IBM Industry Models for Banking and Insurance V8.8 are designed to deliver more cost-effective data, process, and service solutions

IBM United States Software Announcement 216-150
April 26, 2016

Table of contents
OverviewOverviewPublicationsPublications
Key prerequisitesKey prerequisitesTechnical informationTechnical information
Planned availability datePlanned availability dateOrdering informationOrdering information
DescriptionDescriptionTerms and conditionsTerms and conditions
Product positioningProduct positioningPricesPrices
Program numberProgram numberOrder nowOrder now


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At a glance
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IBM® Industry Models for Banking and Insurance can help clients address standards, including regulatory, and compliance obligations and help accelerate project development and deployment. Version 8.8 releases are available with the following enhanced support:

  • Banking, financial market, and insurance compliance requirements
  • Enterprise-wide architecture, integration, and process transformation standards
  • Deployment on heterogeneous environments, including traditional RDBMS and Hadoop technology for big data, and RESTful services for application support
  • Help for organizations to accelerate requirements definition, project development, and project deployment


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Overview
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IBM Industry Models for Banking and Insurance V8.8 include sophisticated business-centric blueprints that promote business and IT collaboration on requirements design and IT standardization and implementation. They also help to deliver innovative content for banking and insurance with updated regulatory and business information.

The following models are included in this release:

  • Banking:
    • IBM Banking and Financial Markets Data Warehouse V8.8
    • IBM Banking Process and Service Models V8.8
    • IBM Banking and Financial Markets Industry Models V8.8
  • Insurance:
    • IBM Insurance Information Warehouse V8.8
    • IBM Insurance Process and Service Models V8.8
    • IBM Insurance Industry Models V8.8

IBM Industry Models for Banking V8.8 updates

Updates for IBM Industry Models for Banking V8.8 include:

  • Business enhancements:
    • Support for COREP/FINREP European regulations
    • Standards alignment (BIAN)
  • Ease of use / Accelerated deployment:
    • Enhanced business vocabularies in IBM InfoSphere® Information Governance Catalog that are refactored for greater ease of use
    • Model validation utilities for IBM InfoSphere Data Architect (IDA) and IBM Rational® Software Architect (RSA) environments
    • Design patterns that describe the underlying reasons for modeling decisions
    • Supporting documentation now made available in IBM Knowledge Center for ease of access
    • Deployment to IBM DB2® with BLU Acceleration®
    • Deployment to IBM BigInsights® and IBM PureData® System for Analytics
    • Diagramming enhancements to models
  • Model types, tooling, and deployment:
    • Enhanced dimensional warehouse model
    • Full integration of financial services data model in InfoSphere Information Governance Catalog, supported for Banking and Financial Markets Data Warehouse (BFMDW) in IDA and ERwin, and for Banking Process and Service (BPS) in RSA; ability to use multiple tools at the same time in the same Eclipse environment for enterprise modeling
    • Additional service design models for RESTful services
    • Banking data models delivered in InfoSphere Data Architect, ERwin, and InfoSphere Information Governance Catalog tooling
    • Banking process and service models delivered in Rational Software Architect and BPMN20 tooling
    • Support for ERwin 8.2, IBM Rational Software Architect V9.1.2, InfoSphere Data Architect 9.1.3, and Information Governance Catalog V11.3

IBM Industry Models for Insurance V8.8 updates

Updates for IBM Industry Models for Insurance V8.8 include:

  • Business enhancements:
    • Customer insight enhancements
  • Ease of use / Accelerated deployment:
    • Enhanced business vocabularies in InfoSphere Information Governance Catalog that are refactored for greater ease of use
    • Model validation utilities for IDA and RSA environments
    • Design patterns that describe underlying reasons for modeling decisions
    • Supporting documentation now made available in IBM Knowledge Center for ease of access throughout the organization
    • Deployment to DB2 with BLU Acceleration
    • Deployment to BigInsights and PureData® System for Analytics
    • Diagramming enhancements to models
  • Model type, tooling, and deployment:
    • Enhanced dimensional warehouse model
    • Full integration of financial services data model in InfoSphere Information Governance Catalog, supported for Insurance Information Warehouse (IIW) in IDA and ERwin, and for Insurance Process and Service (IPS) in RSA; ability to use multiple tools at the same time in the same Eclipse environment for enterprise modeling
    • Additional service design models for RESTful services
    • Insurance data models delivered in InfoSphere Data Architect, ERwin, and InfoSphere Information Governance Catalog
    • Insurance process and service models delivered in Rational Software Architect and BPMN20 tooling
    • Support for ERwin 8.2, Rational Software Architect V9.1.2, InfoSphere Data Architect 9.1.3, and Information Governance Catalog V11.3

Note that the following models and tooling are not included in the version 8.8 offerings and will not be included in any future release of these models:

  • For banking, m1 tooling and models are not included in the following offerings:
    • Banking and Financial Markets Data Warehouse
    • IBM Banking Process and Service Models
    • IBM Banking and Financial Markets Industry Models
  • For insurance, MMM tooling and models are not included in the following offerings:
    • IBM Insurance Information Warehouse
    • IBM Insurance Process and Service Models
    • IBM Insurance Industry Models
  • For banking and insurance, ARIS and WebSphere® Business Modeler models are not included in the following offerings:
    • IBM Banking Process and Service Models
    • IBM Insurance Process and Service Models


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Key prerequisites
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A supported Microsoft™ Windows™ 7 or Microsoft Windows 8 operating system and 3 GB of system memory.



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Planned availability date
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April 28, 2016



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Description
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Banking, Financial Markets, and Insurance

To help financial services organizations achieve faster results, IBM is packaging the knowledge gained from years of experience with information projects in industries into IBM Industry Models. These models are designed to deliver industry expertise and support regulatory best practices in a form usable by both business and IT, enabling IT to implement projects more quickly. The result can be faster time to value, fulfilled expectations, and reduced project risk.

IBM Industry Models V8.8 addresses three types of models:

  • Data models to help accelerate operational, financial, risk, and compliance reporting
  • Process models to accelerate optimization of business processes and compliance projects
  • Service models to accelerate implementation of new core systems and service-oriented architecture (SOA) projects

The data models include interrelated business glossary, enterprise data warehouse, and reporting requirements models. The models can be used with IBM InfoSphere Information Server, IBM InfoSphere Master Data Management Server, IBM BigInsights, and IBM PureData System for Analytics to help you address your business needs.

Key components of the data models:

  • Business terms: An enterprise-wide vocabulary of business concepts that provides an organization with a view of itself and its industry.
  • Analytical requirements: A set of industry-relevant analytical reporting requirements organized around business focus areas. The dimensional model approach, based on analytical requirements, enables integration with PureData System for Analytics and OLAP environments such as IBM Cognos®.
  • Supportive Content is a set of business terms that provides a method of mapping both external and internal terms from business standards and other requirements to the Business Terms and to the Atomic and Dimensional warehouse models. This helps business users understand how such business terms are represented in the models by using the naming and definitions of the source. The benefit of such a hierarchy is in logically organizing the data requirements into cohesive groupings and in translating requirement data needs into their support in the data model.
  • Business data model (Insurance) is a data model that specifies the third normal form data structures required to represent the concepts defined in business terms.
  • Atomic warehouse model is a design-level data model that represents an enterprise-wide repository of atomic data used for informational processing.
  • Dimensional warehouse model is an enterprise-wide repository for analytical data. It contains star schema-style dimensional data structures organized around fact entities that support analytical requirements.

