Tag Archives: workflow

Straight-Through Payments Processing: Use Data Translation And Exchange To Avoid Delays

By Nancy Atkinson, Senior Analyst, Aite Group

Karen Hsu of Informatica organized a TweetJam (#INFAtj) recently on business-to-business (B2B) payments, SEPA, and integration. In conversation with Chris Skinner of Balatro Ltd., I stayed (mostly) within the 140-character message limitations of Twitter while the hour flew by. (more…)

Posted in B2B, B2B Data Exchange, Data Transformation, Financial Services | Tagged , , , , , , , , | Leave a comment

Top 10 ICC Services for Improved Health Care

What are the opportunities for integrated solutions to address the health industry gaps discussed in prior blog postings? One of the exciting possibilities is the use of IT to make the overall health care system more efficient through a new class of intermediary – Health Information Exchanges (HIE) – that serve as integrators of the highly fragmented information silos that exist in the industry. HIE’s are, in essence, Integration Competency Centers that promise to improve health care delivery by improving efficiency and applying Lean Integration principles. (more…)

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The Elements Of Fedegration

In my last post I introduced the concept of Fedegration as the ability to leverage and manage data and content across applications for new purposes and still leave it in place for use with the existing application.

I will now discuss how our team has built and integrated what I think is the best set of technologies for a Fedegration Platform.

Let’s hit the requirements first. I believe an ideal platform should: (more…)

Posted in Application ILM, Data Integration, Master Data Management, Partners | Tagged , , , , , , , , , | 1 Comment

BPM for MDM – Great for Inbound, But Not So Much for Outbound?

The recent blog post from Forrester Research analysts Clay Richardson and Rob Karel posed an excellent question around synergies between Business Process Management (BPM) and Master Data Management (MDM). Siperian customers have been at the forefront of driving these synergistic requirements that have made the Siperian MDM Hub uniquely suited for bringing together BPM tools such as Lombardi with MDM to enable data governance.

Together with the excellent points made by Clay and Rob, one of the trends we have seen is that most of the integration of MDM and BPM has been focused on the inbound – the creation of master data. But in the outbound – synchronizing master data (from the MDM hub) with downstream systems – BPM has been less leveraged or involved.

Inbound: While an MDM hub automates the merging of a large volume of duplicates, exceptions need to be handled by the data steward in "collaboration" with the data owner/ business user. Additionally, business users are starting to interact with Hub data directly as a “system of entry”, through interfaces like Siperian’s Business Data Director. Both of these inbound scenarios require a “chain of approval” and potentially sophisticated rules for process flow. A BPM tool such as Lombardi integrated with Siperian and leveraging the Hub’s ability to store states (transitional states of records prior to being finally committed to the hub). See a previous blog post The Art of MDM Workflow for more information.

Outbound: Downstream systems that accept the data from the MDM Hub can automatically receive updates through data synchronization. Once the master data is created or updated in the MDM Hub, it can place records onto message queues for EAI style distribution to systems such as CRM/ ERP, allowing those applications to have up-to-date accurate master data. Alternatively, periodic batch exports and updates using ETL can also accomplish this albeit in a non-real time manner. Typically, since there is no human interaction or complex process flow, BPM does not enter into the equation for such processing.

In summary, so far we have seen great use cases for using BPM inbound, not so much on the outbound side. What have been your experiences and do you have situations where you have applied BPM on the outbound?

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The Art of MDM Workflow

The art of war is of vital importance to the State. It is a matter of life and death, a road either to safety or to ruin. Hence it is a subject of inquiry which can on no account be neglected
- Sun Tzu, the Art of War

As organizations begin evaluating and leveraging MDM beyond their analytical needs and start to view operational MDM as a cornerstone of their overall strategy, the question of governance and workflow becomes a vitally important topic, which cannot be neglected. For many, workflow and business process management (BPM) is a well ploughed road, with established vendors such as Lombardi (a Siperian partner) providing robust offerings. So the marketplace would have you believe in a simplistic view

Workflow Tool + MDM Hub = Victory and Mission Accomplished

but the “Art” of MDM workflow actually lies within the subtle, yet flexible nature of the MDM platform itself, the ability to handle state. Not the State as referred to in Sun Tzu’s quote but the state of the data or record as it progresses through a business process towards its ultimate destination. A significant concern for organizations looking to enable their MDM Hub as a gateway for system of entry of all master data is the ability to enforce the right level of governance through checks and balances as additions and updates to data are made by business users. A workflow tool functioning independently is designed to easily track and route the operations and approval processes to the correct defined individuals or groups. However, a key requirement of the MDM Hub, in concert with such “in-transition” workflow activities, is to be able to manage the changing state of the data.

For example, when new data is created, the MDM Hub should be able to track its state as “pending approval” or any number of additional states before its final destination – becoming the golden master data record. This built-in capability should permit complete control over the availability of the data, framing it as not yet blessed for enterprise-wide public consumption, but continuing to allow the Hub to determine and resolve conflicts that might occur. In our example, if a second addition is attempted for the same record while the previous entry is currently in the approval process, the MDM Hub’s matching capabilities would highlight such a conflict, thereby preventing duplicate effort or accidental overwriting of data. Therefore, in order to succeed, the workflow tool must leverage the unique data state management capabilities of a MDM Hub. Only then can we claim victory and mission accomplished.

Posted in Master Data Management | Tagged , , , , , , , | 1 Comment