What can you learn from our experiences?

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What can you learn from our experiences?

• Muthu Arumugham
• Vice President, Technology
• E-Z Data, Inc

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Great ideas are contagious Discussion Forum
Format and not a monologue
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Agenda

• Platform support for SmartOffice 6.0
• Hosting Services Update
• Conversion Services Group
• Security Advisory Council
• Integrations

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SmartOffice 6.0 Technical Specification

• J2EE 1.4 based application and J2EE 1.4 requires
• Servlet 2.4 and above
• EJB 2.1 and above
• JSP 2.0 and above
• JDK 1.5 and above
• Client side requirement
• HTML 4.0
• CSS 1.0
• JavaScript 5.5
• XML Process 3.0
• Client side platform support
• Window 2000 and above
• IE 6.0 and above

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SmartOffice 6.0 Platform Support

• App Servers
• Websphere 6.1 and above
• Weblogic 9.1 and above
• Tomcat 5.5 and above
• Oracle
• 10gR2 and above
• Dropping support for 9i and 8i
• DB2
• 8.3 and above
• Dropping support for 7.x

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Hosting Services Update After four years .

• First retail customer in Mar 2003
• After four years
• 4,000 retail users
• 1,000 small businesses
• 99.8 uptime for the last 24 months
• Proactive monitoring with SmartMonitor
• Corporate Customers (partial list)
• Ameriprise Financials (four different systems)
• Wachovia Insurance Services
• HSBC Insurance Services
• NFP (a.k.a Partners Financial)
• CPS a BGA

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Hosting Services

• What can you learn from our experience
• Best practices of monitoring
• Best practices of DR/BCP
• Best practices of maintenance
• Team of 35 people dedicated for hosting
  operations
• System Administrators
• Database Administrators
• Network Administrators
• Security Administrators
• J2EE/Tomcat Administrators
• 24x7 NOC analysts

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Hosting Services

• How can you take advantage of our hosting
  services?

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Conversion Services Group (CSG)

• A new service group within E-Z Data to perform
  end to end data conversions
• CDS
• Act
• Goldmine
• Based on best practices of converting 4,000 SOO
  users and corporate implementations
• How can you take advantage of CSGs services?
• E-Z Data resources (e.g. Raju) are available
  here to help you

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Security Roadmap

• Proactive and Periodic Auditing
• Policies, Procedures and Processes audits
• Ethical Hacking
• Vulnerability Threat Assessment (VTA)
• Penetration Testing

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Security Advisory Council (SAC)

• 1 year term
• Membership
• 4 from corporate clients
• 2 practitioners from the security industry
• Let us learn from each others experience
• Great opportunity for networking of like minded
  people
• One meeting per quarter
• No more than 2 hours of commitment every month

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Integration Options

• SmartIntegrator
• Launching third-party and homegrown web/windows
  applications
• Event-based data push from SmartOffice
• On-demand update of SmartOffice data
• Pulling/pushing data from integration middleware
  (e.g. MQ Series)
• DataXchange Enterprise
• Synchronizing large volumes of legacy or
  third-party data on a daily/weekly basis
• Leads distribution
• Synchronizing user/hierarchy data between LDAP
  and SmartOffice
• DataXchange Online
• Timely updates of pending cases, appointments,
  contracts, licenses
• Distribution of inforce policy values

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SmartIntegrator

• A very mature and proven integration strategy
• Pre-packaged integrations with 3rd party
  applications
• Custom integrations
• Empower your developers with
• SmartIntegrator Training
• SmartIntegrator JumpStart Package

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Web Services and SOA

• SmartIntegrator is a data access layer
• Objects and Properties
• CRUD methods
• WSDL for Data Services and Business Services
• Reshuffling the code to expose reusable
  components as services. Examples,
• Send Form letter as email
• Check activity conflict
• Get Duplicate Contacts

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Quick ReferenceRight Tool for the Right Job
Requirement Tool Comments
1 Launching Web/Windows application 3rd party or homegrown SmartIntegrator You can build SI Adapter or E-Z Data can build it for you
2 Synchronizing Legacy or 3rd party large volume of data on daily/weekly basis DataXchange Enterprise You can use commercial ETL (e.g. Informatica) or build your own DXE adapter or E-Z Data can build the adapter for you
3 Leads Distribution DataXchange Enterprise DXE is preferred for its robustness. Alternatively a custom solution can built using SI too
4 Synchronizing user/hierarchy data between LDAP and SmartOffice DataXchange Enterprise DXE is preferred for its robustness. Alternatively a custom solution can built using SI too
5 Event based data push from SmartOffice SmartIntegrator SI with Data Event Listener
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Quick ReferenceRight Tool for the Right Job
Requirement Tool Comments
6 On-demand update of SmartOffice data SmartIntegrator Build SI Adapter to make a Web Service or other calls to get the data and update SmartOffice
7 Pulling/Pushing data from integration middleware (e.g. MQ Series) SmartIntegrator Build SI Adapter to connect to the integration middleware
8 Timely update of Pending case, Appointment, Contract, License DataXchange Online For Manufacturers provide the data extract in ACORD/NAILBA formats For Distributors make certain that your major carrier partners provide data through DXO
9 Distribution of inforce policy values DataXchange Online The most cost effective way for both carriers and advisors to distribute and receive updated inforce policy values
10 SSO Integration SmartOffice configuration change Virtually, a configuration change in the application if you follow the industry standard for SSO
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What can you learn from our experiences?

• Muthu Arumugham
• Vice President, Technology
• E-Z Data, Inc