The Process and Service models are a comprehensive set of best practice business process models with supportive service definitions for development of an SOA environment. They help enable the definition of common processes and services enterprise wide and help empower business users and IT to more effectively reduce the time needed to scope requirements, do subsequent customization, and perform any extension to key business processes.

The Process models represent the individual activities or tasks that must be followed to complete a process such as "open an account." The Service models identify the business services a bank or insurance company will need to create within an SOA environment.

Examples of how IBM Industry Models are used in critical business initiatives:

  • Operational insight: Provide a comprehensive analytical reporting framework.
  • Risk and compliance: Support reporting needs in response to regulatory requirements.
  • Payments: Offer financial institutions the opportunity to introduce agile and flexible processes, with a view to reducing cost, increasing operational efficiency, and improving customer service.
  • Account opening: Outline some of the best practices in customer onboarding that involves proposing a product to a customer, along with the relevant KYC and AML checks, and driving the onboarding process to an offer and activation phase.
  • Integration through SOAs: Integrate legacy applications and new functionality through a layer of consistent service definitions that can be deployed on IBM middleware or on other infrastructures.
  • Data governance and standardization: Define a corporate set of standard definitions and best practices around an organization's data. IT can then use data integration, business integration, and master data management infrastructure to enforce standards and use data profiling techniques for compliance monitoring and exception alerting.
  • Enterprise architecture: Provide the structure and content for supporting the business and application layers of an enterprise architecture.

Accessibility by people with disabilities

A US Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be found on the Product accessibility information website.

Section 508 of the US Rehabilitation Act

IBM Industry Models for Banking and Insurance V8.8 is capable as of April 28, 2016, when used in accordance with IBM's associated documentation, of satisfying the applicable requirements of Section 508 of the Rehabilitation Act, provided that any assistive technology used with the product properly interoperates with it. A US Section 508 Voluntary Product Accessibility Template (VPAT) can be found on the Product accessibility information website.



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Product positioning
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Banking, financial markets, and insurance

IBM Industry Models combine deep expertise and industry best practices in a usable (blueprint) form for both business and IT communities to accelerate the development and deployment of industry solutions. Part of the IBM InfoSphere portfolio, the Industry Models are based on the experience of more than 500 clients and more than 20 years of development. The Industry Models provide an industry best-practices starting point to transform data, processes, and services.

Use cases

Value proposition

IBM Industry Models can help enterprises achieve:

  • Faster time to value: Industry Models can extend the benefits of existing information infrastructure by helping to reduce the time and effort needed for analysis and design of functional requirements.
  • Business agility: Industry Models can enhance business agility by helping the customer build and rationalize data warehouses and common services faster, by providing a consistent data architecture for modeling new or changed requirements and by compressing the time required compared to custom-built projects.
  • High-quality business data: A streamlined and best-practices approach for business transformation can help reduce risk and enable successful delivery of high-quality data for applications that span the organization.
  • Enhanced stakeholder approval: Enhanced collaboration between IT and business can increase stakeholder approval and allow IT to build what business needs.
  • Pervasive information management infrastructure: A pervasive information management infrastructure across the organization can help create enterprise wide KPIs and help address compliance, reporting, and analysis requirements.

Key differentiators

  • IBM has a strong track record on best practices of data modeling. Large IBM Global Business Services® projects are strong proof points. IBM data models are based on the expertise of IBM and its Business Partners and leverage standard IBM tooling.
  • IBM has a comprehensive single-vendor portfolio that is supported by IBM Global Business Services, Lab Services, and System Integrators. The data models are well integrated with an information management stack to deliver a comprehensive and accelerated data warehouse solution.
  • Ability to share warehouse and data model content to speed deployment of banking and insurance solutions, thereby helping to save on IT spending.
  • Ability to achieve accelerated value from a data warehouse through integration with IBM Cognos® and IBM PureData System for Analytics.
  • Ability to include integrated tooling for modeling and integration through InfoSphere Data Architect, Information Server, IBM Business Process Manager, and Rational Software Architect, thereby helping to achieve a higher return on investment.
  • Ability to enable up to 90% data coverage support of customer project requirements.
  • Traceability from business to IT and data models that can form part of a common business language for an organization.



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Program number
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Program number VRM Program name
5724-X87 8.8.0 IBM Banking and Financial Markets Data Warehouse
5724-V40 8.8.0 IBM Banking Process & Service Models
5725-C82 8.8.0 IBM Banking and Financial Markets Industry Models
5724-V43 8.8.0 IBM Insurance Information Warehouse
5724-V44 8.8.0 IBM Insurance Process & Service Models
5725-C30 8.8.0 IBM Insurance Industry Models


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Offering Information
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Product information is available on the IBM Offering Information website.

More information is also available on the Passport Advantage® and Passport Advantage Express® website.



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Publications
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No publications are shipped with this product.

You can access all of the IBM Industry Models V8.8 documentation in IBM Knowledge Center.



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Services
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Software Services

IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.

To learn more about IBM Software Services or to contact a Software Services sales specialist, go to the IBM Software Services website.



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Technical information
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Specified operating environment

Hardware requirements

Specified operating environment

  • Windows 7 Professional x86-32
  • Windows 7 Professional x86-64
  • Windows 8 Professional x86-32
  • Windows 8 Professional x86-64

Memory: Minimum of 3 GB

IBM Industry Models do not have specific hardware requirements. Hardware requirements will vary for each client deployment, depending on the modeling environments used.

Software requirements

The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language.

IBM Electronic Support

The IBM Support Portal is your gateway to technical support. This includes IBM Electronic Support tools and resources, for software and hardware, to help save time and simplify support. The Electronic Support tools can help you find answers to questions, download fixes, troubleshoot, automate data collection, submit and track problems through the Service Request online tool, and build skills. All these tools are made available through your IBM support agreement. Read about the Electronic Support portfolio of tools on the IBM Support Portal page and the online Service requests and PMRs tool for more support.

Planning information

Packaging

Banking and Financial Markets Industry Models V8.8 and Insurance Industry Models V8.8 are software bundles, each consisting of two existing component offerings. The media pack for each of these software bundles contains two DVDs, one for each of the component offerings, which are installed separately.

This program, when downloaded from a website, contains the applicable IBM license agreement and License Information, if appropriate, and will be presented for acceptance at the time of installation of the program. For future reference, the license and License Information will be stored in a directory such as LICENSE.TXT.



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Ordering information
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This product is only available through Passport Advantage. It is not available as shrinkwrap.

