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OFSA/OFSAA Training Classes

Hosting Options

CamArch training courses are offered as packaged training solutions which can be delivered in various locations globally. Due to Oracle licensing restrictions these classes are only available to licensed OFSA/OFSAA users. Public classes are no longer offered.

All costs are in US Dollars and do not include accommodation, travel or meals for attendees.

Minimum class sizes apply.

If you wish to make a booking or simply enquire further, please contact us.

Courses

Customized training is offered on the client site. This option enables you to host the training in your own facilities and be provided with training using your own copy of the production database at your site. The provision of this type of training frees up your staff to ask questions and raise issues where they may not feel free to do so in an open forum. It also provides a more relevant environment for your staff to practice their newly acquired skills.

Attendees are required to provide their own personal computer to enable them to participate in the hands-on classes. This PC should be as a minimum;

  • Windows 2000/NT or 98/XP
  • Pentium III 1GHz
  • 256Mb RAM
  • 5Gb Free Disk Space
  • Ethernet LAN enabled (100Mbit NIC preferred)

Minimum class sizes and an environment setup fee of $2000.00 apply however CamArch will discount the quoted cost by 10% for this option.

If you wish to make a booking or simply enquire further, please contact us at sales@camarch.com.au

Fixed Price Packaging Options

CamArch also offers a series of packaging options for specific purpose implementations. For example the TP Implementation Package includes;

  • Introduction to OFSA (Concepts & Structures)
  • Data Origination – Methods & Policies
  • Transfer Pricing Concepts
  • OFDM Tables and Structures
  • TP User
  • Cashflow Methods & Policies
  • Rate Manager User

The benefit of taking this package is that it incorporates all the requisite courses required to implement, run and maintain a typical Funds Transfer Pricing implementation in a retail bank. By taking this bundled training option, CamArch will discount the overall quoted cost by a further 5% giving you a cost effective means of training your staff for a simple implementation. As mentioned previously, minimum class sizes apply to this option also.

Enquire about a packaged training option here.

General OFSA Series

Reference: 00145x

Introduction to OFSA (Concepts & Structures)

Audience: New Customers (IT and Business), implementation consultants, sales staff

Aim:

  • To communicate the basic concepts and reasons for using OFSA
  • To familiarize attendees with OFSA terminology and structures
  • To provide base level of understanding for follow-up courses

Reference: 00245x

Installing OFSA

Audience: New Customers (IT), implementation consultants

Aim:

  • Understand the installation & setup process
  • Install the client software

Reference: 00345x

Installing OBP/Express/OFA

Audience: New Customers (IT), implementation consultants

Aim:

  • Understand the installation & setup process
  • Installing the Oracle Application Server
  • Define the security layer

Reference: 00545x

Data Origination – Methods & Policies

Audience: New Customers (IT and Business), implementation consultants

Aim:

  • Outline the data requirements of the OFDM
  • Workshop the ETL process using case studies

Reference: 00645x

Transfer Pricing Concepts

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the concepts of funds transfer pricing
  • Understand the logic and benefits of FTP

Reference: 00745x

OFDM Tables and Structures

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the structures of the OFDM
  • Understand the OFDM security layer

Reference: 00845x

PA User

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the performance analyzer interface
  • Understand the design process for allocation rules
  • Understand the performance implications of allocation design

Reference: 01045x

OFSA Administration

Audience: Customers (Business), Implementation Consultants

Aim:

  • Develop skills to maintain the OFDM

Reference: 01145x

Month End Processing – Automation and Integration

Audience: Customers (IT and Business), Implementation Consultants

Aim:

  • Explain the end to end process of a typical enrichment/reporting cycle
  • Understand the critical path of the enrichment processes
  • Communicate the time criticality of reconciliation and corrections
  • Understand the steps required to automate the month end process
  • Workshop the month end process using case studies

Transfer Pricing Series

Reference: 01245x

Rate Manager User

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand rate manager concepts
  • Develop skills to create and maintain rates for the OFDM

Reference: 01345x

TP User

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the mechanics of FTP methodologies
  • Understand the performance implications of selecting FTP methods
  • Develop skills to create and maintain Transfer Pricing rules and processes

Reference: 01445x

Cashflow Methods & Policies

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the cashflow engine
  • Interpreting results
  • Develop skills to apply appropriate cashflow methods

Reference: 01545x

Advanced Transfer Pricing I – Component Based TP

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand value proposition of component based FTP rates
  • Define component based FTP rules

Reference: 01645x

Advanced Transfer Pricing II – Calculating Option Costs

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand value proposition of quantifying product option costs
  • Develop skills to define and calculate option costs

