Capabilities Overview 20100414 V1

Information Management Solutions

Discussion Document

Agile Information Management | 2© 2010 Agile Technologies, LLC

Agenda

Review Meeting Objectives

Agile Projects

Information Management Practice • Data Warehousing• Business Intelligence• Data Integration• Advanced Analytics• Data Governance

Next Steps

Information Management

Agile Projects March 2010


Who we are …

Agile Technologies is a nimble, aggressive, consulting firm focused on improving our clients’ businesses by bringing together deep insurance industry experience, the flexibility to build partnership-based engagement teams and technology expertise.

Since our founding early in 1997 we believe a critical success factor to achieving breakthrough bottom line results for our clients is understanding their businesses and the difference they are going to make in their markets. We know successful technology investments help them achieve those goals.

Our firm’s commitment to client success is demonstrated by our seasoned professionals’ industry experience, knowledge of the technology landscape in the insurance industry and long history of successful projects.

We are committed to helping our clients stay at the forefront of rapid industry changes by helping them develop new markets and creating new efficiencies and capabilities for their organizations.

Our Mission is to build long-term, durable

relationships with our clients that continually

deliver improved business results from their investments in

technology, business processes and

communications.


Mergers, Acquisitions, Affiliations and New Players Margin Pressure

Global Marketplace

Changing Regulatory and Compliance Environment

New Products and Services

Customer Needs Clear Answers and Partners They Know

Broker/Wholesaler/Agency Support, Compensation, Licensing & Education

Business Dynamics Creating Opportunities to Differentiate


Technology Solutions Making a Bottom Line Impact

Improve Process Efficiency

Reduce time to market into Custom Development Efforts

Reduce Risks (Implementation and Changes)

Increase Management Controls

Accelerate Program Introduction, Training and Support

Improve Customer Satisfaction (Quality time with clients)

Drive Technology ROI (Software and Hardware)

Enhance Systems Flexibility and Reporting


Agile Technologies’ Value Proposition In Action

Industry Knowledge – Our teams consist of industry professionals that understand, have managed and improved all elements of property & casualty insurance businesses.

Experienced Professionals – The mix of professionals that service our insurance clients have decades of experience in both the insurance business and the specific technologies used by our clients.

Outcome Focused Project Teams – Our standard engagement approach establishes focused objectives at the outset of each effort and project . This is a critical component in our project methodology and will drive the teams toward the critical project objectives.

Hands-on Executive Leadership – The entire executive team has extensive experience in insurance and is involved in every engagement.

Demonstrated Flexibility in Approach – Our approach positions our clients for success using blended teams.


DEFINE Current

Environment

DEFINE New

Environment

BUILDRoadmap

To Get There

BUILD New

Environment

LEVERAGENew

Environment

Validate and understand objectives

Establish As-Is

Identify areas of strengths and improvement

Ask Why? Gain buy-in

Analyze key differentiators

Business strategy

Operating objectives

Develop picture of To Be environment

Link technology with business priorities and aggressive improvement processes

Evaluate gap

Current condition of systems and information

Vision of where the business requires technology

Lay out the road map to realize the benefits of the technology investment

Maximize profit impact

Maximize growth impact

Turn the Vision into reality

Successful project management

Communication

Control

Transformation

Organization

People

Installation

Continuous advancement

Aggressively manage the realization of the value proposition

Manage reliability and availability

Reduce operating costs

Lessons Learned

Cross-Implement

ASSESSMENTVISIONING

GAP ANALYSISIMPLEMENTATION

BENEFITS REALIZATION

An Engagement Approach To Maximize Your Results


Insurance Value Chain Fully Served

Our firm has served every aspect of the insurance value chain We have served every functional area in the insurance business life cycle We have a history of success in providing innovative technical solutions for complex business

process challenges

InsuranceCarriers

RRGsSelf Insureds

ReinsurersCaptives

BondsSyndicate

Agents Producers

BrokersDirect

Risk Distribution Indemnification Increase Surplus/ Reduce Exposure

Cash and Disbursements

Policy

Claims

Business Acquisition

Insureds

Finance, Actuarial and Support


ManagingSuccessful Outcomes

CUSTOM DEVELOPMENT

n Portals

n Web Development

n Application Integration

n System Consolidation

n Offshore Development

BROKERAGE & AGENCY SYSTEMS

Broker / Carrier Integration

CRM

Account Aggregation

Plan Administration Systems

Benefits Communications

INFORMATION DELIVERY

n Data Warehousing

n OLAP Implementation

n Database Conversion

n Data Consolidation & Scrubbing

PROCESSING SYSTEMS IMPLEMENTATION

Mergers & Processing Systems Implementation

Acquisition Planning

Technology Planning

Policy, Claims, Reinsurance

Actuarial

CAT Management

CRM

Financial


Solution Overview


Solutions At-A-Glance

Offering Services

Data Warehousing

StrategyDesignODSImplementationSupport

Business Intelligence

ReportingDashboardsScorecardsAd-hoc AnalyticsTool Selection

Offering Services

Data IntegrationData conversionsEAI, EDI

Advanced Analytics

Cat ModelingAllocationsFraud DetectionPredictive AnalyticsRAROC Calculations

Data Governance & Quality

Data ProfilingData CleansingData Governance


Data Warehousing


Insurance Data Warehouse – Project Components

Innovate

Execute

Realize

Project Initiation

Data Governance

Business Requirements

Database Design

ETL Development

Capacity Planning

Data Balancing & Validation

Data Security

Data Presentation &

BI


Insurance Data Warehouse – Project Flow

DeploymentPlanning and Design

Project Manager


Business Area

Stakeholders

Distribution

Claims

Underwriting

Reinsurance

Finance

Operations

Executive

Stakeholder Interviews

Existing Report Analysis

Project Planning

Data Delivery and Report Design

BI Architect

Data Architect

ETL Architect

Database Design

ETL Specifications

Work Products· Business Requirements – Signed off

by business users· Business Process Flows· Data Delivery Requirements· Data access and adhoc reporting

requirements

Work Products· Project Plan and Deliverables· Data Warehouse Architecture and

Design· ETL Process Definition and

Design· Report Specification and Data

Delivery Design

Development

ETL Developers

Data Architect

ETL Development

Physical Database Development

BI / Report Developers


Work Products· ETL Process· Physical Database· Reports, Dashboards and

Scorecards· Completed Unit Testing· Data Validation and Balancing

Routines

Testing and Balancing

Test Analysts

Data Balancing and

Validation

Work Products· Validated Data· Data balanced to

source· Validated Reports

Data Consumers

Business Users

Work Products· Loaded

DW· Reports· Dash-

boards


Insurance Data Warehouse – Project Initiation

Laying the ground work for your data warehouse project is essential to success. As your data warehouse development partner, Agile Technologies will assist with the project initiation and accomplishing the following goals:

• Establish project timelines and deliverables• Define expected benefits of the project and definition of success• Establish overall scope for the project• Appoint a steering committee to oversee project decisions, establish priorities and develop

an adoption strategy • Appoint an executive sponsor• Establish a status reporting process• Expose the business community to the overall project• Establish budget guidelines for the project

Agile Technologies’ Data Warehouse Execution Framework

Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Insurance Data Warehouse – Data Governance

You must understand the quality of your data and develop a plan to cleanse and maintain the data in the operational systems. The quality of the information presented from the data warehouse can only be as good as the data which is sourced into it. Some data can be cleansed in the ETL process however some data may require manual cleanup in the source systems.

