Enterprise Master Data Management
An SOA Approach to Managing Core Information
Published on 12. June 2008
Book
Hardback
656 pages
978-0-13-236625-0 (ISBN)
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 (R) 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
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 (R) 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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An SOA Approach to Managing Core Information
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An SOA Approach to Managing Core Information
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An SOA Approach to Managing Core Information
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Persons
Allen Dreibelbis has 30 years of experience in the IT Industry. He spent 16 years providing system integration and consulting services to public-sector clients while working for IBM. His expertise spans enterprise architecture, software development, complex systems integration, and Master Data Management. Allen currently is an Executive Architect in the IBM Software Group World-Wide Information Platform and Solutions Acceleration Team. He developed the Master Data Management Reference Architecture in 2006 while collaborating with colleagues across the IBM SWG Information Platform and Solutions organization and the IBM Information on Demand Center of Excellence. He provides customer briefings and training on the Master Data Management Reference Architecture and conducts architecture workshops for customers on implementing Master Data Management Solutions within their enterprises. Allen holds a B.S. in Computer Science from Pennsylvania State University.
Eberhard Hechler is a Senior Certified IT Architect (SCITA) and Executive IT Architect. He joined the IBM Boeblingen Lab in Germany in 1983 as a junior programmer. Eberhard worked more than two years on an international assignment with the IBM Kingston Lab in New York, and he has worked on projects in software development, performance optimization and benchmarking, solution architecture and design, software product planning, management, technical consultancy, and technical alliance management. In 1992, Eberhard began to work with DB2 (R) for MVS (TM), focusing on testing and performance measurements of new DB2 versions. Since 1999, his focus has been on Information Management and DB2 UDB on distributed platforms. He is currently the Technical Enablement Architect for IBM Information Platform & Solutions, working with System Integrators throughout Europe. Eberhard holds a M.S. in Mathematics (Diplom- Mathematiker) from Hamburg University.
Ivan Milman is a Senior Technical Staff Member at IBM, focusing on security and governance in the Information Management area within the IBM Software Group in Austin, Texas. Over the course of his career, Ivan has worked on a variety of distributed systems and security technology, including OS/2 (R) Networking, DCE, IBM Global Sign-On, and Tivoli (R) Access Manager. Ivan has also represented IBM to standards bodies, including The Open Group and IETF. Prior to his current position, Ivan was the lead architect for the IBM Tivoli Access Manager family of security products. Ivan is a member of the IBM Security Architecture Board and the IBM Data Governance Council. Ivan is a Certified Information Systems Security Professional and a Master Inventor at IBM, and has been granted 12 U.S. patents.
Martin Oberhofer joined IBM in the IBM Silicon Valley Labs in the United States as a developer for database technology. After returning to Germany, he joined the IBM Boeblingen Lab, from which he still works as a Technical Consultant and member of the World-Wide IBM Software Group Master Data Management Center of Excellence. His areas of expertise include database technologies, Java (TM) software development, MDM architecture, and IT systems integration. His special focus area is integrating MDM systems into the operational IT landscape by synchronizing and distributing master data with SAP application systems. He provides architecture workshops to customers and system integrators. He holds a M.S. in Mathematics from the University of Constance, Germany.
Paul van Run has almost 10 years experience in MDM and 15 years in IT. At DWL, he was part of the R&D leadership team developing DWL Customer, one of the first dedicated CDI products on the market. After the acquisition of DWL by IBM in 2005, he became a Senior Technical Staff Member, and he is responsible for the architecture of the IBM Master Data Management products: MDM Server (formerly WebSphere (R) Customer Center) and WebSphere Product Center, both market leaders in their segments. Before coming to DWL, Paul worked as a software developer in the insurance industry for an ING Group subsidiary in Canada. Paul holds a M.S. in Information Science from the Technical University of Eindhoven, the Netherlands, and a M.S. in Computer Science from the University of Waterloo, Canada.
