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Shared Data Model and Notation

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What is SDMN?

The Shared Data Model and Notation™ (SDMN™) is an international standard modeling language and graphical notation whose primary goal is to provide a set of structural data elements that are common to other Object Management Group® (OMG®) specifications.

An SDMN model is a collection of shared logical data models (Data Items and Item Definitions) to be referenced by other BPM-Plus (BPM+) modeler data elements. The BPM+ acronym was created to reduce the burden of referring to all three specifications, BPMN™ (Business Process Model and Notation™), DMN™ (Decision Model and Notation™), and CMMN™ (Case Management Model and Notation™), all OMG visual modeling standards that can each be used independently yet were designed to be complementary. SDMN has been called the “fourth pillar” of BPM+.

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The SDMN standard is published and supported by OMG®, an international, open membership, not-for-profit technology standards consortium ensuring optimal interoperability and compliance across models and compliant vendors.

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According to the SDMN specification, “experience has shown that synchronizing the changes to data elements across multiple models, multiple times, is a burdensome maintenance requirement.” Thus, the greatest advantage of using the SDMN standard is that it can eliminate the expensive and error-prone manual synchronization burden of working with multiple BPM+ models that do not share a common definition of data elements.

SDMN was created to allow business and IT users to:

  • Create graphical shared logical data models
  • Standardize and synchronize organizational data models
  • Define data types, structures, and relationships
  • Store models in a single place and use them across multiple BPM+ models
  • Collaborate on data models and add grouping and textual annotations
  • Ensure governance and versioning of data models

SDMN models can be used by BPMN, DMN and CMMN to describe the structural data elements in a model. Note that when the alternate Input Data shape for DMN is used, all models have the same shape for data items. Here are the data elements SDMN Models can define:

BPMN
  • Data Object
  • Data Object Reference
  • Data Input
  • Data Output
  • Data Store
  • Data Store Reference
CMMN
  • Case File Item
DMN
  • Data Input
  • Decision Output

Who Uses SDMN?

SDMN is a non-proprietary and neutral language. It is valuable and lends itself to solutions in every type of organization that uses BPM+ modelers because it allows for a “single version of the truth” cataloged and managed in a single place. This eliminates the costly and error-prone task of maintaining common data definitions in every single BPM+ model an organization may have. SDMN models can be created at many different levels of abstraction to meet varying organizational needs. SDMN models can be created by non-IT personnel such as subject matter experts and power users as well as IT personnel. Only a few tool vendors’ modeling software fully supports the SDMN standard.

Why SDMN is Valuable Across Industries:

  • Interoperability: Standardizing data structures ensures different systems can work together seamlessly
  • Efficiency: Reduces the time and cost of data integration
  • Accuracy: Minimizes errors by providing a consistent framework for data interpretation
  • Scalability: Simplifies the process of adding new systems, applications, or stakeholders
  • Compliance: Helps meet industry and regulatory standards for data handling and reporting
SDMN in Financial Services

SDMN in Financial Services

In addition to an ever-increasing demand for mobile and online banking services, the financial services industry encompasses a broad range of sectors, including banking, insurance, mortgage loans, investment management, and payment systems.

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Shared Data Model and Notation (SDMN) plays a crucial role in this sector by facilitating interoperability, improving efficiency, and ensuring regulatory compliance.

Why SDMN is Essential in Financial Services:

  • Interoperability Across Systems: Financial institutions use various systems for core banking, trading, risk management, customer relationship management (CRM), and regulatory reporting. SDMN standardizes data exchange, ensuring these systems can communicate effectively. Use Case: SWIFT messaging for cross-border payments uses standardized formats to connect banks worldwide.
  • Regulatory Compliance: Financial services operate in a heavily regulated environment. SDMN ensures data is structured to meet reporting requirements and compliance standards such as:
    • Basel III (banking capital requirements)
    • MiFID II (market transparency)
    • Dodd-Frank Act (derivatives reporting)

    Use Case: Reporting transactions to regulatory authorities using formats like ISO 20022.

  • Data Integration in Mergers & Acquisitions: When financial institutions merge, integrating disparate systems is a challenge. SDMN simplifies this process by providing a unified data model. Use Case: A bank acquiring a smaller institution integrates customer and account data seamlessly using SDMN.
  • Real-Time Data Processing: Financial services rely on real-time data for decision-making, risk management, and fraud detection. Shared data models ensure data consistency across systems. Use Case: High-frequency trading platforms use SDMN models in processing large volumes of transactions instantly.
  • Globalization of Financial Services: Financial institutions operate in multiple countries with different standards. SDMN helps align data with international frameworks, enabling cross-border operations. Use Case: Global payment networks like Visa and Mastercard rely on standardized data for transaction processing.

