| 摘要 |
<p>A structured process for assisting an organization in providing a financial product (such as an insurance program product) includes a series of principal steps, each of which includes one or more substeps. The process includes: a first principal step for identifying a need for a financial product, thereby defining a 'needed product'; a second principal step of identifying a list of one or more potential suppliers for providing the product, including the step of first determining whether the entity can provide the needed product using its own resources, and if not, whether the entity may rely on an external source to provide the needed product; a third principal step of performing due diligence analysis to assess the comparative merit of the suppliers identified in the list, including the step of selecting a supplier to provide the financial product from the list of suppliers; a fourth principal step of determining contractual and financial requirements for the selected provider; a fifth principal step of establishing infrastructure requirements with respect to the launch of the financial product; a sixth principal step of initiating launch of the financial product; and a seventh principal step of monitoring the results of the launch of the financial product. A method is also provided for providing, accessing and using the structured process. The method can be implemented using computer technology by storing the information regarding the structured process in a database and using a computer (or network of computers) to access and utilize the information. The computer may include an output device for presenting information regarding the status of the structured process, including an indication of the level of completion of each principal step.</p> |
