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3&4. Version Creation

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100% found this document useful (1 vote)
177 views41 pages

3&4. Version Creation

Uploaded by

Muhanad Jalil
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Versions in T24 – An Introduction

TEMENOS EDUCATION CENTRE


NOTICE
These training materials are the copyrighted work of Temenos Headquarters SA and other companies in the TEMENOS group of companies (The
Copyright Owner). The training materials contain protected logos, graphics and images. Use of the training materials is restricted solely for use by
licensed end users, partners and employees. Any un-licensed reproduction by any means, redistribution, editing, transformation, publishing,
distribution, or public demonstration of the training materials whether for commercial or personal gain is expressly prohibited by law, and may result
in severe civil and criminal penalties. Violators will be prosecuted to the maximum extent possible. Such training materials shall not be
represented, extracted into or included in part, or in whole, as part of any other training documentation without the express permission of the
Copyright Owner, which must given in writing by an authorised agent of the Copyright Owner to be valid. Where such permission is given a clear
and prominent notice must be displayed on any and all documentation accrediting the Copyright Owner with having copyright over the materials.
End-user licenses will in no event contain permissions extending the use of these training materials to third parties for commercial training
purposes.
Without limiting the foregoing, copying or reproduction of the training materials in part or in whole to any other sever or location for further
reproduction or redistribution is expressly prohibited, unless such reproduction is expressly licensed by the Copyright Owner. Copyright
© 2010 Temenos Headquarters SA
Conventions Used

 Applications in T24 are represented in Bold Uppercase letters

 The fields in the applications are mentioned in Uppercase letters

 This learning unit is workshop based

Slide 2
Objectives

At the end of this learning unit you will be able to,

 Explain what a Version is in T24

 Create simple Versions in T24

 Launch Versions in T24

Slide 2
What is a Version?

 Version is a customised screen in T24

 Version allows you to enter data in customised screens

 Can be created for any application in T24

 VERSION application is used to create versions

 Versions work with all functions of T24

Slide 2
Task 1 – A simple Version

 Create a version for the ACCOUNT application with the following fields
 Customer Number, Mnemonic, Currency and Category
 Version Heading “Temenos Training” to be displayed
 Record needs to be authorised by an authoriser

Slide 2
Create The Version

More Action
VERSION ACCOUNT.TRG.VERSI (KNOWLEDGE GROUP - BNK)

Print Only
Records Per Page
Fields Per Line
Language Code. 1
Hdr 1 001 039.1 7emenos Training
Hdr 1 040 078. 1
Hdr 1 079 117.1
Hdr 1 118 132.1
Hdr 2 001 039. 1
Hdr 2 040 078.1
Hdr 2 07P 117.1
Hdr 2 118 132.1
Field No. 1
Column. 1
Expansion.1
Text Char /Y\ax. 1
Create The Version

More Action
VERSION ACCOUNT .TRG.VERSI (KNOWLEDGE GROUP - BNK)

Print Only

Records Per Page

Fields Per Line


Language Code. 1
Hdr 1 001 039.1 Temenos Training
Hdr 1 040 078.1
Hdr 1 07P 117.1
Hdr 1 118 132.1
Hdr 2 001 039.1
Hdr 2 040 07B.1
Hdr 2 079 117.1
Hdr 2 118 132.1
Field No. 1
Column. 1
Expansion. 1
Text Char //\ ax. 1
Create The Version

More Action
VERSION, ACCOUNT.TRG VERSI (KNOWLEDGE GROUP - BNK)

I Desc.4
4tt ribs.4. 1
Right 4dj Field.1
Ref No In 151 Line
Id 4utom Sequ. 1
No Of 4uth
Noinput Field. 1
Nochange Field, 1
ACCOUNT.TRG VERSIONS I F3

User lv\enu
‹ Admin lv\enu 1
Rote Based Home Paees

More Actions
Te i» eiaos T r aiming (KNOWLEDGE GROUP - BNK)

Customer
Category
/\J\nemonic
Currency
Important Note – NO.OF.AUTH Field

Slide 10
Important Note – NO.OF.AUTH Field

In a VERSION when the field NO.OF.AUTH is set to zero , it becomes a auto-auth version.

Slide 10
Important Note – NO.OF.AUTH Field

1 3

Slide 10
When creating a Version - Remember

 Unless ALL mandatory fields of an application are part of a version - it


will become useless for record input.

