Information Information TechnologyTechnology

GroupGroup

Current Major Current Major Business/Technology Business/Technology

InitiativesInitiativesChurch Benefits Association - 2006 Church Benefits Association - 2006

Annual MeetingAnnual Meeting““Improving Retirement Readiness” – San Improving Retirement Readiness” – San

Diego, CA Diego, CA November 28, 2005November 28, 2005

PurposePurposeThe purpose of the IT Group is to The purpose of the IT Group is to leverage our business and technology leverage our business and technology experience and knowledge to better experience and knowledge to better support the missions of our support the missions of our organizations. This session is a forum organizations. This session is a forum for sharing ideas and information for sharing ideas and information pertaining to current initiatives, pertaining to current initiatives, discussing and evaluating technological discussing and evaluating technological trends and innovations that can add trends and innovations that can add value, and soliciting outside experience value, and soliciting outside experience to further augment our knowledge in to further augment our knowledge in new and emerging technologies new and emerging technologies relevant to our operations.relevant to our operations.

Our GoalOur Goal

* To provide an overview of * To provide an overview of some current, major some current, major

business and technology business and technology initiatives/projects underway initiatives/projects underway

within our organizations.within our organizations.

* * NoteNote that Information that Information Technology is merely an Technology is merely an enabler to successfully enabler to successfully

achieving the business goals. achieving the business goals.

Assemblies of God Assemblies of God Ministers Benefit AssociationMinisters Benefit Association(Jim La Vallee: jlavallee@AGFinancial.org)(Jim La Vallee: jlavallee@AGFinancial.org)

New master database (SalesForce.com replaced New master database (SalesForce.com replaced Goldmine)Goldmine)

Website redesign w/daily content (lots of on-going Website redesign w/daily content (lots of on-going changes)changes)

On-line EnrollmentsOn-line Enrollments

Receipting SystemReceipting System

E-Statements / Statements On DemandE-Statements / Statements On Demand

Rate of Return Calculators on websiteRate of Return Calculators on website

Security Audit and 15 new IT policiesSecurity Audit and 15 new IT policies

Call Center expanding role w/ improved reportsCall Center expanding role w/ improved reports

Assemblies of God Assemblies of God Ministers Benefit AssociationMinisters Benefit Association

(Jim La Vallee)(Jim La Vallee)

Designing new Data Center w/ Bick GroupDesigning new Data Center w/ Bick Group

Planning Wi-Fi in new HQ building w/ CiscoPlanning Wi-Fi in new HQ building w/ Cisco

Upgrade of IBM AS-400 to I-SeriesUpgrade of IBM AS-400 to I-Series

Upgrade Sungard Charlotte Trust SystemUpgrade Sungard Charlotte Trust System

Doubling technical staff over a 24-month periodDoubling technical staff over a 24-month period

Hired a Technical Trainer for proprietary Hired a Technical Trainer for proprietary applicationsapplications

New dashboards & reporting schemes for business New dashboards & reporting schemes for business intelligenceintelligence

Crystal Reports and SQL data inquiriesCrystal Reports and SQL data inquiries

Assemblies of God Assemblies of God Ministers Benefit AssociationMinisters Benefit Association

(Jim La Vallee)(Jim La Vallee)

CreatedCreated Service Level Agreements with all other Service Level Agreements with all other DivisionsDivisions

Established CRM Council to drive innovationEstablished CRM Council to drive innovation

Document Control streamlined scanning and indexingDocument Control streamlined scanning and indexing

New and improved Help Desk proceduresNew and improved Help Desk procedures

Next generation PDA replacementsNext generation PDA replacements

Adopting and adapting Six Sigma disciplines (possibly Adopting and adapting Six Sigma disciplines (possibly ISO 9004)ISO 9004)

Participated in Gartner Group Mid-size EnterpriseParticipated in Gartner Group Mid-size Enterprise

Hosting our next CBA IT Meeting in Branson May 23-Hosting our next CBA IT Meeting in Branson May 23-25, 200725, 2007

The Board of Pensions of The Board of Pensions of the Presbyterian Church the Presbyterian Church

(U.S.A.)(U.S.A.)(Ed Driscoll)(Ed Driscoll)2006 Strategic Initiatives 2006 Strategic Initiatives

Completed New Information Technology Five-Year Completed New Information Technology Five-Year Strategic PlanStrategic Plan Web Services – Implemented Secure Member Access to Web Services – Implemented Secure Member Access to Benefits InformationBenefits Information Implemented Workflow Automation Implemented Workflow Automation Implemented Medicare Part D with CMS and Express Implemented Medicare Part D with CMS and Express ScriptsScripts Implemented Oracle/PeopleSoft, CRM, and HR/Payroll Implemented Oracle/PeopleSoft, CRM, and HR/Payroll System UpgradesSystem Upgrades Developed New Business Continuity and Disaster Recovery Developed New Business Continuity and Disaster Recovery PlansPlans

