ACI TRAINING ACADEMY 2020 COURSE CATALOG - ACI Worldwide
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TABLE OF CONTENTS INTRODUCTION..................................................................................................................................................................... 3 ACI® PAYMENT TESTING™ (ASSET™) TRAINING...................................................................................................... 5 BASE24-eps® TRAINING..................................................................................................................................................... 6 ACI CARD AND MERCHANT MANAGEMENT™ SOLUTIONS TRAINING.......................................................... 11 ACI MONEY TRANSFER SYSTEM™ TRAINING........................................................................................................... 15 ACI PAY.ON® PAYMENTS GATEWAY™ TRAINING..................................................................................................... 18 POSTILION® TRAINING....................................................................................................................................................... 19 ACI PROACTIVE RISK MANAGER™ TRAINING.......................................................................................................... 24 ACI ReDi™ TRAINING............................................................................................................................................................ 25 ACI ReD SHIELD® TRAINING............................................................................................................................................. 26 ACI UNIVERSAL ONLINE BANKER™ TRAINING........................................................................................................ 28 UP® FRAMEWORK™ TRAINING........................................................................................................................................ 29 REAL-TIME PAYMENTS TRAINING.................................................................................................................................. 35 2
INTRODUCTION ACI Worldwide powers electronic payments for more than 6,000 organizations around the world. The ACI® Training Academy™ empowers ACI’s customers to fully leverage ACI’s solutions to execute $14 trillion each day in payments and securities. The ACI Training Academy offers flexible, powerful training in multiple formats: self-paced eLearning, instructor-led courses and hands-on virtual training. Through a wide range of educational content and multiple learning formats, we’re ready to universally empower your team to succeed. ACI is committed to providing the highest standard of product and solution education via the ACI Training Academy. Recognizing that every customer is different, ACI with ACI technology. As a result, investing in well- offers a blended approach to learning that includes trained employees will enable your business to instructor-led training and self-paced eLearning. The provide a much greater level of service to your instructor-led training courses can be conducted customers, whether they are internal or external. at one of several ACI facility training centers or as a dedicated event at your location. Select courses can OUR UNIVERSAL PAYMENTS TRAINING EXPERTS be facilitated remotely and include virtual, hands-on BRING REAL-WORLD PERSPECTIVE TO YOUR training labs. TRAINING EVENT With decades of industry experience, ACI trainers ACI eLearning courses are available through ACI’s are able to not only deliver specific course materials, Learning Management System and enables any but also call upon real-world scenarios to provide user with internet access to search, register and examples of how solutions have been successfully access eLearning courses 24x7x365. Managers leveraged around the world. and administrators can create learning paths, view employee training records and generate valuable CUSTOMIZED AGENDAS ARE TAILORED TO usage reports. YOUR UNIQUE NEEDS ACI’s instructor-led courses have a well-rounded This catalog provides a description of the most agenda to meet the needs of the learner, and many common instructor-led and eLearning training of these same standard courses can also be tailored courses. ACI courses are designed by our experts to meet your unique business needs. If you need a to include just the right mix of both theory and tailored training experience, our team of training practical sessions, allowing students to work experts can consult with you to craft a unique through real business scenarios and put their experience, and our eLearning design experts can newly learned skills to use. This hands-on approach also create customized and specially-designed ensures that knowledge is retained and students are eLearning for both your team and your customers. more productive upon their return to the workplace. Customized learning content ensures your Most ACI instructor-led training courses can be customers and employees learn in an environment delivered at customer premises or at one of the ACI similar to what they will use every day. offices. When planning for education, we’ll work with you to explore your organization’s training Whether it’s standard training or a tailored delivery, needs, and propose appropriate courses and we take a structured and customer-specific timetables to ensure that those needs are met. approach to the delivery of the education so that your team is able to maximize your investment in ACI’s experience has shown that a well-trained team the training. member is more productive, experiences fewer support calls and enjoys higher overall satisfaction To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 3
