Customer Education

Located in the heart of New York's Silicon Alley, EEI's Center of Excellence provides clients with comprehensive training on EEI's leading edge technology solutions. The Center of Excellence has four training rooms that can accommodate between fourteen and twenty students each. For the convenience and comfort of our students, The Center of Excellence has a cafeteria where continental breakfast is served and beverages are available throughout the day. There is also a common area where both voice and data connections are provided. EnterpriseFTX Bootcamp (5 Days)

Course Description This course provides students with an in-depth view of the EnterpriseFTX suite of products and the financial services industry standards protocols that it supports. Particular attention is afforded the Open Financial Exchange (OFX) protocol, including the extensions created by EEI for OFX-enabled brokerage support. Learn about the architecture of the EnterpriseFTX platform for financial services; how to deliver online services through multiple electronic channels including Quicken, Money, Wireless Channels, and Web Portals; and how to leverage EnterpriseFTX rapid System Integration Modeling Language, (SIML) to integrate EnterpriseFTX with existing business systems. In addition, this course covers the important OFX certification process. Learn from experienced OFX implementers what's involved in navigating the OFX certification process successfully. Students will also learn, hands-on, how to install EEI’s EnterpriseFTX server. This course also covers how to customize the EnterpriseFTX system with Business Processing Agents that execute a financial institution's business rules. Additionally, they'll learn how to integrate the EnterpriseFTX system with third party and proprietary systems through the use of EnterpriseFTX adapters. Course Outline Install the EnterpriseFTX environment Understand the EnterpriseFTX architecture and how system components interact Set up online clients, including Quicken, to access online financial services through EnterpriseFTX Understand EnterpriseFTX deployment options and the OFX certification process Use EnterpriseFTX's Intelligent System Integration Utility, SIML, to map protocol messages to back end systems Understand the complete transaction flow involved in delivering online financial services through EnterpriseFTX Introduction to EnterpriseFTX EnterpriseFTX installation OFX overview Getting started with online services Overview of EnterpriseFTX systems architecture EnterpriseFTX deployment options and protocol certification Systems integration Transaction Mapping and Management EnterpriseFTX development system review Understanding and Creating/Modifying Business transactions EnterpriseFTX business agents Standard EnterpriseFTX agent objects Building EnterpriseFTX business agents Registering business agents within SIML EnterpriseFTX adapters Using adapters within SIML Build pre and post process business agents Understand how to build EnterpriseFTX adapters to integrate with third party and proprietary systems