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13 June 2017 © COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED. Damon Feldman, PhD, Solutions Director, MarkLogic The ODH Pattern, the Data Hub Framework and a Case Study The Unique Approach and Value of the Operational Data Hub

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Page 1: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.

Damon Feldman, PhD, Solutions Director, MarkLogic

The ODH Pattern, the Data Hub Framework and a Case Study

The Unique Approach and Value of the Operational Data Hub

Page 2: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 2 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 2

What is an Operational Data Hub?§ Operational

- Real-time - “Run the business”

§ Data- Data Services

§ Hub- Hub and Spoke data integration

- Centralized operations and access- Governance, Security

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SLIDE: 3 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 3

Data Silos§ A group of different storage systems with different data

§ Typically good systems suited to one task or within one department

- Not suited to enterprise-wide tasks

§ Shows up as slow, painful or puzzling rate of development

- Reports

- Analyses

- New applications

- Cross-application functionality

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SLIDE: 4 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 4

Data Silos – One Example

§ Yeah, but….- Disability status in one DB (mainframe)- Work programs in another (SQL Server)- Some notices already sent

- Finally – where should we put the new notices? Removal events?

§ Data silos show up as slow, painful or puzzling rate of development

“Who’s on food assistance, but can work, but isn’t? Meaning, they are not caring for children in the home, neither disabled nor homeless. They’re of working age, not pregnant.

Otherwise, check their work and training activities, notify them, or end benefits.

“ABAWDS”

Page 5: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

VernonPreviously unable to find high-paying work

Supporting a young son

Retrained as an energy retrofit installer

Vernon said he plans to continue furthering his career and being an example for his son and those around him. “The sky is the limit. Life is beautiful. It’s on you to choose your outcome.”

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SLIDE: 6 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 6

Silo 2

ABAWD Data Flow§ Data from multiple silos§ OLDP + Reporting/BI

§ Follows the Customer 360 pattern

Data Loader

Ingest Fuzzy Search

Operational Data hub

Summary List

Person Details

Type Ahead

Real-time Access

Silo 1

Middle Tier

REST

Silo 3

ReportingPerson

360 Entity

Work Activities

SQL Server CSV

Human Services

DB2 Mainframe

ExcelNotice History

.xlsx files

Interview, Review & Notify

ProgressD

emographics

Res

ult/S

tatu

s/N

otic

es

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SLIDE: 7 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 7

ABAWD Application Screenxxxxxxx

abawd

Page 8: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 8 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 8

Operational Data Hub Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

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SLIDE: 9 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 9

Operational Data Hub Pattern – Not a One Way Flow

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

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SLIDE: 10 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 10

ABAWD Processing - Operational Data Hub Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

Ingest raw data as-isAll formats from all systems

Work Activities

Human Services

ExcelNotice History

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SLIDE: 11 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 11

ABAWD Processing - Operational Data Hub Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

Immediately use raw dataFast joins and lookupsMetadata with the dataSecurity from day 1

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SLIDE: 12 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 12

ABAWD Processing - Operational Data Hub Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

Move toward entitiesCentralize transformsMPP scale

Person 360 Entity

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SLIDE: 13 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 13

ABAWD Processing - Operational Data Hub Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

Serve data to any consumerIn many formats / “lenses”MPP scaleExports

Interview, Review & Notify

ProgressDemographics

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SLIDE: 14 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 14

Key Aspects of the ODH Pattern

MESSAGEBUS

RDBMS

CONTENTFEED

ING

EST

ANALYTICALAPPS

OPERATIONAL APPS

DOWNSTREAMSYSTEMS

SERV

E

STAGING(RAW DATA AS IS)

FINAL(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

• Transactional + analytic• Streaming + batch• Agile model / no up-front model

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SLIDE: 15 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 15

Deeper Dive : Operational Data Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model

§ Data Lenses

§ Combined Operational and Analytic workloads

§ Governance

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SLIDE: 16 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 16

Deeper Dive Into The Operational Hub Pattern§ Movement§ Harmonization§ Indexing§ Security§ Agility§ Multi-model

§ Data Lenses

§ Combined Operational and Analytic workloads

§ Governance

Key Differentiating Factors

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SLIDE: 17 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 17

Demystify Some Terms

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y Star/Cols Maybe Y

Operational Data Hub Y Y Y Y Y

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SLIDE: 18 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 18

Agility vs a Data Warehouse

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y N Maybe Y

Operational Data Hub Y Y Y Y Y

§ Failed migration mainframe è RDBMS§ MarkLogic succeeded – in 6 months§ Keys to success

§ A little bit of canonical data - 30%§ A lot of raw data – 70%§ Powerful search + query on all data

Government Mainframe Migration

Page 19: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 19 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.Congratulations!

