Finastra Fusion Global PAYplus Payments Configuration Training Course

Course overview

Payment operations and technology teams must configure payment flows that are reliable, traceable, compliant and adaptable to changing clearing schemes and message standards. In Finastra Fusion Global PAYplus, small configuration errors in routing, message transformation, cut-off handling, exception processing or entitlement rules can delay high-value payments, create repair queues and increase operational risk. This course addresses the practical work of translating payment-product requirements into controlled Global PAYplus configuration and test evidence.

Participants work through the core configuration areas used to support domestic, cross-border and high-value payments. They configure payment products, party and account data usage, routing rules, workflow stages, validation controls, cut-off calendars, exception queues and message mappings. The course examines ISO 20022 payment messages, SWIFT connectivity considerations, inbound and outbound transformations, investigation handling and operational monitoring. Participants learn to diagnose failed or repaired payments by tracing transaction status, validation results, routing decisions and interface messages.

Delivery combines instructor-led configuration demonstrations with guided exercises in a Global PAYplus training environment. Teams use realistic payment scenarios to build a controlled payment flow, test positive and negative cases, analyse exception outcomes and document configuration decisions. Each participant leaves with a payment-flow configuration pack containing a routing design, validation and workflow rules, test cases, exception-handling procedures and an implementation checklist that can be adapted for workplace use.

The course is designed for experienced payments professionals, business analysts, application support staff and technical teams involved in implementing, maintaining or enhancing Finastra Fusion Global PAYplus. It is particularly valuable where an organisation is migrating payment formats, introducing new payment products, improving straight-through processing or reducing manual repair activity.

Course objectives

By the end of this course, participants will be able to:

• Configure Global PAYplus payment products, transaction attributes and processing parameters for defined payment services
• Design routing rules that direct payments by currency, scheme, amount, customer segment and processing priority
• Build validation rules and repair workflows that separate straight-through processing from manual intervention
• Map ISO 20022 payment data to internal payment fields and outbound message formats
• Configure cut-off calendars, value-date controls and settlement-related processing rules
• Trace payment status changes, audit events and exception queues to diagnose failed transactions
• Create positive, negative and boundary test cases for configured payment flows
• Produce a documented Global PAYplus configuration and test pack for controlled deployment

Benefits of attending

Target competencies

Who should attend

• Payments Application Analysts — who configure and support Fusion Global PAYplus payment services
• Payment Operations Managers — who need to reduce repair volumes, missed cut-offs and unresolved exceptions
• Business Analysts — who translate payment-product requirements into implementable system rules
• Global PAYplus Support Specialists — who investigate processing failures and maintain production configuration
• Payments Solution Architects — who design integrations, routing models and target payment-processing architecture
• Implementation Project Managers — who need to govern configuration, testing and deployment activities for payment change

Requirements and prerequisites

Participants should have practical experience of bank payment operations, payment-system implementation or application support. They should understand the basic lifecycle of a payment, including initiation, validation, routing, repair, settlement and reconciliation, and should be able to read structured payment data such as ISO 20022 XML at a functional level. Familiarity with SWIFT payment messaging and common payment types is useful. Prior hands-on experience with Fusion Global PAYplus is beneficial but not essential. The course does not require software development, database administration or advanced XML coding skills; configuration work is performed in the supplied training environment.

Training methodology

The instructor uses a Fusion Global PAYplus training environment to demonstrate configuration decisions before participants apply them in guided labs. Short technical briefings explain payment-processing concepts, ISO 20022 data usage and control points; workshops then require participants to configure routing, validations, workflows and exception treatment. Case studies introduce realistic failed-payment and cut-off scenarios, with teams reviewing transaction evidence and proposing corrective configuration. The final day includes an application-planning workshop in which participants turn their configuration pack into actions for a live implementation, enhancement or support context.

Course outline

Day 1: Global PAYplus architecture and payment-flow foundations

• Fusion Global PAYplus processing architecture and major functional components
• Payment lifecycle from inbound receipt to outbound delivery and status update
• Payment products, transaction types and processing-service definitions
• Core payment data elements for parties, accounts, currencies and charges
• ISO 20022 payment-message structures and key data fields
• User roles, entitlements and segregation-of-duties considerations
• Configuration governance, version control and promotion between environments

Workshop: Participants map a selected payment product into an end-to-end Global PAYplus processing flow and produce a configuration scope statement.

Day 2: Payment-product setup, validation and routing

• Payment-product parameters and transaction attribute configuration
• Mandatory-field, format and business-rule validation design
• Beneficiary, debtor and account validation controls
• Currency, amount, priority and channel-based routing criteria
• Straight-through processing rules and manual repair triggers
• Duplicate detection and transaction-control considerations
• Routing decision testing with valid and invalid payment scenarios

Workshop: Participants configure and test routing and validation rules for domestic and cross-border payment scenarios, producing a decision table and test results.

Day 3: Message transformation, connectivity and workflow control

• Inbound message parsing and internal payment-data enrichment
• ISO 20022 mapping between pain, pacs and payment-processing data
• Outbound message generation and format transformation principles
• SWIFT connectivity considerations for payment and status messaging
• Workflow stages, work queues and maker-checker processing
• Cut-off calendars, value dates and processing-priority controls
• Acknowledgement, rejection and payment-status message handling

Workshop: Participants configure a workflow and message-handling path for an ISO 20022 credit transfer, producing a mapping and workflow design sheet.

Day 4: Exceptions, investigations and operational support

• Exception categories, repair queues and assignment rules
• Transaction status tracking and payment audit trails
• Failed validation, rejected message and routing-error investigation methods
• Payment repair actions and controlled reprocessing procedures
• Sanctions and compliance-screening integration touchpoints
• Operational dashboards, alerts and service-level monitoring
• Root-cause analysis of recurring repair and rejection patterns

Workshop: Participants investigate a set of failed payments in a simulated operations queue and produce a root-cause log with corrective configuration actions.

Day 5: Testing, deployment readiness and configuration assurance

• Configuration test strategy for payment products and routing changes
• Positive, negative, boundary and regression test-case design
• Test data preparation for ISO 20022 payment scenarios
• End-to-end testing across inbound, processing, exception and outbound stages
• Configuration evidence, approval records and audit-ready documentation
• Deployment planning, rollback controls and post-release verification
• Performance indicators for straight-through processing and repair reduction

Workshop: Participants complete a capstone payment-flow configuration pack containing rules, test evidence, deployment controls and an operational handover checklist.

Tools & standards covered

Finastra Fusion Global PAYplus, ISO 20022, SWIFTNet, IBM MQ

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions