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Outcomer for Temenos

Your bank operations staff ask how to do it in Temenos. Outcomer shows them.

Temenos runs core banking and account opening at many banks. Outcomer shows your operations staff each step of your own procedure in Temenos, on screen, as they work.

Book a 10-minute demo

After the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.

How the free trial works

We check every step works before your staff see it.

Outcomer isn’t a library of ready-made Temenos guides. We build your guides from your own procedures, on your own Temenos set-up, and test each one before your staff use it.

Shown on our practice system. We map your own Temenos set-up during set-up.
Everyday questions

Everyday Temenos tasks your bank operations staff ask about

How do I review a new account application?Shows how to claim it, check the documents and record your decision.
How do I hand a task to a colleague?Shows the reassign or release steps your team uses.
How do I find the right menu option?Shows where it sits in your menu and what to type to find it.
How do I switch to my other role?Shows the role selector and which role your procedure needs.
Instant support

Answers from your own procedures.

Your bank operations staff get the answer on screen, in Temenos and the systems around it, instead of interrupting a colleague or raising a ticket.

Training

Temenos training that continues on the job

Training covers the basics. When a question comes up later, Outcomer answers it inside Temenos, from your own procedures, while your bank operations staff work.

Support questions

Questions your staff ask about Temenos

General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.

How do I claim an application so I can review it?

Open the Review space from the navigation menu. Point at the task and click Claim, or open the task and click Claim on the Details screen. Your Workspaces ID then shows as the assignee.

Why can't I claim a task?

You can only claim a task that is unassigned. If someone already has it, a user with access to the Manage space must unassign it first. You can only claim tasks for yourself; assigning them to others needs Manage space access.

How do I give a task back if I can't finish it?

Click Release on the task, or the Release button on the Details screen. The task goes back to the unassigned pool for someone else to claim.

How do I record my decision on an application?

Click Decision in the Action panel, choose an option from Choose a Decision, add a note to support it and click Submit. The options you see depend on how your bank has set up the journey.

Can I save a decision and finish it later?

Yes. In the Decision window, click Save instead of Submit. When you reopen Decision, your choice is kept, so you can update the note and submit.

How do I move a task from one colleague to another?

With access to the Manage space, use Reassign to move a task straight to another user. You don't need to unassign it first. Unassign clears the assignee altogether.

Where can I see which documents an applicant still needs to send?

Open the task in the Document Requests space. The Details screen shows a checklist of required documents with an upload status for each, plus the notes and emails sent to the applicant.

How do I find a menu option in Temenos Explorer?

Open the menu from the icon in the top corner and type in the search box. The menu filters to options containing what you typed. Clear the box to see the full menu again.

How do I switch to a different role in Temenos Explorer?

If you have more than one role, click the person icon to open role selection. It shows your current role and lets you choose another. The menu lists the applications linked to your current role.

Why have my language and date settings gone on another computer?

Temenos Explorer keeps settings such as language, date format and number format in your browser on that device. On a new computer or browser, set them again from the cog icon and click Save.

Can I bookmark a screen in Temenos Explorer?

Yes. The browser address changes as you move around, so a bookmark takes you back to the same place later.

If your bank operations staff ask questions like these every week, Outcomer answers them on their own screen, using your own Temenos set-up and procedures.

Book a 10-minute demo
For managers

See where your team needs help.

See which Temenos tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.

Security

Your client data stays yours.

Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.

Security details

See Outcomer guide a real Temenos task.

Book a 10-minute demo