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					                             Approach to
Presentation Title: A Multi-Metamodel
Metadata Repository Implementation




           9th Open Forum on Metadata Registries
      Harmonization of Terminology, Ontology and Metadata
            20th – 22nd March, 2006 , Kobe Japan.
           Day:       3       Slot No P24.
           Name: Baba Piprani and Ginette Levesque
           Hansma (OSFI)
           Organization: SICOM, Canada
                                                            1
                             Agenda

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




                9th Open Forum for Metadata Registry, Kobe, 2006
          Objectives of this presentation…


   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




                9th Open Forum for Metadata Registry, Kobe, 2006
        Office of the Superintendent of Financial
               Institutions (OSFI), Canada
   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




                        9th Open Forum for Metadata Registry, Kobe, 2006
    Baba Piprani – Consultant, SICOM, Canada

   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




                  9th Open Forum for Metadata Registry, Kobe, 2006
     Ginette Levesque Hansma, OSFI, Canada

   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



                  9th Open Forum for Metadata Registry, Kobe, 2006
    The ISO/IEC 11179 Metadata Registries standard
                 consists of 6 parts:

   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


                      9th Open Forum for Metadata Registry, Kobe, 2006
      Each Data element in ISO/IEC 11179 Metadata
                      Registries:


   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)


                     9th Open Forum for Metadata Registry, Kobe, 2006
     The ISO/IEC 19763 Framework for Metamodel
      Interoperability standard consists of 4 parts:

   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




                       9th Open Forum for Metadata Registry, Kobe, 2006
Common Warehouse Metamodel (CWM)




                                                          Courtesy OMG



       9th Open Forum for Metadata Registry, Kobe, 2006
                         CWM PACKAGES



   CWM’s 4 layers describe metamodel packages that address the
    complete lifecycle of data warehouse applications




                      9th Open Forum for Metadata Registry, Kobe, 2006
                  CWM Foundation Package



    Sub-package                                  Representing

Business Information      business information about model elements.
      package
 Data Types package       constructs that modelers can use to create the specific
                          data types they need.
 Expressions package      expression trees.


  Keys and Indexes        keys and indexes.
      package
Software Deployment       how software is deployed in a data warehouse.
      package
Type Mapping package      mapping of data types between different systems.


                                                                         Courtesy Doug Mann
                      9th Open Forum for Metadata Registry, Kobe, 2006
                        CWM Resource Package



      Sub-package                                       Representing

   Relational package         metadata of relational data resources.


    Record package            metadata of record data resources.


Multidimensional package      metadata of multidimensional data resources.


     XML package              metadata of XML data resources.



                                                                             Courtesy Doug Mann




                        9th Open Forum for Metadata Registry, Kobe, 2006
                         CWM Analysis Package



      Sub-package                                         Representing


Transformation package         metadata of data transformation tools.


     OLAP package              metadata of on-line analytical processing tools.


  Data Mining package          metadata of data mining tools.


Information Visualization      metadata of information visualization tools.
        package

 Business Nomenclature         metadata on business taxonomy and glossary.
        package
                                                                                  Courtesy Doug Mann


                            9th Open Forum for Metadata Registry, Kobe, 2006
                 CWM Management Package


   Sub-package                                      Representing


 Warehouse Process       metadata of warehouse processes.
     package



Warehouse Operation      metadata of results of warehouse operations.
     package




                                                                         Courtesy Doug Mann




                      9th Open Forum for Metadata Registry, Kobe, 2006
             Common Warehouse Metamodel (CWM)


   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




                          9th Open Forum for Metadata Registry, Kobe, 2006
OSFI’s Realization of                                                Topic: Multi-
                                                                     Metadata Models
Metadata Repository                                                  Framework
                                                                       Standards/Specification:
 (Standards based)                                                     ISO 19763
                                                                       OMG MOF

                             Topic: OSFI Metadata                 - Reference metamodels
                             Standards based implementation of:   - Reference Frameworks
                             - 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


                        9th Open Forum for Metadata Registry, Kobe, 2006
      OSFI Metadata Repository - Objectives
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




                      9th Open Forum for Metadata Registry, Kobe, 2006
      OSFI Metadata Repository - Objectives
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


                     9th Open Forum for Metadata Registry, Kobe, 2006
    OSFI Metadata Repository – Overview
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



                 9th Open Forum for Metadata Registry, Kobe, 2006
           OSFI Metadata Repository – Business Model
                                      Management




