Informatica MDM Multidomain Edition

Transcription

1 White Paper Informatica MDM Multidomain Edition Configurable. Expandable. Proven Multidomain.

2 This document contains Confidential, Proprietary and Trade Secret Information ( Confidential Information ) of Informatica Corporation and may not be copied, distributed, duplicated, or otherwise reproduced in any manner without the prior written consent of Informatica. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Informatica does not accept responsibility for any kind of loss resulting from the use of information contained in this document. The information contained in this document is subject to change without notice. The incorporation of the product attributes discussed in these materials into any release or upgrade of any Informatica software product as well as the timing of any such release or upgrade is at the sole discretion of Informatica. Protected by one or more of the following U.S. Patents: 6,032,158; 5,794,246; 6,014,670; 6,339,775; 6,044,374; 6,208,990; 6,208,990; 6,850,947; 6,895,471; or by the following pending U.S. Patents: 09/644,280; 10/966,046; 10/727,700. This edition published May 2015.

3 White Paper Table of Contents Executive Summary... 2 Solutions That Are Not Quite up to the Task... 3 A Single MDM Product for All of Your Multidomain Needs... 4 The Only Product You Will Need for Your Multidomain MDM Journey... 5 A Configurable, Expandable, and Proven Multidomain MDM Product... 6 Discover...7 Model...7 Access...8 Cleanse...9 Recognize...10 Resolve...11 Relate...12 Deliver Govern...15 Future-Ready Master Data Management Solution...17 Benefits of Informatica MDM

4 Executive Summary The cost of unreliable information is very high. Consider just one example: Management reports are often inaccurate leading to a misunderstanding about which customers generate the most revenue and which products are the most profitable. These misunderstandings lead to poor decision making. This same confusion also leads to an unnecessarily poor customer experience. The same individual is approached multiple times by different salespeople who, because of bad data, are unaware that the customer may have met with a representative or even purchased the product or service. Similarly, financial services institutions may allocate excess capital reserves to comply with Basel III requirements because they cannot accurately calculate their credit ratings and exposures across subsidiaries, geographies, product lines, and other investments. Even pharmaceutical companies are not immune limited visibility into a customer or a prospect s corporate hierarchy may result in missed sales opportunities, inaccurate billing, or poor customer service. In all these cases, the root cause is the same. Many organizations today have implemented multiple systems that contain duplicate, incomplete, and incorrect information. For example, companies often have multiple instances of a customer s contact data due to multiple touch points. Each instance of the data is different from the others, where only careful comparison determines the latest and most accurate version. This problem of conflicting and inconsistent data extends to other types of data as well partner, employee, product, and organization. Over time, new applications are deployed and others are retired, adding to the complexity of information infrastructures. As companies realize that potential revenue is being lost or that they face government penalties because of failure to meet compliance requirements, they begin to seek solutions to their underlying data problems. And thus many organizations today are considering master data management (MDM). 2

5 Solutions That Are Not Quite up to the Task Due to the complex nature of the unreliable data problem, a wide variety of MDM approaches and solutions have been employed. The following solutions have yielded less than favorable results: In-house solutions assembled from point products. Requiring in-house resources to design, implement, and support the effort, this expensive approach is as reliable and scalable as its weakest link. In-house systems often lead to siloed implementations that are difficult to manage, not very adaptable, and hard to integrate with new and existing applications. Packaged master data management applications offered by ERP vendors. These MDM vendor solutions are optimized for their own applications and generally do not integrate well in a heterogeneous application landscape that organizations have today. Moreover, packaged tools create dependence on the ERP vendor and are frequently incompatible with other packaged applications that might already exist in the organization. Fixed approach to MDM with very limited extensibility. These products are designed to address only specific scenarios and come with fixed data model and services. For example, vendors provide separate products for separate domains such as customer and product. The limited extensibility makes these products extremely difficult to customize and will require proprietary tools and techniques along with skilled resources that are hard to find in the market. The difficulty in configuring these products for diverse use cases and their limited capability in addressing the variety of data domains that today s organizations have make them a poor choice. Smaller vendors that do not have a complete stack. There are numerous small vendors offering specific solutions for industry and use cases. By and large, these products functionality is very narrow in scope and they cannot scale to meet enterprise-grade performance and workloads. These products will not have a complete stack of data quality, integration, and the standard-based approach required to support your complete master data needs. They have a very short supply of talent and their lack vision makes them a risky option. 3