Dan Wolfson is an IBM Distinguished Engineer and the chief architect and CTO for the Information Platform and Solutions segment of the IBM Information Management Division of the IBM Software Group. He is responsible for architecture and technical leadership across the rapidly growing areas of Information Integration, Master Data Management, and Industry Models. Dan's previous roles include CTO for Business Integration Software and chief architect for Information Integration Solutions.
Dan has more than 20 years of experience in research and commercial distributed computing, including transaction and object-oriented systems, software fault tolerance, messaging, information integration, business integration, metadata management, and database systems.
Eberhard Hechler is a Senior Certified IT Architect (SCITA) and Executive IT Architect. He joined the IBM Boeblingen Lab in Germany in 1983 as a junior programmer. Eberhard worked more than two years on an international assignment with the IBM Kingston Lab in New York, and he has worked on projects in software development, performance optimization and benchmarking, solution architecture and design, software product planning, management, technical consultancy, and technical alliance management. In 1992, Eberhard began to work with DB2 (R) for MVS (TM), focusing on testing and performance measurements of new DB2 versions. Since 1999, his focus has been on Information Management and DB2 UDB on distributed platforms. He is currently the Technical Enablement Architect for IBM Information Platform & Solutions, working with System Integrators throughout Europe. Eberhard holds a M.S. in Mathematics (Diplom- Mathematiker) from Hamburg University.
Ivan Milman is a Senior Technical Staff Member at IBM, focusing on security and governance in the Information Management area within the IBM Software Group in Austin, Texas. Over the course of his career, Ivan has worked on a variety of distributed systems and security technology, including OS/2 (R) Networking, DCE, IBM Global Sign-On, and Tivoli (R) Access Manager. Ivan has also represented IBM to standards bodies, including The Open Group and IETF. Prior to his current position, Ivan was the lead architect for the IBM Tivoli Access Manager family of security products. Ivan is a member of the IBM Security Architecture Board and the IBM Data Governance Council. Ivan is a Certified Information Systems Security Professional and a Master Inventor at IBM, and has been granted 12 U.S. patents.
Martin Oberhofer joined IBM in the IBM Silicon Valley Labs in the United States as a developer for database technology. After returning to Germany, he joined the IBM Boeblingen Lab, from which he still works as a Technical Consultant and member of the World-Wide IBM Software Group Master Data Management Center of Excellence. His areas of expertise include database technologies, Java (TM) software development, MDM architecture, and IT systems integration. His special focus area is integrating MDM systems into the operational IT landscape by synchronizing and distributing master data with SAP application systems. He provides architecture workshops to customers and system integrators. He holds a M.S. in Mathematics from the University of Constance, Germany.
Paul van Run has almost 10 years experience in MDM and 15 years in IT. At DWL, he was part of the R&D leadership team developing DWL Customer, one of the first dedicated CDI products on the market. After the acquisition of DWL by IBM in 2005, he became a Senior Technical Staff Member, and he is responsible for the architecture of the IBM Master Data Management products: MDM Server (formerly WebSphere (R) Customer Center) and WebSphere Product Center, both market leaders in their segments. Before coming to DWL, Paul worked as a software developer in the insurance industry for an ING Group subsidiary in Canada. Paul holds a M.S. in Information Science from the Technical University of Eindhoven, the Netherlands, and a M.S. in Computer Science from the University of Waterloo, Canada.
Dan Wolfson is an IBM Distinguished Engineer and the chief architect and CTO for the Information Platform and Solutions segment of the IBM Information Management Division of the IBM Software Group. He is responsible for architecture and technical leadership across the rapidly growing areas of Information Integration, Master Data Management, and Industry Models. Dan's previous roles include CTO for Business Integration Software and chief architect for Information Integration Solutions.
Dan has more than 20 years of experience in research and commercial distributed computing, including transaction and object-oriented systems, software fault tolerance, messaging, information integration, business integration, metadata management, and database systems.
Content
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
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