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Practical Business Intelligence: with SQL Server 2005 by Roger Toren, John C. Hancock

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Business Problem

The customer is a large, progressive credit union with a growing personal and business client base approaching 100,000 members. They offer a full set of services including banking, loans, mortgages, retirement funds, brokerage, and financial planning.

Problem Statement

The customer relationship group in the credit union maintains their customer information in a commercial customer relationship management (CRM) system. They would like to track various pieces of information about their clients over time, but the CRM system maintains only a snapshot of the current status of their clients. Data is uploaded from the CRM system once per month into a data warehouse. The CRM system does not indicate what data has changed, ...

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