6 A Single MDM Product for All of Your Multidomain Needs Informatica MDM is a superior alternative to these solutions. It is a configurable, expandable, and proven multidomain MDM product that increases business users adoption of master data. Informatica MDM is a complete solution for all of your master data management needs. It contains industryleading data quality tools, scalable and easy-to-use data integration capability, and a powerful business process management (BPM) option. All these features are well integrated into a single package that provides you with a unique solution to address all your master data requirements irrespective of the industry and use case. Configurable: Informatica MDM supports complete configuration of its data model, business rules, security, and data stewardship functions. There is no need to write any code to configure the product to meet your initial business needs, and it is easy to update the configuration when your business needs change. Configuration, as opposed to coding, enables faster time to value and easy ongoing maintenance. Expandable: Informatica MDM is the only MDM product proven to adapt to all stages of your MDM journey and expand for all the solutions you will need. This means: Start small anywhere with a solution you need (any combination of entities, architectural styles, or usages all employing the same product) Scale in many ways as you grow in maturity (to other data entities, architectural styles, and business divisions) Go live in months, not years, in every phase of the project involving your data and your infrastructure With these capabilities, Informatica MDM provides the right technology footprint for the defined MDM project and delivers the fastest return on investment. Proven Multidomain MDM: Informatica MDM is designed around a flexible, modular architecture. This design enables companies to implement any of their data domains such as customer, product, employee, and location. Unlike other MDM applications that come with a fixed data model and force you to begin with either a customer or product data domain, Informatica MDM has no restriction on which data domain to start with. That means you can begin with customer, product, location, or any other data domain and then extend to additional data domains, all in the same product. Proven multidomain MDM leverages your existing technology investment and lowers your total cost of ownership. Further, Informatica MDM models complex relationships within related data domains (such as customer-tocustomer or product-to-product) as well as across domains (such as customer-to-product) and helps reveal previously unknown business relationships. Increases Business User Adoption: Informatica MDM focuses on business users and allows them to leverage master data in real time directly within their business applications, thus increasing business users adoption of master data. By relying on an intuitive and easy-to-use Web-based data governance application, it enables business users to directly create and consume the master data within Informatica MDM. Prepares You for Big Data: Informatica MDM allows your MDM initiative to be ready for big data by allowing you to run high-performance matching and linking on Hadoop. This massively parallel architecture means you can now match large data sets in a few hours as opposed to days. With Informatica s Big Data Relationship Management (BDRM), MDM matching engine runs on a distributed file system. Data from a variety of internal and external sources, including high-volume transactions and social interactions, can be mastered to gain insights you could never have gleaned before. 4

7 The Only Product You Will Need for Your Multidomain MDM Journey The only thing certain about MDM is the uncertainty an organization will encounter as it embarks on its journey to attaining consistent leveraged master data across the enterprise. Here are some of the major questions, which can occur in any order, during any phase, that have to be answered: What entity types do I start with? Should I focus on customers first? What about my product data? Do I create a master data instance solely for analytical purposes? How can my operational systems benefit? What multidomain MDM architectural style is the most appropriate for my goals? What are the performance considerations? How secure will my master data be? Can I set up security roles and policies that align with my corporate data governance mandates? How long will this multidomain MDM project take? I want to see quick results to get organizational buy-in. Can I ensure that any work I do today won t be wasted as I move forward? If my business model and processes change, can I rapidly realign my architecture and MDM strategy to accommodate changes? These questions have been asked and answered by all of the customers and partners who have experienced the flexibility of Informatica MDM. Its architecture provides unique benefits, including rapid deployment, improved data reliability and trustworthiness, low costs for handling exceptions, and ease of data sharing all leading to faster time to value and improving management of data and reporting with superior operational performance. This white paper gives an overview of the core architecture and modules that make up Informatica MDM Multidomain Edition, which we refer to as Informatica MDM in the following pages. 5

8 A Configurable, Expandable, and Proven Multidomain MDM Product Informatica MDM consists of several core capabilities that together ensure reliable and consistent data throughout the organization. Each of the capabilities in Informatica MDM delivers a distinct and important benefit. Figure 1 illustrates these capabilities. 9 Govern Monitoring & Scorecard Data Stewardship BPM Workflows Dynamic Data Masking 8 Deliver Sync Federate Proactive Monitoring Business Interaction 7 Relate Party Product Party & Product 6 Resolve Merge Trust Framework Unmerge 5 Recognize Smart Search Deterministic & Fuzzy Logic Internationalization 4 Cleanse Integrated Data Quality Address Standardization Open Cleanse Architecture DaaS 3 Access Embedded DI Batch or Real Time All Data Sources All Data Formats 2 Model Composite Objects & Services Single or Multidomain Customer Product History Lineage Metadata Configuration Match Survivorship Validation Rules 1 Discover Profiling Analysis Discovery Figure 1. Core capabilities of Informatica MDM 6

