Master Data Management

Transkript

1 Klicken, um den Master-Title-Style zu bearbeiten Master Data Management IBM Forum Wien, 4.April 2008

2 IBM Software Group Master Data Management WebSphere Center WebSphere Center Presenter: Stephan Kraft Solution Sales Leader IBM Softw are Group CEMAAS Author: DI Wolfgang Nimführ Sales Leader Information Management IBM Softw are Group Austria 2006 IBM Corporation

3 Information On Demand Unlocking the Business Value of Information & Profitability Financial Risk Insight Workforce Optimization Supply Dynamic Chain Business Optimization Multi-channel Marketing Better Business Outcomes Leverage information to better understand & optimize business performance Establish accurate, trusted information for a single version of the truth, managed over time Other Information & Application Sources Manage data & content over its lifecycle & as part of processes 3 4.April 2008 Master Data Management

4 Information On Demand Is Delivering Value Trusted Information Delivers Business Success Mergers & Acquisitions Competitive Pressures Regulatory Compliance Consumer Transformation Innovation & Growth Market Dynamics Centricity Enterprise Intelligence /Service Optimization Risk & Compliance Business Initiatives Legacy System Consolidations Data Warehousing CDI/MDM ERP/CRM Deployments Major IT Projects Quality Governance IBM Information Platform Mastering Your Data Is The Foundation For IBM Master Data Server Success IBM Information Platform Industry Models & Accelerators Industry Models & Accelerators IBM Master Data Server IBM Information Server IBM Information Server Integration Consolidation 4 4.April 2008 Master Data Management

5 Die Herausforderung - Informationsinseln Online Purchases Internet Commerce Michael Johnson User id :mjohnson JP Morgan Contract:: JP987 Application Forms Document Management Wie Unternehmen die Auswirkung schlechter Kundendaten einschätzen: 66% geben an, dass die Profitabiltät des Unternehmens negativ durch die schlechte Datenqualität beeinflusst wird 75% geben an, dass schlechte Qualität der Kundendaten der Kundenbetreuung schadet und die Kundentreue negativ beeinflusst 52% identifizieren die Integration verschiedener Systeme als eine hauptsächliche Ursache für ungenaue Informationen Informationen Service and 3 rd Party Payments Support Information Michael Johnson Mortgage.tif Industry Drivers: ERP Privacy Management, CRM Basel Data II, Do not Call Center Warehouse Call compliance, Patriot Act, Sarbanes Oxley, JP Morgan, U SA Cust ID : JP003 Mike Johnson JP Morgan Chase Last Interacti on: 4/11/03 (product not recei ved) Michael P Johnson rd Avenue NY NY In-Store Interactions Retail Point of Sale JP Morgan & Chase Contact : Michael A Johnson, CIO 270 West St, N Y Direct Mail Response CRM Marketing Michael Johnson! Opt-Out flag! No Promotion flag Online Registration Portal Michael Johnson User ID: Mjohnso! Personalized access! Gold! Sub: N ewsl etter April 2008 Master Data Management

6 Sind Stammdaten (Master Data) nicht korrekt oder sogar widersprüchlich, kann das viel Geld kosten Kunde: Marketing Verlust von Kundenloyalität durch schlechten Service (75% der Unternehmen reporten Verluste***) Recht Personal Entgangene Verkäufe** (3,5% p.a.) * Schätzungen für Retailer aus AMR 2005 [2] ** Schätzung aus AT Kearney[1] *** IBM interne Schätzung Verkauf POS Kunden Buchhaltung Kundenbeziehungen Administration Controlling Beispiel e für das KPI Modell und ausgewählte Business Cases in: CGEY-GCI 2005 [2] Produkte Organisation & Assets Beschaffung Lieferantenbeziehungen Lieferanten Produktion Lieferant: Produkt: Zu Zulange und teure Entwicklungs- und Einführungszyklen (z. (z. B. B. Retailer >80% Reduktion möglich*) Zu Zuhohe Transport- und Handlingskosten Logistik Fehlende Produktverfügbarkeit Auftragsmanagement Rechnungsstellung Beschäf- tigte Stammdaten Zu Zu viele Lieferanten (Senkung um 80% möglich***) Zu Zuschlechte Einkaufskonditionen Zu Zuhohe Kosten bei Neueinführung Lieferant (30%***) Fehler in in Aufträgen, Lieferungen, Wareneingängen, Rechnungsstellung (10%-20% Rückgang in in Retouren*, 26%***) 6 4.April 2008 Master Data Management