• Profile your operational data to determine what (if anything) needs to be done• Establish a data governance and quality team to make decisions on cleansing data• Establish a plan to maintain clean data in your operational systems• Establish data ownership by the business user community• Develop plans to cleanse data via routines in your ETL process


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Data Profiling – Better Understanding Your Data Today


Insurance Data Warehouse – Business Requirements

Work with the business community to establish formal business requirements. This will provide the information necessary to develop the data design which will service the needs of the business community and identify things such as:

• Business Data / Source Systems• Operational systems (Policy, Claims, Billing, Finance etc.)• Spreadsheets• External Data

• Key Performance Indicators (KPIs)• Data granularity• Load frequency• Security• Data delivery and reporting requirements

• How do the business users want the data presented?• Target user groups


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Insurance Data Warehouse – Database design

A data warehouse should be designed to service the needs of the business. Proper database design will be extensible and flexible to allow for growth and expansion as your business evolves. Agile Technologies can customize our proven insurance standard data models to meet your specific business needs.

• Dimensions – Informational data which will provide the means by which data will be segmented, such as:• Product Attributes (ASL, Subline, Program)• Geography Attributes (State, County, Rating Territory, Zip)• Coverage Attributes (Coverage, Limits, Deductibles)• Risk Attributes (Risk Class, Location, Sub location)• Distribution Channel Attributes (MGA, Retail Agents, Direct)

• Facts – Statistics which measure the performance

of your business or operation.• Premiums (Direct, Ceded, Assumed, Net)• Losses (Paid, Expense, Reserve, Incurred, IBNR)• Exposure (Basis and Units)• Ratios (Loss, Expense, LAE, Combined)

Agency_Dim

Agency_Dim_ID: int IDENTITY

Agency_Number: varchar(6) NULLBranch_Number: char(2) NULLCompany_Number: int NULLAgency_Name: varchar(60) NULLAgency_Principal_Name: varchar(36) NULLAgency_Formal_Name: varchar(50) NULLAgency_Informal_Name: varchar(36) NULLAgency_Salutation: varchar(5) NULLDcorp_Indicator: char(1) NULLTax_ID: varchar(9) NULLDate_Purchased: datetime NULLAgency_Address_1: varchar(36) NULLAgency_Address_2: varchar(36) NULLAgency_City: varchar(25) NULLAgency_State: varchar(2) NULLAgency_Zip_5: varchar(5) NULLAgency_Zip_4: varchar(4) NULLAgency_Area_Code: varchar(3) NULLAgency_Phone_Number: varchar(12) NULLAgency_Fax_Area_Code: varchar(3) NULLAgency_Fax: varchar(12) NULLAgency_County: varchar(50) NULLAgency_Website: varchar(70) NULLMain_Agent_Phone_Number: varchar(12) NULLAgency_Establish_Date: datetime NULLAgency_Owned_By: varchar(6) NULLAgency_Latitude: varchar(20) NULLAgency_Longitude: varchar(20) NULLRegion: varchar(20) NULLAgency_Class_Code: varchar(5) NULLAgency_Class_Description: varchar(30) NULLCancel_Date: datetime NULLEffective_Date: datetime NULLAgent_Taxable_Indicator: char(1) NULLAgency_Status_Description: char(20) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Class_Dim

Class_Dim_ID: int IDENTITY

Class_Code: varchar(6) NULLClass_Description: varchar(50) NULLModule_Number: int NULLClass_Group: varchar(75) NULLRating_Group: varchar(50) NULLOLTMC_Indicator: varchar(30) NULLSIC_Code: varchar(50) NULLSIC_Description: varchar(50) NULLNAICS_Code: varchar(50) NULLNAICS_Description: varchar(50) NULLA_Rated_Indicator: char(1) NULLProp_IAG1: varchar(5) NULLProp_IAG2: varchar(5) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULL

Company_Dim

Company_Dim_ID: int IDENTITY

Company_Name: varchar(50) NULLCompany_Number: tinyint NULLCompany_Abbreviation: varchar(6) NULLTax_ID: varchar(11) NULLCompany_PO_Box: varchar(20) NULLCompany_Address_1: varchar(50) NULLCompany_Address_2: varchar(50) NULLCompany_City: varchar(30) NULLCompany_State: varchar(2) NULLCompany_Zip_5: char(5) NULLCompany_Zip_4: char(4) NULLAM_Best_Code: varchar(10) NULLISO_Report_Number: varchar(4) NULLISO_Group_Number: varchar(4) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Date_Dim

Date_Dim_ID: int IDENTITY

Date_Dt: datetime NOT NULLYear_Yr: smallint NOT NULLQuarter_Number: tinyint NOT NULLMonth_Number: tinyint NOT NULLMonth_Description: varchar(9) NOT NULLWeek_No: tinyint NOT NULLDay_No: tinyint NOT NULLYear_Month: int NOT NULLYear_Quarter: varchar(9) NOT NULLLinear_Day: smallint NOT NULLDay_Description: varchar(10) NOT NULLWeekDay_Indicator: char(1) NOT NULLCalendar_MonthEnd_Indicator: char(1) NOT NULLHoliday_Indicator: char(1) NOT NULL

Program_Dim

Program_Dim_ID: int IDENTITY

Program_Code: varchar(4) NULLProgram_Description: varchar(50) NULLDepartment_Code: char(3) NULLDepartment_Description: varchar(60) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULL

Retail_Agent_Dim

Retail_Agent_DIM_ID: int IDENTITY

Retail_Agent_Number: int NULLRetail_Agent_Sequence_Number: int NULLEffective_Date: datetime NULLRevised_Date: datetime NULLFirst_Name: varchar(40) NULLLast_Name: varchar(40) NULLCompany_Name: varchar(100) NULLRetail_Agent_Contact: varchar(50) NULLDBA: varchar(100) NULLRetail_Agent_Address_1: varchar(50) NULLRetail_Agent_Address_2: varchar(50) NULLRetail_Agent_City: varchar(35) NULLRetail_Agent_State: varchar(2) NULLRetail_Agent_Zip_5: varchar(5) NULLRetail_Agent_Zip_4: varchar(4) NULLRetail_Agent_Country: varchar(4) NULLRetail_Agent_County: varchar(50) NULLRetail_Agent_Postal_Code: varchar(20) NULLRetail_Agent_Phone_No: varchar(10) NULLRetail_Agent_Fax: varchar(10) NULLRetail_Agent_E_Mail: varchar(100) NULLRetail_Agent_Web_Address: varchar(100) NULLRetail_Agent_Latitude: varchar(20) NULLRetail_Agent_Longitude: varchar(20) NULLSpecial_Investigation_Unit_Indicator: char(1) NULLBlacklist_Indicator: char(1) NULLMchd_hhld_id: int NULLMchd_indv_hhld_id: int NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Policy_Agg

