Enquiries in T24 – An Introduction

TEMENOS EDUCATION CENTRE

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Conventions Used

 Applications in T24 are represented in BOLD UPPERCASE letters

 The fields in the applications are mentioned in UPPERCASE letters

 This learning unit is workshop based

Slide 2
Objectives

At the end of this learning unit , you will be able to

 Explain what is an Enquiry in T24

 Create Simple Enquiries in T24
 Execute Enquiries in T24
 Create Enquiries with Fixed Selection Criteria
 Create Enquiries with Runtime Selection Criteria
 Sort the output of an Enquiry and analyse the output

Slide 3
What is an Enquiry ?

 Applications in T24 are used to input and store data.

 Data can be viewed by using the SEE (S) function or the LIST (L)
function or the LONG LIST (L L) function.

 To generate user defined reports – ENQUIRY Application

 An enquiry is a query that is executed to fetch data from the database

and display the results in a user defined format

 In technical terms an enquiry is a ‘SELECT’ executed in order to fetch

data from T24.

Slide 4
Output of Default LIST function

Slide 5
Task 1

 Create a enquiry based on the CUSTOMER application in T24 which

lists the following fields - @ID , Mnemonic, Sector, Nationality and
Residence

Slide 6
Create the Enquiry

More Actions
ENQUIRY TRG. ENQ.CUSTOMER. DE" (KNOWLEDGE GROUP - BNK)

Page Size 4,20

File Name b CUSTOMER
Field Name. 1
Operation.1.1
Column. 1
Length task.1 10R
Single /\/\ utti. 1
Create the Enquiry

More Actions
ENQUIRY T R G ENQ CUSTOMER DE" IKNOWLEDGE GROUP - BNK)

Page Size 4,20

File Name P CUSTO/\/\ER
Field Nar»e.1
Operation. 1. 1
Column, 1
Length task.1 10R
Single /\/\ utti. 1
Field Name.2 /\/\NE/\/\ONIC
Operation, 2, 1 /\/\NE/\/\ 0NIC
Column.2
Length task.2 10L
Single /\/\ utti.2
Field Name.3 SECTOR
Operation.3.1 SECTOR
Column.3
Length Mask, 3 4R
 (KNOWLEDGE GROUP - BNK)

Single Multi. 3
Field Name.4 NATIONALITY
Operation.4.1 NATIONALITY
Column.4
Length task.4 2L
Single Multi.4
Field Name. 5 RESIDENCE
Operation. 5.1 RESIDENCE
Cotun›n. 5
Length task. 5 2L
Single Multi.5
Output

Dynamic Selection
Criteria Box
3

Slide 10
Workshop 1 – Captivate Demo

 Create a report based on the LD.LOANS.AND.DEPOSITS application

in T24 which lists the following fields

 @ID ( Loan ID), CURRENCY, AMOUNT, MATURITY.DATE and

INTEREST.RATE

Slide 11
Task 2 – Dynamic selection criteria

 Create an Enquiry based on the CUSTOMER application in T24 which

lists the following fields - @ID (Customer ID), MNEMONIC, SECTOR,
and NATIONALITY.

 Execute the Enquiry to generate the report of customers who belong to

SECTOR 1001.

Slide 12
Create the Enquiry

(KNOWLEDGE GROUP - BNK)

Page Size 4,20

File Name b CUSTOMER
Field Name.1 ‹élD
Operation.1 .1
Column.1
Length lv\ask. 1 10R
Single lv\utti. 1
Field Name. 2 MNEMONIC
Operation. 2.1 MNEMONIC
Column. 2
Length lv\ask. 2 1OL
Single N\ulti. 2
Field Name. 3 SECTOR
Operation. 3.1 SECTOR
Column. 3
Length lv\ask. 3 4R
Single lv\ulti. 3
Field Name.4 NATIONALITY
Operation.4.1 NATIONALITY
Column.4
Length lv\ask.4 2L
Single lv\utti.4
TRG. ENQ. CUST. DETAILS

SECTOR equals 1001

6›lD e0uals

elD MNEMONI SECT NATIONALIT

1001
C OR Y
28 COOPERUS 1001 GB
B
1001 3± ROOERTP 1001 U?›
1001 35 0BLJSG1 1001 GB
1001 36 TODOG 1001 U?›
100140 COOPERAE 1001 GB
U1
1001xt D9LJ1 J 001 U?›
Task 3 – Headers in Enquiry Output

 Create a report based on the CUSTOMER application in T24 which lists the
following fields - @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and
RESIDENCE.

