SeUGI 19 - Florence WEB Enabling SAS output. Author : Darryl Lawrence

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1 SeUGI 19 - Florence WEB Enabling SAS output Author : Darryl Lawrence

2 Agenda Company Profile Overview of Change of Address Process Old Change of Address Process Automated HTML Delivery Demo Summary The Future Questions

3 Old Mutual Company Profile Founded in 1845 as a 166 Member Mutual Life Assurance Society 12 July 1999, listed 5 stock exchanges (London, Johannesburg, Harare, Windhoek and Blantyre) Asset Management (Wealth Creation) Assets under management 169 billion (as at 31 December 2000) In the world top 30 asset manager bracket

4 Old Mutual Company Profile (Continued) Life Assurance (Risk) - over 3.8 million policyholders Pension Fund Administration - 116,700 pensioners Short Term Insurance - 610,000 customers Banking million customers Unit Trust - 900,000 customers

5 Overview of Change of Address Process Intermediaries sell financial products to clients Intermediaries provide advice to clients Focus on clients residing in South Africa Client base spread over all geographical regions of RSA Clients linked to local Old Mutual branch Change of Address Leads used to maintain contact with client

6 Physical Model of Data Warehouse CHRIS II Physical Model Source Systems Source 1 Source 2 Source 3... Staging Layer Source 1 Source 2 Source 3... Enterprise Layer IL Client IL HR GID Intermediary GS UT... Exploitation Layer Imed History Mart IL Agreement CHRIS Supermart - Current view Campaign measurement Mart GS Agreement Client History Mart Client Contact UT Account Sales History Marts... Exploitation Tools Futrix Web Segmentor Web History analysis Web Standard campaign analysis

7 Geographical Layout of South Africa NORTHERN PROVINCE MPUMALANGA NORTH WEST GAUTENG FREE STATE KWAZULU-NATAL NORTHERN CAPE EASTERN CAPE WESTERN CAPE

8 Old Change of Address Process Extract Change of Address data from Data Warehouse Manually identify branches in output file Export data to EXCEL Open Ms Word Mail Merge template Run Mail Merge Process for every branch (300+ iterations) Manually Manually Save each Save MS each Word MS Document Word Document Process takes up to 4 days MS Word Documents to Branches

12 New Change of Address Process Utilise SAS Macro language to automate processing Convert MS Word templates to HTML code Embed HTML code in SAS Macro code Create HTML Documents HTML Documents to Branches

13 SAS Code Interrogate Branch code variable to determine how many branches were selected proc sql noprint; select count(distinct br_sort) into :last from DATA.COAFIN; /* Create macro variables VAL1 to VALnn. The ending range gets the value from macro variable last.*/ select distinct(br_sort) into: val1- :val%left(&last from DATA.COAFIN; run; quit;

14 SAS Code (2) Macro Code to generate HTML output %macro loopit; %do i = 1 %to &last; filename Agent "C:\..\&FDAT\COA_&&val&i..(A)_&&FDAT..html" ; data _null_; set DATA.COAFIN; if i_type='a' and br_sort="&&val&i" then file Agent; where br_sort="&&val&i"; put "<HTML>"; put "<HEAD>"; put '<img src= c:\omplc\seugi 19\omlogo.gif"'; put '<BODY LINK="#0000ff">'; Rest of HTML code... put '&#160'; run; %end; %mend loopit; Adds a page break after every client/form %loopit

15 Sample Output

16 Demo

17 Summary Old Process New Process Compile SAS code to list Branch Codes Manually create Mail Merge document for every branch Automatic creation of HTML output per branch Eliminates User Input Time Consuming (4 days) Automatically creates 280 html documents in 3 minutes This process saves 4 days of user time per month.

