IAA- IIW Introduction and Models - IBM
IAA- IIW Introduction and Models - IBM
IAA- IIW Introduction and Models - IBM
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<strong>IAA</strong>- <strong>IIW</strong> <strong>Introduction</strong> <strong>and</strong> <strong>Models</strong><br />
Igor Gonchar<br />
Executive IT Architect<br />
Information Platform <strong>and</strong> Solutions<br />
<strong>IBM</strong> Software Group WW Sales<br />
e-mail: igonchar@us.ibm.com<br />
© 2008 <strong>IBM</strong> Corporation
Agenda<br />
• <strong>Introduction</strong><br />
• What is <strong>IAA</strong>/<strong>IIW</strong>?<br />
• <strong>IAA</strong>/ <strong>IIW</strong> Solution Components<br />
Architecture<br />
Business Requirements<br />
Business Data Model<br />
Data warehouse <strong>and</strong> Data Mart Design <strong>Models</strong><br />
Development Environment <strong>and</strong> Tools<br />
Implementation Roadmap<br />
• <strong>IAA</strong>/<strong>IIW</strong> Demonstration<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
2
40 Original<br />
Companies<br />
•Life<br />
• Health<br />
•P&C<br />
• Reinsurance<br />
• Service Providers<br />
<strong>IBM</strong> Insurance<br />
Projects Experience<br />
<strong>IAA</strong> User Group<br />
Community &<br />
Steering Committee<br />
<strong>IAA</strong> Licencees<br />
(140+ Companies,<br />
20+ ISV’s)<br />
<strong>IIW</strong> Licencees<br />
(50+ Companies)<br />
<strong>IBM</strong> continuous investment in insurance industry solutions, in<br />
partnership with major insurers globally<br />
<strong>IBM</strong> Industry <strong>Models</strong><br />
<strong>and</strong> Assets Lab<br />
<strong>IAA</strong> & <strong>IIW</strong> Editions<br />
Project Commence (1990)<br />
<strong>IAA</strong> Edition 1 (1992)<br />
<strong>IAA</strong> Edition 2 (1993)<br />
<strong>IAA</strong> Edition 3 (1995)<br />
<strong>IAA</strong> Edition 4 (1997)<br />
<strong>IIW</strong> Edition 1 (1998)<br />
<strong>IAA</strong> 2000<br />
<strong>IAA</strong> 2001<br />
<strong>IAA</strong> 2002<br />
<strong>IIW</strong> 2002<br />
<strong>IAA</strong> 2003<br />
<strong>IIW</strong> 2003<br />
<strong>IAA</strong> 2004<br />
<strong>IIW</strong> 2004<br />
<strong>IAA</strong> 2005<br />
<strong>IIW</strong> 2005<br />
<strong>IIW</strong> 2006<br />
<strong>IAA</strong> 7.1<br />
<strong>IIW</strong> 7.1<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
3
What is Insurance Application Architecture (<strong>IAA</strong>)?<br />
• A set of st<strong>and</strong>ards for the insurance<br />
industry<br />
- Common processes<br />
- Common business terms<br />
- Common communications between<br />
applications<br />
- Common application ‘components’<br />
• A blueprint for application & data<br />
warehouse development<br />
• Both business <strong>and</strong> technical models<br />
• The IT equivalent of architectural<br />
drawings <strong>and</strong> st<strong>and</strong>ards<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
4
<strong>IAA</strong>/<strong>IIW</strong> Worldwide License Base as of 2005<br />
Americas<br />
<strong>IAA</strong>/<strong>IIW</strong><br />
70<br />
Europe<br />
<strong>IAA</strong>/<strong>IIW</strong><br />
65<br />
Worldwide Totals<br />
<strong>IAA</strong>/<strong>IIW</strong><br />
185<br />
AP<br />
<strong>IAA</strong>/<strong>IIW</strong><br />
35<br />
Africa<br />
<strong>IAA</strong>/<strong>IIW</strong><br />
5<br />
14 of the World’s 20 Largest Insurers<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
5
<strong>IBM</strong>’s Value Proposition<br />
• Proven insurance industry model<br />
• Business Solution Templates (BSTs) that enable fast deployment of<br />
insurance business applications<br />
• Sound Metadata Management tools<br />
<strong>IIW</strong> Hyperlinks, Rational Data Architect <strong>and</strong> Multi Model Mapper (MMM)<br />
• Performant <strong>and</strong> scalable enterprise-wide DW solution<br />
• Implementation Roadmap <strong>and</strong> Project Management capabilities,<br />
supported by Accelerators <strong>and</strong> Risk Reducers<br />
• Significant cost savings (up to 75% in analysis <strong>and</strong> design)<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
6
Agenda<br />
• <strong>Introduction</strong><br />
• What is <strong>IAA</strong>?<br />
• <strong>IAA</strong>/<strong>IIW</strong> Solution Components<br />
Architecture<br />
Business Requirements<br />
Business Data Model<br />
Data warehouse <strong>and</strong> Data Mart Design <strong>Models</strong><br />
Development Environment <strong>and</strong> Tools<br />
Implementation Roadmap<br />
• <strong>IAA</strong>/<strong>IIW</strong> Demonstration<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
7
<strong>IAA</strong> <strong>and</strong> Assets<br />
<strong>IAA</strong> is a set of inter-related business models describing different aspects of the analysis <strong>and</strong> design<br />
required to support Insurance business.<br />
The models that make up <strong>IAA</strong> can be grouped according to their major purpose.<br />
FOUNDATION MODELS<br />
Enterprise Insurance Concepts Definition<br />
for Communication <strong>and</strong> St<strong>and</strong>ardization<br />
BUSINESS<br />
TERMS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
PROCESS MODELS<br />
Enterprise Insurance Processes<br />
Definition for business process<br />
modelling, simulation, <strong>and</strong> execution<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
DATA<br />
MARTS<br />
DATA MODELS<br />
Insurance data content for an enterprisewide<br />
view of information <strong>and</strong> data<br />
rationalization<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
BOM<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
IDM<br />
PRODUCT<br />
MODEL<br />
SPECIFICATION<br />
FRAMEWORK<br />
SERVICE MODELS<br />
Enterprise Insurance Services Definition for<br />
component based development <strong>and</strong> Service<br />
Oriented Architecture<br />
Product <strong>Models</strong> for accelerating insurance<br />
product design<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
8
Foundation <strong>Models</strong> - Business Terms<br />
• Catalogue of insurance business terms used to define data<br />
requirements.<br />
• Mapped to the business model<br />
• Aliasing BUSINESS to BUSINESS let clients BUSINESS choose the most appropriate terms in their context<br />
TERMS<br />
FOUNDATION MODELS<br />
MODEL<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
9
Foundation <strong>Models</strong> - Business Model (BM)<br />
• Unambiguous definition of business concepts <strong>and</strong> their relationships to insure<br />
communication across different IT projects <strong>and</strong> between the business users <strong>and</strong> the IT.<br />
• Conceptual view of the enterprise data with generic definitions to maximize applicability,<br />
flexibility, <strong>and</strong> reusability<br />
• Available in 2 formats: Entity Relationship form for Data models or UML for Service<br />
models<br />
FOUNDATION MODELS<br />
BUSINESS<br />
TERMS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
BSTs<br />
SERVICE MODELS<br />
ENTERPRISE<br />
MODEL<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
10
Foundation <strong>Models</strong> - Business Activity Model<br />
• Functional decomposition of over 700 business activities.<br />
• Definition based on st<strong>and</strong>ard terms <strong>and</strong> verbs, including activity information requirements<br />
(Business Items).<br />
• Promotes reuse, basis for project scoping.<br />
FOUNDATION MODELS<br />
BUSINESS<br />
TERMS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
11
Process <strong>Models</strong> - Analysis Process Model (APM)<br />
• Over 200 insurance processes describing the flow of reusable business activities<br />
• Enterprise-wide perspective<br />
• Linkage to component services<br />
BUSINESS<br />
TERMS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
Enterprise resources management<br />
Channel management<br />
CRM<br />
Communication management<br />
