Informatica MDM - Multidomain

Hemang Desai
Softpath

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

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 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

Challengers Leaders Challengers Leaders Challengers Leaders

Ability to Execute

Niche Players Visionaries Niche Players Visionaries Niche Players Visionaries

Source: Gartner Research (October 2011) Source: Gartner Research (September 2011) Source: Gartner Research (June 2011)

Completeness of Vision

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Informatica Success Story:
Large Fashion Specialty Retail in the US
KEY BUSINESS IMPERATIVE
High Impact 1:1 Relationship Marketing.

The Challenge Channels

• Unable to achieve goals because company didn’t
Full line Stores Rack Web Credit Card
have a single view of the customer across
multiple channels, nor did they capture key
relationships across customers, products, and
employees.
360-degree
Informatica Advantage View of
Customer
• Informatica MDM system is used to:
• Gain a consolidated customer and employee golden
Household Employees
record.
• Manage complex many-to-many relationships and Products
hierarchies of parent customer, employees, and
products. Items Item Classes

Results / Benefits
• Improve customer loyalty, KYC, SAT, Business Use End Users
Segmentation, Direct marketing, and Promotions.
• Increase Revenue & Expand market share
• Reduce IT operations costs Customer SAT

Cross-sell/ Sales Marketing

Up-sell
1-1 Marketing

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 International Media Giant
Enterprise MDM for Product Lifecycle Management
KEY BUSINESS IMPERATIVE
Enterprise MDM for Product Lifecycle Management.
Product
Lifecycle
The Challenge
Theatrical Pay Per View Cable
• In their current environment, the company lost sight of single and Release Network
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 Films and
the same attribute. Television
Series
• As a result, the enterprise lacks a single version of the truth for
the product.

Back –End
Systems/
Informatica Advantage Applications
Rights Media Music
• The company is using Informatica MDM and Informatica Data Mgnt
ERP
Mgnt Mgnt
Reporting
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.

Business Use End Users

Results / Benefits
Digital Media
• Informatica MDM and Data Quality improved the accuracy and Creation & Sales &
Registration Marketing
consistency of title information across the different systems. Process
$
Editing ,
• Informatica MDM and Data Quality dramatically improved the Content Content
data governance of title information. Publishing Developers

Informatica Company Confidential – Do Not Distribute 5

Informatica Success Story:
Global 50 Leading Global Investment Bank
KEY BUSINESS IMPERATIVE
Enterprise-wide Multidomain MDM to Enable Straight through Processing.

The Challenge Counterparties

• Bank faced two key business challenges: Global Medium Small
Corporations Businesses Businesses
• Maximizing trade automation (Straight-through processing)
• Managing credit risk across clients and internal investments

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
Public Sector Private Sector
manual intervention.

Results / Benefits
• Increased client satisfaction due to quicker trade execution. Business Use End Users
• Risk managers are able to view risk concentrations from
any perspective.
• $11M savings annually, freeing $300M to be invested
elsewhere. Trade Credit Risk Risk Traders
Settlement Management Managers

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

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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

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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

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The Information Challenge
How to streamline and govern data across silos & providers

Merchandising Human Price Customer Supply Chain

Analytics Resources Management Experience

?
External
Data Providers Data

? Governance

Product Partner Employee Item

Orgs
Organization Organization Organization Zone
Pricing

Sales Rep Consumer Skills Services

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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 Spend Compliance and Others… …

of Customer Consolidation Risk Mgmt
Customer Location Product Supplier Customer
Data

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-of-the-Box
Only vendor whose platform integrates the 3 key areas, Out of the Box

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Why Informatica?
Vertically Integrated Out-of-the-Box
A complete MDM product from data model up through UI

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Informatica – Universal MDM
1 2
Data Domains Architectural Styles

Customer Product
Registry Consolidation

Household Organization Centralized

Universal Coexistence
MDM 4
Uses
3 Deployment Modes

Data Integration Data Quality

On premise Cloud

Data Profiling Data Services

Hybrid

Internal & Channel Partner use only

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Informatica MDM
An Integrated Solution
Applications Operational
Master Data Management
Applications
Deliver Timely, Trusted, Relevant Master Data

Model

Cleanse
Homegrown
Apps
Discover
External
CRO’s

Deliver
Access

Analytical
Recognize
CRO’s
Govern

Portal/
Dashboard
Third Party Data Marts
Data

Resolve
Relate
Business
Data Intelligence
Warehouse

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Informatica MDM Hub - Detailed Functionality
Core Capabilities Hub API
• Schedule Group
Integrate Batch Near Real-time • Get Batch Group Status…
Real-time

Data • Create Customer

Consume Business
• Get Sales Transaction…
Interaction Interaction Sync Federate

• Get Matched Records

Govern Data • Set Record State…
Governance Workflow State Mgmt.

