This document provides a case study on using CA ERwin Data Modeler (CA ERwin DM) and CA ERwin Model Manager (CA ERwin MM) across insurance industries. It discusses why these tools were chosen over other options, how strategic business elements like vision and goals impact data modeling. Key elements of the tools like opportunities/threats and capabilities are examined. The document also includes practical demonstrations of using the tools, including reverse engineering, comparing models, and integrating the tools. Appendices provide a SWOT analysis and sample data model.

1. case study:
CA ERwin Data Modeler and
CA ERwin Model Manager across insurance
industries
Session Code RM006SN
Focus Area: Data Management
-Rasananda Behera, DTM

2. case study: for CA ERwin Data Modeler (CA ERwin DM) and
CA ERwin Model Manager (CA ERwin MM)
 Why CA ERwin® Data Modeler (CA ERwin DM) ?
– Why not tools like Designer2K or Designer 6i or Designer 9i from Oracle CASE
Tools?
– Why not tools like Power Designer?
– Why not free software like DB Visualizer?
– Or any other Tools..

3. case study: for CA ERwin DM and CA ERwin MM
 Why Strategy?
– The key elements of business strategy
1. Vision
2. Strategic Goals
3. Objectives
4. Methods
5. Tactics
– How it affects to Data Model and Model Manager?
– Impacts and Efficacy
 Mission
 Definition
 Achievements
 Competitive Advantage
– Rivals can easily copy your operational effectiveness, but cannot
copy your strategic positioning.

4. case study: for CA ERwin DM and CA ERwin MM
 Other Key Elements:
– Opportunities and Threats
– Implementation
– Capabilities
– Strengths and weakness
– Policies
– Key Decisions
 Corporate strategy
 Competitive Strategy

5. case study: for CA ERwin DM and CA ERwin MM
AIDA Approach & Key (Dynamic) Strategy
– The Who - Who should an organization target as customers for
data model?
– The What - What products or services should be offered?
– The How - How can this be done in an efficient manner?
 AIDA Approach
1. Action
2. Interest
3. Desire
4. Action

6. case study: for CA ERwin DM and CA ERwin MM
 Data Models:
1. Very High Level Data Model
2. High Level Data Model
3. Logical Data Model

7. case study: for CA ERwin DM and CA ERwin MM
 Many names for High Level Data Model1
1. In a recent survey of data model professionals, the most
popular names for high level:
 Conceptual Data Model - 59%
 Subject Area Model - 12%
 Business Data Model - 10%
 Enterprise Data Model - 6%
 Other - 13%
1DM review Dec 1st 2008 by Hoberman, Steve

8. 0%
10%
20%
30%
40%
50%
60%
%
HLDM Name
High Level Data Models [HLDM Survey of data
Professionals]
Conceptual[59%]
Subject Area[12%]
Business Data
Model[10%]
Enterprise Data
Model[6%]
Other[13%]
case study: for CA ERwin DM and CA ERwin MM

9. case study: for CA ERwin DM and CA ERwin MM
How Logical Data Model different from HDM and VHDM ?
[With refer to Data Modeling to the Business By Steve Hoberman, Donna Burbank, & Chris Bradley }
VHDM HDM LDM
Define the scope and audience,
context for information
Key business concepts and their
definitions
Represents core business rules data relationships at a
detail level
Relationship optional.
Represent hierarchy
Many-to-many relationship is
okay
Many-to-many relationship resolved by associate entity
Cardinality not shown Cardinality shown Cardinality shown
No attributes shown Attributes are optional and
composite
Attributes are required and are atomic. Primary Keys and
FKs are defined [Codd’s Rules]
Not normalized Not normalized Fully normalized
Subject links to 1:M HDMs Concepts are super type; though
subtypes shown for clarity
Super types broken into many subtypes. Entity names
may be more abstract.
One Pager Should be a ‘one pager’ May be larger than one page
Business Driven Cross functional & senior
management involved.
Multiple smaller groups of specialists and IT folks
involved in LDM process
Information Notation Understood by a business user Formal notation required.
< 20 objects < 100 objects > 100 objects

10. case study: for CA ERwin DM and CA ERwin MM
 Traditional versus Hoshin Planning
– Hierarchical [Mainframe IMS dB etc]
– Network database
– Character Based Applications
– Object oriented
– Relational dB
– XML/J2EE/.NET/Web App etc.