20 Reinsurance management 4<br />
24 Underwriting 11<br />
16<br />
2<br />
Investment management<br />
Financial transaction<br />
3<br />
Provider management<br />
13<br />
14<br />
Marketing<br />
6<br />
Claim management<br />
32<br />
Product portfolio<br />
management<br />
Customer acquisition<br />
11 22<br />
Financial services<br />
agreement<br />
administration<br />
81<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
12
Service <strong>Models</strong> - Business Object Model (BOM)<br />
• Common reference of business concepts in UML format with<br />
properties <strong>and</strong> relationships<br />
• Common reference of enterprise service c<strong>and</strong>idates with<br />
inputs <strong>and</strong> outputs messages formalized with Business<br />
Model concepts<br />
FOUNDATION MODELS<br />
BUSINESS<br />
TERMS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
13
Service <strong>Models</strong> – Enterprise Component Blueprint (ECB)<br />
BUSINESS<br />
TERMS<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
DATA<br />
MARTS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
BOM<br />
IDM<br />
PRODUCT<br />
MODEL<br />
SPECIFICATION<br />
FRAMEWORK<br />
• Common reference of reusable <strong>and</strong> flexible<br />
business components<br />
• Defines the boundaries of deployable IT<br />
Components<br />
• Describes the components at 2 level of details:<br />
analysis <strong>and</strong> design<br />
• Used for portfolio assessment<br />
IT Component View<br />
Party<br />
Communication<br />
Marketing<br />
Activity<br />
Contract &<br />
Specification<br />
Rating<br />
Underwriting<br />
Rule<br />
Physical<br />
Object<br />
Generic<br />
Agreement<br />
Financial<br />
Services<br />
Agreement<br />
Common<br />
Claim<br />
Provider<br />
Intermediary<br />
Dispute<br />
Resolution<br />
Reinsurance<br />
Activity<br />
Condition<br />
Place<br />
Account<br />
& Fund<br />
Financial<br />
Transaction<br />
Tax<br />
Utility<br />
Components:<br />
• Security<br />
• Task Manager<br />
• Event Scheduler<br />
• Calendar<br />
• Currency<br />
•Diary<br />
• Error H<strong>and</strong>ler<br />
•Help<br />
• Reporting<br />
• Process Mgmt &<br />
Control<br />
Structural Components<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
14
Service <strong>Models</strong> - Interface Design Model (IDM)<br />
IDM takes the analysis contained within BOM into<br />
a design domain, structuring detailed service<br />
definitions <strong>and</strong> collaborations between services to<br />
meet business needs.<br />
BUSINESS<br />
TERMS<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
DATA<br />
MARTS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
BOM<br />
IDM<br />
PRODUCT<br />
MODEL<br />
SPECIFICATION<br />
FRAMEWORK<br />
Components<br />
Exposing services<br />
Transactional or<br />
Structural<br />
Dependencies<br />
Service<br />
Organized per transactional<br />
or structural components<br />
Grouped into an interface<br />
Collaboration between<br />
services<br />
Data<br />
Organized per structural<br />
components<br />
Properties <strong>and</strong> relationships<br />
Message definition<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
15
Service <strong>Models</strong> – Product Model<br />
FOUNDATION MODELS<br />
BUSINESS<br />
TERMS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
BSTs<br />
SERVICE MODELS<br />
ENTERPRISE<br />
MODEL<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
• Representative set of insurance products<br />
described with<br />
Product Structure<br />
Life cycle<br />
Rules <strong>and</strong> calculation<br />
Data Requirement<br />
• Life insurance, property <strong>and</strong> casualty<br />
insurance, <strong>and</strong> health insurance products<br />
• Build flexible solutions that EXTERNALIZE<br />
product specific requirements<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
16
Service <strong>Models</strong> – Product Specification Diagram example<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
17
Service <strong>Models</strong> – Specification Framework<br />
BUSINESS<br />
TERMS<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
• Design framework for building<br />
flexible product engines <strong>and</strong><br />
administration systems to support<br />
those products<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
18
Data <strong>Models</strong> – Business Solution Templates (BSTs)<br />
FOUNDATION MODELS<br />
BUSINESS<br />
TERMS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
PRODUCT<br />
MODEL<br />
DATA<br />
MARTS<br />
BOM<br />
IDM<br />
SPECIFICATION<br />
FRAMEWORK<br />
• Describe reporting structures needed to access key<br />
information<br />
• Include key performance indicators grouped by functional<br />
reporting<br />
• Basis for rapid customization <strong>and</strong> prototyping of reporting<br />
requirements<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
19
Business Solution Template Exemple for Policy Persistency Analysis<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
20
Data <strong>Models</strong> - Business Solutions Templates - Content<br />
Analytical CRM<br />
• Campaign answer analysis<br />
• Campaign communication analysis<br />
• Campaign contact analysis<br />
• Campaign cost analysis<br />
• Campaign installment analysis<br />
• Campaign profitability analysis<br />
• Campaign sales analysis<br />
•Campaign analysis by customer<br />
•CRM event analysis<br />
•Cross-sell strategy analysis<br />
•Cross-selling forecasting analysis<br />
•Policyholder behaviour analysis<br />
•Household value analysis<br />
•Customer persistency analysis<br />
•Customer profitability analysis<br />
•Customer prospect optimization analysis<br />
•Customer satisfaction analysis<br />
•Customer risk analysis<br />
Profitability<br />
Claims Efficiency Intermediary Performance Business Performance<br />
• Claim h<strong>and</strong>ling performance analysis<br />
• Claim incoming recovery payments analysis<br />
• Claims audit analysis<br />
• Claims monthly close off analysis<br />
• Claims statistical analysis<br />
• Claims value variation analysis<br />
• Late claims analysis<br />
• Loss event analysis<br />
• Year-to-date claims comparison analysis<br />
Risk & Compliance<br />
Solvency II Sarbanes-Oxley Act IAS<br />
• Liabilities analysis for P&C insurance<br />
• P&C Claims, expenses <strong>and</strong> technical<br />
provisions Analysis<br />
• Expenses for Long Term Insurance<br />
• Premiums for Long Term Insurance<br />
• Liabilities & margins analysis for Long Term<br />
Insurance<br />
• Admissible Asset Analysis<br />
• Net Asset Analysis<br />
• Profit & Loss Analysis<br />
• Summary of Premiums & Claims for P&C<br />
• Solvency Analysis for P&C<br />
• Solvency Analysis for Long Term Insurance<br />
• Statement of Solvency<br />
• Agency continuous professional development<br />
• Agent performance based on competency<br />
• Agent training analysis<br />
• Customer feedback on intermediaries analysis<br />
• Intermediary compensation analysis<br />
• Intermediary persistency analysis<br />
• Intermediary production analysis<br />
• Intermediary sales performance analysis<br />
• Policy delivery analysis<br />
• Consolidated Financial Statements Analysis<br />
• Consolidated Statement Of Cash Flows<br />
• Consolidated Statement Of Changes in<br />
Shareholders' Equity Analysis<br />
• Consolidated Balance Sheet Analysis<br />
• Consolidated Statement Of Income Analysis<br />
• Management's Discussion And Analysis Of<br />
Financial Condition <strong>and</strong> Results Of Operations<br />
• Advance analysis<br />
• Business volume analysis<br />
• New business volume analysis<br />
• Policy event analysis<br />
• Policy persistency analysis<br />
• Surrender analysis<br />
• Switching analysis<br />
• Underwriting Analysis<br />
• Balance sheet classified approach analysis<br />
• Balance sheet net assets approach<br />
• Balance sheet order of liquidity approach<br />
• Balance sheet portfolio basis approach<br />
• Cash flow direct analysis<br />
• Cash flow direct financial institution analysis<br />
