PROJECT PROFILE
Objective-: To computerize the LIC Agents Policy and
Premium anagement !ystem "
This system is basically designed
#or The agent $ho is $or%ing $ith the LIC o#
I&'IA"
This is dealing $ith computerization o# the
policy and calculates Premium management
done by the agent" It also calculates the
agent(s commission and )onus he gets on
the policies
Operating system-: icroso#t *indo$s +P
,')!-: icroso#t ACC-!! .//0
1ront -nd Tool-: icroso#t 2isual )asic 3"/
Project 'uration-: AP,IL TO 45&-./67
Project 8uide -: r" &isarg Prajapati
!ubmitted by-: )hagchandani anisha 8"
1
INDEX
ain
Topic
!ub-
Topic
!ubject
6" Introduction to System.
6"6 'e#inition"
." Introduction to -9isting !ystem"
0" ,e:uirement O# Analysis"
0"6 &eed to develop such system"
0". !cope o# system"
0"7 Object o# proposed !ystem"
0"; 1act 8athering techni:ues"
7" Introduction to proposed system"
;" !ystem 'esigning
;"6 Conte9t 'iagram
;". 'ata #lo$ 'iagram
;". 'ata 'ictionary"
;"0 I<O !creen o# Proposed !ystem"
2
INTRODUCTION
Policy The main objective behind the project is to computerize L"I"C Agent(s
Policy And Premium Operation"
The project covers Plan aster and Policy In#ormation aster to identi#y the type
o# Plan as $ell as conditions regarding Plans.
It also provides in#ormation about Policy amount and policy duration as $ell
as Policy =older" ,e#erence Policy In#ormation master contain the In#ormation o#
that Policyholder $ho has already any policy $ith L"I"C" Agent In#ormation
aster #orm has In#ormation o# total Agent $ith L"I"C"
The Transaction !ection contains the Policy #orm $ith various areas li%e Plan
In#ormation> Personal In#ormation> &ominee In#ormation> Occupation> and
Physical Identity"
The ,eport !ection contains
Proposal ,eceipt having In#ormation o# Policy =older(s policy
amount and duration o# Policy as $ell as aturity date o# Policy"
,ene$al Premium ,eceipt contains Premium amount regarding Policy
=older(s ode o# Payment $ith duration o# and Policy amount"
3
ABOUT TE OR!ANI"ATION
LIC O1 I&'IA i"e" Li#e Insurance Corporation o# India is dealing $ith providing li#e
security to the people"
Its mission is to e9plore ? enhance the :uality o# li#e o# people through #inancial
security by providing products ? services o# aspired attributes $ith competitive
returns>? by rendering resources #or economic development"
4
CURRENT S#STE$
The current system is manual system" !o all the $or% o# calculations and
record %eeping is done manually"
I&T,O'5CTIO&-:
1rom the very beginning the agent used to maintain the
records o# the policies o# the policyholder> along $ith the premium amount and
duration o# the policy manually"
The commission on each policy $as also calculated manually"
oreover ho$ much bonus does the agent gets along $ith the sum $ise assured
report $as done manually $hich could lead to many serious errors"
Traditional the policy holder used to come to the agent regarding in#ormation
about the polices and the added advantages> the agent used to provide
in#ormation based on the typical plan and then discussed the premium amount
and the total sum to be %ept #or the #i9ed number o# durations"
Thus this could lead to the #ollo$ing conse:uences"
=ence the calculations are per#ormed manually"
5
Chances o# error prone data"
Calculations are not per#ormed speedily"
PROBLE$S FACED B# TE CURRENT $ANUAL
S#STE$
P,O)L- I'-&TI1ICATIO&
The phase o# system analysis process deals $ith problems that are a##ecting in
the current manual system" The problems are those> $hich are a##ecting the
organization in it daily routine $or%"
As the gro$ing trend in In#oTech *orld o# computers need o# accuracy> per#ect
ness> speed and high memory data storage is a must" -ach and every problem
must be solved $ith a least amount o# time and energy"
The problems #aced by e9isting system are described as belo$:
'i##iculty in aintenance o# ,ecords"
Time Consuming"
-diting o# data becomes a tedious job"
&o !ecurity o# 'ata"
ista%es Occurring in long Calculations @!alary Calculations> -mployee
%no$ledge anipulations> etc"A
Lac% o# -##iciency and an Po$er"
6
=igh 'ata ,edundancy"
aintenance
'ata inconsistency
!toring"
,ecords might get lost or be insu##icient due to manual errors"
aintaining and managing data is very costly and time consuming>
because there are many documents that have to be maintained by each
branch and copies have to be trans#erred to relative branches"
Trans#er o# in#ormation $ithin the branches is costly and time
consuming
Di%%icu&ty in $'inten'nce o% Records (
It is very di##icult to maintain data record in the system as all the records are
entered in the register or the respective record boo%s" There are chances o# the
record boo%s or #iles in $hich all the data is %ept may be torn or $earied out or
some other damages $hich results in the destroyed data" Also a problem occurs
i# the data #ile or register is misplaced some$here else and is not getting at the
time o# actual re:uirement o# the data stored" It is also di##icult to maintain old
#iles and registers $hich have data o# past years that the Organization has %ept
#or #uture re#erences"
Time Consumin) (
It is very time consuming process to $rite each and every entry in the database
register" Also it ta%es a lot o# time i# all the entries are repeated" In the system
processes such as ma%ing di##erent type o# reports> billing> boo%ing and
cancellation o# tic%ets and tedious calculations are e9amples o# time consuming
process in the system"
7
It is also time-consuming process to %no$ the total number o# #lights and the
status o# seats available and the payment o# tic%et done partially or #ully in
advance or not" i"e" to %no$ the status o# any Organization is very di##icult to
%no$> $hen $ritten manually but through computerized system it ta%es less time
as it is speedy and accurate"
Editin) o% D't'(
anual $ritten data cannot be changed or edited once $ritten" I# there is a
mista%e and i# $e try to rub and $rite it again it ma%es the register very dirty and
untidy> $hich creates a bad impression o# the business" I# data is entered
incorrect $hole document gets incorrect $hile editing $rongly entered data
cannot easily solve errors"
I# one has done some $rong entry then to edit the data one has to go through
lots o# records and> again and again editing the record ma%es it di##icult to read"
D't' Insecurity (
As the data is stored in #iles or registers> it is not in a secure place" As the
