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Agenda

Objective of this Presentation + Introductions Overview of referenced ISO/OMG standards and specifications The OSFI Metadata Repository Connection OSFI Business and Technical Reference Models Detail Walkthrough of multi-metadata models involved Wrap-up. Agenda.

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Agenda

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  1. Objective of this Presentation + Introductions Overview of referenced ISO/OMG standards and specifications The OSFI Metadata Repository Connection OSFI Business and Technical Reference Models Detail Walkthrough of multi-metadata models involved Wrap-up Agenda

  2. Use Case of metadata repository implementation in progress at OSFI Show how multiple metadata models were defined and used towards the procurement and implementation of a metadata repository Showcase the span of metadata and data management standards that contributed to this effort Objectives of this presentation…

  3. The primary regulator and supervisor of: all banks in Canada, all federally incorporated or registered trust and loan companies, insurance companies, co-operative credit associations, fraternal benefit societies and federally administered pension plans. Its mission is to safeguard policy holders, depositors and pension plan members from undue loss Office of the Superintendent of Financial Institutions (OSFI), Canada

  4. Over 25 years of experience and involvement in Metadata/Database Standards and Data Management Canadian Delegate in ISO SQL (WG3) and Metadata Working Groups (WG2) Past Chair of ISO Conceptual Schema WG and Govt. of Canada Treasury Board IT Standards (TBITS SQL) Author of several publications Highly successful DW and metadata based implementations Baba Piprani – Consultant, SICOM, Canada

  5. Over 20 years of Data Management Data Architecture Group manager Overseeing the implementation of the Metadata Repository at OSFI Initiated Enterprise Data Controls that include data standards, data warehouse standards and enterprise control lists (value domains) Actively promote Enterprise Data Architecture with emphasis on data quality and data integrity Ginette Levesque Hansma, OSFI, Canada

  6. Part 1 - Framework Part 2 - Classification Part 3 - Registry metamodel and basic attributes Part 4 - Formulation of data definitions Part 5 - Naming and identification principles Part 6 - Registration Part 1 explains the purpose of each part. Part 3 specifies the metamodel that defines the registry The other parts specify various aspects of the use of the registry The ISO/IEC 11179 Metadata Registries standard consists of 6 parts:

  7. should be registered according to the Registration guidelines (11179-6) will be uniquely identified within the register (11179-5) should be named according to Naming and Identification Principles (11179-5) should be defined by the Formulation of Data Definitions rules (11179-4) may be classified in a Classification Scheme (11179-2) Each Data element in ISO/IEC 11179 Metadata Registries:

  8. Part 1 – Reference Model Part 2 – Core Model Part 3 – Metamodel for Ontology Registration Part 4 – Metamodel for Model Mapping Part 1 describes concepts and architecture to be applied in the development and registration of individual metamodel frameworks in other parts. Part 2 specifies the core model to describe metamodel items Part 3 specifies the metamodel that provides a facility to register administrative information about ontologies Part 4 provides a metamodel for describing differences in format and type of objects and transformation rules to be exchanged or shared The ISO/IEC 19763 Framework for Metamodel Interoperability standard consists of 4 parts:

  9. Common Warehouse Metamodel (CWM) Courtesy OMG

  10. CWM PACKAGES • CWM’s 4 layers describe metamodel packages that address the complete lifecycle of data warehouse applications

  11. CWM Foundation Package Courtesy Doug Mann

  12. CWM Resource Package Courtesy Doug Mann

  13. CWM Analysis Package Courtesy Doug Mann

  14. CWM Management Package Courtesy Doug Mann

  15. CWM allows for metadata interchange amongst Organizations data assets BI and Data Warehouse Knowledge management Services that Encompass life cycle of metadata including Analysis and Modelling Heterogeneous Databases and legacy systems ETL and mappings, transformations That support the managing of structured and unstructured data CWM also supports ER along with UML to enable integration Common Warehouse Metamodel (CWM)

  16. Topic: Multi-Metadata Models Framework OSFI’s Realization of Metadata Repository(Standards based) Standards/Specification:ISO 19763 OMG MOF Topic: OSFI Metadata - Reference metamodels - Reference Frameworks Standards based implementation of:-OSFI Metadata Framework - OSFI Metadata Reference Models In OSFI Metadata Repository - Concepts - Definitions - Designations - Data Elements • Reference Packages • Multi Metadata models • Export/Import XML XMI Topic: Data Standards:ISO 11179 Metadata Registries Topic: IM, IT, DW Standards and Specification: ISO 9075 OMG Common Warehouse Metamodel • - Mappings • DB Schemas, Keys/Indexes • Relational DB Structure • Record Structure • Transformation Tools • Analytical Tools • Data Mining Tools • Warehouse Processes • Warehouse operations