• Cash flow indirect analysis<br />
• Cash flow indirect FI analysis<br />
• Income statement by function analysis<br />
• Income statement by nature analysis<br />
• Income statement FI approach analysis<br />
• Statement of changes in equity analysis<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
21
Data <strong>Models</strong> – Enterprise Model<br />
BUSINESS<br />
TERMS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
Core Data with full history<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
DATA<br />
MARTS<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
BOM<br />
IDM<br />
PRODUCT<br />
MODEL<br />
SPECIFICATION<br />
FRAMEWORK<br />
Conformed facts <strong>and</strong><br />
dimensions<br />
• Design level model built from the<br />
Business Model <strong>and</strong> the BSTs<br />
• Logical model of a central<br />
datawarehouse database structure<br />
Consistency between data<br />
marts<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
22
Data <strong>Models</strong> – Data Marts<br />
BUSINESS<br />
TERMS<br />
DATA MODELS<br />
BSTs<br />
ENTERPRISE<br />
MODEL<br />
DATA<br />
MARTS<br />
FOUNDATION MODELS<br />
BUSINESS<br />
MODEL<br />
BUSINESS<br />
ACTIVITY MODEL<br />
PROCESS MODELS<br />
ANALYSIS PROCESS MODEL<br />
SERVICE MODELS<br />
ENTERPRISE<br />
COMPONENT<br />
BLUEPRINT<br />
BOM<br />
IDM<br />
PRODUCT<br />
MODEL<br />
SPECIFICATION<br />
FRAMEWORK<br />
• Specialized models to support a set of<br />
business applications<br />
• Provide a summary of the enterprise<br />
data warehouse details as requested<br />
by business users<br />
• Populated from the Enterprise data<br />
warehouse for consistency between<br />
data marts<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
23
Tracability with hyperlinks<br />
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Summary of Type of Projects<br />
Illustrative<br />
Enterprise<br />
Architecture<br />
(EA)<br />
Business<br />
Process<br />
Management<br />
(BPM)<br />
Application Portfolio<br />
Rationalization (APR)<br />
Enterprise<br />
Application<br />
Integration (EAI)<br />
Services Oriented<br />
Architecture (SOA)<br />
Deployment<br />
Product<br />
Development<br />
<strong>and</strong> Product<br />
Innovation (PDI)<br />
Business<br />
Intelligence (BI) &<br />
Data Warehouse<br />
(DW)<br />
EA BPM<br />
APR EAI SOA PDI DW/BI<br />
• Definition of<br />
St<strong>and</strong>ards<br />
• Business<br />
Architecture<br />
• Application<br />
Architecture<br />
• …<br />
• BPR<br />
• BPO<br />
• Six-Sigma<br />
• Workflow<br />
Management<br />
• Legacy Diagnostic<br />
• Portfolio Assessment<br />
System Assessment<br />
• Portfolio Transformation<br />
Component Based<br />
Development (CBD)<br />
Package Selection &<br />
Implementation<br />
• Hub & Spoke<br />
Architecture<br />
• B2B (eg, ACORD)<br />
• Web-enablement<br />
• …<br />
• Services<br />
Identification<br />
• Services<br />
Specification<br />
• Services<br />
Realization<br />
• Product<br />
Catalogue<br />
• Product Portfolio<br />
Rationalization<br />
• Flexible Productrule<br />
engine<br />
• EDW<br />
• Data mart<br />
• ODS<br />
• BI application (eg,<br />
Risk & Compliance)<br />
• Application Renovation<br />
Note: This is one example of categorization of projects<br />
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Value of <strong>IAA</strong> models in different Types of Projects<br />
Illustrative<br />
1 1 1 1 1 1 1 1<br />
2<br />
4<br />
2<br />
3<br />
3<br />
2<br />
3<br />
4<br />
3<br />
3<br />
3<br />
4<br />
5<br />
2<br />
2 2<br />
4 2 3<br />
5<br />
2<br />
5<br />
6<br />
3<br />
6<br />
6<br />
4<br />
5<br />
CBM<br />
Component Business Modeling APR Application Portfolio Rationalization<br />
BPM<br />
Business Process Management<br />
EAI<br />
Enterprise Application Integration<br />
EA<br />
Enterprise Architecture<br />
SOA<br />
Service Oriented Architecture<br />
DW/BI<br />
Data Warehouse & Business Intelligence<br />
PDI<br />
Product Development & Innovation<br />
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Example of a CBM Project<br />
Illustration of a Component Heat Map<br />
Illustration: Component Heat map<br />
1 – What: Project<br />
CBM<br />
Business &<br />
financial<br />
management<br />
Manufacturing /<br />
product<br />
development<br />
Business<br />
acquisition &<br />
retention<br />
Relationship<br />
management<br />
Underwriting<br />
category<br />
Policy<br />
administration &<br />
services<br />
Care management<br />
L&p claims<br />
Group<br />
administration<br />
Direct<br />
Business strategy<br />
Investment<br />
strategy<br />
Treasuryplanning<br />
Concept selling<br />
strategy<br />
Product planning<br />
Product portfolio<br />
strategy<br />
Product value<br />
proposition<br />
strategy<br />
Br<strong>and</strong> strategy<br />
Client retention<br />
strategy<br />
Distribution /<br />
compensation<br />
strategy<br />
Market <strong>and</strong><br />
promotion<br />
planning<br />
Customer<br />
relationshipstrategy<br />
Distribution partners<br />
relationshipstrategy<br />
Provider relationship<br />
strategy<br />
Catastrophe<br />
planning<br />
Reinsurance<br />
strategy<br />
Reserve<br />
management<br />
Risk, compliance,<br />
legal management<br />
Operations<br />
management <strong>and</strong><br />
planning<br />
Medical<br />
management<br />
strategy<br />
Claims strategy<br />
Miscellaneous<br />
paymentsstrategy<br />
Group strategy<br />
Control<br />
Assetmanagement<br />
Business process<br />
management<br />
Investment/ Capital<br />
management<br />
Procurement/ vendor<br />
management<br />
Actuarialpricing<br />
analysis<br />
Product management<br />
internal/ external<br />
Marketresearch/<br />
segment analysis<br />
Marketing<br />
management<br />
Producer portfolio<br />
analysis<br />
Promotion<br />
management<br />
Channel management<br />
Contact management<br />
Correspondence<br />
management<br />
Customer / member<br />
management<br />
Provider relations<br />
management<br />
Customer<br />
profitability<br />
analysis<br />
Establish <strong>and</strong><br />
monitor loss<br />
reserves<br />
Risk, compliance,<br />
legalmonitoring<br />
Underwriting<br />
management<br />
Operations<br />
management controls<br />
Network management<br />
Pharmacy benefits<br />
<strong>and</strong> vendor<br />
management<br />
Program management<br />
Claims litigation<br />
Claims management<br />
component<br />
Fraudmanagement<br />
Accountinstallation<br />
Account<br />
management<br />
Execute<br />
Accounts receivable /<br />
accounts payable /<br />
general ledger<br />
Audit<br />
Cash management<br />
Facility operations<br />
Human resources<br />
Security services<br />
Technology<br />
management<br />
Product development<br />
internal/ external<br />
Product education<br />
Product setup <strong>and</strong><br />
maintenance<br />
Reinsurance <strong>and</strong><br />
coinsuranceprogram<br />
Campaign execution<br />
Financial advisory<br />
tools<br />
New business<br />
processing<br />
Producer / hierarchy<br />
compensation<br />
Quoting<br />
Renewals<br />
Sales support<br />
Channel / client<br />
educationdelivery<br />
Communications<br />
Correspondence<br />
Customer / prospect<br />
profile<br />
Distribution / third<br />
party information<br />
profile<br />
Service center<br />
Regulatory<strong>and</strong><br />
compliance<br />
reporting<br />
Reinsurancetreaties<br />
Riskrating<br />
Billing<br />
Cancellations<strong>and</strong><br />
lapsing<br />
Collections<br />
Policy changes<br />
Thirdparty<br />
collections<br />
Case management<br />
Eligibility<br />
authorization <strong>and</strong><br />
pre-certification<br />
Group benefit<br />
maintenance<br />
Provider enrolment<br />
& credentialing<br />
Referralprocessing<br />
Evaluateclaims<br />
Fraudinvestigation<br />
Paymentprocessing<br />
(disbursements)<br />
Processclaims<br />
Benefits<br />
administration<br />
Billing<strong>and</strong> collections<br />
Business to business<br />
marketing (group<br />
plans)<br />
Enrolment<strong>and</strong><br />