Discoverer for OFSA Series

Reference: 01745x

Discoverer User for OFSA

Audience: Customers (Business), Implementation Consultants

Aim:

  • Define reports
  • Generate multi-dimensional reports and charts
  • Understand the analytical functions
  • Scheduling and batching of reports
  • Accessing standard OFSA/OFDM reports

Reference: 01845x

Discoverer Admin for OFSA

Audience: Customers (Business), Implementation Consultants

Aim:

  • Install and configure Discoverer
  • Customize the end user layer
  • Maintaining and securing the EUL
  • Optimizing performance
  • Warehouse reporting architecture

Reference: 01945x

Applied ROLAP Reporting for OFSA

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the typical requirements of multi-dimensional reporting in an OFSA environment
  • Outline how OFSA interacts with Discoverer
  • Workshop advanced ROLAP reporting concepts using case studies

Budgeting & Planning Series

Reference: 02045x

BP User

Audience: New Customers Business/IT, implementation consultants

Aim:

  • Understand the OBP user interface
  • Understand the setup and maintenance tasks
  • Develop skills to enter and use OBP data

Reference: 02145x

Introduction to Cashflow Methods

Audience: New Customers Business/IT, implementation consultants

Aim:

  • Understand the OBP cashflow models
  • Understand the impact of different models on data input and forecast results

Reference: 02245x

BP Administration

Audience: New Customers Business/IT, implementation consultants

Aim:

  • Understand the OBP environment
  • Develop skills to maintain the OBP environment

Reference: 02345x

OFA User

Audience: New Customers (Business and IT), implementation consultants

Aim:

  • Understand the purpose of using OFA
  • Develop skills to create and maintain OFA objects / reports
  • Understand the maintenance and administration requirements

Reference: 02445x

OFA Administration

Audience: New Customers (Business and IT), implementation consultants

Aim:

  • Understand the purpose of using OFA
  • Understand the maintenance and administration requirements
  • Understand the security architecture

Reference: 02545x

Express / Application Server for MIS/DBA

Audience: New Customers (IT and MIS), implementation consultants

Aim:

  • Basic understanding of multi-dimensional databases
  • Understand the Express / OBP architecture
  • Understand Express Concepts and Structures
  • Understand administration and maintenance requirements

Reference: 02645x

Applied Budgeting and Planning I – Automated Modeling and Forecast Tuning Methods

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the impact of complex hierarchies and attributes to BP solves
  • Understand the steps of automation in the month end enrichment cycle
  • Understand tuning methods and policies
  • Workshop the automation process using case studies

Reference: 02745x

Applied Budgeting and Planning II - Advanced Balance Sheet Modeling (Applying Variables to Balance Sheet Forecasts)

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the BP Cashflow Engine
  • Understand the impact of prepayments to the forecast results
  • Understand the impact of new business assumptions
  • Communicate the usefulness of deterministic methods in setting forecast variables

Reference: 02845x

Applied Budgeting & Planning III – Advanced Salaries Modeling

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the BP Data Model
  • Defining custom objects
  • Communicate methods and policies for salaries forecasting
  • Discuss the impact of multi-dimensional salaries forecasts and inputs
  • Discuss the process of relating salaries forecasts to balance sheet forecasts
  • Discuss the use of linear regression to determine pay level variables
  • Discuss the impact of activity based costing and its application to forecasts
  • Workshop salaries forecast methods and policies using case studies

Reference: 02945x

Applied Budgeting & Planning IV – Advanced Capital Expenditure & Projects Modeling

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the BP Data Model
  • Defining custom objects
  • Communicate methods and policies for non salaries expense forecasting
  • Discuss the impact of multi-dimensional non salaries expense forecasts and inputs
  • Discuss the process of relating projects forecasts to balance sheet forecasts
  • Discuss the use of linear regression to determine expense variables
  • Discuss the impact of activity based costing and its application to forecasts
  • Discuss projects and their impact on the performance based plan
  • Workshop CAPEX and Project forecast methods and policies using case studies

Risk Manager Series

Reference: 03145x

Risk Manager User

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the Risk Manager interface
  • Understand the process of creating and saving process ID’s
  • Understand how Risk Manager interacts with the OFDM
  • Understand the mechanics of Risk Manager methodologies
  • Understand the performance implications of applying methodologies
  • Understand the rate manager module

Reference: 03245x

Rate Manager User

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand rate manager concepts
  • Develop skills to create and maintain rates for the OFDM

Reference: 03345x

Cashflow Methods & Policies

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understand the cashflow engine
  • Interpreting results
  • Develop skills to apply appropriate cashflow methods