Standards play a big part in the financial services world:

  • ISO 20022: A global standard for electronic data interchange in financial services Example: Banks use ISO 20022 for high-value payments and securities transactions, ensuring consistent data formats.
  • MISMO™ (Mortgage Industry Standards Maintenance Organization): A key data framework in mortgage lending, ensuring interoperability between systems used for origination, servicing, and securitization. Example: MISMO standards are used to create data models for applications like the URLA and UCD.
  • Uniform Loan Application Dataset (ULAD): Defines the data points required for the Uniform Residential Loan Application (URLA).
  • Uniform Closing Dataset (UCD): Standardizes closing-related data for lenders, borrowers, and regulators.
  • Loan Delivery Dataset (LDD): Used by Fannie Mae and Freddie Mac for delivering loans to the secondary market.
  • FIX Protocol: A widely used messaging standard for pre-trade, trade, and post-trade communication. Example: A trading desk uses FIX to send buy/sell orders to an exchange and receive confirmations in real time.
SDMN in Healthcare

SDMN in Healthcare

Healthcare is one of the fastest-growing sectors in the world economy and many healthcare organizations are undergoing one or more digital transformation initiatives.

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As part of these transformations, there is an increased need for technology innovation and increased reliance on evidence-based medicine. Healthcare automation needs have become so critical and pervasive that to address these concerns head-on, a community of practice, Health Level Seven® (HL7®) International BPM Community of Practice, previously BPM+ Health Community, has been created. It was established based on the use of open, standards-based modeling notations and other open IT standards which allows for all types of health organizations, professional societies, and vendors to ensure smooth data exchange between electronic health records (EHRs), medical devices, and healthcare providers, and to standardize data formats for interoperability between hospitals, clinics, insurance companies, and regulatory bodies. Examples include HL7 standards and FHIR® (Fast Healthcare Interoperability Resources®).

Why SDMN is Essential in Healthcare:

  • Interoperability Between Systems: Healthcare systems like Electronic Health Records (EHRs), laboratory information systems, imaging systems, and insurance platforms often use disparate data formats. SDMN can ensure compatibility and seamless transformations.Example: Data exchange between hospitals and pharmacies for medication reconciliation.
  • Patient-Centered Care: Shared data models provide a unified view of a patient’s medical history, enabling personalized and coordinated care across providers. Example: A primary care physician and a specialist accessing the same data for collaborative treatment.
  • Regulatory Compliance: SDMN helps healthcare organizations comply with standards like HIPAA (Health Insurance Portability and Accountability Act) and GDPR (General Data Protection Regulation). Example: Ensuring protected health information (PHI) is consistently structured for secure sharing.
  • Data Sharing for Research: Research institutions rely on standardized data for clinical trials, public health studies, and advancements in medical science. Example: Aggregating de-identified patient data for studying disease trends.
  • Efficiency in Administrative Processes: Shared data models streamline billing, claims processing, and eligibility verification, reducing costs and administrative burdens. Example: Standardized insurance claims submissions using X12 or HL7 formats.

Key Applications of SDMN in Healthcare:

  • Electronic Health Records (EHRs): SDMN can ensure that EHRs from different vendors can share patient data seamlessly across healthcare organizations. Example: FHIR (Fast Healthcare Interoperability Resources) is widely adopted for EHR data exchange.
  • Health Information Exchange (HIE): SDMN can enable the secure sharing of health data between providers, patients, and payers. Example: An HIE platform integrates patient lab results from multiple hospitals using HL7 standards.
  • Medical Imaging: Standardized data models like DICOM (Digital Imaging and Communications in Medicine) allow interoperability for imaging devices and storage systems. Example: A radiology lab shares a patient’s X-ray image with a referring physician using DICOM.
  • Claims Processing and Revenue Cycle Management: SDMN can ensure standardized data formats for billing and insurance claims submissions, reducing errors and rejections. Example: Insurance claims submitted using X12 formats for faster reimbursement.
  • Telehealth and Remote Monitoring: Telehealth platforms use shared data models to integrate patient data with EHRs and monitoring devices. Example: A wearable device sends standardized blood pressure readings to a telehealth provider for analysis.
  • Population Health Management: SDMN can improve aggregation and analysis of data to identify health trends and improve outcomes for specific populations. Example: Public health agencies use standardized data for tracking vaccination rates and disease outbreaks.

Key Standards and Frameworks in Healthcare That Can Use SDMN

  • FHIR (Fast Healthcare Interoperability Resources): A standard developed by HL7 for exchanging healthcare information electronically. Example: Used to integrate EHRs with third-party apps for patient data sharing.
  • HL7 (Health Level Seven): A set of international standards for the exchange, integration, and sharing of healthcare information. Example: Used for sharing lab results between hospitals and outpatient clinics.
  • DICOM (Digital Imaging and Communications in Medicine): A standard for storing and transmitting medical imaging data. Example: Sharing CT scan results between imaging centers and hospitals.
  • X12: A standard for electronic data interchange (EDI) used in claims processing, eligibility, and payments. Example: Insurance claims submitted using the X12 837 format.
  • LOINC (Logical Observation Identifiers Names and Codes): A universal standard for identifying medical laboratory observations. Example: Used for sharing lab test results across institutions.
  • SNOMED CT (Systematized Nomenclature of Medicine Clinical Terms): A comprehensive clinical terminology used to encode diseases, conditions, and treatments. Example: Standardizing diagnostic terms across EHRs.
  • ICD (International Classification of Diseases): A standard for coding diseases and health conditions. Example: Used in billing and reporting to insurance providers.

