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Informatica MDM Multidomain Edition(Version 1)

Unclaimed Life Insurance ata

Management Solution Guide


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Informatica MDM Multidomain Edition Unclaimed Life Insurance Data Management Solution Guide

Version 1May 2014

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Part Number: MDM-DUG-10000-0001


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Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica My Support Portal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Web Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica How-To Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iv

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Support YouTube Channel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Velocity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1: Introduction to Unclaimed Life Insurance Data Management

Solution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Unclaimed Lif e Insurance Data Management Solution Overview. . . . . . . . . . . . . . . . . . . . . . . . 1

Users of Unclaimed Life Insurance Data Management Solution. . . . . . . . . . . . . . . . . . . . . . . . . 2

Archi tecture - Informatica Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Data Transfer Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Chapter 2: Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Configuration Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Solution Package Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Import Metadata Changelist into the Repository Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Add Custom Java Cleanse Library. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Add Custom MDM Hub User Exits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Import Application Components into Informatica Data Director. . . . . . . . . . . . . . . . . . . . . . . . . . 9

Import Data Integration Mappings into the Developer Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Perform Post-Import Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Deploy Composite Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 3: Solution Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Source Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

MDM Hub Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Base Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Lookup Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Landing Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Custom Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Staging Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Packages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

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Trust Value Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Data Cleansing and Standardization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

MDM Hub User Exits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Match and Merge of Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Hierarchy Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

External Match for TPA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Inbound Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Map_DMF_DIM_Landing_Party_DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Map_IDI_ DIM_Landing_Party_DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Map_Insurance_DIM_Landing_Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Map_Insurance_DIM_Landing_Party_DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Map_Insurance_DIM_Landing_Party_Role_Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . 27

Map_Insurance_DIM_Landing_Postal_Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Map_PA_ DIM_Landing_Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Map_PA_DIM_Landing_Party_DM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Map_PA_ DIM_Landing_Party_Role_Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Map_PA_DIM _Landing_Postal_Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Map_TPA_Party_Party_DM_EMI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Outbound Mappings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Decedent Information Update. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Error and Validation Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Map_Par ty_DM_EMO_TPA_Party_Output. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Composite Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Informatica Data Director User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Hierarchy Configuration in Informatica Data Director . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Subject Area - Person. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Subject Area - Address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Subject Area - Auto. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Subject Area - Life. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Subject Area - Property. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Custom Tasks and Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Chapter 4: Data Load Workflows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Initial Load Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

SSA Death Master File Incremental Load Process - Add. . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

SSA Death Master File Incremental Load Process - Update. . . . . . . . . . . . . . . . . . . . . . . . . . 43

SSA Death Master File Incremental Load Process - Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . 44

TPA/Policy Admin/Customer Master Incremental Load Process - Add. . . . . . . . . . . . . . . . . . . . 45

TPA/Policy Admin/Customer Master Incremental Load Process - Update. . . . . . . . . . . . . . . . . . 45

Chapter 5: Reference Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Addit ional Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

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Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

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Preface

The Unclaimed Life Insurance Data Management Solution Guide explains how insurance companies can get

information about deceased people and identify beneficiaries. An administrator can use the information in this

guide to configure the Unclaimed Life Insurance Data Management Solution. This guide assumes that you

are familiar with Informatica MDM Multidomain Edition.

Informatica Resources

Informatica My Support Portal

As an Informatica customer, you can access the Informatica My Support Portal at

http://mysupport.informatica.com .

The site contains product information, user group information, newsletters, access to the Informatica

customer support case management system (ATLAS), the Informatica How-To Library, the Informatica

Knowledge Base, Informatica Product Documentation, and access to the Informatica user community.

Informatica Documentation

The Informatica Documentation team takes every effort to create accurate, usable documentation. If you

have questions, comments, or ideas about this documentation, contact the Informatica Documentation team

through email at [email protected] . We will use your feedback to improve our

documentation. Let us know if we can contact you regarding your comments.

The Documentation team updates documentation as needed. To get the latest documentation for your

product, navigate to Product Documentation from http://mysupport.informatica.com .

Informatica Web Site

You can access the Informatica corporate web site at http://www.informatica.com . The site containsinformation about Informatica, its background, upcoming events, and sales offices. You will also find product

and partner information. The services area of the site includes important information about technical support,

training and education, and implementation services.

Informatica How-To Library

As an Informatica customer, you can access the Informatica How-To Library at

http://mysupport.informatica.com . The How-To Library is a collection of resources to help you learn more

about Informatica products and features. It includes articles and interactive demonstrations that provide

iv

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solutions to common problems, compare features and behaviors, and guide you through performing specific

real-world tasks.

Informatica Knowledge Base

As an Informatica customer, you can access the Informatica Knowledge Base athttp://mysupport.informatica.com . Use the Knowledge Base to search for documented solutions to known

technical issues about Informatica products. You can also find answers to frequently asked questions,

technical white papers, and technical tips. If you have questions, comments, or ideas about the Knowledge

Base, contact the Informatica Knowledge Base team through email at [email protected].

Informatica Support YouTube Channel

You can access the Informatica Support YouTube channel at http://www.youtube.com/user/INFASupport . The

Informatica Support YouTube channel includes videos about solutions that guide you through performing

specific tasks. If you have questions, comments, or ideas about the Informatica Support YouTube channel,

contact the Support YouTube team through email at [email protected] or send a tweet to

@INFASupport.

Informatica Marketplace

The Informatica Marketplace is a forum where developers and partners can share solutions that augment,

extend, or enhance data integration implementations. By leveraging any of the hundreds of solutions

available on the Marketplace, you can improve your productivity and speed up time to implementation on

your projects. You can access Informatica Marketplace at http://www.informaticamarketplace.com .

Informatica Velocity

You can access Informatica Velocity at http://mysupport.informatica.com . Developed from the real-world

experience of hundreds of data management projects, Informatica Velocity represents the collective

knowledge of our consultants who have worked with organizations from around the world to plan, develop,

deploy, and maintain successful data management solutions. If you have questions, comments, or ideas

about Informatica Velocity, contact Informatica Professional Services at [email protected].

Informatica Global Customer Support

You can contact a Customer Support Center by telephone or through the Online Support.

Online Support requires a user name and password. You can request a user name and password at

http://mysupport.informatica.com .

The telephone numbers for Informatica Global Customer Support are available from the Informatica web site

at http://www.informatica.com/us/services-and-training/support-services/global-support-centers/ .

Preface v

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C H A P T E R 1

Introduction to Unclaimed Life

Insurance Data Management

Solution

This chapter includes the following topics:

• Unclaimed Life Insurance Data Management Solution Overview, 1

• Users of Unclaimed Life Insurance Data Management Solution, 2

• Archi tecture - Informatica Components, 2

• Data Transfer Process, 4

Unclaimed Life Insurance Data Management Solution

OverviewThe Unclaimed Life Insurance Benefits Act of 2011 requires insurance companies to identify beneficiaries of

deceased people and to settle all insurance claims. The Unclaimed Life Insurance Data Management

Solution (the Solution) integrates Informatica services and Informatica MDM Multidomain Edition to ensure

compliance with the act.

