Enterprise Master Data Management (Paperback) An SOA Approach to Managing Core Information

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

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 Böblingen 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^® for MVS™, 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^® Networking, DCE, IBM Global Sign-On, and Tivoli^® 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 Böblingen 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™ 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^® 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.

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