 The enquiry report will have two headers - ‘Temenos Training’ and ‘Customer
Details’

Slide 15
Create The Enquiry

More Actions
ENQUIRY TRG.ENQ.CUSTOMER.DE" \KNOWLED6E 6ROUp - BNK)

Page Size 4,20

File Name 0 CUSTOMER
Field Name. 1 Header1
Operation.1. 1 "Temenos Training
Column.1
Section. 1 HE4EER
Field Name.2 Header2
Operation.2. 1 "Customer Details"
Column.2
Section.2 HE4EER
Field Name.3
Operation.3. 1
Column.3
Length /Y\ask.3 10R
GB Field Lbt.3 Customer Code
Single /\J\ulti.3
Field Name.4 MNEMONIC
Operation.4.1 MNEMONIC
Column.4
Create The Enquiry

More Actions

ENQUIRY TRG ENQ CUSTOMER DE" /KNOWLEDGE GROUP - BNK)

Page Size 4,20

File Name 0 CUSTOMER
Field Name. 1 Header1
Operation. 1. 1 "Temenos Training"
Column. 1
Section.1 HE4E£R
Field Name.2 Header2
Operation.2. 1 "Customer DetaiL"
Column.2
Section.2 HE4EER
Field Name.3
Operation.3. 1
Column.3
Length /Y\ask. 3 10R
GB Field Lbl.3 Customer Code
Single /Y\ ulti.3
Field Name.4 MNEMONIC
Operation.4. 1 /\/\NE/\/\ONIC
Column.4
Create the Enquiry

 The HEADER field was used in earlier releases to display header text

Slide 18
 Tei» enos Training
C”ustoi» er Details

Customer Code \›tNEMONlC SECTOR NATIONALITY RESIDENCE

10024 FACE$UITY 3504 US US
10025 F/›/\CE$UITY1 3504 US US
10026 /Y\LBROK 3501 US US
10027 EELTABROK 3501 US US
10028 EEUTBROK 3501 US US
100112 ABNA/›/\ RO 1501 NL NL
100113 TE›YI/ATERH 1501 GB GB
100114 NO/›/\UR4 3501 US US
100115 JP/II\ ORGANC 3501 US US
100116 /Y\ELLONFIN 3501 US US
100117 RBCEEXI4 3501 C4 C4
100118 INTELCLRK2 2001 US US
100119 INTEL 2001 US US
100120 INTEL//\4N2 2001 US US
100121 INTEL/\/\4N1 2001 US US
100122 INTEL4M2 2001 US US
100123 INTELCLRK1 2001 US US
100124 EELLEU1 2001 US US
100125 DIRECT0R1 9001 US US
100126 EELLSG3 2001 US US

1? !?
5
Workshop 2 – Captivate Demo

 Amend workshop 1 to include the following heading

Temenos Training
Default Loan List

 The column heading for the loan account number field needs to be
‘Loan Id’

Slide 20
Task 4 – Fixed and Dynamic Selection Criteria

 Create a report based on the CUSTOMER application in T24 which lists

the following fields
 @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
 Only customers with nationality US need to be displayed
 Value for SECTOR need to be obtained from the user at run time. Make
this input mandatory

Slide 21
Create The Enquiry

(KNOWLEDGE GROUP - BNK)

Page Size 4,20

File Nan1e b CUSTOMER
Fixed ?› NATIONALITY EQ
ele«tion.1 US
Selection Ftd5 .1 SECTOR
GR ?› et Label.1 Customer Sector
?.et Ftd Oper.1
Required ?› el.1 Header1
Field Nan1e .1
 (KNOWLEDGE GROUP - BNK)

Page ±›ize b 4,20

File Nai11e CUSTOMER
Fixed Selection.1 NATIONALITY EQ
US
?›eléCtion Flds.1 SECTOR
GR ±› el Label.1 Customer Sector
?›el Fld 0per .1
Required ±› el.1
Field Nai11e .1 Header1
Output

1
Denotes mandatory selection field
Only SECTOR field present, others removed

Fixed Selection always executed first followed by Dynamic Selection 2

Slide 24
Workshop 3 – Captivate Demo

 Amend the enquiry created to list only those loan accounts that have an
amount greater than 10000.
 Currency should be obtained from the user at run time

Slide 25
Task 5 – Multiple Selection Criteria

 Create a report based on the CUSTOMER application in T24 which lists the
following fields
 @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
 Complex Condition to be used
 SELECT CUSTOMER WHERE (RESIDENCE = Value OR NATIONALITY =
Value) AND (SECTOR = 1000 OR 1001)

Slide 26
Create The Enquiry

(KNOWLEDGE GROUP - BNK)

