CardDemo -- Mainframe CardDemo Application

Note: This is a forked version of the original AWS Mainframe Modernization CardDemo. For overall application structure, installation instructions, and general usage details, please refer to the original repository. For technical support or feature requests, open an issue in this repository.

This fork adapts and extends the application to explore multiple architectural patterns:

Screen to RPC (VSAM) – AL00
Screen to DB2 – AD00
Screen to RPC with DB2 – AA00

Overview of Variants

Variant	Flow Type	Initial Transaction	Subsequent Transactions Prefix	Screen Prefix	Logic Prefix	Backend	Notes
AL00	Screen → RPC	`AL00`	`ALSX`	`COxxxxxS`	`COxxxxxL`	VSAM (RPC)	Standard CICS-to-RPC flow using VSAM. RPC logic handles persistence.
AD00	Screen → DB2	`AD00`	`ADSX`	`COxxxxxD`	(None)	DB2 (Direct)	CICS programs directly access DB2, no RPC layer. User Menu Option 8 now open (wizard-style 3 screens + lookups).
AA00	Screen → RPC (with DB2)	`AA00`	`AASX`	`COxxxxxU`	`COxxxxxA`	DB2 (via RPC)	RPC layer integrates with DB2. User Menu Options 11–12 demonstrate chained DB2 RPC flows.

Current Status

✅ Admin Menu: All options functional
✅ User Menu:
- Options 01–05: Functional in all variants
- Option 08: AD00 only (DB2 direct / wizard-style)
- Option 11: AA00 only — Inquiry chain (Screen → RPC/DB2)
  - Customer Inquiry: COACCSTU (screen) → COCUSTMA (RPC DB2) → COACTADA (RPC DB2) → COCCARDA (RPC DB2) → COTRANSA (RPC DB2)
- Option 12: AA00 only — Account + nested Customer Creation
  - AASC — Account creation (screen COACTADU → RPC COACTADA)
    - Inside AASC, AASD is invoked for Customer creation (screen COCUSTADU → RPC COCUSTADA)
    - Ensures every new account automatically creates its primary customer as part of the same transactional flow
⚠️ COACTUPS / COACTUPU implement View/Update via RPC-to-RPC
⚠️ Note: The RPC chain programs temporarily expose the COMMAREA in the CICS region to allow inspection of available API data during execution. This is necessary because the data is too large for a single screen, and RPCs must remain stateless and not return to a different screen.

Program & Dataset Structure

Program Type	Naming Convention	Folder/Location	Description
Screens	`COxxxxxS`	`cbl-src`	CICS screen logic
RPC (VSAM)	`COxxxxxL`	`cbl-rpc`	Business logic using VSAM
DB2 Direct	`COxxxxxD`	`cbl-db2`	Programs that access DB2 directly
Screens (DB2)	`COxxxxxU`	`cbl-src-db2`	CICS screens that call DB2-enabled RPC programs
RPC (DB2)	`COxxxxxA`	`cbl-rpc-db2`	RPC programs using DB2
Copybooks	-	`app/cpy`	all copybooks remain under `app/cpy`
Copy BMS	-	`app/cpy-bms`	BMS copybook definitions (mapset copybooks)
BMS Mapsets	-	`app/bms`	BMS mapset macros

DB2 Schema

All DB2 tables are defined under the schema: ALAINL in the programs, these must be changed to <your-schema>

Source Location

COBOL source code (screen, RPC, DB2) is organized by function in:
- cbl-src
- cbl-rpc
- cbl-db2
- cbl-src-db2
- cbl-rpc-db2
Copybooks remain under:
- app/cpy
- app/cpy-bms (BMS copybook definitions)
- app/bms (BMS mapsets)

DB2 Environment Setup

Prerequisites

To run the DB2 variants (AD00 and AA00), you need to establish a proper DB2 environment. The following setup is required:

