POL00038888 - Impact Programme - Horizon to MI (S70) - Application interface Specification (V.4).

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POL00038888
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Impact Programme: Horizon to MI AIS <Sxansa

IMPACT PROGRAMME
HORIZON TO MI (S70)
APPLICATION INTERFACE SPECIFICATION

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Document Control

Authorisations

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Role Name

‘Signed Date

Programme Manager Tony Brain

Reviewers

Name Reviewer(s)

Role & Review Responsibilities

Torstein Godeseth

PO Ltd Design Authority

Peter Jones

PO Ltd Test Manager

Jacqui Cave

PO Ltd Test Team

Neil Fagan

PO Ltd MI Design Authority

Distribution List

Name

Organisation

Jill Hollindale (for Prism distribution)

Prism IMPACT Programme Office

Debbie Shirley (for PO Ltd distribution)

Post Office Ltd IMPACT Programme Office

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Table of Contents

Document Control

Authorisations
Reviewers
Distribution List
Table of Contents........

List of Figures
List of Tables.

Change Control
Introduction

Interface Details ....

3
3
5
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I> [2 IS

Appendix A File structure extract - overview...

List of Figures.

Figure 1 Horizon to MI data transfer ......

List of Tables

Table 1 Change History.
Table 2 Terms and abbreviations.

Table 3 Field formats....

Table 4 Reference documentation

Table 5 Contacts and contributors ...

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14. Change Control
1.1 Change Process

Any changes to the draft version of this document will be made, controlled and distributed by:

Rob Bradshaw
Senior Consultant
Xansa

Rowland Hill House
Chesterfield

S49 1HQ

1.2 Change history

This original document, ‘Various to MI Final version 3.0’ includes several interfaces of which this (CBDB) has not
been baselined.

Issue Author Date History

0.1 (draft) Rob Bradshaw 13" October 2003 Baseline release for PO Ltd and
supplier review

0.2 (draft) William Eyre 27/01/04 CBDB interface enhanced, Branch

Sales Targets interface enhanced; ES
FS interface enhanced

0.3 (draft) William Eyre 28/01/04 Incorporates corrections arising from
review comments

0.4 (draft) William Eyre 03/02/04 Incorporates corrections arising from
review comments

0.5 (draft) William Eyre 06/02/04 Incorporates corrections to ESFS to MI

interface and CBDB to MI interface,
arising from review comments

1 William Eyre 06/02/04 First internally approved version;
incorporates correction to Branch Sales
Targets interface and clarification of
delivery mechanism for the ESFS,
CBDB and Branch Sales Targets

interfaces.

2 William Eyre 15/04/04, Slight change to layout of ESFS to MI
interface file

3 William Eyre 27/04/04 More meaningful wording incorporated

into ESFS interface; cost centres
representing amalgamations of agent
owned branches excluded

4 Rob Bradshaw 09/06/04 Split out from ‘Various to MI AIS’ for
review and baseline with no change to
the data formats or structure from
original version.

Table 1 Change History

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2. Introduction
2.1 Purpose

The seminal purpose of this interface is to capture Horizon sales transactions, for sales and performance
reporting. Horizon data is currently extracted from the FTMS interface, operated by Fujitsu Services Ltd (FSL),
The extract occurs once data attribute validation has completed by the OpTIP system when file extensions are
renamed to ‘TPB.’ During R1, the data attribute validation will continue however once Op TIP is decommissioned
under E2E, the integrity of file attributes is no longer checked and the working assumption is source data
accuracy transfers to Fujitsu Services Ltd

itis assumed there is no change to the interface, Mi will extract from FTMS as per existing arrangements until
OpTIP de-commission.

2.2 Scope

The scope of this document is restricted to electronic data, which is both computer-generated and computer-
consumed and relates specifically to the transfer of data from a gateway server to the POL central MI system.

It excludes data directly created from personal computers, transferred to the central MI system.

2.3 Terms & Abbreviations

Als Application Interface Specification

CTT Commercial Transaction Type (a product grouping number)

FAD. Financial Accounting Description — a code which identifies the PO branch

FTP. File Transfer Protocol

IMPACT Improved Accounting programme, a PO Ltd initiative to rationalise back-end
systems and processes.

iP Internet Protocol, a mechanism for identifying a networked computer

Mi(S) Management Information (Systems)

POL Post Office Limited

Table 2 Terms and abbreviations
2.4 Field Formats

MBO!