2006 Tactical Initiatives2006 Tactical Initiatives Implemented Network., Telephone, and Office Automation Implemented Network., Telephone, and Office Automation UpgradesUpgrades Implemented Wireless Access on Laptop PCs Implemented Wireless Access on Laptop PCs Fully Implemented Blade Server TechnologyFully Implemented Blade Server Technology Evaluated Electronic Data Management AlternativesEvaluated Electronic Data Management Alternatives

The Board of Pensions of the Presbyterian Church (U.S.A.)

The Board of Pensions of The Board of Pensions of the Presbyterian Church the Presbyterian Church

(U.S.A.)(U.S.A.)(Ed Driscoll)(Ed Driscoll)2007 Strategic Initiatives 2007 Strategic Initiatives

Web Portal Capabilities – Transactions, E-learning, E-Web Portal Capabilities – Transactions, E-learning, E-health (Mayo Clinic) health (Mayo Clinic) Integrate and Expand Workflow Automation Integrate and Expand Workflow Automation Business Intelligence – Information at the DesktopBusiness Intelligence – Information at the Desktop Lawson Financial System Lawson Financial System UpgradeUpgrade Business Continuity and Disaster Recovery Testing and Business Continuity and Disaster Recovery Testing and Training Training

2007 Tactical Initiatives2007 Tactical Initiatives Electronic Data ManagementElectronic Data Management Remote Access via Thin Clients Remote Access via Thin Clients Document Management using MS Share Point Document Management using MS Share Point Email Management including Secure EmailEmail Management including Secure Email Expanded Security Controls Expanded Security Controls The Board of Pensions of the Presbyterian Church (U.S.A.)

Christian Brothers Christian Brothers ServicesServices

(Tom Drez: tom_drez@cbservices.org)(Tom Drez: tom_drez@cbservices.org)20062006 Implemented new data network, Avaya IP-PBX, and major iSeries Implemented new data network, Avaya IP-PBX, and major iSeries (AS/400) upgrade(AS/400) upgrade Enhanced security: single-signon, secure message center, secure Enhanced security: single-signon, secure message center, secure USB, firewall upgradeUSB, firewall upgrade Signed Sungard recovery agreement for BCP/DRSigned Sungard recovery agreement for BCP/DR Enhanced communications: use Breeze to speed content delivery to Enhanced communications: use Breeze to speed content delivery to websitewebsite

20072007 Implement multimedia contact centerImplement multimedia contact center Strive for “anything, anywhere, anyone, anytime”; develop to the Strive for “anything, anywhere, anyone, anytime”; develop to the browserbrowser Develop key performance indicator dashboards by functional areaDevelop key performance indicator dashboards by functional area Implement health care claims imaging/OCR system to generate ‘837’sImplement health care claims imaging/OCR system to generate ‘837’s Begin upgrade of property/casualty back-office systemBegin upgrade of property/casualty back-office system Upgrade infrastructure: SAN, UPS, server Upgrade infrastructure: SAN, UPS, server replacement/consolidation, backupsreplacement/consolidation, backups Plan for the customer and employee of the future and Web 2.0Plan for the customer and employee of the future and Web 2.0

(Clayton Crawley: ccrawley@cpg.org)(Clayton Crawley: ccrawley@cpg.org)

2006 Major IT Projects: Completed and Underway2006 Major IT Projects: Completed and Underway Company-Owned (Hosted) Hotsite CreatedCompany-Owned (Hosted) Hotsite Created VoIP Rolled-out to Off-Site EmployeesVoIP Rolled-out to Off-Site Employees Enterprise-wide DR/BCP Plans Created and TestedEnterprise-wide DR/BCP Plans Created and Tested New Server Room & OC-3 Ring InstallNew Server Room & OC-3 Ring Install New Spokes on Unified Database Hub & Expansion of New Spokes on Unified Database Hub & Expansion of

DTDDTD Complete Web Re-designComplete Web Re-design Oracle CRM Deployed to Primary Call CentersOracle CRM Deployed to Primary Call Centers ITS-wide Documentation, Policies, and Procedures ITS-wide Documentation, Policies, and Procedures

Created on WikiCreated on Wiki Project Management Standards Implemented for all Project Management Standards Implemented for all

ProjectsProjects

(Clayton Crawley: ccrawley@cpg.org)(Clayton Crawley: ccrawley@cpg.org)

