Use Case

Audit-proof deployment of business-critical data in life insurance

BOI FreeDa in practice

Challenge

An international life insurance company uses standard software to manage its insurance products, from initial quotations to claims processing. The system is adapted to country- specific and regulatory requirements using extensive master, control, reference and parameter data, which is referred to hereinafter as business-critical data such as interest rates, thresholds, pricing parameters, and validation rules.

This business-critical data, which is stored in over 250 tables within a relational database, forms the backbone of the configuration, both system-wide and on a customer-specific basis. The producer carries out regular software updates as part of minor and major releases. Associated business-critical data is automatically imported and deployed; additional manual changes must be carried out at various points in the deployment process by employees from operating departments.

However, until now, there has been no system capable of mapping the entire process in an audit-compliant, controlled, and fully traceable way, including all transitions in deployment, resets, and process controls.

Goals

  • A combination of automatic and manual changes to business-critical data in a three-stage deployment process (testing → integration → production)
  • Prevention of errors, data loss, and rule violations in the editing process
  • Audit-proof logging of all data changes at table level
  • Ensuring uniform control and transparency across all changes, even across departments

Solution

BOI FreeDa is a standardized, traceable, and secure solution for deploying business-critical
data. It is the leading system for automated and manual data maintenance processes.

 

BOI FreeDa in practice

  • The three-stage deployment process (testing → integration → production) is fully mapped in BOI FreeDa.
  • Automatic data changes triggered by the management system are reported via defined REST interfaces, technically checked, and imported into the databases.
  • BOI FreeDa automatically locks tables before importing them, ensuring data consistency and proper integration into the staging process.
  • Employees in operating departments without database knowledge can make manual changes via the BOI FreeDa web interface.
  • All changes, whether manual or automatic, are seamlessly documented in the BOI FreeDa audit log, including the exact changes made.

Benefit

BOI FreeDa standardizes the entire maintenance and deployment process, ensuring
security and audit compliance without system discontinuities or data loss.

 

Advantages at a glance

  • Fully audit-proof processing of business-critical data
  • Automated and manual data changes integrated into one system
  • Compliance with all requirements of the audit department
  • Reduction of errors and manual coordination effort
  • Clearly defined and transparent processes minimizing the workload on IT
  • Reduction of resource usage and operating costs

The BOI FreeDa staging process is designed to transfer tables securely and efficiently from one environment to the next. The fast and secure staging process saves the company time and resources.

The data maintenance process

Color legend

Within the BOI FreeDa system

Outside the BOI system

Automatic execution

The operating departments manually maintain tables via the BOI FreeDa front end. The IT department configures data maintenance through role- and authorization-based systems, ensuring that only authorized persons can read, edit, verify, or release tables. To ensure data consistency during automatic and manual changes, the customer control system communicates with BOI FreeDa via a REST interface before making automatic changes.

BOI FreeDa verifies that none of the tables to be edited are undergoing manual processing, sets an explicit table lock, and notifies the control system of this action. Next, the customer control system changes the tables directly in the databases and notifies BOI FreeDa after completion.
BOI FreeDa then analyzes the changes, inclusive consistency within the staging process. It also updates the table history to ensure audit compliance and removes the explicit table locks. Once the locks are lifted, the affected tables can be edited manually again.

For those interested in the technical details

System environment & data storage

  • Data is stored in a Db2 database under Linux
  • BOI FreeDa is operated on-premises at the customer’s site
  • Databases are connected via JDBC, tables are registered once

 

Process: Automated data changes

  • The external software solution notifies BOI FreeDa via REST which tables are to be updated in which environments
  • BOI FreeDa checks lock status, status in the deployment process, and consistency
  • Upon release, activation takes place directly in the target database
  • BOI FreeDa updates revision logs, including all data changes

 

Process: Manual changes

  • Around 50 operating department users log in to the web interface
  • Tables are manually adjusted for editing
  • The entire process, including data changes, is documented in an audit-proof manner

More informations

More information can be found in the BOI FreeDa product sheet.

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