Request: During an interim period, i.e. until the implementation of new software, certain insurance contracts are to be be produced through a Word frontend. The data is transmitted nightly from the Host contract database to the PC file system in the form of position-based textfiles in ZIP archives. This is the starting point.
Solution: A Visual-Basic-Program monitors the transfer directory. On arrival of the files they are unzipped, copied to an archive and copied into the production folder. A Word AddIn creates the contracts from the data. Depending on the type of contract, different layouts (logos, headers and footers) and other additional documents (terms and conditions) are implemented. The rules for the combination of the variables to the text blocks are defined in Excel tables, which can be edited outside the program.
Request: In a bank, invoice data of the securities account administration for a selection of major customers are delivered to the department monthly in the form of three flat files. As a special service, each client should receive invoice details regarding his transactions for individual processing in form of an Excel file.
Solution: The department loads an Excel AddIn on demand. After selection of the folder with the source files the VBA program uses SQL statements to select the clients from the transactions details and generates in the output directory for each client Excel workbooks ready for e-mailing. The transaction details in the workbooks are already formatted, sorted and AutoFilters are applied.