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Informatica MDM - Multidomain
Hemang Desai
Softpath
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
3
Completeness of Vision
Ab
ility
to
Exe
cute
Source: Gartner Research (June 2011)
VisionariesNiche Players
Challengers Leaders
2011 Data Quality
Magic Quadrant
Source: Gartner Research (September 2011)
2011 Data Integration
Magic Quadrant
VisionariesNiche Players
Challengers Leaders
Source: Gartner Research (October 2011)
2011 MDM
Magic Quadrant
Proven Technology Leadership
VisionariesNiche Players
Challengers Leaders
No 1 in Data IntegrationNo 1 Visionary in MDM No 2 in DQ
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Informatica Success Story:Large Fashion Specialty Retail in the US
High Impact 1:1 Relationship Marketing.KEY BUSINESS IMPERATIVE
Results / Benefits• Improve customer loyalty, KYC, SAT,
Segmentation, Direct marketing, and Promotions. • Increase Revenue & Expand market share
• Reduce IT operations costs
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.
The Challenge• Unable to achieve goals because company didn’t
have a single view of the customer across multiple channels, nor did they capture key
relationships across customers, products, and employees.
Full line Stores
End UsersBusiness Use
Cross-sell/Up-sell 1-1 Marketing
Item Classes
Sales Marketing
Rack
Items
Web Credit Card
Customer SAT
Household
Products
Employees
Channels
360-degreeView of
Customer
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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.
Results / Benefits• Informatica MDM and Data Quality improved the accuracy and
consistency of title information across the different systems.
• Informatica MDM and Data Quality dramatically improved the data governance of title information.
International Media GiantEnterprise MDM for Product Lifecycle Management
Informatica Company Confidential – Do Not Distribute
End UsersBusiness Use
ContentPublishing
Sales & Marketing
Digital Media Creation & Registration
Process
Films andTelevision
Series
ProductLifecycle
Back –End Systems/
Applications
TheatricalRelease
CableNetwork
Pay Per View
$Editing , Content
Developers
Rights Mgnt
ERPMediaMgnt
ReportingMusicMgnt
Enterprise MDM for Product Lifecycle Management.KEY BUSINESS IMPERATIVE
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Informatica Success Story:Global 50 Leading Global Investment Bank
Enterprise-wide Multidomain MDM to Enable Straight through Processing.
KEY BUSINESS IMPERATIVE
Results / Benefits• Increased client satisfaction due to quicker trade execution.
• Risk managers are able to view risk concentrations fromany perspective.
• $11M savings annually, freeing $300M to be invested elsewhere.
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.
The Challenge• Bank faced two key business challenges:
• Maximizing trade automation (Straight-through processing)
• Managing credit risk across clients and internal investments
Private Sector
GlobalCorporations
MediumBusinesses
SmallBusinesses
Public Sector
RiskManagers
Traders
Business Use
TradeSettlement
Credit RiskManagement
Counterparties
End Users
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
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Informatica MDMInformatica 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
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“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
Proven Enterprise Deployments
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Price Management
MerchandisingAnalytics
Human Resources
Supply ChainCustomerExperience
The Information ChallengeHow to streamline and govern data across silos & providers
Product
Organization
Sales Rep
Partner
Organization
Consumer
Employee
Organization
Skills
Item
Zone
Services
Orgs
Pricing
ExternalData Providers ? ?
DataGovernance
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Application Logic
Challenge Redefined: Data in Siloed Systems
Data Customer Product
CRM
Product
Product Systems
Supplier
ERP/Finance
Customer
Internet/Web
User Interface
Location
Others …
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Application Logic
Breaking the Silos…
Master
Data
Transaction
Customer Product
CRM
Product
Product Systems
Supplier
ERP/Finance
Customer
Internet/Web
User Interface
Location
Others …
ServiceOriented
Architecture
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Informatica – Single Master Data Platform
Application Logic
Data
User Interface
Master Data Management
relationships
Customer Location Product CustomerSupplier
CRM Product Systems ERP/Finance Internet/Web Others …
Single View of Customer
Spend Consolidation
Others… …Compliance and Risk Mgmt
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Top business drivers for MDMAccording to Gartner Survey
Internal & Channel Partner use only
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Why Informatica?
Horizontally Integrated Out-of-the-Box
Only vendor whose platform integrates the 3 key areas, Out of the Box
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Vertically Integrated Out-of-the-Box
A complete MDM product from data model up through UI
Why Informatica?