eligibility<br />
Plan sponsor services<br />
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Example of a CBM Project<br />
Components contain processes <strong>and</strong> activities<br />
High coverage Low coverage<br />
1 – What: projects CBM<br />
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Process Improvements <strong>and</strong> Business Process Management 2 – What: projects<br />
BPM<br />
The IM&A models provide function <strong>and</strong> process templates<br />
which facilitate cross-enterprise simplification <strong>and</strong> improvement<br />
of business processes.<br />
After having used CBM, the <strong>IAA</strong> high level business<br />
processes are the starting point.<br />
For beneficiary modification, the process „ Modify Policy –<br />
Modify Beneficiary“ applies.<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
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Example of a Business Process Management Project<br />
The processes in scope are customized as needed.<br />
2 – What: projects BPM<br />
Original <strong>IAA</strong> “Modficy<br />
beneficiary” process<br />
<strong>IAA</strong> business processes are<br />
documented using activity<br />
diagrams, including sequence,<br />
conditions <strong>and</strong> roles.<br />
Customised “Modify beneficiary”<br />
process – result of workshop<br />
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Example of a Portfolio Assessement Project<br />
2 – What: projects APR<br />
ECB<br />
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REGISTRATION<br />
ACTUARIAL STATISTICS<br />
AND INDEX<br />
PRIMIT IVE DATA<br />
TYPES<br />
GOAL AND NEED<br />
STANDARD TEXT AND<br />
COMMUNICATION<br />
SPECIFICATION, PRODUCT AND<br />
AGREEMENT<br />
ACCOUNT AND<br />
FUND<br />
MONEY<br />
PROVISION<br />
PLACE<br />
PARTY<br />
BUSINESS MODEL<br />
OBJECT<br />
CLAIM<br />
PHYSICAL<br />
OBJECT<br />
CONTACT POINT AND<br />
PREFERENCES<br />
FINANCIAL<br />
TRANSACTION<br />
ACTIVITY<br />
ASSESSMENT AND<br />
CONDITION<br />
CATEGORY<br />
LEGAL ACTION<br />
EVENT<br />
Enterprise Architecture projects<br />
2 – What: projects EA<br />
Today IT Jungle<br />
Applications<br />
<strong>IAA</strong> Data,<br />
Product <strong>and</strong><br />
Interface <strong>Models</strong><br />
Financial system<br />
Individual Life<br />
CRM<br />
Commission System<br />
Master Customer Data File<br />
Claims System<br />
Payroll System<br />
Party<br />
Insurance Agreement<br />
Account <strong>and</strong> Fund<br />
Claim<br />
Contact Point <strong>and</strong> Preferences<br />
Financial Transaction<br />
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32
<strong>IBM</strong> SOA Reference Architecture<br />
2 – What: projects<br />
SOA<br />
Model<br />
Assemble<br />
Deploy<br />
Business Innovation & Optimization Services<br />
Facilitates better decision-making<br />
with real-time business information<br />
Manage<br />
Development<br />
Services<br />
Interaction Services<br />
Enables collaboration<br />
between people,<br />
processes & information<br />
Process Services<br />
Orchestrate <strong>and</strong><br />
automate business<br />
processes<br />
Information Services<br />
Manages diverse<br />
data <strong>and</strong> content in a<br />
unified manner<br />
IT Service<br />
Management<br />
Integrated<br />
environment<br />
for design<br />
<strong>and</strong> creation<br />
of solution<br />
assets<br />
Partner Services Business App Services Access Services<br />
Connect with trading<br />
partners<br />
Facilitates communication ESB between services<br />
Build on a robust,<br />
scaleable, <strong>and</strong> secure<br />
services environment<br />
Facilitates interactions<br />
with existing information<br />
<strong>and</strong> application assets<br />
Apps &<br />
Info Assets<br />
Manage<br />
<strong>and</strong> secure<br />
services,<br />
applications<br />
&<br />
resources<br />
Infrastructure Services<br />
Optimizes throughput,<br />
availability <strong>and</strong> performance<br />
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Agenda<br />
• <strong>Introduction</strong><br />
• What is <strong>IIW</strong>?<br />
• <strong>IIW</strong> Solution Components<br />
Architecture<br />
Business Requirements<br />
Business Data Model<br />
Data warehouse <strong>and</strong> Data Mart Design <strong>Models</strong><br />
Development Environment <strong>and</strong> Tools<br />
Implementation Roadmap<br />
• <strong>IIW</strong> Demonstration<br />
• <strong>IIW</strong> Solution – Value Proposition<br />
• Customer References<br />
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What is <strong>IIW</strong>?<br />
<strong>IIW</strong> is an <strong>IAA</strong>-based enterprise-wide data<br />
warehousing solution for the insurance industry<br />
<strong>IIW</strong> is engineered to consolidate data from<br />
disparate systems, helping insurers to build a<br />
comprehensive <strong>and</strong> accurate picture of the<br />
customer <strong>and</strong> the business<br />
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<strong>IIW</strong> provides analytical capabilities across critical insurance subject areas<br />
Business Profitability<br />
Analytical CRM<br />
Financial Reporting &<br />
Compliance<br />
Risk Management<br />
• Underwriting Analysis<br />
• Claims Analysis<br />
• Intermediary Performance Analysis<br />
• Persistency analysis<br />
• Predictive modeling (fraud detection, lapses, …)<br />
• Customer Segmentation<br />
• Lifetime value Analysis<br />
• Campaign Management <strong>and</strong> Performance analysis<br />
• MIS (Dashboard)<br />
• Regulatory reporting (emerging Solvency II, IAS)<br />
• Cost & Performance Management<br />
• Risk Analysis<br />
• Risk Monitoring<br />
• Stochatics Modelling<br />
• Asset Liability Management (ALM)<br />
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36
Agenda<br />
• <strong>Introduction</strong><br />
• What is <strong>IIW</strong>?<br />
• <strong>IIW</strong> Solution Components<br />
Architecture<br />
Business Requirements<br />
Business Data Model<br />
Data warehouse <strong>and</strong> Data Mart Design <strong>Models</strong><br />
Development Environment <strong>and</strong> Tools<br />
Implementation Roadmap<br />
• <strong>IIW</strong> Demonstration<br />
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<strong>IIW</strong> Architecture<br />
Analytical Data Requirements<br />
Structured along Requirements Model<br />
Meta-data<br />
Source<br />
Logical<br />
<strong>Models</strong><br />
Business<br />
Data Model<br />
Enterprise<br />
Logical<br />
Model<br />
Data Marts<br />
Logical<br />
<strong>Models</strong><br />
Traceability<br />
Source<br />
Population<br />
Business Data Warehouse<br />
Distribution<br />
Business<br />
Information<br />
Warehouse<br />
Client<br />
Internal<br />
Sources<br />
External<br />
Sources<br />
Staging<br />
Area<br />
Enterprise Data<br />
Warehouse<br />
Atomic Analytical<br />
Classified<br />
Sources<br />
Informational<br />
Feedback<br />
Staging<br />
Area<br />
Data<br />
Marts<br />
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<strong>IIW</strong> Requirements Model Business Terms<br />
• What it is<br />
A list <strong>and</strong> definitions of financial<br />
services concepts where data<br />
elements<br />
• represent the data requirements of<br />
an insurance company<br />
• expressed in plain business<br />
language<br />
• organized by subject areas<br />
• How does it help?<br />
While business people can<br />
describe in their own language the<br />
concepts they use every day,<br />
clearly defining business terms<br />
helps st<strong>and</strong>ardization within a<br />
company.<br />
The mapping to the Business<br />
Model makes it possible to create<br />
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39
RESPONSE CODE<br />
MARKET SEGMENT<br />
CAMPAIGN RESPONSES FACT<br />
CALENDAR DAY<br />
CAMPAIGN STEP<br />
COMMUNICATION MEDIUM<br />
CALENDAR MONTH<br />
CAMPAIGN CELL<br />
CALENDAR QUARTER<br />
CAMPAIGN<br />
CHANNEL ROLE<br />