11. case study: for CA ERwin DM and CA ERwin MM
 SWOT analysis on data model techniques
[Refer Appendix A]

12. case study: for CA ERwin DM and CA ERwin MM
 SWOT analysis on data model techniques
– Identifying and assessing core competencies
– Understanding your financial capacity for undertaking a new strategy
– Evaluating management and organizational culture in terms of change-
readiness
– A nine-step method for evaluating strengths and weaknesses
– Looking Inside for Strengths and Weaknesses [Refer Appendix B]
– Actuary
– UPM (Underwriting Reserve Control & Pricing Product Management)
– Claim
– Service
– Policy

13. case study: for ERwin DM and CA ERwin MM
 Quality Function Deployment Matrices
– Decreasing Costs
– Increasing Revenues
– Cycle Time reduction
– Rapid Product Enterprise Data Model
– Competitive Satisfaction performance across Sales, Claims &
Service.
– Normalized Raw Weight & Best Practices
– Goal Improvement Ratio on EDW
– Concurrent Engineering A Paradigm Shift
– Develop Collaboration & Teamwork across Sales/Service/Claim

14. case study: for CA ERwin DM and CA ERwin MM
 Scenario planning and tools for measuring success
– Enterprise Data Model based on 3 major categories for any Insurance business
1. Policy
2. Claim
3. Service Venn Diagram in Enterprise Data Model
Claim
Service
Policy
Claim System
Oracle & IMS
Service
IMS & SQL
Server
Policy
system
DB2

15. case study: for CA ERwin DM and CA ERwin MM
 Complex CA ERwin Model Manager in Insurance Industries:

16. case study: for CA ERwin DM and CA ERwin MM
 Tool Integration with CA ERwin Data Modeler and CA ERwin Model
Manager
– Offered Features and platforms
– Management Challenges
– Heterogeneous Database support
– Oracle
– DB2
– SQL Server 2005/2008 etc.
– Reports
– Crystal Report
– Adobe Reader
– HTML
– XML etc

17. case study: for CA ERwin DM and CA ERwin MM
 Logical Data Model to Physical with Subtype
EXT_CLAIMREFERRAL
ID
PublicID
Ext_SIUReferral
ID (FK)

18. case study: for CA ERwin DM and CA ERwin MM
 Why Reverse Engineer [Practical approach]

19. case study: for CA ERwin DM and CA ERwin MM
 DM Reverse Engineer template
1. Physical
2. Logical/physical

20. case study: for CA ERwin DM and CA ERwin MM
 Subtypes of abContact
– abPerson
– abCompany(B2B)
1. abInsurer
2. abInsuranceAgency
– abPlace

21. case study: for CA ERwin DM and CA ERwin MM
 CA ERwin Data Model Reverse Engineer Contd..

22. case study: for CA ERwin DM and CA ERwin MM
 Generate Reports from ERwin Data Modeler

23. case study: for CA ERwin DM and CA ERwin MM
 Why Forward engineer?

24. case study: for CA ERwin DM and CA ERwin MM
 Complete Compare Vs. Snapshots

25. case study: for CA ERwin DM and CA ERwin MM
 Why CA ERwin® Model Manager ?
 Why not Perforce p4or Visual Source Safe [VSS] as SCM tool for managing
data models?
 Why not any other tools in Market like Designer Oracle CASE Tool, Power
Designer from SYBASE etc.?
 Pros & Cons
– Scalable
– Multi-User Environment
– Innovative
– Easy to Use
– Controlled, Quality, and productivity
– Manage Risks
– Improve Service
– Reduce Time and Cost effective
– Object Model Management

26. case study: for CA ERwin DM and CA ERwin MM
 Let’s do a Practical Hands On!!
Or
 DEMO

27. case study: for CA ERwin DM and CA ERwin MM
 CA ERwin Model Manager Connection [Practical approach]

28. case study: for CA ERwin DM and CA ERwin MM
 Model Manager Administrator Security

29. case study: for CA ERwin DM and CA ERwin MM

30. case study: for CA ERwin DM and
CA ERwin MM [Appendix A]

