Enterprise Master Data Management

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

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 Boblingen 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.