ibm mdm 10.1 what's new - aomar bariz

© 2012 IBM Corporation

Information Management

InfoSphere Master Data Management v10.1 What’s New Aomar Bariz IBM InfoSphere Client Technical Professional [email protected] Mobile : +33 6 73 48 40 72

InfoSphere User Group France – 28 Novembre 2012

mailto:[email protected]



Agenda

Overview v10.1

MDM Collaborative Edition 10.1

Reference Data Management (RDM) 10.1

Master Data Governance 10.1

Q&A

2



Overview IBM InfoSphere MDM v10.1

IBM InfoSphere MDM

Enterprise Edition

Solution MDM globale pour adresser tous les domaines, usages et styles de MDM

IBM InfoSphere MDM

Advanced Edition Fonctionnalités avancées vous permettant de

concevoir un MDM multi-style opérationnel pour

gérer vos données maitres (Client, Contrat,

Produit, …)

IBM InfoSphere MDM

Standard Edition Fonctionnalités de base pour gérer

virtuellement vos référentiels de données

à rapprocher entre les applications

existantes (Clefs, systèmes, attributs …)

Composants

partagés

IBM InfoSphere MDM

Collaborative Edition

Fonctionnalités

pour gérer des

processus

Collaboratifs de

création de vos

informations de

références

(Hiérarchies,

organisations,

tables de référence

…)



MDM Collaborative Edition v10.1 What’s New

Advanced Business Rules through

Operational Decision Manager (ODM) (formerly iLog)

Advanced Catalog Management (ACM) for

WebSphere Commerce

UI simplification & other enhancements



Advanced Business Rules through ODM (iLog)



Advanced Business Rules with InfoSphere MDM & IBM ODM

A single interface to manage products with advanced business rules

Administration

Monitoring Enforcement

InfoSphere MDM ODM ODM

InfoSphere MDM

InfoSphere MDM

Define and

associate business

rules to base

products

Manage alerts,

notifications, and

reviews through

MDM workfow and

ODM ruleflow

Publish

product/rule

combinations for

execution



ODM & MDM CE – A single interface for Rule Authoring with MDM

Rule Designer ODM

Console

ODM

Decision

Center Lifecycle

Management

New MDM Collaborative Edition

screens to author, edit rules

ODM

Decision

Server

Enterprise

Processes

(BPM)

Applications

Eligibility Pricing

New

Integration



Banks are struggling to manage complex product bundles and offers

Operations creates and maintains the core products and sets base pricing

Marketing then combines them together to improve sales to specific markets, revising pricing and rules

Product: College Special Bundle

T&C’s:

Compliance: Age => 18

Eligibility: Credit Score > 700

Age <= 25

Product: Basic Checking

T&C’s:



Pricing:

Maintenance: $10/Month

Checks: $0.10/check

Overdrafts: $25/Day

Product: Free Checking

T&C’s:



Average Balance > $1000

Pricing:


Checks: $0.0/check

Overdrafts: $25/Day

Operations

Product: Basic VISA

T&C’s:



Pricing:

Maintenance: $50/Year

Interest Rate: 18% / Year

Product: Platinum VISA

T&C’s:



Pricing:



Points: Yes

Product: College Checking

T&C’s:




Pricing:


Checks: $0.0/check

Overdrafts: $15/Day

Product: College Platinum VISA

T&C’s:



Pricing:



Points: Yes

Marketing



Each variation of a product must be managed as a separate product

Following the previous example

Adding the new rule for Age less then 25 needs to be done twice

Changing the new minimum age for 18 to 16 needs to be done in 6 places

There is no system to verify that neither the checking account nor credit card has been changed

There is no system to increase the maintenance charge on the credit card if the required average balances aren’t maintained

Each different rate on a 90 day Term Deposit ends can result in the creation of a different product


T&C’s:



Pricing:


Checks: $0.10/check

Overdrafts: $25/Day

Product: Free Checking

T&C’s:




Pricing:


Checks: $0.0/check

Overdrafts: $25/Day

Core Banking System

Product: Basic VISA

T&C’s:



Pricing:



Product: Platinum VISA

T&C’s:



Pricing:



Points: Yes

Product: College Checking

T&C’s:

Compliance: 25 ,+Age => 18



Pricing:


Checks: $0.0/check

Overdrafts: $15/Day

Product: College Platinum VISA

T&C’s:

Compliance: 18 ,= Age <= 25


Pricing:



Points: Yes

Cards System

Banks report anywhere from 15,000 to 100,000 products



MDMCE and ODM help simplify management of complex offerings

Variants and relationships are used to reduce the number of products managed.

Administration, Monitoring, and Enforcement of business rules prevents components from being closed

independently and makes it easy to present the correct offer to consumers under the right conditions.

