SAFR Overview for Technical Audiences: 2012

Although this deck was started in 2009, it was the primary tool used in talking about GenevaERS (renamed as the IBM Scalable Architecture for Financial Reporting in 2009) since 2012.

Documentation of its development is contained in the book Balancing Act: A Practical Approach to Business Event Based Insights, available for download from ledgerlearning.com.

V3 Docs: Operations User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 Operations User’s Guide.

Version of 3 of GenevaERS followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces and JCL for the Performance Engine Execution.

Until very recently, most of the program names in the Performance Engine job stream were recognizable from this document. Below is two chapters from the documentation, the major one on the Extract Engine job stream, which included the view selection and logic table build processes, and one explaining the control reports for these programs.

More information about this time is available in Balancing Act: A Practical Approach to Business Event Based Insights, specifically Chapter 12. Types of Computers and Processes and all of Part 5. The Programmer.

V3 Docs: ViewBuilder User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 ViewBuilder User’s Guide.

Version of 3 of GenevaERS was followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces.

Most all of the features in the ViewBuilder have been carried forward in some way to the 2020 version. Thus the below is a selection of the major functions of the CIC screen.

More information about this time is available in Balancing Act: A Practical Approach to Business Event Based Insights, specifically Chapter 12. Types of Computers and Processes and all of Part 5. The Programmer.

V3 Docs: System Administration User’s Guide: 1994

The following is an extract of of the GenevaERS Version 3 System Administration User’s Guide.

Version of 3 of GenevaERS was followed on Version 1, built for the State of Alaska, and Version 2, constructed for various state governments. It was the first commercialized package. It and all the prior versions included CICS interfaces.

In the 2020 version of GenevaERS, many of the administration functions still remained, including creating Logical Records, Field Definitions, Physical Files, and Joins. But there are a number of unique capabilities of Version 3 that were never carried forward, including the ability to define dynamic screens, place records and fields on those screens, define edit processes for values, and create, update, retrieve, or delete (crud) functions against those values.

Thus the below includes a selection of each of the System Administration Guide, giving a sample of these capabilities.

More information about this time is available in Balancing Act: A Practical Approach to Business Event Based Insights, specifically Chapter 12. Types of Computers and Processes and all of Part 5. The Programmer.