Download - IBM MDM 10.1 What's New - Aomar Bariz
© 2012 IBM Corporation
Information Management
InfoSphere Master Data Management v10.1 What’s New Aomar Bariz IBM InfoSphere Client Technical Professional [email protected] Mobile : +33 6 73 48 40 72
InfoSphere User Group France – 28 Novembre 2012
© 2012 IBM Corporation
Information Management
Agenda
Overview v10.1
MDM Collaborative Edition 10.1
Reference Data Management (RDM) 10.1
Master Data Governance 10.1
Q&A
2
© 2012 IBM Corporation
Information Management
Overview IBM InfoSphere MDM v10.1
IBM InfoSphere MDM
Enterprise Edition
Solution MDM globale pour adresser tous les domaines, usages et styles de MDM
IBM InfoSphere MDM
Advanced Edition Fonctionnalités avancées vous permettant de
concevoir un MDM multi-style opérationnel pour
gérer vos données maitres (Client, Contrat,
Produit, …)
IBM InfoSphere MDM
Standard Edition Fonctionnalités de base pour gérer
virtuellement vos référentiels de données
à rapprocher entre les applications
existantes (Clefs, systèmes, attributs …)
Composants
partagés
IBM InfoSphere MDM
Collaborative Edition
Fonctionnalités
pour gérer des
processus
Collaboratifs de
création de vos
informations de
références
(Hiérarchies,
organisations,
tables de référence
…)
© 2012 IBM Corporation
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MDM Collaborative Edition v10.1 What’s New
Advanced Business Rules through
Operational Decision Manager (ODM) (formerly iLog)
Advanced Catalog Management (ACM) for
WebSphere Commerce
UI simplification & other enhancements
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Advanced Business Rules through ODM (iLog)
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Advanced Business Rules with InfoSphere MDM & IBM ODM
A single interface to manage products with advanced business rules
Administration
Monitoring Enforcement
InfoSphere MDM ODM ODM
InfoSphere MDM
InfoSphere MDM
Define and
associate business
rules to base
products
Manage alerts,
notifications, and
reviews through
MDM workfow and
ODM ruleflow
Publish
product/rule
combinations for
execution
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Information Management
ODM & MDM CE – A single interface for Rule Authoring with MDM
Rule Designer ODM
Console
ODM
Decision
Center Lifecycle
Management
New MDM Collaborative Edition
screens to author, edit rules
ODM
Decision
Server
Enterprise
Processes
(BPM)
Applications
Eligibility Pricing
New
Integration
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Information Management
Banks are struggling to manage complex product bundles and offers
Operations creates and maintains the core products and sets base pricing
Marketing then combines them together to improve sales to specific markets, revising pricing and rules
Product: College Special Bundle
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 700
Age <= 25
Product: Basic Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $10/Month
Checks: $0.10/check
Overdrafts: $25/Day
Product: Free Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Average Balance > $1000
Pricing:
Maintenance: $0/Month
Checks: $0.0/check
Overdrafts: $25/Day
Operations
Product: Basic VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $50/Year
Interest Rate: 18% / Year
Product: Platinum VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 700
Pricing:
Maintenance: $100/Year
Interest Rate: 14% / Year
Points: Yes
Product: College Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Average Balance > $1000
Pricing:
Maintenance: $0/Month
Checks: $0.0/check
Overdrafts: $15/Day
Product: College Platinum VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 700
Pricing:
Maintenance: $50/Year
Interest Rate: 14% / Year
Points: Yes
Marketing
© 2012 IBM Corporation
Information Management
Each variation of a product must be managed as a separate product
Following the previous example
Adding the new rule for Age less then 25 needs to be done twice
Changing the new minimum age for 18 to 16 needs to be done in 6 places
There is no system to verify that neither the checking account nor credit card has been changed
There is no system to increase the maintenance charge on the credit card if the required average balances aren’t maintained
Each different rate on a 90 day Term Deposit ends can result in the creation of a different product
Product: Basic Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $10/Month
Checks: $0.10/check
Overdrafts: $25/Day
Product: Free Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Average Balance > $1000
Pricing:
Maintenance: $0/Month
Checks: $0.0/check
Overdrafts: $25/Day
Core Banking System
Product: Basic VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $50/Year
Interest Rate: 18% / Year
Product: Platinum VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 700
Pricing:
Maintenance: $100/Year
Interest Rate: 14% / Year
Points: Yes
Product: College Checking
T&C’s:
Compliance: 25 ,+Age => 18
Eligibility: Credit Score > 700
Average Balance > $1000
Pricing:
Maintenance: $0/Month
Checks: $0.0/check
Overdrafts: $15/Day
Product: College Platinum VISA
T&C’s:
Compliance: 18 ,= Age <= 25
Eligibility: Credit Score > 700
Pricing:
Maintenance: $50/Year
Interest Rate: 14% / Year
Points: Yes
Cards System
Banks report anywhere from 15,000 to 100,000 products
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MDMCE and ODM help simplify management of complex offerings
Variants and relationships are used to reduce the number of products managed.