Product: College Special Bundle

T&C’s:



Age <= 25


T&C’s:



Pricing:


Checks: $0.10/check

Overdrafts: $25/Day

Product: Free Checking Variant

T&C’s:

Eligibility: Average Balance >$1,000

Pricing:


Checks: $0.0/check

Operations

Product: Basic VISA

T&C’s:



Pricing:



Product: Platinum VISA Variant

T&C’s:


Pricing:



Points: Yes

Product: Free Checking Variant

Pricing:

Overdrafts: $15/Day

Product: Platinum VISA Variant

Pricing:


Marketing



New “Manage Decisions” tab for Rules



New UIs for rule authoring with preview pane



Rules editing is governed through MDM CE Workflows



Add rules using pre-defined ODM templates



MDM CE v10.1 – UI and Usability Enhancements

• In-line editing with full support for tabbing

• Attribute drop-downs enabled by default

• Dynamic layout of buttons (hide disabled buttons)

• Simplified menu bar for reduced clicks

• Multi-edit look and feel enhancements

• Improved highlighting

• More excel-like

• Column widths based on attribute type

• Support for “OR” and “Between” search

• Single-edit pop up navigation

• Display attribute support for links (instead of primary key)

• Left nav tree retained after refresh



Advanced Business Rules through IBM ODM

Benefits

• Manage complex offerings

and tailor to specific clients

• Reduce the total number of

products managed

• Increase the total number of

offers managed

• Avoid using multiple

systems

• React quickly to changing

requirements and

conditions

• Customize the solution

based on need

Features

• Manage products and

advanced business rules

from a single interface

• Create new rules, edit

existing rules, or work with

shared rules

• Associate business rules with

products, services, bundles,

kits, etc

• User friendly UIs for rules

management

• Extendable solution



Advanced Catalog Management for WebSphere Commerce



Improve eCommerce Operations with MDM

Delivers a seamless,

cross-channel shopping

experience

WebSphere

Commerce

Advanced

Catalog

Management via InfoSphere

MDM

Sophisticated capabilities to manage

products and catalogs for e-commerce

Out-of-the-box data model, business

process workflows, and integration

framework tailored for WebSphere

Commerce



The Opportunity for Progress is Clear

Internet is now over

1 billion people strong

Nowadays, 1/3 of

the world’s

population is on

the Web

There are currently

nearly 4 billion

mobile

subscribers WW

77% of online

shoppers use

peer reviews &

ratings when

making purchases

More than half of

U.S. households

regularly shop online

30 billion RFID tags will

be embedded

into our daily life

43% of Americans say they would

use mobile phones to make purchases IBM Confidential



Advanced Catalog Management for WebSphere Commerce

Benefits

• Faster time to market

• Easily adapt to

new/changing product and

catalog mixes

• Streamline business

processes

• Improve data quality and

accuracy

• Reduce order disputes and

improve customer

satisfaction

• Control product content

• Reduced costs

Features

• OOTB data model,

workflows, and integration for

Websphere Commerce

• True workflow orchestration

and enforcement of business

processes

• Field-level security based on

user role to reduce errors

and speed up processes

• More powerful control over

attribute validations/rules

with less need for IT support

• More flexibility to deal with

large volumes of data coming

from multiple sources



Reference Data Management (RDM)



24 24

Siloed Reference Data

RDM & MDM

Enterprise Standard

• No clear ownership

• Managed in multiple places

resulting in duplication and errors

• Lack of standard audit/change

process

• Role-based, centralized audit,

security, and stewardship

• Versioning, mapping and lifecycle

management

• Reduced risk, decreased costs,

improved reporting, greater

agility

MDM Strategy: Managing Reference Data



25

InfoSphere MDM RDM Hub Key Features and Benefits

25

Features

Designed to be configurable and ready-to-use out of the box

Centralized audit, security, and stewardship

UI designed for Business users to manage reference data

Versioning and lifecycle management

Role-based UIs for review, approval, and publishing of changes

Reference data defined and managed as an enterprise standard

Benefits

Reduced risk

Reduced IT costs

– Easier data and application integration

Improved BI reporting

Greater agility

– Implement changes more quickly



Master Data Governance




Master Data Policy Management

– Policy Administration

– Policy Monitoring

– Policy Enforcement



IBM’s Master Data Governance Approach Common challenge with MDM implementations: Insufficient governance, lack

of clear understanding how to establish and execute governance on MDM

implementations

IBM’s solution: InfoSphere Master Data Policy Management

Includes Master Data Policy Administration, Monitoring (MDPM), and Enforcement

MDPM productized based on work with SaskTel

Established a Master Data Governance Organization

Were looking to established best practices and tools to monitor quality and

consistency of master data

Needed to monitor golden record completeness, uniqueness and accuracy

Apply probabilistic matching to master data quality characteristics – competitive

differentiator, no other vendor offers this!