(Marketing program)<br />
OTHER ACTIVITY<br />
CALENDAR YEAR<br />
ADVERTISING CHANNEL<br />
<strong>IIW</strong> Requirements Model Business Solution Templates (BSTs)<br />
Business<br />
Requirements<br />
Identify measures that<br />
are analyzed <strong>and</strong><br />
structured into<br />
Business Solution Templates<br />
which are then<br />
transformed<br />
into<br />
Conceptual outline of how OLAP tables or<br />
reports can be structured to meet informational<br />
<strong>and</strong> regulatory reporting requirements<br />
EM Analytical Subject Areas<br />
Data Marts Design<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
40
<strong>IIW</strong> Business Data Model<br />
• Conceptual<br />
• Normalised (3NF)<br />
• Flexible<br />
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© 2008 <strong>IBM</strong> Corporation<br />
41
<strong>IIW</strong> Enterprise (Warehouse) Model <strong>and</strong> Data Marts<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
42
Examples of pre-defined fact tables from SAD0069 –<br />
Underwriting Analysis<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
43
Object<br />
Place<br />
Contact Point<br />
028<br />
007<br />
203<br />
4<br />
1<br />
Object<br />
Place<br />
Contact Point<br />
028<br />
007<br />
203<br />
Object<br />
Place R<br />
Place R 4<br />
Place-CP R<br />
1<br />
CP R<br />
3<br />
218<br />
238<br />
208<br />
204<br />
Object<br />
Place R Place-CP R<br />
2 CP R<br />
Place R<br />
3<br />
218<br />
238<br />
208<br />
204<br />
P Label<br />
P Name<br />
Place Label CP R<br />
CP R<br />
823<br />
927<br />
2<br />
926<br />
P Label<br />
P Name<br />
Place Label CP R<br />
CP R<br />
823<br />
927 926<br />
Campaign<br />
Management<br />
Underwriting<br />
Risk<br />
Analysis<br />
Party Name<br />
366<br />
Party<br />
041<br />
Insurance<br />
Information<br />
Warehouse<br />
Common Data<br />
Profitability<br />
Analysis<br />
Claims<br />
Analysis<br />
2<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
3<br />
203<br />
Segmentation<br />
Management<br />
CP R<br />
204<br />
Contact Point<br />
Customer<br />
Management<br />
Customer<br />
Retention<br />
Product<br />
Management<br />
Place-CP R<br />
208<br />
1<br />
Party<br />
Party<br />
041<br />
Party<br />
041<br />
Party Name<br />
366<br />
Party Name<br />
366<br />
007<br />
Place<br />
4<br />
Object<br />
Place R<br />
218<br />
Type<br />
Type R<br />
Party T Role T Object T<br />
968<br />
044<br />
752<br />
030<br />
Party R Party Object Object R<br />
162 041 028 177<br />
Party-<br />
Object R<br />
110<br />
967<br />
Object<br />
Place<br />
Contact Point<br />
028<br />
007<br />
203<br />
4<br />
1<br />
Object<br />
Place R Place R Place-CP R CP R<br />
3<br />
218 238<br />
208 204<br />
2<br />
CALENDAR P Label<br />
P Name<br />
MONTH<br />
RESPONSE<br />
CALENDAR<br />
Place Label CP R<br />
CP R<br />
CODE<br />
DAY<br />
823 927 926<br />
MARKET<br />
SEGMENT<br />
CAMPAIGN<br />
RESPONSESFACT<br />
STEP<br />
CAMPAIGN<br />
MEDIUM<br />
CEL<br />
COMUNICATION<br />
CAMPAIGN<br />
CODE<br />
MARKET<br />
SEGMENT<br />
RESPONSE<br />
FACT<br />
CAMPAIGN<br />
RESPONSES<br />
Place<br />
Party<br />
R<br />
214<br />
DAY<br />
Party<br />
041<br />
366<br />
Party Name<br />
STEP<br />
CAMPAIGN<br />
CALENDAR<br />
MEDIUM<br />
CEL<br />
MONTH<br />
COMUNICATION<br />
CALENDAR<br />
CAMPAIGN<br />
RESPONSE CODE<br />
MARKET SEGMENT<br />
CAMPAIGN RESPONSES FACT<br />
CALENDAR DAY<br />
CAMPAIGN STEP<br />
CALENDAR MONTH<br />
CAMPAIGN CELL<br />
COMMUNICATION MEDIUM<br />
Development process supported by MMM<br />
ERWin Model<br />
ERWin Model<br />
ERWin Model(s)<br />
Business<br />
Data Model<br />
Enterprise<br />
Model<br />
Data Mart<br />
Model(s)<br />
Conceptual Logical Logical Logical<br />
Enterprise<br />
Model<br />
Data Mart<br />
Model(s)<br />
Physical<br />
Physical<br />
Manuals<br />
<strong>and</strong><br />
QA reports<br />
MMM<br />
database<br />
Metadata<br />
catalogs<br />
Extration Extraction tools<br />
DDL for<br />
database<br />
generation<br />
Data Marts<br />
Hyperlinks<br />
OLAP Tools<br />
Operational - Sources<br />
<strong>IAA</strong> Business Model<br />
Enterprise Model<br />
Data Mart <strong>Models</strong><br />
Place R<br />
214<br />
Party<br />
Place R<br />
214<br />
Place Label<br />
823<br />
Place R<br />
238<br />
Party<br />
Place R<br />
214<br />
Bus. Requirements<br />
Object<br />
028<br />
Customisation<br />
Transformation<br />
Scoping<br />
Specialisation<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
44
RESPO NSE CO DE<br />
M ARKET<br />
SEG M ENT<br />
CAM PAI G N RESPO NSES<br />
FACT<br />
CALENDAR DAY<br />
CAM PAI G N ST EP<br />
CALENDAR<br />
M O NTH<br />
CAM P AI G N CEL L<br />
CO M M UNI CATI O N M EDI UM<br />
RES PO NSE CO DE<br />
M ARKET<br />
SEG M ENT<br />
CAM P AI G N<br />
RESPO NSES FACT<br />
CA L EN DA R<br />
M O NTH<br />
CA L E NDA R D AY<br />
CA M P A I G N ST E P<br />
CAM PAI G N CELL<br />
CO M M UNICATIO N M EDIUM<br />
Traceability<br />
perational - Sources<br />
<strong>IAA</strong> Business Model<br />
Enterprise Model<br />
Data Mart <strong>Models</strong><br />
Object<br />
028<br />
Object<br />
028<br />
Object<br />
Place R<br />
218<br />
Object<br />
Place R<br />
218<br />
4<br />
4<br />
Place<br />
Place R<br />
238<br />
Place Label<br />
823<br />
Place<br />
Place R<br />
238<br />
366<br />
041<br />
Place Label<br />
823<br />
Party Name<br />
Party<br />
007<br />
007<br />
Place-CP R<br />
208<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
3<br />
1<br />
1<br />
204<br />
CP R<br />
Contact Point<br />
Contact Point<br />
CP R<br />
204<br />
2<br />
P lace-CP R<br />
208<br />
203<br />
203<br />
Place-CP R<br />
2<br />
CP R<br />
3<br />
208<br />
204<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927<br />
2<br />
926<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
3<br />
Pl ace Lab el<br />
823<br />
238<br />
Pl ace R<br />
Party<br />
Place R<br />
214<br />
Party<br />
Place R<br />
214<br />
Party<br />
041<br />
Party<br />
041<br />
Party Name<br />
366<br />
Ob ject<br />
Place R<br />
218<br />
Party Name<br />
366<br />
Type<br />
Type R<br />
Party T<br />
Role T Object T<br />
030<br />
968 752<br />
044<br />
967<br />
Party R Party Object Object R<br />
162 041 028 177<br />
Party-<br />
Object R<br />
110<br />
Ob ject<br />
Place<br />
Contact Point<br />
028<br />
007<br />
203<br />
4<br />
1<br />
Ob ject<br />
Place R Place-CP R CP R<br />
Place R<br />
3<br />
218<br />
238<br />
208<br />
204<br />
2<br />
Place Lab el<br />
823<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
Party<br />
Place R<br />
214<br />
Party<br />
041<br />
Party Name<br />
366<br />
RESPONSE CODE<br />
MARKET SEGMENT<br />
CALENDAR MONTH<br />
CALENDAR DAY<br />
CAMPAIGN RESPONSES FACT<br />
CAMPAIGN STEP<br />
CAMPAIGN CELL<br />
COMMUNICATION MEDIUM<br />
Ob ject<br />
028<br />
Place<br />
007<br />
Con tact Po in t<br />
203<br />
Party<br />
P lace R<br />
214<br />
4<br />
1<br />
Bus. Requirements<br />
Underwriting<br />
Risk<br />
Analysis<br />
Campaign<br />
Management<br />
Profitability<br />
Analysis<br />
Segmentation<br />
Management<br />
Insur ance<br />
Infor mation<br />
War ehouse<br />
Com mon Data<br />
Claims<br />
Analysis<br />
Customer<br />
Management<br />
Product<br />
Management<br />
Customer<br />
Retention<br />
Customisation<br />
Transformation<br />
Scoping<br />
Specialisation<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
45
Ob ject<br />
028<br />
Ob ject<br />
Place R<br />
218<br />
RESPO NSE<br />
CO DE<br />
M A RK ET<br />
SEG M ENT<br />
4<br />
Place<br />
007<br />
P l ace R<br />
Place-CP R<br />
3<br />
238<br />
208<br />
2<br />
P Label<br />
P Name<br />
CAL ENDAR<br />
P l ace L ab el<br />
CP M O NTH R<br />
CP R<br />
CA L E NDAR DAY<br />
823<br />
927 926<br />
RESPO NSE<br />
CO DE<br />
CA M PA I G N<br />
RESPO NSES FACT<br />
CAM PAI G N STEP<br />
RES PO NSE CO DE<br />
M ARKET SEG M ENT<br />
CO M M UNI CATI O N<br />
M EDI UM<br />
CAM PA I G N RESP O NSES F ACT<br />
1<br />
