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Julian Shelbourne 12/16/13
WHAT IS ONTOLOGY/TAXONOMY?
Business Rules Capture – Old Approach:
Logical Data Model

• Created by IT– with Business
involvement
• Unrecognizable by the business
• Describes DBMS-non-specific
Tables - not Rules
• Rules and problems are buried
• Shows the “what”, but not the “how”
or “why”

Can you tell how Length Of Stay
is defined, from this model?
Facility
FAC_ID (PK)
Encounter
MRN_ID (PK/FK)
FAC_ID (PK/FK)

FAC_TYPE
FAC_NAME
ADDRESS
.

ADMIT_DT
DISCHG_DT
LEN_STAY
.

Member
MRN_ID (PK)
NAME
DOB
ADDRESS
.

3
Business Rules Capture – New Approach:
- Business Model (taxonomy/ontology)

Can you tell how Length Of Stay is
 Defined and collaboratively maintained
defined, from this model?
on-line, by Business Analysts
etc.
etc.
 Iterative, Sustainable, Understandable,etc.
Medical
Accessible
Condition
Calculated
Length of
 Uses the actual language used by the Facility ID
with
Stay
Business – not abbreviations
Calculated
Date of
with
 Requires subject-area expertise, not
Discharge
Date of
Admission
data modeling expertise
Medical Record
Number
etc.
 Rule problems are visually evident
etc.
 Business modules add up to an
etc.
enterprise business ontology
 Enables Business change impactThe tools we’ve had, have defined our
analysis
approach – it’s time for new,
 Clear vision of Business Model
collaborative, business modeling tools!
underlies all subsequent development
and data delivery

4
ONTOLOGY FOR ENTERPRISE DATA
GOVERNANCE - EXAMPLE
Business Taxonomy – and Governance linkages to IT Design Components
Belongs to Community
A calculated term

Term

A Term and its constituents

Term

Term

composed
of

calculated
from

Synonym

Term

Term

Term

Term

Term

Term

Key:
•
•
•
•
•
•
•

Entity/
Attribute

TableColumn

ReportField

DQ, etc.

Community – a collection of items corresponding to a project, application or line-of-business, with Stewardship assignments
Calculated from – one Term is calculated from other, Terms
Composed of – a bill of materials, or collection of terms that comprise a larger Concept
Synonym – a Term having a different name but the same business meaning
Dimension – a Term related through reporting usage, but not through meaning. E.g. Geography is a dimension of Sales
Specializes – (and, in reverse, “is broader than”) shows differences in granularity and aggregation between Terms
Correlated To – indicates where a business term is implemented as an IT component

6
Semantic Correlation Meta-Model - summary

Community/
Project

Related Term

Business
Term/Metric

ELDM
Attribute

Conceptual
Value Domain
Validation

Conceptual

Link to Reference
Data

Correlate
Deployed
Data Integration
Component

DQ
Component

DI Transform

DQ Rule

Data
Field

Deployed
Value Domain

Table/
View

Report
Field

Schema/
Database

Link to Data Profiling
summary

Report

BI Universe

7
Ontology + Traceability + Workflow = Data Governance
Requirements
Definition
BusinessProcess Model
item

BI Object

Web-Based
Correlation &
Workflow UI

ETL
Transformation

Data
Governance
Policy

Workflow
Engine

Business
Semantic
Term
Bridge

Services
Segment Field

Analysis Data
Model Attribute

Cache
Correlation
DB

Services
Interface

Reference Data Code-Set

Physical Data
Model Column

Data-Quality
Rule

Graph Store is a good
technology for
“Correlation DB” –
triples of traceability
from Terms to artifacts
8
OTHER IDEAS

9
Graph for Project Management
Problem:
• Project tracking activity is
performed in meetings/e-mail
– without traceability to the
granular requirements or
objects under development

Community of Interested Parties
Unit of Work
Taxonomy

Term

Term

Ref. ID

comprises

Is spec for

Unit of
Work

Proposal

Proposal

Term

Dev Stage 1

E-Mail
Status
Reporting

Dev Stage 2

Dev Stage 3

Project Plan
& Story Backlog
Approach:
• Using Business Terms as the
foundation for Sprint
development, e-mails, status
reporting etc could all be
tracked according to Ref ID of
the Term and related
componentry in development

