> tpl_aim_011
Master and Reference Data Management Plan
Enterprise master data management (MDM) and reference data governance plan establishing golden record deduplication, survivorship rules, deterministic and probabilistic entity resolution, and canonical code harmonization.
Master data governance charter defining entity resolution algorithms, survivorship heuristics, reference code taxonomies, and golden record distribution pipelines across enterprise systems.
Important Tech Document Template & Operational Notice
TinyCTO.tv Tech Document Template Notice: This template is a general educational and operational starting point. It is not legal, tax, accounting, investment, procurement, regulatory, security or certification advice. Requirements vary by jurisdiction, organization, contract and risk. Review and adapt it with qualified professionals before relying on it.
Problem Solved
Siloed applications create fragmented duplicate customer, vendor, and product records with conflicting information, making unified financial accounting, customer support, and compliance reporting impossible.
When to Use
- •Consolidating fractured customer or vendor databases following corporate mergers or platform migrations
- •Implementing a single source of truth (Customer 360, Product 360) across enterprise CRM, ERP, and billing
- •Harmonizing enterprise reference codes (country codes, currency codes, industry classifications)
When NOT to Use
- •For short-lived streaming telemetry data or transient IoT sensor readings
- •For purely analytical clickstream and event-log storage (use TPL-AIM-005)
5 Template Sections & Structural Outline
Defining core entities: Party (Customer, Contact, Employee), Product, Supplier, and Financial Account.
Deterministic matching (exact tax ID, email) vs probabilistic matching (Jaro-Winkler, Levenshtein distance).
Field-level conflict resolution (most recent, most frequent, highest authority source system).
Management of static lookup tables (ISO-3166 countries, currency codes, status state machines).
Publishing golden record events via Kafka/webhooks back to subscribing operational systems.
Completion Instructions
Independent Review Checklist
- All mandatory sections completed
- No secrets or passwords included
- Executive sponsor sign-off obtained
Master and Reference Data Management Plan - Worked Case Study
Fictional Entity: Global Logistics Corp Master Data & Customer 360 Program
Real-world production case study demonstrating complete operational adoption for Global Logistics Corp Master Data & Customer 360 Program.
- •Consolidated 1.4 million duplicate customer records into 620,000 verified golden profiles
- •Configured deterministic matching rules that automated 84% of record merges without human intervention
- •Eliminated billing address delivery failures, recovering $1.8M in delayed receivables annually
Frequently Asked Questions
What is the Fellegi-Sunter method of entity resolution?
The Fellegi-Sunter method is the foundational mathematical model for probabilistic record linkage. It assigns likelihood weights to agreeing and disagreeing fields (e.g. slight typographical variations in customer names or addresses) to classify pairs as matches, non-matches, or potential matches requiring human review.
How does survivorship logic work when building a golden record?
Survivorship rules determine which source system wins when attributes conflict. For example, a customer name might survive from the KYC system, the billing address from the ERP, and the telephone number from the mobile app (most recent update).
What is the difference between master data and reference data?
Master data represents core business entities that participate in transactions (customers, products, vendors). Reference data represents allowable values and categorizations used to classify other data (country codes, currency symbols, order status codes).
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Authoritative Sources
- DAMA International Guide to Data Management Body of Knowledge (DMBOK2)DAMA International • OFFICIAL REQUIREMENT
- ISO 8000 Data Quality StandardsInternational Organization for Standardization • OFFICIAL REQUIREMENT