Training Prospectus es V4 - SmartStream Technologies/media/Files/www/Services/Cust… · TLM Cash...

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Training P Prospectus January 2010

Transcript of Training Prospectus es V4 - SmartStream Technologies/media/Files/www/Services/Cust… · TLM Cash...

Page 1: Training Prospectus es V4 - SmartStream Technologies/media/Files/www/Services/Cust… · TLM Cash Management Introduction & Operation TLM Trade Process Management Introduction & Operation

Training Prospectus

Training Prospectus

January 2010

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Table of Contents

Introduction ..................................................................................................3

Education Curriculums ..................................................................................4

Foundation Curriculum ......................................................................................... 4

Part 1 - Utilities .................................................................................................... 4

Part 2 – Core Products ......................................................................................... 5

Part 3 – Solutions................................................................................................. 5

Part 4 - Certification ............................................................................................. 6

Advanced Curriculum ........................................................................................... 7

Part 1 - Environment ............................................................................................ 7

Part 2 – Core Products ......................................................................................... 8

Part 3 – Certification ............................................................................................ 8

Productised Training Courses .......................................................................9

TLM® Utilities – Configuration & Operation ........................................................... 9

TLM® SmartStudio & TLM® WebConnect - Configuration & Operation ................. 10

TLM® Reconciliation Administration - Configuration & Operation .......................... 11

TLM® Control - Configuration & Operation .......................................................... 12

TLM® Reconciliation Client – Configuration & Operation ...................................... 13

TLM® Environment ............................................................................................ 14

TLM® Corona Environment ................................................................................ 15

TLM® Corona Message Interface (xMI) ............................................................... 16

TLM® Corona Access Control System (ACS) ........................................................ 17

TLM® Corona Active .......................................................................................... 18

TLM® Corona Cash – Configuration & Operation ................................................ 19

TLM® Corona Securities – Configuration & Operation ......................................... 20

TLM® Corona Confirmations – Configuration & Operation ................................... 21

TLM® Corona Investigations – Configuration & Operation ................................... 22

Bespoke Training Solutions ....................................................................... 23

On the Horizon ........................................................................................... 24

How to book ............................................................................................... 25

Guidance on Policies .................................................................................. 25

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Introduction

Welcome to SmartStream Education: this prospectus sets out to help you take

advantage of the wide range of structured and bespoke product and release-

specific training solutions, designed to ensure you gain the optimal benefit from

our products and solutions.

In order to meet the specific requirements of all our clients, our training

methodology sets out to offer the flexibility required to ensure it remains

relevant to every customer. The focus is on the speedy and effective transfer of

product knowledge and best practices utilising a structured modular approach

using several delivery methods including computer-based and instructor led

training.

SmartStream Education is designed to meet the training needs of all users. It

delivers a fixed foundation curriculum for new users encompassing an

introductory level of product administration, configuration and operation. An

advanced training curriculum is available for more experienced users requiring

greater knowledge of the products, solution and environment.

SmartStream recognises the importance that all of our clients are fully equipped

to manage and maintain their mission critical systems and processes. By utilising

our training solutions, SmartStream Education enables users to fulfil their

responsibilities effectively.

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Education Curriculums

Foundation Curriculum The foundation curriculum is designed to deliver a fixed content programme for

new TLM users aimed to provide an introductory level of understanding and

build on that knowledge to enable the TLM user to perform day to day operation

and configuration tasks.

This curriculum consists of four parts:

Part 1 - Utilities

This course provides an overview of all utilities used to support core TLM

products and TLM solutions, identifying where each utility fits into the TLM

Architecture along with structured configuration and operation tuition and

exercises utilising SmartStream best practices.

The products covered in this course are:

� TLM SmartSchema

� TLM Configuration Import

� TLM Security Administration

� TLM Advanced Archive Server

� TLM Corona Message Interface

� TLM Corona Access Control System

� TLM Corona Active

Certification Solutions Core

Products Utilities

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Part 2 – Core Products

Core products are the building blocks used to create SmartStream solutions.

