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Customized Screens
T24 Versions Application
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Learning Objectives
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Objectives
• Identify the T24 Customization Scope
• Understand the need for Versions
• Learn to create a version
• Apply the additional features of a version
• Tabbed Screens in versions
Scenario - Need for Versions
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Allen wants to deposit a Local Cheque in to his Cathy wants to deposit a foreign Cheque in to
account her account
The tellers have to fill in different
set of fields in the same application
- TELLER
A Customized Screen of TELLER
A Customized Screen of TELLER
application with fields specific
application with fields specific to
Foreign Cheques
Local Cheques
Versions – Views of an application
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Actual Table
Customer No Name Region No of Accounts in Transactions Account
the region Last Month Balance
100297 Harry SFO 2 189 $6000
178677 Tony NY 3 234 $7800
Customer No Customer No No of Accounts in Transactions Account
Name the region Last Month Balance
100297 Harry
100297 2 189 $6000
178677 Tony
178677 3 234 $7800
View created for a Call Centre Analyst View created for a Manager
Need for Version?
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• To allow users to only input and view what they need for that
role
• Applications have a default view which displays all the fields
and may confuse the user
• To improve the look and feel of the system
• To Control the number of authorizers
What is a Version? • Version is a customised screen in T24
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• Allows you to default values in fields
• Allows you to hide non mandatory information
• Can be created for any application in T24
• Catalogued in VERSION application
Task - 1
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Create a version for the ACCOUNT application with the following fields
Customer Number, Mnemonic, Currency and Category
Version Heading “Temenos Training” must be displayed
Records created using the version must be authorised by an authoriser
Step 1 - Create The Version
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Step 2 – How do we invoke the version created?
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Workshop
• Create a version for the CUSTOMER application 10
• Name of the version CUSTOMER,TRG
• Fields to be displayed in the version
• MNEMONIC
• SHORT.NAME
• NAME.1
• STREET
• SECTOR
• ACCOUNT.OFFICER
• INDUSTRY
• TARGET
• NATIONALITY
• CUSTOMER.STATUS
• RESIDENCE
• LANGUAGE
Task 2 – Version with Multiple Fields Per Line
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Task 2 – Version with Multiple Fields Per Line
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• Specify Column in which Field must be displayed
• Specify the Text to be displayed beside the field
• Table Column – No Input field populated to show length and start-position of the field
being defined
• Table Line –Line in which this field will be displayed
Manipulating field Display in Version
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Adding blank
lines
Field Display - Before Formatting
Field Display - After Formatting
Version – Additional Configuration
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Set No of Authorizers
Set a field as No Input
Set a field as No Change
Default values in a field
Replace Old content of a field
Set a field as mandatory
Workshop
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Amend the previously created version so that
A value 1001 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.
Zero – Auth Versions
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Create Record
Referred to as ‘Comma’ versions
Commit / Save
Some of the default comma Versions in T24,
ACCOUNT,
FUNDS.TRANSFER,
CUSTOMER,
Records created using comma versions are self authorized.
In all comma versions the NO.OF.AUTH field is set to 0(zero).
Use VERSION, from now on to create your versions .
Tabbed Screens in Versions
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A list of VERSIONs can be associated with the current VERSION in the form
of tabs
These associated versions must relate to the same application as the version
being input
Rekey Field in Version
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• Rekey is a feature which forces authorizer to rekey values during
authorization
• Rekey fields data are hidden during authorization
• The Rekey count is recorded in the application EB.REKEY.RETRIES
• Maximum number of incorrect rekeys allowed is set in SPF
Did you know that an
authorizer must
re-enter some values
during authorisation in a
version ?
Using Rekey Field Illustration
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The Bank wants the Head Teller to re enter values of
Debit Amount and Debit A/C no when any transaction
is input using the version
The teller inputs a
transaction
The Head Teller opens
the transaction to
authorize . The Rekey
fields are hidden
Using Re-key field – Authorisation of a record
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The Head Teller authorizes
the record . The Rekey fields
are hidden
During authorization, system prompts the HEAD Error will be shown if the values keyed during
TELLER to re-enter value in the rekey fields authorization do not match the values that were
input.
Workshop
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Amend CUSTOMER,TRG created in Workshop
Add CUSTOMER,AUDIT and CUSTOMER,ADDRESS as TABS in
your version
Ensure that NAME.1 is entered correctly by re-entering during the authorize
Set the NO.OF.AUTH as 2 , authorize your record once and check the RECORD.STATUS
What is the RECORD.STATUS when the record is authorized using the CUSTOMER application?
Workshop
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Design a simple version for FUNDS TRANSFER application with the
following fields
Transaction Type
Debit Account Number
Debit Currency
Debit Amount
Debit Value Date
Credit Account Number
Credit Currency
Add Tool Tip and Enrichment for fields
Quiz
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True / False
Quiz
1. FUNDS.TRANSFER,INPUT can be given as the associated version for
CUSTOMER,INPUT
2. 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
3. In version values can be defaulted into fields using the field
AUT.NEW.CONTENT
4. The value of a NOCHANGE field can be amended for a LIVE record
What Did We Learn?
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Conclusion
• Versions are user defined screens and can be created for any
application in T24.
• A version should always complement 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 authorizers can be set to 0,1 or 2 in a version
• Special field properties like NOINPUT, NOCHANGE, MANDATORY can
be set using versions.
• Rekey field in VERSION enables enhanced verification by the authorizer
in the Banking System
What Did We Learn?
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Conclusion
You can now
• Appreciate the need for Versions in T24
• Create simple versions in T24
• Apply additional features in versions such as
NOINPUT, NOCHANGE, MANDATORY, AUTOM
FIEL, REKEY FIELD
• Create associated versions