Administration, Monitoring, and Enforcement of business rules prevents components from being closed
independently and makes it easy to present the correct offer to consumers under the right conditions.
Product: College Special Bundle
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 700
Age <= 25
Product: Basic Checking
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $10/Month
Checks: $0.10/check
Overdrafts: $25/Day
Product: Free Checking Variant
T&C’s:
Eligibility: Average Balance >$1,000
Pricing:
Maintenance: $0/Month
Checks: $0.0/check
Operations
Product: Basic VISA
T&C’s:
Compliance: Age => 18
Eligibility: Credit Score > 500
Pricing:
Maintenance: $50/Year
Interest Rate: 18% / Year
Product: Platinum VISA Variant
T&C’s:
Eligibility: Credit Score > 700
Pricing:
Maintenance: $100/Year
Interest Rate: 14% / Year
Points: Yes
Product: Free Checking Variant
Pricing:
Overdrafts: $15/Day
Product: Platinum VISA Variant
Pricing:
Maintenance: $50/Year
Marketing
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New “Manage Decisions” tab for Rules
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New UIs for rule authoring with preview pane
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Rules editing is governed through MDM CE Workflows
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Add rules using pre-defined ODM templates
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MDM CE v10.1 – UI and Usability Enhancements
• In-line editing with full support for tabbing
• Attribute drop-downs enabled by default
• Dynamic layout of buttons (hide disabled buttons)
• Simplified menu bar for reduced clicks
• Multi-edit look and feel enhancements
• Improved highlighting
• More excel-like
• Column widths based on attribute type
• Support for “OR” and “Between” search
• Single-edit pop up navigation
• Display attribute support for links (instead of primary key)
• Left nav tree retained after refresh
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Advanced Business Rules through IBM ODM
Benefits
• Manage complex offerings
and tailor to specific clients
• Reduce the total number of
products managed
• Increase the total number of
offers managed
• Avoid using multiple
systems
• React quickly to changing
requirements and
conditions
• Customize the solution
based on need
Features
• Manage products and
advanced business rules
from a single interface
• Create new rules, edit
existing rules, or work with
shared rules
• Associate business rules with
products, services, bundles,
kits, etc
• User friendly UIs for rules
management
• Extendable solution
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Advanced Catalog Management for WebSphere Commerce
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Improve eCommerce Operations with MDM
Delivers a seamless,
cross-channel shopping
experience
WebSphere
Commerce
Advanced
Catalog
Management via InfoSphere
MDM
Sophisticated capabilities to manage
products and catalogs for e-commerce
Out-of-the-box data model, business
process workflows, and integration
framework tailored for WebSphere
Commerce
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Information Management
The Opportunity for Progress is Clear
Internet is now over
1 billion people strong
Nowadays, 1/3 of
the world’s
population is on
the Web
There are currently
nearly 4 billion
mobile
subscribers WW
77% of online
shoppers use
peer reviews &
ratings when
making purchases
More than half of
U.S. households
regularly shop online
30 billion RFID tags will
be embedded
into our daily life
43% of Americans say they would
use mobile phones to make purchases IBM Confidential
© 2012 IBM Corporation
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Advanced Catalog Management for WebSphere Commerce
Benefits
• Faster time to market
• Easily adapt to
new/changing product and
catalog mixes
• Streamline business
processes
• Improve data quality and
accuracy
• Reduce order disputes and
improve customer
satisfaction
• Control product content
• Reduced costs
Features
• OOTB data model,
workflows, and integration for
Websphere Commerce
• True workflow orchestration
and enforcement of business
processes
• Field-level security based on
user role to reduce errors
and speed up processes
• More powerful control over
attribute validations/rules
with less need for IT support
• More flexibility to deal with
large volumes of data coming
from multiple sources
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Reference Data Management (RDM)
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24 24
Siloed Reference Data
RDM & MDM
Enterprise Standard
• No clear ownership
• Managed in multiple places
resulting in duplication and errors
• Lack of standard audit/change
process
• Role-based, centralized audit,
security, and stewardship
• Versioning, mapping and lifecycle
management
• Reduced risk, decreased costs,
improved reporting, greater
agility
MDM Strategy: Managing Reference Data
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25
InfoSphere MDM RDM Hub Key Features and Benefits
25
Features
Designed to be configurable and ready-to-use out of the box
Centralized audit, security, and stewardship
UI designed for Business users to manage reference data
Versioning and lifecycle management
Role-based UIs for review, approval, and publishing of changes
Reference data defined and managed as an enterprise standard
Benefits
Reduced risk
Reduced IT costs
– Easier data and application integration
Improved BI reporting
Greater agility
– Implement changes more quickly
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Master Data Governance
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Master Data Governance
Master Data Policy Management
– Policy Administration
– Policy Monitoring
– Policy Enforcement
© 2010 IBM Corporation
Information Management
IBM’s Master Data Governance Approach Common challenge with MDM implementations: Insufficient governance, lack
of clear understanding how to establish and execute governance on MDM
implementations
IBM’s solution: InfoSphere Master Data Policy Management
Includes Master Data Policy Administration, Monitoring (MDPM), and Enforcement
MDPM productized based on work with SaskTel
Established a Master Data Governance Organization
Were looking to established best practices and tools to monitor quality and
consistency of master data
Needed to monitor golden record completeness, uniqueness and accuracy
Apply probabilistic matching to master data quality characteristics – competitive
differentiator, no other vendor offers this!