9 Discover Data discovery and profiling are essential starting points for any MDM project. A key requirement for faster MDM implementation is to first understand and quantify the content, quality, and structure of source data residing across several applications and data sources within the enterprise. Data discovery and profiling require the following steps: Analyze data to automatically profile the content, structure, and quality of highly complex data structures Discover hidden inconsistencies and incompatibilities among data sources Find data gaps, redundancies, and inaccuracies to resolve before moving data Catalog data by these characteristics: completeness, conformity, consistency, accuracy, duplication, and dependencies Understanding the master data content and structure accelerates defining your data model. Using Informatica Data Quality will help the definition of your data model by accelerating field definitions and more importantly by discovering relationships to support hierarchy definitions. Model The foundation of any multidomain MDM system is the data model that generates, stores, and manages master data. Informatica MDM allows the creation of a data model that reflects the unique nature of an organization s business by allowing any combination of multiple master data entity types, including customers, organizations, products, services, and assets, to be defined within the same data model. An initial Informatica MDM data model can be defined by: 1. Importing the definitions from an existing physical model or from a design that was developed using popular data modeling tools such as CA Erwin and CWM Model 2. Customizing a predefined industry-specific model, previously used as a basis for successful deployments, preloaded into Informatica MDM 3. Building a new model using Informatica MDM Regardless of the approach, a data model can be defined for use within Informatica MDM quickly in days, rather than weeks or months and it can be easily extended at any point without coding to handle changes or new requirements. Informatica MDM s model-driven architecture makes extensive use of metadata to supply the highest level of flexibility and reuse. Different types of metadata are defined, captured, and leveraged throughout all phases of the entire MDM lifecycle. Here are three examples of metadata contained within Informatica MDM: 1. Structure Metadata such as data model attributes, data structure, and relationships are automatically used to create granular and composite data services without any coding required. 2. Content Metadata such as a detailed history and an audit of all changes to the master data includes detailed lineage of merges, cross-references to source records, and trust-score metadata for each originating source data attribute. 3. Rules Metadata enables configurable hierarchy, validation, state management, workflow, and event trigger rules, which can be customized to meet business-processing requirements. 7

10 Metadata within Informatica MDM can be shared and reused across instances in the form of Informatica MDM Solution Components. This sharing allows for a high degree of flexibility and productivity, supporting concurrent or satellite development and providing a framework for change management and development-to- QA-to-production promotion. A key capability, metadata management within Informatica MDM enables import and export through XML, thereby enabling expert mode manipulation of MDM Solution Components outside of Informatica MDM and storage within metadata repository tools such as Informatica Metadata Manager. Regardless of how MDM Solution Components are added or modified, Metadata Manager checks for errors, inconsistencies, and correctness prior to re-import. Finally, Informatica MDM also automates critical reference or lookup data management processes to ensure consistency across common reference datatypes. For example, Informatica MDM can be easily configured to handle inconsistencies in country codes from different contributing source systems (e.g., FRA vs. FR for France). With Informatica MDM, an organization can define and evolve its data model at a pace and a scale that suit its distinct processes and requirements. This flexible approach to data modeling stands in contrast to other MDM offerings of proprietary fixed application-based data models and sometimes even separate solutions for customer MDM and product MDM. Such offerings may initially appear to be a good fit, but inevitably they will require significant customization and future rework as business requirements change. Access Master data, such as customers and products, is often stored in multiple different formats and is distributed across several heterogeneous applications and databases. Reliably accessing this data in disparate formats from disparate sources can be a challenge. In addition, the access might require many different latencies depending upon the business requirements: batch movement in bulk for very large volumes of data or realtime access for instantaneous processing. Performance, high availability, and minimizing the impact to MDM implementation as new data sources are introduced are other prime requirements. Informatica Data Integration is now embedded within Informatica MDM, enabling the rapid on-boarding of the master data irrespective of the type of source and place where it is hosted, in the cloud or on-premise. Using Informatica s embedded data integration tool, you can import data from any source, see the associated metadata, and map the data elements to the MDM target data model. You can also apply transformations at the same mapping level in the form of business rules and reuse them across different sources to have a consistent way to on-board data. Informatica s Data Integration product simplifies development and administration. It supplies a reliable way to move the data and provides enterprise-grade performance and scalability. Informatica Data Integration meets all your latency requirements and can deliver master data in both batch or real time to Informatica MDM. Informatica MDM ensures that all your master data is in synch across your enterprise and that you can reliably access your data 24x7. For further details, refer to PowerCenter and PowerExchange documentation. 8

