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MDM Partner Summit 2015 Oracle Enterprise Data Quality Overview & Roadmap
Steve Tuck – Senior Director, Product Strategy Todd Blackmon – Senior Director, Sales Consulting David Gengenbach – Sales Consultant
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
New and Notable North American EDQ Customers Oracle FY2015
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35% growth in new customer accounts in FY15
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
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4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
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6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Out-of-the-box health check, matching and address verification services for global party data
Simple deployment of DQ configuration as services
Generated web services
Integrated test UI
Unparalleled time-to-value
Fully integrated data analysis
Manual and automatic rule generation
5 Oracle Confidential – Internal/Restricted/Highly Restricted
EDQ: Accelerated
Market-leading usability for all types of data
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
EDQ: Integrated
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Enterprise Data Quality 12c EDQ Matching & Address
Verification
Profile Audit Transform Match Parse
Your Applications, Databases, Files EDQ Matching & Address
Verification
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Resolve Monitor
Prioritize
Govern
Identify
Data Analysts creates rules to
identify data issues
Data Stakeholders
monitor the results of rule
checks published from the
Identify stage
Data Stewards conduct initial
prioritization and assignment of
apparent DQ issues
Data Stewards and Data
Analysts resolve DQ issues:
Suggest rule
Update source system/hub
Remediate record(s) directly
Update ETL configuration
Reject/close issue
EDQ: Governed
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
2
3
4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
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5
6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Deeper Integration with the Oracle Stack 12c Certification
Simplified Installation on WebLogic Server
Oracle Access Manager Integration
Recertification of ODI tool integration
Automated Rule Generation
Ability to generate rules by writing Reference Data directly from processes
Improved Processor Toolkit Choose whether or not to package Reference Data with Published Processors
Performance Improvements Improved performance of Director UI when working with large databases
Oracle Enterprise Data Quality 12.1.3 Released June 2014
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EDQ Product History & Roadmap
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2012 2013 June 2015 May 2015 2016 2017 January
EDQ 9.0
• Customer Data Services Pack
• Product Data Processor
• New Address Verification
(Loqate) Connector
• Dynamic Configuration & Data
Overrides
• Operations UI (Server Console)
• Oracle Data Integrator
integration
EDQ 11.1.1.7
• Fusion Middleware Integration
• Case Management expansion
• Reference Published
Processors
• UI Localization to 9 Languages
• New Job Manager
• Real-time performance
improvements
EDQ 12.2.1
• WebLogic Clustering Support
• Improved Match Flexibility
• Big Data Connectivity
• Salesforce Connectivity
• Extended Event Auditing
• Autotune matching services
EDQ 12.1.3
• Oracle Access Manager
integration
• Reference Data Generation
• Improved processor toolkit
Future
• DQ Governance 2.0
• Profiling as a Service
• Accessibility
• Type-ahead entity resolution
Address Verification 12
• Transliteration
• Performance
Improvements
EDQ Product Data
5.6.2
EDQ Product Data
Extensions 11g R1
•Endeca Integration
•StatSim Matching
Address Verification 13
• Point-level Geocoding
Address Verification 14
• PowerSearch
• CASS, SERP, AMAS
Certification
EDQ in Oracle Sales
Cloud R9
•Duplicate Prevention
•Address Verification
and Search
Address Verification 15
• Improved Typo
Handling
• Data Pack
Improvements
• Geocoding Accuracy
Improvements
Address Verification
Future
• Irish Postcodes
• Standalone Parsing
Cloud Future
• Data as a Service
• Enrichment Service EDQ JCS Certified
•Automated customer-
controlled
provisioning, backup,
patching, scaling with
cloud tooling
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Improved Matching Flexibility Enabling advanced external configuration of matching
Match on any identifier, configure weightings
Construct and reuse multi-rule algorithms for identifiers
Big Data Connectivity Pull data from Hadoop (Hive)
Auto-tune Matching Services Automatically optimize matching services to in-scope data
WebLogic Clustering Support Simplified multi-server provisioning and operation
EDQ 12.2.1 (CY2015)
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REST Web Services Dynamic Web Services support either REST and SOAP
Configuration Web Services v1 (get Projects, Jobs)
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
EDQ 12.2.1 – WebLogic Clustering
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EDQ 12.2.1 – RESTful Web Services
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Summary: Oracle Investing to Exploit Expanding DQ Market
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Cloud Services
1. Matching service
2. Address Verification
service
3. Enrichment service
4. Integration platform
services
Apps/Solutions Data Governance
Faster, more flexible
deployment, with more
pre-built integrations
Use DQ as part of
foundation for broad
