Fidelity National Information Services
Enterprise Banking Solutions
2008 Application Training Courses for Clients
Last Update: February 1, 2008

Architecture Systems CBT (GN) (PD7150)

Description
Architecture Systems CBT (GN) (PD7150) introduces the concepts, facilities, and run flow of the Architecture Systems (GN).

Audience
Programming personnel who must become familiar with the facilities and processing flow of Fidelity’s Architecture Systems (GN).

Duration
Depending on the participant’s background and experience, the total time required to complete the course may range from 3 to 5 hours.

Format
Computer-based training (CBT), delivered on CD-ROM or via the internet

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later - with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - DSL, Cable, or T1 (high speed access is required)
• E-mail

Recommended Knowledge and Skills

• An understanding of Fidelity’s daily processing cycle - including batch and online processing.
  Learning Solution: Deposit Systems Architecture
• An understanding of how a transaction is developed and used within an application.
  Learning Solution: Deposit Systems Architecture

Course Topics

• Introduction to GN
• Online Components
• Control Records
• Data Dictionary
• PARMS
• Programming Interfaces: API, RPI, SASERVE,
• Edit
• Standard Subroutines
• Installation Utility
• Change Control
• Native Processing Flow

Course Objectives
Upon successful completion of this course, participants should be able to:

• Identify the meaning of the term "Architecture."
• Describe the objectives of an Architecture.
• Identify the three main facilities supported by Architecture Systems.
• Recognize the evolutionary process that occurred with Fidelity’s Online Systems.
• Identify and describe the facilities that make up Architecture Systems.
• Recognize the various control records that are available within Architecture Systems.
• Identify and describe the features within the Data Dictionary.
• Identify how PARMS handles processing parameters within the various organization levels.
• Recognize the various programming interfaces that are available and how they work together.
• Identify the benefits of Installation Utility.
• Recognize the purpose and function of Change Control.
• Recognize the various parts of a Native transaction.
• Identify the functions of each component within a Native transaction.

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Architecture Systems (GN) Online Screens CBT (PD7151)

Description
Architecture Systems (GN) Online Screens CBT (PD7151) is a simulation of the base screens for Architecture Systems and gives the participant a feel for the menu structure. It is suitable for all audiences. An accompanying workbook is needed to take this course.

Audience
Technical and non-technical people who need a basic introduction to TS Online Screens.

Duration
Depending on the participant’s background and experience, the total time required to complete this course may range from 30 minutes to 1 hour.

Format
Workbook/Computer-based training (CBT), delivered on CD-ROM or via the internet.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later - with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - DSL, Cable, or T1 (high speed access is required)
• E-mail

Course Topics
This set of courses includes information on the following topics:

• Signon Screen
• TS Screens
• Dictionary Screens
• PARMS Screens

Course Objectives
Upon successful completion of this course, participants should be able to:

• Understand how to sign on to TS.
• Locate any screen using the menu.
• State the purpose of the menu screens.
• Identify standard screen designs.
• State the purpose of AINQ, BINQ, TSEJ, TSEB, MTMN, RPMN, LINQ, SADS,ELE, and SAPI, SAD9MSGD transactions.

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Description
Architecture Systems (GN) Security (PD7102) is a comprehensive overview of the security and auditing features of the architecture. The course is designed to give security managers and auditors the knowledge to set up and maintain the various security features available with the system. In addition, this course is designed to give development personnel the knowledge to design transactions that make use of the security features.

Audience
Security administrators and auditors. Optionally, client and data center designers who want to know how to design transactions that make use of the security features.

Duration
Four days (Class ends at 12:00 noon on the last day.)

Format
Instructor-led, classroom setting

• Knowledge of the concepts, facilities, and run flow of the Architecture Systems (GN).
  Learning Solution: Architecture Systems CBT (GN) or Architecture Systems (GN) Online Screens CBT

Course Topics
This course includes information on the following topics:

• Features of Security
• Employee Options Record (EOR) and Employee Profiles
• Transaction Security, External and Internal
• Application Security Using the SOR
• Account Security
• Field Level Security
• Security Manager Subsystem
• Error Severity Levels

Course Objectives
Upon successful completion of the course, participants should be able to:

