Project Report On(LICAgent Automation)

Submitted by SASWATA ROY (071210510026) PARTHA ROY (071210510014)

In partial fulfillment of 5th Semester, M.C.A

Under the guidance of

SRABASTI MUKHERJEE&

AMRITA ROY(Department of Computer Application)

BENGAL INSTITUTE OF TECHNOLOGY (121)

Basanti Highway, Hadia, Kolkata -700152

Objectives of project Insurance is designed to protect the financial

well-being of us and our dependents in the case of unexpected loss.

This software’s reduces the paper work of insurance agent and there are many other features to purely help the insurance agents to progress in their fields.

This agent automation system starting form entry of customer details, policy purchase details to managing premium dues, maturity and generating report in different forms.

It also encompasses premium calculator with premium illustration, product browser and agent adviser.

Task New purchased policy enrollment. Observation of existing policy. Agent can enroll new policies. Calculation of policy premiums. Generate automatic alert for due and

maturity. Report generation.

Assumption

There are several policies under LIC. We have considered few policies for the catalog…..

Insurance Plans— 1. Jeevan Saral (whole life plan)

2. Komal Jeevan (Children Future Plan) 3. New Bima Gold (Money back policy)

4. Health Plus (Mediclaim policy) 5. Market Plus (Unit Plan) 6. Gratuity Plus(Group scheme)

Mode percentages & Age_limit percentages are considered same for all policies. Module Agent Module: • Agent module manages the total all

information about the agent and their related activities.

• Agent module adds enables insurance agent to add new customer who wants to take an insurance scheme

• This module prints an application form in the printable format that will be filled by customer.

It browses the product catalog. Premium Calculator Module:

• Premium calculator module provides a means to calculate premium amount easily and efficiently.

• It calculates the premium details automatically when agent supplies valid data to it.

• This module is able to provide necessary premium illustrations.

Alert Module: • This module is responsible for total all

management of premium due and maturity alert.

• This system enables agents to send premium due alert to the respective customer.

• It also enables agents to send maturity notification to customer when the policy of the customer gets matured.

User• In this agent automation system only one

user can actively take part i.e. ‘Agent’.• Passively ‘Policy holders’ are the other

users.

Output Report

The agent generates different report for this managerial purpose. The option may be specified as:

• Report for number of policies processed in specific duration with detailed breakup.

• Report for detail commission.• Report for detail receipts.

Problem domain

• Design part of the project is quite complex. In time of designing DFD & ERD we have faced some problem.

• The project is quite unique. That’s why we have to discuss a lot on its designing and coding.

• We have considered different interest rate for different mode and age limit. So the calculation of calculator module is little bid of complex in nature.

• Conversion of string text to integer from user input is done with attention.

• The project will run only in Internet Explorer browser.

SOFTWARE REQUIREMENT SPECIFICATION

Development Environment:

This constitutes of:• MS Word (for documentation)• VB.NET,ASP.NET,HTML(Coding)• Oracle 10g (Used as the backend

Database)• Microsoft Visual Studio 2005

Operating and Maintenance Environment:

This constitutes of: WINDOWS 95/98/2000/XP Internet browser(MS internet

explorer) for launching the system Pentium Processor Minimum of 256 MB RAM Uninterrupted Power Supply (UPS) I/O Devices like keyboard, mouse Video display monitor

Storage devices such as Hard Disk Drive (HDD), Secondary Storage.

System Platform:ASP.NET is a radical update of Microsoft's Active Server Pages (ASP). ASP.NET is a powerful server based technology designed to create dynamic and interactive HTML pages on demand for your Web site or corporate intranet. Its design improves upon nearly every feature of classic ASP, from reducing the amount of code you need to write to giving you more power and flexibility.

ASP.NET is a key element in Microsoft's .NET Framework, providing Web-based access to the immensely powerful .NET development environment. It allows us to create Web applications in a new, flexible way by placing commonly used code into reusable controls of various kinds that can fire events initiated by the users of a site.