Each core product will be a training course in its own right encompasses how the

product fits into the TLM Architecture, purpose of the product including business

scenarios with configuration and operation tuition and exercises utilising

SmartStream best practices.

Available Core Product Courses:

� TLM SmartStudio Configuration & Operation

� TLM WebConnect End User Operation

� TLM Control Configuration & Operation

� TLM Reconciliation Administration Configuration & Operation

Part 3 – Solutions

Using business scenarios and process as well as SmartStream best practices

each Solution training course identifies how to operate the SmartStream

Solution effectively and efficiently.

Available Solution Courses:

� TLM Reconciliation Client Configuration & Operation

� TLM Cash Management Introduction & Operation

� TLM Trade Process Management Introduction & Operation

� TLM Corporate Actions Introduction & Operation

� Reconciliations Introduction & Operation

� Exception Management for Reconciliations Introduction & Operation

� TLM Corona Cash Introduction & Operation

� TLM Corona Securities Introduction & Operation

� TLM Confirmations Introduction & Operations

� TLM Corona Investigations Introduction & Operations

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Part 4 - Certification

Each individual training delivery will include periodic assessments and an end

of course assessment to ensure that the client has retained the knowledge

presented to them.

Also available is an end of curriculum assessment combining all training

deliveries into one assessment ensuring that the client has retained the

knowledge presented to them throughout the entire training curriculum

programme.

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Advanced Curriculum The advanced curriculum is designed to enhance the knowledge gained by

completing the foundation curriculum and on job experience by delivering a

higher level programme encompassing back end processes and engine/server

operation where appropriate, and advanced product configuration and

operation.

This curriculum consists of three parts:

Part 1 - Environment

This course will provide in depth configuration and operation of the

environment required to support the TLM Products and TLM Solutions

consisting of:

� Architecture Recommendations

� Database Considerations, Performance & Tuning

� TLM SmartSchema & Knowledge Base Considerations

� Static Data Loading

� TLM Server Manager Configuration

� TLM Reporting Considerations

� Archiving Strategy & Recommendation

� TLM Product Configuration and Installation

Certification Environment Core Products

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Part 2 – Core Products

Installation and best practices including engine/server functionality where

appropriate, configuration and operation of advanced features and functionality

of each of the core products. Consisting of:

� TLM SmartSchema Advance Configuration & Operation

� TLM Reconciliation Administration Advanced Configuration & Operation

� TLM Control Advanced Configuration & Operation

Part 3 – Certification

Each individual training delivery will include periodic assessments and an end of

course assessment to ensure that the client has retained the knowledge

presented to them.

Also available is an end of curriculum assessment combining all training

deliveries into one assessment ensuring that the client has retained the

knowledge presented to them throughout the entire training curriculum

programme.

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Productised Training Courses

TLM® Utilities – Configuration & Operation This course provides a

product overview along

with the functional

configuration of the TLM

Utility Products enabling

users to install and

configure all TLM Utilities

in order to support the

TLM Core Products and

TLM Solutions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of the TLM

Utility Products

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

2 days

Objectives

Introduce TLM Utility

Product key functionality,

features and end user

operation to users that

will be required to

understand the purpose of

the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Core Products and TLM

Solutions.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■TLM Architecture

2. TLM SmartSchema ■Overview

■Installation

■Navigation

■Universe, Object &

Attribute Operation ■Knowledge base

identification &

familiarisation

3. TLM Security

Adminstration ■Overview

■Installation

■Navigation

■User Generation &

Synchronisation

4. TLM Configuration

Import ■Overview

■Installation

■Navigation

■Package Exporting &

Importing

5. TLM Advanced

Archiving Server ■Overview

■Installation

■Navigation

■Basic Archiving

Operation

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TLM® SmartStudio & TLM® WebConnect - Configuration & Operation version 2.5/ 2.6 / 2.7

