Technical Architecture and user

manual for Fraser Dashboard

610 Newport Center Drive https://www.citytwig.com/

Suite 635, Newport Beach, CA , 92660,
USA

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Contents
I. Technical Architecture ................................................................................................................................................ 2
Database Information ......................................................................................................................................... 3
Alteryx Workflow and its purpose .................................................................................................................... 4
1. Mapping of data with correction of fields ........................................................................................................................................................................................................
2. Broker Contract assignment ...............................................................................................................................................................................................................................
3. Date Filter Selection .............................................................................................................................................................................................................................................
4. Table Distribution ................................................................................................................................................................................................................................................
Tableau Calculations and Logic ......................................................................................................................... 8
Tableau Actions Events over Dashboard ........................................................................................................ 9
Actions .............................................................................................................................................................................................................................................................................

II. User Manual .............................................................................................................................................................. 10

Landing Page ...................................................................................................................................................... 10
Executive Summary ........................................................................................................................................... 11
Product Portfolio ............................................................................................................................................... 12
DB Financial Report.......................................................................................................................................... 13
Contract Report.................................................................................................................................................. 14
YoY Trend Report............................................................................................................................................. 15
Career Agent Report.......................................................................................................................................... 16
Broker Report ..................................................................................................................................................... 17
Unassigned Report............................................................................................................................................. 18
Insured Customer Report ................................................................................................................................. 19
Policy Owner Report......................................................................................................................................... 20
Geographical Analysis ....................................................................................................................................... 21

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Technical Architecture

Agent Master and insured data master table was used to draw dashboard on the dashboard

Visualization

Excel / SQL Data

databases processing

Alteryx used
for data
blending and
processing
SQL Tables

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Database Information

Infromation Available on data tables

Agent and Broker Detail

1. Two tables from Fraser was used to
Agent and Broker sales unit detail
merge together to create unified source
Policy Details of information.
Master 2. Source of table was from SQL Server
Fiscal Information Workflow
3. Alteryx was used to unify the
Product Information
information and upload table on tableau
Insured Customer Details server
Insured Customer demographics
Output TDE 4. Tableau desktop was used to develop
File
dashboard in live connection to the data
Owner detail
on tableau server
Owner demographics
5. An extract version of the dashboard was
Servicing agent details uploaded on the server for user view and
Age sex and policy dates Visualization in experience.
Tableau
Lat Long address

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Alteryx Workflow and its purpose

1. Mapping of data with correction of fields

a. Two tables a) Agent Master List and Insured Master list were combined with correction on their mapping criteria field name
b. Date field was corrected into the tableau accepted format
c. Issue date time greater than today was made of last century

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 2. Broker Contract assignment
a. Broker and Contractors were assigned as per the sales unit
b. If not found were put under unassigned list
c. Date correction was made on insured birth date and owner birth dates

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 3. Date Filter Selection
a. Data later than 2016 was truncated to make dashboard lighter
b. Lat Long was plotted on each zip code for owner and insuring agent
c. Lat Long information was gathered from the public issued sources

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 4. Table Distribution
d. Two different tables have been created to cater the network map and data information
e. Two table were unionized with a field called table on the server

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Tableau Calculations and Logic
Calculated Fields Formula Used
Cal_Issue_Year STR(YEAR([Cal_Issue Date]))
CB Vs Agent if [ Order ]=1 then "Owner" else [Contract Vs Broker] END
City Name if [ Order ]=2 then [CAB-City] else [Owners City] END
DF_Current Month ([Cal_Issue Date])>= datetrunc('month', [LatestIDate-Window]) AND ([Cal_Issue Date])<= [LatestIDate-Window]
DF_Current Week ([Cal_Issue Date])> datetrunc('week', [LatestIDate-Window]) and ([Cal_Issue Date])<= [LatestIDate-Window]
DF_Current Year ([Cal_Issue Date])>= datetrunc('year', [LatestIDate-Window]) AND([Cal_Issue Date])<= [LatestIDate-Window]
LatestIDate-Window {fixed: [LatestIssueDate]}
Annualized Billed Premium IF SUM([Annualized Billed Premium]) >= 1000000000
** To Display Units THEN "$" + STR(ROUND(SUM([Annualized Billed Premium])/1000000000,1)) + "B"
dynamically ELSEIF SUM([Annualized Billed Premium]) >= 1000000 AND SUM([Annualized Billed Premium]) < 1000000000
THEN "$" + STR(ROUND(SUM([Annualized Billed Premium])/1000000,1)) + "M"
ELSEIF SUM([Annualized Billed Premium]) >= 1000 AND SUM([Annualized Billed Premium]) < 1000000
THEN "$" + STR(ROUND(SUM([Annualized Billed Premium])/1000,0)) + "K"
ELSE "$" + STR(ROUND(SUM([Annualized Billed Premium]),0))
END

CC_FaceAmount if (ZN(SUM([Face Amount])) - LOOKUP(ZN(SUM([Face Amount])), -1)) / ABS(LOOKUP(ZN(SUM([Face Amount])), -1)) <0 then
"Negative" else "Positive" END
CC_NumberofPolicies if (ZN(COUNTD([Policy Number])) - LOOKUP(ZN(COUNTD([Policy Number])), -1)) / ABS(LOOKUP(ZN(COUNTD([Policy
Number])), -1)) <0 then
"Negative"else "Positive" END
CC_SwitchBilledVsFace if
(ZN(SUM(zn([SwitchBilledvsFaceAmount]))) - LOOKUP(ZN(SUM(zn([SwitchBilledvsFaceAmount]))), -1)) /
ABS(LOOKUP(ZN(SUM(zn([SwitchBilledvsFaceAmount]))), -1))<0 then
"Negative"
ELSE "Positive"
END

