Nyc connect 19 presentations

©2017 SE2, LLC. Proprietary and Confidential Information1
How Global Atlantic Integrated SE2’s Aurum With
Salesforce Sales & Service Cloud to Build a Single
Customer View
Featuring: Douglas Loots, SVP Digital and Individual Markets at Global Atlantic Financial
Group, & Indra Bhattacharya, Enterprise Architect/Digital Evangelist at SE2
New York, September 17th, 2019

© 2019 SE2, LLC. Proprietary and Confidential Information privileged and only for the information of the intended recipient and may not be used, published or redistributed without prior written consent2 |
https://www.linkedin.com/in/indra
nathb/
Global Atlantic Financial Group (Global
Atlantic) is the marketing name for Global
Atlantic Financial Group (GAFG) Limited and
its subsidiaries, including Accordia Life and
Annuity Company, Commonwealth Annuity
and Life Insurance Company, Forethought
Life Insurance Company and Global Atlantic
Re Limited. GA was founded by Goldman
Sachs in 2004 and separated in 2013. No
other company with at least $250 million in
sales grew faster from the start of 2012 to
year-end 2016
SE2, an Eldridge Industries
business, is a leader in digital
technology enabled third-party
administration services/ BPaaS
provider for the US Life and
Annuity insurance industry.
SE2’s Aurum platform is an
end-to-end digital life and
annuity platform, and has built
its API-based service solutions
to enable digital ecosystem
play.
https://www.linkedin.com/in/douglaswloots/

• With the consumerization of technology,
customers treat all industries alike, be it
Retail or Insurance when it comes to customer
service
• Customers leverage the channel of their
choice for help on a variety of topics, and they
expect fast answers and personalized care
during sales and servicing cycle
Excellent Customer Service fuels business growth
Image Copyright: Salesforce.com
The challenge is to deliver a seamless experience given that customer information and the business
workflow is dispersed across different systems, divisions and organizations
3 |

Customer information and the business workflow is dispersed
across different systems, divisions and organizations
The typical challenges were being faced, i.e., disparate platforms across the two organizations, agent
productivity was hindered by high case volume and long hold times based on the complex manual
processing across platforms.
Customer/
Policy Owner
Agents
(Independent,
Broker/Dealer)
GAFG Sales
Support
Agents/BDs/IMOs
Sales cloud Service cloud
CRM W/F Email
SE2 CSRs
New Business
Requests
New Business
Requests
New Business
Requests
Inforce
Servicing
Inforce
Servicing
Aurum®
GAFG Systems

Customer Information and the business workflow is dispersed
across different systems and organizations (GAFG, SE2)
Missing case status information after
submittal driving high call volume
Extraneous time in new business
research, status updates, follow-up
Create, update,
delete case/contact
information
Agents/BDs/IMOs GA Sales Desk &
Wholesale Teams
GA NIGO/ACRs SE2 CSRs
GA Ops CSRs for
IMOs & BDs
Not currently using Salesforce
SE2 CRM
(Call/status)
SE2 Case
Manager
New business
GA Ops call center working in-force
business. Access to SE2 systems
(SE2 CRM, SE2 Policy Admin, etc.)
Existing functionality/process
Manual functionality/process
New functionality/process
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..
Missing shared information between
teams
Email Case Data
Import to Case
Manager
Export to
Salesforce
Export File
(Nightly)
Update Case Status Information
All datafeedsfromSE2 are large
batches and single pipe utilization
only
The typical challenges were
being faced, i.e.,
disparate platforms across the
two organizations, agent
productivity was hindered by
high case volume and long
hold times based on the
complex manual processing
across platforms.

