sagitec neospin pension admin software

Sagitec and Neospin™

www.sagitec.com

2016

1

Key partnerships– Microsoft, IBM FileNet, Kofax,

Entrust IdentityGuard

Company Overview – Fast Facts

Launched in 2004 Singularly focused on

providing software solutions for the pension and unemployment insurance industry

– 21 Pension Clients– Dedicated Support Team– User Community

~450 employees with Neospin™ experience

6 offices– Data Center– Delivery Centers– Research and Development

Company Overview – Pension Clients

# PENSION SYSTEMASSETS (US $B) MEMBERS PAYEES EMPLOYERS

1 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $ 189.0 431,000 193,000 1,7002 NEW YORK CITY TEACHERS RETIREMENT SYSTEM $ 103.0 200,000 150,000 103 VIRGINIA RETIREMENT SYSTEM $ 53.1 366,000 133,000 9334 UNIVERSITY OF CALIFORNIA RETIREMENT SYSTEM $ 45.3 120,000 60,000 15 MISSOURI PUBLIC SCHOOL RETIREMENT SYSTEMS $ 29.9 152,000 60.000 6006 MASSACHUSETTS STATE RETIREMENT BOARD $ 22.6 120,000 51,000 4007 KANSAS PUBLIC EMPLOYEES RETIREMENT SYSTEM $ 13.5 195,000 67,000 1,5008 KENTUCKY TEACHERS RETIREMENT SYSTEM $ 12.8 76,000 34,000 2079 OHIO SCHOOL EMPLOYEES RETIREMENT SYSTEM $ 11.7 125,000 67,000 1,064

10 SAN DIEGO CITY EMPLOYEES RETIREMENT SYSTEM $ 5.0 12,000 8,000 511 MONTANA PUBLIC EMPLOYEES RETIREMENT ASSOCIATION $ 4.9 40,000 22,000 59012 MOTION PICTURES INDUSTRY PENSION AND HEALTH PLANS $ 4.3 45,000 14,000 113 COLORADO FIRE AND POLICE PENSION ASSOCIATION $ 4.3 12,000 6,000 43114 FIJI NATIONAL PROVIDENT FUND $ 4.2 300,000 80,000 8,00015 MISSOURI LOCAL ASSN OF GOVERNMENT EMPLOYEES RETIREMENT SYSTEM $ 3.8 46,000 18,000 60016 PRUDENT BENEFIT ADMINISTRATION SYSTEMS 99,000 25,000 30017 CITY OF DENVER EMPLOYEES RETIREMENT PLAN $ 2.1 13,000 7,000 318 NORTH DAKOTA PUBLIC EMPLOYEES RETIREMENT SYSTEM $ 1.7 22,000 7,000 62519 KANSIS CITY PUBLIC SCHOOL RETIREMENT SYSTEM $ 1.0 7,000 3,000 3420 ST. PAUL TEACHERS RETIREMENT FUND ASSOCIATION $ 1.0 4,000 3,000 121 MISSOURI COUNTY EMPLOYEES RETIREMENT FUND $ 1.0 18,000 4,000 34

Includes full life cycle of Pension Administration Processes

Capable of satisfying diverse plan schemes - DB, DC, Hybrid, Deferred Comp, Insurance

Designed to adapt to changes in vision, plan design, policy, and rules

Tailored to meet customer vision and unique business rules

Designed to integrate with legacy systems and commercial packages – Content Management, Financial, Customer Relationship Managment, Address Validation, Security, Third Party Administrators

Company Overview – Neospin™ Solution

Built on Microsoft .NET platform

Blends the benefits of a package with the benefits of custom developed software– Pre-built Functional Services– Reusable Base Components– Technical Framework

Designed to adapt to changes in underlying technology - .NET, hardware, software

History of technical evolution– Platform tools– Upgrade path – all clients on

current versions of Framework

Company Overview – Solution Framework

NEOSPIN™ BENEFITSERVICES

APPLICATION MANAGEMENT SERVICES

SAGITEC FRAMEWORK SERVICES

TAILOREDEXTENSIONS

Sagitec Design Studio

Sagitec Analyst Studio

Sagitec Test Studio

Sagitec Solution Accelerators

NEOSPIN™ BENEFITSERVICES

APPLICATION MANAGEMENT SERVICES

SAGITEC FRAMEWORK SERVICES

TAILOREDEXTENSIONS

Sagitec Design Studio


Sagitec Test Studio

Business Process ManagementUI/UX Services

Communication ServicesCanned Report ServicesInterface File Services

Logical Rule ServicesDecision Services

Rule Simulation & AnalysisRule Test Simulation

ORM and Rule Test Execution

Business Test Case ManagementTest Scenario Scripting

Regression Test ExecutionDefect Analysis

The Neospin™ Framework provides the best of both worlds― the benefits of a package-based solution as well as the

inherent flexibility to adapt to the unique business environments and challenges of any organization

The Neospin™ Framework is a high performing series of stacked architectural layers, loosely coupled services, and communication mechanisms that enable Sagitec to build extensible software systems rapidly

The Neospin™ Framework can evolve and upgrade at each individual layer without affecting other layers.