31. case study: for CA ERwin DM and CA ERwin MM
[Appendix A II – sample data model]
has relationship (0:1:M) /
abContact-address-config
has rel /
Is defined as
belongs to /
circle/loop
Contact for a contact /
loop
Provides /
stores
Covered by /
has policy
Is Scheduled for /
Contains Schedule Profile
ATLAS covers /
Is defined as
Scheduled Places as /
Is Stored as
may have multiple vehicle types /
is an array of ABERSProvider
Accepts /
Stores method/criterias(array)
Insured by /
has atleast an Insurer
Insured by /
InsuranceAgencyRel
ABGEICOSpecialPmts has an array /
is defined as an array
has an array to Foreign Key to Provider Payment Info /
is defined as an array
has an array defined as /
is an array
has an array /
is an array
has an array /
is an array
has an array(min 2 madatory) /
is defined as an array entity
ERS Provider has many /
is defined as an array (Belongs to ERS)shall defined as /
shall have atleast one
Insured By /
Is defined as Coverage
Has an array of /
Is defined as
has an array /
Is defined as
has an array /
Is defined as an array(0:1:M)
serves for /
is enrolled /rates
has atleast one /
is defined as
has an array /
Is defines as an array
Tracks the IRS file status /
(0:1:M)
abAddress
ID
AddressLine1
AddressLine2
AddressLine3
AddressType
City
CreateTime
CreateUserID
ext_AddressValidation
ext_CountryCode
ext_POBoxNumber
ext_UnitNumber
ext_UnitType
ext_LocationType
PostalCode
State
UpdateTime
UpdateUserID
ValidUntil
ext_Status
ext_StatusDate
ext_TimeZone
ext_MetroCode
PublicID
abContact
ID
W9Received
CellPhone
CreateTime
CreateUserID
Ex_AdditionalName
Ex_DoNotPay
ext_FCC
ext_Incorporated
ext_TaxIDType
ext_TaxName
ext_WorkCompIndicator
ext_FleetInsuranceIndicator
ext_OnhookCargoLiabilityAmount
ext_ProviderStatus
ext_OnholdReason
EmailAddress1
FaxPhone
FirstName
LastName
MiddleName
Name
HomePhone
PrimaryAddressID (FK)
PrimaryPhone
Prefix
TaxID
UpdateTime
UpdateUserID
WorkPhone
W9ReceivedDate
Suffix
DateOfBirth
OrganizationType
LicenseNumber
LicenseState
TINMatchStatusID (FK)
PublicID
ext_OrganizationType
ext_NotifyInd
abContactAddress
ID
ContactID (FK)
AddressID (FK)
abContactContact
ID
Relationship
SrcABContactID (FK)
PublicID
RelABContactID (FK)
TaxIDType
ID
typecode
name
description
AddressValidationCode
ID
typecode
name
description
State Surcharge
ID
typecode
name
description
UnitType
ID
typecode
name
description
YesNo
ID
typecode
name
description
Ext_OccupationType
ID
abCocntactID (FK)
ext_DescriptionTxt
PublicID
Ext_ProviderServiceRate
ID
ext_ServiceTypeRateCode
ext_ServiceRateAmount
PublicID
Ext_ProviderInsurance
ID
ext_PolicyNumber
ext_PolicyStartDate
ext_PolicyExpireDate
ext_CertificateRecdDate
ext_PolicyAmount
InsuranceAgency
Insurer
PublicID
DoNotPayCode
ID
typecode
name
description
FCCCode
ID
typecode
name
description
NonPrintReasonCode
ID
typecode
name
description
ProviderType
ID
typecode
name
description
OccupationType
ID
typecode
name
description
Ext_DispatchContactType
ID
ext_TypeCode
ext_Description
PublicID
Ext_PolicyCoverage
ID
abContactID (FK)
ext_InsuranceTypeCode
ProviderInsuranceID (FK)
PublicID
Ext_ProviderInsuranceType
ID
ext_InsuranceTypeCode
ext_Description
PublicID
Ext_ERSServiceRateEnrollment
ID1
LOBNetworkID (FK)
ext_ServiceType
ext_ERSRateType
PublicID
Ext_RepairServiceType
ID
ext_RepairServiceType
ext_Description
PublicID
Ext_FacilityServiceType
ID
ext_ServiceTypeCode
ext_Description
PublicID
abtl_contact/Contact Sub Type
Name
Code
Description
Priority
Categories
Internal
Retired
Ext_ServiceType
ID
ext_TypeCode
ext_Description
PublicID
Ext_EquipmentsType
ID
ext_EquipmentType
ext_Description
PublicID
Ext_VehicleType(ccx_vehicleType)
ID
ext_VehicleType
CreateTime
CreateUser
Ext_ProviderPaymentInfo
ID
ext_PreferredPaymentIndicator
ext_AcceptPaymentType
ext_BankRoutingNumber
ext_BankAccountNumber
ext_PrenoteIndicator
ext_OverMileagePaymentType
ext_BankName
abContactID (FK)
ext_AcceptCODType
ext_AcceptCreditCardType
ext_GeicoCreditCardType
PublicID
Ext_CreditCardType
ID
ext_CreditCardType
ext_Description
PublicID
Ext_Franchise
ID
ext_Franchisee Name
ext_FranchiseeType??
Ext_MetroCode
