Learning and Training Learning


IBM BDW

This course is focused on providing hands-on assistance to specialists who implement reporting systems based on an IBM banking data warehouse model. This training course delivers the knowledge in:
  • principal conceptual elements of a banking data warehouse
  • the System of Records
  • Business Solution Templates
  • Application Solution Templates
  • Summary Area
  • Analysis Area
  • Feedback Area
  • History maintenance
The training is interactive and calls for the performance of practical tasks. This approach makes it possible to rapidly master the process of data warehouse modelling, and develop practical skills of IBM BDW modelling in IBM Information Data Architect. While working on a practical business case, the participants will determine the following step by step:
  • principal entities and links between entities
  • the necessary attributes of entities
  • they will understand gaps in data from sources
  • they will model a final table in the Summary Area
  • they will understand principles of building Data Marts in the Analysis Area.


Module 1: 1 day

Overview of the Industrial Models Lab, Financial Services Data Model, Banking Data Warehouse

Presentation of the Industry Models Lab
  • What is Industry Models Lab?
  • Introduction to IFW
  • Nine data concepts
  • IFW model
  • IFW methodology and maps
  • Approaches toward using IFW
  • Conclusion
Financial Services Data Model (FSDM)
  • What is FSDM?
  • FSDM in IFW
  • FSDM A-Level
  • FSDM B-Level
  • Classification Hierarchy
  • Descriptor Hierarchy
  • Relationship Hierarchy
  • Model Generation
  • Ascertainment of the FSDM scope
Banking Data Warehouse (BDW)
  • Role of BDW in IFW
  • Business issues facing the Data Warehouse
  • Financial Institutions
  • Business content of the Banking Data Warehouse
  • BDW’s technical components
  • Conclusion


Module 2: 1 day

Business Solution Templates, Analytical Solution Templates, System of Records

Business Solution Templates (BST)
  • What are Business Solution Templates?
  • How are they integrated into other BI components?
  • How are they built?
  • How are they related to OLAP technology?
  • How to configure new BSTs in a standard BST set?
  • What BSTs does BDW include?
 
Application Solution Templates (AST)
  • What are Application Solution Templates?
  • How are they integrated into other BI components?
  • How are they built?
  • What do AST solve?
  • AST templates
System of Records (SOR)
  • Introduction
  • SOR object domains
  • Classification and Accounting Unit
  • Involved Party
  • Products
  • Arrangements
  • Conditions
  • Resource Items
  • Locations
  • Events
  • Subject Areas


Module 3: 1 day

Overview of various areas in BDW (Summary Area, Analysis Area, Feedback Area)

Summary Area
  • Introduction
  • Accounting Unit Summaries
  • Arrangement Summaries
  • Campaign Summaries
  • Involved Party Summaries
  • Product Summaries
  • Resource Item Summaries
  • Cross Concept Summaries
  • Conclusion
Analysis Area
  • Introduction
  • Samples of Data Marts
  • Creating and filling Data Marts
  • Conclusion
Feedback Area
  • Introduction
  • Campaign Feedback
  • Credit Risk Feedback
  • Conclusion


Module 4: 1 day

Storing History in a Banking Data Warehouse Model

Storage of History
  • Introduction
  • Invariant Facts
  • Snapshots
  • Periodic History
  • Episodic History
  • Continuous Relationships
  • Continuous Values
  • Conclusion
Practical exercises: Determining the BDWM task scope
  • Introduction
  • Determining the task volume step-by-step
  • Task scoping exercise


Module 5: 1 day

Practical example: project scoping

A sample analytical report of a bank 
  • List of entities
  • Ascertainment of links between them
  • Determining prime attributes of entities
  • Modelling the System of Records
  • Modelling Data Marts Area
    • Dimensions
    • Slowly changing dimensions 
    • Summary tables (Summary Area)
    • Aggregates (Analysis Area)

