RM Workplace is a web application for client-facing bank employees. It enables users to manage client information through a series of menus, forms and reports. The application is highly customizable allowing customizers to change main menu structures, context menus, report menus, report dropdowns, and parameter bindings. RM Workplace is largely customized using DSL sources such as code tables, forms and reports. In addition, it is developed using the Angular framework and operates in a microservices environment which offers customization of aspects such as color theming, fonts, company images, headers etc.
This course focuses on customizing RM Workplace using the ABR/S development framework, with particular emphasis on some guidelines and conventions used for on-premises client customization.
Participants will engage with theoretical and demonstration videos, with self-test questions and exercise to assess participants' understanding. The course concludes in a virtual classroom session where they apply their knowledge through hands-on customization exercises.
Upon successful completion of this course every participant will:
• Describe the RM Workplace architecture and the different methods of customization.
• Explain the application structure including views and navigation.
• Customize the application menu systems for workplace, relationships and reports following the ABR/S framework
• Customize actions for the application sections using the ABR/S framework
• Understand how color schemes, fonts, logos, favicons can be customized
Participants must be ACCP-certified or have equivalent knowledge of the Avaloq Core Platform.
Only Avaloq Certified Customization Professionals will receive recertification points.