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EDW Webinar: Designing Master Data Services for Application Integration

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Although in general the presumption of “MDM success” is predicted on the population of a master repository, the real challenge lies in establishing the ways that the master data asset can be …

Although in general the presumption of “MDM success” is predicted on the population of a master repository, the real challenge lies in establishing the ways that the master data asset can be integrated and used across the enterprise. For any master data environment to be a true success, once real customers have been identified you must provide an integration strategy for using MDM to meet specific application needs.

In many cases, though, even if a business area wanted to use the system, the application layer for providing access and utilization of the master data asset is poorly-defined and implemented, often requiring a design and development effort from scratch. The perceived delay in accessibility then discourages the potential consumer, who will defer using the MDM system and instead select a different alternative.

In this webinar, I will discuss how anticipating typical master data usage scenarios and understanding how to enable ways of interfacing with the master repository, you can devise and design the components of a solution architecture template to be used as the starting point for master data integration.

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  • 1. Designing Master Data Services for Application Integration David Loshin Knowledge Integrity, Inc. www.knowledge-integrity.com © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 1
  • 2. Consolidation: The Typical Approach to MDM  Motivating factors have largely focused on consolidation of data into a single repository rather than how shared master data is to be used Customer Service Finance Sales Marketing Financial Data Customer Data Human Resources H/R Data Sales Data Legal Data Marketing Data Legal Fulfillment Data Centralized Repository © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 Fulfillment ? 2
  • 3. Why Consolidation Should Not Drive MDM Integration Loss of Knowledge Loss of Meaning Organizational Misalignment No Migration Plan No Process Governance Missing User Input “YADS” Cloud Issues Master Data Consolidation © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 Shadow IT 3
  • 4. Migration Strategy for Sharing Master Data  As the master registry/hub are brought online, there must be plans for migrating functional applications to the MDM environment to benefit Finance Sales Marketing Service H/R Transactions Compliance H/R Data Transaction Data Compliance Data Master Data Financial Data Sales Data Marketing Data Service Data © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 4
  • 5. Consider Typical Master Data Use Cases   Presumes the existence of a master data repository, index, and identity resolution capability Support for operational and analytical activities, such as:      Satisfy data management and governance policies, such as:     Managed assignment of unique identifiers Search and retrieve unified views of entity information Managing relationships Managing identifier cross-reference Batch matching services Duplicate analysis and elimination Data standardization/cleansing Enable Queries, Reporting, Analysis    Direct queries JOINs against other resources Feeding analytics applications © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 5
  • 6. Master Data Services Stack Search/Retri eve Entity Assign EID Enrichment Reconcile Identities Governance Merge Standardize/C leanse Bulk/Batch Bulk CrossReference Identity Services Split Bulk Match/Resol ution Relationship Management Bulk Update Relationship Management Generate EIDs Find ID X-Ref Break Relate Data Management Search Retrieve Update Create Deactivate Matching/Identity Resolution Data Access Entity Indexes Entity Repositories © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 Entity Relationships 6
  • 7. Master Entity Repositories Entity Indexes Entity Repositories  Instantiated repositories     Entity Relationships Profiles Relationships Index Consider typical data interactions supporting enterprise use of master data:     Ingestion Profiling Probabilistic matching Internal master data services for management of repository © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 7
  • 8. Data Access Data Access  Enable access to shared master data transparently to service layers    Direct access to physical data repository Virtualized/federated access to conceptual master repository Query access   SELECTs JOINs © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 8
  • 9. Core Services Governance Merge Identity Services Split Relationship Management Generate EIDs Find ID X-Ref Relate Break Data Management Search Retrieve Update Create Deactivate Matching/Identity Resolution  Matching/Identity Resolution   Data management       Algorithms for probabilistic matching Identity search (probabilistic search, key-based search, similarity scoring) Register/create a new master entity record Access master entity record Update master entity record Deactivate a master entity record Identity Services   Guarantee the generation of unique identifiers Manage cross-reference of internal and external identifiers © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 9
  • 10. Core Services Governance Identity Services Merge Split Relationship Management Generate EIDs Find ID X-Ref Relate Break Data Management Search Retrieve Update Create Deactivate Matching/Identity Resolution  Relationship management     Find all relationships associated with an entity Relate two or more entities and associate nature of relationship Break/deactivate a relationship Governance   Merge two records when they can be determined to represent the same entity Split a record into multiple records when it can be determined that there is a false positive © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 10
  • 11. Application Services Search/Retri eve Entity    Bulk Match/Resol ution Invokes core search, retrieve, or create Provide unique entity identifiers Data standardization Alignment of otherwise-assigned identifiers for cross-referencing Cleansing Batch Services     Standardize/C leanse Bulk/Batch Bulk CrossReference Enrichment   Enrichment Reconcile Identities Assign EID   Relationship Management Search/Retrieve Entity   Assign EID Deliver result set of master records matching a provided set of candidate identities Apply batch updates Batch identity resolution Relationship Management    Find all relationships associated with an entity Relate two or more entities and associate nature of relationship (e.g. household) Break/deactivate a relationship © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 11 Bulk Update
  • 12. Delivering a Unified View Based on Consumer Rules  Data Source 1 Master Data Index Collection & Assembly Data Source 2 … Data Source N Virtualized presentation of federated data  The master index maps the canonical representation of a specific entity (beneficiary, providers, etc.) to the locations in the original sources (or replicas of those source) holding data instances that have been linked via the identity resolution processes The accessibility of the different sources and the ability to apply those business rules at the data user’s discretion will provide a consolidated view that best meets the data users’ requirements at the time the data is reused © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 12
  • 13. Master Data Facilitated via Federation/Virtualization 1 2 Master Data Services 3 Standardized Canonical Relational Views 8 4 Transform and Map Master Index Federated/Virtualized 5 Data Access Parse and Standardize, Normalize, Cleanse 7 © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 13
  • 14. Summary        Review the business process to understand uses of shared master data Identify integration points within business processes Characterize usage scenarios Determine required functionality Assess existing systemic support for required functionality Design application integration service APIs Design and implement application integration services © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 14
  • 15. Questions and Open Discussion  www.knowledge-integrity.com  If you have questions, comments, or suggestions, please contact me David Loshin 301-754-6350 loshin@knowledge-integrity.com www.dataqualitybook.com www.mdmbook.com © 2014 Knowledge Integrity, Inc. www.knowledge-integrity.com (301)754-6350 15