Management Information System Project Report

On

J P Morgan & Chase

Profitability Analytics

By

Section A

Group 6

Mayank Shekhar Jha | PGP16013

Shravan Mundhada | PGP16014

Gaurav Gopal | PGP16018

Hitesh Rawat | PGP16032

Gaurav Pal | PGP16070

Contents
Organization............................................................................................................ 3
Problem Statement................................................................................................. 3
Objectives................................................................................................................ 3
Requirement Gathering......................................................................................... 4
Design....................................................................................................................... 4
Tools & Technologies Used.................................................................................... 5
Process Flow Diagram............................................................................................ 5
Entity Relationship Diagram.................................................................................6
Automation.............................................................................................................. 8
Deliverables............................................................................................................. 8
Steps / Approach / Method.................................................................................... 8
Dashboards............................................................................................................ 10

Organization
JPMorgan Chase & Co is a multinational banking and financial services company headquartered
in New York city. Originally established as Bank of Manhattan Company founded on September
1, 1799. Currently it is one of the largest banks in US. JPMC has a vast portfolio of product and
services which they are selling worldwide.

Problem Statement

JPMC is trying to come up with an integrated system which will provide valuable insights about
the profitability across different dimensions. JPMC has mainly defined four dimensions namely
customers, products, officers and business units. They want an Information System which will
enable them to determine which officers, products, customers and their cross joins are more
profitable and help them to make strategic decisions. For an instance, suppose JPMC wants to
know about their officers who have performed best in a particular location. Moreover, they also
may want to know which product has been most profitable for them across different countries.
This system should also be able to tell which product has generated highest revenues and have
generated highest cash flows in and out of the bank.

The bank has appointed a team with a mix of functional and technical expertise to devise MIS to
be a central system and facilitate the decision making.

Objectives
1. To provide senior management the capabilities to visualize their businesses and
stakeholders performance.
2. Manage the data in an effective way to support the system.
3. Strengthen the management to monitor the financial performance of different entities
involved.
Requirement Gathering

After interacting with different managers and leadership we have gathered a lot of information
about how the business functions and what to be expected out of this engagement. Following are
the information extract.

1. The front end stores the data in a different format which is unsuitable as per our need.
2. The final deliverable is supposed to generate the reports on various entities and should be
sufficient to guide the end users.
3. The front end system will provide us the data which will be input to our system.
4. There are different divisions which offers different products mainly categorized into
Credit, Demand Deposit, Time Deposit, Credit Card and Securities.
5. An officer can book multiple customers and an account can be shared by multiple
officers.
6. An officer can also refer a customer to another officer if his client asks for a different
product not handled by his/her department.
7. Front end system sends the aggregated data monthly on the last business day.
8. Multiple officers associated with an account can have different attribution percentage in
profit/revenue generated. Proper attribution need to be assigned.
9. There are master data tables for customer, organization, officer and different codes used
in the business consistent across divisions and functions.

Design

We have created a new data model to suit our requirements. This data model will take input
from front end system and will provide platform for reports generation. Different models and
diagrams designed are given below.

Tools & Technologies Used

1. Microsoft Access 2016

2. Tableau v10.2
Process Flow Diagram

Entity Relationship Diagram

Entities Dependency Diagram

Data Flow Diagram (Context)
Automation

To simplify the data load process and dynamic data load, we have automated the system. Now,
front end doesnt have to send out the data to downstream as data will migrate automatically.
Whenever any changes are made to the system, they will automatically be sent to our data model
and tables get loaded with new data. The front end only inserts new data into the system
whenever an update is also needed. For the automation we have written a data event macro on
base table used by front end. Whenever an insert event happens, macro triggers and populate the
data in downstream systems.

The second part of automation is live connection between our newly created data model and
reports to provide up to date and dynamic data to management.

Deliverables

1. Data Model
2. Databases
3. Dashboards

Steps / Approach / Method

1. The front end system maintains the transactional data which is denormalized
2. The next step involves creating a new data model and a new set of tables to implement
the proposed data model.
3. After creation of new database, we are creating different dashboards for managers to
visualize the data and deduce important information. Dashboard will be linked with
database to provide dynamic and up to date information.

Daily Transactional data(Denormalized)

New database to have normalized data

broken into dimension and fact tables

Dashboard to display charts and reports

dynamically
Dashboards