T24 Induction Business - Navigation

T24 Navigation
Release Date Sept, 2013

Agenda
T24 Navigation
01 Learning Objectives
02 Basics of Navigation
03 Types of Record Files
04 Accessing and Creating Records
05 Copying and Pasting Records
06 Listing and Searching Records
07 Audit Log and Record Status

Learning Objectives
Objectives T24 Navigation > Learning Objectives
knowledge on the basics of Navigation and the usage

of various buttons
Explain the types of record files used in T24
Learn how to access and create records, as well as

respond to messages
Understand the Copy/Paste functionality and when to

use it
Learn how to search records effectively
Identify information in the Audit Log

Agenda
T24 Navigation

Basics of Navigation - Browser
T24 Navigation > Basics of Navigation
Access T24 via Browser
Browser Interfaces available in R13:

Microsoft IE 7, 8, 9, 10
Mozilla Firefox 3.x, 4.x
Safari 13.0.x
Chrome 5.0.x
Actual URL address is

dependent on the
organisation’s set up
Basics of Navigation – Signing In to T24
Username and
password are case
sensitive
Basics of Navigation – First screen after signed in - Role Based Home Page
Role Based
Home Page
After signed in,

Based on your role within the
organisation, you may be
brought to a specific Home
Page. This is an example of a
Credit Officer Home Page
Basics of Navigation – First screen after signed in - Menus
Alternatively, users may see T24 in a menu format after signed in

Below is a menu example which one can see when signed into the
standard T24 Model Bank environment
Menu and
Sub Menus
User Menu has functionality for End Users

Admin Menu has functionality to define different types of products and other
parameter tables
Role Based Home Pages will give the User a list of Home Pages available in
T24 for the various roles
Basics of Navigation - Menus
From the Menus and

Sub menus, drill down to
Menu and select the Version,
Sub Menus Enquiry, Report, etc.
Example
Basics of Navigation – Signing Off T24
To log off T24 properly, use the Sign Off button.

Basics of Navigation – First screen after signed in – Other Aspects
Sign on information
User Name
Browser
Buttons
Command Line
Let us look at other aspects of the

screen after signed in to T24
Basics of Navigation - Browser Buttons - Tools
Allows tasks such as

change of password
and change of
company
User can switch
from one company
to another, if permitted
by the Security Changes password of currently
Management System signed on User. New password
(SMS) will take effect from subsequent
sign on
Important Note – No BACK button and no X
When navigating within T24, do Later in this course, you will

not use the BACK button on learn that there is a RETURN
the internet browser toolbar button available within T24
Internet Browser Do not click on the ‘X’ on the

toolbar area internet browser to sign off
Sign Off T24 properly
T24 area
Clicking on ‘X’ may potentially

cause locking of your T24 access
Agenda
T24 Navigation

Concept of Inputter and Authoriser
T24 Navigation > Types of Record Files
T24 works based on the ‘Maker-Checker’ rule for completing a

financial transaction and other operations
To facilitate this – T24 has 2 stages in a transaction

Input
Authorise
Maker / Inputter
Unauthorised
The Authoriser must be a different User from the

Inputter. Otherwise, the error message
“EB.RTN.SAME.NAME.AUTHORISER/INPUTTER”
will be displayed Live/ Authorised Checker / Authoriser
Types of Record Files
Fields and field values are stored not just in one table, but 4 tables
When transaction is input, it goes into the

Unauthorised Unauthorised file. It stores transactions:
• Pending to be authorised, or
• Pending to be completed (i.e. On Hold)
After authorisation, the record moves to Live file,

Live/ Authorised
which contains data used for standard daily
operations
If an authorised change is made to the record or

History when the record expires, the old record is moved
to the History file
If an authorised record is delete the record is

moved to the Deleted file. Required some setup
Deleted for it to work.
Let’s look at a specific example

Types of Record Files - Scenario
John O’Brien has become a One year later, John O’Brien

new customer and the becomes happily married and
following information is moves to a new home
created in T24
Original Customer Record Updated Customer Record
Name: John O’Brien Name: John O’Brien

Address: 1234 Green St Address: 456 Lake Road
Marital Status: Single Marital Status: Married
How did the record move from one file to another?