Transforming Customer Experience – by investing in Digital
Program Increment 1 – Case updated in SFDC
Case information is now available
for NIGO and Sales teams. Eliminate
email/phone interaction.
Create, update,
delete case/contact
information
Wholesale Teams
GA Ops CSRs for
IMOs & BDs
New business
Integration
Message Bus
SE2
API
Send/receive
Case information
Sales teams continue to use sales
cloud. Service teams utilize service
cloud. Same data, different UI
targeted to the end user role.
SE2
API
Integration
servicesIntegration
platform Existing functionality/process
Case updates
Case Data
Transparency
SE2 CRM
(Call/status)
SE2 Case
Manager
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..

Program Increment 2 & 3 – Agent alerts & FidX | Envestnet
Create, update,
delete case/contact
information
Wholesale Teams
GA Ops CSRs for
IMOs & BDs
New business
Integration
Message Bus
SE2
API
Send/receive
Case information
SE2
API
Envestnet platform communication is
stood up via FidX software
Digital program will build API enablement for Envestnet/FidX
only.
Updates triggered based on distinct
status changes in case lifecycle
Integration
servicesIntegration
Agent
Notifications
RIA Channel Expansion
SE2 CRM
(Call/status)
SE2 Case
Manager
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..

Program Increment 4 – GA Contact Center
PI 2 – New Agent Alert
Notification Service
Case status transparency,
proactive case notification to
agents and GA sales team
Create, update,
delete case/contact
information
Wholesale Teams
GA Ops CSRs for
IMOs & BDs
New business
Integration
Message Bus
SE2
API
Integration
services
Send/receive
Case information
SE2
API
only.
Transition technology GA CSR
utilization from SE2 CRM/Orion to
Salesforce. Case synchronicity with
Admin platforms. Transaction
triggering.
Integration
Case comments
synchronicity
Triggered
transactions
SE2 CRM
(Call/status)
SE2 Case
Manager
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..

Program Increment 5…”n” – Ongoing Digital Backlog needs
Case status transparency,
proactive case notification to
agents and GA sales team
Create, update,
delete case/contact
information
Wholesale Teams
New business
Integration
Message Bus
SE2
API
Integration
services
SE2
API
only.
Integration
IMO
Portal
BD
Portal
CRM/Case
Content
Knowledge
Mgmt
Phone/Voice
Integration
Unified Sales/Service Desktop Future
Service
IntegrationsSales cloud
Service cloud
QM
Contact Center as a Service
IVR SBR
WFM ACD CTI
Integration
platform
Services
& APIs
Real/Near
Real-Time
Bulk Data
Transformation
GA Ops CSRs for
IMOs & BDs
Transition technology GA CSR
utilization from SE2 CRM/ Orion to
Salesforce. Case synchronicity with
Admin platforms. Transaction
triggering.
Agent Alert
Notification
Service
SE2 CRM
(Call/status)
SE2 Case
Manager
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..

Enabling Systems of Interactions
Wholesale Teams
New business
Integration
Message Bus
SE2
API
Integration
services
SE2
API
Integration
IMO
Portal
BD
Portal
CRM/Case
Content
Email, Chat,
IM, Collab
Phone/Voice
Integration
Unified Sales/Service Desktop
Service
IntegrationsSales cloud
Service cloud
QM
Contact Center as a Service
IVR SBR
WFM ACD CTI
Integration
platform
Services
& APIs
Real/Near
Real-Time
Bulk Data
Transformation
GA Ops CSRs for
IMOs & BDs
External PlatformIntegration (RIA, IMO, TPA, etc.)
Other GAFG TPAs/Platforms
SE2 CRM
(Call/status)
SE2 Case
Manager
SE2 Image &
Workflow
SE2 Policy
Admin
SE2 Agent
Mgmt..
Billing
Underwriting
Communication
Systemsof Record
Workflow/
Control
Systemsof Interaction/Engagement
Updates
triggered
based on
defined events
in business
processes