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Informatica – Universal MDM
Registry Consolidation
Coexistence Centralized
Customer Product
Household Organization
Data Domains1 Architectural Styles2
On premise Cloud
Hybrid
Deployment Modes3
Data Integration Data Quality
Data ServicesData Profiling
Uses4
Internal & Channel Partner use only
Universal MDM
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Informatica MDM An Integrated Solution
Master Data ManagementOperational
Analytical
CRO’s
DataWarehouse
Data Marts
Portal/ Dashboard
Business Intelligence
CRO’s
Applications
Applications
External
Third PartyData
Cleanse
De
liv
er
Ac
ce
ss
Recognize
ResolveRelate
Govern
Model
MasterData
Deliver Timely, Trusted, Relevant Master Data
Discover
Homegrown Apps
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Informatica MDM Hub - Detailed Functionality
Data Mastering
Data Mastering
Model
Cleanse
Enrich
Match
Consolidate
Relate
DataInteraction
DataInteraction
Govern
Consume
Integrate
Data Security
Data Security
Secure
Organization Demographics
Deterministic& Fuzzy Logic Internationalization
Authentication
Row &Column
Level Security Authorization
MetadataContent
HistoryLineage
Configuration
MatchSurvivorship
Validation Rules
Multi-Entity
Party Product
StandardizationData
Transformation
Open Cleanse
Architecture
Workflow State Mgmt.Data
Governance
Sync FederateBusiness
Interaction
Near Real-time
Real-timeBatch
Core Capabilities Hub API
• Get Party• Add Product…
• Cleanse Address • Standardize Product Name…
• Get DnB Tree• Get Axciom ID…
• Search Party• Search Product…
• Merge Records• UnMerge Records…
• Add Product Relationship• Delete Party Relationship…
• Authenticate User• Register User…
• Get Matched Records• Set Record State…
• Create Customer• Get Sales Transaction…
• Schedule Group• Get Batch Group Status…
Party& ProductParty Product
Link MergeTrust
Framework
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3 mo
8 mo
9 mo6 mo
Client
Across different
styles
Across solutions Across business divisions, geographies
To Securities, Assets,
Locations…
Registry
Coexistence
Transaction
Consolidated
Start with MDM Hubs that can scale in many directions…
Start small anywhere …
scale in many ways…
in months, not years
Proven and Pragmatic Approach to MDM
CounterParty
Asset Management
Processes and Employees
Risk & Exposure
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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• 70% of FAs’ time spent on back office functions.
Root Cause• Account-centric instead of customer-centric view.
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.
Counterparties
Customers
Accounts
Prospects
Trustee Organization Growth Retirement Income
Individuals
Financial Advisors
End UsersFin. AdvisorServices
Profiling
Same DayAcct. Opening
ContactMgmt.
ComputerTelephony
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Fortune 500 Financial Services ProviderEnterprise-wide Multidomain MDM to Support Compliance
Situation• 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.
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
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.
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.
Counterparties
Corporations
Ltd. Partnerships
Cities
Insurance Companies
Banks
Broker/Dealer
Lines ofBusiness
Ent. RiskMgmt.
End UsersBusiness Use
RiskAnalytics
CreditAnalysis
CapitalEstimation
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Fortune 50 Pharmaceutical Services CompanyEnterprise-wide Multidomain MDM for Operational Efficiency
Situation• Company had four key distinct business processes –
corporate account management, contract creation & administration, order to cash, rebates & reconciliation.
Business Problem• The four business processes were disconnected
• Health care professionals were not connected to accountsand 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• 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.