MDPM monitors metrics and KPIs via reports and data quality policy targets set by data

governance; allows custom alerts (Cognos)

MDPM enhanced with BPM data stewardship samples provides end-to-end data

stewardship process driven by data governance KPIs

Included in Standard Edition, can be used in Advanced and Enterprise Editions

Internal Only



29

Competitive Edge: Probabilistic Approach to Master Data Quality

You heard it right! Not just probabilistic approach to matching that has been proven

over the last decade and used by many MDM hub vendors now

We are beginning to use probabilistic approach for a broader set of data quality

characteristics on MDM projects and this is unique IBM capability on the market

Completeness: How complete is the golden record for the purpose of match?

Uniqueness: How unique is really the golden record? How “golden” is it?

Accuracy: How accurate is the source data compared to the golden record?

Accuracy Compared

to Golden Record Uniqueness (ROC Curve)

Completeness for Match

Master Data Policy

Monitoring (MDPM)



Self-score

Completeness is

Low

Self-score

Completeness is

High

Visualization of Master Data Completeness D

esire

d e

volu

tion

of d

ata

co

mp

lete

ne

ss

Policy Expression:

Score > AL + Delta

(3 < Delta < 5)



Policy Monitoring and Policy Enforcement are Coming Together

31



32

Ensuring Master Data delivers value to the organization

Master Data

Governance

Master Data Quality

and Policies

Critical Data

Change Mgmt

Data Relationship /

Hierarchy

processes

MDM provides consistency to improve process integrity, making processes

smarter, more effective and productive

Without Master Data Governance, users lose confidence that the data

complies with their usage requirements and lose trust in master data

Master Data

Creation

On-boarding

Customer, Vendor,

Supplier, Patient

New Product

Introduction

Reference Data

Management

Master Data

Consumption

MDM Application

Toolkit for BPM

UI Widgets

Services

Present Policy

Compliance Levels



Policy Enforcement

33

Master Data Policy Monitoring & Enforcement

Policy Monitoring

Administer

Policy as KPI &

Metrics

Administer

Policy as

Business Rules

InfoSphere MDM

InfoSphere MDM

• Monitor master data

• Early issues recognition

• Inform remediation

policies

• Workload distribution &

assignment

• OOTB Remediation

processes and activities

• Integration Toolkit

BPM Express Cognos



Take Aways

Why customers need this functionality?

– Customers obtain data governance capabilities OOTB

– These capabilities enable monitoring of data quality characteristics of master data such as

Completeness, Uniqueness, and source-to-golden record consistency

– BPM data stewardship samples developed in release 10.1 resolve data quality issues

reported and identified in MDPM

– Simplified governance of the quality of master data (in the same way as the probabilistic

algorithm simplified governance for matching)

– Decreased total cost of ownership through more efficient data governance and stewardship

Why is this meaningful from a competitive standpoint?

– Unlike other vendors proposing data quality technologies that mandate data quality

requirements, MDPM offers a configurable, matching algorithm-based data quality solution

OOTB

– MDPM in conjunction with purposely developed BPM samples provides OOTB solution for

many data quality problems OOTB without asking for data quality rules

– With release 10.1 we can sell MDM as a Master Data Governance solution (we sold MIH as

RDM in the past)

– When an RFx requires a matching algorithm, we can claim thought leadership and

innovation in applications of the matching algorithm for a broader range of data quality

characteristics. No other vendor does this.

34

Internal Only



35

IBM InfoSphere Master Data Management V10.1

Summary

New Features and Innovations

• Probabilistic Search – search capabilities for InfoSphere MDM Server technology

• Application Toolkit - create sophisticated master data UIs or embed MDM

capabilities in end user UIs, e.g. in CRM or Call Center applications

• Adaptive Services Interface - support for delimited file and messaging formats

• Track uniqueness and completeness of master data via reports and dashboards

• Measure consistency between data sources and golden record

• Remediate noncompliant data

• Import and export of reference data to and from the enterprise hub

• Versioning and lifecycle management for reference data sets and mappings

• Role-based user interfaces for review, approval, and publishing

• Advanced Rules Management – leverage a single interface for product creation,

rules authoring, and rules association (integration with WODM)

• Advanced Catalog Management - out of the box data model, business process

workflows, and integration components tailored for WebSphere Commerce.


Information Consumption

Collaborative Authoring

Reference Data Management



36



37

Thank You

Merci Grazie

Gracias

Obrigado

Danke

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