CUS5 Introduction to Enquiry-R10 01.pdf

Welcome to the learning unit on Enquiries in T24 – An Introduction . In this learning unit you will learn about Enquiries in T24. You will also create simple enquiries that will fetch data from T24.

CUS5 Introduction to Enquiry-R09.03

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The conventions used in this learning unit are, 1.Applications in T24 are represented in bold uppercase letters. 2.The fields in the applications are mentioned in uppercase letters. 3. This learning unit is example based. First an example output will be shown then you will be taught the steps to create the Enquiry. At the end of each section a workshop is given to test your level of understanding.


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At the end of this learning unit you will be able to 1.Explain what is an Enquiry in T24 2.Create Simple Enquiries in T24 3. Execute Enquiries in T24 4.Create Enquiries with Fixed Selection Criteria 5.Create Enquiries with Runtime Selection Criteria 6. Sort the output of an Enquiry and analyse the output


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T24 is made up of different applications like CUSTOMER , ACCOUNT FUNDS.TRANSFER etc. An application validates and stores the data that is input.

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To view data from an application , you can do a LIST (L) of all the records. You can also view a particular record, if you know the record ID using the SEE (S) function. The LONG LIST (L L) function allows you to specify a selection criteria before the list of records are displayed to you. How do you create user defined reports that fetch and display data as you require? You can use the ENQUIRY application. T24 allows you to create your own reports, using the application ENQUIRY in T24. 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 and the results displayed in a user defined format


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1.You can view data by specifying the LIST (L) function from the command line of the browser. 2. The example shows CUSTOMER data when you use the LIST (L) function.


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This task teaches you to create a simple enquiry. The requirement for the task is as follows, The enquiry is based on the CUSTOMER application . The fields to be part of your enquiry are - @ID, MNEMONIC, SECTOR, NATIONALITY and RESIDENCE . Note: When discussing the use of fields in the ENQUIRY application, only RELEVANT fields are discussed and displayed in the screenshots.


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To create an enquiry in T24, you must create a record in the ENQUIRY application. The ID for your enquiry can be any meaningful alphanumeric text. The only special character allowed is ‘.’. You will now learn how to use the fields involved in creating a simple enquiry in T24. Before designing an enquiry, you must decide on the page layout. Does your report have a header? How many lines can be displayed per page of the report? The first field PAGE.SIZE allows you to do this. You will specify the number of lines for the header and number of lines for the body of the report separated by a comma. In this example four lines are allocated for the header and nineteen lines are allocated for the report. The whole idea about creating an enquiry is to extract data from a particular application in T24. The name of the application must be specified in the field FILE.NAME. In the example you are creating an enquiry for the CUSTOMER application. Each column in the report is an extracted field from the application. Each column must have a header that represents what data is being displayed. This header is mentioned in the field FIELD.NAME. The OPEARATION field holds the actual field name from the application that must be displayed. Tip: If you specify the actual field name from the STANDARD.SELECTION in the field FIELD.NAME, this value is defaulted in the OPERATION field too. This saves you some time during enquiry creation.


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Now that you have specified the contents of the column, where do you want the field to be displayed in the report ? You specify the order for the fields in the COLUMN field. The first field @ID is displayed in column one. If left blank, the column will not be displayed as part of the report. Note: Columns must always be specified in the correct order, meaning from left to right. The ENQUIRY application cannot display the output correctly if the columns are all mixed up. Tip: The values 1,2,3.. are sufficient for the ENQUIRY application to display values in the browser. For the enquiry to work in the CUI mode as well, you must put the exact spacing between the columns. For example, 5, 25, 45, 60 and so on. How do you specify the other columns to be displayed? FIELD.NAME is an associated multi value set. Multi-value the field FIELD.NAME to specify the other fields.


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Also specify the field name and order for the last two fields NATIONALITY and RESIDENCE. Value for the LENGTH.MASK field is defaulted by T24. You can adjust the length and justification of the field using the LENGTH.MASK field . Also the value in the field SINGLE.MULTI is defaulted by T24 depending on the nature of the field. This field can hold the value S or M.


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1. All enquiry records created must be authorised. Now how do you view the output of an enquiry? You must execute the enquiry. To execute it use the command ENQ followed by the enquiry (name) ID in the command prompt. ENQ is an abbreviation of the application ENQUIRY.SELECT. What do you think your enquiry will display? The 5 fields mentioned for all records in the CUSTOMER application, page by page. That is, by default, any enquiry is T24 displays all records from the application the enquiry is based on. Now what if you don’t want to see all records - consider a scenario where you want to view all customer records with SECTOR as 1000. Now where will you specify this selection criteria? 2. When you execute the enquiry, a Dynamic Selection Criteria box appears. This allows you to specify run time selection criteria based on all fields of the application the enquiry is based on. You may specify one or more conditions in the selection criteria box to filter out specific records from the database. The format of the criteria is . When you specify multiple conditions, there is a logical AND between them. Then click on the Find button to execute your enquiry. You will see that you can specify a selection criteria on any field of the CUSTOMER application. The list of fields displayed here matches the list of fields in the STANDARD.SELECTION record for the CUSTOMER application. 3.The enquiry result may consist of more than one page of results depending upon the number of records selected and the page size of the enquiry. You can use the Previous Page and the Next Page buttons to navigate between the pages.