 Field inter-dependencies exist. Must be considered while designing


version

Slide 10
Workshop 1

 Create a version for the CUSTOMER application


 Name of the version CUSTOMER,XXX (XXX is your initial)
 Fields to be displayed
 MNEMONIC
 SHORT.NAME
 NAME.1
 STREET
 SECTOR
 Account Officer
 INDUSTRY
 TARGET
 NATIONALITY
 CUSTOMER.STATUS
 RESIDENCE
 LANGUAGE

Slide 10
Task 2 – Version with Multiple Fields Per Line

 Create a version for the ACCOUNT application with the following fields
 MNEMONIC, Customer Number, CURRENCY and CATEGORY
 Mnemonic and Customer Number need to be displayed one beside the
other
 Currency and Category need to be displayed one beside the other
 All fields to have user defined field labels

Slide 10
Create The Version

(KNOWLEDGE GROUP - BNK)

Print Only
Records Per Page
Fields Per Line
Language Code. 1
Hdr 1 001 039. 1
Hdr 1 040 078. 1
Hdr 1 079 11 7. 1
Hdr 1 11 8 132. 1
Hdr 2 001 0 39. 1
Hdr 2 040 078.1
Hdr 2 079 11 7. 1
Hdr 2 11 8 132. 1
Field No. 1
Column. 1
Expansion.1
Text Char lv\ax.1
TéXt. 1 . J
Txt 040 078. 1 . 1
Txt 079 11 7. 1 . 1
Create The Version

(KNOWLEDGE GROUP - BNK)


AS50ciation.1
Display Type.1
I DISC. 1

Attribs.1 .1
Field No.2
Column. 2
Expansion. 2
Text Char lv\ax. 2 18

Text. 2. I Customer Code

Txt 040 078. 2. J


Txt 079 117. 2. I
Output

Version name can be suffixed with a valid T24 function to open the version in that
particular function
F3 auto generates the ID

Slide 18
Manipulating field Display in Version

Field Display - Before Formatting

Field Display - After Formatting

Slide 18
Workshop 2

 Amend the version already created to display 2 fields in a row rather


than one

Slide 18
Task 3 – NOCHANGE,NOINPUT and MANDATORY Fields

Create a version for the ACCOUNT application with the following fields
MNEMONIC, CUSTOMER.ID, CURRENCY, CATEGORY , ACCOUNT
TITLE.1 and SHORT.TITLE

1 2,3&4

Slide 18
Create The Version

Actual Version Screen shot

Slide 18
Create The Version

(KNOWLEDGE GROUP - BNK)

Records Per Page


Fields Per Line
Language Code.1
Field NO.1 MNEMONIC
Field No.2 CUSTOMER
Field No.3 CURRENCY
Field No.4 CATEGORY
Field No.5 ACCOUNT. TITLE.1
Field No.6 SHORT.TITLE
No Of Auth
Noinput Field.1 CURRENCY
Nochange Field.1 CATEGORY
Autom Field No.1 CURRENCY
Aut New Content1 USD
Autom Field No.2 ACCOUNT. TITLE.1
Aut Old ContenL2 TEMOX
Aut New ContenL 2 TRAINING
Mandatory Field.1
Vat Assoc.1.1 ACCR.CHP.cAwc
Create The Version

(KNOWLEDGE GROUP - BNK)

Records Per Page


Fields Per Line
Language Code.1
Field No.1 MNEMONIC
Field No.2 CUSTOMER
Field No.3 CURRENCY
Field No.4 CATEGORY
Field No.5 ACCOUNT. TITLE.1
Field No.6 SHORT.TITLE
No Of Auth
Noinput Fiéld.1 CURRENCY
Nochange Field.1 CATEGORY
Autom Field No.1 CURRENCY
Aut New Content.1 USD
Autom Field No.2 ACCOUNT. TITLE.1
Aut Old Contenh2 TEMOX
Aut New Content 2 TRAINING
Mandatory Field.1
Val Assoc.1.1 ACCR.CHP CATEG
Create The Version

Records Per Page 1


Fields Per Line 1
Language Code.1 1 Englists
Field No.1 MNEMONIC
Field No.2 CUSTOMER
Field No.3 CURRENCY
Field No.4 CATEGORY
Field No.5 ACCOUNT.TITLE.1
Field No.6 SHORT.TITLE
No Of Auth 1
Noinput FiéId.1 CURRENCY
Nochange Fiéld.1 CATEGORY
Autom Field NO.1 CURRENCY
Aut New Content.1 USD
Autom Field No.2 ACCOUNT.TITLE.1
Aut Old ContenL2 TEMOX
Aut New Content. 2 TRAINING
Mandatory Fiéld 1 SHORT TITLE
Val Assoc.1.1 ACCR.CNG.CATEG
(KNOWLEDGE GROUP - BNK)
1
Customer
Category
Account Title 1 "El.IEIt0S
Short Title
lv\nemonic
Currency USD

(KNOWLEDGE GROUP - BNK)

Customer 8B 100277

2 Cate 6002
Account Titté 1 "RA
Short Title
Mnei» onic
Currency #¶ USD
Workshop 3

 Amend the previously created version so that

 A value 1000 is defaulted in the field SECTOR

 Make SECTOR a NOINPUT field

 A value IN is defaulted in the field NATIONALITY if the previous available


value is US

 Make CUSTOMER.STATUS a mandatory field

 Ensure that the value of ACCOUNT OFFICER is not changed once the
customer record is authorized.

