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BI Reporting Tool <strong>Implementation</strong> ___________________________________________________________ 1.6.7.8 What do I need to do when the life assured becomes a major?....... 12 1.6.7.9 Can I change the date of birth after the free look period? If yes, what are the documents required?................................................... 13 1.6.7.10 When does a policy lapse?............................................................. 13 1.6.8 Surrender/Partial withdrawal/Assignment………………………………………. 13 1.6.8.1 Can I surrender my policy?............................................................... 13 1.6.8.2 What do I need to do to surrender my policy?.................................. 13 1.6.8.3 What is partial withdrawal?............................................................... 13 1.6.8.4 What are Top-ups?........................................................................... 13 1.6.8.5 What is ‘transfer’ or ‘assignment’ of a life insurance policy?............. 13 1.6.8.6 Can I assign a policy?....................................................................... 14 1.6.8.7 How do I assign a policy or transfer a life insurance policy?............. 14 1.6.8.8 Is assignment allowed on all the insurance plans?........................... 14 2.0 Management Information System…………………………………………………………………. 14 2.1 What is MIS?...................................................................................................... ……... 14 2.1.1 Background…………………………………………………………………..……………. 15 2.1.2 Definition…………………………………………………………………………… 15 3.0 System Overview..................................................................................................................... 16 3.1 DataWareHouse…………………………………………………………………………….. 17 3.1.1 Introduction to DW……...……………………………………………………….… 17 3.1.2 Strategy to load Data from Intermediary to WareHouse…………………..….. 17 3.1.2.1 General Dataflow……………..…………………………………………. 17 3.1.4 Primary Key Tables……………………......……………………………………… 19 3.1.5 Non-Primary Key Tables…………………...…………………………………….. 20 3.2 Other Source Systems………………………………....…………………………………… 21 3.3 Downstream Applications............................................................................................. 21 4.0 Business Intelligence Tools………………….………………..…...………………………………. 22 4.0.1 BARC BI SURVEY 10 – The Customer Verdict…..….………………………………… 23 4.0.1.1 Research Methodology……………………….………………………………… 23 4.0.1.2 Key Findings and Highlights………………..………………………………..… 24 4.1 BI TOOLS : QlikView………………………………………..………………………………. 26 4.1.1 Qlikview : Overview……………………………………………………………….. 27 4.1.2 Qlikview Experience……………………………………………………………… 28 4.1.2.1 Qlikview Experience : Salient Features………………………………. 28 4.1.2.2 Qlikview Experience : Why it is a must have?................................... 33 4.1.2.3 Qlikview Experience : May be it isn’t always so great………………. 34 4.1.3 Components of Qlikview Business Discovery Platform...…………………….. 36 4.1.3.1 Qlikview Desktop………………………………………………………... 37 4.1.3.2 Qlikview Server (Qvs)…………………………………………………... 37 4.1.3.3 Qlikview Publisher ……………………………………………………… 38 4.1.4 Qlikview Users………………………………………………………………..……. 38 4.1.5 QlikView Working Procedure……………………………………….……………. 39 4.2 Qlikview Deployment………………………………………………………………………... 40 4.2.1 Architecture Overview……………………………………………….……………. 40 4.2.2 Demilitarized Zone………………………………………………………………… 42 4.2.3 Hardware Specifications………………………………………………………..… 43 4.2.4 Security Arrangements…………………………………………………………… 43 4.2.4.1 Authentication…………………………………………………………… 43 4.2.4.2 Loop And Reduce……………………………………………………… 44 4.2.4.3 Section Access………………………………………………………….. 44 5.0 QlikView Projects……………………………………………………………………………………. 46 5.1 Surrender and Retention…………………………………………………………………… 47 __________________________________________________________________________ Arpan Ganguly
