InfoSphere MDM What s new in Standard Edition/Advanced Edition

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InfoSphere MDM

What’s new in Standard Edition/Advanced Edition

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Topics for this session

 What is MDM?

–A very brief refresher

 InfoSphere MDM Editions/Components

 What’s New in InfoSphere MDM v 8.x - 10.1 Standard

Edition

 What’s New in InfoSphere MDM v11.0

 Bundled Software – “Supporting Programs”

 Technology Stack – What has changed?

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IBM INFOSPHERE PRODUCT

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What is Master Data?

 Master data is the high-value, core information used to support critical business processes across the enterprise

 Master Data is business critical information about customers, suppliers, partners, products,

materials, employees, accounts and more

Why is it important?

 Master Data is at the heart of every business transaction, application and decision

 Quality of data degrades over time and negatively impacts key business processes if Master Data is

inaccurate, missing, duplicated or incomplete

What is Master Data? Why is it important?

Customer Person Prospect Citizen Member Provider Employee Company Trading Partner Organization _Supplier Distributor Vendor Office Product Service _Financial Account Agreement Contract Assets Locations Manufactured Goods 4

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© 2012 IBM Corporation 5 Regulatory Compliance Marketing/Sales Interactions Billing New Product Introduction Financial Planning Back office Systems Fraud Avoidance Client Service/ Care Client Self Service

Critical business processes leverage master data

Optimizing the business with right-time information

Ensuring all systems have consistent & complete information in real time

Maximizing client satisfaction & revenue opportunities

Understanding the choices & planning with accurate information Enrich Security Search Stewardship Hierarchies Tools Operational End to End Master Data Management Authoring 5

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Align MDM goals to key business priorities

Comply with Regulations

e.g. Improve privacy preference compliance by 10%

Improve Client Service

e.g. Reduce time to search for clients by 58%

Lower Operational Costs

e.g. Decommission 2 of 3 CRM systems

Improve Business Agility

e.g. Integrate new

systems (M&A) in weeks New Market & Product

Strategy

e.g. Increase campaign yields by 5%

What business issues matter

most to your clients?

Optimize Cross-Sell & Up-Sell Processes

e.g. Increase average deal size by 2%

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Address key IT initiatives with MDM

Duplicate data in customer/product master database

Reports based on missing or incorrect information

Aging systems that are difficult to decommission Incomplete and inconsistent master data Enterprise processes using untrusted, inaccurate information result in inefficiency and low quality decisions

What IT issues

reduce trust?

Incorrect customer addresses used for invoicing process

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IBM InfoSphere MDM v11 Product Structure

Editions and Components

Enterprise Edition

Comprehensive

address all your MDM needs with a single comprehensive solution

Collaborative Edition

Collaborative

Authoring

streamline workflow activities across users involved in authoring and defining master

information

Advanced Edition

Strategic

strategically transform your organization through improved business processes and applications

Standard Edition

Registry

delivers business value for MDM projects with the quickest time to value

IBM InfoSphere Master Data Management

Custom

Domain Hub

Stand Alone Enables delivery of trusted information based on custom data domains

Reference

Data

Management

Manage and define reference data as

an enterprise standard

Editions

Chargeable

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IBM InfoSphere MDM – A Comprehensive Offering

Individual Hub Collaborative Hub Individual Hub Organization Hub Product Hub Account Hub Custom Domain Hub Organization Hub Product Hub Account Hub Custom Domain Hub Organization Hub Product Hub Account Hub Custom Domain Hub Enterprise Edition Advanced Edition Standard Edition Collaborative Edition

IBM InfoSphere MDM

Custom Domain Hub Stand Alone Individual Hub Provider Hub Provider Hub Patient Hub Patient Hub Reference Data Management Hub Chargeable Components (independent of editions)

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InfoSphere MDM – Match use case requirements with Editions

All common MDM domains – customer, citizen, supplier, employee, product or service,

asset, financial, location

All MDM Implementation styles – virtual, hybrid or physical master repository,

collaborative authoring

MDM Powered Solutions Framework

Fully pre-built, modifiable pre-built, or build-it-yourself platform

 Physical (persisted) and Virtual master registry master repository

 Pre-built and extensible data models – data and relationships

 Business Services – enable processes to easily leverage master data

 Master Data Engine – highly accurate probabilistic matching and search

 MDM Powered Solutions Framework

 Virtual master registry master repository

 Flexible and Extensible Data Model – built and optimized for MDM

 Collaborative Processes – workflows for collaborative authoring tasks

 Flexible Data Model – Catalogs, Category Hierarchies, Attributes, Relationships

 Extendable Authoring UI – business user interface for authoring / search

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InfoSphere MDM – SE and AE core offerings for Operational MDM

