SELF-SERVICE BI FOR INSURANCE,

HIGHER LEVEL OF SERVICE

With SAS Visual Analytics

Agenda

Introduction

Why SAS Visual Analytics

Demo 1

BI Landscape

Project Approach/Organization

Current situation

Best practices

Self-service BI

Demo 2

Q&A

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Speakers

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Steven De WeverProject Manager

Jan SmeuldersSAS VA Consultant

Belfius Insurance – Multi Channel Insurances

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LUXEMBURGBelgium

Belfius Insurance

Belfius Bank

network in Belgium

772 Branches

Corporate and

Public bankers

333 exclusive

DVV / Les AP

offices

Internet and

affinity deals

External

distribution

partnerships (in

and out

Luxemburg)

Belfius Bank &

Verzekeringen

DVV

VerzekeringenCorona Direct IWIElantis

Mortgages

through

broker

distribution

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What‘s the problem?

Not user friendly (one cannot detect trends, hard to interpret)

Data quality: is it ok? (we don’t know)

We lack flexibility: changing the reporting view requires lots of effort

Several versions of the truth

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Why SAS Visual Analytics?

For Business

Self service BI

• User creates own reports / does own analytics

• Drag & drop

• No complex « cubes »

Visual exploration of data

• Stronger insight in data & quality

– Trend spotting, Auto charting, on-the-fly hierarchies

• Drill-down functionality towards lowest level (« in memory »)

Rapid delivery of insights (web / mobile)

For IT

Control governance and empower colleagues with easy access to all data

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DEMO REPORT

SAS Visual Analytics

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Mainframe

AS-400

EUC

9

BI Landscape

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BI Landscape

Mainframe

AS-400

EUC

ODS

Operational

Data Store

(IBM DB2

on Linux)

SAS-DI

10

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Mainframe

AS-400

EUC

ODS

Operational

Data Store

(IBM DB2

on Linux)

DDS

Detailed

Data Store

(SAS DDS)

SAS-DI

SAS-DI

11

BI Landscape

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Mainframe

AS-400

EUC

ODS

Operational

Data Store

(IBM DB2

on Linux)

DDS

Detailed

Data Store

(SAS DDS)

Departe-

Mental

Data Mart

Departe-

Mental

Data Mart

…

SAS-DI

SAS-DI

SAS-DI

SAS-DI

SAS-DI

BI Landscape

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Mainframe

AS-400

EUC

ODS

Operational

Data Store

(IBM DB2

on Linux)

DDS

Detailed

Data Store

(SAS DDS)

Analytical

Reports

Reconciliation

Reports

Departe-

Mental

Data Mart

Departe-

Mental

Data Mart

SAS VA

…

SAS-DI

SAS-DI

SAS-DI

SAS-DI

SAS-DI

SAS-DI

BI Landscape

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Technical Architecture

Organization

IT makes data available in SAS VA, so that power users can make reports

Power users (Business) are given the profile of “SAS VA developer” and are able to explore data and

make reports in SAS VA. (with support of IT)

Other users consume the reports

• Interactive use

– Drill down

– Filtering

– Zoom in

– ...

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Project approach

Short time to market (quick response)

A SAS VA contact (IT) is contacted by other project teams or business users and takes care of …

• Automatisation of structural uploads (refreshes) of data in SAS VA

– End user data is stabilized in Operational data store

• Support end users (power users) in making reports

• Security

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Current situation

Already available data/reports in SAS Visual Analytics:

IT and Business Projects follow-up reporting (based on Clarity information)

Management Reporting on Corporate Insurance sales and claims

Quality Reporting on data used throughout data-warehouse processes (reconciliation, including audit trails)

Workflow Management Reporting (follow-up of back-office tasks and SLA)

Process Reporting (used for following up on operational processes, e.g. Sigedis legal declarations)

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Best Practices (1)

First experiment, then implement

Combination of data sources (ODS, DDS, Excel, …)

Once stable => ETL automation: structural load of data in SAS VA

Data Preparation (with SAS Data Integration Studio)

Reuse of the existing metadata

Focus on data quality(!) => the report is data driven: output is only as good as the input

Aim for “1 Version of the truth” (more performant, no differences)

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Best Practices (2)

Use row level security

Let’s say we have file with policy info

• Person 1 may only see “car policies”

• Person 2 may only see “fire policies”

• Person 3 may see all the policies

Don’t load the same file three times, but once and use row level security!

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Best Practices (3)

Avoid manual work in “managing” security. Make a bridge between existing security and SAS VA

row level security.

What about end user data without an existing security?

Self service BI means also that the “end user” must be able to determine security on his data.

Provide an “access” point for them, so they can adapt security. (otherwise IT can be a blocking

factor)

Only make visuals for the “questions” that need answering!

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LACO – Partner in a changing world

Strong expertise

Founded in 1986

+ 120 consultants

+ 2000 menyears of experience

Loyal customer base

SAS Partner since 1987

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Wish for…

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FasterResults

DeeperInsights

ActionableReporting

STRETCH

Approach

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Iterative

Feedback

Self-service

Coaching

This is why you need Self-Service BI!

Business

Reduced waiting times for obtaining answers to business questions.

IT

Reduced risk of ad hoc initiatives by end-users in the collection and processing of data.

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And when your are doing it right…

Business

The ability to analyze data that have not yet been included in the DW, is a key advantage for

discovering new insights.

IT

Good documentation of the SSBI findings will shorten the analysis phase for the classic BI tracks

significantly, resulting in a faster start of development of the ETL, data marts, cubes and reports.

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And in the long run…

Business & IT

SSBI creates more visibility on the complexity of the DW/BI process.

This in its turn automatically creates a better understanding on the duration of the ‘classic’ BI-

track.

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SSBI Structured vs Unstructured

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Structured SSBI Unstructured SSBI

Only allowed on valid sources of data Any data source qualifies for analysis

Governed process of report creation

and distribution

Uses unconstrained collaboration

and distribution channels

Heavy emphasis on IT control of data

assets

Emphasis on business driven

solutions

SSBI Structured vs Unstructured

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Structured SSBI Unstructured SSBI

Smooth data governance

Standardization

Data discovery

Pattern discovery

Timely decision support

Conclusion

The key is to find the balance between structured and unstructured SSBI

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DEMO SELF SERVICE BI

With SAS Visual Analytics

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Q&A

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Twitter Contest – Tweet to win prizes!

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A. You avoid the creation of “cubes”

B. You avoid having the same data source multiple times in the

LASR memory of SAS Visual Analytics

C. You are able to use the drill down functionality

6. What’s an advantage of “row level security”?

Start of your tweet Question # Your answer

Tweet your answer:

Example: @spicyanalytics 6C

Prizes to win:

1st prize: a ticket for Analytics 20152nd prize: a book of Prof Bart Baesens: “Analytics in a big data world”3rd to 30th prize: chocolates with pepper

Winners will be contacted post-Forum !