Types of Record Files - Different Stages of Record in Scenario
Different stages of the CUSTOMER record and what is stored in each file
Time Line Unauth File Live File History File Deleted File
Original record is • John O’Brien
input by the User, but • 1234 Green
not authorised • St
Original record is • John O’Brien
Deleted • 1234 Green
• St
Original Record in • Ben Frank
input by user. Not • 456 Lake Road
Authorised • Single
Record is authorised • Ben Frank
• 456 Lake Road
• Single
Record is amended. • Ben Frank • Ben Frank
Not authorised • 123 New Road • 456 Lake Road
• Married • Single
Amendment is • Ben Frank • Ben Frank

Authorised • 123 New Road • 456 Lake Road
• Married • Single
Agenda
T24 Navigation

Accessing and Creating Record
T24 Navigation > Accessing and Creating Records
Creating and Moving

Accessing within
Completing Taking
Record Record
and Editing Actions on
Record Record
Creating and
Accessing
Record
New Existing
Record Record
Creating and
Accessing
Record
New
Record
Creating New Record – Possibility 1
There are 3 different possibilities to create a new record depending on

how the screen is presented to the User
Possibility 1 New Deal button is presented
The New Deal button allows

user to create a new record
Once clicked, a new record

screen is displayed
The record or transaction ID

is automatically generated
Possibility 2 Screen is selected from Menu

Some of the menu items have been designed to access
the new record on a straight through process, skipping
the need to manually click on the ‘New Deal’ button
Transaction ID is automatically generated

Let’s take this
opportunity to
explain a couple
The orange asterisk indicates of symbols on
that the field is mandatory this screen
The two red squares indicate that the field is a

hot field and will perform a special validation
Possibility 2
Input is saved
Possibility 1
Possibility 3 Screen is selected from Menu but the ID is entered manually
ID is entered manually based

on the requirements of the
application
Selection Criteria. Will display

selection criteria for Enquiry to
this applications Live table.
Creating and
Accessing
Record
Existing
Record
Accessing Existing Record – Edit, Input and View
Select the mode to access record
Indicate the record ID to access
Edit or Input
Allows one to access record for amendment
See or View
Allows one to view record only
Accessing Existing Record – Edit and Input
Observe results when the Edit/Input button is used
Notice that the fields are open for input
The RETURN button is the proper way to exit the screen

when you do not want to save changes, not the browser “x”.
Accessing Existing Record – View / See
Observe results when the View/See Button is used
Notice that all the fields are in Display Mode only
The system does not allow input. Any number of people can
View/See the same record concurrently without record locks
Important Note – Locking of Records
For security reasons, T24 does not allow more than 1

person to work on a particular record e.g. editing a
record
For
example
Inputter 1 is
currently editing
this record
During this period, Inputter

2 tries to access the same
record through the edit
Inputter 2 will be stopped with T24
mode
warning that the record is locked
Accessing Existing Record
Now… What if the record exists, but you do not know the ID, and must
search for the record?
You can do the following:
List all records in any
of the 3 different files
Or
Select specific records
in any of the 3 different
files
Or
Use the
dropdown list,
which will only
list records in
the Live File
Creating and
Accessing
Completing
Record
and Editing
Record
Completing and Editing Record – Commit and Validate
COMMIT the record to

update the data base
VALIDATE to
check for errors
Completing and Editing Record – On Hold and Delivery Preview
Put the . Delivery

record Preview
on HOLD
Completing and Editing Record – Delivery Preview (External Messages)
Examples of the Delivery

Message Preview
Completing and Editing Record – Error (Internal Messages)
2 potential types of internal messages:
Error
Override
Error messages
Displayed when committed / validated
Field names and error text displayed
Record cannot be committed without rectification
Clicking on the message takes you to the respective field to correct the input
Completing and Editing Record – Override and DM (Internal Messages)
Override messages
Warning messages
Highlighted when record is committed
Can go further, only if overrides are duly accepted
Details of overrides and who approved stored in Audit Log
Document Management Override messages