Insurance companies can use the Solution to extract information about deceased people from source

systems, such as Social Security Administration (SSA) Death Master File (DMF), and load into the MDM Hub.

The Solution uses a Data Integration Service to extract this information. Batch jobs within the MDM Hub

match the incoming records with the records in the MDM Hub. The records that are not merged automatically

are sent to a data steward. After a data steward approves the merge, the MDM Hub publishes records of

deceased people through the outbound mappings and Java Message Service.

The Policy Administration system or any other target system can use the following methods to get records

with updated decedent information:

Near real-time data transfer

The target system subscribes to a queue to get notifications when Java Message Service publishes

records with updated decedent information to the queue.

Real-time data transfer

The target system uses composite services to look up records with updated decedent information.

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Batch data transfer

The target system uses batch transfer to load the file with updated decedent information into their

database.

When target systems get records with updated decedent information, the insurance company must identify

the beneficiaries of the deceased people and settle all claims.

Users of Unclaimed Life Insurance DataManagement Solution

Users of Unclaimed Life Insurance Data Management Solution (the Solution) include insurance

organizations, governments, law enforcement agencies, and medical hospitals.

The following users can use the Soluiton to identify beneficiaries, verify death, and prevent identity fraud:

Insurance and pension fund organizationsInsurance and pension fund organizations can use the Death Master File to identify the beneficiaries of a

deceased person. After identifying the beneficiaries, the organizations can contact the beneficiaries and

settle the claims.

Law enforcement agencies

As part of investigations, law enforcement agencies and investigative f irms can use the Death Master

File to verify the death of a person.

Governments

To identify deceased people and prevent identity fraud, state governments, local governments, and

security firms can compare the Death Master File with financial, credit, payment, and other applications.

Medical hospitals

Medical hospitals, researchers, and medical treatment programs can use the Death Master File to track

former patients and study subjects.

Architecture - Informatica Components

The Unclaimed Life Insurance Data Management Solution (the Solution) uses the Informatica services,

Informatica Developer, and Informatica MDM Multidomain Edition to transfer information about deceased

people from source systems to target systems.

The following image shows the Informatica components that the Solution uses:

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The following text explains the Informatica components that the Solution uses:

Informatica Administrator

An administrator uses Informatica Administrator to create the Model Repository Service and Data

Integration Service. An administrator might also configure Informatica Developer to connect to the model

repository.

Informatica Developer

Informatica Developer (the Developer tool) connects to the model repository through the Model

Repository Service. An administrator of the MDM Hub uses the Developer tool to import inbound and

outbound mappings and change the mappings as required.

Application Services

The Informatica services access the domain configuration repository to maintain connections and

metadata for the domain.

Data Integration Service

The Data Integration Service establishes integration between the MDM Hub and different source

systems.

Model Repository Service

The Model Repository Service enables the Developer tool to connect to the model repository.

MDM Hub

The Data Integration Service establishes integration between the different source systems and the MDM

Hub.

Informatica Data Director

A data steward uses Informatica Data Director to approve or reject requests to merge records.

Informatica Address Doctor

The Solution uses Informatica Address Doctor to standardize addresses in the incoming records.

Archit ect ure - I nfo rmatica Compone nts 3


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Informatica ActiveVOS

You can use Informatica ActiveVOS to build internal workflows in the MDM Hub. The Solution starts a

workflow when a data steward approves or rejects a merge request. You can use ActiveVOS to build this

workflow. However, it is not required to use ActiveVOS to configure the Solution.

Hub Server

The Hub Server is a J2EE application that you must deploy on an application server. The Hub Server

processes data within the Hub Store and integrates the MDM Hub with external applications. The Hub

Server is the run-time component that manages core and common services for the MDM Hub.

Hub Store

The Hub Store stores and consolidates business data for the MDM Hub. The Hub Store consists of the

MDM Hub Master Database and Operational Reference Store.

Data Transfer Process

The Unclaimed Life Insurance Data Management Solution (the Solution) reads decedent information from

various source systems and sends the updated decedent information to the downstream systems.

The following image shows the data flow from source systems to target systems:

The Data Integration Service establishes integration between the different source systems and the MDM Hub.

The following is the high-level process about how the Solution transfers data from source systems to target

systems:

1. When you run the required inbound dataflow script, the inbound mappings extract information about

deceased people from source systems, such as the SSA DMF, and loads it into the MDM Hub.

2. Stage jobs within MDM Hub use cleanse functions and Informatica Address Doctor to clean and

standardize incoming records.

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3. Match and merge jobs use multiple match rules to match incoming records with the records in the MDM

Hub.

4. If the MDM Hub cannot automatically merge records, it creates tasks for a data steward.

5. A data steward approves or rejects merge records through Informatica Data Director.

6. When you run the required outbound dataflow script, the outbound mappings write merged records to afile and publish an error report and a validation report.

7. Java Message Service publishes automatically merged records to a queue.

8. The target systems can access records with updated decedent information.

Data Transfer Process 5


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C H A P T E R 2

Configuration


• Configuration Overview, 6

• Prerequisites, 7

• Solution Package Components, 7

•

Import Metadata Changelist into the Repository Manager, 8• Add Custom Java Cleanse Library, 8

• Add Custom MDM Hub User Exits , 9

• Import Application Components into Informatica Data Director, 9

• Import Data Integration Mappings into the Developer Tool, 9

• Perform Post-Import Tasks, 10

• Deploy Composite Services, 10

Configuration OverviewTo configure Unclaimed Life Insurance Data Management Solution, perform the following tasks:

1. Import metadata changelist or promote metadata changelist.

2. Add custom Java cleanse library.

3. Add custom MDM Hub user exits.

4. Import application components into Informatica Data Director.

5. Import data integration mappings into the Developer tool.

6. Configure inbound and outbound mappings.

7. Test inbound and outbound mappings.

8. Configure inbound and outbound dataflow scripts.

9. Deploy composite services.

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Prerequisites

Before you configure Unclaimed Life Insurance Data Management Solution, perform the following tasks:

1. Install and configure Informatica 9.5.0. Create a Data Integration Service and a Model Repository

Service. Configure the Developer tool to connect to the Model Repository.

2. Install Informatica MDM Multidomain Edition 9.7.0.

3. If you have not created an Operational Reference Store (ORS), create an ORS after you install the

database. After you create the ORS, import the seed into the ORS. The seed contains the initial

metadata, such as REPOS tables, and other objects that the MDM Hub requires in the Hub Store.