ASP.NET branches out into many other technologies, such as Web services, ADO.NET, custom controls, and security. ASP.NET 1.1 itself is a fairly light update to the complete

wholesale changes that occurred in ASP.NET1.0.

ADOActiveX Data Objects (ADO) is the technology that gave its name to ADO.NET (although in reality the differences are far greater than the similarities). ADO is merely an OLE DB consumer – a thin layer allowing users of high -level languages such as VB and script languages to access OLE DB data sources through a simple object model; ADO is to OLE DB more or less what RDO was to ODBC. Its popularity lay in the fact it gave the vast number of Visual Basic, ASP, and Visual J++ developers easy access to data in many different locations. If OLE DB was the foundation on which UDA was built, ADO was the guise in which it appeared to the majority of developers. And, in certain scenarios, ADO still represents a valid choice for developers on the .NET Framework. Moreover, because many of the classes and concepts are similar, knowledge of ADO is a big advantage when learning ADO.NET.

ORACLEOracle is an object-relational database. A relational database is an extremely simple way of thinking about and managing the data used in a business. It is nothing more than a collection of tables of data. We all encounter tables every day: weather reports, stock charts, sports scores.These are all tables, with column headings and rows of information simply presented. Even so, the relational approach can be sophisticated and powerful enough for even the most complex of businesses. An object-relational database supports all of the features of a relational database while also supporting object-oriented concepts and features.

Analysis

PRELIMINARY INVESTIGATION

We have done a detailed survey on this topic

before we start our project. In the survey, we

have found similar types of much software in

the market, some are owned by the Insurance

companies and some are private.

In the survey of that software, we have

found all software are build to help Insurance

agents. This software reduces the paper work

of insurance agent and there are other many

features to purely help the Insurance agents to

progress in their fields.

Some of the software for Insurance Agent

surveyed by us is –

i) Software use by the Agent’s of LIC

We have also visited the site to know the pros

and cons of Insurance and related topics is –

www.licindia.in (LIC Website)

In the survey we have found that all

Insurance software for Agent’s help is stand

alone which is become outdated in the present

global scenario. That software also does not

allow the Agents to send Premium or Maturity

alert for their Customers.

We have tried to create a user friendly, use

full, easy to handle software.

DESIGN & MODELLING

DATA FLOW DIAGRAM

Normalized database

SQL> desc catalog;

Name Null? Type

----------------------------------------- -------- ----------------------

POLICY_NO NOT NULL VARCHAR2(20)

STATUS VARCHAR2(20)

POLICY_NAME VARCHAR2(40)

POLICY_DESC VARCHAR2(150)

SQL> desc catalog2;

Name Null? Type

----------------------------------------- -------- -------------

POLICY_NO VARCHAR2(20)

POLICY_AGELIMIT VARCHAR2(30)

POLICY_PREMPERCENT VARCHAR2(20)

SQL> desc catalog3;

Name Null? Type

----------------------------------------- -------- ---------------

POLICY_NO VARCHAR2(20)

POLICY_MODE VARCHAR2(30)

MODE_PERCENT VARCHAR2(20)

SQL> desc customer;

Name Null? Type

----------------------------------------- -------- -------------------

CUST_INDEX NOT NULL VARCHAR2(20)

CUST_FNAME VARCHAR2(30)

CUST_LNAME VARCHAR2(30)

CUST_DOB VARCHAR2(40)

CUST_SEX VARCHAR2(10)

CUST_ADDRESS VARCHAR2(50)

CUST_EMAILID VARCHAR2(50)

CUST_PHONENO NUMBER(15)

CUST_OCCUPATION VARCHAR2(30)

CUST_ANNUALINCOM NUMBER(10,4)

CUST_PANNO VARCHAR2(30)

SQL> desc purchasedpolicy;

Name Null? Type

----------------------------------------- -------- -----------------

POLICY_REGNNO NOT NULL VARCHAR2(30)