Human Assisted Service – PI Approach
Initial state Q2 2018 Q8 2018 Q4 2018 Q1 2019
Future state
PI 1
• Case updates
• SE2 <> GA
case data
transparency
PI 2
• Agent
notifications
• RIA channel
expansion
PI 3
• RIA expansion
PI 4
• Case
comments
synchronicity
• Triggered
transactions
PI “n”
• Ongoing
Digital backlog
Program Increment 1
• GA: Leadership & Mgmt
• SE2: Digital Capabilities & Mulesoft
API
• Bluewolf: SFDC & Informatica
• All NIGO case updates can be
worked via SFDC
• Full NIGO case transparency to
NIGO teams and Sales teams
Development
Deliverables
Program Increment 2
• SE2: Mulesoft API (for Alerts &
Envestnet / FidX)
• Alert transparency to agents via email
on NIGO cases
• Begin API build for RIA expansion
Program Increment 3
• SE2: Mulesoft API
• SFDC – GA, SFDC
• FidX – GA, FidX, Informatica
• RIA expansion
Program Increment 4
• SE2: Digital Capabilities & Mulesoft API
• All case and service comments and
actions synchronized between SFDC
and SE2 systems
Qn 20XX

FIDxNotesTaskAttachmentNigoCase
Inbound-services
Experience APIs (API gateway)
Json Json Json Json Json ACORD
Outbound-services
JsonJson
System APIs (Connectivity APIs)
Data and access management
Global Atlantic
Case manager-services
Json
Commissions-services
Json
Carrier dashboard
Json
ECM
Json
SE2 Policy Admin
Json
SE2 Commissions
Json
Agent Licensing
Acord
SE2 API Network for GAFG Implementation

Manik S Magar (https://manik.magar.me)
Technology Architect, AVIO Consulting
@ManikMagar
EDI X12 Connector and DataWeave 2.0

Introduction
● Technology Architect @ AVIO Consulting (MuleSoft Partner)
● MuleSoft Certified Architect - Solutions Design / MuleSoft Certified Integration
Architect - Level 1
● MuleSoft Ambassador
● Community Contributor
● Co-lead Online Meetup Group
● Write at https://JavaStreets.com
● { “EntryPoint”: “https://manik.magar.me”}

Agenda
● What is EDI? What is X12? Why should I care?
● What is DataWeave 2? Do I need it?
● How does MuleSoft help with X12?
● Using X12 and DataWeave 2 together (Demo)
● Q&A
@ManikMagar manik.magar.me

What is EDI?
“Electronic Data Interchange (EDI) is the computer-to-computer exchange of
business documents in a standard electronic format between business partners.”
Source: https://www.edibasics.com/what-is-edi/

What is EDI?

What is X12?
In 1979, the American National Standards Institute (ANSI) chartered the
Accredited Standards Committee (ASC) X12 to develop uniform standards for
interindustry electronic exchange of business transactions-electronic data
interchange (EDI).
Source: http://x12.org/x12org/about/asc-x12-faqs.cfm#a1

What is X12?
X12 Standards are continuously evolving. They can be differentiated by release
tag such 004010, where -
● 004 - Version Number
● 01 - Release Number
● 0 - Sub-release Number
Source: http://x12.org/x12org/about/asc-x12-faqs.cfm#a1

What is X12?
How do you represent different business transactions with X12?
PO
Invoi
ceInvoi
ceInvoi
ceInvoicePO
POPurcha
se
Order
Delivery
OrderDelivery
OrderDelivery
OrderDelivery
Order
……… many more

What is X12?
PO
Invoi
ceInvoi
ceInvoi
ceInvoicePO
POPurcha
se
Order
Delivery
OrderDelivery
OrderDelivery
OrderDelivery
Order
……… many more
X12 Standard defines Transaction Sets to represent different document types.

What is X12?
Invoice
Purcha
se
Order
Delivery
/Pickup
Order
850
810
370
Source: http://www.x12.org/x12-work-products/x12-transaction-sets.cfm

Why ….. ?
Source: https://media.giphy.com/media/kfRtlftqCdn5EfMCPm/giphy-downsized.gif

Why ….. ?
Source: https://media.giphy.com/media/gn4GJDJo0jyKI/giphy.gif

What is DataWeave 2.0?

