Installation Instructions for Hot Fix F90007

Windows for x64

Hot fix F90007 addresses the issue(s) in SAS Risk Management for Insurance 2.1_M1 on Windows for x64 as documented in the Issue(s) Addressed section of the hot fix download page:

http://ftp.sas.com/techsup/download/hotfix/HF2/F90.html#F90007

F90007 is a "container" hot fix that contains the following "member" hot fixes which will update the software components as indicated. See the Container Hot Fixes section in the Maintenance Install Tool (MIT) Usage Guide for more information about container hot fixes.

G55005 for SAS Detail Data Store for Insurance 5.4_M1
F88007 for SAS Firmwide Risk Management for Insurance Server 2.1_M1
F89007 for SAS Market Risk Management for Insurance Server 2.1_M1
F03003 for SAS Risk Dimensions Server Component 5.3_M1
G61005 for SAS Risk Management for Insurance Mid-Tier 2.1_M1
F12008 for SAS Risk Management for Insurance Server 2.1_M1
G54005 for SAS Risk Reporting Repository 1.4_M1
F92007 for SAS Underwriting Risk Management for Life Insurance Server 2.1_M1
F91007 for SAS Underwriting Risk Management for P&C Insurance Server 2.1_M1

Before applying this hot fix, follow the instructions in SAS Note 35968 to generate a SAS Deployment Registry report, then verify that the appropriate product releases are installed on your system. The software components and release numbers should match the list of software components updated by the individual hot fix installers.

IMPORTANT NOTES

1. Files delivered in this hot fix will be backed up during the installation process. However, it is good general practice to back up your system before applying updates to software.

When applying this hot fix, the -alwaysoverwrite option should be used. This option causes the hot fix to overwrite files that are currently on your system with the updated hot fix version of those files. ANY customizations that may have been made to files included in the hot fix will be lost. The hot fix installer will automatically back up files for you. After the hot fix has been installed, use the backup copies to merge any of the customizations that you wish to retain. Links to manifests are provided in the section above to assist in determining which files will be overwritten.

3. Configurations and related uncompiled macro files for the following reports will be updated as a part of this install:

ASSETS-D1
ASSETS-D1Q
ASSETS-D1S
ASSETS-D2O
ASSETS-D2T
ASSETS-D3
ASSETS-D4
ASSETS-D5
ASSETS-D6
BS-C1
COUNTRY-K1
COVER-A1A
COVER-A1Q
G01
G03
G04
IGT1
IGT2
IGT3
IGT4
MCR-B4A
MCR-B4B
OF-B1Q
RC
RE-J1
RE-J2
RE-J3
RE-SPV
SCR-B2A
SCR-B2B
SCR-B2C
SCR-B3A
SCR-B3B
SCR-B3C
SCR-B3D
SCR-B3E
SCR-B3G
TP-E1
TP-E1Q
TP-E2
TP-E3
TP-E4
TP-E6
TP-E7A
TP-E7B
TP-F1
TP-F1Q
TP-F2
TP-F3A
TP-F3B
TP-F4
VA-C2A
VA-C2B
VA-C2C

The following reports from the above list have been migrated to the CP 11 Final QRT templates by EIOPA:

G01
G03
G04
IGT1
IGT2
IGT3
IGT4
MCR-B4A
MCR-B4B
RC
SCR-B2A
SCR-B3A
SCR-B3C
SCR-B3E
TP-E1
TP-E1Q
TP-F1
TP-F1Q
TP-F2

The following reports, if already existing on your system will not be available after this install as the reports have been dropped from the CP 11 Final QRT templates by EIOPA. Metadata and configurations for the reports have been removed:

Cover-A1
C2_ANALYSIS_LF
C2_ANALYSIS_NL
C2_SUMMARY
G10
G15
G20
G30
IGT5
IGT6
TP-E5
TP-E7
VA-C2D

Following reports were added/updated in the metadata per CP9 EIOPA QRT list:

Assets-D1Q
Assets-D1S
Assets-D2O
Assets-D2T
Cover-A1A
Cover-A1Q
VA-C2A
VA-C2B
VA-C2C
TP-E7A
TP-E7B

Descriptions (report names) for the following changed per CP9 and CP 11 Final EIOPA templates and have been updated in the metadata:

ASSETS-D1
G14
IGT1
IGT2
IGT3
IGT4
Re-J1
SCR-B2A
SCR-B2C
TP-E1
TP-E1Q
TP-E3
TP-E6
TP-F4

If you need to retain previous versions of these files, they can be retrieved from backup locations as needed.

As part of this install, support for XBRL reporting has been added. In order to support this feature, the following tables and columns have been added to the static directory:

Newly added tables:

XBRL_COMPLEXTYPE
XBRL_COMPLEXTYPE_ENUMERATION
XBRL_DIMENSION
XBRL_FACTELEMENTS
XBRL_FMT
XBRL_REPORT
XBRL_SCHEMA

Columns for the newly added tables:

TABLE NAME COLUMN NAME

XBRL_COMPLEXTYPE BASE_CD

MAXINCLUSIVE

MAXLENGTH

MININCLUSIVE

NAME_CD

PATTERN_CD

VALID_FROM_DTTM

VALID_TO_DTTM

XBRL_COMPLEXTYPE_ENUMERATION NAME_CD

VALUE_VAR

VALID_FROM_DTTM

VALID_TO_DTTM

XBRL_DIMENSION DIMENSION_CD

REPORT_CD

DIMENSIONTYPE

FORMAT_CD

MEMBERTAG

VARIABLE_CD

VARIABLESTAG

VALID_FROM_DTTM

VALID_TO_DTTM

XBRL_FACTELEMENTS BASETYPE_CD

ELEMENTCODE

ELEMENTNAME

PERIODTYPE

TAXONOMY

TYPE_CD

You must have Administrator Privileges on your CLIENT or SERVER machine.
All currently active SAS sessions, daemons, spawners and servers must be terminated before applying this hot fix.
This hot fix should be installed using the same userid who performed the initial software installation.
On UNIX systems, you may need to adjust file permissions on all new and updated files to meet with your sites security guidelines.