11 Cleanse Integrated data cleansing, a crucial step, ensures that the resulting master data is of the highest quality. Informatica MDM is integrated with Informatica Vibe, allowing easier transformation and manipulation of data as it is loaded into Informatica MDM. Master data records can be cleansed using Informatica Data Quality. Informatica MDM also fully supports UTF-8 character encoding, which permits international data, including DBCS alphabets, to be read and modified correctly. Informatica Data Quality is embedded within Informatica MDM and enables you to perform advanced data quality functions. It provides the ability to reuse existing data quality rules created for other initiatives within your MDM project, allowing a consistent approach across the enterprise. The full breadth of industry-class data quality functionality can be applied to ensure that you have high-quality master data within Informatica MDM. For specialized cleansing, such as contact record verification, Informatica MDM furnishes tight integration with Informatica Data as a Service. Certified address data quality such as CASS and SERP is accomplished through our address verification integration with specific countries postal data libraries. Address verification is available for over 240 countries and territories with proper handling for international formatting and language support. In addition, Informatica Data as a Service offers verification at the mailbox level for both B2B and B2C addresses. Not only can verification determine if the address in question is valid but it also can determine if it is malicious, preventing the threat of an blacklist. Informatica Data as a Service also offers phone validation to ensure that phone numbers in a contact database are accurate, saving time and energy. The powerful score-carding capability within Informatica Data Quality provides crucial visibility of the quality of data within Informatica MDM and for both (1) sources to Informatica MDM and (2) Informatica MDM to downstream applications. By using scorecards to compare data quality levels, the broader sources owners have the necessary oversight to ensure that their data is accurately reflected in the MDM environment, and application owners can ensure that they are receiving the same level of quality data for their business use. Informatica MDM comes with an intuitive drag-and-drop GUI, which allows customized rules, complete with conditional branching and logic, to be defined, edited, and saved as functions for reuse. In addition, users can develop their own functions and lists to address their unique needs. All processing of records, including raw uncleansed records, are maintained in Informatica MDM s audit structures for full lineage and traceability. The Open Cleanse Architecture of Informatica MDM also enables an organization to use its subscription to third-party data providers, such as D&B, Acxiom, Avox, Counterparty Link, Reuters, Standard & Poor s, and IMS, that can supply data and services to enrich data being loaded into Informatica MDM. The process can include verifying attributes such as company names, customer names, credit ratings, counterparty information, securities names, product names, model numbers, terminology, regulation-defined data items, and the relationships between them. Additionally, some organizations may want to use industry-specific identifiers, such as D&B DUNS or Acxiom Abilitec, as global business identifiers. 9

12 There are multiple ways to accomplish this enrichment: 1. As a source system Third-party data providers can furnish packaged data sets that can be loaded as another contributing source and processed through the standard cleanse, match, and consolidation processes. 2. Through real-time services calls Organizations can use the open cleanse architecture to invoke specific on-demand Web services to third-party data service providers, such as D&B and Acxiom. Recognize Matching compares records for points of similarity. When sufficient points of similarity are found (suggesting that two or more records likely represent the same information), the records are identified as candidates for linking or merging. Informatica MDM uses deterministic matching to match exact attributes of records and/ or fuzzy matching to compare similar attributes of records based on sensitivity levels, which are completely configurable. Fuzzy matching uses various matching algorithms (a blend of probabilistic, heuristic, linguistic, phonetic, and/or empirical methods) based on the type of data being matched, with built-in algorithms for phonetic spellings and partial fields. This combination of approaches provides great flexibility and generates accurate results. The match process relies on comparing virtual match columns embedded within match rules. Moreover, each virtual match column is based on one or more physical data columns drawn flexibly from the underlying data model through foreign key relationships. Matching is performed under a set of match rules, each of which contains a match type designator, such as name, organization, address, or telephone number, which governs the types of heuristics used for that match rule. A match rule also specifies the level of match under which the two records can be automatically linked or merged versus being queued to a data steward for review and confirmation. As with all rules in Informatica MDM, they are configured via a graphical user interface, which furnishes a powerful, code-free way to configure the system. Multiple match rules and sets of match rules can be created with sophisticated options, including null matching, non-equal matching, segment matching, and more. Informatica MDM also allows fine-grained tuning of the ranges to search tightness of match and other parameters for determining the optimal balancing of processing necessary to achieve desired results. Informatica MDM is able to match international data and includes support for the UTF-8 character set and matching for more than 50 languages, including multibyte matching capabilities for languages such as Chinese, Japanese, and Korean. Informatica MDM provides standard populations, which are prebuilt country-specific libraries that take into consideration the various nuances (for example, common nicknames) specific to those individual countries as a foundation for accurate matching of international names and addresses. 10

