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

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 well-defined 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.