    Business                            Change and Asset
                                          Management
                                                                IM & Data
   Community                                                     Architect
                                         Repository
          Asset Discovery /                                  Standards / Impact Analysis
          Documentation /                    Metadata             Documentation /
          Usage Guidelines                   Standards      Change Management / Add new
                                                                    requirements




                                              Inventory
                                               Inventory
                                                Inventory
                                               Metadata
     Business Analysts                         Content
                                                                Developers

Asset Discovery / Impact Analysis /                         Data Definitions / ECL /
       Information re-use /                                    Impact Analyst /
  Document new requirements                                   Information re-use




                    9th Open Processes and Technologies
                 Enabling Forum for Metadata Registry, Kobe, 2006
                 Metadata Framework at OSFI


Management        Deployment                     Process                   Operation



              Function
                          Process &     Transform                                     Decision
Analysis                    Event       Import/            OLAP      Data Mining      Support
               Models
                           Models       Export                                          (BI)

                      Schemas                                           Data          Output
Data          Data                      ETL        Integrated DW
                                ERP                                     Mart       Product, Cube
Resources    Models    File             Mpping
                                        Models     Collector Model
                      Layouts                                          Models         Models

                         Unstructured
            Business                     Data Cleansing                  Access Indexes,
Foundation                 Holding                     Mappings
           Information                  Types Scrubbing                   Optimizations
                         Descriptors

                                           O S F I Metadata




                           9th Open Forum for Metadata Registry, Kobe, 2006
        OSFI Metadata Repository – Overview


                 DW          DataBase    Data
                        BI
                             Schemas    Models



                      Electronic Sources             OSFI STAFF




            IMPORT



MANAGES:
- Administration
- Validation
- Reconciliation                         METADATA
- Impact Analysis                       REPOSITORY
- Change Management


            REPORTING &
            PUBLISHING                                            QUERIES




                 9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
 OSFI Metadata Repository Technical Reference Model

Modelling                                                               ETL
                           DBs                 DW                                                  BI
  Tools                                                              Decision-
                        SQLServer              DM                                              ReportNet(**)
 Data &                                                              Stream (**)
                         Oracle (*)          SQLServer                                         Framework(**)
 Process                                                                DTS

  ERWin Models                                                                                Reports and
    CAFusion                                                                                     Cubes
     Models                                   DW Schema                                        Mappings,
                                               Objects                                       Transformation
                                                           ETL Mappings,                       & Schema
                           DB Schema
FUTURE                                                    Transformation &                      Objects
                            Objects
                                                          Schema Objects



  Emails                                                                           Results
                               Import/Export/Input Layer                                     Administration
                                                                                                Change




                                                                      Interface
 Documents      Metadata




                                                                        Layer
                                    Metadata                                                 Management
                                  RepositoryTool                                               Reporting
 Thesaurus
                                                                                                Queries
                                                                                  Requests
  Records
                                  EDMS                                   ERP
                                 Metadata                               Schema
                                                                        Objects
            Pre Model                             WorkFLow
            Metadata                              Metadata

      Manual                                                                   ERP
       Input                     EDMS            WORKFLOW                  FreeBalance
        (pre-                   LiveLink          LiveLink                  HRManager
     modeling)                                                             PeopleSoft(*)/
                                                                              SAP(*)


   (*) Anticipatory
   (**) Cognos Products
                                                           Legend
                                                           BI – Business Intelligence Software
                                                           DB – Data Base
                                                           DW – Data Warehouse
                                                           DM – Data Marts
                                                           EDMS – Electronic Document Management System
                                                           ERP – Enterprise Resource Package
                                                           ETL – Extract, Transform and Load
                                9th Open Forum for Metadata Registry, Kobe, 2006
           Model of the OSFI Metadata Repository Technical Reference Model
                             OSFI INFO HOLDINGS METADATA




THESAURI
                                                                                         WORKFLOW


       FILES


                                                                                        EMAILS

           RECORDS

                                                                                EDMS DOCS


               ERP DBSch                                             PROCESS MODEL

                                               REALIZED BY
                            DATABASE SCHEMA                  DATA MODEL


           Please note: Notation used in this presentation is OSFI standard modelling notation IDEF1X