4. Install Informatica MDM Multidomain Edition Resource Kit 9.7.0.

5. Configure the MDM Hub to use Address Doctor Cleanse Engine.

6. Optionally, configure the MDM Hub to use Informatica ActiveVOS workflow.

Solution Package Components

The Unclaimed Life Insurance Data Management Solution Accelerator (the Solution) is available as a ZIP file

on Informatica Marketplace.

Download the Solution from the following URL and extract the files:

https://community.informatica.com/solutions/informatica_unclaimed_life_insurance_data_mgmt

After you extract the f iles, the top level folder is MDM Solution that contains the following folders:

Custom

The following folders are available inside the Custom folder:

Cleanse Function

Contains the CLEANSE.jar file that you must add to cleanse and standardize data coming from

different source systems.

Hub User Exit

Contains the DIM971.jar file Siperian version and DIMVOS.jar file ActiveVOS version. You must

add one of these files to the MDM Hub. Use the ActiveVOS version if you have integrated

ActiveVOS with Informatica MDM Multidomain Edition. The jar fi le contains user exits that validate

incoming records from different source systems.

Web_App

Contains the DIMService.zip file that includes the searchParty and getParty composite services.

Use these services from a target system to search for postal addresses and insurance policies of

parties stored in the MDM Hub.

IDD

Contains the InfaDIMasterHub.zip that you must import through Informatica Data Director. The ZIP file

contains the components to set up the application for a data steward.

Met Export

Contains the DIM_MET_EXPORT_06032014_HF1.change.xml file that you must import to get MDM Hub

metadata. The MDM Hub metadata includes components, such as landing tables, user exits, lookup

tables, staging tables, base objects, and match/merge rules.

Prerequisites 7

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Integration

The Mercury DI folder is available inside the Integration folder. The Mercury DI folder contains the

DIM_HF1_03032014.xml file that you must import through the Developer tool to configure the inbound and

outbound data integration mappings. The following folders are available inside the Mercury DI folder:

Sample Files

Contains sample error files, source files, outbound files, and validation files.

Scripts

Contains scripts for the inbound and outbound data flows. You can change these scripts as

required.

Import Metadata Changelist into the RepositoryManager

You must apply the MDM Hub metadata changelist for Unclaimed Life Insurance Data Management Solution

in your target environment. The MDM Hub metadata includes components, such as landing tables, user exits,

lookup tables, staging tables, base objects, and match/merge rules. Metadata import works for all type of

databases that the MDM Hub supports.

1. In the Hub Console, click Repository Manager .

2. Click the Import tab or the Promote tab.

3. Click the button next to the Source field.

The Open Repository dialog box appears.

4. Click File Repository.

5. Browse to f ind theDIM_MET_EXPORT_06032014_HF1.change.xml

metadata file available inside the

\MDM Solution\Met Export folder.

6. Select all the schema components or changed schema components and apply the changes.

Add Custom Java Cleanse Library

Multiple custom cleanse functions are available with Unclaimed Life Insurance Data Management Solution.

These functions cleanse and standardize the data coming from different source systems.

1. In the Hub Console, under Model, click Cleanse Functions.

2. Click Cleanse Functions > Add Java Library.

3. Browse to f ind the Cleanse.jar file available inside the \MDM Solution\Custom

\Cleanse Function folder.

4. Enter a name and description for the library.

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Add Custom MDM Hub User Exits

The user exits available with Unclaimed Life Insurance Data Management Solution validate incoming records

for add, update, and delete requests.

1. In the Hub Console, under Utilities, click User Object Registry and click Add.

2. Enter a description for the user exit.

3. Browse to f ind the DIM971.jar file available inside the \MDM Solution\Custom\Hub

User Exit\Siperian folder or the DIMVOS.jar file available inside the \MDM

Solution\Custom\Hub User Exit\ActiveVOS folder. Use DIMVOS.jar if you have integrated ActiveVOS

with Informatica MDM Multidomain Edition.

4. Restart the application server.

Import Application Components into Informatica DataDirector

When you load decedent information from different source systems into the MDM Hub, the match and merge

job creates tasks for a data steward. A data steward uses Informatica Data Director to approve or reject

these tasks. To set up the application for a data steward, import the application components into the

Informatica Data Director.

1. Start Informatica Data Director Configuration Manager. Use the following URL:

https://hostname:port/bdd/config

2. Click Import Complete IDD Application (ZIP) and browse to find the InfaDIMasterHub.zip file

available inside the \MDM Solution\IDD folder.

3. Under Bind Logical ORS, select the ORS from the list. You must select the ORS that you created when

you installed MDM Multidomain Edition.

4. Click Save.

5. See the validation results and resolve any errors.

Import Data Integration Mappings into the DeveloperTool

The inbound mappings populate data into the landing tables from files coming from different source systems.

The outbound mappings publish records with updated decedent information, and create an error report and a

validation report.

1. In the Informatica Developer, click File > Import.

2. Under Informatica, select Import Object Metadata File, and click Next.

3. Browse to f ind the DIM_HF1_03032014.xml file available inside the \MDM Solution

\Integration\Mercury DI folder, and click Next.

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4. Select the components from the source and select the target project where you want to import the

objects.

5. Click Next and Finish.

Perform Post-Import Tasks

After you import mappings, change inbound and outbound mappings, and change the inbound and outbound

dataflow scripts as required.

1. In the Developer tool, open the inbound data integration mapping objects and specify the path of the

source files.

2. Open the outbound data integration mapping objects and specify the path where you want the mappings

to create the output files.

3. Specify the appropriate database connection properties for the source and target database objects.

4. Save the changes.

5. Test and run the individual mappings and resolve any errors.

6. Use the Developer tool to deploy the DIM_App application to the Data Integration Service. The application

is available in the DIM_HF1_03032014.xml file.

7. Change the scripts for inbound and outbound data workflows as required.

Deploy Composite Services

Target systems can use searchParty and getParty composite services to look up parties, postal addresses,

and insurance policies that are stored in the MDM Hub.

1. In the DIMService.zip file available inside the \MDM Solution\Custom\Web_App

folder, change the files inside the Config folder as required.

2. Run the Build.xml file from the command line.

The command generates a WAR file based on the changes you made to the configuration files.

3. Deploy the WAR file on the application server.

4. After you deploy the WAR file on the application server, use the following URL to get the WSDL:

http://{hostname}:{port}/DIMCompositeService/MDMDIMService?wsdl

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C H A P T E R 3

Solution Components


• Source Systems, 11

• MDM Hub Components, 12

• Hierarchy Management, 21

•

External Match for TPA, 22• Inbound Mappings, 22

• Outbound Mappings, 34

• Composite Services, 35

• Informatica Data Director User Interface, 36

• Hierarchy Configuration in Informatica Data Director , 36

• Custom Tasks and Workflows, 40

Source SystemsSource systems are systems that send decedent information to the MDM Hub.