Numeric digit
Alphanumeric character
Floating minus sign
Digit of year

Digit of month

Digit of day

Explicit decimal point

O]e}<}' Ix/}

Table 3 Field formats
2.5 Reference Documentation

Title si
Network Banking FI/MI Delivery Technical Design I Final 2.0 30/1/2003
Document
B IMPACT Project Conceptual Design — Final 1.1 16/10/2003
Management Information
Cc IMPACT Technical Interface Matrix v14 06/05/04
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2.6 Contacts

bc » impact Programme: Horizon to MI AIS

Table 4 Reference documentation

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PO Ltd PO Ltd Design Authority

Torstein Godeseth
Alan Holbrook
Neil Fagan

Programme Supplier Management

Mark Lodge
Debbie Shirley (PCO)

Operations

Services Ltd

Fujitsu IMPACT Programme

Nial Finnegan FSL Design Authority

Alliance

Prism IMPACT Programme

Denise Wilkinson (MI/NRDS Project Manager)
Martin Cox (Test Manager)
Dave Adams (Test Leader NRDS/MI)

GRO

Parity

Nick Jones (Ml & NRDS Project Manager)

2.7 Audience

Table 5 Contacts and contributors

* PO Ltd IMPACT Programme Design Authority and Test Team

« Prism Alliance

«Parity systems

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3. Interface Details

3.1. Interface diagram

vatidation « if OK

:

54. file attribute
I rename to TPB
:

Figure 1 Horizon to MI data transfer

3.2 Data Overview

Data is passed as ASCII in fixed length format. The Horizon extract from Fujitsu appears as 129 files each day
corresponding to:

64 Cash Account files
64 Transactional files
1 Client transmission file

Cash Account file

The attributes within the Cash Account file are shown below and include a line of sample data. Refer to
Reference B, section 3.5.2.2 for further information. It includes a header and the trailer file includes the trailer file
identifier, date, time, total number of sub files and a total value figure.

Cash Account file

Record Org unit I Version of I Cash Cash Amount
type org unit jaccount account

identifier week no. _Iline no.

CAC 756 9 24 0297 +101104.75I

The cash account file can also includes stock holding detail (i.e. stock liability). This appears as additional data on
the cash account file and is detailed below (refer to Reference B section 3.5.2.4):

Cash Account file (including stock detail)

Record Org unit I Version of ICash Item ID Version Holdings IQuantity I Value
type org unit [account number of Idate

identifier week no. item

STX 756 9 24 19 41 20030910 I2913 815.64

Client Transmission file
There is one client transmission file for all outlets each day.
Client Transmission file

Record Client ID I Version no} Item ID Version Client Total no. of I Total value
type code of client ID no. of ItemI trading _I transactionsI of

identifier code date transactionsI
CLT 22348 5 2574 241 20030910 I 155 +1920.56

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Transaction file
The attributes within the Horizon transactional file are shown below and include a line of sample data. Refer to
Reference B, section 3.5.1.2 for further information.
Horizon Transaction file

Record [Orgunit [Version of [stock unit [Session I Transaction] Till ID Employee [Date of
type org unit IID seq.no. Iseq. no. iD transaction
identifier
OTX 723 9 AA 718391 24 41 DWo001 I 20020403
Date of End time ICash Cash Stock unit IMethod of [Reversal IRefund Fall back
transaction) of account jaccount jbalance data indicator Iflag mode flag
transactionIweekno Idayno. period —_Icapture
0950595 [0950596 [1 00 1 41 0 N N
Item ID Version IAmount Quantity
no. of item
transaction
code
1 15 1 +14.50

The trailer file includes the trailer file identifier, date, time, total number of sub files and a total value figure.
Sales transactions from outlets are in the form of files according to the transaction type. Low level sales
transactions, extracted from FSL, to support performance actuals and sales reporting

3.3. File Structure Overview

See Appendix A.

3.4 File Format

The format of the Horizon files are all fixed width. There may be changes to the data fields relating to the Cash
Account, as a result of de-commissioning of CBDB. It is assumed there will still be a requirement for an
‘accounting period’ and minor changes may occur. In the event this manifests as change to the data file format,
this will need to be addressed within MI.

