Creating Local Reference Fields in T24

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This document introduces local reference fields in T24. Local reference fields allow banks to create custom user-defined fields that can be attached to T24 applications to record extra infor…

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  • Introduction to Local Reference Fields
  • Learning Objectives
  • Understanding Local Reference Fields
  • Creating Local Reference Fields
  • Configuring the LOCAL.TABLE Application
  • Using the LOCAL.REF.TABLE
  • Standard Selection and Field Permissions
  • Testing the Local Field
  • Complex Conditions in LOCAL.TABLE
  • Workshop
  • Quiz
  • Summary
  • Review
  • Conclusion

Welcome to the “Local Reference Fields in T24” learning unit.

This learning unit will


learn to create user defined fields and add them to static applications in T24.

CUS-Local Reference Fields 1


After completing this learning unit, you will be able to:

1. Explain the need for Local Reference Fields


2. Create Local Reference Fields
3. Attach them to applications in T24

CUS-Local Reference Fields 2


T24 applications are self consistent and provide the end user with all the necessary
fields to store data pertaining to an application in general. Certain banks might want to
record some extra information with regard to an application which cannot be recorded
while using standard fields. So then, what would the bank do? Can it request Temenos
to add some new fields to the application code to store extra information? No.
Temenos might not do that, simply because not all the banks would need that field.
Then what is the solution? To cater to such situations, Temenos has introduced Local
Reference Fields which can be created in the particular client environment to meet
their need without affecting the actual application code.

Local reference fields are user defined fields and are totally customisable by the end
user.

Once these local fields are created, they can be reused in various applications across
T24.

CUS-Local Reference Fields 3


1. To create a local reference field in T24, you would need to access two
applications. [Link] and [Link]

1.1 The application [Link] is used to create the user defined field and set
properties of that field.

1.2 [Link] is used to link the newly created field to any T24 application.
The process of creating the field is stand alone and therefore a field created can be
reused in any application in T24. You will learn to create a local field and attaching it to
an application in the next few slides.

CUS-Local Reference Fields 4


You will now learn to create a local field. The ID of a record in this application was
numeric until R09 but from R10 it need not be numeric.

The field DESCRIPTION holds the description of the field.

[Link] field will hold the actual name of the field that you want to create. The
value given in this field will appear in the application you will attach this field to.

[Link] and [Link] fields are used to denote the maximum and
minimum number of characters the local field can hold. If a value is defined in
[Link] field, then the local field becomes a mandatory field.
The field [Link] holds the information about what type of data can be input in
the local field created.

If you want to pre define values that can be stored in this field, then you can enter
possible values in the field [Link] which can be multi valued to store
multiple values. However, it is not mandatory to pre define values into a field.
REMARK field is used to store the enrichment for the value in the [Link]
field.

CUS-Local Reference Fields 5


Now you are ready with the local field created which needs to be attached to an
application. [Link] is used to link the local field to an application. The ID
of a record is the application name to which you want to attach the local field.
The field [Link] is used to attach the ID of [Link] application.
[Link] field is used to denote whether this local field is a multi value field
or a part of associated multi value set. Possible values in this field are as follows.
XX. denotes that this is a single Multi Value field.
XX< denotes the start of an associated multi value set.
XX- denotes that this is part of an associated multi value set.
XX> denotes the end of the associated multi value set.
If nothing is mentioned in this field, then it is a normal field in an application.
There are only two fields in this application which forms a multi value set.

Note that you cannot change the order of local fields. If you try to add a new local field
in between the existing local fields, you will not be able to commit the record. Also, a
local field once created cannot be deleted. Therefore care should be taken before
deciding to create one local field.

CUS-Local Reference Fields 6


All the fields that appear on an application will have an entry on the
[Link] record for that particular application. So then, do you have
to edit the SS record to add this local field that you have created just now? No. On
authorising a record in the [Link], the corresponding record in SS
application will get updated with the relevant data. Take a look at the CUSTOMER
record in SS application which is populated with the new field that is created.

Note that the field [Link] is set to ‘I’ which denotes that this is an I-descriptor field
and is not stored with this name in the database. The physical field [Link] has
been multi-valued to hold the data of the newly created field. Note that this is the third
local field created for this application which is denoted as [Link]<1,3> in the
field [Link].

