Professional Documents
Culture Documents
Abstract: This is a project of ACTIVITY MANAGEMENT SYSTEM for a PRUDENTIAL bank. The client is the person who comes for the sake of getting premium from the agent of a prudential bank. (Here agent is the one who gets the premium from the client. The duty of the agent is not only to get the premium from the client but agent sees how the client can be convinced to pay the premium.) The system is to automate agents reports. This can be used for maintaining and evaluation of sales activities. It allows the life advisor to set goals and accomplish them. It is very useful to motivate the advisor to do better, with reference of his previous progress. Use of the project: This project has been developed as per the general requirements of an Insurance Advisor. But it is going to be at most customized for the Prudential Insurance Advisor. This software can also be used or modified as per the exact requirements of any particular Insurance companys Insurance Advisor. In this project JSP is used instead of applets because the agent has to send the information to the server and it process it and sends the information to the client. And since this is a online project JSP is better than using applets. JSP is a server side scripting.
Zonal Manager List This sub-module is used to retrieve the list of Zonal Mangers who have registered in the particular organization. Here the details of all the zonal mangers will be given. These details comprise zonal These details From other manger id, first name, last name and the user name. will be available only in the Zonal Manager module. Manager List This sub-module is used to retrieve the list of managers with their details who were working under the particular Zonal Manager. In an organization there will be several zones and each zone will have several managers. These managers details can be retrieved here by zone wise. Branch List This module is used to retrieve the list of branches that comes under a particular zone. Here the Zonal manager number is given to identify the particular zone in which the branches were selected. Here the details like the Branch No, Branch Name, Address of that Branch and the Manger Name for that particular branch are given. This will be useful for the Zonal Manager to check the branch details in less time. A snapshot of this sub-module is shown here. Add New Branch This module helps the Zonal Manager to add a new branch in his zone. This facility is only authorized to the Zonal Manager. Other managers cannot have this functionality. Here the Zonal Manager has to give a new manager for that branch. That details of the manager name, login name, password, e-mail id, address and phone number should be given. This will be helpful for the zonal managers to check the managers are working for that particular zone.
Agent List This module is used to retrieve the whole details of the agents belonging to that particular zone. sold so far were given. Here the agent details like agent number, name, login name, policy type, branch number and policies With these details the Zonal Manager can check the performance of the agents and he can assign incentives for the agents based on their performances. Replace Manager This module helps the Zonal Manager to change or replace a branch manager from one branch to another. If a particular branch manager is getting retired or transferred to another branch then a new manager has to be appointed for that branch. The Zonal Manager can use this facility to replace the managers by selecting the branch number in which they were working. Here the Zonal Manager has to select the branch number in which the manager has to be changed. If a branch is selected then it moves to the next page where has to give the new managers details. Once these details were entered then the particular branch manager details will be changed automatically in the database. Incentive Details In this module the Zonal Manager can fix the incentives for the agents based on the targets they achieved. Every agent will be given a target day and task. Based on the task completed by the agent at the end of the target day he will receive an Incentive amount. This amount will be fixed only the zonal manager. Every month the zonal manager can allot the incentive or he can set the incentive amount as per the target achieved.
