Course description
CLM is a browser based application for client lifecycle management. It allows the user to manage the entire lifecycle of a client including prospecting, onboarding, modifications to client data or products and closing the client's account.
The application is highly customizable through Flowable and Avaloq Core configuration.
Flowable a third-party graphical modelling tool that is used to model the bank's business logic through cases, where the process is flexible, business processes, where the order of steps is more rigid, and forms. The extended version of Flowable Design that is integrated with Avaloq includes additional modelling elements and attributes that take away a lot of the complexity of interacting with Avaloq Core and other parts of the CLM system.
Avaloq Core configurations include the ability to design responsive forms, define actions and decisions which are implemented as Avaloq Script procedures and functions and implement consistency levels for order validation. These forms, actions, decisions and consistency levels can be linked to a flowable case model.
CLM is an application developed using the Angular framework and operates in a microservices environment. This allows customization of aspects such as color theming, fonts, company images, headers etc.
The self-study part of the course will provide video content on each of the customization topics and in the virtual class students will use these techniques to carry out the exercises.