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UNIFI FUNCTIONAL SPECIFICATIONS V2.0

1.1.1.1 Project Information
Name of Project:

2011 Data Strategy

Name and Location of Business

Requirements Document
Project #:

04981

Project Sponsor:

Cheryl Heilman

Project Manager:

Tracy Cambron

1.1.1.2 Document Information

Author

Version

Date

Summary of Changes

1.1.1.3 Approval Information

Name

Function

Date

Signature

Page 1

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Table of Contents
2 Functional Requirement FR 11 Performance............................................................................3
2.1 FR 10.1- A-Agent Performance............................................................................................. 3
2.1.1 Context........................................................................................................................... 3
2.1.2 Frequency....................................................................................................................... 3
2.1.3 Volume........................................................................................................................... 3
2.1.4 Requirement Details....................................................................................................... 3
2.1.5 Natural Key -Target........................................................................................................ 3
2.1.6 Source:........................................................................................................................... 4

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Functional Requirement FR 11 Performance

2.1

FR 10.1- A-Agent Performance

2.1.1

Context

2.1.2

Frequency

2.1.3

Volume

2.1.4

Requirement Details

2.1.5

FR
10.
1.1

The data will be stored in the A-Agent Performance table.

FR
10.
1.2

This data is provided by Perform

FR
10.
1.3

The data in this table will start from XX/XX/XXXX.

FR
10.
1.4

Once the relationship has been terminated, the record should be purged after
x years from date of termination

Natural Key -Target

Target Table Column

A-Agency Party Key
A-Agency Situation Code
A-Agent Party Key
A-Agent Situation Code
A-Company Number
Reference Key
A-Contract Number
A-Company Code
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Target Table Column

A-Company Type Code
A-Coverage Code
A-Sub Coverage Code
A_Specification Key
A-Performance Statistic Type
Reference Key
Transaction Type Reference
Key
A-Performance Payment
Type Reference Key
A-Performance Duration
Number
A-Performance Process Date

2.1.6

Source:

Performance- IHPEPERF

2.1.6.1 Mapping to A-Agent Performance Result

Source
Table /
Column

Source
Data
Type

Field
Num
Start

Field
Num
End

Requir
ed

ZCIHPERFAGY

ZCIHPERFAGY-AGTACCESS
ZCIHPERFAGY-SIT
ZCIHPERFAGT

Expression
(Transformation)
Autogen Key

Target Table
Column

Target
Data
Type

Agent Performance
Result Key

Num(19)

Look up Party Key from

Party where:
Party. A_Party
Identifier=ZCIHPERF.AG
ENCY_NO

Num(19)
A-Agency Party Key
A-Agency Situation
Code

ZCIHPERFAGY-AGTACCESS

Var
Char(20)

Look up Party Key from

Party where:
Party. A_Party
Identifier=ZCIHPERF.AG
ENT_NO

Num(19)
A-Agent Party Key

ZCIHPERFAGT-SIT

A-Agent Situation
Code

Varchar(
20)

ZCIHPERFCOMPANY-

A-Company Number

Num(19)

Page 4

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Source
Table /
Column

Source
Data
Type

Field
Num
Start

Field
Num
End

Requir
ed

Expression
(Transformation)

Target Table
Column

Target
Data
Type

CODE
ZCIHPERFCONTRACTNO

ZCIHPERFCO-CODE

ZCIHPERFCO-TYPE

ZCIHPERFCOVERAGECODE

ZCIHPERFSUBCOVERAGECODE

Num(19)
A-Contract Number

A-Company Code

Num(19)

Num(19)
A-Coverage Code

A-Sub Coverage
Code
Y

Look up A_Specification
Key where

Varchar(
19)

Select
GR.general_reference_k
ey from
ods.general_reference
GR where
GR.REFERENCE_TYPE
_CODE =
A_PERF_STAT_TYPE
OPTION
AND
GR.reference_code =
ZCIHPERF-STATISTICTYPE

