1. Introducing SmartView

2. SmartView Introduction
Web services
Published by Applications
Insurers are inundated with a wide variety of Data from an array of sources on a daily basis
Databases
OLTP & Data Warehouses
Reporting systems
Logic, calculations…
External 3rd party data
News, Weather, Census,
Economic, Social…
Social, Weather
Events & News 2

3. SmartView Introduction
Data only becomes valuable only when delivered in context
At the Right Time
In the Right Place
Dashboards
Stand alone, central dashboards
Embedded
In-context, within LOB applications
Mobile
Remote, disconnected
Notifications
Push, manage by Exceptions

4. SmartView Information Access System
SmartTips
Dashboard
Mobile …
Notifications
SmartView
Social, Weather
Economic & News
Web services …
Relational Databases
BI Queries and Reports

5. Current Analysis Capabilities
Drill Downs & links to filter other data views, or other web pages
Grid Options: Lock resize and reorder columns
Charts Line, Bar, Column, Pie, Donut, Area & Mixed
Gauges Radial & Linear, single & multi pointers
Export Excel and PDF
Schedule unattended daily, weekly and monthly executions, generate files, s or alerts
Snapshots Save output and share with others
Notes Annotate and collaborate notes and comments
Send as attachments or links, generate SMS messages
Alerts: Mobile push notifications to IPhone and Android devices

6. SmartView Demo

7. SmartView Configuration

8. SmartView Configuration Levels
User Preferences
Analysis Phase
End Users
User specific preferences for a specific
Data View: Formatting, Sorting, Grouping
Conditional formatting, Parameter values 4
Define the basic shareable Data View
Columns, Criteria, Calculated columns
Formatting, Sorting, Ranking, Display modes, Grouping, Security
Design Phase
Data View Designer 2
Data View
Dashboard Designer
Override Data View configuration
Define conditional formatting and linking
Rules, Criteria sources & values 3
Host: Dashboard
Data Source Query
Define the output of the Data Source Query: Columns, Parameters, caching
Configurator
Configuration Phase 1
BI Queries and Reports
Web Services
Social, Weather
Economic & News
Data Sources
Relational Databases

9. Data Processing Capabilities
Calculated Columns Expression based with VB like syntax
Column Functions Age, Year, Month.…
Distributions Split one column into several based on ranges of values
Ranking Top or Bottom records by count or percent
Grouping Aggregate the result to the desired level of granularity
Filters hide or show rows based on rules
Sorting multiple columns sorts
Totals Grand total and 5 levels of subtotals, 11 functions
Display Functions Running totals, percent of total, percent of group…
Conditional Formatting Rule based cell and row formatting

10. SmartView - Roadmap Access Analysis Actions Process Source Dashboards
Embedded
Mobile Collaboration
Notification
Optimization
Analysis
Table
Charts
Geo Analysis
Gauges
Card
Custom Display
Visualization
Predictive modeling
Actions
Drill downs
Web pages
Task list
View/Edit documents
Global search
Automated Workflow
Process
Aggregation
Ranking
Filtering
Scheduling
Output storage
Versioning
Merge
Compare
Real time Events
Source
Web Services
RSS Feeds
DB Direct
Public Big Data
Social Networks