This course is focused on providing hands-on assistance to specialists who implement reporting systems based on an IBM banking data warehouse model. This training course delivers the knowledge in:
  • principal conceptual elements of a banking data warehouse
  • the System of Records
  • Business Solution Templates
  • Application Solution Templates
  • Summary Area
  • Analysis Area
  • Feedback Area
  • History maintenance
The training is interactive and calls for the performance of practical tasks. This approach makes it possible to rapidly master the process of data warehouse modelling, and develop practical skills of IBM BDW modelling in IBM Information Data Architect. While working on a practical business case, the participants will determine the following step by step:
  • principal entities and links between entities
  • the necessary attributes of entities
  • they will understand gaps in data from sources
  • they will model a final table in the Summary Area
  • they will understand principles of building Data Marts in the Analysis Area.


Module 1: 1 day

Overview of the Industrial Models Lab, Financial Services Data Model, Banking Data Warehouse

Presentation of the Industry Models Lab
  • What is Industry Models Lab?
  • Introduction to IFW
  • Nine data concepts
  • IFW model
  • IFW methodology and maps
  • Approaches toward using IFW
  • Conclusion
Financial Services Data Model (FSDM)
  • What is FSDM?
  • FSDM in IFW
  • FSDM A-Level
  • FSDM B-Level
  • Classification Hierarchy
  • Descriptor Hierarchy
  • Relationship Hierarchy
  • Model Generation
  • Ascertainment of the FSDM scope
Banking Data Warehouse (BDW)
  • Role of BDW in IFW
  • Business issues facing the Data Warehouse
  • Financial Institutions
  • Business content of the Banking Data Warehouse
  • BDW’s technical components
  • Conclusion


Module 2: 1 day

Business Solution Templates, Analytical Solution Templates, System of Records

Business Solution Templates (BST)
  • What are Business Solution Templates?
  • How are they integrated into other BI components?
  • How are they built?
  • How are they related to OLAP technology?
  • How to configure new BSTs in a standard BST set?
  • What BSTs does BDW include?
 
Application Solution Templates (AST)
  • What are Application Solution Templates?
  • How are they integrated into other BI components?
  • How are they built?
  • What do AST solve?
  • AST templates
System of Records (SOR)
  • Introduction
  • SOR object domains
  • Classification and Accounting Unit
  • Involved Party
  • Products
  • Arrangements
  • Conditions
  • Resource Items
  • Locations
  • Events
  • Subject Areas


Module 3: 1 day

Overview of various areas in BDW (Summary Area, Analysis Area, Feedback Area)

Summary Area
  • Introduction
  • Accounting Unit Summaries
  • Arrangement Summaries
  • Campaign Summaries
  • Involved Party Summaries
  • Product Summaries
  • Resource Item Summaries
  • Cross Concept Summaries
  • Conclusion
Analysis Area
  • Introduction
  • Samples of Data Marts
  • Creating and filling Data Marts
  • Conclusion
Feedback Area
  • Introduction
  • Campaign Feedback
  • Credit Risk Feedback
  • Conclusion


Module 4: 1 day

Storing History in a Banking Data Warehouse Model

Storage of History
  • Introduction
  • Invariant Facts
  • Snapshots
  • Periodic History
  • Episodic History
  • Continuous Relationships
  • Continuous Values
  • Conclusion
Practical exercises: Determining the BDWM task scope
  • Introduction
  • Determining the task volume step-by-step
  • Task scoping exercise


Module 5: 1 day

Practical example: project scoping

A sample analytical report of a bank 
  • List of entities
  • Ascertainment of links between them
  • Determining prime attributes of entities
  • Modelling the System of Records
  • Modelling Data Marts Area
    • Dimensions
    • Slowly changing dimensions 
    • Summary tables (Summary Area)
    • Aggregates (Analysis Area)


The training course is designed for business analysts, finance managers, and IT specialists who use IBM BDW banking data warehouse model as a corporate platform for their reporting systems