ataccama one master & reference · reference data management (lov centralized management and/or...

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Ataccama ONE Master Data Management and Reference Data Management are advanced, scalable, highly available modules for managing, consolidating, and providing master and reference data management tasks. Model, metadata-driven data and explainable AI supported processing enhances and complements Ataccama ONE data quality features and capabilities. The modules provide the flexibility and workflow needed to create an enterprise-wide master and reference data management environment that is secure, powerful, and easy to use. They are built on a robust back-end engine, and allow users to perform all critical data stewardship tasks—to browse, modify, search, and create master data through a web interface, and to browse and manage graphical hierarchies. Data management and integration capabilities of the Ataccama ONE platform extend beyond typical master and reference data capabilities to accommodate various Application Data Management (ADM) use cases. USE CASES Typical MDM implementation scenarios include: Customer Data Integration (CDI) / Entity Matching (single domain MDM) Customer Data Platform (CDP) (multi-domain MDM, ADM) Customer 360 (multi-domain MDM, external data access/integration) Location Data MDM (single domain MDM) Vehicle Data MDM (single domain MDM) Blacklist Data Consolidation (multiple domain MDM) Product / Material / Asset / Equipment MDM (single/multiple domain MDM) Enterprise/Group-Wide Customer & Product Data Consolidation, including consolidation of data from devices (IoT in general) (multi-domain MDM) Regulatory Compliance Support, including MDM- based, end-to-end GDPR/CCPA solutions (multi- domain MDM) Consent Management (multi-domain MDM, e.g. customer, product, device/organization) Analytical & Operational CRM Support (multi- domain MDM) Identity Resolution & Risk/Fraud Management Support Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution) Master & Reference Data Management Master your key information assets—customer, product, and reference data. Maintain consistent, accurate, up-to-date, instantly available data across a broad range of enterprise application systems. MASTER & REFERENCE DATA MANAGEMENT MDA ataccama ONE DRAFTS ISSUES PARTY/ADDRESS/CONTACT ADDITIONAL VIEWS CONSENT MANAGMENT PRODUCT RELATED DATA TOP DOMAINS DATA AUTHORING Master Party Address Co... Party Entity Matching R... Master Party Master Address Master Contact Master ID Document PERSONAL/COMPANY DATA All Bussiness View MENU

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Page 1: ataccama ONE Master & Reference · Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution) Master & Reference Data Management

Ataccama ONE Master Data Management and Reference Data Management are advanced, scalable, highly available modules for managing, consolidating, and providing master and reference data management tasks. Model, metadata-driven data and explainable AI supported processing enhances and complements Ataccama ONE data quality features and capabilities.

The modules provide the flexibility and workflow needed to create an enterprise-wide master and reference data management environment that is secure, powerful, and easy to use. They are built on a robust back-end engine, and allow users to perform all critical data stewardship tasks—to browse, modify, search, and create master data through a web interface, and to browse and manage graphical hierarchies.

Data management and integration capabilities of the Ataccama ONE platform extend beyond typical master and reference data capabilities to accommodate various Application Data Management (ADM) use cases.

U S E C A S E S

Typical MDM implementation scenarios include:

Customer Data Integration (CDI) / Entity Matching (single domain MDM)

Customer Data Platform (CDP) (multi-domain MDM, ADM)

Customer 360 (multi-domain MDM, external data access/integration)

Location Data MDM (single domain MDM)

Vehicle Data MDM (single domain MDM)

Blacklist Data Consolidation (multiple domain MDM)

Product / Material / Asset / Equipment MDM (single/multiple domain MDM)

Enterprise/Group-Wide Customer & Product Data Consolidation, including consolidation of data from devices (IoT in general) (multi-domain MDM)

Regulatory Compliance Support, including MDM-based, end-to-end GDPR/CCPA solutions (multi-domain MDM)

Consent Management (multi-domain MDM, e.g. customer, product, device/organization)

Analytical & Operational CRM Support (multi-domain MDM)

Identity Resolution & Risk/Fraud Management Support

Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution)

Master & Reference Data ManagementMaster your key information assets—customer,

product, and reference data. Maintain

consistent, accurate, up-to-date, instantly

available data across a broad range of

enterprise application systems.

MA

ST

ER

&

R

EF

ER

EN

CE

D

AT

A

MA

NA

GE

ME

NT

MDA DRAFTSISSUESMDAataccama ONE DRAFTSISSUES

PARTY/ADDRESS/CONTACT

ADDITIONAL VIEWS

CONSENT MANAGMENT

PRODUCT RELATED DATA

TOP DOMAINS

DATA AUTHORING

Master Party Address Co...

Party Entity Matching R...