COURSE MATERIALS “LET ME EXPRESS EFTCORPS’ Product-specific materials will be supplied which may include documentation, training manuals, PROFOUND GRATITUDE TO YOUR lab exercises and PowerPoint slides. For courses TEAM, ESPECIALLY RINSKE AND delivered at your location, materials are typically LEN. WE HAD A VERY SUCCESSFUL delivered electronically, and we encourage you to make printed copies available to your students TRAINING SESSION AND I CAN SAY attending the class. THE ENTIRE THREE WEEKS WAS VERY PRODUCTIVE. THE MOST IMPRESSIVE COURSE FEES All appropriate costs will be defined in the contract THING IS THAT WE HAVE A GROUP OF and will be based on the education being delivered SATISFIED PARTICIPANTS WHO HAVE and the course duration. Travel and living expenses BEGUN ADVOCATING FOR A SECOND are billed separately and are not included in the course fees for instructor-led training sessions ROUND FOR THEIR COLLEAGUES conducted at remote locations (not at ACI). WHO COULD NOT MAKE IT DUE TO Customized courses may carry an additional fee if OVER SUBSCRIPTION. I WISH TO custom course development and/or unique material preparation is requested and needed. SAY THAT WE AT EFTCORP LOOK FORWARD TO RUNNING MORE OF SCHEDULING eLearning courses are available online 24/7/365 SUCH PROGRAMS NOT JUST FOR to all students with internet access. Scheduling OUR CUSTOMERS, BUT FOR THE the delivery of instructor-led training courses is ENTIRE POSTILION USER BANKS IN discussed during the consultancy call and can be finalized either in the contracting phase or as a GHANA AND HOPEFULLY ACROSS part of your overall project planning. ACI will work OUR BORDERS.” directly with you to ensure the training is timed to Francis Akumpule the greatest advantage of your learners. EFT Ghana Limited CANCELLATIONS AND NO-SHOWS Customers should notify ACI as soon as possible if training is to be cancelled/rescheduled. Customers will be responsible for any additional fees associated with cancellation or change of travel plans. In addition, any cancellation or reschedule request received within seven business days of scheduled training dates may result in a charge of up to a half day of training. Some ACI classroom events become wait-listed. As a result, no-show student attendees who fail to cancel their enrollment outside of seven business days’ notice may be charged up to one half of the course fee. 4
AUDIENCE Developers, technicians or power users ACI® PAYMENT PREREQUISITES ASSET User Training, understanding of TESTING™ (ASSET™) programming language concepts, Microsoft Excel and a technical background WHO AND WHAT Client training for the ASSET™ solution is delivered DELIVERY MODE in a traditional classroom setting. Instructor-led Instructor-led training training is a mixture of lecture and hands-on activities, with participants working with fully- DURATION functioning training environments to complete 2 days skills-based labs. Sessions vary in length depending upon the course content selected. RECOMMENDED LEARNING LEVELS OF TRAINING PATHS There are various classes available to support the learning needs of distinct audiences. Review the ASSET administrators and system users: course offerings below for more information. ASSET™ USER TRAINING ASSET USER TRAINING DESCRIPTION This training course covers the functionality ASSET developers and technicians: provided by the ASSET interface. During the course, students will learn about the components that make up an ASSET testing environment, executing tests, ASSET USER TRAINING examining test results and generating reports from testing results. The ASSET scripting environment is covered at a high level. AUDIENCE ASSET DEVELOPER All users of ASSET TRAINING PREREQUISITES Basic understanding of payment systems and message concepts (e.g., ISO 8583) WHERE TRAINING CAN BE CONDUCTED DELIVERY MODE Instructor-led training Courses are presented at ACI training facilities and on client premises; some course exceptions apply and DURATION are noted in the course notes above. Client premises 2 days would need to meet our venue requirements to ensure the success of the onsite training experience. Please contact our learning services team for more ASSET DEVELOPER TRAINING information. DESCRIPTION This training course is for users who want to develop their own testing repositories and scripts, or understand advanced ASSET features in order to enhance scripts that are already available. To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 5
AUDIENCE BASE24-eps administrators and project managers BASE24-eps® PREREQUISITES TRAINING Basic understanding of the consumer payments industry WHO AND WHAT DELIVERY MODE Client training for the BASE24-eps® solution is eLearning delivered in a traditional classroom setting. DURATION Instructor-led training is a mixture of lecture and Approximately 2 hours hands-on activities, with participants working with fully-functioning training environments to complete skills-based labs. Sessions vary in length depending BASE24-eps FOR SECURITY upon the course content selected. ADMINISTRATORS LEVELS OF TRAINING DESCRIPTION There are various classes available to support the The Security Administrator course is designed for learning needs of distinct audiences. Review the users who need to know how the BASE24-eps course offerings below for more information. application functions at a high level, focusing primarily on user and transaction security functionality. The topics covered include the ACI BASE24-eps® FOR desktop user interface, ACI desktop user security ADMINISTRATORS AND and a variety of transaction security concepts. PROJECT MANAGERS Upon completion, users will have an understanding DESCRIPTION of BASE24-eps user and transaction security, This eLearning course is geared to those that providing them with a solid foundation to learn need to know how the BASE24-eps application more complex BASE24-eps topics and sufficiently works from a high level. The topics covered here interact with more experienced users. provide a general understanding of the application, establishing the groundwork to sufficiently interact AUDIENCE with those that know the application at a much BASE24-eps security administrators deeper level or to prepare learners for additional BASE24-eps courses. PREREQUISITES Basic understanding of the consumer payments The course provides a high-level view of the industry BASE24-eps application, an introduction to the processing functions of the integrated server DELIVERY MODE process and a discussion of the various processes eLearning that provide the necessary functions expected of a payment processing network. Additionally, it covers DURATION starting and navigating the ACI desktop. Approximately 3 hours It also covers ACI desktop help features and the BASE24-eps documentation. 6
BASE24-eps FOR SYSTEM BASE24-eps FOR TECHNICIANS OPERATORS DESCRIPTION DESCRIPTION The System Technician course is designed for users The System Operators course is designed for users who need to know how the BASE24-eps application who need to know how the BASE24-eps application functions at a high level, introducing scripting functions at a high level, introducing the processing fundamentals and various database configurations, functions of the integrated server process and a such as routing, device and customer management. discussion of the various processes that provide Journal configurations, such as perusal and query, the necessary functions expected of a payments are also included. Upon completion, users will have processing network. Additionally, the course covers an understanding of how to best configure the the ACI desktop, how to start the desktop client, BASE24-eps system to meet their needs, providing and how to navigate the desktop and access help them with deeper knowledge to enable more features. Upon completion, users will have an technical interaction with the system. understanding of BASE24-eps user and transaction security, providing them with a solid foundation AUDIENCE to learn more complex BASE24-eps topics and BASE24-eps technical operators sufficiently interact with more experienced users. PREREQUISITES AUDIENCE Intermediate understanding of the BASE24-eps BASE24-eps system operators application and basic understanding of the consumer payments industry PREREQUISITES Intermediate understanding of the BASE24-eps DELIVERY MODE application and basic understanding of the eLearning and cyber labs consumer payments industry DURATION DELIVERY MODE 4 hours; 3 hours cyber labs eLearning and cyber labs DURATION 3 hours; 2 hours cyber labs To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 7
