Course Objective:

This course provides a broad introduction to business functionality and technical tools in SimCorp Dimension. It targets business and IT end users. The course is designed to aid participants in becoming more proficient when using specific functions of SimCorp Dimension, in front, middle, back office, and technical areas.

During the course, you learn how to use and customize applications within specific business areas. You learn how to troubleshoot and understand the flow between business and IT areas. The course covers a mixture of basic financial and IT theory and SimCorp Dimension functionality. Participants learn via presentations, demos, and hands-on exercises.

Main Learning Topics:

Day 1

Day 2

  • Introduction
  • Navigation
  • Transaction Workflows
  • Core Concepts
  • Static Data
  • Introduction to Front Office
  • Asset Manager
  • Order Manager Demo
  • Introduction to Compliance
  • Compliance Manager

Day 3

Day 4

  • Data Import – Filter Tool Box (FTB)
  • Database Overview
  • Data Export – Data Extractor (DEX)
  • Reference Files
  • Settlement Defaults
  • Safekeeping Transactions
  • Intro to Accounting
  • Holdings and Financial Accounting
  • Compliance Manager

Day 5

  • Portfolio Calculation
  • Fund Administration
  • Batch Jobs
  • Review
  • Test

Pre-requisites:

Financial or IT knowledge/work experience is an advantage, however prior experience with SimCorp Dimension is not required.

Course Duration:

Days: 5 days
Daily training hours: 9:00-17:00 (Last day until 16:00)

How to register for this course

Click your preferred date below and register by filling out the form.

If no date is found for your preferred course please contact [email protected] to request the course.

✕

SimCorp Dimension Foundation