Master Party

Master Address

Master Contact

Master ID Document

PERSONAL/COMPANY DATA

AllBussiness View

MENU

Page 2: ataccama ONE Master & Reference · Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution) Master & Reference Data Management

M u l t i - D o m a i n M a s t e r i n g

Master your data domains (customer, supplier, product domains, reference data domain, and more). Consolidate multiple data views into one and store your golden records in a clean business data management application available to your whole organization. Take advantage of predefined business models and processes to accelerate the implementation of your solution.

R e f e r e n c e D a t a M a n a g e m e n t

Implement an RDM solution for a range of data challenges, including reference data scattered across multiple source systems and manually-managed Excel files. Centralize ownership, enforce business rules and data quality standards, and maintain consistent, valid, and available reference data across your entire enterprise in one place.

G e n e r i c D a t a I n t e g r a t i o n P l a t f o r m

Ataccama MDM supports broader data integration solutions (ADM, CDP, ODS, domain-centric view, e.g. Customer 360) by combining and providing master data with external data such as transactions, contact history, and maintenance tasks.

D a t a I n t e g r a t i o n & S y n c h r o n i z a t i o n

Publish changes in data to consuming systems in online mode, typically to an enterprise service bus or message-oriented middleware. ONE MDM operates in online (both synchronous and asynchronous), streaming (near real-time), batch, and hybrid modes, supporting all integration requirements of these different deployment scenarios and ensuring full synchronization.

D a t a S t e w a r d s h i p & A u t h o r i n g

Access a full-featured, web-based UI to review and manually influence the matching and golden record creation process, manage hierarchies, and assign and resolve data-related tasks. Out-of-the-box business process workflows include data authoring and data merging in centralized style, as well as match & merge overrides in consolidation/coexistence style.

H o u s e h o l d i n g , A g g r e g a t i o n , & C a t e g o r i z a t i o n

Leverage the information you have about your customers to improve campaign targeting. Accurately group and categorize similar entities, identify relationships between individuals within the same household, and use this knowledge to enhance the efficiency of your business processes.

H i e r a r c h y M a n a g e m e n t

Hierarchy management is key to discovering relationships between your data assets. Use our visual hierarchy browser & manager to easily view, navigate, create, and maintain these relationships in your data (including complex, multi-level hierarchies, product trees, geographical hierarchies, party relationships, and more) without limitations.

M a s t e r D o m a i n M o n i t o r i n g

Access business-relevant metadata for your consolidat-ed domain in a neat business dashboard. Keep your moni-toring thorough with reporting overviews, detailed statistics, and lists of issues and irregu-larities. Audit any event or pro-cess across the solution in just a few clicks.

MDM | System Architecture

ONE MDMSTORAGE

ONE MDM ENGINE

ONE MDM METADATA

Data Steward

Solution Ops

Developer

ONE MDM Configuration

ONE MDM Operation

ONE MDMFE

Consuming Systems and AppsBatch Exports

ESB and Integrated AppsNative Services

Message QueueESB and StreamingEvent Handler

Source Systems and AppsBatch Load

Message QueueStreamingStream Interface

C L I E N T R E V I E W S

GARTNER PEER INSIGHTS

Read about our clients’ experience with our tools.

Review our products.

G A R T N E R . C O M / R E V I E W S ( A T A C C A M A )

Page 3: ataccama ONE Master & Reference · Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution) Master & Reference Data Management

F E A T U R E S

B r o w s i n g , S e a r c h i n g & F i l t e r i n g

Enjoy a business user-focused front end to search, browse, edit, and author master and reference data. Use filtering and search capabilities to narrow the list of data records within an entity. In addition to a simple filter, apply advanced filter criteria using logical operators and order by conditions.

A p p r o v a l Wo r k f l o w

Multi-step and customizable approval workflow ensures correct business processes for manual data changes. The workflow also enables data stewards to mark records for further review and store them as drafts.

D a t a Q u a l i t y, D a t a Va l i d a t i o n & E n r i c h m e n t

Data quality is an important and inseparable part of any successful master and reference data management project and can be provided in both batch and online modes, with the advantage that the logic can be shared in both modes, ensuring consistency. All data steward inputs are subject to validation, ensuring referential integrity and preventing discrepancies and duplicates.

I s s u e M a n a g e m e n t

Users can manage the quality and consistency of the data they are responsible for through a single interface. Ataccama ONE MDM provides data stewards with a list of tasks and issues related to master records with errors, and suggests solutions such as matching proposals or correct values. All identified issues can be resolved directly from the interface, including match proposals, suspicious matches, and data quality issues.

