Temenos Lifecycle Management Suite - Collection Product Guide
Help

Click the drop-down links below for more information on the options available in the Help menu.

ShowArchive History

The Archive History screen displays a purge account history. It displays the Archive Type, Archive Date, and the user who performed the Archive. Users can group the results using the View drop-down to sort Archived History by time periods. System Administrators can use the Archive Data function found within System Management to perform the purge function. For more information see the System Administrator Guide.

ShowAutomated Workflow Log

The Automated Workflow Log page shows a log of the automated workflows that were executed. This displays Name of the Workflow, the User who used the Workflow, the Account Count, the Case Count, and the Date Created of all automated workflows.

ShowEvents

The Events screen is an error log. If an error is received while using the Lifecycle Management Suite, navigate to this screen to obtain details to place in a support ticket. Temenos Support may request that users access this page during a support call.

ShowProcesses

This page lists the system processes that run throughout the day. This displays the system process name, the result of the process (completed or failed), the start and end time, result details, and additional information about the process. The view drop-down in the top right-hand corner allows the user to view the system process for various time periods. If any process has failed, please contact a Temenos Customer Support Representative as soon as possible.

Failed process can be restarted by a system administrator in the Processes section of Server Manager.

For information on how to restart a failed process, please see the Server Manager topic in the Administrator Guide.

ShowQueue Refresh History

The Queue Refresh History shows a log of each time the queues were refreshed, either by the system or by a user. This displays the User Name, Date, and Time. View the queue refresh history by Today, Yesterday, Last Week, Last Month, Last Quarter, Last Year, Week to Date, Month to Date, Quarter to Date, and Year to Date.

ShowInstallation Summary

The Installation Summary lists all patches that have been applied to the application and what patch level the Lifecycle Management Suite system is currently running. Temenos Customer Care Representatives may request that users access this page during a support call. It is very important to make sure the institution is up to date on all current upgrades/patches.

The http://services.akcelerant.com URL must be added to Internet Explorer Trusted Sites in order to view the Installation Summary page.
  

ShowDownload Controls

The Download Controls screen provides a list of ActiveX controls used by the Temenos Lifecycle Management Suite, and displays installation status (Installed or Not Installed) for each control. Clicking on a control downloads and installs the control. This feature simplifies installation/updating of controls that are upgraded by Temenos.

The Temenos Browser Control control is only required when using Internet Explorer. If using an Edge browser, a message displays to inform that there are no controls to download for the browser.

Download Control Fields Description
Temenos Browser Control

Temenos Browser Control is used for client side document management and has replaced Report Control.

This control must be installed from this screen before the following functionality may be used: Screen printing, Letter Template Editor, and Report Management.

ShowUser Manual - Collection

The User Manual – Collection Help option enables user access the User Manual for the Lifecycle Management Suite’s collection module.

ShowJoin WebEx Session

This link is used to quickly receive live assistance from a Temenos Customer Care Representative. Once the user clicks on Join WebEx Session, a new browser window opens and automatically navigates to the Temenos WebEx site with a Pre-Session Form displayed. To join a WebEx Session, follow the steps below:

ShowGo to Support Center

Selecting Go to Support Center directs users to the Temenos Customer Support Center, which requires successful login to the Collaboration Portal.

ShowSubmit Support Case

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.

Enter your email and password to access the site. Should you forget your password, please contact a Customer Care Specialist.

ShowQueue Analyzer

The Queue Analyzer determines what queues an account qualifies for or does not qualify for. When a valid Account Identifier has been entered, and the user clicks Analyze, the screen updates to display a list of all queues in a work orde,r and indicate which of the queues are “matched” as defined in the “Match” column. If the account meets the criteria, it is colored green. If the account does not meet the criteria, it is colored red. 

Please see the Queue Analyzer topic in this guide for more information.

ShowAbout

Selecting About prompts an informational window that provides information about the Temenos Lifecycle Management Suite.

This window contains copyright and security information about the Temenos Lifecycle Management Suite. Click OK to exit out of this screen.

 

 


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