Slide 27
T24 Naming Convention for Zero – Auth Versions

 Sometimes referred to as „Comma‟ versions

 Some of the default comma Versions in T24,


 ACCOUNT,
 FUNDS.TRANSFER,
 CUSTOMER,

 Records created using comma versions are self authorised.

 In all comma versions the NO.OF.AUTH field is set to 0(zero).

 Use VERSION, from now on to create your versions .

Slide 27
Quiz

 Version is a customised screen in T24 – True / False

 The field NO.OF.AUTH is set 2 in the version, now when you authorise
a record created using the version, it moves to LIVE status – True /
False

 If the value for the field FIELDS.PER.LINE is set to one in the version,
the COLUMN field becomes mandatory – True / False

 In version values can be defaulted into fields using the field


AUT.NEW.CONTENT – True / False

 The value of a NOCHANGE field can be amended for a LIVE record -


True / False

Slide 27
Rekey field in Version

 Rekey in versions are triggered on authorisation.

 Can be used for sensitive data.

 Specific important fields are re-entered by authoriser.

 Rekey fields data are hidden during authorisation.

Slide 27
Task 1 - Rekey in Version

 Create a version for FUNDS.TRANSFER application

 Input the mandatory and required fields in your version.

Slide 27
Task 1 - Rekey in Version (contd…)

 Enter the fields required in your version

 Commit and authorise the record.


 You can use the comma version.

Slide 27
Task 1 - Rekey in Version (contd…)

 Input a funds transfer record using the newly created version.

 A screen is opened as per the version with the header title

 Click on the new deal icon

Slide 27
Task 1 - Rekey in Version (contd…)

 Fill the data for the funds transfer record

 Commit the record

Slide 27
Task 1 - Rekey in Version (contd…)

When the record is opened in the authorize mode, rekey fields are hidden

When the authorize button is hit, the


system prompts the user to re-enter value Try keying in values that do not
in the rekey fields match with the Inputter‟s data

Slide 27
Task 1 - Rekey in Version (contd…)

 Login as another user to authorise the record.


 Click on the Authorise link and the rekey fields are displayed

Slide 27
REKEY Retries

 The Rekey count is recorded in the application


EB.REKEY.RETRIES

 Maximum number of incorrect rekeys allowed is set in SPF

Slide 27
REKEY Retries

 When the max number of rekey retries exceeds, an error is


displayed.

 And, a different user is required to authorize the record

Slide 27
Summary

 Versions are user defined screens and can be created for any
application in T24.
 A version should always compliment the functionality provided by an
application and not overrule it.
 Using a version you can input records , only when all the mandatory
fields of the application are part of your version.
 The number of authorisers can be set to 0,1 or 2 in a version
 Special field properties like NOINPUT, NOCHANGE, MANDATORY
can be set using versions.
 Values can be defaulted into version fields.
 Version allows you to perform additional validations.
 Rekey field in VERSION enables enhanced verification by the
authoriser in the Banking System

Slide 27
A review Versions in T24 – An Introduction

You have learnt Versions in T24. You can also create simple versions in
T24. You will now be able to,

 Explain what a Version is in T24

 Create simple Versions in T24

 Launch Versions in T24

Slide 27
Thank You
TEMENOS EDUCATION CENTRE
NOTICE
These training materials are the copyrighted work of Temenos Headquarters SA and other companies in the TEMENOS group of companies (The
Copyright Owner). The training materials contain protected logos, graphics and images. Use of the training materials is restricted solely for use by
licensed end users, partners and employees. Any un-licensed reproduction by any means, redistribution, editing, transformation, publishing,
distribution, or public demonstration of the training materials whether for commercial or personal gain is expressly prohibited by law, and may result
in severe civil and criminal penalties. Violators will be prosecuted to the maximum extent possible. Such training materials shall not be
represented, extracted into or included in part, or in whole, as part of any other training documentation without the express permission of the
Copyright Owner, which must given in writing by an authorised agent of the Copyright Owner to be valid. Where such permission is given a clear
and prominent notice must be displayed on any and all documentation accrediting the Copyright Owner with having copyright over the materials.
End-user licenses will in no event contain permissions extending the use of these training materials to third parties for commercial training
purposes.
Without limiting the foregoing, copying or reproduction of the training materials in part or in whole to any other sever or location for further
reproduction or redistribution is expressly prohibited, unless such reproduction is expressly licensed by the Copyright Owner. Copyright
© 2010 Temenos Headquarters SA

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