Project Development Overview
in AXIS Users Guide - Getting Started

The steps for developing a new DataLink project can be summarized as follows:

1. Create a Logical File Association

  1. Open an AXIS Dataset (or create a new one)
  2. Select the module in which you wish to develop your project 
  3. Set the required Dataset DataLink options and parameters 
  4. Define logical files pointing to all source files

2. Define the Contents of the Primary Table(s) and reference table(s)

  1. Create primary tables and user defined tables as needed.  
  2. Add fields to primary inforce data table(s) according to your data requirements
  3. Define the source of data for each field (loaded from source file, based on other fields in tables or default)
  4. For each field input from the source file, point to the location in the source record and define any conversion or validation 
  5. For each calculated field, define how the field contents are to be defined (mapping process, cross-table action, or user written subroutines)

3. Test the Table Definition

  1. Test load some data from the source file, and test calculation and mapping steps
  2. View table contents and resolve any error messages
  3. Test on the complete source file

4. Create and Test a Batch Process 

  1. Create and test a macro batch process to perform a full batch run, including attaching seriatim records to AXIS cells

5. Examine Calculated Seriatim Results

  1. Select or create and run a Query or Report on the policy information tables including results

7. Expand the Batch Macro (optional)

  1. Edit the batch macro created in Step 4 to include the Cell recalculation, retrieval of calculated results from remote tables, and running of queries if desired.

All the above steps are covered in more detail in succeeding help topics.