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Software development for marketing training scheme
Project duration: 1 year, 3 months
Brief description
A software system previously developed by PTA is updated and functionally enhanced. The system is used by a large insurance company for the final examination in their marketing training scheme. The available product portfolio is updated, context-specific training material provided and dynamic aspects, such as random events in the life of a sample customer are factored in.
Supplement
On the servers at the corresponding locations, an SQLite database is installed in which the entries of the sales trainer and participants are saved. The application is implemented with Java 1.5 as a standalone application. The read and write access to the database is performed via the iBatis framework. The MVC pattern implements the connection of persistence and interfaces. Three different applications provide the functions both for trainers and participants, as well as administrators. With the JExcel Framework, the software writes the results of the evaluations directly to Excel tables, where they are finally graphically displayed by an Excel-based evaluation module. The Java framework iText is used for creation of training documents in PDF format.
Subject description
The software is kept up to date with the latest/adjusted insurance and financial products. To reduce the predictability of previously static results and economic development calculated across a sample customer life cycle, the system takes into account dynamic interest rates and random events, which affect insurable risks, achievable earnings and debt servicing, and therefore the customer's overall business result. Participants get the opportunity to correct incorrect entries, taking into account minus points. In future, training course documents will always be created within the context of the application as up-to-date PDF documents in order to reduce printing costs, and to ensure that the latest data context is always maintained. Transfer of product configurations via a defined interface of a central agency information system of the insurance company is intended to improve ease of use and reduce incorrect entries for participants.
Overview
- Industries insurance
- Specialist tasks sales support, software development
- DV tasks customised software further development
- System environment Client/Server, PC systems/networks
- Procedure model iterative procedure
- Databases SQLite
- Development/ test tools Eclipse, NetBeans, SpiraTeam, Subversion,
Project period01.10.2010 - 31.12.2011
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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