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CDAM Use Case Definition and Onboarding
Hold a workshop with the Customer's key business and technical stakeholders to capture relevant information for the use case the Customer has identified for Cloud Data Access Management (CDAM) implementation from the perspective of the following personas (also described as user roles):
(i) Data Consumer : capture the business objectives of the use case, justification on why accessing the data is fulfilling a business outcome, and how and where the data is being consumed, etc.
(ii) Data Guardian: capture the privacy risk of the use case, what information can be accessed, who can access the data and in what context
(iii) Data Owner: capture information on the underlying data source(s), such as who owns the data, how frequently it is updated, how it is updated, what information it contains, etc.
Based on the information gathered for the use case, confirm up to two (2) tables comprised of up to two (2) source and up to two (2) target connections for implementation.
Capture high level namse and sample descriptions of additional use cases.
The typical workshop schedule is as follows:
• Workshop: 1 meeting (2 hrs.) – limited up to 15 people
• This catalog item requires Customer to engage Informatica to provide the full CDAM solution from initial design through proof of first value
• Customer has identified one (1) use case that requires application of data privacy controls
• Customer has identified up to two (2) structured tables for inclusion in the use case
• Cloud Data Governance and Catalog (CDGC) is configured and available to enable CDAM consumption
• Data classification and relevant attributes are configured in CDGC for the related data sources for the Customer's identified use case
• If applicable, Cloud Data Marketplace (CDMP) is configured and available to enable CDAM OnRead consumption. Additionally, CDMP metadata is configured for terms of use, delivery targets, approval workflows and usage contexts.
• Customer to ensure access and connectivity to data sources relevant to the identified use case to Intelligent Data Management Cloud environment's Secure Agent is in place (more specifically CDAM data proxy )
• Customer apprised of software/cloud service capabilities and functionality to address specific business challenges
• Customer to provide list of its key business and technical stakeholders and make them available to participate in the workshop and to provide review and feedback
• Customer's identified data privacy use case reviewed and confirmed
• One (1) one-hour workshop held to deep dive into one (1) critical business use case for CDAM implementation and gather key information for each persona/user role based upon the identified use case
• Up to two (2) source and up to two (2) target connections for accessing and consuming data confirmed for the use case description and design
• Data collection and linked assets defined
• Delivery target defined
• The applicable CDAM consumption pattern for the use case between OnLoad, OnRead, or Pushdown confirmed with Customer
• Additional use cases captured (at a high level)
• Privacy risk for the selected use case assessed
• Customer Use Case Data Privacy Datasheet
PSU Catalog
2
Cloud Data Access Management
Professional Services Units
Plan
Application Modernization
Regulatory Compliance & ESG
PSU-CDAM-002
1-25 units
August 2025
CDAM MVP
Additional Information
Professional Services Units can be converted into Training Units upon written request submitted to the Customer’s assigned Informatica Delivery Manager. The conversion ratio is one (1) Professional Services Unit to ten (10) Training Units. The converted Training Units can be used for any training currently offered in the Informatica University catalog other than training subscriptions. View available learning paths or log in to browse the full Informatica University catalog at https://now.informatica.com/All-Training-Paths.html. Educational Services are governed by the description and terms at https://now.informatica.com/Informatica-University-Terms.html.