Licensed function title Product group Product category
IBM Banking and Financial Markets Data Warehouse Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking and Financial Markets Data Warehouse Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking and Financial Markets Data Warehouse Project Edition IBM Industry Models IBM Industry Models
IBM Banking and Financial Markets Data Warehouse Project Edition IBM Industry Models IBM Industry Models
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition IBM Industry Models IBM Industry Models
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking Process & Service Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking Process & Service Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking Process & Service Models Project Edition IBM Industry Models IBM Industry Models
IBM Banking Process & Service Models Project Edition IBM Industry Models IBM Industry Models
IBM Banking & Financial Markets Industry Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking & Financial Markets Industry Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Banking & Financial Markets Industry Models Project Edition IBM Industry Models IBM Industry Models
IBM Banking & Financial Markets Industry Models Project Edition IBM Industry Models IBM Industry Models
IBM Insurance Information Warehouse Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Information Warehouse Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Information Warehouse Project Edition IBM Industry Models IBM Industry Models
IBM Insurance Information Warehouse Project Edition IBM Industry Models IBM Industry Models
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition IBM Industry Models IBM Industry Models
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Process & Service Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Process & Service Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Process & Service Models Project Edition IBM Industry Models IBM Industry Models
IBM Insurance Process & Service Models Project Edition IBM Industry Models IBM Industry Models
IBM Insurance Industry Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Industry Models Enterprise Edition IBM Industry Models IBM Industry Models
IBM Insurance Industry Models Project Edition IBM Industry Models IBM Industry Models
IBM Insurance Industry Models Project Edition IBM Industry Models IBM Industry Models

Banking and Financial Markets Data Warehouse

Part description Part number
IBM Banking and Financial Markets Data Warehouse Enterprise Edition  
BFMDW Enterprise Edition Per Resource Value Unit Annual SW S&S Rnwl E06W2LL
BFMDW Enterprise Edition Per Resource Value Unit Lic + SW S&S 12 Mo D092SLL
BFMDW Enterprise Edition Per Resource Value Unit SW S&S Reinstate 12 Mo D092TLL

Banking and Financial Markets Data Warehouse

Part description Part number
IBM Banking and Financial Markets Data Warehouse Project Edition  
BFMDW Project Edition Per Resource Value Unit Annual SW S&S Rnwl E06W1LL
BFMDW Project Edition Per Resource Value Unit Lic + SW S&S 12 Mo D092QLL
BFMDW Project Edition Per Resource Value Unit SW S&S Reinstate 12 Mo D092RLL

Banking and Financial Markets Data Warehouse

Part description Part number
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition  
BG Pk for Financial Srvcs EE Per Resource Value Unit Annual SW S&S Rnwl E07CZLL
BG Pk for Financial Srvcs EE Per Resource Value Unit Lic + SW S&S 12 Mo D0A5BLL
BG Pk for Financial Srvcs EE Per Resource Value Unit SW S&S Reinstate 12 Mo D0A5CLL

IBM Banking Process and Service Models

Part description Part number
IBM Banking Process Service & Financial Services Data Model Project Edition  
Banking Proc Srvc & FSDM PE Per Resource Value Unit Annual SW S&S Rnwl E06GZLL
Banking Proc Srvc & FSDM PE Per Resource Value Unit Lic + SW S&S 12 Mo D07ZSLL
Banking Proc Srvc & FSDM PE Per Resource Value Unit SW S&S Reinstate 12 Mo D07ZTLL

IBM Banking Process and Service Models

Part description Part number
IBM Banking Process Service & Financial Services Data Model Enterprise Ed  
Banking Proc Srvc & FSDM EE Per Resource Value Unit Annual SW S&S Rnwl E06HLLL
Banking Proc Srvc & FSDM EE Per Resource Value Unit Lic + SW S&S 12 Mo D081BLL
Banking Proc Srvc & FSDM EE Per Resource Value Unit SW S&S Reinstate 12 Mo D081ALL

IBM Banking and Financial Markets Industry Models

Part description Part number
IBM Banking & Financial Markets Industry Models Project Edition  
IBM Banking & FM Industry Models Project Edition RVU Annual SW S&S Rnwl E0BNMLL
IBM Banking & FM Industry Models Project Edition RVU Lic + SW S&S 12 Mo D0IEZLL
IBM Banking & FM Industry Models Project Edition RVU SW S&S Reinstate 12 Mo D0IF0LL

IBM Banking and Financial Markets Industry Models

Part description Part number
IBM Banking & Financial Markets Industry Models Enterprise Edition  
IBM Banking & FM Industry Models Enterprise Ed RVU Annual SW S&S Rnwl E0BNKLL
IBM Banking & FM Industry Models Enterprise Ed RVU Lic + SW S&S 12 Mo D0IESLL
IBM Banking & FM Industry Models Enterprise Ed RVU SW S&S Reinstate 12 Mo D0IETLL

IBM Insurance Industry Models

Part description Part number
IBM Insurance Industry Models Enterprise Edition  
IBM Ins Ind Mdls Ent Ed Per Resource Value Unit Lic + SW S&S 12 Mo D0HAWLL
IBM Ins Ind Mdls Ent Ed Per Resource Value Unit Annual SW S&S Rnwl E0B12LL
IBM Ins Ind Mdls Ent Ed Per Resource Value Unit SW S&S Reinstate 12 Mo D0HAXLL

IBM Insurance Industry Models

Part description Part number
IBM Insurance Industry Models Project Edition  
IBM Ins Ind Mdls Pro Ed Per Resource Value Unit Annual SW S&S Rnwl E0B11LL
IBM Ins Ind Mdls Pro Ed Per Resource Value Unit Lic + SW S&S 12 Mo D0HATLL
IBM Ins Ind Mdls Pro Ed Per Resource Value Unit SW S&S Reinstate 12 Mo D0HAULL

IBM Insurance Information Warehouse

Part description Part number
IBM Insurance Information Warehouse Project Edition  
Insurance Information WH PE Per Resource Value Unit Annual SW S&S Rnwl E06HJLL
Insurance Information WH PE Per Resource Value Unit Lic + SW S&S 12 Mo D0816LL
Insurance Information WH PE Per Resource Value Unit SW S&S Reinstate 12 Mo D0817LL

IBM Insurance Information Warehouse

Part description Part number
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition  
BG Pk for Insurance Ent Ed Per Resource Value Unit Annual SW S&S Rnwl E07CXLL
BG Pk for Insurance Ent Ed Per Resource Value Unit Lic + SW S&S 12 Mo D0A55LL
BG Pk for Insurance Ent Ed Per Resource Value Unit SW S&S Reinstate 12 Mo D0A56LL

IBM Insurance Information Warehouse

Part description Part number
IBM Insurance Information Warehouse Enterprise Edition  
Insurance Information WH EE Per Resource Value Unit Annual SW S&S Rnwl E06HKLL
Insurance Information WH EE Per Resource Value Unit Lic + SW S&S 12 Mo D0818LL
Insurance Information WH EE Per Resource Value Unit SW S&S Reinstate 12 Mo D0819LL

IBM Insurance Process and Service Models

Part description Part number
IBM Insurance Process & Service Models Project Edition  
Insurance Proc & Srvc Mod PE Per Resource Value Unit Annual SW S&S Rnwl E06HBLL
Insurance Proc & Srvc Mod PE Per Resource Value Unit Lic + SW S&S 12 Mo D080JLL
Insurance Proc & Srvc Mod PE Per Resource Value Unit SW S&S Reinstate 12 Mo D080KLL

IBM Insurance Process and Service Models

Part description Part number
IBM Insurance Process & Service Models Enterprise Edition  
Insurance Proc & Srvc Mod EE Per Resource Value Unit Annual SW S&S Rnwl E06HDLL
Insurance Proc & Srvc Mod EE Per Resource Value Unit Lic + SW S&S 12 Mo D080QLL
Insurance Proc & Srvc Mod EE Per Resource Value Unit SW S&S Reinstate 12 Mo D080RLL

Banking and Financial Markets Data Warehouse

Part description Part number
IBM Banking and Financial Markets Data Warehouse Enterprise Edition  
IBM Banking and Financial Markets Data Whs EE RVU Sys z Annual SW S&S Rnwl E0BPWLL
IBM Banking and Financial Markets Data Whs EE RVU Sys z Lic + SW S&S 12 Mo D0IHYLL
IBM Banking and Financial Markets Data Whs EE RVU Sys z SW S&S Reinstate 12 D0IHZLL

