System Administration

Course title
System Administration
8 days


The purpose of this course is to provide Credit Management Enterprise (CME) system and business administrators with a strong core foundation of knowledge on how to use the system to create deals, configure screens, fields, business rules, and workflows. 

This course is a combination of instructor led and remote WebEx:

  • Days 1 – 5 are instructor-led in classroom; 8 hours each day
  • Days 6 – 8 are remote using WebEx; 4-6 hours each day



The following prerequisites are desired, but not required:

  • Commercial Lending
  • System administration
  • Understanding of business rules 

Course Agenda

8 Day CME Functional Overview and Admin features: 

  • Credit Management Enterprise Overview – How to create a new deal and route. How to create a deal renewal. Hands-on Labs.
  • General System Administration – Basic system and security configuration (security groups, system users, approval matrix, affiliates). Hands-on Labs.
  • Configuring Screens & Business Rules – Create fields on system-supplied screens; create field-specific business rules. Hands-on Labs.
  • Creating New Screens & Business Rules – Create new screens (Questionnaires); create field-specific business rules; create Approval Matrix with Business Rules. Hands-on Labs.
  • Configuring Guideline Compliance and Due Diligence Tracking – Set up and configure Guideline Compliance and Due Diligence Tracking items. Hands-on Labs.
  • Fundamentals of Routing & Workflow – Configure process hierarchy workflow. Hands-on Lab.
  • Queue Activity Defaults and Wizard Creation – Configure queue activity defaults and create and set up wizards. Hands-on Lab.
  • Review days 1 – 5.
  • Configurable CSA and Configurable Legal Document Builder – Create a credit presentation document and legal document using configurable document builders. Hands-on Labs.
    Portfolio Management and Entity Maintenance – Overview and details on how to manage portfolios and entities; create and monitor asset-based lending covenants. Hands-on
  • Review days 1 - 7 and Prep for CME Certification Exam (1/2 day)

Students must complete CME certification within 48 hours of completing the CME System Admin course.

What's included

Course includes all training presentation materials, hands-on exercises in a Participant Guide, configuration examples using a Client Configuration Document (CCD), and CME System Administration and User Guides

Delivery dates

August 13 – 17 (Plano), August 20 – 22 (Remote)