4, 20
File Name CUSTO//\ER
Fixed Selection. 1 SECTOR EQ 1000 1001
Open bracket.1 YES
Selection FIds.1 RESIDENCE
GR Set Label. 1 CU5tomer Re5›dence
Set Ftd Oper. 1
Required Set.1
Ref Next Field. 1 OR
Selection FIds. 2 NATIONALITY
GR Set Label. 2 CU5tomer Nationality
Set Ftd Oper. 2
Required Set.2
Close bracket. 2 YES
Field Name. 1 Headers
Operation. 1.1 "Temenos Training
 TE/.\EN0S TRAINING
CUST0/.\ER DETAILS
TRG. ENQ. CUSTOMER. DETAILS Transaction Ref Mnemonic Sector Nationality Residence
1 001 00 CRISP J 001 US US
Residence equals us 1 001 01 BETTY 1 001 US GB
1 001 02 DARELL 1 001 US GB
Nationality equals us
1 001 22 KERRYM 1 001 US US

GB001 0001 : TRG. ENQ. CUSTOMER. DETAILS 1 001 34 IVANOV 1 001 US US

1 001 54 WALT J OO J US GB
1 1 001 56 DAVIDS 1 001 US US
1 001 64 DAVE 1 001 US US
1 001 66 DSMITH 1 001 US US
1 001 71 SHEENC J OO J US US
1 001 75 ANGELF 1 001 US JP
1 001 78 ANDY J 001 US US
1 001 83 TRACY 1 001 US US
1 00200 PHILIP 1 001 US US
1 00224 DBL 1 001 US US
J 00256 DELTA J 001 US US
1 00263 WALTONSR 1 001 US US
00265 AMVIRT 1001 US US
1 NAU 1001 FR US
Workshop 4 – Captivate Demo

 Amend the enquiry to ensure data that meets the following condition
alone is retrieved from the database.

 Either currency has to be supplied or interest rate has to be supplied

and

 Amount must be greater than 10000.

Slide 29
Task 6 – Sort the Records

 Create an Enquiry for the LD.LOANS.AND.DEPOSITS application with the fields -

@ID, CURRENCY, AMOUNT and MATURITY DATE.

 Sort the records in the descending order of the value in the AMOUNT field.

Slide 30
Create The Enquiry

EtJQLERY - Windows Internet Explorer

Page Size +,20

File Name b' LD.LOAHS.AUD. DEPOSITS
Fixed Selection.1 AMOUNT NE "
F i:xed SOFt.1 AMOUNT DSND
Field Name.1 tZflo
Operation.1.1 ‹Rio
Column.1 1
Length Mask.1 25R
Single Multi.1 S
Field Name. 2 CURRENCY
Operation. 2.1 CURRENCY
Column.2 +
Length Mask. 2 10R
GB Field LbL 2 CURRENCY
Single Multi.2 S
Field Name. 3 AMOUNT
Operation. 3.1 AMOUNT
Column. 3 5
Length Mask.3 1SR
Single Multi. 3 M
Create The Enquiry

Single Multi.1 s
Field Name.2 CURRENCY
Operation. 2.1 CURRENCY
Column. 2 4
Length Mask.2 10R
GB Field LbL 2 CURRENCY
Single Multi.2 s
Field Name.3 AMOUNT
Operation. 3.1 AMOUNT
Column. 3 5
Length Mask.3 1SR
Single Multi.3
Field Name.4 MATURITY.DATE
Operation.4.1 FIN.MAT.DATE
Column.4 s
Length Mask.4 11R
TYPE.4
GB Field LbL 4 MATURITY DATE
Single Multi.4 S
Page Fields 4 1234
Multi Fields 13
Results 1 - 20 º² ³º³ @ SZ@•O
Transaction Ccy Arrx›unt Maturity
Ref Oate
US 85000000.00
LD113624687 D 28 DEC
9 2012
LD113626943 US 5000000.00 28 DEC
2 D 2012
LD11362959 US 5000000.00 28 DEC
83 D 2012
LD113623290 US 4600000.00 28 DEC
0 D 2012
LD11362667 usD 4000000.00 28 DEC
3s 2012
LD113626001 US 2500000.00 28 DEC
7 D 2012
LD113649811 GB 2000000.00 28 APR
5 P 2012
LD113624507 US 1200000.00 28 JUN
0 D 2012
LD11362764 US 1003426.62 28 JAtl
55 D 2012
LD113620154 US 1000000.00 28 JAfl
1 D 2013
LD1136xos us 1000000.00 28 DEC
93 D 2012
LD11 GB 1000000.00 28 DEC
36226309 P 2012
LD113623607 GB 1000000.00 28 DEC
0 P 2012
LD113624600 US 1000000.00 28 DEC
12
7 D 2012
LD11362519 GB 1000000.00 28 DEC
50 P 2014
LD11 GB 1000000.00 28 DEC
Default Application Enquiries In T24

 T24 provides default application Enquiries . The naming convention for

these Enquiries are %Application name.
 %ACCOUNT,%CUSTOMER etc

 When you execute the LIST (L) function on the command line ,
internally the T24 system invokes the built-in Enquiry of T24.

