cathay life insurance ltd. (vietnam)28/08/2009 1 cathay life insurance (vn) it division date: 28 aug...

Cathay Life Insurance Ltd. (Vietnam) 28/08/20091

Cathay Life Insurance (VN)IT Division

Date: 28 Aug 2009


ENGAGED PROJECT THIS MONTH

System Support

- PC MA and PBX Setting

- Setup Can Tho Office

- Setup Norch Branch Office

- Data Center MA

System Development

- Develop the BCS(Business Core System)

- Develop the B2E(Business To Employee)

- Develop the B2C(Business To Customers)


Data Center MA

No Item Result

1. Environment Monitoring System OK

2 Camera System OK

3 Fire Alarm System OK

4 Power System OK

5 Air Conditioner System OK

6 UPS System OK


PC MA and PBX Setting

Setup 50 UPS for all PCs in the World Center.A

Setup the Office Scan Software for all PCs in all CS Offices and N’orch Office.

B

Block DVD function for all PCs.C

Cancel long distance calling for all agency offices.D


Setup Can Tho Office

Deliver Networks devices, 9 PCs, 1 Printer.A

Support to setup small network for temporary Office.B

Prepare telephone line and leased line cable.C

Make the plan to setup the PBX in Can Tho. D


Plan to Setup the PBX System in Can Tho

Temporary System : From 31/08/2009 to 06/09/2009A

Main System : From 25/09/2009 to 28/09/2009.B


Setup new network for this office.A

Setup new 15 ext telephone numbers for this Office and 1 DID for fax number.

B

Survey one touch screen monitor .C

Setup N’orch Branch Office


Support the planning dept. to input the data of 3 new products (C07,C08,C09) into the testing database and build the relation of product.

A

Add more claim item for insurance benefit for C04 product.

B

Change calculation interest rate base on new method of planning division.

C

Develop the BCS (Business Core System)


Setup the function: Inquiry annex of accounting voucher.D

Change premium collection rule to assign collector by agent unit code.

E

Modify Agent RegulationF

Develop the BCS (Business Core System) (cont)


Add more claim item for insurance benefit for C04 product.


Change the calculation interest rate


Setup the function: Inquiry annex of accounting voucher


Modify Agent Regulation

No Regulations Items

1Regulation for

Compensation Concerning Sales Unit Managers

Financial Support

2Regulation for

Compensation Concerning Insurance Advisors

Meeting-requirements Bonus

Performance Bonus

Performance Tracing (three generations)

3Project on Reserving Agency Supervisors

Score bonus

Financial support

Compensation for a quarter: accumulated bonus for a financial support quarter

Performance Tracing (three generations)

4Performance Tracing (three generations)

Rules of Insurance Agent’s Trainer Performance Tracing


Developing the B2C (Business to Customer)

Remove the C01, C02 products’ information from the website.

A

Promotional program webpage: Knowing Cathay Getting Laptop.

B


Promotional program webpage


Developing the B2E (Business To Employee)

Setup new function: Inquiry for receivable cases.A

Upload IT guideline documents.B

HR Management chart: Performance Evaluation Regulation, Uniform Policy.

C

C01, C02 moved from current product to stop selling product.

D


Setup new function: Inquiry for receivable cases


IT Guideline Documents


HR Management chart


PLANNING PROJECT FOR NEXT MONTH

Maintain BCS and B2E system.A

Setup Can Tho CS Office.B