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.

ADO
ActiveX 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.
ORACLE
Oracle 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_P
URCHASEDT,POLICY_MATURITYDT,POLICY_AMOUNT,POLICY_PREMAMT,POLICY_PREMWITH
FINE,POLICY_NEXTPREMDT,POLICY_LASTPREMDT,POLICY_NOMINEE,POLICY_NOMINEERE
LTN,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,P
OLICY_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
 Testing
Software 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 User
Sl. Module Test Case Descripti Expected Result
No Title on Outcome
1. Register Verificatio Data for Registration Passe
 for new n for all the should be d
customer registratio mandator successful
n of new y field
user should
be filled
2. Attempt Verificatio Registrati Registration Passe
to n of on failed should be d
register required due to failed
with data and invalid
invalid error data
data message
3. Attempt Verificatio Registrati Registration Passe
to re- n for on failed should failed d
register error
message
4. Update Verificatio Profile Profile should Passe
customer n for updated be updated d
profile data
update

5. Premium Verificatio Calculate Should Passe

calculator n for s calculate d
 premium premium premium for
calculation for different plan
different
plan
6. Plan Verificatio User can Should allow Passe
catalog n for browse user to d
browsing different browse
catalog plan
plan catalog
7. Report Verificatio Shows Should Passe
generator n of various generate d
generating reports report
different requested
report by user
8. Alert Verificatio Shows Should shows Passe
n for premium premium alert d
premium alert
alert
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