Introduction to the Person object from a business perspective, how it integrates with the Business Partner object and impacts on key functionality within the Avaloq Banking Suite.
Course description
The Person object enables modelling of natural and legal persons and entities without legal capacity. It comprehensively represents customers and their personal information and separates this from the business relationship data.
The Person object provides the basis for important functionality within the Avaloq Banking Suite, including modelling client and account relationships, tax reporting and anti-money laundering reporting.
This online course provides an introduction to person object modelling and integration with the business partner object. The concepts taught during the self-study phase are supported with many specific examples and demonstrations.
Participants are expected to complete and submit a theoretical exercise which prepares them for the hands-on exercises during the live (virtual) training at the end of the course.
Accreditation points are conditional on the timely submission of the theoretical exercise and participation in the virtual class.
To understand the Person object, its use and capabilities
To be able to design customer models that answer the banks requirements and will make best use of Avaloq’s capabilities
To be able to implement external parties and internal entities using the Person object
Participants must be ACCP certified or have equivalent knowledge of the Avaloq Banking System. Only Avaloq Certified Customization Professionals will receive accreditation points.
This course includes a self-study exercise to help you consolidate learning and prepare for the virtual class. The exercise solution must be completed and submitted two business days before the virtual class (course date). Solution submission is mandatory – you must submit a solution to participate in the virtual class.
Overview
08/04/2025 – 08/04/2025
1 event
5-6 hours of self-study, 4-6 instructor-led training