Aligning Business and IT with Metadata: The Financial Services Way

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Wiley, 2007/08/13 - 310 ページ
Financial services institutions like international banks andinsurance companies frequently need to adapt to changes in theirenvironments, yet manage risk and ensure regulatory compliance.

The author Hans Wegener reveals how metadata can be used toachieve a successful and technological evolution.

This unique approach is divided into three parts to:

  1. Explain how metadata can be used to increase anorganization's ability to adopt changes
  2. Outline the peculiarities of financial corporations andhow they affect value creation and solution design
  3. Present the practical side of effectively managingmetadata and sustaining long term success

Wegener firstly illustrates the peculiarities of both metadatamanagement and the financial services industry. He combines both,puts them into context of use, and explains where and how thismakes life difficult, as well as where and how value is created.This enables the reader to understand the impact of metadatamanagement on his/her organization, its typical side effects,necessities, and benefits.

The book then goes onto reveal how different crosscuttingconcerns managed in large financial corporations (change, risk, andcompliance management) can revolutionize business by supportingthem with metadata management. This provides a blueprint to be usedin strategic planning. Finally, the mechanics of three importantpractical areas are discussed in-depth, namely managing evolution,quality, and sustainability. This provides helpful scripts forpractitioners to be used in real-life.

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著者について (2007)

Hans Wegener is a Member of Management in the Group Information & Process Architecture team at Swiss Re’s corporate headquarters in Zurich, Switzerland. He has worked in the financial services industry since 1997, covering both major banking (Swiss Bank Corporation, UBS, Credit Suisse) and insurance institutions (Swiss Re). He has designed numerous metadata solutions in these companies and results of his work were published at various international conferences and workshops.

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