人寿保险行业商务智能数据分析系统的设计与实现

发布时间：2018-06-16 03:24

本文选题：商务智能 + 数据分析　；参考：《北京交通大学》2017年硕士论文

【摘要】：商务智能数据分析系统是当前信息时代下,为企业发展决策提供辅助支持的重要系统。近几年,台湾某人寿保险公司的业务飞速发展,业务量稳步逐年增多。随着业务量的增加,以及对新保险产品的研发需求,原有的商务分析系统已不能满足公司现在的发展运营需求。为了更好的利用公司的业务数据,更多的挖掘业务信息中的隐藏价值,台湾某人寿保险公司计划建设一个新的商务智能数据分析系统。新系统将通过对公司业务数据的抽取、整合及分析,依照公司业务分析需求进行多维分析设计,通过统一的商务智能报表平台,向公司各层人员提供便捷准确的商务报表。为与公司现有业务系统更好的连接,本项目将使用SAP系列产品完成系统解决方案的设计与实现。项目通过对公司业务系统现有情况的分析,以及对公司各部门分析需求的收集,设计出了整套商务智能数据分析系统。该系统完成了对公司12个独立业务系统的数据整合,并为9个不同部门提供定制化的商务分析报表。项目中使用SAPBW作为数据仓库,SAPHANA作为分析数据库,SAPBusinessObjects作为商务智能报表平台,此外还在ETL部分使用了 SAP Data Services,在仪表盘制作部分使用了 SAP Design Studio。完成后的系统可以按照指定的时间频率需求对业务系统数据进行抽取,经过数据仓库的转化整理,以及分析数据库的汇总分析,为最终用户提供具体的分析报表。整个系统从数据逻辑上分为数据抽取加载、数据仓库存储、数据智能分析以及商务报表展现四个部分,此外还有整体的权限管理部分。本文论述了该商务智能数据分析系统的需求分析、架构设计以及详细设计与实现过程。通过对系统的需求分析与架构设计,笔者参与开发了部分的ETL模块、数据分析模型以及商务报表,此外还独立完成了商务智能报表平台的访问权限设定。在整个系统上线之后,台湾某人寿保险公司将可以更有效地利用自身业务数据,完成对业务历史情况的统计与未来趋势的预测,以及对于关键客户群的特征定义。在节省人力成本的同时,更有效的提升公司盈利能力。
[Abstract]:Business intelligence data analysis system is an important system to support enterprise development decision in the information age. In recent years, the business of a life insurance company in Taiwan has developed rapidly and the business volume has steadily increased year by year. With the increase of business volume and the R & D demand for new insurance products, the original business analysis system can no longer meet the needs of the company's current development and operation. In order to make better use of the company's business data and to excavate the hidden value of the business information, a life insurance company in Taiwan plans to build a new business intelligence data analysis system. Through extracting, integrating and analyzing the company's business data, the new system will carry out multidimensional analysis and design according to the company's business analysis requirements, and provide convenient and accurate business reports to all levels of the company through a unified business intelligence report platform. To better connect with the company's existing business systems, the project will use SAP series products to complete the design and implementation of the system solution. Through the analysis of the existing situation of the company's business system and the collection of the analysis requirements of the various departments of the company, the whole set of business intelligence data analysis system is designed. The system completes the data integration of the company's 12 independent business systems and provides customized business analysis reports for 9 different departments. SAP PBW is used as data warehouse in the project, SAP Business objects is used as business intelligence report platform, SAP data Services is used in ETL and SAP Design Studio is used in dashboard. After completion the system can extract the data of the business system according to the specified time and frequency requirement and provide the concrete analysis report for the end user through the transformation and arrangement of the data warehouse and the summary and analysis of the analysis database. The whole system is logically divided into four parts: data extraction and loading, data warehouse storage, data intelligence analysis and business report presentation, in addition, there is the whole authority management part. This paper discusses the requirement analysis, architecture design, detailed design and implementation of the business intelligence data analysis system. Through the requirement analysis and architecture design of the system, the author has participated in the development of some ETL modules, data analysis models and business reports. In addition, the access rights of the business intelligence report platform have been set up independently. After the whole system is online, a life insurance company in Taiwan will be able to use its own business data more effectively, complete the statistics of the business history, predict the future trend, and define the characteristics of the key customer group. At the same time to save labor costs, more effectively improve the profitability of the company.
【学位授予单位】：北京交通大学
【学位级别】：硕士
【学位授予年份】：2017
【分类号】：F842.3;TP311.13

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