Professional Documents
Culture Documents
MDM Presentation
MDM Presentation
Hemang Desai
Softpath
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
No 1 in Data Integration
No 2 in DQ
2011 MDM
Magic Quadrant
Magic Quadrant
Magic Quadrant
Leaders
Challengers
Leaders
Challengers
Leaders
Niche Players
Visionaries
Niche Players
Visionaries
Ability to Execute
Challengers
Niche Players
Visionaries
Completeness of Vision
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.
Results / Benefits
Improve customer loyalty, KYC, SAT,
Segmentation, Direct marketing, and Promotions.
Increase Revenue & Expand market share
Reduce IT operations costs
Channels
Full line Stores
Rack
Web
Credit Card
360-degree
View of
Customer
Household
Employees
Products
Items
Item Classes
Business Use
End Users
Customer SAT
Cross-sell/
Up-sell
Sales
Marketing
1-1 Marketing
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.
Product
Lifecycle
Theatrical
Release
Cable
Network
Films and
Television
Series
Back End
Systems/
Applications
Rights
Mgnt
Business Use
Results / Benefits
Informatica MDM and Data Quality improved the accuracy and
consistency of title information across the different systems.
Digital Media
Creation &
Registration
Process
Content
Publishing
ERP
Media Music
Mgnt Mgnt
Reporting
End Users
Sales &
Marketing
Editing ,
Content
Developers
The Challenge
Bank faced two key business challenges:
Global
Corporations
Medium
Businesses
Small
Businesses
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.
Results / Benefits
Increased client satisfaction due to quicker trade execution.
Risk managers are able to view risk concentrations from
any perspective.
$11M savings annually, freeing $300M to be invested
elsewhere.
Public Sector
Business Use
Trade
Settlement
Credit Risk
Management
Private Sector
End Users
Risk
Managers
Traders
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
Informatica MDM
Informatica 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
Merchandising
Human
Analytics
Resources
External
Data Providers
Price
Management
Customer
Experience
Supply Chain
Product
Partner
Orgs
Employee
Item
Organization
Organization
Pricing
Organization
Zone
Sales Rep
Consumer
Skills
Services
Data
Governance
10
Product Systems
ERP/Finance
Internet/Web
Others
Application
Logic
Data
Customer
Product
Product
Supplier
Customer
Location
11
Product Systems
ERP/Finance
Internet/Web
Others
Application
Logic
Service
Oriented
Architecture
Data
Customer
Product
Product
Supplier
Customer
Location
Master
Transaction
12
Product Systems
ERP/Finance
Internet/Web
Others
Application
Logic
Single View
of Customer
Data
Customer
Spend
Consolidation
Location
Compliance and
Risk Mgmt
Product
Supplier
Others
Customer
relationships
13
Why Informatica?
Horizontally Integrated Out-ofthe-Box
Only vendor whose platform integrates the 3 key areas,
Out of the Box
15
Why Informatica?
Vertically Integrated Out-ofthe-Box
A complete MDM product from data model up through UI
16
Data Domains
Customer
Household
Product
Architectural Styles
Registry
Consolidation
Organization
UniversalCoexistence Centralized
MDM
4
Uses
3
Deployment Modes
Data IntegrationData Quality
On premise
Hybrid
Cloud
Informatica MDM
An Integrated Solution
Applications
Operational
Applications
Model
Cleanse
Homegrown
Apps
Discover
External
Recognize
Deliver
Access
Master
Data
CROs
CROs
Analytical
Govern
Portal/
Dashboard
Third Party
Data
Relate
Data Marts
Resolve
Business
Data
Intelligence
Warehouse
18
Core Capabilities
Integrate
Data
Interaction
Consume
Govern
Data
Security
Secure
Near
Real-time
Batch
Schedule Group
Get Batch Group Status
Real-time
Sync
Federate
Data
Governance
Workflow
Row &
Column
Level Security
State Mgmt.
Party
Authorization
Product
Party
& Product
Consolidate
Link
Match
Merge
Cleanse
Internationalization
Data
Transformation
Standardization
Multi-Entity
Model
Product
Search Party
Search Product
Demographics
Open
Cleanse
Architecture
Enrich
Organization
Merge Records
UnMerge Records
Trust
Framework
Deterministic
& Fuzzy Logic
Party
Authenticate User
Register User
Authentication
Relate
Data
Mastering
Create Customer
Get Sales Transaction
Business
Interaction
Cleanse Address
Standardize Product Name
Metadata
Content
Configuration
History
Lineage
Match
Survivorship
Validation
Rules
Get Party
Add Product
19
scale in many
ways
Transaction
Registry
3 mo
Coexistence
Consolidated
Client
CounterParty
6 mo
8 mo
in months,
not
years
Across
different
styles
To
Securities,
Assets,
Locations
9 mo
Asset Management
Processes and
Employees
Across solutions
20
Business Problem
Counterparties
Customers
Root Cause
Account-centric instead of customer-centric view.
