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Informatica MDM - Multidomain

Hemang Desai

Softpath

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

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Completeness of Vision

Ab

ility

to

Exe

cute

Source: Gartner Research (June 2011)

VisionariesNiche Players

Challengers Leaders

2011 Data Quality

Magic Quadrant

Source: Gartner Research (September 2011)

2011 Data Integration

Magic Quadrant

VisionariesNiche Players

Challengers Leaders

Source: Gartner Research (October 2011)

2011 MDM

Magic Quadrant

Proven Technology Leadership

VisionariesNiche Players

Challengers Leaders

No 1 in Data IntegrationNo 1 Visionary in MDM No 2 in DQ

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Informatica Success Story:Large Fashion Specialty Retail in the US

High Impact 1:1 Relationship Marketing.KEY BUSINESS IMPERATIVE

Results / Benefits• Improve customer loyalty, KYC, SAT,

Segmentation, Direct marketing, and Promotions. • Increase Revenue & Expand market share

• Reduce IT operations costs

Informatica Advantage• Informatica MDM system is used to:

• Gain a consolidated customer and employee golden record.

• Manage complex many-to-many relationships and hierarchies of parent customer, employees, and

products.

The Challenge• Unable to achieve goals because company didn’t

have a single view of the customer across multiple channels, nor did they capture key

relationships across customers, products, and employees.

Full line Stores

End UsersBusiness Use

Cross-sell/Up-sell 1-1 Marketing

Item Classes

Sales Marketing

Rack

Items

Web Credit Card

Customer SAT

Household

Products

Employees

Channels

360-degreeView of

Customer

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The Challenge• In their current environment, the company lost sight of single and

trustworthy source for many of the product attributes, resulting in the creation many manual processes for distributing and sharing information about the product, often using different sources for

the same attribute.

• As a result, the enterprise lacks a single version of the truth for the product.

Informatica Advantage• The company is using Informatica MDM and Informatica Data

Quality to create a single, trusted repository for films and television title information (products) and the delivery of that to

the right people, at the right time, and in the right format.

Results / Benefits• Informatica MDM and Data Quality improved the accuracy and

consistency of title information across the different systems.

• Informatica MDM and Data Quality dramatically improved the data governance of title information.

International Media GiantEnterprise MDM for Product Lifecycle Management

Informatica Company Confidential – Do Not Distribute

End UsersBusiness Use

ContentPublishing

Sales & Marketing

Digital Media Creation & Registration

Process

Films andTelevision

Series

ProductLifecycle

Back –End Systems/

Applications

TheatricalRelease

CableNetwork

Pay Per View

$Editing , Content

Developers

Rights Mgnt

ERPMediaMgnt

ReportingMusicMgnt

Enterprise MDM for Product Lifecycle Management.KEY BUSINESS IMPERATIVE

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Informatica Success Story:Global 50 Leading Global Investment Bank

Enterprise-wide Multidomain MDM to Enable Straight through Processing.

KEY BUSINESS IMPERATIVE

Results / Benefits• Increased client satisfaction due to quicker trade execution.

• Risk managers are able to view risk concentrations fromany perspective.

• $11M savings annually, freeing $300M to be invested elsewhere.

Informatica Advantage• Bank deployed Counterparty Master MDM system to support

Trade Execution and Credit Risk Management.• MDM system will keep hundreds of downstream trading systems synchronized with the most accurate legal entity

information, ensuring that trades flow automatically without manual intervention.