storage media here are #iles and boo%s or registers there are chances o# getting
these storage media lost> torn> or it may go in the hands o# $rong person $ho
can destroy the database or it can also be destroyed accidentally" Also in the
system data should be sho$n to the person according to his position and post in
the Organization> everybody should not be allo$ed to use all the data"
I# the data goes in the hand o# $rong person then he<she may ta%e the
advantage o# the data and the Organization may loose its mar%et value" !o
security is the major aspects o# the Air Line ,eservation system"
Re*ort !ener'tion(
As Organization deals $ith the di##erent airlines and customers so it re:uires
many types o# reports and generate the reports o# #light and boo%ing or
8
cancellation status so it becomes very tedious #or the o##ice $or%ers o# the
Organization to chec% all the respected date and data> and according to the data
creating respective reports #or the transactions" A computerized system having
report ma%ing #acility can do this job easily and Organization can dra$ di##erent
types o# charts and diagrams to ma%e them understand the ups and do$ns o# his
value as $ell as mar%et"
i)+ D't' Redund'ncy (
As mentioned in the current system> due to maintenance o# so many registers
there is a high redundancy o# data i"e" same data is recorded repeatedly"
D't' Inconsistency (
=ere as mentioned in the above step the same in#ormation is $ritten in more
than one place that creates the problem> $hen there is a change or deletion in
the recorded data"
9
FACT !ATERIN! TECNI,UES
In#ormation gathering in any LIC !B!T- is not an easy
tas%
It has to be gathered in an organized $ay so that
CaD &o system details are le#t out"
CbD ,ight problems are identi#ied"
CcD ,epetitive $or% is avoided"
CdD *rong or incomplete details are not collected"
To do this> a proper search strategy must be decided #irst> search strategy
includes selecting in#ormation sources and search methods"
It also includes modeling methods to ma%e sense out o# in#ormation so
collected"
=ere an overall idea about the search methods or #act gathering
techni:ues $hich are used $hile gathering the in#ormation> they are:
C6D Intervie$ing"
C.D ,ecord inspection"
C0D Observation"
These techni:ues are used in system analysis and design stage"
10
I have visited the Agent many times to get in#ormation as $ell as the basic
problems $hich are occurring in the current e9isting manual system" As each and
every person in the o##ice has di##erent types o# job to be done so I met some o#
the people o# the o##ice"
-./ Inter0ie1s(
Intervie$ allo$s the analyst to collect or gather the in#ormation #rom the
individual or group $ho are generally the current user o# the e9isting system
or potential user o# the proposed system"
They may be managers or employee o# the #irm itsel# $ho provide the data
#or the proposed system and $ho $ill be a##ected by it"
As #ar as intervie$ is concerned> it is a time consuming process"
It is a basic source o# :ualitative in#ormation"
It allo$s the analyst to discover areas o# misunderstanding> indication o#
resistance to the proposed system"
Intervie$ could be CaD !tructured CbD 5nstructured"
C6/ Structured :
=ere> it uses standardized :uestions as #ar as response o# the :uestions is
concernedE they are divided into t$o #ormats:
CaD Open response #ormat:
=ere the :uestions are ans$ered in ones o$n $ords"
CbD Closed response #ormat:
=ere sets o# prescribed ans$ers are used"
C./ Unstructured :
=ere the :uestions are $orded to suit the respondent that provide the in#ormation
about the areas overloo%ed or not thought to be important
11
Advantages and 'isadvantages o# structured and unstructured
intervie$ing:
AD2ANTA!ES(
C6D !tructured:
-nsures uni#orm $ording o# :uestions to all respondents"
-asy to administer and evaluate"
Less intervie$ training re:uired"
,esult in shorter time"
C.D 5nstructured:
Fuestions can be $orded to suit the respondent"
ay produce the in#ormation about the areas overloo%ed or not thought to
be important"
DISAD2ANTA!ES(
C6D !tructured:
Cost o# preparation is high"
!uch high level o# structure may not al$ays be suitable"
!ome respondent may resist to such structure"
C.D 5nstructured:
Ine##icient use o# intervie$er and respondent time"
,esults ta%e a longer time"
-9tra time re:uired #or the collection o# essential #acts"
The success o# the intervie$ depends on the s%ill o# the intervie$er and
his<her preparation #or the intervie$"
12
Analysts must also be a$are o# the %inds o# di##iculties at some intervie$>
and must %no$ ho$ to deal $ith the potential problems"
5ser intervie$s $ere conducted to determine the :ualitative in#ormation" These
intervie$s that $ere unstructured intervie$s provided opportunity to gathered
in#ormation #rom respondents $ho are involved in the process #or a long time"
These intervie$s provided in#ormation such as
Activities involved in the process o# boo%ing or canceling the tic%ets"
Activities involved in the process handling di##erent #lights in#ormation"
Limitation o# e9isting system"
Problems #aced by the user in the e9isting system"
-3/ Record Re0ie1 (
It is said that better believe in records than in people"
Thus a good analyst al$ays gets #acts #rom documents"
An e9isting system can be better understood by e9amining e9isting
documents> #orms and #iles"
In record revie$ analyst e9amine in#ormation that has been recorded
about the system and users"
,ecords inspection can be per#ormed at the beginning o# study as an
introduction or later in study as a basis #or comparing actual operations $ith
$hat the records indicate should be happening"
,ecords may include:
6D *ritten policy manuals"
.D ,ules and regulations"
0D !tandard operating procedures used in the =uman ,esource
anagement"
13
7D 1orms and documents"
A good documentation system provides relationships and interaction
bet$een them"
,ecords do not sho$ ho$ tas%s are per#ormed or $hat activities are
actually occurring and $here decision ma%ing po$er lies"
Analyst through good analysis can get ans$ers to :uestions li%e:
6D *ho uses the #ormsG
.D 'o they include all necessary in#ormationG
0D =o$ readable and easy to #ollo$ is the recordsG
7D Is it ideal #or analysis and in#erencesG etc"
To gather details about the LIC POLICI-!> many %inds o# records and
reports $ere revie$ed" The study covered"
!tandard operating procedure
,eports generated by the e9isting system"
'ocument #lo$ Cinput<outputD o# the LIC POLICB !B!T-!
