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Why aggregation/replication

g • B/D centric or rep centric; which provides most

value

• 100 reps vs. 1000 reps‐same data, same needs,

same solutions?

• Home office record keeping

• Data quality

• Independence

KENNETH M. CHERRIER,JD, FLMI - Financial Services Institute

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Why aggregation/replication g • B/D centric or rep centric; which provides most value • 100 reps vs. 1000 reps‐same data, same needs, same solutions? • Home office record keeping • Data quality • Independence 2

Challenges • Managing the process – Data security – Security testing – What’s needed, what’s not • Complex and changing record layouts • Transaction code mapping • Problem resolution 3

Page 1: Data Aggregation, Challenges and So
Page 5 and 6: Outside Data Aggregation g • Life
Page 7: Data Quality Rules Criteria: Rule I

Data Aggregation, Challenges and Solutions - Financial Services ...

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