BI Reporting Tool <strong>Implementation</strong> ___________________________________________________________ 5.1.1 Overview…………………………………………………………………………… 47 5.1.2 Data Sources……………………………………………………………………… 48 5.1.3 Data Model………………………………………………………………………… 48 5.1.4 Final Reports on Qlikview : Surrender Dashboard………………….…………….. 49 5.2 Out-Bound Calls…………………………………………………………………………….. 52 5.2.1 Overview…………………………………………………………………………… 52 5.2.2 Data Sources……………………………………………………………………… 53 5.2.3 Data Model………………………………………………………………….……... 53 5.2.4 Final Reports on Qlikview: Out-Bound Calls Dashboard…………………….……. 54 5.0 References…………………………………………………………………………………………… 58 LIST OF FIGURES FIG 1.0:Systems overview............................................................................................................ 16 FIG 2.0:General Data Flow…........................................................................................................ 18 FIG 3.0:Gartner’s Magic Quadrant…………………………………………………………………….. 22 FIG 4.0:BARC BI SURVEY 10 – Results ……………………………………………………………... 25 FIG 5.0:Traditional Relationships against Qliktech’s Associative model………………………….. 30 FIG 6.0:Sample Qlikview Dashboard………………………………………………………………….. 32 FIG 7.0:Typical Deployment Architecture for Qlikview………………………………………………. 36 FIG 8.0:Components of Qlikview………………………………………………………………………. 37 FIG 9.0:Qlikview Architecture…………………………………………………………………………... 41 FIG 10.0:DMZ Architecture……………………………………………………………………………... 42 FIG 11.0:System Specifications………………………………………………………………………... 43 FIG 12.0:Loop N Reduce………………………………………………………………………………. 45 FIG 13.0:Qlikview Section Access Data Level Security……………………………………………... 46 FIG 14.0:QlikView Dashboard Selection tray............................................................................... 46 FIG 15.0:Data Model for Surrender and Retention....................................................................... 48 FIG 16.0:Data Model for Out-Bound Calls.................................................................................... 53 __________________________________________________________________________ Arpan Ganguly
Page 1 and 2: Business Intelligence Reporting Too
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Page 9 and 10: corporate agents and brokers to dis
Page 11 and 12: ICICI Prudential Life Insurance Com
Page 13 and 14: 1.5.1.4 RETIREMENT SOLUTIONS P a g
Page 15 and 16: diverse set of needs that character
Page 17 and 18: and liabilities of the insurance po
Page 19 and 20: your policy. However, your existing
Page 21 and 22: loans. 1.6.8.6 Can I assign a polic
Page 23 and 24: 3.0 SYSTEM OVERVIEW FIG 1.0 : Syste
Page 25 and 26: P a g e | 18 the time at which the
Page 27 and 28: P a g e | 20 the intermediary data
Page 29 and 30: P a g e | 22 from new business prem
Page 31 and 32: P a g e | 24 The charts in this rep
Page 33 and 34: 4.1 BI TOOLS : QlikView P a g e | 2
Page 35 and 36: 4.1.2 QLIKVIEW EXPERIENCE 4.1.2.1 Q
Page 37 and 38: Fast to Deploy, IT Efficient. P a g
Page 39 and 40: Speedy time to value. FIG 6.0 : Sam
Page 41 and 42: 4.1.2.3 QLIKVIEW EXPERIENCE : MAY B
Page 43 and 44: P a g e | 36 possible but even with
Page 45 and 46: P a g e | 38 AJAX or Mobile) and th
Page 47 and 48: P a g e | 40 The compressed and una
Page 49 and 50: 4.2.2 DEMILITARIZED ZONE 3. After s
Page 51 and 52: P a g e | 44 the call uses an Activ
Page 53 and 54: FIG 13.0 : Qlikview Section Access
Page 55 and 56: 5.1.2 DATA SOURCES Tables Required
Page 57 and 58:
Agent Wise P a g e | 50 A summary o
Page 59 and 60:
Channel wise P a g e | 52 A summary
Page 61 and 62:
5.2.4 Final Reports on Qlikview : O
Page 63 and 64:
Ops Region Summary Ops Region Campa
Page 65 and 66:
6.0 REFERENCES About ICICI Prudenti
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