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Perhaps the Warehouse should get access to only a subset of the customer data or shouldn't get any level of access to the Credit Card Processing system. The term Data Governance is used to describe managing access to the data.
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Master data management (MDM) solves the problem of keeping interrelated systems up to date by creating a separate system where data domains (or domains) are defined for all systems inside the organization. The domains provide neutral data formats or schemas for all systems.
A The data for a YOUnite MDM domain can be stored either:
- Centrally save the latest change of a record (centralized MDM) or,
- It can make note of when a change occurs in one of In the YOUnite data store or,
- Through adaptors, it can connect to the organization's systems without actually storing the data in YOUnite; this is called federated MDM.
The latest version of a customer record is called the customer's Master Data Record, or MDR.In the Data Record. Part of the responsibility of Data Governance is to define where the records of truth or Master Data is stored
Using the example of our delivery service:
- In a centralized domain, the MDR If the customer domain is stored in the YOUnite data store, the customer data record is stored by YOUnite and can be retrieved, in whole or in part, by applications that have appropriate access.
- In a federated MDM implementation, the MDR If the customer domain is federated, then the customer record is NOT stored inside of YOUnite but is created in real-time by referencing the elements (or properties) as they reside inside the various systems. An identical property is often stored in multiple systems.
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YOUnite's governance model can manage who can see what access the data so in the federated example, perhaps the Warehouse Management system only has access to data stored in the Distribution and CRM systems. but the Accounting System has access to all systems. When the Warehouse Division looks up the MDR data record for its customer the Acme Company it may get a different result than Accounting Division since the Accounting Division has access or scope to Acme Company's information on all systems.
Master data management is the process of determining where the master data is stored and managing who has read, write, update and delete. With YOUnite MDM master data can be stored in the YOUnite data store or in one or more systems connected to YOUnite in the federated model. Many systems may hold similar data but generally the organization as a whole decides which system(s) hold the master data and subsequently the master data records. Note that with YOUnite/s federated model, different groups inside of an organization can designate which system holds the master data.
Data Records vs Master Data Records
Data records are stored in many systems connected to YOUnite and can be stored in the YOUnite data store. Master data is a process performed by the organization's data governance in establishing which of these systems contain the master data for a given data domain. Its not always necessary or appropriate to access the organization's master data so many data access requests are for data records that may or may not contain master data. However, a feature of YOUnite is to propagate changes from a system that contains master data to others in the YOUnite eco-system on a permission appropriate basis.
Reviewing New Terms
Several terms have been introduced and it may be helpful to review them before moving on:
- Data Integration (DI) The process of transforming and transferring data from one system to another.
- Adaptor Applications, modules or some software or hardware component that transforms data from one format to the other so that the data can be consumed by another system.
- Data Governance Managing who accesses certain data sets based on role, application, etc.
- Data Domain (Domain) A set of fields or properties that define a set of data (i.e. "Customer").
- Master Data Management (MDM) An approach to reducing data redundancy across systems by maintaining a master file for critical data.
- Data Record
- Master Data Record (MDR) The latest master or golden version of a record (for a customer, for example).
- Centralized MDM An MDM solution whereby YOUnite Data Store Whereby the latest change to a record is saved centrally inside of YOUnite (in the YOUnite MDM domain). From http://www.oracle.com/technetwork/articles/soa/ind-soa-mdm-2090170.html: MDM with a central database or central business applications.
- Federated MDM An MDM solution whereby Whereby the latest change to a record is noted in one of the organization's systems without actually storing the data centrally (in the YOUnite MDM domain). From http://www.oracle.com/technetwork/articles/soa/ind-soa-mdm-2090170.html: MDM with distributed data and a central directory.
- Scope The defined access limit to MDM data for any given system, application, or role.
Further Reading
An excellent good source for more MDM background is Mark Allen and Cervo Dalton's Multi-domain Master Data Management: Advanced MDM and Data Governance in Practice. Waltham, MA: Morgan Kaufmann, 2015. (ISBM 978-0-12-800835-5).
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