M o d e l & M e t a d a t a - D r i v e n

Ataccama ONE MDM is configured via a configuration UI in a model-driven process. Data models, either imported or created in Ataccama ONE MDM, drive the configuration of the entire hub for both data processing and the UI. Models are fully configurable, customizable, and allow for both extensions and upgrades. UI templates can be customized, and various languages are supported.

A I a t R u n t i m e

Artificial intelligence in Ataccama ONE increases automation. It is used for machine learning-based matching incl. matching proposals generation, cleansing, classification, and anomaly detection in data loads. MDM actively learns from user interactions (especially from issue resolution) and user feedback (mainly from matching proposal evaluation).

I n t e g r a t i o n , S O A , M e s s a g i n g & S t r e a m i n g ( I o T )

Seamlessly integrate with other Ataccama ONE modules. Integration with other source and consuming systems via batch interfaces (files, JDBC), online interfaces (HTTP, JMS), and messaging (JMS) is easy to configure. Ataccama ONE MDM can also read and write Hadoop files, and integrate with Stream (Kafka) and REST interfaces.

D a s h b o a r d

The landing page provides a customized dashboard for each user. Data stewards can easily view previously created/resolved issues, notifications, and more. Data managers can see the overall DQ indicators and issue resolution statuses of the data domains for which they are responsible.

MDM St y le Suppor t

Any industry-specific solution, MDM data domain, usage scenario, or organizational structure-dependent deployment can be delivered in any MDM implementation style or combination of styles. The most typical combinations are centralized and consolidation, or centralized and coexistence styles. In some complex organizations, Ataccama ONE MDM combines three styles, where there is a centralized style (system of record with OLTP data authoring) for certain master data domains or directly connected

SYSTEMS OF RECORD

DATA SETS

Instances Product2Contract Rel...

Instances Product

Instances Party2 Relation

Instances Party2 Contract Relat...

Instances Party

Instances Document

Instances Contract

Instances Contact

Instances Consent

Instances Address

Instances

Reference Data

Normalized View

Instances

Reference data

Master Product to Product Rel...

Master Product

Master Party to Party Relations

Master Party

Master ID Document

Master Contact

Master Consent

Master Address

Full Master View

MY TABLES

AllCustom

MENU

1 - 5 of 5

admin7009387231954 Nov 7 00:00:00MaleCavalierWilmerPerson1977

admin6054615021954 Nov 7 00:00:00MaleLeeperJodyPerson1974

admin2171868641954 Nov 7 00:00:00MaleHongTysonPerson1979

admin2858113981954 Nov 7 00:00:00MaleKirkendallRubinPerson1974

admin9017765501954 Nov 7 00:00:00FemaleMuseArnulfoPerson1978

admin7614976711954 Nov 7 00:00:00MaleBlazekDaronPerson1977

admin3204901271954 Nov 7 00:00:00MaleBaxterLouisPerson1974

admin1519553241954 Nov 7 00:00:00MaleMiyashiroBrucePerson1979

admin1546058841954 Nov 7 00:00:00MaleQuerryCameronPerson1974

admin4453728881954 Nov 7 00:00:00FemaleMartineauGregPerson1978

admin1398497331954 Nov 7 00:00:00MaleBarrowGeorgePerson1977

admin2284603041954 Nov 7 00:00:00MaleSarmientoVancePerson1974

admin3884201441954 Nov 7 00:00:00MaleBegumMichealPerson1979

admin3229408941954 Nov 7 00:00:00MaleBettencourtMarcosPerson1974

admin4276813171954 Nov 7 00:00:00FemaleNosalHermanPerson1978

admin4877143531954 Nov 7 00:00:00MaleDemeloMontyPerson1977

admin8132094851954 Nov 7 00:00:00MaleBallengerJamaalPerson1974

admin2116184861954 Nov 7 00:00:00MaleVioletJustinPerson1979

admin3305801951954 Nov 7 00:00:00MaleGoodnerPrestonPerson1974

admin5782734121954 Nov 7 00:00:00Female JackDinoPerson1978

admin4950535581954 Nov 7 00:00:00MaleDvorakRubenPerson1977

admin7116910231954 Nov 7 00:00:00MaleSempleEdwinPerson1974

admin7392743401954 Nov 7 00:00:00MaleFalconeJannetPerson1979

admin4980872671954 Nov 7 00:00:00MaleOtisJohnPerson1974

admin5204940551954 Nov 7 00:00:00FemaleLinkerSmithPerson1978

admin5281274511954 Nov 7 00:00:00MaleTanCarolinePerson1977

admin8415936311954 Nov 7 00:00:00MaleHolmstromJamesPerson1974

DQ Indicator NamePublished BySocial Insurance

Number

Birth DateGenderLast NameFirst NameCustomer TypeID

Apply

Add condition

Category

AND

Category

AND

Category

AND

Category

Advanced filterBasic filter

RefreshColumnMy filter203:Product LOB

List of DraftsJohn Smith Master

Party

Compare Master

Party

Dashboard

P

Page 4: ataccama ONE Master & Reference · Reference Data Management (LOV centralized management and/or consolidation, an inherent use case of any MDM solution) Master & Reference Data Management

consuming systems/applications, coexistence style for bi-directionally integrated authoring systems, and consolidation for geographically remote departments or daughter companies.