POLICY_NO VARCHAR2(20)

POLICY_NAME VARCHAR2(20)

POLICY_TERM NUMBER(10)

POLICY_PURCHASEDT VARCHAR2(40)

POLICY_MATURITYDT VARCHAR2(40)

POLICY_AMOUNT NUMBER(10,4)

POLICY_PREMAMT NUMBER(10,4)

POLICY_PREMWITHFINE NUMBER(10,4)

POLICY_NEXTPREMDT VARCHAR2(40)

POLICY_LASTPREMDT VARCHAR2(40)

POLICY_NOMINEE VARCHAR2(30)

POLICY_NOMINEERELTN VARCHAR2(20)

POLICY_STATUS VARCHAR2(30)

CUST_INDEX VARCHAR2(20)

SQL> desc commission;

Name Null? Type

----------------------------------------- -------- -----------------

POLICY_NO VARCHAR2(20)

POLICY_NAME VARCHAR2(20)

COMMISSION_AMT NUMBER(10,4)

COMMISSION_DT VARCHAR2(40)

COMMISSION_DURATION NUMBER(10)

POLICY_REGNNO VARCHAR2(25)

SQL> desc receipt;

Name Null? Type

----------------------------------------- -------- --------------

TRANSACTION_ID NOT NULL VARCHAR2(50)

RECEIPT_PREMAMT NUMBER(10,4)

RECEIPT_DT VARCHAR2(40)

CUST_NAME VARCHAR2(50)

CUST_INDEX VARCHAR2(20)

POLICY_REGNNO VARCHAR2(25)

CODING

Calculator:Protected Sub Button1_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles Button1.Click Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim str1 As Integer = CInt(TextBox50.Text) Dim str2 As Integer = CInt(DropDownList2.Text) Dim str3 As String = DropDownList3.Text Dim str4 As String = DropDownList5.Text Dim str5 As Integer = str1 / str2 Dim str6 As String = "select Policy_prempercent from catalog2 where (Policy_agelimit = '" & DropDownList5.Text & "')" Dim cmd As OleDbCommand = New OleDbCommand(str6, con) Dim dr As OleDbDataReader = cmd.ExecuteReader() dr.Read() Dim str10 As Integer = CInt(dr(0)) Dim str7 As Integer = CInt(str5 + str5 * (str10 / 100)) Dim str8 As String = "select Mode_percent from catalog3 where (Policy_mode = '" & DropDownList3.Text & "')"

Dim cmd1 As OleDbCommand = New OleDbCommand(str8, con) Dim dr1 As OleDbDataReader = cmd1.ExecuteReader() dr1.Read() Dim str11 As Integer = CInt(dr1(0)) Dim str9 As String = CInt(str7 + str7 * (str11 / 100)) If (str3 = "monthly") Then str9 = str9 / 12 ElseIf (str3 = "quarterly") Then str9 = str9 / 4 ElseIf (str3 = "half-yearly") Then str9 = str9 / 2 ElseIf (str3 = "yearly") Then str9 = str9 End If TextBox51.Text = str9

End Sub

Data insert into customer table:

Protected Sub Button3_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles Button3.Click Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim sqlstr As String = "insert into customer(CUST_INDEX,CUST_FNAME,CUST_LNAME,CUST_DOB,CUST_SEX,CUST_ADDRESS,CUST_EMAILID,CUST_PHONENO,CUST_OCCUPATION,CUST_ANNUALINCOM,CUST_PANNO) values('" & TextBox12.Text & "','" & TextBox13.Text & "','" & TextBox14.Text & "','" & TextBox15.Text & "','" & DropDownList6.Text & "','" & TextBox17.Text & "','" & TextBox18.Text & "','" & TextBox19.Text & "','" & TextBox1.Text & "','" & TextBox2.Text & "','" & TextBox3.Text & "')" Dim cmd As OleDbCommand = New OleDbCommand(sqlstr, con) cmd.ExecuteNonQuery() Response.Write("One record inserted") End Sub

