Informatica MDM - Multidomain

Hemang Desai
Softpath

Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary

Proven Technology Leadership

No 1 Visionary in MDM

No 1 in Data Integration

No 2 in DQ

2011 MDM

2011 Data Integration

2011 Data Quality

Magic Quadrant

Magic Quadrant

Magic Quadrant

Leaders

Challengers

Leaders

Challengers

Leaders

Niche Players

Visionaries

Niche Players

Visionaries

Ability to Execute

Challengers

Niche Players

Visionaries

Source: Gartner Research (October 2011)

Source: Gartner Research (September 2011)

Source: Gartner Research (June 2011)

Completeness of Vision

Informatica Success Story:

Large Fashion Specialty Retail in the US
KEY BUSINESS IMPERATIVE
High Impact 1:1 Relationship Marketing.
The Challenge
Unable to achieve goals because company didnt
have a single view of the customer across
multiple channels, nor did they capture key
relationships across customers, products, and
employees.

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

International Media Giant

Enterprise MDM for Product Lifecycle Management

KEY BUSINESS IMPERATIVE

Enterprise MDM for Product Lifecycle Management.
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.

Product
Lifecycle
Theatrical
Release

Informatica MDM and Data Quality dramatically improved the

data governance of title information.

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.

Pay Per View

Digital Media
Creation &
Registration
Process
Content
Publishing

Informatica Company Confidential Do Not Distribute

ERP

Media Music
Mgnt Mgnt

Reporting

End Users
Sales &
Marketing
Editing ,
Content
Developers

Informatica Success Story:

Global 50 Leading Global Investment Bank
KEY BUSINESS IMPERATIVE
Enterprise-wide Multidomain MDM to Enable Straight through Processing.
Counterparties

The Challenge
Bank faced two key business challenges:

Global
Corporations

Maximizing trade automation (Straight-through processing)

Managing credit risk across clients and internal investments

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

Proven Enterprise Deployments

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

The Information Challenge

How to streamline and govern data across silos & providers

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

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Challenge Redefined: Data in Siloed Systems

User
Interface
CRM

Product Systems

ERP/Finance

Internet/Web

Others

Application
Logic

Data

Customer

Product

Product

Supplier

Customer

Location

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Breaking the Silos

User
Interface
CRM

Product Systems

ERP/Finance

Internet/Web

Others

Application
Logic
Service
Oriented
Architecture
Data

Customer

Product

Product

Supplier

Customer

Location

Master

Transaction

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Informatica Single Master Data Platform

User
Interface
CRM

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

Master Data Management

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Top business drivers for MDM

According to Gartner Survey

Internal & Channel Partner use only

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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

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Informatica Universal MDM

1

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

Data Profiling Data Services

Internal & Channel Partner use only

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Informatica MDM
An Integrated Solution
Applications

Operational

Master Data Management

Deliver Timely, Trusted, Relevant Master Data

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

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Informatica MDM Hub - Detailed Functionality

Hub API

Core Capabilities
Integrate

Data
Interaction

Consume
Govern

Data
Security

Secure

Near
Real-time

Batch

Schedule Group
Get Batch Group Status

Real-time

Sync

Federate

Get Matched Records

Set Record State

Data
Governance

Workflow

Row &
Column
Level Security

State Mgmt.

Party

Authorization

Product

Add Product Relationship

Delete Party Relationship

Party
& Product

Consolidate
Link

Match

Merge

Cleanse

Internationalization

Data
Transformation

Standardization
Multi-Entity

Model
Product

Search Party
Search Product

Get DnB Tree

Get Axciom ID

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

Proven and Pragmatic Approach to MDM

Start with MDM Hubs that can scale in many directions
Start small
anywhere

scale in many
ways
Transaction

Registry

3 mo

Coexistence

Consolidated

Client

CounterParty

6 mo

Risk & Exposure

8 mo

in months,
not
years

Across
different
styles

To
Securities,
Assets,
Locations

9 mo

Asset Management
Processes and
Employees

Across solutions

Across business divisions, geographies

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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

Counterparties
Customers

70% of FAs time spent on back office functions.

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.

Trustee Organization Growth

Retirement Income

Prospects

Individuals
Fin. Advisor
Services
Contact
Mgmt.