18 The Future Implement application on Intranet (web server) Evaluate other SAS modules to create Web output E.g. Enterprise Guide AppDev Studio

19 In Closing.. Using SAS to transform your life from this... To this!

20 Questions

21 Thank You

22 Contact Details : Darryl Lawrence Programmer Old Mutual Personal Finance P O Box 66 Cape Town,8000 South Africa Phone : +27 (0) Fax : +27 (0) dlawrence@oldmutual.com

23 Cool SAS Websites :

24 WEB Enabling SAS output Darryl Lawrence, Old Mutual PLC, Cape Town South Africa Abstract This presentation will demonstrate how SAS is used to automatically create HTML output of client leads extracted from our Data Warehouse. This application evolved from a MS Word Mail-Merge process, where the user had to manually create up to 120 merged documents and it would take the user about 4 working days to complete the process. The SAS program that creates the HTML output runs for about 30 minutes (and can be run in batch mode), thus saving the user 4 working days per month as the output is automatically produced and saved on a departmental server. Company Information Old Mutual was founded in 1845 as a 166 member Mutual Life Assurance Society. On July , Old Mutual Listed on the stock exchanges of London, Johannesburg, Harare (Zimbabwe), Windhoek (Namibia) and Blantyre (Malawi). Old Mutual provides world-class services in Asset Management (wealth creation), Life Assurance (Risk products), Pension Fund Administration, Healthcare, Unit Trust, Short Term Insurance and Banking. Assets under management amounted to 169 billion (as at 31 December 2000) The data warehouse datasets reside on an IBM (OS/390) mainframe running SAS Release 6.09 TS470. The data can be accessed via the mainframe or on the PC SAS (Version 6.12 or 8e) via TCP/IP. Introduction Our department provides client information (Leads) to the Intermediaries and brokers who sell financial products to meet the needs of our clients. In doing so, they have a strong advisory role to play. Our client base covers all the geographical regions (provinces) of South Africa. Clients are linked to the branch closest to where they reside or to the branch that their Intermediary is associated with. Leads are used to keep contact with clients and to assist them with decision making with regards to their current and future financial growth and stability. The Change of Address process focuses on clients who reside in South Africa (RSA). One of the ways to maintain contact with our clients is to keep track of them whenever they move to a new residential area. Change of Address (COA) leads are extracted from the data warehouse on a monthly basis. E.g. during May 2001, all the address changes processed for April are extracted. A mart is created of all the variables required for the output file/s. Documents are created of all the clients, per Intermediary type (Active, Broker, and Orphan) per branch. The Intermediary uses the COA leads as a tool to maintain contact with his/her clients. The Process MS Word Mail Merge process 1. Print analysis of all the branches selected in the COA file. 2. Export SAS data to EXCEL. 3. Set up Mail Merge Document - fixed and variable data. 4. Edit Mail Merge document (query facility) and insert a where clause. (where brsort eq 'AA') 5. Run Mail Merge process. 6. Save new document as COA_AA_May2001.doc in pre-defined directory on the Marketing shared data server. (the user would have to create directories for every month of the year. I.e. All the COA leads for May 2001 would be stored in directory \\Marketing Users\COA\May2001\ 7. Re-do steps 4-6 for each branch selected, up to 100 times. Prepared by : Darryl Lawrence on 12 April 2001 Page 1 of 6 Old Mutual PLC, Cape Town South Africa

25 Disadvantages : 1. You have to determine which branches were selected in order to run the mail merge process. 2. Every merged document has to be manually created. 3. Time consuming process. Advantages : 1. Replaced paper version. 2. Output can be ed to clients. Prepared by : Darryl Lawrence on 12 April 2001 Page 2 of 6 Old Mutual PLC, Cape Town South Africa

26 SAS to HTML output process Improve process by using SAS procedures and fully automate HTML file creation by utilising SAS macro language. 1. Create macro variables that store unique occurrences of every branch code in the COA mart. 2. Create macro variables of the location of the HTML filenames to be created. 3. Use HTML language to set up template - images, borders, shading, tables, position of variables and fixed text. 4. Embed HTML code in macro code. Disadvantages : 1. HTML is a cumbersome coding language. 2. HTML has no page-break feature/command. Advantages : 1. Replaced paper version. 2. HTML output is automatically created in pre-defined directories 3. Output can be ed to clients. SAS Components used : BASE SAS SAS Macro Language Prepared by : Darryl Lawrence on 12 April 2001 Page 3 of 6 Old Mutual PLC, Cape Town South Africa

