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TLM Practical Training Road Map

This document provides a training roadmap for TLM 2.7 over 4 weeks. It outlines the daily topics to be covered each week, including product introduction, user administration, business data loading, dashboards, matching, and workflow tools. Candidates must complete weekly assessments scoring at least 80% to pass the course. Pre-requisites include an investment banking overview and documents. Daily topics include reconciliation overview, TLM architecture, design studio, smart studio, schemas, knowledge bases, and exercises in various modules.

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Puthpura Puth
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646 views115 pages

TLM Practical Training Road Map

This document provides a training roadmap for TLM 2.7 over 4 weeks. It outlines the daily topics to be covered each week, including product introduction, user administration, business data loading, dashboards, matching, and workflow tools. Candidates must complete weekly assessments scoring at least 80% to pass the course. Pre-requisites include an investment banking overview and documents. Daily topics include reconciliation overview, TLM architecture, design studio, smart studio, schemas, knowledge bases, and exercises in various modules.

Uploaded by

Puthpura Puth
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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TLM 2.

7 Training Road Map

Module 1 – Product Introduction & Business Basics


Module 2 – User Administration
Module 3 - Business Data & Loading Data
Module 4 - Managing Dashboards
Module 5 - Matching
Module 6 – Workflow Tools & Events
Module 7 - Exercises

Pre-requisites:
Selected candidates to study the following material provided to them
1. Overview of Investment Banking
2. Investment Banking Documents Zip file

Accreditation
Weekly accreditation on the topics covered. Candidates must get at least 80% to pass the course in
each weekly assessment.
TLM 2.7 Training Road Map
Week / Day Topic
Day1
Reconciliation Overview
Types of Reconciliations
Why do a bank need reconciliation
Understanding of Ledger and Stmt
Understanding of Source System/Upsteam
Understanding of SWIFT msgs

Day2
What is TLM
Why TLM
What is ETL
Quick over view of Unix and Oracle
Understanding of TLM Architecture

Definition of TLM Components like


KB
Smart Schema
Design Studio
Recon Admin
Smart Studio
CT
Security Admin

Day3
Working of Design Studio

Day4 and 5
Design Studio Practise
Weeks 2
Day1-5
Working of Recon Admin

Recon Admin Exercises

Week3
Day1-5
Working with Smart Studio

Smart Studio Exercises

Week4

1.Understanding of Smart Schema

2.Understanding of KB

3.Understanding of stlfecth and load_trig

4.Understanding of TLM Engines


5.Undestanding of AAS

6.Understaing of CT

7.Understanding of Security Admin

8.Exercises

End of Course Material


Details

1.User Setup
2.Difference between Webconnect only and Other user
3.Active and Inactive users
4.How ot unlock/lock users
5.Different types of users
6.Authority ID and its significance
7.Access and Limits
8.Message Maintanace
9.User Roles
10.Change password
11.Each and every field of User and its setup

Create different types of usres


Create different type of roles
1.Business Data

2.User
3.Business Processing

4.Events

5.Event List
6.Rules

7.Filters
8.Groups
9.Currency
10.Workfolders
11.Data Enrichment

12.Tools

13.Queue
1.Understanding of different types of dashboards/views

2.Linking of different dashboards

3.Undestading of Search prompt for dashboard


4.Understaing of different types of rules

5.Editable Attribute

1.Create universe
2.Add/Remove attribute from universe
3.Add/Remove Decode
4.Linking of attribute to currency
5.Export/Import of schema

1.How to generate kb from schema


2.Addition or deletion of attributes from kb
3.Significance of Master KB

1.stlfetch_ORACLE_SID.cfg
2.load_trig table
3. Create a Data file to load into TLM (cash or stock)
4. Understand mandatory attributes in data file to load into TLM

1.stlfetch
2.GEMS
3.WORKFLOW
4.Currency
5.Asset
6.Schedule
7.Transmit
8.ADVARC
Create Archival Passes
How to execute Archival Pass

1.Import
2.Export

1.Schema development
2.KB
3.stlfect entry
4.Load_trig entry
5.Static Setup
6.Pass/Passlist/Initiation
7.Proposal Triggering
8.Creation of Dashboard
9.Creation of Role
10.Creation of Menu
11.Attach Dashboard to Menu
12.Assign Role to dashboard
13.Create BLT
14.Reference Masking
15.Use Crate Data event
Sub Category
1.Category
2.Set
3.Message Feed
2.Message Routing

Pass
Pass List
Initiation

Edit
Add to Queue
Remove from Queue
Population
Initiation
Create Data
Create case
Resolve Case
Warn
Stop/Abort
Reporting

Scope
Population
Pass Quality
Workflow

Reference Masking
Source Masking
Product Maksing
Broker/Counterparty Masking

BLT
Workflow Tools
Grid
Form
Chart
Tab

Parent Child mapping


Parameter passing to other dashboard
Child Dashboard

Search
Access Control
Access Restriction
Population

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