Process o# purchase o# policy"
Process o# storing the policy and plan in#ormation"
Process o# %eeping trac% o# each and every in#ormation"
Types and #ormat o# database registers"
-4/ O5ser0'tion(
Observation can bring in missed #acts> ne$ $ays to improve the e9isting
procedures> duplicate $or% done inadvertently> etc"
Observation can bring in $hat other #act-#inding methods cannotH )ut this
tas% is delicate because people do not li%e to be observed $hen they $or%"
It is not the :uantity o# time observed is important but the unorthodo9
angles o# observation o# the $or% content and methods are going to be
re$arding"
14
Observation gives analyst the opportunity to go behind the scenes in a LIC
POLICB A&' P,-I5 A&A8--&T !B!T- to learn inside story to
discover ho$ things $or% in ne$ areas o# in#ormation"
Observation can loo% #or:
CaD Operational ine##iciencies"
CbD Alternate routes and procedures"
CcD Interruptions in the normal #lo$ o# $or%"
CdD The usage o# #iles and documents"
CeD In#ormal communication channels> etc"
On site observation provides close vie$ o# the $or%ing o# the real system"
=e can observe people> objects> documents and occurrences o# events"
15
FEASIBILIT# STUD#
A #easibility study is underta%en to determine the possibility or probability o#
either improving the e9isting system or developing a completely ne$ system"
It helps to obtain an overvie$ o# the problem and to get rough assessment o#
$hether #easible solution e9ists"
This is essential to avoid committing large resources to a project and then repent
on it later"
Need %or Fe'si5i&ity Study(
The #easibility study is needed to
C6D Ans$er the :uestion $hether a ne$ system is to be installed or
notG
C.D 'etermine the potential o# the e9isting system"
C0D Improve the e9isting system"
C7D Ino$ $hat should be embedded in the ne$ system"
C;D 'e#ine the problems and objective involved in a project"
C3D Avoid costly repairs at a later stage $hen the system is
implemented"
CJD Avoid crash implementation o# a ne$ system"
CKD Avoid the L=ard$are Approach( i"e" getting a computer #irst and
then deciding ho$ to use it"
16
There are three aspects in #easibility study portion o# the preliminary
investigation"
C6D Technical #easibility"
C.D -conomic #easibility and
C0D Operational #easibility o# the project"
-./ Tec+nic'& Fe'si5i&ity :
Technical 1easibility determines $hether the $or% #or the project be
done $ith the present e:uipment> current procedures> e9isting so#t$are(s
technology and available personnelG
I# ne$ technology is needed then $hat alternatives $ill be needed in
the present structure and $or% ethosG
This $ill re:uire a close e9amination o# the present system"
The technical #easibility should as% :uestions related to:
6D Ade:uacy o# available technology"
.D Ade:uacy o# hard$are"
0D Available o# computer"
7D Operating time and support #acilities> etc"
Technical #easibility determines $hether the technology needed #or the proposed
system is available and ho$ it can be integrated $ithin the MLIC POLICB ?
P,-I5 A&A8--&T !B!T-N and Technical evaluation must also
assess $hether the e9isting system can be upgraded to use the ne$ technology
and $hether the MLIC !B!T-N has the e9pertise to use it"
The technical #easibility in the proposed system deals $ith the technology used
in the system" It deals $ith the hard$are and so#t$are used in the system
$hether they are o# latest technology or not" It happens that a#ter a system is
prepared a ne$ technology arises and the user $ants the system based on that
technology" Thus it is important to chec% the system to be technically #easible"
17
The minimum memory re:uirement is 0.) o# ,A $hile 37) is better to have
#or better per#ormance" As #ar as so#t$are is concerned> licensed version o#
icroso#t Access ./// and 2isual )asic 3"/ CPro#essional 2ersionD should be
installed on the server" There should be printer attached to the net$or% #or
printing o# various reports"
-3/ Economic %e'si5i&ity :
-conomic #easibility loo%s at the #inancial aspects o# the project" -conomic
#easibility concerns $ith the returns #rom the investments in a project" It
determines $hether it is $orth$hile to invest the money in the proposed system"
It is not $orth$hile spending a lot o# money on a project #or no returns"
To carry out an economic #easibility #or a system> it is necessary to place actual
money value against any purchases or activities needed to implement the
project"
The Advocate plans to ac:uire the necessary hard$are and so#t$are re:uires #or
the system and there is no hindrance $hether economical or other$ise to$ards
its purchase" A brie# description o# the hard$are and so#t$are re:uired in the
system is given later in the report"
-4/ O*er'tion'& %e'si5i&ity (
Operational #easibility covers t$o aspects" One is the technical per#ormance
aspect and other is the acceptance $ithin the M!B!T- N" Operational #easibility
determines ho$ the proposed system $ill #it in the current operations and $hat> i#
any job restructuring and retraining may be needed to implement the system"
In the system operational #easibility chec%s> $hether the user $ho is going to use
the system is able to $or% $ith the so#t$are(s $ith $hich the system is coded and
18
also the mind o# the user going to use the system" I# the user does not
understand or is able to $or% on the system #urther development is o# $aste"
FUNCTIONS OF PROPOSED S#STE$
The main objective is to Computerize
L"I"C Agent(s Policy And Premium
Operation"
To Identi#y the type o# Plan as $ell as
Conditions regarding Plans"
