The first step any financial institution must take in its response to the new CCPA law is to evaluate its exposure and current state of readiness. We can help firms identify gaps, including areas that need immediate action and longer-term changes to support the program. Areas that may require immediate action include any of the […]
Technical
Hidden Properties in Siebel Tools
A colleague of mine recently informed me that there are hidden properties in Siebel Tools. This post will share how to make these properties available. In your Tools.cfg file set this value: ClientConfigurationMode = All The complete list of object types can be found here. Some of the more interesting object types include: Applet | […]
GDPR Compliance – Encryption
On 25th May 2018, everybody woke up to find their inbox “spammed” with mails from companies about redefining their data privacy policies containing the term GDPR. Every site that one logged into had a pop up, “We have updated our Data Privacy Policy”. So, what is this all about? Small Word, Big Impact It is […]
EPM Automate’s Capabilities Are Expanding
Oracle continues to update EPM Automate on a regular basis. Today, we’re going to take a look at what some of recent updates have to offer Oracle Enterprise Performance Management Cloud customers. What is EPM Automate? Before we touch on the latest enhancements, let’s explain EPM Automate’s purpose. EPM Automate is a command line […]
Check Your Ego: Adapting to the Business World
Being a paramedic during the formative years of my working life, I’ve been surprised at how many of the lessons that I learned on the job have translated to the business world. Working as a paramedic, it is easy for your ego to grow to an unhealthy size. The job is one in which you […]
New Data Shows Why Consumers Change Banks
We know that banks and credit unions have long relied on inertia as one of the primary forces that kept consumers from switching. You literally had to be driven away by horrible service or high fees – it was just way too much of a hassle to change accounts, get new checks and set up […]
Guide: The Rebirth of Governance in Healthcare
Governance in healthcare organizations is undergoing somewhat of a resurgence, or rebirth, as the industry begins to recognize not only the value of governance for information and data, but also content and knowledge – both critical assets to organizations intent on delivering branded and differentiated consumer experiences. As digital transformation takes hold, the quest to […]
Do AI Applications Have a Limit in Financial Services?
Dominant financial services institutions, currently, focus on; a scale of assets, mass productions, relationship exclusivity, switching costs, and dependence on the integrity of humans. However, the future will change with the assistance of artificial intelligence. With the adaptation of new technologies, leading companies will begin to implement data-driven decisions, personalized customer experiences, and workflow optimization. […]
Where Are My Salesforce Report Formats In Lightning Experience?
If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]
The Importance of Data Lineage in Data Governance
Data lineage is the capture of the flow of data from the source through intermediary systems and data transformations to a final destination or consumer. Having good data lineage provides a means to confirm that data used by consumers is from trusted, authoritative sources with adequate controls in place to govern the hand-offs between systems. […]