7 Was ist Master Data Management? Entkoppelt die Master Informationen von den einzelnen Anwendungen Wird zu einer zentralen, anwendungsunabhängigen Ressource Existing Applications Master Data Existing Applications Vereinfacht die laufenden Integrations- Aufgaben und das Entwickeln neuer Applikationen Stellt konsistente Master Information für Transaktions- und analytische Systeme sicher Sichert Daten-Qualität und Konsistenz an der Quelle anstatt Bereinigung im Data Warehouse Master Data Existing Applications Master Data Master Data Management System New Applications Historical / Analytical Systems 7 4.April 2008 Master Data Management

8 Anforderungen an Master Data Management Kunde Für eine effiziente Geschäftsoptimierung benötigen marktführende Unternehmen Einblicke in Kundenunternehmen und deren Verhaltensweisen Partnerunternehmen und deren Angebotspalette Produkte und deren Leistungsverhalten Ressourcen und deren Auslastung Standorte und deren Einsatzbereitschaft Web- Self-Service Drahtlos Call-Center CMS ERP Echtzeitanalyse Marketing und Analyse Dies ist Voraussetzung, um die Geschäftsprozesse so anzupassen, dass sich daraus ein Wettbewerbsvorteil ergibt. Kundenaccountinformationen Dokumente Neuer Geschäftsbereich Langzeitkundendaten Produkte/ Services 8 4.April 2008 Master Data Management

9 Sichtweise von IBM Master Data Management Kunde Master Information und Master Data Management sind kritische Faktoren für die Geschäftsoptimierung. Dabei wird nicht nur eine zentrale Version der Wahrheit erstellt, sondern es werden auch konsistent Daten zwischen allen Prozessbeteiligten interpretiert. Web- Self-Service Drahtlos Call-Center CMS ERP Kundenorientierung Produkt- und Serviceoptimierung Risiken und Konformität Sicherheitsbedrohung und Onlinebetrug Echtzeitanalyse Marketing und Analyse Kunde Kunde Kundenaccountinformationen Kunde Dokumente Kunde Neuer Geschäftsbereich Langzeitkundendaten Kunde Produkte/ Services 9 4.April 2008 Master Data Management

10 MDM-Lösung Kundenorientierung Zentrale, geschäftsbereichsübergreifende Sicht des Kundenunternehmens Bereitstellung von an die Interaktionen im Kundenunternehmen angepassten Produktpaketen Abgleich der Kundendaten zwischen verschiedenen Silos in der CRM-Umgebung Wiederverwendung vorhandener Ressourcen mit Haushalts- und informationen Ergebnisse der Geschäftsoptimierung Umsatzgenerierung Weniger Fehleranfälligkeit und mehr Sicherheit Höhere Genauigkeit bei Cross-Selling- und Up-Selling-Empfehlungen Erhöhung des aktiven Bestands an Investitionsgütern Kosteneinsparungen Effizientere Gestaltung der Geschäftsabläufe Kürzere Entwicklungszeiten 10 4.April 2008 Master Data Management

11 MDM-Lösung Schnellere Produktbereitstellung Synchronisierung der 2,5 Millionen Produkte bei Carrefour Austausch von Produktinformationen zwischen Carrefour und seinen Lieferanten Mehr Dateneffizienz und -genauigkeit in Referenzsystemen (0,2 bis 0,4 % des Nettojahresumsatzes) Fundierte Einblicke in die Produkthandhabung bis zu den nachgeordneten Systemen (beispielsweise ERP-Systeme) Ergebnisse der Geschäftsoptimierung Umsatzgenerierung Geringere Umsatzverluste Mehr Kundenbindung Kosteneinsparungen Höhere Genauigkeit der Produktinformationen vom Lieferanten Wiederverwendung von nachgeordneten Systemen 11 4.April 2008 Master Data Management

12 MDM-Lösung Kunden- und Produktorientierung Konsolidierung von Kundeninformationen in vier strategischen Geschäftsbereichen Direkte Verbindung der Kunden mit den Vertriebsbeauftragten Anwendung von Best Practices und Datengovernance-Richtlinien Zugriffssteuerung mit Hilfe von Sichtbarkeitsregeln Risikomanagement bei komplexen Handelsbeziehungen Ergebnisse der Geschäftsoptimierung Umsatzgenerierung Cross-Selling und Up-Selling von Produkten über mehrere Geschäftsbereiche Einheitliche Kundenerfahrung im gesamten Unternehmen Kosteneinsparungen Kürzere Entwicklungszeiten Wiederverwendung vorhandener Informationsressourcen 12 4.April 2008 Master Data Management