MDPM monitors metrics and KPIs via reports and data quality policy targets set by data
governance; allows custom alerts (Cognos)
MDPM enhanced with BPM data stewardship samples provides end-to-end data
stewardship process driven by data governance KPIs
Included in Standard Edition, can be used in Advanced and Enterprise Editions
Internal Only
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29
Competitive Edge: Probabilistic Approach to Master Data Quality
You heard it right! Not just probabilistic approach to matching that has been proven
over the last decade and used by many MDM hub vendors now
We are beginning to use probabilistic approach for a broader set of data quality
characteristics on MDM projects and this is unique IBM capability on the market
Completeness: How complete is the golden record for the purpose of match?
Uniqueness: How unique is really the golden record? How “golden” is it?
Accuracy: How accurate is the source data compared to the golden record?
Accuracy Compared
to Golden Record Uniqueness (ROC Curve)
Completeness for Match
Master Data Policy
Monitoring (MDPM)
© 2010 IBM Corporation
Information Management
Self-score
Completeness is
Low
Self-score
Completeness is
High
Visualization of Master Data Completeness D
esire
d e
volu
tion
of d
ata
co
mp
lete
ne
ss
Policy Expression:
Score > AL + Delta
(3 < Delta < 5)
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Policy Monitoring and Policy Enforcement are Coming Together
31
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32
Ensuring Master Data delivers value to the organization
Master Data
Governance
Master Data Quality
and Policies
Critical Data
Change Mgmt
Data Relationship /
Hierarchy
processes
MDM provides consistency to improve process integrity, making processes
smarter, more effective and productive
Without Master Data Governance, users lose confidence that the data
complies with their usage requirements and lose trust in master data
Master Data
Creation
On-boarding
Customer, Vendor,
Supplier, Patient
New Product
Introduction
Reference Data
Management
Master Data
Consumption
MDM Application
Toolkit for BPM
UI Widgets
Services
Present Policy
Compliance Levels
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Policy Enforcement
33
Master Data Policy Monitoring & Enforcement
Policy Monitoring
Administer
Policy as KPI &
Metrics
Administer
Policy as
Business Rules
InfoSphere MDM
InfoSphere MDM
• Monitor master data
• Early issues recognition
• Inform remediation
policies
• Workload distribution &
assignment
• OOTB Remediation
processes and activities
• Integration Toolkit
BPM Express Cognos
© 2010 IBM Corporation
Information Management
Take Aways
Why customers need this functionality?
– Customers obtain data governance capabilities OOTB
– These capabilities enable monitoring of data quality characteristics of master data such as
Completeness, Uniqueness, and source-to-golden record consistency
– BPM data stewardship samples developed in release 10.1 resolve data quality issues
reported and identified in MDPM
– Simplified governance of the quality of master data (in the same way as the probabilistic
algorithm simplified governance for matching)
– Decreased total cost of ownership through more efficient data governance and stewardship
Why is this meaningful from a competitive standpoint?
– Unlike other vendors proposing data quality technologies that mandate data quality
requirements, MDPM offers a configurable, matching algorithm-based data quality solution
OOTB
– MDPM in conjunction with purposely developed BPM samples provides OOTB solution for
many data quality problems OOTB without asking for data quality rules
– With release 10.1 we can sell MDM as a Master Data Governance solution (we sold MIH as
RDM in the past)
– When an RFx requires a matching algorithm, we can claim thought leadership and
innovation in applications of the matching algorithm for a broader range of data quality
characteristics. No other vendor does this.
34
Internal Only
© 2012 IBM Corporation
Information Management
35
IBM InfoSphere Master Data Management V10.1
Summary
New Features and Innovations
• Probabilistic Search – search capabilities for InfoSphere MDM Server technology
• Application Toolkit - create sophisticated master data UIs or embed MDM
capabilities in end user UIs, e.g. in CRM or Call Center applications
• Adaptive Services Interface - support for delimited file and messaging formats
• Track uniqueness and completeness of master data via reports and dashboards
• Measure consistency between data sources and golden record
• Remediate noncompliant data
• Import and export of reference data to and from the enterprise hub
• Versioning and lifecycle management for reference data sets and mappings
• Role-based user interfaces for review, approval, and publishing
• Advanced Rules Management – leverage a single interface for product creation,
rules authoring, and rules association (integration with WODM)
• Advanced Catalog Management - out of the box data model, business process
workflows, and integration components tailored for WebSphere Commerce.
Master Data Governance
Information Consumption
Collaborative Authoring
Reference Data Management
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36
© 2012 IBM Corporation
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37
Thank You
Merci Grazie
Gracias
Obrigado
Danke
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