 Physical (persisted) and Virtual master registry master repository

 Pre-built and extensible data models – data and relationships

 Business Services – enable processes to easily leverage master data

 Virtual master registry master repository

 Flexible and Extensible Data Model – built and optimized for MDM

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WHAT’S NEW IN INFOSPHERE

MDM V 8.X - 10.1 STANDARD

EDITION

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What’s New in InfoSphere MDM v 8.x - 10.1 Standard

Edition

 Data Stewardship Enhancements

– Inspector Usability

– Data Manager Capability

– Implementation-Defined Tasks – Operational Reports

 Information Consumption

– Enhanced BPM Integration -- Governance and Data Stewardship work flows

– MDM Application Toolkit Enhancements

 Master Data Governance

– New Master Data Policy Management including Policy Enforcement and Monitoring

 Core MDM Capabilities

– Event Management

– Information Server (IA, Discovery) bundled

IBM InfoSphere MDM – Standard Edition

Integration Solutions Framework

Data Stewardship Master Data Engine Data Model

Components Blueprints

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Data Stewardship

 Inspector Usability enhancements

– Inbox

– Search by Linkage status

– Ability to compare records and view match score

 Ability to define and resolve custom tasks

– Examples: tasks for data that is missing,

invalid, or conflicting

 Data Manager role

– Create ‘tags’ to categorize tasks

– Use tags to assign tasks to specific users/groups

 New operational reports

– Duplicate Summary Statistics

– Outstanding Task Count by Source and Task Type

– Assigned Task Count by Owner and Task Type

– Task Count by Tag Type

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• Provider: NPI Discrepancy • Location: Departmental Move

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Customer Service

Master Data

1. Trust your data

2. Ensure completeness 3. Collaboratively author 4. Reduce data errors and

improve consistency 5. Manage customer

privacy preferences 6. Manage risk

7. Introduce new products quickly

8. Identify key relationships and hierarchies

9. Identify high value customers 10. Real-time visibility Customer Benefits: • Increase revenue • Reduce costs • Increase Agility

• Decrease risk / Improve Compliance

Information Consumption: MDM Provides Trust to the

Chaos

MDM

1 2 3 4 5 6 7 8 9

10

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PROCESS

1. Automate workflow & decision making 2. Reduce errors and

improve consistency 3. Standardize resolution

across geographies 4. Leverage existing

systems and data 5. Monitor for business

events and initiate actions

6. Real-time visibility and process control

Customer Benefits: • Huge Reduction in

Manual Work, Errors • Faster, More Consistent

Issue Resolution • Easier to Manage the

Business

• Consistent Case Handling

BPM Brings Order to the Chaos

RULES

1 2 3 4 5 6

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Policy Enforcement

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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

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Example of System-To-Golden-Consistency Report

 Describes how well records from a source compare to the “Golden” view of your entities

 Shows how this can change over time

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Event Notification Goals

Need a ‘real-time’ way of publishing out entity changes

Need notification when a member attribute changes for batch processing

WebSphere

MQ

Queue 1

Queue 2

Queue 3

Event

Notification

Hub

Messages

Entity A

Entity B

Entity C

Entity D

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Event Notification: Logic Diagram

23

Entity A

Entity B

Entity C

Entity D

.

Record A

Record B

Record C

Record D

Record E

Record F

Record G

.

Hub Generates Event

Notification

Messages

Users

List of Events:

• Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink

• Entity: create, update, delete

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Configuration

Filter Options

Event

Type

What types of events are

interesting to the organization?

• Member: create, update, merge, unmerge, delete, undelete, drop, link, unlink

• Entity: create, update, delete

• Task: create, update, delete, resolve

Composite

View

The Composite View for

notification messages (and

change detection)

Other

Items

• (T/F)Publish only if the

notification is not a duplicate of a

previously sent message

•(T/F)Publish only those attributes

that have changed since the last

message was sent.

