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1 <Insert Picture Here> Master Data Management 금융산업차세대프로젝트의 Foundation 김대준상무 Master Data Management Team

2 Agenda MDM 과 SOA 의필요성 <Insert Picture Here> 오라클 MDM 솔루션 고객사례

3 MDM 과 SOA 의필요성 <Insert Picture Here>

4 기준정보 (MDM) 이슈 전사차원의데이터표준화부족 ( 모델, 규칙, 프로세스 ) 각개별시스템개발로인해데이터명령규칙이달라시스템간데이터이해및공유가어려움 - 각시스템내의데이터구조및내용에대해서는해당시스템개발자만이인지 영업별 ( 은행 / 채권 / 보험 / 증권 / 종합금융등 ) 또는기능별 ( 영업 - 마케팅 - 회계등 ) 마다개발시스템, ERP, 포인트솔루션모두데이터코드상이 전사적인데이터관리체계취약 (Data Governance) 마스터데이터생성에서폐기까지마스터데이터관리규칙, 표준프로세스및데이터표준화조직미비 상시데이터품질관리운영의어려움 많은인터페이스관리의어려움 시스템연계성미흡으로정보손실발생

5 마스터데이터관련연구기관보고서 ;TDWI( ) Has your organization suffered problems due to poor master data? 잘못된마스터데이터로인해귀사가문제를경험한적이있습니까? Don't know 8% No 9% 741 개회사가응답 Based on 741 respondents Yes 83% TDWI : The Data Warehousing Institute ( Philip Russom, Sr. Manager of Research And Services, TDWI What Works, Volume 22 (2006 년 10 월발행 )

6 마스터데이터관련연구기관보고서 ;TDWI( ) What kind of problems? 어떤문제였습니까? Other Delay in new product introductions Inefficie nt purchas ing/sourcing Inefficient m arketing Poor custom er service Data hom onym s, synonym s issues Lim ite d data linage visibility Data Gove rnance Lim itations Bad Decisions Argum ents over Data Trus tw orthines s Inaccurate Re porting TDWI : The Data Warehousing Institute ( Philip Russom, Sr. Manager of Research And Services, TDWI What Works, Volume 22 (2006 년 10 월발행 )

7 SOA 와 MDM 에의해가능한비즈니스프로세스 Concept & Design Plan & Source Sell & Build Fulfill Service & Maintain Recycle & Dispose Material BOMs Vendor Customer Financial MDM SOA

8 Services Oriented Architecture(SOA) business process flexibility Sonus Faber Speakers Samsung Widescreen HDTV Panasonic DVD Player Velodyne Sub-Woofer Denon Amplifier Strong Digital Set top Box

9 SOA & MDM Combination Creates the most strategic value Best Business Case June 2006, Best Practices Eleven Entry Points To SOA For Packaged Applications

10 SOA & MD Potential SOA 는기존의복잡한 IT 인프라에비즈니스프로세스의유연성을제공해주기위해설계 하지만밑단의데이터품질문제가새로운비즈니스프로세스의 orchestration 에장애가됨 MDM 은중요한마스터데이터 element 들을통합관리하기위해설계 하지만여러어플리케이션에분산된고객마스터, supplier 마스터, 품목마스터등으로인해이데이터들에대한 single version of the truth 를확보하고새로운프로세스에적용하는데장애가됨 MDM 과 SOA 의 combination 이기존의 IT 구조를변화시킬수있음 비즈니스와 IT 를결합시켜 Business Execution Gap 을없앰 IT 를 Cost Center 에서 Center of Innovation 으로변화시킴

11 Master DB Vs. MDM Master DB MDM 단순한데이터의물리적저장소로데이터의품질및표준화관리기능외데이터관리에필요한기능부재로데이터의중복및고품질의데이터를유지하고활용하는데어려움 데이터모델링에 focus 비즈니스룰엔진을시스템화하지못해데이터거버넌스체계지원취약 마스터데이터관리기능부재 MDM: Master Data Management 차이점 마스터데이터 ( 고객, 대리점, 상품, 서비스등 ) 의생성에서부터유지, 폐기까지관리하는솔루션 데이터모델외에데이터품질및표준화관리기능, 데이터관리룰엔진, 데이터변경이력관리기능, 데이터보안관리기능, 데이터 integration 관리기능, 데이터모니터링기능, 데이터모델확장기능 비즈니스룰엔진을통한데이터거버넌스체계지원

