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Smart Data Integration
October 10th, 2013
Cambridge Semantics Contact:
Marty Loughlin
Vice President, Financial Services
Cambridge Semantics
141 Tremont St., 6th Floor, Boston, MA
www.cambridgesemantics.com
marty@cambridgesemantics.com
(o) 617.855.9565
(m) 508.667.8334

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.
Agenda

Introduction to Cambridge Semantics

Enterprise Data Integration Challenges

Smart Data Integration Solution

Demonstration

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 2.
Introduction to Cambridge Semantics (CSI)
Anzo, a software suite for Smart Enterprise Data Management &
to build Unified Information Access (UIA) Solutions
Company:
 Founded by senior members of IBM’s Advanced Internet Technology Group

Software:
 Market leading Anzo software suite is built on open Semantic Web standards
 Currently 3rd generation of the product in production use

Business Intelligence /
Analytics Solutions
©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 3.
Semantic Web Paradigm: Unifying Information based on
common characteristics

C

Risk
Management

Portfolio
Management

Semantic models allow easy understanding of the data for faster &
cheaper integration & analysis
©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 4.
Middleware

Applications

Anzo Architecture & Capabilities

Anzo Server

Enterprise
Data Fabric

Workflow

Semantic
Services

Anzo
Connect

External
Sources

Reasoning
& Rules

Enterprise
Directory Connect

Anzo
Unstructured

………
Enterprise
Applications

Data Marts &
Warehouses

3rd Party
Databases &
Applications

Directory
(LDAP, AD)
Enterprise Data Integration Challenges
On-boarding Data is Slow and Expensive
– Often custom coded ETL
– Expensive to create, update and maintain

Data Provenance is Difficult to Maintain
– Data transformations tracked in spreadsheets
– Provenance across systems poorly tracked

Data is Challenging to Consume for Business Users
– Lack a conceptual model to easily consume the target data
– E.g, “counterparty” vs “client” vs “fund manager

Difficult to Embrace Industry Standards
– FIBO developed by EDM Council and OMG
– Ability to handle changing regulatory standards
©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 6.
Anzo Smart Data Integration Solution
Objectives
• Reduce the Time & Effort for Customer On-boarding
• Abstract the ETL process
• Automate code generation
• Streamline maintenance
• Enhance data quality
• Track Data Provenance
• Provide repository for data lineage across system boundaries
• Create data governance audit and performance reports
• Provide a Business User Consumable Data Model
• Support end-user self service analysis
• Streamline report generation
• Active meta-data

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 7.
Smart Data Integration Components
Mapping
App & ETL
Compiler

Conceptual
Model

3
/
7
/
2
0
1
2
when

note
Liability
Risk signals are …
Products

about

name

developing

activity
Company

market
cap

Legal Entity

website

Artificial Person

where
Also known
as

Legal Name

930,000,000

acme.com

Register
Address
I
B
M

•

Friendly GUI for importing schemas and
capturing and managing mappings and
transformations

•

Generates ETL job - Pentaho today, other
ETL tools, stored procedures etc to follow

Big Blue

•

Expresses data in industry standard
business terms (FIBO)

•

Model expands as new data is added

Analyst
Dashboard

Business
Dashboard

•

Active meta-data – live data
documentation

•

Full access to data through businessfriendly conceptual model (FIBO)

•

Search, track and visualize provenance
at data field level

•

Customizable dashboards and
visualizations

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 8.
Anzo Smart Data Mapping Process
Mapping Process Links Source Database Schemas to a
Business Friendly Conceptual Model
Market
Data

Issuer

Ratings

Issuer
Organization
Security
(SMF)

Security

Credit
State
Equity
Security

Credit
Event

Deal
RefEntity
Credit
Event

• Expresses data in business terms in a conceptual model
• Model expands as new data is added
• Users can understand the data, conduct investigation, visualization, analytics & take action
©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 9.
Smart Data Integration Architecture
Anzo for Excel
Mapping App

Mapping
Registry

Analysts
Dashboard

Server

Schema/Sample Data
Registry

ETL Instruction
Compiler

Source
System

ETL Engine
(e.g., Pentaho)

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

End User
Dashboard App

Conceptual
Model Registry
Data Connection
Registry

Target
System

Page 10.
Future Roles and Capabilities

Define Requirements

Map Source to Target

Data
Integration
Lifecycle

Code ETL

Solution currently focused on
mapping and ETL but roadmap
includes upstream and
downstream elements

Build Database

Develop Test Cases

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 11.
Smart Data Integration Vision
Additional Value

Value-Add Solutions

Smart
Data
Solutions

Search

Analytics

Customer
360

Risk &
Compliance

• Investigative Business user
applications
• Sharable meta-data

Benefits
Smart
Data
Layer

• Industry standard conceptual
models
• Active meta-data
• Deploy incrementally
• Full data provenance

C

Today’s Challenges
Existing
Infrastruct
-ure

Staging
Server

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

• Slow, costly manual coding
• Limited understanding of the data
• Provenance of field lost on
onboarding
• Limited governance, tracking &
documentation
Page 12.
Smart Data Integration Solution
Demo

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 13.
Benefits Summary
• Dramatically lower the time and cost to onboard new
customer, vendor & third-party data sources
• Expose full enterprise-wide data provenance necessary for
business and regulatory reporting

• Standardize and link data using industry data models and
terms (FIBO)
• Put highly interactive, business friendly data consumption
in the hands of business users

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 14.
For More Information
www.cambridgesemantics.com
@CamSemantics
mloughlin@cambridgesemantics.com
(617) 855 9565

©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Page 15.

