CardDemo - Mainframe Credit Card Management Application

Executive Summary

CardDemo is a comprehensive mainframe application that simulates a credit card management system. Designed specifically to showcase AWS and partner technologies for mainframe migration and modernization scenarios, it provides a realistic environment for testing various modernization approaches including discovery, migration, performance testing, service enablement, and more.

Table of Contents

• Description
• Technologies
• Optional Features
• Installation
• Running Batch Jobs
• Application Details
  • User Functions
  • Admin Functions
  • Application Inventory
  • Application Screens
• Technical Highlights
• Support
• Roadmap
• Contributing
• License
• Project Status

Description

CardDemo is a mainframe application designed to test and showcase AWS and partner technology for mainframe migration and modernization use-cases. It provides a realistic environment for:

• Application discovery and analysis
• Migration assessment and planning
• Modernization strategy development
• Performance testing
• System augmentation
• Service enablement and extraction
• Test creation and automation

The application intentionally incorporates various coding styles and patterns to exercise analysis, transformation, and migration tooling across different mainframe programming paradigms.

Technologies

Core Technologies

• COBOL: Primary programming language
• CICS: Transaction processing
• VSAM (KSDS with AIX): Data storage
• JCL: Batch processing
• RACF: Security
• ASSEMBLER: System-level programming
  • MVSWAIT: Timer control for batch jobs
  • COBDATFT: Date format conversion utility

Optional Technologies

• Db2: Relational database management
• IMS DB: Hierarchical database
• MQ: Message queuing
• JCL Utilities: FTP, TXT2PDF, DB2 LOAD/UNLOAD, IMS DB LOAD/UNLOAD, Internal Reader
• Advanced Data Formats: COMP, COMP-3, Zoned Decimal, Signed, Unsigned
• Additional Dataset Types: VSAM (ESDS/RRDS), GDG, PDS
• Record Formats: VB, FBA, and others
• Complex Copybook Structures: REDEFINES, OCCURS, OCCURS DEPENDING ON

Optional Features

CardDemo includes several optional modules that extend the base functionality:

1. Credit Card Authorizations with IMS, DB2, and MQ

   • Simulate credit card authorization requests using MQ
   • Retrieve customer data from IMS databases
   • Log transactions in DB2 tables
   • Features include:
     • Authorization request processing
     • Pending authorization summary and details
     • Batch purging of expired authorizations
   • More details: Pending Authorization Extension

2. Transaction Type Management with DB2

   • Maintain transaction type reference data in DB2 tables
   • Add, update, or delete transaction types from CICS transactions
   • Manage transaction types through batch jobs
   • Demonstrates DB2 integration patterns including cursors and SQL operations

3. Account Extractions using MQ and VSAM

   • Extract and transmit account data through MQ channels
   • System date inquiry via MQ (CDRD transaction)
   • Account details inquiry via MQ (CDRA transaction)
   • Demonstrates asynchronous processing patterns

4. Additional JCL Utilities

   • FTP integration
   • Text-to-PDF conversion
   • DB2 and IMS DB load/unload operations
   • Internal reader functionality

Installation

Prerequisites

• Mainframe environment with CICS, VSAM, and JCL support
• Optional: DB2, IMS DB, and MQ for extended features
• File transfer capability between local environment and mainframe

Installation Steps

1. Prepare Your Environment

   • Clone this repository to your local development environment
   • Ensure you have appropriate access to your mainframe environment

2. Create Mainframe Datasets

   • Define a High Level Qualifier (HLQ) for your datasets

   • Create the following datasets with the specified formats:

     HLQ	Name	Format	Length
     AWS.M2	CARDDEMO.JCL	FB	80
     AWS.M2	CARDDEMO.PROC	FB	80
     AWS.M2	CARDDEMO.CBL	FB	80
     AWS.M2	CARDDEMO.CPY	FB	80
     AWS.M2	CARDDEMO.BMS	FB	80
     AWS.M2	CARDDEMO.ASM	FB	80
     AWS.M2	CARDDEMO.MACLIB	FB	80

3. Upload Source Code

   • Upload the application source folders from the repository to your mainframe
   • Use $INDFILE or your preferred file transfer tool
   • Ensure proper transfer modes (binary/text) as appropriate

