Introduction to

Global BI

Munich, April 2015

Global

Business

Intelligence

Platform

2

Standard analytics Standard solutions

Standard reports Shared services

Our vision is to provide end-to-end Business Intelligence

services globally

Standard and reusable

Business Intelligence

components

On a global IT platform

Providing shared services

Using SAS tools and

solutions

Cost synergies

Leveraging global &

specialists’ know how

Faster development by

reuse of modular

components

End-to-end products as

integrated service offering

Leading to

3

Global Business Intelligence Platform - Products

OE

Systems

Standard

Group

Platforms

External

Sources Integration layer Database layer Analytical layer Front end layer

ICB3

MDM5

FD2

Analytical models

GDW1

DWH

APM6

1Global Data Warehouse 2 Fraud Detection 3 Improve Customer Base 4 Data Quality 5 Master Data Management 6 Automatic Predictive Modeler

DQ4

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Global Data Warehouse (GDW) offers an

insurance data model adjusted to Allianz needs

DWH Model Characteristics

Global BI

Integrated with

insurance and

financial

platforms

Extensible

design, handles

various data

scenarios

Defined

business and

technical rules

Available DWH

historization

concept

Definitions and

descriptions for

all tables and

fields

Industrialized and customizable data integration

5

Fraud Detection (FD) offers a broad set of functionalities

to identify potentially fraudulent claims

1. Analytics

The solution consists of three main parts…

2. Graphical User Interface 3. Reporting Module

Different techniques used

to discover suspicious

patterns and

generate sophisticated

and configurable alerts.

Focuses on local

characteristics in data

sets.

Business rules

Global BI

Anomaly

detection

Predictive

modeling

Link network

analysis

Global BI

Global BI

Global BI

Allows to efficiently analyze

potentially fraudulent cases.

Allows to properly lead and

document the investigation.

Enables fast simulation and

calibration of the detection

models.

Claims scoring

results

Claim detail

screen

Undiscovered

connections

Global BI

Global BI

Global BI

All parties involved can

have their own dash-

boards, monitor

performance and prepare

ad hoc reports.

Manager view:

Result tracking

Claims

breakdown

Investigator view:

Individual

performance

Global BI

Global BI

Global BI

6

Characteristics Benefits

Improve Customer Base (ICB) provides Market Managers

with tools and insights to manage the customer base

Customer value

calculation

Global BI

…reflects the customers overall profitability over

time

Customer

segmentation

Global BI

…across the dimensions of need, potential and

value

Retention

analysis

Global BI

%

… predicts the probability of churn of a given

policy/customer including special models for

probability to surrender and lapse

Portfolio

cleaning

Global BI

…adds the 360° customer view through the

monetary value of the customers to the contracts

chosen by the OE for portfolio cleaning

Win-back

management

Global BI

…predicts probability of winning back customers,

enabling to concentrate on lost customers with

highest propensity of being successful reinstated

Cross

selling

Global BI

…offers predictive models which allow to easier

identify, which product should be offered to which

customer

Valuable

insights by

predicting

future

customer

behavior

OEs benefit

from a product

ready for

immediate

use

7

Data Quality (DQ) provides a fully flexible solution

to address identification, reporting and cleansing of

an organization’s data asset

Data Profiling

Data Quality Monitoring

Data Cleansing

Initial health check on current levels of Data Quality, sets the

foundation for subsequent monitoring

Repeated processing of source data files against business defined rules,

resulting metrics available through DQ Reporting portal

Optional cleansing service for the data before

returning to OE

The GloBI DQ Service offers a 3 tier approach for OE’s to any data quality concerns. Each feature is offered independently, and others can be easily added on a as needed basis.

8

Master Data Management (MDM) is a strong enabler for

effective customer insights

OE provides data files to GloBI using GloBI standard transfer medium

OE works with GloBI to define the business rules for the clustering and survivorship process

Data flows from interface into a base set of tables whereby the MDM jobs are activated via a web service call from Atlas scheduler

Results of MDM runs is to cluster and store into the Customer Hub all instances of a customer

OE has secure web service access to ‘Pull’ data into their own analytics

Hub App allows hub data search/view/manage activities

A unified view of the customer linked to their unified product portfolio (360 degree view) is a key enabler for effective customer insights

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What models can be built?

Automatic Predictive Modeler (APM) provides efficient

and fast delivery of predictive models

Sampling Model building & testing

Benefits Major functions

Reporting Scoring

Variable selection

FORMATTING

TRANSFORMATION

SUBSTITUTION

Propensity to buy (cross selling, up-selling)

Assessing response to a campaign

Claim Expectation (Yes/No, count and amount)

In general: any model with a yes/no question, a count or amount to predict

A service by Global BI:

development, maintenance, platform, support, licenses

No installation necessary – access through browser

Security based on login (SSO) with restrictions on data access

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Please feel free to contact us