The Challenge• Bank faced two key business challenges:

• Maximizing trade automation (Straight-through processing)

• Managing credit risk across clients and internal investments

Private Sector

GlobalCorporations

MediumBusinesses

SmallBusinesses

Public Sector

RiskManagers

Traders

Business Use

TradeSettlement

Credit RiskManagement

Counterparties

End Users

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

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Informatica MDMInformatica MDM helps you to…

Consolidate and rationalize master data from different systems across the

enterprise to improve transactional and analytical processes. This reduces errors earlier in the process and increases the

accuracy of reporting

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“By leveraging a well-thought-out MDM strategy, we have been able to strengthen the customer experience and support our

critical compliance efforts.” — Johnson & Johnson

Proven Enterprise Deployments

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Price Management

MerchandisingAnalytics

Human Resources

Supply ChainCustomerExperience

The Information ChallengeHow to streamline and govern data across silos & providers

Product

Organization

Sales Rep

Partner

Organization

Consumer

Employee

Organization

Skills

Item

Zone

Services

Orgs

Pricing

ExternalData Providers ? ?

DataGovernance

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Application Logic

Challenge Redefined: Data in Siloed Systems

Data Customer Product

CRM

Product

Product Systems

Supplier

ERP/Finance

Customer

Internet/Web

User Interface

Location

Others …

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Application Logic

Breaking the Silos…

Master

Data

Transaction

Customer Product

CRM

Product

Product Systems

Supplier

ERP/Finance

Customer

Internet/Web

User Interface

Location

Others …

ServiceOriented

Architecture

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Informatica – Single Master Data Platform

Application Logic

Data

User Interface

Master Data Management

relationships

Customer Location Product CustomerSupplier

CRM Product Systems ERP/Finance Internet/Web Others …

Single View of Customer

Spend Consolidation

Others… …Compliance and Risk Mgmt

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Top business drivers for MDMAccording to Gartner Survey

Internal & Channel Partner use only

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Why Informatica?

Horizontally Integrated Out-of-the-Box

Only vendor whose platform integrates the 3 key areas, Out of the Box

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Vertically Integrated Out-of-the-Box

A complete MDM product from data model up through UI

Why Informatica?

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Informatica – Universal MDM

Registry Consolidation

Coexistence Centralized

Customer Product

Household Organization

Data Domains1 Architectural Styles2

On premise Cloud

Hybrid

Deployment Modes3

Data Integration Data Quality

Data ServicesData Profiling

Uses4

Internal & Channel Partner use only

Universal MDM

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Informatica MDM An Integrated Solution

Master Data ManagementOperational

Analytical

CRO’s

DataWarehouse

Data Marts

Portal/ Dashboard

Business Intelligence

CRO’s

Applications

Applications

External

Third PartyData

Cleanse

De

liv

er

Ac

ce

ss

Recognize

ResolveRelate

Govern

Model

MasterData

Deliver Timely, Trusted, Relevant Master Data

Discover

Homegrown Apps

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Informatica MDM Hub - Detailed Functionality

Data Mastering

Data Mastering

Model

Cleanse

Enrich

Match

Consolidate

Relate

DataInteraction

DataInteraction

Govern

Consume

Integrate

Data Security

Data Security

Secure

Organization Demographics

Deterministic& Fuzzy Logic Internationalization

Authentication

Row &Column

Level Security Authorization

MetadataContent

HistoryLineage

Configuration

MatchSurvivorship

Validation Rules

Multi-Entity

Party Product

StandardizationData

Transformation

Open Cleanse

Architecture

Workflow State Mgmt.Data

Governance

Sync FederateBusiness

Interaction

Near Real-time

Real-timeBatch

Core Capabilities Hub API

• Get Party• Add Product…

• Cleanse Address • Standardize Product Name…

• Get DnB Tree• Get Axciom ID…

• Search Party• Search Product…

• Merge Records• UnMerge Records…

• Add Product Relationship• Delete Party Relationship…

• Authenticate User• Register User…

• Get Matched Records• Set Record State…

• Create Customer• Get Sales Transaction…

• Schedule Group• Get Batch Group Status…

Party& ProductParty Product

Link MergeTrust

Framework

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3 mo

8 mo

9 mo6 mo

Client

Across different

styles

Across solutions Across business divisions, geographies

To Securities, Assets,

Locations…

Registry

Coexistence

Transaction

Consolidated

Start with MDM Hubs that can scale in many directions…

Start small anywhere …

scale in many ways…

in months, not years

Proven and Pragmatic Approach to MDM

CounterParty

Asset Management

Processes and Employees

Risk & Exposure

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Fortune 50 Global Wealth Management Firm Increasing Revenue with an Extended Customer View

Situation• Improve Financial Advisors’ (FA) productivity.

