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Maintenance and further development of planning tool I

Project duration: 10 months

Brief description

The planning tool developed under project ID 2657 is revised and functionally enhanced. The existing memory logics in the database are then changed. Responsibility is then transferred for maintenance and further development of the Java application, so technical support for the entire planning tool is then also covered.

Supplement

Certain tables are redesigned on the database side. The change to the save logic for account balances means that numerous services have to be rewritten. In addition to this, the planned portfolio figures are distributed to the individual contracts in accordance with new algorithms. These algorithms are now controlled in the host service by means of metadata. This means that the method can be changed without altering the code. Responsibility is taken for maintaining and further developing both the Java GUI and the Java server components. One essential task is migrating to a new version of the proprietary framework used. The performance and planning interface in Excel are improved. New key figures are introduced. There is a new Excel application for creating new contracts; like the planning interface, this application is integrated into the overall architecture. In other words, it is called from the Java GUI, controlled via metadata and it communicates with the host services via CICS client.

Subject description

The planning tool is made available to users in a specific time frame for quarterly planning. Due to its use around the world, 24/7 availability has to be guaranteed during this time frame. Data for existing contracts is made available from the posting system. Individual contracts can be created again, canceled or deleted with the planning tool. Planning the contracts aggregated into portfolios is divided into three parts. First, the user can manually correct the actual status. Various parameters, each of which defines a business case, are used to carry forward the percentage changes to the premiums, costs and damages that form the basis for calculating the other key figures. After this, targeted adjustments can be made. Pivot evaluations are used to visualize the complete plans. The updated planning data forms the basis for subsequent plans in the phase that follows.

Overview

Project period01.11.2010 - 31.08.2011

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