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
 
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
  • Introduction
  • Useful codes
  • UI Channels
  • Front Workplace
  • UI Trees
  • Responsive Forms
  • Presentation Object Types
  • Desk Tabs
  • Aggregated Dashboards
  • Front Security
  • AMI Webservices
  • Web Sites
  • Web Banking
  • Web Banking Security Model
  • Banklets™
 
Target audience
Experienced Avaloq Core Platform Certified Professionals with a valid certificate and significant project experience.
Duration
5 days
 
Please note that the times noted are lecture times. The exercises required for the practical part of the certification will have to be solved outside the lectures. Each exercise should take around 90 minutes, but could take longer depending on each individual. 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
CHF 7'200.00
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.
 
Follow-up courses
A variety of courses are published on 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)
Accreditation - Customisation: 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 should be Avaloq Certified Customization Professionals
Follow-up courses
Organisational Structure Security (OSS)
Agile Fundamentals (AGLF)
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
Agile Fundamentals is aimed at anyone who is relatively new to the concepts and terminology of "Agile" methodologies and interested to understand why and how an Agile way of working can improve individual, team and organisational performance and satisfaction.
 
Agile Fundamentals 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
4 - 5 hours of self-study
(wiht online support)
 
2 – 3 hours of virtual classroom training
Prerequisites
None - this is an introductory ourse
Follow-up courses
  • XSCALE Agile DevOps Practitioner (XDOP) Certification (XSCALE Alliance)
  • XSCALE Product Management Practitioner (XPMP) Certification (XSCALE Alliance)
  • XSCALE Business Agility Practitioner (XBAP) Certification (XSCALE Alliance)
 
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
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
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
Prior attendance of the course “Fundamentals of Avaloq Customisation” is mandatory.
Follow-up courses
Mastering Advanced Report Writer Techniques (ASC)
Business Process Modelling Fundamentals (BPMF)
Objectives
At the end of this course, participants will be able to:
  • Explain the fundamentals of Business Process Management
  • Explain the importance, advantages, and disadvantages of BPMN 2.0
  • Use basic and advanced elements BPMN 2.0
  • Follow best practices and avoid worst practices when modelling processes
  • Pick a BPMN Tool appropriate to one’s needs
  • Use Camunda Modeler and Signavio Process Manager
  • Explain Decision Model and Notation
 
Course content
  • BPM Introduction
  • BPMN Fundamentals
  • BPMN Advanced
  • Best and Worst Practices
  • Tooling
  • Outlook BPMN
 
Target audience
The training is aimed for anyone who wants to get started with modelling processes using BPMN 2.0.
Prerequisites
A general understanding of business models and processes
Follow-up courses
  • Modeling Standard (DMN 1.1) – will be developed
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.
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.
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
Liferay Fundamentals (LRF)
Objectives
At the end of this course, participants will be able to:
  • Explain the concept of a portal software
  • Know the fundamental concepts of Liferay DXP
  • Use Liferay’s standard features
  • Know about customization and extension points
Course content
  • Liferay DXP Overview
  • Fundamental Concepts
  • Features
  • Customization
Target audience
The training is aimed for project leads, business users, online editors and software developers.
Prerequisites
None
Follow-up courses
Liferay Online Editor – upcoming 2018 course
Liferay Portal Administration – upcoming 2018 course
Liferay for Developer – upcoming 2018 course
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.
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 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)
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
 
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)
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 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)