“Data Governance”
process, tooling and
organizational alignment
Cloud Big Data
Big Data Reservoir
Use DQ techniques to
identify, extract, enrich,
merge data from
Hadoop repositories
Data Governance
Foundation
Integrated and
Accelerated DQ
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
2
3
4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
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5
6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
EDQ in Oracle Sales Cloud Customer Hub
• Pre-configured and fully integrated
• Supports duplicate identification, address cleansing and address verification
• Fields or attributes for matching can be changed via internet based browser and changes tested before publishing
• Supports custom or extensible fields
• Control the quality of the match returned by setting score threshold
• Additional license for Fusion Data Quality Matching Cloud Service & Fusion Data Quality Cleansing Cloud Service is required
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Enterprise DQ and Fusion DQ Cloud Services
Enterprise Data Quality
• Full DQ platform can be fully configured and applied to any data type, source or target
• Includes
– Profiling of data sources
– Comprehensive data preparation with fully customizable behavior for parsing, standardization, enrichment, match and merge
– Address Verification and Geocoding
– Management reporting dashboards and ability to export results for reporting in any BI tool
– Case management for data remediation workflows
– Highly intuitive user interface
– Deploy as batch process or web services
• Priced by processor
• Can be deployed on-prem, or hosted in-cloud (but currently not with subscription pricing)
Fusion Data Quality Matching Cloud Service
• Pre-configured matching service dedicated to Fusion Sales Cloud only
– Account Matching – uses 8 core attributes plus extended attributes
– Contact Matching – Uses 7 core attributes plus extended attributes
• Configuration of matching attributes is managed through Fusion Sales Cloud. No other configuration is possible
• Priced by hosted records
Address Verification Cloud Service
• Cloud service for address verification and geocoding
• Priced by transaction
• Can be called by any application, in-cloud or on-prem
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Feature Comparison
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EDQ Platform Fusion DQ Services
Data Profiling x
Parsing x
Extraction x
Transformation x
Standardization x
Address Verification/ Cleansing and Geocoding
'Simple' Matching (party match on given fields)
'Complex' Matching (any match strategy, including multi-step) x
Case Management Native to Fusion App
DQ Reporting Native to Fusion App
Any data type or entity x
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EDQ Java Cloud Services Coming Soon
• Enables full capabilities of EDQ in the Cloud
• Dedicated virtual machines preconfigured with WebLogic
• Self-managed with automated cloud tooling
• Fully scalable
• Enterprise grade for mission critical applications
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
2
3
4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
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5
6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Oracle Watchlist Screening – an application built on EDQ
• Different problem, different team
– OWS is almost exclusively a sale into the compliance function of the business
• Compliance / regulation driven sale
– Customer buying because they have to?
– Less need creation, shorter sales cycle?
• OWS – a ‘one trick pony’
– OWS solves a very specific business problem
– Highlights DQ issues but customer cannot use underlying EDQ platform to resolve
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Not Just A Financial Services Solution
Energy
Public Sector
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
What To Look For …
• The number of disparate systems and processes used in screening
• Challenges managing compliance screening across the enterprise
• Lack of control and configurability of incumbent solution
• A need for IT to be heavily involved in preparing data
• A lack of integrated review tools
23 Oracle Confidential – Internal/Restricted/Highly Restricted
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
2
3
4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
Oracle Confidential – Internal/Restricted/Highly Restricted 24
5
6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
2
3
4
EDQ: Accelerated, Integrated, Governed
EDQ 12.1.3 & Product Roadmap
EDQ and the Cloud
OWS – Oracle Watchlist Screening
EDQ Demo
Partner Education and Support
Oracle Confidential – Internal/Restricted/Highly Restricted 25
5
6
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. |
Partner Education & Support
• Education options:
– OU Courses
– Partner Learning Library
– Oracle Learning Library
• Support from Product Management
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EDQ on Oracle University
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EDQ Partner Learning Library
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Oracle Learning Library
Oracle Confidential – Internal/Restricted/Highly Restricted 29
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Support from Product Management
• Win, Win, Win
• Successful Partners + Successful Product = Successful Customer Project
• EDQ PM Team small but keen to help make you successful
– We actively monitor the EDQ Forum on OTN
– Willing to provide mentoring support to partners
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