Products, Pricing & its associated Questions

Banking Service Domain

Pack (As per Sales Anchor Service / Feature Catalogue
Diagram)

Digital Channel (Servicing), If Client require any of the Infinity products/solutions,

Infinity
Digital Channel then this pack is mandatory. Infinity Platform Edition
Platform
(Onboarding & Origination) covers - Visualizer, Fabric & Spotlight App.

Do Client require Infinity Digital Banking Servicing

Channels (Web & Mobile Native)?
Zerobase
Servicing Digital Channel (Servicing)
(This includes mandatory features - Login, Activate,
Pack
About Us, Homepage/MySummary & Sign-inSettings,
ProfileSettings)

Do Client require common servicing features for

Customer Arrangements?

Digital Channel (Servicing) (This includes common features - Arrangement

Overview/Balances/Txns), Settings services (for
Accounts, Loans, Deposits, CreditCards), Cheque Mgmt,
Service Requests Dashboard and Dispute Mgmt)

Common
Servicing
Pack Digital Channel (Servicing) Do Client require Self-Service Enrolment feature?

Digital Channel (Servicing) Do Client require Secure Message feature?

Digital Channel (Servicing) Do Client require Alerts Management feature?

Digital Channel (Servicing) Do Client require Transfer (Send Money) feature?

Digital Channel (Servicing) Do Client require Bill Pay feature?

Payments
Servicing
Pack
Payments
Servicing
Pack
Digital Channel (Servicing) Do Client require Bulk Payments feature?

Digital Channel (Servicing) Do Client require Wire Transfer feature?

Do Client require Self-Service External User

Digital Channel (Servicing)
Administration feature?

Do Client require Self-Service Approvals feature?

Business Digital Channel (Servicing)
Servicing (Signatory Definition/Approval Matrix, Manage
Pack Approvals/Dashboard)

Digital Channel (Servicing) Do Client require Trade Finance feature?

Wealth
Do Client require Wealth Banking feature? (Portfolio
Servicing Digital Channel (Servicing)
Management & Order Management)
Pack

Digital Channel (Servicing) Do Client require Card Management feature?

Digital Channel (Servicing) Do Client require Foreign Exchange Rates feature?

Additional
Servicing Digital Channel (Servicing) Do Client require Savings Pot feature?
Pack

Digital Channel (Servicing) Do Client require Finance Management (PFM) feature?

Digital Channel (Servicing) Do Client require Consent Management feature?

 Do Client require Infinity Digital (Self-service)
Onboarding & Origination solutions?

Deploying these components covers below user

Self-service Digital Channel
Origination (Onboarding & Origination) 4-Retail Unsecured Loan (Overdraft Accounts)
journeys;
1-Retail Account and Deposit Opening
2-Retail Credit Card Origination
3-Retail Unsecured Loan (Personal Loan) Origination
Origination
5-Retail Secured Loan (Mortgage) Origination
6-SME Account Opening
7-SME Credit Card Origination
8-SME Unsecured Loan (Business Loans) Origination
9-SME Unsecured Loan (Overdraft Accounts)
Origination

Assisted Assisted Channel Do Client require Corporate Origination on assisted

Origination (Onboarding & Origination) channel?

Marketing Campaigns Do Client require Real Time Campaign Management?

Other Do Client require Party? If their Core system support

Party
Products ingestion or event streaming.

Do Client require Holdings & Arrangements? If their

Holdings
Core system support ingestion or event streaming.

- Do Core system support ingestion or event streaming?

Do Client have Temenos Transact (core banking

-
software)?

Technology - Do Client have Temenos Wealth (TAP software)?

Questions
What Database Client require? Mongo or PostgreSql or
-
SQL
Which platform Client require? Aws or Azure or Docker
-
or Helm
- What DBX database require? MySql or MSSql

Digital Channel
Do Client have RH PAM?
(Onboarding & Origination)

Digital Channel (Servicing),

Digital Channel Do Client have Keyclock?
(Onboarding & Origination)
 Digital Channel (Servicing),
Digital Channel Do Client have Jasper for reporting?
(Onboarding & Origination)

Digital Channel
Do Client have Formpipe?
(Onboarding & Origination)

Digital Channel (Servicing) Do Client have Saltegde?