DB2 Configuration Steps

Create DB2 Entry: Create a DB2ENTRY in your CICS region with the same name as your schema (ALAINL)
Thread Limit: Set the thread limit to at least 50 to ensure adequate connection pooling
CICS Resource Definitions: Use CEDA to define and install:
- All PROGRAMS for the respective variants
- Compile the CSUTLDPL date utility
- All TRANSACTIONS
- All MAPSETs related to User Menu option 8, 11 and 12
- DB2TRANSACTION pointing to your DB2ENTRY
- Important: Due to the pseudoconversational nature of the application, previous transactions (such as Signon, UserMenu, or AdminMenu) may retain control even after transferring control to subsequent programs. This can persist until a transaction change occurs. To prevent DB2 authorization issues, create DB2TRANSACTION definitions for all transactions in the flow, not just the DB2-accessing programs.
- Ensure resources are installed under your CICS group
- After compiling the programs, REBIND the associated DB2 packages
- NEWCOPY all modified program objects in CICS

Database Schema Creation

The following SQL script creates the complete database schema for the CardDemo application:

-- =================================================================
-- CUSTOMIZED CREDIT CARD DATABASE SCHEMA
-- Replace <your-schema> with your actual schema name
-- Replace <your-DB-name> with your actual database name
-- =================================================================

-- =================================================================
-- 1. CARDDAT - Credit Card Master Table
-- =================================================================
CREATE TABLE <your-schema>.CARDDAT (
    CARD_NUM               CHAR(16) NOT NULL,
    CARD_ACCT_ID           DECIMAL(11,0) NOT NULL,
    CARD_ACTIVE_STATUS     CHAR(1) NOT NULL,
    CARD_CVV_CD            DECIMAL(3,0),
    CARD_EMBOSSED_NAME     CHAR(50),
    CARD_EXPIRY_DATE       DATE,
    CARD_CREAT_DATE        DATE,
    CARD_CREAT_TIME        TIME,
    CARD_CREAT_USER        CHAR(10),
    CARD_UPDATE_DATE       DATE,
    CARD_UPDATE_TIME       TIME,
    CARD_UPDATE_USER       CHAR(10),

    CONSTRAINT PK_CARDDAT PRIMARY KEY (CARD_NUM)
) IN DATABASE <your-DB-name>;
GRANT SELECT ON <your-schema>.CARDDAT TO PUBLIC;

-- =================================================================
-- 2. ACCTDAT - Account Master Table (RECLN 300)
-- Based on ACCOUNT-RECORD copybook
-- =================================================================
CREATE TABLE <your-schema>.ACCTDAT (
    ACCT_ID                DECIMAL(11,0) NOT NULL,        -- PIC 9(11)
    ACCT_ACTIVE_STATUS     CHAR(1) NOT NULL,              -- PIC X(01)
    ACCT_CURR_BAL          DECIMAL(12,2),                 -- PIC S9(10)V99
    ACCT_CREDIT_LIMIT      DECIMAL(12,2),                 -- PIC S9(10)V99
    ACCT_CASH_CREDIT_LIMIT DECIMAL(12,2),                 -- PIC S9(10)V99
    ACCT_OPEN_DATE         CHAR(10),                      -- PIC X(10)
    ACCT_EXPIRAION_DATE    CHAR(10),                      -- PIC X(10)
    ACCT_REISSUE_DATE      CHAR(10),                      -- PIC X(10)
    ACCT_CURR_CYC_CREDIT   DECIMAL(12,2),                 -- PIC S9(10)V99
    ACCT_CURR_CYC_DEBIT    DECIMAL(12,2),                 -- PIC S9(10)V99
    ACCT_ADDR_ZIP          CHAR(10),                      -- PIC X(10)
    ACCT_GROUP_ID          CHAR(10),                      -- PIC X(10)

    CONSTRAINT PK_ACCTDAT PRIMARY KEY (ACCT_ID)
) IN DATABASE <your-DB-name>;