10
Graph for e-Government
Community of Interested Parties
Issue at Hand
An Issue Composition

Issue

Consideration

Proposal

Issue

Proposal

Issue
Issue

News Item

Proposed
Legislation

Related Data

Problem:
• Government by a few representatives
facilitates bribery, central control, constituents
bulldozed by external interests

Approach:
• Collaborative, issue-based, interest-driven
government creates a virtual level playing
field

11
Graph for Intelligent Visualization of Sub-Components
•

Visual Relationship Types
• Term “Fits Inside” Term
• Term “Supports” Term
• Term “Interlocks with” Term

•

Conditional Properties:
• Term “has a valency” of…

12
Find My Life

Romance
Compatibility
Short Term
Influence

Long Term
Theme
Another
Person
Personal
Astrology

University

Literature

Birth-Date
/Time/ Place

Topic

Person

Problem

Organization

Activity
Organization
Challenges
• What is the ontology of relationship types?
• How to get content (crowd-source,
incrementally by subject-area)
• Technical – find people who know this stuff
• Financial – get funding to build this stuff
Business-Terms Governed in Multiple Domains
HealthPlan
Colleen
(Contrib. CO)

Care Delivery

Contrib, Hai
(HI)

Membership Joey (Contrib. NCA)
Admin.

Clinical
In-Patient

Bed Stay
Days

Length of Stay
(Finance)

Clinical
Out-Patient

Sub-Portfolio

Approver, Cal
(NCA)

Approver, Pete
(CO)

Fi, Nance
(Approver. NCA)

Portfolio
Contributory, Cary
(NCA)

Encounter
Type

Business Term

Length of Stay
(Clinical)
Length of Stay
(Clinical) NCA

Encounter Type:
• Encounter Type belongs to two Domains – Cary, Hai and Joey can contribute. But Colleen cannot.
• Changes to Encounter Type will appear in the approval queues for Pete and Cal – but not Nance.
Length of Stay:
• Length of Stay (Clinical) is able to coexist with Length of Stay (Finance)
• Length of Stay (Finance) can be contributed to by Joey and Colleen, and Approved by Nance, only
• Length of Stay (Clinical) can be contributed to by Joey and Hai, and approved by Pete and Cal, only
• Length of Stay (Clinical) NCA – is for NCA only – and therefore only Joey can contribute, and Cal can approve.