CA M PA I G N<br />
CEL L<br />
CALE NDAR DAY<br />
CAM PAI G N STEP<br />
CAL E NDAR M O NT H<br />
CAM PA I G N C EL L<br />
CO M M UNICATIO N M EDIUM<br />
Party<br />
Party<br />
041<br />
Party Name<br />
366<br />
CAL E NDA R<br />
M O N T H<br />
CALENDAR DAY<br />
CAM PAI G N<br />
RESPO NSES FACT<br />
M ARKET<br />
CAM PAI G N STEP<br />
SEG M ENT<br />
CAM PAI G N CEL L<br />
C O M M U N I C A T I O N<br />
M E D I U M<br />
RES PO NSE CO DE<br />
CAL ENDAR M O NTH<br />
CAL ENDAR DA Y<br />
CAM PAI G N RESPO NSES<br />
FACT<br />
CAM PAI G N STEP<br />
M ARKET SEG M ENT<br />
CAM PA I G N CE L L<br />
CO M M UNI CATI O N M EDI UM<br />
RE SPONS E CODE<br />
MARKET SEGMENT<br />
CAM PAIGN RESPONSES FACT<br />
CAL ENDAR DAY<br />
CA M P AIGN ST EP<br />
COM M UNICATION M EDIUM<br />
CAL ENDAR M ONTH<br />
CAM PAIGN CEL L<br />
Two perspectives on traceability<br />
Bus. Data Model<br />
Tracing Modeling steps<br />
Enterprise<br />
Data Marts<br />
Type<br />
Type R<br />
Pa rty T<br />
R ole T<br />
Object T<br />
968 044 752<br />
030<br />
967<br />
Con tact Poin t<br />
203<br />
CP R<br />
204<br />
P lace R<br />
214<br />
Party R Party Object Object R<br />
162 041 028 177<br />
Party-<br />
Object R<br />
110<br />
Bus. Requirements<br />
S egmentation<br />
Campaign Management<br />
Management<br />
Underwriting<br />
Insurance<br />
Information<br />
Risk<br />
Warehouse<br />
Comm on Data<br />
A nalysis<br />
Customer<br />
Management<br />
Customer<br />
Retention<br />
P rofitability<br />
Analysis<br />
Claims<br />
A nalysis<br />
Product<br />
Management<br />
Tracing Population steps<br />
Operational - Sources<br />
Enterprise<br />
Data Marts<br />
Object<br />
028<br />
Object<br />
028<br />
Object<br />
Place R<br />
218<br />
4<br />
4<br />
Place<br />
Place<br />
Place R<br />
238<br />
007<br />
1<br />
007<br />
Place-CP R<br />
208<br />
1<br />
Co n tact P o in t<br />
Co n tact Po in t<br />
CP R<br />
204<br />
203<br />
203<br />
3<br />
Party<br />
Place R<br />
214<br />
Party<br />
Place R<br />
214<br />
Party<br />
041<br />
Ob ject<br />
028<br />
4<br />
Ob ject<br />
Place R<br />
218<br />
Place<br />
Place R<br />
238<br />
Co n tact Po in t<br />
007<br />
203<br />
1<br />
Place-CP R<br />
CP R 3<br />
208<br />
204<br />
2<br />
Party<br />
Place R<br />
214<br />
Party<br />
041<br />
RESPONSE CODE<br />
CALENDAR DAY<br />
CAMPAIGN RESPONSES FACT<br />
CALENDAR MONTH<br />
Object<br />
Place R<br />
218<br />
Place R<br />
238<br />
Place Label<br />
823<br />
041<br />
Place Lab el<br />
823<br />
214<br />
366<br />
Party Name<br />
Party<br />
Party<br />
Place R<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
Place-CP R<br />
2<br />
CP R<br />
3<br />
208<br />
204<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 2<br />
926<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
3<br />
203<br />
CP R<br />
204<br />
Con tact Po in t<br />
2<br />
1<br />
Pl ace-CP R<br />
208<br />
007<br />
238<br />
Place<br />
Pl ace Lab el<br />
823<br />
Place R<br />
Party Name<br />
4<br />
Party<br />
041<br />
366<br />
Ob ject<br />
Place R<br />
218<br />
Party Name<br />
366<br />
Ob ject<br />
028<br />
Place Label<br />
823<br />
P Label<br />
P Name<br />
CP R<br />
CP R<br />
927 926<br />
Party Name<br />
366<br />
MARKET SEGMENT<br />
CAMPAIGN STEP<br />
CAMPAIGN CELL<br />
COMMUNICATION MEDIUM<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
46
Agenda<br />
• <strong>Introduction</strong><br />
• What is <strong>IIW</strong>?<br />
• <strong>IIW</strong> Solution Components<br />
Architecture<br />
Business Requirements<br />
Business Data Model<br />
Data warehouse <strong>and</strong> Data Mart Design <strong>Models</strong><br />
Development Environment <strong>and</strong> Tools<br />
Implementation Roadmap<br />
• <strong>IIW</strong> Demonstration<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
47
Summary<br />
• <strong>IAA</strong> are a set of reference models that<br />
facilitates the communication between<br />
business <strong>and</strong> IT<br />
• <strong>IAA</strong> models accelerate the scoping,<br />
analysis <strong>and</strong> design of projects.<br />
• <strong>IAA</strong> models defines Enterprise<br />
structured content for developing<br />
flexible, maintainable, <strong>and</strong> reusable IT<br />
components.<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
48
• Appendix<br />
<strong>IBM</strong> Information Platform <strong>and</strong> Solutions Architecture Team<br />
© 2008 <strong>IBM</strong> Corporation<br />
49
®<br />
<strong>IBM</strong> Software Group -<br />
Industry <strong>Models</strong><br />
<strong>IBM</strong> Insurance Industry <strong>Models</strong><br />
Update for <strong>IAA</strong> SOA models v 8.0<br />
Industry <strong>Models</strong><br />
© 2007 <strong>IBM</strong> Corporation
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Insurance Analysis Process Model v8.0 – at a glance<br />
The business analysts will customize each process to meet the specific needs of the organization.<br />
Websphere Business Modeler<br />
IDENTIFICATION OF<br />
PROJECT SCOPE<br />
APM.xml<br />
Analysis Process Model<br />
ANALYZE<br />
CONTROL<br />
FLOW<br />
SCOPING OF BUSINESS<br />
PROCESSES<br />
PROCESS ANALYSIS<br />
ANALYZE<br />
DATA FLOW<br />
DEFINE<br />
RULES &<br />
CALCULATION<br />
SIMULATE<br />
+10%<br />
CUSTOMIZED PROCESSES<br />
Insurance Informaiton Warehouse<br />
27 new Business Processes<br />
157 new Business Activities<br />
28 new Business Items<br />
<strong>IAA</strong> Product Model<br />
460 KPI for business<br />
activity performance<br />
More than 2000<br />
Risk related measures<br />
7 new<br />
human/system actors<br />
100 Business rules, 80<br />
Calculation<br />
specifications<br />
© 2007 <strong>IBM</strong> Corporation<br />
51
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
What’s new content in Insurance Analysis Process Model v8.0 – at a glance<br />
• Risk Management<br />
Definition of process flows to support Solvency II (3 pillars: risk measurement,<br />
supervisory control <strong>and</strong> public disclosures)<br />
Sarbanes-Oxley (in particular section 404 – on internal control over financial reporting –<br />
but also sections 302, 409 <strong>and</strong> 802)<br />
Anti-money laundering (AML) <strong>and</strong> Know Your Customer (KYC) requirements<br />
Premium audits <strong>and</strong> internal audits.<br />
Informational business activities reporting risk analysis <strong>and</strong> measures (from <strong>IIW</strong>)<br />
Mapping to underlying data/services in service models<br />
• Use case<br />
• Service specification<br />
• Data specification<br />
© 2007 <strong>IBM</strong> Corporation<br />
52
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IAA</strong> Risk Management View<br />
Risks are categorized according to the Risk management focus area.<br />
Direct Control Mitigate Assess Report Review<br />
Insurance Risk<br />
Fully covered by Underwriting processes<br />
Financial Risk (including Interest Rate Risk & Liquidity Risk)<br />
change in interest rate, financial<br />
instrument price, commodity price,<br />
foreign exchange rate, index of<br />
prices or rates, credit rating or credit<br />
index.<br />
Market Risk<br />
Affected by the performance of the<br />
financial markets.<br />
Operational Risk (including KYC & AML)<br />
Inadequate or failed internal<br />
processes, people <strong>and</strong> systems or<br />
from external events.<br />
Reinsurance<br />
Fully covered by Reinsurance processes<br />
© 2007 <strong>IBM</strong> Corporation<br />
53
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Risk Policy Management<br />
Administer Claim Anticipation<br />
Maintain Risk Management Policy<br />
8 Business Activities<br />
Maintain Risk Policy<br />
3 Business Activities<br />
Direct<br />
Control<br />
Mitigate<br />
Assess Report Review<br />
Insurance Risk & Reinsurance<br />
Financial Risk<br />
Operational Risk<br />
Market Risk<br />
Maintain Financial Risk Policy<br />
19 Business Activities<br />
Maintain Market Risk Policy<br />
