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1 xBRL US Pacific Rim Workshop Database and Business Intelligence Workshop Karen Hsu Director Product Marketing, Informatica.

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Presentation on theme: "1 xBRL US Pacific Rim Workshop Database and Business Intelligence Workshop Karen Hsu Director Product Marketing, Informatica."— Presentation transcript:

1 1 xBRL US Pacific Rim Workshop Database and Business Intelligence Workshop Karen Hsu Director Product Marketing, Informatica

2 2 SWIFTSEPAxBRL On-demand IntegrationEnterprise Data IntegrationB2B Data Integration Data Quality Across the Whole Enterprise Extend Data Transformation and Exchange The Informatica Economy Enabled Through Data Traditional Enterprise On-demand Enterprise (SaaS) Partner Trading Enterprise (B2B)

3 3 The Information Platform To Enable Business Imperatives On-demand Integration Enterprise Data IntegrationB2B Data Integration Data Quality Across the Whole Enterprise Informatica On Demand Improve Decisions & Regulatory Compliance Modernize Business & Reduce IT Costs Facilitate Mergers & Acquisitions Improve Customer Service & Operational Efficiency Outsource Non-core Functions Increase Partner network Efficiency Access Discover Cleanse Integrate Deliver Develop + Manage Audit + Monitor + Report Data Quality Data Explorer PowerCenter – Metadata ManagerPowerExchange B2B Exchange

4 4 Vision: Enterprise Wide Transformation 100s of formats Multiple interaction channels 1000s of combinations of formats, protocols, rules between channels Lack of data and process standardization Unable to support growth in volume Typical Infrastructure Streamlined Processing Payroll PO Order Tracking REPORTING EDIFACT CUSTOMER SWIFT PARTNER TRADE PO Reduce processing costs and costs of integrating data across product lines to target new or existing relationships

5 5 Accelerate Adoption of xBRL Reduce risk Leverage existing expertise and infrastructure for lower TCO Pre-built transformations to industry standards Best-in-class transformation specification environment Accelerate xBRL usage from within to outside Transform any file to and from xBRL Documents (excel, PDF, word) Proprietary, COBOL\PL1 Complex positional and delimited files Industry standard interoperability (standard to standard, version to version, e.g SWIFT MT, MX, BAI) Ensure quality of data Manage and monitor data coming from sources and going to destinations

6 6 Before: Shenzen Stock Exchange Issuers Stock Exchange Custodian\ Brokers Flat file Fax SFTP Flat file SMTP Flat file PDF MT 564 Fax PDF Flat file PDF Enterprise actions DB SMTP 20+ IT persons full time Business user time lost in error analysis

7 7 Shenzen Stock Exchange with Informatica Issuers Stock Exchange Custodian\ Brokers Flat file Fax SFTP Flat file SMTP PDF MT 564 Flat file PDF Web Portal SMTP B2B Data Transformation Data Quality Enterprise actions DB B2B Data Exchange Sources Data Feeds management Monitoring

8 8 Automatic extraction of Annual Report PDF to XML canonical format Semi Annual report

9 9 Best-of-breed transformation for unstructured (PDF) and financial reporting formats Leverage existing resources familiar with PowerCenter for end to end data integration Accelerate time-to-market of credit ratings KEY BUSINESS IMPERATIVE B2B ADVANTAGERESULTS/BENEFITS Enable customers to respond quickly to market changes Replace manual process of copying and pasting from PDF files to analytics application Replace hand coded excel extraction VB macros THE CHALLENGE Need to analyze raw data coming from 10,000 different formats every month people required per month to extract the data from these formats, delaying the publishing of securities ratings Eliminated need for people every month to extract data with up front investment of 60 days Ability to support any new format or industry standard quickly ref123 Large Credit Rating Agency

10 10 B2B Data Exchange Internal Systems External sources B2B Data Exchange PowerCenter Monitoring Partner Management Data Transformation AdaptersQualityIdentity Managed File Transfer Data Warehouse SWIFT

11 11 Business and IT Collaboration Step 1: Profile the Data with Informatica Data Explorer Catalog of Issues Completeness Conformity Consistency Accuracy Duplicates Dependencies Cleansing specifications Transformation specifications Profiles and tags anomalies with Informatica Data Explorer (IDE) Reviews anomalies with Informatica Data Explorer (IDE) SME Developer

12 12 Data Quality Dimensions Framework Completeness What data is missing or unusable? Conformity What data is stored in a non-standard format? ConsistencyWhat data values give conflicting information? AccuracyWhat data is incorrect or out of date? Duplicates What data records or attributes are repeated? IntegrityWhat data is missing or not referenced?

13 13 Business and IT Collaboration Step 2: Continued. Establish Metrics and Define Targets Create scorecards (i) for the initial business case and (ii) as the basis for web based monitoring Configures and deploys web based data quality reports for monitoring on an ongoing basis – using Informatica Reporting or a 3 rd party reporting tool SME Developer

14 14 Business and IT Collaboration Step 3: Design and Implement Data Quality Rules Assists with design of Data Quality rules in Informatica Data Quality (IDQ) Creates Data Quality rules with Informatica Data Quality (IDQ) SME Developer Standardize values Correct missing or inaccurate data Enrich the data Identify and consolidate duplicate records

15 15 Sources Data Quality Checks Exception Management Records that passed DQ rules Target Cleansing and Matching Rules Exceptions Data Quality Assistant High Quality Data Low Quality Data Exception Management process Step 4: Manage exceptions and consolidate Browser based exception review and manual consolidation process

16 16 Business and IT Collaboration Step 5: Monitor Data Quality Versus Targets Informaticas scorecarding and reporting also support monitoring of quality over time Companies can utilize Informaticas toolset to perform the monitoring or utilize 3rd party reporting tool Monitors the quality of data to determine if objectives are being met. Uses results to support root cause analysis Review results to determine if rule enhancement is necessary as part of the automated data quality process SME Developer

17 17 Accelerate Adoption of xBRL Reduce risk Leverage existing expertise and infrastructure for lower TCO Pre-built transformations to industry standards Best-in-class transformation specification environment Accelerate xBRL usage from within to outside Transform any file to and from xBRL Documents (excel, PDF, word) Proprietary, COBOL\PL1 Complex positional and delimited files Industry standard interoperability (standard to standard, version to version, e.g SWIFT MT, MX, BAI) Ensure quality of data Manage and monitor data coming from sources and going to destinations

18 18 Thank you


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