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Planning tool
Project duration: 11 months
Brief description
Design and redevelopment of an existing application for planning the entire insurance business. Planning "business cases" at any level of granularity makes it possible to fulfill the US GAAP invoicing standards and identify internal key figures. Generic programming using metadata simplifies maintenance and further development of the application components.
Supplement
The development of the planning tool is based on a customer-specific waterfall model. Data storage, data processing services and all batch processes are on the mainframe. The user interface consists of one Java and one Excel application. In the Java application, users aggregate contracts into portfolios. It consists of a user interface based on Spring and a server component (IBM WAS) as an interface to the host services (via Spring CCI, CICS) and to the database (via JDBC and Hibernate). The Java application is implemented by another body in the course of this project. The portfolio is planned in an Excel VBA application that is called from the Java dialog and that communicates directly with the host services via the CICS client. Both the layout and the characteristics of the user interface, such as adding/removing key figures, locking cells or setting parameterized formulas, can be configured using metadata.
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
- Industries insurance
- Specialist tasks calculation, reinsurance, risk analysis, Risk Management
- DV tasks customised software new development
- System environment Client/Server, host systems
- Procedure model customer standard
- Databases DB2
- Development/ test tools QMF, Subversion,
- Operating systems Windows XP, z/OS
Project period23.11.2009 - 30.10.2010
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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