中國(guó)人壽it戰(zhàn)略規(guī)劃項(xiàng)目數(shù)據(jù)架構(gòu)規(guī)劃(編輯修改稿)
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【文章內(nèi)容簡(jiǎn)介】 ntralization 15 Data Architecture Logical Model Commission Product/Plan Customer Contract Financial Basic Info/Benefit Transaction History Premium Payment/ Collection Claims Activity (Presale) Licensing/Registration Expense Payment Investment Liabilities Distributor Main Entities and their relationships 16 Data Architecture Logical Model ? Information: ? Identifiers ( name, ID...) ? Basic Information( address, telephone number…) ? Type ( Corp, person…) ? Demographics ( age, nationality, marriage status…) ? Contact history … ? Relationship to: ? Contract( . owner, payer, benefit….) ? Agent (Primary…) ? Other customers (spouse, child, business rep, etc) … Customer Individual or corporate entities who own or is associated with contracts 17 Data Architecture Logical Model ? Information: ? Benefit Information (sum insured, type of benefit…) ? Supplementary benefit information ? Product type ? Payment information (mode, premium, account…) ? Status (inforce, lapsed…) ? Transaction history ? Claim information… ? Relationship to: ? Customer ? Payment ? Claim ? Distributor Contracts ? Product/Plan ? Commission ? Reinsurance 18 Data Architecture Logical Model ? Information: ? Identifier Information ? Type of distributor (. agent, bank, broker…) ? Demographics ? Registration information amp。 History ? Roles in hierarchy ? Training … ? Relationship to: ? Contract ? Customers amp。 Prospect Customers ? Commissions ? Other Distributor Distributor Individuals or corporations involved in sales of China Life’s policies 19 Data Architecture Logical Model ? Information: ? Date paid ? Amount paid ? Type of payment ( . 1st general mission, renewal mission, bonus, override, Fixed amounts, deductions…) … ? Relationship to: ? Distributor ? Contract ? Financial ? Product Commission Payments to distributors 20 Data Architecture Logical Model ? Information: ? Identifier ( product name, code) ? Type/line ( Indicator, life, health, investment linked…) ? Sub category information(. type, version, special…..) ? Product control (Actuarial dates, status…) ? Financial tables ? Premium amounts ? Actuarial valuation tables, ? Surrender Values ? Dividend scale/bonus scale ? Commission scale ? Relationship to: ? Contracts/supplemental contracts ? Commissions ? Agent ( Licensing) Product/Plan 21 Data Architecture Logical Model ? Information: ? Identifier ( date, vouchers… ) ? Payee, bank information ? General payment data (. vendors…) ? Relationship to: ? Contracts/supplemental contracts ? Claim ? Commissions ? Investment ? Actuarial ? General expenses Financial General ledger data 22 Decision Support – Star Schema Geographic Product Type Agent Demographic Time Core Information . Contract Transaction Management Information Financial data Commission Agent…… Customer 23 Data Standardization Method OwnDesign Based on mon/industry standards Based on package applications data model Describe ? 100% based on CL’s o
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