C o m p a r i s o n V i e w & M a n u a l M e r g e

Users can open several similar records in comparison view, see their differences highlighted, and decide whether they should be merged or split. When merging more records, a merge preview is computed and it allows users to customize golden records. For full context, related and instance records can be viewed.

Wo r k f l o w s

All aspects of the record managing process are fully configurable, including the number of steps in the workflow, permissions, and actions to be performed. Different workflows can be used for different entities.

S e c u r i t y

Utilize full role-based security on the entity, column, and row level, with the option to leverage organizational structure to provide even stricter access control based on an employee’s role or department. We provide a Single Sign-On solution out of the box, and the modules can also leverage your existing LDAP solution.

CHANGE LOG

SYNCHRONIZATION

PUBLISH

WORKFLOWS

Most Used

Problems

Hierarchies

Data Set

Views

Tables

201: Product LOB (61)

202: Product Group (13)

201: Product Division (6)

200: Product (521)

129: Canadian Province (13)

128: Region (117)

127: City (38)

102: Branch (43)

Categories

DATA

ActionsEdit

MENU

1 - 5 of 5

Hamilton(456) 477-4854Hamilton030Main & Whitneyvalid3824

Vaughan(456) 734-6566Vaughan010Major Mackenzie & DufferinvalidReview Product2723

Mississauga(834) 345-6453Mississauga030Cooksvillevalid2622

Mississauga(456) 787-4345Mississauga020Eglinton & Keyviewvalid2221

Milton(456) 457-5673Milton020Hwy 401 & James Snow Pkwyvalid2120

Milton(316) 798-3456Milton010Derry & BrontevalidEdited1619

Hamilton(356) 564-7123Hamilton010Concession & SummitvalidWaiting for co…1518

Burlington(519) 456-4345Brampton040Dundas & Applebyvalid917

Brampton(519) 234-3543Brampton020Bramalea & Mayfieldvalid716

Brampton(647) 245-6777Barrie030Sunny Meadow & Bovairdvalid415

Barrie(647) 334-5645Barrie020Big Bay Barrowvalid314

Barrie(345) 745-7632Toronto040Mapleviewvalid3613

Toronto(234) 688-4578Toronto030WynfordvalidReview Product3512

Toronto(226) 345-6789Toronto020Eglinton & WardenvalidEdited3411

Scarborough(239) 823-4751Scarborough020Progress & JohnsonvalidWaiting for co…3210

Scarborough(518) 236-7243Scarborough010Kennedy & EllesmerevalidReview Product319

Mississauga(432) 676-7454Mississauga010Hwy 10 & Eglinton Avevalid258

Milton(213) 423-6453Milton040Third Line & DundasvalidEdited247

Milton(314) 567-4532Milton030Winston Churchill & ArgentiavalidEdited236

Markham(647) 224-6634Markham010Shoppers WardenvalidWaiting for co…195

Hamilton(541) 234-5875Hamilton020Locke & Mainvalid174

Burlington(647) 456-7832Burlington020Guelph Line & Mainwayvalid133

Brampton(226) 436-4567Brampton050Mayfield & Highway 10validEdited102

Barrie(323) 465-7454Barrie010Bayfield & HeathervalidWaiting for co…21

CityPhoneCodeName[Valid][State][Grid][ID]

Apply Clear

Add condition

City

AND

Phone

AND

Code

AND

Name

Advanced filterBasic filter

RefreshColumnActionsBulkEditEditCreateMy filter127: City (38)

202: Product

Group (13)

200: Product (521)129: Canadian

Province (13)

Entities

P

G E T S T A R T E D

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READ HOW MACHINE LEARNING TRANSFORMS DATA MANAGEMENT

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ATACCA M A O N E: A I- POW E R E D DATA CU R AT I O N F O R D I G I TA L T R A NSF O R M AT I O N

Discover more p latform modules at ataccama.com

Data Discovery & Profiling

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Master & Reference Data Management

Big Data Processing & Data Integration

L o c a l i z a t i o n

Localization settings influence number and date formats as well as the user interface language.

H i s t o r y & A u d i t i n g

Maintain a history of all of the modifications made in the module, including creation, changes, and deletions. Audit functionality record information about who performed an action and when, along with which entity was affected.