4. Upload Sample Data

   • Transfer the sample data from the main/-/data/EBCDIC/ folder to the mainframe

   • Use binary transfer mode to preserve data integrity

   • Create the following datasets:

     Dataset name	Description	Copybook	Format	Length
     AWS.M2.CARDDEMO.USRSEC.PS	User Security file	CSUSR01Y	FB	80
     AWS.M2.CARDDEMO.ACCTDATA.PS	Account Data	CVACT01Y	FB	300
     AWS.M2.CARDDEMO.CARDDATA.PS	Card Data	CVACT02Y	FB	150
     AWS.M2.CARDDEMO.CUSTDATA.PS	Customer Data	CVCUS01Y	FB	500
     AWS.M2.CARDDEMO.CARDXREF.PS	Customer Account Card Cross reference	CVACT03Y	FB	50
     AWS.M2.CARDDEMO.DALYTRAN.PS.INIT	Transaction database initialization record	CVTRA06Y	FB	350
     AWS.M2.CARDDEMO.DALYTRAN.PS	Transaction data for posting	CVTRA06Y	FB	350
     AWS.M2.CARDDEMO.TRANSACT.VSAM.KSDS	Online transaction data	CVTRA05Y	FB	350
     AWS.M2.CARDDEMO.DISCGRP.PS	Disclosure Groups	CVTRA02Y	FB	50
     AWS.M2.CARDDEMO.TRANCATG.PS	Transaction Category Types	CVTRA04Y	FB	60
     AWS.M2.CARDDEMO.TRANTYPE.PS	Transaction Types	CVTRA03Y	FB	60
     AWS.M2.CARDDEMO.TCATBALF.PS	Transaction Category Balance	CVTRA01Y	FB	50

5. Initialize the Environment

   • Execute the following JCLs in sequence:

     Jobname	Purpose	Optional Module
     DUSRSECJ	Sets up user security VSAM file
     CLOSEFIL	Closes files opened by CICS
     ACCTFILE	Loads Account database using sample data
     CARDFILE	Loads Card database with credit card sample data
     CUSTFILE	Creates customer database
     XREFFILE	Loads Customer Card account cross reference
     CREADB21	Creates CardDemo Db2 database and loads tables	Db2: Transaction Type Mgmt
     TRANFILE	Copies initial Transaction file to VSAM
     TRANEXTR	Extracts TRAN type and category tables from Db2	Db2: Transaction Type Mgmt
     DISCGRP	Copies initial Disclosure Group file to VSAM
     TCATBALF	Copies initial TCATBALF file to VSAM
     TRANCATG	Copies initial transaction category file to VSAM
     TRANTYPE	Copies initial transaction type file to VSAM
     OPENFIL	Makes files available to CICS
     DEFGDGB	Defines GDG Base
     DEFGDGD	Defines GDG Bases added for Db2

6. Compile the Programs

   • Use your standard mainframe compilation procedures
   • Sample JCLs are provided in the samples folder to assist with compilation

7. Configure CICS Resources

   • Option 1 (Preferred): Use the DFHCSDUP JCL with the CSD file in the CSD folder

   • Option 2: Use CEDA transaction to manually define resources:

     DEFINE LIBRARY(COM2DOLL) GROUP(CARDDEMO) DSNAME01(&HLQ..LOADLIB)
     DEF PROGRAM(COCRDLIC) GROUP(CARDDEMO)
     DEF MAPSET(COCRDLI) GROUP(CARDDEMO)
     DEFINE PROGRAM(COSGN00C) GROUP(CARDDEMO) DA(ANY) TRANSID(CC00) DESCRIPTION(LOGIN)
     DEFINE TRANSACTION(CC00) GROUP(CARDDEMO) PROGRAM(COSGN00C) TASKDATAL(ANY)
     

8. Install and Load Resources

   • Install the resources in your CICS region:

     CEDA INSTALL TRANS(CCLI) GROUP(CARDDEMO)
     CEDA INSTALL FILE(CARDDAT) GROUP(CARDDEMO)
     CECI LOAD PROG(COCRDUP)
     CECI LOAD PROG(COCRDUPC)
     

   • Execute NEWCOPY for mapsets and programs:

     CEMT SET PROG(COCRDUP) NEWCOPY
     CEMT SET PROG(COCRDUPC) NEWCOPY
     

Accessing the Application

• Online Functions: Start the CardDemo application using the CC00 transaction
  • Admin access: Use userid ADMIN001 with password PASSWORD
  • User access: Use userid USER0001 with password PASSWORD
• Batch Functions: See the "Running Batch Jobs" section below

Running Batch Jobs

Execute the following JCLs in sequence to run the full batch process:

Jobname	Purpose	Optional Module
CLOSEFIL	Closes files opened by CICS
ACCTFILE	Loads Account database using sample data
CARDFILE	Loads Card database with credit card sample data
XREFFILE	Loads Customer Card account cross reference to VSAM
CUSTFILE	Creates customer database
TRANBKP	Creates Transaction database
TRANEXTR	Extracts latest Db2 data for Transaction types	Db2: Transaction Type Mgmt
TRANCATG	Copies latest transaction category file to VSAM
TRANTYPE	Copies latest transaction type file to VSAM
DISCGRP	Copies initial disclosure Group file to VSAM
TCATBALF	Copies initial TCATBALF file to VSAM
DUSRSECJ	Sets up user security VSAM file
POSTTRAN	Core transaction processing job
INTCALC	Run interest calculations
TRANBKP	Backup Transaction database
COMBTRAN	Combine system transactions with daily ones
CREASTMT	Produce transaction statement
TRANIDX	Define alternate index on transaction file
OPENFIL	Makes files available to CICS
WAITSTEP	Defines a step to wait job for given time
CBPAUP0J	Purge expired authorizations	IMS-DB2-MQ: Pending Authorizations

Application Details

CardDemo is a comprehensive credit card management application built primarily using COBOL. It provides functionality for managing accounts, credit cards, transactions, and bill payments.

User Types

The application supports two user roles:

• Regular Users: Can perform standard card management functions
• Admin Users: Can perform administrative functions like user management

User Functions

The regular user can perform the following functions:

• View and update account information
• Manage credit cards
• View, add, and process transactions
• Generate transaction reports
• Make bill payments
• View pending authorizations (with optional module)

Admin Functions

Admin users can perform the following functions:

• User management (list, add, update, delete)
• Transaction type management (with DB2 optional module)

Application Inventory

Online Components

Transaction	BMS Map	Program	Function	Optional Module	Notes
CC00	COSGN00	COSGN00C	Signon Screen
CM00	COMEN01	COMEN01C	Main Menu
CAVW	COACTVW	COACTVWC	Account View
CAUP	COACTUP	COACTUPC	Account Update
CCLI	COCRDLI	COCRDLIC	Credit Card List
CCDL	COCRDSL	COCRDSLC	Credit Card View
CCUP	COCRDUP	COCRDUPC	Credit Card Update
CT00	COTRN00	COTRN00C	Transaction List
CT01	COTRN01	COTRN01C	Transaction View
CT02	COTRN02	COTRN02C	Transaction Add
CR00	CORPT00	CORPT00C	Transaction Reports
CB00	COBIL00	COBIL00C	Bill Payment
CPVS	COPAU00	COPAUS0C	Pending Authorization Summary	IMS-DB2-MQ: Pending Authorizations	Read IMS and VSAM
CPVD	COPAU01	COPAUS1C	Pending Authorization Details	IMS-DB2-MQ: Pending Authorizations	Update IMS and Insert DB2
CP00		COPAUA0C	Process Authorization Requests	IMS-DB2-MQ: Pending Authorizations	MQ trigger, request and response; Insert and Update to IMS
CA00	COADM01	COADM01C	Admin Menu	Db2: Transaction Type Mgmt
CU00	COUSR00	COUSR00C	List Users
CU01	COUSR01	COUSR01C	Add User
CU02	COUSR02	COUSR02C	Update User
CU03	COUSR03	COUSR03C	Delete User
CTTU	COTRTUP	COTRTUPC	Tran Type add/edit	Db2: Transaction Type Mgmt	Update and insert on Db2
CTLI	COTRTLI	COTRTLIC	Tran Type list/update/delete	Db2: Transaction Type Mgmt	Demonstrates cursor and delete in Db2
CDRD		CODATE01	Inquire System Date via MQ	MQ Integration	Demonstrates MQ request/response pattern
CDRA		COACCT01	Inquire account details via MQ	MQ Integration	Demonstrates MQ request/response pattern