Policy Details This module is used to view the details of what are all the policies that particular organization has. explained in a detailed manner. In that each policy will be Some of the details are: General
Policy Conditions, Requirements, Benefits, Premium amount, Premium period and so on. Like this all the policies will have its own document details. Logout This is used to close the session of the Zonal Manager Login. If the user has logged out it will take the user to home page of the Activity Management System. Manager Module This module will describe about the various functionalities of the Manager. Each manager will be given with one user name and password. With this the manager has to enter into his module. If a manager login to his page then he will be given his home page called the manager task page. This page will also display the name of the particular Manager with his manager id. In this page the functionalities and controls of the user will be given. sub-modules of this Manager module. They are, Manger List Agent List Add New Agent Set Target Performance Report Policy Details Logout These are the
Agent Module This module will describe about the various functionalities of the agent. Each agent will be given with one user name and password. With this the agent has to enter into his module. If an agent login to his page then he will be given his home page called the agent task page. This page will also display the name of the particular agent with his agent id. In this page the functionalities and controls of the user will be given. These are the sub-modules of this agent module. They are, Enquiry Details Customer Entry Appointment Details Policy Details Agent List Incentive Report Activity Report Logout Client Module This module will describe about the various functionalities of the client. Each client will be given with one user name and password. With this the client has to enter into his module. If a client login to his page then he will be given his home page called the client task page. This page will also display the name of the particular client with his client id. In this page the functionalities and controls of the user will be given. These are the sub-modules of this client module. They are, My Account Change Password
3.1 REQUIREMENT ANALYSIS AND SPECIFICATIONS 3.1.1 HARDWARE REQUIREMENTS Processor Memory size Storage Display : : : : Pentium III 800 MHz 128 MB RAM 20 GB Hard Disk 1.44 MB - 3.5 Floppy Disk EGA/VGA Color Monitor 600 x 800 Pixels Resolution High Color (16 Bit) Key Board Mouse : Any with minimum required keys : Any
3.1.2 SOFTWARE REQUIREMENTS Operating System Front-End Tool Web Server Back-End Tool : : : : Windows 2k family. and Java Bean) Apache Tomcat 5.0. SQL-Server HTML, Java Script, J2EE (Servlets, JSP, JDBC
3.1.3 DATA DICTIONARY Data dictionary is a repository that contains all the description of all data produced by the software. It is an organized listing of all data elements that are pertinent to the system. Field Name ZMGNO Field Field Type Number Length 15 nts Primary This is primary key key FirstName 2 LastName 2 LoginName 2 LoginPwd 2 MGNO Number 15 key FirstName 2 LastName 2 LoginName 2 LoginPwd EmailId Address Phoneno Varchar 2 Varchar2 Varchar2 Varchar2 10 25 100 10 Not Null Null Not Null Null Manager Password E_Mail Address of the the Varchar 20 Not Null Varchar 20 Not Null Varchar 20 Not Null Primary This is primary key which is uniquely of of identify a client First Name Manager Last Name Varchar 10 Not Null Manager Password Varchar 20 Not Null Varchar 20 Not Null Varchar 20 Not Null which is uniquely identify a client First Name of the Zonal Manager Last Name of the Zonal Manager Manager login name Constrai Description
Brno Username
10 20 20 15
manager Branch
No
of
password AGNO
user Primary This is primary key key which is uniquely identify a client First Name of Agent Last Name of Agent Agent login name Agent Password E_Mail Agent Address agent Phone no Id of of of the the the the
FirstName 2 LastName 2 LoginName 2 LoginPwd EmailId Address Phoneno Brno PType Target
Varchar Varchar Varchar Varchar 2 Varchar2 Varchar2 Varchar2 Varchar2 Varchar2 Varchar2
20 20 20 10 25 100 10 10 10 10 10 15
Not Null Not Null Not Null Not Null Null Not Null Null NotNull NotNull NotNull
be
achieved NotNull No. of policies sold Primary This is primary key key which is uniquely of identify a client First Name customer
FirstName 2
Varchar
20
Not Null
20 20 10 25 100 10 15
Not Null Not Null Not Null Null Not Null Null NotNull
Last
Name
of login
customer Customer
agent
AGENT LIST
ZONAL MANAGER
AGENT
MANAGER
PERFORMANCE REPORT
ENQUIRY
ACCOUNT
CUSTOME R
POLICY DETAILS
The unnormalized table is that which does not satisfy any constraints. The table is in unnormalized form if it has multiply entries for a single corresponding entry.
3.2.2 INPUT DESIGN The following inputs are required in the proposed system for database as well as for data manipulation. The input for following modules. ZONAL MANAGER MODULE MANAGER MODULE AGENT MODULE CUSTOMER MODULE All the above modules are used in the following controls. They are Buttons: The most widely used control is the push button. A push button is a component that contains a label and that generates an event when it is pressed. Text Area: Sometimes a single line of text input is not enough for a given task. To handle these situation, the AWT includes a simple multi line editor called Text Area. Text Field: Text field class implements a single line text entry area, usually called an edit control. Text field allows the user to enter strings and to edit the text using the arrow keys, cut and paste keys and mouse selection. Radio Button: It is possible to create a set of mutually exclusive check boxes in which one and only one check box in the group can be checked at any one time.
Drop_ Down Box: The drop_ down box class provides a compact, multiple- choice, scrolling selection list. Unlike the choice object, which shows only the single selected item in this menu.
