FusionBanking Trade Innovation Functional – Upgrade

Course title
FusionBanking Trade Innovation Functional – Upgrade
3.5 days


This training is designed for Project Implementation and Support Teams with extensive knowledge of Trade Finance, detailed knowledge of FBTI Setup and Maintenance and detailed knowledge of FBTI Functionalities.

The curriculum provides participants with an understanding of upgrade pre-requisites, updates, capabilities, profiles, definitions, mappings, and various setup & configuration settings from a Trade Innovation Legacy System to FBTI version 2.8. Also, Implement a Trade Innovation system version upgrade given a business case scenario.

The course is available both remotely or Instructor led.


Extensive knowledge of trade finance.
Detailed knowledge of FBTI Setup & Maintenance
Detailed knowledge of FBTI Functionalities

Course Agenda

Upgrade Paths ( 1/4 day )
o Legacy system to TI system
o TI system to version 2.5
o TI system to version 2.7/2.8
Upgrade Pre-requisites ( 1/4 day )
o Functional upgrades
o Review of existing legacy setup
o What’s in and what’s out in FBTI 2.8
o What’s new in FBTI 2.8
Upgrade Steps ( 3 days )
o Perform Functional Upgrade
• G3.1 to G4.1
• G4.1 to G4.2
• G4.2 to G5.1
o Import Existing Capabilities
o While upgrading TI to 2.7/2.8, all the user-defined warnings have to include a
‘step’ criteria. Otherwise, these warnings will appear in every step of the event.
o Update Posting rules.
o Add newly defined capabilities.
o Update Address type
o Update Reference Structure
o Update Workflow Orchestration
o Update system options after review
o Update Diary Exception report
o Update Payment actions
o Update User-defined warnings
o Update Batch Setup
o Convert documents

What's included

Course includes all training presentation materials, participant guides and hands-on exercises. The exercises will be on live systems, through Finastra Academy Labs.

Delivery dates