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Smart data onboarding webinar oct 10 2013

  • 1. Smart Data Integration October 10th, 2013 Cambridge Semantics Contact: Marty Loughlin Vice President, Financial Services Cambridge Semantics 141 Tremont St., 6th Floor, Boston, MA www.cambridgesemantics.com marty@cambridgesemantics.com (o) 617.855.9565 (m) 508.667.8334 ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential.
  • 2. Agenda Introduction to Cambridge Semantics Enterprise Data Integration Challenges Smart Data Integration Solution Demonstration ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 2.
  • 3. Introduction to Cambridge Semantics (CSI) Anzo, a software suite for Smart Enterprise Data Management & to build Unified Information Access (UIA) Solutions Company:  Founded by senior members of IBM’s Advanced Internet Technology Group Software:  Market leading Anzo software suite is built on open Semantic Web standards  Currently 3rd generation of the product in production use Business Intelligence / Analytics Solutions ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 3.
  • 4. Semantic Web Paradigm: Unifying Information based on common characteristics C Risk Management Portfolio Management Semantic models allow easy understanding of the data for faster & cheaper integration & analysis ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 4.
  • 5. Middleware Applications Anzo Architecture & Capabilities Anzo Server Enterprise Data Fabric Workflow Semantic Services Anzo Connect External Sources Reasoning & Rules Enterprise Directory Connect Anzo Unstructured ……… Enterprise Applications Data Marts & Warehouses 3rd Party Databases & Applications Directory (LDAP, AD)
  • 6. Enterprise Data Integration Challenges On-boarding Data is Slow and Expensive – Often custom coded ETL – Expensive to create, update and maintain Data Provenance is Difficult to Maintain – Data transformations tracked in spreadsheets – Provenance across systems poorly tracked Data is Challenging to Consume for Business Users – Lack a conceptual model to easily consume the target data – E.g, “counterparty” vs “client” vs “fund manager Difficult to Embrace Industry Standards – FIBO developed by EDM Council and OMG – Ability to handle changing regulatory standards ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 6.
  • 7. Anzo Smart Data Integration Solution Objectives • Reduce the Time & Effort for Customer On-boarding • Abstract the ETL process • Automate code generation • Streamline maintenance • Enhance data quality • Track Data Provenance • Provide repository for data lineage across system boundaries • Create data governance audit and performance reports • Provide a Business User Consumable Data Model • Support end-user self service analysis • Streamline report generation • Active meta-data ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 7.
  • 8. Smart Data Integration Components Mapping App & ETL Compiler Conceptual Model 3 / 7 / 2 0 1 2 when note Liability Risk signals are … Products about name developing activity Company market cap Legal Entity website Artificial Person where Also known as Legal Name 930,000,000 acme.com Register Address I B M • Friendly GUI for importing schemas and capturing and managing mappings and transformations • Generates ETL job - Pentaho today, other ETL tools, stored procedures etc to follow Big Blue • Expresses data in industry standard business terms (FIBO) • Model expands as new data is added Analyst Dashboard Business Dashboard • Active meta-data – live data documentation • Full access to data through businessfriendly conceptual model (FIBO) • Search, track and visualize provenance at data field level • Customizable dashboards and visualizations ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 8.
  • 9. Anzo Smart Data Mapping Process Mapping Process Links Source Database Schemas to a Business Friendly Conceptual Model Market Data Issuer Ratings Issuer Organization Security (SMF) Security Credit State Equity Security Credit Event Deal RefEntity Credit Event • Expresses data in business terms in a conceptual model • Model expands as new data is added • Users can understand the data, conduct investigation, visualization, analytics & take action ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 9.
  • 10. Smart Data Integration Architecture Anzo for Excel Mapping App Mapping Registry Analysts Dashboard Server Schema/Sample Data Registry ETL Instruction Compiler Source System ETL Engine (e.g., Pentaho) ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. End User Dashboard App Conceptual Model Registry Data Connection Registry Target System Page 10.
  • 11. Future Roles and Capabilities Define Requirements Map Source to Target Data Integration Lifecycle Code ETL Solution currently focused on mapping and ETL but roadmap includes upstream and downstream elements Build Database Develop Test Cases ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 11.
  • 12. Smart Data Integration Vision Additional Value Value-Add Solutions Smart Data Solutions Search Analytics Customer 360 Risk & Compliance • Investigative Business user applications • Sharable meta-data Benefits Smart Data Layer • Industry standard conceptual models • Active meta-data • Deploy incrementally • Full data provenance C Today’s Challenges Existing Infrastruct -ure Staging Server ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. • Slow, costly manual coding • Limited understanding of the data • Provenance of field lost on onboarding • Limited governance, tracking & documentation Page 12.
  • 13. Smart Data Integration Solution Demo ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 13.
  • 14. Benefits Summary • Dramatically lower the time and cost to onboard new customer, vendor & third-party data sources • Expose full enterprise-wide data provenance necessary for business and regulatory reporting • Standardize and link data using industry data models and terms (FIBO) • Put highly interactive, business friendly data consumption in the hands of business users ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 14.
  • 15. For More Information www.cambridgesemantics.com @CamSemantics mloughlin@cambridgesemantics.com (617) 855 9565 ©2013 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 15.

Editor's Notes

  1. Flexibility to add new data from any sourceUnlike traditional technology where ahead of time you need to know what to do with the data, with Semantics you can bring in data and then decide what to do with itOnce added change is cheapTied together based on not just indendifier, other characterisitcs
  2. SOA access (relational replicas)