•(T/F)Include members that

comprise the entity

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Event Work

Manager

Event

Queue

Event

Handler

Event

Manager

Updates:

-Entity

Manager

-SDK

Configuration

Log History

Hub

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What’s New in IBM InfoSphere

Master Data Management v11

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InfoSphere MDM Strategy

Single

Solution

Designed

for Big

Data

Accelerate

Time-to-

Value

Govern

Inside

& Out

Embrace

New Era of

Computing

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InfoSphere MDM Strategy

Designed for Big Data

• Scale into the billions of

records

• Combine structured master

data with insights from

unstructured data

• Integrate with IBM’s

capabilities for exploring and

visualizing big data

Accelerate Time-to-Value

• Simplify implementation

process

• Pre-built accelerators

• Easily adjust MDM

implementation ‘style’

• Built into broader IBM solution

offerings

New Era of Computing

• MDM ‘patterns’ for IBM Pure

Application System

• Expose master data easily to

mobile platforms

• Exploit mobile-device

generated data as part of

master data (e.g. geolocation)

Govern Inside & Out

• Built-in governance

capabilities unique to MDM

• Integrated to IBM InfoSphere

• Support both ‘passive’ and

‘active’ governance of master

data

• Support OOTB governance

policies + client-unique

policies

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Transforming InfoSphere MDM into a unified MDM solution

2010

Initiate MDS MDM Server MDMS for PIM • Separate products targeted to different MDM use cases

• Best of breed acquisitions

2011-2012

• Single MDM offering • Common matching engine • Advanced Catalog Management for attachment to WebSphere Commerce

2013

Operational Server Virtual & Physical Modules V9 V10 V11 InfoSphere MDM InfoSphere MDM Initiate MDS MDM Server Collaboration Server Collaboration Server

• Unified virtual and physical technology into single server capable of supporting multiple MDM use cases

• Hybrid MDM

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InfoSphere MDM V11 New Features & Functionality



Virtual, physical and hybrid MDM styles in a single instance



Modular implementations and upgrades



Collaborative authoring UI enhancements

 Data quality via integration with InfoSphere Information Server

 Enhanced hierarchy support for reference data

 Dashboard for collaborative authoring workflow

 Task KPIs to monitor master data quality

 Augment master data with unstructured text

 Expanded patient hub to include clinical attributes

Accelerate

Time to Value

Designed for

Big Data

Governance

Inside & Out

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Unification of MDM Virtual & Physical

Multi-style, multi-domain MDM in a single operational hub

– Single database instance and schema

– Engine co-residence (WAS container)

– Simplified deployment and management (based on OSGi)

– Unified MDS/MDMS workbench for configuration and customization

– Unified MDS/MDMS installer

– Integration with IBM Support Assistant Data Collector

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Business Use Cases Benefit from Hybrid MDM

Prospect

Hub

Customer

Hub

Thin amount of

prospect

attributes –

Registry

Approach

Persist large

number of

customer

attributes

Centralized

Approach

InfoSphere

MDM

Maintain and move prospect

and customer information

seamlessly in a single

solution; persist information

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Business Use Cases Benefit from Hybrid MDM

Immediately Post

Acquisition

Business Processes

Integrated

Thin amount of

prospect

attributes –

Registry

Approach

Persist large

number of

customer

attributes

Centralized

Approach

InfoSphere

MDM

Maintain and move prospect

and customer information

seamlessly in a single

solution; persist information

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MDM and Big Data Must Work Together

Master Data

Management

Core Big Data

Technologies

MDM creates

context for big data.

MDM system provides

trusted information and

operationalizes insights

from big data

Big data creates

context for MDM.

Big data provides new

insights from social media

and other sources for

customer profile

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Big Data Exploration

Find, visualize, understand

all big data to improve

decision making

Enhanced 360

o

_View

of the Customer

Extend existing customer

views (MDM, CRM, etc) by

incorporating additional internal

and external information sources

Operations Analysis

Analyze a variety of machine

data for improved business results

Data Warehouse Augmentation

Integrate big data and data warehouse

capabilities to increase operational

efficiency

Security/Intelligence

Extension

Lower risk, detect fraud

and monitor cyber security

in real-time

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InfoSphere MDM – Correlating Unstructured Data

CRM

ERP Orders

Structured Data

Unstructured Data

 Name

 Address

 Phone number

 Purchase history

 Customer sentiment

 Contact history

 Issue resolution

status

InfoSphere MDM

• Discover linkages between text and relevant master data

entities

• Link to additional information • Investigative tool for text

analysis

• Complete, accurate and timely views

Benefits

• Enhanced customer service • Quicker, more accurate issue

resolution

• Increased upsell/cross opportunity

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Policy Monitoring and Policy Enforcement are Coming Together