End UsersContracting
Order Entry
Compliance R&DMarketingSales
Order Entry Contracting
Warehousing/Analytics
Core Masters
Sales Alignment
Customers Affiliations
Product/Product Hierarchies
Pricing
Business Use
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Informatica MDM – Business CriticalThe Ultimate Measure of Software
Uptime
Accuracy
Reach
ROI
“Applications and even Trading Systems can have downtime – but the MDM Hub cannot go down…ever”
“Very few systems can measure their ROI in the billions…”
“If we miss a match, you’re risking people’s lives. It’s that simple…”
“Changing an application is hard - changing MDM requires redoing the entire IT landscape”
US Intelligence Organization
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Informatica Trust FrameworkTM
Sources(Reference or
Relationship Data)
Consumers(Master Reference or
Relationship Data)
Data Source
ETL
Msg Queue/Services
Landing
Data Consumer
Application
Data Warehouse
Rules-based Configuration Tools
Consolidation Process
Target Data Model
Metadata
Auto Merge
Match
Manual Merge
Un-Merge
Insert/Update
Insert/Update
New
Name
Product Address
Dynamic Cell-Level
Survivorship
Msg Queue
ETL
XML/SO
AP
Queued for Merging
Queued for Matching
Raw Reject
Staging
Application
Management
Rules
HierarchyValidation
State MgmtWorkflow
Event Trigger
Content
HistoryLineageX Ref
Trust ScoreAudit
Events
Informatica Master Data Process Flow
f(x)
f(x)
f(x)
Delta Detection andCleansing
Delta Detection andCleansing
f(x)
Apply Trust and Validation
Apply Trust and Validation
f(x)
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Multi-Deployment: Informatica Data ControlsPower 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
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Multi-DeploymentWherever, Whenever, However…
MDM in the Cloud• Initial Loading
• Performance Bursting• User Acceptance Testing
• Partner-driven processes/data
Federated MDM• Different instances for various divisions (M&A, Regulatory,…) • Support cross-enterprise, cross-instance business processes
• Interoperability and Consistency
MDM as a Service• For Cloud Applications
• Shared dataset• Shared business process
• Value added services
Customer Product …
Internal & Channel Partner use only
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Why Customers Select Informatica for MDMComprehensive, Unified, Open, Economical MDM
Start small quickly and expand as needs grow• Comprehensive support for all MDM requirements – Data Integration, data
profiling, data quality, master data management, data services
Solve any MDM-related business problem• Unified MDM architecture for managing multiple data domains using multiple
architectural styles
Leverage existing technology investments and skills• 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• Rapidly implement and easily configure to quickly accommodate ever
changing business needs
Comprehensive
Unified
Economical
Open
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
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Vendor – Competitive Summary
InformaticaFirst 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
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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
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Counterparty Reference Data
The Challenge• Inconsistent and inaccurate counterparty
information in existing risk applications• Inaccurate risk rating and analysis = higher
capital reserves• Non-compliance with Basel requirements
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
KEY BUSINESS IMPERATIVEImprove Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank Act)
Insurance Companies Broker/DealerLtd. Partnerships
Banks
Cities
Corporations
Insurance Companies
Broker/DealerLtd. Partnerships
Banks
Cities
Corporations
Existing Data
Data Integration & Data Quality
Data Stewards
Market risk Operational riskCredit risk
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Counterparty
DEF Mutual Funds----------------------
GHI Bonds----------------------
JKL Securities----------------------
MNO Mortgage----------------------
Portfolio Portfolio
Position Position
Counterparty A Counterparty B
Exposure
IssuerObligor
Centralize, manage, and manipulate Counterparty relationships providing a global view of exposure
Global Ultimate
Rating
Rating
SubsidiaryRating
Rating
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Managing Counterparty Reference Data with Informatica MDM
Existing Counterparty Data in Different Systems
Insurance CompaniesBroker/DealerLtd. Partnerships
Banks
Cities
Corporations
Insurance CompaniesBroker/DealerLtd. Partnerships
Banks
Cities
Corporations
• Golden Record• Legal Entity Identification
• Define Relationship Hierarchies
Insurance CompaniesBroker/DealerLtd. Partnerships
Banks
Cities
Corporations
Insurance CompaniesBroker/DealerLtd. Partnerships
Banks
Cities
Corporations
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
37Internal & Channel Partner use only
Competitor Customer Perception
Risk Informatica Differentiators
Hand-coding
Build an MDM solution using various data integration and data quality tools
• 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
• 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
IBMScalable transactional MDM readymade for banking and insurance
• 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 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
Initiate (IBM)
Accurate matching with fast implementations
• Black box technology places continuous dependence on Initiate’s services for implementation and on-going maintenance
• Not proven for use beyond indexing
OracleIndustry-specific MDM solutions will enable faster go-live
• 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
• 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
SAP Single provider of all enterprise software
• 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
• 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
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
39
MDM - EnablementQuick Start Education Services
INFORMATICA
• Quickstart Page >> • Resource Center >> MDM hubBusiness Data Director
4 day MDM Multidomain edition3 day for SIF1 day IDD for Business Users3 day Configuring IDD2 week IPS lead boot camp
Register >>More info >>
Support• Log Support Request• Documentation• Knowledge Base • How to Library
Professional Services• IPS if requiredEmail IPS for ramping
DELIVERY
beINFORMed >>Login RequiredNew Users >>
Virtual AcademyOn-SitePublic courses
Myinformatica >>Login RequiredNew Users >>
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Agenda
• Introduction
• MDM Features
• Reference Data Management Accelerator
• Competitive Intelligence
• Enablement
• Summary
41
Pow
erC
ente
r / P
ower
Exc
hang
eData Quality
XML
Exceptions
Pow
erC
ente
r R
eal T
ime
Metadata Manager
Applications
Legacy
Structured
Business
UsersInformatica Solution
DQ ScorecardB
2B D
ata
Exc
hang
e RDBMS
Applications
Legacy
CEPProactive
Monitoring
BI
MDM
MDM – Data Governance
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