Data insert into purchasedpolicy table:Protected Sub Button4_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles Button4.Click Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim sqlstr As String = "insert into purchasedpolicy(POLICY_REGNNO,POLICY_NO,POLICY_NAME,POLICY_TERM,POLICY_PURCHASEDT,POLICY_MATURITYDT,POLICY_AMOUNT,POLICY_PREMAMT,POLICY_PREMWITHFINE,POLICY_NEXTPREMDT,POLICY_LASTPREMDT,POLICY_NOMINEE,POLICY_NOMINEERELTN,POLICY_STATUS,CUST_INDEX) values('" & TextBox32.Text & "','" & TextBox24.Text & "','" & TextBox25.Text & "','" & TextBox26.Text & "','" & TextBox27.Text & "','" & TextBox28.Text & "','" & TextBox29.Text & "','" & TextBox30.Text & "','" & TextBox31.Text & "','" & TextBox53.Text & "','" & TextBox54.Text & "','" & TextBox55.Text & "','" & TextBox56.Text & "','" & TextBox57.Text & "','" & TextBox58.Text & "')" Dim cmd As OleDbCommand = New OleDbCommand(sqlstr, con) cmd.ExecuteNonQuery() Response.Write("One record inserted")

Data insert into commission table:Protected Sub Button6_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles Button6.Click Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim sqlstr As String = "insert into commission(POLICY_NO,POLICY_NAME,COMMISSION_AMT,COMMISSION_DT,COMMISSION_DURATION,POLICY_REGNNO) values('" & TextBox44.Text & "','" & TextBox45.Text & "','" & TextBox46.Text & "','" & TextBox47.Text & "','" & TextBox48.Text & "','" & TextBox49.Text & "')"

Dim cmd As OleDbCommand = New OleDbCommand(sqlstr, con) cmd.ExecuteNonQuery() Response.Write("One record inserted") End Sub

Data insert into receipt table:Protected Sub Button5_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles Button5.Click Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim sqlstr As String = "insert into receipt(TRANSACTION_ID,RECEIPT_PREMAMT,RECEIPT_DT,CUST_NAME,CUST_INDEX,POLICY_REGNNO) values('" & TextBox38.Text & "','" & TextBox39.Text & "','" & TextBox40.Text & "','" & TextBox41.Text & "','" & TextBox42.Text & "','" & TextBox43.Text & "')" Dim cmd As OleDbCommand = New OleDbCommand(sqlstr, con) cmd.ExecuteNonQuery() MsgBox("One record inserted") End Sub

Report for purchased policy:Protected Sub Page_Load(ByVal sender As Object, ByVal e As System.EventArgs) Handles Me.Load Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim cmd As OleDbCommand = New OleDbCommand("select * from purchasedpolicy", con) Dim adp As OleDbDataAdapter = New OleDbDataAdapter(cmd) Dim ds As New DataSet3 adp.Fill(ds, "purchasedpolicy") Dim rs As New ReportDocument rs.Load(Server.MapPath("purchasedpolicy.rpt")) rs.SetDataSource(ds) CrystalReportViewer1.ReportSource = rs End Sub

Report for receipt:Protected Sub Page_Load(ByVal sender As Object, ByVal e As System.EventArgs) Handles Me.Load Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim cmd As OleDbCommand = New OleDbCommand("select * from receipt", con) Dim adp As OleDbDataAdapter = New OleDbDataAdapter(cmd) Dim ds As New DataSet1 adp.Fill(ds, "receipt") Dim rs As New ReportDocument

rs.Load(Server.MapPath("receipt.rpt")) rs.SetDataSource(ds) CrystalReportViewer1.ReportSource = rs

End Sub

Report for commission:Protected Sub Page_Load(ByVal sender As Object, ByVal e As System.EventArgs) Handles Me.Load Dim con As OleDbConnection = New OleDbConnection("provider=MSDAORA;user id=saswata;password=roy;data source=XE") con.Open() Dim cmd As OleDbCommand = New OleDbCommand("select * from commission", con) Dim adp As OleDbDataAdapter = New OleDbDataAdapter(cmd) Dim ds As New DataSet2 adp.Fill(ds, "commission") Dim rs As New ReportDocument rs.Load(Server.MapPath("commission.rpt")) rs.SetDataSource(ds) CrystalReportViewer1.ReportSource = rs End Sub

TestingSoftware Testing

It is often refers to as verification and validation.