  17. Technical perspective Easy access to accurate and complete inventory of information assets relevant to IT: data models (meta data about models and publishable format), process models (meta data about models and publishable format), data base schemas (meta data about schemas and schema content), data definitions (meta data about definitions and all content), Enterprise Control Lists (ECL) (meta data about ECL, all their content, lexicon, thesaurus ad control vocabulary), data usage and dependencies, business rules (meta data about rules and all content), mappings and transformations (meta data about mappings and transformation and all content), reports and their content (meta data about reports and their layout). Capabilities to perform impact analysis of changes to data/applications Enables re-usability of assets OSFI Metadata Repository - Objectives

  18. Business perspective Easy access to accurate and complete inventory of information assets relevant to the business: data captured, generated and maintained at OSFI (submodel of ISO 11179-3), Business process models (meta data about models and publishable format), data definitions (meta data about definitions and all content), data usage, business rules (meta data about rules and all content), mappings and transformations (meta data about mappings and transformation and all content), data ownership and custodianship, reports and their content (meta data about reports and their layout). Capabilities to perform impact analysis of changes to data Enables efficient Change Management: document of new requirements, review of proposed new information and approval, retirement, etc OSFI Metadata Repository - Objectives

  19. Metadata Repository tool will Store OSFI’s metadata Import/extract metadata from OSFI disparate electronic sources Allows direct input for new requirements Provide “official enterprise” lists and standard values Allow capabilities to manage the metadata Administration (access control, create links/ dependencies, etc.) Validation Reconciliation Impact Analysis Publish metadata Reporting and publishing Queries OSFI Metadata Repository – Overview

  20. Inventory Inventory Inventory Metadata Content OSFI Metadata Repository – Business Model Management Business Community IM & Data Architect Change and Asset Management Repository Asset Discovery / Documentation / Usage Guidelines Standards / Impact Analysis Documentation / Change Management / Add new requirements Metadata Standards Developers Business Analysts Asset Discovery / Impact Analysis / Information re-use / Document new requirements Data Definitions / ECL / Impact Analyst / Information re-use Enabling Processes and Technologies

  21. Metadata Framework at OSFI

  22. OSFI Metadata Repository – Overview

  23. OSFI Metadata Repository Technical Reference Model

  24. Model of the OSFI Metadata Repository Technical Reference Model Please note: Notation used in this presentation is OSFI standard modelling notation IDEF1X

  25. OSFI Metadata Repository Technical Reference Model Flow Contents

  26. Contents of Meta Flow MF1 – ERWin Data Models, CA Fusion Process Models

  27. Contents of Meta Flow MF2 – DB Object Declarations

  28. Contents of Meta Flow MF3 – DW DM Object Declarations

  29. Contents of Meta Flow MF4 – BI Object Declarations

  30. Contents of Meta Flow MF5 – DB Schema Declarations

  31. Contents of Meta Flow MF11 – ETL Mappings & Transformation

  32. Contents of Meta Flow MF13 – Report Formats, Cubes and Schema Objects

  33. New Technology at OSFI Time and Budget constraints New approach at OSFI – impacts current processes and procedures Industry standards for MDR just started to be used across industries Risk Factors

  34. Milestones completed Requirements (product and services) documented and products reviewed Metadata Repository initiative funded Input from major players in the Business Metadata Repository requirements approved Request for Proposal issued Metadata Repository Vendor responses received Next steps Evaluation, selection and contract (in progress) Develop new processes and procedures for Management of Metadata (in progress) Develop interim data holding metadata schemas and databases to support part of required functions and collection of data (in progress) Installation and configuration the new Metadata Repository Communication and training Status and Next Steps at OSFI

  35. Metadata being shared Need to understand the meaning and context of all data within the enterprise Provide reference points for technologists and users Track information from definition, design, collection to delivery Summary of Metadata Repository Implementation at OSFI

  36. Used ISO Metadata Standards And OMG Specifications to stabilize requirements and approach (ISO 11179, ISO 19763, ISO 9075, TR9007, ISO 10032 (RMDM), ISO 10728 (IRDS), CWM, MOF Our Standards based local Metadata Framework, Reference Models and Data Standards have provided a stable platform and road map for implementation and integration Best-of-breed integration, managing data enterprise-wide Thank you ISO and OMG…and OFMR(Kobe)2006 for the opportunity to share this presentation… Summary of Metadata Repository Implementation at OSFI

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