Transforming insurance data into enterprise intelligence

1. Source systems

3. Data extraction

5. Transformation

7. Data warehouse

9. SSRS / BI reporting

11. Business users

Key achievements

• Senior BA for the ongoing implementation and support of a BI solution on Microsoft SQL Server 2008.
• Handled all vital stages within the project, from requirements gathering, data analysis and technical specifications documentation through to test case preparation, testing and release to production.
• Data extraction and transformation from transactional Underwriting, Insurance and Finance systems.
• Identified segregated data sets in the business; suggested a snapshot schedule for individual data sets to be brought into the warehouse, and job scheduling for the automatic running of scheduled jobs.
• Exchange of data between third-party systems in multiple formats, such as CSV, flat files and JSON.
• Excel 2010 and Power Pivot roll-out for usage by end users.

1. Insurance functions

3. Data governance

5. Data quality

7. Standardised data

9. Central data warehouse

11. Enterprise reporting

Key achievements

• Built and delivered a central data warehouse platform and mini Finance & Actuarial data marts.
• Standardised data and measures across the business to establish a single source of truth for every data item.
• Improved data quality in the data warehouse and source systems; established a process for data governance.
• Designed and implemented a uniform approach for data transformation, data quality and data governance across all insurance business departments at Catlin, including Finance, Actuarial, Claims, Underwriting, Reinsurance, Recoveries and Enterprise Risk Management.
• Implemented a solution to process USM and SCM Bordereaux data from Lloyd's and the London market into internal Underwriting and Finance systems, as well as the data warehouse.
• Established business process around controls, checks and standards to follow within BAU for Bordereau processing within Claims, Compliance and Risk teams.
• Laid the foundation and groundwork for meeting various compliance and regulatory requirements, which led to the initiation of wider projects to meet Solvency II, IFRS, PRA and Lloyd's regulatory requirements.
• Improved existing reports and developed new ones to meet insurance directives requirements.
• Fulfilled the role of primary bridge between business users and the technical team for the successful delivery of the project.