Client Success Story: Catholic Health Care Initiative.

As an illustration of how Loreto works with its clients, the following is a brief overview of our work with one client, Catholic Health Care Initiative (CHI):

With more than 120 health-care facilities across the United States – most of which vary in size, in type of database, and in the manner in which they categorize payroll and pension information – CHI at one point presented a classic case of a large organization facing the challenges of disparate databases with the potential for systemic error. After a historical data cleansing, CHI and its pension-plan administrator, Hewitt Associates, turned to Loreto to integrate and cleanse the regular flow of information from the constituent facilities to Hewitt.

Once a month, Loreto receives payroll data from all 120 CHI facilities. Loreto's analysts convert and consolidate the files (which often are received in different formats), and do an integrity check, comparing the data with the previous month's payroll files already in Loreto’s possession to determine what changes have occurred. Where we encounter problems or inconsistencies, we query them, consolidate the data and cleanse it.

The data-cleansing process is continuous – it begins at the moment we receive the data files, and doesn’t conclude each month until the moment when we transmit valid and logical data for all CHI employees and retirees to Hewitt.

The data delivery occurs in three parts – to Hewitt’s offices in Chicago for CHI's data, to a Hewitt branch in Toronto for the data from the CHI subsidiary Catholic Health East, and to another outsourcer for a new learning management system that tracks changes in jobs, job codes, titles, demographics and other information.

Loreto's experienced pension-data analysts have worked on behalf of many different pension plans with varying structures and requirements.