To provide in#ormation about Policy
Amount and Policy duration as $ell as
Policy =older"
SCOPE OF TE S#STE$
The project $ill success#ully reduce the $or%load o# a L"I"C Agent by
retrieving the data against particular re:uirement o# a client"
This $ill speed-up activity in today(s mar%et> and also provide
computerized data $hich is error #ree"
19
2ISUAL BASIC 6.7
2isual )asic is a programming language and development that allo$s you to
create programs> that run under the *indo$ operating system"
This rich language enables you to develop many di##erent types o# applications"
Bou can create programs that intersect $ith the hard$are"
It is a Programming language used to create *indo$ )ase Application" 2isual
)asic C)eginners All-purposed !ymbolic Instruction CodeD language"
It ma%es it very easy to get the user inter#ace o# the application and running it"
=undreds o# #unctions and latest technological advances have been added to
the language to ma%e it an industrial-strength development environment suitable
#or almost all the type o# *indo$ application"
This is especially true $ith the advent o# Internet Programming and Object
Oriented Programming"
20
2ISUAL BASIC APPLICATIONS
To create a 2isual )asic Application> you need to ta%e care o# small
components and MglueN them together into a complete application" The most
common components you $ill use are #orms> controls> classes and procedures"
6: 1O,!: -
1orms are $indo$s on $hich you built your user inter#ace"
.: CO&T,OL!-:
Controls are building bloc% o# user inter#ace" Controls also called Active +
Controls> and command button> that you use to display in#ormation to the user>
gather in#ormation #rom the user and respond to the user actions"
0: CLA!!-!-:
Classes are templates #rom $hich you can create your o$n object o# run time"
This reusable class module aids you in organizing your application into small
components that can be built into a complete application"
7: P,OC-'5,-!-:
21
Procedures are small routines you $rite that are callable #rom any$here in
your application into small components that can be called in many times"
;: -2-&T!-:
Avery important in any *indo$s Programming Language is -vents" An
event is something that occurs in response to a user interaction $ith %eyboard or
mouse" -vents are those messages that the operating system sends to the
application"
22
FEATURES OF 2ISUAL BASIC -:
2isual )asic has many #eaturesE in #act it has so many that its impossible to
list them all here> ho$ever the #ollo$ing is the list o# the more prominent
#eatures"
2isual )asic is a superset o# the 2isual )asic #or applications programming
language" This is included $ith most o# the o##ice products"
Includes a 85I development environment #or developing *indo$s application"
Provides the ability to develop and test application using an interpretive run
#unction"
Object based development is possible using class modules"
,apid application development C,A'D"
23
Allo$s #or the creation o# CO components such as Active + controls> 'LL(s and
-+-(s"
It has an e9cellent integrated help #acility and boo% online includes good
debugging #acilities"
=ave many $izards that help automate repetitive tas%s"
5ses many database access methods to get di##erent types o# data"
2ISUAL BASIC AD2ANTA!ES.
2isual )asic has many advantages over other development languages"
=as a shorter learning curve and development time than c and po$er builder"
Allo$s #or rapid application development"
-9cellent #or business applications"
Allo$ you to create active + controls"
DISAD2ANTA!ES OF 2ISUAL BASIC 6.7(8
The programs that are developed utilize more memory"
24
2isual )asic re:uires speci#ic operating system> $hich supports visual
programming"
8raphical 5ser Inter#ace is provided by visual basic $hich ta%es some
more time then other non visual programming #or e9ecution o# the program
"
ARD9ARE : SOFT9ARE SPECIFICATIONS
TOOL! 5!-'
1,O&T -&' TOOL-:
IC,O!O1T 2I!5AL )A!IC 3"/
)ACI -&' TOOL-:
IC,O!O1T ACC-!!
ARD9ARE CONFI!URATION
P,OC-!!O,-: P-&TI5 0
,A-: 37 )
=''-: K 8)
25
SOFT9ARE CONFI,URATION
OP-,ATI&8 !B!T--: *I&'O*! OK
SYMBOLS USED IN DIAGRAMS
The data #lo$ diagrams are pictorial or graphical representation o# the outline o#
the system study" The data #lo$ diagram covers all the processes and data
storage area $hich ta%es place during any transaction in the system" The data
#lo$ diagrams are #unctionally divided into conte9t level> Pero level and 1irst level
data #lo$ diagrams"
Sym5o&s used in DFDs(
C6D Process: =ere #lo$ o# data is trans#ormed" -"g" Charge
Calculations> etc"
26
C.D -9ternal -ntity: A source or destination o# data> $hich is e9ternal
to the system" -"g" Customer etc"
C0D A data #lo$: It is pac%et o# data" It may be in the #orm o# document>
letter etc"
C7D 'ata store: Any store data but $ith no re#erence to the physical
method o# storing"
27
CONTEXT LEVEL DIAGRAM
28
LIC POLICY
MANAGEMNT
GOVERNMENT
CLIENT
AGENT
Inform!"on R#$or!%
En&'"r(
R#)#"*#% Info
R'+#%
ZERO LEVEL DFD
29
P+n
M%!#r
1,0
P+n M%!#r
P+n
Pro)#%% for
L") Po+")(
2,0
P+n
A-#n!
.#+f/Info
Po+")( 0o+1#r R#$or!
Pr#m"'m R#$or!
A
P+n
Inform!"on
P+n R#$or!
P+n 2#!"+%
A-#n! 2#!"+%
Inform!"on
30
A-#n! M%!#r
3,0
A-#n! Pr#m"'m In!"m!"on
Pr#m"'m Pro)#%%"n-
4 ,0
P+n
.#+f/Info
Pr#m"'m
In!"m!"on R#$or!
Po+")(
M%!#r
P+n M%!#r
A
A-#n!
Inform!"on
Pr#m"'m R#$or!
P+n
Inform!"on
P#r%on+ Inform!"on
31
A
Comm"%%"on
Pro)#%%"n-
5,0
A-#n! Po+")(
Comm"%%"on C+)'+!"on
Pro)#%%
A-#n!
M%!#r
Po+")( M%!#r
Pr#m"'m In!"m!"on R#$or!
A-#n! Inform!"on
Po+")( 3 P+n
Inform!"on
Comm"%%"on R#$or!
