Introduction to T24 - Navigation

TEMENOS EDUCATION CENTRE

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may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized
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Course agenda

ƒ Implementation Training programme for Partners covers the following

scope

ƒ At the end of one week Introduction Training programme you will be

able to:

ƒ Navigate in T24, and Create User records

ƒ Open , amend, enquire Customer records, Prospect Customer, Accounts,

Account maintenance and Reports

ƒ Creation of Limits. SERVICES and Security Management System

ƒ How to Run a close of Business and know the importance of Services

ƒ Implementation methodology , TAABS and Data Migration

Slide 2
Navigation in T24

ƒ Possible through Browser or Classic

ƒ Both are complementary products, ensuring basic functionality
ƒ Each has exclusive features

ƒ Browser
ƒ Light client
ƒ Ideal for end users
especially in large installation

ƒ Classic (Character based)

ƒ Running COB operations
ƒ Meant for System administrators

Slide 3
Browser – Logging to T24

ƒ Intranet based front end for T24

ƒ Log on to T24 using Internet Explorer / Netscape Navigator

ƒ Type the appropriate URL in address bar

Enter Username ,
Password and
Click Sign in

Slide 4
Browser - Logging out

ƒ First T24 Screen

ƒ Designed with menus for Users and Administrator to reflect Model Bank
business flow

ƒ Logging out of T24 properly

Slide 5
Workshop - 1

ƒ Open the T24 URL given by the Trainer using Internet Explorer

ƒ Login to T24 by using the User name and password given by the
trainer

ƒ Log off

Slide 6
Workshop - 1 Solution

Slide 7
Understanding the First T24 Screen

Sign on information
User Name
Browser Buttons

Command Line

Slide 8
Browser buttons

Help

Slide 9
Workshop - 2

ƒ Log in to T24

ƒ Choose the buttons listed below and see what they display
ƒ Click Help first and in turn click
ƒ T24 Online Help and then About T24 Browser to view the browser quick
guide

ƒ Log out

Slide 10
Workshop – 2 Solution

Slide 11
Browser buttons - Tools

Changes password of
currently signed on User
New password will take effect
from subsequent sign on

Slide 12
Browser buttons - Tools

User can switch from one company

to another, if permitted by SMS

Slide 13
Workshop - 3

ƒ Log in to T24

ƒ Change your password

ƒ Log out

ƒ Login in as the same user with the new password

ƒ Log out of T24

Slide 14
Workshop – 3 Solution

5
3

Slide 15
Command Line

ƒ Useful to super users and Administrators

ƒ Type the task in the command line and click to execute it

ƒ <Application Name>
CUSTOMER

List of Existing records

Creation of New records

Slide 16
Command Line

ƒ Another option in the command line

ƒ <Application Name> <Function> <Record ID>

CUSTOMER I 111189

Slide 17
Workshop - 4

ƒ Log in to T24
ƒ Launch the following from Command line
ƒ USER application with input function
ƒ USER application with input function and ID – ABCDE
ƒ USER application with see function and ID - AUTHORISER

ƒ Log out

Slide 18
Workshop – 4 Solution

2
1

Slide 19
Navigating through Menu

ƒ Clicking on the Menu, we can get into

ƒ Sub menus, Applications or versions, Enquiries and Reports

Slide 20
Workshop - 5

ƒ Log in to T24 Model Bank

ƒ Navigate through the sub menus and applications
ƒ Use Admin Menu > Business Tools > Security Management System >
System Users Management > User profile Management

Slide 21
Workshop – 5 Solution

Slide 22
Navigating through Role Based Home Page

ƒ Clicking on the Role Based Home Page Menu, we can go into

ƒ Sub menus, Applications, Enquiries and Reports

Slide 23
Workshop - 6

ƒ Log in to T24 Model Bank

ƒ Navigate through the sub menus and applications
ƒ Use Role Based Home Pages > Home Page - Retail User >
Customer