15
Business Taxonomy &
Governance view

16

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Graph ideas

  • 3. Business Rules Capture – Old Approach: Logical Data Model • Created by IT– with Business involvement • Unrecognizable by the business • Describes DBMS-non-specific Tables - not Rules • Rules and problems are buried • Shows the “what”, but not the “how” or “why” Can you tell how Length Of Stay is defined, from this model? Facility FAC_ID (PK) Encounter MRN_ID (PK/FK) FAC_ID (PK/FK) FAC_TYPE FAC_NAME ADDRESS . ADMIT_DT DISCHG_DT LEN_STAY . Member MRN_ID (PK) NAME DOB ADDRESS . 3
  • 4. Business Rules Capture – New Approach: - Business Model (taxonomy/ontology) Can you tell how Length Of Stay is  Defined and collaboratively maintained defined, from this model? on-line, by Business Analysts etc. etc.  Iterative, Sustainable, Understandable,etc. Medical Accessible Condition Calculated Length of  Uses the actual language used by the Facility ID with Stay Business – not abbreviations Calculated Date of with  Requires subject-area expertise, not Discharge Date of Admission data modeling expertise Medical Record Number etc.  Rule problems are visually evident etc.  Business modules add up to an etc. enterprise business ontology  Enables Business change impactThe tools we’ve had, have defined our analysis approach – it’s time for new,  Clear vision of Business Model collaborative, business modeling tools! underlies all subsequent development and data delivery 4
  • 5. ONTOLOGY FOR ENTERPRISE DATA GOVERNANCE - EXAMPLE
  • 6. Business Taxonomy – and Governance linkages to IT Design Components Belongs to Community A calculated term Term A Term and its constituents Term Term composed of calculated from Synonym Term Term Term Term Term Term Key: • • • • • • • Entity/ Attribute TableColumn ReportField DQ, etc. Community – a collection of items corresponding to a project, application or line-of-business, with Stewardship assignments Calculated from – one Term is calculated from other, Terms Composed of – a bill of materials, or collection of terms that comprise a larger Concept Synonym – a Term having a different name but the same business meaning Dimension – a Term related through reporting usage, but not through meaning. E.g. Geography is a dimension of Sales Specializes – (and, in reverse, “is broader than”) shows differences in granularity and aggregation between Terms Correlated To – indicates where a business term is implemented as an IT component 6
  • 7. Semantic Correlation Meta-Model - summary Community/ Project Related Term Business Term/Metric ELDM Attribute Conceptual Value Domain Validation Conceptual Link to Reference Data Correlate Deployed Data Integration Component DQ Component DI Transform DQ Rule Data Field Deployed Value Domain Table/ View Report Field Schema/ Database Link to Data Profiling summary Report BI Universe 7
  • 8. Ontology + Traceability + Workflow = Data Governance Requirements Definition BusinessProcess Model item BI Object Web-Based Correlation & Workflow UI ETL Transformation Data Governance Policy Workflow Engine Business Semantic Term Bridge Services Segment Field Analysis Data Model Attribute Cache Correlation DB Services Interface Reference Data Code-Set Physical Data Model Column Data-Quality Rule Graph Store is a good technology for “Correlation DB” – triples of traceability from Terms to artifacts 8
  • 10. Graph for Project Management Problem: • Project tracking activity is performed in meetings/e-mail – without traceability to the granular requirements or objects under development Community of Interested Parties Unit of Work Taxonomy Term Term Ref. ID comprises Is spec for Unit of Work Proposal Proposal Term Dev Stage 1 E-Mail Status Reporting Dev Stage 2 Dev Stage 3 Project Plan & Story Backlog Approach: • Using Business Terms as the foundation for Sprint development, e-mails, status reporting etc could all be tracked according to Ref ID of the Term and related componentry in development 10
  • 11. Graph for e-Government Community of Interested Parties Issue at Hand An Issue Composition Issue Consideration Proposal Issue Proposal Issue Issue News Item Proposed Legislation Related Data Problem: • Government by a few representatives facilitates bribery, central control, constituents bulldozed by external interests Approach: • Collaborative, issue-based, interest-driven government creates a virtual level playing field 11
  • 12. Graph for Intelligent Visualization of Sub-Components • Visual Relationship Types • Term “Fits Inside” Term • Term “Supports” Term • Term “Interlocks with” Term • Conditional Properties: • Term “has a valency” of… 12
  • 13. Find My Life Romance Compatibility Short Term Influence Long Term Theme Another Person Personal Astrology University Literature Birth-Date /Time/ Place Topic Person Problem Organization Activity Organization
  • 14. Challenges • What is the ontology of relationship types? • How to get content (crowd-source, incrementally by subject-area) • Technical – find people who know this stuff • Financial – get funding to build this stuff
  • 15. Business-Terms Governed in Multiple Domains HealthPlan Colleen (Contrib. CO) Care Delivery Contrib, Hai (HI) Membership Joey (Contrib. NCA) Admin. Clinical In-Patient Bed Stay Days Length of Stay (Finance) Clinical Out-Patient Sub-Portfolio Approver, Cal (NCA) Approver, Pete (CO) Fi, Nance (Approver. NCA) Portfolio Contributory, Cary (NCA) Encounter Type Business Term Length of Stay (Clinical) Length of Stay (Clinical) NCA Encounter Type: • Encounter Type belongs to two Domains – Cary, Hai and Joey can contribute. But Colleen cannot. • Changes to Encounter Type will appear in the approval queues for Pete and Cal – but not Nance. Length of Stay: • Length of Stay (Clinical) is able to coexist with Length of Stay (Finance) • Length of Stay (Finance) can be contributed to by Joey and Colleen, and Approved by Nance, only • Length of Stay (Clinical) can be contributed to by Joey and Hai, and approved by Pete and Cal, only • Length of Stay (Clinical) NCA – is for NCA only – and therefore only Joey can contribute, and Cal can approve. 15