Unclaimed Life Insurance Data Management Solution (the Solution) integrates with the following source

systems:

Customer Master System

A system that contains customer master data.

Internal Decedent Information System

An internal system that sends decedent information.

Lookup System

System that stores standard lookup values, such as gender, prefix, and title.

Policy Admin System

a system that contains information about insurance policy holders.

SSA System

Social Security Administrator system that sends the Death Master File.

Social Security Administration is a standard system that stores decedent information of people with Social

Security numbers. The other systems are representation of systems that send decedent information to the

MDM Hub. You can integrate other systems that contain decedent information with the Solution.

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MDM Hub Components

MDM Hub components process incoming records from different source systems and send records with

updated decedent information to the downstream systems.

The following MDM Hub components are included with this solution:

• Base objects

• Lookup tables

• Landing tables

• Custom tables

• Staging tables

• Packages and queries

• Trust settings

• Data cleansing and standardization

• User exits

• Match and merge of data

Base Objects

The match and merge job in the MDM Hub updates the relevant base objects to store consolidated data.

The following base objects are available for Unclaimed Life Insurance Data Management Solution:

C_BO_AGRMNT

Stores details about insurance agreements.

C_BO_PRTY_DM

Stores party personal information, such as first name, last name, prefix, death date, and gender.C_BO_PSTL_ADDR

Stores postal addresses.

C_BR_PRTY_PSTL_ADDR

Stores information about the relationship between party and postal address. In addition, it stores

information about the type of postal address and the usage type of postal address.

C_BR_PRTY_RLE_AGRMNT

Stores information about the relationship between party and agreement. In addition, it stores information

about the role and sub role of a person in an insurance agreement.

Lookup TablesThe MDM Hub processes need party information, such as gender, prefix name, country, and state, to process

data. The lookup base tables store this information.

The following lookup base tables are available for Unclaimed Life Insurance Data Management Solution:

C_BT_AGRMT_TYP

Stores information about the type of insurance agreement.

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C_BT_CNTRY

Stores information about the country.

C_BT_FLG

Stores information about the flag.

C_BT_GNDR

Stores information about the gender.

C_BT_PRFX_NM

Stores information about the prefix name.

C_BT_PRTY_RLE_AGRMNT

Stores information about the role of a person in an insurance agreement.

C_BT_PRTY_SUB_RLE_AGRMNT

Stores information about the sub role of a person in an insurance agreement.

C_BT_PRTY_TYP

Stores information about the type of party.

C_BT_PSTL_ADDR_TYP

Stores information about the type of the postal address.

C_BT_PSTL_ADDR_USG_TYP

Stores information about the usage type of the postal address.

C_BT_PSTL_ADDR_VLDTN_STS

Stores information about the validation status of the postal address.

C_BT_SFX_NM

Stores information about the suffix name.

C_BT_STATE

Stores information about the state.

Landing Tables

Landing tables derive their structure from the base objects. A single landing table stores data from all source

systems for a particular entity. Each landing table has a column Source System that distinguishes between

data from different source systems.

The following landing tables are available for this solution:

C_L_AGRMNT

Landing table to stores details about insurance agreements from all source systems.

C_L_LKP_ADDR_USG_TYP

Stores information about usage type of the postal address sent from the Lookup source system.

C_L_LKP_ADDR_VLDTN_STS

Stores information about the validation status of the postal address sent from the Lookup source system.

C_L_LKP_AGRMNT_TYP

Stores information about the type of insurance agreement, such as auto, life, or property, sent from the

Lookup source system.

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C_L_LKP_CNTRY

Stores information about the country sent from the Lookup source system.

C_L_LKP_FLG

Stores information about the flag sent from the Lookup source system.

C_L_LKP_GNDR

Stores information about the gender sent from the Lookup source system.

C_L_LKP_PRFX_NM

Stores information about the prefix name sent from the Lookup source system.

C_L_LKP_PRTY_RLE_AGRMNT

Stores information about the role of a person in an insurance agreement sent from the Lookup source

system.

C_L_LKP_PRTY_SBRL_AGRMNT

Stores information about the sub role of a person in an insurance agreement sent from the Lookup

source system.

C_L_LKP_PRTY_TYP

Stores information about the party type sent from the Lookup source system.

C_L_LKP_PSTL_ADDR_TYP

Stores information about the address type sent from the Lookup source system.

C_L_LKP_SFX_NM

Stores information about the suffix name sent from the Lookup source system.

C_L_LKP_STATE

Stores information about the state.

C_L_PRTY_DM

Landing table to store party information from all source systems.

C_L_PRTY_PSTL_ADDR

Landing table to store the relationship between party and postal address.

C_L_PRTY_RLE_AGRMNT

Landing table to store the relationship between party and agreement. This table also stores the role and

sub role of a party.

C_L_PSTL_ADDR

Landing table to store postal address from all source systems.

Custom TablesCustom tables store information about error records, new records, and custom tasks that the MDM Hub

processes create for a data steward.

The following custom tables are available for Unclaimed Life Insurance Data Management Solution:

C_L_CUSTOM_TASK

Stores information about the custom tasks that the MDM Hub processes create for a data steward.



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C_L_ERR

Stores all records that had errors.

C_L_NEW_RCDS

Stores all records that do not exist in the MDM Hub.

C_L_LST_PBLSHD

Stores information about the batch process names and the date on which the processes published the

file with updated decedent information.

Staging Tables

Staging tables stage data before the MDM Hub processes process the staged data and update the base

object records.

The following staging tables are available for Unclaimed Life Insurance Data Management Solution:

C_S_CM_AGRMNT

Stores the details of insurance agreements sent from the Custom Master source system.C_S_CM_PRTY_DM

Stores personal information, such as first name, last name, prefix, death date, and gender, sent from the

Custom Master source system.

C_S_CM_PRTY_PSTL_ADDR

Stores information about the type of postal address and the usage type of postal address sent from the

Customer Master source system. In addition, it stores information about the relationship between party

and postal address.

C_S_CM_PRTY_RLE_AGRMNT

Stores information about the role and sub role of a person in an insurance agreement sent from the

Customer Master source system. In addition, it stores information about the relationship between party

and agreement.

C_S_CM_PSTL_ADDR

Stores the postal addresses sent from the Customer Master source system.

C_S_IDI_PRTY_DM


Internal Decedent Information source system.

C_S_IDI_PRTY_PSTL_ADDR


Internal Decedent Information source system. In addition, it stores information about the relationship

between party and postal address.

C_S_IDI_PSTL_ADDR

Stores the postal addresses sent from the Internal Decedent Information source system.

C_S_LKP_ADDR_USG_TYP

Stores information about the usage type of postal addresses sent from the Lookup source system.