13 MDM-Lösung Produkt-, Kunden- und Marktorientierung Produkt: Optimierung der Produktinformationen und effizientes internes Informationsmanagement. Kunde: Strategische Nutzung und Verwaltung von Kundendaten. Markt: Länder als Märkte sehen wo ist das nächste Wachstum zu erwarten? Ergebnisse der Geschäftsoptimierung Prozessoptimierung Daten aus verschiedenen Geschäftsbereichen und Quellen (ERP, Datenbanken, XLS-Dateien) werden in einem zentralen Master-Repository konsolidiert. Geschäftsregeln für die Bereinigung und Auswertung von Daten, um Kunden, Partnern und Mitarbeitern präzise Informationen zur Verfügung stellen zu können. Bessere Informationsqualität mit weniger Fehlern. Vertriebsunterstützung Umsatzwachstum durch präzisere Informationen und höhere Kundenzufriedenheit. Ein Produktrepository mit dem gesamten Inhalt, der für den effizienten Produktvertrieb erforderlich ist. Konsistente Produktinformationen für alle Märkte und Medien im Produktlebenszyklus. Investitionsertrag Kürzere Markteinführungszeiten: zwei Wochen zusätzliche Vertriebsspanne für neue Artikel. Zeitaufwand für die Handhabung von Artikeldaten: Reduzierung um 5 % bis 10 %. Reduzierung der Kosten von externen Partnern um 25 %. Reduzierung der Dateneingabefehler von 5 % auf 0,1 % April 2008 Master Data Management

14 Die Lösung: IBM Multiform MDM Website Contact-Center ERP Multi-Domain MDM Partner Produkt Kunde Standort Kunde Lieferadresse Produkt Standort Lieferant Kunde Lieferadresse Produkt Standort Lieferant Kunde Lieferadresse Produkt Standort Lieferant Multi-Style MDM Bereichsübergreifend Aktiv Analytisch Multiple-Business-Process MDM Einführung neuer Produkte Kundenorientierung Haushalte 14 4.April 2008 Master Data Management

15 Management des kompletten Datenlebenszyklus mit IBM MDM Website Contact-Center ERP Über das Collaborative (bereichsübergreifende) MDM werden umfassende Informationen während des Datenlebenszyklus bereitgestellt. Kunde Lieferadresse Produkt Standort Lieferant Kunde Lieferadresse Produkt Standort Lieferant Kunde Lieferadresse Produkt Standort Lieferant Über das operationale MDM wird die Konsistenz und die Synchronisation von Prozessen über Web- Services sichergestellt. Über das analytische MDM wird eine unternehmensweite Mastersicht genutzt, um Einblicke in die Geschäftsprozesse zu erhalten. IBM MDM-Geschäftsservices werden in anwendungsspezifische Geschäftsprozesse integriert, um präzise und vollständige Masterdaten bereitstellen zu können April 2008 Master Data Management

16 IBM Software Group Information IBM Information Platform Management & Solutions The key word in Master Data Management isn t Data it s Management Don t confuse the symptoms with the root cause Web Site Contact Center Enterprise Syst ems Data Warehouse Many organizations attempted to address only the symptoms and have used: Data cleansing tools Data integration tools Data-centric MDM The result? They didn t solve the problem, data is still out-of-synch, and they have one more siloed repository Root Cause Business Processes Operational Functions Collaboration Analytics / Shipping Business Processes Operational Functions Collaboration Analytics Business Processes Operational Functions Collaboration Analytics / Shipping Business Processes Operational Functions Collaboration Analytics In order to solve the problem completely, address the root cause the functionality that manages the data Collaboration Data definition, creation, and synchronization with all consumers of data Symptom Supplier Order Analytic / Insight Order Analytic / Insight Order Analytic / Insight Supplier Order Analytic / Insight Operations SOA data management functionality Analytics Generate insight on master data Other MDM vendors focus on the symptom (the data) and deliver data-centric tools. IBM is the only vendor who delivers multiform MDM addressing the Management of master data for all uses and all domains April 2008 Master Data Management Copyright IBM C orporation 2007.

