EXPERIENCE

Confidential

Role: Sr System Architect

Environment Tools Used: Pega PRPC 7.1.7, Pega IAC gadgets, CMIS Connectors, JBOSS, Oracle 11g, IAC Microsoft SharePoint, Documentum

Roles Responsibilities:

• Build the foundation level layers for Enterprise class structure for Organizational, Divisional and Unit and Application level layers to cater the Enterprise need for IFC, Treasury divisions within the World Bank.
• Define the Case Types, Case stages and steps to model the business processes across all the stages of Investment Operational life cycle using Pega 7.1.7 Version.
• Designed Developed the Case types and Case stages, alternate stages to implement the business rules and routing capabilities, skip stage capabilities.
• Participate in DCO sessions and work along with stakeholders to review business requirements, scope requirements into technical specifications and plan for Sprint cycles.
• Design the flow modeling using Flow rules, Flow actions, Local actions, and developed the business rules Decision rules, Declarative rules to support the work flow capabilities across various levels of approvals ex Transaction lead, Transaction manager, Credit officer, Chairing Manager, Lead Director approval.
• Converted all the existing Word document templates into Pega Forms using Pega UI rules Portal rules, Skin, Harness, Section and Flow action rules. Extensive usage of List to List control, Rich Text editor, Paragraphs in various section rules.
• Integration of Pega in SharePoint portal using IAC Gadget to display work list and dashboard reports in SharePoint.
• Implemented the Collaboration features among various IO Investment Officers using Pega Pulse.
• Offline capabilities and Mobile support capabilities using Pega.
• Extensive usage of Tracer, SMA, and Clipboard tools for trouble shooting the issues.
• Coordinate with Pega Global support for triaging technical issues.
• Worked in an Onshore Offshore distributed development environment.
• Performance monitoring using PAL statistics.
• Using Pega guardrails ensure rules are built with in the acceptable range with minimal deviation.
• Integrate with Documentum using CMIS Connect rules.
• Build SOAP Services using XML Schemas.

Confidential

Role: Sr System Architect.

Responsibilities:

• Responsible for Implementing a PEGA based Rule driven solution for Client onboarding, Risk compliance and automates the sales process for different financial products based on the Client segmentation.
• Implemented enterprise Organization structure for different LOBs, defined access groups, Roles, Work baskets for different regional, national level private client advisors.
• LDAP integration with corporate portal.
• Enforced PEGA PRPC Guard rails in Architecture design, security and Implementation.
• Implemented process workflows for Lead to Prospect to Client and track Client activities, Opportunities for different sales stages.
• Based on Client segmentation routing work to different work baskets as per the LOB and Sales advisors.
• Alert management for fortnight and monthly alert generations.
• Standard reporting features to track client's data, Potential sales deals and their activities.
• Performance tuning, Usage Performance diagnostics tools PAL, SMA, DB Tracer, Profiler.
• Enterprise Class structure, Case Management, Class Design and Specialization, Inheritance , Rule set maintenance
• Data Modeling, UI Architectures, Automating the business rules, Reporting, Release management
• Run JAD session with business and IT teams and lead the effort in gathering and understanding requirements and use cases.
• Implemented DCO tools Application profiler, Applicatin accelerator and Documentation wizard for use case capturing and sharing project documentation.
• Implmented PRPC features Class structure, Rules, Rules sets, Data model, frameworks, automated decision rules, Process flows, UI, Declarative process Declare pages ,Clip board pages, Data Transforms, Reporting, Rules inspector, DB Tracer
• Branching, Product rule migration, Performance tuning, Security Ensure application compliance with application quality, coding UI and corporate standards and performance monitoring by using Preflight PAL.
• Support SIT and UAT and Production environments.
• Participate in defect triage process and troubleshooting.

Environment Tools Used: Pega PRPC V6.3 sp1, DB2, WebLogic v9, XML, HTML, LDAP

Confidential

Role: System Architect

Roles Responsibilities

• Dev lead for Pega solution in planning, managing the scrum team.
• Develop rules for various products according to their classification and business segment.
• Implemented Pega process automation features like Flows, Work baskets, Routing.
• Reports for various management needs.
• Performance monitoring and resolution using PAL, Log Message, SMA.
• Integration with the legacy systems for claims information using Connectors.

Environment Tools Used: PEGA v6.2, Servlets, XML, WebLogic5.1.0, Oracle 10g, SQL, DB2, MQ Messaging

Confidential

Role: Sr. Software Engineer / Lead.

• The objective of this project is to achieve
• A Complete view of the Client portfolio.
• Enhanced functionality
• Improved Usability
• Organizational Efficiencies
• Reduced cost of total owner ship
• Provide standard functionality to support consistent sales and servicing processes.
• This initiative includes conversions like SMART Conversion, START Conversion, and CIBR Coversion and migrate associates and their data.
• The major functional areas are

Client Management

• Ability to easily manage entities i.e. contacts, leads, prospects and Clients in integrated views.
• Ability to define complex associations and relationships between any parties
• Ability to capture and track status of At Risk clients.
• Ability to track deepening potential at the client level.
• Client coverage teams.

Activity Management Calendar

• Improved tracking of client connection activities.
• Mass creation of activities.
• Ability to associate activities with opportunities.

Pipeline Management

• Ability to capture specific asset types for trust products.
• Sales stage management.
• Incentive management.

Referrals Management

• Common referral management framework for inbound and outbound referrals which is integrated with other upstream and down steam systems implemented using Web services.

Alerts Management

• Alerts Integrated Lead Management.
• Integrate with Relationship optimizer.

Financial Accounts

• Prior day balances
• Monthly revenue

Outlook Integration

• One way Client sync from Siebel application to MS Outlook.
• Synchronization of Contacts and Calendar into MS Outlook

Relationship Management

• Grouping entities through segmentation using Siebel households.
• Providing a complete overview of associated activities, opportunities, service requests, and attachments.

Service Requests

• Managing various types of service requests like Merge, Accounts, Client detail
• Service request transactions.

Associate Interface

• Integrating corporate employee database into Siebel Employee view.
• Managing the employee data changes thru daily EIM interface jobs.

Access Control

• Granting access to users based on their Position, Responsibility.
• Managing the associate ,responsibilities based on their profile, Manager, admin, Market, Regional, Core, Marketing, Non fiduciary, Helpdesk

Roles Responsibilities

• Onshore Technical Lead for the Siebel CRM implementation for a period of 6 years.
• Managed 16 releases of Siebel CRM implementation in Siebel 7.7, Siebel 7.8 and Upgrade to 8.0
• Lead the onshore and offshore development teams.
• Worked closely with Business analysts, Client managers, consolidating the requirements, reviewing the requirement specs and translating them into functional requirement specs.
• Involved in disaster recovery and post production support.
• Drive the code migration to SIT, UAT and post production environments.
• Experienced in configuration of features of Siebel application viz PDQs, Drilldown objects, List applets, Form applets, MVGs, Activity templates, Workflows, WebServices
• Design, Develop and Test EIM interface jobs for data migration from sources systems to tareget tables.
• Establishing the offshore model, developing the team, training, establishing the processes for development methodologies.
• Review HLDs, LLDs for the development team.
• Involve in daily defect calls, escalating issues, and driving the effort to meet release end dates.
• Post production analysis, documenting issues, improving the quality and stability of the system in a controlled phase.