ZCIHPERFSTATISTICTYPE
Y

Varchar(
19)

A-Performance
Statistic Type
Reference Key

Select
GR.general_reference_k
ey from
ods.general_reference
GR where
GR.REFERENCE_TYPE
_CODE =
A_PERF_TRANS_TYPE
OPTION
AND
GR.reference_code =
ZCIHPERF-TRANSTYPE

ZCIHPERFTRANSTYPE

Select
GR.general_reference_k
ey from
ods.general_reference
GR where
GR.REFERENCE_TYPE

Varchar(
20)

A_Specification Key

ZCIHPERF-PLANCODE=Product
Specification.A_Plan
Code Name

ZCIHPERFPLAN-CODE

ZCIHPERFPAYMENTTYPE

A-Company Type
Code

Num(19)

Varchar(
19)

Transaction Type
Reference Key
A-Performance
Payment Type
Reference Key

Varchar(
19)

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Source
Table /
Column

Source
Data
Type

Field
Num
Start

Field
Num
End

Requir
ed

Expression
(Transformation)

Target Table
Column

Target
Data
Type

_CODE =
A_PAYMENT_TYPE
OPTION
AND
GR.reference_code =
ZCIHPERF-PAYMENTTYPE
ZCIHPERFDURATION

ZCIHPERFALTADDITIONAL
-IND

A-Performance
Duration Number
Select
GR.general_reference_k
ey from
ods.general_reference
GR where
GR.REFERENCE_TYPE
_CODE =
A_PERF_ALT_ADD
AND
GR.reference_code =
ZCIHPERF-ALTADDITIONAL-IND

ZCIHPERFPROCESS_X
DATE

ZCIHPERFEFFECTIVE_
XDATE

ZCIHPERFPOLICYCOUNT

ZCIHPERFFACEAMOUNT

ZCIHPERFPRODUCTIO
N_CREDIT

ZCIHPERFPREMIUMCREDIT

Varchar(
20)

A-Alternate
Additions Code
Reference Key

Select
GR.general_reference_k
ey from
ods.general_reference
GR where
GR.REFERENCE_TYPE
_CODE = A_DIVIDEND
OPTION
AND
GR.reference_code =
ZCIHPERF-INCREASETYPE

ZCIHPERFINCREASETYPE

Varchar(
20)

Varchar(
19)

A-Performance
Increase Type Code
Reference Key
A-Performance
Process Date

Date(7)

A-Performance
Effective Date

Date(7)

A-Performance
Policy Count
Number

A-Face Amount
A-Production Credit
Amount
A-Premium Credit
Amount

Number(
19)
Num(15,
2)
Num(15,
2)
Num(15,
2)

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Source
Table /
Column

Source
Data
Type

Field
Num
Start

Field
Num
End

ZCIHPERFSYSTEMSOURCE

Requir
ed

Expression
(Transformation)

Target Table
Column

Y
A-System Source
Name

Target
Data
Type
Var
char(50)

2.1.6.2 Record Rejection

Source Table Column

Rejection
Criteria

Rejection Reason

2.1.6.3 Natural Key Source

Source Table Column

ZCIHPERF-AGY
ZCIHPERF-AGY-SIT
ZCIHPERF-AGT
ZCIHPERF-AGY-AGTACCESS
ZCIHPERF-AGT-SIT
ZCIHPERF-COMPANYCODE
ZCIHPERF-CONTRACT-NO
ZCIHPERF-CO-CODE
ZCIHPERF-CO-TYPE
ZCIHPERF-COVERAGECODE
ZCIHPERF-SUBCOVERAGE-CODE
ZCIHPERF-PLAN-CODE
ZCIHPERF-STATISTICTYPE
ZCIHPERF-TRANS-TYPE
ZCIHPERF-PAYMENT-TYPE
ZCIHPERF-DURATION
ZCIHPERFPROCESS_XDATE

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