Reference: 03445x

Applied Risk Manager I – Scenario Modeling and ALM Reporting

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understanding the value proposition of Scenario modelling
  • Understanding drivers available for new business
  • Applying prepayment assumptions to current and forecast business
  • Leveraging multi-dimensional reporting
  • Develop and evaluate hedging strategies

Reference: 03545x

Applied Risk Manager II – Stochastic Modeling and ALM Reporting

Audience: Customers (Business), Implementation Consultants

Aim:

  • Understanding VAR and EAR principals
  • Understanding drivers available for new business
  • Applying prepayment assumptions to current and forecast business
  • Developing stochastic assumptions
  • Understanding the sensitivity of outputs to assumptions
  • Leveraging multi-dimensional reporting
  • Develop and evaluate hedging strategies

Master Class Series – Private Workshops Only

Reference: 03645x

Implementing Advanced Customer Profitability Using OFSA

Audience: New customers (Business), implementation consultants

Cost: POA

Time: 2 days

Aim:

  • To communicate the fundamental concepts behind customer profitability
  • Understand the methods and policies of customer profitability
  • Communicate the complexities of the CIF / CRM relationship in a multi-jurisdictional environment
  • Workshop customer profitability using case studies

Reference: 03745x

Implementing Advanced Multi-Dimensional Profitability Using OFSA

Audience: New customers (Business), implementation consultants

Cost: POA

Time: 2 days

Aim:

  • To communicate the fundamental concepts behind multi-dimensional profitability
  • Understand the methods and policies of customer profitability
  • Communicate the complexities of the CIF / CRM relationship in a multi-jurisdictional environment
  • Workshop multi-dimensional profitability using case studies

Reference: 03845x

Commission Payments – Methods and Policies

Audience: Customers (Business), Implementation Consultants

Cost: POA

Time: 1 day

Aim:

  • Discuss trends relating to commission payments in business origination and their impact on the traditional banking model
  • Understanding the value proposition of commission payments on business origination
  • Understanding the performance drivers of a commission payments system
  • Using events to drive automated decision rules
  • Differentiating between treatment of upfront and trailing commission payments
  • Generating commission payment journal entries to pass to the general ledger
  • Workshop commission payment system using case studies

Reference: 03945x

Generating Economic Break Costs

Audience: Customers (Business), Implementation Consultants

Cost: POA

Time: 1 day

Aim:

  • Understand the value proposition of implementing economic break cost calculations
  • Discuss the impact of economic break costs on the customer, originator and funding center
  • Utilizing existing data to identify prepayment events
  • Differentiating between full and partial prepayment events
  • Define materiality parameters for processing
  • Generating economic break cost journal entries to pass to the general ledger
  • Workshop implementing economic break costs using case studies

Reference: 04045x

Introduction to Strategic Enterprise Management for Financial Services

Audience: New customers (IT and Business), implementation consultants, sales staff

Cost: POA

Time: 1.5 days

Aim:

  • To communicate the fundamental concepts behind strategic enterprise management. Why you do it, how you do it and what tools you do it with.
  • Outline the benefits of SEM to a financial services organization.
  • Use case studies to reinforce the principals of SEM

Reference: 04145x

Constructing an Economic Enrichment Framework in a Financial Services Environment

Audience: New customers (Business), implementation consultants

Cost: POA

Time: 2 days

Aim:

  • Outline the principals and concepts of EVA
  • Communicate the importance of EVA in a modern banking context
  • Workshop the EVA implementation path
  • Understand the methods of tuning the EVA forecast model
  • Understand VAR, EAR and RAROC and how they influence economic outcomes
  • Use case studies to workshop the benefits of economic modeling

Reference: 04245x

Optimal Reporting Frameworks – performance/management trade-offs & usefulness

Audience: New customers (IT & Business), implementation consultants

Cost: POA

Time: 1.5 days

Aim:

  • Outline the OFSA reporting strategy and reporting data mart basics
  • Outline multi-dimensional reporting and its usefulness in knowledge discovery and hypothesis testing
  • Communicate the steps required to design an efficient, user-friendly enterprise reporting layer
  • Workshop the design and implementation of both ROLAP and OLAP reporting frameworks

Reference: 04345x

Data Mining and CRM – The analytical approach to managing customers

Audience: New customers (IT & Business), implementation consultants

Cost: POA

Time: 2 days

Aim:

  • Understand data mining concepts and methods in a financial services environment
  • Understand the complexities of data mining in a CRM context (i.e. analytical CRM) – lifetime valuation, propensity modeling and credit risk
  • Outline the use of data warehouse to support knowledge discovery and hypothesis testing
  • Workshop the design and implementation of analytical CRM methods and concepts
  • Communicate and discuss case studies of analytical CRM in Financial Services
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