● Default expression language of Mule 4

● More supported data formats such as “application/x-www-form-urlencoded”,
“multipart/*”, application/avro, Newline delimited JSON etc

● Data extraction without explicit data conversion

● More functions and operations for data manipulations

● Better memory management

● Better memory management
● ….. Much more

MuleSoft + X12

MuleSoft + X12
Exchange - https://www.mulesoft.com/exchange/com.mulesoft.connectors/mule-x12-connector/

MuleSoft X12 Module
● MuleSoft X12 Module (or Connector) makes it easy to integrate with any
system that uses X12 Standards.

MuleSoft X12 Module
● It supports read, write, and validate X12 Messages

MuleSoft X12 Module
● Supports multiple versions of X12 standards

● Allows Trading partner based configurations
MuleSoft X12 Module

MuleSoft X12 Module
● Optionally, generate Functional Acknowledgements (997 or 999) as per X12
standard.
● Metadata propagation with DataSense for configured schemas

MuleSoft X12 Module
● Optionally, generate Functional Acknowledgements (997 or 999) as per X12
standard.

MuleSoft X12 Module - How do I?
When receiving X12, How do I -
● know what message types I received?
● are there any errors?
● get functional acknowledgments and write them back?
● see message metadata (datasense)?
● transform X12 to json?

Demo Time

Q&A
Find me -
https://manik.magar.me OR
Ask Google: “Manik Magar”

SECURING CONFIGURATION PROPERTIES IN MULE 4
A use case to implement on your CI process.

AGENDA
● INTRODUCTION
● WHY SECURE INFORMATION
● HOW TO ENCRYPT YOUR CREDENTIALS IN YOUR PROJECTS
● RUN YOUR PROJECT.
● NEXT STEPS ON AUTOMATIC DEPLOYMENTS?
● SUMMARY.

ABOUT ME
Edgar Moran
Integration Architect
Sr. Force.com Developer.
Working at Sitetracker as Integration Architect for the last 2.5 years
Twitter: @yucelmoran
Personal Blog: https://yucelmoran.com

WHY SECURE INFORMATION
● Is important for companies to keep information confidential
● Keep safe user Id’s and passwords
● General best practice

HOW TO ENCRYPT YOUR CREDENTIALS IN YOUR
PROJECTS
1 . Get Mule Secure Configuration Property from Exchange

PROJECTS
2 . Prepare YAML files in your project (dev.yaml / test.yaml / production.yaml)

PROJECTS
3 . Add some attributes in your files (in this sample password and token can be
encrypted)

PROJECTS
4 . Add Global property (application environment ) and Global Configuration property
(to tell what property file pick)

PROJECTS
5 . Add Secure Properties Config

PROJECTS
6 . Specify the files that contains the credentials,
Set a master Key and select the Algorithm and
Encryption modes.

PROJECTS
7. Using secure-properties-tool JAR file to encrypt passwords.
java -jar secure-properties-tool.jar string encrypt AES CBC masterKey
value_to_encrypt

PROJECTS
8. Copy and paste the encrypted values in your YAML file looks like this:
sfdc.password: "![0UfB9Pm8pUfrkLAmNjKg6DAzrawLSPxXzjzACRipA+w=]"
NOTE: enclose the encrypted value with ![]

PROJECTS
9. Finally to see the values you can access them like this:
${secure::sfdc.password}

RUN YOU PROJECT AND TEST
Before try to run your project, make sure you have your environment variable set in
Anypoint Studio:
Get the template from here: https://github.com/emoran/mule4-secure-
properties

NEXT STEPS ON AUTOMATIC DEPLOYMENTS?
● Setup your prefered source control provider (Bitbucket / GitHub / Azure
DevOPS).
● Decide the CI tool is better for you (Circle CI, Jenkins to mention some I have
used from many many)
● Adjust your project POM.xml / Settings.XML files and CI pipelines
● Start Building and deploying to your environments per selected branch

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