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Master Data Management

Corporate structures you can roll up, restructure and trust

Represent how customers, suppliers and locations relate through multiple hierarchy views, with rollups and integrity checks on every change.

How it works

Switch views and restructure a customer group

Toggle between legal-entity and sales-territory views of the same plants. Move a node and see rollups update, or attempt a move that would create a cycle.

Customer master hierarchy · annual spend rollup
  • Corvane Group$896k
    • Corvane North America$698k
      • Houston plant$412k
      • Akron plant$286k
    • Corvane Europe$198k
      • Duisburg plant$198k

RESTRUCTURE

The capability

Many hierarchies over the same entities

A customer group is a legal structure for credit, a territory structure for sales and a site structure for service. Forcing all of these into one tree means someone always has the wrong view. Autonera keeps one master record per entity and lets it participate in several hierarchy views at once.

Each view has its own parent relationships, rules and owners. Rollups such as spend, open orders or number of sites are calculated per view. Restructuring checks for cycles, orphaned nodes and conflicting rules before any change is committed, and the impact on downstream systems is shown in advance.

This capability addresses organizational master data for customers, suppliers and locations. Product merchandising taxonomies are covered separately by Product Hierarchies & Taxonomy.

Problems it solves

Where this work usually breaks down

01

One tree for every purpose

Credit, sales and service teams compete over the same structure.

02

Rollups calculated in spreadsheets

Group-level spend and exposure are assembled manually and differ by report.

03

Unsafe restructures

Moving a subsidiary creates cycles or orphans that break downstream systems.

04

Acquisitions handled late

New legal entities are added without being connected to the group.

Functional capabilities

What Master Data Hierarchies & Relationships includes

Multiple hierarchy views
Model legal, sales, purchasing and service hierarchies over the same master records.
Cross-entity relationships
Relate customers to sites, suppliers to manufacturers and locations to legal entities.
Rollups
Aggregate measures such as spend or site count through each view.
Integrity checks
Prevent cycles, orphans and parent types that violate view rules.
Restructuring impact
Preview which records, rollups and systems change before committing a move.
View ownership
Assign owners and approval rules to each hierarchy view.

In industrial operations

A distributor serves a multinational manufacturing group

Credit used the legal structure, sales used territories and service used plant addresses, each in a different system with conflicting parents.

  1. Plants and entities are consolidated as master records.
  2. Legal and sales views are modeled separately.
  3. An acquired European plant is added and connected in both views.
  4. Rollups feed credit and account planning.

Result: Each team works from its own view of the same governed entities.

Autonomous operations

How autonomous execution changes master data hierarchies & relationships

Agents propose hierarchy placements for new or changed entities and check restructures before stewards approve them.

Agents carry out

  • Suggest parents from registry and address data
  • Detect orphaned and cyclic structures
  • Calculate restructuring impact
  • Notify downstream system owners

People decide

  • Approve restructures
  • Own each hierarchy view
  • Resolve conflicting parent evidence

Evidence recorded

  • Before and after structure
  • Integrity checks run
  • Approver per change

Buyer FAQs

Questions evaluators ask

How is this different from product hierarchies?

Product hierarchies organize products for merchandising and classification. Master data hierarchies represent relationships between organizations, sites and parties.

Can an entity have different parents in different views?

Yes. Each view has its own parent relationships over the same master record.

Are restructures reversible?

Restructures are versioned and can be reviewed or reverted. Effective dating can schedule them for a future date.

Can external registry data inform parents?

Registry and identity data can be used as evidence when the source is available and licensed. Specific providers are confirmed during evaluation.

What prevents broken structures?

Integrity rules reject cycles, invalid parent types and orphaned nodes before changes are committed.

Your next step

See Master Data Hierarchies & Relationships on data like yours.

Bring a real file, catalog or record set. We will walk through how Autonera would handle it and where your team keeps the final say.

Book a Demo