C_S_LKP_ADDR_VLDTN_STS

Stores information about the validation status of postal addresses sent from the Lookup source system.



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C_S_LKP_AGRMNT_TYP

Stores information about the type of insurance agreement sent from the Lookup source system.

C_S_LKP_CNTRY

Stores country code and country description sent from the Lookup source system.

C_S_LKP_FLG

Stores information about the flag sent from the Lookup source system.

C_S_LKP_GNDR

Stores information about the gender sent from the Lookup source system.

C_S_LKP_PRFX_NM

Stores information about the prefix name sent from the Lookup source system.

C_S_LKP_PRTY_RLE_AGRMNT

Stores information about the role of a person in an insurance agreement sent from the Lookup source

system.

C_S_LKP_PRTY_SBRL_AGRMNT

Stores information about the sub role of a person in an insurance agreement sent from the Lookup

source system.

C_S_LKP_PRTY_TYP

Stores information about the party type sent from the Lookup source system.

C_S_LKP_PSTL_ADDR_TYP

Stores information about the type of postal address sent from the Lookup source system.

C_S_LKP_SFX_NM

Stores information about the suffix name sent from the Lookup source system.

C_S_LKP_STATE

Stores information about the state sent from the Lookup source system.

C_S_PA_AGRMNT

Stores the details of insurance agreements sent from the Policy Admin source system.

C_S_PA_PRTY_DM


Policy Admin source system.

C_S_PA_PRTY_PSTL_ADDR


Policy Admin source system. In addition, it stores information about the relationship between party and

postal address.C_S_PA_PRTY_RLE_AGRMNT

Stores information about the role of a person in an insurance agreement sent from the Policy Admin

source system. In addition, it stores information about the relationship between party and agreement.

C_S_PA_PSTL_ADDR

Stores the postal addresses sent from the Policy Admin source system.



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C_S_SSA_PRTY_DM


Social Security Administration source system.

PackagesTo complete the processing of data, MDM Hub processes need data from different tables. Packages contain

the relevant queries that get the required data for processing.

The MDM Hub processes use the following packages to get data:

• Data integration packages

• Hierarchy management packages

• Informatica Data Director packages

• MQ packages

• Services packages

Trust Value Settings

Different trust settings are assigned to the death information attributes.

Trust for Death Date, Death Indicator, and External Match Indicator

The following table shows the trust setting for death date, death indicator, and external match indicator

attributes:

Source System Maximum Minimum

Customer Master 60 60

Interna Decedent Information 90 90

Policy Admin 60 60

SSA 90 90

SYS0 100 100

The Decay, Duration, and Graph values for the preceding trusts are 12, Month, and Linear.

Trust for Death Source Flag

The following table shows the trust setting for the death source flag:


Customer Master 90 90

Interna Decedent Information 60 60

Policy Admin 90 90



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SSA 60 60

SYS0 100 100

The Decay, Duration, and Graph values for the preceding trusts are 12, Month, and Linear.

Data Cleansing and Standardization

Multiple cleanse functions are available with Unclaimed Life Insurance Data Management Solution to cleanse

and standardize incoming data.

The custom cleanse functions perform the following tasks:

• Extract particular fields values from concatenated values.

• Map source values to standard list of values.

• Populate conditional fields with constant values.

• Remove noise characters.

The following table lists the custom cleanse functions that cleanse and standardize data incoming data:

Custom Cleanse Function Function Type Description

Multi Compress Whitespace5 Graph Uses the standard Compress

Whitespace function fivetimes to remove whitespaces

from five input strings at the

same time. The standard

Compress Whitespacefunction removes

whitespaces for one input

string.

Multi CompressWhitespace15

Graph Uses the Multi CompressWhitespace5 function three

times to remove whitespaces

from 15 input strings at thesame time.

AddressStandardization5 Graph Uses Address Doc tor to

standardize the address

fields.

PersonFullName Graph Generates the full name of a

person by concatenating thefirst name, middle name, and

last name if the full name in

the incoming record is null.

SSN Validation Graph Validates the format of the

Social Security Number

(SSN) and standardizes the

valid SSN into one singlestandard format.



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Custom Cleanse Function Function Type Description

CL - Gender Cleanse List Standardizes the gender of

the person. For example, if

the gender in the incomingrecord is MALE or male, this

function populates the gender

in the output record as M.

CL - Prefix Cleanse List Standardizes the prefix in the

name. For example, if the

prefix in the incoming record

is MR or mr, this function

populates the prefix in the

output record as Mr.

CL - Suffix Cleanse List Standardizes the suffix in thename. For example, if the

suffix in the incoming record

is JUNIOR, this functionpopulates the suffix in the

output record as Jr.

CL - Title Cleanse List Standardizes the title in thename. For example, if the title

in the incoming record is

PROF or DR, this function

populates the title in the

output record as Prof or Dr.

StandardizeDeathDate Java Function Validates the date of death

and standardizes the validdate of death to a standard

format.

you can create the following types of custom cleanse functions:

Graph

In the MDM Hub, you can use the Cleanse Function tool to graphically configure a function. Graph

functions have multiple input values and output values.

Cleanse List

A cleanse list is a logical grouping of string funct ions that the MDM Hub processes run at runtime in a

predefined order. Use cleanse lists to standardize specified string values and to remove extraneous

characters from input strings.

Note: You can view all the cleanse functions in the MDM Hub under Cleanse Functions.

MDM Hub User Exits

The Post Land, Post Load, and Post Match user exits in MDM Hub validate incoming data from different

source systems.

The following Java class implements the MDM Hub user exits:



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com.infa.solutions.dim.userexit.PostLandingUserExit

This class implements MDM Hub PostLandingUserExit and overrides the processUserExit method to

perform the following validations:

SSA Records Validation

The user exits validate records from SSA Death Master File against the following scenarios:

• Records with Change flag as A that create new records must not exist in the MDM Hub. The post

land user exit identifies all such records before staging them and writes these records in the

custom error table C_L_ERR with the published flag as N.

• Records with Change flag as D that delete decedent information must exist in the MDM Hub. The

post land user exit identifies the records with change flag as D and validates them as follows:

1. If a record does not exist in the MDM Hub, the user exit inserts the record into the error

table and the is_rjctd flag is set to Y that prevents it from staging.

2. If a record exists and is merged with other records in the MDM Hub, the user exit loads the

record as pending in the MDM Hub and stores it in the C_L_CUSTOM_TASK custom task table.

• Records with Change flag as U that update decedent information must exist in the MDM Hub.

The post land user exit identifies the records with change flag as U. If such records do not exist inthe MDM Hub, the user exit stores the records in error table with the published flag as N.