BASE24® TO BASE24-eps BASE24-eps ADVANCED MIGRATION TRAINING SCRIPTING TRAINING DESCRIPTION DESCRIPTION This course is intended to provide learners with a Aimed at developers and technicians who high-level understanding of BASE24® migration wish to develop their own scripts and/or strategies and methodologies to better prepare understandadvanced BASE24-eps scripting features them for an upcoming or ongoing BASE24 to in order to enhance scripts already available. BASE24-eps migration project. AUDIENCE AUDIENCE Anyone interested in BASE24-eps scripting Anyone who would like a high-level overview of functionality and how it applies to authorization and migrating from BASE24 to BASE24-eps. journal access DELIVERY MODE PREREQUISITES Instructor-led training or eLearning BASE24-eps Application Processing and Configuration Training DURATION Instructor-led: 2.5 hours DELIVERY MODE eLearning: 30 minutes Instructor-led training DURATION BASE24-eps APPLICATION 5 days PROCESSING AND CONFIGURATION TRAINING DESCRIPTION This comprehensive course provides a detailed explanation of the concepts, features and functionality of the BASE24-eps payments engine from a standard practices perspective. Additionally, practical hands-on lab exercises are provided to reinforce theoretical knowledge with an understanding of how to deploy and implement configuration records in the system efficiently and effectively. AUDIENCE Anyone interested in the BASE24-eps product, transaction processing features or business logic as it relates to BASE24-eps, as well as those responsible for configuring and maintaining the BASE24-eps application PREREQUISITES Basic understanding of the consumer payments industry; BASE24-eps eLearning (optional) DELIVERY MODE Instructor-led training DURATION 5 days 8
BASE24-eps CUSTOMIZATION BASE24-eps INSTALLATION TRAINING TRAINING DESCRIPTION DESCRIPTION Aimed at developers and technicians, this course This comprehensive course provides a detailed provides instruction for customizing BASE24-eps explanation of the entire BASE24-eps 3.0 C++ components. installation procedure, from the pre-installation tasks through to the ACI desktop UI installation AUDIENCE process and the initial post-installation system Anyone who is responsible for modifying existing start-up. All installation examples are based on the code to create new functionality within BASE24-eps Linux RHEL operating system and the PostgreSQL open source database. PREREQUISITES BASE24-eps Application Processing and AUDIENCE Configuration Training, competence with Anyone interested in installing and implementing object-oriented programming principles and C++ the BASE24-eps product and installing the ACI programming language desktop user interface DELIVERY MODE PREREQUISITES Instructor-led training at an ACI location only Basic understanding of the BASE24-eps payments engine DURATION 3 days DELIVERY MODE Virtual instructor-led training and eLearning DURATION Virtual instructor-led training: 1 day via two 3-hour sessions eLearning: 40 minutes To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 9
RECOMMENDED LEARNING BASE24-eps system operators: PATHS BASE24-eps FOR SYSTEM Administrators and project managers: OPERATORS BASE24-eps FOR ADMINISTRATORS AND BASE24-eps APPLICATION PROJECT MANAGERS PROCESSING AND CONFIGURATION TRAINING BASE24-eps APPLICATION PROCESSING AND CONFIGURATION TRAINING BASE24-eps ADVANCED SCRIPTING TRAINING BASE24-eps security administrators: WHERE TRAINING CAN BE BASE24-eps FOR SECURITY CONDUCTED ADMINISTRATORS Courses are presented at ACI training facilities and on client premises. Client premises would need to meet our venue requirements to ensure the success of the onsite training experience. BASE24-eps APPLICATION PROCESSING AND CONFIGURATION TRAINING “I ONLY RECEIVED POSITIVE FEEDBACK ON THE TRAINING. I HAD SEVERAL COMMENTS THAT THIS WAS BASE24-eps developers and technicians: THE BEST TRAINING CLASS THEY HAD EVER ATTENDED.” BASE24-eps FOR Linda Moneymaker TECHNICIANS Alaska Option Services Corp. BASE24-eps APPLICATION PROCESSING AND CONFIGURATION TRAINING BASE24-eps ADVANCED SCRIPTING TRAINING BASE24-eps CUSTOMIZATION TRAINING 10
ACI ACQUIRER TRANSACTIONS AND SERVICE FEES TRAINING ACI CARD AND DESCRIPTION MERCHANT Provides an explanation of the transaction and service fees features, functions and concepts of MANAGEMENT™ the ACI Acquirer product, including configurable SOLUTIONS TRAINING pricing, service charge and fee calculations, and merchant-level overrides. WHO AND WHAT AUDIENCE Client training for the ACI Card and Merchant Client project team members interested in the ACI Management™ solutions is delivered in an eLearning Acquirer product format. It is designed for client project team members to fully explore and understand the PREREQUISITES features and functionality of the Card and Merchant ACI Acquirer Overview Training Management solution, including products ACI Acquirer™, ACI Issuer™ and ACI Interchange™. DELIVERY MODE eLearning LEVELS OF TRAINING The available courses support the learning needs of DURATION the user according to the functional set of the ACI 1 hour Acquirer, ACI Issuer and ACI Interchange products. Review the course offerings below for more information. ACI ACQUIRER MERCHANT MANAGEMENT TRAINING ACI ACQUIRER™ OVERVIEW DESCRIPTION TRAINING Provides an explanation of the merchant management features, functions and concepts DESCRIPTION of the ACI Acquirer product, including merchant This is our introductory-level course that provides agreement configuration, merchant models, an explanation of the basic features, functions and merchant structures and agreement models. concepts of the ACI Acquirer product. AUDIENCE AUDIENCE Client project team members interested in the ACI Client project team members interested in the ACI Acquirer product Acquirer product PREREQUISITES PREREQUISITES ACI Acquirer Overview Training Basic understanding of the card and merchant management industry DELIVERY MODE eLearning DELIVERY MODE eLearning DURATION 1 hour DURATION 1 hour To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 11
