中国人寿it战略规划项目数据架构规划(编辑修改稿)

中国人寿it战略规划项目数据架构规划(编辑修改稿)内容摘要：

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。