Banking and Financial Markets Data Warehouse

Part description Part number
IBM Banking and Financial Markets Data Warehouse Project Edition  
IBM Banking and Financial Markets Data Whs PE RVU S SW S&S Reinstate 12 Mo D0II1LL
IBM Banking and Financial Markets Data Whs PE RVU Sys z Annual SW S&S Rnwl E0BPXLL
IBM Banking and Financial Markets Data Whs PE RVU Sys z Lic + SW S&S 12 Mo D0II0LL

Banking and Financial Markets Data Warehouse

Part description Part number
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition  
IS Business Glossary Pk for Financial Srvcs EE RVU Sys z Annual SW S&S Rn E0BQ0LL
IS Business Glossary Pk for Financial Srvcs EE RVU Sys z Lic + SW S&S 12 D0II6LL
IS Business Glossary Pk for Financial Srvcs EE RVU Sys z SW S&S Reinstate D0II7LL

IBM Banking Process and Service Models

Part description Part number
IBM Banking Process Service & Financial Services Data Model Project Edition  
IBM Banking Process Service & Financial Ser PE RVU Sys z Annual SW S&S Rnwl E0BP5LL
IBM Banking Process Service & Financial Ser PE RVU Sys z Lic + SW S&S 12 Mo D0IGFLL
IBM Banking Process Service & Financial Ser PE RVU Sys z SW S&S Reinstate D0IGGLL

IBM Banking Process and Service Models

Part description Part number
IBM Banking Process Service & Financial Services Data Model Enterprise Ed  
IBM Banking Process Service & Financial Ser EE RVU Sys z Annual SW S&S Rnwl E0BP4LL
IBM Banking Process Service & Financial Ser EE RVU Sys z Lic + SW S&S 12 Mo D0IGDLL
IBM Banking Process Service & Financial Ser EE RVU Sys z SW S&S Reinstate D0IGELL

IBM Banking and Financial Markets Industry Models

Part description Part number
IBM Banking & Financial Markets Industry Models Project Edition  
IBM Banking & FM Industry Models Proj Ed RVU Sys z Annual SW S&S Rnwl E0BNNLL
IBM Banking & FM Industry Models Proj Ed RVU Sys z Lic + SW S&S 12 Mo D0IF4LL
IBM Banking & FM Industry Models Proj Ed RVU Sys z SW S&S Reinstate 12 Mo D0IF5LL

IBM Banking and Financial Markets Industry Models

Part description Part number
IBM Banking & Financial Markets Industry Models Enterprise Edition  
IBM Banking & FM Industry Models Ent Ed RVU System z® Annual SW S&S Rnwl E0BNLLL
IBM Banking & FM Industry Models Ent Ed RVU System z Lic + SW S&S 12 Mo D0IEXLL
IBM Banking & FM Industry Models Ent Ed RVU System z SW S&S Reinstate 12 Mo D0IEYLL

IBM Insurance Industry Models

Part description Part number
IBM Insurance Industry Models Enterprise Edition  
IBM Insurance Industry Models Enterprise Ed RVU System z Annual SW S&S Rnwl E0BQ1LL
IBM Insurance Industry Models Enterprise Ed RVU System z Lic + SW S&S 12 Mo D0IILLL
IBM Insurance Industry Models Enterprise Ed RVU Sysz SW S&S Reinstate 12 Mo D0IIMLL

IBM Insurance Industry Models

Part description Part number
IBM Insurance Industry Models Project Edition  
IBM Insurance Industry Models Project Ed RVU Sys z SW S&S Reinstate 12 Mo D0IIPLL
IBM Insurance Industry Models Project Edition RVU Sys z Annual SW S&S Rnwl E0BQ2LL
IBM Insurance Industry Models Project Edition RVU Sys z Lic + SW S&S 12 Mo D0IINLL

IBM Insurance Information Warehouse

Part description Part number
IBM Insurance Information Warehouse Project Edition  
IBM Insurance Information Warehouse Proj Ed RVU Sys z Annual SW S&S Rnwl E0BMPLL
IBM Insurance Information Warehouse Proj Ed RVU Sys z Lic + SW S&S 12 Mo D0ID0LL
IBM Insurance Information Warehouse Proj Ed RVU Sys z SW S&S Reinstate D0ID1LL

IBM Insurance Information Warehouse

Part description Part number
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition  
IBM IS Business Glossary Pack for Insurance EE RVU Sys z Annual SW S&S Rnwl E0BN1LL
IBM IS Business Glossary Pack for Insurance EE RVU Sys z Lic + SW S&S 12 Mo D0IDKLL
IBM IS Business Glossary Pack for Insurance EE RVU Sys z SW S&S Reinstate 1 D0IDLLL

IBM Insurance Information Warehouse

Part description Part number
IBM Insurance Information Warehouse Enterprise Edition  
IBM Insurance Information Warehouse Ent Ed RVU Sys z Annual SW S&S Rnwl E0BMQLL
IBM Insurance Information Warehouse Ent Ed RVU Sys z Lic + SW S&S 12 Mo D0ID2LL
IBM Insurance Information Warehouse Ent Ed RVU Sys z SW S&S Reinstate D0ID3LL

IBM Insurance Process and Service Models

Part description Part number
IBM Insurance Process & Service Models Project Edition  
IBM Insurance Process & Service Models Proj Ed RVU Sys z Annual SW S&S Rn E0BMLLL
IBM Insurance Process & Service Models Proj Ed RVU Sys z Lic + SW S&S 12 D0ICVLL
IBM Insurance Process & Service Models Proj Ed RVU Sys z SW S&S Reinstate D0ICWLL

IBM Insurance Process and Service Models

Part description Part number
IBM Insurance Process & Service Models Enterprise Edition  
IBM Insurance Process & Service Models Ent Ed RVU Sys z Annual SW S&S Rn E0BMMLL
IBM Insurance Process & Service Models Ent Ed RVU Sys z Lic + SW S&S 12 D0ICXLL
IBM Insurance Process & Service Models Ent Ed RVU Sys z SW S&S Reinstate D0ICYLL


Passport Advantage trade-up

You must have previously acquired licenses for the following precursor products to be eligible to acquire equivalent licenses of the trade-up products.

Banking and Financial Markets Data Warehouse

Precursor product Trade-up product Trade-up part number
IBM Banking and Financial Markets Data Warehouse Enterprise Edition    
IBM Banking Data Warehouse Full Enterprise Edition IBM BFMDW Enterprise Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 D094FLL
IBM InfoSphere Business Glossary Pack for Financial Services Enterprise Edition BFMDW Enterprise Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 D0A5DLL
IBM Financial Markets Data Warehouse Full Enterprise Edition BFMDW Enterprise Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 D094DLL
IBM Banking and Financial Markets Data Warehouse Starter Enterprise Edition BFMDW Enterprise Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 D094ELL

Banking and Financial Markets Data Warehouse

Precursor product Trade-up product Trade-up part number
IBM Banking and Financial Markets Data Warehouse Project Edition    
IBM Banking Data Warehouse Project Edition BFMDW Project Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 Mo D094CLL
IBM Financial Markets Data Warehouse Project Edition BFMDW Project Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 Mo D094ALL
IBM Financial Markets Data Warehouse Starter Project Edition BFMDW Project Edition Per Resource Value Unit Trade Up Lic + SW S&S 12 Mo D094BLL