Example:
: : :
SAVE
CANCE L
3.3 IMPLEMENTATION
The implementation is the process of converting the design into actual code. The implementation process is done after completing the designing task. The goal is to provide the logical order for a creation of the modules and creation of the system. The implementation of any software requires perfect satisfaction of the user. The proposed system takes into account the various difficult faced by the users in operating system and provides user friendly operations. The system is implemented in the server and checked for its performance and accuracy. Successful implementation of the software is accomplished. This project is to be done using J2EE as front end and Ms-Access as back end. This project use JSP, HTML controls and events, connected through JDBC ODBC source.
3.4 TESTING
Software testing is a critical element of software quality assurance and represents the ultimate review of specification, design, coding. The engineer creates a serious of test cases that are intended to demolish the software that has been built. In fact, testing is the one step in this software engineering process, that could be viewed as destructive rather than constructive. The testing process is divided into Three major components as follows UNIT TESTING The software is tested using the unit test method. Unit testing focuses verification effort on the smallest unit of software design module. Using the procedural design description as a guide, important control parts are tested to uncover errors with in the boundary of the module. Every module in the project is checked for verification. Example: Error float avg; Description Variable avg may not have been initialized. avg=avg+Double.parseDouble (rs1.getFloat(9))) Missing Term Give the missed Term Correction float avg=0; Unit Testing Integration Testing Validation Testing
INTEGRATION TESTING This testing is the systematic technique for constructing the program structure by performing the test in each module and later combining the entire individual module to form a very large program. Example: Error: The requested resource (http://localhost:8080/dhana/html/resource.html) is not available. Correction: The requested resource should be specified for calling the correct page.
VALIDATION TESTING Validation testing is the process of testing the input. Whether the given inputs are valid or invalid. Example: The error message will be displayed whenever the wrong data entered into the textbox. If (Prj_Id=XXX) then error message will be displayed. Because it accept only number.
re-engineering project.
4. CONCLUSION
The ACTIVITY MANAGEMENT SYSTEM has been developed to overcome the problem faced in the present system. The developed package was found to work out the operation effectively. The objectives of the system have been achieved. The goals that have been achieved are: A Ensure process time and increase throughput. Simplifies the operation. Avoid some manual work in the existing system. Reduce data redundancy and inconsistency. User friendly input screens to enter data. and efficient system has been successfully
consistent
developed, implemented and tested. The system has been developed using J2EE and Oracle8i under Windows 2000. The system is very flexible and user friendly. So further changes can be incorporated into the system easily. Adequate documentation provides for maintenance and future enhancement.
5. BIBLIOGRAPHY
Java Server Pages -James Goodwill, BPB Publications, I Edition. Software Engineering - Rogers Pressman, Mc Graw Hill Publications Java2 complete reference -Herbert Schildt Oracle SQL * Plus JavaScript - David Flanagan (OReilly) Jonathan Gennick (OReilly) Ivan Bay Ross, II Edition. The Programming Language of ORACLE
6. APPENDIX
6.1 SOFTWARE PROFILE Windows 2000: The computing world was presented with the first release of the totally new and revolutionary operating system. Microsoft windows performance and features that previously has been accessible only on $20,000 annotations became instantly available to anyone with a high-end personal computer. Windows is now Microsoft Corporations premier operating system. Designed around powerful and well thought software architecture, the primary features that allow Windows to use the full power of todays processors are: Scalability: The ability to run on a single pc chip with a single user up to a multi-user, microprocessor and network installation. The Windows GUI: The familiar graphical user interfaces it presents to the world.
Technologies used: J2EE: J2EE is introduced in 1998 defines a multi-tier architecture for Enterprise Information Systems (EIS).By defining the way in which the multi-tier application should be developed; J2EE reduces the costs, in both time and money, of developing large scale enterprise systems. The J2EE platform specifies the logical application components within a system and defines the roles played in the development process. While developing a project, it is significant that the technologies using for development must be reliable, flexible and robust. In case of a customer support tool application like this, the matter is more important because it details with a large number of clients and handles confidential data. After comprehensive analysis, found that java and related technologies are more suitable for customer support tool applications since java has many features set that allow it to be an effective platform for customer support tool. In addition, Sun has a strong understanding of the critical business issues necessary to consider for customer tool. Another reason that java in variety of application servers. Java 2 Enterprise Edition (J2EE) makes the java language an even better in the customer arena because of some key features like: J2EE makes java a fully-fledged server-side
development platform.