-- =================================================================
-- 3. CUSTDAT - Customer Master Table (RECLN 500)
-- Based on CUSTOMER-RECORD copybook
-- =================================================================
CREATE TABLE <your-schema>.CUSTDAT (
    CUST_ID                     DECIMAL(9,0) NOT NULL,    -- PIC 9(09)
    CUST_FIRST_NAME             CHAR(25),                 -- PIC X(25)
    CUST_MIDDLE_NAME            CHAR(25),                 -- PIC X(25)
    CUST_LAST_NAME              CHAR(25),                 -- PIC X(25)
    CUST_ADDR_LINE_1            CHAR(50),                 -- PIC X(50)
    CUST_ADDR_LINE_2            CHAR(50),                 -- PIC X(50)
    CUST_ADDR_LINE_3            CHAR(50),                 -- PIC X(50)
    CUST_ADDR_STATE_CD          CHAR(2),                  -- PIC X(02)
    CUST_ADDR_COUNTRY_CD        CHAR(3),                  -- PIC X(03)
    CUST_ADDR_ZIP               CHAR(10),                 -- PIC X(10)
    CUST_PHONE_NUM_1            CHAR(15),                 -- PIC X(15)
    CUST_PHONE_NUM_2            CHAR(15),                 -- PIC X(15)
    CUST_SSN                    DECIMAL(9,0),             -- PIC 9(09)
    CUST_GOVT_ISSUED_ID         CHAR(20),                 -- PIC X(20)
    CUST_DOB_YYYY_MM_DD         CHAR(10),                 -- PIC X(10)
    CUST_EFT_ACCOUNT_ID         CHAR(10),                 -- PIC X(10)
    CUST_PRI_CARD_HOLDER_IND    CHAR(1),                  -- PIC X(01)
    CUST_FICO_CREDIT_SCORE      DECIMAL(3,0),             -- PIC 9(03)

    CONSTRAINT PK_CUSTDAT PRIMARY KEY (CUST_ID)
) IN DATABASE <your-DB-name>;

-- =================================================================
-- 4. CXACAIX - Card Cross Reference Table (Account to Customer)
-- =================================================================
CREATE TABLE <your-schema>.CXACAIX (
    XREF_ACCT_ID           DECIMAL(11,0) NOT NULL,
    XREF_CARD_NUM          CHAR(16) NOT NULL,
    XREF_CUST_ID           DECIMAL(9,0) NOT NULL,

    CONSTRAINT PK_CXACAIX PRIMARY KEY (XREF_ACCT_ID, XREF_CARD_NUM)
) IN DATABASE <your-DB-name>;

-- =================================================================
-- 5. TRANSACT - Transaction Master Table
-- =================================================================
CREATE TABLE <your-schema>.TRANSACT (
    TRAN_ID                CHAR(16) NOT NULL,
    TRAN_TYPE_CD           CHAR(2) NOT NULL,
    TRAN_CAT_CD            DECIMAL(4,0),
    TRAN_SOURCE            CHAR(10),
    TRAN_DESC              CHAR(50),
    TRAN_AMT               DECIMAL(12,2),
    TRAN_MERCHANT_ID       DECIMAL(9,0),
    TRAN_MERCHANT_NAME     CHAR(50),
    TRAN_MERCHANT_CITY     CHAR(50),
    TRAN_MERCHANT_ZIP      CHAR(10),
    TRAN_CARD_NUM          CHAR(16),
    TRAN_ORIG_TS           CHAR(26),
    TRAN_PROC_TS           CHAR(26),

    CONSTRAINT PK_TRANSACT PRIMARY KEY (TRAN_ID)
) IN DATABASE <your-DB-name>;

-- =================================================================
-- Create Indexes for Performance
-- =================================================================

-- CARDDAT indexes
CREATE INDEX <your-schema>.IDX_CARDDAT_ACCT 
    ON <your-schema>.CARDDAT (CARD_ACCT_ID);

CREATE INDEX <your-schema>.IDX_CARDDAT_STATUS 
    ON <your-schema>.CARDDAT (CARD_ACTIVE_STATUS);

