4       OIPI Process Flow

OIPI data model contains the staging tables from which data is loaded into the dimensions and fact tables. Staging tables include the master staging tables, detail staging tables, staging product processor tables, and so on. The user has to populate data into these staging tables.

Topics:

Dimension Data Flow

Key Dimensions for Reporting

Fact Data Flow

BI Data Model

Dimension Data Flow

Dimension Data in the OIPI application is loaded from staging master tables using the Slowly Changing Dimensions (SCD) process. Data from source systems can be loaded into staging through flat file or source system interfaces. SCD process tracks the changes in the dimensional attributes and loads data into dimension tables. Examples of dimension tables that follow the SCD process are Product, Customer Type, Customer, and so on.

Some dimensions are static or maintained internally within the application and are not expected as a download from the source system. An example of such dimensions is the Reporting Line. These dimensions are maintained through the AMHM (Attribute Member Hierarchy Maintenance) component of OFSAAI or other framework components like DEFI.

Following are the list of Dimensions used in OIPI:

 

Table 3: Dimensions used in OIPI

Dimension Entity Name

Staging Entity Name(s)

Loading/Maintenance Method

Acquisition Channel Dimension

Stage Channel Master

SCD

Attrition Dimension

Stage Attrition Reason Master

SCD

Bands Dimension

AMHM

SCD

Billing Account Dimension

Stage Bill Plan Master

SCD

Business Class Dimension

Stage Business Class Master

SCD

Campaign Dimension

Stage Campaign Master

SCD

Catastrophe Events Dimension

Stage Catastrophe Master

SCD

Claim Dimension

Stage Claim Details

SCD

Country Dimension

Stage Country Master

SCD

Coverage Status Dimension

Stage Coverage Status Master

SCD

Coverage Type Dimension

Stage Coverage Type Master

SCD

Dimension Policy

Stage Property and Casualty Contracts

SCD

Dimension Policy Type

Stage PolicyType Master

SCD

Dimension Reinsurance Risk Type

Stage Reinsurance Risk Type Master

SCD

Dwelling Dimension

Stage Dwelling Master

SCD

Employee Dimension

Stage Employee

SCD

Geography Dimension

Stage Geography Master

SCD

Insurance Coverage Dimension

Stage Insurance Coverage Master

SCD

Lines of business Dimension

Stage Lines of business Master

SCD

Litigation Dimension

Stage Litigation Master

SCD

Loan Product Category Dimension

Stage Product Category Master

SCD

Location Dimension

Stage Location Master

SCD

Organization Structure Dimension

Stage Organization Structure Master

SCD

Party Dimension

Stage Party Master

SCD

Policy Deductible Dimensions

Stage Policy Deductible Master

SCD

Producer Agent Dimension

Stage Producer Agent Master

SCD

Producer Dimension

Stage Producer Master

SCD

Product Dimension

Stage Product Master

SCD

Product Type Dimension

Stage Product Type Master

SCD

Quote Source Dimension

Stage Quote Source

SCD

Quote Source Method Dimension

Stage Quote Source Method

SCD

Quote Submission Method Dimension

Stage Quote Submission Method

SCD

Quotes Declination Type Dimension

Stage Quote Declination Type

SCD

Rate Modifier Dimension

Stage Policy Rate Modifier

SCD

Rate Plan Dimension

Stage Rate Plan Master

SCD

Region Dimension

Stage Region Master

SCD

Report Type Dimension

Stage Report Type

SCD

Risk Item Dimension

Stage Risk Item Master

SCD

Underwriter Dimension

Stage Underwriter Master

SCD

Vendor Dimension

Stage Vendor Master

SCD

Allocation Expense Type Dimension

 

Seeded

Band Member Attributes

 

AMHM

Band Dimension Members

 

AMHM

Hierarchies for Bands

 

AMHM

Band Dimension Translation

 

AMHM

Claim Referral Reason Dimension

 

Seeded

Dimension Claim Status

 

Seeded

Claim Transaction Type Dimension

 

Seeded

Currency Dimension

 

Seeded

Date Dimension

 

DT

Generally Accepted Accounting Principles Dimension

 

Seeded

Location Hierarchy

 

DT

Dimension Policy Status

 

Seeded

Policy Transaction Type Dimension

 

Seeded

Quote Status Dimension

 

Seeded

Quote Type Dimension

 

Seeded

Recovery Type Dimension

 

Seeded

Reporting Line Member Attributes      

 

Seeded

Reporting Line Dimension Members

 

Seeded

Reporting Line Hierarchies

 

Seeded

Reporting Line Member Translation

 

Seeded

Reporting Line Dimension

 

DT

Scenario Dimension

 

Seeded

 

Some of the stage data can also come from master data management interfaces. In such a case, data from the interface is loaded into staging interface tables and SCD is run on the interface tables. Mapping of dimensional attributes to staging can be obtained by querying SYS_STG_JOIN_MASTER and SYS_TBL_MASTER table in the atomic schema.

Key Dimensions for Reporting

The following key dimensions are required for OIPI reporting as these dimensions are being directly consumed by the reports.