13 Figure 2 shows the results from an international mixed Japanese/Roman data match employed to find records about the same person by using the name as a search argument and both the name and address data to identify the match. Record to Match Matching Records Figure 2. Matching a record on the name (left field) using Roman and Japanese character sets and on the address (right field) can be easily done with Informatica MDM Match processes can be performed synchronously, asynchronously, or in batch. Resolve Once Informatica MDM has completed the match processes, the user can merge duplicates to create consolidated records. This allows creation of the best version of truth by selecting the correct attribute values from duplicate source records. When records are to be consolidated, the Informatica MDM Trust Framework provides a weighted scoring system used in the merge process; it assigns a relative score (out of 100) for each cell from a contributing source system that is to be merged. The score is automatically adjusted for a variety of configurable parameters, including time decay and downgrades for missing data. After merging, the surviving cells are the ones that have the highest scores. This process ensures that the master consolidated records are derived by selecting the most reliable fields from contributing source systems based upon preconfigured rules that are consistently executed. Whether records are persistently merged and stored in Informatica MDM or dynamically assembled on demand, Informatica MDM maintains full cross-references to contributing source data to ensure that unmerging or unlinking can be easily accomplished. 11

14 Unmerging records that were thought to be matches is necessary when records are later discovered to represent separate unique entities. Informatica MDM maintains full history, lineage, and audit trails for every modification made to master data as well as the match rules that resulted in the match. With these trails, Informatica MDM can separate not only previously merged records but also any associated child records that were inappropriately merged. Most significantly, metadata captured during the merge process ensures that each record is unmerged appropriately, allowing the user a choice of either completely unmerging the records or retaining merges that have occurred, which may be appropriate for the surviving records. This critical functionality ensures the reliability and consistency of data. Relate The hierarchy management capability of Informatica MDM lets you define and configure hierarchies and relationships to be stored within Informatica MDM. Once configured, it can recognize relationships in master data within and across systems and enables records to be logically grouped for management and analysis. Examples of hierarchies and relationships include but are certainly not limited to people and households, company branches in corporate hierarchies, and components or parts of products. Business users and data stewards can then use Informatica MDM Data Director, a configurable and customizable browser-based data governance application, to visualize and understand relationships and hierarchies related to the master data that drives their business. Data Director comes with a large selection of graphical views, ensuring the best display of relationships for a given business context. Graphical views can depict multiple levels of relationships, even when the data contains large numbers of relationships. The number and depth of viewed relationships can be limited through advanced filtering options. Alternatively, relationships can be displayed in textual tabular form, allowing the display of more-detailed entity or relationship data. Informatica MDM can handle all three fundamental hierarchical designs one-to-many (affiliations), many-to-many (groups), and many-to-one that help model both B2B and B2C relationships. These hierarchies can be depicted as a tree or as a complex network of relationships. Users can pan across and drill into relationship views or launch relationship or entity searches and edits directly from within the Data Director browser interface. Navigation from one hierarchy to another can be accomplished by pivoting between them via entities common to both. In this way, a user can view all the relationships a given entity has, across all the available source systems, in a single view. Finally, Data Director provides the ability to view hierarchies and records using a unique point-in-time feature. An example might be to allow comparison of the hierarchy before and after a merger. Point-in-time capability is particularly important in certain industries and environments where historical auditing and reporting are critical for compliance. 12

15 Deliver Data within a multidomain MDM is typically sourced from multiple source systems. Informatica MDM allows organizations to cleanse this master data, manage it in a centralized repository, and enhance the quality of it before making it available for wide use in operational and analytical purposes. Informatica MDM lets organizations deliver the master data to the operational and analytical systems in a variety of ways. The following text describes four different means in which master data can be made available across the enterprise. Synchronize master data across enterprise applications: An organization may decide to synchronize master data by updating contributing source systems as well as downstream systems. Informatica Data Integration can be configured to handle these synchronizations in real time, near real time, or batch mode. If real time or near real time are chosen, Informatica MDM is smart enough to avoid loopbacks with the system that initiated the change. It continually monitors and evaluates any changes to the master data, both within Informatica MDM and in various applications, and then acts to synchronize these changes, provision new data across other systems, or provide alerts or notifications all based on configurable, user-defined rules and actions. Federate master data: Informatica Data Services has a data federation engine that can gather transaction data associated with a master data record through a single federated query. This capability enables organizations to store only the reference data in Informatica MDM while providing access to all related transaction data on demand. For instance, a customer s orders stored in a sales entry system as well as his or her invoices in a financial system can be accessed through a single query based upon the cross-reference identifiers stored within Informatica MDM. For further information on data federation, refer to Informatica Data Services documentation. Deliver master data directly to business users: Delivering quality master data to business users is a key requirement of any master data management project. Business users need this quality information displayed within the business applications they use on a day-to-day basis, such as CRM or ERP applications. For example, within Salesforce, sales and marketing users need to view important information about customers along with a complete account hierarchy, including subsidiaries, affiliates, and the parent organization. Informatica MDM seamlessly delivers customer hierarchies and a history of data changes in the form of data controls, which can be embedded within Salesforce. It also provides a duplicate prevention control that stops users from accidentally creating duplicate customers within the business applications. These controls promote proactive data governance and increase the reliability of master data usage within applications. Informatica MDM data controls enable existing applications to be MDM-aware. Data controls bring information to business applications. This information may include reliable customer and product information, a hierarchy of customers as they relate to their organizations or purchased products, or simply the history of all changes to data over the years. Data controls allow advanced master data concepts to be seamlessly added into existing applications to augment and enhance the business user experience. It also provides guidance on how the use of these data controls helps increase the business adoption of master data by: 1) making business applications MDM-aware, 2) adopting a proactive model for data consistency, and 3) involving business in data governance. 13

