Asterisk Intelligence
Summary
To be a data-focused credit union, you must first be aware of the data you have, where it lives, and how to access or connect it. There is a massive amount of product, transaction, and member data in the CU*BASE core system, but most credit unions also have data in multiple other systems. The effort of understanding and managing the data ecosystem of your credit union is a valuable foundation from which your analysis strategies and data-driven decisions will build.
Morning – Data Warehousing and Data Analysis Review
This session’s morning agenda will be a free-form discussion on the topics covered during the Tuesday Query Training sessions, with the class revisiting the most important topics discussed during the previous day. We will also highlight the data exchange and data warehousing strategies available to the network! Within this review of data warehousing, we ask and cover the following questions:
- Where does my credit union data live today?
- What is my toolkit I have for managing my data?
- How long is the data stored in the system, and is there an option to keep it longer?
- How do I make changes to my data?
- When and how does data from multiple systems connect?
- What are my options to customize data collection?
- Where and how can I find and keep new data?
