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T24 Navigation R10

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(1)Introduction to T24forMCB - Navigation. 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.

(2) Navigating in T24forMCB. 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 2.

(3) Browser – Logging to T24forMCB ƒ. Intranet based front end for T24forMCB. ƒ. Log on to T24forMCB using Internet Explorer / Netscape Navigator. ƒ. Type the appropriate URL in address bar. Enter Username , Password and Click Sign in. Slide 3.

(4) Browser – Logging to T24forMCB. Slide 4.

(5) Browser - Logging out. ƒ. First T24forMCB Screen. Slide 5.

(6) Browser - Logging out. ƒ. Logging out of T24forMCB properly. Slide 6.

(7) Workshop - 1. ƒ. Login to T24forMCB by using the User name and password given by the trainer. ƒ. Log off. Slide 7.

(8) Workshop - 1 Solution 1. 2. 3. Slide 8.

(9) Understanding the First T24forMCB Screen. User Name Sign on Information Command Line. Slide 9.

(10) Browser buttons - Tools. Changes password of currently signed on User New password will take effect from subsequent sign on. Slide 10.

(11) Workshop - 3. ƒ. Log in to T24forMCB. ƒ. Change your password. ƒ. Log out. ƒ. Login in as the same user with the new password. ƒ. Log out of T24forMCB. Slide 11.

(12) Workshop – 3 Solution. 3. 1 4. 2. 5 Slide 12.

(13) 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 13.

(14) Command Line. ƒ. Another option in the command line ƒ <Application Name> <Function> <Record ID> CUSTOMER I 100185. Slide 14.

(15) Workshop - 4. ƒ. Log in to T24forMCB. 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 15.

(16) Workshop – 4 Solution. 1. 2. 3 4. Slide 16.

(17) Workshop – 4 Solution. 1. 2. Slide 17.

(18) Navigating through Menu. ƒ. Clicking on the Menu, we can get into ƒ Sub menus, Applications or versions, Enquiries and Reports. Slide 18.

(19) Workshop - 5. ƒ. Log in to T24forMCB Model Bank. ƒ. Navigate through the sub menus and applications. ƒ. Use Administrator Menu > Operators Menu > Create User. Slide 19.

(20) Workshop – 5 Solution. 1. 2. 3. 4 Slide 20.

(21) 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 21.

(22) Inputting records in Browser. COMMIT the record to update the data base. VALIDATE to check for Errors. Put the record on HOLD. Slide 22.

(23) Inputting records in Browser. DELETE the record. AUTHORISE the record. REVERSE the record. VERIFY the record. Slide 23.

(24) Inputting records in Browser. RETURN to application screen. Online Help. Slide 24.

(25) Inputting records in Browser. Drop down box CONTEXT enquiry Calendar Pop up MANDATORY field. Slide 25.

(26) Inputting records in Browser. Radio buttons Frequency Pop up. Slide 26.

(27) 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 27.

(28) 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. Slide 28.

(29) Copying Records 1. 2. 3. Slide 29.

(30) Pasting Data Fields needing Unique values are left blank After filling them record can be committed. Slide 30.

(31) Workshop - 6. 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 31.

(32) Workshop – 6 Solution 1 4. 2. 3 5. Slide 32.

(33) Workshop – 6 Solution. 1. 2. 3. 4 Slide 33.

(34) 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. 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. Both options search on Live, Unauthorised and History Files. Slide 34.

(35) Listing Live records. Slide 35.

(36) Selecting History record 1. 4. 2. 3. Slide 36.

(37) 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. 2. 1. Slide 37.

(38) Enquiries. 3. 4. Slide 38.

(39) Enquiries. ƒ. Enquiry presents select information on line in a predetermined form ƒ Context sensitive enquiries available for the application. Slide 39.

(40) Enquiries - Buttons Refresh. Toggle timer Print Default list of respective application. Selection Screen. First page. Last page Previous page. Next page Specified page. Slide 40.

(41) 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 41.

(42) Opening/ Saving as CSV 1. 2. 4 3. Slide 42.

(43) Opening / Saving as HTML. Slide 43.

(44) Opening / Saving as XML. Slide 44.

(45) 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 45.

(46) 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.

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