This course provides a

product overview along

with the functional

configuration of TLM

SmartStudio enabling

users to create

Dashboards and the user

interface for TLM

Solutions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

SmartStudio & TLM

WebConnect

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

3 days

Objectives

Introduce TLM

SmartStudio functionality

and features and end user

TLM WebConnect

functionality to users that

will be required to

understand the purpose of

the products within the

STP Architecture and to

perform basic

configuration tasks to

support TLM Solutions.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

Working knowledge of

TLM SmartSchema

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■TLM Architecture &

Components ■Product Familiarisation

2. User Administration ■User Properties &

Security ■Lead User Authority

■Roles

3. Displaying Data ■SmartStudio Concepts

■Standards & Best

Practices ■Dashboards & Controls

■Searches & Views

■Parent & Child

Relationship

4. Dashboard Control

Configuration ■Grid

■Form

■Treeview

■Chart

5. Joining Dashboards ■Navigation & Parameter

Mapping ■Drilldown Points &

Parent Control

6. Adding Existing

Dashboards ■Tab Control

■Frame Control

■Icon Control ■Custom Control

7. TLM WebConnect ■Shortcuts

■Client Interface

■Sorts, Breaks &

Aggregates ■Pivoting

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TLM® Reconciliation Administration - Configuration & Operation version 2.5 / 2.6

This course provides a

product overview along

with the functional

configuration of TLM

Reconciliations

Administration v2.5/2.6

enabling users to load and

match cash transactions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

Recon Admin v2.5/2.6

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

5 days

Objectives

Introduce TLM Recon

Admin v2.5/2.6 key

functionality and features

and end user TLM

WebConnect functionality

to users that will be

required to understand

the purpose of the

products within the STP

Architecture and to

perform basic

configuration tasks to

support TLM Solutions.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

Working knowledge of

TLM SmartSchema v4.

Working knowledge of

TLM SmartStudio & TLM

WebConnect v2.5/2.6

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction

■Business Basics

■TLM Architecture &

Components ■Product Familiarisation

2. User Administration ■User Properties

■Lead User Authority

■Message Maintenance

3. Loading Data ■Source Data

■Gems & KBs

■Business Data

■Static Data

■Verifying Data Load

■TLM WebConnect

Displays

4. Matching ■Matching Concepts

■STP Workflow

■Data Enrichment Masks

& Tolerances

5. Investigations ■Cases & Case Dashboards

■Groups & Workfolders

■TLM WebConnect

Displays

6. Workflow Tools &

Events ■Workflow Tool Concepts

■Event Types

■Process Designer

■Business Logic Tools

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TLM® Control - Configuration & Operation version 1.1 / 1.2

This course provides a

product overview along

with the functional

configuration of TLM

Control enabling users to

create and process

workflows.

In addition you will gain:

A high level overview of

the product and its

position in the TLM

Solution

A detailed description of

functionality of TLM

Control

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

4 days

Objectives

Introduce TLM Control

v1.2 key functionality and

features and end user TLM

WebConnect functionality

to users that will be

required to understand

the purpose of the

products within the STP

Architecture and to

perform basic

configuration tasks to

support TLM Solutions.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

Working knowledge of

TLM SmartSchema v4.

Working knowledge of

TLM SmartStudio & TLM

WebConnect v2.5/2.6

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction

■Business Basics

■Technical Background

■TLM Architecture &

Components

2. TLM Control Process

Designer Introduction ■Process Designer

Concepts ■Process Types

3. Process Designer

Components ■SmartMessages

■Repositories & Entities

■Queue Management

■Process Context

4. Process Steps ■Entity Step

■Assignment Step

■Sub Process Step

■If Step

■For Each Step

■Stored Procedures

5. Outbound Messaging ■Email Step

■JMS Message Step

6. Scheduler ■Dynamic Schedules

■Manual Schedules

7. Configuration

Management ■Importing & Exporting

■Checking in/out

■Process

Locking/Unlocking

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TLM® Reconciliation Client – Configuration & Operation version 2.1 / 2.5 / 2.6