INSTALLATION

This hot fix must be installed on each machine where the updated components of the product, listed above, are installed. The installation process will determine which components of SAS Risk Management for Insurance 2.1_M1 are installed on each machine, and apply the appropriate updates.

If the updated components of this product are installed on multiple operating systems, you must download the hot fix for the appropriate operating system(s) and follow the installation instructions provided to complete the deployment of this hot fix.

The installer downloaded is F90007x6.exe.

When downloading SAS 9.2 hot fix packages, you must choose to Save the hot fix to disk, then execute the install from the saved location. Attempting to install a hot fix directly from the download page results in the error documented in SAS Note 37104.

To install this hot fix execute F90007x6.exe using the -alwaysoverwrite option.

This will initiate the installation wizard, which will guide you through the hot fix installation process.

Note: If your Windows operating system is Windows Vista, Windows 7 or Windows Server 2008, it may be necessary to "right-click" F90007x6.exe and select "Run as administrator".

See the Maintenance Install Tool (MIT) Usage Guide for more details on the installation of hot fixes.

The content of this hot fix is listed in the hot fix manifest.

This completes the installation of F90007. You must perform any "Post-Installation Instructions" documented below to successfully complete the deployment of this hot fix.

POST-INSTALLATION INSTRUCTIONS

For each product installed, click the link to be redirected to post-installation instructions.

G55005 for SAS Detail Data Store for Insurance 5.4_M1

If you have existing DDS physical tables, make a backup of the data in a different location.
Following is the summary of the changes in this hot fix:

Newly added tables:

ACCOUNTING_TRANS
ACCOUNTING_TRANS_LINE_ITEM
ACCOUNT_PERIOD
ACCOUNT_PERIOD_ASSOC
ASSET_PORTFOLIO_SEGMENT
ASSET_PORTFOLIO_SGMNT_X_EXPOSURE
ASSET_SEGMENT_X_EXPOSURE
CEDED_LOSS
CLAIMED_INJURED
CLAIM_UNIT_X_INJURED
CONTRACT_SECTION_X_RI_CARRIER
CREDIT_FACILITY_CR_MITIGANT
CURRENCY_CONVERSION_RATE
EXPOSURE_PLEDGED
FRA_INSURMENT_LEG
GL_SEGMENT_BALANCE
GL_SEGMENT_PARAMETER
GL_SEGMENT_PARAM_GROUP
REINSURANCE_COLLATERAL
REINSURANCE_CONTRACT
REINSURANCE_CONTRACT_SECTION
REINSURANCE_COVERAGE
REINSURANCE_COVERAGE_REFERENCE
REINSURANCE_INTERMEDIARY
REINSURANCE_PROGRAM
REINSURANCE_RATE
REINSURANCE_REINSTATEMENT
RISK_DRIVER
RISK_DRIVER_X_EXPOSURE
RI_TRANS_X_CEDED_LOSS
SUB_LEDGER
SUB_LEDGER_BALANCE
XL_LAYER
XL_LAYER_X_RI_CARRIER

Updated tables:

CREDIT_FACILITY
EMBEDDED_OPTIONS
FINANCIAL_ACCOUNT
FINANCIAL_INSTRUMENT
FINANCIAL_INSTRUMENT_CHNG
FUND_INSTRUMENT
PHYSICAL_ASSET
SECURITIZATION_POOL

Newly added columns:

Table Name Column Name

ASSET_SEGMENT_X_EXPOSURE FINANCIAL_POSITION_RK

BONDED_INSTRUMENT PRINCIPAL_EXCHANGE_FLG

CONVERTIBLE_FLG

COMML_PROP_DETAILS APPLICATION_RK

COMML_VEHICLE_DETAILS CEDED_LOSS

CLAIM_UNIT CLAIM_UNIT_CURRENCY_CD

RECOVERY_ESTIMATED_AMT

RECOVERY_RECEIVED_AMT

APPLICATION_RK

COUNTERPARTY MIN_CAPITAL_REQ_FLG

CONVERSION_SCHEDULE VALID_FROM_DTTM

VALID_TO_DTTM

COVERED_PERILS PERIL_RK

FINANCIAL_ACCOUNT PAYMENT_DAY_OF_MONTH_NO

INT_PAYMENT_DAY_OF_MONTH_NO

RESET_DAY_OF_MONTH_NO

FINANCIAL_INSTRUMENT PAYMENT_DAY_OF_MONTH_NO

INT_PAYMENT_DAY_OF_MONTH_NO

RESET_DAY_OF_MONTH_NO

FINANCIAL_INSTRUMENT_ASSOC PHYSICAL_ASSET_RK

GENERAL_UNIT_OF_EXPOSURE UNDERWRITING_MODEL_AMT

UNDERWRITING_MODEL_TYPE_CD

GL_ACCOUNT CONTROL_ACCOUNT_FLG

GL_ACCOUNT_BALANCE ACCOUNT_PERIOD_RK

AS_OF_DATE

GL_BALANCE_BASE_CURRENCY_CD

GL_BALANCE_REPT_CURRENCY_CD

REPORTING_METHOD_CD

GL_JRNL REVERSAL_DESC

EVERSAL_REASON_CD

REVERSED_GL_JRNL_ID

GL_JRNL_DETAILS ACCOUNT_PERIOD_RK

GL_SEGMENT_PARAM_GROUP GL_SEGMENT_GROUP_DESC

GL_SEGMENT_PARAMETER PARAMETER_DESC

LEGAL_PROT_INSURED_SUBJECT APPLICATION_RK

LIABILITY_INSURED_SUBJECT APPLICATION_RK

PERIL PERIL_RK

VALID_FROM_DTTM

VALID_TO_DTTM

PERS_PROP_DETAILS APPLICATION_RK

PERS_VEHICLE_DETAILS APPLICATION_RK

REINSURANCE_CARRIER PARTICIPATION_LIMIT_AMT

RI_CARRIER_RK

RI_CARRIER_TYPE_CD

RI_NETWORK_ID

REINSURANCE_COLLATERAL EFFECTIVE_DTTM

EXPIRATION_DTTM

REINSURANCE_CONTRACT_SECTION GROSS_RETENTION_PCT

REINSURANCE_EXPOSURE CEDING_COMMISSION_AMT

RI_AMT_SHARE

RI_CONTRACT_SECTION_RK

RI_EXP_EFFECTIVE_DT

RI_EXP_EXPIRATION_DT

REINSURANCE_TRANS RI_CONTRACT_RK

RI_CONTRACT_SECTION_RK

RI_REINSTATEMENT_RK

XL_LAYER_RK

REINSURANCE_TRANS_LINE_ITEM LINE_ITEM_TRANS_AMT

RI_CONTRACT_RK

RI_CONTRACT_SECTION_RK

RF_CURVE_X_RF_GROUP VALID_FROM_DTTM

VALID_TO_DTTM

RI_TRANS_X_RI_EXPOSURE RI_CONTRACT_RK

RI_EXP_TRANS_AMT

RISK_FACTOR VALID_FROM_DTTM

VALID_TO_DTTM

RISK_FACTOR_CURVE VALID_FROM_DTTM

VALID_TO_DTTM

RISK_FACTOR_GROUP VALID_FROM_DTTM

VALID_TO_DTTM

RSK_FCTR_X_ANAL_MDL_TRANS_METH VALID_FROM_DTTM

VALID_TO_DTTM

RISK_FACTOR_X_RISK_FCTR_CURVE VALID_FROM_DTTM

VALID_TO_DTTM

SECURITIZATION_POOL RESECURITIZATION_FLG

SUB_LEDGER AS_OF_DT

SWAP_INSTRUMENT_LEG PAYMENT_DAY_OF_MONTH_NO

INT_PAYMENT_DAY_OF_MONTH_NO

RESET_DAY_OF_MONTH_NO

TECHNICAL_INSURED_SUBJECT APPLICATION_RK

OTHER_INSURED_SUBJECT APPLICATION_RK

XL_LAYER CAP_RANGE_1_AMT_TYPE_CD

CAP_RANGE_2_AMT_TYPE_CD

DEDUCTIBLE_1_AMT

DEDUCTIBLE_2_AMT

LIMIT_1_AMT

LIMIT_2_AMT

Renamed Columns:

The column ASSET_PORTFOLIO_X_EXPOSURE__RK from ASSET_PORTFOLIO_SGMNT_X_EXPOSURE table had a typo. It has been renamed to ASSET_PORTFOLIO_X_EXPOSURE_RK.

Deprecated tables and columns:

A few tables and columns have been deprecated from previous versions. They will be removed physically in the future. The comment for such objects has been updated to "DEPRECATED" and can be used to know if the table or column is deprecated.

Table Name Column Name

ASSET_SEGMENT_X_EXPOSURE FINANCIAL_INSTRUMENT_RK

BOND_VOLATILITY_QUOTE TERM_CD

COMMODITY_VOLATILITY_QUOTE TERM_CD

CREDIT_SPREAD_QUOTE TERM_CD

FX_FORWARD_QUOTE TERM_CD

FX_VOLATILITY_QUOTE TERM_CD

INDEX_VOLATILITY_QUOTE TERM_CD

INTEREST_RATE_QUOTE TERM_CD

PHYSICAL_ASSET_QUOTE TERM_CD

INT_RATE_VOLATILITY_QUOTE TERM_CD

UNDERLYING_TERM_CD

REINSURANCE_COLLATERAL EFFECTIVE_DT

REINSURANCE_COLLATERAL EXPIRATION_DT

Columns with changed attributes:

Table Name Column Name

EXTERNAL_ORG NAICS_CD

EXTERNAL_ORG SIC_CD

FINANCIAL_INSTRUMENT FINANCIAL_INSTRUMENT_NM

INDEX_QUOTE INDEX_CD

INTERNAL_ORG NAICS_CD

SIC_CD

CEDED_LOSS CEDED_LAE_CASE_RESERVE_AMT

CEDED_LOSS CEDED_PAID_LAE_AMT

RISK_FACTOR_X_RISK_FCTR_CURVE VALID_TO_DTTM

RSK_FCTR_X_ANAL_MDL_TRANS_METH CURR_NUM_UNITS

If you already have existing DDS physical tables, then execute the ddls of the tables which have undergone changes as mentioned in point 2 above from <SASHOME>/SASFoundation/9.2/insurancedds/sasmisc/insurancedds_5.4M1/ddl/sas folder.
If you do not have existing DDS physical tables, then execute the ddlgen.sas file present in <SASHOME>/SASFoundation/9.2/insurancedds/sasmisc/insurancedds_5.4M1/ddl/sas folder.
If you already have existing DDS physical tables, migrate data for those tables which are updated in this hot fix.
Copy the files present in <SASHOME>/SASFoundation/9.2/insurancedds/sasmisc/insurancedds_5.4M1/metadata/ folder to a location which can be accessed by DI studio client.
Open DI studio and logon as unrestricted user.
If you have existing metadata for DDS, backup the same.
If you do not have existing metadata for DDS, then import insurancedds_54m1_sas.spk followed by insurancedds_54m1_hf1_sas.spk, insurancedds_54m1_hf2_sas.spk, insurancedds_54m1_hf3_sas.spk, insurancedds_54m1_hf4_sas.spk, and insurancedds_54m1_hf5_sas.spk.

