MASTER DATA MANAGEMENT

MDMAi

An enterprise agentic AI platform that moves master data management from batch profiling and ticket-based stewardship to continuous, autonomous data mastering profiling, standardizing, matching, merging and publishing member, patient and provider records at enterprise scale, with data stewards authorizing every consequential decision.

Discover · Convert · Validate

T H E PROBLEM

A duplicate list is a backlog
A Golden Record is an asset

Every enterprise runs customer data in a dozen systems CRM, ERP, billing, claims, portal, contact center and marketing. Each creates its own version of the same person. Traditional MDM profiles that data in monthly batches, matches it with static rules, and routes every ambiguous case to a human ticket queue. The rules find duplicates faster than stewards can clear them, and the Golden Record decays between runs

92%

Completeness against a
≥95% enterprise target

3%

Duplicate rate against a <1% target

94%

Consistency against a ≥97% target

50–80%

Stewardship effort that is
manual triage

W H Y TRADITIONAL MDM STALLS

01

Rules without learning

Match, merge and survivorship rules are configured once and decay. They cannot absorb a new source system, a new naming convention or a steward’s correction. Every improvement becomes a change request routed to developers.

02

Batch by design

Profiling runs monthly and matching runs nightly. Between runs, CRM, analytics and AI platforms consume a record that is already stale  and every downstream decision inherits
that staleness

03

Queue-bound stewardship

Ambiguous matches become tickets. Ticket volume scales with data volume; stewards do not. The highest risk records wait in the same queue as routine formatting corrections.

T H E OPERATING MODEL

Three layers that turn source records into trusted records

MDM AI is built on three integrated, independently scalable layers over a canonical customer data model and a source system cross-reference (XREF). Together they form a closed loop that moves from raw ingestion to Golden Record to downstream consumption continuously  with steward oversight wrapped around every consequential decision.

01

Data Quality & Profiling

WHAT IS IN THE DATA?

Profiles every source on arrival, validates against business rules, and standardizes names, addresses, phones and emails before identity resolution ever runs.

Metadata & structural profiling

Name, address, phone, email standardization

Content & relationship profiling

PII tagging & validity checks

02

Agentic AI

WHAT IS TRUE ?

Resolves identity across systems, decides which records merge, selects the surviving value for every attribute, and adapts continuously from steward decisions.

10 purpose-built MDM agents

Attribute-level survivorship intelligence

Deterministic, probabilistic & graph matching

Human-in-the-loop escalation engine

03

Publishing & Stewardship

HOW DOES IT GET USED?

Publishes Golden Records to every consuming system through policy driven APIs and events, then monitors delivery, self-heals failures and routes exceptions to stewards

REST, GraphQL, Kafka, CDC publishing

Steward workspace & work queue

CRM, ERP, CDP, data lake, AI/ML

Attribute-level lineage & audit

The Agent Inventory

Ten agents Each with a trigger, a memory, and an escalation rule.

MDM AI is a multi-agent system. Agents run in parallel through the orchestration framework and share state via the canonical customer model and the XREF. No agent has unilateral authority to merge above the materiality threshold, to override a verified identifier, or to publish restricted attributes  that boundary is enforced in the architecture.

A01

Profiling Agent

Continuously profiles metadata, structure, content and relationships across every source; emits a live data quality scorecard.

A02

Rule Validation Agent

Validates records against business rules and scores completeness, accuracy, validity, consistency and timeliness.

A03

Standardization Agent

Normalizes names, addresses, phones and emails to reference standards at ingest correcting before matching, not after.

A04

Data Matching Agent

Runs deterministic, probabilistic, ML-similarity and graph resolution; emits a calibrated confidence score per candidate pair.

A05

Merge Decision Agent

Determines whether matched candidates consolidate; auto merges high confidence and routes the 85–94 band to a steward.

A06

Survivorship Agent

Selects the winning value per attribute from source trust, freshness, verification status and prior steward decisions.

A07

Conflict & Anomaly Agent

Reconciles contradictory attributes with cited evidence and detects distribution drift before it reaches the Golden Record.

A08

Lineage & Audit Agent

Records attribute-level provenance, agent reasoning and approvals into an append-only, hash-chained audit trail.

A09

Steward Workflow Agent

Classifies issues, determines root cause, assigns work, monitors SLAs and escalates overdue or high-risk items automatically.

