Treasury systems training
COLUMEN

A safe place to learn how a treasury system actually works.

A practical, vendor-neutral training environment for understanding treasury workflows, system configuration and controls without working in production.

Vendor-neutral Synthetic data Realistic workflows Segregation of duties Full transaction lifecycle
Request access Visit columen.io
Safe No real payments, accounts or financial data
Practical Users learn by configuring and operating the system
Vendor-neutral Transferable workflow and control logic
Practitioner-built Informed by real treasury implementation experience
Two ways to learn

Start with a working environment. Then learn how to build one.

Columen supports both guided learning and configuration practice.

01 Guided

Guided Training Environment

A pre-configured treasury environment using realistic synthetic data and workflows.

Explore See how treasury data and workflows fit together
Operate Book deals, raise payments and reconcile activity
Understand Follow transactions through cash flow and accounting
Explore → operate → understand
02 Configure

Client Configuration Environment

Start without client-specific configuration and build the treasury environment before operations can begin.

Build Entities, currencies, counterparties and bank accounts
Control Roles, approvals and operating boundaries
Test See what depends on configuration and what happens when it is wrong
Configure → operate → test
Practical system depth

More than learning where to click.

Columen connects treasury transactions to the workflows, controls and downstream processes that sit behind them.

01

Static data & configuration

Entities, currencies, counterparties, bank accounts, users, roles and controls.

02

Dealing

Money Market, FX Spot and Swaps, Interest Rate Swaps, Cross Currency Swaps and Bonds.

03

Cash & payments

Cash positioning, payment templates, payment initiation, approvals and segregation of duties.

04

Reconciliation

Statement import, matching rules, auto-match, exception investigation and manual resolution.

05

Accounting

Accounting events, posting rules, journal entries, accounting runs and period controls.

06

Reporting

Practical reporting across transactions, cash, accounting and operational activity.

Why Columen exists

Production is not a training environment.

People new to treasury systems are often taught the task they need to perform, but have limited opportunity to explore the system around that task.

Columen creates space to experiment, make mistakes and see why workflows and controls behave as they do, without operational risk.

Production
  • Real financial data
  • Real operational consequences
  • Limited scope for experimentation
  • Training usually follows assigned tasks
Columen
  • Synthetic data
  • Safe consequences
  • Space to experiment and learn
  • Visibility across the wider workflow
A different training purpose

Not a replacement for your company test environment.

A corporate UAT or test database teaches users how one particular system has been configured for one organisation.

Columen teaches the underlying workflow, control and system logic that transfers across Treasury Management Systems.

Company test environment Learn how this organisation uses this system.
Columen Learn how treasury system logic works and why.
Who it is for

Practical learning at different stages of treasury experience.

Columen is designed for people who need a broader understanding of how a treasury system fits together.

01

New to treasury systems

Build confidence before or alongside first exposure to a corporate Treasury Management System.

02

Treasury professionals

Understand the wider system beyond the specific workflows used in a day-to-day role.

03

Treasury teams

Provide practical learning without giving people freedom to experiment in production.

Designed for training

Realistic controls. No real financial risk.

Columen is a training platform. It is not connected to real bank accounts, payment networks or production financial data.

Synthetic data No real client or financial information required
Separate organisations Every part of the system checks which organisation a user belongs to, with automated tests across payments, accounting, reconciliation and reporting
Invite-only access Access is provided through Lumin Treasury Consulting
COLUMEN

Request access to Columen.

Access is currently by invitation. Tell us about your background or training requirement and we will confirm the most appropriate starting point.

Request access info@lumintreasury.com