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: [email protected])(Jim La Vallee: [email protected])
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: [email protected])(Tom Drez: [email protected])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: [email protected])(Clayton Crawley: [email protected])
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: [email protected])(Clayton Crawley: [email protected])
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: [email protected])(Steve Willems: [email protected]) 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: [email protected])(Tom O’Neill: [email protected])
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: [email protected])
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 [email protected][email protected]
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).