Post_Date_ID: int NOT NULL (FK)Company_Dim_ID: int NOT NULL (FK)Agency_Dim_ID: int NOT NULL (FK)Retail_Agent_DIM_ID: int NOT NULL (FK)Policy_Program_ID: int NOT NULL (FK)Primary_Casualty_Class_ID: int NOT NULL (FK)Primary_Property_Class_ID: int NOT NULL (FK)Primary_Auto_Class_ID: int NOT NULL (FK)Casualty_IAG_ID: integer NOT NULL (FK)Property_IAG_ID: integer NOT NULL (FK)Auto_IAG_ID: integer NOT NULL (FK)Brokerage_Binding_ID: integer NOT NULL (FK)Insured_State_ID: int NOT NULL (FK)

Policies_Inforce: integer NOT NULLRenewal_Policies_Written: integer NOT NULLRenewal_Policies_Processed: integer NULLRenewal_Written_Premium: integer NOT NULLNew_Policies_Written: integer NOT NULLNew_Policies_Processed: integer NULLNew_Written_Premium: integer NOT NULLTotal_Policies_Written: integer NOT NULLTotal_Policies_Processed: integer NULLTotal_Written_Premium: integer NOT NULLNonrenewals: integer NOT NULLPolicies_Flat_Cancelled: integer NOT NULLPolicies_Company_Cancelled: integer NOT NULLPolicies_Insured_Cancelled: integer NOT NULL

IAG_Dim

IAG_ID: integer IDENTITY

IAG: varchar(20) NULLIAG_Description: varchar(40) NULL

Brokerage_Binding_Dim

Brokerage_Binding_ID: integer IDENTITY

Brokerage_Binding_Submit: varchar(50) NOT NULLBrokerage_Binding: varchar(50) NOT NULL

State_Dim

State_ID: int NOT NULL

State_Code: varchar(2) NOT NULLState: varchar(50) NOT NULLaud_id: char(5) NOT NULLrcd_crt_ts: datetime NOT NULLrcd_updt_ts: datetime NOT NULLlkp_surr_id: int NOT NULL


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Insurance Data Warehouse – ETL Design and Development

The ETL process will move data from source systems into the data warehouse. The process may include staging databases to control the flow of data and provide points of audit in the process.


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning

UsersSource System(s)

Policy

External

Other Operational

Systems

Claims

Metadata Management

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Pre

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Use

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ET

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Ex

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Audit Log

Audit #1 Audit #3Audit #2Notification

Co

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Raw StagingReinsurance

Staging

Data Mart

Data Mart

Data Marts

Data Mart

Ga

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1

Ga

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2

ET

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Warehouse

Co

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Notification

Ga

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Audit #4

Ga

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Data Marts

Data Mart

Warehouse


Insurance Data Warehouse – Data Validation and Balancing

Proper data validation and balancing will ensure the data in the data warehouse is a complete and accurate representation of your business and its performance. Data should be balanced back to the source systems at multiple levels. Creating a simple balancing matrix will provide a comprehensive set of audit documentation along with transactional audit logs systematically generated during the ETL Process.


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning

Metric

Net Written Premium

Ceded Premium

Assumed Premium

Direct Written Premium

Source

$15,000,000

$10,000,000

$2,500,000

$25,000,000

Target

$16,000,000

$9,000,000

$2,500,000

$25,000,000

Variance

$1,000,000

$1,000,000

0

0


Insurance Data Warehouse – Security and Presentation / BI

Security• A data warehouse contains data which may be sensitive in nature. Proper data security

is required to ensure data is only viewed or accessed by those authorized to consume the data.

Presentation / Business Intelligence• The data in a data warehouse can be presented to the users in the form of reports,

graphs, charts, scorecards or dashboards. These tools can be evaluated based on their data presentation capabilities, performance, and compatibility with selected database platforms. Self-service capabilities must also be considered in selecting which tool is right for your organization. A BI Tool can allow you to easily identify and analyze trends in your business, measure progress to plans and send alerts based on conditions in your business.


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Insurance Data Warehouse – Capacity Planning

Capacity Planning• Data in a data warehouse is often denormalized and should be designed for efficient

reporting. The denormalization of the dimensions creates a large data store which requires proper capacity planning. Understanding the expected volume of data within your data warehouse will facilitate hardware requirements, database design requirements (partitioning, indexing, aggregate tables) and load execution timeframes.

Contract COUNT 400000 20 Years 30 Years

Table Name

MAX Row Length in Bytes Factor

Static Rows Fiscal? AS OF? Rows Data Size Rows Data Size

Bridge_GAAP_Loss_Reserve_Scenario 17 3 N Y 42,000,000 714,000,000 42,000,000 714,000,000Bridge_Reinsurance 92 3 Y Y 10,080,000,000 927,360,000,000 15,120,000,000 1,391,040,000,000Dim_Rating 48 20 20 960 20 960Dim_Employee 154 200 200 30,800 200 30,800Dim_Contact 154 5,000 5,000 770,000 5,000 770,000Dim_Fitch_Rating 48 20 20 960 20 960Dim_FO 1242 1 400,000 496,800,000 400,000 496,800,000Dim_GAAP_Loss_Reserve_Scenario 36 3 N Y 42,000,000 1,512,000,000 42,000,000 1,512,000,000Dim_Issue 54 0.25 100,000 5,400,000 100,000 5,400,000Dim_Moody_Rating 48 20 20 960 20 960Dim_Party 70 5,000 5,000 350,000 5,000 350,000


Project Initiation

Data Governance


Database Design

ETL Development


Data SecurityData

Presentation & BI

Capacity Planning


Data Models

March 2010


Agile Insurance Data Models

Benefits• Quick start on development of Insurance Data Warehouse environment• Benefit from experience of many Agile Data Warehouse implementations• Expedite maturity of data warehouse and analytics that can be generated• Property & Casualty Insurance• Technology Independent• Business Process Independent

Uses• Normalized (Staging, ODS)• Dimensional (Data Marts, End-User Analytics)

Cost• Included as part of Agile implementation services• One example of numerous collateral framework components Agile leverages as

part of its substantial experience base


Agile Insurance Data Models

Line of Business• Personal

• Auto• Homeowners & Dwelling Fire

• Commercial (Admitted and Non-Admitted)• Commercial Property• Commercial Liability• Commercial Auto• Program Business• Surety

Subject Areas• Quote• Policy• Claims• Billing• Reinsurance• Distribution Channels• Forecast / Plan


Normalized Insurance Data Model

FAC_TRANSACTION

Fac_Layer_No (FK)Fac_Group_No (FK)Fac_Plan_No (FK)Fac_Office_No (FK)Fac_Company_No (FK)Trans_Type_ID (FK)Fac_Type_No (FK)Fac_Detail_ID (FK)