J2EE has a solid infrastructure that provides a well-tested implementation of much common applications needs such as security and messaging. J2EE standardizes development making it easier for
companies to commit to J2EE. Java2 Enterprise Edition or J2EE is a package of specifier aligned to enable the development of multiplier enterprise applications. The specifications outline the various components needed within J2EE enterprise systems the technologies for accessing and providing services and even the roles played during the development, deployment and runtime lifecycle. J2EE handles many critical tasks of customer support tool such as login maintenance and database maintenance and access.
J2EE Architecture:
WIN32
Application Components Four application components are defined in J2EE Platform .They are Application Components(Stand alone java clients) Applets(java code which executes within a browser) Web Components(JSPs, Servlets) Server Components(EJBs, J2EE, API implementations) Web Components They are server side components generally used to provide the presentation layer to be returned to a client. 2 types of web components existing are Java Server Pages (JSPs) and Java, Servlets.
JAVA CODE
Intermediate compilation HP-VX Solaris
Java Server Pages: There are two ways to achieving dynamic content generation. They are, Programmatic content generation. Template-based content generation Java Servlets fall into the first category, while Java server pages belong to typically comprise of Static HTML/XML components Special JSP Tags Optionally, snippet of code written in Java Programming Language called Scriplets. Unlike a plain HTML page, which contains static content that always remain the same, a JSPs page can change its content based on any number of variable items, including the identify of the user, the users browser type, information provided by the user, and selections made by the user. A Jsp page contains standard markup language element such as HTML tags, just like a regular web page. A jsp element that allow the server to insert dynamic content in the page. Jsp elements can be used for a wide variety of purposes, such as retrieving user preferences. Jsp pages share the Write Once, Run anywhere characteristics of Java technology. Jsp technology is a key component in the java 2 platform, enterprise edition, and Suns highly scalable architecture for enterprise applications.
Jsp can use the full capability of Java components such as JDBC, RMI, CORBA, JMS and JNDI. Java Server Pages are built on top of Java servlets and are designed to increase the efficiency in which programmers and even non-programmers can create web content. The main advantages of using JSP are: JSP pages can be used in the combination with servlets that handle the business logic, the modal supported by Java servlet template engines.
JSP pages are interpreted only once; to java byte-code and reinterpreted only when the file is modified.
JSP supports both scripting based and element based dynamic content, and allows programmers to develop custom tag libraries to satisfy application-specific needs. JSP pages are pre-compiled for efficient server processing. JSP run on all the main web servers. It is true that both servlets and JSP pages have many features in common and can be used for serving up dynamic web content. Naturally, this may cause some confusion as to when to opt for one of the technologies over the other. Java Server Pages provide a much cleaner separation of presentation from logic, and are simpler to write. Together, JSP technology and servlets provide an attractive alternative to other types of dynamic web scripting/programming that offers platform independence, enhanced performance, and separation of logic from display, ease of administration, extensibility into the enterprise and most importantly, ease of use. Server Components Server components can be in form of EJBs (Enterprise Java beans). EJBs executes within a container that manages the runtime behavior of EJBs.
Working with the Model View Controller Typically entity beans are used to provide the model logic, while a mix of entity beans and session beans are used to provide the control logic and web components are used to Implement control and presentation logic. The Java Beans specification allows software components to be written in java, which encapsulates the logic behind the web application and remove the bulk of the script let code that would otherwise clutter up the jsp. The result Jsp code that is simpler, easier to maintain, and which is more readily accessible to non-programmers. Java uses the beans specification to allow the creation of software components that can be used by other developers and designers to build specialist applications. Javas cross platform nature means that the same Java bean should be reusable across any machine. This really frees us from dependence on any particular platform both
Database used:
Database is a major concern in a customer support tool application. Hence, made a detailed study to find the most suitable databases for this project. The result was Oracle which is the most powerful database with reliable features.
