AVQ Zusammenfassung Homepage www.cram.com Teil 1

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Über diese Lernkartei

Diese Lernkarten decken zentrale Konzepte und Funktionen der Avaloq-Bankensoftware ab, von Grundlagen wie Datenmodellen und Workflows bis zu spezifischen Anpassungsmöglichkeiten wie Reports, Forms und Schnittstellen. Sie richten sich an Entwickler, Administratoren oder Nutzer, die Avaloq parametrisieren oder erweitern möchten, und erklären etwa, wie Business-Prozesse mit Workflows gesteuert oder Benutzeroberflächen individuell angepasst werden. Auch technische Details zu Datamarts, Extensions oder Sicherheitsmechanismen werden behandelt.

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Deutsch

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Informatik

Stufe

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Erstellt / Aktualisiert

27.03.2015 / 23.06.2026

Ähnliche Karteien

The Stock Exchange workflow process is a complex one! True or false?

True.

What does a workflow in Avaloq symbolize in a bank?

It is the representation of business processes.

Orderbooks may be individualized! True or false?

True.

When choosing the tab Orderbook, nothing appears! True or false?

True (if you have not used it before).

Is it possible to individualise the Navigator?

No.

Is it possible to call other reports (than the ones in the tabs) starting from the CRM Desk application?

Yes, it is.

Where in Avaloq are reports used?

The Task application allows subscribing to Report templates or Orderbook templates, which will then be available in the respective tabs under queries. Reports are everywhere in Avaloq, e.g. in the applications and tabs (Lookup, CRM Desk, Portfolio, Naviga

Is it possible to use LDAP (authentication)?

Yes (confer (cf.) Docu ID 112, 1075).

Is the use of interfaces and adapters for third–party systems optional?

Yes, it is optional.

What are the differences between standard, certified and project adapters?

You will find the answers in Technical Requirements, Docu ID 1079, chapter 3., Standard A: by Avaloq, ertified A: by certified Partner, roject A: by customer or third–party system provider)

How are business processes modelled and controlled in Avaloq?

With workflows: the bank defines the workflow processes in Avaloq.

Is it possible to parameterise (or set parameters for) Shortcuts?

Yes, in the application 'Settings'.

Is it possible to parameterise (or set parameters for) the View of customer data?

Yes, with reports.

Is it possible to parameterise (or set parameters for) Applications?

Only the desks.

Is it possible to parameterise (or set parameters for) the Business Partner entry mask?

Yes.

Is it possible to parameterise a new classification for specific evaluation in reports, e.g. evaluation of all German clients that pay taxes in Switzerland?

Yes.

Is it possible to parameterise a new sub–window?

Yes, with Structured Extensions and Forms.

What does MESI stand for?

Multiple Entity Single Instance (Model LLB)

What is the difference between MESI and SESI?

Multiple Entity Single Instance: Several business units us a single database instance to store theirs data.Multiple Entity Multiple Instances: Several business units use several database instances to store their data.

What is a Relationship?

A relationship links two objects with each other. There are mandatory and optional relationships.

How many languages does Avaloq support?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

What is a collection

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

Definition: A Collection is a set of objects, , hich are either selected through a query or directly specified by the user. , he object Collection in Avaloq allows saving the results of a user–defined selection of objects, rouped and sorted (possible on

Can collections contain different types of objects?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

How can a collection be created (GUI)?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

Lookup –> search for relative objects –> select the objects in question –> either right click, Collection, save as static or button 'sava as dynamic collecion' bottom left.

What are the two different types of Collections?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

static and dynamic

In the business model, what can assets be linked to?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

Positions and Macc

How can a new client with a current account be entered in the system?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

Open a new BP, open a new Container, open a new Macc or use the Privat Client mask, where the three objects are opened in the background.

Where can Background processes be stopped (GUI)?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

Central Services

How can a date be entered dynamically?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

% infront of the expression

Can orderbooks be protected?

Tastatur-Befehle:

= drehen,

= vor-/rückwärts,

= scrollen

yes

Where can current orders be seen (GUI)?

Orderbook

What two different types of order views are ther?

stuctured and unstructured

Where can you find reports?

Reporst are everywhere (Orderbook, Lookup, Portfolio)

Was ist ein Adapter?

Eine Schnittstelle mit der Avaloq mit Umsystemen verbunden werden kann.

Welche Arten von Adaptern / Schnittstellen gib es?

Standard–, zertifizierte und Projektschnittstelle

Erkläre den Unterschied zwischen einer Standard und einer zertifizierten Schnittstelle

Bei der Standartschnittstelle trägt Avaloq sorge um di Kompatibilität zwischen Releases. Bei zertifizierten Schnittstellen liegt die Verantwortung beim Dritthersteller.

Nenne mind. 3 Objekte in Avaloq

Business Partner, Containter, Position, Asset, Money Account, Adress

Wie löse ich in Avaloq eine Aktion aus?

Bei Objekten über einen static Workflow. Bei Transaktionen über einen transactional Workflow.

Was bedeutet SESI, MEMI und MESI

SESI: Single Entity Single Instanz, EMI: Multi Entity Multi Instanzen, ESI: Multi Entity Single Instanz

Wie sieht das Object Modell aus

BP – (ADDR) – CONT – POS – ASSET

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Lernkarten

Is it possible to parameterise (or set parameters for) Shortcuts?

Yes, in the application 'Settings'.

Is it possible to parameterise (or set parameters for) the View of customer data?

Yes, with reports.

Is it possible to parameterise (or set parameters for) Applications?

Only the desks.

Is it possible to parameterise (or set parameters for) the Business Partner entry mask?

Yes.

Is it possible to parameterise a new classification for specific evaluation in reports, e.g. evaluation of all German clients that pay taxes in Switzerland?

Yes.

Is it possible to parameterise a new sub–window?

Yes, with Structured Extensions and Forms.

What does MESI stand for?

Multiple Entity Single Instance (Model LLB)

What is the difference between MESI and SESI?

What is a Relationship?

A relationship links two objects with each other. There are mandatory and optional relationships.

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AVQ Zusammenfassung Homepage www.cram.com Teil 1

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