AmountTrans_DateReport_Date

FAC_TYPE

Fac_Type_No

Type_Desc

FORMS

Form_NoEdition

Edition_DateForm_Eff_DateForm_Exp_Date

INSPECTION_COMPANY

Inspection_ID

Inspection_CompanyInspection_Addr1Inspection_Addr2Inspection_CityInspection_StateInspection_ZipInspection_Zip_4Inspection_Area_CodeInspection_Phone

INSPECTION_TRANSACTION

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Inspection_ID (FK)Trans_Seq_NoTransaction_Date

Amount

INSURED

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Insured_ID

Insured_CodeInsured_Company_NameInsured_Entity_TypeInsured_DBAInsured_DOBInsured_PhoneInsured_FaxInsured_EmailInsured_WebsiteInsured_Addr1Insured_Addr2Insured_CityInsured_StateInsured_CountyInsured_Zip_5Insured_Zip_4Insured_CountryBankruptcySpecial_InvestigationCollectionsInsured_Postal_CodeInsured_LatitudeInsured_LongitudeInsured_First_NameInsured_MIInsured_Last_NameInsured_Tax_ID_SSNInsured_Drivers_LicenseInsured_Area_Code

LOSS_PAYEE

Loss_Payee_Tax_ID

Payee_IndLoss_Payee_NameLoss_Payee_Addr1Loss_Payee_Addr2Loss_Payee_CityLoss_Payee_StateLoss_Payee_Zip_5Loss_Payee_Zip_4Loss_Payee_CountryLoss_Payee_Postal_CodeLoss_Payee_Area_CodeLoss_Payee_PhoneLoss_Payee_Fax

POLICY_FORMS

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Form_No (FK)Edition (FK)

PROGRAM

Program_Code

Program_GroupProgram_Desc

PROPERTY_COVERAGE

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)Building_ID (FK)LOB_No (FK)Class_Code (FK)Coverage_Code (FK)

Coverage_NoCoverage_Eff_DateCoverage_Exp_DateCommission_RateDeductible_AmountExposure_BaseExposure_IDException_CodesCoinsurance_PctTreaty_CodeCrime_Form_CodeBoiler_Mach_Equip_CodeProperty_FormACV_RCPremiumCoverage_Minimum_PremiumSIR_Amount

PROPERTY_SUBLINE

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)LOB_No (FK)Risk_Location_ID (FK)Building_ID (FK)Class_Code (FK)Coverage_Code (FK)Subline_Code (FK)

ASL_Code (FK)

PROPERTY_TRANSACTIONS

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)LOB_No (FK)Risk_Location_ID (FK)Building_ID (FK)Class_Code (FK)Subline_Code (FK)Coverage_Code (FK)Trans_Type_ID (FK)Trans_Event_ID (FK)Trans_Seq_NoTrans_Date

AmountEff_Date

QUOTE

Quote_ID

Renew_Company_NoInspection_RequiredQuote_DateRenew_Policy_SymbolRenew_Policy_NumberRenew_Policy_Suffix

QUOTE_AGENT

Quote_ID (FK)Agency_No (FK)Branch_No (FK)

Date_ReceivedContactLast_Quote_DateQuote_Eff_Date

QUOTE_COVERAGE

Coverage_IDQuote_ID (FK)

PremiumReinsuranceCoverage_Added_dateCoverage_Bound_DateAuto_Diary_Entry_IDType_IDQuote_Coverage_Inception_DateQuote_Coverage_Eff_DateRisk_Summary_CompletedPolicy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Company_No (FK)

QUOTE_COVERAGE_AGENT

Coverage_ID (FK)Quote_ID (FK)Agency_No (FK)Branch_No (FK)

UnderwriterHigh_Water_StatusStatus_ID (FK)Transaction_Date

QUOTE_STATUS

Status_ID

Status_Desc

ACCOUNT

Account_ID

Account_CodeAccountholder_NameAccount_Entity_TypeAccount_DBAAccount_DOBAccount_Addr1Account_Addr2Account_CityAccount_StateAccount_CountryAccount_Zip_5Account_Zip_4Account_Area_CodeAccount_PhoneAccount_FaxBankruptcySpecial_InvestigationCollectionsAccount_Postal_CodeAccount_Tax_ID_SSNAccount_Drivers_LicenseAccount_EmailAccount_WebsiteAccount_LatitudeAccount_LongitudeNAICS_CodeSIC_Code

ANNUAL STATEMENT LINE

ASL_Code

Property_CasualtyASL_Desc

AUTO_COVERAGE

Vehicle_ID (FK)Coverage_IDCompany_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)

Cov_Eff_DateCov_Exp_DatePIP_Rating_IDWritten_PremiumAuto_Deductible_ID (FK)Auto_Limit_ID (FK)Subline_Code (FK)Class_Code (FK)

AUTO_DEDUCTIBLE

Auto_Deductible_ID

Auto_Deductible

AUTO_LIMITS

Auto_Limit_ID

Auto_Limit

AUTO_TRANSACTIONS

Vehicle_ID (FK)Coverage_ID (FK)Trans_Type_ID (FK)Trans_Seq_NoTrans_DateCompany_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)

AmountEff_Date

BUILDING

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)Building_ID

Building_NoWind_Hail_IndicatorExposure_BaseConstruction_TypeRating_IDClass_LimitBCEGRate_Group_CodeConstruction_YearNo_Of_FamiliesHazard_GroupPrimary_Secondary

CASUALTY_COVERAGE

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)LOB_No (FK)Class_Code (FK)

Coverage_NoCoverage_Eff_DateCoverage_Exp_DateCommission_RateTreaty_CodeDeductible_AmountExposure_BaseIncludes_ProCoSupp_Pay_Ded_IndRating_IDExposure_IDPolicy_Retro_DateGen_Agg_LimitProCo_Agg_Limit_AmtPIAI_AmtFireDam_Limit_AmtMedExp_Limit_AmtClmsOcc_Limit_CodeLimit_Per_OccurLimits_IDRisk_IDCoverage_Retro_DateCoverage_Rated_TerritoryCoverage_Minimum_PremiumISO_TerritoryRated_TerritorySIR_AmountCoverage_Code (FK)

CASUALTY_SUBLINE

Class_Code (FK)Subline_Code (FK)LOB_No (FK)Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)

ASL_Code (FK)

CASUALTY_TRANSACTIONS

Class_Code (FK)Subline_Code (FK)Trans_Type_ID (FK)Trans_Event_ID (FK)Trans_Seq_NoTrans_DateLOB_No (FK)Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)

AmountEff_Date

CLASS

Class_Code

ISO_Class_DescISO Class GroupISO Rating GroupOLTMC_IndSIC_Code (FK)NAICS_Code (FK)A_Rated_Ind

