MDM Software Business Requirements

A ready-to-use requirements and RFP checklist for evaluating Master Data Management (MDM) software — functional matching, governance, and stewardship capabilities plus roughly 100 non-functional requirements covering performance, security, scalability, integration, and compliance. Delivered as a scored Excel evaluation matrix.

A generic list asks whether the tool "matches and merges duplicate records" and moves on. It won't ask which survivorship strategy resolves conflicts when two source systems disagree on a customer's address — "most recently updated wins" is the naive default, and it's wrong often enough to matter — or whether survivorship rules can be set per attribute instead of per record. It won't distinguish a registry-style golden record, which just points back to source systems, from a repository-style one that fully consolidates the data — a foundational architecture decision, not a feature checkbox, and expensive to reverse after implementation. And it won't ask how the tool measures match precision and recall so stewards can tune false positives and false negatives instead of finding them in production.

What's Inside

• Functional Requirements covering data matching and merging, survivorship rules, hierarchy management, stewardship workflows, and data governance
• 100+ Non-Functional Requirements spanning performance, security, scalability, integration, and compliance
• Excel Evaluation Template with weighted vendor scoring

How Teams Put It to Work

• As the requirements backbone for an MDM vendor RFP
• To force an early decision between registry-style and repository-style architecture before it becomes an expensive retrofit
• To align data governance, IT, and business domain owners on requirements before vendor demos

Who Uses This

Data governance leaders, enterprise architects, and procurement teams evaluating MDM platforms for customer, product, or supplier data domains.