Informatica MDMMaster Your Data. Master Your Business.
Suresh MenonVice President, Product Management –Information Quality Solutions
May 1, 2015
3
• Data not standardized• 4 people across 4 departments have 6 different answers
• Data suffers from duplication• Did they get this service 4 times, or was it entered 4 times?• (No, 2 people went twice to see 2 different devices)
• Hierarchy not universally understood• This supplier is not approved due to parental ownership (China),
but we’ve been sourcing material without traceability for 3 years.
• Data linkage and lineage does not exist • Who is the data steward ? • What is the approval process to fix the data ?
Why do we need Master Data Management?
4
Companies
The Hard Truth is That Data Degrades
• 240 businesses will change addresses
• 150 business telephone numbers will change or be disconnected
• 112 directorship (CEO, CFO, etc.) changes will occur
• 20 corporations will fail
• 12 new businesses will open their doors
• 4 companies will change their name
Source: D&B, US Census Bureau, US Department of Health and Human Services, Administrative Office of the US Courts, Bureau of Labor Statistics, Gartner, A.T Kearney, GMA Invoice Accuracy Study
• 5,769 individuals in the US will change jobs
• 2,748 individuals will change address
• 515 individuals will get married
• 263 individuals will get divorced
• 186 individuals will declare a personal bankruptcy
Individuals
Master data changes at rate of 2% per month.
Products
• On average 20% duplicates in product data
• 90% of new product introductions fail
• Retailers lost 40 billion or 3.5% of total sales lost each year due to item info inefficiencies
• 60% error rate for all invoices generated
• Global Data Sync will realize 30% lower IT costs
In one hour… In one hour… In one year…
Compounded, 2% monthly change is 27% per year, 61% in two years, 104% in three years!!!
The Information ChallengeHow to Synthesize and Govern Data Across Silos and Providers?
5
Application LegacyCloud Computing Unstructured Third Party Data
CITIZENLOCATION PROVIDER ENTITYPATIENTPATIENTCITIZEN LOCATIONPROVIDER ENTITY
DataGovernance
?
Waste, Fraud,and Abuse
Food & Drug Testing & Safety
Education Other MissionsHealthcareManagement
The Information ChallengeHow to Synthesize and Govern Data Across Silos and Providers?
6
Application LegacyCloud Computing Unstructured Third Party Data
CITIZENLOCATION PROVIDER ENTITYPATIENTPATIENTCITIZEN LOCATIONPROVIDER ENTITY
No View ofInteractions
3
No View ofRelation-
ships
2
No SingleView
1
DataGovernance
?
Waste, Fraud,and Abuse
Food & Drug Testing & Safety
Education Other MissionsHealthcareManagement
MDM Improves Critical Business Processes
MDMSTUDENTS
INSTITUTION
PROVIDER
LOCATION
Application LegacyCloud Computing Unstructured Third Party Data
Impact HealthcareOutcomes
Ensure Consumer Protections
Improve &Shape Public
Policy
Detect & StopWaste, Fraud,
& Abuse
InteractAcross
Agencies
Advanced Insight Drives Improved Outcomes in…
8
Waste, Fraud,and Abuse
Food & Drug Testing & Safety
Education Other MissionsHealthcareManagement
•Understand educational best practices, risk factors, impactful programs,
•Improve drug tracking
•Secure food chain
•Track clinical trials
•Automate and improve patient identification
•Track all payers
•Establish Health Information Exchange
•Single view of veterans, soldiers
•Uncover wasteful spending
•Implement Do Not Pay
•Detect financial crimes
•Provide 360-degree of benefits & services
•Cross-Agency intelligence data mgmt
•Streamline procurement and maximize discounts
400+ Customers, More than 50% are Fortune 500 % Global 500 companies
Introducing Informatica MDM
Informatica Intelligent MDM empowers organizations to deliver business value with complete and accurate views of business-critical master data – data about customers, products, suppliers and locations – as well as a trusted view of all customer relationships and their interactions across the enterprise.
Stellar Track Record Proven in Numerous Deployments
3+ Months Customer Deployments
#1 in Customer Loyalty – 9 years in a row
35+ IndustriesBanking, Insurance, Life Science, Healthcare, High Tech, Oil & Gas
100+ Business SolutionsTotal Customer Relationship Asset Data management
Master Data Management Operational
Analytical
CIF Legacy Systems
DataWarehouse
Data Marts
Portal/ Dashboard
Business Intelligence
Legacy Systems
Applications
Applications
Legacy
Third PartyData
Cleanse
Del
iver
Dis
cove
r
Recognize
Resolve
Relate
Access
Master
Data
Deliver Timely, Trusted, Relevant Master Data
Model
1
2
3
4
5
6
7
8
How Does Informatica Help Customers with Master Data Management?