IBM Banking Process and Service Models

Precursor product Trade-up product Trade-up part number
IBM Banking Process Service & Financial Services Data Model Enterprise Ed    
IBM Banking Service Models Enterprise Edition Banking Proc Srvc & FSDM EE Per Resource Value Unit Trade Up Lic + SW S&S D081ELL
IBM Banking Process Models Enterprise Edition Banking Proc Srvc & FSDM EE Per Resource Value Unit Trade Up Lic + SW S&S D081DLL
IBM Banking Process & Services Models Enterprise Edition Banking Proc Srvc & FSDM EE Per Resource Value Unit Trade Up Lic + SW S&S D081CLL

IBM Banking Process and Service Models

Precursor product Trade-up product Trade-up part number
IBM Banking Process Service & Financial Services Data Model Project Edition    
IBM Banking Process & Services Models Project Edition Banking Proc Srvc & FSDM PE Per Resource Value Unit Trade Up Lic + SW S&S D07ZULL
IBM Banking Service Models Project Edition Banking Proc Srvc & FSDM PE Per Resource Value Unit Trade Up Lic + SW S&S D07ZWLL
IBM Banking Process Models Project Edition Banking Proc Srvc & FSDM PE Per Resource Value Unit Trade Up Lic + SW S&S D07ZVLL

IBM Banking and Financial Markets Industry Models

Precursor product Trade-up product Trade-up part number
IBM Banking & Financial Markets Industry Models Enterprise Edition    
Banking Industry Models Enterprise edition IBM Bank & FM Ind Mdls Per Resource Value Unit Trade Up Lic + SW S&S 12 Mo D0IEWLL
Banking Financial Markets Data Warehouse Enterprise Edition IBM Bank & FM Ind Mdls RVU fm BF Mkt Data Whs Trade Up Lic + SW S&S 12 Mo D0IEULL
Banking Data Warehouse Enterprise Edition IBM Bank & FM Ind Mdls RVU fm Banking Data Whs Trade Up Lic + SW S&S 12 Mo D0IQYLL
Banking Process Service Enterprise Edition IBM Bank & FM Ind Mdls RVU fm Bkg Process Serv Trade Up Lic + SW S&S 12 Mo D0IQZLL

IBM Banking and Financial Markets Industry Models

Precursor product Trade-up product Trade-up part number
IBM Banking & Financial Markets Industry Models Project Edition    
Banking Data Warehouse Project Edition Bkg & FM Ind Mdl PE RVU fm Banking Data Whs Trade Up Lic + SW S&S 12 Mo D0IR0LL
Banking Process Service Project Edition Bkg & FM Ind Mdl PE RVU fm Banking Process Serv Trade Up Lic + SW S&S 12 Mo D0IR1LL
Banking Financial Markets Data Warehouse Project Edition Bkg & FM Ind Mdl PE RVU fm Bkg FM Data Whs PE Trade Up Lic + SW S&S 12 Mo D0IF1LL
Banking Industry Models Project Edition Bkg & FM Ind Mdl PE RVU fm Bkg Ind Mdl PE Trade Up Lic + SW S&S 12 Mo D0IF3LL

IBM Insurance Information Warehouse

Precursor product Trade-up product Trade-up part number
IBM Insurance Information Warehouse Enterprise Edition    
PRPQ 5799 -HBJ/HLD IBM Insurance Info Whs Ent Ed RVU fm PRPQ5799-HBJ/HLD Trade Up Lic + SW S&S D0IXFLL
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition Insurance Information WH EE Per Resource Value Unit Trade Up Lic + SW S&S D0A57LL

IBM Insurance Information Warehouse

Precursor product Trade-up product Trade-up part number
IBM Insurance Information Warehouse Project Edition    
PRPQ 5799 HLD IBM Insurance Info Whs PE RVU fm PRPQ 5799 HBJ/HLD Trade Up Lic + SW S&S D0IFALL

IBM Insurance Process and Service Models

Precursor product Trade-up product Trade-up part number
IBM Insurance Process & Service Models Enterprise Edition    
PRPQ 5799 -HGB/HLA Ins Pro&Ser Mdl Ent Ed RVU Sysz fm PRPQ5799-HGB/HLA Trade Up Lic + SW S&S D0IXDLL
IBM Insurance Process Models Enterprise Edition Insurance Proc & Srvc Mod EE Per Resource Value Unit Trade Up Lic + SW S&S D080TLL
IBM Insurance Service Models Enterprise Edition Insurance Proc & Srvc Mod EE Per Resource Value Unit Trade Up Lic + SW S&S D080SLL

IBM Insurance Process and Service Models

Precursor product Trade-up product Trade-up part number
IBM Insurance Process & Service Models Project Edition    
PRPQ 5799-HGB/HLA Ins Proc&Srvc Mod PE Per RVU fm PRPQ 5799-HGB/HLA Trade Up Lic + SW S&S D0IXALL
IBM Insurance Process Models Project Edition Insurance Proc & Srvc Mod PE Per Resource Value Unit Trade Up Lic + SW S&S D080MLL
IBM Insurance Service Models Project Edition Insurance Proc & Srvc Mod PE Per Resource Value Unit Trade Up Lic + SW S&S D080LLL

IBM Insurance Industry Models

Precursor product Trade-up product Trade-up part number
IBM Insurance Industry Models Enterprise Edition    
IBM Insurance Information Warehouse Enterprise Edition Ins Ind Mdls Ent Ed IIW Per RVU Trade Up Lic + SW S&S 12 Mo D0HBALL
IBM Insurance Process & Service Models Enterprise Edition Ins Ind Mdls Ent Ed IPS Per RVU Trade Up Lic + SW S&S 12 Mo D0HBBLL

IBM Insurance Industry Models

Precursor product Trade-up product Trade-up part number
IBM Insurance Industry Models Project Edition    
IBM Insurance Information Warehouse Project Edition Ins Ind Mdls Pro Ed IIW Per RVU Trade Up Lic + SW S&S 12 Mo D0HB8LL
IBM Insurance Process & Service Models Project Edition Ins Ind Mdls Pro Ed IPS Per RVU Trade Up Lic + SW S&S 12 Mo D0HB9LL

Trade-up licenses for cross-platform products

IBM Banking and Financial Markets Data Warehouse

Precursor product Trade-up product Part number
IBM Banking and Financial Markets Data Warehouse Enterprise Edition    
Banking Data Whs Full Entp pRVU Bkg & Fin Mkt Data Whs EE RVU Sys z fm BDW Full EE Trade Up Lic + SW S& D0J59LL
BK Financial Mkt Data Whs St Entp pRVU Bkg & Fin Mkt Data Whs EE RVU Sys z fm BFMDWS EE Trade Up Lic + SW S& D0J58LL
Financial Markets Data Whs Full Entp pRVU Bkg & Fin Mkt Data Whs EE RVU Sys z fm FMDW Full EE Trade Up Lic + SW S& D0J57LL
IS BGPack for Fin EE pRVU Bkg & Fin Mkt Data Whs EE RVU Sys z fm ISBGPack Fin EE Trade Up Lic + SW S& D0J5ALL