ACI ACQUIRER SETTLEMENT ACI ISSUER™ OVERVIEW TRAINING TRAINING DESCRIPTION DESCRIPTION Provides an explanation of the settlement features, This is our introductory-level course that provides functions and concepts of the ACI Acquirer product, an explanation of the basic features, functions and including settlement groups, billing options, concepts of the ACI Issuer product. frequency and time-zone processing. AUDIENCE AUDIENCE Client project team members interested in the ACI Client project team members interested in the ACI Issuer product Acquirer product PREREQUISITES PREREQUISITES Basic understanding of the card and merchant ACI Acquirer Overview Training management industry DELIVERY MODE DELIVERY MODE eLearning eLearning DURATION DURATION 1 hour 1 hour ACI INTERCHANGE™ OVERVIEW ACI ISSUER ACCOUNT TRAINING MANAGEMENT TRAINING DESCRIPTION DESCRIPTION This is our introductory-level course that provides Provides an explanation of the account an explanation of the basic features, functions and management features, functions and concepts of concepts of the ACI Interchange product. the ACI Issuer product, including processing rules, account structures and customer services. AUDIENCE Client project team members interested in the ACI AUDIENCE Interchange product Client project team members interested in the ACI Issuer product PREREQUISITES Basic understanding of the card and merchant PREREQUISITES management industry ACI Issuer Overview Training DELIVERY MODE DELIVERY MODE eLearning eLearning DURATION DURATION 1 hour 1 hour 12
ACI ISSUER PLASTIC ACI ISSUER TRANSACTION MANAGEMENT TRAINING MANAGEMENT TRAINING DESCRIPTION DESCRIPTION Provides an explanation of the plastic management Provides an explanation of the transaction features, functions and concepts of the ACI Issuer management features, functions and concepts product, including card management, authorization of the ACI Issuer product, including profiles, and limits. calculations, pricing, billing and statements. AUDIENCE AUDIENCE Client project team members interested in the ACI Client project team members interested in the ACI Issuer product Issuer product PREREQUISITES PREREQUISITES ACI Issuer Overview Training ACI Issuer Overview Training DELIVERY MODE DELIVERY MODE eLearning eLearning DURATION DURATION 1 hour 1 hour RECOMMENDED LEARNING PATHS ACI Acquirer administrators and system technicians: ACI ACQUIRER OVERVIEW TRAINING ACI ACQUIRER ACI ACQUIRER ACI ACQUIRER TRANSACTION AND MERCHANT SETTLEMENT TRAINING SERVICE FEES TRAINING MANAGEMENT TRAINING ACI Interchange administrators and system technicians: ACI INTERCHANGE OVERVIEW TRAINING To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 13
WHERE TRAINING CAN BE CONDUCTED Courses can be accessed 24/7/365 online via the ACI Training Academy Learning Management System. “WE HAVE RECEIVED THE INSTRUCTOR-LED TRAINING FROM ACI FOR OUR TWO MOST RECENT IMPLEMENTATIONS. IN BOTH INSTANCES THE TRAINING WAS INFORMATIVE AND THOROUGH. WE WERE ESPECIALLY IMPRESSED BY THE QUALITY OF THE TRAINING MATERIAL AND THE INSTRUCTOR’S KNOWLEDGE OF OUR PRODUCT. INTRODUCING A NEW PRODUCT TO STAFF CAN BE CHALLENGING. HOWEVER, HAVING ACI’S ASSISTANCE TO TRAIN YOUR STAFF WILL HELP TO ALLEVIATE THE STRESS THAT IS OFTEN FELT DURING A NEW PRODUCT IMPLEMENTATION.” Jill Spiller Branch Operations Delivery Channel Manager First Vice President First American Bank 14
ACI MONEY TRANSFER SYSTEM FOR ON-DEMAND CUSTOMERS ACI MONEY DESCRIPTION TRANSFER SYSTEM™ This course focuses on the essential operational tasks specific to Money Transfer System on-demand TRAINING implementations. Attendees can expect to receive training directly on their configured solution, WHO AND WHAT creating a high-impact learning session unique to Client training for the ACI Money Transfer System is their business. instructor led training, delivered on the configured client system to create the highest synergy between AUDIENCE the training content and the business-specific use Trainers, analysts, team administrators, supervisors, case. root administrators and system administrators LEVELS OF TRAINING PREREQUISITES The available courses are tailored based on the type None of Money Transfer System implementation. Review the course offerings below for more information. DELIVERY MODE Instructor-led training ACI MONEY TRANSFER DURATION SYSTEM™ OVERVIEW 5 days DESCRIPTION MONEY TRANSFER SYSTEM This course focuses on a high-level overview of Money Transfer System. Attendees can expect TRAINING FOR ON-PREMISE a demonstration of the functions within Money SYSTEMS Transfer System. This class is intended to provide a wholistic view of the capabilities of Money Transfer DESCRIPTION System. This class can also aid in the decision- This course focuses on the essential configuration making process on what functions within Money and operational tasks specific to Money Transfer Transfer System to configure. System implementations in a dedicated premise- based implementation. Attendees can expect to AUDIENCE receive training directly on their configured solution, Trainers, analysts, team administrators, supervisors, creating a high impact learning session unique to root administrators and system administrators their business. PREREQUISITES AUDIENCE None Trainers, analysts, team administrators, supervisors, root administrators and system administrators DELIVERY MODE Instructor-led training PREREQUISITES None DURATION DELIVERY MODE 2 days Instructor-led training DURATION 10 days To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 15
MONEY TRANSFER SYSTEM MONEY TRANSFER SYSTEM TRAINING FOR ON-PREMISE UPGRADE SYSTEMS WITH SEPA DESCRIPTION This course is concisely focused on experienced DESCRIPTION users who are upgrading their system to the latest This course is enhanced learning for Money release. The course consolidates topics into those Transfer System customers whose implementation most useful for customers to understand changes is premised-based and whose configuration and and enhancements within the current version. operations must also take into consideration the Single Euro Payments Area (SEPA). Attendees AUDIENCE can expect to receive training directly on their Trainers, analysts, team administrators, supervisors, configured solution, creating a high-impact learning root administrators and system administrators session unique to their business. PREREQUISITES AUDIENCE None Trainers, analysts, team administrators, supervisors, root administrators and system administrators DELIVERY MODE Instructor-led training PREREQUISITES None DURATION 3 days DELIVERY MODE Instructor-led training DURATION 15 days 16