27 Sample SAS Code 1. Identify branches selected proc sql noprint; select count(distinct br_sort) into :last from DATA.COAFIN; /* Create macro variables VAL1 to VALnn. The ending range gets the value from macro variable last.*/ select distinct(br_sort) into: val1- :val%left(&last) from DATA.COAFIN; run; quit; 2. Macro and HTML code /*********************************************************************************************/ /* Create macro variable for the date in the html filenames. */ /* Returns APR2001 if job is run during MAY */ /* Create macro variable for the date on the analysis report. */ /* Returns APRIL 2001 if job is run during May */ /* Note : Change of Address details produced in the month following the Address Change */ /*********************************************************************************************/ data _null_; filedte=put(intnx('month',date(),-1),monyy7.); repd=trim(left(upcase(put(intnx('month',date(),-1),monname9.)))) ' ' (put(intnx('year',date(),-1),year4.)); call symput ('FDAT',filedte); call symput ('REPDATE',repd); run; %macro loopit; %do i = 1 %to &last; filename Agent "C:\OMPLC\Seugi 19\Change of Address\&FDAT &FDAT\COA_&&val&i &&val&i..(a)_&&fdat &&FDAT..html" ; filename Broker "C:\OMPLC\Seugi 19\Change of Address\&FDAT &FDAT\COA_&&val&i &&val&i..(b)_&&fdat &&FDAT..html" ; filename Orphan "C:\OMPLC\Seugi 19\Change of Address\&FDAT &FDAT\COA_&&val&i &&val&i..(o)_&&fdat &&FDAT..html" ; data _null_; set DATA.COAFIN; if i_type='a' and br_sort="&&val&i &&val&i" then file Agent; if i_type='b' and br_sort="&&val&i &&val&i" then file Broker; if i_type in (' ' 'O' 'D') and br_sort="&&val&i &&val&i" then file Orphan; where br_sort="&&val&i &&val&i"; /******************************************************************************************/ Sas processing /******************************************************************************************/ /* Set Up Header */ /******************************************************************************************/ put "<HTML>"; put "<HEAD>"; put '<img src="z:\program Files\Sas Institute\Sas\V8\Html\omlogo.gif"'; put '<BODY LINK="#0000ff">'; put '<TABLE BORDER CELLSPACING=1 bordercolor=black CELLPADDING=5 WIDTH=640>'; put '<TR><TD VALIGN="TOP" COLSPAN=3 BGCOLOR="lightgrey">'; Prepared by : Darryl Lawrence on 12 April 2001 Page 4 of 6 Old Mutual PLC, Cape Town South Africa

28 Rest of HTML code... put '</TABLE>'; put " Note : Current value reflects TOTAL AMOUNT of cover for all Individual Life policies.</body>"; put "</HTML>"; put '&#160'; run; %end; %mend loopit; %loopit Prepared by : Darryl Lawrence on 12 April 2001 Page 5 of 6 Old Mutual PLC, Cape Town South Africa

29 The Future 1. Use AppDev Studio or Enterprise Guide to produce web output. 2. Store web output and images on web server. Users can then login via a secure network to retrieve their client information (Change of Address leads) Summary There are always better / different ways to do something in SAS. We applied the simplest method of producing HTML output as we do not currently use AppDev Studio or Enterprise Guide in our department. We had to implement ad application in a very short space of time (about 1 month) and had to take into account the software available as well as the users' knowledge base. Credits Thank you to Dirk Lombard of the Cape Town SAS office who assisted me with the HTML code and John Day of InfoActive ( who assisted me with the SAS macro code. Contact Details : Darryl Lawrence Old Mutual Personal Finance P o Box 66 Cape Town 8000 South Africa Phone : Fax : dlawrence@oldmutual.com SAS Resource Websites (SAS Homepage) (SAS Consultant Special Interest Group) Excellent SAS Tips and lots of SAS links. This site is owned and maintained by Charles Patridge (On-Line SAS resources) This site is owned and maintained by David Ward Prepared by : Darryl Lawrence on 12 April 2001 Page 6 of 6 Old Mutual PLC, Cape Town South Africa

Select Committee on Communications & Public Enterprises. Cost to Communicate. 28 March 2018

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