This course provides a

product overview along

with the functional

configuration of the TLM

Reconciliation Client

enabling users to load and

match cash transactions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of the TLM

Client

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

5 days

Objectives

Introduce TLM

Reconciliation Client key

functionality, features and

end user operation to

users that will be required

to understand the purpose

of the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Solution.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Components

■TLM Architecture

■Product Familiarisation

2. User Administration ■User Maintenance

■Lead User Authority

■Managing Roles

■Message Maintenance

3. Loading Data ■Source Data

■Gems & KBs

■Business Data

■Static Data

■Verifying Data Load

4. Managing Dashboards ■Dashboards & Controls

■Searches & Views

■Parent & Child

Relationship

5. Matching ■Matching Concepts

■STP Workflow

■Matching with

Tolerances ■Data Enrichment &

Masks ■Auto Release

6. Investigations ■Cases & Case Dashboards

■Groups & Workfolders

7. Workflow Tools &

Events ■Workflow Tool Concepts

■Event Types

■Process Designer

■Business Logic Tools

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TLM® Environment This course will provide in

depth configuration and

operation of the

environment required to

support the TLM Products

and TLM Solutions.

In addition you will gain:

A high level overview of

the components and

products and their

position in the TLM

Environment

A detailed description of

functionality of the

components

Structured

demonstrations designed

to emphasise the

theoretical delivery

Duration

3 days

Objectives

Introduce best practice

methods used to

implement a TLM Solution

including the support

environment’s

components

Intended Audience

Professional Services,

second/third Line

Operation and

Maintenance Technicians,

IT specialists.

Prerequisites

Understanding of

database terminology and

operation, LAN/WAN

infrastructure

terminology and

operation.

Course Content

Demonstrations are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction

2. Architecture

Recommendations ■UNIX

■Windows

3. Databases

Considerations ■ORACLE

■SYBASE

■MSSQL

■Performance & Tuning

4. TLM SmartSchema ■Overview

■KB Overview

5. Static Data Loading ■CSV Loader

6. TLM Server Manager ■UNIX Installation &

Configuration ■Windows Installation &

Configuration

7. Reporting

Considerations

8. Archiving Strategy ■AAS

■Recommendations

9. TLM Product

Configuration &

Installation

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TLM® Corona Environment version 7.3 / 7.4 / 7.5

This course will provide in

depth configuration and

operation of the

environment required to

operate and support TLM

Corona.

In addition you will gain:

A high level overview of

the components and

products and their

position in the TLM

Environment

Structured

demonstrations designed

to emphasise the

theoretical delivery

Duration

3 days

Objectives

Introduce best practice

methods used to

implement TLM Corona

including the support

environment’s

components

Intended Audience

Professional Services,

second/third Line

Operation and

Maintenance Technicians,

IT specialists.

Prerequisites

Understanding of

database terminology and

operation incl. SQL,

LAN/WAN infrastructure

terminology and

operation.

Working knowledge of

TLM WebConnect

v2.5/2.6

Course Content

Demonstrations are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction

2. Installation of TLM

Corona ■Windows

3. Databases

Considerations ■ORACLE

■DB2

■MSSQL

■Performance & Tuning

possibilities ■Authentication

4.Upgrade to the latest

version

5. API’s available in TLM

Corona

6. Batch jobs ■Report generation

■Automatic matching

■Move to history and

long-term ■Move to archive

7. Batch maintenance of

static data ■Users

■Banks

■Investigations address

pool

8. Migration ■Account migration

9. TLM Web Connect ■Setup of the Web Client

for Corona ■Authentication

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TLM® Corona Message Interface (xMI) version 7.3 / 7.4 / 7.5

This course will provide in

depth configuration and

operation of TLM Corona

xMI required to configure

and support it allowing to

load and send messages

into/from the TLM Corona

business modules.