Business Problem• 70% of FAs’ time spent on back office functions.

Root Cause• Account-centric instead of customer-centric view.

Solution• Real-time access to an Extended Customer View within

their custom-built business application.

Benefits• Increased FA productivity by 30%, resulting in almost 10%

increase in revenue per FA.• Cross-sold Jumbo mortgage loans from retail banking

division to current customers.• Increased sales of banking products from 35,000 to 80,000

among brokerage clients.

Counterparties

Customers

Accounts

Prospects

Trustee Organization Growth Retirement Income

Individuals

Financial Advisors

End UsersFin. AdvisorServices

Profiling

Same DayAcct. Opening

ContactMgmt.

ComputerTelephony

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Fortune 500 Financial Services ProviderEnterprise-wide Multidomain MDM to Support Compliance

Situation• In 2004, the bank was identified by the Fed. Reserve to implement rigorous standards for capital management as

identified by Basel II.

Business Problem• Unable to uniquely identify counterparties at the legal

entity level.• Unable to link credit exposures to counterparties and

aggregate them based on legal entity hierarchies.

Root Cause• Counterparties stored in multiple locations.

• Outsourced the cleansing and maintenance process, but challenges remained:

• Multiple login to different applications• Non integrated workflow• Manual reconciliation

Solution• Informatica MDM uniquely identifies counterparties and legal

entity hierarchies.• MDM system cross references exposures to each legal entity

and provides the ability to summarize these exposures.

Benefits• Compliance with Basel II requirements.

• Enables accurate calculation of capital requirements.• Better decision making by management due to greater

insight into businesses and associated capital costs.

Counterparties

Corporations

Ltd. Partnerships

Cities

Insurance Companies

Banks

Broker/Dealer

Lines ofBusiness

Ent. RiskMgmt.

End UsersBusiness Use

RiskAnalytics

CreditAnalysis

CapitalEstimation

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Fortune 50 Pharmaceutical Services CompanyEnterprise-wide Multidomain MDM for Operational Efficiency

Situation• Company had four key distinct business processes –

corporate account management, contract creation & administration, order to cash, rebates & reconciliation.

Business Problem• The four business processes were disconnected

• Health care professionals were not connected to accountsand contracts

• The accounts were not connected to orders and contracts• Unable to determine contract performance and execute

rebate payments.

Root Cause• Company had separate master data for each of the four

key business processes.• The master data lacked data quality and ownership.

Solution• Company developed five distinct core masters – customer,

affiliations, product and product hierarchies, list price, sales alignment.

• Master data is consumed through various applications including order entry, contracting by 14 operating companies.

Benefits• Create consistency and standardization across medical

devices and pharmaceuticals divisions.• Improved customer service efficiency and effectiveness.

• Ensure SOX validation and compliance.• Establish a master data foundation for contract excellence.

End UsersContracting

Order Entry

Compliance R&DMarketingSales

Order Entry Contracting

Warehousing/Analytics

Core Masters

Sales Alignment

Customers Affiliations

Product/Product Hierarchies

Pricing

Business Use

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Informatica MDM – Business CriticalThe Ultimate Measure of Software

Uptime

Accuracy

Reach

ROI

“Applications and even Trading Systems can have downtime – but the MDM Hub cannot go down…ever”

“Very few systems can measure their ROI in the billions…”

“If we miss a match, you’re risking people’s lives. It’s that simple…”

“Changing an application is hard - changing MDM requires redoing the entire IT landscape”

US Intelligence Organization

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Informatica Trust FrameworkTM

Sources(Reference or

Relationship Data)

Consumers(Master Reference or

Relationship Data)