Notes:

Before importing the insurancedds_54m1_hf2_sas.spk, please delete the table SCHEDULE_X_TREATY from the destination metadata server using DI Studio from the folder /Products/SAS Detail Data Store For Insurance/DDS5.4_M1/01] INSURANCE PRODUCT.
Table ASSET_PORTFOLIO_SGMNT_X_EXPOSURE has been renamed to ASSET_SEGMENT_X_EXPOSURE. The data if existing in the original table needs to be migrated to the newly created table. Please note that the column ASSET_PORTFOLIO_X_EXPOSURE_RK in the original table is represented as ASSET_SEGMENT_X_EXPOSURE_RK in the new table.
Once all hot fixes have been installed, execute the below code in DI Studio to delete the metadata for the physically removed tables/columns. This will update all tables/columns metadata as per the physical table structures.

In DI Studio, start the code editor from “Tools” menu and execute below code with appropriate values of parameters:

Options metapass=”<password for metadata user>”

metaport=<port number>

metaprotocol=bridge

metarepository=”foundation”

metaserver=”<metadata server>”

metauser=”<metadata user id>”;

proc metalib;

omr (library=”Detail Data Store” repname=”foundation”);

update_rule (delete);

report;

run;

For detailed instructions of creating physical table and importing metadata, please refer to SAS® Detail Data Store for Insurance 5.4 Second Edition.

F88005 for SAS Firmwide Risk Management for Insurance Server 2.1_M1

NONE

F89005 for SAS Market Risk Management for Insurance Server 2.1_M1

NONE

F03003 for SAS Risk Dimensions Server Component 5.3_M1

NONE

F12006 for SAS Risk Management for Insurance Server 2.1_M1

Import updated .spk files:

1. Backup existing metadata.

2. Import delivered SPK files using SAS MC Import/Export SAS Package wizard

The following analytical STPs have been deprecated:

1. ASSET_VALUATION_HSLT_SCEN

2. HEALTH_CAT_SOLVENCY

3. HNSLT SOLVENCY

4. HSLT_SOLVENCY

5. HSLT_VALUATION_SCEN_LF

6. HEALTH_SCR

If any of the above analytical STPs exist in your installation or were imported during a previous hotfix, they will need to be manually removed by executing the following steps:

1. Login to SAS Management Console (SMC) as the Administrator (sasadm) user

2. Click on the Folders tab

3. Navigate to the folder Analysis under System -> Applications -> SAS Risk Management for Insurance -> Firmwide Risk Server 2.1

4. Select the analytical STPs listed above and delete.

Import updated analysis.spk for Firmwide Risk Server 2.1

i. Login to SAS Management Console (SMC) as the Administrator (sasadm) user

ii. Click on the Folders tab

iii. Navigate to the folder Analysis under System -> Applications -> SAS Risk Management for Insurance -> Firmwide Risk Server 2.1

iv. Right-click on the Analysis folder and select Import SAS Package from the menu

v. Browse to <SASHOME>/rmifirmmva/sasmisc/Config/Deployment/Packages and select the analysis.spk file.

vi. Select the radio button for New Objects Only and click Next

vii. You should see the following STPs in the window. The STPs, HEALTH_SOLVENCY and FIRMWIDE_MCR will be seen only if not already imported in HF7. Click Next and then Next again.

1. NLIFE_LOSS_TRIANGLE

2. HEALTH_SOLVENCY

3. FIRMWIDE_MCR

viii. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.

ix. On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmifirmmva\sasstp folder. Click Next.

x. Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.

xi. The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see messages such as the below in the log:

Create 1 Stored process objects:

1. /System/Applications/SAS Risk Management for Insurance/Firmwide Risk Server2.1/Analysis/NLIFE_LOSS_TRIANGLE

xii. Click Ok and then Finish.

xiii. You should now see the newly created STP(s) in the Analysis Folder.

c. You can skip this step if already performed in installing HF7. Import updated analysis.spk for Life Risk Server 2.1.

i. Login to SAS Management Console (SMC) as the Administrator (sasadm) user

ii. Click on the Folders tab

iii. Navigate to the folder Analysis under System -> Applications -> SAS Risk Management for Insurance -> Life Risk Server 2.1

iv. Right-click on the Analysis folder and select Import SAS Package from the menu

v. Browse to <SASHOME>/rmilifemva/sasmisc/Config/Deployment/Packages and select the analysis.spk file.

vi. Select the radio button for New Objects Only and click Next

vii. You should see the following STPs in the window. Click Next and then Next again.

1. SLTH_SOLVENCY

viii. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.

ix. On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmilifemva\sasstp folder. Click Next.

x. Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.

Create 1 Stored process objects:

1. /System/Applications/SAS Risk Management for Insurance/Life Risk Server2.1/Analysis/SLTH_SOLVENCY

xii. Click Ok and then Finish.

xiii. You should now see the newly created STP in the Analysis Folder.

