Informatica MDMMaster Your Data. Master Your Business.

Suresh MenonVice President, Product Management –Information Quality Solutions

May 1, 2015

3

• Data not standardized• 4 people across 4 departments have 6 different answers

• Data suffers from duplication• Did they get this service 4 times, or was it entered 4 times?• (No, 2 people went twice to see 2 different devices)

• Hierarchy not universally understood• This supplier is not approved due to parental ownership (China),

but we’ve been sourcing material without traceability for 3 years.

• Data linkage and lineage does not exist • Who is the data steward ? • What is the approval process to fix the data ?

Why do we need Master Data Management?

4

Companies

The Hard Truth is That Data Degrades

• 240 businesses will change addresses

• 150 business telephone numbers will change or be disconnected

• 112 directorship (CEO, CFO, etc.) changes will occur

• 20 corporations will fail

• 12 new businesses will open their doors

• 4 companies will change their name

Source: D&B, US Census Bureau, US Department of Health and Human Services, Administrative Office of the US Courts, Bureau of Labor Statistics, Gartner, A.T Kearney, GMA Invoice Accuracy Study

• 5,769 individuals in the US will change jobs

• 2,748 individuals will change address

• 515 individuals will get married

• 263 individuals will get divorced

• 186 individuals will declare a personal bankruptcy

Individuals

Master data changes at rate of 2% per month.

Products

• On average 20% duplicates in product data

• 90% of new product introductions fail

• Retailers lost 40 billion or 3.5% of total sales lost each year due to item info inefficiencies

• 60% error rate for all invoices generated

• Global Data Sync will realize 30% lower IT costs

In one hour… In one hour… In one year…

Compounded, 2% monthly change is 27% per year, 61% in two years, 104% in three years!!!

The Information ChallengeHow to Synthesize and Govern Data Across Silos and Providers?

5

Application LegacyCloud Computing Unstructured Third Party Data

CITIZENLOCATION PROVIDER ENTITYPATIENTPATIENTCITIZEN LOCATIONPROVIDER ENTITY

DataGovernance

?

Waste, Fraud,and Abuse

Food & Drug Testing & Safety

Education Other MissionsHealthcareManagement

The Information ChallengeHow to Synthesize and Govern Data Across Silos and Providers?

6

Application LegacyCloud Computing Unstructured Third Party Data

CITIZENLOCATION PROVIDER ENTITYPATIENTPATIENTCITIZEN LOCATIONPROVIDER ENTITY

No View ofInteractions

3

No View ofRelation-

ships

2

No SingleView

1

DataGovernance

?

Waste, Fraud,and Abuse

Food & Drug Testing & Safety

Education Other MissionsHealthcareManagement

MDM Improves Critical Business Processes

MDMSTUDENTS

INSTITUTION

PROVIDER

LOCATION

Application LegacyCloud Computing Unstructured Third Party Data

Impact HealthcareOutcomes

Ensure Consumer Protections

Improve &Shape Public

Policy

Detect & StopWaste, Fraud,

& Abuse

InteractAcross

Agencies

Advanced Insight Drives Improved Outcomes in…

8

Waste, Fraud,and Abuse

Food & Drug Testing & Safety

Education Other MissionsHealthcareManagement

•Understand educational best practices, risk factors, impactful programs,

•Improve drug tracking

•Secure food chain

•Track clinical trials

•Automate and improve patient identification

•Track all payers

•Establish Health Information Exchange

•Single view of veterans, soldiers

•Uncover wasteful spending

•Implement Do Not Pay

•Detect financial crimes

•Provide 360-degree of benefits & services

•Cross-Agency intelligence data mgmt

•Streamline procurement and maximize discounts

400+ Customers, More than 50% are Fortune 500 % Global 500 companies

Introducing Informatica MDM

Informatica Intelligent MDM empowers organizations to deliver business value with complete and accurate views of business-critical master data – data about customers, products, suppliers and locations – as well as a trusted view of all customer relationships and their interactions across the enterprise.

Stellar Track Record Proven in Numerous Deployments

3+ Months Customer Deployments

#1 in Customer Loyalty – 9 years in a row

35+ IndustriesBanking, Insurance, Life Science, Healthcare, High Tech, Oil & Gas

100+ Business SolutionsTotal Customer Relationship Asset Data management

Master Data Management Operational

Analytical

CIF Legacy Systems

DataWarehouse

Data Marts

Portal/ Dashboard

Business Intelligence

Legacy Systems

Applications

Applications

Legacy

Third PartyData

Cleanse

Del

iver

Dis

cove

r

Recognize

Resolve

Relate

Access

Master

Data

Deliver Timely, Trusted, Relevant Master Data

Model

1

2

3

4

5

6

7

8

How Does Informatica Help Customers with Master Data Management?