Data Source

ETL

Msg Queue/Services

Landing

Data Consumer

Application

Data Warehouse

Rules-based Configuration Tools

Consolidation Process

Target Data Model

Metadata

Auto Merge

Match

Manual Merge

Un-Merge

Insert/Update

Insert/Update

New

Name

Product Address

Dynamic Cell-Level

Survivorship

Msg Queue

ETL

XML/SO

AP

Queued for Merging

Queued for Matching

Raw Reject

Staging

Application

Management

Rules

HierarchyValidation

State MgmtWorkflow

Event Trigger

Content

HistoryLineageX Ref

Trust ScoreAudit

Events

Informatica Master Data Process Flow

f(x)

f(x)

f(x)

Delta Detection andCleansing

Delta Detection andCleansing

f(x)

Apply Trust and Validation

Apply Trust and Validation

f(x)

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Multi-Deployment: Informatica Data ControlsPower your existing applications with MDM

• Informatica data controls deliver and leverage the benefit of MDM to Business Users on any application• CRM, SFA, ERP, Supply Chain and Legacy applications

• Capabilities:• Provides Master Data ‘In-Context’ for Business Users• Enhances the capabilities of existing application investments

• Examples:• Hierarchy Manager• History Viewer• Duplicate Detection

SFDC Account

IDC Hierarchy

Management Control

Internal & Channel Partner use only

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Multi-DeploymentWherever, Whenever, However…

MDM in the Cloud• Initial Loading

• Performance Bursting• User Acceptance Testing

• Partner-driven processes/data

Federated MDM• Different instances for various divisions (M&A, Regulatory,…) • Support cross-enterprise, cross-instance business processes

• Interoperability and Consistency

MDM as a Service• For Cloud Applications

• Shared dataset• Shared business process

• Value added services

Customer Product …

Internal & Channel Partner use only

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Why Customers Select Informatica for MDMComprehensive, Unified, Open, Economical MDM

Start small quickly and expand as needs grow• Comprehensive support for all MDM requirements – Data Integration, data

profiling, data quality, master data management, data services

Solve any MDM-related business problem• Unified MDM architecture for managing multiple data domains using multiple

architectural styles

Leverage existing technology investments and skills• Open support for heterogeneous applications from different vendors, legacy

systems, and both internal and external data stores

Realize faster time-to-value, lower TCO, and superior ROI• Rapidly implement and easily configure to quickly accommodate ever

changing business needs

Comprehensive

Unified

Economical

Open

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

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Vendor – Competitive Summary

InformaticaFirst Tier

(Golden Source, Asset Control)

Second Tier (Polar Lake, Cadis, Eagle

Pace)

Custom Solutions

OOB Data Model & Rules

OOB Data Feed integration

Specialized Financial Analysis Apps

Data Model and rules customization

Data Feed customization

Flexible business UI

Time to Value

License and TCO

Scalability and performance

Data Governance and Data Quality

Services / APIs / Integration

Multi-domain coverage

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FS - Reference Data Management

Comprehensive data model: ~ 75 entity types, ~ 12 instrument types, ~ 40 relationship types

Robust Rules Package - Data Quality, Match, Survivorship

Out-of-the-box business user interface

Out-of the box analyst interface

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Counterparty Reference Data

The Challenge• Inconsistent and inaccurate counterparty

information in existing risk applications• Inaccurate risk rating and analysis = higher

capital reserves• Non-compliance with Basel requirements

Informatica Advantage• Ability to access existing counterparty

information regardless of source and format• Identify and address unforeseen data quality

issues• Accurately recognize, resolve, and relate

counterparties to each other with detailed hierarchies

• Synchronize with downstream systems and databases

Expected Benefits• Consistent and accurate counterparty

information to improve credit risk exposure analysis and reporting

• Achieve Basel and other regulations

KEY BUSINESS IMPERATIVEImprove Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank Act)