Data Row & • Authenticate User

Secure Column
Security Level Security Authentication Authorization • Register User…

Relate • Add Product Relationship

Party
Party Product & Product • Delete Party Relationship…

Consolidate • Merge Records

Trust
Link Merge Framework • UnMerge Records…

• Search Party
Match Deterministic
• Search Product…
& Fuzzy Logic Internationalization

• Get DnB Tree

Enrich • Get Axciom ID…
Organization Demographics
Data
Mastering • Cleanse Address
Cleanse Open
Data Cleanse • Standardize Product Name…
Standardization Transformation Architecture

Multi-Entity Metadata
Content Configuration
History Match • Get Party
Model Lineage Survivorship • Add Product…
Validation
Party Product Rules

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Proven and Pragmatic Approach to MDM
Start with MDM Hubs that can scale in many directions…
Start small scale in many in months,
anywhere … ways… not years
Registry Transaction Across
3 mo Coexistence
different
Consolidated styles
Client

8 mo To Securities,
CounterParty
Assets,
Locations…

6 mo Risk & Exposure

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 Counterparties
• Improve Financial Advisors’ (FA) productivity.
Customers
Business Problem
• 70% of FAs’ time spent on back office functions.
Root Cause
Accounts
• Account-centric instead of customer-centric view.
Trustee Organization Growth Retirement Income
Solution
• Real-time access to an Extended Customer View within
their custom-built business application.
Prospects
Benefits
• Increased FA productivity by 30%, resulting in almost 10% Individuals
increase in revenue per FA. Fin. Advisor End Users
• Cross-sold Jumbo mortgage loans from retail banking Services
division to current customers.
• Increased sales of banking products from 35,000 to 80,000 Contact Same Day
among brokerage clients. Mgmt. Acct. Opening
Financial
Advisors

Computer Profiling
Telephony

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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 Corporations Cities Banks
entity level.
• Unable to link credit exposures to counterparties and
aggregate them based on legal entity hierarchies.
Root Cause
• Counterparties stored in multiple locations. Ltd. Partnerships Insurance Broker/Dealer
Companies
• Outsourced the cleansing and maintenance process, but
challenges remained:
• Multiple login to different applications
• Non integrated workflow Business Use End Users
• Manual reconciliation
Solution
• Informatica MDM uniquely identifies counterparties and legal
entity hierarchies.
Risk Capital Credit Lines of Ent. Risk
• MDM system cross references exposures to each legal entity Analytics Estimation Analysis Business Mgmt.
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.

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Fortune 50 Pharmaceutical Services 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

• 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 Product/ Pricing
• Unable to determine contract performance and execute Product Hierarchies

rebate payments.
Root Cause
• Company had separate master data for each of the four Sales Alignment
key business processes.
• The master data lacked data quality and ownership.
Business Use End Users
Solution
Contracting
• Company developed five distinct core masters – customer, Order Entry
affiliations, product and product hierarchies, list price, sales Order Entry Contracting
alignment.
• Master data is consumed through various applications
including order entry, contracting by 14 operating companies. Warehousing/
Analytics Compliance Sales Marketing R&D
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.

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Informatica MDM – Business Critical
The Ultimate Measure of Software

“Applications and even Trading

Uptime Systems can have downtime – but
the MDM Hub cannot go down…ever”

“Very few systems can measure

ROI their ROI in the billions…”

US Intelligence “If we miss a match, you’re risking

Accuracy Organization people’s lives. It’s that simple…”

“Changing an application is hard -

Reach changing MDM requires redoing the
entire IT landscape”

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Informatica Master Data Process Flow

Informatica Trust FrameworkTM Consumers

Sources Rules-based Configuration Tools (Master Reference or
(Reference or Relationship Data)
Relationship Data)

Staging Consolidation Process

Landing Queued for
ETL Merging
f(x) Data Warehouse
Auto Merge Manual Merge
Insert/ Dynamic
Data Source Update Match Un-Merge Cell-Level
Delta Detection and Survivorship
Cleansing f(x) f(x) Queued for
Matching Events
Raw Reject Msg Queue

Management
Target Data Model
Apply Trust and Name
Validation Data Consumer
New
Product Address

Msg Queue/ f(x) Insert/

Services f(x) Update
Metadata
Application Rules Content
Hierarchy History
Delta Detection and
Cleansing Validation Lineage
State Mgmt X Ref Application
Workflow Trust Score
Event Trigger Audit

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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: SFDC
Account
• Hierarchy Manager
• History Viewer
• Duplicate Detection
IDC
Hierarchy
Management
Control

Internal & Channel Partner use only

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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

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

MDM as a Service
Customer Product
… • For Cloud Applications
• Shared dataset
• Shared business process
• Value added services

Internal & Channel Partner use only

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Why Customers Select Informatica for MDM
Comprehensive, Unified, Open, Economical MDM

Start small quickly and expand as needs grow

Comprehe
• Comprehensive support for all MDM requirements – Data Integration, data
nsive profiling, data quality, 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

