Tax Management System

Customer

Swiss Life Pension Services — the leading Swiss company working in the field of pension insurance with thousands of customers all over the world.

Challenge

Swiss Life Pension Services manages all business transactions of customers’ accounts (such as assets and liabilities, and so on.). One of those transactions is tax payment. To automate the process of tax paying Swiss Life addressed Sunbay.

It’s not the first time of cooperation between Sunbay and Swiss Life as Sunbay has developed and is supporting Swiss Life payment management system — KOFA.

Solution

Software solution developed by Sunbay provides all functionality to automate tax payment process. The key features ensured by the software are as follows:

• Ability to register and manage any tax payment
• "Withholding tax" payments administration and archiving
• Automated data import from FTP Server
• Ability to get full information at any time about the tax payment status of any account holder
• Ability to have various and extended kinds of reports on the basis of the accumulated information, using any of four languages  — English, German, Italian and French

The system provides interfaces to store, retrieve and handle confidential commercial data. Therefore, a strict security subsystem is implemented into the solution. That’s why the system is based on Oracle technologies. To get access to the data every user must identify himself with a valid username and password. Oracle system validates the input data and according to the authentication results provides access to the system.

Implementation of the system is based on a two-level architecture. The first level is a client level. It contains no business logic inside, just simple procedures of delivering requests to the server level, retrieving results from it and data validation. The server level hides all the business logic inside and provides high-level interfaces to the client side of the system.

The tax payment system is being supported by Sunbay since the year of 1998.