The art of implementing data lineage

FROM
DataManagementReview.comSeptember 29, 2016
The art of implementing data lineage
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FROM
Welcome to A-Team Group’s webinar:
The art of implementing data lineage

FROM
Moderator:
Sarah Underwood, Editor, A-Team Group

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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

FROM
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

FROM
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

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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

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Can you give us a definition of data lineage as it
applies to data management?

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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

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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?

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Can you explain some of the key use cases for
getting data lineage right?

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Can you describe client projects you’ve been
working on to address data lineage?

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How do clients secure buy-in across their
organisations for projects and budget?

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What were the benefits you used to secure that
buy-in?

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What objections did you meet and how did you
address them?

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What are the key milestones in a project plan to
reach successful implementation?

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How long do projects typically take and what are
the hold ups or complications that firms
experience?

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What does a successful implementation enable an
organisation to do that it couldn’t before?

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A couple of scenarios in which an organisation would
need to track data lineage to respond to a regulatory
or internal enquiry?

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What advice would you give to organisations figuring
out their approach to tracking data lineage?

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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

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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

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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.

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Thank you to our sponsor
Contact:
Sue Habas
VP of Strategic Technologies-Data Intelligence, ASG
Email: sue.habas@asg.com
Website: www.asg.com/intelligence

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The art of implementing data lineage

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Editor's Notes