My Sun ONE Benefits Portal Sample Application

This section is a synopsis of how to utilize the Portal Server 6.0 Benefits Portal sample application to create a typical corporate intranet portal for viewing and/or administering employee benefits.

This section contains the following topics:

• Overview
• Display Profile Design
• Channel Design
• Install Design
• Database

Overview

---

The Sun™ ONE Portal Server 6.0 Benefits Portal Sample Application simulates a typical corporate intranet portal, presenting users with an integrated view of different intranet applications.

This portal provides the corporate employer and employees the ability to maintain and update 401(K) and ESPP (Employee Stock Purchase Plan) contributions, transfer 401(K) balances into various funds, enroll into ESPP offerings, maintain personal information, and so forth.

These simulations are achieved using the various features of the Portal Server, such as:

• User Management
• Single Sign On
• Content Aggregation
• Session Management
• Personalization

Display Profile Design

---

To properly demonstrate the Benefits Portal demo, two user roles are created in this demo:

• Employee
• Employer

Each role is associated with a display profile which defines channels that can be accessed at each role level correspondingly.

For example:

• The employer display profile provides channels for employers to create and update 401(K) and ESPP plans.
• The employee display profile defines channels for the employees to view these benefit plans.

General channels that are commonly accessible by both roles are defined in the third display profile, Organization.

Additional details relative to the display profiles designed in this demo are as follows:

• Organization (dp-org.xml)

Organization has a tabbed container with one panel containing the user info channel. This is the placeholder for general information channels, such as personal information, and potentially, company news, the Sun ONE Portal Server product news, and so forth.

• Employee (dp-role-employee.xml)

Employee adds two additional panels (tabs) to the tabbed container: 401(K) and ESPP, each containing channels for accessing employee 401(K) and ESPP benefits correspondingly.

• Employer (dp-role-employer.xml)

Employer adds two additional panels (tabs) to the tabbed container: 401(K) and ESPP, each containing channels for accessing employer 401(K) and ESPP benefits correspondingly.

Channel Design

---

The My Sun ONE Benefits desktop has three tabs:

• Employee
• 401(K)
• ESPP

Each of these tabs displays different sets of channels based on the user's role. Both employer and employee users access and manage their 401(K) and ESPP benefits through these channels, which are constructed using JSP Providers, and which interact with Controller and Business Layer in this application.

Employee Tab

Employee Role Channels

Personal Information Channel

This channel displays employee personal information such as name, home address, and office address.

Employer Role Channels

Manage Employees Channel

This channel allows an employer to view employees' information.

This channel invokes the PersonalInfoServlet file to perform the operations mentioned above.

401(K) Tab

Employee Role Channels

Investment Management Channel

This channel displays an employee's 401(K) balance, allocation, and the funds in which the employee has invested.

• An employee can redirect the 401(K) balance by clicking a link that goes to the update investment page (JSP).
• An employee can rebalance the 401(K) by choosing different funds on this page.
• An employee can Update or Cancel any changes by clicking the appropriate button.

The Update button invokes the Plan401kServlet file which stores changes in the database.

Account Balance Channel

This channel displays an employee's 401(K) account balance.

An employee can view the balance in more detail with regard to, for example, the distribution of the fund, the employee contribution, and company matches, by clicking on the link provided in the channel.

Beneficiaries Channel

This channel displays an employee's 401(K) beneficiaries.

An employ can click the Modify Beneficiary link to go to the beneficiaries page (JSP).

This page contains an add/edit beneficiary link which goes to the page where the employee can add or edit beneficiaries, and can specify 401(K) percentages. After adding or editing beneficiaries, the employee goes back to the beneficiaries page to Submit or Cancel the operation.

Contributions Channel

This channel displays an employee's 401(K) contribution and funds in which the employee has invested.

An employee can modify or discontinue a contribution, by clicking the appropriate links.

The Modify link takes the employee to the 401K participation update page where the employee can change the contribution percentage and the funds.

The Update button invokes the Plan401kServlet file which stores changes in the database.

401(K) Rules Channel

This channel displays 401(K) rules. This is an information-only channel for employees, and no operations can be performed from this channel.

Employer Role Channels

Employer Investment Option Channel

This channel displays current funds available for a 401(K) investment, and allows an employer to add or delete funds.

The Add Funds link goes to the Add Mutual Fund Investment Option page (JSP) where the employer can add new funds.

The Create button invokes the Plan401kServlet file which stores changes in the database.

401(K) Rules Channel

This channel lists current 401(K) rules and allows an employer to change those rules.

The Rules Changing page is implemented by JSPs. The JSPs invoke the Plan401Servlet file which stores changes in the database.

Company Match / Payday Channel

This channel lists the employer 401(K) match, the payday, and the pay period. An employer can change the 401(K) match, the payday, and the pay period by clicking the appropriate links.

ESPP Tab

Employee Role Channels

ESPP Rules Channel

This channel displays the corporate ESPP rules. This is an information-only channel for employees, and no operations can be performed from this channel.

The information in this channel can only be modified by the employer. If the employer updates the ESPP participation percentage (from the Employer desktop), the data displayed in this channel is changed accordingly.

ESPP Summary Channel

This channel displays an employee's current ESPP account summary.

Participation Channel

This channel displays the employee's ESPP participation for the current ESPP plan.

Beneficiaries Channel

This Channel displays an employee's ESPP beneficiaries.

An employee can click the Modify Beneficiary link to go to the beneficiaries page (JSP). This page contains an add/edit beneficiary link which goes to the page where an employee can add or edit beneficiaries, and can specify ESPP percentages.

After adding or editing beneficiaries, the employee goes back to the beneficiaries page to Submit or Cancel the operation.

ESPP Open Enrollment Channel

This channel displays the current company ESPP enrollment information.

It provides links for the employee to sign up during the open ESPP enrollment period, if there is an enrollment plan available.

Employer Role Channels

ESPP Rules Channel

This channel lists current ESPP rules, and allows the employer to change the rules. The Rules changing page is implemented by JSPs.

These JSPs invoke the StockInfoServlet file which stores changes in the database.

ESPP Discount / Payday Channel

This channel lists an employer's current ESPP discount, payday, and pay period.

The employer can change the ESPP plan, payday, and pay period by clicking on links.

These links invoke the ESPPEmployerServlet file which stores changes in the database.

Install Design

---

The process flow of Install is as follows:

1. Install the organization display profile.
2. Install the employee and employer display profiles.

1. Add the 401(K) and ESPP panels to the TabContainer file.
2. Add employee and employer role channels to the panels.
3. Create the employer and employee roles.
4. Create sample users:

• jones/jones (employee)
• smith/smith (employee)
• duke/duke (employer)
5. Assign each user to the corresponding role.

Database

---

The database used in this demo is PointBase 4.2.

After the Test Drive installation, the user is required to install PointBase and execute the following SQL scripts that are provided in the Test Drive install:

mybenefits_create_sampledata.sql

mybenefits_delete_sampledata.sql

The SQL scripts are used to create database tables and populate the database with sample data.