denny,
we are allocating a budget for SQL Server for the late 2nd Quarter of this year. I've convinced mgmt to consider this as a need for developing client-server to n-tier dbase applications. Of course not leaving out our investment in DB2. It would be an option for sure.
thanks
bzsurf03,
ok a part of the system/process contact management/leads generation looks something like this.
Leads Table/Query
Lead No. - PK - lead unique no.
Lead Name
Employee No. - FK - for referrals of leads
Employee Name
User ID - FK : for security purposes
...
Application Table/Query
Application No. - PK
Lead No. - FK
1st Appointment Date
1st Appointment Remarks
...
System Users Table/Query
User ID - PK
User Name
Password
Security Level - FK
...
This is just to give you a part of the whole picture. I mean a small part, because the system covers the whole issuance of insurance process.
Ideally, the leads gathered by bank staff are written down in paper and given to the sales agents to input into their hand held devices. Lead counters are generated there. They can also input the leads into one of the satellite office center desktops (take note, not part of a WAN and not connected to the main office DBASE). By this point, the required fields in the Leads Table/Query are populated, so a Lead No. is issued to a Lead under of course the profile of the Agent (User ID).
When the Lead is called up by the agent for appointment purposes to collect more information and come up with products suited him/her, an Application No. is generated (to allow leads to have more than one (1) application). and the rest follows.
There are seven (7) satellite offices, one (1) main office (holds the supposed DBASE) and the AS/400 running the DB2 in the insurance main office (where underwriting and other verifications are done before there is issuance of insurance policies for clients) "again no WAN not internet connecting the three, although the insurance part of the company has one, there is still no budget available for the other two to interconnect with".
The issues:
1) synchronizing data between the satellite offices. remember, agents are given handhelds and there are stand alone systems in each satellite office
2) synchronizing data between the satellite offices into the main dbase
3) supplying data found in main dbase into the hand helds (memory issue), and satellite offices.
4) send applications from main office to the AS/400 Server
5) send back the data, policy status from AS/400 Server to main office
6) make available the data from main office into the satellite offices and hand helds
Solutions so far:
1) defeat the roaming profile of each agent, meaning, take away the synchronize anywhere option and assign agents to certain satellite offices
2) use dial-up e-mail dumps of satellite offices daily to synchronize data into the main system
3) use dial-up e-mail data into the AS/400
4) e-mail back status of policies
I hope this works
any more suggestions
Robert Andrew G. Pangilinan
Business Analyst
Philam Systems, Inc.
AIG Group of Companies