©2014 Cambridge Semantics Inc. All rights reserved. Company Confidential. Introduction to Cambridge Semantics - Federal Big Data Working Group - April

©2014 Cambridge Semantics Inc. All rights reserved. Company Confidential.

Introduction to Cambridge Semantics

- Federal Big Data Working Group -

April 15th, 2014

Cambridge Semantics Contact:Marty LoughlinVice President, Financial ServicesCambridge Semantics141 Tremont St., 6th Floor, Boston, [email protected](o) 617.855.9565(m) 508.667.8334

http://www.cambridgesemantics.com/

mailto:[email protected]

©2014 Cambridge Semantics Inc. All rights reserved. Company Confidential. Page 2.

Introduction to Cambridge Semantics (CSI)

Anzo, a software suite driven by Semantic Web standards to execute Smart Data Solutions for diverse data from varied sources

Company: Founded by senior members of IBM’s Advanced Internet Technology Group

Software: Market leading Anzo software suite is built on open Semantic Web standards Currently 3rd generation of the product in production use

Business Intelligence / Analytics Solutions


Select Financial Services Industry Trends

• Governance, Risk and Compliance • New regulations• Auditability & Transparency• Risk Management Controls

• Customer 360• Know Your Customer• Next Best Action• Multi-channel Experience


Data Management Challenges

Lack of Agility• Slow and expensive to onboard new customers and data feeds• Challenging to create new products and monetize corporate data assets• Difficult to meet customers demands–self-service, mobile experience

A new approach is required

Data Complexity• Increasing volume, variety and complexity of data difficult to manage with existing technology• Existing business processes, systems and IT resources are overwhelmed• Challenging to integrate data across legacy systems


Anzo Smart EDM:Getting at the “Essence” of Data, to Glue it Together

• Different business entities in physical systems actually share many of the same concepts, meanings, and relationships

• Semantic data science exposes common business concepts and connects them with their physical expression in production systems

• That way, data is “glued” together by its underlying business meaning

Lead Quote Order Contract P.O. Invoice

TheCommon

Model

Essential“Deal”

Semantics


Semantic Technology and Common Models


Semantic Approach is becoming the New Industry Standard

“The next generation of Data Management Platform based on Semantics and Big Data Technologies do not suffer from legacy [technology]limitations” CEO, Bloomberg PolarLake

Select Financial Institutions with interest in

Semantic technology

Industry Organizations

Financial Institutions

Data Providers

Select Financial Customer Analytics companies deploying Semantic

technology

Confidential

Industry Analysts

Gartner & Forrester Identify Semantics Among Top Technology Trends in 2013

Appl

icati

ons

Mid

dlew

are

Ente

rpris

eD

ata

Fabr

ic

Anzo Server

Reasoning& Rules Workflow Semantic

Services

Anzo Connect

Enterprise Directory Connect

Anzo Unstructured

Data Marts & Warehouses

EnterpriseApplications

Directory(LDAP, AD)

………

3rd Party Databases & Applications

Anzo Architecture & Capabilities

Exte

rnal

So

urce

s• User self-serve• Interactive• Conceptual model• Search, filter, BI

analytics, forms, alerts,…

• Metadata travels with the data

• Cache or virtualize the data based on W3C semantic standards

• Based on real-time event based architecture

• Two-way integration to existing systems

• Anzo Unstructured pipeline allows easy plug-in of 3rd Party NLP and crawlers


Integration Hub

Data Mart/Warehouse


Semantic Server

Semantic Server Deployment Models

System of Record

Semantic Server

Smart Layer

Data Warehouse


Sem

antic

Ser

ver

DataMart

Transformer

Data Mart/Warehouse


Semantic Server

Data Mart/Warehouse


Smart Data Use Cases for Financial Services

Smart Analytics & Applications

Know Your Customer

ForensicInvestigation

Compliance

Smart Enterprise Data Management


The Data Integration Challenge

Customer 360

EnterpriseWarehouse

BusinessData Marts

Compliance andRegulatory Reporting

Source Systems

Lead(SFA system)

Quote(Quote system)

Order(OMS system)

Contract(CMS system)

Target SystemsS x T ETL Jobs

Each Job

DefineMapping

RequirementsCode ETL Job Test & Deploy

Business Analyst Developers QA & OpsEach ETL Project:• Manually coded• Requires source &

target SMEs• Many hand-offs


The Common Model is “Data Glue”

Lead(SFA system)

Quote(Quote system)

Order(OMS system)


Common Model(“Data Glue”)

Source Systems

• Many common concepts across disparate systems

• Semantic data science connects these common concepts

• Data is “glued” together by its underlying business meaning

• Potential to use industry standard models, e.g., FIBO

The conceptual model can be directly used by both business and IT users to operationalize data services, understand the data landscape, track data lineage, and conduct downstream

analytics.


Anzo Smart Data Integration

Compliance andRegulatory Reporting

Each ETL Job:• Generated from map• Only source SME

required• Hours, not months

Customer 360

EnterpriseWarehouse

BusinessData Marts

Source Systems

Lead(SFA system)

Quote(Quote system)

Order(OMS system)


Target Systems

Each Job

Map Source toConceptual

Model

Business Analyst

S + T Maps

Automatically Generate

ETL

Anzo SDI


Anzo Smart Data Integration Solution

• Business Analyst tool for capturing & managing source/target mappings

• Supports multiple input/output formats

• Aligns data to industry standard business model and terms (FIBO)

• Creates active meta-data from mapping – live data documentation

• Search, track and visualize provenance at data field level

• Access data through business friendly modelsDashboards

MappingApp

ConceptualModels

Company

Products

930,000,000

name

marketcap

acme.com

website

Legal Entity

Register Addres s

where

activity

Artificial Person

developing

IBM

Legal Name

Big Blue

Also knownas

Liabil ity

about

3/7/2012

Risk signals are …

when

note

ModularETL

Compiler

• Automatically generate ETL jobs from neutral semantic model

• Supports Pentaho today, others to follow


Anzo SDI Automatically Generates Complex ETL Jobs from Excel Mappings

Business Analyst Captures Mappings in Augmented Excel

Tool

Automatically Generates Complex

ETL Jobs


Insider Trading Surveillance Demo

Anzo Enterprise(Data cache, Ontologies, Mapping,

Rules)

Anzo Connect(Live SQL

Connectivity)

Anzo on the Web: Customizable Analytics, Rules, Queries and Alerts

TradingSystem

Anzo Unstructured(Text Monitoring) End user data,

Financial news, Email, Social media, Research reports

CRMSystem

Anzo for Microsoft Excel: Live Excel reports, interactive real-time data cleansing and on-boarding

24Insider Trading Solution • Cambridge Semantics

CustomData

Documents

©2014 Cambridge Semantics Inc. All rights reserved. Company Confidential. Introduction to Cambridge Semantics - Federal Big Data Working Group - April