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In this example AL = 19.0 and the Completeness Score = 18.5

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 Trusted data requires data governance

 IBM providing capabilities to facilitate construction and adoption of these applications – MDM Application Toolkit (MDAT) - Improved

– Master Data Policy Monitoring (MDPM) – Improved

– Master Data Policy Remediation (MDPR) - Improved

– Master Data Governance Dashboard (MDG) - New

Master Data Governance in MDM 11

Enforce Monitor Identify Remediate

policy rules through Master Data Policy Remediation

the effectiveness of your rules through Master Data Policy Monitoring

quality issues through Master Data Policy Monitoring and the MDG console

data quality issues through Master Data Policy Remediation and the MDG console

Monitor Identify Remediate Enforce Data Quality

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Integration with Information Server – enhanced and new in v11

InfoSphere MDM

Individual Product Account Organization Reference

Reference Data

Management

InfoSphere QualityStage InfoSphere Information Analyzer InfoSphere Metadata Workbench InfoSphere Data Click InfoSphere Business Glossary

Information Server

Definitions for reference data sets Export wizard for data lineage

IA sample for MDM Address standardization

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MDM and Information Server Bundling

Versions of MDM

Release Date

IIS bundling

Restrictions

MDM v11.0 **

(All Editions)

June 2013

Information Server

for Data Quality

Edition 9.1

(Information

Analyzer, IA

Workbench,

InfoSphere

Discovery,

QualityStage,

Blueprint Director,

Metadata

Workbench, and

Information Services

Director)

Can only be used to

support MDM

program as defined

in the license

Included*:

• 480 PVUs

• 2 Authorized Users

• 5 unique data

sources for

InfoSphere

Discovery

* More entitlements

can be purchased

separately

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Integration Flow – MDM & Data Quality

46 Sources Applications Databases xls, xml, Flat Files Data Warehouses z Systems CRM Data Warehouses eBusiness ERP Consuming Applications

Data Validation Standardize & Cleanse

Match & Link Monitor & evaluate

IBM Infosphere Information

Analyzer

IBM Infosphere Quality Stage

IBM Infosphere Master Data

Management

Discover and Cross source analysis

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BUNDLED SOFTWARE

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InfoSphere MDM v10.1 – Supporting Programs

 Bundled software (EE, AE, SE, CE):

– IBM InfoSphere MDM Application Toolkit V10.1 – IBM DB2 Enterprise Server Edition V10.1

– IBM WAS Network Deployment V8.0 – IBM WebSphere MQ V7.0.1

– IBM WebSphere Portal Server 7.0 – IBM Content Integrator 8.6

– IBM Tivoli Directory Server V6.3

– IBM Rational Software Architect for WebSphere Software V8.0 – IBM Cognos Business Intelligence V10.1 Components

– IBM InfoSphere Blueprint Director V2.0.1 – IBM Process Server Express V8.0

– IBM Process Center Express V8.0 – IBM Process Designer V8.0

– IBM InfoSphere Discovery 4.6.1

– IBM InfoSphere Information Analyzer 8.7 – IBM WebSphere Message Broker v8.0

– IBM WebSphere Message Broker Connectivity for Healthcare v8.0.0.1

 Note: CDH Standalone and RDM have different set of bundled software … Consult License Information document for the details

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Supporting Programs

 Make it easier for customers to deploy

an MDM environment

 There should not be an expectation that

all deployment scenarios are supported

with the Supporting Programs

 Limitations/Restrictions:

– Primary Limitation – Only when in support of InfoSphere MDM

– Product-specific limitations (see LI); some key ones:

• Rational Application Developer – 2 Users

• Business Process Manager – PVU and User restrictions

• Information Server – PVU and number of sources

 Important Note: LI for Supporting

Program is in effect

Supporting Programs include with InfoSphere MDM v11.0 (all Editions)

IBM WebSphere Application Server Network Deployment V8.5 IBM WebSphere Application Server Base 8.5

IBM DB2 Enterprise Server Edition V10.1 IBM WebSphere MQ V7.5

IBM WebSphere Portal Server 8.0 IBM Content Integrator 8.6 IBM Tivoli Directory Server V6.3

IBM Rational Application Developer for WebSphere Software v8.5 IBM Cognos Business Intelligence V10.1.1

IBM Cognos Business Intelligence Modeling v10.1.1

IBM Cognos Supplementary Language Documentation v10.1.1 IBM InfoSphere Blueprint Director V2.2