You can skip this step if already performed in installing HF7. Import updated analysis.spk for Property Casual Risk Server 2.1.

i. Login to SAS Management Console (SMC) as the Administrator (sasadm) user

ii. Click on the Folders tab

iii. Navigate to the folder Analysis under System -> Applications -> SAS Risk Management for Insurance -> Property Casual Risk Server 2.1

iv. Right-click on the Analysis folder and select Import SAS Package from the menu

v. Browse to <SASHOME>/rmipcmva/sasmisc/Config/Deployment/Packages and select the analysis.spk file.

vi. Select the radio button for New Objects Only and click Next

vii. You should see the following STPs in the window. Click Next and then Next again.

1. NSLTH_SOLVENCY

Ensure that you have the correct mappings for the SAS Application Servers. Click Next.
On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmipcmva\sasstp folder. Click Next.
Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.
The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see messages such as the below in the log:

Create 1 Stored process objects:

1. /System/Applications/SAS Risk Management for Insurance/Property Casual Risk Server2.1/Analysis/NSLTH_SOLVENCY

Click Ok and then Finish.
You should now see the newly created STP in the Analysis Folder.

Import updated reports.spk for the RMI Common Server component.
1. Login to SAS Management Console (SMC) as the Administrator (sasadm) user
2. Click on the Folders tab
3. Navigate to the folder Reports under System -> Applications -> SAS Risk Management for Insurance -> Risk Management for Insurance Server 2.1
4. Select all the Reports, right-click and select Delete. Ensure that all Reports have been deleted from the Reports folder.
5. Next, right-click on the Reports folder and select Import SAS Package from the menu
6. Browse to <SASHOME>/rmicomnsvr/sasmisc/Config/Deployment/Packages and select the reports.spk file.
7. Select the radio button for All Objects and click Next
8. You should see a list of Reports in the window. Click Next and then Next again.
9. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.
10. On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmicomnsvr\sasstp folder. Click Next.
11. Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.
12. The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see a message such as "The import process completed successfully" in the log.
13. Click Ok and then Finish.
14. If required, selectively import metadata from the backup SPK (refer to Step 1) for only those QRTs that were customized earlier and are not delivered in the hot fix.

You can skip this step if already performed in installing HF7. Import updated system.spk for the RMI Common Server component.
1. Click on the Folders tab
2. Navigate to the folder System under System -> Applications -> SAS Risk Management for Insurance -> Risk Management for Insurance Server 2.1
3. Right-click on the System folder and select Import SAS Package from the menu
4. Browse to <SASHOME>/rmicomnsvr/sasmisc/Config/Deployment/Packages and select the system.spk file.
5. Select the radio button for All Objects and click Next
6. You should see a list of STPs in the window. Click Next and then Next again.
7. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.
8. On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmicomnsvr\sasstp folder. Click Next.
9. Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.
10. The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see a message such as "The import process completed successfully" in the log.
11. Click Ok and then Finish.
12. You should now see
  1. A new "Job name" parameter in the Parameters tab for the REPORT_OPTIONS STP if you had not installed HF5 or Hf6.
  2. A new parameter for XBRL generation.

You must perform the following steps before importing the new utilities.spk for the RMI Common Server component. If not already done as a part of HF7 install, the following STPs in the Utilities folder first need to be removed.

1. RE_J1

2. RE_J2

3. RE_J3

4. TP_E4

5. ACCOUNTING_MEASURES

6. TP_E6

7. TP_E7A

8. TP_E7B

The reason that these STPs need to be removed is to be able to consolidate them under a new data management folder (which will be installed from the utilities.spk files) and also because the .sas files they execute have been renamed.

If the STP removal was already performed as a part of HF7 install, skip the following Step (ii) and just delete the folder named Data Management. This will automatically delete the contents in the folder. Otherwise, perform the following Step (ii) to first remove the STPs before proceeding to Step h:

ii. To remove the STPs execute the following steps:

Login to SAS Management Console (SMC) as the Administrator (sasadm) user
Click on the Folders tab
Navigate to the folder Utilities under System -> Applications -> SAS Risk Management for Insurance -> Risk Management for Insurance Server 2.1
Select the analytical STPs listed above and delete.

Import updated utilities.spk for the RMI Common Server component

i. Click on the Folders tab

ii. Navigate to the folder Utilities under System -> Applications -> SAS Risk Management for Insurance -> Risk Management for Insurance Server 2.1

iii. Right-click on the Utilities folder and select Import SAS Package from the menu

iv. Browse to <SASHOME>/rmicomnsvr/sasmisc/Config/Deployment/Packages and select the utilities.spk file.

v. Select the radio button for All Objects and click Next

vi. You should see a list of STPs in the window. Click Next and then Next again.

vii. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.

viii. On this screen, map source code repositories between original and target application servers. Choose the path to the <SASHOME>\rmicomnsvr\sasstp folder. Click Next.

ix. Review the Summary information and click Next if correct. Otherwise, click on the Back buttons to make necessary corrections in earlier steps.

x. The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see a message such as "The import process completed successfully" in the log:

xi. Click Ok and then Finish.

xii. You should now see the following STPs in the Utilities folder in a new "Data Management" folder containing data management jobs:

1. RE_J1

2. RE_J2

3. RE_J3

4. TP_E4

5. ACCOUNTING_MEASURES

6. TP_E6

7. TP_E7A

8. TP_E7B

Import updated rmi_etl_bridge_m1_hf8.spk for the RMI Solution Data Mart (SDM) ETL jobs
1. Following is the summary of the newly added and modified jobs in this hot fix:

Newly added jobs:

