EIAW: Towards a Business-friendly Data Warehouse Using Semantic Web Technologies

Slide 1:EIAW: Towards a Business-friendly Data Warehouse Using Semantic Web Technologies

IBM China Research Lab: Guo Tong Xie, Yang Yang, Sheng Ping Liu, Zhao Ming Qiu, Yue Pan Taikang Life Insurance Company: Xiong Zhi Zhou

Slide 2:Outline

Project Background Technical Approach Customer Validation Lesson Learnt

Slide 3:Taikang Life

Slide 4:Taikang Life – The Road to Information On Demand

Centralized Business Operation Control IT View Time Business View Consolidate distributed data centers into one Master Data: Single Customer View CRM: centralized call center Business analytics, Real Time Reporting Adopt Industry best Practices Enable advanced business process re-engineering 2001 2003 2006 Business Operation Business Insight 2004 Build Information Integration Platform to integrate core systems Re-architect data mart and reporting systems, establish business analytics services Enable content services Adopt industry best practices through industry models Leverage advanced information management technologies Information Asset Information Service 2005 Replace financial Systems with SAP/DB2 Integrated Financial and business systems Information Integration Business Intelligence SAP/DB2 FOAK/IIW Enterprise Content Mgmt 2001 deploy CSC Life Asia on As/400, data center consolidation: 12 data center, each with its own applications. Reporting took 5 days to consolidate. After consolidation, HQ data center can produce report in 1 day. In 2002, 12 additional branch offices opened. They took advantage of centralize service. CRM deployment is rapid, due to II platform. SAP in 2005, integrate financial system with business operation information. Replacing the past practice of analyzing data only from production systems, to one that analyzes data from the financial system. 2001 deploy CSC Life Asia on As/400, data center consolidation: 12 data center, each with its own applications. Reporting took 5 days to consolidate. After consolidation, HQ data center can produce report in 1 day. In 2002, 12 additional branch offices opened. They took advantage of centralize service. CRM deployment is rapid, due to II platform. SAP in 2005, integrate financial system with business operation information. Replacing the past practice of analyzing data only from production systems, to one that analyzes data from the financial system.

Slide 6:Outline

Project Background Technical Approach Customer Validation Lesson Learnt

Slide 7:Typical Data Warehouse Application Deployment Process

Communicate Analysis Requirement to IT Staff Design Data Mart Model Design Cube Model Populate Data Mart Data Populate Cube Data Time Agent Product Agent work location Type of feedback Communication medium Number of terminated policies Month Agent Product Postal code Number of complaints from customers Quarter Agent Severity code Communication medium Number of newly acquired policies Month Agent Product Postal code Persistency ratio Month end Agent Product Postal code Total premium income Month Agent Product Postal code Dimension Measure Agent Performance Analysis

Slide 8:IBM Insurance Information Warehouse

2000+ business terms 200+ analysis templates

Slide 9:How to Accelerate?

Map Business Requirement to IT Data Design Data Mart Model Design Cube Model Populate Data Mart Data Populate Cube Model Develop Requirement by Using Business Metadata 1. Represent business metadata 2. Develop machine-understandable analysis requirements Automatic 3. Map business metadata to IT 4. Automate IT deployment

Slide 10:Enterprise Information Asset Workbench (EIAW)

Data Warehouse Data Mart Cube Views Metadata OLAP Server Enterprise Information Asset Workbench (EIAW) 1. Design Analysis Requirements 2. Load Enterprise Model 3. Map Analysis Requirements to IT Data 4. Automate IT Deployment Data Flow Activity Flow

Slide 11:EIAW Model Stack

Modeling Language OWL DL + Ontology Path + Rule Measure Model (Statistical Business Performance Indicators) Business Concept Model (Foundational Business Terminology and Business Logic) Dimension Model (Hierarchical Business Context for Measures) OWL DL + Ontology Path + Rule OWL DL

Slide 12:Business Concept Model – Business Terminology

Concept (owl:Class) Child Concept (rdfs:subClassOf) Attribute (owl:DatatypeProperty) Relationship (owl:ObjectProperty)

Slide 13:Business Concept Model – Business Logic

Restriction (owl:allValuesFrom)

Slide 14:Measure Model – DaysofSettlement

TotalDaysOfSettlement= IF (Claim.ofProduct.category=”INDIVIDUAL”) SUM (Claim.settlementTime.date - Claim.requestTime.date) Measure Measure Definition

Slide 15:Dimension Model – YearsOfService

Less than 1 year = CurrentYear() – Agent.agentServiceStartingDate.year < 1 2-3 years = (CurrentYear() - Agent.agentServiceStartingDate.year > 2) and (CurrentYear() - Agent.agentServiceStartingDate.year < 3) Dimension Dimension Definition

Slide 16:Mapping Model

Mapping Expression ASM Model Schema of data warehouse Insured.playedBy[Person].profRiskLevel:- F_PLCY_EVT.PLCY_PTCP_ID[D_CUST].CUST_PROF_ID[D_PROFESSI ON].RISK_LVL

Slide 17:Cube View Deployment

Example of Cube View Model Example of Customized Data Mart Schema Join Object The Cube View Cube model can be automatically generated according to customized data mart & ASM Dimension object Fact Object Example of ASM Dimension Name Measure Name

Slide 18:How EIAW Works – Use Taikang Life Claim Data

Business Concept Model Analytical Solution Model Cube View Deployment Semantic Mapping 1. Develop Analysis Requirement 2. Map Requirement to Data Warehouse 3. Automatic Deploy 4. Design Dashboard

Slide 19:Outline

Project Background Technical Approach Customer Validation Lesson Learnt

Slide 20:Validate EIAW with Customer Data/Feedbacks

Localized Business Concept Models in Taikang FOAK (Premium & Claim) Number of concepts, 76 Number of attributes, 67 Number of relationships, 48 Number of subject areas, 6 Localized Measure Models in Taikang FOAK (Premium & Claim) Number of measures, 176 Number of measures that Taikang cares, 112 Number of measures that Taikang has data to support, 115 Number of measures in Taikang existing applications, 49 Localized Measure Models in Taikang FOAK (IAS) Number of measures, 426 Number of measures in Taikang existing applications, 154 Invited Talks IBM Financial Services Solutions Symposium (FS3 2007), Dallas, 2007 IBM Asia Pacific Insurance Solution Conference, Singapore, 2007 Claim Analysis Financial Analysis

Slide 21:Outline

Project Background Technical Approach Customer Validation Lesson Learnt

Slide 22:What We Lean from Customer Engagements

Decide expressiveness of Ontology Glossary vs. Ontology Is Ontology for IT people or Business people? OWL vs. RDFS+Rule Make semantic engine manageable E.g. need a process to run a SQL in the server Use industry models as ontologies Healthcare, Financial Service, Telecom etc. Leverage mapping discovery technologies from DB community Instance-based vs. schema-based

Slide 23:Thanks

Q&A