Data lineage is a regulatory and internal requirement with potential to deliver significant operational and business benefits, but financial institutions can find it difficult to implement and complex to maintain as systems and regulatory requirements themselves, change quickly. The importance of understanding where the true source of the data is coming from, where the data flows to and what has changed cannot be overstated. The webinar defines data lineage and discuss implementation through the eyes of those that have implemented and sustained successful lineage solutions with significant benefits.
Listen to the webinar to find out about:
- Data management for data lineage
- Winning buy-in for projects
- Best practice implementation
- Operational and business benefits
- Expert practitioner advice
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The art of implementing data lineage
1. FROM
DataManagementReview.comSeptember 29, 2016
The art of implementing data lineage
The webinar will start soon
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DataManagementReview.comSeptember 29, 2016
Panel Member: Jesse Canada*, Vice President of Business
Metadata, Rules, and Reference Data Management,
Citizens Bank
Areas of Expertise:
• Defining innovative metadata solutions for proficient
problem solving, demonstrating value added business
results, and supporting the enterprise programme
• Integrating metadata into day-to-day business processes
by changing attitudes and behaviours related to data use
and understanding
• Identifying metadata processes for Hadoop and Big
Insights to ensure seamless data usability for stakeholders
* Any comments made by Jesse Canada on the webinar are her own personal views and not those of Citizens Bank
5. FROM
DataManagementReview.comSeptember 29, 2016
Panel Member: Sue Habas, Vice President, Strategic
Technologies, ASG
Areas of Expertise:
• Worked to structure and drive enterprise metadata/data
governance programmes
• 18 years’ experience working with metadata, both client
and customer side
• Responsible for launching and guiding ASG’s Enterprise
Data Intelligence solutions
• Vertical experience including financial, insurance,
healthcare, manufacturing and e-commerce
6. FROM
DataManagementReview.comSeptember 29, 2016
Panel Member: Yetkin Ozkucur, Global Practice Vice
President for Data Intelligence, ASG
Areas of Expertise:
• Worked to structure and drive enterprise metadata/data
governance programmes
• 15 years’ experience working with metadata
• Designed and delivered many projects with a wide range
of clients including financial, insurance, healthcare,
manufacturing and e-commerce
• Responsible for the delivery of the ASG Enterprise Data
Intelligence solution
7. FROM
DataManagementReview.comSeptember 29, 2016
What exactly is meant by data lineage
Key business use cases for data lineage
Client projects in the banking sector
Securing buy-in for implementation projects
Milestones to reach successful implementation
How firms are using data lineage to respond to enquiries
Advice on approaches to tracking data lineage
A 10-step process to implementing data lineage
Talking Points
9. FROM
DataManagementReview.comSeptember 29, 2016
What is data lineage?
A critical supply chain
App-File-Field
Transform
Rule
DB-Tab-Col
Calculation
Rule
Universe-
Rep-Field
Data Supply
Chain
Customer/Patient/Event
Business
Terms
Policies
Critical
Data
Elements
Business
Traceability
E2E Data Driven Lineage
VerticalBusinessContext
Driven
10. FROM
DataManagementReview.comSeptember 29, 2016
The 5 W’s of Data Lineage
Where and how data lineage
Who is using the data?
What does it mean (data dictionary/glossary)?
Where does it exist and where did it come from?
When was it captured and how did it change over time?
How is it being used and how is it related?
Backward Lineage
Forward Lineage
Where Lineage
• What is the Source?
• Who is the Application
Owner?
• What is the Quality?
How Lineage
• Where are my CDE’s going?
• How is data being
Transformed?
• What reports use them?
21. FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Preparation Phase
1. Always begin with the end in mind. Determine your goals, taking into
account your regulatory requirements, the business critical reports you
need, and the critical insights you’re seeking
2. Define your user types, which could include: risk analysts, auditors,
business stewards, BI analysts, developers/IT or enterprise architects etc
3. Prepare for your data lineage project by identifying the critical data and
source systems, creating data architecture diagrams, identifying application
owners
4. Prepare manual baseline, describe the effort and quality of creating lineage
manually
22. FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Execution Phase
1. Create the business terms, definitions and controls that surround the data
and link it to the critical data
2. Use a tool to automate the pull of the data dictionary schema’s and ETL
code in order to quickly and accurately find the true source of information
3. Validate the lineage. Identify gaps and remediate
4. Roll out to end users. Visualization of the lineage. Provide views, exports,
and embed lineage in other tools
23. FROM
DataManagementReview.comSeptember 29, 2016
Your 10-Step Process to Implementing Data Lineage
Below is a checklist of the key elements you should use when planning any data lineage project.
Subscribe to Survive
1. Automatic change detection and notification
2. Assign responsible users to be notified of any change to the critical lineage
supply chain
This approach allows you to build out a reverse tracing methodology and base line
for comprehensive and accurate end-to-end data lineage.
26. FROM
DataManagementReview.comSeptember 29, 2016
Upcoming A-Team Group Webinars
October 11th
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approaches to
improving entity
data quality
October 13th
Integrating
beneficial
ownership data
with client
onboarding and
KYC
October 18th
GDPR: How to
build a data
protection
framework
Visit webinars section of DataManagementReview.com
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Vertical/horizontal
Horizontal – captures the e2e data movement
Including transformation rules, how data is formatted & used
Vertical – driven from business context
Automated – represents precisely on how it exists in the data landscape today