Temenos Transact Core Banking Administration Training Course

Course overview

Temenos Transact administrators are expected to keep a high-volume core banking platform secure, available, controlled and ready for daily processing. That means more than creating user profiles or monitoring a batch queue: administrators must understand how company structures, security controls, parameter changes, interfaces, exception queues and close-of-business processing interact. Weak administrative practice can result in delayed settlements, unauthorised access, failed postings, incomplete audit evidence or avoidable disruption during releases. This course gives administrators a structured operating model for managing Transact safely in a live banking environment.

Across five days, participants work through the administration of Temenos Transact environments, including core architecture, company and user structures, role-based access, authorisation controls, parameter maintenance, OFS messaging, operational monitoring and close-of-business processing. They learn to interpret common operational failures, trace transactions through logs and queues, manage controlled configuration changes, and prepare evidence for audit and incident review. The course also addresses practical governance: segregation of duties, privileged access, maker-checker controls, change records and recovery planning.

Delivery combines instructor-led explanation with guided work in a Temenos Transact training environment. Participants complete administration scenarios such as provisioning a controlled user role, investigating a failed interface message, reviewing a COB exception and documenting a production change. They leave with a completed Transact Administration Runbook containing access-control procedures, monitoring checks, incident-triage steps, change-control templates and a COB readiness checklist that can be adapted for their own bank.

The course is designed for professionals who already work around Transact operations and need to administer, support or govern the platform with greater confidence and consistency.

Course objectives

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

• Configure company, user and organisational structures within a controlled Temenos Transact environment
• Administer role-based access profiles using maker-checker and segregation-of-duties principles
• Maintain Transact parameters and versions through documented change-control procedures
• Monitor OFS message processing, identify rejected requests and route operational exceptions
• Execute a close-of-business readiness review using batch status, dependency and exception checks
• Diagnose common Transact processing failures using logs, enquiry results and queue evidence
• Produce auditable access-review, incident-record and configuration-change documentation
• Build a Temenos Transact Administration Runbook for routine operations and escalation

Benefits of attending

Target competencies

Who should attend

• Temenos Transact Administrators — who manage platform access, configuration and daily operational controls
• Core Banking Application Support Analysts — who investigate incidents and restore processing when Transact exceptions occur
• Banking Operations Managers — who need reliable controls around end-of-day processing and operational handovers
• Information Security Analysts — who review privileged access, role design and segregation-of-duties evidence
• Technical Support Engineers — who support Transact environments, interfaces and production releases
• IT Audit and Risk Professionals — who assess whether core banking administration controls are evidenced and effective

Requirements and prerequisites

Participants should have six to twelve months of experience supporting, operating or administering a banking application, ideally Temenos Transact/T24. They should understand core banking concepts such as customer and account records, transaction posting, authorisation, end-of-day or close-of-business processing, user access and basic incident management. Familiarity with their organisation’s Transact menus, browser interface or support procedures is useful. No software development, Java, jBASE programming or database-administration experience is required. Participants do not need prior experience with OFS message construction, but should be comfortable reading structured transaction and error information.

Training methodology

The instructor uses a configured Temenos Transact training environment to connect platform concepts to daily administrative decisions. Short demonstrations are followed by guided tasks covering user and role setup, parameter review, enquiry-based investigation, OFS exception handling and COB monitoring. Case studies simulate realistic events such as a failed posting, excessive privilege assignment and a delayed batch dependency. Participants work in small groups to decide escalation and control actions, then individually assemble the procedures, checklists and evidence templates for their Administration Runbook.

Course outline

Day 1: Temenos Transact architecture and administrative operating model

• Temenos Transact component architecture and environment terminology
• Transact Browser navigation, application access and enquiry use
• Company structures, legal entities and multi-company processing considerations
• Core record lifecycle, input, validation, authorisation and live updates
• Application, version and parameter relationships in Transact
• Operational roles across business, application support and infrastructure teams
• Administration evidence, ownership matrices and daily control routines

Workshop: Participants map a sample bank's Transact administration responsibilities and produce a daily, weekly and monthly control calendar.

Day 2: Security administration and controlled access

• EB.USER records and Transact user-profile administration
• Role-based access design and least-privilege assignment
• Function, application and version-level access restrictions
• Maker-checker controls and authorisation delegation rules
• Segregation-of-duties conflict identification and remediation
• Privileged access administration and emergency-access governance
• Periodic access reviews and audit-evidence preparation

Workshop: Participants provision a controlled support role, identify conflicting entitlements and produce an access-review evidence pack.

Day 3: Transaction operations, OFS and close-of-business control

• Transaction processing states and authorisation exception handling
• OFS request structure, message routing and response interpretation
• OFS rejection analysis using error codes and validation evidence
• Close-of-business processing stages, dependencies and cut-off controls
• Batch monitoring, job status review and exception prioritisation
• Business-date management and operational handover requirements
• COB escalation paths, restart decisions and stakeholder communications

Workshop: Participants investigate a simulated OFS rejection and delayed COB dependency, then produce a prioritised recovery and communication plan.

Day 4: Configuration control, diagnostics and incident management

• Parameter maintenance risk assessment and approval requirements
• Version control for input routines and controlled production changes
• Transact enquiries for record, transaction and status investigation
• Log review, queue evidence and correlation of operational events
• Incident triage methods for failed postings and processing delays
• Data correction boundaries, business ownership and audit traceability
• Root-cause analysis and recurring-issue problem records

Workshop: Participants work through a failed-posting case, collect diagnostic evidence and write an incident record with root-cause hypotheses and next actions.

Day 5: Release readiness, resilience and administration runbook

• Change-request content for Transact configuration and access changes
• Pre-production validation, peer review and maker-checker testing
• Release readiness criteria and rollback decision points
• Operational resilience controls for batch, interface and access failures
• Backup, recovery and reconciliation responsibilities in core banking operations
• Audit walkthrough preparation and control-evidence presentation
• Administration runbook structure, ownership and continuous improvement

Workshop: Participants complete and present a Temenos Transact Administration Runbook with release checks, COB controls, incident triage and escalation procedures.

Tools & standards covered

Temenos Transact, Temenos Transact Browser, Open Financial Services (OFS), jBASE

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