3. Key Strategic Priorities &
Objectives
Improve business efficiency and leverage
on the reporting capabilities of an
organization wide business application that
can support scalability of the business
5. Warba IT Solutions Universe
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
6. IT : as of 2009
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
7. Prepare & Build β Infrastructure
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
8. Prepare & Build β Infrastructure
DATA CENTER
STORAGE
FIBER SATA
SERVERS
IBM
BLADE
CENTER
HP
SERVERS
NETWORKS
SWITCHES
FIREWALLS
& PROXY
NLB
NETWORK
LOAD
BALANCERS
ISP
ROUTERS
PLATFORMS
WINDOWS
SERVER
SQL
SERVER
9. Prepare & Build β Administration
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
10. Prepare & Build β Administration
MICROSOFT TECHNOLOGIES
SYSTEM CENTER
DPM
BACKUPS
FOPE
ONLINE
EMAIL
SECURITY
SCVM
VIRTUAL
SERVERS
SCCM
DESKTOP
MGMT
SCOM
OPS
MGMT
EXCHANGE
EMAIL AUTO
SIGNATURE
AD
ACTIVE
DIRECTORY
IBM
COGNOS
(ADMIN)
11. Prepare & Build β Business Tools
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
12. Prepare & Build β Business Tools
PRODUCTIVITY
E-MAIL
& AD
MS
OFFICE
DMS
DOCUMENT
MANAGEMENT
SYSTEM
PORTAL
SHAREPOINT
IP
PHONES
NOKIA
SMART
PHONES
ATTENDANCE
SYSTEM
13. Prepare & Build β Business Solutions
BUSINESS
CONTINUITY
PLAN
BUSINESS SOLUTIONS
BUSINESS TOOLS
ADMINISTRATION
INFRASTRUCTURE
14. Prepare & Build β Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
FIRSTAPEX
ERP
ENTERPRISE
RESOURCE
PLANNING
SOA
SERVICE ORIENTED
ARCHITECTURE
CRM
CUSTOMER
RELATIONSHIP
MANAGEMENT
ECRM
ELECTRONIC
CUSTOMER
RELATIONSHIP
MANAGEMENT
15. Prepare & Build β Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95%
16. Prepare & Build β Business Solutions
CORE INSURANCE SYSTEM
INDIV.
LIFE
GROUP
LIFE
GROUP
MEDICAL
MOTOR MARINE FGA
95% 95% 95% 95% 95% 95%
17. Prepare & Build β Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95% 70%
19. Prepare & Build β Business Solutions
BI & REPORTING
DATA WAREHOUSE
CORE
INSURANCE
ERP SOA CRM ECRM
95% 70% 40%
20. Prepare & Build β Business Solutions
SERVICE ORIENTED ARCHITECTURE
INTEGRATION
BETWEEN BUSINESS SOLUTIONS
Ex: FA to/from AX
PROCESSES & WORKFLOWS
Ex: AUTOMATED IT SERVICE
REQUESTS
40% 40%
21. Integration Web Services
Title Description Business Purpose
Cash policy
Related to policies issued by Marine & Motor
Departments. Cash policies are those which are issued
and settled at the same time due to payment of cash by
the customer.
To create a financial transaction entry
in GL β General Journal in order to
synchronize the financial activity of the
FA System with AX by preventing
manual data entry into AX resulting in
the data integrity of the same.
Credit
policy
Related to policies issued across all Departments. Credit
policies are those which are issued but settled at a later
time by the customer.
Self-service
policy
Related to policies issued by Group Life and Group
Medical Departments. Self-service policies are those
which are issued for Warba Staff and will be recorded as
expenses in the GL.
Reinsurance
transaction
A. Whenever an RI allocation is posted on a policy or
endorsement for Facultative Re-Insurers, accounting
entries are created.
B. When a claim is settled involving facultative RI
distribution, accounting entries are created.
22. Integration Web Services
Title Description Business Purpose
Month end
treaty
transaction
A. Premium component shall be accounted
for unearned premium reserves (UPR) for
any given month and hence, accounting
entries are created.
B. Likewise, claimsβ outstanding amounted
shall be accounted for any given month
and hence, accounting entries are created.
C. Treaty premiums shall be accounted for
each treaty for any given month and
hence, accounting entries are created.
D. Treaty claims shall be accounted for each
treaty for any given month and hence,
accounting entries are created.
To create a financial transaction entry in GL β
General Journal in order to synchronize the
financial activity of the FA System with AX by
preventing manual data entry into AX resulting in
the data integrity of the same.
Payment and
Receipt
Vouchers
A. Receipt vouchers shall be created for Cash
Policies / Endorsements where premium is
positive
B. Payment vouchers shall be created for
Cash Refund Endorsements
To create a financial transaction entry in GL β
General Journal in order to synchronize the
accounting activity between FA & AX
Whenever insurance related debit/credit notes
(which have originated from FA) are settled in MS
Dynamics AX, those voucher details should be
back-updated in FirstApex resulting the
synchronization of accounting balances between
both systems.
23. Integration Web Services
Title Description Business Purpose
Claim
Voucher
A. For settled claims, Credit Notes shall be created
for a payee account (Customer/Service
Provider/others)
B. For Claimsβ Recoveries, Debit Notes shall be
created for the party from whom the recovery is
made.
To create a financial transaction entry in
GL β General Journal in order to
synchronize the financial activity of the FA
System with AX by preventing manual
data entry into AX resulting in the data
integrity of the same.
New General
Ledger
When any insurance related GL Chart of Account
(COA) is defined in MS Dynamics AX, the same COA
has to be used within FA.
To regularly synchronize (add & update)
Master Data from the MS Dynamics AX
system into the FirstApex System.
New
Customer
When any insurance related Party/Customer/Service
Provider/Broker is defined in MS Dynamics AX, the
same has to be added in FA.
New Vendor
When any insurance related Vendor is defined in MS
Dynamics AX, the same has to be added in FA.
New
Employee
When any insurance related Employee is defined in
MS Dynamics AX, the same has to be added in FA.
New
Dimension
When any new branch is defined (as a Dimension) in
MS Dynamics AX, the same has to be added in FA.
New
Currency
When any new currency is defined in MS Dynamics
AX, the same has to be added in FA.
New
Exchange
Rate
When any new exchange rate is defined in MS
Dynamics AX, the same has to be added in FA.
24. Prepare & Build β Business Solutions
CUSTOMER RELATIONSHIP MANAGEMENT
CUSTOMER
PROFILES
MARKETING
CAMPAIGNS
SALES
TRACKING
CALL
HANDLING
TRANSACTION
SUPPORT