• Choose the security features that are appropriate for their organization.
• Understand the differences between the transaction processing components of GN.
• Define a new employee to GN using the Employee Options Record (EOR).
• Understand how the use of an employee profile allows the security administrator to organize security and audit the creation and maintenance of the GN control records.
• Define GN control record security and application security using the Security Options Record (SOR).
• Understand how to set up field level security.
• Understand how to set up error processing severity levels.
• Secure external, internal, user, and new architecture transactions using the Transaction Authorization Record (TAR).
• Understand how to secure departments and terminals using the Valid Departments Record (VDR) and the Valid Terminals Record (VTR).
• Define valid sets of controls and alternate classes for their employees using the Valid Controls Record (VCR).
• Understand how to use the Security Manager Subsystem to set up and maintain passwords and audit options, and how to decentralize security responsibilities.
• Define security for a group of employees.
• Understand the auditing features available in TS Delivery, Data Dictionary, and PARMS.
• Design Native transactions that make use of the security features available with GN.

Training Location
Fidelity, Little Rock, AR or

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GN Architecture Tools - Part 1 (PD7111)

Description
GN Architecture Tools - Part 1 (PD7111) is a technically oriented class that familiarizes the participant with complex issues involved with Architecture Systems (GN). The participant is introduced to the tools used to develop Fidelity Information Services financial applications created in the new architecture format. These tools include Data Dictionary, PARMS, Screen Painter, API and RPI.

This is an intense, workshop-oriented class that gives participants experience in support, development, and design using Architecture Systems. Supplemental information is available about topics not covered during class. Participants will receive instructions for accessing this information once the class is confirmed.

Note: This course is a prerequisite for GN Architecture Tools - Part 2 (GN) and ALS - SM Technical. It is highly recommended for other application technical classes.

Audience
Technicians (application programmers and technical analysts) who develop, support, and install updates to Fidelity Information Services Financial Software using the Architecture Systems facilities, such as Data Dictionary, PARMS, Screen Painter, API and RPI. COBOL and CICS programming knowledge or experience are recommended.

Duration
Five days
Class begins at 8:30 a.m. each day and ends at 5:00 p.m. Class ends at 12:00 noon on the last day.
For course credit, please plan to attend the entire class.

Format
Instructor-led, classroom setting.
When this course is taught at a client location, a dial-up to Little Rock or use of the client's system is required.

Prerequisites
GN Prerequisite - Web.

It is a requirement that the course prerequisites be completed prior to class. Participants will be tested on these materials during the first day of class.

Recommended Knowledge and Skills

• Knowledge of the concepts, facilities, and run flow of the Architecture Systems (GN).
  Learning Solutions: Architecture Systems CBT (GN), Architecture Systems (GN) Online Screens CBT, and Introduction to Architecture Systems (GN)
• Knowledge of COBOL syntax and ability to write a simple program using COBOL.
• Knowledge of the terms and concepts needed to code basic CICS programs using COBOL as the native language.

Course Topics
This course includes information on the following topics:

• Data Dictionary
• PARMS
• Screen Painter
• API
• RPI

Supplemental information is available for the following topics:

• Data Dictionary Batch Utilities
• PARMS Batch Utilities
• Advanced Screen Painter Features
• Advanced RPI Techniques
• Performance, Diagnostics, and Tuning
• Change Control
• Symbolized JCL
• Online File Grouping and Batch Segmentation

Course Objectives
Upon successful completion of the course, participants should be able to:

• Define elements, datagroups, and datasets in the Data Dictionary.
• List the reasons why file conversions are necessary and describe the file conversion procedures used for files defined with Data Dictionary.
• Tailor system control file options, messages, edit criteria, help screens, equate data, report definitions and scripts in PARMS to meet user requirements.
• Name the steps to define and maintain new members in PARMS.
• Name the records used in the screen-painting process.
• Contrast Basic Mapping Support (BMS) with Screen Painter.
• Paint a basic inquiry screen.
• Read and write Application Programming Interface (API) commands in COBOL programs.
• Describe the I/O functions supported with SDMS.
• Use virtual files, memory areas, and advanced I/O commands that include DBCOPY, ASSIGN, RESET, COMMIT, and ROLLBACK.
• Temporarily override Data Dictionary information for a given situation by using SASETUP commands.
• Identify development considerations for choosing between PROCs, SCRIPTs, and RUN PGM functions.
• Generate reports using the Report Programming Interface (RPI) commands and SA41.
• Use RPI report exits for special purpose processing.
• Generate RPI reports from variable format extract records.
• Describe how history information is requested and extracted.
• Describe the performance improvements gained by using SIGNAL with the EVENTLIST option.

