Admin System Conversions

Admin System Conversions

Presentation covering policy administration system conversions and the role a data warehouse may play in such a project.

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Kevin Pledge

June 29, 2010
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Transcript

  1. Dealing with Policy Administration Systems: New, Conversions and Acquisitions 29

    June 2010
  2. Introduction • Policy Administration Systems • New legacy system /

    data integration over time • Acquisition integration across systems / data • Conversions integration over time – Maybe partial or full by functionality – How much history is included in the conversion? – Second order impacts – Updates can be equally disruptive
  3. Session Outline • Actuarial Issues • Selecting a New PAS

    / conversion strategy • Data Management Strategies – Enterprise DW – Surround Strategy
  4. Selecting a New PAS / conversion strategy Kevin Pledge

  5. Selecting a New PAS / conversion strategy • Reason for

    Change • Actuarial Role in PAS • Environment
  6. Reason for Change • Acquisition – Keep both systems –

    Convert to one system – Something in between • Need for new functionality – Product / Operational – Scope of conversion?
  7. Actuarial Role • Actuarial data requirements • Support in the

    decision process – Product support analysis – Risk / cost analysis – Business expert • Implementation support • Impacts
  8. PAS Conversion Decision • How much history to convert? •

    Is it really necessary to convert the whole system? • Plancode and other legacy carry forward
  9. IT Infrastructure – an ongoing project

  10. Changes Impact Multiple Processes Claim Sys 1 Run off Claim

    Sys 2 PAS 1 PAS 2 converted data PAS 1 PAS 2 Time • Claim system run off for existing claims, but what about admin changes, reopened claims? • Data consistency not as expected, for example changed attribute fields not consistent during conversion period.
  11. DW as a buffer to changing backend Asset PAS Agency

    Accounting Pol Service Reins POSv CRM GL Valuation Pricing Claims POS Agency Data Store Data Warehouse
  12. DW as a buffer to changing backend Asset PAS Agency

    Accounting Pol Service Reins POSv CRM GL Valuation Pricing Claims POS Agency Data Store Data Warehouse
  13. Case Studies