16 Real-time delivery of master data: The Services Integration Framework (SIF) enables you to compose, deploy, and manage business events and services from granular data services and events in a service-oriented architecture environment. The data services and events are metadata-driven and automatically generated from Informatica MDM, with no additional coding needed; they automatically realign when the data model is modified. Unlike other solutions that supply a large number of hard-coded, built-in services that must be customized or reworked to meet business needs, SIF enables rapid composition of services and the ability to adapt to changing business needs. Because SIF is standards based, any integrated development environment (such as Eclipse) or BPM environment can be used for composition. In addition, custom user interfaces can be built using SIF to leverage the master data within Informatica MDM. In such cases, Informatica MDM provides full transaction support through SIF. Informatica MDM furnishes a way to create composite objects that are a logical group of data entities. These composite objects are configurable components that enable interaction with master data suitable for enterprise applications and services. Each composite object configuration will result in automatic generation of EJB- and REST-based services called Composite Services that will help in accessing master data by different applications. Organizations can build composite objects according to the context of the identified consumers of master data using a configuration-driven approach that simplifies development and allows easier distribution of master data. In addition, Informatica MDM can integrate the refined data in batch, real time, and near real time through ETL, EAI, and EII tools into source systems such as ERP and CRM. Informatica MDM connects to these products through standards that include JMS, Web services (HTTP, SOAP, and WSDL), JCA (DTD), and SQL. Informatica MDM provides Smart Search an intelligent way to explore master data records. This feature is integrated into Informatica Data Directory and allows users to make free text searches across MDM subject areas. Smart Search offers a fast, easy-to-use, Google-like free-text search over MDM data and leverages open source Apache Solr. For instance, users can perform basic searches to find exact results, use supported wildcards such as * and %, or a combination of name and address in case of customer data to retrieve all matching records. Users can also perform extended searches to find similar data that is stored in Informatica MDM. These searches can be saved for future use or shared with others if desired. Once the results are returned, users can apply faceting and filtering to narrow the results. 14

17 Govern Informatica MDM creates the single source of truth from the core master data stored across a company. Inconsistent, incomplete, and duplicate data sourced from different systems are fed into Informatica MDM, where a rigorous cleanse, match, and consolidation process automatically resolves any duplicates using rules based on business requirements. Automated processing performs the heavy lifting for the majority of the millions of records that are typically processed through Informatica MDM. In cases where matches are deemed too close to automatically call, human interaction may be warranted. Data stewardship: Data Director furnishes a configurable and customizable browser-based interface that enables data stewards and their supervisors to address exception records that need adjudication. Records can be distributed evenly across data stewards to balance workload and productivity. Data stewards can process these records or reassign them to someone else who can. Their supervisors can approve or reject records or even redefine priorities as necessary. In many cases, in addition to a standard review of exception records, an organization may decide that certain new records or changes through certain channels must first be passed through a defined approval process, which may involve multiple parties. This level of governance can also be facilitated through Data Director in conjunction with expanded workflow integration to business process management tools. Informatica BPM is embedded within MDM and drives all stewardship interactions. The predefined workflows for single-step review and approval, match and merge review, and unmerge review are provided out of the box. These workflows enable collaboration among business data stewards and line-of-business users, leading to quicker resolution of matched records that require manual review. Informatica MDM also offers built-in support for state management of in-flight data, which can manage unapproved data in a temporary state and after approval move the data to a permanent state. Informatica MDM provides data governance workflow templates to achieve data governance best practices quickly and efficiently. Combined with Informatica BPM, Informatica MDM enables effective data governance and ensures that trustworthy master data is created, managed, and delivered. While other offerings may require a custom interface or composite application to be created on top of an MDM system, Informatica Data Director provides a single secured location to search for, browse, and view details related to the master data stored in Informatica MDM. It works with Security Access Manager to ensure that the right data is available to the right individuals. For instance, a human resources manager could be authorized to search using Social Security numbers, but this information may not be accessible to other managers. Master data visualization: Data Director features a powerful visual interface for managing, analyzing, and monitoring the master data that drives an organization s business. As previously detailed in the Relate section, historical changes to master data, such as a customer name change, a new address added to an organization, and the lineage of how duplicate records were merged, can be visualized. Using the Entity View within Data Director, business users can view a timeline showing when the data was changed or modified and see windows that display any changes or merges to the data. For instance, to ensure SOX compliance, a company s finance department may want to review a certain customer s address changes over the past seven years. 15