Govern9
Informatica MDM Core CapabilitiesGovern
Cleanse
Model
Access
Resolve
Recognize
Discover
Relate
Deliver
AddressStandardization
IntegratedData Quality
Open Cleanse Architecture
Deterministic& Fuzzy Logic Internationalization
Merge Trust Framework
Party& ProductParty Product
All DataSources
Batch or Real-time
All Data Formats
BPMWorkflows
Data Stewardship
Unmerge
SyncBusiness
Interaction
3
1
2
4
5
6
7
9
8 Proactive Monitoring
Monitoring & Scorecard
Profiling Analysis Discovery
Dynamic Data Masking
EmbeddedDI
Google Like Search
CompositeObjects
& Services
Single or Multidomain
Customer Product
Metadata
Content ConfigurationHistoryLineage
MatchSurvivorship
Validation Rules
Federate
Discover
Key requirements for success:• Discover and document all
anomalies in the data• Catalog issues in completeness,
conformity, consistency, accuracy, duplicates, dependencies
• Determine master data model
Discover DataProfiling
1313
Data Profiling
13
UniquenessDatatypeNullsMin/Max
• Informatica Analyst Tool
• Part of MDM User Screens
• Non-technical tool for identifying data issues
Discover
• Collaboration
Model
Model MasterDataManagement
Key requirements for success:• Multiple types of data domains
(Customer/Party, product & service, agreement, organizational unit, channel, finance/accounting, asset, reference tables)
• Limit data model complexity to business needs, consequently rapid implementation and lower maintenance overhead
• Robust metadata tracks all history, linage & cross references
• Configure driven approach to delivering master data as per the context of identified consumers
Access
Key requirements for success:• Access master data from variety
of internal and external sources of maser data
• Ability to on-board data both in batch and real-time
• Simplified development and administration powered by enterprise grade performance and scalability
• Interoperable metadata and reusable business rules
Access DataIntegration
Cleanse
Key requirements for success:• Integrated data cleansing and
data enrichment capability during data onboarding
• Address standardization• Data monitoring and reporting• SOA based access to DQ rules• Conditional Formatting• Validation rules• Data Conversion, Noise removal,
Transformation• Open cleanse architecture
Cleanse DataQuality
1717
Rules – Build Once, Deploy Anywhere
17
• Visual Mapping
• No coding
• Create rules or leverage existing
• Informatica Data Quality (IDQ)
• Cleanse, Standardize, and Validation Rules
• For incoming source data or inputs through user screens
Cleanse
181818
Data Scorecards• Graphical views of your source data’s quality
• Shows point-in-time and over a period to show trending
• Allow for proactive notification when data quality is impacted or changes
• Reporting capability
You set the metric levels
See trends over time
Recognize
RECOGNIZERecognize Master
DataManagement Key requirements for success:
• Identify candidates for matches across multiple systems based on configurable rules
• Determine match, non-match based on user defined thresholds
• Queue questionable matches for manual review
• Easy to search and locate master data, apply post search filtering
• Ability to offload large volume, process intensive matching and linking to Hadoop
Louis Valdes
RECOGNIZE
CRM ERP
Luis Valdez
2020
Informatica MDM HubCore Capabilities: Recognize
• Identify candidates for matches across multiple systems based on configurable rules
• Determine match, non-match based on user defined thresholds
• Queue questionable matches for manual review
RECOGNIZE the entity accurately across multiple systems
Resolve
• Out of the box capability• Non-technical configuration of
match rules and rule sets
Recognize
Resolve
Products: • Informatica MDM
Key requirements for success:• Automated and manual support
for merging records into ‘golden profile’ based on matching thresholds.
• Survivorship of reliable and trusted data at the cell level, based on configurable rules
• Persist history and lineage of changes enabling users to view complete life cycle of golden records
RECOGNIZEResolve Master
DataManagement
Luis Valdez Louis ValdesRESOLVE
CRM ERP
Luis Valdez
2222
Informatica MDM HubCore Capabilities: Resolve
• As necessary, matched records are merged to a “golden record”
• The most reliable attributes are selected to survive, at the cell level, based on configurable rules
• All history and lineage of changes is kept
RESOLVE
United TechXREF
Pratt and W
Sys A
RESOLVE data conflicts among the systems into a trusted source of truth Lycoming
Sys B
Resolve
• Automates merge resolution to reduce match effort
• Out of the box data steward screens and workflow process
2323
Informatica MDM HubAssembling the Best Version of Truth
Address
57 rue du Foubourg
6th and Marquette
123 Main St
City
Paris
Minneapolis
New Haven
Zip
75003
55405
State
MN
CT
Company Name
IXIS CIB
Mitsubishi Coatings
GE Medical
SFA_ID #
21399
50382
62098
Ticker Symbol
WFC
GE
SIC Code
6021
6021
3511OHM
Rating
Baa
AAA
Aaa
Country
US
US
FR
Bank Name
Union Materials.
