Product Information Sessions

Series ID

Session No.

Marketing Name Reference

Description

Series 1

1

System Admin Users

This session provides an overview of the System Admin user framework, outlining the key responsibilities, permissions, and capabilities available to administrators. It introduces the foundational tools required to manage users, maintain system integrity, and support operational efficiency.

Series 1

2

Role Viewpoints

This session explores Ultracs' role-based viewpoints, demonstrating how different user personas interact with the system. It covers how roles shape access, workflows, and screens, giving attendees clarity on how user experience is personalised across functions.

Series 1

3

Function Catalogue

An introduction to the full Function Catalogue within Ultracs, this session highlights how capabilities are categorised and accessed. It equips users with an understanding of where core functions reside and how to navigate them efficiently.

Series 1

4

Menus

This session walks through the Ultracs menu structure, showing how menus surface key operational areas. It helps users understand navigation logic, menu organisation, and how key functions are grouped for ease of use.

Series 2

5

Institution Admin

This session focuses on the Institution Admin toolkit, covering system-wide configuration capabilities, institution-level settings, and administrative controls. It explains how institutions maintain global parameters, manage core rules, and support governance requirements.

Series 3

6

Client Summary
What can be Changed Part 1

This session outlines the data fields, configurations, and properties within the Client Summary that institutions can modify. It helps users understand which elements are editable, how updates flow through the system, and where compliance boundaries apply.

Series 3

7

Client Summary
What can be Changed Part 2

Building on Part 1, this session deep-dives into additional editable components within the Client Summary. It clarifies the scope of configurable information, ensuring users can accurately maintain client records while supporting operational and regulatory needs.

Series 4

8

Lending Product Setup

An in-depth walkthrough of how lending products are configured, including parameters, product rules, eligibility criteria, and pricing structures. This session helps teams set up consistent, compliant lending products aligned with institutional policy.

Series 4

9

Base Rate Lending

This session covers the mechanics of base rate lending, how rates are structured, and how changes flow through lending products. It clarifies how Ultracs handles rate inheritance, adjustments, and product-linked pricing behaviour.

Series 4

10

Loan Origination Access Control

A focused look at access permissions within Loan Origination, this session explains how user roles influence visibility, decision-making steps, and workflow progression within the origination process.

Series 4

11

Loan Origination Parameters

This session unpacks the parameters that drive the Loan Origination engine—from application settings and decision rules to workflow sequencing. It outlines how institutions can configure these parameters to support their policies and service models.

Series 4

12

Loan Origination Serviceability and the Role of Automation in Decisions

An exploration of the serviceability framework, this session shows how Ultracs calculates borrowing power and automates key decisioning steps. It explains how automation supports efficiency, consistency, and compliant lending outcomes.

Series 4

13

Loan Origination Decision Engine, Part 1 – Automation of Policy Breach Scenarios

This session examines how the Decision Engine automates handling of policy breaches, including rules-based triggers, escalation paths, and workflow outcomes. It helps institutions streamline exception management with consistent logic.

Series 4

14

Loan Origination Decision Engine, Part 2 – Automation of Decisions Scenarios

A continuation of Part 1, this session looks more broadly at automated decision scenarios how the engine processes approvals, declines, conditions, and workflow routing based on pre-defined lending rules.

Series 4

15

Lending – Loan Maintenance

This session focuses on maintaining active loans, covering adjustments, variations, repayment changes, and account servicing actions. It explains how maintenance activities are processed and recorded across the loan lifecycle.

Series 4

16

Lending - Collections

An overview of Ultracs’ collections functionality, this session demonstrates how arrears are monitored, workflows managed, and recovery actions recorded. It helps institutions support efficient, compliant collections operations.

Series 4

17

Lending – Loan Rate Change

This session covers the end-to-end rate change process, including how rate changes are applied, scheduled, and communicated. It explains how Ultracs ensures accuracy and supports bulk rate adjustments.

Series 5

18

Savings Accounts – Savings Definitions

This session outlines the core definitions, parameters, and classifications used for savings products. It helps users understand how product settings shape account behaviour, interest calculations, and member experience.

Series 5

19

Savings Accounts – Additional Savings Related

Expanding on the previous session, this module highlights additional configuration options, operational processes, and product features that support savings account management.

Series 6

20

Transactions – Transaction Processing

This session introduces users to transaction processing flows, covering posting logic, reversals, fees, and reconciliation impacts. It provides clarity on how Ultracs processes day-to-day financial activity accurately and reliably.

Series 7

21

Investment Accounts

A focused overview of investment account structures, this session explains how investment products operate, how transactions are handled, and how returns, terms, and conditions are managed within Ultracs.

Series 8

22

Ultracs 5.4 Overview

This session highlights the key features, enhancements, and improvements introduced in Ultracs 5.4. It provides users with a consolidated view of what has changed and how the upgrade benefits operational efficiency.

Series 8

23

Workflow

An introduction to Ultracs Workflow, this session explains workflow logic, configuration, automation, and the tools available to streamline operational processes. It helps users understand how to build and maintain robust workflows.

Series 9

24

Internet Banking – Part 1

This session provides an overview of the Internet Banking platform, covering member-facing features, security settings, and navigation structure. It outlines the foundational components that support digital engagement.

Series 9

25

Internet Banking – Part 2

Building on Part 1, this session explores additional digital capabilities, configuration options, and operational controls within Internet Banking, helping institutions optimise their online experience.

Series 10

26

Anti-Money Laundering (AML)

This session focuses on Ultracs’ AML capabilities, including transaction monitoring, risk rules, alerts, and reporting. It supports institutions in meeting regulatory obligations and strengthening financial crime compliance.

Series 11

27

Alerts & Notification Templates

A walkthrough of how alerts and notifications are configured, this session explains template management, trigger logic, and communication workflows that keep clients informed in real time.

Series 11

28

Client Communication & Letters

This session covers formal communications, including letter templates, merge fields, and generation workflows. It helps institutions maintain clear, consistent member communication.

Series 11

29

Marketing Campaigns (deferred to 2026)

Focused on Ultracs’ campaign tools, this session explains how marketing campaigns are set up, targeted, and executed. It covers segmentation, scheduling, and reporting to support data-driven engagement.

Series 12

30

General Purpose Fees

This session provides an overview of fee configuration and management, covering fee schedules, triggers, and posting logic. It demonstrates how to manage revenue operations accurately and transparently.