Initial situation

The previous accounting system for commissions was inflexible in terms of setting parameters and limited with regard to integration with other systems. The current structure of the present calculation modules is also too complex to react promptly to the changing world of banking (e.g. new products).

Objective

Important to the main objectives of this assignment and the goal for the project are:

• Mapping of different terms and conditions
• Mapping of special agreements
• Openness and flexibility with respect to mapping
• (bank and insurance)
• Mapping of very complex rate models
• Simulation of new products and their rate models
• Automated accounting, controlling and reporting

Specific challenges

• Short implementation time for the project of only 3 months until "going live"
• Transition to flexible products and parameters
• Simulation process based on different use cases
• Open and technologically long-term applicable architecture platform

The solution

From the start atori GmbH and DZ PRIVATBANK (Schweiz) AG backed an implementation that allowed a high degree of flexibility for all requirements. In doing so, it was essential to choose an architecture that made it possible for parameterizable business models to be designed and at the same time also display simulations.

The flexibility was achieved through the use of Visual Rules from Innovations Softwaretechnologie GmbH. The Visual Rules business rules system is a tool for graphically modeling business logic for Java architectures.

In the project business rules are developed separately from application logic. This allows the solution to be achieved with a level of transparency and maintainability previously not possible.

Rule code is automatically generated from the models developed. These are integrated into the application. At the same time JAS creator establishes the connection between backend systems and the application. This achieves flexibility with respect to rule based application development and the underlying source systems. Reaction to changes and alterations can now be done quickly.

Roland Greber, Project Management, DZ PRIVATBANK, confirms: "The architecture and solution recommended by atori gives us the possibility of efficiently, inexpensively and effectively checking and implementing new products, models and strategies. atori proved to be a competent and pragmatic partner who is completely goal-oriented.

Products used

JAS creator version 3.7 - integration tools from atori GmbH. The tool both integrates Visual Rules and makes sure that all systems (legacy, source systems, etc.) are flexibly integratable.

Visual Rules version 3.2 - the graphical development tool that supports companies in efficiently integrating business logic into applications.

Overview: Customers