Job Name

RMI_INT_100_I_ACCOUNT_CREDIT_RISK_MITIGANT

RMI_INT_100_I_CREDIT_FACILITY_CR_MITIGANT

RMI_INT_100_I_EXPOSURE_CR_MITIGANT_RANK

RMI_INT_100_I_FINANCIAL_POSITION_CR_MITIGANT

RMI_INT_100_I_FRA_INSTRUMENT_LEG

RMI_INT_100_I_RISK_FACTOR_X_RISK_FCTR_CURVE

RMI_STG_210_EXPOSURE_CRM_LINK

RMI_STG_210_GL_BAL_SEGMENT_ATTR_VAR

RMI_STG_210_GL_BALANCE_SEGMENT

RMI_STG_210_RATE_PARAM_GROUP_X_PARAMETER

RMI_STG_210_RI_CONTRACT_COLLATERAL

RMI_STG_210_SUB_LEDGER

RMI_STG_230_CAPITAL_ALLOCATION

RMI_STG_230_CAPITAL_COST

Modified Jobs:

Job Name

RMI_INT_100_I_ASSET_SGMNT_X_EXPOSURE

RMI_INT_100_I_BOND_INSTRUMENT

RMI_INT_100_I_COUNTERPARTY

RMI_INT_100_I_CREDIT_CARD_ACCOUNT

RMI_INT_100_I_CREDIT_FACILITY

RMI_INT_100_I_EXTERNAL_ORG

RMI_INT_100_I_FINANCIAL_INSTRUMENT

RMI_INT_100_I_FINANCIAL_POSITION

RMI_INT_100_I_FX_FORWARD_QUOTE

RMI_INT_100_I_FX_VOLATILITY_QUOTE

RMI_INT_100_I_INTEREST_RATE_QUOTE

RMI_INT_100_I_INT_RATE_VOLATILITY_QUOTE

RMI_INT_100_I_PHYSICAL_ASSET

RMI_INT_100_I_RISK_FACTOR

RMI_INT_100_I_RISK_FACTOR_X_RISK_FCTR_CURVE

RMI_INT_100_I_SWAP_INSTRUMENT_LEG

RMI_INT_105_I_FINANCIAL_ACCOUNT

RMI_INT_110_I_ACCT_POS_INST_FCLTY_APPEND

RMI_INT_110_I_QUOTE_VOLATILITY

RMI_STG_210_CEDED_LOSS

RMI_STG_210_CLAIM_HISTORY

RMI_STG_210_GENERAL_INSURANCE_SUBJECT

RMI_STG_210_GENERAL_INSURANCE_UOE

RMI_STG_210_GL_ACCOUNT_ASSOC

RMI_STG_210_INSURANCE_SEGMENT

RMI_STG_210_INSURED_ITEM_LOCATION

RMI_STG_210_LIFE_INSURANCE_POLICY

RMI_STG_210_SECURITIZATION_POOL_MART

RMI_STG_210_XL_LAYER

RMI_STG_230_ASSET_SGMNT_X_EXPOSURE

RMI_STG_230_CASHFLOW_ACCOUNT

RMI_STG_230_CASHFLOW_FRA

RMI_STG_230_CASHFLOW_INSTRUMENT

RMI_STG_230_CONVERSION_SCHEDULE

RMI_STG_230_CONVERTIBLE_BOND_INSTRUMENT

RMI_STG_230_COUNTERPARTY

RMI_STG_230_CREDIT_RISK_MITIGANT

RMI_STG_230_EMBEDDED_OPTIONS

RMI_STG_230_FINANCIAL_CONTRACT

RMI_STG_230_FINANCIAL_CONTRACT_ISSUE

RMI_STG_230_FINANCIAL_EXPOSURE

RMI_STG_230_GL_ACCOUNT

RMI_STG_230_OPTION_INSTRUMENT

RMI_STG_230_OPTION_SCHEDULE

RMI_STG_230_QUOTE_FX

RMI_STG_230_QUOTE_INDEX

RMI_STG_230_QUOTE_IR

RMI_STG_230_QUOTE_VOLATILITY

RMI_STG_230_RF_CURVE_X_RF_GROUP

RMI_STG_230_RISK_DRIVER

RMI_STG_230_RISK_DRIVER_X_FIN_CONTR

RMI_STG_230_RISK_FACTOR

RMI_STG_230_RISK_FACTOR_CURVE

RMI_STG_230_RISK_FACTOR_GROUP

RMI_STG_230_RISK_FACTOR_X_RISK_FCTR_CURVE

RMI_STG_230_SWAP_INSTRUMENT

ii. If you already have existing RMI21.M1 ETL jobs, then import the rmi_etl_bridge_m1_hf8.spk file from <SASHOME>/SASRiskManagementForInsuranceMidTier/2.1/ETL folder as explained below.

Note: If RMI21.M1 ETL is not existing then first import rmi_etl_bridge.spk from the same location.

1. Login to SAS DI Studio as the Administrator (sasadm) user

2. Click on the Folders tab

3. Navigate to the folder Products

4. Right-click on the Products folder and select Import SAS Package from the menu

5. Browse to /SASRiskManagementForInsuranceMidTier/2.1/ETL and select the rmi_etl_bridge_m1_hf8.spk file.

6. Select the radio button for All Objects and click Next.

7. Select the objects to Import and click Next

8. Click Next on ‘Add metadata connections’ Screen

9. Select the target libraries that correspond to original libraries. Click Next

10. Select the target tables that correspond to original tables. Click Next.

11. Ensure that you have the correct mappings for the SAS Application Servers. Click Next.

12. Review the Summary information and click Next.

13. The next screen should show that the import was completed. Click the View Log button and scan the log for any errors. If the import was successful, you should see a message such as "The import process completed successfully" in the log

14. Click Ok and then Finish.

If required, selectively import metadata from the backup SPK (refer to Step 1) for only those QRTs that were customized earlier and are not delivered in the hot fix.