17 IBM Software Group Information IBM Information Platform Management & Solutions Root Cause Current systems are a barrier The Master Data Challenge Web Site Contact Center Enterprise Systems Data Warehouse Which one is (or could be) the master for all key business data items? Unfortunately, none of them can Business Processes Business Processes Business Processes Business Processes They are all consumers (users) of data they are not managers of that data Different definitions of data Different usage requirements for data Only care about data from the narrow POV of their application business process Operational Functions Collaboration Analytics / Shi pping Supplier Order Anal ytic / Insight Operational Functions Collaboration Analytics Order Anal ytic / Insight Operational Functions Collaboration Analytics / Shi pping Order Anal ytic / Insight Operational Functions Collaboration Analytics Supplier Order Anal ytic / Insight Through 2010, fewer than 20 percent of large organizations will satisfy their single view of the customer requirement solely by using the data model and database beneath a vendors application suite April 2008 Master Data Management Copyright IBM C orporation 2007.

18 IBM Software Group Information IBM Information Platform Management & Solutions The Right Solution IBM Master Data Management W eb Site Contact Center Enterprise Syst ems Data W arehouse Separation of application function from data function to create common data processing capabilities Separation of common data functionality into an enterprise application Integration of data function via business services to serve all data consumers Master data management is complementary to application processes It provides applications with accurate and complete data about all key business entities Business Processes Operational Functions Collaboration Analytics / Shi pping Supplier Order Collaborative MDM Anal ytic / Insight / Shi pping Business Processes Operational Functions Collaboration Analytics Industry SOA Business Processes Order Anal ytic / Insight / Shi pping IBM Master Data Management Operational MDM Order Business Processes Operational Functions Collaboration Analytics Anal ytic / Insight Business Processes Operational Functions Supplier Analytical MDM Order Collaboration Analytics Anal ytic / Insight Supplier Ev ent Management Data Quality Management Data Lifecycle Mgmt 18 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

19 IBM Software Group Information IBM Information Platform Management & Solutions IBM Master Data Management Collaborative MDM Flexible, scalable repository managing and linking product, location, trading partner, organization, and terms of trade information Tools for modeling, managing, capturing and creating this information with high user productivity and high information quality MDM Process Services Initiate Workflow Check-out Item Publish Catalog Integrating and synchronizing this information internally with legacy systems, enterprise applications, repositories and masters Workflow and solutions for supporting multi-department and multi-enterprise business processes Collaborative MDM Industry SOA Business Processes Operational MDM Analytical MDM Exchanging and synchronizing this information externally with business partners / Shi pping Supplier Leveraging this information via many internal and external electronic and human touch points Ev ent Management Data Quality Management Data Lifecycle Mgmt 19 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

20 IBM Software Group Information IBM Information Platform Management & Solutions IBM Master Data Management Operational MDM Build from the ground up as an SOA solution Extensive range of business services (500+) Designed for integration with operational applications Contains both large and fine grain services Add customer (large grain) Update account Get product Flexibility Easily extend or build new services from existing services Fit product to meet the process, not vice-verse Business services are intelligent containing packaged and configurable interfaces to business logic components MDM Business Services Add Open View hierarchy profile Collaborative MDM Industry SOA Business Processes Operational MDM Analytical MDM / Shi pping Supplier Ev ent Management Data Quality Management Data Lifecycle Mgmt 20 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

21 IBM Software Group Information IBM Information Platform Management & Solutions IBM Master Data Management Analytical MDM Analytical MDM addresses the need to augment MDM operational services with inline decision support analytics for purposes of reducing risk of increased costs, regulatory or reputational damage such as through: Compliance Adherence Thread and Fraud Detection Conflict Management MDM Inline Analytics Identify Thread/Fraud Conflict of Interest AML Alerts Industry SOA Business Processes Collaborative MDM Operational MDM Analytical MDM Note -- MDM integrates with traditional Analytics (Data Warehouses) as source of quality data to the DW and as consumer of DW information (e.g. lifetime value information) Supplier / Shi pping Ev ent Management Data Quality Management Data Lifecycle Mgmt 21 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

22 IBM Software Group Information IBM Information Platform Management & Solutions IBM Master Data Management The complete master data profile The master data profile provides the current, accurate and complete business entity data to all systems and channels Maintains detailed data on all key business entities s & parties Hierarchies Relationships : Jane Smith Cust. Ship-to Address: Home Main St Billing 437 Easy St Privacy Preferences: Solicitation - No Sales History: 1234, 5748, 6574 Value: High.. Master Data Services : Loan Relationships Household Daughter Jenny Husband John Employer IBM Life Events: Daughters Birthday Wedding Anniversary Interaction History: Service Issue 4/23/06 Web Order 2/2/06 Store Order 1/5/06.. Supplier: Investment Bank Demographics: Income - $100,000 Interests - Running Age - 41 X-Sell / Up-Sell Items: 5432, 4355 Agreements & Contracts Service Contract Warranty Identifier IDs April 2008 Master Data Management Copyright IBM C orporation 2007.