MONEY TRANSFER SYSTEM MONEY TRANSFER SYSTEM REMOTE PAYMENTS INITIATION ENHANCED SANCTIONS (ESF) (RPI) TRAINING TRAINING DESCRIPTION DESCRIPTION This course provides an overview of RPI branch This course reviews the Money Transfer System processing interface, the web-based interface to Enhanced Sanctions (ESF) and includes “fuzzy Money Transfer System, used by bank branches, logic” processing and database creation. ESF is to create outgoing payments to Money Transfer designed to report in real time any sanctioned System and also inquire about payments processed entity’s transfers, such as from terrorists or by Money Transfer System. Upon completion, there sanctioned countries. It uses complex algorithms as is not only an understanding of using RPI, but also detection devices. of replacing the typical phone connection between branch and money transfer. AUDIENCE Trainers, analysts, team administrators, supervisors, AUDIENCE root administrators and system administrators Trainers, analysts, team administrators, supervisors, root administrators and system administrators PREREQUISITES Knowledge of the money transfer business PREREQUISITES Knowledge of the money transfer business DELIVERY MODE Instructor-led training DELIVERY MODE Instructor-led training DURATION 2 days DURATION 1 day RECOMMENDED LEARNING PATH The learning paths for Money Transfer System are based on the specific type of implementation as outlined in the course descriptions above. WHERE TRAINING CAN BE CONDUCTED Courses are presented onsite at the client location. To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 17
ACI PAY.ON RISK MANAGEMENT ACI PAY.ON® DESCRIPTION The Risk Management course focuses on the PAYMENTS description of the risk checks. Students will learn about the purpose of each risk check and how to GATEWAY™ TRAINING configure them. WHO AND WHAT AUDIENCE Client training for the ACI PAY.ON® solution All users of ACI PAY.ON; PSPs, ISOs, acquirers, ISVs, is delivered in both instructor-led and virtual and VARs and merchants instructor-led formats. Sessions vary in length depending upon the course content selected. PREREQUISITES Introduction to ACI PAY.ON LEVELS OF TRAINING The available course supports the learning needs DELIVERY MODE of the user in relation to the solution features and Virtual instructor-led training functionalities. Review the course offerings below for more information. DURATION 2 hours INTRODUCTION TO ACI PAY.ON® DESCRIPTION RECOMMENDED LEARNING This basic training course covers the functionality PATHS provided by the ACI PAY.ON Payments Gateway™. For all users, we recommend: During the course, students will learn about concepts, features and functionality of ACI PAY.ON that will enable them to manage and perform INTRODUCTION TO tasks in the portal by using the available tools to ACI PAY.ON configure, search, monitor and report. AUDIENCE All users of ACI PAY.ON; PSPs, ISOs, acquirers, ISVs ACI PAY.ON RISK and VARs, merchants MANAGEMENT PREREQUISITES None DELIVERY MODE WHERE TRAINING CAN BE Instructor-led training, virtual instructor-led training CONDUCTED and eLearning Courses can be accessed 24/7/365 online via the DURATION ACI Training Academy Learning Management Instructor-led and virtual instructor-led: 2 hours System. eLearning: 3 hours 18
POSTILION EFT OVERVIEW POSTILION® TRAINING DESCRIPTION This eLearning course intends to familiarize learners with the fundamental EFT terminology and WHO AND WHAT concepts that are used throughout in other Postilion Client training for the Postilion® solution is delivered training courses. in a traditional classroom setting, and in many cases is also available as an onsite event. Instructor- The module explains the process of point-of-sale led training combines valuable information and ATM transaction message flows and emphasizes with practical, relevant, hands-on activities with the role that each entity plays during this process, participants working in fully-functioning training and aims to provide an understanding of the environments to complete skills-based labs. structure and format of transaction messages. Sessions vary in length depending upon the course AUDIENCE content selected. Postilion system operators, administrators and technicians LEVELS OF TRAINING The available course supports the learning needs PREREQUISITES of the user according to their role in working with None the Postilion solution. Review the course offerings below for more information. DELIVERY MODE eLearning POSTILION® PORTAL FOR DURATION CUSTOMER SERVICE Approximately 2 hours DESCRIPTION This course equips participants to perform basic MONITORING POSTILION tasks using the portal, including viewing and managing card and customer records, finding DESCRIPTION transactions and managing portal users. Monitoring Postilion focuses on consoles that operators will need to access to monitor the health AUDIENCE of a Postilion installation. A financial institution’s customer service representatives (CSRs) and similar personnel who The course consists of six modules that discuss the are responsible for providing service to customers various Postilion products and their consoles and through the Payments Portal tabs that can be viewed in order to monitor the system, perform queries, view trace files, etc. PREREQUISITES None AUDIENCE Operators and administrators DELIVERY MODE eLearning PREREQUISITES Postilion EFT Overview or equivalent knowledge DURATION Approximately 2 hours DELIVERY MODE eLearning DURATION Approximately 2.5 to 3 hours To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 19
POSTILION BASIC TRAINING POSTILION SPECIALIZED TRAINING: PostCard DESCRIPTION This course equips participants with the knowledge DESCRIPTION to operate Postilion effectively. It provides an The goal of this course is to equip participants understanding of Postilion’s functionality, focusing with the knowledge to configure Postilion on tasks that operators and administrators are likely PostCard as part of an installation of an ACI to perform regularly. The course can be tailored payments system. The four modules detail how with elective modules as applicable. to configure PostCard to process transactions, perform stand-in and full authorization, various AUDIENCE validation services, PIN and card verification, System monitors, administrators, as well as card production, including production of configuration and development team members temporary and gift cards, and EMV services. PREREQUISITES AUDIENCE There are no formal prerequisites for this training, Postilion administrators and configuration but a basic understanding of Windows and technicians responsible for configuring a relational databases is assumed. PostCard system to perform services to issuers DELIVERY MODE PREREQUISITES Instructor-led training Postilion Basic Training DURATION