Information Management IBM InfoSphere Master Data Management, Version 11.3

Scenarios for InfoSphere MDM

Scenarios show how you might use the various editions of InfoSphere® MDM to master data and improve data governance.

The following examples list only a few of the ways that you might take advantage of the different editions of InfoSphere MDM. Which edition and features you use typically depends on your requirements and environment. The scenarios describe options for meeting requirements for particular environments. But because InfoSphere MDM is flexible and configurable, you might use a different edition or different features to achieve similar business or organizational goals. These scenarios consider a few key industries as examples, however it is not possible to list specific information for all the industries and domains that can benefit from InfoSphere MDM.

Generally, if you obtain InfoSphere Master Data Management Standard Edition, you deploy MDM as a registry implementation. If you obtain InfoSphere Master Data Management Advanced Edition or InfoSphere Master Data Management Enterprise Edition, you deploy MDM either as a registry implementation or as a centralized implementation. In Advanced and Enterprise Editions, you can have both registry and centralized implementations by using hybrid MDM in this scenario:

Patient data from multiple clinics

With InfoSphere Master Data Management Standard Edition, a regional healthcare organization allows its individual clinics to maintain diagnostic and treatment information locally. While the organization maintains a centrally located index (or "registry") of the distributed data. The organization chooses this registry implementation style because government regulations do not allow healthcare organizations to modify the data that is provided by clinics. Therefore, the organization cannot consolidate source records into a single physical record that happens with a centralized implementation style. The registry style provides a complete view of a patient across all clinics. At the same time, this implementation enables newly acquired clinics to be integrated quickly into the organization.
How it works:
  1. The MDM architect uses the Patient Hub to quickly set up an MDM environment as a registry implementation.
  2. The MDM architect and data steward use the InfoSphere MDM Workbench to run processes that clean and de-duplicate the data. Then InfoSphere MDM stores a consolidated virtual view of each patient.
  3. Customer service representatives and clinic staff use InfoSphere MDM Inspector, InfoSphere MDM Flexible Search, and InfoSphere MDM Enterprise Viewer to perform data stewardship activities.
  4. Application developers create custom business process flows for business analysts to analyze and improve patient data. At the same time, the organization continues to integrate data from newly acquired clinics.

Customer centralization for insurance policies

Using InfoSphere Master Data Management Advanced Edition, a property and casualty insurance company centralizes insurance-policy data for faster and more accurate actuarial analysis. The centralization works well for information that is complex but relatively static (for example, coverage under multiple policies). As the company loads customer data from different sources into the central system, InfoSphere MDM standardizes the party information and merges duplicate customer records. This action is based on predefined business rules for survivorship. The company expects to integrate new data sources gradually over time.
How it works:
  1. The MDM architect starts with the default party domain to model the insurance customers and to set up the MDM environment in a centralized implementation style.
  2. The MDM architect and data steward can augment the built-in capabilities by developing extensions and additions. For example, the company might develop an extension to populate a new field that contains only the last 4 digits of a customer's Social Security Number. Administrators might allow an application that is used by call-center agents to access the new field, while the administrators prohibit access to the full Social Security Number.
  3. Local agents and call-center agents access a single view of a customer with the Data Stewardship UI so they can improve cross- and up-sell opportunities.
  4. Business analysts review customers’ coverage under multiple policies by using IBM® Cognos® reports.

Single view of citizens for government agencies

With InfoSphere Master Data Management Advanced Edition, a government agency creates a single view of "persons of interest" that is built from multiple data sources. By using a centralized implementation, the agency can easily augment the data model with more attributes such as multiple alias fields and last known location.
How it works:
  1. The MDM architect starts with the party domain to build a model of persons of interest and to set up the MDM environment in a centralized implementation style.
  2. The MDM architect and data steward can augment the built-in capabilities by developing extensions and additions.
  3. The MDM architect generates a feed into an InfoSphere Identity Insight system for party actions, such as updates, additions, and deletions.
  4. Application developers create custom user interfaces with the InfoSphere MDM Application Toolkit so that government employees can view the person data.

Consistent product information for the retail industry

With InfoSphere Master Data Management Collaborative Edition, a retail business has consistent product information both for its customers and for internal operations. The customer can see the same product information from mobile applications, websites, or at a physical store. For internal operations, consistent product information streamlines interactions with vendors, manufacturers, and internal teams, such as sales and marketing.
How it works:
  1. The MDM architect starts by creating the data model and business-process objects for product information management.
  2. The MDM architect simplifies the addition of new products to the product line by setting up global data synchronization with existing vendor and manufacturing systems.
  3. The business users create and update product packages with shared workflows.

Customer-centric initiative for financial services

With InfoSphere Master Data Management Enterprise Edition, a financial services company recently added new products. The company wants to offer them to customers of its recent acquisition, a regional bank.
How it works:
  1. The MDM architect consolidates the company's existing customers with its new regional bank’s customers, while the architect allows the regional bank to maintain its customer records. The architect implements a hybrid MDM model, where some data is stored centrally in its complete form. At the same time, the architect centrally stores pointers to data that is maintained regionally in a registry implementation.
  2. Data stewards and business analysts ensure compliance with regulations such as privacy controls, Basel accords, and tax compliance.
  3. Data stewards define and manage reference data (for example, country codes, gender codes, and customer types) for the company’s customers. Then, the company can send certain product offerings only to eligible customers.
  4. With collaborative authoring of bundled offerings, business users centrally manage bundles, check eligibility or pricing, make updates, and detect violations of terms and conditions.


Last updated: 27 June 2014