A
DATA DICTIONAR#
The data dictionary o# any system is an integral component o# structure analysis>
since data #lo$ diagrams by themselves do not #ully describe the subject under
investigation about the system"
A data dictionary is a catalog Q a repository Q o# the elements in the system"
These elements center on data and the $ay they are structured to meet user
re:uirements and LIC POLICB ? P,-I5 A&A8--&T !B!T- needs"
This step o# creating a data dictionary is simultaneous $ith the process o# ma%ing
data #lo$ diagramCsD" =ere all the data #ields in their respective tables are allotted
so as to access these data in the system" The data tables are created in a bac%-
end tool li%e icroso#t Access> Oracle> 1o9Pro> etcR" =ere in the MLIC !B!T- N
$e are using tables created in icroso#t Access .///> as it is the bac%-end tool
used in the system"
The data dictionary consists o# di##erent major elements li%e 'ata -lements> 'ata
!tore @Tables 5sedA> 'ata 1lo$> Processes and other -9ternal entities used in
the system" The data dictionary stores details and description o# these elements"
It is developed during data #lo$ analysis and assists the analysts involved in
determining the system re:uirements" Analysts use data dictionary #or the
#ollo$ing important reasons:
To manage the details in large system"
To communicate a common meaning #or all system elements"
To document the #eatures o# the system"
32
To #acilitate analysis o# the details in order to evaluate the
characteristics and determine $here system changes should be
made"
To locate errors and omissions in the system"
The data dictionary contains di##erent types o# descriptions #or the data #lo$ing
through the system:
D't' E&ements is the most #undamental level> $hich is also considered as the
building bloc% #or all other data in the system" It re#ers to all the di##erent data
used li%e #ields> data item> etc" to ma%e the system #ully #unctional irrespective to
the table used in the system" =ere all the di##erent type o# #ields used to ma%e
table are $ritten se:uentially $ithout re#erring to the tables" This process helps in
the process o# Norm'&i;'tion o# tables"
&e9t to 'ata -lements comes the D't' stor')e $hich provides the in#ormation
o# $here and ho$ each data element is stored in $hich table and it also give
in#ormation o# any constraints i# there" This step also gives %no$ledge o# di##erent
data types used #or di##erent #ield and their size" All the normalized tables are
sho$ed in data storage"
D't' F&o1 stage sho$s the #lo$ o# data in the system" This step is can be
already seen in the data #lo$ diagrams above in this document" This step re#ers
to all the data #lo$ paths $ere transactions are done in the computerized system"
The data #lo$ step also includes di##erent processes used in the system and it is
#ollo$ed by E<tern'& Entities used in the system"
33
'ATA)A!- TA)L-!
&O TA)L- &A- '-!C,IPTIO&
6" PLA& A!T-, PLA& I&1O,ATIO&
." POLICB A!T-, POLICB 8AT=-,I&8 I&1O,ATIO&
0" &OI&-- I&1O A!T-, I&1O,ATIO& 1O, &OI&-- O1
POLICB =OL'-,
7" A8-&T A!T-, A8-&T I&1O,ATIO&
;" A8-&T COI!!IO& COI!!IO& CALC5LATIO&
3" P,-I5 I&TIATIO& P,-I5 CALC5LATIO&
J" !-L1 I&1O A!T-, P-,!O&AL I&1O,ATIO&
34
PLA& A!T-,
1I-L' TBP- 'ATA TBP- '-!C,IPTIO&
PlanS&o Te9t Plan &umber o# Plan
PlanS&ame Te9t &ame o# Plan
PlanSTermS&o &umber Plan(s Term &umber
PlanSTermS'uration &umber Term 'uration o# Plan
PlanS-lligiS
AgeSini
&umber inimum -ligibility Age #or
Plan
PlanS-lligiS
AgeSa9
&umber a9imum -ligibility Age 1or
Plan
PlanSatuSAge &umber aturity Age #or Plan
PlanS'ureSinSBear &umber inimum 'uration Bear o#
Plan
PlanS'ureSa9 &umber a9imum 'uration Bear o#
Plan
PlanSiniSAmt &umber inimum Amount o# Plan
PlanSa9SAmt &umber a9imum Amount o# Plan
PlanSAccS)ene#it Te9t Accident )ene#it o# Plan i# it is
PlanSLoanS1acility Te9t Loan 1acility on Plan
PlanSAgeSProo# Te9t Age Proo# #or Plan i# re:uired
CommissionSAgent Te9t Commission o# Agent On plan
35
POLICB A!T-,
PolicyS&o Te9t &umber o# policy provided to policy
=older
PlanS&o Te9t !ho$s the plan $hich Policy
=older has Ta%en
!umSassured &umber Policy Amount o# Plan
'tSo#S
Comm"
Te9t 'ate on $hich policy is ta%en
'uration &umber 'uration o# plan #rom date o#
comm
ode Te9t ode o# Payment #or Premium
&ame Te9t &ame o# Policy =older
1athS&m Te9t 1ather(s &ame o# Policy =older
=usbandS