2007 Major IT Projects: Underway and Planned2007 Major IT Projects: Underway and Planned Implement Standards for Yearly DR TestingImplement Standards for Yearly DR Testing VoIP Roll-outs for CRM Call Center EmployeesVoIP Roll-outs for CRM Call Center Employees Clean-up of Non-compliant Systems and Non-Secure Clean-up of Non-compliant Systems and Non-Secure

ProcessesProcesses Linking of Unified Database with Web for Individual Self-Linking of Unified Database with Web for Individual Self-

ServiceService Web Self-Service for Clients in Life, Medical, & PensionsWeb Self-Service for Clients in Life, Medical, & Pensions Continued Roll-out of ECM and Document GenerationContinued Roll-out of ECM and Document Generation ITS-wide Reporting and Metrics (BI & BAM)ITS-wide Reporting and Metrics (BI & BAM) Enterprise-Wide Projects Program Support: Integration as Enterprise-Wide Projects Program Support: Integration as

a Prioritya Priority Support of Healthcare and Pensions 3-year InitiativesSupport of Healthcare and Pensions 3-year Initiatives

Evangelical Lutheran Evangelical Lutheran Church in America Board Church in America Board

of Pensionsof Pensions(Steve Willems: swillems@elcabop.org)(Steve Willems: swillems@elcabop.org) Multi-Year Business-Driven IS StrategyMulti-Year Business-Driven IS Strategy

Replacement of Legacy Benefits Administration System (Targeted July Replacement of Legacy Benefits Administration System (Targeted July 2007)2007) Record Keeping – Complete - Outsourced to ACSRecord Keeping – Complete - Outsourced to ACS Enrollment & Eligibility – Complete - Custom Developed .Net Enrollment & Eligibility – Complete - Custom Developed .Net

applicationapplication Billing & Receipting – Implementing iMis solution from Advanced Billing & Receipting – Implementing iMis solution from Advanced

Solutions International. Going live Q207. Online bill presentment Solutions International. Going live Q207. Online bill presentment and payment and online indicative data change available late 2007.and payment and online indicative data change available late 2007.

Annuity Payments – Outsourcing to JP Morgan beginning January Annuity Payments – Outsourcing to JP Morgan beginning January 2007.2007.

Web Implementation – New website (Web Implementation – New website (www.elcabop.orgwww.elcabop.org) available Q406.) available Q406. CRM VisioningCRM Visioning Enterprise ReportingEnterprise Reporting Records RetentionRecords Retention Disaster Recovery Site RefreshDisaster Recovery Site Refresh

(Tom O’Neill: toneill@pbucc.org)(Tom O’Neill: toneill@pbucc.org)

2006 Implementations2006 Implementations Annuity Offerings ConsolidatedAnnuity Offerings Consolidated Medicare Part D InitiativesMedicare Part D Initiatives Web Based Billing & ReceivablesWeb Based Billing & Receivables Hot Site Operational – Core SystemsHot Site Operational – Core Systems Avaya VoIP & IP-Office Rolled OutAvaya VoIP & IP-Office Rolled Out

2007 Agenda2007 Agenda Life Cycle Pension FundsLife Cycle Pension Funds Institutional Marketing CampaignsInstitutional Marketing Campaigns Website – Strategic PresenceWebsite – Strategic Presence DR/BCP – Work In ProgressDR/BCP – Work In Progress

The General Board of The General Board of Pension and Health Pension and Health

Benefits of Benefits of The United Methodist The United Methodist

ChurchChurchIT Update November, 2006

Eileen Kane

(Eileen Kane: ekane@gbop.org)

15

IT Infrastructure IT Infrastructure Challenges – current stateChallenges – current stateLegacy of

years of independent developments linked together with point-to-point connections

~40% of IT budget is spent on developing and maintaining connectivity among specialized systems

via FE

Flat File

withTrade Level

Details

Daily Batch File of

Client TransactionData

(Every 10

Minute Full

Load FileFeed)

Counterparty Data

Including Acronym,

NAICS Code, etc.

(Every 10 Minutes)

Manual

Entry (e.g.,

Credit Default

Swaps)

Bloomberg

Terminal

Manual

Entry

Settlement

Instructions

Contact

Information

Bond

Query Tool

Term

Sheet

Manual

Entry

Risk forHedges

CED

(Core Entity Database)

Nightly Refresh

at 8 PM EST

CIBR(Client Information

Business Resources)

CDOT(Client Data

Operations Tool)

Add /

ModifyEntity

Data

NEWS

(New Account Entry Workstation)

List of

Names

& GCIsvia SOAP

DB XML

Daily Feed

via SQL

(Daily Feed

via PLSQL)

Data From

FIMIS w/

RCID/GCI

Mapping

Uses CCS - AMiddleware Layer for

other Applications to

Interface with CED

MIS Version of CED.