18 Informatica MDM comes with Entity 360 a brand new, rich browser-based user interface (UI). Entity 360 is designed to provide a visual interaction with an MDM system irrespective of the data domain. Delivered using an intuitive Web 2.0 UI, Entity 360 provides complete information about the master data entity, its hierarchies and relationships with other entities, and associated transactional and social information. Entity 360 is a powerful feature and takes master data visualization to a whole new level. The UI is built on top of the industry-standard HTML5 framework and allows easier customization. The modular page templates allow limitless role-specific views. The customization options are vast because it allows creating views to show maps, media, images, and feeds from social networks such as LinkedIn and Twitter. The UI enables new ways to search, view, and interact to understand master data records and their linkages. It contains out-of-the-box components for some of the commonly used previews such as data, match, and related references views. Monitor the quality of data: Embedded Informatica Data Quality within Informatica MDM provides a dashboard that data stewards can use to monitor the data quality levels of the master data being processed by Informatica MDM. Supervisors can use their view of the dashboard to monitor the productivity of their data stewards to determine the processing rates being achieved. Even IT can use the dashboard to monitor key statistics such as the number of records that were successfully processed by scheduled batch jobs. These aspects align directly with data governance practice and empower organizations to monitor and measure the quality of data along with improving it. Informatica Proactive Monitoring and Informatica MDM work together in identifying risks and alert relevant owners to take immediate actions. Informatica Proactive Monitoring gathers real-time operational intelligence, identifies patterns of interest, and distributes notifications to individuals, groups, dashboards, or other systems so that issues can be resolved quickly. This helps business users to actively monitor the quality of data for themselves and mitigate the business impact of poor-quality data. Secure the master data: Master data is a critical asset of any organization; it often includes sensitive information about customers, patients, or suppliers, depending on the industry. Typically, organizations store personally identifiable information such as Social Security numbers and protected health information within the MDM system. Informatica Dynamic Data Masking integrates with Informatica MDM and provides unprecedented security to sensitive data by obfuscating and masking data displayed to users who do not have required authorization. This significantly broader capability ensures that the data is protected in real time, securing data in flight through Data Director, Entity 360, and services APIs. With Informatica MDM, organizations can effectively govern their master data and ensure that they are meeting data privacy and compliance requirements. 16

19 Future-Ready Master Data Management Solution Along with meeting typical master data requirements discussed earlier, Informatica MDM is built to address the requirements of tomorrow s complex business and data landscape. Informatica MDM offers the following key capabilities to ensure that MDM evolves with your data volumes and is well aligned with your enterprise applications. Big Data Relationship Management (BRDM): The Informatica Big Data Relationship Management solution matches duplicate party information within and across multiple sources and links them to create a single view of the party. It discovers relationships among parties based on common attributes and groups them to create a 360-degree view of the party. It actively maintains the relationships by appending any new information, internal or external, about the party, such as social, demographic, and interaction data. Also, it enables users to search the party data. This new capability allows organizations to effectively and efficiently address large volumes of data. As we are seeing in the market today, customers are running matching on tens to hundreds of millions of records. Addressing these large volumes requires the matching engine to run on a distributed file system. BRDM is Informatica MDM s powerful matching engine running on Hadoop. It allows combining different types of data sources, including transactional data, into the matching process to create registry style links. You can interact with master data natively in Hadoop in real time using Hbase and Accumulo. BRDM runs on the Hadoop distribution of your choice and is already certified on Cloudera s Hadoop distribution. MDM-based applications: To perform their everyday job, most business users rely on CRM, ERP, and supply chain management (SCM) applications such as Salesforce, Siebel, Oracle, and SAP. The use of data controls within the context of these applications leads to timely and relevant displays of master data elements such as hierarchies, relationship networks, and detailed history. These master data elements augment business-critical data within the applications by allowing users to view reliable and trustworthy MDM information without the need to navigate to another application. Data controls enable business users to not only view but also manage the data within business applications. 17

