say

Good morning, everybody. Let’s go for show you what I have done in 2009.

At the beginning of this year, I had to consolidate MI spec. and program source for CBH card MI migration. At the same time, I reply the queries on program logics and data refreshment.

When join BI team, my first task is LK weekly sales report conversion. I have created a prototype for SGH.

Secondly, I had to do a comparison between version2.x and version 3.

And also, provide the BI support to INM with Mimi and Andrew. That is 2.2.3 UAT and local report conversion.

Moreover, I joined the testing on AOC Sales Dashboard with Emma.

Lastly, consolidate KPIs from user comments for PFS Reporting

Okay. Let me go thru three highlighted items.

The first one is weekly sales report. LK team collects data from regional sites and summaries to generate the report. But, they would like to extract those KPIs from BIR2 directly. It leads to time saving and increases productivity. So, I have created a prototype report for this purpose. *** let me show report layout *** you can see some actual sales and Product Performance KPIs here. ….But, the system has a limitation on life insurance. It is because according to INM practice, they can entry the amount from day 1 to day 7. So, the report may not show the amount with reality. *** sharing *** thru this task I have more practice on report studio and confirmed that its work to extract weekly KPIs from canned report package BIR2PFS.

Second thing, I want to go thru is INM local report conversion for CRMS report. You can see that is similar to diagram in item 1. INM people would like to obtain CRMS report from BIR2 directly. For this purpose, guidelines and sample templates is provided for INM reference. I had fill up the sample gap analysis template with Andrew. The difficulty is to do field mapping, because some KPI did not extract by a single field. We need to find out the logic. In addition, we let INM to know the method to link with external source in report studio. *** show me show the method *** by this migration, I think it will increase the usage of BIR2. And, INM can develop the local report for site specific. And I also learned more about package Ops Comm.

Last one is INM 2.2.3 UAT. By use DB2, I compared the SQL result with pp reports. That is make sure KPIs are showing on report correctly. And, the Premier logic is a complex one. It includes the counting of joint accounts and sole accounts. *** let show show the logic and I use WITH statement to simplify DB2 scripts and hope that it will run faster) *** sharing *** from these testing, I learned that reports are running based on the parameter tables such as product dimension. So, we need to setup parameter carefully.

That’s the end of my presentation. And let me to wish you all merry Christmas.