COVERAGE_CODES

Coverage_Code

Coverage_Desc

FAC_COMPANY

Fac_Company_No

Fac_Company_Name

FAC_DETAIL

Fac_Layer_No (FK)Fac_Group_No (FK)Fac_Plan_No (FK)Fac_Office_No (FK)Fac_Company_No (FK)Fac_Type_No (FK)Fac_Detail_ID

Commission_RatePct_Ceded

FAC_GROUP

Fac_Group_No

Total_PremiumGroup_Eff_DateGroup_Exp_DateCompany_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)

FAC_LAYER

Fac_Layer_NoFac_Group_No (FK)Fac_Type_No (FK)

Fac_Type_IDStart_LayerEnd_LayerLayer_Eff_DateLayer_Exp_Date

FAC_OFFICE

Fac_Office_NoFac_Company_No (FK)

Fac_Office_ContactFac_Office_Addr1Fac_Office_Addr2Fac_Office_CityFac_Office_StateFac_Office_ZipFac_Office_Zip4Fac_Office_CountryFac_Office_CountyFac_Office_Postal_CodeFac_Office_Area_CodeFac_Office_PhoneFac_Office_FaxFac_Office_EmailFac_Office_Website

FAC_PLAN

Fac_Plan_NoFac_Office_No (FK)Fac_Company_No (FK)

Plan_DescPlan_Eff_DatePlan_Exp_DateCommission_Rate

AGENT

Agent_CodeAgency_No (FK)Branch_No (FK)

Agent_First_NameAgent_Last_NameAgent_Office_PhoneAgent_CellAgent_FaxAgent_EmailAgent_SSNAgent_DOBAgent_LicenceAgent_Licence_Eff_DateAgent_Exp_Date

SUIT

Suit_No

Disposition_AmtDisposition_DateServed_DateMediation_DateTrial_DateClaim_Suit_Received_DateCase_NoCourt_AssignedCourt_StateDisposition_Type_Code (FK)Suit_Type_Code (FK)Suite_Reason_Code (FK)

STATE_RELATIONSHIP

Company_No (FK)State_Code (FK)

Relationship_TypeEffective_Date

CLAIM_TRANSACTION_ACTIVITY

Claim_Trans_Activity_Code

Claim_Trans_Activity_Desc

PAYEE_ADDRESS

Payee_Address_IDPayment_No (FK)Payee_Address_Type_Code (FK)

Payee_Addr1Payee_Addr2Payee_CityPayee_StatePayee_Zip_5Payee_Zip_4Payee_Postal_CodePayee_Country

PAYEE_ADDRESS_TYPE

Payee_Address_Type_Code

Payee_Address_Desc

CLAIM_ASSOCIATION

Claim_No (FK)Company_No (FK)Associated_Claim_NoAssociated_Company_NoClaim_Association_Type_Code (FK)

CLAIM_ASSOCIATION_TYPE

Claim_Association_Type_Code

Claim_Association_Desc

CLAIM_REOPENED_REASON

Claim_Reopened_Reason_Code

Claim_Reopened_Reason_Desc

AGENCY_BONUS_COMMISSION

Agency_No (FK)Branch_No (FK)Bonus_Commision_Payment_QuarterBonus_Commission_Payment_Year

Bonus_Commission_Amount

AGENCY_PROFIT_COMMISSION

Agency_No (FK)Branch_No (FK)Profit_Commission_Payment_Year

Profit_Commission_Amount

CLAIM_TRANSACTION_STATUS

Claim_Trans_Status_Code

Claim_Trans_Status_Desc

CLAIM_TRANSACTION_TYPE

Claim_Trans_Type_Code

Claim_Trans_Type_Desc

TRANSACTION_EVENT_POLICY

Trans_Event_ID

Trans_Event

SUBLINE

Subline_Code

Subline_Desc

TRANSACTION_TYPE_POLICY

Trans_Type_ID

Trans_Type_Desc

VEHICLE

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)Vehicle_ID

VINVehicle_Model_YearVehicle_MakeVehicle_ModelVehicle_TypeVehicle_CodeVehicle_UseMiles_To_WorkVehicle_SymbolVehicle_StateVehicle_ZipCost_New_CodeTrailer_IndAge_CodeTerritoryPrimary_Driver (FK)

RISK_LOC_LOSS_PAYEE

Loss_Payee_Tax_ID (FK)Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)Building_ID (FK)

Loan_No

RISK_LOCATION

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID

Risk_Addr1Risk_Addr2Risk_CityRisk_StateRisk_Zip_5Risk_Zip_4Risk_CountyRisk_CountryRisk_Postal_CodeRisk_PhoneRisk_FaxISO_TerritoryRated_TerritoryProtection_ClassRisk_Area_CodeRisk_LatitudeRisk_LongitudeHO_FormCrime_IndexBrush_Fire_IndexFlood_ZoneEarthquake_Zone

ACCOUNT_PAYMENT

Company_No (FK)Agency_No (FK)Branch_No (FK)Statement_DateCheck_No

Deposit_DateDeposit_CompanyTrans_DateCheck_AmountGross_AmountReceived_DateAccount_Current_Trans_DateAccount_Current_GrossAccount_Current_Net

ACCOUNT_CURRENT

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Branch_No (FK)Agency_No (FK)Item_NumberSeq_No

Trans_DateTrans_TypeTrans_CodeEff_DateTrans_AmountCommission_RateReport_Date

BOND_COVERAGE

Company_No (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)LOB_No (FK)

Commission_RateBond_PenaltyPremium_RateEff_DateObligee_NameClass_Code (FK)Subline_Code (FK)ASL_Code (FK)

AGENCY_TEAM

Team_ID (FK)Employee_No (FK)Agency_No (FK)Branch_No (FK)

TEAM

Team_ID

DescriptionIRS_Send_CodeTeam_Lead_IDEmployee_No (FK)

JOB_TYPE

Job_Type_Code

Job_Type_Desc

DEPARTMENT

Department_Code

Department_Desc

CLAIM_SUIT_EMPLOYEE

Company_No (FK)Claim_No (FK)Claimant_No (FK)Examiner_No (FK)Suit_No (FK)

CAUSE_OF_LOSS

Cause_of_Loss_Code

Cause_of_Loss_Desc

CLAIM_VENDOR_ADDRESS

Vendor_No (FK)Vendor Address Type Code (FK)

Vendor_Addr1Vendor_Addr2Vendor_CityVendor_StateVendor_Zip_5Vendor_Zip_4Vendor_Postal_CodeVendor_CountryVendor_LatitudeVendor_LongitudeVendor_County

CLAIM_VENDOR

Vendor_No

Vendor_NameDBA_NameVendor_Tax_IDIncorp_IndVendor_Type_Code (FK)

AGENCY_AUTHORIZED_STATE

Agency_No (FK)Branch_No (FK)Company_No (FK)State_Code (FK)

