Introduction to Cambridge Semantics - Federal Big Data Working Group - April 15 th , 2014

1. Introduction to Cambridge Semantics - Federal Big Data Working Group - April 15th, 2014 Cambridge Semantics Contact: Marty Loughlin Vice President, Financial Services Cambridge Semantics 141 Tremont St., 6th Floor, Boston, MA www.cambridgesemantics.com marty@cambridgesemantics.com (o)  617.855.9565 (m) 508.667.8334

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

3. 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

4. Data Management Challenges 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 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

5. 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 TheCommon Model Essential “Deal” Semantics Lead Quote Order Contract P.O. Invoice

6. Semantic Technology and Common Models

7. Semantic Approach is becoming the New Industry Standard Industry Organizations Industry Analysts Gartner & Forrester Identify Semantics Among Top Technology Trends in 2013 Financial Institutions Select Financial Institutions with interest in Semantic technology Data Providers Select Financial Customer Analytics companies deploying Semantic technology “The next generation of Data Management Platform based on Semantics and Big Data Technologies do not suffer from legacy [technology]limitations” CEO, Bloomberg PolarLake Confidential

8. Anzo Architecture & Capabilities Applications • 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 Anzo Server Middleware Reasoning & Rules Workflow Semantic Services Anzo Connect Enterprise Directory Connect Anzo Unstructured Enterprise Data Fabric ……… • Two-way integration to existing systems • Anzo Unstructured pipeline allows easy plug-in of 3rd Party NLP and crawlers Data Marts & Warehouses EnterpriseApplications Directory (LDAP, AD) 3rd Party Databases & Applications External Sources

9. Semantic Server Deployment Models Integration Hub Transformer System of Record Smart Layer Data Mart/ Warehouse Data Mart Semantic Server Semantic Server Semantic Server Semantic Server Data Warehouse EnterpriseApplications Data Mart/ Warehouse Data Mart/ Warehouse EnterpriseApplications EnterpriseApplications

10. Smart Data Use Cases for Financial Services Smart Enterprise Data Management Smart Analytics & Applications Know Your Customer Forensic Investigation Compliance

11. The Data Integration Challenge Source Systems Target Systems S x T ETL Jobs Customer 360 Lead(SFA system) Enterprise Warehouse Quote(Quote system) Order(OMS system) Business Data Marts Contract(CMS system) Compliance and Regulatory Reporting Each Job Business Analyst Developers QA & Ops • Each ETL Project: • Manually coded • Requires source & target SMEs • Many hand-offs Define Mapping Requirements Code ETL Job Test & Deploy

12. The Common Model is “Data Glue” Source Systems Lead(SFA system) Common Model (“Data Glue”) • 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 Quote(Quote system) Order(OMS system) Contract(CMS system) 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.

13. Anzo Smart Data Integration Source Systems Target Systems S + T Maps Customer 360 Lead(SFA system) Enterprise Warehouse Quote(Quote system) Order(OMS system) Business Data Marts Contract(CMS system) Compliance and Regulatory Reporting Each Job • Each ETL Job: • Generated from map • Only source SME required • Hours, not months Business Analyst Anzo SDI Map Source to Conceptual Model Automatically Generate ETL

14. Anzo Smart Data Integration Solution • Business Analyst tool for capturing & managing source/target mappings • Supports multiple input/output formats Mapping App 3/7/2012 • Automatically generate ETL jobs from neutral semantic model • Supports Pentaho today, others to follow Modular ETL Compiler when Liability note Risk signals are … Products • Aligns data to industry standard business model and terms (FIBO) • Creates active meta-data from mapping – live data documentation about name Conceptual Models developing activity Company Legal Entity Artificial Person marketcap • Search, track and visualize provenance at data field level • Access data through business friendly models website where Also known as Legal Name Dashboards 930,000,000 Register Address acme.com IBM Big Blue

15. Anzo SDI Automatically Generates Complex ETL Jobs from Excel Mappings Business Analyst Captures Mappings in Augmented Excel Tool Automatically Generates Complex ETL Jobs

16. Insider Trading Surveillance Demo – Anzo on the Web: Customizable Analytics, Rules, Queries and Alerts Anzo for Microsoft Excel: Live Excel reports, interactive real-time data cleansing and on-boarding Anzo Enterprise (Data cache, Ontologies, Mapping, Rules) Anzo Unstructured (Text Monitoring) Anzo Connect (Live SQL Connectivity) End user data, Financial news, Email, Social media, Research reports CRM System Custom Data Trading System Insider Trading Solution • Cambridge Semantics 24