Digital Channel (Servicing) Do Client have HID?

Digital Channel
Do Client have Plaid?
(Onboarding & Origination)

Integration Digital Channel (Servicing) Do Client have iText?

s (Third-
party &
Temenos Digital Channel (Servicing) Do Client have Refinitiv?
Exchange)
Digital Channel
Do Client have IDology (Identity Verification)?
(Onboarding & Origination)

Digital Channel Do Client have Authentic ID (doc scan and selfie

(Onboarding & Origination) verification)?

Digital Channel (Servicing),

Digital Channel Do Client have Twilio (SMS Provider)?
(Onboarding & Origination)

Digital Channel Do Client have Microsoft Exchange (Email

(Onboarding & Origination) notifications)?

Digital Channel
Do Client have Google (Address suggestions)?
(Onboarding & Origination)

Digital Channel
Do Client have Clam AV (doc antivirus scan)?
(Onboarding & Origination)

Digital Channel Do Client have Apache Sling (Content creation

(Onboarding & Origination) application)?
Demo Pack
- Features
that can be
used only
for demo Digital Channel (Servicing) Do Client require Account Aggregation feature?
and
implement
ation
requires
customisati
on

Digital Channel (Servicing) Do Client require Conversational Banking Platform?

 To be
answered Supported information
here

If Infinity Mock support

Feature is (Standalone
For non- integrated with Discovery/Sandbox
SaaS deals Applicable Feature Transact, to supported without
Inclusion Rule
- Needed Segments Category which module OptionalMicroservi
(Yes/No)? its connected? ce/Transact/TAP? -
(Information using DBX DB or
ONLY) Mock tables)

Pre-Integrated
All segments Partially NA
Front-Back

Pre-Integrated "Infinity Platform"

All segments Yes
Front-Back is mandatory

"Zerobase
Pre-Integrated
All segments No Servicing Pack" is
Front-Back
mandatory

"Zerobase
Pre-Integrated
All segments No Servicing Pack" is
Front-Back
mandatory

"Zerobase
Pre-Integrated
All segments Yes Servicing Pack" is
Front-Back
mandatory

"Zerobase
Pre-Integrated
All segments Yes Servicing Pack" is
Front-Back
mandatory

"Common
Pre-Integrated
All segments Partially Servicing Pack" is
Front-Back
mandatory

"Common
Front Office
All segments Yes Servicing Pack" is
Only
mandatory
 "Common
Pre-Integrated
All segments No Servicing Pack" is
Front-Back
mandatory

"Common
Front Office
All segments Yes Servicing Pack" is
Only
mandatory
"Common
Only Pre-Integrated
Yes Servicing Pack" is
SME/Corp Front-Back
mandatory

"Common
Only Pre-Integrated
Yes Servicing Pack" is
SME/Corp Front-Back
mandatory

"Common
Only Front Office
No SME/Corp Only
Yes Servicing Pack" is
mandatory

"Common
Pre-Integrated
Only Wealth Yes Servicing Pack" is
Front-Back
mandatory

"Common
Exchange
All segments Yes Servicing Pack" is
Integration
mandatory

"Common
Pre-Integrated
All segments No Servicing Pack" is
Front-Back
mandatory

"Common
Front Office
All segments Partially Servicing Pack" is
Only
mandatory

"Common
Exchange
All segments Yes Servicing Pack" is
Integration
mandatory

"Common
Pre-Integrated
All segments No Servicing Pack" is
Front-Back
mandatory
 ST
(Customer)
AA
(Arrangeme
nts)
AC
(Accounts)
EB
(Framework)
DES
(Injestor)
Only Retail & Pre-Integrated "Infinity Platform"
Iris (Transact Partially
SME Front-Back is mandatory
Api's)
PI (Payment
Order)
PH
(Payments
Hub)
AR (AA
Retail
Accounts)
AD (AA
Deposits)