DELIVERY MODE Generally 5 to 6 days depending on elective Instructor-led training modules, which can be tailored to unique needs DURATION 3 to 4 days depending on elective modules POSTILION SPECIALIZED TRAINING: AtmApp POSTILION SPECIALIZED DESCRIPTION TRAINING: Realtime This course explores how to use the AtmApp terminal-driving interface to perform ATM DESCRIPTION processing. The course provides an introduction to The goal of this course is to facilitate an ATM-related concepts such as states, screens and understanding of the architecture and downloads, and shows participants how to perform functionality of Postilion Realtime, and enable a basic configuration of AtmApp and troubleshoot attendees to configure and operate the Realtime operational problems. component of an ACI payments system. AUDIENCE AUDIENCE Postilion administrators and configuration Postilion administrators and configuration technicians responsible for adding or modifying technicians responsible for configuring a ATM-related information Realtime system from scratch or performing extensive reconfiguration of an existing system PREREQUISITES Postilion Basic Training PREREQUISITES Postilion Basic Training DELIVERY MODE Instructor-led training DELIVERY MODE Instructor-led training DURATION 4 days DURATION 2 days 20
POSTILION SETTLEMENT POSTILION SETTLEMENT TRAINING: ATM TRAINING: Merchant DESCRIPTION DESCRIPTION This course is intended to enable participants This course is intended to equip attendees to install to install and configure the Office Settlement and configure the Office Settlement Component Component for an ATM settlement environment. for a merchant settlement environment. The course The course deals with issues such as configuring deals with issues such as configuring base settings, base settings, settlement entities, tax amounts, settlement entities, tax amounts, fees, account various fees, account information, billing rules information, billing rules and settlement rules. and settlement rules. Sections also detail how to automate the settlement process, make settlement Sections also detail how to automate the settlement adjustments and clean out old settlement data. process, make settlement adjustments and clean out old settlement data. AUDIENCE Postilion administrators and configuration AUDIENCE technicians responsible for installing the Office Postilion administrators and configuration Settlement Component and configuring it technicians responsible for installing the Office to perform ATM settlement from scratch, or Settlement Component and configuring it to performing extensive reconfiguration of an existing perform merchant settlement from scratch, or Office Settlement Component configuration performing extensive reconfiguration of an existing Office Settlement Component configuration PREREQUISITES Postilion Basic Training PREREQUISITES Postilion Basic Training DELIVERY MODE Instructor-led training DELIVERY MODE Instructor-led training DURATION 2 days DURATION 2 days To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 21
POSTILION DEVELOPER DELIVERY MODE Instructor-led training TRAINING: Office DURATION DESCRIPTION 5 days This course is intended to introduce participants to the Office Software Development Kit (SDK) and some of the principal uses of Office, so that they are RECOMMENDED LEARNING able to develop Office plug-ins for the Extract and Recon components. PATHS Postilion customer service representatives: AUDIENCE Postilion developers who will be required to develop software, including plug-ins to integrate with Office POSTILION PORTAL FOR CUSTOMER SERVICE PREREQUISITES Participants must be proficient in Java (strongly preferred) or C++, and be familiar with object- Postilion system monitors: oriented programming. Participants must have sufficient knowledge of SQL to be able to write basic queries. Postilion Specialized Training: Realtime (preferred) or Postilion Basic Training POSTILION EFT TRAINING DELIVERY MODE Instructor-led training MONITORING DURATION POSTILION 4 days POSTILION DEVELOPER POSTILION BASIC TRAINING: REALTIME TRAINING DESCRIPTION This course is intended to introduce participants to the Realtime Software Development Kit (SDK) and some of the fundamentals of EFT so that they can write Realtime source and sync interfaces and node integration drivers. Participants also learn how to access the Realtime database using the SDK. AUDIENCE Postilion developers who will be required to develop software, including network source and sync interfaces to integrate with Realtime PREREQUISITES Participants must be proficient in Java (strongly preferred) or C++, and be familiar with object- oriented programming. Participants must have sufficient knowledge of SQL to be able to write basic queries. Postilion Specialized Training: Realtime (preferred) or Postilion Basic Training 22
Postilion administrators and configuration technicians: POSTILION EFT TRAINING MONITORING POSTILION POSTILION BASIC TRAINING POSTILION SPECIALIZED TRAINING: Realtime POSTILION POSTILION POSTILION POSTILION SPECIALIZED SETTLEMENT SPECIALIZED SETTLEMENT TRAINING: TRAINING: TRAINING: AtmApp TRAINING: ATM PostCard Merchant Postilion developers: WHERE TRAINING CAN BE POSTILION BASIC TRAINING CONDUCTED Courses are presented at ACI training facilities and on client premises. Client premises would need to meet our venue requirements to ensure the success POSTILION of the onsite training experience. SPECIALIZED TRAINING: Realtime POSTILION POSTILION DEVELOPER DEVELOPER TRAINING: TRAINING: Realtime Office To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 23
“I REALLY ENJOYED THE ROLE PLAYING WE DID WITH DIFFERENT ACI PROACTIVE RISK MEMBER SITUATIONS; THIS WAS MANAGER™ TRAINING NEAR THE END OF THE TRAINING. IT GAVE THE ATTENDEES GOOD WHO AND WHAT PRACTICE ON HOW TO NAVIGATE Client training for the ACI Proactive Risk Manager™ THROUGH THE NEW SYSTEM solution is delivered in a traditional classroom setting. Instructor-led training is a mixture of lecture TO ASSIST MEMBERS. JILL AND and hands-on activities, with participants working in I BOTH TALKED ABOUT IT AND fully-functioning training environments to complete skills-based labs. Sessions vary in length depending AGREED THAT IS WAS THOROUGH upon the course content selected. AND ENGAGING AND WAS NOT BORING AT ALL – THANKS TO YOUR LEVELS OF TRAINING The available course supports the learning needs of EXCELLENCE.” the user according to the default roles in Proactive Kevin Gerber Risk Manager. Review the course offerings below for National Contact Center Manager more information. Wings Financial Credit Union ACI PROACTIVE RISK RECOMMENDED LEARNING MANAGER™ USER TRAINING PATH DESCRIPTION There are structured frameworks that use a This Proactive Risk Manager course provides a building-block approach to learning. Our blended complete understanding of the tasks performed by model begins with an interactive classroom a Proactive Risk Manager user. andprogresses to more complex lab experiences. For all users, we recommend: The course is designed to generically cover any action level utilized in a customer installation. PROACTIVE RISK AUDIENCE MANAGER USER Analysts, team administrators, supervisors, root TRAINING administrators and system administrators PREREQUISITES WHERE TRAINING CAN BE None CONDUCTED DELIVERY MODE Courses are presented at ACI training facilities and Instructor-led training on client premises; some course exceptions apply and are noted above. Client premises would need to DURATION meet our venue requirements to ensure the success 3 days of the onsite training experience. 24