IBM Banking and Financial Markets Data Warehouse

Precursor product Trade-up product Part number
IBM Banking and Financial Markets Data Warehouse Project Edition    
Banking Data Whs Full Proj Ed pRV Bkg & Fin Mkt Data Whs PE RVU Sys z fm BDW Full PE Trade Up Lic + SW S&S 1 D0J5FLL
Bk Financial Mkt Data Whs St Proj Ed pRVU Bkg & Fin Mkt Data Whs PE RVU Sys z fm BFMDWS PE Trade Up Lic + SW S&S 1 D0J5ELL
Bk Financial Mkt Data Whs St Proj Ed pRVU Bkg & Fin Mkt Data Whs PE RVU Sys z fm FMDW Full PETrade Up Lic + SW S&S 1 D0J5DLL
IBM Banking and Financial Markets Data Warehouse

IBM Banking Process and Service Models

Precursor product Trade-up product Part number
IBM Banking Process Service & Financial Services Data Model Enterprise Ed    
IBM Banking Process & Services Models Enterprise Edition Banking Proc Srvc & FSDM EE Per Resource VU for System z Trade Up Lic + SW D0J5RLL
Banking Process Models Enterprise Edition per RVU Bkg Proc Serv & Fin Serv Data Mdl EE RVU Sys z fm Bkg Pro Trade Up Lic + SW D0J52LL
Banking Services Models Enterprise Edition per RVU Bkg Proc Serv & Fin Serv Data Mdl EE RVU Sys z fm Bkg Ser Trade Up Lic + SW D0J53LL

IBM Banking Process and Service Models

Precursor product Trade-up product Part number
IBM Banking Process Service & Financial Services Data Model Project Edition    
Banking Process Models Project Edition per RVU Bkg Proc Serv & Fin Serv Data Mdl PE RVU Sys z fm Bkg Pro Trade Up Lic + SW D0J54LL
Banking Services Models Project Edition per RVU Bkg Proc Serv & Fin Serv Data Mdl PE RVU Sys z fm Bkg Ser Trade Up Lic + SW D0J55LL

IBM Banking and Financial Markets Industry Models

Precursor product Trade-up product Part number
IBM Banking & Financial Markets Industry Models Enterprise Edition    
Banking Data Warehouse Enterprise Edition Banking & FM Industry Models Ent Ed Sys z fm BDW EE Trade Up Lic + SW S&S D0IUILL
Banking Financial Markets Data Warehouse Enterprise Edition Banking & FM Industry Models Ent Ed Sys z fm BFMDW EE Trade Up Lic + SW S&S D0IUFLL
Banking Industry Models Enterprise Edition Banking & FM Industry Models Ent Ed Sys z fm BIM EE Trade Up Lic + SW S&S D0IUHLL
Banking Process Service Enterprise Edition Banking & FM Industry Models Ent Ed Sys z fm BPS EE Trade Up Lic + SW S&S D0IUJLL

IBM Banking and Financial Markets Industry Models

Precursor product Trade-up product Part number
IBM Banking & Financial Markets Industry Models Project Edition    
Banking Financial Markets Data Warehouse Project Edition Banking & FM Industry Models Pro Ed Sys z fm BFMDW PE Trade Up Lic + SW S&S D0IUKLL
Banking Process Service Project Edition Banking & FM Industry Models Pro Ed Sys z fm BPS PE Trade Up Lic + SW S&S D0IUPLL
Banking Data Warehouse Project Edition Banking & FM Industry Models Proj Ed Sys z fm BDW PE Trade Up Lic + SW S&S D0IUNLL
Banking Industry Models Project Edition Banking & FM Industry Models Proj Ed Sys z fm BIM PE Trade Up Lic + SW S&S D0IUMLL

IBM Insurance Information Warehouse

Precursor product Trade-up product Part number
IBM Insurance Information Warehouse Enterprise Edition    
PRPQ 5799 -HBJ/HLD IBM Ins Info Whs Ent Ed RVU Sysz fm PRPQ5799-HBJ/HLD Trade Up Lic + SW D0IXGLL
IS BGPack for Ins EE pRVU Ins Info Whs EE RVU System z from IS BGPack for Ins EE Trade Up Lic + SW D0J5GLL

IBM Insurance Information Warehouse

Precursor product Trade-up product Part number
IBM Insurance Information Warehouse Project Edition    
PRPQ 5799 HBJ/HLD IBM Insurance Info Whs PE Sysz RVU fm PRPQ 5799 HBJ/HLD Trade Up Lic + SW D0IUDLL

IBM Insurance Process and Service Models

Precursor product Trade-up product Part number
IBM Insurance Process & Service Models Enterprise Edition    
PRPQ 5799 -HGB/HLA IBM Ins Pro&Ser Mdl Ent Ed RVU Sys z fm PRPQ5799-HGB/HLA Trade Up Lic + S D0IXELL
IBM Insurance Process Models Enterprise Edition IBM Insurance Process&Service Models Ent Ed Sys z fm IPMEE Trade Up Lic + S D0IV4LL
IBM Insurance Service Models Enterprise Edition IBM Insurance Process&Service Models Ent Ed Sys z fm ISMEE Trade Up Lic + S D0IV5LL

IBM Insurance Process and Service Models

Precursor product Trade-up product Part number
IBM Insurance Process & Service Models Project Edition    
IBM Insurance Process Models Project Edition IBM Insurance Process&Service Models Pro Ed Sysz fm IPM PE Trade Up Lic + S D0IV8LL
IBM Insurance Service Models Project Edition IBM Insurance Process&Service Models Pro Ed Sysz fm ISM PE Trade Up Lic + S D0IV9LL
PRPQ 5799-HGB/HLA Ins Proc&Srvc Mod PE Per RVU Sysz fm PRPQ 5799-HGB/HLA Trade Up Lic + S D0IXCLL

IBM Insurance Industry Models

Precursor product Trade-up product Part number
IBM Insurance Industry Models Enterprise Edition    
Insurance Process & Service Models Enterp Ed pRVU Ins Indu Mdl EE RVU Sys z fm Ins Pro & Ser Mdl EE Trade Up Lic + SW S&S 1 D0J5ILL
Insurance Information Warehouse Enterprise Ed pRVU Ins Industry Mdl EE RVU Sys z fm Ins Info Whs EE Trade Up Lic + SW S&S 1 D0J5HLL

IBM Insurance Industry Models

Precursor product Trade-up product Part number
IBM Insurance Industry Models Project Edition    
Insurance Process & Service Models Project Ed pRVU Ins Indu Mdl PE RVU Sysz fm Ins Pro & Ser Mdl PE Trade Up Lic + SW S&S 1 D0J5LLL
Insurance Information Warehouse Project Ed pRVU Ins Industry Mdl PE RVU Sys z fm Ins Info Whs PE Trade Up Lic + SW S&S 1 D0J5KLL

You must have current active Software Subscription and Support in place for all of the licenses that will be given up by the use of the trade-up parts. Organizations with lapsed support need to reinstate their S&S contracts to be eligible for trade ups.

Consult your IBM representative if you have any questions.


Passport Advantage customer: Media pack entitlement details

Customers with active maintenance or subscription for the products listed are entitled to receive the corresponding media pack.

