Metadata Management and Lineage using Global IDs

An international professional services company that provides industry-leading audit, consulting, tax, and advisory services needed to develop a platform to enable business users to extract business value from the firm’s data assets while mitigating risk, increasing efficiency and reducing costs.

Client Challenges and Requirements

• Empower business users to more easily explore and accelerate insights to extract value from the firm’s data assets
• Provide context and curation to enable data stewards, analysts, engineers and data scientists to know how data should be used
• Mitigate risk by locating and classifying sensitive data and implementing procedures linked to broader compliance and data governance
• Increase efficiency and reduce costs by automating data discovery

Bitwise Solution

• Bitwise Data Governance team along with partners at Global IDs designed a scalable, extensible and non-intrusive architecture solution using the Global IDs Metadata Management tool for data discovery, data profiling, data classification, data catalog and privacy structure. Solution included:
• Development of data scanning questionnaire for collecting all profiling-related pieces of information and preparing data dictionary on the information
• Implementation of data curation
• Establishment of business taxonomy, developed terms and semantic hierarchy
• Categorized information for sensitive and compliance levels with tagging structure
• Implementation of data mapping
• Security implementation for role and workflow permissions
• Program management for smooth implementation

Tools & Technologies We Used

Key Results

Time saving with business and technical data taxonomy along with data catalog and lineage at enterprise level

Mitigate risk by identifying where sensitive information is utilized across the enterprise

Maintain client and employee trust by protecting their data

Ability to paint a holistic view of interactions with individual clients