Informatica MDM Cloud SaaS Interview FAQ: How would you set up reference data mappings between multiple systems using Reference 360?

1. Understand Reference Data Requirements

Identify the reference data domains (e.g., product categories, region codes, or currency codes) that need to be synchronized across systems. Understand the differences in how these systems represent reference data.

Example: You have three systems:

• CRM System: Uses "US" for United States and "IN" for India.
• ERP System: Uses "USA" for United States and "IND" for India.
• Data Warehouse: Uses numeric codes, such as "001" for United States and "002" for India.

2. Create Reference Data Models in Reference 360

Log into Informatica Reference 360 and create a Reference Data Set for the chosen domain (e.g., country codes).

• Define a standardized code as the "Master Reference Code" (e.g., ISO-3166 standard).
• Add custom attributes if needed, like "Region" or "Continent."

Example: Create a reference data set named "Country Codes" with the following mappings:

3. Import Reference Data

Import existing reference data from the connected systems into Reference 360. Use CSV files, database connections, or APIs to ingest the data.

4. Define Crosswalk Mappings

Use the Crosswalk feature in Reference 360 to create mappings between different system codes and the master reference code.

• Link each system’s unique code to the standardized master reference code.
• Ensure that all discrepancies (e.g., missing codes or duplicates) are resolved during this process.

Example: For the country code "India," define the mappings:

• Master Code: IN
• CRM Code: IN
• ERP Code: IND
• DW Code: 002

5. Set Up System Integrations

Integrate Reference 360 with the systems using APIs or Informatica Cloud Data Integration (CDI). Configure real-time or batch synchronization to update mappings dynamically.

Example:

• Use Informatica CDI to push the standardized country codes from Reference 360 into the CRM, ERP, and Data Warehouse systems.
• Ensure updates in one system are reflected across all others.

6. Test and Validate

• Run validation to ensure all systems use the correct reference data.
• Test scenarios where new codes are added or existing codes are updated.

Example: If the CRM adds a new country, such as "Canada" with the code "CA," Reference 360 should automatically map it to the master code "CA" and synchronize it across ERP and the Data Warehouse.

7. Monitor and Maintain

Use Reference 360's monitoring tools to ensure data consistency. Update mappings as new systems or codes are introduced.

Real-Time Business Scenario:

Imagine a global retail company with a CRM for customer data, an ERP for financials, and a Data Warehouse for analytics. By using Reference 360, they standardize country codes and ensure accurate reporting across systems. For example:

• The CRM system reflects "United States" as "US."
• The ERP system records it as "USA."
• The Data Warehouse stores "001."

Reference 360 maps and synchronizes these discrepancies, providing unified and consistent reference data, crucial for business operations like financial consolidation and global reporting.

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