Data Sheet

Intelligent MDM SaaS

Key Benefits
Digital Business Requires Intelligent
Master Data Management • A modern cloud experience
Businesses in every industry feel today’s pressure to innovate their that increases adoption,
products and services, transform business models and operations, productivity, and agility
and improve customer experience to stay competitive in a digital-first
• An easy-to-manage solution
world. Yet, the critical data necessary to improve business outcomes
that speeds deployment
is fragmented across line-of-business applications and analytical data
and reduces the cost of
stores on premises and in multiple cloud ecosystems.
ownership
Master data management helps you ensure the consistency and quality
• A comprehensive solution
of multiple domains of master data such as customer, product, supplier,
that accelerates business
cost centers, locations, and more. With multidomain MDM, you can build
outcomes
a 360-degree view across the business and get insights into
how activities and relationships in different functional areas of the
business impact overall business performance.

Your ability to manage multiple domains of master data and build a

360-degree view across your business value chain is critical to be able
to achieve strategic business objectives such as customer experience,
digital commerce, supply chain optimization, and finance transformation,
improving key metrics such as:

• Revenue Growth. Drive growth by managing customer, product,

and channel data to improve marketing analytics and commerce
operations
• Cost Optimization. Control costs by managing material, supplier, and
purchase order data to improve procurement analytics and logistics
management
• Business Innovation. Adapt to changing market conditions by
managing sales, operations, and finance data to improve scenario
analytics and introduction of new products and services

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Key Capabilities
Informatica® Intelligent Master Data Management is the only offering
that manages all domains of master data in a single SaaS solution,
supported by the Informatica Intelligent Data Management Cloud
(IDMC). We provide market-leading capabilities built on a modern
microservices architecture and make extensive use of AI to automate
and scale the practice of mastering data. Preconfigured domain and
industry content and low-/no-code configuration simplify administration
and stewardship tasks, speeding deployment and streamlining ongoing
management. AI-powered automation and modern user interfaces
increase productivity and efficiency, and the ability to manage multiple
domains ensures long-term return on investment.

Figure 1: Everything you need to modernize the practice of master

data management.

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Connectivity

Connectivity is important for master data discovery, third-party

enrichment, replication across applications, syndication to data pools,
and sharing across cloud, on-premises, mobile, and social processes.
With Multidomain MDM SaaS on the Informatica Intelligent Data
Management Cloud, you can choose from an extensive list of prebuilt
connectors or join hundreds of customers who have configured
thousands of custom connectors using low/no code development to
integrate and share your master data anywhere it’s needed.

Figure 2: Informatica Intelligent MDM SaaS out of the box connector examples.

Data Discovery, Profiling, and Cataloging

The data and application landscape has become increasingly complex

and fragmented. Master data is siloed across line-of-business
applications and analytical data stores on premises and in multiple cloud
ecosystems. The Informatica CLAIRE AI engine helps you automate
master data discovery, determining domain type, identifying personal
and sensitive data, mapping lineage, and cataloging master data assets.

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Figure 3: Discover, profile, and catalog master data across the enterprise.

Data Modeling

Informatica Intelligent Multidomain MDM SaaS is a true multidomain

solution, and provides prebuilt, extensible, and customizable data models
for any type of master data, including but not limited to customer,
material, supplier, employee, product, location, asset, and cost centers,
along with verticalized variations of those domains. We’ve also created
“Smart Fields,” which leverage the CLAIRE AI engine and allow you to
quickly add and map new data sources for common data types like
addresses, phone numbers, and emails. All aspects of data modeling are
easily managed from a single pane of glass.

Figure 4: Informatica MDM SaaS intuitive low/no code model

configuration interface.

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Hierarchies and Graph Relationships

Organizing master data into hierarchies is an important aspect of

supporting multiple operational and analytical use cases. Informatica
supports all types of hierarchies defining parent-child relationship
between business entities such as balanced, unbalanced, ragged and
recursive. The CLAIRE AI engine also automates creation of a master
data knowledge graph by inferring relationships between master data
entities, as well as the relationships between master data
and other types of data like activity data.

Figure 5: Informatica Intelligent MDM SaaS master data knowledge graph.

Data Integration, APIs, and Synchronization

Once data models, hierarchies, and relationships are defined, you’ll

need to onboard data. Informatica Intelligent Multidomain MDM SaaS
leverages the integration services of the IDMC to support multiple
patterns for both ingress and egress of master data such as bulk, batch,
and real-time ETL, SOAP, EJB and REST APIs, and message queues.
These messaging, API, and event-based publishing capabilities help
you seamlessly orchestrate the exchange of master data at any latency
across cloud, mobile, and on-premises applications used in business
processes.

We simplify data integration mappings using a canonical staging model,

and our “Smart Field Mapping” functionality uses the CLAIRE AI engine
to automate onboarding of master data by identifying source fields and
field types and mapping them to master data models.

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Figure 6: Accelerate master data onboarding with AI-powered
“Smart Field Mapping.”

