【正文】 on Develop customer specific illustrations Submit new business Determine suitability Capture responses Develop and design changes to marketing correspondence Execute full launch of a direct/solicited campaign Solicit intermediary feedback Determine suitability Apply cash with app Perform actuarial assessment Determine contract/policy level pricing Submit amount due financials Capture new applications Submit paperwork for imaging and archiving Capture 1035s and initial payment information Execute underwriting for Life Handle NIGOs Handle Inquiries Capture servicing requests Escalate problems/ plaints Record contact Capture claim information Explain product features Refer advisor/intermediary Deliver billing information and statement Collate munication Determine customer satisfaction Submit payouts Escalate claim cases Process claims/ disbursements Calculate payout option Tax,SEC, Statutory rpting Individual rpting1099/5498 Perform NASD filing Perform state filing Process 1035 Requests Process ining payments Process withdrawal requests Process loan requests Process annuitization requests Consolidate orders Perform trading Reconcile balances Manage funds Develop and maintain curricula Conduct training Perform preventive law pgms Manage outside counsel Protect intellectual property Review contracts Review product concepts Conduct litigation Calculate variable p and missions Maintain variable p balances Submit payment requests Calculate variable pensation Submit variable pensation payment requests Setup missions specials Plan wholesaler appointments Lead generation Respond to wholesalers/advisor /intermediary inquiries Capture product exception requests Distribute marketing materials Maintain product information Publish target product binations Maintain illustration models Maintain legal disclosure Associate products with segments Provide helpdesk support Escalate unresolved issues Maintain funds alloc. Model Administer Billing Process surrender request Maintain statement cycle maintain policy contracts maintain postclaim payout sched. Post moary transactions Calculate fees Maintain balances Process ining checks Check issuance Handle ACH transaction Submit transaction postings Maintain balances Maintain accounts hierarchy Allocate financial postings Maintain treasury Identify inplete customer info Maintain customer demographics Maintain customer prod. and serv. terms Assign inquiry to resource Determine inquiry type Maintain contact history Imaging and archiving Handle ining mail Print/mail outgoing mail Conserve business Process Payroll Administer staff Recruit new brokerdealers Ensure share of sales Assess distribution requirements Develop distribution strategy Develop sales support strategy Develop productivity strategy Develop incentive strategy Develop pliance guidelines Forecast sales Calculate Commissionable Event Select suppliers Develop and track unit performance to budgets Define policy Define anization Define roles and responsibilities Operate Execute Lines of Business Product Lines Enterprise Administration Customer Contact Servicing Offer Development Product Development Setup and Distribution Know Your Customers Finance Money Management Sell to the Customer Product Services Operations Transaction Processing Plan Analyse Refine Operate Execute Monitor, Detect, React Control 組件模板 組件 ponent name 描述 12 paragraph description 活動(dòng) list of contained activities 邊界接口 content, schedule protocol 外部接口 content, schedule protocol 先線功能 key supported functions 離線功能 main batch processes 主 參考數(shù)據(jù) data CRUD and governance 用戶 用法 users and configurations 應(yīng)用技能 IT – base leading 應(yīng)用流程 Process prev. practices/diagnostics 經(jīng)濟(jì)上的作用 Link to economic potential 業(yè)務(wù)的重要性 Mapping to objectives 當(dāng)前的系統(tǒng)覆蓋 functional footprint by system EXAMPLE12 Copyright IBM Corporation 2023 業(yè)務(wù)流程 /組件狀態(tài)圖 維度和屬性 ? 用所有的業(yè)務(wù)組件和所有的流程創(chuàng)建矩陣，單元說(shuō)明支持（如 H/M/L110）的考量。 ? 一個(gè)狀態(tài)圖處理一個(gè)業(yè)務(wù)流程，有代表性的一個(gè)流程可能涉及 515個(gè)活動(dòng)， 活動(dòng)可能分布在 27個(gè)業(yè)務(wù)組件 ? 在狀態(tài)圖里描述唯一的主要路徑，不可能有太多的平行線和交叉的線 Business Process 1 Business Process 2 Business Process …n 業(yè)務(wù)組件 1 業(yè)務(wù)組件 2 業(yè)務(wù)組件 …n High 7 Primary Enabler Medium Business Process 3 業(yè)務(wù)組件 Activities ? Define product servicing policies ? Determine if CM qualifies for convenience checks ? Fulfil convenience check request ? Plan product processing capacity and analyse volumes/efficiency ? Track alliance partner delivery to SLA ? Plan servicing capacity based on volumes ? Refine product servicing approaches (QA) Busin Process 2 業(yè)務(wù)組件 Activities Business Modeling Sales Exchange Medium Prodtn Mgmt. ? Define product servicing policies ? Determine if CM qualifies for convenience checks ? Fulfil convenience check request ? Plan product processing capacity and analyse volumes/efficiency ? Track alliance partner delivery to SLA ? Plan servicing capacity based on volumes ? Refine product servicing approaches (QA) Business Process 1 業(yè)務(wù)組件 Activities Business Modeling Sales Exchange Medium Prodtn Mgmt. or: EXAMPLE13 Copyright IBM Corporation 2023 業(yè)務(wù)組件的戰(zhàn)術(shù)作用 維度和屬性 ? 業(yè)務(wù)組件經(jīng)濟(jì)價(jià)值的分配 , 首先在單獨(dú)的業(yè)務(wù)流程級(jí)別 , 接著是所有業(yè)務(wù)組件內(nèi)流程的合計(jì) ? 作為一個(gè)顯示的例子，避免文字上的過(guò)度解釋，經(jīng)濟(jì)價(jià)值的計(jì)算將簡(jiǎn)單的分類 ? 不超過(guò) 510個(gè)關(guān)鍵的組件將被列出 $? $? $? $? $? $? $? $? $? Cost Revenue Risk Total $x+y+z $x $y $z b% of y c% of z a% of x yb% of y cc% of z xa% of x Total $ Re