101880 – Taking BI Publisher to the Next Level at Wells Fargo

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101880 – Taking BI Publisher to the Next Level at Wells Fargo

Tips and Techniques for Speed, Sophistication and Manageability

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IntroductionsJamie ShepherdTechnology ManagerLocated in Minneapolis29 years IT, 3 years PeopleSoft Managing Payroll, Core HR, International

Sam PredApplications System EngineerLocated in MinneapolisNot as old as Jamie, but years of PeopleSoft Technical ExperienceCurrently supporting Benefits and 9.2 upgrade

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Why Are You Here?• Get information around how Wells has uses BI

publisher for team member communications• Get tips and techniques used for creating

sophisticated publications

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Wells Fargo• Wells Fargo & Company (NYSE: WFC) Wells Fargo & Company

is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet (wellsfargo.com) across North America and internationally serving over 70 million customers.

• 282,000+ team members in more than 35 countries across our 80+ businesses

• Current US population consists of • 265,000 full-time employees• 16,000 part-time employees• 260,000 benefits-eligible employees

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Wells Fargo Facts• 4th in assets and #1 in market value of stock among

U.S. peers• #1 Mortgage servicer• #1 Small Business Lender• #2 provider of private student loans• Top 20 Biggest Public Companies in the World• Top 10 Most Valuable Brands in the World

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PeopleSoft at Wells Fargo• Operate on a DB2 platform• Initially installed PeopleSoft version 2.0 in 1993 (HR/Payroll/Benefits)• Multiple upgrades to 4.5, 6.0, 7.5, and 8.3 throughout the years• Installed home grown version of Manager Self-Service (Staff Management) in 2003• 3rd party Time & Attendance System (Time Tracker)• Installed Benefits Administration in 2002• Installed Automated Terminations Processing in 2006• Upgraded to PS version 8.9 in 2007

Future Plans• Upgrade to version 9.2 projected go live May 2014

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Wells PS Modules• Core HR• Payroll• Ben Admin• Talent Acquisition (moving to vendor solution in 2014)• Employee Self Service• Staff Management (Custom add-on)• HR Helpdesk• Several non-HCM implementations

• Projects, CRM, GL, more

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Our Opportunity– As part of Annual Benefits Enrollment, historically distributed

printed personalized enrollment guides to all eligible team members

– Worked with an external vendor to produce guide, causing issues:

• Personal data in guide was stale • Cost was prohibitive• No electronic versions available • No tracking of use, etc. • All paper guides not very green

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Our Desire

• Bring the process in-house by leveraging our 5+ years of experience with the software:

• Discontinue use of outside vendor• Distribute electronically• Use fresh data• Enable use tracking• Cut costs dramatically• Be environmentally sensitive

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Complications

• Legal Requirements • Real-time or batch?• Service center considerations

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Solutions

– Legal Requirements• Created a log to capture when a TM accessed the

guide• Created and stored effective-dated versions of the

XSL templates • Merged effective-dated PS row data with the

appropriate template

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Solutions- Real-Time or Batch?

- Identified that real-time was not an option with load testing (found solution just before implementation)

- Created online page for team members- Included run control to allow us to move to real-

time by flipping a switch

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Solutions- Service Center Considerations

- Customized screen for HRSC- Print effective-dated documents on demand- See historical data as needed for research

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Results– Produced 260,000 32-page pdf’s over a long

weekend and stored them on a server– Enabled the real-time option without system impact

after the initial rush– Tracked usage by team members– Produced very significant financial savings– Eliminated millions of pages of printed media

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Sample

2012 Annual Benefits EnrollmentLAJUANA VANDEHEY, this is your personalized enrollment guide

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Since then…

– Eliminated the last of our W2 forms requirements

– Re-engineered benefits confirmation statements

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Technical Considerations

– Sam Pred, Wells Fargo PeopleSoft developer, Benefits team.

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Technical considerationsDocument Strategy

• Main Document.– Graphics– Static Text

• Variable Text Document– Conditional Text– Stored in SubTemplates

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Technical considerationsImporting Sub Templates

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Technical considerationsImporting Sub Templates

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Technical considerationsDefining Sub Templates

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Technical considerationsTemplate Syntax

<?template:OTL_E?>You may decrease….<?end template?><?template:OTL_W?>You may enroll….<?end template?>

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Technical considerationsLet the Data Decide

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Technical considerationsImporting Sub Templates

• Test Import: <?import:c:\temp\BEN_PG_VARTEXT.RTF?>• Import becomes: <?import:psxmlp://BEN_PG_VARTEXT_XSL?>

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Technical considerationsGetting To XSL

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Technical considerationsFrom Rowset to XML

• Rowset DataSource Deprecated.• Delivered AppPackage

Local PSXP_XMLGEN:RowSetDS &oRowSetDS = create PSXP_XMLGEN:RowSetDS();local string &xml = &oRowSetDS.getXMLData(&rs, "");

• Geting Fancy.class ReportDefnNW extends PSXP_RPTDEFNMANAGER:ReportDefnmethod SetRuntimeDataRowset /+ &Data as Rowset +/ /+ Extends/implements PSXP_RPTDEFNMANAGER:ReportDefn.SetRuntimeDataRowset +/ rem check report type, if rowset, then call super; Local %metadata:XMLPubRptMgr:XMLPubRptMgr &meta = %This.GetMetaData(); Local string &type = &meta.Ds_type; Evaluate &type When = "XML"

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Technical ConsiderationsReproduce Viewed Document

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Technical ConsiderationsReproduce Viewed Document

XML Doc StorageView Log

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Technical ConsiderationsDid the XML Change?

/*compare new xml to previously stored, only save if different*/ Local XMLDOC_NW:XmlDoc &xmlnew = create XMLDOC_NW:XmlDoc(); Local XMLDOC_NW:XmlDoc &xmlold = create XMLDOC_NW:XmlDoc(); If &xmlnew.ParseXmlFromURL(&oRpt.GetXMLDataFile()) Then &oldAttachName = %This.GetStoredXMLRef(%Datetime, &effdt); If All(&oldAttachName) Then If &xmlold.ParseXMLFromAttachment(&url, &oldAttachName) Then If &xmlnew.CompareTo(&xmlold) Then /*returns true if the same*/ &insert = False; End-If; End-If; End-If; End-If;

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Technical ConsiderationsXMLDoc Descendent

class XmlDoc extends XmlDoc method XmlDoc(); method CompareTo(&xmldoc As XmlDoc) Returns boolean; method CompareNodes(&node1 As XmlNode, &node2 As XmlNode) Returns boolean;…End-class;method CompareTo /+ &xmldoc as XmlDoc +/ /+ Returns Boolean +/ Return %This.CompareNodes(%This.DocumentElement, &xmldoc.DocumentElement); end-method;

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Questions/Discussion

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Contacts• [email protected]

– (612) 316-1373• [email protected]

– (612) 667-3726

Please complete your evaluation: Session 101880

Thank you!

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Upcoming Wells Fargo SessionsSession Time Room

Termination Processing at Wells Fargo W 2:00 Streeter

Enterprise Integration Using Third Party Transformation

Th 8:00 Schiller

Wells Fargo Upload Process Th 9:00 Rosemont 3

Leveraging Integration Broker To Increase Availability

Th 10:30 Rosemont 1

PeopleSoft Total Cost of Ownership Roundtable Th 11:30 Directors B

Automating Benefits Reprocessing at Wells Fargo Th 2:30 Rosemont 3

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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada

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