Economic Realize faster time-to-value, lower TCO, and superior ROI

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

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 Vendor – Competitive Summary
Second Tier
First Tier
(Polar Lake, Custom
Informatica (Golden Source,
Cadis, Eagle Solutions
Asset Control)
Pace)
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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 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
KEY BUSINESS IMPERATIVE
Improve Credit Risk Management Analysis and Regulatory Compliance (i.e. Basel, Dodd-Frank
Act)
Credit risk Market risk Operational risk
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 Data Stewards

• Identify and address unforeseen data quality

issues
• Accurately recognize, resolve, and relate
counterparties to each other with detailed
hierarchies
• Synchronize with downstream systems and Data Integration & Data Quality
databases

Expected Benefits Existing Data

• Consistent and accurate counterparty
information to improve credit risk Cities Cities
exposure analysis and reporting Corporations Banks
Corporations Banks

• Achieve Basel and other regulations

Insurance
Companies Insurance
Ltd. Partnerships Broker/Dealer Companies
Ltd. Partnerships Broker/Dealer

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 Counterparty

Centralize, manage, and manipulate Counterparty relationships

providing a global view of exposure

Rating Exposure

Counterparty B Global Ultimate

Counterparty A

Rating

Position Position
Rating
Subsidiary

Portfolio Portfolio
Obligor
Issuer
DEF Mutual Funds GHI Bonds JKL Securities MNO Mortgage Rating
----------- ----------- ----------- -----------
----------- ----------- ----------- -----------

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 Managing Counterparty Reference Data with
Informatica MDM
Existing Counterparty Data in
Different Systems

Cities
Corporations Banks

Insurance
Companies
Ltd. Partnerships Broker/Dealer

Cities
Corporations Banks

Insurance
Companies
Ltd. Partnerships Broker/Dealer

Cities
Corporations Banks

Insurance
Companies
Ltd. Partnerships Broker/Dealer

•Golden Record
•Legal Entity Identification
Cities •Define Relationship Hierarchies
Corporations Banks

Insurance
Companies
Ltd. Partnerships Broker/Dealer

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

36
Competitor Customer Risk Informatica Differentiators
Perception
• MDM is a complex problem and very
Build an MDM expensive to build & maintain
• Pre-built, proven MDM product that can allow a
Hand- solution using various • Companies that build their own solutions
customer to get rapid business value, while being
coding data integration and find they spend expensive resources to
able to support future requirements with a low TCO
data quality tools build case-level functionality that yield high
cost and low value

• Informatica supports multiple data domains

• Fixed, inflexible data model required
(product, customer, account etc..)
Scalable transactional extensive coding & customization resulting
• Informatica MDM unifies all MDM requirements on
MDM readymade for in high risk, big-bang implementations
IBM banking and • Speed to deliver during the sales cycle as
the same platform
• Informatica is easy to configure and change to
insurance well as post sale is hindered by their
accommodate new business needs
excessive resourcing to execute

• Black box technology places continuous

Accurate matching
Initiate with fast
dependence on Initiate’s services for
(IBM) implementation and on-going maintenance
implementations
• Not proven for use beyond indexing

• Informatica supports multiple data domains

• Multiple overlapping MDM products that
• Informatica MDM unifies all MDM requirements on
only address a single problem (e.g.
Industry-specific MDM the same platform
customer) and do not always work together
Oracle solutions will enable • Because MDM relies on our platform, it works with
• Difficult to use and requires complex
faster go-live virtually any application or data source
coding
• Informatica is easy to configure and change to
• Immature Fusion MDM release
accommodate new business needs

• Least proven of all MDM products with

• Because MDM relies on our platform, it works with
Product Data heritage
Single provider of all virtually any application or data source
SAP • Customers face difficult adapting it for
enterprise software • Informatica is easy to configure and change to
customer MDM since matching, merging
accommodate new business needs
and hierarchy management is poor

Internal & Channel Partner use only

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

38
MDM - Enablement
Quick Start Education Services

INFORMATICA
• Quickstart Page >> 4 day MDM Multidomain edition Support
• Resource Center >> 3 day for SIF • Log Support Request
1 day IDD for Business Users
• Documentation
MDM hub 3 day Configuring IDD
2 week IPS lead boot camp • Knowledge Base
Business Data Director
• How to Library

Professional Services
• IPS if required
Register >> Email IPS for ramping

More info >>

DELIVERY
beINFORMed >> Virtual Academy Myinformatica >>
Login Required On-Site Login Required
New Users >> Public courses New Users >>

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

40
 Business
Informatica Solution Users

Applications BI

PowerCenter / PowerExchange
DQ Scorecard Exceptions MDM – Data Governance

PowerCenter Real Time

Data Quality
Legacy

Applications

Structured
CEP
B2B Data Exchange

RDBMS Proactive
Monitoring

Legacy
XML
MDM

Metadata Manager

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