A10

Publishing Agent

Distributes Golden Records under policy and attribute-level security; retries, queues and self-heals on consumer failure.

ENTERPRISE USE CASES

Six workflows, one closed loop from source record to Customer 360.

Each use case follows the same loop: new data arrives, the right agents reason and act, and a steward authorizes anything consequential. Every decision is reversible and carries its own lineage. The impact figures below reflect the platform’s target outcomes.

1
Identity resolution across systems
Deterministic matching on verified identifiers first, then probabilistic and graph resolution across channels, devices and relationships with every source ID mapped to a Golden Customer ID in the XREF.
TARGET Duplicate rate toward < 1%
2
Continuous data quality & remediation
Agents profile every source on arrival, detect quality breaks, and auto remediate high-confidence issues; exceptions route to a steward with a recommended fix and a cited root cause.
TARGET > 85% auto-remediation · < 4 hr MTTR
3
Standardization & deduplication
Names, addresses, phones and emails normalized to reference standards at ingest, so matching operates on clean, comparable values rather than raw source noise.
TARGET Email > 99% · address > 97% valid
4
Attribute-level survivorship
Each golden attribute wins on source trust, freshness and verification status not a fixed CRM > ERP priority with explainable reasoning retained for every choice.
TARGET Golden Record confidence > 95%
5
Steward workflow & exceptions
Issues are classified, root-caused, prioritized and routed with SLA tracking; every steward decision becomes a labeled training pair that recalibrates match thresholds.
TARGET 50–80% less manual effort
6
Golden Record publishing
Policy-driven, attribute-secure distribution to CRM, ERP, CDP, contact center, data lake and AI platforms via REST, GraphQL, event streaming and CDC.
OUTPUT · OPTIMIZED JOBS

V A L U E REALIZATION

Baselines, 12-month and 24-month targets.

Baselines are drawn from the profiling reference model 12 and 24 month figures are platform targets tracked on a live data quality dashboard  the basis for governance reporting and trust scoring on every published record

D A TA QUALITY OUTCOMES

Metric Baseline 12-MO 24-MO
Completeness 92% 96% > 98%
Uniqueness (duplicate rate) 97% (3%) 98.5% > 99% (< 1%)
Validity 98% 98.8% > 99%
Accuracy 96% 97.5% > 98%
Consistency 94% 96% > 97%
Golden Record confidence Not Measured 90% > 95%

O P ERATIONAL PERFORMANCE

Metric Baseline 12-MO 24-MO
Auto-remediation success Manual 70% > 85%
Steward review rate All exceptions 12% < 5%
Mean time to resolve DQ issues Days < 24 hr < 4 hr
Source-to-Golden latency 24 hrs 2 hrs Near real-time

I M P L EMENTATION

Twelve stages across four phases

Capability is built progressively data foundation and governance first, mastering agents second, enterprise scale operations third, and continuous optimization throughout each phase gated by validation before the next begins.

PHASE 1
Months 1–3
Stages 01–03
Foundation
Source inventory, baseline data profiling, canonical customer model and source cross-reference design.
PHASE 2
Months 4–6
Stages 04–06
Build
Standardization agents, match and survivorship design, responsible-AI review and steward workflow configuration.
PHASE 3
Months 7–9
Stages 07–09
Deploy
Identity resolution at scale, Golden Record construction and the steward workspace go live.
PHASE 4
Month 10+
Stages 10–12
Operate & Optimize
Policy-driven publishing, continuous quality monitoring, and a closed-loop learning cycle tied to steward decisions.

FAQ

Pre-Built Clinical Risk Taxonomies

FDA SaMD risk tiers, EU AI Act Annex III, and clinical domain classification — out of the box on day one. Horizontal tools require weeks of custom configuration.

Regulatory Mapping Kept Current

Auto-mapping to FDA, ONC, CMS, CHAI, NIST, and ISO maintained as regulations evolve. No manual update cycle, no compliance drift.

 
Healthcare-Specific Fairness Benchmarks

Calibrated to known clinical disparities: pulse oximetry bias, pain assessment inequity, maternal mortality gaps. No generic fairness proxies.

 
Compliance Artifact Generation

FDA post-market reports, Joint Commission evidence packages, and ISO 42001 audit-ready documentation  generated automatically from governance activities.

 
FHIR-Aligned Data Lineage

Tracks PHI provenance through AI pipelines using healthcare interoperability standards — the only governance platform built natively on healthcare data infrastructure.