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Agentic MDM for FSI Brickbuilder Accelerator

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Overview

Our Agentic Master Data Management (MDM) Accelerator for Financial Services, powered by the Databricks Data Intelligence Platform, helps FSIs transform fragmented, manual entities in their data and isolated operational and master datasets into automated, governed ingestion pipelines in Databricks. These pipelines unify isolated datasets into a single view in Databricks using native workflows and the lakehouse paradigm for a unified data foundation. We leverage Agent Bricks, Mosaic AI, and other AI services on Databricks to perform adaptive entity matching, customer entity resolution, automated reconciliation, and dynamic schema alignment across complex financial datasets. The accelerator integrates data from internal systems, vendor feeds (including but not limited to FactSet, Bloomberg, and Morningstar), and unstructured sources into a single source of truth. Built on Unity Catalog, it provides isolated and fine-grained access control to support personas such as Compliance Officers and Field Engineers in identifying bottlenecks in their master data and customer financial information for more actionable and prescriptive insights.

Key Offerings

Intelligent Entity Data Reconciliation

Automatically ingest, standardize, and reconcile entity data from disparate sources including internal systems, vendor feeds, regulatory filings, and unstructured documents using agentic AI processes that adapt to changing schemas and data formats.

AI-Driven Data Quality Assurance

Leverage advanced analytics and Gen AI to perform real-time data validation, duplicate detection, entity matching, and quality scoring across all business entities with continuous learning and improvement capabilities.

Automated Regulatory Compliance

Enable robust compliance monitoring and reporting with automated lineage tracking, audit trails, and governance controls that support regulatory requirements including Basel III, Dodd-Frank, MiFID II, GDPR, and other FSI regulations.

Real-Time Entity Relationship Mapping

Provide comprehensive visibility into complex entity relationships, ownership structures, and counterparty exposures in real-time for informed risk management and investment decisions.

Proactive Data Governance and Alerting

Receive automated notifications on data quality issues, schema changes, regulatory updates, and entity relationship modifications to ensure continuous data integrity and compliance adherence.

Scalable and Secure Architecture

Built on the Databricks Lakehouse with Unity Catalog for enterprise-grade governance, compliance, and scalability across multi-cloud environments with fine-grained access controls and comprehensive audit capabilities.

Deliverables

Pre-built Data Pipelines

Simplify data operations with automated ingestion connectors for major financial data vendors like Bloomberg, FactSet, and Morningstar, combined with advanced entity matching and deduplication algorithms optimized for financial services. Accelerate compliance with pre-configured regulatory reporting templates tailored to meet common FSI requirements.

AI-Powered Data Management Components

Enhance data reliability with agentic data quality agents featuring continuous learning capabilities, automated schema evolution frameworks, and intelligent tools for entity relationship discovery and mapping.

Governance and Compliance Framework

Ensure robust governance through Unity Catalog implementation with FSI-specific security policies, automated audit trail generation, and compliance dashboards, complemented by data lineage visualization and impact analysis for complete transparency.

Integration Accelerators

Accelerate connectivity with pre-built connectors for core FSI systems including FactSet, Bloomberg, Morningstar, and Black Diamond, along with API frameworks for downstream integration, real-time data synchronization, and intelligent notifications.

Differentiator

1. FSI-Focused Design: Purpose-built for financial services institutions to accelerate Databricks Lakehouse adoption with deep understanding of entity data complexity, regulatory requirements, and operational challenges specific to banking, asset management, and insurance sectors.
2. Proven Agentic AI Implementation: Successfully deployed intelligent agents that autonomously manage data quality, schema evolution, and compliance monitoring, reducing manual intervention by up to 90% while improving data accuracy and consistency.
3. Enterprise-Grade Governance: Medallion architecture ensures data quality and compliance from ingestion to consumption, with comprehensive lineage tracking, automated audit trails, and fine-grained access controls that meet the most stringent regulatory requirements.
4. Scalable Cross-Entity Integration: Successfully handles complex entity relationships across thousands of funds, securities, counterparties, and clients with real-time processing capabilities that scale with institutional growth and transaction volumes.
5. Certified Financial Services Expertise: 50+ Databricks-certified specialists with deep FSI domain knowledge deliver secure, compliant, high-performance implementations that reduce risk and accelerate time-to-value for critical business processes.