In addition you will gain:

A high level overview of

the components and

products and their

position in the TLM

Environment

Structured

demonstrations designed

to emphasise the

theoretical delivery

Duration

2 days Basic training

(module 1 & 2)

3 days Advanced training

(module 3 - 5)

Objectives

Introduce best practice

methods used to

implement TLM Corona

xMI

Intended Audience

Professional Services,

second/third Line

Operation and

Maintenance Technicians,

IT specialists.

Prerequisites

Programming skills (e.g.

for C/C++, Python), basic

TCP/IP knowledge

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction

2.Setup of TLM Corona

xMI ■Installation and

configuration of the

services ■Pre- and post loading jobs

■System parameters

■Connection to e-mail

systems

3. Mapping of data feeds ■Simple data feeds

■Available mappings

■Standard wizard

functionality ■Usage of Python scripts

4.API’s available for TLM

Corona xMI

5. Complex mapping ■SWIFT or XML messages

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TLM® Corona Access Control System (ACS) version 7.3 / 7.4 / 7.5

This course will provide in

depth configuration and

operation of TLM Corona

ACS.

In addition you will gain:

A high level overview of

the components and

products and their

position in the TLM

Environment

Structured

demonstrations designed

to emphasise the

theoretical delivery

Duration

1 day

Objectives

Introduce best practice

methods used to configure

TLM Corona ACS

Intended Audience

Professional Services,

second/third Line

Operation and

Maintenance Technicians,

IT specialists.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. Single System <-> Multi

entity system ■Definition of Access

Areas ■Assignment of Object

types

3.User maintenance ■Definition of profiles and

roles ■Maintenance of users ■Batch loading of users

4.Tools ■Report generation

■Monitoring sessions

■Connection to external

authentication systems ■Single sign on

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TLM® Corona Active version 7.3 / 7.4 / 7.5

This course will provide in

depth configuration and

operation of TLM Corona

Active allowing for the

monitoring of the entire

TLM Corona system.

In addition you will gain:

A high level overview of

the components and

products and their

position in the TLM

Environment

Structured

demonstrations designed

to emphasise the

theoretical delivery

Duration

1 day

Objectives

Introduce best practice

methods used to configure

TLM Corona Active

Intended Audience

Professional Services,

second/third Line

Operation and

Maintenance Technicians,

IT specialists.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. Definition of Watchdogs ■What kind of data can be

monitored

3.Working with Alerts ■Confirming alerts

■Notification possibilities

4.The active monitor

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TLM® Corona Cash – Configuration & Operation version 7.3 / 7.4 / 7.5

This course provides a

product overview along

with the functional

configuration of TLM

Corona Cash enabling

users to setup static data

as well as load and match

cash transactions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

Corona Cash

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

4 days

Objectives

Introduce TLM Corona

Cash key functionality,

features and end user

operation to users that

will be required to

understand the purpose of

the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Solution.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. User Administration ■Functional rights within

TLM Corona Cash ■User Maintenance

■Managing Profiles

■Managing Roles

3. Definition of static data ■Currencies

■Banks

■Matching rules

■Account maintenance

4. Daily Work ■Working with

statements ■Automatic matching ■Working with groups

■Manual matching ■Pseudo references for

higher automatic matching

rates

5. Utilities ■Statistics and Reports

■Position keeping

■EURO functionality

■Moving accounts and

transactions ■Archiving

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TLM® Corona Securities – Configuration & Operation version 7.3 / 7.4 / 7.5

This course provides a

product overview along

with the functional

configuration of TLM

Corona Securities enabling

users to setup static data

as well as load and match

securities transactions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

Corona Securities

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

4 days

Objectives

Introduce TLM Corona

Securities key

functionality, features and

end user operation to

users that will be required

to understand the purpose

of the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Solution.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. User Administration ■Functional rights within