4 Business Activities<br />
Maintain Operational Risk Policy<br />
Maintain Record Retention<br />
Define Business Process Control<br />
30 Business Activities<br />
© 2007 <strong>IBM</strong> Corporation<br />
54
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Risk Mitigation <strong>and</strong> Assessment<br />
LOB Analyse Accumulation Of Risk<br />
Record Premium Rating<br />
Administer Claim Anticipation<br />
Administer Loss Anticipation<br />
Underwrite For Death Risk<br />
Underwrite For Health Risk<br />
Underwrite For Physical Object Risk<br />
Underwrite For Investment Risk<br />
Evaluate Intermediary Regulatory Compliance<br />
Evaluate Investment Regulatory Compliance<br />
Evaluate Product Regulatory Compliance<br />
Evaluate Provider Regulatory Compliance<br />
Direct<br />
Control<br />
Mitigate<br />
Assess Report Review<br />
Insurance Risk & Reinsurance<br />
Financial Risk<br />
Operational Risk<br />
Administer LOB Life Premium Audit<br />
Apply Financial Risk Policy<br />
Review Financial Risk Position<br />
13 Business Activities<br />
Market Risk<br />
Apply Market Risk Policy<br />
Administer Internal Audit<br />
Apply Anti-Money Laundering Policy<br />
Apply Know Your Customer Policy<br />
Apply KYC And AML Policy<br />
Apply Operational Risk Policy<br />
Generate Suspicious Activity<br />
Reporting<br />
Review Operational Risk Position<br />
21 Business Activities<br />
© 2007 <strong>IBM</strong> Corporation<br />
55
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Risk Reporting And Review<br />
Report Regulatory Requirements<br />
Report SOX Regulatory<br />
Requirements<br />
Report Solvency II<br />
Report Financial Statement By<br />
National GAAP<br />
Administer Asset Portfolio<br />
Administer Liability Portfolio<br />
Analyse Balance Sheet Position<br />
Determine Profitability<br />
Evaluate Assets And Liabilities<br />
Provide Risk Capital Allocation<br />
Review Asset Portfolio<br />
Review Capital Adequacy<br />
Review Financial Performance<br />
Review Liability Portfolio<br />
Review Liquidity<br />
Direct<br />
Control<br />
Mitigate<br />
Assess Report Review<br />
Insurance Risk & Reinsurance<br />
Financial Risk<br />
Operational Risk<br />
Market Risk<br />
Report Financial Risk<br />
Report Operational Risk<br />
Report Market Risk<br />
© 2007 <strong>IBM</strong> Corporation<br />
56
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Informational Business Activity Reporting Business Measures<br />
Informational Business Activities define more than 2000 risk related Business Measures mapped to<br />
Insurance Information Warehouse (<strong>IIW</strong>).<br />
Risk & Regulatory Compliance Analysis <strong>and</strong> Measures in <strong>IIW</strong><br />
<strong>IAA</strong> Analysis Process Model<br />
Sarbanes-Oxley Act<br />
• Consolidated Financial Statements Analysis<br />
• Consolidated Statement Of Cash Flows Analysis<br />
• Consolidated Statement Of Changes in Shareholders'<br />
Equity Analysis<br />
• Consolidated Balance Sheet Analysis<br />
• Consolidated Statement Of Income Analysis<br />
• Management's Discussion And Analysis Of Financial<br />
Condition <strong>and</strong> Results Of Operations<br />
IAS / IFRS<br />
• Balance sheet classified approach analysis<br />
• Balance sheet net assets approach analysis<br />
• Balance sheet order of liquidity approach analysis<br />
• Balance sheet portfolio basis approach analysis<br />
• Cash flow direct analysis<br />
• Cash flow direct financial institution analysis<br />
• Cash flow indirect analysis<br />
• Cash flow indirect financial institution analysis<br />
• Income statement by function analysis<br />
• Income statement by nature analysis<br />
• Income statement financial institution approach analysis<br />
• Statement of changes in equity analysis<br />
Solvency II<br />
• Liabilities analysis for P&C insurance<br />
• P&C Claims, expenses <strong>and</strong> technical provisions<br />
Analysis<br />
• Expenses for Long Term Insurance<br />
• Premiums for Long Term Insurance<br />
• Liabilities <strong>and</strong> margins analysis for Long Term<br />
Insurance<br />
• Admissible Asset Analysis<br />
• Net Asset Analysis<br />
• Profit & Loss Analysis – Technical <strong>and</strong> Non-technical<br />
accounts<br />
• Summary of Premiums & Claims for P&C<br />
• Solvency Analysis for P&C<br />
• Solvency Analysis for Long Term Insurance<br />
• Statement of Solvency for all lines of business<br />
•Solvency II Cost of Capital Risk Margin<br />
•Solvency II Eligible Capital<br />
•Solvency II Minimum Capital Requirement - St<strong>and</strong>ard<br />
Formula (MCR)<br />
•Solvency II Solvency Capital Requirement - St<strong>and</strong>ard<br />
Formula (SCR)<br />
Minimum Capital Requirement (MCR)<br />
© 2007 <strong>IBM</strong> Corporation<br />
57
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IAA</strong> Business Object Model v8.0 – at a glance<br />
IT department will identify service to support each business activity to meet the specific needs of the<br />
organization.<br />
Rational Software Modeler<br />
PROCESS ANALYSIS<br />
SERVICE ANALYSIS<br />
+10%<br />
SERVICE CANDIDATE USE<br />
CASES<br />
SERVICE<br />
CANDIDATE<br />
IDENTIFICATION<br />
DATA<br />
REQUIREME<br />
NT<br />
OBJECT<br />
ANALYSIS<br />
DETAILED<br />
USE CASE<br />
ANALYSIS CLASS MODEL<br />
BOM.ras<br />
Analysis Process Model<br />
53 new Service Use<br />
Cases<br />
4 new Boundary of Types<br />
(BOT) (Reusable Messages)<br />
30 new Types of<br />
Risk Agreement related<br />
© 2007 <strong>IBM</strong> Corporation<br />
58
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
What’s new content in Insurance Business Model v8.0 – at a glance<br />
• Based on <strong>IAA</strong> APM v8 Risk Management extensions,<br />
30 new types to model risk agreements <strong>and</strong> their specifications <strong>and</strong> risk<br />
exposures <strong>and</strong> their assessments<br />
Using the same categorization as in Requirements Model (APM)<br />
Common basis for<br />
• <strong>IIW</strong> models<br />
• <strong>IAA</strong> service models<br />
© 2007 <strong>IBM</strong> Corporation<br />
59
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Risk Assessment Related Types in BOM<br />
30 new Types of Risk Agreement related have been introduced under Assessment <strong>and</strong> condition<br />
package.<br />
Risk Agreement<br />
Risk Exposure<br />
Risk Position<br />
Risk Manager<br />
Risk Assessment<br />
Worked Example WEC0076 - Life Insurance Volatility Risk<br />
© 2007 <strong>IBM</strong> Corporation<br />
60
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Risk Regulatory Reporting Related Types in BOM<br />
30 new Types of Risk Agreement related have been introduced under Assessment <strong>and</strong> condition<br />
package.<br />
Risk Agreement Specification (Regulatory Requirements)<br />
Risk Agreement<br />
Risk Position<br />
Risk Exposure<br />
Risk Assessment<br />
Credit Rating Solvency Class<br />
Worked Example WEC0077 - Implementing Regulatory St<strong>and</strong>ards<br />
© 2007 <strong>IBM</strong> Corporation<br />
61
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Insurance Service Model v8.0 – at a glance<br />
IT department will translate the service c<strong>and</strong>idates into Operations on Interfaces of Components in the<br />
IDM.<br />
Rational Software Modeler<br />
SERVICE ANALYSIS<br />
SERVICE DESIGN<br />
+10%<br />
SERVICES ARCHITECTURE<br />
DESIGN CLASS/INTERFACE<br />
MODEL<br />
ASSIGN<br />
SERVICE<br />
CANDIDATES<br />
OBJECT<br />
DESIGN<br />
WSDL<br />
GENERATION<br />
CODE TEMPLATES<br />
IDM.ras<br />
Analysis Process Model<br />
Improved WSDL<br />
generator<br />
55 new Transactional<br />
Services<br />
2 new Components<br />
48 new Collaboration<br />
Diagrams<br />
28 new Types in Structural<br />
Components<br />
© 2007 <strong>IBM</strong> Corporation<br />
62
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
What’s new content in Insurance Service Model v8.0 – at a glance<br />
• Based on <strong>IAA</strong> APM v8 Risk Management extensions, in line with Industry<br />
