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

xBRL US Pacific Rim Workshop Database and Business Intelligence Workshop Karen Hsu Director Product Marketing, Informatica. SEPA. xBRL. SWIFT. Extend Data Transformation and Exchange The Informatica Economy Enabled Through Data. On-demand Enterprise (SaaS). Traditional Enterprise.

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

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

  2. SEPA xBRL SWIFT Extend Data Transformation and ExchangeThe Informatica Economy Enabled Through Data On-demand Enterprise (SaaS) Traditional Enterprise Partner Trading Enterprise (B2B) On-demand Integration Enterprise Data Integration B2B Data Integration Data Quality Across the Whole Enterprise

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

  4. Vision: Enterprise Wide Transformation EDIFACT CUSTOMER REPORTING TRADE PO PARTNER PO Order Tracking Payroll SWIFT Typical Infrastructure Streamlined Processing • 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 Reduce processing costs and costs of integrating data across product lines to target new or existing relationships

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

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

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

  9. ref123 KEY BUSINESS IMPERATIVE Accelerate time-to-market of credit ratings • 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 Large Credit Rating Agency THE CHALLENGE B2B ADVANTAGE RESULTS/BENEFITS • Need to analyze raw data coming from 10,000 different formats every month • 40-80 people required per month to extract the data from these formats, delaying the publishing of securities ratings • Best-of-breed transformation for unstructured (PDF) and financial reporting formats • Leverage existing resources familiar with PowerCenter for end to end data integration • Eliminated need for 40-80 people every month to extract data with up front investment of 60 days • Ability to support any new format or industry standard quickly

  10. PowerCenter Monitoring Partner Management Data Transformation Managed File Transfer B2B Data Exchange SWIFT Adapters Quality Identity B2B Data Exchange DataWarehouse Email External sources Internal Systems

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

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

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

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

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

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

  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. Thank you

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