Media packs description Part number
IBM Banking and Financial Markets Data Warehouse V8.8 Win English Media Pk B704WEN
IBM Infosphere Business Glossary Financial Services V8.8 Win Eng MP B704XEN
IBM Banking & Financial Markets Industry Models V8.8 Win English Media Pk B704YEN
Banking Process Service and Financial Srvs Data Model V8.8 Win En Media Pk B704ZEN
IBM Insurance Industry Models V8.8 Win En Media Pk B7050EN
IBM Insurance Information Warehouse V8.8 Win En Media Pk B7051EN
IBM Infosphere Business Glossary for Insurance V8.8 Win En Media Pk B7052EN
IBM Insurance Process and Service Models V8.8 Win English Media Pk B7053EN

Charge metric

Program name PID number Charge unit description
IBM Banking and Financial Markets Data Warehouse Enterprise Edition 5724-X87 Per Resource Value Unit for System z®
IBM Banking and Financial Markets Data Warehouse Enterprise Edition 5724-X87 Per Resource Value Unit
IBM Banking and Financial Markets Data Warehouse Project Edition 5724-X87 Per Resource Value Unit for System z
IBM Banking and Financial Markets Data Warehouse Project Edition 5724-X87 Per Resource Value Unit
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition 5724-X87 Per Resource Value Unit for System z
InfoSphere Business Glossary Pack for Financial Services Enterprise Edition 5724-X87 Per Resource Value Unit
IBM Banking Process & Service Models Enterprise Edition 5724-V40 Per Resource Value Unit
IBM Banking Process & Service Models Enterprise Edition 5724-V40 Per Resource Value Unit for System z
IBM Banking Process & Service Models Project Edition 5724-V40 Per Resource Value Unit
IBM Banking Process & Service Models Project Edition 5724-V40 Per Resource Value Unit for System z
IBM Banking & Financial Markets Industry Models Enterprise Edition 5725-C82 Per Resource Value Unit for System z
IBM Banking & Financial Markets Industry Models Enterprise Edition 5725-C82 Per Resource Value Unit
IBM Banking & Financial Markets Industry Models Project Edition 5725-C82 Per Resource Value Unit
IBM Banking & Financial Markets Industry Models Project Edition 5725-C82 Per Resource Value Unit for System z
IBM Insurance Information Warehouse Enterprise Edition 5724-V43 Per Resource Value Unit for System z
IBM Insurance Information Warehouse Enterprise Edition 5724-V43 Per Resource Value Unit
IBM Insurance Information Warehouse Project Edition 5724-V43 Per Resource Value Unit
IBM Insurance Information Warehouse Project Edition 5724-V43 Per Resource Value Unit for System z
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition 5724-V43 Per Resource Value Unit for System z
IBM InfoSphere Business Glossary Pack for Insurance Enterprise Edition 5724-V43 Per Resource Value Unit
IBM Insurance Process & Service Models Enterprise Edition 5724-V44 Per Resource Value Unit for System z
IBM Insurance Process & Service Models Enterprise Edition 5724-V44 Per Resource Value Unit
IBM Insurance Process & Service Models Project Edition 5724-V44 Per Resource Value Unit
IBM Insurance Process & Service Models Project Edition 5724-V44 Per Resource Value Unit for System z
IBM Insurance Industry Models Enterprise Edition 5725-C30 Per Resource Value Unit for System z
IBM Insurance Industry Models Enterprise Edition 5725-C30 Per Resource Value Unit
IBM Insurance Industry Models Project Edition 5725-C30 Per Resource Value Unit
IBM Insurance Industry Models Project Edition 5725-C30 Per Resource Value Unit for System z

Insurance: General Charge Terms Resource Value Unit Conversion Table

The Resource for the purpose of RVU calculation is Five Hundred Million US Dollar Premium Income. Premium Income is the total insurance premium income earned in millions of US Dollars, as reported in Licensee's last annual report.

Resource Value Unit Conversion Table

From 1 to 1 Resources, 100 RVUs per Resource

From 2 to 2 Resources, 100 RVUs plus 65 RVUs per Resource above 1

From 3 to 4 Resources, 165 RVUs plus 37 RVUs per Resource above 2

From 5 to 6 Resources, 239 RVUs plus 23 RVUs per Resource above 4

From 7 to 8 Resources, 285 RVUs plus 15 RVUs per Resource above 6

From 9 to 12 Resources, 315 RVUs plus 11 RVUs per Resource above 8

From 13 to 16 Resources, 359 RVUs plus 8 RVUs per Resource above 12

From 17 to 22 Resources, 391 RVUs plus 6 RVUs per Resource above 16

From 23 to 30 Resources, 427 RVUs plus 5 RVUs per Resource above 22

For more than 30 Resources, 467 RVUs plus 4 RVUs per Resource above 30

Banking: General Charge Terms

The Resource for the purpose of RVU calculation is Billion (10 to the 9th power) US Dollar Capital Asset Value (CAV). CAV is the total capital and other asset value of the Licensee, as usually appears on the balance sheet in Licensee's last annual report.

Resource Value Unit Conversion Table

From 5 to 5 Resources, 24 RVUs per Resource

From 6 to 10 Resources, 120 RVUs plus 14.8 RVUs per Resource above 5

From 11 to 30 Resources, 194 RVUs plus 8.4 RVUs per Resource above 10

From 31 to 50 Resources, 362 RVUs plus 4.76 RVUs per Resource above 30

From 51 to 100 Resources, 457.2 RVUs plus 3.2 RVUs per Resource above 50

From 101 to 150 Resources, 617.2 RVUs plus 2.2 RVUs per Resource above 100

From 151 to 250 Resources, 727.2 RVUs plus 1.6 RVUs per Resource above 150

From 251 to 375 Resources, 887.2 RVUs plus 1.2 RVUs per Resource above 250

From 376 to 500 Resources, 1037.2 RVUs plus 1.0 RVUs per Resource above 375

For more than 500 Resources, 1162.2 RVUs plus 0.8 RVUs per Resource above 500


Resource Value Unit (RVU)

RVU is a unit of measure by which the program can be licensed. RVU Proofs of Entitlement (PoEs) are based on the number of units of a specific resource used or managed by the program. Licensee must obtain sufficient entitlements for the number of RVUs required for licensee's environment for the specific resources as specified in the program specific table. RVU entitlements are specific to the program and the type of resource and may not be exchanged, interchanged, or aggregated with RVU entitlements of another program or resource. Refer to the program specific RVU table.

Notes:

  • Some programs may require licenses for the resources available to and the resources being managed by the program. In that case, the following applies. In addition to the entitlements required for the resources used by the program directly, licensee must obtain entitlements for this program sufficient to cover the resources managed by the program.
  • Some programs may be licensed on a managed basis only. In that case, the following applies. Instead of the entitlements required for the resources used by the program directly, licensee must obtain entitlements for this program sufficient to cover the resources managed by the program.



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Top rule
Terms and conditions
Bottom rule

The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.

Terms and conditions for distributed products

This product is only available via Passport Advantage. It is not available as shrinkwrap.

Licensing

IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use. Part number products only, offered outside of Passport Advantage, where applicable, are license only and do not include Software Maintenance.

This software license includes Software Subscription and Support (also referred to as Software Maintenance).

Agreement for Acquisition of Software Maintenance

The following agreement applies for Software Subscription and Support (Software Maintenance) and does not require customer signatures:

  • IBM Agreement for Acquisition of Software Maintenance (Z125-6011)

These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. IBM includes one year of Software Subscription and Support with the initial license acquisition of each program acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.

License Information numbers

Program name Program number Form number
IBM Banking and Financial Markets Data Warehouse V8.8 5724-X87 L-MTEN-9TVFH4
IBM Banking Process and Service Models V8.8 5724-V40 L-MTEN-9TVFV6
IBM Insurance Information Warehouse V8.8 5724-V43 L-MTEN-9TVJ5L
IBM Insurance Process and Service Models V8.8 5724-V44 L-MTEN-9TVJ8Q

See the License Information documents page on the IBM Software License Agreement website for more information.