Follow the steps below to regenerate the Solution Data Mart (SDM):

Locate the create_solution_data_mart.sas file in your install: in a typical install, the macro resides under SASHOME/rmicomnsvr/sasmisc/solution_data_mart
Open the create_solution_data_mart.sas file in a BASE SAS session on the installation server (where the SAS code resides)
Scroll to the bottom of the macro file and comment out the following line:

%create_solution_data_mart(
soln_data_mart_dir=&sysparm,
fca_c_lib_nm=FINCAD_Suite_32_2011,
fea_c_lib_nm=intrlib,
run_tps_fincad_flag=N,
run_tps_fea_flag=N );

Compile the macro in the SAS session by clicking the Submit button on the menu
After successful compilation, execute the following macro below:

%create_solution_data_mart(soln_data_mart_dir=<complete path to indata directory in your install>);

Example of indata path: <CONFIGDIR>/AppData/SASRiskManagementForInsurance/2.1/indata

Check the SAS log for successful execution of the preceding macro.

In addition, complete the following to recreate any shared entity data marts and user directories.
Delete all user folders found in
<SASCONFIG>/Lev1/AppData/SASRiskManagementForInsurance/2.1/data/userdata
Login to Risk Management for Insurance 2.1
Select File > Select Entity, choose an entity from the list, and click OK.
Re-create the shared data mart for that entity.

Select File > Manage Shared Data Mart from the menu and click Delete, then click Create in the same Manage Shared Data Mart window.

Repeat steps 8 and 9 for each Entity

The following steps update a loading mapping configuration:

To load sample data in to the private SAS Risk Reporting Repositories:

Execute the following code in SAS to create sample data with the appropriate information for your installation:

For example:

options metauser="<username>" metapass="<Password>"
metaserver="<server_name>" metaport=<port_number> metarepository="Foundation";
%rmiinit; %rmi_batch_create_rrr_sample_data(ENTITY=MAIN,USERNAME=<username>,SCOPE=P);

G54003 for SAS Risk Reporting Repository 1.4_M1

Data model changes have been made to the SAS Risk Reporting Repository. You must update the structures of the private RRR location and Shared location.

There are different ways in which to apply the new structure. Please select one of the following methods that is applicable to your installation(s).

NB: In this release of the SAS Risk Reporting Repository previously marked deprecated tables and/or columns have been removed from the model. The files for these structures may still exist on your installation due to the delivery mechanism; however, code has been added to ignore the pre-existing files when necessary.

NB: If the post-installation tasks for F12006 have been applied, the structures of the Private locations will be automatically updated with the latest reportmart structure for the F12008 post-installation tasks and the subsequent methods are not necessary for applying the data model changes to private RRR locations. The following methods can be applied to both the private and shared locations depending on the state of your installation.

1. Updating via the provided sample data:

If a given reportmart location has not been updated by another process, creating the shipped reportmart sample data in a given location will install the data model changes.

The shipped sample data scripts already contain the updates in the RRR data model/formats. If you would like to utilize the shipped RMI sample data for the RRR without maintaining existing data, create the RRR sample data using the following steps.

Note: The sample data creation script does not depend on the version of the original RRR that is being overwritten. This script will overwrite the existing data and data model. For example, if you are have the RRR 14 m1 version of the RRR and are installing the fifth RRR hotfix, by creating the shipped sample data you do not need to install the "sample data for the previous hotfix". The shipped sample data is a snapshot of the given version.

Submit the following code with your installation specific information. (Note: This has changed from previous releases as you are now required to submit the rmiinit; prior to submitting the batch program.)

options metauser="<username>" metapass="<password>" metaserver="<server_name>" metaport=<port_number> metarepository="Foundation";

%rmiinit;
%rmi_batch_create_rrr_sample_data(ENTITY=MAIN,USERNAME=<username>,SCOPE=P);

* If you need to install the reportmart sample data to the Global RRR with the sample data script, you must submit the following code with the additional information and changes:

%let rrr_user=<username>;
%let rrr_password=<Password>;

options metauser="<username>" metapass="<password>" metaserver="<server_name>" metaport=<port_number> metarepository="Foundation";
%rmiinit;
%rmi_batch_create_rrr_sample_data(ENTITY=MAIN,USERNAME=<username>,SCOPE=S);

NOTE: It is not recommended that you use this process on the Global RRR unless you are absolutely certain of your specific installation needs. The script, as shown above, deletes the Global RRR and replaces the location with the new version of the RRR with the shipped sample data ONLY. All data in the Global location will be lost using this process.

2. Updating an existing install with alter/migration scripts:

If you have existing data in your reportmart and wish to only apply the data model changes, execute the specific alter scripts for your given installations:

A. If the reportmart is the RRR14m1 version: execute %run_rrr14m1_to_rrr14m1hf5. Follow the instructions to execute this alter script in the PDF document m1rrr14_to_m1rrr14hf5_instructions.pdf that has been delivered with the alter scripts. These files will be typically located in the following directory:

Win:

<SASHOME>\SASFoundation\9.2\rskrptmrtvrt\sasmisc\alterscripts\hotfix_5\m1_to_hotfix5

Unix:

<SASHOME>/SASFoundation/9.2/misc/rskrptmrtvrt/alterscripts/hotfix_5/m1_to_hotfix5

B. If the reportmart is the RRR14m1hf1 version: execute %run_rrr14m1hf1_to_rrr14m1hf5. Follow the instructions to execute this alter script in the PDF document m1rrr14hf1_to_m1rrr14hf5_instructions.pdf that has been delivered with the alter scripts. These files will be typically located in the following directory:

