Temenos integration with Finn. Temenos Core Banking manages customer accounts, balances, transactions, lending arrangements, and related banking records.
Temenos Core Banking manages customer accounts, balances, transactions, lending arrangements, and related banking records.
Complete a verified customer record
Finn collects the required information and finishes the Temenos customer record around the bank's onboarding decision.
Typically handled byBank onboarding administrator
Starts when
A customer starts the bank's customer-registration process.
What Finn handles
Collect the contact, address, and other information requested by the bank's onboarding checklist.
Resolve missing details and send the required evidence through the bank's identity and eligibility review.
Read the authorized review outcome and create or update the accepted customer record in Temenos.
Send the customer the bank's confirmed next steps and complete the onboarding service record.
The result
The customer record is complete and linked to the bank's onboarding decision and customer response.
Set up an accepted banking account
Finn completes the administrative setup of the account the bank and customer have agreed to open.
Typically handled byAccount opening specialist
Starts when
The bank records an accepted account-opening request for a verified customer.
What Finn handles
Read the selected account product, customer ownership, terms, and opening decision.
Create the Temenos account arrangement using the bank's accepted product configuration.
Complete the account-opening paperwork and inspect the resulting account reference and state.
Deliver the bank's account information and funding instructions through its customer channel and record the completed setup.
The result
The accepted account arrangement is created and the customer receives its confirmed setup information.
Explain an account transaction
Finn resolves a customer's question using the account's recorded transaction and balance details.
Typically handled byBank customer service specialist
Starts when
A verified customer asks about a particular entry or balance on their account.
What Finn handles
Complete the bank's verification process and identify the account, transaction reference, and date.
Read the Temenos transaction details, applicable account facts, and the customer's specific question.
Explain the recorded entry and collect the payment owner's decision if an investigation or adjustment is required.
Send the confirmed explanation or investigation result and update the bank's service case.
The result
The customer receives an account-specific response with the source transaction and resolution recorded.
Deliver the requested transaction history
Finn retrieves the customer's requested period of account activity and completes its delivery through the bank's document process.
Typically handled byAccount servicing administrator
Starts when
A verified customer requests account activity for a defined period.
What Finn handles
Confirm the account, requested dates, and the customer's right to receive the records.
Retrieve the Temenos account activity and available statement information for the period.
Use the bank's document process to supply the requested record, distinguishing an activity export from an issued statement.
Deliver the document through the bank's customer channel and record its period, reference, and recipient.
The result
The customer receives the requested account history and the delivery is documented.
Update a verified customer's contact details
Finn completes an accepted customer information change and confirms the updated Temenos record.
Typically handled byCustomer information administrator
Starts when
A customer reports a change to their contact or address details.
What Finn handles
Follow the bank's identity-verification process and collect the exact requested correction.
Obtain the evidence or bank decision needed for a security-sensitive or regulated field.
Update the accepted Temenos customer information and inspect the resulting record.
Send the bank's change confirmation through its designated channel and finish the associated customer case.
The result
The accepted customer information is updated with its verification and confirmation recorded.
Answer a loan repayment question
Finn explains the loan's current repayment facts and completes the borrower's service request.
Typically handled byLoan servicing representative
Starts when
A borrower asks about an upcoming installment, payment date, or remaining schedule.
What Finn handles
Verify the borrower and retrieve the Temenos loan details, outstanding bill, and repayment schedule.
Explain the dates and amounts shown in the current arrangement and relate them to the question.
Collect any requested change for the bank's authorized servicing decision without promising different terms.
Send the confirmed answer or recorded decision and update the service record.
The result
The borrower receives a clear answer based on the loan's current terms and schedule.
Complete an accepted repayment-date change
Finn applies the bank's recorded servicing decision and delivers the updated loan schedule to the borrower.
Typically handled byLoan servicing administrator
Starts when
The bank and borrower accept a repayment-date or frequency change.
What Finn handles
Read the accepted loan, new repayment timing, effective date, and required borrower acceptance.
Compare the decision with the current Temenos arrangement and schedule.
Apply the specific repayment update and retrieve the resulting schedule.
Send the bank's updated schedule to the borrower and file the decision and execution result in the servicing record.
The result
The loan schedule reflects the accepted change and the borrower receives the confirmed result.
Record an approved loan arrangement
Finn completes the loan setup administration after the lending team accepts the borrower and terms.
Typically handled byLoan booking administrator
Starts when
The bank records its final loan approval and accepted borrower terms.
What Finn handles
Read the lending decision, customer, product, amount, term, and conditions from the connected nCino record.
Create the corresponding Temenos loan arrangement with the bank's accepted values.
Check the created arrangement and complete the loan-booking checklist, keeping funding authorization with the bank's funding owner.
Record the core loan reference in nCino and send the completed setup information to the servicing team.
The result
The accepted loan is recorded in the core system and linked to its lending decision and servicing handover.
Reconcile account activity with an external record
Finn compares a defined set of Temenos transactions with the bank's settlement records and completes the reconciliation and exception tracking.
Typically handled byBank operations reconciliation analyst
Starts when
The bank's daily settlement reconciliation is due.
What Finn handles
Read the accepted account scope, business date, and reconciliation definitions.
Retrieve the Temenos transactions and the bank's connected settlement records for that scope.
Match the entries, investigate unmatched references, and obtain the finance owner's outcome for items needing correction.
Publish the completed reconciliation and record the owner's completed corrections or specific unresolved actions.
The result
The settlement period has a documented reconciliation and accountable outcomes for its unmatched items.
Complete a banking relationship review brief
Finn gathers the customer's recorded accounts and loan facts and produces the briefing the relationship manager needs.
Typically handled byRelationship banking operations analyst
Starts when
A customer relationship review is scheduled.
What Finn handles
Read the review purpose and the verified customer's permitted account and arrangement scope.
Retrieve Temenos balances, product arrangements, fees, and relevant transaction facts for the review period.
Write the factual briefing with source dates, recorded service issues, and questions for the relationship manager.
Save it in the connected Salesforce account and complete the meeting agenda and agreed follow-up tasks.
The result
The relationship manager receives a current factual briefing and a complete meeting preparation record.
Connection setup
Set up the connection around your work.
Contact Finn to discuss the records your workflow needs and the actions you want it to perform.
Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Temenos.
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