RECOMMENDED LEARNING PATH ACI ReDi™ For all users, we recommend: WHO AND WHAT Client training for ACI ReDi™ is available as elearning. ReDi USER TRAINING Modules will vary in length depending upon the course content. LEVELS OF TRAINING The available eLearning is designed to support WHERE TRAINING CAN BE the learning needs of anyone who would have the CONDUCTED responsibility of leveraging the reporting capabilities of ReDi. Courses can be accessed 24/7/365 online via the ACI Training Academy Learning Management System. ACI ReDi™ USER TRAINING DESCRIPTION In this curriculum, learn what ReDi is and how it is used to gather and analyze data. Upon completion, you will have a thorough understanding of how to access ReDi and use its tools, tabs and general functionality to successfully run reports. AUDIENCE Anyone who is interested in learning about the analytical capabilities and reporting features available in ReDi PREREQUISITES None DELIVERY MODE eLearning DURATION 2 hours To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 25
ACI ReD SHIELD® OVERVIEW TRAINING ACI ReD SHIELD® DESCRIPTION In this course, participants will receive an WHO AND WHAT introduction to the application dashboard, widgets Client training for ACI ReD Shield® is delivered in an and reports. engaging virtual format. Virtual sessions will vary in length depending upon the course content. AUDIENCE Anyone who is interested in learning about the LEVELS OF TRAINING application dashboard, transaction searching There are various classes available to support the and details, customizing widgets and reporting learning needs of distinct audiences. Review the capabilities course offerings below for more information. PREREQUISITES ACI ReD SHIELD® CONTROL None CENTER DELIVERY MODE Virtual instructor-led training DESCRIPTION This course introduces the learner to the ACI DURATION ReD Shield Control Center interface. It takes an up- 2 hours close look at Users and Groups, Rule Manager, Feature Manager and List Manager. ACI ReD SHIELD USERS AND AUDIENCE GROUPS TRAINING ACI ReD Shield users interested in the layout and system functionality of Control Center DESCRIPTION In this course, participants will learn how to PREREQUISITES configure groups and assign roles. None AUDIENCE DELIVERY MODE The Users and Groups course is designed to support eLearning administrators that need to manage ACI ReD Shield users. DURATION 90 minutes PREREQUISITES ACI ReD Shield Overview Training DELIVERY MODE Virtual instructor-led training DURATION 1 hour 26
ACI ReD SHIELD CASE RECOMMENDED LEARNING MANAGER TRAINING PATHS DESCRIPTION Administrators: The Case Manager course focuses on the main tool that analysts use to work transactions. ACI ReD SHIELD AUDIENCE CONTROL CENTER Analysts who will leverage the tool to resolve transaction challenges and denials ACI ReD SHIELD PREREQUISITES OVERVIEW TRAINING ACI ReD Shield Users and Groups Training DELIVERY MODE Virtual instructor-led training ACI ReD SHIELD USERS AND GROUPS TRAINING DURATION 1 hour Analysts: ACI ReD SHIELD RULE MANAGER TRAINING ACI ReD SHIELD CONTROL CENTER DESCRIPTION The Rule Manager course focuses on how to define, edit and deploy rules. ACI ReD SHIELD AUDIENCE OVERVIEW TRAINING The Rule Manager course is designed to support the learning needs of those who need to understand how to define, edit and deploy rules. ACI ReD SHIELD USERS PREREQUISITES AND GROUPS TRAINING ACI ReD Shield Users and Groups Training DELIVERY MODE Virtual instructor-led training ACI ReD SHIELD CASE MANAGER TRAINING DURATION 2 hours ACI ReD SHIELD RULE MANAGER TRAINING WHERE TRAINING CAN BE CONDUCTED Courses are presented through virtual delivery. To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 27
UNIVERSAL ONLINE BANKING CUSTOMIZED ELEARNING ACI UNIVERSAL CONTENT ONLINE BANKER™ DESCRIPTION Uniquely developed for each customer TRAINING implementing the Universal Online Banker solution, an ACI course developer will work with ACI’s WHO AND WHAT implementation services teams and the customer Training for the ACI Universal Online Banker™ to create customized eLearning content to become solution takes learning to a whole new level: the part of the Universal Online Banker experience for extended enterprise. Our custom-designed suite banking consumers. Unique as a service offering, of eLearning allows banking customers to adopt the intent of this customized eLearning is for the Universal Online Banker solution quickly banking marketplace consumers to learn how to use and without hassle. Our eLearning designers the bank’s unique instance of the Universal Online collaborate extensively throughout the planning Banker solution. and implementation of Universal Online Banker to ensure their end users have comprehensive training AUDIENCE available. Extended enterprise banking customers in the marketplace who wish to use online banking offered LEVELS OF TRAINING by their banking institution The custom content will be unique according to the functional modules of the Universal Online Banker PREREQUISITES product implemented in conjunction with the None project phase. Review the details below for more information. DELIVERY MODE eLearning DURATION Varies based on the customized content 28