STATE

State_Code

State_Name

AGENCY_BRANCH

Agency_No (FK)Branch_No

Principal_NameAgency_Formal_NameAgency_Informal_NameAgency_DBAAgency SalutationDcorp_User_IndAgency_Tax_IDDate_PurchasedAgency_Addr1Agency_Addr2Agency_CityAgency_StateAgency_Zip_5Agency_Zip_4Agency_CountyAgency_Phone_Area_CodeAgency_Phone_NoAgency_Fax_Area_CodeAgency_Fax_NoAgency_Web_SiteMain_Agent_Phone_NoAgency_Establish_DateAgency_Owned_ByAgency_LatitudeAgency_LongitudeRegion (FK)Agency_Class_Code (FK)

AGENCY_CLASSIFICATION

Agency_Class_Code

Agency_Class_Desc

AGENCY_COMPANY

Agency_No (FK)Branch_No (FK)Company_No (FK)

Cancel_DateEff_DateAgent_Taxable_IndAgency_Status

AGENCY_CONTACT

Contact_ID

Contact_First_NameContact_Last_NameContact_Office_PhoneContact_CellContact_FaxContact_EmailAgency_No (FK)Branch_No (FK)Job_Desc_ID (FK)

AGENCY

Agency_No

Company_Name

AGENCY_PLAN

Agency_No (FK)Branch_No (FK)Plan_YearLOB_No (FK)

New_Business_PremiumTotal_PremiumLoss_RatioAgency_Total_Volume

AGENCY_LEVEL

Agency_No (FK)Branch_No (FK)Level_Year

Agency_Level

CATASTROPHE

CAT_Code

CAT_DescCAT_Begin_DateCAT_End_Date

PROXIMATE_CAUSE_OF_LOSS

Proximate_Cause_Of_Loss_Code

Proximate_Cause_Of_Loss_Desc

CD_CLAIM_TYPE

Claim_Type_Code

Claim_Type_Desc

CD_CONTRACTOR_TYPE

Contractor_Type_Code

Contractor_Type_Desc

CD_COVERAGE_POSITION

Coverage_Position_Code

Coverage_Position_Desc

CD_DEFECT_DEFINITION

Defect_Definition_Code

Defect_Definition_Desc

CD_PROJECT_SIZE

Project_Size_Code

Project_Size_Desc

PAYMENT EXPENSE TYPE

Payment_Expense_Type_Code

Payment_Expense_Desc

PAYMENT_TRANSACTION_TYPE

Payment_Trans_Type_Code

Payment_Desc

POLICY

Company_No (FK)Policy_SymbolPolicy_NoPolicy_Suffix

Policy_Eff_DatePolicy_Exp_DatePolicy_Mail_Addr1Policy_Mail_Addr2Policy_Mail_CityPolicy_Mail_StatePolicy_Mail_Zip_5Policy_Mail_Zip_4Application_DateSystem_Issue_DateBrokerage_Binding_SubmitAudit_FreqMin_Earned_PctCancel_CodeCancel_DatePolicy_Minimum_PremiumWaiver_SubroPolicy_StatusRenew_From_Company_NoRenew_From_Policy_SymbolRenew_From_Policy_NoRenew_From_Policy_SuffixRenew_To_Company_NoRenew_To_Policy_SymbolRenew_To_Policy_NoRenew_To_Policy_SuffixFac_Premium_IndicatorFinanced_Through_AgentPolicy_TypeProgram_Code (FK)MGA_No (FK)MGA_Branch_No (FK)Account_ID (FK)Quote_ID (FK)Policy_TermPolicyholder_NameOrig_Inception_DateReason_CancelledPackage_IndCurr_Policy_PremiumPrior_Policy_PremiumBilling_MethodAgency_Bill_IndNew_RenewalPolicy_Retro_DateRetail_Agent_No (FK)Retail_Agent_Branch (FK)

RECOVERY_TRANSACTION_TYPE

Recovery_Trans_Type_Code

Recovery_Desc

REGION

Region

Region_Desc

STAT_LOSS_CODE

Stat_Loss_Code_CodeSubline_Code (FK)

Stat_Loss_Code_Desc

SUIT_REASON

Suite_Reason_Code

Suit_Reason_Desc

SUIT_TYPE

Suit_Type_Code

Suit_Type_Desc

CLAIM_VENDOR_BRANCH

Vendor_No (FK)Branch_No

Vendor_Contact_First_NameVendor_Contact_Last_NameVendor_PhoneVendor_FaxVendor_EmailVendor_CommentsDo_Not_Use_IndVendor_Status_Code (FK)

CLAIM_VENDOR ADDRESS TYPE

Vendor Address Type Code

Vendor_Address_Type_Desc

CLAIM_VENDOR_BRANCH_ADDRESS

Vendor_No (FK)Branch_No (FK)Vendor Address Type Code (FK)

Vendor_Address_NameVendor_Branch_Addr1Vendor_Branch_Addr2Vendor_Branch_CityVendor_Branch_StateVendor_Branch_Zip_5Vendor_Branch_Zip_4Vendor_Branch_Postal_CodeVendor_Branch_CountryVendor_Branch_LatitudeVendor_Branch_LongitudeVendor_Branch_County

CLAIM_VENDOR_ATTORNEY_TYPE

Vendor_Attorney_Type_Code

Vendor_Attorney_Type_Desc

CLAIM_VENDOR_SUIT

Company_No (FK)Claim_No (FK)Claimant_No (FK)Suit_No (FK)Vendor_No (FK)Branch_No (FK)

Vendor_Attorney_Type_Code (FK)Examiner_No (FK)

CLAIM_VENDOR_EXPENSE_TYPE

Vendor_Expense_Type_Code

Vendor_Expense_Type_Desc

CLAIM_VENDOR_STATUS

Vendor_Status_Code

Vendor_Status_Desc

CLAIM_VENDOR_TYPE

Vendor_Type_Code

Vendor_Type_Desc

CD_PROJECT_TYPE

Project_Type_Code

Project_Type_Desc

CLAIM

Claim_NoCompany_No (FK)

Claim_Received_DateAgent_Received_DateSuspend_DateClaim_First_Recorded_DateClaim_First_Closed_DateClaim_Reopened_DateClaim_Final_Close_DateClosed_Without_Payment_DateAccident_CityAccident_StateAccident_Zip_5Accident_Zip_4Loss_DateLoss_DescProject_NameSIU_IndReinsurance_Submitted_IndAI_PaymentsAI_EndorsementProximate_Cause_Of_Loss_Code (FK)Coverage_Position_Code (FK)Project_Size_Code (FK)Defect_Definition_Code (FK)Claim_Type_Code (FK)Contractor_Type_Code (FK)Project_Type_Code (FK)CAT_Code (FK)Policy_No (FK)Policy_Suffix (FK)Policy_Symbol (FK)Claim_Reopened_Reason_Code (FK)

CLAIM_COVERAGE

Company_No (FK)Claim_No (FK)Claimant_No (FK)Coverage_NoCoverage_Seq

Coverage_Code (FK)Program_Code (FK)ASL_SuffixASL_Code (FK)Class_Code (FK)Reserve_Analysis_Group