Limited warranty applies

Yes

Limited warranty

IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.

IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For additional details, go to the IBM Support Handbooks page.

IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).

Program technical support

Technical support of a program product will be available for a minimum of five years from the general availability date, as long as your Software Subscription and Support (also referred to as Software Maintenance) is in effect. This technical support allows you to obtain assistance (by telephone or electronic means) from IBM for product-specific, task-oriented questions regarding the installation and operation of the program product. Software Subscription and Support also provides you with access to updates, releases, and versions of the program. You will be notified, through an announcement letter, of discontinuance of support with 12 months' notice. If you require additional technical support from IBM, including an extension of support beyond the discontinuance date, contact your IBM representative or IBM Business Partner. This extension may be available for a fee.

Volume orders (IVO)

No

Passport Advantage applies

Yes, and through the Passport Advantage and Passport Advantage Express website.

Usage restriction

No

See the License Information documents page on the IBM Software License Agreement website for more information.

Software Subscription and Support applies

Yes. Software Subscription and Support (also referred to as Software Maintenance) is included with licenses purchased through Passport Advantage and Passport Advantage Express. Product upgrades and Technical Support are provided by the Software Subscription and Support offering as described in the Agreements. Product upgrades provide the latest versions and releases to entitled software and Technical Support provides voice and electronic access to IBM support organizations, worldwide.

IBM includes one year of Software Subscription and Support with each program license acquired. The initial period of Software Subscription and Support can be extended by the purchase of a renewal option, if available.

While your Software Subscription and Support is in effect, IBM provides you assistance for your routine, short duration installation and usage (how-to) questions, and code-related questions. IBM provides assistance by telephone and, if available, electronic access, only to your information systems (IS) technical support personnel during the normal business hours (published prime shift hours) of your IBM support center. (This assistance is not available to your end users.) IBM provides Severity 1 assistance 24 hours a day, 7 days a week. For additional details, go to the IBM Support Handbooks page.

Software Subscription and Support does not include assistance for the design and development of applications, your use of programs in other than their specified operating environment, or failures caused by products for which IBM is not responsible under the applicable agreements.

For additional information about the International Passport Advantage Agreement and the IBM International Passport Advantage Express Agreement, go to the Passport Advantage and Passport Advantage Express website.

For more information about the Passport Advantage Agreement, go to the Passport Advantage and Passport Advantage Express website.

Variable charges apply

No

Educational allowance available

Not applicable.



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Top rule
Statement of good security practices
Bottom rule

IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a lawful, comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective.

Important: IBM does not warrant that any systems, products, or services are immune from, or will make your enterprise immune from, the malicious or illegal conduct of any party.



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Top rule
IBM Electronic Services
Bottom rule

Electronic Service Agent™ and the IBM Electronic Support web portal are dedicated to providing fast, exceptional support to organizations that have IBM Systems. The IBM Electronic Service Agent tool is a no-additional-charge tool that proactively monitors and reports hardware events, such as system errors, performance issues, and inventory. The Electronic Service Agent tool can help you stay focused on your company's strategic business initiatives, save time, and spend less effort managing day-to-day IT maintenance issues. Servers enabled with this tool can be monitored remotely around the clock by IBM Support, all at no additional cost to you.

Now integrated into the base operating system of AIX® V5.3, AIX V6.1, and AIX V7.1, Electronic Service Agent is designed to automatically and electronically report system failures and utilization issues to IBM, which can result in faster problem resolution and increased availability. System configuration and inventory information collected by the Electronic Service Agent tool also can be viewed on the secure Electronic Support web portal, and used to improve problem determination and resolution by you and the IBM support team. To access the tool main menu, simply type smitty esa_main, and select Configure Electronic Service Agent. In addition, ESA now includes a powerful web user interface, giving the administrator easy access to status, tool settings, problem information, and filters. For more information and documentation on how to configure and use Electronic Service Agent, go to the Support Portal website.

The IBM Electronic Support portal is a single Internet entry point that replaces the multiple entry points traditionally used to access IBM Internet services and support. This portal enables you to gain easier access to IBM resources for assistance in resolving technical problems. The My Systems and Premium Search functions make it even easier for organizations that are Electronic Service Agent tool-enabled to track system inventory and find pertinent fixes.

Benefits

Increased uptime: The Electronic Service Agent™ tool is designed to enhance the Warranty or Maintenance Agreement by providing faster hardware error reporting and uploading system information to IBM Support. This can translate to less wasted time monitoring the symptoms, diagnosing the error, and manually calling IBM Support to open a problem record. Its 24 x 7 monitoring and reporting mean human intervention is not required to report errors.

Security: The Electronic Service Agent tool is designed to be secure in monitoring, reporting, and storing the data at IBM. The Electronic Service Agent tool is designed to securely transmit either through the Internet (HTTPS or VPN) or modem to provide organizations a single point of exit from their site. Communication is one way. Activating Electronic Service Agent does not enable IBM to call into an organization's system.

For additional information, go to the http://www.ibm.com/support/esa website.

More accurate reporting: Because system information and error logs are automatically uploaded to the IBM Support Center in conjunction with the service request, you are not required to find and send system information, decreasing the risk of misreported or misdiagnosed errors. Once inside IBM, problem error data is run through a data knowledge management system and knowledge articles are appended to the problem record.

Customized support: Using the IBM ID entered during activation, you can view system and support information in the My Systems and Premium Search sections of the Support Portal page.

My Systems provides valuable reports of installed hardware and software using information collected from the systems by Electronic Service Agent. Reports are available for any system associated with your IBM ID. Premium Search combines the function of search and the value of Electronic Service Agent information, providing advanced search of the technical support knowledgebase. Using Premium Search and the Electronic Service Agent information that has been collected from your system, you are able to see search results that apply specifically to your systems.

For more information on how to utilize the power of IBM Electronic Services, contact your IBM Systems Services Representative, or go to the IBM Electronic Support website.



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Top rule
Prices
Bottom rule

For additional information and current prices, contact your local IBM representative.


Passport Advantage

For Passport Advantage information and charges, contact your IBM representative. Additional information is also available on the Passport Advantage and Passport Advantage Express website.



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Top rule
Order now
Bottom rule

To order, contact your Americas Call Centers or local IBM representative. To identify your local IBM representative, call 800-IBM-4YOU (426-4968). For more information, contact the Americas Call Centers.

Phone: 800-IBM-CALL (426-2255)

Fax: 800-2IBM-FAX (242-6329)

For IBM representative: callserv@ca.ibm.com

Mail:
IBM Teleweb Customer Support
ibm.com® Sales Execution Center, Americas North
3500 Steeles Ave. East, Tower 3/4
Markham, Ontario
Canada L3R 2Z1
Reference:
YE001

The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products.


Note: Shipments will begin after the planned availability date.
Trademarks

Electronic Service Agent is a trademark of IBM Corporation in the United States, other countries, or both.

IBM, InfoSphere, Rational, DB2, BLU Acceleration, BigInsights, IBM PureData, PureData, WebSphere, Passport Advantage, Express, Cognos, Global Business Services, System z, AIX and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft and Windows are trademarks of Microsoft Corporation in the United States, other countries, or both.

Other company, product, and service names may be trademarks or service marks of others.

Terms of use

IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at

Terms of use

For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page

http://www.ibm.com/planetwide/us/