12 오라클 MDM 솔루션 <Insert Picture Here>

13 오라클 Master Data Management 솔루션 오라클 MDM 솔루션은여러곳에분산되고중복된마스터데이터를관리하기위한제품으로서로다른시스템에각각흩어져있는데이터를한곳에통합하고, 깨끗하게정제하여하나의통합된정보를분석및운영시스템에서활용하는제품입니다. 데이터통합 데이터품질향상 / 표준화 시스템과의동기화 데이터의단일 View 자체개발시스템과 3 rd party 솔루션의마스터데이터를통합 데이터모델로데이터 Import 중복데이터확인및해결 중복데이터생성방지 데이터표준화 Single source of truth 마스터데이터의모든변경인지 연결된모든시스템에수정된정보전송, 동기화 일관된마스터정보실현 모든 Transaction 에정확한데이터활용

14 오라클솔루션 (MDM+SOA) 운영시스템 Data Governance & Compliance Requests, Approvals, Workflow, Audit, Risk Management 분석시스템 SAP Operational MDM Analytical MDM DW Oracle EBS Customers Suppliers Products Financials Analytical Entities BI & Data Marts PeopleSoft Planning Legacy Oracle Customer Hub Oracle Product Hub Oracle Hyperion Data Relationship Management Financial Consolidation External Applications Application Integration Architecture Oracle Fusion Middleware(SOA) Budgeting

15 솔루션핵심기능 ; 데이터통합 EBS SAP 데이터통합 데이터임포트 Workbench (bulk Import) 데이터거버넌스 Siebel 소스시스템관리 (SSM/Cross- Reference) 마스터데이터 데이터활용 Legacy 데이터변경이력관리 Other 데이터신뢰도유지관리 (Survivorship) 데이터품질

16 솔루션핵심기능 ; 데이터모델 데이터스키마 데이터거버넌스 World-class 마스터데이터모델 (Party, Item/Product, Supplier, Financial data) Relationship 모델 데이터통합 마스터데이터 데이터활용 Hierarchy 모델 데이터품질

17 Customer Hub 고객모델 ( 개인고객모델 ) Relationships Employee of a Company Customer of a Company Affiliations with Org Member of a Household Party Person Household Company Name & Contact Info Personal Address Phone Numbers Consumer Profile Personal Financial Privacy Profile Products Purchased Branch visits Customer service calls Interactions Sales calls Branch visits Customer service calls Customer Value Personal Status Segment Gender Age Marital Status Citizenship Privacy Privacy Option Don t Don t call

18 Customer Hub 고객모델 ( 법인고객모델 ) Relationships Employee of a Company Customer of a Company Affiliations with Org Relationship Types Alliance Partner Supplier Service Provider Party Person Household Company Corporate Hierarchies Hierarchy Relationship Account Parent Account Info Name Site Parent Address Profile Customer Financial Billing. Products Used Subscriptions Product Assets Data / Time of Purchase Usage. Interactions Sales calls Branch visits Customer service calls Customer Industry Revenue Number of Employees Competitors.. Financial Bank Credit Rating.. Billing Automatic Debit Invoice Mailing info..

19 Customer Hub 고객모델 ( 세대고객모델 ) Relationships Employee Employee of of a Company Company Customer Customer of of a Company Company Affiliations Affiliations with with Org Org Member Member of of a Household Household Party Person Household Company Name & Contact Info Name Name Head Head of of Household Household Personal Personal Address Address Phone Phone Numbers Numbers Profile Income Income Wealth Wealth Size Size Products Purchased Interactions Sales Sales calls calls Branch Branch visits visits Customer Customer service service calls calls Customer Value

20 솔루션핵심기능 ; 데이터품질 데이터거버넌스 데이터통합 마스터데이터 데이터활용 중복확인 / 매칭 Naming 표준화데이터 (smart search) (Word Replacement/ 병합 Transformation Rule) (auto merge 외부주소정제 /manual merge 데이터 (address validation) /purge) 활용 데이터품질

21 솔루션핵심기능 ; 데이터거버넌스 데이터거버넌스 승인룰관리 (approval rule engine) DQ 룰관리 (match rule, auto 데이터관리 merge rule, 모니터링 validation rule) (steward UI) 데이터접근관리 (security/access control) 데이터통합 마스터데이터 데이터활용 데이터품질

22 솔루션핵심기능 ; 데이터활용 데이터거버넌스 데이터활용 Web Service Integration Repository EBS SAP 데이터통합 마스터데이터 Public PL SQL & JAVA APIs Siebel Business Event System(BES) Legacy 데이터품질 SOA (BPEL) Connectors Other