Training Location
Fidelity, Little Rock, AR or

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GN Architecture Tools - Part 2 (PD7110)

Description
GN Architecture Tools – Part 2 (PD7110) is a technically oriented class that familiarizes the participant with complex issues involved with Architecture Systems (GN). The participant is introduced to the tools used to develop Fidelity Information Services financial applications. These tools include GN Control Records used for Institution Definition (for example ITRs, EORs and AORs), Screen Painter, Native Transaction Processing, Native Process Modules and API Online Modules. This is an intense, workshop-oriented class that gives participants experience in support, development, and design using Architecture Systems. Supplemental information is available about topics not covered during class. Participants will receive instructions for accessing this information once the class is confirmed.

Audience
Technicians (application programmers and technical analysts) who develop, support, and install updates to Fidelity Financial Software using the Architecture Systems facilities. COBOL and CICS programming knowledge or experience are recommended.

Duration
Five days
Class begins at 8:30 a.m. each day and ends at 5:00 p.m. Class ends at 12:00 noon on the last day.
For course credit, please plan to attend the entire class.

Format
Instructor-led, classroom setting

Prerequisites
GN Architecture Tools - Part 1

Note: Exceptions to this prerequisite may be granted on a case-by-case basis. Contact the Application Training coordinator at Training.Enrollment-Little.Rock@fnis.com.

Recommended Knowledge and Skills

• Knowledge of the concepts and facilities covered in GN Architecture Tools - Part 1.
• Knowledge of COBOL syntax and ability to write a simple program using COBOL.
• Knowledge of the terms and concepts needed to code basic CICS programs using COBOL as the native language.

Course Topics
This course includes information on the following topics:

• GN Control Records
• Daily Processing Cycle
• Architecture Programs
• Transaction Definition
• Native Process Modules
• API Online Modules

Supplemental information is available for the following topics:

• ITR and EOR Processing Options
• User Transactions
• 24 x 7 Processing
• Nightly Processing
• Automated Next Day Posting
• Security Considerations for the Technician
• Totaling and Balancing
• TS Teller (TL)

Course Objectives
Upon successful completion of the course, participants should be able to:

• List the major control records and their purposes and describe the connections between the records.
• Describe the options available for dynamic ITR and EOR processing.
• Discuss the procedures used to implement Dynamic ITRs, Dynamic EORs and the Auto Signon feature.
• List batch and online processing requirements.
• List the three layers of Native processing.
• Describe GN communication/control areas.
• Set up the transaction definition control records and write a process module for Native transactions.
• Discuss the differences between Native and Native API transactions.

Training Location
Fidelity, Little Rock, AR or

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GN Prerequisite - Web (PD7109)

Description
GN Prerequisite - Web (PD7109) is a technically oriented distance learning class that familiarizes the participant with the Data Dictionary and PARMS facilities of Architecture Systems (GN). The participant is introduced to these tools via a web-based learning solution. This course consists of four, two-hour interactive sessions where the participant is accessing a virtual classroom via the Internet and participating in a conference call with the instructor(s) and other course participants. The sessions occur two weeks prior to the GN Architecture Tools - Part 1 instructor-led course. There are reading assignments, as well as online workshop assignments, outside of the interactive sessions. You will need to allow 10 to 15 hours outside of the virtual sessions for your assignments.

Note: It is a requirement that this course prerequisite be completed prior to the GN Architecture Tools – Part 1 class. The cost for this course is included in the cost of the GN Architecture Tools – Part 1 course. This course is not available as a standalone course.

Audience
Technicians (application programmers and technical analysts) who develop, support, and install updates to Fidelity Information Services Financial Software using the Architecture Systems facilities such as Data Dictionary, PARMS, Screen Painter, API and RPI. COBOL and CICS programming knowledge or experience are recommended.

Duration
Four, 2-hour interactive sessions occur two weeks prior to the GN Architecture Tools - Part 1 class, plus reading and workshop assignments. The schedule for the four interactive sessions during the week is:

Monday: 9:00 a.m. - 11:00 a.m. CST (assignment: 2 to 4 hours)
Tuesday: 9:00 a.m. - 11:00 a.m. CST (assignment: 5 to 7 hours)
Thursday: 2:00 p.m. - 4:00 p.m. CST (assignment: 3 to 5 hours)
Friday: 2:00 p.m. - 4:00 p.m. CST

Format
Interactive classroom sessions via the Internet/Reading assignments/Host access for online assignments

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - dial-up, DSL, CABLE, or T1 (high speed access is recommended) to access a secured website for the Little Rock Training Host. Access instructions will be provided prior to the first class session.
• A phone line for conference calls while on the internet (virtual sessions)
• E-mail
• Headset, with mute button (recommended)
• Adobe Acrobat Reader 5.0 (or higher) - This is a free download from the internet.
• JAVA - This is a free download from the internet.

