54 IBM OmniFind EE V8.4: Configuration and Implementation Scenarios
2.1 Business requirement
Our fictitious company Northwest Insurance is a fast growing insurance company
that has plans in the future to expand through acquisitions of other insurance
companies in different geographic markets and domains, such as auto insurance
and home insurance.
Northwest Insurance is a general insurance company offering life and home
insurance products in the Pacific Northwest region of the United States, with an
employee force of less than a 1000 supporting 20,000 customers. In a
competitive marketplace, Northwest Insurance needed to provide superior
customer service by improving the productivity of its 300 strong sales, marketing
and technical personnel by making customer information spread across multiple
data sources available on demand in response to customer and prospect
inquiries. Such a system would also promote cross selling and up selling among
its customers.
One of the solutions aimed at achieving this objective was to implement an
enterprise search system for the 20,000 customer-related documents located in
its Windows file system and Lotus QuickPlace systems. Given the sensitive
nature of customer information, Northwest Insurance requires the enterprise
search solution to support and leverage the native security capabilities of the
underlying data sources; unauthorized access to secure documents had to be
prevented. The solution also needs to provide a simple GUI interface available as
a portlet in WebSphere Portal Server.
From an IBM OmniFind Enterprise Edition implementation perspective, this
translates to having:
򐂰 Enabled WebSphere global security with an LDAP repository.
򐂰 A single collection with collection security enabled in order to enforce
document-level security and single sign-on.
The Lotus QuickPlace system contains information about product
offerings, corporate news, and discussion rooms.
The Windows file system contain information about policy and claim
details, application forms, customer correspondence, and internal
presentations.
򐂰 Enable Identity Management Component (IMC) and single sign-on.
򐂰 A Windows file system crawler and Lotus QuickPlace crawler.
򐂰 The sample search portlet installed on WebSphere Portal Server.

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