The Document Management module enables a Financial Institution to stipulate any
documents or identification data that are required for a transaction or account.
System will prompt user to collect these documents during record completion
If defined, a window like the one below will appear and an appropriate response
such as RECEIVED or NOT RECEIVED will be required
Completing Taking
and Editing Actions on
Record Record
Taking Actions on Record
Action
Allows one to take actions to authorise, delete, reverse or verify
Taking Actions on Record
The Action Button has different purposes, depending on whether

the Record is in the Unauthorised File or in the Live File:
If record is in the Unauthorised File, you can:
Authorise a Record that is not placed on hold

Delete an Unauthorised Record
If record is in the Live File, you can:
Reverse a Record
The next two slides

show the three different
actions available
Taking Actions on Record – When Record is Unauthorised
Observe results when the Action

button is used on an Unauthorised
record
When the action button is

selected, the record cannot be
opened for input or selected for
authorisation by anyone else
Taking Actions on Record – Authorising and Deleting
DELETE AUTHORISE
the record the record
SPECIAL NOTE:
An Authorised
record (in Live
File) CANNOT be
deleted
To remove a
record from the
Live File, use the
Reverse Function.
See next slide
Taking Actions on Record - Reversing
When an Authorised record needs to be removed from the Live File,

the Reverse Function is used
REVERSE
the record
Based on the ‘Maker-
Checker’ concept in T24,
authorisation would be
required
When the reversal is

authorised, system moves
the record out from the Live
file and into the History file
It is not necessary to manually reverse all records. Manual reversal

is only required for special circumstances such as error. In most
cases, records automatically move to the History File whenever
contract term has been reached or when the record has been
replaced by an amendment
Taking Actions on Record - Verifying
Verifies
a Record
Moving
within
Taking
Record
Actions on
Record
Moving within Record – Context Enquiry and Helptext
If help text is installed,
clicking on any field will
provide information about
that field. On the right is
part of the help text
displayed when the Debit
Value Date field is clicked
Helptext
CONTEXT enquiry
Moving within Record – Multi Value and Sub Value
Some fields have been defined to allow

multiple sets and subsets of values
Multi Value allows the set of fields

to be expanded to the next
Sub Value within a Multi-value
Delete Multi Value or Sub value

Moving within Record - Buttons next to Data Fields
Buttons next to the fields can provide additional assistance
Radio buttons
Drop down box
Frequency Pop up
Calendar Pop up
Navigation and Create Customer Record
Menu Navigation
Workshop
Sign On to T24 training environment using the User Name

and Password provided to you
Instructions
Use User Menu > Customer > Individual Customer
Create an Individual Customer
Notice that customer number is automatically generated
Complete the following basic details:
Title, Given Name, Family Name
Full Name, Short Name
Mnemonic (an alternative easy and unique customer reference –
note: no spaces in between characters) – you can click on the field
name to look at the helptext
Gender
Select Sector = 1001 (you may notice that the system does a hot
validation and defaults values in some other fields – however, this only
happens if your training environment has configured the set up )
Instructions
Workshop
Ensure the following fields are completed (and select any available
values deemed appropriate for your customer):
Account Officer
Industry
Target
Customer Status
Nationality and Residence
Date of Birth (please ensure your customer is more than 21 years old)
Language
Under the ‘Address’ tab, fill in your customer’s address
Click on the ‘Financial Details’ tab:
Your customer holds 2 jobs. As such, multi value the employment status field
and select appropriate values
For the first job, fill in the employer’s address details. Since the address is too
long, sub value the field
Instructions
Workshop
Under the same ‘Financial Details’ tab, complete the following for the
customer’s first job:
Fill in your customer’s salary amount
Fill in the salary currency (indicate a currency different from your T24 training
environment ‘s local currency)
Notice that there is a context enquiry button next to the currency. Click on it and
observe
Indicate your customer’s employment start date using the calendar pop up icon
Indicate your customer’s salary frequency using the frequency pop up icon
When ready to submit the entry, click on the ‘Commit’ button