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SLIDE: 20 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 20

Security vs a Data Lake

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y N Maybe Y

Operational Data Hub Y Y Y Y Y

§ Cannot expose PII to the public§ Yet need all data for the Government

§ Used Flexible Replication + Redaction§ Could also (now) use Element-Level Security

§ Takeaway: Integration requires Security

Fairfax County Land Use (LDIP)

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SLIDE: 21 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 21

Agility vs. Federation

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y N Maybe Y

Operational Data Hub Y Y Y Y Y§ Message traffic from dozens of sources§ Federation using MarkLogic for data storage§ All messages are tracked, de-bulked, de-identified

§ Schema agnostic§ Envelope with standard header

HealthCare.gov Data Services

Page 22: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 22 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 22

Demystify Some Terms

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y N Maybe Y

Operational Data Hub Y Y Y Y Y

Page 23: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 23 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 23

Deeper Dive Into The Operational Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model§ Data Lenses

§ Combined Operational and Analytic workloads

§ Governance

Page 24: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 24 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 24

Multi-Model§ Data Hubs are about Integrating data “as-is”

- Documents- RDF (graph, triples, ontologies)- Relational - Text- Geospatial- Binary

§ First-class support- Index & Query- Standard languages for query and transform- Parse, validate. stream

BOLO List DB Suspected

Terrorists

Whitehall Knife Suspect

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SLIDE: 25 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 25

Deeper Dive Into The Operational Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model

§ Data Lenses§ Combined Operational and Analytic workloads

§ Governance

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SLIDE: 26 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 26

Data Lenses§ Data Lenses are about getting

data out “as-needed”

- Store in one format- See data in four ways

§ Declarative (TDE)§ Transform / schema on read§ Transactional

§ Secure§ Everything works with everything

SEARCH SQL SPARQL

LENSES

DOCUMENTS(JSON OR XML)

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SLIDE: 27 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 27

Deeper Dive Into The Operational Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model

§ Data Lenses

§ Combined Operational and Analytic workloads§ Governance

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SLIDE: 28 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 28

Data Modeling Cost: OLTP + Analytic

§ Operational vs. Analytical

§ Most people accept this cost, but why?

Work Activity

Disability & Human Services

Notice History

MDM

Data Marts

ABAWD Progress

Case Worker Monitoring

Operational“Run the Business”

Analytics“Observe the Business”

ING

ESTSTAGING

(RAW DATA AS IS) FINAL

(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

SERV

E

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SLIDE: 29 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 29

ABAWD: OLTP + Analytic

ING

ESTSTAGING

(RAW DATA AS IS) FINAL

(HARMONIZED, INDEXED DATA)

SOURCE 1 DOCUMENTS

SOURCE 2 DOCUMENTS

SOURCE NDOCUMENTS

ENVELOPED DOCS (ENTITY 1)

ENVELOPED DOCS (ENTITY 2)

ENVELOPED DOCS (ENTITY N)

HA

RM

ON

IZE

INDEX, SEARCH, DISCOVERY, &

HARMONIZATION

INDEX, SEARCH,& SERVICES

f(x)

Work Activity

Notice History

Disability & Human Services

SQL Reporting & BI

Transactional ABWDProcessing App

Person Relationships

Export to Federal

Transactional (OLTP)

Person Finder / Agile Mastering

SERV

ERDF SPARQL

SQL

CSV Transform

Document Access

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SLIDE: 30 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 30

Deeper Dive Into The Operational Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model

§ Data Lenses

§ Combined Operational and Analytic workloads

§ Security (again)§ Governance

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SLIDE: 31 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 31

Security§ Integration should improve security (not harm)

§ Need security to share data

§ Default method – hard shell security

§ Leads to scattered security enforcement

Child Welfare

Child Support

Benefits

Case Review

Case workers

DBAs

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SLIDE: 32 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 32

Security

§ Centralized Security- Internal and External threats

- Governable

- Shared fields, records, roles, configuration

Child Welfare

Child Support

Benefits

Case Review

Case workers

DBAs

Centralized Security

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SLIDE: 33 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 33

Deeper Dive Into The Operational Hub Pattern§ Movement

§ Harmonization

§ Indexing

§ Security

§ Agility

§ Multi-model

§ Data Lenses

§ Combined Operational and Analytic workloads

§ Security (again)

§ Governance

Page 34: 2017 MLW CHI The Unique Approach and Value of the ... · The Unique Approach and Value of the Operational Data Hub. ... It’s on you to choose your outcome. ... Silo 2 ABAWD Data

SLIDE: 34 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 34

Governance§ Centralize and control

- Security

- Transforms

- Data quality

- Auditing

- Data models

§ Richer data = more governance

- Data and Metadata together

- Bi-temporal and temporal tracking

§ Archiving, Lineage, Tracking

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SLIDE: 35 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 35

Data Warehouse Governance

Approach Movement Harmonization Indexing Security Agility

Data Lake Y Possible N N Some

Federation/Virtual DB N Y Delegated Delegated NO

Data Warehouse Y Y Y Some NO

Data Hub Y Y N Maybe Y

Operational Data Hub Y Y Y Y Y…. Governance/ HealthCare.gov – lots of data cleanups. MarkLogic tracks “audit” information to provide history and lineage for all changed data. The old and new data is always tracked – with zero modeling.

§ Failed Migration from a mainframe to a relational Oracle System§ CSV files existing for about a dozen data sources§ MarkLogic implementation – 6 months§ Keys to success

§ Standardized, canonical ”header” in an envelope§ Powerful search + query on all data§ Generic display of 70% of the data + Specific display of 30%

Government Mainframe Migration

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SLIDE: 36 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.SLIDE: 36

The Big Picture§ Operational Data Hub pattern is an Enterprise pattern

- Above single-system architecture level

- Initial focus on integration of systems, not specific systems

§ Move Data Concerns to the Data Layer

- Secure, govern, track history, check quality, track changes

- Transform, join, project via lenses

§ Combine operational and analytic functions

§ Write back and OLTP storage

- For cross-line-of-business data

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SLIDE: 37 13 June 2017© COPYRIGHT MARKLOGIC CORPORATION. ALL RIGHTS RESERVED.

Questions and Discussion