-- ACCTDAT indexes  
CREATE INDEX <your-schema>.IDX_ACCTDAT_STATUS 
    ON <your-schema>.ACCTDAT (ACCT_ACTIVE_STATUS);

-- CUSTDAT indexes
CREATE INDEX <your-schema>.IDX_CUSTDAT_SSN 
    ON <your-schema>.CUSTDAT (CUST_SSN);

CREATE INDEX <your-schema>.IDX_CUSTDAT_LASTNAME 
    ON <your-schema>.CUSTDAT (CUST_LAST_NAME);

-- CXACAIX indexes
CREATE INDEX <your-schema>.IDX_CXACAIX_CUST 
    ON <your-schema>.CXACAIX (XREF_CUST_ID);

CREATE INDEX <your-schema>.IDX_CXACAIX_CARD 
    ON <your-schema>.CXACAIX (XREF_CARD_NUM);

-- TRANSACT indexes
CREATE INDEX <your-schema>.IDX_TRANSACT_CARD 
    ON <your-schema>.TRANSACT (TRAN_CARD_NUM);

CREATE INDEX <your-schema>.IDX_TRANSACT_CAT 
    ON <your-schema>.TRANSACT (TRAN_CAT_CD);

CREATE INDEX <your-schema>.IDX_TRANSACT_MERCHANT 
    ON <your-schema>.TRANSACT (TRAN_MERCHANT_ID);

CREATE INDEX <your-schema>.IDX_TRANSACT_ORIG_TS 
    ON <your-schema>.TRANSACT (TRAN_ORIG_TS);

CREATE INDEX <your-schema>.IDX_TRANSACT_PROC_TS 
    ON <your-schema>.TRANSACT (TRAN_PROC_TS);

CREATE INDEX <your-schema>.IDX_TRANSACT_TYPE 
    ON <your-schema>.TRANSACT (TRAN_TYPE_CD);

-- =================================================================
-- Add Table Comments
-- =================================================================
COMMENT ON TABLE <your-schema>.CARDDAT IS 'Credit Card Master Data';
COMMENT ON TABLE <your-schema>.ACCTDAT IS 'Account Master Data - RECLN 300';  
COMMENT ON TABLE <your-schema>.CUSTDAT IS 'Customer Master Data - RECLN 500';
COMMENT ON TABLE <your-schema>.CXACAIX IS 'Card/Account/Customer Cross Reference';
COMMENT ON TABLE <your-schema>.TRANSACT IS 'Transaction Master Data';

-- =================================================================
-- Grant Privileges
-- =================================================================
GRANT SELECT, INSERT, UPDATE, DELETE ON <your-schema>.CARDDAT TO PUBLIC;
GRANT SELECT, INSERT, UPDATE, DELETE ON <your-schema>.ACCTDAT TO PUBLIC;
GRANT SELECT, INSERT, UPDATE, DELETE ON <your-schema>.CUSTDAT TO PUBLIC;
GRANT SELECT, INSERT, UPDATE, DELETE ON <your-schema>.CXACAIX TO PUBLIC;
GRANT SELECT, INSERT, UPDATE, DELETE ON <your-schema>.TRANSACT TO PUBLIC;

-- =================================================================
-- Sample Test Data - Individual INSERT statements
-- Based on actual copybook field definitions
-- =================================================================

-- Customer data - individual inserts
INSERT INTO <your-schema>.CUSTDAT VALUES 
    (000000001, 'JOHN', 'Q', 'DOE', '123 MAIN ST', '', 'ANYTOWN', 'NY', 'USA', '12345', '(555)123-4567', '', 123456789, 'DL123456', '1980-01-15', 'EFT001', 'Y', 750);

INSERT INTO <your-schema>.CUSTDAT VALUES 
    (000000002, 'JANE', '', 'SMITH', '456 OAK AVE', 'APT 2B', 'SOMEWHERE', 'CA', 'USA', '54321', '(555)987-6543', '', 234567890, 'DL234567', '1975-06-20', 'EFT002', 'Y', 680);

