Enterprise Master Data Management: An SOA Approach to Managing Core Information

Product Description

The Only Complete Technical Primer for MDM Planners, Architects, and Implementers

Companies moving toward flexible SOA architectures often face difficult information management and integration challenges. The master data they rely on is often stored and managed in ways that are redundant, inconsistent, inaccessible, non-standardized, and poorly governed. Using Master Data Management (MDM), organizations can regain control of their master data, improve corresponding business processes, and maximize its value in SOA environments.

Enterprise Master Data Management provides an authoritative, vendor-independent MDM technical reference for practitioners: architects, technical analysts, consultants, solution designers, and senior IT decisionmakers. Written by the IBM^® data management innovators who are pioneering MDM, this book systematically introduces MDM’s key concepts and technical themes, explains its business case, and illuminates how it interrelates with and enables SOA.

Drawing on their experience with cutting-edge projects, the authors introduce MDM patterns, blueprints, solutions, and best practices published nowhere else—everything you need to establish a consistent, manageable set of master data, and use it for competitive advantage.

Coverage includes

• How MDM and SOA complement each other
• Using the MDM Reference Architecture to position and design MDM solutions within an enterprise
• Assessing the value and risks to master data and applying the right security controls
• Using PIM-MDM and CDI-MDM Solution Blueprints to address industry-specific information management challenges
• Explaining MDM patterns as enablers to accelerate consistent MDM deployments
• Incorporating MDM solutions into existing IT landscapes via MDM Integration Blueprints
• Leveraging master data as an enterprise asset—bringing people, processes, and technology together with MDM and data governance
• Best practices in MDM deployment, including data warehouse and SAP integration

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Table of Contents

Foreword: Ambuj Goyal    xix
Foreword: Aaron Zornes   xxi
Preface    xxiii
Acknowledgments    xxxi
About the Authors    xxxiii

Chapter 1: Introducing Master Data Management        1
1.1 Introduction to Master Data Management    1
1.2 Why an MDM System?    6
1.3 What Is a Master Data Management System?    12
1.4 Business Benefits of Managed Master Data   37
Conclusion   53
References    53

Chapter 2: MDM as an SOA Enabler           55
2.1 Overview    55
2.2 Brief Introduction to SOA    57
2.3 Information as a Service    83
2.4 MDM as a Service    86
Conclusion    90
References    90

Chapter 3: MDM Reference Architecture         93
3.1 Definitions and Terms    93
3.2 Conceptual Architecture Overview    98
3.3 MDM Conceptual Architecture    106
3.4 Architecture Principles    110
3.5 MDM Logical Architecture    114
3.6 MDM Component Model    119
3.7 Component Relationship Diagram    139
3.8 Master Data Management Component Interaction Diagrams    141
Conclusion    162
References    166

Chapter 4: MDM Security and Privacy           167
4.1 Introduction    167
4.2 Information Risk Management for Master Data    169
4.3 Security Considerations in MDM    179
4.4 Logical SOA Security Architecture    187
4.5 Applying the Security Reference Model to MDM    199
4.6 Privacy    213
Conclusion    216
References    216

Chapter 5: MDM Architecture Patterns           219
5.1 Introduction to Patterns    219
5.2 Terminology    221
5.3 MDM Architecture Patterns Overview    226
5.4 MDM Hub Patterns    235
5.5 Information-Focused Application Integration Patterns    259
5.6 Process-Focused Application Integration Patterns    276
5.7 Enterprise System Deployment Patterns    285
5.8 Pattern Selection and Pattern Composition    302
Conclusion    304
References    305

Chapter 6: PIM-MDM Solution Blueprints                307
6.1 Introduction to Master Data Management Solutions Blueprints    307
6.2 Terms and Definitions    308
6.3 New Product Introduction (NPI) Solution Blueprint for Consumer Electronics Industry    310
6.4 Global Data Synchronization Solution Blueprint for Retail    328
6.5 PIM-RFID Solution Blueprint for Track & Trace    344
Conclusion    369
References    369

Chapter 7: CDI-MDM Solution Blueprints                371
7.1 Introduction    371
7.2 Master Patient Index Solution Blueprint for Healthcare    372
7.3 Cross- and Up-Sell Solution Blueprint for Banking & Insurance    390
7.4 Fraud and Theft Solution Blueprint for Banking and Insurance    410
7.5 Self-Service Website Solution Blueprint for Telco    424
Conclusion    437
References    438

Chapter 8: MDM Integration Blueprints            441
8.1 Introduction to MDM Integration Blueprints    441
8.2 Leveraging Data Warehouse (DW) Systems for MDM Integration Blueprint    442
8.3 SAP Application Integration Blueprint    455
Conclusion    475
References    475

Chapter 9: Master Data Management and Data Governance            477
9.1 Governance    477
9.2 MDM Project Lifecycle and Data Governance    489
9.3 Data Stewardship    496
9.4 Data Quality    496
Conclusion    507
References    507

Appendix A: MDM User Roles               509
A.1 User Roles for Solution Evaluation   510
A.2 User Roles for Solution Development    511
A.3 User Roles for Solution Administration and Operation    519
A.4 The Solution User    528
A.5 Relations between User Roles    528
References    532

Appendix B: Software and Solution Offerings for MDM Deployments           533
B.1 Analytic Services    534
B.2 Enterprise Application Integration using ESB    534
B.3 External Data Providers    534
B.4 Information Integration Services    535
B.5 Master Data Management Services    535
B.6 Security   535
B.7 Track and Trace Solutions    536
B.8 Links to Relevant Homepages    536

Appendix C: Master Data Management and Regulations         539
C.1 Introduction   539
C.2 Regulations    540
References    558

Appendix D: Standards and Specifications          559

Appendix E: Glossary & Terms            575

Index               599