Recommended Knowledge and Skills
Knowledge of the concepts, facilities, and run flow of the Architecture Systems (GN).
Learning Solutions: Architecture Systems CBT (GN) and Architecture Systems (GN) Online Screens CBT

Course Topics
This course includes information on the following topics:

• Introduction to Architecture Systems
• Data Dictionary
• PARMS

Course Objectives
Upon successful completion of the course, participants should be able to:

• Define elements, datagroups, and datasets in the Data Dictionary.
• List the reasons why file conversions are necessary and describe the file conversion procedures used for files defined with data dictionary.
• Tailor system control file options, messages, edit criteria, help screens, equate data, report definitions and scripts in PARMS to meet user requirements.
• Name the steps to define and maintain new members in PARMS.

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Customer Information System (RM) (PD7000)

Description
The Customer Information System (RM) class (PD7000) explains this system's critical features and functions to key decision-makers and technical personnel. Topics include an overview of RM, the architecture of RM, conversion, and how to perform inquiries and maintenance in RM and for other applications through RM. Practical hints on using RM, even with non-Fidelity applications, are included.

Note: An application exam is given.

Audience
Users, technicians, and business analysts who are new to the system who will be involved in the conversion and/or support of RM.

Duration
Five days

The first three days of the course cover Features/Functions topics; the last two days cover System Processing.

Users are required to attend the first 3 days; it is recommended that users directly involved in RM conversion decisions stay through noon on Thursday.

Business Analysts are required to attend through noon on Thursday, but would benefit from staying through the end of day on Thursday.

Technicians are required to attend all 5 days.

Format
Instructor-led, classroom setting

Recommended Knowledge and Skills

• Knowledge of and experience with Fidelity Architecture and GN.
  Learning Solution: Deposit Systems Architecture and Architecture Systems CBT (GN) (Technicians only)
• Introduction to Architecture Systems (GN)

Course Topics
This course includes information on the following topics:

• Feature/Function Topics (Day 1, 2, 3)
• System Overview
• Search/Locate
• Customer Information
• Account Relationships
• Name and Address Standardization
• Customer Names
• Customer Addresses
• Customer-to-Customer Relationships
• Control Options
• History
• Archival
• Employee Sales
• Hierarchy
• Ad Hoc Reporting
• Reports
• Installation
• Test over the Feature/Function portion of the class
• System Processing (Day 4 and 5)
• Conversion
• Standards, Files and Records
• Batch Processing
• Interfaces
• Customization

Course Objectives
Upon successful completion of the course, all participants should be able to:

• Explain the features, functions, and options of RM.
• Enter new customers and accounts through administrative terminals.
• Execute inquiry and maintenance transactions through administrative terminals.
• View the control files through the use of the administrative terminals.
• Discuss the conversion options and considerations for RM.

• Describe the programming standards and naming conventions used in RM.
• Explain contents of the major RM files and how the files relate to each other.
• Determine the best way to convert their organization to RM.
• Describe how the conversion/scrub programs work.
• Explain the batch processes for RM.
• Describe how the online interface from RM to the other applications works.
• Determine the methods available to interface a non-Fidelity application to RM.

• Become familiar with the RM documentation.
• Read the System Overview manual.

Training Location
Fidelity, Little Rock, AR or

Debugging Native Transactions (PD7488)

Description

Debugging Native Transactions Training (PD7488) is a self-study web-based course geared toward technicians who require a better understanding of how to solve problems with native online transactions.

Course participants will have access to the course content for a period of six months.

Audience

Technicians who would like to learn how to use CEDF to debug native transactions.

Duration

Recordings which will take approximately 52 minutes to view. The course is divided into four recordings that may be viewed as time permits.

