Hi:
The Clinical Trials forum is generally for Clinical Trial (drug approval and testing) programming. Usually, the types of programmers who post here work for either Pharmaceutical companies or for consulting companies who do clinical trial data management and reporting as part of the Food and Drug Administration approval process for new drugs.
Since you work for a bank and are NOT involved in Clinical Trial submissions, it is unlikely that the programmers in this forum use the Customer Analytics Solution. So, it is doubtful that you will get many responses to your query.
You may want to take this question off-line by opening a track with Tech Support about these architecture and usage questions. In addition, this paper
http://www2.sas.com/proceedings/sugi29/180-29.pdf discusses the Banking implementation of this solution. In particular, the end of the paper has some references that might help answer your questions.
Also, this site has many white papers relevant to your product suite:
http://www.sas.com/solutions/crm/#section=6
cynthia