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

2. Managing IRS XML Standards Managing IRS XML Users – Stakeholders
AGENDA
Introduction
EDMO Vision & Mission
Background
Managing IRS XML Standards
Managing IRS XML Users – Stakeholders
Managing IRS Data

3. Enterprise Data Management Office – Mission & Vision
Partnered Organization
IRS / PRIME / MITRE
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
Enterprise Data Manager
Data Engineering
Working Group
(DEWG)
Data Management
Issues Resolution
Team (DMIRT)
Data Policy & Strategic
Planning
Data Administration
Data Architecture
Database Administration
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.

4. 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

5. 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

6. 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 3rd 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): M
94x (Employment): 30M
1040: M
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

7. 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

8. 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.)

9. 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

10. 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

11. 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
IRS Organizations
Chief Counsel
Electronic Tax Admin
Media & Publishing
Taxpayer Advocate
LMSB
TEGE
W&I
BSMO
BSD
EUES
Security Services
Web Services
IRS Projects
1120 e-File
CADE
HR Connect
Internet EIN
MDA
Modernized E-File
M-TRDB
TREES .
DoD XML Registry
DoT XML standards
Fed XML Working Group
MITRE
NIST
PRIME
Other Organizations

12. Managing IRS Data - IRS XML Registry
Registry benefits
Registry analysis underway
Stakeholders involved
Meta Data
Meta Data Management
Meta Data Strategy

13. Questions ??

14. Karla Tropea Program Manager, IRS Enterprise Data Management Office
Contact Info
Karla Tropea Program Manager, IRS Enterprise Data Management Office
Sol Safran Senior Data Engineer – XML Lead, Prime Enterprise Data Management