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Fundamentals of Credit Functionality Parameterisation (PCF)

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Date
02.02. - 03.02.2017 09:00 - 16:45
Teachers
  • Peter Rötzer
Price excl. VAT (CHF)
2'100.00
Location
Avaloq Evolution Corp.
Academy Room 2, 5th floor
Allmendstrasse 140
CH-8027 Zurich
Course description
In this course the basic parameterisation functionality for credit processing and operation will be covered. You will learn the functionality (important metatypes regarding the financing area) as well as the basic concepts (classifications, rules) and the possibilities to adapt them to the customers needs.
 
The course offers sample parameterisation and explanations of elaborate concepts that are fundamental for the understanding how to parameterise the system. It contains exercises about setting up customer-specific parameterisation, adapting existing parameterisation and finding errors in the parameterisation.
Together with the Avaloq documentation, it will provide you with the skills you need for a successful parameterisation of the basic credit functionality.
 
This course has been developed in collaboration with www.swisscom.com
Objectives
Upon successful completion of this course every participant will
  • Know the relevant metatypes and objects of credit operation area
  • be able to implement specific parameterisation needs for the objects and metatypes covered in the course
  • know the basic concepts of the interest engine
  • know best practices and how to avoid pitfalls
Target audience
Parameterisation specialists working in the credit area
Prerequisites
Before attending this course, participants must have attended Avaloq Certified Professional (ACP) course.
Knowledge of the Avaloq credit functionality from a business point of view, see course "Working with Credit Functionality" (CFW)
Course content
Objectmodel & Metatypes (Engines / Basic Concept)
  • Financing Object
  • Metatypes
  • Concept of Financing Engine
  • Pillars & Reports
  •  
Details of Metatypes, Interest model & Pricing
  • Loan Details
  • Modelling & Classification model
  • Booking & Balance rules
  • Interest model
  • Credit processing
Duration
2 days
Avaloq Certified Specialist
This course is part of the specialisation in the area of competence
  • Credit
Availability
12 Available

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