The Neospin™ Framework is an application framework for developing Web applications based on n-tier architecture.

Sagitec Framework Advantages

Based on BPMN 2.0 notation; process maps can be imported from other tools into Sagitec Design Studio

Forms, business rule, and web service integration

Process centric; maps define entire process

Work assignment done within the process map using BPM standard swim lanes.

Automated process orchestration - BPM engine turns process maps into operational software.

Support for SLA timers and escalation; Business Activity Monitoring (BAM)

Sagitec Design Studio - Business Process Management

Sagitec Analyst Studio is a graphical representation of the Business logic.

SAS provides a way to define, execute, test and maintain company policies and other operational decisions externally from application code.

Externalization of business rules allows the business users to validate/modify the rules without the need of IT intervention.

Business Rules are categorized into Decision Tables and Logical rules


Decision TableA decision table is a rule representation especially suited for rules with many decisions based on only a few inputs.These are the rules that can be easily represented in a matrix format e.g. rate tables. Input / Output Vertical Conditions Horizontal Conditions

Logical RuleA logical rule is a graphical representation of logic, consisting of assignments, decisions, actions etc. which computes and/or returns a value. Rule Elements

• Decision• Action• Loop• Continue• Break• Return• Call Decision Table Rule• Call Logical Rule

Sagitec Analyst Studio – Decision Tables and Logical Rules

Domain ModelA Domain Model is a logical representation of Problem domain Entities - logical representations

of a physical database table; map to a business object (e.g. Person, Organization, Member Account).Entities contain

• Attributes - data elements that map to properties within Business Object (e.g. First Name, Last Name, DOB)

• Relationships – defines how entities relate to each other.

• One to One (maps to contained objects within BO)

• One to Many (maps to collection within BO)

Test Scenarios Type of Test Scenarios

• SAS Test Scenarios• Excel Based Test Scenarios

can be executed from excel or SAS

• Testing using object based scenario

Excel Data Source• Testing using Excel Data

Source Execution Path with values

Sagitec Analyst Studio – Domain Models and Test Scenarios

Execute rule from code Rule can be configured for tracing when executing from

application Execution path can be displayed with in application Rules can be called from any application using Web service

or Web API

Sagitec Analyst Studio – Application Integration

Old - Web Form App All data from page travels to

the server as post back happens

Page contents are replaced as we move between forms (lookup, maintenance etc.)

Webserver has to generate html for asp.net form for each request

Grid paging , sorting requires post back

New - MVVM• Everything is an Ajax call &

only required data goes back and forth between server and client

• Can have multiple forms opened & can switch between them without any server call.

• Html template is cached on client & webserver sends the data required on form & binding is done by JavaScript (indeed saves lot of time.)

• Has more functionality with paging & sorting which is performed on client side without any server call

MVVM – Model View, View Model

Security, Auditing, ADA Compliance - Inherited Bandwidth speed (Only JSON), fewer server calls Grid Paging, sorting and filtering done on client side Drill-down charts Template caching on Local Storage, Auto-Refresh Sagitec Analyst Studio Rules Integration Flexible User Interface Options

• Internal – Web Forms• Portals – MVVM• Responsive UI (Out-of-the-box with templates)• HTML 5.0 Templates (UI decoupled from Neospin™)• Interchangeable UI without re-work, separation of UI from Data

MVVM – Features and Benefits

Supports unlimited number of hardware, network, and storage configurations – vertical and horizontal scaling

– Designed to reuse existing hardware and evolve as those components change

Emphasis on virtualization (servers, operating system, storage)

Emphasis on exploiting features of new hardware

– Microsoft 64-bit Windows 2x server

– Multi-processor computing Database independent

– Oracle, SQL Server, DB2, MySQL, etc.

Connect to disparate Legacy environments using industry standard protocols

– ADABAS using Entire-X broker– AS400-DB2/400

Forward and backward bridging

Can operate in synchronous or asynchronous mode

Connect to nearly any commercial package

– ECM - IBM Content Manager, FileNet, Onbase, SharePoint

– Finance/General Ledger – Oracle, PeopleSoft, SAP, MS Dynamics, Lawson

Hardware, Database and Integration

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