An Innovative Approach with MicroStrategy Transaction Services. Lakshmi Purushothaman and Jin Kang February 6, 2019

Transcription

1 An Innovative Approach with MicroStrategy Transaction Services Lakshmi Purushothaman and Jin Kang February 6, 2019

2 Agenda Business Need Solution Options/Decision Solution Framework Delivering Business Value FAST!!!» Review Cycle» Interactivity with DB» Fast closure of review Demo Team Roadmap Q&A Freddie Mac 2

3 Business Need Single-Family s Risk Collateral Valuation team needed a robust monitoring application to monitor loans that were offered through ACE (Automated Collateral Evaluation) meaning these loans do not get an appraisal. Integrated Solution: Support variety of data formats (structured/semi-structured data sets), data entry and near realtime reporting to perform analytics. Multi-User Platform: Support different types of users with a workflow to improve the review cycle efficiency. Speed to Market: Pilot and R&D nature of work requires more agile approach for enhancements and a low cost solution. Freddie Mac 3

4 Solution Options Capabilities MS Access Web Platform MicroStrategy Architecture (DB, Data Capture, Reporting) Minimal Scalability Highly Scalable Highly Scalable Data Loads Manual Automated Automated Review Cycle Hours Minutes Minutes Reporting Manual Automated / Ad-hoc Automated / Ad-hoc Report Data Weekly Real Time Real Time Data Access Silo Divisional Analytics Platform Divisional Analytics Platform Ease of Use Less user friendly User friendly User friendly User Access Enter Credentials Single sign on Single sign on LOE NA 12 weeks (w/o Reporting) Integrated Data Entry and Reporting Enhanced Reporting (Drilling, What-if) 6 weeks Not Integrated Not Integrated Integrated NA NA Available out of the box Freddie Mac 4

5 Solution Framework DB DB Columnar Database - Postgres SQL Engine TS DB Data Model DB Data Loads MicroStrategy Dashboard Freddie Mac 5

6 Monthly Process Data Loads Review Cycle Reporting Risk Mitigation Actions Review Complete Reviewers review loans Manager reviews Re-Review Freddie Mac 6

7 Monthly Process Data Loads Review Cycle Reporting Risk Mitigation Actions Loan and Property Reports Risk Evaluation Reports Review Status Reports Manager Reports Freddie Mac 7

8 Reviewer Dashboard Freddie Mac 8

9 Manager Dashboard Freddie Mac 9

10 Re-review Tab Freddie Mac 10

11 MicroStrategy Dashboard Components On each dashboard : Component Freeform SQL Active Directory Attributes, metrics, filters, and prompts the standard building blocks for reports Linked reports provide additional data points Over 45 grids support dashboards, some sourced from cubes Transaction Services enabled to write back Freeform SQL used to update records Groups used for access control Freddie Mac 11

12 DEMO Freddie Mac 12

13 Project Team Team met daily for the first 2 weeks, then twice/week Version 1.0 delivered in 6 weeks Currently team is working on version 2.0 Team consists of:» Collateral Risk Valuation Manager» Project Manager (P/T)» Business Intelligence Services Manager» MicroStrategy Developer» Data Analyst / ETL Developer Freddie Mac 13

14 Roadmap Tactical approach: slow and not efficient Strategic Approach: Integrated BIS Solution Develop a common Collateral Risk Quality Control Monitoring Application for test and learn projects and product offerings. Implement Predictive Analytics and Machine Learning Capabilities 2020 Freddie Mac 14

15 Questions? Freddie Mac 15

16 Thank You! Freddie Mac 16