INSERT INTO <your-schema>.CUSTDAT VALUES 
    (000000003, 'BOB', 'R', 'JOHNSON', '789 PINE RD', '', 'ELSEWHERE', 'TX', 'USA', '67890', '(555)456-7890', '', 345678901, 'DL345678', '1990-12-05', 'EFT003', 'Y', 720);


-- Account data - individual inserts
INSERT INTO <your-schema>.ACCTDAT VALUES 
    (00000000001, 'Y', 1500.00, 5000.00, 1000.00, '2020-01-15', '2025-01-15', '2023-01-15', 500.00, 300.00, '12345', 'GOLD');

INSERT INTO <your-schema>.ACCTDAT VALUES 
    (00000000002, 'Y', -250.75, 3000.00, 500.00, '2019-06-20', '2024-06-20', '2022-06-20', 200.00, 450.75, '54321', 'SILVER');

INSERT INTO <your-schema>.ACCTDAT VALUES 
    (00000000012, 'Y', 1200.00, 4000.00, 800.00, '2021-03-15', '2026-03-15', '2023-03-15', 150.00, 50.00, '54321', 'PLATINUM');

INSERT INTO <your-schema>.ACCTDAT VALUES 
    (00000000022, 'Y', 950.00, 3500.00, 600.00, '2022-07-10', '2027-07-10', '2024-07-10', 300.00, 100.00, '54321', 'DIAMOND');

INSERT INTO <your-schema>.ACCTDAT VALUES 
    (00000000003, 'N', 0.00, 2000.00, 200.00, '2021-12-05', '2026-12-05', '2024-12-05', 0.00, 0.00, '67890', 'BRONZE');


-- Card data - individual inserts
INSERT INTO <your-schema>.CARDDAT VALUES 
    ('4444000000000001', 00000000001, 'Y', 123, 'JOHN Q DOE', '2025-12-31', CURRENT_DATE, CURRENT_TIME, 'ADMIN', NULL, NULL, NULL);

INSERT INTO <your-schema>.CARDDAT VALUES 
    ('4444000000000002', 00000000002, 'Y', 456, 'JANE SMITH', '2026-06-30', CURRENT_DATE, CURRENT_TIME, 'ADMIN', NULL, NULL, NULL);

INSERT INTO <your-schema>.CARDDAT VALUES 
    ('4444000000000032', 00000000012, 'Y', 789, 'JANE SMITH', '2027-06-30', CURRENT_DATE, CURRENT_TIME, 'ADMIN', NULL, NULL, NULL);

INSERT INTO <your-schema>.CARDDAT VALUES 
    ('4444000000000042', 00000000022, 'Y', 234, 'JANE SMITH', '2028-06-30', CURRENT_DATE, CURRENT_TIME, 'ADMIN', NULL, NULL, NULL);

INSERT INTO <your-schema>.CARDDAT VALUES 
    ('4444000000000003', 00000000003, 'N', 789, 'BOB R JOHNSON', '2024-03-31', CURRENT_DATE, CURRENT_TIME, 'ADMIN', NULL, NULL, NULL);


-- Cross-reference data - individual inserts
INSERT INTO <your-schema>.CXACAIX VALUES 
    (00000000001, '4444000000000001', 000000001);

-- Jane's cards linked to Jane
INSERT INTO <your-schema>.CXACAIX VALUES 
    (00000000002, '4444000000000002', 000000002);

INSERT INTO <your-schema>.CXACAIX VALUES 
    (00000000012, '4444000000000032', 000000002);

INSERT INTO <your-schema>.CXACAIX VALUES 
    (00000000022, '4444000000000042', 000000002);

INSERT INTO <your-schema>.CXACAIX VALUES 
    (00000000003, '4444000000000003', 000000003);

-- Transaction data - sample inserts (10 essential transactions)