&ame
Te9t =usband(s &ame o# Policy =older
!e9 Te9t !e9 o# Policy =older
PreSAdd Te9t Present
Add o# Policy =older
PermSAdd Te9t Permanent Add o# Policy =older
PinSCode &umber Pin code
&umber o# Policy =older
PhS&o &um Phone &o o# Policy =older
'tSo#S)irth 'ate )irth date o# Policy =older
Age &umber =older(s current Age
PlSo#Sbirth Te9t )irth place o# Policy =older
Occupation Te9t Occupation o# Policy
'esg Te9t 'esignation o# Policy =older
'ept Te9t 'epartment o# Policy =older
!ervSperiod &umber !ervice period o# =older
&ameS$or%Spl Te9t &ame o# $or%ing Place
AddS$or%Spl Te9t Address o# $or%ing Place
-ducation Te9t Fuali#ication o# Policy =older
tSIncome &umber onthly Income o# =older
36
=eight &umber =eight o# Policy =older
*eight &umber *eight o# Policy =older
Chest &umber Chest o# Policy =older
Abdomen &umber Abdomen o# Policy =older
Identity Te9t Any physical Identity o# Policy
=older
!pectSL &umber !pect &umber o# Le#t -ye
!pectS, &umber !pect &umber o# ,ight -ye
&OI&-- I&1O A!T
1I-L' TBP- 'ATA TBP- '-!C,IPTIO&
PolicyS&o Te9t Policy &umber o# Policy
=older
&omineeS&o &umber Policy =older(s &ominee &o
,elation Te9t ,elation o# policy =older
$ith &ominee
&ommSPer% &umber &ominee o# ho$ many
Percentage in Policy
!tateSo#Shealth Te9t !tatus o# health o# &ominee
AgeSo#Sdeath &umber Age in $hich the &ominee
died
BearSo#S'eath &umber Bear in $hich &ominee died
CauseSo#Sdeath Te9t Causes o# &ominee(s death
37
A8-&T A!T-,
1I-L' TBP- 'ATA
TBP-
'-!C,IPTIO&
)ranchScode Te9t )ranch o##ice code number o#
Agent
'SOSCode Te9t 'esignation O##ice Code o#
Agent
AgentSCode Te9t Agent(s code through $hich
the Policy is ta%en
Address Te9t Address o# Agent
City Te9t City o# Agent
Pin Code &umber Pin code number o# Agent
PhoneS&o &umber Phone num o# Agent
-Smail Te9t -Smail Add o# Agent
1a9 &umber 1a9 &umber o# agent
38
P,-I5 I&TIATIO&
1I-L' TBP- 'AT- TBP- '-!C,IPTIO&
PolicyS&o Te9t Policy &umber o# $ho(s policy is
ta%en by Agent
PolicyS
=olderS&m
Te9t &ame o# policy holder $ho(s policy is
ta%en by Agent
'tSo#S
Commencem
-nt
'ate 'ate on $hich policy is ta%en
ode Te9t ode o# Premium o# Policy =older
through $hich he can get
Commission
PrSamount &umber Premium Amount on $hich Agent
can get Commission
PlanS&o Te9t Plan &umber o# plan $hich is ta%en
by Policy =older
!umSassured &umber Total amount o# Policy ta%en $ith
Agent
CommS,ate &umber ,ate o# commission o# Agent
TotalScomm"" &umber Total ,eceivable commission o#
Agent
AgentSCode &umber Agent(s Code &umber $ith $hom
Policy is ta%en
)ranchSAdd Te9t Address o# )ranch O##ice o# Agent
)ranchSPhS&o &umber Phone number o# )ranch O##ice
39
A8-&TSCOI!!IO&SA!T
1I-L' TBP- 'ATA TBP- '-!C,IPTIO&
POLICBS&O Te9t &o o# Policy
POLICBS=OL'-,S&A- Te9t &ame o# =older
'TSO1SCO-&C--&T 'ate 'ate on $hich Policy is ta%en
O'- Te9t Premium ode
P,-I5SAT &umber Amount o# Premium
PLA&S&O &umber Plan &o o# Premium
T-,S&O &umber Term &umber o# Plan
!5SA!!5,-' &umber !um that is Assured
'5-S'T 'ate 'ue 'ate o# Premium
LA!TS'5-SPAI' 'ate Last 'ate on $hich Premium
paid
),A&C=SCO'- &umber )ranch Code o# Agent
),A&C=SA'' Te9t Address o# )ranch O##ice
),A&C=SP=S&O &umber Phone &o o# )ranch O##ice
),A&C=S-AIL Te9t --mail Id
40
!-L1 I&1O A!T-,
1I-L' TBP-
'ATA TBP- '-!C,IPTIO&
POLICBS&O Te9t &o O# Policy
POLICBS&A- Te9t &ame o# the Policy
'TSCO 'ate 'T on $hich Policy is ta%en
!TAT5! Te9t !tatus *hether ,unning or
&ot
!5 A!!5,-' &umber Amt That is being Assured
'5,ATIO& Te9t Time o# the policy
O'- Te9t ode o# Premium
A8-&TSCO'- &umber Code o# the Agent
AT5,ITBS'AT- 'ate 'ate on $hich Policy atures
P,-I5 AT &umber Amount to be paid #or
&A- T-+T &A- O1 T=- POLICB
=OL'-,
41
TOTAL I&!TALL-&T T-+T TOTAL I&!TALL-&T TO
)- PAI'
1AT=-,(! &A- T-+T 1AT=-,(! &A-
=5!)A&'(! &A- T-+T =5!)A&'(! &A-
!-+ T-+T !-+ O1 T=- P-,!O&
P-,SA'' T-+T P-,A&-&T A'' O1 T=-
=OL'-,
PI&SCO'- &5 PI& CO'- O1 T=-
A'',-!!
P=S&O &5 P=O&- &O O1 T=- POLICB
=OL'-,
A8- &5 A8- O1 T=- POLICB
=OL'-,
'TSO1S)I,T= 'AT- 'T O1 )I,T= O1 T=-
=OL'-,
PLSO1S)I,T= T-+T PLAC- O1 )I,T=
&ATIO&ALITB T-+T !P-CI1BI&8 T=-
&ATIO&ALITB O1 T=-
=OL'-,
A8-SP,OO1 T-+T A8- P,OO1 I1 A&B
-'5CATIO& T-+T -'5CATIO&
F5ALI1ICATIO&
OCC5PATIO& T-+T OCC5PATIO& O1 T=-
=OL'-,
'-!8 T-+T '-!I8&ATIO& O1 T=-
=OL'-,
!-,2IC-SP-,IO' &5 !-,2IC- P-,IO' O1 T=-
=OL'-,
A''S*O,I PLAC-6 T-+T A'',-!! O1 T=- *O,I
PLAC-
A'' *O,ISPLAC-. T-+T .