Win:

<SASHOME>\SASFoundation\9.2\rskrptmrtvrt\sasmisc\alterscripts\hotfix_5\hotfix1_to_hotfix5

Unix:

<SASHOME>/SASFoundation/9.2/misc/rskrptmrtvrt/alterscripts/hotfix_5/hotfix1_to_hotfix5

C. If the reportmart is the RRR14m1hf2 version: execute %run_rrr14m1hf2_to_rrr14m1hf5. Follow the instructions to execute this alter script in the PDF document m1rrr14hf2_to_m1rrr14hf5_instructions.pdf that has been delivered with the alter scripts. These files will be typically located in the following directory:

Win:

<SASHOME>\SASFoundation\9.2\rskrptmrtvrt\sasmisc\alterscripts\hotfix_5\hotfix2_to_hotfix5

Unix:

<SASHOME>/SASFoundation/9.2/misc/rskrptmrtvrt/alterscripts/hotfix_5/hotfix2_to_hotfix5

D. If the reportmart is the RRR14m1hf3 version: execute %run_rrr14m1hf3_to_rrr14m1hf5. Follow the instructions to execute this alter script in the PDF document m1rrr14hf3_to_m1rrr14hf5_instructions.pdf that has been delivered with the alter scripts. These files will be typically located in the following directory:

Win:

<SASHOME>\SASFoundation\9.2\rskrptmrtvrt\sasmisc\alterscripts\hotfix_5\hotfix3_to_hotfix5

Unix:

<SASHOME>/SASFoundation/9.2/misc/rskrptmrtvrt/alterscripts/hotfix_5/hotfix3_to_hotfix5

E. If the reportmart is the RRR14m1hf4 version: execute %run_rrr14m1hf4_to_rrr14m1hf5. Follow the instructions to execute this alter script in the PDF document m1rrr14hf4_to_m1rrr14hf5_instructions.pdf that has been delivered with the alter scripts. These files will be typically located in the following directory:

Win:

<SASHOME>\SASFoundation\9.2\rskrptmrtvrt\sasmisc\alterscripts\hotfix_5\

Unix:

<SASHOME>/SASFoundation/9.2/misc/rskrptmrtvrt/alterscripts/hotfix_5/

3. Installing a new reportmart using the ddls/createrrr.sas script:

If you would like to create a new RRR with the new data model, follow the instructions for installing a clear RRR in the Installing and Configuring the SAS Risk Reporting Repository section in the SAS Risk Reporting Repository 1.4 Reference Guide, Second Edition.

F92005 for SAS Underwriting Risk Management for Life Insurance Server 2.1_M1

NONE

F91004 for SAS Underwriting Risk Management for P&C Insurance Server 2.1_M1

NONE

G61003 for SAS Risk Management for Insurance Mid-Tier 2.1_M1

Re-build and Re-deploy Web Application

Proceed to Step 3-C: Copy files into the application's deployed ear file if HF7 has already been installed, otherwise start with Step 1: Re-build Web Application.

This hot fix requires that the WebApp be rebuilt and redeployed. Use the following steps to perform this post-installation task:

Step 1: Re-build Web Application

In order for this step to execute correctly, the Metadata Server must be running.

1.1 Invoke the SAS Deployment Manager 9.2

From the SASDeploymentManager directory launch config.exe.
SAS Deployment Manager is installed in the following default location:

<SASHOME>/SASDeploymentManager/9.2

1.2 Select a language in the Choose Language box

1.3 Select Rebuild Web Applications

1.4 Select Configuration Directory or Enter the Configuration Directory and Level that needs to be updated

1.5 Specify Connection Information, including the sasadm User ID and Password

1.6 Select Risk Management for Insurance as the Web Application to Rebuild

1.7 Verify the information on the Summary screen and select Start

1.8 Select Finish when the deployment is complete

This process will update the Risk Management for Insurance ear in <SASCONFIGDIR>/Web/Staging.
A backup of the original ear file will be placed in the directory below:

<SASCONFIGDIR>/Web/Staging/Backup

Step 2: Re-deploy Web Applications

Re-deploy the web applications based on the instructions for the web application server you are using.

Step 3: Copy files into the application's deployed ear file

Copy files into your application server’s deployed EAR for SAS Risk Management for Insurance as follows:

A. web.xml

From: <SASHOME>/SASRiskManagementForInsuraceMidTier/2.1/Static/wars/sas.solutions.risk.rmi/WEB-INF/web.xml

To:

sas.solutions.risk.rmi.ear /sas.solutions.risk.rmi.war/WEB-INF/web.xml

B. app-config.xml

From: <SASHOME>/SASRiskManagementForInsuraceMidTier/2.1/Static/wars/sas.solutions.risk.rmi/WEB-INF/spring-config/app-config.xml

To:

sas.solutions.risk.rmi.ear /sas.solutions.risk.rmi.war/WEB-INF/spring-config/app-config.xml

C. rmx-sas-code-bundles.xml

From: <SASHOME>/SASRiskManagementForInsuraceMidTier/2.1/Static/wars/sas.solutions.risk.rmi/WEB-INF/spring-config/rmx-sas-code-bundles.xml

To: sas.solutions.risk.rmi.ear/sas.solutions.risk.rmi.war/WEB-INF/spring-config/rmx-sas-code-bundles.xml

Re-start the application (or the application server) using your application server’s admin console.

Before accessing the web application, empty the Temporary Internet files location on the client machine used to access the web application from. This is a precautionary measure to avoid problems due to caching of older files in the internet browser.

This completes the installation of hot fix F90007 on Windows for x64.