CBA Information Technology Group - Church Benefits Association

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17 févr. 2014 (il y a 3 années et 7 mois)

83 vue(s)

Information Technology

Group


Current Major Business/Technology
Initiatives


Church Benefits Association
-

2006 Annual Meeting

“Improving Retirement Readiness”


San Diego, CA

November 28, 2005

Purpose

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

Our Goal


* To provide an overview of some
current, major business and
technology initiatives/projects
underway within our organizations.


*
Note

that Information Technology is
merely an enabler to successfully
achieving the business goals.

Assemblies of God

Ministers Benefit Association

(Jim La Vallee: jlavallee@AGFinancial.org)

New master database (SalesForce.com replaced Goldmine)

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

On
-
line Enrollments

Receipting System

E
-
Statements / Statements On Demand

Rate of Return Calculators on website

Security Audit and 15 new IT policies

Call Center expanding role w/ improved reports



Assemblies of God

Ministers Benefit Association

(Jim La Vallee)



Designing new Data Center w/ Bick Group

Planning Wi
-
Fi in new HQ building w/ Cisco

Upgrade of IBM AS
-
400 to I
-
Series

Upgrade Sungard Charlotte Trust System

Doubling technical staff over a 24
-
month period

Hired a Technical Trainer for proprietary applications

New dashboards & reporting schemes for business intelligence

Crystal Reports and SQL data inquiries




Assemblies of God

Ministers Benefit Association

(Jim La Vallee)



Created

Service Level Agreements with all other Divisions

Established CRM Council to drive innovation

Document Control streamlined scanning and indexing

New and improved Help Desk procedures

Next generation PDA replacements

Adopting and adapting Six Sigma disciplines (possibly ISO 9004)

Participated in Gartner Group Mid
-
size Enterprise

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


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

(Ed Driscoll)

2006 Strategic Initiatives



Completed New Information Technology Five
-
Year Strategic Plan



Web Services


Implemented Secure Member Access to Benefits Information



Implemented Workflow Automation



Implemented Medicare Part D with CMS and Express Scripts



Implemented Oracle/PeopleSoft, CRM, and HR/Payroll System Upgrades



Developed New Business Continuity and Disaster Recovery Plans


2006 Tactical Initiatives



Implemented Network., Telephone, and Office Automation Upgrades



Implemented Wireless Access on Laptop PCs



Fully Implemented Blade Server Technology



Evaluated Electronic Data Management Alternatives

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

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

(Ed Driscoll)

2007 Strategic Initiatives



Web Portal Capabilities


Transactions, E
-
learning, E
-
health (Mayo Clinic)



Integrate and Expand Workflow Automation



Business Intelligence


Information at the Desktop



Lawson Financial System
Upgrade



Business Continuity and Disaster Recovery Testing and Training


2007 Tactical Initiatives



Electronic Data Management



Remote Access via Thin Clients



Document Management using MS Share Point



Email Management including Secure Email



Expanded Security Controls

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

Christian Brothers Services

(Tom Drez: tom_drez@cbservices.org)

2006



Implemented new data network, Avaya IP
-
PBX, and major iSeries (AS/400) upgrade



Enhanced security: single
-
signon, secure message center, secure USB, firewall upgrade



Signed Sungard recovery agreement for BCP/DR



Enhanced communications: use Breeze to speed content delivery to website


2007



Implement multimedia contact center



Strive for “anything, anywhere, anyone, anytime”; develop to the browser



Develop key performance indicator dashboards by functional area



Implement health care claims imaging/OCR system to generate ‘837’s



Begin upgrade of property/casualty back
-
office system



Upgrade infrastructure: SAN, UPS, server replacement/consolidation, backups



Plan for the customer and employee of the future and Web 2.0

(Clayton Crawley: ccrawley@cpg.org)


2006 Major IT Projects: Completed and Underway


Company
-
Owned (Hosted) Hotsite Created


VoIP Rolled
-
out to Off
-
Site Employees


Enterprise
-
wide DR/BCP Plans Created and Tested


New Server Room & OC
-
3 Ring Install


New Spokes on Unified Database Hub & Expansion of DTD


Complete Web Re
-
design


Oracle CRM Deployed to Primary Call Centers


ITS
-
wide Documentation, Policies, and Procedures Created on Wiki


Project Management Standards Implemented for all Projects



(Clayton Crawley: ccrawley@cpg.org)


2007 Major IT Projects: Underway and Planned


Implement Standards for Yearly DR Testing


VoIP Roll
-
outs for CRM Call Center Employees


Clean
-
up of Non
-
compliant Systems and Non
-
Secure Processes


Linking of Unified Database with Web for Individual Self
-
Service


Web Self
-
Service for Clients in Life, Medical, & Pensions


Continued Roll
-
out of ECM and Document Generation


ITS
-
wide Reporting and Metrics (BI & BAM)


Enterprise
-
Wide Projects Program Support: Integration as a Priority


Support of Healthcare and Pensions 3
-
year Initiatives



Evangelical Lutheran Church in
America Board of Pensions

(Steve Willems: swillems@elcabop.org)


Multi
-
Year Business
-
Driven IS Strategy


Replacement of Legacy Benefits Administration System (Targeted July 2007)


Record Keeping


Complete
-

Outsourced to ACS


Enrollment & Eligibility


Complete
-

Custom Developed .Net application


Billing & Receipting


Implementing iMis solution from Advanced
Solutions International. Going live Q207. Online bill presentment and
payment and online indicative data change available late 2007.


