Temenos Lifecycle Management Suite - Collection Product Guide
Desktop and Ribbon Bar Overview

The Desktop displays upon completing the log-in process and features the (1) Ribbon Bar, (2) Tabs, and (3) Home Dashboard.

Lifecycle Management Suite Ribbon

The Lifecycle Management Suite Ribbon (Ribbon) is located at the top of the page and contains a variety of icons, which are shortcuts to functions and processes within the Lifecycle Management Suite.

Below is an overview of the icons that contain administrator functionality within the Ribbon Bar: 

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The Alert icon allows a user to view institutional alerts configured by the system administrator in System Management > Alerts.     
           
See Alerts for more information about how to use the Alert icon.

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The Search function allows users to search the Lifecycle Management Suite for existing accounts, cases, and persons. The ability to use the Search feature is determined by the value set for the following permission within the Permissions tab in System Management > Users, or System Management > Groups > Security Groups:

  • Workspace permission under the Collections category.

For an overview of the behavior that occurs when a permission is set to None, View, or Change, please see the Permissions Tab section of the Users or Security Groups topic in this guide.

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The System Management icon allows administrators to manage and customize numerous features throughout the Lifecycle Management Suite. This includes both Module-specific functions as well as Core functions that are shared among all Lifecycle Management Suite modules (e.g. managing users and security groups, setting up queues, activating and configuring Connectors).
              

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Queues are an efficient way to organize people, accounts and case tasks using specific account, task, and/or account holder attributes.

The Queues icon allows a user to view and access Lifecycle Management Suite Collection Queues configured by system administrators in System Management > Collections > Collection Queues and System Management > Collections > Case Queues.

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Views are interactive reports that offer the ability to target accounts or cases based on defined criteria, creating a workable list.

The Views icon allows administrators to create, copy, edit, and delete Views.

See Views for more information about Views within the Lifecycle Management Suite.

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Dashboards are configurable web pages which can display charts, views, reports, or other predefined web parts to provide detailed or summarized data.

The Dashboards icon allows administrators to create, copy, edit, and delete Dashboards.
           
See Dashboards for more information regarding what an administrator can do with Dashboards within the Lifecycle Management Suite.

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Reporting in the Lifecycle Management Suite is integrated with Microsoft SQL Server Reporting Services, which allow an administrator to format reports and select various output formats. Reports can be run on demand by anyone who has permission to run the report or can be scheduled to run at certain times to view information about accounts, cases, and/or User performance in the Lifecycle Management Suite.  

The Reports icon allows administrators to create, copy, edit, and delete Reports.

See Reports for more information about what an administrator can do with Reports within the Lifecycle Management Suite.

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The Help drop-down allows a user to access the Help Menu. Reference the table below to assist with administrator specific functions within the Help Menu:
Help Menu Option Description
The Archive History screen displays a purge account history. System Administrators can use the Archive Data function found within System Management to perform the purge function.

See Archive Data for more information.
The User Manual – Collection Help option provides users with access to the User Manual for the Lifecycle Management Suite’s collection module. This option provides administrators with a direct link to the Lifecycle Management Suite Help Documentation.
The User Manual – Service Help option enables user access the User Manual for the Lifecycle Management Suite’s service module. This option provides administrators with a direct link to the Lifecycle Management Suite Help Documentation.
This link is used to quickly receive live assistance from a Temenos Customer Care Representative. Once Join WebEx Session is selected, a new browser window opens and automatically navigates to the Temenos WebEx site with a Pre-Session Form displayed.

See the Help section for steps on how to join a webex session.
This link directs administrators to the Temenos Customer Support Center and requires successful login to the Collaboration Portal.
This link allows administrators to report any issues that may arise in the Lifecycle Management Suite in order for them to be tracked and fixed in a timely manner.

For instructions on how to create a New Support Case, please refer to the Customer Care Link on the main Support Page in the Collaboration Portal or contact a Customer Care Representative.
The Queue Analyzer determines an account's queue eligibility. System administrators can enter an account identifier and click Analyze to display a list of all queues in a work order and identify if an account does or does not meet queue criteria.

See the Queue Analyzer for more information.

 For more information, please see the Help topic within the End-User Guide.

   

Tabs

When multiple pages are open within the Lifecycle Management Suite, each one is displayed on a separate tab. Tabs make it easy to switch between pages and have multiple persons open at one time.       

The amount of workspaces a user can have open at a time is a parameter set within the database. The value of this parameter is set to five, but can be configured by the system administrator. If a user attempts to open more tabs than allowed by the parameter, an error is received in the workspace. For more information, please contact a Temenos Professional Services Representative.

Home Dashboard

The Home Dashboard provides users with a unique view of important information and is assigned by a system administrator in System Management > Users > Dashboards.

Within the Dashboards tab, the assigned dashboards for the user are listed in alphabetical order. The home dashboard that displays on the  Desktop is the first dashboard that appears in this list. 

For more information, please see the Dashboards topic in this guide.

 

 


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