in responsive forms
  • Have an idea about how webforms can be used and tested in the Front Workplace
Course content
Responsive forms concepts
  • Form structure & types
  • 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
 
Advanced responsive forms customisation
  • Understanding lists and tables
  • Using the multichoice widget
  • Screen reports in the document widget
 
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 customization specialists interested in the customization 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
Prior attendance of the course “Fundamentals of Avaloq Customisation” or ACP/ACCP certification is mandatory.
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
Customization Principles (CuP) (formerly 'PAP')
Objectives
Participants will get the necessary knowledge to participate in or manage an Avaloq implementation / customization project.
Course content
Customization
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 customization, configuration or migration projects
Duration
5 days
Global Implementation Methods Fundamentals (GIMF)
Objectives
  • Describe the rationale behind GIM and explain its objectives
  • Explain the Avaloq framework of methods
  • Know the GIM structure including Phases, Competency Areas and Processes
  • Explain quality assurance and risk management in GIM
  • Describe the goals and main components of the GIM Tool
 
 
Course content
  • Why GIM?
  • GIM Highlights
  • GIM Model
  • GIM Tool
  • GIM Quality Framework & Risk Management
Target audience
All Avaloq, customers, and implementation partners involved in an implementation project that employs GIM methods.
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in.There is no specific attendance day; you simply need to pass the test to complete the course.
 
Estimated time to complete this course:
2 - 3 hours of self-study
20 - 30min test
Prerequisites
No Prerequisites.
 
Favourable:
  • Prior Project Management knowledge and experience