Easytrieve Insurance Reporting

What the nightly job reads

The upstream system writes one sequential record per policy or per claim. Easytrieve does not re-rate the policy. It formats what the extract already calculated, groups it, and flags rows that cannot be trusted.

Extract layout

Match decimal positions to the COBOL copybook that built the file. Premium stored as packed 9 digits with 2 decimals is a packed field with 2 decimal positions in Easytrieve, or the loss ratio is off by a factor of 100.

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FILE POLICY FB(200 20000)
  POL-NO        1   10  A
  LOB-CODE     11    3  A
  COV-CODE     14    4  A
  STATUS       18    1  A
  WRITTEN-PREM 19    7  P  2
  INCURRED     23    7  P  2
FILE COVTABLE TABLE
FILE EXCEPTION FB(220 22000) CREATE

Line of business totals

SEQUENCE LOB-CODE groups the book. CONTROL LOB-CODE prints subtotals when the line changes. SUM names the money fields. Status I can mean in-force; print those on the register and send anything else to the exception file so cancelled policies do not sit in the signed premium.

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JOB INPUT POLICY
  IF STATUS EQ 'I'
     PRINT LOB-RPT
  ELSE
     MOVE 'STATUS' TO EX-REASON
     PUT EXCEPTION
  END-IF
 
REPORT LOB-RPT LINESIZE 132
  SEQUENCE LOB-CODE
  CONTROL LOB-CODE
  SUM WRITTEN-PREM INCURRED
  TITLE 'IN-FORCE PREMIUM BY LINE OF BUSINESS'
  LINE POL-NO LOB-CODE COV-CODE WRITTEN-PREM INCURRED

Checks before the register is accepted

• Input record count equals detail lines plus exception lines.
• Sum of written premium on the report plus exceptions equals the extract trailer.
• Coverage codes that miss the table are listed, with the policy number, not dropped.
• The listing and the source member used for the run are kept with the close package.

JCL sketch

DD names match the FILE names. The compile-and-go step uses EZTPA00. Mask account numbers and claimant names on the test copy of POLICY before anyone outside the insurance team sees the file.

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//INSREG  EXEC PGM=EZTPA00,REGION=4M
//STEPLIB  DD DISP=SHR,DSN=your.easytrieve.r116.CBAALOAD
//SYSPRINT DD SYSOUT=*
//POLICY   DD DISP=SHR,DSN=PROD.INS.POLICY.EXTRACT
//EXCEPTION DD DISP=(NEW,CATLG),DSN=PROD.INS.POLICY.EXCEPT,
//            UNIT=SYSDA,SPACE=(CYL,(5,2)),
//            DCB=(RECFM=FB,LRECL=220,BLKSIZE=0)
//SYSIN    DD DSN=PROD.EZT.SOURCE(INSREG),DISP=SHR

Explain it like I'm five

The insurance computer writes a long list of who paid and who claimed. Easytrieve sorts that list by type of insurance, adds the money for each type, and writes a notebook. If a code on the list is nonsense, that row goes on a problem page instead of into the notebook the manager signs.

Exercises

1. Add a packed loss field and include it on SUM and LINE.
2. Print a second report for STATUS equal to C, titled cancelled policies.
3. List four numbers operations should compare before they accept the register.
4. Write the EXCEPTION DD and the FILE statement so LRECL values agree.