Accept any overrides, if any
Write down the customer number before leaving the screen (Note that we
will need to make use of the same customer number in subsequent
workshops, hence this is important)
Menu Navigation
Workshop
As T24 is built on a ‘Maker-Checker’ concept, authorise the

new customer record by signing in as a different user
provided to you. Alternatively, ask your colleague to help
authorise the record
Instructions
Use User Menu > Customer > Authorise/Delete Customer

Authorise the record
Solution - Navigation and Create Customer Record
Workshop T24 Navigation > Accessing and Creating Records
From the User Menu, select Sub-Menu for Customer and

then select the version for Individual Customer
Write down your Customer Number,

as we will use it later
Commit the Record, by pressing the Commit Button at the top left
corner of the screen
Have another User authorise your record, or

sign in with a different Username and
authorise it
Navigating With the Command Line – Application/Screen Name
Only useful to Super Users and Administrators

who are familiar with the names of the
applications or versions
Command
Line Type the Application or Version name in the
command line and click to execute it
Application or Version name

Accessing and Creating Records using Command Line
To edit existing
record
To create new record

Accessing and Creating Records using Command Line
<Application or Screen Name> <Function> <Record ID>
Application Name Record ID
Function (I for Input/Edit)

Accessing and Creating Records using Command Line - Functions
Function Description of the Functionality Buttons representation

commands using standard method
(I)nput To create a new record or edit details of an
existing record
(S)ee To view details of a record
(A)uthorise To authorise a record
(D)elete To delete an unauthorised record
(L)ist To list live records
(E)xception To list unauthorised records
(V)erify To confirm the details are verified with
confirmation recorded or other purposes defined
by the specific module
(R)everse To manually remove an already authorised
record and place it into history
(H)istory To move a record from history
Restore to live file
Agenda
T24 Navigation

Copying Records
T24 Navigation > Copying and Pasting Records
Copy and Paste

functionality enables
a record to be
copied and pasted
into another record
Pasting Data
T24 Navigation > Copying and Pasting Records
Fields needing
unique values are left blank
After filling them, record
can be committed
Copy and Paste Record
Workshop T24 Navigation > Copying and Pasting Records
Access Admin Menu > System Administration > Security Management

System > System Users Management > User Profile Management
Pick out any existing record e.g. AUTHORISER and select the SEE mode
Go to More Actions, and select Copy
Using the same menu, open a new record by manually keying in a new User ID.
For example, if User’s name is Jason Wright, the ID can be JWRIGHT
Click on EDIT mode
Go to More Actions, and select Paste
Notice that most fields have been copied
Fill in the relevant fields that have not been copied (these fields require unique
input values and hence not being copied over ) Sign On Name must be different
from User ID. Here are 2 examples:
User ID = JWRIGHT, Sign On Name = JWRIGH01
User ID = J.WRIGHT, Sign On Name = JWRIGHT (without dot)
Commit this record
Solution - Copy and Paste Record
Solution - Copy and Paste Record
User ID and Sign On

Name must be different
Complete the following:
• Name with User’s full name
• Sign On Name
• Classification: Int
• Start Date Profile: Today’s Date
The system compares to the server
date and must be today or a future
date. Otherwise, message below
may appear
Agenda
T24 Navigation

Listing and Searching Options
T24 Navigation > Listing and Searching Records
2 options that can be used to find records:

LIST to list everything
SEARCH to list as per selection
These 2 options are available for all T24

Applications
Unauthorised
Both options to
List all records
and Search Live/ Authorised
specific records
can be used on:
History
How to view the DELETE files
If the $DEL file is enabled for an application, deleted records can be viewed using
the enquiry VIEW.DELETE.HISTORY.
Or
Listing Records
Searching Records
Selection operands for FIND option are

Equals Not equal to
Greater than Greater than or equals
Less than Less than or equals
Between Not Between
Contains Not Containing
Begins with Ends with
Does not begin with Does not end with
Matches
Searching Records – Operands for different objectives
Selection operands for FIND option are