<strong>Models</strong> SOA Roadmap, identification of service c<strong>and</strong>idates underlying<br />
automatable non-interruptible Business Activities<br />
Functional organization similar to APM, along 2 axes:<br />
• New risk type:<br />
– Financial Risk<br />
– Operational Risk<br />
– Market Risk<br />
• Business Function<br />
– Risk Policy Management<br />
– Risk Assessment <strong>and</strong> Mitigation<br />
– Risk Reporting <strong>and</strong> Review<br />
© 2007 <strong>IBM</strong> Corporation<br />
63
<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IAA</strong> IDM v8.0 Risk Related Components<br />
• 2 new components to h<strong>and</strong>le Risk Management<br />
Enterprise Risk Management Transactional Component<br />
• The Enterprise Risk Management component identifies the business<br />
services needed in the context of corporate risk management.<br />
• This includes support for risk policy design, update, enactment of risk<br />
management <strong>and</strong> mitigation activities, assessment of risk exposures <strong>and</strong><br />
risk reporting.<br />
• The services provided by this component shall assist the company in<br />
setting up efficient <strong>and</strong> effective risk management procedures <strong>and</strong> comply<br />
with regulatory requirements.<br />
Enterprise Risk Structural Component<br />
• Provides services to manage corporate risk including recording risk<br />
reports <strong>and</strong> assessments, creating <strong>and</strong> managing risk policies.<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Improved WSDL/XSD generators<br />
Namespace fields (prefix + suffix)<br />
• No need to post-process files anymore<br />
Type name suffix<br />
• Similar to DTO functionality in IDM2JDM<br />
Enumeration values:<br />
• No conversion to CamelCase anymore<br />
WS-I compliance<br />
• Element added for "ErrorInfo" to the static files<br />
• Generated "ErrorInfo" message updated<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Improved WSDL/XSD generators – cont.<br />
Mapping from IM Datatypes to XSD datatypes is customizable (in a txt file)<br />
• makes it possible to map to customer-specific datatypes (post-processing<br />
needed for imports)<br />
Name abbreviations<br />
• Makes it possible to align names with those produced by IDM2JDM<br />
Implied Realization<br />
• “best implements” implies “realizes”<br />
Miscellaneous<br />
• Better validation of component dependencies<br />
• Last message box shows location of error log<br />
• Selects by default the previously used target folder<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
v8.0 Tooling Update<br />
New set of bridges v3.0.0.0 is available.<br />
MMM – MS Access DB<br />
v2003<br />
MMM.mdb<br />
Requirement Model<br />
‣Business Terms<br />
‣APM<br />
Websphere Business Modeler<br />
v6.0.2.1<br />
APM.xml<br />
Rational Software Modeler v7<br />
•Industry <strong>Models</strong> RSA support package<br />
provides the IMA profile (no need to load it<br />
as a project).<br />
•RSA 7 improvements, such as creating<br />
Object Diagrams<br />
BOM<br />
IDM<br />
APM.ras<br />
BOM.ras<br />
IUC.ras<br />
IDM.ras<br />
JDM.ras<br />
ARIS Toolset<br />
v7<br />
APM.adb<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Agenda<br />
• <strong>IAA</strong> SOA v8.0 Model: What is the current regulatory compliance<br />
challenge facing Insurers?<br />
• What’s new in Insurance Analysis Process Model ?<br />
• What’s new in Insurance Business & Service Model ?<br />
How to improve integration with <strong>IBM</strong> Master Data Management products ?<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IBM</strong> Master Data Management Customer Data Integration (CDI) Overview<br />
• Customer Data Integration (CDI) manages<br />
the complete master record for operational<br />
customer<br />
Wireless<br />
Self-service<br />
Customer<br />
Call Center<br />
Distributor<br />
• Capable of being the system of record – full<br />
transaction processing <strong>and</strong> business logic<br />
capabilities<br />
Web Self-<br />
Service<br />
IVR<br />
Self-service<br />
• Provides accurate <strong>and</strong> complete customer<br />
data to all operational business processes<br />
that require customer data<br />
• Improved <strong>and</strong> differentiated customer service<br />
• Increased revenue via improved cross-selling<br />
<strong>and</strong> event management<br />
• Ability to persist ‘new’ customer data such as<br />
privacy preferences, events, <strong>and</strong> multichannel<br />
interactions<br />
• Regulatory compliance<br />
Real Time<br />
Analytics<br />
ERP<br />
New<br />
System<br />
Data<br />
Warehouse<br />
Financials<br />
Product<br />
Billing<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IBM</strong> Master Data Management Customer Data Integration (CDI)<br />
Overview – cont.<br />
• <strong>IBM</strong> MDM CDI is the most comprehensive service-oriented business<br />
application for CDI<br />
Significant out of the box functionality<br />
480+ business services<br />
Packaged business logic components with pre-configured business<br />
rules/logic<br />
Contains business applications to manage CDI processes – such as data<br />
stewardship <strong>and</strong> batch file processing<br />
• MDM CDI has the most comprehensive integration capabilities of any<br />
CDI solution <strong>and</strong> is able to integrate with your existing systems <strong>and</strong><br />
interfaces<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IBM</strong> MDM CDI – <strong>IAA</strong> Integration<br />
• MDM CDI acting as source system (System Of Record) for Party<br />
domain for <strong>IIW</strong>-based datawarehouse<br />
BOM extended to include information from MDM CDI<br />
• Minor extensions around Party <strong>and</strong> Contact Preferences (Addresses,<br />
Electronic Addresses, etc)<br />
• MDM CDI acting as back-end system implementing <strong>IAA</strong> services<br />
<strong>IAA</strong> APM, BOM <strong>and</strong> IDM extended to include “Duplicate Suspect<br />
Processing” services:<br />
Data quality processes related to the detection <strong>and</strong> resolution of “duplicate”<br />
records in the Party area<br />
– Data cleansing<br />
– Data stewardship<br />
– Data survivorship<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
<strong>IBM</strong> MDM CDI – <strong>IAA</strong> Integration – at a glance<br />
APM<br />
BOM<br />
IDM<br />
APM.xml<br />
Analysis Process Model<br />
Analysis BOM.ras Process Model<br />
Analysis IDM.ras Process Model<br />
3 new Business Processes<br />
11 new Business Activities<br />
8 new Types<br />
9 new Service Use Cases<br />
7 new Types<br />
9 new Transactional<br />
Services<br />
Service signature aligned with MDM CDI services<br />
to accelerate integration.<br />
© 2007 <strong>IBM</strong> Corporation<br />
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<strong>IBM</strong> Software Group Industry <strong>Models</strong> <strong>and</strong> Assets<br />
Summary - Benefits provided by <strong>IBM</strong> Insurance Analysis Process Model<br />
• The process analysis is performed from<br />
an enterprise-wide perspective. The<br />
resulting processes are not biased by the<br />
concerns of a particular product,<br />
organisation unit, delivery channel, or<br />
development effort.<br />
• The analysis time for a given process is<br />
dramatically reduced.<br />
• The models support a complete path from<br />
requirements gathering, through detailed<br />
object analysis, to the design of services<br />
architecture.<br />
• The 284 re-usable business process<br />
flows as input for process analysis.<br />
• The 964 re-usable business activities<br />
lead to greater levels of identification of<br />
reuse.<br />
• The structure, naming, <strong>and</strong> approach are<br />
defined consistently to support<br />
communication <strong>and</strong> more efficient<br />
development.<br />
© 2007 <strong>IBM</strong> Corporation<br />
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