• Scott Felten

Financial Services Group Documents 600 + Cubes & Countless Data Flows


A major US financial services group is using innovation and QUBEdocs to help streamline critical security processes.

Founded in 1810, this major financial services group is one of the oldest companies in the United States.


Their Director of IT Program Management, Reporting and Analytics Solutions, says they use TM1 to manage the data warehouse for the entire corporation. “All of our internal executive reports, and all external reporting to Government and stockholders. Our part of the business is responsible for all of those data flows and calculations. We’ve got something like 600 cubes in play here, and they’re all feeding data to one another. It’s a substantial set up.”


As the organization grew, it became apparent only a handful of people knew the whole system with any real accuracy or depth, and that presented an underlying business risk. “We began to have an issue with visibility into the entire system. At the same time, we were implementing different audit controls, and getting more formal about approving changes to cubes."


The combination of needing a holistic picture of the system and improved security controls made QUBEdocs the ideal solution. “It helps us look at the data dynamically and append information to it, which also provides essentially real-time visibility of our structures.”


While QUBEdocs has made it much easier to see how the data in the business is interconnected, it also gave the major financial services group a powerful tool to help find different components in the system. “Things that had become orphaned and needed cleaning up or simplification.”

“We’ve got something like 600 cubes in play here, and they’re all feeding data to one another. It’s a substantial set up.”

The organization is using QUBEdocs to innovate and streamline data security processes by configuring the system to allow security-approvers to partner in design and administration by giving them increased visibility and control over who is in their

security groups.


“We’ve got hundreds of user groups, and managers want a say on who should be in there, and where they are in there. If you’ve got 50 cubes, you want your super-users to have critical privileges. But if you’re in the department next door, I may only want you to be able to see two cubes. And if you’re outside of the department, I want to know what you’re doing

and why.”


QUBEdocs power to accurately document environment changes is also a huge plus. “I love that I can quickly see any system elements that are new or under development and connect them to a work ticket. It lets us stay very current on our compliance controls.”

“It helps us look at the data dynamically and append information to it, which also provides essentially real-time visibility of our structures.”

“For anyone with a substantial TM1 footprint, trying to diagram the system in any other way is just unworkable. One you get above 100 cubes, there is no other way to stay this current on documentation. The core functionality of visually representing things dynamically; you have to have that in-set ups this large.”


The organization noted that QUBEdocs was a great partner when it came to implementation and testing, a critical 18 month process for the insurance giant. “I continually made suggestions for functionality and tweaks, and the responsiveness of the development team was just excellent. They consistently delivered above expectation.”

“For anyone with a substantial TM1 footprint, trying to diagram the system in any other way is just unworkable. One you get above 100 cubes, there is no other way to stay this current on documentation. The core functionality of visually representing things dynamically, you have to that in set ups this large.”


 Copyright QUBEdocs 2018   ~   650 N. E. Holladay Street   ~   Suite 1600 - 1610, Portland   ~   Oregon 97232, USA 

  • YouTube - Black Circle
  • LinkedIn - Black Circle
  • Twitter - Black Circle