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This is the workshop section of the learning unit. 1. Create a report based on the ACCOUNT application in T24 which lists the following fields 2. @ID (Account ID), MNEMONIC, CURRENCY, CATEGORY and WORKING.BALANCE Refer Captivate- Enq-WS1_demo.cp


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This task will teach you how to use the runtime selection criteria box when executing the enquiry. The requirement for the task is as follows,

1.Create an Enquiry based on the CUSTOMER application in T24 which lists the following fields - @ID (Customer ID), MNEMONIC, SECTOR, and NATIONALITY 2.Execute the Enquiry to generate the report of customers who belong to SECTOR (One thousand and one) 1001.


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Using the details from the previous slide, the enquiry you will create will look like this.


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1.In the dynamic selection criteria box you can specify conditions for the various fields and then “Find” the records that match the criteria. 2.Another way of doing this is to use the command line itself while executing the enquiry itself. ENQ TRG.ENQ.CUST.DETAILS SECTOR EQ 1001 Here the selection criteria is appended along with the execution request itself. What will you do if you want to specify the same condition the next time when you execute the enquiry? You can use the following command to use the last specified condition, ENQ TRG.ENQ.CUST.DETAILS LAST. The keyword word “LAST” instructs the system to use the last selection criteria used. Note: The Selection criteria is cached by T24 in the file F.ENQUIRY.SELECT.


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Your enquiry report can have headers. The report shown in this slide displays headers at the beginning of the output. This task aims at teaching you how to display headers in an enquiry output. The requirement for the task is as follows, 1,2. Create a report based on the CUSTOMER application in T24 which lists the following fields @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE. The header for the first column displayed needs to be ‘Customer Code’. The enquiry report will have two lines of headers displayed one below the other, ‘Temenos Training’ and ‘Customer Details’ are the two headers.


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Two header lines need to be displayed. You will see that by using the same FIELD.NAME multivalue set, you can display header lines. One thing to remember here is that the actual text displayed as header is specified in the OPERATION field. The value specified in FIELD.NAME is not the one which is displayed. Specify the first line of the header as “Temenos Training” . The text to be displayed as header should be enclosed within quotes. How do you tell T24 to display this text in the header? Using the COLUMN field, you must specify the position of the header – row and column details. The first value represents the column and the second value represents the row. These two values must be separated by a comma. Value for LENGTH.MASK field is defaulted by T24, yet it can be modified for display purpose. SECTION - It is not sufficient just to specify the row and column details. You must also use the field SECTION. Set this to ‘HEADER’ for the text to be displayed in the header of the enquiry output.


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You also need to display “Customer Code” as the header for the @ID field. How do you display the header for the @ID field ? FIELD.LBL - Header for a field is specified in the field FIELD.LBL . Header for the @ID field is specified in FIELD.LBL as ‘Customer Code’. If this field is left blank, value in FIELD.NAME field will be defaulted. Authorise your enquiry record and execute to view the results. Ensure that you specify COLUMN value for all the fields.


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In R7, header is specified in a different manner. The header is specified in the field called HEADER. As the HEADER is a Language specific field it allows you to display headers in different languages. Multiple lines of headings should be specified as sub-values of HEADER not multi-values. Multi-values are used for headings in a foreign language. The syntax is @(Column, Line) Temenos Training. Temenos Training is the header to be displayed. The screen shot above is for the remaining fields to be displayed.


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On execution of the enquiry, the two headers Temenos Training and Customer Details displayed . Note the column header for the first column has also changed.


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1. Amend workshop one to include the following heading Temenos Training and Default Account List 2. The column heading for the account number field needs to be ‘Account Number’. Refer : Enq-WS2_demo.cp


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This task teaches you to specify fixed selections and dynamic selection criteria in enquiries. Consider a scenario where a bank decides to provide an offer for the US customers who belong to a particular SECTOR .The SECTOR is specified at run time. How will you create an enquiry for the given requirement? 1.

Create a report based on the CUSTOMER application in T24.

2.

The fields to be displayed are @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE.

3.

Display only those customer records whose nationality is US

4.

The Value for the field SECTOR need to be obtained from the user at run time. Make this as a mandatory input.


