Designing a First-Iteration Data Warehouse for a Financial Application Service Provider

Designing a First-Iteration Data Warehouse for a Financial Application Service Provider

Nenad Jukic (Loyola University Chicago, USA) and Tania Neild (InfoGrate Incorporated, USA)
Copyright: © 2002 |Pages: 12
DOI: 10.4018/978-1-93070-840-2.ch033

Abstract

This case study will describe the efforts behind designing a first iteration of an evolutionary, iterative enterprise-wide data warehouse for AIIA Corp., a financial application service provider. The study demonstrates the importance of the following steps during a data-warehousing project: a welldefined mission, effective requirement collection, detailed logical definitions, and an efficient methodology for source systems and infrastructure development. AIIA is a financial distributor that offers separately managed account and investment products with practice management services to financial advisors through a Web-based portal that can also be configured and private-labeled for the advisors to use with their clients. Unlike most companies, AIIA offers the advisors a hybrid of investment information and technology solutions, both designed with an open architecture.

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