Pre-Integrated "Infinity Platform"

Only Corp No
Front-Back is mandatory

Back Office "Infinity Platform"

All segments Yes
Only is mandatory

Back Office
-
Only

Back Office
-
Only

- - -

- - -

- - -

- - -

- - -

- - -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -
 Exchange
No Only Retail
Integration
No

No Only Retail
 Artefacts required to be deployed based on answers

Tier 1 Tier 2
Thirdparty systems
Exchange Exchange
(not an Exchange Visualizer & its apps
vendors vendors
vendor) integrated require to be deployed
integrated integrated
with Product
with Product with Product

Keycloak
- - Spotlight Web
(IDM)

CommonsMA,
ResourcesMA,
AuthenticationMA,
HID - -
AboutUsMA,
HomepageMA,
ManageProfileMA

ArrangementsMA,
- - iText
ManageArrangementsMA

- - - SelfServiceEnrolmentMA

- - - SecureMessageMA

- - Twilio AlertSettingsMA

UnifiedTransferMA,
- - - RegionalTransferMA,
DigitalTransferMA

- - - BillPayMA
 ApprovalRequestMA,
- - - RegionalTransferMA,
BulkPaymentsMA

- - - WireTransferMA

- - - UserManagementMA

ApprovalRequestMA,
- - -
ApprovalMatrixMA

- - - TradeFinanceMA

PortfolioManagementMA,
- - Refinitiv
WealthOrderMA

ArrangementsMA,
- - -
CardsMA

- - - ForeignExchangeMA

ArrangementsMA,
- - -
SavingsPotMA

- - - FinanceManagementMA

- - - ConsentMgmtMA
 Twilio (SMS
Provider), Microsoft
Exchange (Email
HID, RHPAM
notifications),
(Workflow),
Google (Address
Formpipe
suggestions), Clam
DM, Plaid Origination Web, Infinity
- AV (doc antivirus
(Only for Assist Web
scan), IDology
Retail
(Identity
Accounts &
Verification),
Deposits)
Authentic ID (doc
scan and selfie
verification)

Clam AV (doc
RHPAM antivirus scan),
- Infinity Assist Web
(Workflow) Apache Sling (Doc
generation)

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -
- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -

- - - -
 ArrangementsMA,
Saltedge - -
AccAggregationMA
Artefacts required to be deployed based on answers

Microservices require to Microservices require to

Fabric & its apps require to be deployed - For non- be deployed - For non-
be deployed SaaS SaaS
(Infinity only) (Infinity+Transact)

ms-marketingcatalog, ms-marketingcatalog,
Spotlight App
ms-consent ms-consent

Authentication,
ContentManagement,
Arrangements,
ms-servicerequest ms-servicerequest
ExternalUserManagement
, ServiceRequestAPI,
Approvals

- - -

- - -

SecureMessage - -

ms-eventstore, ms- ms-eventstore, ms-

AlertsManagement,
adapterservice, ms- adapterservice, ms-
DbpEventManager
genericconfig genericconfig

Payments,
- -
TransactionLimitsEngine

Payments,
- -
TransactionLimitsEngine
Payments,
TransactionLimitsEngine, - -
BulkPayments

Payments,
- -
TransactionLimitsEngine

- - -

- - -

TradeFinance - -

PortfolioManagement,
- -
OrderManagement

CardManagementMA - -

ForeignExchange - -

SavingsPot ms-savingspot ms-savingspot

FinanceManagement - -

ConsentManagement - -
 ms-storage, ms- ms-storage, ms-
corporatelos, ms- corporatelos, ms-
entitlements, ms- entitlements, ms-
Origination App, Infinity document, ms-party, document, ms-party,
Assist App ms-duediligence, ms- ms-duediligence, ms-
eventstore, ms- eventstore, ms-
adapterservice, ms- adapterservice, ms-
genericconfig genericconfig

ms-corporatelos,ms-
ms-corporatelos,ms-
entitlements, ms-
entitlements, ms-
Infinity Assist App document, ms-party,
document, ms-party,
ms-duediligence,ms-
ms-duediligence
genericconfig

