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Tax Server

Tax Adapter

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KCI Tax Server 2018 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:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Separate reusable object oriented software service that implements an enterprise-wide tax interpretation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Places tax knowledge in a single place

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Provides a messaged-based interface for multiple "client" systems, including:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif Administrative systems

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif Illustration systems

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif New issue systems

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif Customer service systems

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Compatible with various middleware, including support for IBM MQSeries

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Strategic architecture consistent with many component-based legacy transition strategies

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Portable to many platforms

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Scaleable design

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Integrates with KCI Tax Workstation (web access) and KCI Tax Adapter

Functionality:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Fully integrated tax processing

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Support for Internal Revenue Code 7702, 7702A, 72(e), and 1035 including:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif 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.

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif DEFRA (definition of life insurance), Cash value accumulation test (CVAT), Guideline premium testing, recapture ceiling

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Cost basis updating, taxable gain determination, 1099 generation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Federal withholding computation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Supports traditional (single & survivorship), universal, variable, variable/universal life products and riders

Business Events:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gifRemittances / Payments

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Disbursements / Withdrawals / Partial surrenders / Loans

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Policy changes

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Surrender, Lapse, Reinstatement, Death claim

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Policy changes

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Dividend payments

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Issue

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Internal transactions

 Technical:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif State-of-the-art object oriented design (U.S. Patent Number 6064983)

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Object oriented insurance business object framework

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Easily modified tax interpretation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Flexible inclusion of insurance products

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif 100+ business object classes

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Unified Modeling Language (UML) design documentation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif class diagrams, instance diagrams, object interaction diagrams

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Generic message interface definition

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Pure object oriented design utilizing many "Design Patterns"

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Written in Java

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Production environments:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Jadebull.gif Windows 2000 / XP, AIX, MVS, HP, Sun Solaris

Available:

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif All source code and design documentation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif The Tax Subsystem Architecture & Design Guide

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif A generic, comprehensive, 275+ page Tax Interpretation

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif Test suites and testing tools

Description: C:\Users\Scott\Documents\WEBPAGE\KCI Page\Bullet3.gif 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.
Holliston, Massachusetts
Phone: 1-508-429-1589
E-mail: info3@koehlerconsult.com

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trademarks of International Business Machines Corporation

in the United States, other countries, or both.

 

The following companies are owners of their respective trademarks: Microsoft Corp. (Windows), IBM Corp. (AIX, AS/400, OS/2, MQSeries).

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Last updated: December 29, 2017