Project Portfolio
Early Career & Foundation (1970s)
- 1969: Attended Faculty of Medicine of Lisbon.
- 1972: Worked in securities registration for a Lisbon stock exchange broker.
- 1975: Joined Caixa Geral de Depósitos (CGD) as an Administrative for Portuguese State accounts.
Project 1: Value Transfer Control Between Branches
Role: Team Programmer / Analyst
Description: Worked within a team to automate inter-branch fund transfers. Business logic was contained in existing Assembler programs. Following functional specifications, all new programming was executed in COBOL II. Data for magnetic Tapes was prepared by an external company.
Technologies: COBOL II, Assembler, VSAM KSDS, SAM, JCL, TSO.
People: I worked on this one with a programmer and the users. We got the initial idea from another bank and start the adaptation to our reality. In conjunction with the programmer, we reverse engineer the assembler programs, alter as needed and put the thing in production.
Project 2: Employee Management System
Role: Designer & Analyst
Description: Designed a structured data system functioning as an early "database" using a VSAM KSDS. Worked directly with programmers to implement a centralized solution for HR staff record management.
Technologies: VSAM KSDS, SAM, JCL, COBOL II, TSO.
People: I worked on this one with an organic analyst, a team of programmers, a team of users. Everything came from scratch. The direction of employees wanted tv screens, to show people how advanced they are. 3270 was on the early days, the amount of information was too much. There is an option for intermediate computing which I never believed too much. So, we went batch. To refer, in the first run, lots of paper, and lots of errors. So, we introduce the concept of a 4 stages development architecture: 1. Individual test 2. System test 3. Quality Control. 4. Production. And that lasts until 1999.
Project 3: Debit Authorizations for Money Transfers
Role: Developer
Description: Developed a batch system to receive, validate, and process high-volume debit authorizations from corporate clients, received via magnetic tape, before posting to accounts.
Technologies: VSAM KSDS, SAM, JCL, COBOL II, TSO.
People: I worked with 2 programmers. The first one makes a bit mess of it. He doesn't use books for layouts, so in one program it was CHAR in the next one it was Decimal. The second one comes form operator, and he really has done a good job at tapes mounting. In the functional side, I introduce the concept on debt authorizations of a limit. And that was adopted later by all Portuguese banks.
Project 4: Home Savings Accounts
Role: Analyst & Designer (My First Online Project)
Description: Played a key role in launching the bank's first online savings product. Was responsible for specifications and for designing the user interface (BMS grids for 3270 terminals), working directly with the programming team.
Technologies: CICS, COBOL II, BMS 3270, VSAM KSDS, SAM, JCL, TSO.
Project 5: Bank Deposit Management
Role: Developer
Description: Developed a series of LU2 online transactions to streamline and validate the processing of various types of bank deposits from branch terminals.
Technologies: CICS, COBOL II, BMS 3270, VSAM KSDS, TSO.
Project 6: 3270 Value Transfer Control Project
Role: Lead Developer
Description: Led the migration of the entire batch-based "Values in Transit" application (from Project 1) to a modern, online CICS/3270 environment, enabling real-time control and status updates from branch terminals.
Technologies: CICS, COBOL II, BMS 3270, VSAM KSDS, TSO.
Project 7: Customer Management Project
Role: Lead Designer & Programmer (My First DB2 Project)
Description: A major initiative to eliminate severe data duplication. Transformed approximately 12 million customer-account records into a clean DB2 database of about 4 million unique customers. Collaborated with consultants using INSTALL/1. Designed the customer/account relationship models and programmed all LU3 outputs for branch printers and terminals.
Technologies: DB2, CICS (via INSTALL/1), COBOL II, DESIGN/1, VSAM, BMS 3270, LU3, Office Tools.
Project 8: Checks Available at ATMs
Role: Developer
Description: Developed the online system to manage check numbering and inventory, enabling the new service of distributing personalized checkbooks via the bank's ATM network.
Technologies: CICS, COBOL II, DB2, JCL, Office Tools.
Project 9: Corporate Credit Risk Analysis
Role: Developer
Description: Automated the risk assessment process for corporate loans. Developed the system to import financial statements from Excel into DB2 and implemented COBOL II algorithms to perform standardized financial analysis and generate risk scores.
Technologies: CICS, COBOL II, DB2, 3270, Office Tools.
Project 10: Passive Operations Management System
Role: Lead Architect
Description: The pinnacle project: architected a unified, 24/7 clientserver system to manage all passive banking products (current accounts, deposits, savings, forex). Designed a three-tier architecture: 1. Interface Tier (decode LU0 transaction data), 2. Business Logic Tier (COBOL II/CICS), 3. Data Access Tier (dedicated DB2 CRUD modules).
Key Innovation: Designed and maintained a central Application Data Dictionary to ensure consistency and enable comprehensive testing.
Technologies: CICS, COBOL II, DB2, VSAM, HLLAPI, JCL, LU0/LU2, TSO/ISPF.