 However you can also modify these built-in Enquiries .

Slide 34
Setting Favourites for Enquiries

 The application EB.SELECTION.FAVOURITES in T24 allows users to

save selection criteria in enquiries as favourites.

 Favourites can be classified as User Specific and System Wide

Favourites

 Attribute NO.ENQUIRY.FAVOURITES is set to disable favourites.

Slide 35
User Specific Favourites

(KNOWLEOGE GROUP - BNK)

Name.1 CATEG 1001 USD

Field Name.1 . 1 CATEGORY
Operand. 1 .1
1 001

Field Name.1 . 2 CURRENCY

Operand. 1 .2
USD
Name. 2 CATEG 5001 GBP
Field Name. 2. 1 CATEGORY
Operand. 2.1
5001

Field Name. 2. 2 CURRENCY

Operand. 2. 2

Curr No
lnputter. 1 7_ANTO OFS_BROWSERTC
Date Tin›e. 1 09 FEB 10 18 : 07
Favouritº ³ more options
Account Balance Summary FOR
clear selection
CATEG 1 001 USD

CATEG 5001 GBP o Account.NO equals

GB0010001 : ACCT.BAL.TODAY
Favourites CUSTOMER. SECURITY Default List

equals
CUSTOMER.CODE equals
CUST0MER.MHEM0N C equals
CUST0k\ER.TYPE equals ‚ DEPOSITORIES
STATE/\ENT.FREQ equals
INTERNAL.FREQ equals
EXTERNAL.REPS equals

Script Prompt: 0K
Add this selection to youi favourites as:
Cancel

Depositoiies
@lD equals

CUSTOMER.CODE equals ‚
CUSTOk\ER.MNEk\ONIC equals •'
CUSTOMER.TYPE equals DEPOSITORIES
STATE/\ENT.FREQ equals •'
INTERNAL.FREQ equals
EXTERNAL.REPS equals '•'

GB001 0001 : ° CUSTOMER. SECURITY

System wide Favourites

(KNOWLEDGE GROUP

Name. 1 OELL ACCOUNT BALANCE

Field Name.1 . 1 ACCOUNT. NU/\\BER
Operand. 1. 1
14613
Curr No
lnputter.1 6_ANTO
Date Tu›n . 1 OFS_BROWSERT
C
Authoriser
09 FEB 10 18:19
Co Code
9 INPUTTER
Dept Code
GB-001 -0001
Favourites more options
Account Balance Summary FOR
clear selec tion
CATEG 1001 USD
Account.NO equals +
CATEG 5001 GBP
CUStO º equals 14613
DELL ACCOUNT BALANCE
P£odUCt equals +

equals +
Currency
LifTtit RB' equals +
Online Actual Ba! equals +
NO.SDRT.OPTION equals +

GB0010001 : ACCT.BAL.TODAY
Quiz

 ENQUIRY is a function in T24 which is used to fetch data from the

database – True / False

 ENQUIRY.SELECT is the application which is used to execute the

enquiries - True / False

 Fixed selections in the enquiry are grouped using the OR operand - True /
False

 When you execute the LIST (L) function ,internally the T24 system invokes
the built-in Enquiry of T24 - True / False

 You cannot modify the built-in enquiries in T24 - True / False

Slide 42
Summary

 Enquiry is a query you ask T24 about the data it has stored

 Enquiries are created using ENQUIRY Application in T24

 ENQ is an abbreviation created for ENQUIRY.SELECT

 Ensure that you specify COLUMN values for all the fields in your
enquiry

Slide 43
Introduction to Enquiry - A review

You will now be able to,

 Explain what is an Enquiry in T24

 Create Simple Enquiries in T24
 Execute Enquiries in T24
 Create Enquiries with Fixed Selection Criteria
 Create Enquiries with Runtime Selection Criteria
 Sort the output of an Enquiry and analyse the output

Slide 44
More on Enquiries…

 Enquiries can display data in various formats like

 Pie charts
 Bar charts
 Reports that allow data to be edited not just viewed
 Reports with images
 Reports with sub totals, grand totals etc..

 Enquiries enables user defined subroutines to be attached in order to

manipulate selection criteria and field values before they are displayed

Slide 45
Thank You

TEMENOS EDUCATION CENTRE

Warning: This document, is protected by copyright law and international treaties. No part of this document
may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized
reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal
penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this
document is subject to change without notice