End Users

Same Day
Acct. Opening
Financial
Advisors

Computer
Telephony

Profiling

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Fortune 500 Financial Services Provider

Enterprise-wide Multidomain MDM to Support
Compliance
Situation

Counterparties

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.

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.

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Company

Enterprise-wide Multidomain MDM for Operational

Efficiency
Situation

Core Masters

Company had four key distinct business processes

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

Business Problem

Customers

Affiliations

Product/
Product Hierarchies

Pricing

The four business processes were disconnected

Health care professionals were not connected to accounts
and 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

Sales Alignment

End Users

Business Use
Contracting
Order Entry

Order Entry

Warehousing/
Analytics

Compliance

Sales

Contracting

Marketing

R&D

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.

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Informatica MDM Business Critical

The Ultimate Measure of Software
Applications and even Trading
Systems can have downtime but the
MDM Hub cannot go downever

Uptime

Very few systems can measure

their ROI in the billions

ROI

Accuracy

Reach

US
Intelligence
Organizatio
n

If we miss a match, youre risking

peoples lives. Its that simple
Changing an application is hard changing MDM requires redoing the
entire IT landscape

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Informatica Master Data Process Flow

Informatica Trust
FrameworkTM
Rules-based
Configuration
Tools

Sources
(Reference or
Relationship Data)

Queued for
Merging
Insert/
Update

Delta Detection and

Cleansing

f(x)

Msg Queue/
Services
Application

Un-Merge

Apply Trust and

Validation

Dynamic
Cell-Level
Survivorship

Events
Msg Queue

Name
New

Product

Data Consumer

Address

Insert/
Update

Metadata
Rules

Delta Detection and

Cleansing

Data Warehouse

Target Data Model

f(x)

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

Multi-Deployment: Informatica Data Controls

Power 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

26

Multi-Deployment
Wherever, Whenever, However
Federated MDM

Different instances for various divisions (M&A,

Regulatory,)
Support cross-enterprise, cross-instance business
processes
Interoperability and Consistency

MDM in the Cloud

Customer
Customer

Product
Product

Initial Loading
Performance Bursting
User Acceptance Testing
Partner-driven processes/data

MDM as a Service

For Cloud Applications

Shared dataset
Shared business process
Value added services

Internal & Channel Partner use only

27

Why Customers Select Informatica for MDM

Comprehensive, Unified, Open, Economical MDM
Start small quickly and expand as needs grow
Comprehen
Comprehensive support for all MDM requirements Data Integration, data profiling, data quality,
sive
master data management, data services

Solve any MDM-related business problem

Unified
Unified MDM architecture for managing multiple data domains using multiple architectural styles

Leverage existing technology investments and skills

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

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Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary

29

Vendor Competitive Summary

Informatica

First 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

30

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

31

Counterparty Reference Data

KEY BUSINESS IMPERATIVE
Improve Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank
Act)
The Challenge
Inconsistent and inaccurate counterparty
information in existing risk applications
Inaccurate risk rating and analysis = higher
capital reserves
Non-compliance with Basel requirements

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

Data Integration & Data Quality

Existing Data

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

Managing Counterparty Reference Data with

Informatica MDM
Existing Counterparty Data in
Different Systems

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

Single provider of all

enterprise software

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
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 Differentiators

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

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

Black box technology places continuous

dependence on Initiates services for
implementation and on-going maintenance
Not proven for use beyond indexing
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
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

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
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

Internal & Channel Partner use only

37

Agenda
Introduction
MDM Features
Reference Data Management Accelerator
Competitive Intelligence
Enablement
Summary

38

MDM - Enablement
Quick Start

Education

Services

INFORMATICA

Quickstart Page >>

Resource Center >>

MDM hub
Business Data Director

4 day MDM Multidomain edition

3 day for SIF
1 day IDD for Business Users
3 day Configuring IDD
2 week IPS lead boot camp

Register >>More info >>

Support
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Documentation
Knowledge Base
How to Library
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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

Exceptions MDM Data Governance

DQ
Scorecard

Data Quality

RDBMS

CEP
Proactive
Monitoring

MDM

PowerCenter Real Time

Structured

B2B Data Exchange

Legacy

PowerCenter / PowerExchange

BI

Applications

Legacy

Metadata Manager
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