Campaign ms-campaign ms-campaign

ms-party, ms- ms-party, ms-

-
duediligence duediligence

ms-holdings, ms- ms-holdings, ms-

-
arrangement arrangement

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -
- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -

- - -
 ms-accountaggregate, ms-accountaggregate,
ms-holdings, ms- ms-holdings, ms-
AccountAggregation arrangement, ms- arrangement, ms-
notification, ms- notification, ms-
adapterservice adapterservice
Other Tech Stacks require to be deployed Product Owner

Quantum Visualizer 9.4.4.0, Quantum Fabric

Satyapradeep
9.4.4.0

Vijay

Vijay

Vinoth

Aiswarya

Aiswarya

Varadha

Varadha
Varadha

Varadha

Vinoth

Sivaranjani/Shribharathi

Shrikanth Sayanam/Sivaranjani

Lakshmi

Shribharathi

Varadha

Shribharathi

Shribharathi

Vijay
 Vikesh Bothra, Vidhya Mohan

Vidhya Mohan

Aiswarya

Thiru

Thiru

- -

IRF Container, Infinity Publisher Container,

-
Infinity Provider Container, DES

- -

- -

- -

- -

Origination PAM, InfinityAssist PAM Vidhya Mohan

- Satyapradeep
- Vidhya Mohan

- Vijay

- Arvind Ram

- Vikesh

- Shribharathi

- Lakshmi

- Vikesh

- Vikesh

- Satyapradeep

- Vikesh

- Vikesh

- Vidhya Mohan

- Vidhya Mohan
Vijay

Lakshmi
S.No Questions

1 Should Infinity and Transact be in same release?

2 When we go with lower release of Transact, why we see decreased count in OOTB integration?

3 How to handle implementation with lower release of Transact?

4 How to decide about building the missing Transact feature at L3?

5 Can all missing features with lower release of Transact be developed as L3?

6 How to build missing Transact APIs? What is the effort to build APIs?

7 What is mean by missing Transact Application Functionalities?

8 What is mean by missing Transact Technologies?

 Answer

If both are on same release, we can expect the maximum number of out of the box integration to be available.
Assume, Infinity has 10 features OOTB integrated in R22 release of Infinity+Transact. Incase client uses lower release
of Transact, then OOTB connected features could be less – say if Transact R21 then 8 nos, further if Transact R20 then
6 nos.

With lower release of Transact, we will not have Transact features from the newer release of it.
New Transact features can be – Transact APIs, Transact Application Functionalities, Transact based Technologies.

Missing Transact features needs to be handled as L3 work (if only such missing functionalities are required for the
project)
Transact side LBA and LTA from Services team will review such features and decide.

This depends on what kind of feature is missing.

If Transact APIs are missing – this is very much to be handled at L3. As the APIs are based on Transact ISB configuration
on client’s Transact system.
If Transact Application Functionalities are missing – this can be built
If Transact Technologies are missing – this cannot be built

We have trainings and documentations to create new Transact APIs (on IRIS) from Workbench.
With the support from Product Team, CEM team and Global Competence Team from Services Organisation have
drafted the estimation and implementation guidelines about building new APIs for Infinity + Transact integration.
Partners can build these APIs.
Contacts from Global Competence (for Infinity) is Corina Manu, CEM team is Nataraj Sirisilla

This section has lot of combinations

Transact module integrated with Infinity release might not be available in lower release of Transact
Transact module integrated might not be used by Client (say Client uses AC instead of AR, LD instead of AL, FT instead
of PI, etc)
Artefacts to build Transact APIs might be available – Nofile enquiries, Versions, etc.

Transact APIs are built on a technology called IRIS

With further down lower release of Transact, IRIS might not be available. And in such case, we cannot build APIs in
Transact without any third-party tools.
Transact Technology team needs to be contacted here for more clarifications on Transact release supported with IRIS