The field [Link] contains the name of the IN2 routine that needs to be
invoked to perform data type validation. For this specific field the routine IN2A will be
invoked as you have set the field [Link] to ‘A’ in [Link] application.
The other fields denote the display format and whether it is a single or multi value field
and if it is a language specific field.

CUS-Local Reference Fields 7


You are done with creating the local field. So now, you should be able to see the local
field in the respective application. You have created a local field
[Link] and attached it to the CUSTOMER application. Open a new or
an existing CUSTOMER record, and you should be able to see the local field created
with all the features that you have set in the [Link] and [Link]
applications. Note that the local field will be populated even in already existing records
in this application and not only in the new records. All the local fields will appear
towards the end of the record before the audit fields and in the order as they are
created.

Note the enrichment being displayed as defined in the [Link] application.

CUS-Local Reference Fields 8


You have learnt to create a simple local reference field with out any complex
conditions. You will now learn the various fields involved in creating such fields from
[Link] application.

The field APPLICATION in this table denotes to which application this local field is
going to be attached to.
[Link] holds the field name of the application defined in the previous field
whose value has to be checked to set a condition if any.

The field [Link] is used to open an application with respect to the value in
the field [Link]. This is used to drill down from one application to another to set
a condition while creating a local field.

[Link] holds the field name from the application in the previous field
against which condition is checked.
The DECISION field holds the operand against the field in [Link]
[Link] and [Link] fields are used to store the range of values to be
checked against the field. If the operand used is ‘EQ’, then you need not specify any
value in [Link].
As per the setting in the screen shot, using the CUSTOMER field in the ACCOUNT
application, the appropriate CUSTOMER record will be picked up and the value of

CUS-Local Reference Fields 9


SECTOR will be checked. In the ACCOUNT record, the value for CATEGORY will be checked
against the value mentioned in the record.

CUS-Local Reference Fields 9


The field [Link] is used to specify whether input in the local field can
differ from the decision rules. If Y is input, the user may input a local reference that
does not meet the decision criteria in this table. The system will prefix the enrichment
with "OV!" and prompt the inputter for an override.
You can set the local field to default value if the conditions are met by setting the field
[Link] to YES. [Link] is used to denote whether or
not the local field is NOCHANGE after authorization or NOINPUT field.
If for a local field you want a drop down of the IDs of an application in T24, you must
specify the application name in the field [Link] thus enabling the IDs to
form the drop down list. Note that the fields [Link] and this are mutually
exclusive.
[Link] is used to input a valid field name from the application
selected in the earlier field whose value should be given as enrichment for the local
field.

CUS-Local Reference Fields 10


Create a local reference field ‘[Link]’ which should be a multi value field.
Maximum characters is 30 and it should be a mandatory field.

CUS-Local Reference Fields 11


1. The local reference fields will be of type I-descriptor fields in
[Link] application.
TRUE
FALSE
2. A local reference field created can be used in multiple applications in T24.
TRUE
FALSE
3. The ID of a record in [Link] application can be any alphanumeric text.
TRUE
FALSE
4. New local fields created can be inserted in between the existing fields in an
application in T24.
TRUE
FALSE
5. What does the value ‘XX-’ in the field [Link] in [Link]
application denote?
Multi value field
Starting of associated multi value set
Sub value field
Part of associated multi value set
6. A local reference field can never be set as ‘NOINPUT’ field.
TRUE
FALSE

CUS-Local Reference Fields 12


1. Local reference fields are user defined fields and they are totally customisable by
the end user

2. The application [Link] is used to create the user defined field and set
properties of that field

3. [Link] is used to link the local reference field to an application in


T24

CUS-Local Reference Fields 13


In this learning unit you have learnt to create user defined fields and add them to static
applications in T24. You will now be able to ,

1. Explain the need for Local Reference Fields


2. Create Local Reference Fields
3. Attach them to applications in T24

CUS-Local Reference Fields 14


CUS-Local Reference Fields 15

Common questions

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The LOCAL.TABLE application is used for creating the Local Reference Field and setting its properties, such as the field description, name, character limits, and data type. Once the field is defined, the LOCAL.REF.TABLE application links the created field to a specific T24 application. This involves specifying the application name and indicating if the field is part of a multi-value set, ensuring the field integrates seamlessly without altering the core application structure .