23 IBM Software Group Information IBM Information Platform Management & Solutions IBM MDM manages the complete data lifecycle Example with IBM MDM Web Site Contact Center Enterprise Systems 1. A is defined in IBM MDM and synchronized with both the Enterprise and website applications MDM data governance manages subscription management to ensure systems are in synch IBM Master Data Management Industry SOA Business Processes Collaborative MDM Operational MDM Analytical MDM Collaborative Use / Shi pping Supplier Operational Use A Ev ent Management Data Quality Management Data Governance 23 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

24 IBM Software Group Information IBM Information Platform Management & Solutions IBM MDM manages the complete data lifecycle Example with IBM MDM Web Site Contact Center Enterprise Systems 1. A is defined in IBM MDM and synchronized with both the Enterprise and website applications MDM data governance manages subscription management to ensure systems are in synch 2. A customer orders that product on the web store IBM MDM identifies her as a previous client w eb order information is prefilled IBM MDM manages subscription for the Enterprise system sends the required data profile (ship to data) Cust. Ship-to Cust. Ship-to Supplier Order Collaborative MDM IBM Master Data Management Industry SOA Business Processes Operational MDM Analytical MDM / Shi pping Supplier Operational Use Ev ent Management Data Quality Management Data Governance 24 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

25 IBM Software Group Information IBM Information Platform Management & Solutions IBM MDM manages the complete data lifecycle Example with IBM MDM Web Site Contact Center Enterprise Systems 1. A is defined in IBM MDM and synchronized with both the Enterprise and website applications MDM data governance manages subscription management to ensure systems are in synch 2. A customer orders that product on the web store IBM MDM identifies him as a previous client w eb order information is prefilled IBM MDM manages subscription for the Enterprise system sends the required data profile (ship to data) 3. B is discounted in the Enterprise system B is discounted in IBM MDM system, w hich manages subscription management for the w ebsite, contact center, and Enterprise systems Cust. Ship-to Cust. Ship-to Supplier Supplier Order Order Collaborative MDM IBM Master Data Management Industry SOA Business Processes Operational MDM Analytical MDM / Shi pping Supplier Collaborative Use B New Price Ev ent Management Data Quality Management Data Governance 25 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

26 IBM Software Group Information IBM Information Platform Management & Solutions IBM MDM manages the complete data lifecycle Example with IBM MDM Web Site Contact Center Enterprise Systems 1. A is defined in IBM MDM and synchronized with both the Enterprise and website applications MDM data governance manages subscription management to ensure systems are in synch 2. A customer orders that product on the web store IBM MDM identifies him as a previous client w eb order information is prefilled IBM MDM manages subscription for the Enterprise system sends the required data profile (ship to data) 3. B is discounted in the Enterprise system B is discounted in IBM MDM system, w hich manages subscription management for the w ebsite, contact center, and Enterprise systems 4. orders product B via the call center Receives the correct product discount Operational Is identified as a prior client profile Use updated w ith new transaction data Cust. Ship-to Cust. Ship-to Cust. Ship-to Supplier Supplier Order Order Collaborative MDM IBM Master Data Management Industry SOA Business Processes Operational MDM Analytical MDM / Shi pping Supplier Ev ent Management Data Quality Management Data Governance 26 4.April 2008 Master Data Management Copyright IBM C orporation 2007.

