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Avaloq ACP (DL)

Self-made preparation questions for the "Avaloq Certified Professional" exam

Self-made preparation questions for the "Avaloq Certified Professional" exam

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Dominik Langer
Dominik Langer

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Cartes-fiches 267
Utilisateurs 151
Langue English
Catégorie Informatique
Niveau Autres
Crée / Actualisé 29.01.2013 / 07.11.2024
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Nr. of task for message insertion?

981

Task and reporting desk: number for sources?

909

Task and Reporting Desk: number for script types?

926

What does a workflow in Avaloq symbolize in a bank?

a business process

Can orderbooks be individualised?

set up and save filter criteria in the Task & Reporting desk

How can the ABS mesage bar be displayed?

Avaloq button > View > Message bar

What are the 4 levels of the object model? To which view do they belong to (internal or external view)?

  • person level (external view)
  • BP level (internal view): customer contract
  • container level (internal view): portfolios
  • position level (internal view)

Which roles of persons (relations to BPs and other persons) in the ABS?

  • account owner (AO)
  • beneficial owner (BO): "wirtsch. Ber."
  • authority: "Bevollmächtigter"
  • legal guardian: pers-pers; "gesetzlicher Vertreter", "Vormund
  • Payee within the scope of EUSD

Definition of the term Business Partner (BP)?

  • everybody or everything that can perform an action in Avaloq
  • represents the customer contract

The two main account types in the ABS?

  • external account
  • internal account

Two important types of external accounts in the ABS?

  • external customer account
  • external nostro account

What is the purpose of containers (CONT) in the ABS?

allows clients to structure their assets into different portfolios (e.g. to have different strategies or account managers)

Are keys historicised?

no

Procedure to link BP to a person as a beneficial owner?

Tab "Beneficial Owner"

How can a relationship manager be added to a customer BP?

Tab "Responsibilities" > "has a relationship manager called"

How can objects be added in a static collection form?

via the tab "Static Collection"

Relations between an ADDR object and a Person or BP object, respectively?

  • domicile addr
  • mailing instruction

How do you usually define the currency of a money account?

MDB: through the contract of the money account (e.g. "Current Account CHF")

What are important object attributes?

  • classifications and classes
  • keys
  • additions
  • remarks
  • relations
  • collections

  • Date expression to add 7 value dates?
  • Date expressino to add 7 days and take the last-possible value date?

  • +7v
  • +7 v

  • Date expression: start of the current year?
  • Last value day before start of the current year?

  • soy
  • soy v

Date expression to add 1 semester?

+1s
  • Date expression for Last day of May 2011?
  • Date expression for last value date of May 2011?

  • L1105
  • U1105 (--> ultimo)?

Placeholder for zero or more characters?

% and *

Placeholders (wildcards) for zero or one character?

? or _

Expressions without wildcards searchers for names and keys. Expressions with keys searches for names only.

How can we search for keys using wildcards?

use a leading colon, e.g. :schf%

Date expression for end of previous week, m, year?

  • eow
  • eom
  • eoy

Date expression to:

  • subtract 2days
  • add 3 weeks
  • add 4 years

  • -2
  • +3w
  • +4y

Definitions of the two areas of customisation, i.e. parameterisation and scripting?

  • parameterisation: setting the parameters of a system, typically to set the behaviour of core engines, set base parameters or object attributes
  • scripting: enhancing or extending functionality, typically with Avaloq Script

Definition of a source?

container holding the definition of parameterisation and scripting

For what sources is the namespace prefix NOT necessary?

  • overrides and overwrites of Avaloq sources
  • sources that are linked to (table) items delivered by Avaloq. Example: order validation sources are linked to a business type.

What types of sources exist with respect to whether they contain logic or not?

declarative vs. procedural sources

What are the two main advantages of DDICs?

  • abstract access to data that represents the business view rather than the underlying implementation
  • encapsulation of the underlying kernel routine and thus a stable interface to the outside world (release independence)

How can I see whether a background process is currently running or not?

Central Services Desk > Background Processes > "Validation" column ("+" = running; "-" = not running)

Which sources can be reverse compiled?

Those with a "+" in the source type field CODE_SRC_TYPE.REV_CMPL"

How can I recognise whether a source...

  • was not accepted by Oracle?
  • contains a syntax error?

 

  • status flag is set to "corrupt"
  • status flag is set to "error"

What is a code table?

a definition table that contains predefined values in one domain

Definition of an API?

set of 1..n routines or data structures that can be used to modify the behaviour of the ABS

How can APIs be used inside Avaloq Script sources?

import native <script package name>

How are "secured" (wrapped) APIs often designated in their name?

with a hash (#)

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