3.6 Delivery Details

Access to the FTMS interface is already provided by FSL, where data is extracted from Op TIP, post file attribute
validation. Migration to FTMS will fall within the scope of the E2E migration plan.

3.7 Volumes anticipated

15 million customer transactions, corresponds to 2 Gigabytes (peak), daily (except Sunday where large
percentage of outlets are closed).

64 Cash Account files: 25 Megabytes/day

64 Transactional files: 2 Gigabytes/day
4 Client file: 85-100 Kilobytes/day

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3.8 Interface availability

Overnight, available for extraction from the FTMS server by 0300 (latest time).
The data is put onto the FTMS interface under SLA by FSL. The FTMS interface is used to support data transfer
from the FSL to the PO Ltd domains and is available on a 24x7 basis.

From To Type I Frequ- I Day Time Description of Data

System _I System ency Window

Pathway OPTIP FTP Daily MTWTF I 20:00— Transaction data, Cash Accounts,
(IN) ss 03:00. Client Transmission Summary

3.9 Fallback & Exception processing

It is assumed there will be no change to the current arrangement for data extraction.

3.10 Interface Security

There is no change to the current FTP security arrangements. FSL provide the FTP account and access detail.
3.11 Extract Rules:

The current processes require no planned change to the mechanism for extracting the transactional data,
Itis assumed the current ETL processes require no planned change.

3.13 Issues

1. The key issue is the file attribute-level I POL Design Authority POL Design Authority
validation, currently performed by Op
TIP, which is moving into the FSL
domain. There is no detail at present
as to what is proposed as a
replacement and hence the impact on
data support cannot be assessed. At
tisk is the quality and accuracy of
data and the detailed business
processes surrounding the validation.

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4. Appendix A File structure extract - overview

The start of the Horizon file looks like this:

TFHTMSTX 50W_09309520020403205438NOR

SFH 599 A9OTRAN 120020403205438

OTX 599 19AA 772081 2 1SIN001 2002040214380041438006 200 1 10NN 1 11 19 +3.56 1

OTX 599 19AA 772081 3 1SINO01 2002040214380091438011 200 1 10NN 222 41 19 +356 1
OTX 599 19 4SINO01 20020402 1439490 931 20

OTX 599 19 1 20020403 1900400 923 20

SFT 599 1920020403205438 4 47.12

SFH 723 QOTRAN 220020403205438

OTX 723 9 1DWO001 20020403 0847450 930 20

OTX 723 9AA 718091 2 1DWO001 2002040309005420900545 100 1 10NN 19 12 1 +2.70 10
OTX 723 9AA 718091 3 1DWO001 2002040309005590900560 100 1 10NN 41 15 41 +2.70 1
OTX 723 9AA 718131 2 1DWO001 2002040309062590906364 100 1 10NN 255 12 1 +250.00 1
OTX 723 9AA 718131 3 1DWO001 2002040309064020906403 100 1 10NN 1 15 41 +250.00 1
OTX 723 9AA 718171 7 1DWO001 2002040309153790915379 100 100NN 2947 14 1° +71.05 1 1264
501704556186605517005

OTX 723 9AA 718171 8 1DWOO001 2002040309160300916032 100 1 10NN 2 10 1 +7105 1
OTX 723 9AA 718271 2 1DWO001 2002040309303910930495 100 1 00NN 184 7 1 +85.48 141Y

And the end of the file looks like this:

OTX 23364 2106 482061 3 2DBI002 2002040318271281827129 200 1 10NN 145, 1 17 +43.03 1
OTX 23364 2106 482141 4 2DB1002 2002040318284071828423 200 1 10NN 223 7 15 +5.00 1
OTX 23364 2106 482141 5 2DBI002 2002040318284351828436 200 1 10NN 4 6 15 -5.00 1
OTX 23364 21 4MSM001 20020403 1828490 1 1 919 20 02

OTX 23364 2106 482381 2 2DBI002 2002040318293791829380 200 1 10NN 1 1 17 -+5.00 1
OTX 23364 2106 482381 3 2DBI002 2002040318293811829382 200 1 10NN 145 1 17. -+5.00 1
OTX 23364 21 1MSMO001 20020403 1829420 931 20

OTX 23364 21 1 20020403 1830510 923 20

SFT 23364 2120020403205736 1059 +136353.04

TFT20020403205737 224 +7613561.17

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