adeptia webinar new approach to information integration
TRANSCRIPT
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Webinar:A new approach to
IntegrationSeptember 14, 2007
New technologies and standards allowintegration initiatives to be completedmore efficiently and quickly than ever
before.
Insurance companies have benefitedby taking a Process-centric and SOA-based approach to building seamless
integration bridges between back-endapplications and connecting them to
agents and partners.
Sponsored by:
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Webinar guidelines
All participants will be automatically muted during the webinar
Question and Answer session will follow the entire presentation
Please feel free to type your questions, via the Question and Answer tab
and send them during the webinar. Identify the panelist from which you are
requesting a response.
After the presentations the moderator will direct your written questions to
the appropriate panelist for their answer
The presentation and responses to unanswered questions will be available
on the Adeptia website after the webinar (www.adeptia.com)
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Agenda
Introductions
Moderator: Mary Ann Lusk, COO, Adeptia
Chris Spring, Senior VP Business Operations / CIO, Meadowbrook Insurance Group
Cindy Powell, President, Bespoke Management and Technology Services
Deepak Singh, CTO, Adeptia
What is the new approach to integration?
Meadowbrook Case Study
Preserver Case Study
Discussion and Q&A
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What is Integration?
Enables timely access to information
Data is lifeblood of any organization
Various types of integration
Enterprise Application Integration (EAI)
Business to Business Integration (B2BI)
Extract Transform Load (ETL)
One-time Migration, etc.
Represents one of the most challenging IT initiatives
Better integration
More Flexibility
Competitive Advantage
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Traditional approach to Integration
Integration centric view
Developer heavy approach, minimal involvement of business analyst
Lot of custom code is used to build interfaces between applications
Little to No reusability
Difficult to maintain because rules are embedded in code
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New approach to Integration
PROCESS CENTRIC
SERVICES BASED
Overall solution is represented as a process flow
with distinct steps (Services) Each Service is a discrete business function that is
automated
Each Service is made up of one or multiple run-time
components
Services contain business, data validation, mapping
and connectivity rules
Services are not embedded in the solution but are
saved as objects in repository
Take a complete business process view of the
solution, not just integration
Services are available for future projects
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New approach saves time and reduces risk
Process oriented view of overall solution
Heavy involvement of business analysts in documenting processes,
identifying business rules and improving overall process
Services-based, modular architecture of solution
Minimal custom code
Key Steps in implementing solution: Look at the whole business process rather than just integration touch-points Model Process
Break the process into distinct business functions Identify Services
Create these Services and save them in a repository Library of Services
Sequence and connect the Services to automate the process
Orchestrate Services
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New approach to Integration is vastly better
Before
Extensive use of custom
coding takes a long time Data quality and integrity
issues
Difficult to maintain
Expensive
Slow
High risk of failure
Minimal custom coding
Improves data quality
Scalable, high degree of
reuse
Easier to maintain
At least 50% lower cost
At least 75% faster
Low risk of failure
Now
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About Meadowbrook Insurance
Chris Spring, Senior VP Business Operations/CIO
HQ in Southfield, Michigan
Founded in 1955
NYSE: MIG
Multiple companies and subsidiaries
A leader in the alternative risk market, Meadowbrook is a program-based risk management company, specializing in alternative risk
management solutions for agents and small to medium-sized
insureds.
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Business Problem
Issue: At least 2 month+ lag in accurate reflection of loss information
Gallagher Bassett (GB) handles claims for some Meadowbrook programs &
Lines of Business
GB physically sends monthly files with claims activity information that is
manually processed
RecvdMail
PARTNER
Business usersmanually reviewand process the
data file
F
I
R
E
W
A
L
L
1 2 3
MEADOWBROOK
Gallagher Bassett Third Party Claim Adjuster
POINT
Policy Mgmt System
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Original As-Is Process Totally Manual
Analysis to identify new transactions from the cumulative report Side by side comparison of previous month with current month to identify
the changes including new claims, reserve updates, payments, recoveries,
subrogation and policy changes
Significant interaction with GB to resolve mismatches and errors
Data entry into POINT after manually applying many data validation and
business rules
MIG analyzesreport to
identify newtransactions
ClaimsTXN at GB
Resolveunmatched TXNs
GBGeneratesMonthlyReport
MIG entersnew TXNsin POINT
Claim FinancialsUpdated on
POINT duringEOM processing
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Solution goals
Goals:
Create automated data transfer process, minimize time and manual intervention
Synchronize information at Gallagher Bassett and Meadowbrook
Establish controls to ensure accuracy and consistency of information in POINT Allow management access to up to date loss information
Utilize Business Users only for error-handling
Prior attempt to implement an automated claim interface was not
successful
All the data validation and business rules could not be implemented
Unacceptable level of error ratio for data going into POINT
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Solution approach
Internet
FTP Server
PARTNER FI
R
E
WA
L
L
1 2 3
MEADOWBROOK
Gallagher Bassett
Third Party Claim AdjusterPOINT
Policy Mgmt System
ADEPTIA
Business userresolves errors
4
BEFORE
AFTER
RecvdMail
PARTNER
Business usersmanually reviewand process the
data file
F
I
R
E
W
AL
L
1 2 3
MEADOWBROOK
Gallagher Bassett Third Party Claim Adjuster
POINT
Policy Mgmt System
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SOA-based, Process-centric Solution Flow
Business Process for new solution was modeled by Business Analysts
Developers took the business process and created a solution flow
They grouped atomic steps to identify Services
Complete business process view of the solution, not just integration
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SOA-based, Process-centric Solution Flow
Services were individually created and saved in repository
Services were sequenced together with Decision nodes to automate solution flow
Solution was implemented and deployed quickly
Services are available for future projects
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Services and Flows created Graphically
Auto-generate thousands
of lines of code !!!