Internal Decedent Source Records Validation

The user exits validate records from the Internal Decedent Information (IDI) system with the

decedent flag set to N against the records in the MDM Hub. If a record merged with other records,

the user exit loads the record with pending state and inserts it into the C_L_CUSTOM_TASK custom

task table.

com.infa.solutions.dim.userexit.PostLoadImplementation

If a record comes from a source system other than SSA, the post load user exit inserts the record into

the C_L_NEW_RCDS custom table, which tracks the new records in the current load process. If a record is

an update request and exists in the C_L_CUSTOM_TASK table (as inserted into the current batch group),

the user exit creates a DecedentRollBack task.

com.infa.solutions.dim.userexit.PostMatchImplementation

If a match is run on the MRS_Party ruleset, the post match user exit identifies all the records present in

the C_L_NEW_RCDS table as part of the current batch process and performs the following actions:

• If a record comes from a source system other than SSA and IDI without death information and

matches with a record in the base object, an error is reported with a message Add request for an

already deceased Party.

• If a record is from the IDI source system and does not match with the records in the base object, an

error is reported with a message Deceased record does not have the party record.

Match and Merge of DataMatch rulesets are available to match party data and address data and merge records.

The following match rulesets are available to match party data:

• MRS_PARTY_EXTERNAL

• MRS_Party (Default)

• MRS_Party_IDD



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The search level of all the rules inside the preceding rulesets is Typical and the rules use fuzzy matching to

match party names.

The following match rulesets are available to match address data:

• MRS_Account_IDD

• MRS_Address (Default)

The MRS_Party_Address (Default) ruleset performs an exact match of party and address data.

Hierarchy Management

A person can have life insurance, auto insurance, or property insurance. A person can also have mult iple

postal addresses. For example, a person might have taken life insurance when residing at Address A and

auto insurance when residing at Address B. The relationship between person, insurance policies, and

addresses is available as a hierarchy in Informatica Data Director. The name of the hierarchy that represents

this relationship between different entities is Agreement Hierarchy. A data steward can manage this hierarchyin Informatica Data Director based on the custom tasks that the MDM processes create.

The following table lists the entity types for this solution:

Entity Object Entity Type Code Entity Type Display Name Description

Party DM Person Person Represents an

individual

Agreement - Auto

- Life

- Property

- Auto

- Life

- Property

Represents lifeinsurance, property

insurance, and auto

insurance agreements

Postal Address Addr Address Represents the postaladdress of the party

The following table explains the different relationship types:

RelationshipObject

RelationshipType Code

Display Name Entity Type 1 EntityType 2 Direction

Party Postal

Address

Person Address Person Address Person Address Entity 1 to

Entity 2

Party Role in

Agreement

Auto Policy to

Person

Auto Policy to

Person

Auto Person Entit y 1 to

Entity 2

Party Role in

Agreement

Life Policy to

Person

Life Policy to

Person

Life Person Entity 1 to

Entity 2

Party Role in

Agreement

Property Policy

to Person

Property Policy

to Person

Property Person Entity 1 to

Entity 2

Hierarchy Management 21


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External Match for TPA

MDM Hub External Match utility matches the records from the Third Party Administrator (TPA) system against

the records from SSA DMF and Internal Decedent Information system.

The utility performs the following tasks to match data:

1. Uses inbound mappings to populate the EMI table with the required data.

2. Runs the Match on the MRS_PARTY_EXTERNAL ruleset.

3. Uses outbound mappings to extract the matched records from the EMO table and then publishes a CSV

file.

Inbound Mappings

Inbound mappings populate data into the landing tables from files coming from the different source systems.

Map_DMF_DIM_Landing_Party_DM

This mapping populates the MDM Party landing table with data from the standard fixed length SSA DMF file

provided by the Government.

Source Object Fixed length file

Target Object C_L_PRTY_DIM

Data Filters N/A

Operation Insert

The following table describes the mapping:

Source Column Name Expression/Lookup Target Column Name

SOCIAL SECURITY NUMBER N/A GOVT_ID

LAST NAME RTRIM(LastName) LST_NM

NAME SUFFIX RTRIM(NameSuffix) SFX_NM

FIRST NAME RTRIM(FirstName) FRST_NM

MIDDLE NAME RTRIM(MiddleName) MDL_NM

VERIFIED OR PROOF CODE N/A VRFCTN_CD

DATE OF DEATH (MM,DD,CC,YY) N/A DTH_DT

DATE OF BIRTH (MM,DD,CC,YY) N/A BIRTH_DT



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Source Column Name Expression/Lookup Target Column Name

SYSTIMESTAMP() LAST_UPDATE_DATE

SOCIAL SECURITY NUMBER SRC_PRTY_ID

N/A PRFX_NM

LTRIM(RTRIM(CONCAT(CONCAT(

CONCAT(CONCAT(CONCAT(CONCAT(RTRIM(FirstName),'

'),RTRIM(MiddleName)),'

'),RTRIM(LastName)),'

'),RTRIM(NameSuffix))))

FULL_NM

N/A PRTY_TYP

N/A GNDR_CD

IIF(Flag='D','N','Y') DTH_IND

'SSA' SRC_SYS

IIF(IS_SPACES(F lag), 'A ',F lag) CHNG_FLG

N/A HUB_STATE_IND

N/A IS_RJCTD

Map_IDI_DIM_Landing_Party_DM

This mapping populates the MDM Party, Postal Address, and Party Postal Address landing tables with datafrom the internal decedent information file that comes from Internal Decedent Information (IDI) source

system.

Source Object CSV File 'IDI'