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Your enquiry must only display customers whose NATIONALITY is US. This selection criteria is fixed at design time using the FIXED.SELECTION field in the ENQUIRY application. You can specify multiple fixed conditions if required. There is a logical AND between them. This is the primary condition which will be invoked when you execute the enquiry. This cannot be modified during execution. The format of FIXED.SELECTION is FIELD.NAME operand value. The required condition for this example is ‘NATIONALITY EQ US', where NATIONALITY is a field name and EQ is the operand. The fixed selections are always executed first, before the dynamic run time selection criteria that is entered. SECTOR is the dynamic selection criteria that must be specified when executing the enquiry. SECTOR will be part of the list of fields in the dynamic selection box. But we cannot ensure that the user will enter a criteria before clicking the ‘Find’ button. But the requirement is to make it mandatory at lunch time. Do you think you can set this up?


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To make a dynamic selection criteria mandatory, you must use a new set of fields in the ENQUIRY application. You must specify SECTOR in the field SELECTION.FLDS. If you want to change the label of the field that is displayed in the dynamic selection criteria, you can use SEL.LABEL. This multi-value set also allows you to hard-code the operand to be used in the dynamic selection criteria using the SEL.FLD.OPER (Selection Field Operand) Multiple operands can be given ,delimited by space. EQ stands for Equal to. You will get SECTOR field displayed in the Dynamic Selection Criteria box but how do you make SECTOR as a mandatory selection criteria? When the field REQUIRED.SEL is checked it makes the field mandatory at runtime. You will not be allowed to execute the enquiry unless you specify a value for SECTOR. When you first saw the dynamic selection criteria box, you noted that all fields of the application were displayed. When you use this multi-value set in the ENQUIRY application, only the fields defined here are displayed during run-time. If this multi-value set is not used, the dynamic selection box lists all fields.


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1. When you execute the enquiry, the Dynamic Selection Criteria box is displayed. It looks different from the ones you have seen before. 2. You can see customer records with NATIONALITY as US and SECTOR as three thousand five hundred and five.


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1.

Amend the enquiry created to list only accounts that have a positive working balance

2.

Value for the field Currency should be obtained from the user at run time

Refer Captivate - Enq-WS3_demo.cp


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In the previous task you learned to specify a fixed selection condition in an enquiry. Now you will learn to specify multiple fixed and dynamic selection conditions .You are required to create an enquiry that will list the Customers whose NATIONALITY or RESIDENCE is US. The enquiry should also only retrieve customer records that belong to SECTOR one thousand (1000) or one thousand one(1001). To design an enquiry for this requirement:

1,2 Create a report based on the CUSTOMER application in T24 which lists the following fields @ID (Customer ID), MNEMONIC, SECTOR, NATIONALITY and RESIDENCE

3. Condition to be used is SELECT CUSTOMER WHERE (RESIDENCE = Value OR NATIONALITY = Value) AND (SECTOR = 1000 OR 1001)


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You may often need to specify multiple conditions in the enquiry that you create. How do you link these conditions together? The multiple conditions can be grouped using the relational operators , ‘AND’ or ‘OR’. The given requirement states two dynamic selections and two fixed selections . FIXED.SELECTION - You need to retrieve customer records that belong to SECTOR 1000 OR 1001 . It is a fixed selection and the values are separated by the OR operand.Therefore specify this condition in FIXED.SELECTION field with the following syntax FIELD.NAME operand value1 value2. FIXED.SELECTION is a multi value field , you can multi value and specify the conditions which are based on different fields. The other task is to select customer records that has RESIDENCE or NATIONALITY as US. These are the dynamic conditions of your enquiry. How do you relate the two dynamic conditions? You need records that has either NATIONALITY or RESIDENCE as US. Therefore relate the two conditions using the ‘OR’ operator. This is specified in the field called REL.NEXT.FIELD. The REL.NEXT.FIELD provides two options namely AND , OR. Dynamic Selection Fields form a multi value set. By default all the dynamic selection conditions work with the AND operator. However you may also use the OR operand to group the dynamic selection conditions. Specify the other required fields and authorise the enquiry record.


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1.

When you launch the enquiry, it pops up a Selection Criteria box. This Selection Criteria box forces the user to enter values for RESIDENCE and NATIONALITY at run time. Enter the values for these fields and execute the enquiry to view the output.

2.

You can see the sample output of your enquiry. The enquiry output displays customers who either belong to SECTOR 1000 or 1001.


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1. Amend the enquiry to ensure data that meets the following condition alone is retrieved from the database. 2. Either the value for currency has to be supplied or the value for category has to be supplied And 3. Account should be a valid customer account. Hint : Internal accounts do not have a value in the field CUSTOMER

Refer Captivate -Enq-WS4_demo.cp


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In this task you will learn to sort the records in an enquiry. 1.