Insured Age (TODAY()-[Insureds Birth Date])/365

RankLessthanN RANK(SUM([SwitchBilledvsFaceAmount]),'desc') <= [TopN]

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Tableau Actions Events over Dashboard

Actions
a. On Every Dashboard for Internal Linking
between Graphs and Click Events, Action is
used which can be accessed under Dashboard
Menu as showin in Left Top Graph’s Highlight
b. Left Bottom Graph show list of Actions applied
on executive Summary Page
c. Any Action can be Edited by Selecting the
Action and Using Edit Button highlighted in
Bottom Left Graph

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User Manual

Tableau dashboard lays down the usage of the data analysis

Landing Page
a. Select the icons to land on the corresponding page

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 Executive Summary
a) Filter on the right panel can
be used to get the executive
summary at that level
b) In the left top graph, no filter
has been selected it shows
information at overall level
c) In the left bottom graph the
line of business as Life
Insurance to view the
executive summary at selected
level.

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 Product Portfolio
a. Filter on the right panel can be
used to get the details on each
graph at that level as shown for
Executive Summary
b. Data Point on each graph can be
clicked to view the relevant details
on rest of the graphs on this Page
c. In the left top Graph, no filter is
selected, and no data point is
selected even
d. In the Left middle graph, the line
of business for Life Insurance is
selected to view relevant
information on rest of the graphs.
e. In the Left Bottom graph,2nd level
of filtering is applied by selecting
UnServiced Policy under Policy
Service Status to view
corresponding data (As you can see
only two Products are shown now)
f. Similarly, any Data points can be
selected from any of the graphs on
this page to view corresponding
info

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 DB Financial Report
a. Filter on the right panel can
be used to get the
corresponding details on each
graph. Top left graph
highlight list all the KPIs like
Billed Premium, Face
Amount etc which can be
used to change all the graphs
dynamically to view monthly
trend of selected metrics
b. Like Product Page, Data
Point on each graph can be
clicked here to view the
relevant details on rest of the
graphs on this Page
c. In the left bottom Graph,
Month April of 2016 is
selected which show
corresponding values on all
the graphs

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 Contract Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Like Product Page and above-
mentioned pages, Data Point on
each graph can be clicked here
to view the relevant details on
rest of the graphs on this Page
c. In the left top Graph, no filter
& Data Points are selected
which is default view
d. In the left Bottom graph,
Contract Status with Career
Contracted is selected

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 YoY Trend Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Data Points on the graphs are
not clickable and wont effect
other graphs.
c. In the left top Graph, no filter
& is selected which is default
view
d. In the left Bottom graph, Filter
Date Range is selected as “Last
2 Years”

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 Career Agent Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Like Product Page, Data Point on
each graph can be clicked here to
view the relevant details on rest of
the graphs on this Page
c. In the left top Graph, no filter &
Data Points are selected which is
default view
d. In the left Bottom graph, Career
Agent Focus Area Map point is
selected for Fraser Grant, City San
Luis Obispo and Date Range from
Filters pane is selected as Last 2
Years

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 Broker Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Similar to Product Page and
above-mentioned page, Data
Point on each graph can be
clicked here to view the relevant
details on rest of the graphs on
this Page
c. In the left top Graph, no filter &
Data Points are selected which is
default view
d. In the left Bottom graph,
Servicing Broker Agent 1
“Duncan Earl Rolph” is selected
and the rest 2 graphs showing
corresponding details for this
Borker

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 Unassigned Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Like Product Page and above-
mentioned pages, Data Point on
each graph can be clicked here to
view the relevant details on rest of
the graphs on this Page
c. In the left top Graph, no filter &
Data Points are selected which is
default view
d. In the left Bottom graph, Line of
Business “Disability” is selected
which is resulting in showing
details of all Unassigned Agent &
Broker Information for selected
Line of Business on rest of the
other graphs

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 Insured Customer Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Like Product Page and above-
mentioned pages, Data Point on
each graph can be clicked here
to view the relevant details on
rest of the graphs on this Page
c. In the left top Graph, no filter
& Data Points are selected
which is default view
d. In the left Bottom graph, “Male-
2017” is selected on highlighted
Slice of Pie Chart which results
to show all the details on other
graphs for corresponding to all
male Customers in 2017.

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 Policy Owner Report
a. Filter on the right panel can be
used to get the corresponding
details on each graph.
b. Like Product Page and above-
mentioned pages, Data Point on
each graph can be clicked here to
view the relevant details on rest of
the graphs on this Page
c. In the left top Graph, no filter &
Data Points are selected which is
default view
d. In the left Bottom graph, “Not
Insured-2017” is selected for Fully
Serviced Client which results to
show all the details on other
graphs which signify detailed data
about Not Insured Owners in
2017

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 Geographical Analysis
a. This page depicts the
geographical mapping relations
between Agent/Broker and
Insurance Owners compared
over Year on Year
b. Filter on the right panel can be
used to get the corresponding
details on each graph.
c. Like Product Page and above-
mentioned pages, Data Point on
each graph can be clicked here
to view the relevant details on
rest of the graphs on this Page
d. In the left top Graph, no filter
& Data Points are selected
which is default view
e. In the left Bottom graph,
Servicing Agent “Arthur M
Chen” is selected which results
in showing an analysis that This
person covered more distance
during 2016 compared to 2017
and thickness of the lane in
2016 map plot depicts the
weightage of metrics which is
Billed premium in shown
example.

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