IBM Process Server Express V8.0.1 IBM Process Center Express V8.0.1 IBM Process Designer V8.0.1

IBM InfoSphere Information Server v9.1 for Data Quality IBM WebSphere Message Broker v8.0.0.1

IBM WebSphere Message Broker Connectivity for Healthcare v7.0.0.2 Capilano Components (IBM Installation Manager/IBM Packaging Utility) 1.6

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TECHNOLOGY STACK

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Technology Stack v10.1

 Key Changes – Platforms removed for SE and AE

– WebLogic

– HP-UX

Collaborative Advanced Standard

Operating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1

Solaris 10 10 10

SuSE/Intel 11 11 11

RedHat RHEL/Intel 5, 6 6 6

HPUX N/A N/A N/A

zOS N/A N/A N/A

SuSE/zLinux N/A 11 11

RedHat RHEL/zLinux N/A 6 6

Windows Server N/A N/A 2008 R2

Application Server Apache Tomcat N/A N/A 7.0.12+

WAS 8.0.0.3 8.0.0.3 8.0.0.3

WebLogic 11g R1 (10.3.5 or later) N/A N/A

Database DB2 9.7, 10 9.7, 10 9.7, 10

DB2 for z/OS N/A 9.1, 10 10

Informix N/A N/A Limited

Oracle 11g R2 11g R2 11g R2

SQL Server N/A N/A 2005, 2008

Other Workbench Windows O/S XP, 7 7 7

Internet Explorer 8, 9 8, 9 8, 9

Firefox N/A 10 10

JDK 1.6 1.6

RSA, RAD 8.0.4 8.0.4 8.0.4

MQ 7.1 7.1 7.1

Information Server 8.7 8.7 N/A

1.6 (SR10FP1)

N/A N/A

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Technology Stack v11

 Important changes to note:

–Linux for System z (all Editions)

–WAS v8.5 (needed for OSGi support)

–Database Support v9.7 and v9.8 PureScale, v10.1 (incl. PureScale feature)

–Installation Manager

–RAD (and RSA)

Collaborative Advanced Standard

Operating System AIX 6.1, 7.1 6.1, 7.1 6.1, 7.1

Solaris (SPARC) 10 10 10

SuSE (x86-64) 11 11 11

RHEL (x86-64) 6 6 6

SuSE (System z) 11 11 11

RHEL (System z) 6 6 6

Windows Server N/A N/A 2008 R2

Application Server WAS 8.5.0.2 8.5.0.2 8.5.0.2

WebLogic 11g R1 (10.3.5 or later) N/A N/A

Database DB2 9.7, 10.1 9.7, 10.1 9.7, 10.1

DB2 for z/OS N/A 9.1, 10.1 10.1 Oracle 11g R2 11g R2 11g R2 SQL Server N/A N/A 2008, 2012

Other (Development / Integration) Installation Manager 1.5.3 1.5.3 1.5.3 Workbench Windows O/S XP, 7 7 7 Internet Explorer 8, 9 8, 9 8, 9 Firefox N/A 10 10 BPM N/A 8.0.1 8.0.1 JDK 1.6 1.6 1.6 (SR11) RAD 8.5.1 8.5.1 8.5.1 MQ 7.5 7.5 7.5

Information Server N/A 9.1 N/A

Dojo 1.7 1.8 1.8

Most current information on-line – See “System requirements for InfoSphere Master Data Management“ page

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The MDM Optimization Program bridges

the gap between setting an MDM vision

and identifying the technologies best

suited to drive successful

implementations and continuous results

IBM Master Data Management Optimization Program

Program Overview



A no cost, business assessment of you current MDM strategy by IBM Product Managers



An efficient quality assurance program for MDM solutions



Gap analysis of resource and skill sets and ways to address



Recommendations and best practices based on current and future environment



Approach to achieve continuous validation of business case and value proposition



Strategic roadmap and solution architecture

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55

Why IBM InfoSphere Master Data Management?

Complete

 All domains, styles, use cases, industries

 Master data governance

 Pre-built, extensible and customizable data models and services

Flexible

 Virtual, physical and hybrid styles in a single solution  Collaborative workflow  Reference data management  Entity resolution

Proven

 #1 market share  800 + customers  Lowest risk, Quickest time to value  Global reach  Scalability, performance

Accessible

 Designed for big data

 Cloud and mobile options

 Integration across InfoSphere solutions

 Optimized for real time

InfoSphere Master Data Management

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