Format

Self Study: Distance learning - recordings that are viewed via the Internet.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access-dial-up, DSL, CABLE, T1 (high speed access is recommended)
• E-mail
• Sound Card and Computer Headset (for listening to recordings)

Course Topics
This course includes information on the following topics:

• CEDF
• Transaction Definition Records
• Native Processing Flow
• DFHCOMMAREA

Course Objectives
Upon successful completion of the courses, participants should be able to:

• Debug a transaction by using CEDF
• Describe the records involved in Native Transaction Definition
• Describe the control areas that are built during transaction execution
• Name the programs that build the control areas
• Debug a transaction by looking at the storage areas created

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CIS Technical Topics Web-Based Course (RM) (PD7009)

This course consists of two, two-hour interactive sessions where the participant is accessing a virtual classroom via the Internet and participating in a conference call with the instructor(s) and other course participants. There are required reading assignments, interactive flow charts, recordings, tutorials, and knowledge checks in addition to the interactive sessions. Participants will need approximately 12 hours for work outside of class to complete the various assignments. Once the course is completed, participants will have access to the course content for a period of six months.

Audience
Technicians who are new to the system who will be involved in the conversion and/or support of RM.

Duration
Two, two-hour interactive sessions, reading assignments, recordings, tutorials, and knowledge checks. Participants will need approximately 12 hours for work outside of class to complete the various assignments.

Format
Distance learning-Instructor-led, web-based virtual classroom via the Internet. Participants will need approximately 12 hours for work outside of class that consists of reading assignments, interactive flow charts, viewing/listening to recordings, tutorials, and knowledge checks.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later - with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - DSL, Cable, or T1
• A phone line for conference calls while on the internet (virtual sessions)
• E-mail
• Headset, with mute button (recommended)
• Adobe Acrobat Reader 5.0 (or higher) - This is a free download from the internet.
• JAVA - This is a free download from the internet.
• Sound Card and Computer Headset (for listening to recordings)

Each student will need to complete a "Tech Check" before the class begins to be sure that they have the required hardware and settings for this class.

Recommended Knowledge and Skills

• Knowledge of and experience with Fidelity Architecture and GN.

Course Topics
This course includes information on the following topics:

• Introduction
• Conversion
• Standard Files and Records
• Batch Processing
• Interfaces
• Customization

• Describe the programming standards and naming conventions used in RM.
• Explain contents of the major RM files and how the files relate to each other.
• Determine the best way to convert their organization to RM.
• Describe how the conversion/scrub programs work.
• Explain the batch processes for RM.
• Describe how the online interface from RM to the other applications works.
• Determine the methods available to interface a non-Fidelity application to RM.

Recommended Preparation
To prepare for this class, participants should:

• Attend CIS Features/Functions Web-Based Course (RM) (PD7007) or be familiar with the features of the Customer Information System.

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Intersystem Transfer Workshop (IT) Web-Based Course (PD7500W)

Description
The Intersystem Transfer (IT) Web-based Course (PD7500W) focuses on the system options, account-level screens, and system flow for IT. IT processes monetary and non-monetary transactions between Fidelity software applications; IT also routes and processes transactions between Fidelity applications and non-Fidelity transaction sources and distribution points.

Audience

• Persons responsible for supporting IT as analysts or technicians
• Persons responsible for selecting and implementing IT features for their locations
• Persons who serve as liaisons between programmers and users
• Persons responsible for analyzing current system functionality to determine applicable IT options and processing in a conversion environment

Duration
Three days. During this time, there will be three, one-hour to two-hour interactive sessions, reading assignments, recordings, online workshops, and knowledge checks. Participants will need approximately 7 - 9 hours for work outside of the interactive sessions to complete the various assignments. Participants should plan to complete this work during the three day period.

Format
Distance learning, instructor-led, web-based virtual classroom via the Internet.

Recommended Knowledge and Skills

• Knowledge of and experience with one or more applications that interface to IT
  Learning Solutions: Fidelity application classes for IM, ST, ALS-SM, or other interfacing applications.
• Knowledge of transaction clearinghouse processing if appropriate for your processing environment.

• System Options
• Account-Level Transaction Screens
• Transaction Generation
• Transaction Flow
• Major Files and Programs
• Run Flows
• Transaction Interfaces (Fidelity and Non-Fidelity)
• Funds Verification Processing Including Transaction Disposition Review
• General Ledger Entries
• Warehousing of Monetary and Non-Monetary Transactions

• Set system parameters to process selected features.
• Support IT in the online and batch environments.
• Satisfy specific organizational needs by utilizing user-modified modules to avoid mainline modifications.

• Review the system overview, screens, and reports in the IT Reference manuals.

Intersystem Transfer Workshop (IT) (PD7500)

Description
The Intersystem Transfer Workshop (IT) (PD7500) focuses on the system options, account-level screens, and system flow for IT. IT processes monetary and non-monetary transactions between Fidelity software applications. IT also routes and processes transactions between Fidelity applications and non-Fidelity transaction sources and distribution points. The course combines lecture, hands-on workshops, and written reviews to maximize participants' understanding of the application.