Govern9

Informatica MDM Core CapabilitiesGovern

Cleanse

Model

Access

Resolve

Recognize

Discover

Relate

Deliver

AddressStandardization

IntegratedData Quality

Open Cleanse Architecture

Deterministic& Fuzzy Logic Internationalization

Merge Trust Framework

Party& ProductParty Product

All DataSources

Batch or Real-time

All Data Formats

BPMWorkflows

Data Stewardship

Unmerge

SyncBusiness

Interaction

3

1

2

4

5

6

7

9

8 Proactive Monitoring

Monitoring & Scorecard

Profiling Analysis Discovery

Dynamic Data Masking

EmbeddedDI

Google Like Search

CompositeObjects

& Services

Single or Multidomain

Customer Product

Metadata

Content ConfigurationHistoryLineage

MatchSurvivorship

Validation Rules

Federate

Discover

Key requirements for success:• Discover and document all

anomalies in the data• Catalog issues in completeness,

conformity, consistency, accuracy, duplicates, dependencies

• Determine master data model

Discover DataProfiling

1313

Data Profiling

13

UniquenessDatatypeNullsMin/Max

• Informatica Analyst Tool

• Part of MDM User Screens

• Non-technical tool for identifying data issues

Discover

• Collaboration

Model

Model MasterDataManagement

Key requirements for success:• Multiple types of data domains

(Customer/Party, product & service, agreement, organizational unit, channel, finance/accounting, asset, reference tables)

• Limit data model complexity to business needs, consequently rapid implementation and lower maintenance overhead

• Robust metadata tracks all history, linage & cross references

• Configure driven approach to delivering master data as per the context of identified consumers

Access

Key requirements for success:• Access master data from variety

of internal and external sources of maser data

• Ability to on-board data both in batch and real-time

• Simplified development and administration powered by enterprise grade performance and scalability

• Interoperable metadata and reusable business rules

Access DataIntegration

Cleanse

Key requirements for success:• Integrated data cleansing and

data enrichment capability during data onboarding

• Address standardization• Data monitoring and reporting• SOA based access to DQ rules• Conditional Formatting• Validation rules• Data Conversion, Noise removal,

Transformation• Open cleanse architecture

Cleanse DataQuality

1717

Rules – Build Once, Deploy Anywhere

17

• Visual Mapping

• No coding

• Create rules or leverage existing

• Informatica Data Quality (IDQ)

• Cleanse, Standardize, and Validation Rules

• For incoming source data or inputs through user screens

Cleanse

181818

Data Scorecards• Graphical views of your source data’s quality

• Shows point-in-time and over a period to show trending

• Allow for proactive notification when data quality is impacted or changes

• Reporting capability

You set the metric levels

See trends over time

Recognize

RECOGNIZERecognize Master

DataManagement Key requirements for success:

• Identify candidates for matches across multiple systems based on configurable rules

• Determine match, non-match based on user defined thresholds

• Queue questionable matches for manual review

• Easy to search and locate master data, apply post search filtering

• Ability to offload large volume, process intensive matching and linking to Hadoop

Louis Valdes

RECOGNIZE

CRM ERP

Luis Valdez

2020

Informatica MDM HubCore Capabilities: Recognize

• Identify candidates for matches across multiple systems based on configurable rules

• Determine match, non-match based on user defined thresholds

• Queue questionable matches for manual review

RECOGNIZE the entity accurately across multiple systems

Resolve

• Out of the box capability• Non-technical configuration of

match rules and rule sets

Recognize

Resolve

Products: • Informatica MDM

Key requirements for success:• Automated and manual support

for merging records into ‘golden profile’ based on matching thresholds.

• Survivorship of reliable and trusted data at the cell level, based on configurable rules

• Persist history and lineage of changes enabling users to view complete life cycle of golden records

RECOGNIZEResolve Master

DataManagement

Luis Valdez Louis ValdesRESOLVE

CRM ERP

Luis Valdez

2222

Informatica MDM HubCore Capabilities: Resolve

• As necessary, matched records are merged to a “golden record”

• The most reliable attributes are selected to survive, at the cell level, based on configurable rules

• All history and lineage of changes is kept

RESOLVE

United TechXREF

Pratt and W

Sys A

RESOLVE data conflicts among the systems into a trusted source of truth Lycoming

Sys B

Resolve

• Automates merge resolution to reduce match effort

• Out of the box data steward screens and workflow process

2323

Informatica MDM HubAssembling the Best Version of Truth

Address

57 rue du Foubourg

6th and Marquette

123 Main St

City

Paris

Minneapolis

New Haven

Zip

75003

55405

State

MN

CT

Company Name

IXIS CIB

Mitsubishi Coatings

GE Medical

SFA_ID #

21399

50382

62098

Ticker Symbol

WFC

GE

SIC Code

6021

6021

3511OHM

Rating

Baa

AAA

Aaa

Country

US

US

FR

Bank Name

Union Materials.