Target Object C_L_PRTY_DIM, C_L_PSTL_ADDR,

C_L_PRTY_PSTL_ADDR

Data Filters N/A

Operation Insert


Source Column

Name

Expression/Lookup Target Table Name Target Column Name

PARTY_ID N/A C_L_PRTY_DIM PRTY_ID

FIRST_NM N/A C_L_PRTY_DIM FRST_NM

Inbound Mappings 23


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Source Column

Name


MIDDLE_NM N/A C_L_PRTY_DIM MDL_NM

LAST_NM N/A C_L_PRTY_DIM LST_NM

FULL_NM N/A C_L_PRTY_DIM FULL_NM

PARTY_TP N/A C_L_PRTY_DIM PRTY_TP

BIRTH_DT N/A C_L_PRTY_DIM BIRTH_DT

GENDER_CD N/A C_L_PRTY_DIM GNDR_CD

DEATH_IND N/A C_L_PRTY_DIM DTH_IND

DEATH_DT N/A C_L_PRTY_DIM DTH_DT

FED_GOV_ID N/A C_L_PRTY_DIM FED_GOV_ID

SUFFIX_NM N/A C_L_PRTY_DIM SFX_NM

PREFIX_NM N/A C_L_PSTL_ADDR PRFX_NM

ADDRESS_ID N/A C_L_PSTL_ADDR ADDR_ID

ADDR_LINE_1 N/A C_L_PSTL_ADDR ADDR_LINE_1



ADDR_LINE_4 N/A C_L_PRTY_PSTL_ADDR ADDR_LINE_4

ADDRESS_TYPE N/A C_L_PSTL_ADDR ADDR_TYP

COUNTY N/A C_L_PSTL_ADDR COUNTY

CITY N/A C_L_PSTL_ADDR CITY

STATE N/A C_L_PSTL_ADDR STATE

COUNTRY_CD N/A C_L_PSTL_ADDR CNTRY_CD

POSTAL_CD N/A C_L_PSTL_ADDR PSTL_CD

POSTAL_EXT_CD N?A C_L_PRTY_PSTL_ADDR PSTL_EXT_CD

PARTY_ID C_L_PRTY_PSTL_ADDR PRTY_ID

ADDRESS_ID C_L_PRTY_PSTL_ADDR ADDR_ID

'IDI' String Constant C_L_PRTY_PSTL_ADDR SRC_SYS

SYSTIMESTAMP() C_L_PSTL_ADDR LAST_UPDATE_DATE



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Source Column

Name


'IDI' String Constant C_L_PSTL_ADDR SRC_SYS

SYSTIMESTAMP() C_L_PRTY_DIM LAST_UPDATE_DATE

'IDI' String Constant C_L_PRTY_DIM SRC_SYS

SYSTIMESTAMP() LAST_UPDATE_DATE

Map_Insurance_DIM_Landing_Agreement

This mapping populates the Agreement landing table with Agreement data that comes from the insurance

solution source system.

Source Object Oracle Database Object C_B_AGRMNT

Target Object C_L_AGRMNT

Data Filters HUB_STATE_IND=1

Operation Insert


Source Column

Name


ROWID_OBJECT LTRIM(RTRIM(ROWID _OBJECT))

C_L_AGRMNT SRC_AGRMNT_ID

AGRMNT_NUM N/A C_L_AGRMNT AGRMNT_NUM

AGRMNT_CLASS_CD N/A C_L_AGRMNT AGRMNT_CLASS_CD

AGRMNT_TP N/A C_L_AGRMNT AGRMNT_TYP

AGREEMENT_NAME N/A C_L_AGRMNT AGRMNT_NM

'CM' String Constant C_L_AGRMNT SRC_SYS

SYSTIMESTAMP() C_L_AGRMNT LAST_UPDATE_DATE

Inbound Mappings 25


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Map_Insurance_DIM_Landing_Party_DM

This mapping populates the MDM Party landing table with Party data from the insurance solution source

system.

Source Object Oracle Database Object C_B_PARTY


Data Filters PARTY_TP='Person' and HUB_STATE_IND=1

Operation Insert


Source Column

Name


ROWID_OBJECT LTRIM(RTRIM(ROWID _OBJECT))

C_L_PRTY_DIM SRC_PRTY_ID











PREFIX_NM N/A C_L_PRTY_DIM PRFX_NM

LAST_UPDATE_DATE N/A C_L_PRTY_DIM LAST_UPDATE_DATE

'CM' String Constant C_L_PRTY_DIM SRC_SYS



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Map_Insurance_DIM_Landing_Party_Role_Agreement

This mapping populates the MDM Party Role In Agreement landing table with Party Role In Agreement data

from the insurance solution source system.

Source Object Oracle Database Object C_B_PARTY_AGRMNT

Target Object C_L_PRTY_RLE_AGRMNT

Data Filters ROLE_TP='Policy Holder' or ROLE_TP='Beneficiary' or

ROLE_TP='Insured' or ROLE_TP='Insurer' andHUB_STATE_IND=1

Operation Insert


Source Column

Name


ROWID_OBJECT LTRIM(RTRIM(ROWID

_OBJECT))

C_L_PRTY_RLE_AGRMNT SRC_PRTY_AGRMNT

_ID

HIERARCHY_CODE N/A C_L_PRTY_RLE_AGRMNT HIERARCHY_CD

REL_TYPE_CODE N/A C_L_PRTY_RLE_AGRMNT REL_TYPE_CD

AGRMNT_FK N/A C_L_PRTY_RLE_AGRMNT AGRMNT_ID

PARTY_FK N/A C_L_PRTY_RLE_AGRMNT PRTY_ID

ROLE_TP N/A C_L_PRTY_RLE_AGRMNT RLE_TYP

SUB_ROLE_TP N/A C_L_PRTY_RLE_AGRMNT SB_RLE_TYP

SYSDATE C_L_PRTY_RLE_AGRMNT LAST_UPDATE_DATE

'CM' String Constant C_L_PRTY_RLE_AGRMNT SRC_SYS

Map_Insurance_DIM_Landing_Postal_Address

This mapping populates the MDM Postal Address and Party Postal Address landing tables with Postal

Address and Party Postal Address data from the insurance solution source system.

Source Object Oracle Database Object C_B_ADDR,C_B_PARTY_ADDR

Target Object C_L_PSTL_ADDR, C_L_PRTY_PSTL_ADDR

Data Filters N/A

Operation Insert

Inbound Mappings 27


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Source Table

Name

S ou rce C olu mn N ame Ex pr essi on /

Lookup

T arg et Tab le Name T arg et Co lu mn

Name

C_B_PARTY_ADDR ROWID_OBJECT LTRIM(RTRIM(ROWID_OBJEC

T))

C_L_PRTY_PSTL_ADDR SRC_PRTY_PSTL_ADDR_ID

C_B_PARTY_ADDR

PARTY_FK N/A C_L_PRTY_PSTL_ADDR

PRTY_ID

C_B_PARTY_A

DDR

ADDR_FK N/A C_L_PRTY_PSTL_AD

DR

ADDR_ID

C_B_PARTY_A

DDR

HIERARCHY_CODE N/A C_L_PRTY_PSTL_AD

DR

HIERARCHY_C

D

C_B_PARTY_ADDR

REL_TYPE_CODE N/A C_L_PRTY_PSTL_ADDR

REL_TYPE_CD

C_B_PARTY_A

DDR

ADDR_TP N/A C_L_PRTY_PSTL_AD

DR

ADDR_TYP

C_B_PARTY_A

DDR

LAST_UPDATE_DATE N/A C_L_PRTY_PSTL_AD

DR

LAST_UPDATE

_DATE

'CM' String

Constant

C_L_PRTY_PSTL_AD

DR

SRC_SYS

C_B_ADDR ROWID_OBJECT LTRIM(RTRIM(

ROWID_OBJECT))