·        Acquisition Channel Dimension

·        Attrition Dimension

·        Billing Account Dimension

·        Campaign Dimension

·        Dimension Policy Type

·        Lines of business Dimension

·        Loan Product Category Dimension

·        Location Dimension

·        Organization Structure Dimension

·        Producer Agent Dimension

·        Producer Dimension

·        Product Dimension

·        Product Type Dimension

·        Quote Source Dimension

·        Quote Source Method Dimension

·        Quote Submission Method Dimension

·        Quotes Declination Type Dimension

·        Rate Plan Dimension

·        Report Type Dimension

·        Dimension Claim Status

·        Currency Dimension

·        Date Dimension

·        Location Hierarchy

·        Dimension Policy Status

·        Quote Status Dimension

·        Quote Type Dimension

·        Recovery Type Dimension

·        Reporting Line Dimension

·        Scenario Dimension

Fact Data Flow

Most of the Fact tables are mapped to staging counterparts through Table to Table (T2T) mappings. Data from source systems can be loaded into staging through flat file or source system interfaces. T2T process then loads data to fact tables. Examples include Fact Common Policy Summary, Fact IPA Policy Summary, and so on. Some of the Fact tables are loaded with processed fact information from other fact tables. Examples include Fact Policy Profitability, Fact Aggregate Producer Summary, and so on.

 

Table 4: Fact Data Flow

Fact Entity Name

Source

Source Entities

Method of Populating Measures

Fact Aggregate Producer Summary

Fact

Fact Common Policy Summary, Fact IPA Policy Summary, Fact PFT Policy Summary, Fact Insurance Quotes, Fact Insurance Quote Reports, and Fact Claim Details

T2T/DT

Fact Claim Claimant Mapping

Stage

 

T2T

Fact Claim Details

Stage

Stage Claim Details

T2T

Fact Claim Referral Reason Mapping

Stage

Stage Claim Referral Reason Mapping

T2T

Fact Claim Transaction

Stage

Stage Claim Transactions

T2T

Fact Common Policy Summary

Stage

Stage Property and Casualty Contracts

T2T

Fact Insurance Quotes Report

Stage

Stage Insurance Quote with Reports

T2T

Fact IPA Policy Summary

Stage

Stage Property and Casualty Contracts

T2T

Fact PFT Policy Summary

Stage

Stage Property and Casualty Contracts

T2T

Fact Policy Coverage's

Stage

Stage Policy Coverage's

T2T

Fact Policy Profitability

Fact

Fact Common Policy Summary, Fact IPA Policy Summary, Fact PFT Policy Summary, Fact Insurance Quotes, Fact Insurance Quote Reports, and Fact Claim Details

T2T

Fact Policy Rate Modifiers Map

Stage

Stage Policy Rate Modifier

T2T

Fact Policy Relationship

Stage

Stage Policy Customer Relationship

T2T

Fact Policy Transactions

Stage

Stage Property And Casualty Policy Transactions

T2T

Fact Premium Transactions

Stage

Stage Premium Transactions

T2T

Fact Producer Appointments

Stage

Stage Producer Contracts

T2T

Insurance Quotes Fact

Stage

Stage Insurance Quotes

T2T

FCT_PARTY_INS_POLICY_ROLE_MAP

Stage

STG_PARTY_INS_POLICY_ROLE_MAP

T2T

FCT_PARTY_PARTY_RELATIONSHIP

Stage

STG_PARTY_PARTY_RELATIONSHIP

T2T

FCT_PARTY_FINANCIALS

Stage

STG_PARTY_FINANCIALS

T2T

FCT_PARTY_FINANCIAL_DETAIL

Fact

FCT_PARTY_FINANCIALS

T2T

 

BI Data Model

The BI data model is a star schema for the fact tables FCT_INSURANCE_QUOTES, FCT_INSURANCE_QUOTE_REPORTS, FCT_COMMON_POLICY_SUMMARY, FCT_IPA_POLICY_SUMMARY, FCT_PFT_POLICY_SUMMARY, FCT_CLAIM_DETAILS, FCT_CLAIM_TRANSACTIONS, FCT_AGG_PRODUCER_SUMMARY, FCT_PRODUCER_APPOINTMENTS, and so on.

Following are the subject areas in the ERwin data model:

Figure 3: Insurance Quotes and Reports

Title: Description of Insurance Quotes and Reports follows - Description: This illustration depicts the fact data flow in the OIPI application.

Figure 4: Policy Summary

Title: Description of Policy Summary follows - Description: This illustration depicts the policy flow in the OIPI application.

Figure 5: Policy Coverage's

Title: Description of Policy Coverage's follows - Description: This illustration depitcs the policy coverages in the OIPI application.

Figure 6: Policy Profitability

Title: Description of Policy Profitability follows - Description: This illustration depicts the policy profitability.

Figure 7: Aggregated Producer Summary and Producer Appointments

Title: Description of Aggregated Producer Summary and Producer Appointments follows - Description: This illustration depitcs the Aggregated Producer Summary and Producer Appointments.

Figure 8: Claim Details

Title: Decription of Claim Details follows - Description: This illustation depicts claim details.

Figure 9: Claim Transactions

Title: Description of Claim Transactions follows - Description: This illustration depicts the claim transactions.