Slide 24
Workshop – 6 Solution

Slide 25
Accessing / Creating a record

ƒ Accessing a record in an Application with functions from browser

buttons

Opens a record in input function for new or amendment of a record

Opens a record in see function

Opens a record with authorise, delete, reverse ,verify function

Slide 26
Inputting records in Browser

COMMIT the record to

update the data base

VALIDATE to check for

Errors

Put the record on HOLD

Slide 27
Inputting records in Browser

DELETE the record

AUTHORISE the record

REVERSE the record

Slide 28
Inputting records in Browser

Verifies a deal

RETURN to
application
screen

Delivery Preview

Slide 29
Inputting records in Browser

CONTEXT enquiry

Slide 30
Inputting records in Browser

Radio buttons

Drop down box

Frequency Pop up Calendar Pop up

Slide 31
Deal menu Options - MESSAGES

ƒ Error Messages

ƒ Displayed when committed / validated

ƒ Field names and error text displayed

ƒ Record cannot be committed without rectification

ƒ Clicking on the message takes you to the respective field to correct the
input

Slide 32
Deal menu Options - MESSAGES

ƒ Overrides Messages
ƒ Warning messages
ƒ Highlighted when record is committed
ƒ Can go further, only if overrides are duly accepted
ƒ Details of overrides and who approved stored in Audit trail

ƒ Document management messages

ƒ Certain messages require suitable reply
ƒ Reply stored in Audit trail

Slide 33
Copying Records

Slide 34
Pasting Data

Fields needing
Unique values are left blank
After filling them record
can be committed

Slide 35
Workshop - 7

ƒ Access USER application

ƒ Pick out any existing record

ƒ Copy and Paste this record to your name

ƒ Fill up the relevant fields that have not been copied

ƒ Commit this record

Slide 36
Workshop – 7 Solution

2 4

5
3

Slide 37
Workshop – 7 Solution

4 3

Slide 38
Deal menu Options - LIST and SEARCH

ƒ Two options that can be used to search files

ƒ LIST to list everything
ƒ FIND to list as per selection
ƒ Selection operands for FIND option are
ƒ Equals Not equal to
ƒ Greater than Greater than or equals
ƒ Less than Less than or equals
ƒ Between Not Between
ƒ Contains Not Containing
ƒ Begins with Ends with
ƒ Does not begin with Does not end with
ƒ Matches
ƒ Both options search on Live, Unauthorised and History Files

Slide 39
Listing Live records

Slide 40
Selecting History record

Slide 41
Enquiries

ƒ Enquiry presents select information on line in pre defined form

ƒ List accounts and loans of a Customer with outstanding balance
ƒ Enquiries are available under Menus

Slide 42
Enquiries

ƒ Enquiry presents select information on line in a predetermined form

ƒ Context sensitive enquiries available for the application

Slide 43
Enquiries - Buttons

Refresh
Toggle timer
Print

Default list of
respective
application

Selection Screen

First page Last page

Previous page Next page

Specified page

Slide 44
Saving output in other formats

ƒ The Search / Enquiries result can be opened or saved as

ƒ CSV
Output will be saved as Microsoft Excel Comma Separated File in any
opted location
ƒ HTML
Output will be saved as “.html” file in any opted location

ƒ XML
Output will be saved as “XML” file in any opted location

Slide 45
Opening/ Saving as CSV

Slide 46
Opening / Saving as HTML

Slide 47
Opening / Saving as XML

Slide 48
Reports

ƒ Generally prepared as part of batch run

ƒ Generated and stored for pre-defined periods and / or printed

ƒ Daily General ledger, Weekly report on over dues, Monthly report to

Central Bank

ƒ COB reports available through Menu

Slide 49
Reports – Expired Limits

Slide 50
Record status and Audit Log

ƒ Records, other than live, exhibit their status towards the end of the
record
ƒ IHLD, INAU. INA2, INAO, REVE, RNAU, HNAU

ƒ Audit Log is an important part of any record and exhibits important

information towards the end of the record
ƒ The Current Number, Who Input the record, Date and time of the last action
on the record, Who Authorised the record

Slide 51
Workshop - 8

ƒ Create another User Record

ƒ List the record under unauthorised

ƒ Get the Id of your neighbour record

ƒ Authorise the neighbour record

Slide 52
Workshop – 8 Solution

Slide 53
Workshop - 9

ƒ Check whether the record is authorised.

ƒ If authorised, Reverse it
ƒ Get the reversal authorised by your neighbour
ƒ See the reversed record from the history file
ƒ Use Field ID and selection operand Begin with
ƒ Observe the audit log and record status

Slide 54
Workshop – 9 Solution

Slide 55
Workshop – 9 Solution

3
1

Slide 56
Workshop – 9 Solution

Slide 57
Workshop - 10

ƒ Create a new USER record for yourself by copy and paste facility

ƒ Get this record authorised

ƒ Make a note of your sign on name as you are going to use this in future

ƒ Log out of T24

Slide 58
Thank You

TEMENOS EDUCATION CENTRE

Warning: This document, is protected by copyright law and international treaties. No part of this document
may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized
reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal
penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this
document is subject to change without notice