27 IBM Master Data Management How does IBM MDM deliver on the MDM promise? Manage Risk & Compliance via a Single Version of the Truth IBM Master Data Management Gain Insight through Analysis & Discovery Collaborative MDM Industry SOA Business Processes Operational MDM Analytical MDM Leverage Information for Business Transformation / Shipping Supplier Gain Control over Master Data Event Management Data Quality Management Data Governance Manage Information Complexity Information Process Components Lower Cost through Optimized Infrastructure SOURCE CONSUMER Call Center Enterprise Data Warehouse Web Site Enterprise Applications 27 4.April 2008 Master Data Management

28 Recognized Leadership Across the Spectrum Master Data Integration Data Integration Information Management May 2005 / November 2006 May 2006 Decem ber 2005 IBM Information Server WebSphere Center WebSphere Center 28 4.April 2008 Master Data Management

29 WebSphere Center WebSphere Center bietet Single View auf den Kunden Abbildung von Organisations-Hierarchien Einbindung in Business Prozesse Mobiler Self-service Kunde Lieferant Mitarbeiter Call Center Distributor Knowledge Zentraler Data-Hub für Organisationsdaten Action 500+ vordefinierte SOA Business Services für realtime Transaktionen Integrity Komponenten für Daten Qualität (Matching, Validierung) Intelligence Business-Logik Komponenten für Event Management, Authorisierung und Business-Rules Engine. Interface Real-time (XML, Web Services, WBI Adapter) und Batch Interfaces. Web Self- Service Real Time Analytics Direkt Vertrieb Data Warehouse Front office (CRM) und Back Office neutral Open/SOA built Native J2 EE Applikation Neue Basis für real-time Anwendungen Legacy Appl April 2008 Master Data Management

30 WebSphere Center Integration Architecture FRONT-OFFICE SYSTEMS Business Process Applications (e.g CRM, SFA) Integration Hub (ESB, EAI, MQ, etc.) Application Logic J2EE Application Server WCC RDBMS Other Data XML External customer demographic data Full customer view & segmentation scores Initial data matching and load Recognition Vendor Marketing data warehouse Analytics engine ETL 3 rd Party System Batch Data Load BACK-OFFICE SYSTEMS 30 4.April 2008 Master Data Management

31 WebSphere Center Master Data Hub At its core, a CDI master is: A master database Business services for maintaining master data Business Applications WebSphere Center WebSphere Center is a transaction processor Designed to support multiple interfaces Integration Hubs Batch Jobs Business Services Master Database Real-time Middleware Batch routines WebSphere Center is a transaction-style CDI hub. In order to pre-package a significant number of services, it is designed around a packaged data model. Both the services and the model are designed to accommodate configuration and change April 2008 Master Data Management

32 WebSphere Center Base Architecture WebSphere Center is a service-oriented business application (SOBA) WCC Central transaction server 100% service oriented every function is a business service to maintain the master customer profile Integrated with business logic components that govern the behavior of a business service Data quality detection of duplicate parties, data validation rules Business rules event detection, critical data change management Privacy & data security manage user/role access to data at a granular level WCC applications Data stewardship UI for managing data quality within WCC master profile Event Manager / Evergreen time-based triggering of data quality and event management processes Batch transaction processor processing batch files Service Interfaces WebSphere Center Central Transaction Server Action CDI Business Services Integrity - Data Quality Management Intelligence - Business Rules & Event Detection Intelligence Data Access & Governance Rules Data Stewardship Application Event Manager & Evergreen Knowledge Master Profile Batch Transaction Processor WebSphere Center Applications 32 4.April 2008 Master Data Management

33 Party-centric data via contract-centric processes Multiple input, multiple output design Provide Party Contract Party-centric data Identifier Party Equivalency Contract Keys Contractcentric data Hierarchy Groups 33 4.April 2008 Master Data Management

34 master profile - Party Demographic Data Risk Profile Party Values Note / Alert Financial Profile Branch Manager - Jim Hughes relationship manager Income Source Party Names Contact Method Home Phone Mrs. Jane Smith Employee Mass Affluent Segment Organization XYZ Co. Segmentation or Grouping Jane F. Smith Duplicate Suspect Solicitation Opt in/out Privacy Profile 123 Main Street Primary Residence Source Value Acxiom for household ID Mr. John Smith Husband Child, Daughter Household Member Jenny Smith Household Group 34 4.April 2008 Master Data Management

35 master profile - Party Portfolio Checking $10,500 Primary Holder Joint Holder Joint Student Saver $500 Jane Smith Investment ABC 123 $500,000 Owner Primary Holder Money Market $7500 Mortgage $250,000 Joint Mortgage Primary Card Holder Visa Credit Card Balance = $2300 Mortgaged Property 123 Main Street Joint Mortgage Joint Holder John Smith Secondary Card Holder Jenny Smith 35 4.April 2008 Master Data Management