23 고객사례 <Insert Picture Here>

24 500+ MDM 구축고객사 Customer Information Under NDA

25 산업별 MDM 구축사례 Communications, Media & Utilities Financial Services Public Sector Manufacturing & Distribution High Technology Life Sciences and Healthcare Retail & CPG

26 Toyota Financial Services COMPANY OVERVIEW Toyota Financial Services (TFS) is the finance and insurance subsidiary of Toyota Motor Corporation in the U.S. TFS is the 7 th largest finance company in the US Industry: Financial Services Revenue: US$ 1 Billion Customers: 2.1 Million in the US CHALLENGES / OPPORTUNITIES Financing arm of Toyota Motor Corporation, with 10M+ accounts Need to increase loyalty with both dealers and consumers Customer ask for one-and-done service experience SOLUTIONS Customer Hub (UCM) Universal Application Network Automotive Captive Finance CUSTOMER PERSPECTIVE We selected Siebel CDI because of its out-of-the-box, rich customer master functionality, its industry-specific best practices, and its ability to integrate many different applications Shaun Coyne, VP & CIO RESULTS Achieve 360-degree view of the customer across multiple systems Enhances customer service at all touch points Deepening customer loyalty Compliance with privacy regulation mandated by Gramm-Leach-Bliley Act

27 Halyk Bank COMPANY OVERVIEW The largest full-service business bank in the Republic of Kazakhstan 540+ branches Foreign offices in London, Peking Moscow 6+ Million customers 20+ Million financial accounts CHALLENGES/OPPORTUNITIES Multiple systems and legacy environments Fragmented customer data in multiple languages and alphabets Limited customer intelligence and difficult to enforce company-wide customer data initiatives SOLUTIONS Customer Hub (CDH) Fusion Middleware for Integration CUSTOMER PERSPECTIVE We are very happy with results of the project. Oracle Customer Data Hub, undoubtedly, has confirmed the wide integration capabilities and powerful productivity ( ). Askar Kusainov, VP of the Board RESULTS 30% reduction in duplicate records Consistent, Cleansed, De-duplicated customer data providing a foundation for corporate analytics Customer Data created and managed on the operational systems Relationships between customers, contacts and accounts (products) viewed interactively

UMB Financial Corporation COMPANY OVERVIEW One of the largest independent banks in America UMB offers complete banking and related financial services to both individuals and business customers UMB s

28 UMB Financial Corporation COMPANY OVERVIEW One of the largest independent banks in America UMB offers complete banking and related financial services to both individuals and business customers UMB s vision is to be recognized for the unparalleled customer experience Over 140 branch locations in 8 US States Employees: 3,500 associates Assets: US$ 8 Billion CHALLENGES/OPPORTUNITIES Multiple sources of customer information and multiple versions of the truth Wanted a flexible platform on which to build A need to empower their associates to fulfill UMB s mission: To know our customers and anticipate their needs; advocate and advise; innovate and surprise CUSTOMER PERSPECTIVE It is easy to make fact-based decisions when the facts are right in front of you. That is what ClientLink does, It puts the facts in front of you. Kevin Kramer, Senior Vice President, Enterprise Sales RESULTS An increase in the research time available for associates to quantify the customer relationship Improved cross sale opportunities due to complete customer view Successful blending of nightly batch updates and real-time integration leveraging MQ Series SOLUTIONS Customer Hub (UCM) Customer Relationship Management Trillium for Data Quality

29 Presentation Summary <Insert Picture Here>

30 Summary ; Be flexible your rigid business process with MDM and SOA 완전한 end to end business processes 를지원하기위해귀사의 best applications 을최대한활용 기존의모든 application 을서로프로세스협업을할수있도록만듬 비즈니스요구에따라빠르게적용시킬수있는 adaptable processes 를구축 최소의 business disruption 을유지하면서빠른프로세스변화에대응할수있게디자인 기존 infrastructure 환경하에서최소의 integration risk 와 integration cost 발생 매번새로운 application 또는 release 와 integration rebuilding 하는일을없앰 Performance Business Evolution Business Execution Gap IT Platform Time

31 MDM 담당자 김대준 MDM Solution 상무 Phone: 김태호 MDM Solution Architects Phone: Oracle MDM Solutions (Data Hubs)

PowerPoint Presentation

PowerPoint Presentation 정부공공분야에서의 MDM( 마스터데이터관리 ) 의역활 김대준상무 Master Data Management Team 2008. 4. 16 Agenda GEH 분야 MDM 이슈 오라클 MDM 솔루션소개 주요적용사례 GEH 분야 MDM 이슈 GEH