TLM Corona Securities ■User Maintenance

■Managing Profiles

■Managing Roles

3. Definition of static data ■Currencies

■Banks and partners

■Matching rules

■Account maintenance

4. Daily Work ■Working with holdings

■Working with

transactions ■Working with

settlements ■Working with trade

confirmations ■Working with corporate

actions ■Automatic matching ■Working with groups

■Manual matching ■Pseudo references for

higher automatic matching

rates

5. Utilities ■Statistics and Reports

■Position analysis

■Diary for Corporate

Actions ■Archiving

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TLM® Corona Confirmations – Configuration & Operation version 7.3 / 7.4 / 7.5

This course provides a

product overview along

with the functional

configuration of TLM

Corona Confirmations

enabling users to setup

static data as well as load

and match confirmations

transactions.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

Corona Confirmations

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

2 days

Objectives

Introduce TLM Corona

Confirmations key

functionality, features and

end user operation to

users that will be required

to understand the purpose

of the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Solution.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. User Administration ■Functional rights within

TLM Corona

Confirmations ■User Maintenance

■Managing Profiles

■Managing Roles

3. Definition of static data ■Currencies

■Banks and partners

■Matching rules

■Overdue rule sets

■Longtext conversion

rules ■Standard payment

instructions

4. Daily Work ■Working with

confirmations ■Automatic matching ■Working with groups

■Manual matching ■Pseudo references for

higher automatic matching

rates

5. Utilities ■Statistics and Reports

■Potential error process

■Match exit

■Archiving

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TLM® Corona Investigations – Configuration & Operation version 7.3 / 7.4 / 7.5

This course provides a

product overview along

with the functional

configuration of TLM

Corona Investigations

enabling users to setup

static data as well as

configure the system

properly.

In addition you will gain:

A high level overview of

the products and their

position in the TLM

Solution

A detailed description of

functionality of TLM

Corona Investigations

Guided hands on

experience on the

products

Structured exercises

designed to promote the

newly learnt skills and

concepts

Duration

2 days Basic training

3 days Advanced training

2 days E&I topics

Objectives

Introduce TLM Corona

Investigations key

functionality, features and

end user operation to

users that will be required

to understand the purpose

of the products within the

STP Architecture and to

perform configuration

tasks to support the TLM

Solution.

Intended Audience

Users & Operators,

Professional Services,

First Line Operation and

Maintenance Technicians,

System Managers and

Administrators.

Prerequisites

None

Course Content

Practical exercises are

included throughout the

training course as

appropriate.

The course modules are

listed below:

1. Introduction ■Business Basics

■TLM Corona

Components ■TLM Corona

Architecture ■Product Familiarisation

2. User Administration ■Functional rights within

TLM Corona

Investigations ■User Maintenance

■Managing Profiles

■Managing Roles

3. Definition of static data ■Investigation adresses

■Simple Templates

■Categories ■Defaule sets for cases and

messages

4. Daily Work ■Working with cases

■Working with messages ■Working with free cases

■Archiving

5. Extended configuration ■Data types

■Exception types

■Data structurs

■Pseudo references

■Batch settings

■Workflow parameters

■Languages ■Advanced template design

6. E&I for payment

messages ■Concept of E&I

■Available workflows

■Support of 4 types of

business cases ■Support of 16 messages

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Bespoke Training Solutions

SmartStream recognises that each client is different: therefore a more tailor

made training solution may be required to meet the individual needs.

This training solution may require the removal of some modules from the

structured training solutions or more emphasis on other modules, either way

our training courses can be designed to reflect your TLM Training Solution in a

time scale designed to meet your schedule.

Our aim is to provide the same high level of training as per the structured

courses including the following:

■ A high level overview of TLM Solution in use

■ A detailed description of functionality

■ Guided hands on experience on the products

■ Structured exercises designed to promote the newly learnt skills and

concepts

Examples of some bespoke training solutions are:

■ New feature release upgrade training

■ 1 day TLM Reconciliations user overview training

■ 3 day practical TLM Reconciliations or TLM Corona Matching training

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On the Horizon

We are continually looking for ways to improve the training solutions offered to

our clients. Thanks to our feedback procedures there will be continual

adjustments to our structured training solutions to incorporate the changes in

the market and business model.