When creating a multi-value Local Reference Field in T24, one must define the field as part of an associated multi-value set using SUB.ASSOC.CODE, denoting beginning, part, or end of the set. Consideration must also be given to character restrictions and whether the field is mandatory. The maximum number of characters is set using MAXIMUM.CHAR, and if MINIMUM.CHAR is defined, the field becomes mandatory. Care is needed to ensure proper linkage and formatting without disrupting existing fields, as changes to their order can invalidate the configuration .

The OVERRIDE.POSSIBLE field allows input that does not meet set decision criteria to be accepted, but with a warning. If set to 'Y', the system prefixes non-compliant input with 'OV!' and prompts for an override. This function is crucial for flexibility in data entry, where strict adherence to rules may not accommodate every real-world scenario, thus balancing system integrity with user adaptability .

The VETTING.TABLE allows for predefined value constraints, providing a list of acceptable input options for a Local Reference Field. This feature helps enforce consistent data entry, reduces input errors, and supports controlled data environments by limiting user input to known and authorized values. While not mandatory, its use is vital in situations demanding high data accuracy and consistency, especially in regulated domains .

The main constraint when adding new Local Reference Fields in existing T24 applications is the inability to insert new fields between existing ones due to fixed order requirements. Additionally, once created, Local Reference Fields cannot be deleted, so careful planning is essential to avoid future data structure issues. These constraints necessitate thorough upfront design and validation to ensure the fields meet all current and foreseeable needs .

The USR.TYPE field in the STANDARD.SELECTION application, set to 'I', identifies the Local Reference Field as an I-descriptor field. This designation indicates that the field is not physically stored under the same name in the database and affects how the field data is processed and displayed. It helps manage user-defined fields without altering the database structure, thus maintaining consistency and system integrity .

Decision criteria in Local Reference Fields are defined using several fields from the LOCAL.TABLE application. The DECIS.FIELD specifies which application field's value should be checked, while REPLACE.FILE and REPLACE.FIELD enable conditional logic by referencing related application fields. The DECISION field determines the operation against the related field, and DECISION.FR and DECISION.TO specify valid value ranges. These criteria control whether a user must input values that meet predefined conditions, or if an override is permitted, enabling complex validation logic .

Improper configuration of Local Reference Fields in a banking application can lead to data integrity issues such as incorrect data capture, loss of critical information, or validation failures, impacting both operational efficiency and regulatory compliance. Misconfigurations may also disrupt existing workflows, hinder data analysis, and lead to increased maintenance overhead. Thorough testing and validation are vital to mitigate these risks and ensure seamless operation .

Local Reference Fields in T24 are primarily used to allow banks to record extra information specific to their needs without altering the standard application code, catering to individual client environments while ensuring the application remains consistent for all users. This customization is essential as it lets banks add fields that are not universally required, thereby providing flexibility and local adaptation .

Setting a Local Reference Field as mandatory in T24 means that users must input a value for this field during the data entry process. This is controlled by defining a minimum character count in the MINIMUM.CHAR field. The implications include ensuring data completeness and consistency for records containing this field. However, this also increases the burden on users to provide necessary input, which may require changes in business processes to accommodate data capture .

TEMENOSTraining Publication
1
Welcome to the “Local Reference Fields in T24” learning unit. This learning unit will 
learn to
TEMENOSTraining Publication
2
After completing this learning unit, you will be able to:
1.
Explain the need for Local Referen
TEMENOSTraining Publication
T24 applications are self consistent and provide the end user with all the necessary 
fields to s
TEMENOSTraining Publication
4
1.
To create a local reference field in T24, you would need to access two 
applications. LOCAL.
TEMENOSTraining Publication
You will now learn to create a local field. The ID of a record in this application was 
numeric u
TEMENOSTraining Publication
Now you are ready with the local field created which needs to be attached to an 
application. LOC
TEMENOSTraining Publication
All the fields that appear on an application will have an entry on the 
STANDARD.SELECTION record
TEMENOSTraining Publication
You are done with creating the local field. So now, you should be able to see the local 
field in
TEMENOSTraining Publication
You have learnt to create a simple local reference field with out any complex 
conditions. You wi
TEMENOSTraining Publication
SECTOR will be checked. In the ACCOUNT record, the value for CATEGORY will be checked 
against th

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