Audience

• Persons responsible for supporting IT as analysts or technicians
• Persons responsible for selecting and implementing IT features for their locations
• Persons who serve as liaisons between programmers and users
• Persons responsible for analyzing current system functionality to determine applicable IT options and processing in a conversion environment

• Knowledge of and experience with one or more applications that interface to IT Learning Solutions: Fidelity application classes for IM, ST, ALS-SM, or other interfacing applications
• Knowledge of transaction clearinghouse processing if appropriate for your processing environment

• System Options
• Account-Level Transaction Screens
• Transaction Generation
• Transaction Flow
• Major Files and Programs
• Run Flows
• Transaction Interface (Fidelity and Non-Fidelity)
• Funds Verification Processing Including Transaction Disposition Review
• General Ledger Entries
• Warehousing of Monetary and Non-Monetary Transactions

• Set system parameters to process selected features.
• Support IT in the online and batch environments.
• Satisfy specific organizational needs by utilizing user-modified modules to avoid mainline modifications.

• Review the system overview, screens, and reports in the IT Reference manuals.

Training Location
Fidelity, Little Rock, AR or

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Tax Reporting System Update (TX) (PD7041)

Description
Tax Reporting System Update (TX) (PD7041) covers regulatory and system changes and modifications for the current release of the Tax Reporting System via a web-based learning solution. It also serves as a general review of balancing of tax extracts to certain applications. This course consists of two interactive sessions where the participant is accessing a virtual classroom via the Internet and participating in a conference call with the instructor and other course participants.

Audience
Experienced programmers and business analysts who have previously attended the Tax Reporting System class or have worked with the Tax Reporting System.

Duration
Three interactive sessions. The schedule for the three interactive sessions during the week is:

1st day, 10:00 a.m. - 11:00 a.m. CST and 1:00 p.m. - 3:00 p.m. CST
2nd day, 10:00 a.m. - 12:00 p.m. CST

Format
Interactive classroom sessions via the Internet.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later - with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 1024x768 screen resolution
• Internet access - dial-up, DSL, Cable, or T1 (high speed access is recommended)
• A phone line for conference calls while on the internet (virtual sessions)
• E-mail
• Headset, with mute button (recommended)
• Adobe Acrobat Reader 5.0 (or higher) - This is a free download from the internet.
• JAVA - This is a free download from the internet.

Course Topics
This course includes information on the following topics:

• New Features
• Update Considerations
• Balancing

• Describe the relationship that the tax system has with other Fidelity applications.
• Identify the current release modifications.
• State the current balancing procedures.

Recommended Preparation
To prepare for this class, become familiar with the Tax Reporting System documentation and IRS Publication 1220 for the current tax year.

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Deposit Systems Architecture (PD7152)

Description
The Deposit Systems Architecture CBT (PD7152) is a self-study web-based course that introduces technicians to the basic nature of Fidelity deposit applications. It provides participants with sufficient understanding of the systems to take deposit technical courses and data processing courses. It introduces the conventions, documentation, and basic programming and design standards of the Fidelity deposit applications.

Audience
Programming personnel who must become familiar with the basic nature of Fidelity deposit systems.

Duration
Recordings which will take approximately 8 hours to view. The course is divided into several recordings and knowledge check questions.

Format
Distance learning – reading assignments and recordings that are viewed via the Internet.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later - with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - dial-up, DSL, Cable, or T1 (high speed access is recommended)
• E-mail
• Sound Card and Computer Headset(for listening to recordings)

Course Topics
This course includes information on the following topics:

• System Design Standards
• System Components
• Progam-Naming Convention
• Transactions
• Single-Source Architecture
• Documentation
• Daily Processing: Batch and Online
• File Load: Alpha and Nemo Files
• Online Processing
• Online Files
• Control Files
• Log Strip
• Editing (xx21 and xx22)
• Posting (xx31, xx32 and xx34)
• Reporting (xx41 and xx44)

• Identify common programming and design standards.
• Identify Fidelity Deposit program0naming conventions.
• Identify the content of Fidelity Deposit documentation manuals.
• Describe the basic steps in daily processing.
• Identify the function of the major programs and files used by the Fidelity deposit application.

Description
IMPACS Features/Functions (PD7312) familiarizes decision makers with features and functions of the Integrated Monetary Processing and Control System (IMPACS) application for demand deposits in an online environment.

