This session is designed for new HORIZON Security Administrators who need to control access to functionality within the system and to set up users so they can access the system.
The Security Workbench gives you access to setting all the group, user, and field permissions within HORIZON XE. If you are familiar with how you set up security in HORIZON Classic, this tool will feel similar. It will also allow you more control, as you are able to set security permissions at the field level. One of the aspects of running XE alongside HORIZON Classic is that you will be keeping the two sets of security permissions in synch. This course will help you do that as well.
This is an interactive webinar about the core Security Administration job role. The basics of managing users will be reinforced with live exercises and real-life applications.
This eLearning will help you navigate through the tools within HORIZON’s BCR settings. This course is a great place to start for new BCR administrators.
This session expounds on topics covered in the HORIZON-XE Security Workbench self-paced course with actual real-world application on setting up XE security. More in-depth detail is given to assigning Permission Levels, Confidential Access, and Dormant Access in XE. Any updates to XE security will be added on-going to this monthly training session
This webinar focuses on building a deposit product and includes an overview of document origination, BCR settings, and GL Interface.
This eLearning teaches how to work with collection accounts from the charge off, to the collection activity and charge off reporting.
The Enterprise Alerts System provides the ability for a financial institution to offer real-time and/or after processing alert messages to their customers via email and/or SMS message. This training will cover the steps for the initial set-up to be completed by FIS and the enrollment process for customers.
This eLearning course provides information regarding how to configure controls within XE as they pertain to Deposit Origination. Following the completion of these lessons, one will be familiar with: Document Roles, Ownership Relationship Defaults, Product Packages, and New Account Workflows.
This class covers the best practices for the setup of the Deposit Origination (DO) parameters in your system. This will cover building product packages and reviewing documents for new account opening and maintenance.
You will learn how to set up and maintain the teller system settings, hot keys, screens, and other time saving features during this hands-on class.
Home Page Manager course provides the insight into designing your bank’s home page that displays when users first sign into HORIZON. This course reviews: Understanding the Home Page Components, Creating a Home Page, Understanding and Setting up different types of Widgets, Configuring Teller Setup, Assigning Security Groups and Permissions.
OFAC processing affects many areas of your bank. This segmented course lets you become familiar with how OFAC processing works within HORIZON and how to perform OFAC searches. This course is for Compliance Officers, IT/Administrators, Tellers, and other people who conduct OFAC searches.
The Year-End Release training is critical for your bank to meet IRS and other regulatory requirements. This training will prepare your bank to understand and implement required procedures for year-end, including Year-End processing, changes and tax considerations, and updated tax fields.
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