For comparison of
Equals Not equal to numeric and
alphanumeric values
Greater than Greater than or equals For comparison of

Less than Less than or equals numeric values
Specify numeric range

Between Not Between with space in between.
E.g. 3000 3500
Contains Not Containing

For locating
Begins with Ends with alphanumeric or string
Does not begin with Does not end with values
Matches
Selecting Records – Other Options
Specify different sort

criteria for the overview
“Auto-refresh” of
overview in seconds
Enquiries
Enquiry presents selected information on line in pre-defined format

Enquiries are available under Menus
For example, search list of accounts and loans of a Customer with
outstanding balance
Enquiries - Buttons
Selection Screen
Refresh
Toggle timer
Print
Default list of
respective
application
Enquiries - Buttons
First page Last page
Previous page Next page
Specified page
Enquiries - Saving Output in Other Formats
The Search / Enquiries result can be exported or saved as
CSV
Output will be saved as Microsoft Excel Comma
Separated File in any opted location
HTML
Output will be saved as “.html” file in any opted location
XML
Output will be saved as “XML” file in any opted location
Enquiries - Opening/ Saving as CSV
Enquiries - Opening / Saving as HTML
Enquiries - Opening / Saving as XML
Enquiries – Context Sensitive Enquiry
Context sensitive enquiries

allow you to find additional
information about the
record being displayed or
edited
In this example, we are

displaying account number
14613
By selecting More Actions,

we can see a list of Context
Sensitive Enquiries related
to account 14613, for
example Account List
Results on the next slide

Enquiries – Context Sensitive Enquiry
Example of Account List selected from the previous slide

Agenda
T24 Navigation

Audit Log
T24 Navigation > Audit Log and Record Status
Audit Log is an important part of any record and exhibits important

information towards the end of the record, including
Status of the record

The Current Number, which indicates the instance of this record
Who Input the record
Who Authorised the record
Date and Time of the last action performed on the record
Audit Log - Record Status
Here are 3 examples of Audit Log information. Records (apart from Live ones),
exhibit their status towards the end of the record
This record shows a status of INAU.

This means that input in this record has
been completed and is currently
awaiting for authorisation
This record was created and placed on

hold since it displays a status of IHLD
This record is in the Live File. We know

We will look at
this because the status is blank and it
the various
does not appear. Moreover, the
Record
Authoriser name is displayed as well as
Statuses on the
the date and time of the last action
next slide
performed on this record
Record Status - Different Stages of a Record
Record Description of Status

Status
(Blank) Live record i.e. currently in place and in the Live file
IHLD Record is placed on hold
INAU Record which has been input but not yet authorised
INA2 Record has been authorised by one person and is now awaiting for the
second authoriser to approve, as transaction requires 2 authorisers
INAO Record is input and awaiting for override (i.e. approval of a blocking
override is required)
RNAU Reversal of record has not been authorised
RNA2 Reversal is awaiting a second authorisation
RNAO Reversal is input and awaiting approval of blocking override
REVE Reversal of record has been authorised. This record has been moved
from Live file to History file
HNAU Restoration of reversed record has been requested and is now awaiting
for authorisation. Once the restoration is approved, record will move out
from History file and into the Live file
Record Status - Different Stages of a Record
Below is a list of different record statuses possible within each type of File
File Type Purpose Record Status
possible
Live File Holds only authorised Blank
records
Unauthorised File Holds all the INAU, INAO, INA2,

unauthorised records RNAU, RNA2,
RNAO, HNAU,
IHLD
History File Holds old copies of REVE

modified authorised CLOSED
records Blank
Delete File Holds copies of deleted INAU,IHLD,RNAU

unauthorised records
Record Status - Records in History File
Audit Log – Current Number
Besides Record Status, the

Audit Log contains the
Current Number information
The example in the next slide

shows how the current number
changes through the various
stages
Current Number - Different Stages of a Record
Do you recall this diagram of John O’Brien’s Customer record?
Let’s observe how the Current Number changes
Time Line Unauthorised Live File History File