Stores X-Ref Reporting

Tables (XRT) for

Mapping GCIs to otheridentifiers such as CIS,

Tax ID, etc.

Risk forHedges

GCI

GCI

Acronym

Customer

(RCID) &

Transaction

Data

RCID

& GCI

GCI

GCI

Acronym

Red

IssuerIdentifier

Data

Accounting /

GL InformationTrade Data

Electronic Confirms

(XML Message via

MQ Series Link)

Paper

Confirms

Customer

Long

Name

& Acronym

Document

Management

System

Application for

Trade Matching

Days Changes in CED are Applied

Nightly to CGS (1:00 AM EST), and aComplete Dump is Performed Weekly

Bond Static Data

Not Found in EJV is

Looked Up via

Bloomberg Terminal

and Manually

Entered into ALICEvia the Bond Query

Tool

GCI

GCI,

Acronym

& Legal

Names

BondCounterparty &

Issuer Data

Web Based Interface

to ALICE for Adding/

Modifying Bond Data

Web Based

Interface to

ALICE for

Reading

Issuer Data

Trade Entry

Pricing Risk

P&L

Structured

Products and

Static Data

Repository

Treasury / Agency

Bond Static Data

Loan Static Data

Portfolio Trade

Editor - Set

Attributes for

Inclusion in

Credit Risk

Exposure

Entry of

Loan

Positions

Includes Credit

Risk Exposure

Processes

(FE and Credit

Manager)

Books & Records Servicefor External Clients

Payments

Instructions

G/L &

Data Source for Regulatory

Reporting

Contains End of Day

Snapshot of IRP for London

(3:00 PM), Tokyo (9:00 AM)

& US (9:00 PM)

Market-to-Market,

Potential Composite

Exposure

(Counterparty Risk),

& Limits for

Derivatives (Manually

Established by

CMCLA)

Futures & Options Bonds

Systems of Record.

Calculates Market

Risk for Hedges

(Exchange Trades)

Regulatory

Reporting on

Small Subset of

Data

Diamond

G/L P/L Ad Hoc Reporting

Portfolio Mgmt

Credit Group

Monitors and

Reports

Counterparty Risk for

Fixed Income &

Issuer Risk for Fixed

Income and

Structured Products.

Fixed Income

Exposure

CMCLA

Browser-Based

Application used

to Maintain

Credit Limits

Risk

Rating

Stores All Netting

Agreements &

Other Documents

Used in Automated

Risk Management

within GCIB.

Stores CSDs &

CSAs, and

Maintains

Counterparty Limits

as Input to Trade

Input Systems.

Manages and Reports

Country and Portfolio Risk.

aSQL/FTP

a

a

EJV Bond Imports

(Real-Time if

queried by user)Issuer Base Model that

Calculates Risk for BondIssuers

Credit &Rates Issuer

and Security

Static Data

RED ID

TPD

(Traded Products Database)

c

b

e

e

Derivative

ExposureFrom

MACRisk

From

CGS

From

CGS

From

NEWS

Front End TradingSystem for Municipals

Factors& Rates

(Daily)

Factors

& Rates

(Nightly)

Factors

& Rates

(Daily)

Security Details(Real-Time) &

SettlementNotification

TransactionDetails

(Real-Time)

Transaction

Details for US

(Real-Time)

Transaction

Details

(Real-Time)

Sales

RequestNew

Account

Middle OfficeSystem Used to

Maintain Trades

and CalculateRisk

Trades

GCI

Ticker

Rates

Legal Name

(Real-Time)

Account

Information

d

Account

Opening

Request with

Account Info

Request

Confirmation

Legend:

f

c

New

Accounts

Group

Open New /Maintain

Accounts

AccountOpening

Workflow

Engine

CDR

(Corporate Data Repository)

Activity Data

(Real-Time)

Activity: - P&L

- Indicative data for transactions

- Positions - Payables/Receivables

- Corporate Actions

Master

Repo

Accounts

b

f

TransactionDetails for International

Static Data

Editor

Payment

Notices

Other

Documents

& E-mails

Client Services

Group Workflow &

Document

Tracking

CDR DB(local version of Corporate Data

Repository)

g

g

DailyFeed

Marketers

MaintainContacts

Trade Support

for FX

Trader II

Request

Mnemonic

Sierra

Enter

MnemonicCreated in CLAS

EnterMnemonic

Created in CLAS

Provide

Mnemonic

Create

Mnemonic

Create

CGS Acronym

Cumulus

INA(Integrated Name & Address)

GTM(Global Transaction Manager)

ARTS

BPS

ADP #

ICI / IMPACT

Entity Short

Name

Bloomberg

FT Interactive

COAS(Credit Option Adjusted Spread)

EJV

SMDB GOV DB

(Security Master Database)

Investment

Grade,

ABS/MBS& Agency

Static Data

Fixed Income

Cash Front-Office

Applications?