General Electric

IXIS Corporate & Investment Bank

Account #

30803850041

00510464002

91713850028

As of Date

8/26/1950

6/15/1978

4/30/1953

Liquid Assets

$190,157

$383,522

$559,934

Equity

$3,342

$40,666

$109,354

Total Assets

$207,059

$481,741

$673,342ORCL Fin

ADDR1

Elm and Carlton Streets

123 Main Street

57, rue du Foubourg

CITY

Minneapolis

New Haven

Paris

ADDR5

50423

14263

75003

ADDR4

MN

CT

FULLNAME

Union Bank of California

General Electric Company

IXIS Material Echange

SWIFT #

308-03-8500

005-10-4640

917-13-8500

COUNTRY

USA

USA

FranceFixed Assets

Liquid Assets

$190,157

$190,157

$383,522

Equity

$3,342

$3,342

$40,666

Public

Y

Y

Y

Credit Rating

AAA-

AA-

AAA

Domicile

France

USA

USA

Party Name

IXIS Corporate Private Equity

3M

General Electric Company

As of Date

1/31/2006

3/27/2006

4/15/2006

Total Assets

$207,059

$207,059

$481,741

Industry

6021

6021

3511

Golden Record

Resolve

2424

RELATE

Informatica MDM HubCore Capabilities: Relate

• Bring together relationships from different applications and systems

• Create and manage a rich set of multiple hierarchies for different purposes

• Maintain history and lineage of relationship changes

Luis Valdez Julia Smith

Employed by

Spouse

RELATE people, locations, products, and organizations from different sources

Clinical Mgmt

Luis ValdezXREF

Relate

Deliver

Key requirements for success:• Publish reliable master data to both

operational and analytical systems• Gain an unified view of master data and

related transactional data• Deliver master data to business

applications built for data intensive business processes.

• Identify risks before they harm with proactive monitoring of master data

DeliverDataServices

MasterDataManagement

DataIntegration

Composite Object

Composite Services

Base Object Business Object

Applications Entity 360 Portal UI Applications MDM Powered Apps

Composite Objects and Composite Services

EJB & REST based Interfaces

Composite Object

Base Object Business Object

Entity360 – Data Details View

Callouts – Important, time-or context-sensitive data surfaced to user

MDM Match Candidates list view

Related MDM Children list view

Callouts – Important, time-or context-sensitive data surfaced to user

Images and rich media associated with MDM Entity displayed in view

Data view

Smart Search

Govern

Key requirements for success:• Enable collaboration among

business data stewards and line of business users via configurable workflows

• Allow data stewards to quickly resolution matching records

• Merge duplicates and manage hierarchies

• Track master data lineage and history

• Continuous monitoring of master data quality and DQ scorecards

• Protect personal and sensitive master data to reduce risk of data breach

Louis Valdes

GovernMasterDataManagement

DataQuality

3030

The history shows a change in ownership at a point in time.

3131

Dashboards Help You Monitor Progress(Data…Service…Risk – this is an ongoing process)

3232

Modify, Manage, and Monitor

Apply• Standardization & Validation• Matching & Consolidation• Exception Management• Data Lineage• Scorecards

AdministratorManager AnalystSteward Architect Developer

3333

Modify, Manage, and Monitor

Apply• Standardization & Validation• Matching & Consolidation• Exception Management• Data Lineage• Scorecards

Manager AnalystSteward

Collaborators

Embedded BPM

Single Step Approval

Single Step Review& Approval

Multi Step Approval

Match & MergeReview Process

Notifications

ApprovalUn Match Review Process

24 HrTimeout

Workflow Options

DataSteward

Analysts

BusinessSteward

IT Leaders

Notifications

Timeout Steps Automated Re-routing

Parallel Approval

3535

Data Model

Flexible Business Model-driven MDM

• Flexible approach to data model

• Automatically generated services

• Configurable user interface, workflow

Flexible, Client-driven MDM(Informatica)

An adaptive approach that relies on configuration based on unique requirements

Adapting to Your Requirements

CitizenOrganization

Agency

Services

User Interface

3636

Data Model

Flexible Business Model-driven MDM

• Flexible approach to data model

• Automatically generated services

• Configurable user interface, workflow

•Changes regenerate services, UI

•Lower TCO

Flexible, Client-driven MDM(Informatica)

An adaptive approach that relies on configuration based on unique requirements

Adapting to Your RequirementsCitizen

OrganizationAgency - Servicer

Services

User Interface

Remediator

A

Enhancing Big Data with trusted Master dataBig Data Relationship Management

+Master DataManagement

Data lake

Accumulo

MDM creates context for big data Master data provides trusted information and links/aggregates seemingly unrelated information

Big Data enriches MDM Big data provides new insights from non-traditional sources to enrich master data

Big Data Relationship Management

38

Data Source1 Big Data Relationship Management

2 Services3

PC BDE

HDFS

Fuzzy Index

Recognized Industry Leader by Analysts

39

Fastest Growing MDM VendorMDM Revenue Growth: Informatica (+27.5%), IBM(+10%), Oracle(+10%), SAP(-12%), Tibco (-10%)MDM Customer Growth: Informatica (+75), IBM (+60), Oracle (+33), SAP (Not Reported), Tibco (+21)

- Source: Gartner MQ for MDM of Customer Data 2014

Thanks!