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000001', 'DB', 5411, 'POS', 'GROCERY STORE PURCHASE', -125.50, 123456789, 'SUPERMART FOODS', 'NEW YORK', '10001', '4444000000000002', '2024-01-15-10.30.45.123456', '2024-01-15-10.30.47.567890');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000002', 'DB', 5812, 'POS', 'RESTAURANT DINING', -75.25, 987654321, 'BISTRO DOWNTOWN', 'LOS ANGELES', '90210', '4444000000000002', '2024-01-16-12.45.30.234567', '2024-01-16-12.45.32.678901');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000003', 'DB', 5541, 'POS', 'GAS STATION FUEL', -55.89, 555666777, 'SHELL STATION', 'CHICAGO', '60601', '4444000000000002', '2024-01-17-14.20.15.345678', '2024-01-17-14.20.17.789012');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000004', 'CR', 0, 'PAYMENT', 'PAYMENT RECEIVED', 500.00, 999888777, 'ONLINE PAYMENT SYSTEM', 'VIRTUAL', '00000', '4444000000000002', '2024-01-18-09.30.10.567890', '2024-01-18-09.30.12.901234');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000005', 'CR', 0, 'TRANSFER', 'BANK TRANSFER CREDIT', 750.00, 888777666, 'FIRST NATIONAL BANK', 'ATLANTA', '30301', '4444000000000002', '2024-01-19-14.20.30.123456', '2024-01-19-14.20.32.567890');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000006', 'DB', 5311, 'POS', 'DEPARTMENT STORE PURCHASE', -189.99, 111222333, 'MACYS FLAGSHIP', 'MIAMI', '33101', '4444000000000002', '2024-01-20-16.15.20.456789', '2024-01-20-16.15.22.890123');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000007', 'AU', 4900, 'ATM', 'AUTHORIZATION HOLD', -200.00, 555666777, 'FIRST NATIONAL BANK', 'CHICAGO', '60601', '4444000000000002', '2024-01-21-15.45.20.234567', '2024-01-21-15.45.22.678901');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000008', 'AU', 5541, 'POS', 'GAS AUTHORIZATION', -80.00, 555666777, 'SHELL STATION', 'CHICAGO', '60601', '4444000000000002', '2024-01-22-16.20.10.345678', '2024-01-22-16.20.12.789012');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000009', 'VO', 5812, 'POS', 'RESTAURANT VOID', 0.00, 987654321, 'BISTRO DOWNTOWN', 'LOS ANGELES', '90210', '4444000000000002', '2024-01-23-19.15.30.567890', '2024-01-23-19.15.32.901234');

INSERT INTO <your-schema>.TRANSACT VALUES 
    ('0000000000000010', 'VO', 7011, 'ONLINE', 'HOTEL VOID', 0.00, 987123456, 'MARRIOTT HOTEL', 'PORTLAND', '97201', '4444000000000002', '2024-01-24-10.45.15.678901', '2024-01-24-10.45.17.012345');

GRANT ALL ON <your-schema>.CARDDAT TO PUBLIC;
GRANT ALL ON <your-schema>.ACCTDAT TO PUBLIC;
GRANT ALL ON <your-schema>.CUSTDAT TO PUBLIC;
GRANT ALL ON <your-schema>.CXACAIX TO PUBLIC;
GRANT ALL ON <your-schema>.TRANSACT TO PUBLIC;
GRANT EXECUTE ON PLAN <your-schema> TO <your-schema>;

Name		Name	Last commit message	Last commit date
Latest commit History 48 Commits
app		app
diagrams		diagrams
samples		samples
CODE_OF_CONDUCT.md		CODE_OF_CONDUCT.md
CONTRIBUTING.md		CONTRIBUTING.md
LICENSE		LICENSE
NOTICE		NOTICE
README.md		README.md

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CardDemo -- Mainframe CardDemo Application

Overview of Variants

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DB2 Schema

Source Location

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Prerequisites

DB2 Configuration Steps

Database Schema Creation

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CardDemo -- Mainframe CardDemo Application

Overview of Variants

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Prerequisites

DB2 Configuration Steps

Database Schema Creation

About

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