File
Original record is input by • 1234 Green St
the User, but has not been • Curr No: 1
authorised • ID: 111544
Original record is • 1234 Green St
authorised • Curr No: 1
• ID: 111544
Change to CUSTOMER is • 456 Lake Road
input by the User • Curr No: 2
• ID: 111544
Change is authorised • 456 Lake Road • 1234 Green St
• Curr No: 2 • Curr No: 1
• ID: 111544 • ID: 111544;1
Quiz
T24 Navigation
Match the items on the left with the ones on the right
1. What type of file contains records that are A. It exhibits details of

on hold, pending to be completed? who created and
authorised towards the
2. What is the meaning of INAO status in a end of the record or
record? transaction
3. When a record is reversed, it is removed B. View the information

from which file and added to which file?
C. Awaiting Override
4. What operation can a user do when approval
opening a record in S function?
D. Unauthorised File
5. What is an Audit Log?
E. Live File, History File
Continue presentation when
ready to see answers
Quiz
T24 Navigation
Match the items on the left with the ones on the right
1. What type of file contains records that are A. It exhibits details of

on hold, pending to be completed? who created and
authorised towards the
2. What is the meaning of INAO status in a end of the record or
record? transaction
3. When a record is reversed, it is removed B. View the information

from which file and added to which file?
C. Awaiting Override
4. What operation can a user do when approval
opening a record in S function?
D. Unauthorised File
5. What is an Audit Log?
E. Live File, History File
What Did We Learn?
Conclusion T24 Navigation
How to navigate in T24
The use of various buttons in T24
How to create, access, amend and take actions on records
How to make use of the List and Search options

to ease efforts of finding records
The meaning of various audit fields

Contact Us
For training Enquiries
university@temenos.com
Thank You
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T24 Navigation

Release Date Sept, 2013

03 Types of Record Files

04 Accessing and Creating Records

05 Copying and Pasting Records

06 Listing and Searching Records

07 Audit Log and Record Status

knowledge on the basics of Navigation and the usage

Explain the types of record files used in T24

Learn how to access and create records, as well as

Understand the Copy/Paste functionality and when to

Learn how to search records effectively

Identify information in the Audit Log

03 Types of Record Files

04 Accessing and Creating Records

05 Copying and Pasting Records

06 Listing and Searching Records

07 Audit Log and Record Status

Access T24 via Browser

Browser Interfaces available in R13:

Actual URL address is

After signed in,

Alternatively, users may see T24 in a menu format after signed in

User Menu has functionality for End Users

From the Menus and

To log off T24 properly, use the Sign Off button.

Let us look at other aspects of the

Allows tasks such as

When navigating within T24, do Later in this course, you will

Internet Browser Do not click on the ‘X’ on the

Clicking on ‘X’ may potentially

03 Types of Record Files

04 Accessing and Creating Records

05 Copying and Pasting Records

06 Listing and Searching Records

07 Audit Log and Record Status

T24 works based on the ‘Maker-Checker’ rule for completing a

To facilitate this – T24 has 2 stages in a transaction

The Authoriser must be a different User from the

When transaction is input, it goes into the

After authorisation, the record moves to Live file,

If an authorised change is made to the record or

If an authorised record is delete the record is

Let’s look at a specific example

John O’Brien has become a One year later, John O’Brien

Original Customer Record Updated Customer Record

Name: John O’Brien Name: John O’Brien

How did the record move from one file to another?

Amendment is • Ben Frank • Ben Frank

03 Types of Record Files

04 Accessing and Creating Records

05 Copying and Pasting Records

06 Listing and Searching Records

07 Audit Log and Record Status

Creating and Moving

There are 3 different possibilities to create a new record depending on

Possibility 1 New Deal button is presented

The New Deal button allows

Once clicked, a new record

The record or transaction ID

Possibility 2 Screen is selected from Menu

Transaction ID is automatically generated

The two red squares indicate that the field is a

Possibility 3 Screen is selected from Menu but the ID is entered manually