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IRS XML Initiatives Sol Safran Enterprise Data Management Organization 21 April 2004. AGENDA. Introduction EDMO Vision & Mission Background Managing IRS XML Standards Managing IRS XML Users – Stakeholders Managing IRS Data. Partnered Organization IRS / PRIME / MITRE.

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IRS XML Initiatives

Sol Safran

Enterprise Data

Management Organization

21 April 2004


  • Introduction

    • EDMO Vision & Mission

    • Background

  • Managing IRS XML Standards

  • Managing IRS XML Users – Stakeholders

  • Managing IRS Data

Partnered Organization


Enterprise Data Manager

Data Engineering

Working Group


Data Management

Issues Resolution

Team (DMIRT)

Data Policy & Strategic


Data Administration

Data Architecture

Database Administration

Enterprise Data Management Office – Mission & Vision

  • Establish and implement an Enterprise-wide data management program.

  • Define long term objectives and identify projects and activities that help attain those objectives.

  • Recruit and maintain project staff and integrate services and deliverables into the overall environment.

  • Develop a strategic plan, management reports, schedules, finance and budget

  • Coordinate the support, planning prioritization and monitoring of activities that manage IRS data at the enterprise level to meet the business needs of the agency

  • Provide the necessary infrastructure, policies, standards and tools which provide for common integrated, consistent and effective data management practices

  • Develop, promote and oversee compliance with policies

  • Develop and maintain the Enterprise Conceptual and Logical data models

  • Coordinate and ensure the optimal use of IRS agency resources and assets in the physical manipulation of data and data artifacts

  • Develop and implement plans for data transition, data migration, data conversion, COTS data stores, and custom data stores

  • Facilitate the creation, storage, manipulation, integration, distribution, use and management of enterprise level shared metadata and XML Registry

  • Support application and engineering projects in developing enterprise compliant data solutions.

Irs enterprise data management office background
IRS Enterprise Data Management Office – Background

  • Data management work and XML standards being performed by PRIME Enterprise Data Management (EDM)

    • EDM is EDMO support contractor

    • CSC is PRIME integration contractor for IRS Systems Modernization

    • Coalition of CSC, IBM, Northrop Grumann, and others

Irs enterprise data management office background1
IRS Enterprise Data Management Office – Background

  • XML plays large role in Systems Modernization

    • Tax returns and forms from external providers

    • Storage of tax returns as received, plus modifications

    • Inter-system messaging

  • IRS had many independent XML initiatives

    • Inter-operability was jeopardized

    • Wheels were being re-invented

    • Each project learned as it went

Irs enterprise data management office background2
IRS Enterprise Data Management Office – Background

  • Tax data in XML

    • Also increasingly: tax returns are converted to XML and processed/stored

    • All tax forms must be retained as originally submitted … increasingly in XML from 3rd party providers and large corporations

    • Eventually most tax forms and returns will be in XML format in IRS

    • Tax Year 2004 return projections:

      • 1120 (Corp): 6M

      • 94x (Employment): 30M

      • 1040: 134M

  • Impact of XML

    • 2004 projections

      • 1120 returns (Corp): 100k

      • 94x returns (Employment): 29M

    • XML schemas can amplify data

      • Some 1120 schema instances up to 350 MB

Managing irs xml standards benefits
Managing IRS XML Standards - Benefits

  • Improved Systems Interoperability

    • Common business vocabulary

    • Common XML message content

    • Reduce interface development costs

    • Facilitate re-use and interoperability

  • Improved Data Quality

    • Known sources and locations of data

    • Contradiction between databases removed

    • Typing to ensure values

  • Improved Taxpayer Interaction

    • More accurate, timely information

  • IRS commitment to states/external developers

Managing irs xml standards goals
Managing IRS XML Standards - Goals

  • Organize stakeholders

  • Pull together internal and external knowledge and best practices

    • Identify existing industry best practices

    • Liaison with external organizations – TIGERS, OASIS, FED XML Working Groups, etc.

    • Leverage IRS project knowledge and lessons learned across the IRS

  • Provide direction, standards and guidelines

    • Define XML specific standards and guidelines

    • Define appropriate uses of XML

  • Plan for XML architecture/infrastructure support (e.g. XML Registry, XML tools, etc.)

Managing irs xml standards process
Managing IRS XML Standards - Process

  • Fact finding

  • Develop initial standards to assist team

  • Conduct workshops

  • Important considerations

    • Maintain enterprise perspective

    • Try to minimize impact to projects

  • Communicate process and findings to stakeholders

  • Formalize

  • On-going

Managing irs xml standards results where next
Managing IRS XML Standards – Results & Where Next

  • Formalized XML standards & guidelines - ongoing

    • Enterprise Data Standards & Guidelines

    • Stakeholder Working groups

  • Architectural Issues

    • What and how to XMLize, and what not to

      • E.g., messaging, OLTP vs. reporting/analytics, etc.

    • Structural commonalities and differences

      • XML for messaging vs. processing vs. data storage

    • Structural variations for different kinds of processing (SAX vs DOM, vs Custom)

    • Architecting for data sharing, re-use, and interoperability

    • Architecting for performance and scalability

      • Technology/performance implications of data volume amplification

  • Standard XML schema based on Enterprise Logical Data Model

  • XML Registry

  • Organization outreach (TIGERS, OASIS, XML Working Group, etc.)

  • Taxonomy


Managing irs xml users stakeholders
Managing IRS XML Users - Stakeholders

IRS Organizations

IRS Projects

Other Organizations

  • Chief Counsel

  • Electronic Tax Admin

  • Media & Publishing

  • Taxpayer Advocate

  • LMSB

  • TEGE

  • W&I

  • BSMO

  • BSD

  • EUES

  • Security Services

  • Web Services

  • 1120 e-File

  • CADE

  • HR Connect

  • Internet EIN

  • MDA

  • Modernized E-File

  • M-TRDB


  • .

  • .

  • .

  • DoD XML Registry

  • DoT XML standards

  • Fed XML Working Group


  • NIST


  • XML Stakeholders:

    • Large, diverse group (100+)

    • Major IRS organizations, all levels of projects, external organizations

    • Members participate in XML working groups

    • Recently expanded scope to include stakeholder presentations

Managing irs data irs xml registry
Managing IRS Data - IRS XML Registry

  • Registry benefits

  • Registry analysis underway

  • Stakeholders involved

  • Meta Data

    • Meta Data Management

    • Meta Data Strategy

Contact info
Contact Info

Karla TropeaProgram Manager, IRS Enterprise Data Management Office

202-283-5976 [email protected]

Sol Safran Senior Data Engineer – XML Lead, Prime Enterprise Data Management

301-429-7543 [email protected]