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Error-Handling Screens
Business users are notified by emailswhen any error-records are found
They login via web-browser to review and
fix errors
Significant increase in productivity!
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Project a Success !!!
Reduced lag time in viewing
loss information from
2+ months 2 days
All business goals met
Solution created Services
(reusable components) for
future projects
Overall process flow template
Services with business rules
Connectors for POINT Data validation rules
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About Bespoke
Cindy Powell, President
Based in New Hope, PA
Founded in 2003
Provides project management, programming
and business analyst support for Preserver
Insurance and Tower Group
Bespoke offers IT services to the property
and casualty insurance industry. Products
offered include consulting, project staffing,
and insurance engineering.
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About Preserver Insurance
Based in Paramus, New Jersey
Founded as Motor Club of America Insurance Company
in 1926
Acquired by Tower Group Inc. April 10, 2007
Preserver is a regional company committed to providingthe highest standard of property/casualty insurance
through independent agents. Preserver Group provides
a wide variety of property/casualty insurance products
specifically tailored to meet the needs of the small and
mid-sized commercial markets in the Middle Atlantic and
New England regions.
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Business Problem
New BOP program requires fast track implementation
CTI Interface does not include BOP
CTI provides 1st Release of new database (IPD) for interfaces
Technical skills required for Oracle to AS400 interface not available in-house
Programming staff are fluent in AS400 and COBOL, no Oracle experience
Business Analysts are not familiar with IPD
Early adopter problems with IPD
AGO Rating and Issuance SystemBOP Program circa 1992 POINT
Policy Mgmt System
BOP 02 CTI Rating SystemPOINT
Policy Mgmt SystemIPD
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Original As-Is Process
CTI interface delivers data through nightly batch cycle Failures require entry of data directly into POINT
Process requires IT staff to monitor and notify users when failures occur
Minimal editing resulting in incorrect or missing data in POINT
Large number of work-a-rounds in existing process not acceptable to user community
IPD is not being utilized
BOP 02 CTI Rating SystemPOINT
Policy Mgmt System
CTI
Accounting Extract
Interface programs
(custom code)
Business users correct errors in CTI
and/or manually add records to POINT
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Solution goals and approach
Goals:
Implement BOP 02 quickly and efficiently
Improve interface performance and maintainability
Improve data integrity across integrated systems
Establish framework for future integration projects
Approach
Use current CTI and POINT infrastructure to fast track new product implementation
Develop new interface to utilize IPD (performance and maintainability)
Incorporate business rules and editing in interface program
Incorporate edit correction workflow into interface process
Design interface for re-use
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New To-Be Process
ADEPTIA
Automatic e-mailnotification triggers
Business User to resolveerrors in CTI
BOP 02
CTI Rating SystemIPD POINT
Policy Mgmt System
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SOA-based, Process-centric Solution Flow
Business Process for new solution was modeled by Business Analysts
Developers took the business process and created a solution flow
They grouped atomic steps to identify Services
Complete business process view of the solution, not just integration
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Project Implementation and Benefits
PROJECT A SUCCESS!!!
All business goals met
Solution created Services
(reusable components) for futureprojects
Overall process flow template
Services with business rules
Connectors for IPD and POINT
Data validation rules improved data integrity
Deployment
Project completed on-time
concurrent with full system
implementation
Maintenance turned over to Bespoke
production support team
Services re-used for ACORD AL3
download project
Additional projects scheduled
ADEPTIA
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Discussion
Questions and Answers
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THANK YOU
We will keep you informed regarding future dates for the
Adeptia Webinar Series
For additional information please visit: www.adeptia.com
Please contact Adeptia to schedule a personalized demonstration of
Adeptia technology.
Adeptia would like to offer a free consultation for current or upcomingintegration projects.
Email: [email protected]
Phone: 312-229-1727 x118