General Electric
IXIS Corporate & Investment Bank
Account #
30803850041
00510464002
91713850028
As of Date
8/26/1950
6/15/1978
4/30/1953
Liquid Assets
$190,157
$383,522
$559,934
Equity
$3,342
$40,666
$109,354
Total Assets
$207,059
$481,741
$673,342ORCL Fin
ADDR1
Elm and Carlton Streets
123 Main Street
57, rue du Foubourg
CITY
Minneapolis
New Haven
Paris
ADDR5
50423
14263
75003
ADDR4
MN
CT
FULLNAME
Union Bank of California
General Electric Company
IXIS Material Echange
SWIFT #
308-03-8500
005-10-4640
917-13-8500
COUNTRY
USA
USA
FranceFixed Assets
Liquid Assets
$190,157
$190,157
$383,522
Equity
$3,342
$3,342
$40,666
Public
Y
Y
Y
Credit Rating
AAA-
AA-
AAA
Domicile
France
USA
USA
Party Name
IXIS Corporate Private Equity
3M
General Electric Company
As of Date
1/31/2006
3/27/2006
4/15/2006
Total Assets
$207,059
$207,059
$481,741
Industry
6021
6021
3511
Golden Record
Resolve
2424
RELATE
Informatica MDM HubCore Capabilities: Relate
• Bring together relationships from different applications and systems
• Create and manage a rich set of multiple hierarchies for different purposes
• Maintain history and lineage of relationship changes
Luis Valdez Julia Smith
Employed by
Spouse
RELATE people, locations, products, and organizations from different sources
Clinical Mgmt
Luis ValdezXREF
Relate
Deliver
Key requirements for success:• Publish reliable master data to both
operational and analytical systems• Gain an unified view of master data and
related transactional data• Deliver master data to business
applications built for data intensive business processes.
• Identify risks before they harm with proactive monitoring of master data
DeliverDataServices
MasterDataManagement
DataIntegration
Composite Object
Composite Services
Base Object Business Object
Applications Entity 360 Portal UI Applications MDM Powered Apps
Composite Objects and Composite Services
EJB & REST based Interfaces
Composite Object
Base Object Business Object
Entity360 – Data Details View
Callouts – Important, time-or context-sensitive data surfaced to user
MDM Match Candidates list view
Related MDM Children list view
Callouts – Important, time-or context-sensitive data surfaced to user
Images and rich media associated with MDM Entity displayed in view
Data view
Govern
Key requirements for success:• Enable collaboration among
business data stewards and line of business users via configurable workflows
• Allow data stewards to quickly resolution matching records
• Merge duplicates and manage hierarchies
• Track master data lineage and history
• Continuous monitoring of master data quality and DQ scorecards
• Protect personal and sensitive master data to reduce risk of data breach
Louis Valdes
GovernMasterDataManagement
DataQuality
3232
Modify, Manage, and Monitor
Apply• Standardization & Validation• Matching & Consolidation• Exception Management• Data Lineage• Scorecards
AdministratorManager AnalystSteward Architect Developer
3333
Modify, Manage, and Monitor
Apply• Standardization & Validation• Matching & Consolidation• Exception Management• Data Lineage• Scorecards
Manager AnalystSteward
Collaborators
Embedded BPM
Single Step Approval
Single Step Review& Approval
Multi Step Approval
Match & MergeReview Process
Notifications
ApprovalUn Match Review Process
24 HrTimeout
Workflow Options
DataSteward
Analysts
BusinessSteward
IT Leaders
Notifications
Timeout Steps Automated Re-routing
Parallel Approval
3535
Data Model
Flexible Business Model-driven MDM
• Flexible approach to data model
• Automatically generated services
• Configurable user interface, workflow
Flexible, Client-driven MDM(Informatica)
An adaptive approach that relies on configuration based on unique requirements
Adapting to Your Requirements
CitizenOrganization
Agency
Services
User Interface
3636
Data Model
Flexible Business Model-driven MDM
• Flexible approach to data model
• Automatically generated services
• Configurable user interface, workflow
•Changes regenerate services, UI
•Lower TCO
Flexible, Client-driven MDM(Informatica)
An adaptive approach that relies on configuration based on unique requirements
Adapting to Your RequirementsCitizen
OrganizationAgency - Servicer
Services
User Interface
Remediator
A
Enhancing Big Data with trusted Master dataBig Data Relationship Management
+Master DataManagement
Data lake
Accumulo
MDM creates context for big data Master data provides trusted information and links/aggregates seemingly unrelated information
Big Data enriches MDM Big data provides new insights from non-traditional sources to enrich master data
Big Data Relationship Management
38
Data Source1 Big Data Relationship Management
2 Services3
PC BDE
HDFS
Fuzzy Index
Recognized Industry Leader by Analysts
39
Fastest Growing MDM VendorMDM Revenue Growth: Informatica (+27.5%), IBM(+10%), Oracle(+10%), SAP(-12%), Tibco (-10%)MDM Customer Growth: Informatica (+75), IBM (+60), Oracle (+33), SAP (Not Reported), Tibco (+21)
- Source: Gartner MQ for MDM of Customer Data 2014