Master Data Management Pimcore Implementation
- Defined the data model
- Define the data import strategy
- Define data validations and governance
- Roles and permissions for different users
We first defined it in the data model in Pimcore. Each mortgage broker had a name, company name, a short description about their mortgage practice, a checklist which confirmed their specialist areas such as first time buyer mortgages, buy to let mortgages or if they were commercial finance brokers. We then set their location, the qualifications they had acquired, their FCA registration number, and the regulations that they followed. We also collected their email address and their phone number. We also set a number of data validations to ensure that new mortgage brokers followed certain guidelines.
We then wrote a php script which exported the existing data from the old website into a CSV file. The Pimcore data importer allowed us to adjust the existing fields in the CSV file to the Pimcore Data Objects which had been configured without writing any code.
From a data governance perspective we used Pimcore’s roles and permissions feature to ensure that only certain staff members within My Local Mortgage had access to the relevant data.