# Presentation: 168189

## IRS XML Initiatives

**IRS XML Initiatives**
**                     **
**Sol Safran**
**Enterprise Data **
**Management Organization**
**	****	****21 April 2004**

## AGENDA

**Introduction**
- EDMO Vision & Mission
- Background
**Managing IRS XML Standards **
**Managing IRS XML Users – Stakeholders **
**Managing IRS Data**

## Enterprise Data Management Office – Mission & Vision

-  Provide the necessary infrastructure, policies, standards and tools which provide for common integrated, consistent and effective data management practices
-  Develop, promote and oversee compliance with policies
-  Develop and maintain the Enterprise Conceptual and Logical data models

-  Coordinate and ensure the optimal use of IRS agency resources and assets in the physical manipulation of data and data artifacts
-  Develop and implement plans for data transition, data migration, data conversion, COTS data stores, and custom data stores
-  Facilitate the creation, storage, manipulation, integration, distribution, use and management of enterprise level shared metadata and XML Registry
-  Support application and engineering projects in developing enterprise compliant data solutions.

-  Establish and implement an Enterprise-wide data management program.
-  Define long term objectives and identify projects and activities that help attain those objectives.
-  Recruit and maintain project staff and integrate services and deliverables into the overall environment.
-  Develop a strategic plan, management reports, schedules, finance and budget
-  Coordinate the support, planning prioritization and monitoring of activities that manage IRS data at the enterprise level to meet the business needs of the agency

## IRS Enterprise Data Management Office – Background

- Data management work and XML standards being performed by PRIME Enterprise Data Management (EDM)
*EDM is EDMO support contractor*
*CSC is PRIME integration contractor for IRS Systems Modernization*
- Coalition of CSC, IBM, Northrop Grumann,			 and others

## IRS Enterprise Data Management Office – Background

**XML plays large role in Systems Modernization**
*Tax returns and forms from external providers*
*Storage of tax returns as received, plus modifications*
*Inter-system messaging*
**IRS had many independent XML initiatives**
*Inter-operability was jeopardized*
*Wheels were being re-invented*
*Each project learned as it went*

## IRS Enterprise Data Management Office – Background

**Tax data in XML**
*Also increasingly: tax returns are converted to XML and processed/stored *
*All tax forms must be retained as originally submitted ... increasingly in XML from 3**rd** party providers and large corporations*
*Eventually most tax forms and returns will be in XML format in IRS*
*Tax Year 2004 return projections:*
- 1120 (Corp):	        6M
- 94x  (Employment):  30M
- 1040: 	          	        134M
**Impact of XML**
*2004 projections*
- 1120 returns (Corp): 100k
- 94x returns (Employment): 29M
*XML schemas can amplify data*
- Some 1120 schema instances up to 350 MB

## Managing IRS XML Standards - Benefits

**Managing IRS XML Standards - Benefits**

**Improved Systems Interoperability**
- Common business vocabulary
- Common XML message content
- Reduce interface development costs
- Facilitate re-use and interoperability
**Improved Data Quality**
- Known sources and locations of data
- Contradiction between databases removed
- Typing to ensure values
**Improved Taxpayer Interaction**
- More accurate, timely information
**IRS commitment to states/external developers**

## Managing IRS XML Standards - Goals

**Organize stakeholders**
**Pull together internal and external knowledge and best practices **
- Identify existing industry best practices
- Liaison with external organizations – TIGERS, OASIS, FED XML Working Groups, etc.
- Leverage IRS project knowledge and lessons learned across the IRS
**Provide direction, standards and guidelines**
- Define XML specific standards and guidelines
- Define appropriate uses of XML
**Plan for XML architecture/infrastructure support (e.g. XML Registry, XML tools, etc.)**

## Managing IRS XML Standards - Process

**Fact finding**
**Develop initial standards to assist team**
**Conduct workshops**
**Important considerations**
-   Maintain enterprise perspective
-   Try to minimize impact to projects
**Communicate process and findings to stakeholders**
**Formalize**
**On-going**

## Managing IRS XML Standards – Results & Where Next

**Formalized XML standards & guidelines - ongoing**
- Enterprise Data Standards & Guidelines
- Stakeholder Working groups
**Architectural Issues**
- What and how to XMLize, and what not to
- E.g., messaging, OLTP vs. reporting/analytics, etc.
- Structural commonalities and differences
- XML for _messaging_ vs. _processing_ vs. _data storage_
- Structural variations for different kinds of processing (SAX vs DOM, vs Custom)
- Architecting for data sharing, re-use, and interoperability
- Architecting for performance and scalability
- Technology/performance implications of data volume amplification
**Standard XML schema based on Enterprise Logical Data Model**
**XML Registry**
**Organization outreach (TIGERS, OASIS, XML Working Group, etc.)**
**Taxonomy**
**SCORM**

## Managing IRS XML Users - Stakeholders

**XML Stakeholders:**
- Large, diverse group (100+)
- Major IRS organizations, all levels of projects, external organizations
- Members participate in XML working groups
- Recently expanded scope to include stakeholder presentations

## Managing IRS Data - IRS XML Registry

**Registry benefits **
**Registry analysis underway**
**Stakeholders involved**
**Meta Data **
- Meta Data Management
- Meta Data Strategy

## Questions ??

**Questions ??**

## Contact Info

**Karla Tropea**** *****Program Manager, IRS Enterprise Data Management Office***** **
**	****202-283-5976   **_**[Karla.Tropea@irs.gov](mailto:Karla.Tropea@irs.gov)**_
**Sol Safran *****Senior Data Engineer – XML Lead, Prime Enterprise Data Management ***
**	****301-429-7543  **_**So**__**[l](mailto:l.Safran@irs.gov)**__**[.S](mailto:l.Safran@irs.gov)**__**[afran@irs.gov](mailto:l.Safran@irs.gov)**_