Audience

• Persons who are responsible for selecting or supporting system features at the account level who do not need detailed knowledge of the Bank Control Record (BCR) and Product Type File.
• People who service or maintain IMPACS accounts or those who train or supervise such persons.

• Understand concepts of basic banking.
• Be familiar with the concepts of demand deposits in the Fidelity application environment.

• New Account Processing
• Inquiry Functions
• Overdraft and Insufficient Processing
• Status Processing
• File Maintenance
• Interest Accruals and Payments
• Service Charges and Fees
• Monetary Functions
• Stop Payments/Holds

• State the capabilities of the IMPACS application.
• Enter a new account of any type.
• Inquire on all areas of the IMPACS application.
• Perform maintenance functions on existing accounts.
• Enter monetary transactions.
• Identify the reports required to balance the system.

• Become familiar with your organization's current practices with respect to checking account products.
• Locate and become familiar with the IMPACS Procedures documentation.
• Obtain a copy of your organization's Bank Control Record. Review the printout, and bring it to class, if possible.
• Determine the release level of the IMPACS software installed at your location.

Training Location
Fidelity, Little Rock, AR or

• Persons responsible for supporting IMPACS as an analyst or technician.
• Persons responsible for selecting and implementing IMPACS features for their locations.
• Persons responsible for setting up and/or maintaining the BCR, Product Type, Rate, and other control files.
• Persons who serve as liaisons between programmers and users.
• Persons responsible for converting files from the current system to IMPACS.
• Persons responsible for analyzing current system functionality to determine applicable IMPACS options and processing in a conversion environment.

Recommended Knowledge and Skills

• Knowledge of the Deposit Systems Architecture and functions.
  Learning Solution: Deposit Systems Architecture
  Learning Solutions for technicians, GN Architecture Tools – Part 1 and GN Architecture Tools Part 2

Course Topics
This course includes information on the following topics:

• Transaction Flow
• Major Files and Programs
• Monetary Transaction Definition
• Report Sorting and Scheduling
• Statement Processing
• Interest-Bearing Accounts
• Transaction Accounts with Lines of Credit
• Transaction Accounts with Savings Balances
• Overdraft Processing
• Service Charges and Fees

• Set up control file parameters to process selected system features.
• Support IMPACS in both batch and online environments.
• Satisfy specific organization needs by utilizing the user-modified modules to avoid mainline modifications.
• Set up reports effectively using system options to minimize customizations.

• Review the system overview, screens, and reports in the IM Reference manuals.
• Review options currently used in the BCR and Product Type Files (if running IM), and bring the printout to class.

Training Location
Fidelity, Little Rock, AR or

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IMPACS Technical (PD7311)

Description
IMPACS Technical (PD7311) is a technically-oriented course that focuses on the programmer who supports the IMPACS application. Participants learn the IMPACS processing flow as a foundation for exercises that develop research and coding skills. The course emphasizes programs that are particularly important for technicians to understand.

To enhance the participant’s ability to understand and modify IMPACS programs, classroom workshops and coding exercises reinforce lecture topics. Participants are tested on class material, then complete their own coding exercises, which are also evaluated.

Audience
Technicians who are responsible for supporting and modifying the IMPACS system. This class is targeted to participants with both IMPACS and COBOL coding experience.

Duration
Five days (Class ends at noon on the last day)

Format
Instructor-led, classroom setting

• IMPACS System Options and Processing (IM) class,
• GN Architecture Tools - Part 1 class, and
• knowledge of COBOL syntax and ability to write a simple program using COBOL.

Exceptions to these prerequisites may be granted on a case-by-case basis. Contact the Application Training Coordinator at Training.Enrollment-Little.Rock@fnis.com.

Course Topics
This course includes information and applicable coding exercises on the following topics:

• Online Processing Considerations
• Batch Processing Flow Review
• Monetary Transaction Processing
• Non-Monetary Transaction Processing
• IM41 and IMSA41 Reporting
• Service Charging
• Statement Processing

Course Objectives
Upon successful completion of the course, participants should be able to:

• Explain the processing cycle for online transactions entered through standard TS processing and posted in the IMPACS batch run.
• Describe the IMPACS batch processing flow and discuss the major programs’ functions.
• Add a Data Center Trailer field to the Account Master using the procedures taught in class.
• Discuss the process used to code reporting events and modifying report programs.