Data Quality and Enrichment

The primary goal of master data management is accurate, complete,

and consistent data about the core business entities used to run your
business. Through embedded Cloud Data Quality services, Informatica
Intelligent Multidomain MDM SaaS supports batch and real-time
modes of profiling, parsing, standardization, validation, and enrichment.
Additionally, with reference data management capabilities, validation
rules and reference data lookups can be embedded into operational
processes, and API calls can be made to external data providers like D&B
and Acxiom.

Blended machine learning techniques like deterministic, heuristic,

and probabilistic are used to automate profiling, cleansing, and
standardization. The CLAIRE AI engine can also recommend and
associate data quality rules with master data fields and automate
execution of those rules across all the master data sources in an
enterprise.

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An additional benefit of “Smart Field” capabilities, context-aware fields
within the data model means the system automatically knows how to
standardize and verify address, phone number, and email data. With
Informatica’s Data as a Service, a simple click of a checkbox allows this
information to be automatically validated against authoritative sources
such as a national postal database.

Figure 7: Informatica Intelligent MDM SaaS “Smart Fields” automate data validation.

Match, Merge, and Survivorship

Unique to MDM is the accurate and highly precise consolidation of

multiple different records of a domain in the best version of the truth.
Consistent master data is much easier to maintain once master data
has been deduplicated and records have been consolidated into a single
golden record. Informatica uses a combination of declarative rules
and AI algorithms to improve data matching accuracy. The Intelligent
Match feature of the CLAIRE AI engine enables business subject matter
experts to use machine learning to train the match engine by simply
going through a few rounds of matching records. Full transparency
is provided into the calculation behind the match score for any given
match pair.

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Figure 8: Train match algorithms in hours instead of days with our “Intelligent
Match” feature.

Our patented Trust Framework defines survivorship rules and calculates

trust scores at the attribute level, allowing you to pick the most recent,
correct, and trusted source for each field. For example, CRM is usually
a good source of phone numbers and email addresses, but a shipping
system is usually a better source for address fields. Trust rules are
applied automatically when two records are merged, when any source
record is updated, and when records are unmerged.

Process Management and Workflow

Embedded Cloud Application Integration services within the IDMC

provides a full BPM engine within MDM that implements WS-BPEL
2.0 and BEPEL4People-compliant process models and encompasses
event processing, service orchestration, and process management. The
product covers all applicable business functions internal to MDM, such
as task management and conditional routing, along with integrating
MDM into large business processes such as delivering personalized
offers into specific customer touchpoints and track-and-trace in
product recalls.

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The product also provides out-of-the-box workflows with preconfigured
multi-step approval processes, “Save the Draft” functionality within
workflows, and out-of-the-box dashboard measuring workflow progress.
Prebuilt functions include create and update, as well as domain-specific
workflows. Workflows are easily customized with a user-friendly, low/no
code interface.

Figure 9: Integrate master data into larger business processes like order tracking.

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Stewardship and Task Management

A configurable task inbox shows data stewards their list of current tasks
and the status of each task, with drilldown to the underlying subtasks.
Data stewards (or a task administrator) can reassign tasks to other
users to complete. Conditional notification and routing capabilities speed
identification and remediation of issues.

Figure 10: Informatica Intelligent MDM SaaS configurable task inbox.

The CLAIRE AI engine helps data stewards and business users improve
data quality at the point of entry. The “Similar Records” recommendation
panel slides onto the screen when records are trying to be entered that
are like existing records. This help prevent data duplication and the need
for matching and merging records later.

Business Entity Services APIs allow you to embed master data

stewardship into business applications and processes. You can make
REST calls to create, update, delete, and search for base object records
and related child records in a business entity, as well as create, update,
and delete attachments to tasks and records.

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Data Governance

Informatica Intelligent MDM SaaS maintains a highly governed set of

core attributes that are the basis of a common definition of master data
entities to ensure completeness and consistency across the enterprise.
Master data policies are enforced to stay compliant with internal
standards and external regulations. For example, we can execute internal
controls for separation of duties by enforcing the creator of changes and
the approver of changes must be different people. The product keeps
a full audit trail of changes including, who, what, and when. This audit
trail includes a timeline capability to search for, view, and compare per
effective dates.

Figure 11: Easily track and audit changes to master data.

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Data Privacy

Master data may also contain sensitive data about customers,

employees, and partners that is subject to a variety of data privacy
regulations. As part of the master data discovery process the CLAIRE
AI engine can identify and classify sensitive and personal data, allowing
you to associate privacy policies and map rules for enforcement. You
can also master consent—including where the consent was given, when
a consent has been revoked, and what types of data can be used for
which purposes—as an attribute of the master data record, to better
understand how you should use the data.

Figure 12: Examples of privacy policies that are applicable to personal data.

Access controls are enforced based on policies and user authorizations

that you set, and master data can be dynamically masked at query time.
Multidomain MDM SaaS provides real-time monitoring and protection
as part of API-based master data exchange in business processes. You
can audit, record, and block sensitive data leakage in API requests and
responses. You can also select the type of information to protect—such
as credit card numbers, personally identifiable information (PII), and
tax identification numbers—as well as the level of protection for each
information type to requests, responses, or both.

