Semantic MediaWiki Approach to Metadata Scott E. Thompson Manager - Data Architecture Ontario Teachers’ Pension Plan

2 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Agenda Why? Mashup of slides I’ve used before… –What is Semantic MediaWiki? –Proof of Concept –The Unexpected Wrap Up Questions

3 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up pinterest.com/thompland777

4 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Ontario Teachers’ Pension Plan Fixed Income Public Equities Private Capital Real Estate Infrastructure Foreign Currency Commodities Hedge Funds

5 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up The Challenge: Metadata

6 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Current: Low Confidence IT ETL Correct Trade Reload Data Rerun Report Data Warehouse Reload 42?

7 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Future: Nirvana

8 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Business Requirements Findability of Data Ownership of Data Data Quality Consistent Business Terminology Added later… Ownership of Metadata Metadata Quality

9 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Business Requirements 1.Allows business users / end users to gain the required insight into what the data and reports they are looking at means 2.Makes data available and visible to others 3.Creates a searchable set of information about the firm’s data. This allows data developers and users to search for existing data and avoid data duplication. 4.Provides a platform for sharing and publicizing data. This reduces the workload of developers (interfaces, reports, etc.) and users and increases efficiency. 5.Quality control, data restrictions and uses can be applied to the entire data set. 6.Metadata documentation transcends people and time. Staff turnover and balancing of multiple projects can be mitigated with metadata, providing data permanence and the documentation of institutional knowledge. Value of Meta Data & Meta Data Tool

10 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up MDM? MDM could stand for Master Data Management or Meta Data Management… coincidence? “Lets go get all the key pieces of data and put them in one place, which is really more of an enterprise data warehouse but master data management then says… it’s almost a map… here is what each of those data fields are, here is how you can find them, here is what they mean, here is where they came from.” Blake Johnson Consulting Professor Stanford University “The Truth and Power of Master Data Management” (Teradata)

11 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Investment Strategy & Planning Securities Operations Portfolio Accounting Performance Market Risk Management Credit & Counterparty Risk Management Liquidity Risk Management Compliance Collateral &Cash Management Portfolio Research & Analytics Post-trade Pre-Trade Total Fund Reporting Trades Market Context Model Trades Market Context Model Trades Market Context Model Reconciliation V = f (trade, market context, model, business context ) Trade & Deal Management Business Context One Truth?

12 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up What is a Wiki? Hawaiian for “quick” Allows large numbers of people to create and edit the same content Effective for reaching a credible consensus from a large group Wikipedia is the world’s largest collaboratively edited source of encyclopedic knowledge

13 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up What is the Semantic Web?

14 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up MediaWiki (Web 2.0)

15 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Semantic MediaWiki (Web 3.0)

16 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Future Opportunities Simple search algorithms would suffice to provide a precise answer to the question…

17 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Faceted Search

18 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Graphs (relate/infer) otpp:Debtotpp:Index-Linked Bond otpp:Debtotpp:Fixed-Rate Bond otpp:Amortizing Index-Linked Bond otpp:Index-Linked Bond subClassOf otpp:subtypeOf otpp:Index- Linked Bond dbpedia:Inflation Linked Bond sameAs dbpedia: Inflation-Linked Bond

19 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Who Needs Consistency?

20 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Linked Open Data Graph (OLD)

21 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up FIBO

22 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Proof of Concept Build a knowledgebase about: 1.Our structured data (schemas, tables, columns) 2.Our business terminology (business process, products, attributes) Prove that the technology could: 1.Automatically load technical metadata and relate it with business metadata 2.Customize workflow to collect and govern the manual business input

23 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Data Architecture Ontology

24 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

25 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Data Management Ontology

26 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

27 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

28 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

29 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

30 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Workflow

31 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

32 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Product Attribute Ontology

33 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up % Sourced from Core Schemas? {{#sparql: SELECT DISTINCT ?Product ?Product_attribute ?Column ?Schema WHERE { ?Product property:HasAttribute ?Product_Attribute. ?Product_attribute property:GetsDataFrom ?Column. ?Column MDM:belongsToSchema ?Schema. } |merge=true|link=all}}

34 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up Data Management Indexes

35 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up

36 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up It’s a New Kind of Database!

37 1. Why?2. SMW? 3. The PoC4. The Unexpected5. Wrap Up WYSIWYG extension Enhanced Retrieval Extension Deployment Framework MediaWiki Semantic MediaWiki Web Server SMW + in a nutshell

“The smartest organizations are not those with the smartest people but those with the quickest access to their collective knowledge” - Rod Collins (wiki-management.com)