ID
ext_MetroCode
ext_Description
PublicID
Ext_EquipmentType
ID
abContactID (FK)
ext_EquipmentType
ext_EquipmentCount
PublicID
Ext_LocationCovered
ID
abContactID (FK)
ext_LocationCoveredType
ext_LocationCovered
Ext_SchedulablePlace
ext_OfficeLocationCode
ext_NotificationPercentage
ext_VehicleTypesHandled
ext_abContactID
abContactID (FK)
PublicID
Ext_ScheduleProfile
ext_EffDate
ext_TermedDate
ext_SettingType
ext_SettingData
ext_DayOfWeek
abContactID (FK)
State
ID
TypeCode
Description
abContactAddressHist
ID
AddressPublicID
ContactPublicID
RelLoadHistoryID
Deleted
abContactAddressHist
ID
AddressPublicID
ContactPublicID
RelLoadHistoryID
Deleted
Ext_ABProfLicenseType
Code
Description
Name
Ext_ProviderStatus
ID
Code
Description
Name
Ext_ABProfLicenseStatus
ID
Code
Description
Name
abCompany
abContactID (FK)
ext_InactiveEffDate
Ext_ABERSProvider
InsurerRel (FK)
abPerson
abContactID (FK)
abPlace
abContactID (FK)
ContactRel
ID
Code
Name
Desc
ContactBidRel
ID
Code
Name
Desc
Ext_ABERSProviders
abContactID (FK)
ext_LegacyID
ext_DBAName
ext_BusinessStartYearDate
ext_ERSContractType
ext_FranchiseName
ext_PoliceDepartmentName
ext_MotorClubType
ext_TowPoliceDepartmentIndicator
ext_MotorClubIndicator
ext_PriorTIN
ext_ERSZone
ext_HoldEndDate
ext_HoldStartDate
ext_ContractedDate
ext_BackUpWithHoldingIndicator
ext_NoOfEmployees
PrimaryDispatchAddrID
PrimaryREMMITAddrID
PrimaryMailingAddrID
Ext_CoverageLimitType
ID
ext_CoverageLimitType
Name
PublicID
Description
Ext_ZoneRegState
Code
Name
Description
Ext_ERSVehicleInfo
ID
PublicID
ext_ERSVehicleType
ext_ERSVehicleCnt
abContactID (FK)
ext_VehMakeYearDate
ext_VehMakerName
ext_VehTagID
ext_VehModelName
ext_VehRegdState
ext_VehVinNumber
Ext_ABInsurer
abInsurer (FK)
Ext_ABInsuranceAgency
AgencyRel
ID (FK)
Ext_ABGeicoSpecialPmt
ID
ProviderPmtInfoID (FK)
PublicID
Ext_DebitCardPaymentInfo
ID
ProviderPmtInfoID (FK)
ext_DebitCardType
PublicID
Ext_CheckPmtInfo
ID
ProviderPmtInfoID (FK)
ext_PersonalCheckType
PublicID
Ext_CODPmtInfo
ID
PublicID
ProviderPmtInfoID (FK)
ext_AcceptPmtType
Ext_CreditCardPmtInfo
ID
ProviderPmtInfoID (FK)
ext_CreditCardType
PublicID
Ext_BusinessRefInfo
ID
ext_BusinessRefName
ext_BusinessRefFirstName
ext_BusinessRefLastName
ext_BusinessRefMiddleName
abERSProviderID (FK)
abAddressID (FK)
ext_BusinessRefPhone
ext_BusinessRefPrefix
ext_BusinessRefSuffix
PublicID
Ext_StagingAreaInfo
ID
PublicID
ext_StagingAreaCode
abContactID (FK)
Ext_BusinessRelInfo
ID
ext_PoliceDeptName
ext_CityOrCountyName
ext_PoliceDeptPhone
ext_PoliceDeptState
ext_PrecinctName
PublicID
abContactID (FK)
Ext_SchedulablePlace
abContactID (FK)
ext_officeLocationCode
Ext_ERSNoteHistory
ID
ext_NoteText
ext_NoteCategoryType
ext_ConfidentialIndicator
ext_EmailToAddress
ext_NoteGenerateIndicator
abContactID (FK)
PublicID
Ext_LineOfBuisnessType
ID
ext_LineofBuisnessType
Typecode
Name
Description
Ext_NetworkType
ID
Typecode
Name
Description
Ext_LOBNetwork
ID
abContactID (FK)
ext_NetworkGroupType
ext_LineOfBusinessType
ext_ERSRateType
PublicID
Ext_ThresholdInfo
ID
ext_LineItemType
ext_ServiceRate
ERSServiceRateID (FK)
ext_ThresholdQty
ext_ServiceUOMType
ext_RateEffDate
ext_Tier1Rate
ext_Tier2Rate
ext_Tier3Rate
ext_Free
ext_Tier1Limit
ext_Tier2Limit
ext_Tier3Limit
AddressBookUID
ext_RateExpirationDate
Public ID
Ext_ThresholdType
ID
Typecode
Name
Description
Ext_IRSTINMatchFileStatus
ID
ext_RequestFileName
ext_FileRequestDate
ext_RequestTINCount
ext_ReponseFileName
ext_FileResponseDate
ext_ReponseTINCount
ext_TINExceptionCount
ext_ProcessStatusCode
ext_FileRefNumber
PublicID
Ext_TINMatchFileStatus
ID
Ext_RequestFileName
Ext_RequestFileDate
Ext_ResponseFileDate
Ext_RequestTINCount
Ext_ResponseFileName
Ext_ResponseTINCount
Ext_FileRefNumber
Ext_ProcessStatus
PublicID
CPPM - ContactCenter
ATLAS - ContactCenter
ERS Rewrite - ContactCenter
Provider Phase II - ContactCenter
Sub Type Entity - ContactCenter
RETIRED - Entity
IRS TIN Matching - Contact Center
Enterprise data Model across multiple projects on Claims & Policy
Author: Model Manager, Rasa Behera, DTM
Created Date: Jan 10, 2008
Last conversion Date: November 10, 2008

