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Enquiries in T24
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
What you will learn in this session q What is an Enquiry in T24 q Need for Enquiries in T24 q Creating Simple Enquiries
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
What is an Enquiry q A question you ask T24 about the data it has stored q They allow the user to select and extract information from one or many T24 applications
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Use of Enquiries in T24 q To produce reports for customers and for the bank itself q The easiest way to extract and view the data that is stored in T24 q Displaying results as pie and bar charts q Data can be sorted using Enquiries q Summary reports produced can be drilled down into more detailed reports using Enquiries q To create complex report with totals and sub totals q Results can be exported into Excel
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Simple Enquiries – Defining Fields q ENQUIRY Application is used in T24 to create enquiries
T24 Application Valid field name
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Simple Enquiry – Defining Fields (Contd)
Define these fields too Commit record Our first simple Enquiry on the CUSTOMER application is ready
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Simple Enquiry – Execution q To execute and enquiry, use this ENQUIRY.SELECT <enquiry name> NONE
Points to remember q Use abbreviation ENQ instead of ENQUIRY.SELECT q The key word NONE, when used, will not bring up a selection criteria box for the user. The Enquiry is executed directly.
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Simple Enquiry – Execution – Example
Use ENQUIRY.SELECT if the abbreviation does not exist Don’t use NONE if you want to execute some selection criteria
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Simple Enquiry – Execution – Example The text entered in FIELD NAME appears as column headings
25 records displayed per page because of the PAGE SIZE field in the ENQUIRY that has been set to 1,25
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Introducing Headings in an Enquiry
Syntax is @(Col,Row) Text Thus the enquiry will have two lines as heading
Text entered here will appear as column headings instead of what is entered in FIELD NAME
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Introducing Headings in an Enquiry
Change FIELD NAMES to lower case
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Execution of the Enquiry – With Headings These are defined in the HEADER field
Since we defined the FIELD LBL for only the first field, it appears as the column header. Note that all others have the Field Name as the column header
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Selection Criteria – Simple Conditions
The main selection criteria is specified here. Other conditions work on the records selected by this condition only. Smaller selections can be Mentioned based on values that are held in fields of the application. These can be made Mandatory if required.
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Execution of Enquiry – Simple Conditions q Execute the Enquiry by typing this in the command line ENQ TRG.ENQUIRY1 Selection criteria box appears
The “*” symbolises a mandatory Selection Criteria. Set REQUIRED SEL field In Enquiry to Y T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Execution of Enquiry – Simple Conditions
Fixed Selection
Mandatory Selection T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Selection Criteria – Complex Conditions q SELECT CUSTOMER WHERE (RESIDENCE = “US” OR NATIONALITY = “GB”) AND SECTOR = 1000
Condition 1 in the brackets. The User can decide the values to input
Condition 2 can be specified this way or it could be mentioned in the FIXED SELECTION if the SECTOR is fixed T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
Executing the Enquiry – Complex Conditions
Mandatory as described
Enquiry Output Nationality or Residence is US and Sector is 1000 T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV
What we have learnt so far q How to create a simple enquiry q How to execute an enquiry q How to add selection criteria and headings to an enquiry
T2ITT – R05 – 1.0
Copyright © 2005 TEMENOS HOLDINGS NV