&'
A'',-!! O1 T=-
*O,I PLAC-
42
TSI&CO- &5 O&T=LB I&CO- O1 T=-
=OL'-,
=-I8=T &5 =-I8=T O1 T=- =OL'-,
*-I8=T &5 *-I8=T O1 T=- =OL'-,
C=-!T C=-!T !IP-
A)'O-& &5 A)'O-& !IP-
I'-&TITB T-+T I'-&TITB O1 T=- =OL'-,
OP-,ATIO& T-+T OP-,ATIO& I1 A&B
P=B!IC T-+T P=B!IC O1 T=- =OL'-,
!P-CTSL &5 !P-CT &5 I1 A&B O1 T=-
L-1T -B-
!P-CTS, &5 !P-CT &5 I1 A&B O1 T=-
,I8=T -B-
43
DESCRIPTION OF TE FOR$S
This is the main login #orm" The agent has to #irst give the valid name and
pass$ord> to move to #urther operations to be per#ormed"
This #orm is especially #or the security o# the so#t$are" This is mainly used so
that the records and the details are all protected so that they cannot be accessed
by un$anted elements"
I# invalid name or pass$ord is given the system $ill not accept it"
44
This is the 'I #orm that means ultiple 'ocument Inter#ace #orm> here all the
#orms are lin%ed together and the user can vie$ any o# the aster or Transaction
#orms based on the choice"
A!T-,-:
aster menu is the #irst menu on menu bar" Through this menu $e can
access the entire aster #orms"
aster menu contains the #ollo$ing #orms"
PLA& A!T-,
Plan master is the #irst #orm in aster menu" This #orm contains all
the in#ormation o# Plan"
45
POLICB I&1O,ATIO& A!T-,
Policy In#ormation aster contains the in#ormation o# 8athering Policy
and In#ormation o# Policy =older"
A8-&T I&1O,ATIO& A!T-,
Agent In#ormation aster contains the in#ormation o# total Agent
$or%ing $ith Li#e Insurance Corporation" It also contains the in#ormation o#
Agent(s )ranch o##ice"
T,A&!ACTIO& -:
Transaction menu contains the transaction #orms"
They are as under"
P,-I5 I&TIATIO& L-TT-,
This #orm is use #or Policy Transaction #or calculation o# Premium" Through
this #orm or $ith the help o# this #orm Agent can send Premium Intimation Letter
to policy =older"
COI!!IO& CALC5LATIO&
This #orm is used #or calculating the commission o# Agent"
,-PO,T-:
46
1I,!T P,OPO!AL ,-C-IPT
This is the ,eport> $hich is given by LIC to policyholder at the
time o# gathering the policy"
POLICB =OL'-, ,-PO,T
This ,eport contains all in#ormation o# policy =older related to
Policy and Plan" It is given to policyholder at the time o# gathering the Policy"
P,-I5 I&TIATIO& L-TT-,
This ,eport is sent to policyholder $hen the premium is
supposed to be paid"
,-&-*AL P,-I5 ,-C-IPT
,ene$al Premium ,eceipt is given to Policyholder at that time $hen the
premium amount is paid> it is one type o# documentary incidence $ith the
policyholder o# his premium paid"
A8-&T COI!!IO& ,-PO,T
This report sho$s the total amount o# Agents Commission> $hich
he has gained during the assessment year $ith LIC"
47
POLICB =OL'-,(! )O&5! ,-PO,T
This report is given to policyholder $ith the )onus amount
$hich means this report sho$s the total )onus Policyholder on his Policy $hich
is given by the LIC to Policyholder as per there plan(s term and Conditions"
AT5,ITB I&TIATIO& ,-PO,T
aturity Intimation ,eport is given as per the aturity 'ate o# the
Policy" This report is given to Policyholder appro9imately be#ore 3 month o#
maturity date" On this date the policyholder is entitled #or receiving his aturity
amount"
PLA&2I!- !5 A!!5,-'
This report is handled by LIC or by it(s Agent #or getting the
in#ormation o# Plan vise sum assured"
48
This is the #irst #orm o# the process> in $hich one is supposed to speci#y the plan
type> $hich the policyholder is interested to purchase"
It contains various details as the eligibility age duration minimum and ma9imum>
and this is the criterion> $hich is #i9ed by the LIC"
=ere validation regarding duplicate plan no is made> to avoid repetition o# plan
type"
49
'-!C,IPTIO&-:
Plan Code-: Plan code accepts the code CnumberD o# Plan"
Plan &ame-: Plan &ame accepts the Plan &ame"
Plan Term &o-: Plan Term &o 1ield used to vie$ the term o# the plan as per the
term(s rule"
Plan Term 'uration CBrD-: Plan Term 'uration #ield sho$> the total duration o#
plan that $ill be ta%en by policyholder"
-ligibility Age Cin BrD-: inimum Age #or accepting the Policy related to Plan"
-ligibility Age Ca9 BrD-: a9imum Age #or accepting the Policy related to Plan"
aturity Age CBrD-: Age o# aturity o# Policy"
'uration Bear CinD-: inimum 'uration year #or the policy to each plan as
Per Its term"
'uration Bear Ca9D-: a9imum 'uration year #or the policy to each plan as
Per Its term"
Plan Amount CinD-: inimum Amount o# Policy #or ho$ many years the
Policy $ill be ta%en as per plan"
Plan Amount Ca9D-: inimum Amount o# Policy #or ho$ many year the
50
Policy $ill be ta%en as per plan"
Accident )ene#it-: 1ield sho$ there is Accident bene#it is available or
No!,
Loan 1acility-: 1ield sho$ there is Loan 1acility is available or not"
Age Proo#-: *hether Age Proo# is re:uired or not in the related
Plan"
Commission o# Agent CTD-: This #ield sho$s the total percentage o# commission
O# Agent"
)onus CTDon Commission: This #ield sho$s the total percentage o# )onus on
Commission"
This is the validation> $hich is carried out on this #orm> i"e no duplicate plan
number is allo$ed"
As a result the agent $ill come to %no$ $hich Plan &umber data is already
stored in the database"
51
This is the second #orm o# the process> $hich contains personal details li%e age
se9> physic> height> chest etc"
All these details are to be speci#ied> as the L"I"C $ants the complete in#ormation
o# the Policy =older"
=ere too validations on duplicate plan no and sum assured is being per#ormed"
52
'-!C,IPTIO&-:
Policy &o-: This is uni:ue code> $hich is given to Policyholder at the time o#
Accepting policy" It is given by LIC"
Plan &o-: It $ill allo$ user to get Plan> $hich $e $ant #rom list"
'ate o# Commencement-: It is a 'ate on $hich the policy is ta%en"
!tatus-: This #ield sho$s the current status o# policy> li%e ,unning 'e#ault
Or !urrender"
!um Assured-: Total amount o# Policy> $hich is ta%en by its holder"
'uration CBrD-: Total duration o# policy #or ho$ many years it $ill be ta%en"
ode-: This #ield sho$s the mode o# Payment #or Premium"
Agent Code-: Through this #ield user can get the agent in#ormation
,elated to Policy"
'ate o# aturity-: It is the aturity date o# Policy"
Total &o o# Premium-: This #ield sho$ the total &o o# Premium payable by
Policyholder"
Premium Amount-: It is the Amount o# Premium $hich is paid by
Policyholder on premium date"
53
Personal In#ormation-: These #ields sho$ that personal in#ormation o# policy
=older" The #ields li%e name> address> se9> pin code
Phone no> nationality etc"
This is the validation $hich is carried out in the .
