The Avaloq Core Platform (ACP) offers a robust and flexible foundation that can be tailored to meet the unique requirements of any banking institution. This course introduces participants to the principles and techniques of customizing ACP using the Avaloq Banking Reference/Standard (ABR/S) framework.
The course equips participants with a solid understanding of Avaloq’s layered architecture and structured customization methods, enabling learners to translate business requirements into efficient, compliant configurations and appreciate how these decisions influence processes and system behaviour.
Training is delivered through a blended learning approach. Participants begin with a self-study phase, including videos and reading materials, before attending a five-day instructor-led session. During the classroom week, learners gain hands-on experience in a dedicated training environment, applying concepts to real-world scenarios and business use cases. These exercises demonstrate how banking processes are represented in ACP and how customization ensures compliance and operational efficiency.
Course content
- Recap of the ABR/S history
- Avaloq Documentation
- Functional overview
- Object model and orders
- Object & Order extensions
- Cost and Book Engines
- Kernel, baseline and client layers
- Preprocessor
- Bootstrapping
- Data dictionary
- RFC intro
- Baseline development
- Rules
- Security
- Organizational Entities
- Data management
- Report Writer
- Client opening
- BU configurations
Target audience
Project leaders, Key Business Users, Business Analysts and Consultants involved in Avaloq customization, configuration or migration projects.
Upon successful completion of this course every participant will be able to:
- Configure Avaloq Core Platform using ABR/S principles;
- Apply best practices for layering, security, and documentation;
- Implement client-specific enhancements while maintaining system integrity;
- Use Avaloq tools confidently for configuration, testing and validation.
- Completion of the Avaloq in a Nutshell and the ABR/S Introduction course is necessary before beginning the ABR/S Customization Principles self-study.
- Understanding of IT-related topics (e.g., database concepts, programming know-how, SQL) is required.
- Basic knowledge of banking is recommended.
- Participants must be able to read and understand documentation written in English.