Accounts
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.
Retirement Income
Prospects
Individuals
Fin. Advisor
Services
Contact
Mgmt.
End Users
Same Day
Acct. Opening
Financial
Advisors
Computer
Telephony
Profiling
21
Counterparties
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.
Corporations
Cities
Banks
Ltd. Partnerships
Insurance
Companies
Broker/Dealer
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
Business Use
End Users
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.
Risk
Analytics
Capital
Estimation
Credit
Analysis
Lines of
Business
Ent. Risk
Mgmt.
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.
22
Company
Core Masters
Business Problem
Customers
Affiliations
Product/
Product Hierarchies
Pricing
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
Sales Alignment
End Users
Business Use
Contracting
Order Entry
Order Entry
Warehousing/
Analytics
Compliance
Sales
Contracting
Marketing
R&D
23
Uptime
ROI
Accuracy
Reach
US
Intelligence
Organizatio
n
24
Sources
(Reference or
Relationship Data)
Queued for
Merging
Insert/
Update
f(x)
Msg Queue/
Services
Application
Un-Merge
Dynamic
Cell-Level
Survivorship
Events
Msg Queue
Name
New
Product
Data Consumer
Address
Insert/
Update
Metadata
Rules
Data Warehouse
f(x)
Match
Queued for
Matching
f(x)
Reject
Managemen
t
Manual Merge
XM
L/S
OA
P
Data Source
Auto Merge
ET
L
f(x)
Raw
(Master Reference or
Relationship Data)
Consolidation Process
Staging
Landing
ETL
Consumers
Hierarchy
Validation
State Mgmt
Workflow
Event Trigger
Content
History
Lineage
X Ref
Trust Score
Audit
Application
25
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
Multi-Deployment
Wherever, Whenever, However
Federated MDM
Customer
Customer
Product
Product
Initial Loading
Performance Bursting
User Acceptance Testing
Partner-driven processes/data
MDM as a Service
Unified
Unified MDM architecture for managing multiple data domains using multiple architectural styles
Open
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
Economic
al
Rapidly implement and easily configure to quickly accommodate ever changing business needs
28
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
29
First Tier
(Golden Source,
Asset Control)
Second Tier
(Polar Lake,
Cadis, Eagle
Pace)
Custom Solutions
30
31
Credit risk
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
Market risk
Operational risk
Data Stewards
Cities
Corporations
Cities
Banks
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Corporations
Banks
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
32
Counterparty
Centralize, manage, and manipulate Counterparty relationships
providing a global view of exposure
Rating
Exposure
Counterparty B
Counterparty A
Global Ultimate
Rating
Position
Position
Rating
Subsidiary
Portfolio
Portfolio
Obligor
Issuer
DEF Mutual Funds
---------------------
GHI Bonds
---------------------
JKL Securities
---------------------
MNO Mortgage
---------------------
Rating
33
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Banks
Corporations
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
Cities
Corporations
Banks
Golden Record
Legal Entity Identification
Define Relationship Hierarchies
Insurance
Companies
Ltd. Partnerships
Broker/Dealer
34
35
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
36
Competitor
Customer
Perception
Risk
Handcoding
Build an MDM
solution using various
data integration and
data quality tools
IBM
Scalable transactional
MDM readymade for
banking and
insurance
Initiate
(IBM)
Accurate matching
with fast
implementations
Oracle
Industry-specific MDM
solutions will enable
faster go-live
SAP
Informatica Differentiators
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
38
MDM - Enablement
Quick Start
Education
Services
INFORMATICA
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Business Data Director
Support
Log Support Request
Documentation
Knowledge Base
How to Library
Professional Services
IPS if required
Email IPS for ramping
DELIVERY
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39
Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary
40
formatica Solution
Busines
s
Users
Applications
XML
Data Quality
RDBMS
CEP
Proactive
Monitoring
MDM
Structured
Legacy
PowerCenter / PowerExchange
BI
Applications
Legacy
Metadata Manager
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