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Insurance Company Optimizes Collibra and Standardizes Its Metadata Approach

Our client implemented a comprehensive global data governance program that provides uniform standards and processes across all its markets to ensure compliance with international regulations and customer expectations. FSFP worked diligently to ensure the Collibra environment was updated and “refactored” to meet our client’s needs, delivering a successful outcome and sustainable path for their future.


Our client, an insurance company, sells property and casualty insurance and has a global data governance program spanning several countries. It offers a wide range of insurance products and services, including one of the most extensive property-casualty networks in the world.

Industry: Insurance

Background: The client initially engaged FSFP to assess its Collibra environment. As a result of the assessment, we identified three top priorities for remediation. In response, the client signed a second agreement for refactoring Collibra. The three primary problem areas outlined in the first SOW were addressed and remedied by FSFP.

Engagement Type


Opportunity Areas

  • Assist in resolving the low-adoption environment
  • Difficulty of connecting technical metadata with business metadata
  • Disjointed implementation of Collibra (inconsistent application of use cases by communities and domains)

Engagement Snapshot

Goals, Governance and Guides

  • For our client to achieve its long-term goals and objectives, a critical aspect of the initial evaluation of the Collibra environment was identifying three focus areas.
  • To develop a strategy for connecting business and technical metadata, we had in-depth discussions concerning how to capture business metadata at a granular level and successfully implement best practices. When you create and approve metadata too high, it becomes repetitive and tedious. If you go too deep, the metadata captured is less relevant.
  • There were many discussions about the criticality of a business term to determine the governance that should be applied to the term. Terms that are less critical and used throughout the enterprise require less governance or approval than those used across the enterprise and are most essential in the business.
  • We needed to understand the client’s data governance framework to reorganize its existing communities and domains. The client’s review board approved a framework we could use as a basis for the communities, domains, roles and responsibilities in Collibra since they needed a formal framework.
  • Finally, we delivered asset models and guides for how metadata should relate to one another, both now and in the future. These asset models helped realign what was in Collibra and create a link to future needs.


Our engagement with the client resulted in the following outcomes:

  • A clear plan for reorganizing Collibra’s communities and domains as well as its asset model
  • A consistent approach to populating metadata in Collibra across all use cases rather than just within individual communities or domains
  • Improved alignment with a data governance framework, enabling our client to scale Collibra more successfully using the roles and groups outlined in the framework
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