CLAIM_EVENT

Claim_Event_Code

Claim_Event_DescCLAIM_PAYMENT

Payment_No

Check_NoInvoice_CodePrint_DateIssue_DateReconcile_DatePayee_NamePayee_CommentsPayment_AmountPayor_Account_NoExpense_or_Loss_IndReversed_IndReverse_ReasonOrig_Payment_NoOriginal_CheckPayment_Trans_Type_Code (FK)Payment_Expense_Type_Code (FK)Vendor_Expense_Type_Code (FK)Payment_Processor_No (FK)Authorizer_No (FK)

CLAIM_RECOVERY

Recovery_No

Coverage_AmtRecovery_Check_NoPayor_NameRecovery_Received_DateRecovery_Trans_Type_Code (FK)

CLAIM_SUBLINE

Company_No (FK)Claim_No (FK)Claimant_No (FK)Subline_Code (FK)Coverage_No (FK)Coverage_Seq (FK)

Internal_Code

CLAIM_SUIT

Company_No (FK)Claim_No (FK)Claimant_No (FK)Suit_No (FK)

Claimant_Attorney

CLAIM_TRANSACTION

Company_No (FK)Claim_No (FK)Claimant_No (FK)Subline_Code (FK)Claim_Trans_Activity_Code (FK)Claim_Trans_Type_Code (FK)Claim_Trans_Status_Code (FK)Claim_Event_Code (FK)Claim_Trans_DateClaim_Trans_NoCoverage_No (FK)Coverage_Seq (FK)

AmountPayment_No (FK)Recovery_No (FK)Stat_Loss_Code_Code (FK)Examiner_No (FK)

CLAIMANT

Claim_No (FK)Company_No (FK)Claimant_No

Claimant_First_NameClaimant_Last NameClaimant_NameClaimant_Addr1Claimant_Addr2Claimant_CityClaimant_StateClaimant_Zip_5Claimant_Zip_4Claimant_Postal_CodeClaimant_CountryClaimant_Phone_NumberClaimant_SSNClaimant_DOBClaimant_Licence_NoFatality_IndDenial_DateBranch_No (FK)Injury_Damage_Code (FK)Loss_Classification_Code (FK)Policy_Symbol (FK)Policy_No (FK)Policy_Suffix (FK)Risk_Location_ID (FK)Vendor_No (FK)Cause_of_Loss_Code (FK)

COMPANY

Company_No

Company_NameCompany_AbbreviationCompany_Tax_IDCompany_PO_BoxCompany_Addr1Company_Addr2Company_CityCompany_StateCompany_Zip_5Company_Zip_4ISO_Rpt_NumberISO_Group_NumberAM_Best_Code

DISPOSITION_TYPE

Disposition_Type_Code

Disposition_Type_Desc

EMPLOYEE

Employee_No

Employee_First_NameEmployee_Middle_NameEmployee_Last_NameEmployee_LoginEmployee_SSNEmployee_DOBEmployee_Addr1Employee_Addr2Employee_CityEmployee_StateEmployee_Zip_5Employee_Zip_4Office_PhoneCell_PhoneOffice_ExtensionHire_DateSupervisor_NameTermination_DateSupervisor_No (FK)Employee_Type_No (FK)Job_Type_Code (FK)Department_Code (FK)

EMPLOYEE_TYPE

Employee_Type_No

Employee_Desc

INJURY_DAMAGE

Injury_Damage_Code

Injury_Damage_Desc

JOB_DESCRIPTION

Job_Desc_ID

Job_Desc

LINE_OF_BUSINESS

LOB_No

LOB_DescUnderwriterUnderwriting Team

LOSS_CLASSIFICATION

Loss_Classification_Code

Loss_Classification_Desc

SIC

SIC_Code

SIC_Desc

NAICS

NAICS_Code

NAICS_Desc


Dimensional Insurance Data Models

Dimensional Models• Premium Detail• Loss Detail• Aggregates• Actuarial• Finance

Driven by Client• Analytic Needs• Application Specific

Agency_Dim

Agency_Dim_ID: int IDENTITY

Agency_Number: varchar(6) NULLBranch_Number: char(2) NULLCompany_Number: int NULLAgency_Name: varchar(60) NULLAgency_Principal_Name: varchar(36) NULLAgency_Formal_Name: varchar(50) NULLAgency_Informal_Name: varchar(36) NULLAgency_Salutation: varchar(5) NULLDcorp_Indicator: char(1) NULLTax_ID: varchar(9) NULLDate_Purchased: datetime NULLAgency_Address_1: varchar(36) NULLAgency_Address_2: varchar(36) NULLAgency_City: varchar(25) NULLAgency_State: varchar(2) NULLAgency_Zip_5: varchar(5) NULLAgency_Zip_4: varchar(4) NULLAgency_Area_Code: varchar(3) NULLAgency_Phone_Number: varchar(12) NULLAgency_Fax_Area_Code: varchar(3) NULLAgency_Fax: varchar(12) NULLAgency_County: varchar(50) NULLAgency_Website: varchar(70) NULLMain_Agent_Phone_Number: varchar(12) NULLAgency_Establish_Date: datetime NULLAgency_Owned_By: varchar(6) NULLAgency_Latitude: varchar(20) NULLAgency_Longitude: varchar(20) NULLRegion: varchar(20) NULLAgency_Class_Code: varchar(5) NULLAgency_Class_Description: varchar(30) NULLCancel_Date: datetime NULLEffective_Date: datetime NULLAgent_Taxable_Indicator: char(1) NULLAgency_Status_Description: char(20) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Class_Dim

Class_Dim_ID: int IDENTITY

Class_Code: varchar(6) NULLClass_Description: varchar(50) NULLModule_Number: int NULLClass_Group: varchar(75) NULLRating_Group: varchar(50) NULLOLTMC_Indicator: varchar(30) NULLSIC_Code: varchar(50) NULLSIC_Description: varchar(50) NULLNAICS_Code: varchar(50) NULLNAICS_Description: varchar(50) NULLA_Rated_Indicator: char(1) NULLProp_IAG1: varchar(5) NULLProp_IAG2: varchar(5) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULL

Company_Dim

Company_Dim_ID: int IDENTITY

Company_Name: varchar(50) NULLCompany_Number: tinyint NULLCompany_Abbreviation: varchar(6) NULLTax_ID: varchar(11) NULLCompany_PO_Box: varchar(20) NULLCompany_Address_1: varchar(50) NULLCompany_Address_2: varchar(50) NULLCompany_City: varchar(30) NULLCompany_State: varchar(2) NULLCompany_Zip_5: char(5) NULLCompany_Zip_4: char(4) NULLAM_Best_Code: varchar(10) NULLISO_Report_Number: varchar(4) NULLISO_Group_Number: varchar(4) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Date_Dim

Date_Dim_ID: int IDENTITY

Date_Dt: datetime NOT NULLYear_Yr: smallint NOT NULLQuarter_Number: tinyint NOT NULLMonth_Number: tinyint NOT NULLMonth_Description: varchar(9) NOT NULLWeek_No: tinyint NOT NULLDay_No: tinyint NOT NULLYear_Month: int NOT NULLYear_Quarter: varchar(9) NOT NULLLinear_Day: smallint NOT NULLDay_Description: varchar(10) NOT NULLWeekDay_Indicator: char(1) NOT NULLCalendar_MonthEnd_Indicator: char(1) NOT NULLHoliday_Indicator: char(1) NOT NULL

