Information Management Solutions Discussion Document
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
Agile Information Management | 4© 2010 Agile Technologies, LLC
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.
Agile Information Management | 5© 2010 Agile Technologies, LLC
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
Agile Information Management | 6© 2010 Agile Technologies, LLC
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 Information Management | 7© 2010 Agile Technologies, LLC
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.
Agile Information Management | 8© 2010 Agile Technologies, LLC
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
Agile Information Management | 9© 2010 Agile Technologies, LLC
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
Agile Information Management | 10© 2010 Agile Technologies, LLC
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
Information Management
Solution Overview
Agile Information Management | 12© 2010 Agile Technologies, LLC
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
Information Management
Data Warehousing
Agile Information Management | 14© 2010 Agile Technologies, LLC
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
Agile Information Management | 15© 2010 Agile Technologies, LLC
Insurance Data Warehouse – Project Flow
DeploymentPlanning and Design
Project Manager
Business Requirements
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
Business Intelligence
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
Agile Information Management | 16© 2010 Agile Technologies, LLC
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
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Agile Information Management | 17© 2010 Agile Technologies, LLC
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
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Agile Information Management | 18© 2010 Agile Technologies, LLC
Data Profiling – Better Understanding Your Data Today
Agile Information Management | 19© 2010 Agile Technologies, LLC
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
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Agile Information Management | 20© 2010 Agile Technologies, LLC
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
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Agile Information Management | 21© 2010 Agile Technologies, LLC
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.
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
UsersSource System(s)
Policy
External
Other Operational
Systems
Claims
Metadata Management
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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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Ga
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Warehouse
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Notification
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Audit #4
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Data Marts
Data Mart
Warehouse
Agile Information Management | 22© 2010 Agile Technologies, LLC
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.
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
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
Agile Information Management | 23© 2010 Agile Technologies, LLC
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.
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Agile Information Management | 24© 2010 Agile Technologies, LLC
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
Agile Technologies’ Data Warehouse Execution Framework
Project Initiation
Data Governance
Business Requirements
Database Design
ETL Development
Data Balancing & Validation
Data SecurityData
Presentation & BI
Capacity Planning
Information Management
Data Models
March 2010
Agile Information Management | 26© 2010 Agile Technologies, LLC
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 Information Management | 27© 2010 Agile Technologies, LLC
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
Agile Information Management | 28© 2010 Agile Technologies, LLC
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
Agile Information Management | 29© 2010 Agile Technologies, LLC
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
Information Management
Business Intelligence
Agile Information Management | 31© 2010 Agile Technologies, LLC
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.
Agile Information Management | 32© 2010 Agile Technologies, LLC
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
Agile Information Management | 33© 2010 Agile Technologies, LLC
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
Agile Information Management | 34© 2010 Agile Technologies, LLC
Business Intelligence – Requirements
Identify StakeholdersAnd Interview
Control Reports New DashboardsNew ScorecardsNew Reports
Requirements Template
Field Mapping
Gap Analysis Gap Resolution
Stakeholders Sign – Off
Agile Information Management | 35© 2010 Agile Technologies, LLC
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
Agile Information Management | 36© 2010 Agile Technologies, LLC
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
Agile Information Management | 37© 2010 Agile Technologies, LLC
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
Agile Information Management | 38© 2010 Agile Technologies, LLC
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
Agile Information Management | 39© 2010 Agile Technologies, LLC
Next Steps