UP® FRAMEWORK™ INTRODUCTION TRAINING UP® FRAMEWORK™ DESCRIPTION TRAINING Introduction training is intended for anyone who wants to recognize the features of UP Framework, its components and tools. Topics include a solutions WHO AND WHAT overview, introduction to endpoints, introduction to Client training for UP® Framework™ is delivered sessions, introduction to entities, and introduction to in both instructor-led and eLearning format. It is monitoring and management. designed for client project team members and support personnel to fully explore and understand AUDIENCE the features and functionality of the UP Framework System administrators, technicians and support solution, including configuration and monitoring team members tools. The series provides an overview of ACI Universal Payments™ and a practical guide to the PREREQUISITES configuration of UP Framework. There are no formal prerequisites for this training, but a basic understanding of payment systems To provide a hands-on experience, the practical and ISO 8583 and ISO 20022 message protocols is modules include demonstrations of configurations assumed. being performed. Trainees are provided with detailed steps on how to perform these configurations DELIVERY MODE themselves if they have access to a hosted training eLearning environment. The instructor-led training courses provide valuable reinforcement and practice of key DURATION skills for developers and technicians. 4 hours LEVELS OF TRAINING The available courses include introductory, basic and advanced modules. To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 29
UP FRAMEWORK BASIC UP FRAMEWORK REVISION TRAINING TRAINING (BOTH ENDPOINTS AND MONITORING MODULES) DESCRIPTION Basic training is aimed at a technical audience DESCRIPTION whose role is to configure and manage a running Revision Training is aimed at participants who UP Framework environment. Topics include have completed all requisite introduction and basic configuration management, configuring endpoint training modules and wish to proceed to one or sessions and entities and monitoring an UP more advanced training courses. Framework system, as well as ACI API Manager™. Each of the Revision Training modules consists of AUDIENCE multiple graded questions, where each question UP Framework technicians is followed by a revision of the content covered in the question. There are two available modules PREREQUISITES depending on the advanced training needs UP Framework Introduction Training of thelearner: endpoint revision training and monitoring revision training. DELIVERY MODE eLearning AUDIENCE UP Framework technicians, UP Framework DURATION developers Approximately 16 hours PREREQUISITES UP Framework Basic Training DELIVERY MODE eLearning DURATION Approximately 30 minutes 30
CONFIGURING ISO 8583 CONFIGURING FILE LOAD ENDPOINTS ENDPOINTS DESCRIPTION DESCRIPTION Designed for UP Framework developers who Designed for UP Framework developers who prefer an interactive, instructor-led course on prefer an interactive, instructor-led course on designing endpoints, this course focuses on the designing endpoints, this course focuses on the skills needed to create ISO 8583 endpoints in UP skills needed to create file load endpoints in UP Framework. Topics include building a universal Framework. Topics include building an entity model endpoint, creating custom parameters, building and entity, building a universal endpoint, building meta configuration, building message and session meta configuration, building message and session protocols, configuring channels, and applying and protocols, building file load configuration including testing the ISO 8583 endpoint configuration. configuring channels, and applying and testing the account file load. AUDIENCE UP Framework developers AUDIENCE UP Framework developers PREREQUISITES UP Framework Basic Training, UP Framework PREREQUISITES Revision Training (Endpoints module) UP Framework Basic Training, UP Framework Revision Training (Endpoints module) DELIVERY MODE Instructor-led training DELIVERY MODE Instructor-led training DURATION 2 days DURATION 2 days To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 31
CONFIGURING XML ENDPOINTS TROUBLESHOOTING WITH TRACING DESCRIPTION Designed for UP Framework developers who prefer DESCRIPTION an interactive, instructor-led course on designing Designed for UP Framework technicians who want endpoints, this course focuses on the skills needed an immersive training session on troubleshooting, to create XML endpoints in UP Framework. Topics this instructor-led course teaches UP Framework include building a universal endpoint, building technicians essential troubleshooting skills using meta configuration, building message and session tracing in UP Framework. Topics include protocols, configuring channels, and applying and understanding message tracing concepts and testing the XML endpoint configuration. management, interpreting and using trace file contents for both ISO 8583 and XML-type messages AUDIENCE for troubleshooting purposes, and other trace UP Framework developers content such as session trace results with BSI framework and script tracing. PREREQUISITES UP Framework Basic Training, UP Framework AUDIENCE Revision Training (Endpoints module) UP Framework technicians DELIVERY MODE PREREQUISITES Instructor-led training UP Framework Basic Training, UP Framework Revision Training (Monitoring module) DURATION 2 days DELIVERY MODE Instructor-led training CONFIGURING SESSIONS DURATION 1 day DESCRIPTION Designed for UP Framework developers who prefer NOTE an interactive, instructor-led course on configuring We recommend taking this course in tandem with sessions, this course focuses on the skills needed to the Troubleshooting with Logs course. configure existing sessions and build new sessions in UP Framework. Topics include creating new response codes and field definitions in a session’s vocabulary, building new session plans and session steps, adjusting the order in which steps are executed, configuring filters and conditional routing, adjusting timeouts and adding transaction logging. AUDIENCE UP Framework developers PREREQUISITES UP Framework Basic Training, UP Framework Revision Training (Endpoints module) DELIVERY MODE Instructor-led training DURATION 1 day 32
TROUBLESHOOTING WITH RECOMMENDED LEARNING LOGS PATHS DESCRIPTION UP Framework administrators: Designed for UP Framework technicians who want an immersive training session on troubleshooting, UP FRAMEWORK this instructor-led course teaches UP Framework INTRODUCTION TRAINING technicians essential troubleshooting skills using logs in UP Framework. Topics include determining the location of the various UP Framework log files, establishing which log files to use for various UP FRAMEWORK purposes and using the log file content for BASIC TRAINING troubleshooting purposes. AUDIENCE UP Framework technicians UP Framework technicians: PREREQUISITES UP Framework Basic Training, UP Framework UP FRAMEWORK Revision Training (Monitoring module) INTRODUCTION TRAINING DELIVERY MODE Instructor-led training UP FRAMEWORK DURATION BASIC TRAINING 1 day NOTE We recommend taking this course in tandem with UP FRAMEWORK REVISION the Troubleshooting with Tracing course. TRAINING (MONITORING MODULE) UP FRAMEWORK UP FRAMEWORK TROUBLESHOOTING TROUBLESHOOTING WITH TRACING WITH LOGS To register, contact your account team, visit aciworldwide.com/support/training or send an email to learningservices@aciworldwide.com. 33
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