To

CDR

DB

InfinityCLAS

(Credit Limit

Administration System)

PDT

Front Office

View

EntityInformation

in CED

DMO

Assign /Validate GCI

FIMIS(Fixed Income Management

Information System)

RCID

STARS(Sales Tracking & Reporting

System)

GCI

Customer Data

Including Acronym, GCI & Legal Name

(Real-Time via XML-JMS)

GBS

(Global Banking System)

CIS

International Traded

Products

d

GCIB Profitability

GPI

RED(Reference Entity

Database)

Maintain Customer

Data (not incl. Legal Name,

GCI, Acronym,

LOB & Address

Maintain

Issuer Data

Dalcomp SocratesDeriv Data /

Synchrony

Client Services

ACBS Capital Manager

IRP

(Interest Rates Products)

ICDAS

Static Data Group

MACRisk /

TCRIS

FIN39

Marketto

Market

BOLT(Bond Online Trading System)

Bank ID

PIMS(Portfolio Information

Management System)

CRMS(Credit Risk

Mgmt System)

Prepare

Credit

Approval

Documents

Custodian

CONFIRM

Conman

Real

TimeFeed

Advantage

Confirmed

Trades

DTCC

CREST(Credit Risk Exposure System)

CMDS(Capital Markets Documentation

System)

CCMS(Counterparty Collateral

Management System)

AVALON

TONGA

Computron

Replication

of Data

GMI

Entity

Data

Instrument

Data

To Bloomberg

To BOLT To INA

To ARTS

To MACRisk/TCRIS, FIN39,

CREST, TPD, CMDS, & CCMS

From

NEWS

From

Bloomberg

From

NEWS

To

PIMS

From

NEWS

Bond Holdings

Database

Corporate Bond

Match

Bloomberg’s

BSOClient Portfolios

h

h

From

FIMIS

To Bond

Holdings

Database

eMAXX

Thomson

LDAP

Portal Entitlements

Entity information source for

Fixed Income Front-Office

Used to set-

up clientinformation

includingRegistered

Rep #, shortname &

long name

Matches client long &

short positions to BofAadvertised positions

Provides clientpositions information

Bloomberg ID

(8 digit)

New Issues

Avenue

Current ActivitiesCurrent ActivitiesMajor IT Transformation underwayMajor IT Transformation underway

Key components include:Key components include: streamlined, scalable, service oriented architecturestreamlined, scalable, service oriented architecture single sign-onsingle sign-on portal delivery with enhanced services availableportal delivery with enhanced services available

Plan Sponsor – Phase 1Plan Sponsor – Phase 1 Participant – Phase 2Participant – Phase 2 CSR’s – Phase 3CSR’s – Phase 3

automated workflow and imagingautomated workflow and imaging health administration systemhealth administration system upgraded retirement/participant service systemupgraded retirement/participant service system data warehouse and EISdata warehouse and EIS

• 2 months into ~ 24 month effort2 months into ~ 24 month effort

Unified Architecture Unified Architecture solution - end statesolution - end state

Other Current ActivitiesOther Current Activities

• Readying organization for launch of new DB/DC retirement product Live date January 1, 2007

• Continuing to implement COBIT process maturity improvements 2006 focus has been on project management, planning and estimation 2007 focus will be on more agile development and testing standards

• Evaluating DR hot site and facilities changes

• Continuing infrastructure updates including: streamlined environment security, spam/virus and patch management improvements

• Evaluating VMware

Thank You!Thank You!

Church Benefits Association Church Benefits Association WebsiteWebsite

www.churchbenefitsassociation.orgwww.churchbenefitsassociation.org

ResourcesResources::1. CBA IT Group Section of CBA Website 1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual (this PowerPoint presentation, the annual Business &Business & Technology Survey, and more) Technology Survey, and more)

2. Contact the CBA IT Group via Tom Drez, 2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at 630-378-2903 or Christian Brothers Services at 630-378-2903 or tom_drez@cbservices.orgtom_drez@cbservices.org

3. Feel free to contact any group member using 3. Feel free to contact any group member using their eMail address as listed on their slide(s).their eMail address as listed on their slide(s).