Enquiries in T24 – An Introduction

TEMENOS EDUCATION CENTRE

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Conventions Used

 Applications in T24 are represented in BOLD UPPERCASE letters

 The fields in the applications are mentioned in UPPERCASE letters

 This learning unit is workshop based

Slide 2
Objectives

At the end of this learning unit , you will be able to

 Explain what is an Enquiry in T24

 Create Simple Enquiries in T24
 Execute Enquiries in T24
 Create Enquiries with Fixed Selection Criteria
 Create Enquiries with Runtime Selection Criteria
 Sort the output of an Enquiry and analyse the output

Slide 3
What is an Enquiry ?

 Applications in T24 are used to input and store data.

 Data can be viewed by using the SEE (S) function or the LIST (L)
function or the LONG LIST (L L) function.

 To generate user defined reports – ENQUIRY Application

 An enquiry is a query that is executed to fetch data from the database

and display the results in a user defined format

 In technical terms an enquiry is a ‘SELECT’ executed in order to fetch

data from T24.

Slide 4
Output of Default LIST function

Slide 5
Task 1

 Create a enquiry based on the CUSTOMER application in T24 which

lists the following fields - @ID , Mnemonic, Sector, Nationality and
Residence

Slide 6
Create the Enquiry

Slide 7
Create the Enquiry

Slide 8
Create the Enquiry

Slide 9
Output

Dynamic Selection
Criteria Box
3

Slide 10
Workshop 1 – Captivate Demo

 Create a report based on the LD.LOANS.AND.DEPOSITS application

in T24 which lists the following fields

 @ID ( Loan ID), CURRENCY, AMOUNT, MATURITY.DATE and

INTEREST.RATE

Slide 11
Task 2 – Dynamic selection criteria

 Create an Enquiry based on the CUSTOMER application in T24 which

lists the following fields - @ID (Customer ID), MNEMONIC, SECTOR,
and NATIONALITY.

 Execute the Enquiry to generate the report of customers who belong to

SECTOR 1001.

Slide 12
Create the Enquiry

Slide 13
Output

Slide 14
Task 3 – Headers in Enquiry Output

 Create a report based on the CUSTOMER application in T24 which lists the
following fields - @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and
RESIDENCE.

 The enquiry report will have two headers - ‘Temenos Training’ and ‘Customer
Details’

Slide 15
Create The Enquiry

Slide 16
Create The Enquiry

Slide 17
Create the Enquiry

 The HEADER field was used in earlier releases to display header text

Slide 18
Output

Slide 19
Workshop 2 – Captivate Demo

 Amend workshop 1 to include the following heading

Temenos Training
Default Loan List

 The column heading for the loan account number field needs to be
‘Loan Id’

Slide 20
Task 4 – Fixed and Dynamic Selection Criteria

 Create a report based on the CUSTOMER application in T24 which lists

the following fields
 @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
 Only customers with nationality US need to be displayed
 Value for SECTOR need to be obtained from the user at run time. Make
this input mandatory

Slide 21
Create The Enquiry

Slide 22
Create The Enquiry

Slide 23
Output

1
Denotes mandatory selection field
Only SECTOR field present, others removed

Fixed Selection always executed first followed by Dynamic Selection 2

Slide 24
Workshop 3 – Captivate Demo

 Amend the enquiry created to list only those loan accounts that have an
amount greater than 10000.
 Currency should be obtained from the user at run time

Slide 25
Task 5 – Multiple Selection Criteria

 Create a report based on the CUSTOMER application in T24 which lists the
following fields
 @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE
 Complex Condition to be used
 SELECT CUSTOMER WHERE (RESIDENCE = Value OR NATIONALITY =
Value) AND (SECTOR = 1000 OR 1001)

Slide 26
Create The Enquiry

Slide 27
Output

Slide 28
Workshop 4 – Captivate Demo

 Amend the enquiry to ensure data that meets the following condition
alone is retrieved from the database.

 Either currency has to be supplied or interest rate has to be supplied

and

 Amount must be greater than 10000.

Slide 29
Task 6 – Sort the Records

 Create an Enquiry for the LD.LOANS.AND.DEPOSITS application with the fields -

@ID, CURRENCY, AMOUNT and MATURITY DATE.

 Sort the records in the descending order of the value in the AMOUNT field.

Slide 30
Create The Enquiry

Slide 31
Create The Enquiry

Slide 32
Output

Slide 33
Default Application Enquiries In T24

 T24 provides default application Enquiries . The naming convention for

these Enquiries are %Application name.
 %ACCOUNT,%CUSTOMER etc

 When you execute the LIST (L) function on the command line ,
internally the T24 system invokes the built-in Enquiry of T24.

 However you can also modify these built-in Enquiries .

Slide 34
Setting Favourites for Enquiries

 The application EB.SELECTION.FAVOURITES in T24 allows users to

save selection criteria in enquiries as favourites.

 Favourites can be classified as User Specific and System Wide

Favourites

 Attribute NO.ENQUIRY.FAVOURITES is set to disable favourites.

Slide 35
User Specific Favourites

Slide 36
Output

Slide 37
Adding User Favourites

Slide 38
Output

Slide 39
System wide Favourites

Slide 40
Output

Slide 41
Quiz

 ENQUIRY is a function in T24 which is used to fetch data from the

database – True / False

 ENQUIRY.SELECT is the application which is used to execute the

enquiries - True / False

 Fixed selections in the enquiry are grouped using the OR operand - True /
False

 When you execute the LIST (L) function ,internally the T24 system invokes
the built-in Enquiry of T24 - True / False

 You cannot modify the built-in enquiries in T24 - True / False

Slide 42
Summary

 Enquiry is a query you ask T24 about the data it has stored

 Enquiries are created using ENQUIRY Application in T24

 ENQ is an abbreviation created for ENQUIRY.SELECT

 Ensure that you specify COLUMN values for all the fields in your
enquiry

Slide 43
Introduction to Enquiry - A review

You will now be able to,

 Explain what is an Enquiry in T24

 Create Simple Enquiries in T24
 Execute Enquiries in T24
 Create Enquiries with Fixed Selection Criteria
 Create Enquiries with Runtime Selection Criteria
 Sort the output of an Enquiry and analyse the output

Slide 44
More on Enquiries…

 Enquiries can display data in various formats like

 Pie charts
 Bar charts
 Reports that allow data to be edited not just viewed
 Reports with images
 Reports with sub totals, grand totals etc..

 Enquiries enables user defined subroutines to be attached in order to

manipulate selection criteria and field values before they are displayed

Slide 45
Thank You

TEMENOS EDUCATION CENTRE

Warning: This document, is protected by copyright law and international treaties. No part of this document
may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of TEMENOS HEADQUARTERS SA Unauthorized
reproduction or distribution of this presentation or any portion of it, may result in severe civil and criminal
penalties, and will be prosecuted to the maximum extent possible under applicable law.” Information in this
document is subject to change without notice