C_L_PSTL_ADDR SRC_PSTL_AD

DR_ID

C_B_ADDR ADDR_LINE_1 N/A C_L_PSTL_ADDR ADDR_LINE_1




C_B_ADDR COUNTY N/A C_L_PSTL_ADDR COUNTY

C_B_ADDR CITY N/A C_L_PSTL_ADDR CITY

C_B_ADDR STATE N/A C_L_PSTL_ADDR STATE

C_B_ADDR COUNTRY_CD N/A C_L_PSTL_ADDR CNTRY_CD

C_B_ADDR POSTAL_CD N/A C_L_PSTL_ADDR PSTL_CD

C_B_ADDR POSTAL_EXT_CD N/A C_L_PSTL_ADDR PSTL_EXT_CD

C_B_ADDR LATITUDE N/A C_L_PSTL_ADDR LATTD

C_B_ADDR LONGITUDE N/A C_L_PSTL_ADDR LNGTD



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Source Table

Name


Lookup


Name

C_B_ADDR VALIDATION_MSG N/A C_L_PSTL_ADDR VLDTN_MSG

C_B_ADDR LAST_UPDATE_DATE N/A C_L_PSTL_ADDR LAST_UPDATE

_DATE

Map_PA_DIM_Landing_Agreement

This mapping populates the Agreement landing table with Agreement data from the Policy Admin source

system.

Source Object CSV File ‘PA_AGRMNT_DATA’

Target Object C_L_AGRMNT

Data Filters N/A

Operation Insert


Source ColumnName


AGRMNT_ID N/A C_L_AGRMNT SRC_AGRMNT_ID

AGRMNT_NUM N/A C_L_AGRMNT AGRMNT_NUM

AGRMNT_CLASS_CD N/A C_L_AGRMNT AGRMNT_CLASS_CD

AGRMNT_TP N/A C_L_AGRMNT AGRMNT_TP

AGREEMENT_NAME N/A C_L_AGRMNT AGREEMENT_NAME

'PA' String Constant C_L_AGRMNT SRC_SYS

SYSDATE C_L_AGRMNT LAST_UPDATE_DATE

Map_PA_DIM_Landing_Party_DM

This mapping populates the MDM Party landing table with Party data from the Policy Admin source system.

Source Object CSV FILE 'PA_PARTY_DATA'


Data Filters N/A

Operation Insert

Inbound Mappings 29


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Source Column

Name


PARTY_ID N/A C_L_PRTY_DIM SRC_PRTY_ID











PREFIX_NM N/A C_L_PRTY_DIM PRFX_NM

SYSDATE C_L_PRTY_DIM LAST_UPDATE_DATE

'PA' String Constant C_L_PRTY_DIM SRC_SYS

Map_PA_DIM_Landing_Party_Role_Agreement

This mapping populates the MDM Party Role In Agreement landing table with Party Role In Agreement data

from the Policy Admin source system.

Source Object CSV File 'PA_PARTY_AGRMNT_DATA'

Target Object C_L_PRTY_RLE_AGRMNT

Data Filters N/A

Operation Insert



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Source Column

Name


PRTY_AGRMNT_ID N/A C_L_PRTY_RLE_AGRMNT SRC_PRTY_AGRMNT _ID

HIERARCHY_CODE N/A C_L_PRTY_RLE_AGRMNT HIERARCHY_CD

REL_TYPE_CODE N/A C_L_PRTY_RLE_AGRMNT REL_TYPE_CD

AGRMNT_FK N/A C_L_PRTY_RLE_AGRMNT AGRMNT_ID

PARTY_FK N/A C_L_PRTY_RLE_AGRMNT PRTY_ID

ROLE_TP N/A C_L_PRTY_RLE_AGRMNT RLE_TYP

SUB_ROLE_TP N/A C_L_PRTY_RLE_AGRMNT SB_RLE_TYP

SYSDATE C_L_PRTY_RLE_AGRMNT LAST_UPDATE_DATE

'PA' String Constant C_L_PRTY_RLE_AGRMNT SRC_SYS

Map_PA_DIM_Landing_Postal_Address

This mapping populates the MDM Postal Address and Party Postal Address landing tables with Postal

Address and Party Postal Address data from the Policy Admin source system.

Source Object CSV File 'PA_ADDR_DATA'

Target Object C_L_PSTL_ADDR, C_L_PRTY_PSTL_ADDR

Data Filters N/A

Operation Insert


Source Table

Name


Lookup


Name

CSV File

'PA_ADDR_DA

TA'

ADDR_ID N/A C_L_PRTY_PSTL_AD

DR

SRC_ADDR_ID

CSV File

'PA_ADDR_DA

TA'

PTY_ID N/A C_L_PRTY_PSTL_AD

DR

SRC_PTY_ID

CSV File'PA_ADDR_DA

TA'

ADDR_LINE_1 N/A C_L_PRTY_PSTL_ADDR

ADDR_LINE_1

Inbound Mappings 31


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Source Table

Name


Lookup


Name

CSV File

'PA_ADDR_DATA'

ADDR_LINE_2 N/A C_L_PRTY_PSTL_AD

DR

ADDR_LINE_2

CSV File

'PA_ADDR_DA

TA'

ADDR_LINE_3 N/A C_L_PRTY_PSTL_AD

DR

ADDR_LINE_3

CSV File'PA_ADDR_DA

TA'

ADDR_LINE_4 N/A C_L_PRTY_PSTL_ADDR

ADDR_LINE_4

CSV File

'PA_ADDR_DATA'

ADDR_TYPE N/A C_L_PRTY_PSTL_AD

DR

ADDR_TYPE

CSV File'PA_ADDR_DA

TA'

COUNTY N/A C_L_PRTY_PSTL_ADDR

COUNTY

CSV File'PA_ADDR_DA

TA'

CITY N/A C_L_PSTL_ADDR CITY

CSV File

'PA_ADDR_DATA'

STATE N/A C_L_PSTL_ADDR STATE

CSV File

'PA_ADDR_DA

TA'

COUNTRY_CD N/A C_L_PSTL_ADDR CNTRY_CD

CSV File'PA_ADDR_DA

TA'

POSTAL_CD N/A C_L_PSTL_ADDR PSTL_CD

CSV File

'PA_ADDR_DATA'

POSTAL_EXT_CD N/A C_L_PSTL_ADDR PSTL_EXT_CD

SYSDATE C_L_PSTL_ADDR LAST_UPDATE

_DATE

'PA' String

Constant

C_L_PSTL_ADDR SRC_SYS

SYSDATE C_L_PRTY_PSTL_AD

DR

LAST_UPDATE

_DATE

'PA' String

Constant

C_L_PRTY_PSTL_AD

DR

SRC_SYS



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Map_TPA_Party_Party_DM_EMI

This mapping populates the MDM Party External Match table with Party External Match data from the Third

Party Administrator (TPA) system.

Source Object CSV File 'TPA_Party_Input'

mdm_Userguide_1_2767

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