Verification: It refers to the set of activities

that ensures the software correctly implement a

specific function. It can be achieved by Unit

Testing and Integration Testing.

Validation: It refers to different set of activities

that ensures that the software that has been

built is traceable to the customer requirements.

It is achieved by Alpha & Beta Testing.

Verification

User:- Agent UserSl

.N

o

Module Test

Case

Title

Descri

ption

Expected

Outcome

Resu

lt

1. Register

for new

custom

er

Verificat

ion for

registrat

ion of

new

user

Data

for all

the

mandat

ory

field

should

be filled

Registration

should be

successful

Pass

ed

2. Attempt

to

Verificat

ion of

Registr

ation

Registration

should be

Pass

ed

register

with

invalid

data

required

data

and

error

messag

e

failed

due to

invalid

data

failed

3. Attempt

to re-

register

Verificat

ion for

error

messag

e

Registr

ation

failed

Registration

should

failed

Pass

ed

4. Update

custom

er

profile

Verificat

ion for

data

update

Profile

update

d

Profile

should be

updated

Pass

ed

5. Premiu

m

calculat

or

Verificat

ion for

premiu

m

calculati

on

Calculat

es

premiu

m for

differen

t plan

Should

calculate

premium for

different

plan

Pass

ed

6. Plan

catalog

Verificat

ion for

browsin

g

User

can

browse

differen

Should allow

user to

browse

Pass

ed

catalog

plan

t plan

catalog7. Report

generat

or

Verificat

ion of

generati

ng

different

report

Shows

various

reports

request

ed by

user

Should

generate

report

Pass

ed

8. Alert Verificat

ion for

premiu

m alert

Shows

premiu

m alert

Should

shows

premium

alert

Pass

ed

User manual

This is the home page of LIC agent automation.By clicking on catalog link the catalog insert table will open.

This is the page for insert data into catalog, catalog1, catalog2 tables.By clicking on links catalogdesc,catalogage_limit,catalogmode the details for all catalog will displayed.

These page display the catalog desc,catalogagelimit,catalog_mode details. User can back to home page by clicking on the home icon.

By clicking on calculator link in home page the calculator module will open.

By clicking on purchasedpolicy link in home page the purchasedpolicy details table will open.User can input data here.

By clicking on view table link the database can be displayed with detailed data.

In the details page the report icon will show the report in printable format.

By clicking on customer link in home page the customer table structure will open.User can input data here.

By clicking on view table link the database can be displayed with detailed data.

By clicking on commission link in home page the commission structure table will open. User can input data here.

By clicking on view table link the database can be displayed with detailed data.In the details page the report icon will show the report in printable format.

Similarly receipt link will open receipt module.

Future scope:

• Lots of policies can be entered in catalog database.

• Maturity alert can be generated.

• Agent can search using the customer name.

• A different interest rate for different policies can be added.

BIBLIOGRAPHY

References taken from various books, websites are as follows:- For Software Engineering

Software Engineering by Pressman An Interface Approach to Software Engineering by Pankaj

Jalote For ASP.net

Beginning ASP.NET by WROX ASP.net Bible

For asp.net server Asp.net by Hans Bergsten (O’REILLY) Developing Asp.net projects by James Goodwill (TechMedia) www.oracle.com MSDN

For ORACLE SQL Fundamentals of Oracle by Jeremy Zawodny Database System Concept by Henry F. Korth Oracle original manual SQL by Evan Bayross

THANK YOU