Data governance Implementation Project

Data Governance Implementation for Insurance Client

Client Problem:
A leading insurer’s policy, claims, billing, and customer data lived in siloed platforms. Definitions conflicted across lines of business, ownership was unclear, and regulatory reporting required manual reconciliation. The client needed a governance foundation, a unified catalog, and automated lineage to improve trust, compliance, and time-to-insight.

Steps to Solve the Problem:

• Discovery & Maturity Assessment:

Stakeholder workshops, current-state review, critical data elements (CDEs) and risk mapping.

Prioritized a quick-wins roadmap focused on regulatory and analytics use cases.

• Operating Model & Policies:

Defined stewardship roles, RACI, decision rights, certification/attestation cadence, and glossary standards.

Drafted baseline policies for data quality, privacy, retention, and access.

• Glossary & Domains:

Established business terms for Policy, Claim, Insured, Premium, and Loss with relationships and owners.

Aligned terms to KPI/metric definitions used in finance and risk reporting.

• Catalog Onboarding & Scanners:

Onboarded warehouses, data lake, and BI/ETL platforms into the catalog (Collibra / Microsoft Purview / Informatica CDGC as applicable).

Configured schedules, coverage tracking, and classifications for sensitive data.

• Lineage & Data Quality:

Harvested technical lineage from SQL, ETL/ELT, and semantic layers; stitched hops to CDEs.

Introduced quality rules and issue workflows tied to business impact and SLAs.

• Workflows & Access Enablement:

Implemented BPMN workflows for data-usage requests, approvals, certifications, and issue remediation.

Integrated SSO/SCIM and audit logging; produced runbooks and admin guides.

• Training & Handover:

Steward/admin training sessions, adoption playbooks, and an enhancement backlog for steady-state support.

How We Achieved Success:

• Trust & Compliance:

Unified glossary and ownership clarified definitions and accountability, improving audit readiness.

Automated lineage and attestations accelerated impact analysis for regulatory changes.

• Efficiency & Adoption:

Self-service catalog reduced time to find datasets and owners from days to hours.

Workflows embedded governance into daily work—fewer emails, clearer SLAs, better visibility.

• Scalability & Reuse:

Repeatable onboarding patterns and runbooks enabled faster integration of new sources and products.

The governance model now scales across business units with measurable KPIs and continuous improvement.

By leveraging our Data Governance Strategy, Collibra Implementation, and Custom Integration services, we established a robust, auditable foundation for analytics and regulatory reporting.