32. case study: for CA ERwin DM and CA ERwin MM
Appendix - B
Strengths
(S)
Weaknes
ses(W)
Opportuni
ties(O)
Threats
(T)
Political effects?
Legislative effects?
Environmental effects?
Competitor intentions - various?
Market demand?
New technologies, services, ideas?
Vital contracts and partners?
Sustaining internal capabilities?
Obstacles faced?
Insurmountable weaknesses?
Loss of key staff?
Sustainable financial backing?
Economy - home, abroad?
Current Trends of IT developments?
SWOT Analysis Template
State what you are assessing here ______________________________________________________
(Many criteria can apply to more than one quadrant. Identify criteria appropriate to your own SWOT situation.)
Advantages of proposition & Capabilities?
Competitive advantages?
Resources, Assets, People?
Experience, knowledge, data?
Marketing - reach, distribution, awareness,
Innovative aspects?
Location and geographical?
Price, value, quality?
Processes, systems, IT, communications?
Management cover, succession?
Advantages of proposition?
Capabilities & Competitive advantages?
Resources, Assets, People with experience,
knowledge, data?
Marketing - reach, distribution, awareness?
Innovative aspects?
Price, value, quality?
Processes, systems, IT, communications?
Management cover, succession, philosophy,
values?

33. case study: for CA ERwin DM and CA ERwin MM
 Thank you !!

34. terms of this presentation
34
May 16-20, 2010 Copyright © 2010
CA. All rights reserved.
This presentation was based on current information and resource allocations as of May 14, 2010 and is subject to change
or withdrawal by CA at any time without notice. Notwithstanding anything in this presentation to the contrary, this
presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future
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35. for information purposes only
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May 16-20, 2010 Copyright © 2010
CA. All rights reserved.
Certain information in this presentation may outline CA’s general product direction. All information in this presentation is
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36. related sessions
36
May 16-20, 2010 Copyright © 2010
CA. All rights reserved.
SESSION # TITLE Date / Time
RM008SN A practical guide to enterprise data
modeling and model management
05/19/10 at
1:15 p.m.
FGH456IJ CA ERwin Modeling Global User
Community Meeting
05/19/10 at
5:00 p.m.
RM017LNA&B Hands On Lab: ODBC Reporting with CA
ERwin Data Modeler and Intro to Crystal
Reports
05/20/10 at
9:00 a.m. and
10:15 a.m.

37. exhibition center
related CA and partner technology
CA
– Booth 468 — ERwin Modeling
 Exhibition Center Tours
– Sign up at the Info Desk in the Exhibition Center
37
May 16-20, 2010 Copyright © 2010
CA. All rights reserved.

38. please complete a session evaluation form
 The number for this session is RM006SN
 After completing your session evaluation form,
place it in the basket at the back of the room
38
May 16-20, 2010 Copyright © 2010
CA. All rights reserved.