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Stock transfer system for brokers (enhancements)
Project duration: 5 months
Brief description
The project includes further development of the stock transfer system for brokers (see project ID 2669).
Supplement
During the course of the project, the technical functions are enhanced while, simultaneously, the application is refactored. Furthermore, there is a migration from IBM WebSphere Process Server 6.2 to IBM WebSphere Process Server 7. Spirateam is used to manage tasks and errors.
Subject description
When needed (e.g. if a broker retires), entire customer and contract portfolios have to be transferrable to one or more new brokers. Particular attention has to be paid here to dividing the portfolio according to the expected commission. In the course of the enhancements, it is also possible to differentiate between advisor types when transferring portfolio; in this case, the Excel export is also adjusted. Furthermore, search screens are added to the existing system and filter areas are revised.
Overview
- Industries insurance
- Specialist tasks broker, field staff, insurance, inventory management
- DV tasks customised software further development
- System environment Client/Server, host systems, Internet/Intranet
- Procedure model iterative procedure
- Databases DB2
- Development/ test tools Eclipse, IBM Rational Application Developer (RAD), IBM WebSphere Integration Developer, JDK (SDK), JEE, soapUI, SpiraTeam, SQuirreL SQL Client,
Project period01.11.2010 - 15.04.2011
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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