adeptia webinar new approach to information integration

Upload: adeptia

Post on 30-May-2018

224 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    1/28

    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:

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    2/28

    2

    2

    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)

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    3/28

    3

    3

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    4/28

    44

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    5/28

    55

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    6/28

    66

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    7/28

    77

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    8/28

    88

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    9/28

    99

    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.

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    10/28

    1010

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    11/28

    1111

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    12/28

    1212

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    13/28

    1313

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    14/28

    1414

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    15/28

    1515

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    16/28

    1616

    Services and Flows created Graphically

    Auto-generate thousands

    of lines of code !!!

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    17/28

    1717

    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!

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    18/28

    1818

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    19/28

    1919

    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.

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    20/28

    2020

    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.

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    21/28

    2121

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    22/28

    2222

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    23/28

    2323

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    24/28

    2424

    New To-Be Process

    ADEPTIA

    Automatic e-mailnotification triggers

    Business User to resolveerrors in CTI

    BOP 02

    CTI Rating SystemIPD POINT

    Policy Mgmt System

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    25/28

    2525

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    26/28

    2626

    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

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    27/28

    2727

    Discussion

    Questions and Answers

  • 8/14/2019 Adeptia Webinar New Approach to Information Integration

    28/28

    2828

    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