Create an Enquiry for the ACCOUNT application with the fields - @ID, ACCOUNT.NO, MNEMONIC , CURRENCY, CATEGORY, and WORKING.BALANCE.

2. Sort the records in the descending order of working balance.


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You need to sort records in the descending order of their WORKING.BALANCE . To do so you will use the field FIXED.SORT field in the ENQUIRY application FIXED.SORT- This field is used to specify fixed sorts for enquiry. Specify the name of the field that has to be sorted. By default the system sorts in ascending order. To sort the records in descending order specify DSND along with the field name. Do Authorise your enquiry and execute.


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This is a screen shot of the remaining fields to be displayed.


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On execution you will see the output with the field WORKING.BALANCE sorted in the descending order.


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1.

T24 provides built-in Enquiries. The naming convention for these Enquiries are %Application name. 1.1 Some of the built-in Enquiries are %ACCOUNT,%CUSTOMER, and %FUNDS.TRANSFER etc.

2.

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

3.

However you can also modify these built-in Enquiries.


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1.

The application EB.SELECTION.FAVOURITES can be utilized by the user and system administrators. This is to save specific enquiries based on selection criteria as favourite enquiries.

2. Depending on the structure of the record ID these saved records can be system wide (available to everyone) or for specific users. 3.

If a favourite for an enquiry is not required it can be disabled by setting the ATTRIBUTES field in ENQUIRY as NO.ENQUIRY.FAVOURITES. If this is set then the favourites do not appear when executing the enquiry.


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The following is a typical USER specific EB.SELECTION.FAVOURITES record with the ID defined in the format ENQUIRY*USER.ID, where ENQUIRY is a valid T24 enquiry. Specify the required selection criteria and the Name for your favourite in this record. In the above illustration (CATEG 1001 USD) and (CATEG 5001 GBP) are the 2 named favourites.


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When the user (Authoriser) logs into the system, these enquiry favourites are available under the headings CATEG 1001 USD and CATEG 5001 GBP as shown.


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The user can also create favourites when an ENQUIRY is launched. As an illustration, launch the default enquiry for customer security using the command ENQ %CUSTOMER.SECURITY. Make CUSTOMER.TYPE equals DEPOSITORIES as the preferred selection. Click on the ‘Add Favourite’ image. A prompt is displayed asking the user to key in a name for your favaourite. Eg. Depositories in our case.


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Once you give the name for your favourite you can see it listed in Favorites for that particular user.


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A system wide favourite can be created with Record ID with an valid T24 Enquiry Name without attaching a USER id to it. Eg. ACCT.BAL.TODAY. Now what is the difference between a User specific favaourite and a system wide favourite ? The system wide favourite is available for all T24 users who launch that specific enquiry whereas a User specific favourite appears only for that specific user and not for others.

Above is a screen shot displaying a system wide favourite defined in the EB.SELECTION.FAVOURITE application.


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In the above screenshot AUTHORISER tries to launch the ACCT.BAL.TODAY enquiry. As you can see both the system wide as well as the user specific favourite is made available for that user. A user specific favourite can be deleted by clicking on the favourite image shown with a (-) sign. An important information that we need to understand here is that a system wide favourite cannot be deleted by a normal user.


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1. ENQUIRY is a function in T24 which is used to fetch data from the database – True / False 2. ENQUIRY.SELECT is the command which is used to execute the enquiries - True / False 3. Fixed selections in the enquiry are grouped using the OR operand - True / False 4. When you execute the LIST (L) function, internally the T24 system invokes the built-in Enquiry of T24 - True / False 5. You cannot modify the built-in enquiries in T24 - True / False


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1.

False

2.

True

3.

False

4.

True

5.

False


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1. Enquiry is a query you ask T24 about the data it has stored. 2. Enquiries are created using ENQUIRY Application in T24. 3. ENQ is an abbreviation created for ENQUIRY.SELECT. 4. Ensure that you specify COLUMN values for all the fields in your enquiry.


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You can now explain about Enquiries in T24. You can also create simple enquiries that will fetch data from T24. You will now be able to, 1.

Explain what is an Enquiry in T24

2.

Create Simple Enquiries in T24

3.

Execute Enquiries in T24

4.

Create Enquiries with Fixed Selection Criteria

5.

Create Enquiries with Runtime Selection Criteria

6. Sort the output of an Enquiry and analyse the output


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ENQUIRY application in T24 displays data in various interesting formats. These graphical representation gives a better interpretation of the of the data in T24. 1. Enquiries can display data in various formats like

1.1. Pie charts 1.2 Bar charts 1.3 Reports that allow data to be edited not just viewed 1.4 Reports with images 1.5 Reports with sub totals, grand totals etc.. 2. Enquiries enables user defined subroutines to be attached in order to manipulate selection criteria and field values before they are displayed


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CUS5 Introduction to Enquiry-R10 01.pdf

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