Recommended Preparation
To prepare for the class, participants should:

• Become familiar with the contents of the IMPACS documentation.
• Know their location’s IMPACS release level, and determine the major differences between that release and the currently distributed release.
• Review the processing options that their location uses for the IMPACS control files.
• Obtain a compile of their location’s IM31 program and review any customizations.

Training Location
Fidelity, Little Rock, AR or

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Savings/Time Deposit Features/Functions (ST) (PD7322)

Audience

• People who are responsible for selecting or supporting system features at the account level but who do not need a detailed knowledge of the Bank Control Record (BCR) and Product Type File.
• People who service or maintain Savings/Time accounts or those who train or supervise such personnel.

Duration
Five days (Class ends at noon on the last day).
Format
Instructor-led, classroom setting

Recommended Knowledge and Skills

• Understand concepts of basic banking.
• Be familiar with the concepts of savings accounts and time deposits in the Fidelity application environment.

• General Inquiries
• New Account Processing
• Monetary Transactions
• Maintenance
• Interest Accruals and Payments
• Float, Holds, and Balances
• Maturity Processing
• Affiliate Accounts
• Status Processing
• Statement Processing
• Service Charges
• Time Deposit Early Withdrawal Penalties
• Reporting
• General Ledger Interface and Balancing ST
• Passbooks
• Certificates of Deposit (CD)
• Savings Accounts
• Club Accounts

• Identify capabilities of the ST application.
• Enter a new account of any type.
• Inquire on all areas related to the ST application.
• Perform maintenance functions on existing accounts.
• Enter monetary transactions in the administrative mode.
• Identify the primary reports available in the system.

• Become familiar with your organization's current practices with respect to savings and time deposits.
• Locate and become familiar with the Savings/Time Reference manuals.
• Bring BCR printouts (ST14) of your organization's processing options, to be used as training aids in class.

• People who are responsible for technical support of Savings/Time and those who need detailed knowledge of the BCR and Product Files should attend Savings/Time Deposit System Options and Processing (ST).

Training Location
Fidelity, Little Rock, AR or

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Savings/Time Deposit System Options and Processing (ST) (PD7321)

• The TouchPoint SDK
• TouchPoint Scripting Standards
• TouchPoint Frameworks
• Developing a simple inquiry screen
• Developing a simple workflow

Course Objectives
Upon successful completion of the course, participants should be able to:

• Develop a simple inquiry screen
• Modify the Navigation Pane
• Develop a simple workflow
• Explain the following terms in context of TouchPoint:
  • TouchPoint Architecture
  • Development Environment
  • Caching
  • Basic Framework Functions
  • Transaction Management
  • Standards
  • Frameworks
  • Workflow

Training Location
Fidelity, Atlanta/Buckhead or

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TouchPoint Teller Overview (PD7613)

Description

TouchPoint Teller Overview (PD7613) provides participants with a high-level basic understanding of the Teller component of the TouchPoint product.

Audience
The course is designed for anyone with an interest in TouchPoint application.

Duration
The recording will take approximately 30-45 minutes to view.

Format
Self Study: Distance learning - recordings that are viewed via the Internet.

System/Connectivity Requirements

• Microsoft Internet Explorer 5.5 or later with ActiveX enabled
• Windows 98 / NT / 2000 / XP
• 800x600 screen resolution
• Internet access - dial-up, DSL, CABLE, or T1 (high speed access is recommended) to access a secured website.
• E-mail
• Sound Card and Computer Headset (for listening to recordings)

Course Topics
This course includes information on the following topics:

• Sign-on and Log Off
• Role Selection
• Navigation
• Teller Menu Bar
• Desktop Menu
• Section Menu
  • Cash Drawer
  • Teller Services
  • Vault
  • Cash Dispenser
  • Branch Maintenance
• Options Menu
• Utilities Menu
• Help Menu
• QuickLook Panels
• Calculators

Course Objectives
Upon successful completion of the course, participants should be able to:

• Sign-on the Teller systems and select roles.
• Navigate the Teller application using menu bars, windows, and tabs.
• Discuss the menu options available on the main Teller menu bar.
• Describe the purpose of the QuickLook panels.
• Describe the function of the Case Drawer, Teller Services, Vault, Cash Dispenser, and Branch Maintenance desktop.
• Discuss the basic monetary functions available on the Teller Services desktop.
• Know how to access the TouchPoint online generic help features.
• Logoff and exit the TouchPoint application.

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Debugging with SATRACE and DUMPAID (PD7487)