20 Benefits of Informatica MDM Informatica MDM is based upon a metadata-driven, rules-based, configurable framework and built around a neutral data model. With Informatica MDM, organizations can build a system of record for all of their master reference data that leverages the rules and data of their legacy systems while allowing for rapid extensibility to new data sources in the future. With its flexible data model, solution framework, and unified product architecture, Informatica MDM is able to minimize upfront adoption and implementation costs as well as minimize the cost to manage and extend the solution over time. Here are some specific reasons why Informatica MDM reduces total cost of ownership for master data management: Rapid solution deployment: Because of its rules-based configuration, Informatica MDM easily accepts new templates, works with existing data models, and leverages external, third-party data sources. Improved data reliability and trustworthiness: Informatica MDM offers integrated cleanse, match, and merge capabilities that deliver the most reliable master data with superior cell-level granularity and control. Lower cost to handle exceptions: Informatica MDM features a powerful, intuitive user interface for data stewards, helping to reduce the cost and time associated with handling data exceptions. Less effort to share data: Informatica MDM provides a service-oriented architecture with a full set of data Web services and open application programming interfaces that enable IT teams to integrate master data with other downstream systems. Faster time to add new data sources: Informatica MDM supports an extensible data model, which allows IT teams to add new sources within days rather than months. Reduced business risk: Informatica MDM maintains a comprehensive history and lineage of its master data for maintaining complete audit trails, which allow organizations to improve compliance with numerous federal and local regulations. 18

21 These abilities enable Informatica MDM to answer all of the questions previously posed: What entity types do I start with? Should I focus on customer data first? What about my product data? Informatica MDM lets you start with any datatype in a single system or separate MDM systems. Do I create a master data system solely for analytical purposes? How can my operational systems benefit? Informatica MDM supports multidomain MDM for both analytical and operational purposes What multidomain MDM architectural style is the most appropriate for my goals? What are the performance considerations? Informatica MDM supports all multidomain MDM architectural styles: registry, coexistence, consolidated, and centralized. How secure will my master data be? Can I set up security roles and policies that align with my corporate data governance mandates? Informatica MDM has the most fine-grained security available for multidomain MDM. How long will this multidomain MDM project take? I want to see quick results to get organizational buy-in. Can I ensure that any work I do today won t be wasted as I move forward? Informatica MDM customers have deployed a working solution in as little as 60 days. All implementations have been leveraged for future expanded deployments due to configurability and reuse. If my business model and processes change, can I rapidly realign my architecture and MDM strategy to accommodate changes? Informatica MDM has allowed numerous organizations to evolve and change their multidomain MDM deployments in alignment with their business needs. 19

22 About Informatica Informatica Corporation (Nasdaq:INFA) is the world s number one independent provider of data integration software. Organizations around the world rely on Informatica to realize their information potential and drive top business imperatives. Informatica Vibe, the industry s first and only embeddable virtual data machine (VDM), powers the unique Map Once. Deploy Anywhere. capabilities of the Informatica Platform. Worldwide, over 5,500 enterprises depend on Informatica to fully leverage their information assets from devices to mobile to social to big data residing on-premise, in the Cloud and across social networks. For more information, call ( in the U.S.), or visit In conclusion, Informatica MDM has an adaptive architecture that is essential for managing multiple types of master data in rapidly changing business conditions from adding new data sources and business rules to supporting distributed data governance regimes. With built-in data reliability and the highest published scalability benchmarks, Informatica MDM is becoming the standard master data management product across multiple industries and within corporations for use across lines of business and geographies. Informatica MDM has proven deployments of unified master data systems of customer, organization, and product affiliations across several industries and in support of different business policies. Informatica MDM can be implemented in stages within the current enterprise architecture and accessed through layers of business services for demonstrable business value at the lowest total cost of ownership, compared to alternatives. 20

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24 Worldwide Headquarters, 2100 Seaport Blvd, Redwood City, CA 94063, USA Phone: Fax: Toll-free in the US: informatica.com linkedin.com/company/informatica twitter.com/informaticacorp 2015 Informatica Corporation. All rights reserved. Informatica and Put potential to work are trademarks or registered trademarks of Informatica Corporation in the United States and in jurisdictions throughout the world. All other company and product names may be trade names or trademarks. IN09_0615_01605