Welcome to Octa presentation .

2. Welcome to Octapresentation. What is Octa ? Octa stands for OysterCardTransactionsAnalyser. Shows detailed usages of any Oyster card.

3. Aim • A tool that supports detailed discussion and review of journey history and Pre-Pay charges. • A tool that will assure Pre-Pay values charged. • A tool that can be used by staff with minimal knowledge of Pre-Pay rules. • A tool to cross check “Testing” results with Central System transactions.

4. What it does. 1) Extracts data from Central System (CS) for one card. 2) Analyses each transaction and produces explanations in a comment column. 3) Allows a “Pre-Pay validation engine” to be run & explains validation failures.

5. Design. • Basic functions. • Connects MS Excel to Oracle data base. • Extracts data. • Formats spreadsheet. • Checks & Discards any duplicate transactions. • Uses transaction’s flags to analyse & annotate a comment field for each transaction.

6. Data Extract from Central System. • User specifies Oyster card number and how many days of data to extract. • Octa extracts card transactions from CS extract includes several flags e.g. OSI, CE etc . • Extracts key card characteristics.

7. Display. • Highlights in bold, transactions which occur during the Peak capping band. • Displays card holder details e.g. name & address. • Separates transactions into daily sets. • Highlights any missing transactions. • Checks transaction times are consistent with sequence number.

8. Transaction Analysis. • Octa analyses each card transaction using Pre-Pay rules based on the flags on the transactions. • Identifies TKT , Pre-Pay and Mixed journeys. • Produces explanation of the type of transaction in a comments field.

9. “Pre-Pay validation engine.” • The engine checks the validity of Pre-Pay charged in each transaction. • If engine agrees with data; the comment field is expanded and highlighted in blue. • If engine disagrees with data; the comment is overwritten with what the engine calculated, and is highlighted in bold, red, italics.

10. Pre-Pay Engine Analysis. • Identifies. • Entry, Exit or Boarding. • TKT / Mixed / Pre-Pay journeys. • Complete / Incomplete journeys. • Transfer Discount (TD). • TKT, Pre-Pay Purchases & Auto-Load. • Voids & Adjustments.

11. Pre-Pay Engine Analysis. • Validates. • Zones and whether journey is through Zone 1. • Peak/off peak capping levels. • Special fares. • OSI Stations. • Rail and Bus Fares.

12. Pre-Pay Engine Analysis. • Calculates the expected Pre-Pay amount to be charged for each journey transaction depending on capping scheme, running total and values from a Zonal fares table ( allowing for entry exit charges, OSI, complete & incomplete journeys & transfer discounts). • Uses CS table to determine correct capping values. • Calculates Pre-Pay running total for the day.

13. Pre-Pay Engine Analysis. • Compares Octa-calculated charges to actual charges and adjusts comments colour & content accordingly. • Agreement ( blue ) • Gives warring if an alternative route is cheaper. • Disagreement ( red ) and additional comments.

14. How it works? Double click Octa short cut, which is provided for you on the desk top.

15. Excel will open an instance of Octa.

16. Enter number of traffic days required, default is set to last 10 days. Click Refresh Data button. Select Option button Live, which looks at live transactions i.e. for today's data. Historic looks at historical data up to eight weeks. Enter Prestige ID (Oyster card number) in the text box excluding check digits leading zeros are not required.

17. System will ask for login details for each instance of Excel only once. Enter your Prestige user ID and password. If your data source is different to the default one then enter your data source in text box provided. Click Login or press Enter key.

18. If login was successful, you will see flash picture of Oyster card with a text saying what the system is doing at that time.

19. When program has finished connection to the database and collected data, you will see the transactions.

20. Details of TKT on the Card in 3 slots i.e. Start, Expire, Description and Zonal validity will be displayed to the right of Refresh Data button. Final Balance recorded on the card will be displayed to the right of TKT details. Check box next to Final Balance will sort the slots by date. If unchecked, actual latest data in each slot will be displayed. Abbreviations used in the program display listed to the right of Sort Slots by Date check box.

22. Details of Card if hot-listed, disabled or replaced and amount of auto-load and deposit are displayed to the right of Columns Explanation.

23. Columns explanation Seq means, card transaction sequence number. Date and Time are for traffic day of transaction. Station Name Garage/Route ID displays name of station of transaction or route ID if transaction is bus boarding. Transaction name means transaction description. Device type and ID mean what type of device has been used in transaction and it's Identification number. Zone shows zones of travelled, and can be 1 to 6 or A to D, A means zone 7 and D is zone 10. Z1, if it is set to ‘Y’, indicates that journey was made through zone 1. It only applies on exit transaction.

24. The value of the following 4 columns can be ‘Y’ for Yes, ‘N’ for No and ‘-’ means not applicable. OSI means Out of Station Interchange. CE means Continuation Exit. TD means Transfer Discount applied. PP means Pre-Pay involved.

25. If column Cap has been set to ‘N’ it means that the journey has not been capped, otherwise, it is capped and capping scheme number will be displayed. VRC means Validate Result Code. If it is set to zero that means transaction was Ok. If an error occurred during the transaction, error number will be display in this column and error description will be display in comment column. Full Fare shows complete journey's Full Fare on exit.

27. PrePay Charged means the amount of Pre-Pay has been charged or refunded to the card. PrePay Balance After means what the Pre-Pay balance on the card is after the transaction. PrePay Running Total means the running total of Pre-Pay spend for a traffic day, calculated by this program. In the Comments column, program will display explanation of what these transactions are.

28. If the charge is correct the comment remains blue and be followed by the phrase 'Correctly charged'. If the charge is incorrect the comment will turn red and be followed by the phrase 'Incorrect' with what the charge should be.

29. Following show typical messages.

32. If your user ID does not have proper privilege level, you will not be able to see the card holders details otherwise details are displayed in this tab.

33. Click Search by name if Prestige ID is not known. Click Search by name

35. Enter values required, use % as wildcard either at the start, end or both ends of the entered values. • Click Search Data

37. Double click the row that best matches to your search criteria. • Personal details lookup window will close (but will retain the search result) Prestige ID will place itself in Octa. • Click Refresh Data.

38. Octa usage • Octa is for Internal use only and should not to be sent to the customer. • Octa can save as four formats i.e. as normal Excel (.xls) , templates (.xlt) , Data Interchange Format (.dif) or Prestige Internal format (.xlw). • Use Prestige Internal Format if you want to send extract to someone else within LUL.

39. Any Questions ?? Thank you for your time and attention. Created by B.H 09.06.2008