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Security

With increased global connectivity and cyber-attacks on the rise, it’s

critical to protect your master data. We built our cloud with security as
a primary design principle, and our product development incorporates
Informatica’s Secure Development Lifecycle to ensure that we eliminate
security defects while we develop our products.

Informatica maintains the most stringent cloud security certificates.

Data at rest is encrypted using an AES-128 key, while data in transit uses
TLS-1.2 or greater protocol. Our cloud security program focuses efforts
and resources across the following areas:

• Application security

• Identity and access management

• Vulnerability management

• Security incident response

• Training and awareness

• Business continuity and disaster recovery

• Governance, risk management, and compliance

Informatica Multidomain MDM SaaS supports cell-level, role-

based security. Roles are highly granular and flexible, which allows
administrators to implement safeguards that align with the security
policies of their organization.

A user account inherits the privileges configured for any role to which the
user account is assigned. Multiple authentication options are available,
including password-based, SSO-based, certificate-based or token based,
and master data can be dynamically masked at query time.

Figure 13: User account management is done centrally for all services.

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Dashboards and Insights

The business user’s experience is critical to the success of master

data management programs. After studying the context in which
different people—such as business users, data stewards, application
administrators, and analytics teams—use master data management
solutions (including their end-to-end interaction processes), we were able
to design intuitive interfaces, guided workflows, and machine learning
recommendations that increase adoption, productivity, and agility.

Configurable, role-based dashboards summarize information and

present an easily digestible view that is contextualized for the person
who is using it. And in addition to ensuring the core master data is
correct, you can enrich it and link it with other information, such as
activity data, to enable drill down for detailed analysis and insights. Alerts
highlight changes, and recommendations from the CLAIRE AI engine
help guide user actions. Additionally, calculated fields, such as churn
scores, and data from non-mastered and other external sources, such as
social media, can be inserted into the dashboards for a comprehensive,
single view of a record.

Figure 14: A modern cloud experience that increases adoption, productivity,

and agility.

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Data Sharing and Marketplace

Broad and consistent use of master data throughout the organization

improves analytics, operations, and decision making. We enable self-
service access to master data through a data marketplace that provides
create and publish, search and shop, and fulfill and track capabilities
to help you build a data-driven organization. The CLAIRE AI engine
uses content-based filtering, user ranking, and data similarity to make
recommendations about master data to use.

Data usage terms and conditions are applied based on the type of
master data being accessed, to provide guidance to data consumers
regarding how to use sensitive and personal information compliantly
and ethically. Once usage policies have been accepted, users can
automate provisioning (for example, into cloud data lakes for AI projects)
of master data.

Figure 15: Easily find and access master data through the data marketplace.

Summary
With Multidomain MDM SaaS, we’ve created the most modern and all-
in-one MDM solution using a cloud-native microservices architecture
delivered through the Intelligent Data Management Cloud, user-centric
design principles, and AI-powered automation of the CLAIRE AI engine.
Like all technology-enabled business disciplines, the capabilities required
for the practice of master data management are constantly evolving
to address changing business needs. By modernizing the practice of
master data management, we’re able to provide customers with:

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 • A modern cloud experience that increases adoption, productivity, Get a faster return on your
and agility. By studying the context in which different people—such investment with Informatica
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and analytics teams—use master data management solutions Talk to our experts in cloud
(including their end-to-end interaction processes), we’ve been data management.
able to design intuitive interfaces, guided workflows, and machine Check out our services.
learning recommendations that simplify the discovery, curation, and
consumption of master data for analytical and operational use. Informatica (NYSE: INFA)
brings data to life by
• An easy-to-manage solution that speeds deployment and reduces
empowering businesses to
the cost of ownership. Integrating all the data management
realize the transformative
capabilities required for the practice of master data management—
power of their most critical
such as data and process integration, API management, data quality,
assets. When properly
data modeling, hierarchy and graph relationship management,
unlocked, data becomes a
workflow and task management, and security—in a single solution
living and trusted resource
with pre-configured domain and industry content, simplifying
that is democratized across
implementation and administration of multidomain master data
your organization, turning
management.
chaos into clarity. Through
• A comprehensive solution that accelerates business outcomes. the Informatica Intelligent
An ability to manage multiple domains of master data and the Data Management Cloud™,
relationships between domains such as customer to product companies are breathing
and product to supplier, as well as connecting master data and life into their data to drive
other types of data like transactions and interactions supports a bigger ideas, create improved
broad range of digital transformation use cases such as customer processes, and reduce costs.
experience, digital commerce, supply chain optimization, and finance Powered by CLAIRE®, our
transformation. This ability to scale across functional areas of the AI engine, it’s the only cloud
business ensures long-term value. dedicated to managing data of
any type, pattern, complexity,
or workload across any
For More Information location — all on a single
platform. Informatica. Where
Learn more about Informatica AI-powered Master Data Management at
data comes to life.
https://www.informatica.com/products/master-data-management.html.

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