Fact Sheet
The KCI Tax
ServerTM is an object oriented software application
developed by Koehler Consulting, Inc.
The KCI Tax Server solves the very complicated systems problem of providing
automated tax compliance in a reusable software component. Along with the
reusable Tax Server service, advanced architectural and design techniques
enable less complex integration with existing systems.
Architecture:
Separate reusable object oriented software
service that implements an enterprise-wide tax interpretation
Places tax knowledge in a single place
Provides a messaged-based interface for
multiple "client" systems, including:
Administrative
systems
Illustration
systems
New issue
systems
Customer
service systems
Compatible with various middleware,
including support for IBM MQSeries®
Strategic architecture consistent with
many component-based legacy transition strategies
Portable to many platforms
Scaleable design
Integrates with KCI Policy Webstation (web
access) and KCI Tax Adapter
Functionality:
Fully integrated tax processing
Support for Internal Revenue Code 7702,
7702A, 72(e), and 1035 including:
TAMRA: Modified Endowment Contract
(MEC) testing, Seven pay / 7-Pay testing, Benefit reduction testing, Material
change testing, Necessary premium testing, Grandfather testing, Two year
lookback, etc.
DEFRA (definition of life insurance),
Cash value accumulation test (CVAT), Guideline premium testing, recapture
ceiling
Cost basis updating, taxable gain
determination, 1099 generation
Federal withholding computation
Supports traditional (single &
survivorship), universal, variable, variable/universal life products and riders
Business Events:
Remittances / Payments
Disbursements / Withdrawals / Partial
surrenders / Loans
Policy changes
Surrender, Lapse, Reinstatement, Death
claim
Policy changes
Dividend payments
Issue
Internal transactions
Technical:
State-of-the-art object oriented design
(U.S. Patent Number 6064983)
Object oriented insurance business
object framework
Easily modified tax interpretation
Flexible inclusion of insurance
products
100+ business object classes
Unified Modeling Language (UML) design
documentation
class
diagrams, instance diagrams, object interaction diagrams
Generic message interface definition
Pure object oriented design utilizing
many "Design Patterns"
Production environments:
Windows 2000
/ XP, AIX, MVS, HP, Sun Solaris
Available:
All source code and design
documentation
The Tax Subsystem Architecture &
Design Guide
A generic, comprehensive, 275+ page Tax Interpretation
Test suites and testing tools
Skills transfer, training, and mentoring
Our Experience:
Koehler Consulting, Inc. is a
recognized leader in building object oriented business object applications for
the insurance industry.
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Koehler Consulting, Inc. |
The IBM logo and the Business Partner emblem are
trademarks of International Business Machines
Corporation
in the
The following companies are owners of their
respective trademarks: Microsoft Corp. (Windows), IBM Corp. (AIX, AS/400, OS/2,
MQSeries).
Last updated: February
8, 2006