Insurance Companies Broker/DealerLtd. Partnerships

Banks

Cities

Corporations

Insurance Companies

Broker/DealerLtd. Partnerships

Banks

Cities

Corporations

Existing Data

Data Integration & Data Quality

Data Stewards

Market risk Operational riskCredit risk

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Counterparty

DEF Mutual Funds----------------------

GHI Bonds----------------------

JKL Securities----------------------

MNO Mortgage----------------------

Portfolio Portfolio

Position Position

Counterparty A Counterparty B

Exposure

IssuerObligor

Centralize, manage, and manipulate Counterparty relationships providing a global view of exposure

Global Ultimate

Rating

Rating

SubsidiaryRating

Rating

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Managing Counterparty Reference Data with Informatica MDM

Existing Counterparty Data in Different Systems

Insurance CompaniesBroker/DealerLtd. Partnerships

Banks

Cities

Corporations

Insurance CompaniesBroker/DealerLtd. Partnerships

Banks

Cities

Corporations

• Golden Record• Legal Entity Identification

• Define Relationship Hierarchies

Insurance CompaniesBroker/DealerLtd. Partnerships

Banks

Cities

Corporations

Insurance CompaniesBroker/DealerLtd. Partnerships

Banks

Cities

Corporations

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

37Internal & Channel Partner use only

Competitor Customer Perception

Risk Informatica Differentiators

Hand-coding

Build an MDM solution using various data integration and data quality tools

• MDM is a complex problem and very expensive to build & maintain

• Companies that build their own solutions find they spend expensive resources to build case-level functionality that yield high cost and low value

• Pre-built, proven MDM product that can allow a customer to get rapid business value, while being able to support future requirements with a low TCO

IBMScalable transactional MDM readymade for banking and insurance

• Fixed, inflexible data model required extensive coding & customization resulting in high risk, big-bang implementations

• Speed to deliver during the sales cycle as well as post sale is hindered by their excessive resourcing to execute

• Informatica supports multiple data domains (product, customer, account etc..)

• Informatica MDM unifies all MDM requirements on the same platform

• Informatica is easy to configure and change to accommodate new business needs

Initiate (IBM)

Accurate matching with fast implementations

• Black box technology places continuous dependence on Initiate’s services for implementation and on-going maintenance

• Not proven for use beyond indexing

OracleIndustry-specific MDM solutions will enable faster go-live

• Multiple overlapping MDM products that only address a single problem (e.g. customer) and do not always work together

• Difficult to use and requires complex coding

• Immature Fusion MDM release

• Informatica supports multiple data domains • Informatica MDM unifies all MDM requirements on

the same platform• Because MDM relies on our platform, it works with

virtually any application or data source• Informatica is easy to configure and change to

accommodate new business needs

SAP Single provider of all enterprise software

• Least proven of all MDM products with Product Data heritage

• Customers face difficult adapting it for customer MDM since matching, merging and hierarchy management is poor

• Because MDM relies on our platform, it works with virtually any application or data source

• Informatica is easy to configure and change to accommodate new business needs

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

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MDM - EnablementQuick Start Education Services

INFORMATICA

• Quickstart Page >> • Resource Center >> MDM hubBusiness Data Director

4 day MDM Multidomain edition3 day for SIF1 day IDD for Business Users3 day Configuring IDD2 week IPS lead boot camp

Register >>More info >>

Support• Log Support Request• Documentation• Knowledge Base • How to Library

Professional Services• IPS if requiredEmail IPS for ramping

DELIVERY

beINFORMed >>Login RequiredNew Users >>

Virtual AcademyOn-SitePublic courses

Myinformatica >>Login RequiredNew Users >>

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Agenda

• Introduction

• MDM Features

• Reference Data Management Accelerator

• Competitive Intelligence

• Enablement

• Summary

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Pow

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ente

r / P

ower

Exc

hang

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XML

Exceptions

Pow

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ente

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eal T

ime

Metadata Manager

Applications

Legacy

Structured

Business

UsersInformatica Solution

DQ ScorecardB

2B D

ata

Exc

hang

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Applications

Legacy

CEPProactive

Monitoring

BI

MDM

MDM – Data Governance

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