Batch Components

Job	Program	Function	Optional Module
DUSRSECJ	IEBGENER	Initial Load of User security file
DEFGDGB	IDCAMS	Setup GDG Bases
DEFGDGD	IDCAMS	Setup more GDG Bases for Db2
ACCTFILE	IDCAMS	Refresh Account Master
CARDFILE	IDCAMS	Refresh Card Master
CUSTFILE	IDCAMS	Refresh Customer Master
CREADB21	DSNTEP4	Creates CardDemo Db2 database and loads tables	Db2: Transaction Type Mgmt
TRANEXTR	DSNTIAUL	Extracts latest Db2 data for Transaction types	Db2: Transaction Type Mgmt
DISCGRP	IDCAMS	Load Disclosure Group File
TRANFILE	IDCAMS	Load Transaction Master file
TRANCATG	IDCAMS	Load Transaction category types
TRANTYPE	IDCAMS	Load Transaction type file
XREFFILE	IDCAMS	Account, Card and Customer cross reference
CLOSEFIL	IEFBR14	Close VSAM files in CICS
TCATBALF	IDCAMS	Refresh Transaction Category Balance
TRANBKP	IDCAMS	Refresh Transaction Master
POSTTRAN	CBTRN02C	Transaction processing job
TRANIDX	IDCAMS	Define AIX for transaction file
OPENFIL	IEFBR14	Open files in CICS
INTCALC	CBACT04C	Run interest calculations
COMBTRAN	SORT	Combine transaction files
CREASTMT	CBSTM03A	Produce transaction statement
TRANREPT	CBTRN03C	Transaction Report - Submitted from CICS
ESDSRRDS	IDCAMS	Create ESDS and RRDS VSAM files
CBPAUP0J	CBPAUP0C	Purge Expired Authorizations	IMS-DB2-MQ: Pending Authorizations
MNTTRDB2	COBTUPDT	Maintain Transaction type table	Db2: Transaction Type Mgmt
WAITSTEP	COBSWAIT	Wait job for given time

Application Screens

Signon Screen

Main Menu

Note: Option 11 (Pending Authorizations) is only available with the optional Credit Card Authorizations feature. Please refer to the authorization documentation for details.

Admin Menu

Note: Options 5 and 6 will be enabled only if you install the Transaction Type Management with DB2 optional feature (transactions CTTU and CTLI).

Technical Highlights

Component	Domain Features	Technical Features
Base Application	Customer Account Card Transaction Bill Payment Statement/Report	COBOL CICS JCL (Batch) VSAM (KSDS with AIX)
Optional Features	Authorization Fraud Transaction Type (Extension)	DB2 MQ IMS DB JCL Utilities Complex data formats Various dataset types Advanced copybook structures

Support

For questions, issues, or improvement requests, please raise an issue in the repository with detailed information about your concern. The maintainers will respond according to availability.

Roadmap

The following features are planned for upcoming releases:

1. Additional Database Syntax Usage Scenarios

   • DB2 Rewards: Calculate rewards for transactions based on transaction types, categories, and rules
     • Will include stored procedures, functions, and dynamic SQL
   • Hierarchical database: IMS DC implementation

2. Integration Enhancements

   • FTP and SFTP integration
   • Web Service connectivity
   • Exposure of transactions for distributed application integration

Contributing

We welcome contributions and enhancements to this codebase from the mainframe community. To contribute:

1. Fork the repository
2. Create your feature branch
3. Implement your changes with appropriate tests
4. Submit a pull request with a clear description of the changes

Feel free to raise issues, create code, and submit merge requests for enhancements to help build this application as a resource for programmers wanting to understand and modernize their mainframes.

License

This project is intended to be a community resource and is released under the Apache 2.0 license.

Project Status

The CardDemo application has been enhanced with optional features that extend its functionality:

• Credit Card Authorizations with IMS, DB2, and MQ
• Transaction Type Management with DB2
• Account Extractions using MQ and VSAM
• Additional JCL Utilities
• Enhanced Data and Copybook Features

These optional features make CardDemo an even more useful resource for customers looking to modernize their mainframe applications. With modules for DB2, MQ, IMS DB, JCL utilities, and more data formats now available, customers can leverage CardDemo to test a wider array of mainframe migration, refactoring, replatforming, and augmentation scenarios.

Last updated: April 2025