                                  9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
OSFI Metadata Repository Technical Reference Model
                 Flow Contents
  Seq            Source          Target          Meta Info Flow            Data Model
                 Name            Name                Name                 Reference for
                                                                         Involved Object
                                                                          in Meta Flow
        1   Modelling Tools      Repository   ERWin Models             MF1
                                              CA Fusion Models
        2   Modelling Tools      DB           DB Object Declarations   MF2
        3   Modelling Tools      DW DM        DW DM Object             MF3
                                                 Declarations
        4   Modelling Tools      BI           BI Object Declarations   MF4
        5   DB                   Repository   DB Schema                MF5
                                                  Declarations
        6   DB                   DW DM        DB Schema                MF6
                                                  Declarations
        7   DB                   ETL          DB Mapping               MF7
                                                  Declarations
        8   DW DM                Repository   DW DM Schema             MF8
                                                 Declarations
        9   DW DM                BI           DW DM Schema             MF9
                                                 Objects
    10      DW DM                ETL          DW DM Schema             MF10
                                                 Mappings


                          9th Open Forum for Metadata Registry, Kobe, 2006
Seq   Source Name             Target Name              Meta Info Flow       Data Model
                                                       Name                 Reference for
                                                                            Involved
                                                                            Objects in
                                                                            Meta Flow

 11   ETL                     Repository               ETL Mappings &       MF11
                                                       Transformation

 12   ETL                     BI                       Schema Views         MF12
                                                       Mappings

 13   BI                      Repository               Report Formats,      MF13
                                                       Cubes, Schema
                                                       Objects

 14   Manual Input            Repository               Pre-Model Metadata   MF14

 15   EDMS                    Repository               EDMS Metadata        MF15

 16   WorkFlow                Repository               WorkFlow Metadata    MF16

 17   ERP                     Repository               ERP Schema           MF17
                                                       Declarations

 17   Admin Modules           Repository               Admin metadata       MF18

 19   Future (Emails,         Repository               Future metadata      MF19
      Documents, Thesaurus,
      Records)

 20   Future - SDLC           Repository               SDLC Tracking        MF20

                        9th Open Forum for Metadata Registry, Kobe, 2006
Contents of Meta Flow MF1 – ERWin Data Models,
            CA Fusion Process Models




            9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF2 – DB Object Declarations




            9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF3 – DW DM Object Declarations




             9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF4 – BI Object Declarations




             9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF5 – DB Schema Declarations




           9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF11 – ETL Mappings & Transformation




              9th Open Forum for Metadata Registry, Kobe, 2006
     OSFI Metadata Repository Technical Reference Model
                                                                                 MF 9




                                                           MF 4
                                        MF 3




   Modelling                                                                            ETL
                               DBs                       DW                                                            BI
     Tools                                                                           Decision-
                     MF 2   SQLServer           MF 6     DM              MF 10                             MF 12   ReportNet(**)
    Data &                                                                           Stream (**)
                             Oracle (*)                SQLServer                                                   Framework(**)
    Process                                                                             DTS

                                                        MF 7



 FUTURE
                  MF 1           MF 5                    MF 8                    MF 11                 MF 13
 Emails


 Documents                                                                                      MF 18
                                   Import/Export/Input Layer                                               Administration
                    MF 19
 Thesaurus
                                                                                                              Change




                                                                                   Interface
                                                                                     Layer
                                           Metadata                                                        Management
  Records
                                         RepositoryTool                                                      Reporting
__________          MF20                                                                                       Queries
   SDLC                                                                                        MF 18


                    MF 14               MF 15                  MF 16                MF 17




              Manual                                                                         ERP
               Input                 EDMS                 WORKFLOW                       FreeBalance
                (pre-               LiveLink               LiveLink                       HRManager
             modelling)                                                                  PeopleSoft(*)/
                                                                                            SAP(*)


          (*) Anticipatory                                             Legend
          (**) Cognos Products                                         BI – Business Intelligence Software
                                                                       DB – Data Base
                                                                       DW – Data Warehouse
                                                                       DM – Data Marts
                                                                       EDMS – Electronic Document Management System
                                                                       ERP – Enterprise Resource Package
                          9th Open Forum for Metadata Registry, Kobe, 2006
                                                                       ETL – Extract, Transform and Load
Contents of Meta Flow MF13 – Report Formats, Cubes and
                    Schema Objects




             9th Open Forum for Metadata Registry, Kobe, 2006
                          Risk Factors


   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




              9th Open Forum for Metadata Registry, Kobe, 2006
    Status and Next Steps at OSFI
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




          9th Open Forum for Metadata Registry, Kobe, 2006
    Summary of Metadata Repository Implementation at
                        OSFI

   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




                  9th Open Forum for Metadata Registry, Kobe, 2006
    Summary of Metadata Repository Implementation at
                        OSFI

   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…




                   9th Open Forum for Metadata Registry, Kobe, 2006

				
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