Oracle:
Oracle is a trademark of Oracle Corporation and in common usage refers to the database engine (which actually looks for the data) and the range of front-end products. Oracle 8i is the largest selling SQL-based RDBMS and a most commercially useful product. Advantage of Oracle 8i: Portability Oracle is ported for more platforms than any of its competitors running on more than 100 hardware platforms and 20 Networking protocols. This makes writing an Oracle application fairly safe from changes of direction in hardware and operating system and therefore a safe bet. You can develop a fairly full-featured application with little knowledge of the underlying operating system. Oracle 8i provides support for online backup and recovery and good software fault tolerance to disk failure. You can also do point-in-time recovery. Performance Speed of Oracle 8i database is quite well managed. Even with large database oracle 8i refers to more than 100GB databases and the performance is only raw. But includes consideration of performance with locking and transaction control.
Application Developer's Guide - An introduction to the concepts of a web application as defined in the Servlet 2.3 Specification. Covers basic organization of your web application source tree, the structure of a web application archive, and an introduction to the web application deployment descriptor (/WEB-INF/web.xml). Servlet/JSP Javadocs - The Servlet 2.3 and JSP 1.2 API Javadocs.
Catalina Developers The following documents are for Java developers who wish to contribute to the development of the Catalina servlet container portion of Tomcat itself, or to better understand its internal architecture and operation. Functional Specifications - Requirements specifications for features of the Catalina servlet container portion of Tomcat 4. Javadocs - Javadoc API documentation for the Catalina servlet container portion of Tomcat 4.
Configuring Tomcat This section will acquaint you with the basic information used during the configuration of the container. All of the information in the configuration files is read at startup, meaning that any change to the files necessitates a restart of the container
6.3
Table Name: AGT Primary Key: AGNO FIELDNAME AGNO FIRSTNAME LASTNAME LOGINNAME LOGINPWD EMAILID ADDRESS PHONENO BRNO PTYPE TARGET POLICIESSOLD Table Name: BR Primary Key: BRNO FIELDNAME BRNO BRNAME ADDRESS ZMGNO
TABLE STRUCTURE
DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(10) VARCHAR(20) VARCHAR(100) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(20) NUMBER(15)
KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL NULL NOT NULL NULL NOT NULL NOT NULL NOT NULL NOT NULL
KEY TYPE PRIMARY KEY NOT NULL NOT NULL FOREIGN KEY
Table Name: CST Primary Key: CSTNO FIELDNAME CSTNO FIRSTNAME LASTNAME LOGINNAME LOGINPWD EMAILID ADDRESS PHONENO AGNO DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(10) VARCHAR(20) VARCHAR(100) VARCHAR(20) NUMBER(15) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL NULL NOT NULL NULL FOREIGN KEY
Table Name: CUSTPOLICY Primary Key: POLICYNO FIELDNAME POLICYNO CSNO PDATE YEARS PAMT MODE PREMIUM DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) NUMBER(15) NUMBER(15) VARCHAR(20) NUMBER(15) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL NOT NULL FOREIGN KEY
Table Name: ENQDETAILS Primary Key: ENO FIELDNAME ENO ENQFNAME ENQLNAME ENQTYPE ENQDATE EMAILID ADDRESS PHONENO AGNO STATUS Table Name: MGR Primary Key: MGNO FIELDNAME MGNO FIRSTNAME LASTNAME LOGINNAME LOGINPWD EMAILID ADDRESS PHONENO BRNO DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(10) VARCHAR(20) VARCHAR(100) VARCHAR(20) VARCHAR(20) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL NULL NOT NULL NULL NOT NULL DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(10) VARCHAR(20) VARCHAR(100) VARCHAR(20) NUMBER(15) VARCHAR(10) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL NULL NOT NULL NULL FOREIGN KEY NOT NULL
Table Name: PAYMENT Primary Key: POLICYID FIELDNAME POLICYID DUEDATE PAYDATE PAYMENT DATATYPE NUMBER(15) DATE DATE VARCHAR(20) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NULL
Table Name: ZMGR Primary Key: ZMGNO FIELDNAME ZMGNO FIRSTNAME LASTNAME LOGINNAME LOGINPWD DATATYPE NUMBER(15) VARCHAR(20) VARCHAR(20) VARCHAR(20) VARCHAR(10) KEY TYPE PRIMARY KEY NOT NULL NOT NULL NOT NULL NOT NULL
666
SCREEN LAYOUT
AGENT LIST
REPLACE MANAGER
INCENTIVE DETAILS
POLICY DETAILS
MANAGER LIST
AGENT LIST
PERFORMANCE REPORT
CUSTOMER DETAILS
AGENT LIST
INCENTIVE REPORT
PAYMENT DETAILS