Data + Intelligence

The benefits of robo-advisors are clear: trustworthy and affordable financial advice for everyone, regardless of net worth. Although some may debate what role robo-advising will play in wealth management, we’ve reached a point where it’s hard to imagine a world without it. Ever since the evolution of the internet and the widespread adoption of digital […]

Shortly after the release of OBIEE 12.2.1.1, OBIEE Sample Application version 607 was released.  This Sample App is extremely robust and nicely highlights the updates to OBIEE 12c including Data Visualization improvements and really shows off what OBIEE 12c can do.  In addition to the core Sample App, an EPM Plug-in for Sample App is available, […]

Often times companies that rely on Oracle’s EPM products, whether these are on-premises like Hyperion Financial Planning or in Cloud like PBCS, lack a robust approach of navigating to transactional details within the context of an EPM summary view. This becomes a bigger challenge when there are multiple transaction systems involved in financial consolidation. Watch […]

OBIEE release 12.2.1.1 not only boasts improved Data Visualization capabilities as I outlined earlier this week, but there are many important updates to source system support.  One of the main drivers of this is that OBIEE now supports DataDirect 7.1.5.  For those of you unfamiliar with DataDirect, it is a set of ODBC drivers from Progress Software […]

While your clients may have never obtained advice from traditional wealth management companies, the times are changing through the introduction of robo-advisors. Unlike traditional human-to-human financial advice, robo-advisors provide personalized, automated financial advice based on algorithms. They work without the need for human intervention, making such advice cost-friendly and ultimately eliminating common high-net-worth membership figures. […]

Actionable analytics are powerful for moving your business forward. In previous posts, we revealed the difference between vanity and actionable metrics and how to capture actionable metrics through five key features of an analytics platform. However, making the shift to applying data-driven marketing goes deeper than implementing the right platform. You also have to align people […]

We have noticed that in few interfaces, the NVL function is not working as expected when “_simple_view_merging” is set to be true in the Oracle source database. This problem is encountered if the column corresponding to the first function displays the correct results, but the columns corresponding to other functions return nothing. You can see […]

Since you clicked here, I am assuming you have at least a passing interest in the practice of Governance as undertaken by business organizations. Obviously, since I am posting this, I also am interested in Governance, but, through my experience with a variety of organizations, it seems to me that Governance means different things to […]

This post is a follow-up to my previous post: OBIEE Collaborative Analytics Enables Decision Making & Action In this blog, I provide detailed instructions and design aspects of implementing OBIEE Dashboard Commentary levergaing the Write Back feature. There are several steps involved, at the database, middleware and dashboard levels.

Gathering Statistics of a database schema before executing an ODI load plan will improve performance by helping the Optimizer to select optimal execution plan by referring to latest statistics, instead of stale statistics. We can gather statistics of Oracle database schema at a scheduled time of day using the DBMS_SCHEDULER and DBMS_AUTO_TASK_ADMIN packages, However, if […]

Oracle has recently introduced a new version of OBIEE 12c, 12.2.1.1 (not to be confused with the original 12.2.1.0) This is the first point release of the 12c platform and contains a host of changes.  The biggest changes are in the Data Visualization side of the house where the platform has seen significant functionality additions in […]

According to Investopedia, wealth management is a “service that combines financial/investment advice, accounting/tax services, retirement planning, and legal/estate planning for one fee.” While that definition is an oversimplification of the term, it’s safe to say that wealth management has historically been a service for high-net-worth individuals. For purposes of our conversation, note that Investopedia indicates […]