Preserving traceability and business rule context
In line with our establishment of a golden record, or single source of truth, it is important that an MDM strategy plays nicely with existing business rules, and changes to data are preserved throughout the organization. For example, the process of creating a bank account in a connected system from a Salesforce Financial Services Cloud instance would be done as a user acting on behalf of Salesforce – this provides some traceability as to what instigated that action. The rules in which records are created or updated in connected systems should still largely hold true (albeit some may need adjusting for the processes introduced by the MDM strategy).
The updating of an address for a customer in a bank may have previously been subject to an approval process in the source system. Moving up this approval process to the system of record (such as Salesforce Financial Services Cloud in our banking example) preserves the context of...