As well as these small changes there will be the issue of new product releases

encompassing new features and processes and the issue of entirely new

products & solutions designed to meet the advancements in technology and

business requirements. Therefore new training solutions will be developed and

subsequently offered to cover these advances.

In the near future we are looking to offer training to cover the following TLM

products and Solutions:

■ TLM Cash Management – User Operation

■ TLM Trade Process Management - User Operation

■ TLM Treasury Confirmations – User Operation

■ TLM Reconciliations Client version 3 – Configuration & Operation

■ TLM On Demand – User Operation

TLM Corona Universial Data and Inter Systems – Configuration and

Operation

TLM Corona Intra Day – Configuration & Operation

As well as individual product and solution training courses we are in the process

of developing a TLM User Accreditation Program which will encompass all TLM

products, processes, features and functionality required to effectively and

efficiently enable a TLM user to manage & maintain their mission critical

systems.

To enquire about bespoke or future training solutions please refer to the ‘How to

Book’ section overleaf.

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How to book

To book a place on any our public training courses please consult the training

calendar on our Website:

http://www.smartstream-stp.com/Services/Customer_Training.aspx

Alternatively to make an enquiry regarding an onsite, bespoke training solution

or any other enquiry contact us below at:

Email: [email protected]

Guidance on Policies

Course language

English, TLM Corona classes can also be offered in German, French and Spanish

only possible by prior arrangement.

Location and timings

The agreed course will be held on client site by prior arrangement, or a venue

identified by SmartStream Technologies Ltd.

Course timing

9.30am – 5pm unless altered by prior agreement.

Course sizes

The maximum course size whether located on client site or SmartStream

identified venues is ten attendees. This number can only be extended by prior

agreement but is highly not recommended.

Minimum requirements for on-site training

■ Suitable sized training room

■ Multimedia projector with PC connection lead

■ Whiteboard/flip chart

■ Translation assistance if required

■ Terminal/network connections if required

■ Suitable IT equipment

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Minimum IT equipment specifications

■ Windows XP Professional Operating System

■ Microsoft SQL Server 2000 service pack 4

■ Minimum 2GB available Ram

■ Minimum 20GB available HDD memory

Course confirmation

Confirmation is required two weeks prior to the proposed training start state

identified in the course proposal.

Course cancellation by SmartStream

SmartStream Technologies Ltd reserve the right to cancel courses at short notice

where confirmation has not been received within the specified time parameters.

Course cancellation by attendee

Where an attendee cancels courses at short notice please refer to the

information below for details of charges:

■ Cancelled with >2 weeks notice = no charge

■ Cancelled with <2 weeks notice = 50% of course fee charged to client

■ Cancelled with <7 days notice = full cost of course charged to client

Terms & Conditions

Full terms and conditions are available upon request.

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Disclaimer

SmartStream Technologies Limited makes no representations or warranties

regarding the contents

of this document. We reserve the right to revise this document or make changes

in the specifications of the product described within it at any time without notice

and without obligation to notify any person of such revision or change.

Copyright Notice

This document is copyright. All rights reserved. No part of this publication may

be reproduced, stored in a retrievable system or transmitted, in any form or by

any means, electronically, mechanically, photocopying, recording, or otherwise,

without prior written permission from SmartStream Technologies Limited.

Intellectual Property Warning

The contents of this document and the software it describes are the intellectual

property of SmartStream Technologies Limited. The ideas contained in this

document must not be disclosed to any third party.

Trademark Notice

TLM is a registered trademark of SmartStream Technologies Ltd. All rights

reserved.

Other trademarks recognised are the property of their respective owner.

Document Information

SmartStream Education: Training Prospectus

Edition 6

September 2009