Program_Dim

Program_Dim_ID: int IDENTITY

Program_Code: varchar(4) NULLProgram_Description: varchar(50) NULLDepartment_Code: char(3) NULLDepartment_Description: varchar(60) NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULL

Retail_Agent_Dim

Retail_Agent_DIM_ID: int IDENTITY

Retail_Agent_Number: int NULLRetail_Agent_Sequence_Number: int NULLEffective_Date: datetime NULLRevised_Date: datetime NULLFirst_Name: varchar(40) NULLLast_Name: varchar(40) NULLCompany_Name: varchar(100) NULLRetail_Agent_Contact: varchar(50) NULLDBA: varchar(100) NULLRetail_Agent_Address_1: varchar(50) NULLRetail_Agent_Address_2: varchar(50) NULLRetail_Agent_City: varchar(35) NULLRetail_Agent_State: varchar(2) NULLRetail_Agent_Zip_5: varchar(5) NULLRetail_Agent_Zip_4: varchar(4) NULLRetail_Agent_Country: varchar(4) NULLRetail_Agent_County: varchar(50) NULLRetail_Agent_Postal_Code: varchar(20) NULLRetail_Agent_Phone_No: varchar(10) NULLRetail_Agent_Fax: varchar(10) NULLRetail_Agent_E_Mail: varchar(100) NULLRetail_Agent_Web_Address: varchar(100) NULLRetail_Agent_Latitude: varchar(20) NULLRetail_Agent_Longitude: varchar(20) NULLSpecial_Investigation_Unit_Indicator: char(1) NULLBlacklist_Indicator: char(1) NULLMchd_hhld_id: int NULLMchd_indv_hhld_id: int NULLSystem_Audit_ID: int NOT NULLSystem_Create_Date: datetime NOT NULLSystem_Update_Date: datetime NOT NULLSystem_Lookup_ID: int NULL

Policy_Agg

Post_Date_ID: int NOT NULL (FK)Company_Dim_ID: int NOT NULL (FK)Agency_Dim_ID: int NOT NULL (FK)Retail_Agent_DIM_ID: int NOT NULL (FK)Policy_Program_ID: int NOT NULL (FK)Primary_Casualty_Class_ID: int NOT NULL (FK)Primary_Property_Class_ID: int NOT NULL (FK)Primary_Auto_Class_ID: int NOT NULL (FK)Casualty_IAG_ID: integer NOT NULL (FK)Property_IAG_ID: integer NOT NULL (FK)Auto_IAG_ID: integer NOT NULL (FK)Brokerage_Binding_ID: integer NOT NULL (FK)Insured_State_ID: int NOT NULL (FK)

Policies_Inforce: integer NOT NULLRenewal_Policies_Written: integer NOT NULLRenewal_Policies_Processed: integer NULLRenewal_Written_Premium: integer NOT NULLNew_Policies_Written: integer NOT NULLNew_Policies_Processed: integer NULLNew_Written_Premium: integer NOT NULLTotal_Policies_Written: integer NOT NULLTotal_Policies_Processed: integer NULLTotal_Written_Premium: integer NOT NULLNonrenewals: integer NOT NULLPolicies_Flat_Cancelled: integer NOT NULLPolicies_Company_Cancelled: integer NOT NULLPolicies_Insured_Cancelled: integer NOT NULL

IAG_Dim

IAG_ID: integer IDENTITY

IAG: varchar(20) NULLIAG_Description: varchar(40) NULL

Brokerage_Binding_Dim

Brokerage_Binding_ID: integer IDENTITY

Brokerage_Binding_Submit: varchar(50) NOT NULLBrokerage_Binding: varchar(50) NOT NULL

State_Dim

State_ID: int NOT NULL

State_Code: varchar(2) NOT NULLState: varchar(50) NOT NULLaud_id: char(5) NOT NULLrcd_crt_ts: datetime NOT NULLrcd_updt_ts: datetime NOT NULLlkp_surr_id: int NOT NULL




Business Intelligence – Introduction

Business Intelligence (BI) is an environment in which business users have access to information that is reliable, timely, consistent and understandable. With this information, and with industry standard BI tools, business users are able to conduct analyses that provide an overall understanding of the business. Business intelligence serves two main purposes:

1. It monitors the financial and operational health of the organization and

2. It provides analytical, modeling and forecasting capabilities that allows the business to anticipate and manage future business performance.


Business Benefits of BI Implementations

Tactical• Monitors Financial and Operational Health of the

Organization• Reports, Charts, etc…

• Regulates Operations of the Organization• Alerts, Dashboards, etc…

Operational• Gain a better understanding of the market and

customers’ needs• Reduce operating costs through increased

efficiency• Reduce customer churn and improve retention

through better loyalty programs and customer service

Strategic• Improved Decision Making• Align Strategy with Results• Change Processes and Improve Results

Source: Microsoft


Business Intelligence – Project Roadmap

BI Requirements• Identify Stakeholders• Identify Control Reports• Document Requirements• Stakeholder Sign- Off on Requirements

BI Metadata Design and Construction• Organization• Construction• Publish Metadata

Construction• Report Construction• Delivery Construction• Security Construction• Unit Test

Test and Validation• Report Validation• Delivery Validation• Security Validation

Stakeholder Project Sign-Off


Business Intelligence – Requirements

Identify StakeholdersAnd Interview

Control Reports New DashboardsNew ScorecardsNew Reports

Requirements Template

Field Mapping

Gap Analysis Gap Resolution

Stakeholders Sign – Off


Project Plan - Metadata Design & Construction

Data Mart Multi-Dimensional ODS

AggregationOrganize by Subject Area

Hierarchy

Construct Metadata Project

Create Aggregate

Business Terms

Transform Data

Metadata Packages

Create and Publish


Project Plan - Construction

Control Reports New ScorecardsNew Reports

Unit Test

Construct Delivery and Security

New Dashboards

Construct Reports

Unit Test

Web Portal E-mail SecurityReport Bursting


Project Plan - Test and Validate

Control Reports

Validate all other Reports / Scorecards / Dashboards

End to End Test

Control Reports Source System Metadata

User Acceptance and Sign - Off


Data Warehousing - Making BI More Effective

Data structure and definition is more easily understood for people constructing analytics and reports

Organized for efficient BI processes• Analytics and reports run faster

Pre-aggregated dimensional models for comparative analysis• Data is transformed from source systems to a common level of detail (grain)

making it easier to use in analytics and reports

Supports drill down and drill through to easily view the details behind a report

Manages historical data• Historical data is frequently not managed in OLTP source systems• Provides point in time analysis

Makes BI faster, better, easier and more effective


Next Steps

Documents

Capabilities Overview 20100414 V1