Document Management

Once the DM Module is installed in a Company, its processing could be invoked from any T24
application of user’s choice.

For each application for which DM processing should be invoked, users could specify in
DM.APPLICATION.INFO, for which Customer Types (File names in the application which accept only
Customer IDs) documents need to be tracked. For example, when an FT record is input, documents
might be tracked only for DEBIT.CUSTOMER or for CREDIT.CUSTOMER or for both.

Figure 1 - Specification of Customer Types for FT Application

If a Customer Type for which documents need to be tracked is a multi-valued field, then documents
would be tracked for each Customer ID specified as a value of the field. For example in case of a
SEC.TRADE input, documents would be tracked for each Customer of the trade, if CUSTOMER.NO,
which is a multi-valued field, were specified as a Customer Type.

Document Status
To track documents, T24 uses Status codes associated with them. Users could specify the Status
codes in the application DOCUMENT.STATUS. A Status could be defined only as a Valid or Invalid
Status. T24 uses three pre-defined Status codes of 1 (“Received”), 2 (“Not Received”) and 3
(“Expired”), while creating document records or updating status of expired documents. The
DOCUMENT.STATUS records for these codes are supplied during product installation.

Figure 2 – User defined status of 5

TEMENOS T24 User Guide Page 7 of 55