Introduction

This guide provides information about the WealthSuite Channels Front Office – model bank Hong Kong for a desktop device. It also provides a broad overview of the additional features available in the Hong Kong Model Bank in addition to the standard WealthSuite Channels application. Read the WealthSuite Channels Front Office - Portfolio Management and CRM - Desktop User Guide for more information on the standard application.

The Hong Kong model bank is developed to provide financial institutions with a working pre-configured version of the WealthSuite Front Office – Portfolio Management application that supports best practice banking processes for Hong Kong, which can be further configured for the financial institution’s specific needs. The Model Bank application is a layer applied over the standard application. The information in this guide is limited to the features that are part of the Model Bank layer.

All product guides are supplied in electronic form (as PDF files) in the software package.

Product Suite

The official and abbreviated names of the product guide are given below:

* The abbreviated product name is used throughout the product guide, wherever applicable.

Product Naming Convention

The official marketing name of the product suite is WealthSuite Channels Front Office - Model Bank Hong Kong WS 202004. However, at the product component level, the marketing (for example, used in product guides) and technical (for example, used in builds) names are used.

The respective names for the current release are given below:

Intended Audience

This product guide is designed for end users and others who require information regarding the WealthSuite Channels Front Office – Model Bank Hong Kong desktop application.