Modeling Financial Products

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Modeling Financial Products

Post  mauisys on Tue May 22, 2012 3:10 pm

We are looking for general information about modeling products for a financial institution. Most information and samples seem to be based on manufacturing or consumer products. Can someone point us to any relevant references and samples for financial products?

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I also don't have 'sales' facts

Post  bini on Thu May 24, 2012 11:57 am

I am learning about DW and am fed up of only seeing the 'Sales' fact table as an example.
I need to design a DW schema for an IT services company. We don't have 'sales', we have regular monthly invoices for clients, like a subscription charge, and clients log calls with our support desk. I want to be able to compare the monthly revenue with the number of calls logged. I thought Invoices and Calls should be fact tables? But these facts have different granularity:

Invoices cover a service period, measured in months (YYYY-MM to YYYY-MM)
Calls are created at a point in time (YYYY-DD-MM HH:mm:ss)

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Re: Modeling Financial Products

Post  mauisys on Fri May 25, 2012 11:59 am

Typical when applying theory to the "real-world". Someone comes up with one example and then everyone copies it...

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Re: Modeling Financial Products

Post  bini on Fri May 25, 2012 1:03 pm

Someone comes up with one example and then everyone copies it
No, don't think so. The point of this post is that the example - sales - cannot be used in many situations, and therefore everyone can NOT copy it. Sales facts are not really applicable in service industries.

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Re: Modeling Financial Products

Post  BoxesAndLines on Fri May 25, 2012 2:31 pm

Have either of you read Kimball's dimensional modeling toolkit? It is loaded with examples for all sorts of industries. You should be able to model virtually any situation after reading the book.
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Re: Modeling Financial Products

Post  ngalemmo on Fri May 25, 2012 2:49 pm

In general you usually have a master dimension for all products containing common attributes and subtype dimensions (same PK) for different types of products with a lot of additional attributes.
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Re: Modeling Financial Products

Post  mauisys on Tue Jun 05, 2012 1:36 pm

Thanks for the clue: Kimball's Dimensional Modeling Toolkit? We did not have that one. We do now.

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Re: Modeling Financial Products

Post  BoxesAndLines on Tue Jun 05, 2012 5:50 pm

mauisys wrote:Thanks for the clue: Kimball's Dimensional Modeling Toolkit? We did not have that one. We do now.

If you are located in Maui, I am always available for short term consulting engagements as well.
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