2.1 OFS IPA Process Flow

Oracle Financial Services Institutional Performance Analytics (OFS IPA) utilizes OBIEE technology to generate the following:

  • Behavioral and Engagement trends of its target segments - exposures, commitments, line utilization, assets and liabilities, deposits, withdrawals, fees, income, recent transactions, and so on.
  • Performance of the business and underlying customers.
  • Product holdings and across the organization (that is Corporate client and any of its subdivisions or subsidiaries).
  • The efficiency of the sales force in terms of ongoing customer revenue generation, cross-sell and up-sell, product usage, and pipeline.
  • The efficiency of investments such as marketing, partner development, and so on.
The objectives of the OFS IPA application is represented in the following flow diagram:

Figure 2-1 OFS IPA Application Objectives


This illustration depicts the product objectives of the OFS IPA application.

OFS IPA is designed for OBIEE reading data from a relational database. The relational database comprise of various dimensions and facts in the BI data model.

OFS IPA can be independently licensed and installed to work on top of the OFSAAI infrastructure.