36 Business Services - Categorization Party Demographic Services Party Person Demographic Organization Demographic Party Names Party Values Party Search Delete Party Delete Party History Roles Party Macro Roles Contract Party Roles Rebate/Claim Party Roles Grouping Party Roles Hierarchy Party Roles Relationship Party Roles Party Relationship Services Party Relationships Party Grouping Hierarchy Management Role Relationships Line of business Services Address Contact Method Household Group Role Address Standardization Address Demographics Events & Insight Services Party Events Events Value Profile service and sales services Interaction History Campaigns Privacy preferences Party values (value profile) Notes / alerts Contract Contract Component Party Contract Role Contract Billing Rebate / Claim Contract and Services Contract Note / Alert Contract Search Contract Relationships Holding Data Stewardship Duplicate Suspect Mgmt Collapse Parties Split Parties Collapse with Rules Source System Data Data Decay Meta Data Suspect Search Create Suspects Party Financial Profile Services Bank Credit Cards Payroll Deduction Income Source Party Identification & Directory Services Party Identification Registration Party Equivalency ID System Key ID Acxiom Abilitec Key Retrieval 36 4.April 2008 Master Data Management History/Audit Party History Audit Trail History Audit Trail Transaction Audit Log Delete Party History

37 Business Service Interface Overview Interface Layer Adapters / Interfaces File Formats Request Response Real-time Batch XML Interface Web Services Messaging Adapter IBM WBI Java Object Event Manager / Evergreen COBOL CICS Adapter Interface Batch Transaction Processor WebSphere Composite Transaction Center XML Framework XML COBOL Copybook Parser Flat File Custom Constructor WebSphere Center Central Transaction Server WebSphere Center Fast Track Transaction Server Message Queue Notification Framework 37 4.April 2008 Master Data Management

38 Data Warehouse Integration - Sample Online - Operational Offline - Analytical Back Office Master Data Hub Front Office WS Application Server WS Center WS QualityStage IBM Entity Analytics WS DataStage WS InformationAnalyzer Single, simplified load of operational customer data Simplified publishing of customer insight to all operational channels WS QualityStage WS DataStage WS QualityStage WS DataStage Data Marts & Analytical Applications Profile Enterprise Data Warehouse Load Channel data and events IBM Industry Model s WS Business Glossary Rational Data Architect Load /product data and events 38 4.April 2008 Master Data Management

39 Sample s WebSphere Center Main Reasons Selected WCC over alternatives (1) Best Technical Solution in Marketplace - J2EE, Open Standards, Neutral (2) Proven Ability to Scale to meet operational requirements (3) Only package solution with proven enterprise customer and production references (4) IBM leader in CDI implementation best practices cost containment and time to market (5) Specialist skills and experience in all aspects of CDI implementations Citi Global Consumer Group: Vault Project Unifying 200+ million customer records across all consumer lines (retail bank, cards, insurance, etc) SAS, ACXIOM, Ab Initio Websphere, TIBCO Citi Commercial Business Group Unifying 1.2 million commercial customer records 3 LOB 27 Back-office systems (Lease, Loans, Real Estate, etc) Ab Initio WCC UI WebSphere, Oracle, WMQ, WPS CIF-ODS Project Unifying 25 million customer records 5 LOB, Dozens of product lines Siebel CRM, Chordiant Trillium, Informatica 30 Back-office systems WebSphere, WebMethod ECIB-ODS Project Unifying 16 million retail / commercial customer records 3 LOB across financial services Siebel CRM client 5 Back-office systems WebSphere, WBI TCV-ODS Project Unifying 16 million customer records Across Commercial & Retail Banking Siebel CRM, Pivotal, Salesforce.com, WebTone Code 1, Ab Initio 2 existing CIFs (CRS & CRF) + multiple Backoffice systems WebSphere, WMQI, 39 4.April 2008 Master Data Management

40 WebSphere Center - Overview Pricing Optimization Promotions Mgmt CPFR Returns UCCnet New Intro End of Life Website TRANSORA Sales Brochures WWRE Other Data Pools Portal Specs Paper catalog publishing EDI Web catalog Suppliers I n t e g r a t e T r a n s f o r m H a r m o n i z e RFID Global Data Synchronization ERP & CRM Systems Legacy Systems Document Management Systems Images, Docs Excel Content Lev erage 40 4.April 2008 Master Data Management

41 Sample s WebSphere Center 41 4.April 2008 Master Data Management