Annuity Payments


Outsourcing to JP Morgan beginning January 2007.


Web Implementation


New website (
www.elcabop.org
) available Q406.


CRM Visioning


Enterprise Reporting


Records Retention


Disaster Recovery Site Refresh




(Tom O’Neill: toneill@pbucc.org)

2006 Implementations


Annuity Offerings Consolidated


Medicare Part D Initiatives


Web Based Billing & Receivables


Hot Site Operational


Core Systems


Avaya VoIP & IP
-
Office Rolled Out


2007 Agenda


Life Cycle Pension Funds


Institutional Marketing Campaigns


Website


Strategic Presence


DR/BCP


Work In Progress

The General Board of Pension
and Health Benefits of

The United Methodist Church



IT Update November, 2006




Eileen Kane

(Eileen Kane: ekane@gbop.org)

15

IT Infrastructure Challenges


current state

Legacy 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

with

Trade Level

Details

Daily Batch File of

Client Transaction

Data

(Every 10

Minute Full

Load File

Feed)

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 for

Hedges

CED

(Core Entity Database)

Nightly Refresh

at 8 PM EST

CIBR

(Client Information

Business Resources)

CDOT

(Client Data

Operations Tool)

Add /

Modify

Entity

Data

NEWS

(New Account Entry Workstation)

List of

Names

& GCIs

via SOAP

DB XML

Daily Feed

via SQL

(Daily Feed

via PLSQL)

Data From

FIMIS w/

RCID/GCI

Mapping

Uses CCS

-

A

Middleware Layer for

other Applications to

Interface with CED

MIS Version of CED.

Stores X
-
Ref Reporting

Tables (XRT) for

Mapping GCIs to other

identifiers such as CIS,

Tax ID, etc.

Risk for

Hedges

GCI

GCI

Acronym

Customer

(RCID) &

Transaction

Data

RCID

& GCI

GCI

GCI

Acronym

Red

Issuer

Identifier

Data

Accounting /

GL Information

Trade 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 a

Complete Dump is Performed Weekly

Bond Static Data

Not Found in EJV is

Looked Up via

Bloomberg Terminal

and Manually

Entered into ALICE

via the Bond Query

Tool

GCI

GCI,

Acronym

& Legal

Names

Bond

Counterparty &

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 Service

for 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.

a

SQL/FTP

a

a

EJV Bond Imports

(Real
-
Time if

queried by user)

Issuer Base Model that

Calculates Risk for Bond

Issuers

Credit &

Rates Issuer

and Security

Static Data

RED ID

TPD

(Traded Products Database)

c

b

e

e

Derivative

Exposure

From

MACRisk

From

CGS

From

CGS

From

NEWS

Front End Trading

System for Municipals

Factors

& Rates

(Daily)

Factors

& Rates

(Nightly)

Factors

& Rates

(Daily)

Security Details

(Real
-
Time) &

Settlement

Notification

Transaction

Details

(Real
-
Time)

Transaction

Details for US

(Real
-
Time)

Transaction

Details

(Real
-
Time)

Sales

Request

New

Account

Middle Office

System Used to

Maintain Trades

and Calculate

Risk

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

Account

Opening

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

Transaction

Details 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

Daily

Feed

Marketers

Maintain

Contacts

Trade Support

for FX

Trader II

Request

Mnemonic

Sierra

Enter

Mnemonic

Created in CLAS

Enter

Mnemonic

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

Infinity

CLAS

(Credit Limit

Administration System)

PDT

Front Office

View

Entity

Information

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

Socrates

Deriv Data /

Synchrony

Client Services

ACBS

Capital Manager

IRP

(Interest Rates Products)

ICDAS

Static Data Group

MACRisk /

TCRIS

FIN39

Market

to

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

Time

Feed

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

BSO

Client 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 client

information

including

Registered

Rep #, short

name &

long name

Matches client long &

short positions to BofA

advertised positions

Provides client

positions information

Bloomberg ID

(8 digit)

New Issues

Avenue

Current Activities

Major IT Transformation underway


Key components include:


streamlined, scalable, service oriented architecture


single sign
-
on


portal delivery with enhanced services available


Plan Sponsor


Phase 1


Participant


Phase 2


CSR’s


Phase 3


automated workflow and imaging


health administration system


upgraded retirement/participant service system


data warehouse and EIS


2 months into ~ 24 month effort


Unified Architecture solution
-

end state

Other 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!

Church Benefits Association Website

www.churchbenefitsassociation.org



Resources
:

1. CBA IT Group Section of CBA Website


(this PowerPoint presentation, the annual Business &


Technology Survey, and more)


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


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