Technology
Microsoft Fabric
Industry
Commercial Banking - Retail.
Type
Macros Automation
What did they need?
Macro emission:
Update the tariff values in the PU layout using a catalog, and calculate the final premium amount.
Macro collection
Merge two layouts (PU/PR). Consolidate the data and transfer it to a pre-designed template.
Macro PND
Use a pre-designed calculator to compute and update values in the desired format.
Macro distribution
Merge two layouts along with a third file and process the data according to specific conditions for each case.
Macro distribution phase two
Using the file from the first phase and internal files, generate a merge among them, and finally, for each ID, create data outputs using different document templates, saving them as PDFs.
How did we support and what was achieved?
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Macro emission:
Two modules were created—one for the LayoutPU files and another for the LayoutPR files. Both macros use a pricing catalog to replace values and save the updated file. -
Macro collection:
A single module was generated that can run on either layout (PR/PU). A dialog box was implemented for users to dynamically select the layout. After data transformation, the macro utilizes a client-provided template for data transfer. -
Macro PND:
A single module was developed to initialize in the client-provided template, making necessary data transformations before processing with a pre-designed calculator. The final file is saved automatically. -
Macro distribution:
This macro works with two layouts but is designed to run only on LayoutPU. It merges and transforms data processing using files selected by the client during macro execution, using the certificate number as a key. The file is saved with the current date upon completion. -
Macro distribution phase two:
Using the file generated in the first phase, this module was designed with the flexibility to manually select necessary files (Beneficiaries, Catalogs). After processing the information, the macro determines which Word template to use based on the certificate ID and fills in the information using bookmarks within the templates. Finally, the files are saved as PDFs, offering flexibility for potential changes.