Trisotech and SDMN

Digital Enterprise Suite

Trisotech is a world leader in business automation solutions and an active contributor to the SDMN standard. In addition to full support for the SDMN standard, Trisotech also supports and integrates the BPMN, CMMN, and DMN modeling standards into the Trisotech Digital Modeling Suite.

SDMN model creation, administration, and management are all visual and browser-based and can be hosted in public or private clouds – making Trisotech’s offering a complete shared data modeling solution.

Using SDMN models as elements for BPMN, CMMN, and DMN is completely visual. Just select the model element attribute to define and then click on reuse from graph. That will bring up the Digital Enterprise Graph where you can select your SDMN model. Expand the model and choose the data type for the attribute of the BPMN, CMMN, or DMN element you are working on all without leaving the original BPMN, CMMN, or DMN model.

An alternate method of selecting an SDMN model element in a modeler is to View the Digital Enterprise Graph in the side panel and drag and drop it onto the BPMN, CMMN, or DMN model element.

Trisotech
SDMN in Financial Services

Trisotech supports MISMO data structures in the form of SDMN models. Trisotech also provides extended modeling support in the form of drag-and-drop “Accelerators” for the MISMO and FIBO® (Financial Industry Business Ontology®) standard data structures. Trisotech financial clients include governments, insurance organizations, mortgage finance organizations, loan originators, retail and commercial banks, stock trading exchanges, credit card organizations, real estate brokers, investment brokerage houses and more.

Trisotech
SDMN in Healthcare

Trisotech is a founding member of BPM + Health (now HL7 BPM Community of Practice), which includes BPMN, CMMN, DMN and SDMN, as integral standard technologies. Trisotech healthcare clientele include international and U.S. acute care hospitals, healthcare insurance organizations, HMOs, renowned teaching hospitals, PPOs, and healthcare professional organizations.

Through a combination of features and functions (Healthcare Feature Set (HFS)), healthcare organizations can now access FHIR® data structures in their modeling and automation of BPMN, CMMN, and DMN models. Predefined FHIR Data types (simple, complex, and special purpose) are provided as reusable drag and drop data structures that can be assigned as data types in BPMN, CMMN, and DMN models. Trisotech also support FHIR® data structures in the form of SDMN models.

1,000
free pre-built evidence-based workflow and decision models

Trisotech also provides nearly 1,000 free pre-built evidence-based workflow and decision models including care pathways, clinical guidelines, and healthcare calculators in the BPM+ Health standard using CMMN, BPMN and DMN models. These models are human-readable, machine automatable, and embeddable in most medical encounter systems. Healthcare organizations can use these models, created under the direction of Trisotech CMO John Svirbely, MD, as they are, or quickly and easily modify them to fit the exact nature of their organization’s policies and procedures. Healthcare organizations can also create their case models from scratch with the easily understood CMMN visual modeler that can be shared by practitioners, IT, SMEs, and business people.

Trisotech
SDMN Modeler Differentiators

The Trisotech Digital Modeling Suite is completely browser based and can be run in any modern browser environment including Chrome, Edge, Safari, Firefox, etc. Servers can be hosted by Trisotech, or Clients including on-premise and public/private clouds like AWS, Azure, Google, etc. Advanced configurations allow for 24 X 7 operation, concurrent geographic dispersion and failover, and containerization operating environments.

The Trisotech SDMN modeler offers many features other SDMN modelers do not. These include:

  • Visual palette color, font and size controls including grid lines and snap-to-grid controls
  • Deep Model diff to compare models to one another
  • Single-click import of SDMN files
  • Issue tracking and management by model
  • Diagram Overlays (tags, flags, attachments, comments, time, cost, etc.)
  • Scope view of multi-diagram elements in a single SDMN model
  • Drag & drop re-use by copy and re-use by reference (DEG: Digital Enterprise Graph)
  • Versioning of models
  • Single-click export to SDMN (XML) & images
  • Dependency view of re-use and where-used
  • Threaded commenting down to element level
  • Configurable Documentation in Word or HTML including Overlays on models
  • Model element extended descriptions and attachments

OMG®, BPMN™, (Business Process Model and Notation™), Decision Model and Notation™, (DMN™), CMMN™, (Case Management Model and Notation™), BPM+ Health™, and FIBO®, (Financial Industry Business Ontology®) are either registered trademarks or trademarks of Object Management Group, Inc. in the United States and/or other countries. MISMO™ is a registered trademark of Mortgage Industry Standards Maintenance Organization, Inc. HL7®, FHIR® and HL7 International® are registered trademarks of Health Level Seven International.

Trisotech is an active contributor to the SDMN standard.

Trisotech Digital Modeling Suite is known as the reference implementations for SDMN.

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