How To Guides

Temenos provides the following "How To Guides" that depict processes and configurations allowing institutions to attain desired functionality. In some cases, a how to guide may provide a work-around for known design gaps currently being resolved.

The following how to guides have been provided for the Account Origination module:

Title	Description
Stipulations vs. To-Dos	This topic provides a supplemental resource that instructs system administrators how to properly author Stipulation and To-Do rules within the Origination module.
Address, Birth Date and SSN Variance	This topic provides a supplemental resource that instructs administrators and rule authors how to create alerts which notify users if the applicant's SSN, Address or Birth Date in the credit inquiry does not match the SSN, Address or Birth Date in the credit report.
How to Create Screen Interactions	This topic provides administrators an overview of the screen interactions functionality, as well as business examples that depict how to create interactions for screens.
How to Configure Application Assignment	This topic provides an overview of the configurations that are required to implement Automatic Application Assignment, as well as the Application Assignment process.