nd
#orm $hen the agent is
gathering in#ormation about the policy holder and $riting in#ormation about the
policy and plan $hich he has ta%en"
54
This validation is per#ormed by the agent on the type o# the policy ta%en"
=ere based on the plan $hich is ta%en by the policyholder the criteria #or
minimum amount is speci#ied"
-ach ? every policy has certain duration $hich is #i9ed by the LIC"
=ence based on this criteria this validation is carried out>that the user has to
enter duration #or the policy"
55
This #orm contains in#ormation about the agent $ith $hom particular policy is
being ta%en"
It contains details li%e the agent code> branch code e-mail etc"
56
'-!C,IPTIO&-:
This #orm provides the in#ormation o# Agent"
It is use#ul $hen he<she is getting the Policy"
)ranch Code-: )ranch code o# Agent #rom $hom the Policy is ta%en"
' O Code-: Code o# O##icer"
Agent Code-: Agent(s code #rom> $hom the policy I s ta%en"
&ame-: &ame o# Agent #rom $hom the policy is ta%en"
Address-: Address o# Agent #rom $hom policy is ta%en"
City-: City o# Agent #rom $hom the policy is ta%en"
Pin Code-: Pin code o# Agent #rom $hom the policy is ta%en"
Phone &o-: Phone no o# Agent #rom $hom the policy is ta%en"
1a9 &o-: 1a9 no o# Agent"
--ail-: --mail o# Agent"
57
-ach ? every agent is assigned a speci#ic branch code>This branch code is
uni:ue> as a result $hen the duplicate branch code is $ritten this validation is
carried out"
58
-very agent has a speci#ic dev o##ice code> as a result this should remain uni:ue"
=ence this validation is carried out"
-very agent has a speci#ic agent code> $hich should remain uni:ue"
=ence this validation is carried out"
59
This is the #orm> $hich is dealing $ith the calculation o# Agent Commission on a
particular plan"
It also speci#y the agent in#ormation $hich means name and code o# the agent
#rom $hich the policy is ta%en"
'-!C,IPTIO&-:
This #orm is used #or calculation o# Agent commission" It contains the
in#ormation o# Policy> Policyholder and Agent"
Policy In#ormation contains the #ollo$ing #ields----
60
Policy no> &ame o# policyholder> Address o# policyholder> 'ate o#
commencement> ode o# premium> Total amount o# Policy> Premium Amount>
,ate o# Commission and total amount o# Commission"
Agent in#ormation contains #ields li%e-----
Agent code> &ame o# Agent> Address o# Agent> Phone no o# Agent
e-mail address o# agent"
61
This #orm deals $ith the premium the policyholder is supposed to pay on a
particular policy"
It contains the policy in#ormation along $ith the amount and due date
in#ormation"
62
'-!C,IPTIO&-:
Premium Intimation #orm describes the amount o# Premium to be
paid by Policyholder to LIC on its Premium date" This #orm contains the
in#ormation li%e Premium Intimation 'etail this details li%e-----
Policy &o> &ame> Address> 'ate o# commencement> ode o# Premium>
Plan &o> Policy sum assured> 'ate o# Premium and premium amount"
This #orm also contains the in#ormation o# )ranch o##ice> it contains the
#ollo$ing #ields
Code o# Agent> &ame o# agent> Agent Address> Agent Phone &o>
Agent(s --mail address"
63
REPORTS
This is the 1I,!T P,OPO!AL ,-PO,T> $hich is given $hen the policy is
purchased by the policyholder"
64
This is the evidence $ith policyholder o# his Policy"
65
66
This ,eport contain the In#ormation o# Policy> Agent> &ominee"It is given to
policyholder a#ter #e$ days o# Policy ta%en.
67
68
This ,eport is given to Policyholder generally be#ore the si9-month o# aturity o#
Policy" It can have 'ate o# aturity $ith aturity Amount"
69
70
This is the ,eport o# Agent Commission" The Agent #or his o$n in#ormation
generates it $ith Policy number and as date vise" This ,eport is ta%en by agent
at the ending date o# the Bear"
71
72
This is the report> $hich is generated #or the agent indicating the commission he
is supposed to receive on the policy"
73
74
This ,eport has the in#ormation o# Policy #or the Premium #rom the date $hen the
Policy $as ta%en till the aturity date" It contains the total number o# installments>
Premium Amount etc"
It is given to the Policyholder a#ter #e$ days o# the Policy ta%en"
75
76
This is the ,eport o# Agent Commission" The Agent #or his o$n in#ormation
generates it $ith Policy number and date vise"
77
78
This ,eport is given to Policyholder generally be#ore the si9-month o# aturity o#
Policy" It has 'ate o# aturity $ith aturity Amount"
79
This is the annual report> $hich is prepared by the LIC at the end o# the year" It
contains the total sum assured by LIC during the assessment year"
80