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Stock assignment / Stock transfer
Project duration: 1 year
Brief description
A broker's own customer acquisition data is indispensable for sales purposes. When transferring stocks, it is necessary to support the transfer of customer and acquisition data from the submitting broker. The goal is to develop a procedure to provide automatic support for the loss-free transmission of data stored in the customer's own CRM system in cases of retirement, the setting up of a new office, a redistribution of stock, the formation or breakup of a partnership.
Supplement
Two complex functionalities are developed in this project, which enable the user to perform stock assignments and stock transfers. In the case of stock assignment, persons and their data are transferred between different agencies within a database. In the case of stock transfer, complete agencies are transferred between several databases. In the case of stock assignment, orders for the assignment can be configured, saved, and executed. Centrally provided orders can also be used as input for the stock assignment. It is possible to transfer persons from n different agencies into m different agencies in a single step. Persons already present in the destination are automatically compared to the transferred persons using the customer number. The stock assignment allows for different data volumes depending on the transfer agreement.
Subject description
Due to the restructuring of inventories, customer requests, personnel turnover, the establishment and breakup of companies, and the establishment and breakup of office sharing arrangements, the need to transfer anything from individual customers to entire data stocks between agencies and databases recurs again and again. It is therefore necessary, before the transfer, to consolidate the data basis with the aid of transfer-specific migration rules.
Overview
- Industries insurance
- Specialist tasks inventory alterations, inventory planning
- DV tasks customised software new development
- System environment Client/Server
- Procedure model iterative procedure
- Databases Sybase SQL Anywhere
Project period16.06.2010 - 30.06.2011
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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