leveraging technology

Leveraging TechnologyBob Clark, MISER Development DirectorTom Kuhn, MISER DeskTop Development Manager

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MISER Technical Strategy

• Deliver a user experience that encompasses: – Tablets– Desktops

• Employ Cohesion as the common message portal.• Develop common services to deliver content across all platforms.

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MISER Technical Strategy (cont.)

Deliver a modular role-based tablet solution:• Provide technology innovation through the use of MVC and HTML5.• Focus on security.• Deliver seamless integration.• Make it easy to use and reliable.• Deliver to market quickly.• Use reusable business objects.

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Deliver a desktop solution that will combine all desktop products within a single framework:• Provide a newly designed user interface• Focus on security• Deliver seamless integration• Improve sales and contact management support• Deliver a consistent user experience• Make it easy to use and reliable• Include workflow, authoring toolkit• Provide seamless access to FIS solutions through single sign-on• Provide technology innovation through the use of MVC and HTML5• Deliver to market quickly• Use reusable business objects

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Make MISER the most efficient and easiest to use solution for our clients:• One installation package to install all separately licensed desktop applications• One location to set up users and define roles for all MISER applications• One location to define stations• One location to define products• One location to define rates

HOW DO WE GET THERE?

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MISER Technical StrategyMISER Current Architecture

VBTP

ATM MISERNET MISERNET

ATM Online TPSL

ATM Switch Integrations

Telnet CCF

Integrations

Telnet

TX-ServerIntegrations Integrations

Telnet

BIData

Marts

BIDB

ATMDB

MISDB

AttachmateDatabridge

CohesionCCF

TCP/IP SOAP

TelnetSecure Telnet

Telnet CCF

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MISER TECHNICAL STRATEGYMISER BRANCH AUTOMATION CURRENT ARCHITECTURE

VBTPATM MISERNET MISERNET

ATM Online TPSL

ATM Switch Integrations IntegrationsTX-ServerIntegrations Integrations

TCP/IP SOAP

FAA

IIS-Server

Branch Automation (ASP, COM)

XML

TelnetTelnet CCF

CohesionCCF

TelnetCCF

TelnetSecure Telnet

Telnet

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MISER TECHNICAL STRATEGYMISER DESKTOP – PHASE 1 AND 2


ATM Online TPSL

ATM Switch Integrations IntegrationsTX-ServerIntegrations Integrations

FAA

MVC – Model and ControllerIIS

View (HTML5)

Telnet CCF

TCP/IP

CCF

SOAP

XML

TelnetCCF

TelnetSecure Telnet

TelnetSecureTelnet

Cohesion

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MISER TECHNICAL STRATEGYMISER DESKTOP – PHASE 3


ATM Online TPSL

CohesionIntegrations

IIS Server

Controller

Model

View (HTML5)

MISER Branch AutomationMISER Workflow/AuthoringMISER Business IntelligenceMISER AdministratorMISERStudioSmartCOLLECTORSmartWRITER

Controller

Model

Secure Telnet CCF

WSDL

Secure Telnet CCF Secure Telnet Secure Telnet

WSDL

WHAT CHANGES WILL BE AVAILABLE THIS YEAR?

TABLET

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MISER TECHNICAL STRATEGY

• New Client• New Account Opening (checking, savings, certificates)• New Account Funding• Signature Capture• Electronic Document Support• E-mail Account Confirmation• Limited Monetary Transaction Processing

MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES

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• New Client

MISERStudio – Virtual Sales Desk – Key Features

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• New Client• New Account Opening (checking, savings, certificates)


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• New Client• New Account Opening (checking, savings, certificates)• New Account Funding• Signature Capture


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• New Client• New Account Opening (checking, savings, certificates)• New Account Funding• Signature Capture• Electronic Document Support• Email Account Confirmation• Limited Monetary Transaction Processing


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MISER TECHNICAL STRATEGY

• New Client• New Account Opening (checking, savings, certificates)• New Account Funding• Signature Capture• Electronic Document Support• E-mail Account Confirmation• Limited Monetary Transaction Processing

MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES

DESKTOP

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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client-defined themes and fonts can be used to change the look of the desktop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view• Transaction replies are configurable to fit the needs of your organization• More efficient navigation is available throughout the desktop• Single Funds Calculator is included• Faster connection and response times delivered• Workflow will be available through Windows Workflow Foundation (WWF)• Built-in authoring tools will allow for ease of customer configuration (not 2013)• MSMQ elimination is included

MISER Desktop – Key Features

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• Fields in error are highlighted immediately before submission


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view• Transaction replies are configurable to fit the needs of your organization


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view• Transaction replies are configurable to fit the needs of your organization• More efficient navigation is available throughout DeskTop


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view• Transaction replies are configurable to fit the needs of your organization• More efficient navigation is available throughout DeskTop• Single Funds Calculator


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• Fields in error are highlighted immediately before submission• Tree structure menus have been replaced with a more efficient locate structure• Grids are sortable• Client defined themes and fonts can be used to change the look of DeskTop• Contextual searches are available• Multiple customer sessions can be active at the same time• Teller transactions are presented in an optimized view• Transaction replies are configurable to fit the needs of your organization• More efficient navigation is available throughout DeskTop• Single Funds Calculator• Faster connection and response times• Workflow will be available through WWF (Windows Workflow Foundation)


The Miser Vision – Comprehensive/Extensible

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• Security– Fewer connection points to update as security requirements change

• One location to route data requests– MISER becomes the aggregator for a complete financial solution– Information can be sent/received to/from multiple sources and delivered in one message,

allowing the best technical solution to be used.• Business objects

– Reusable services based on business processes for all MISER applications and strategic integrations

– The ability to run multiple transactions in one process– The services will be shared between all desktop applications

• Account details (DRI for SV, CD, ND, Loans with POF)• Add client (NC1, NC2 (personal), NC3 (corporate), CM2, CM3, CID, EMU)• Update client (CM1, CM2, CM3, EMU)• Add account (NSU, LK1, NA+)• Account history (ND, SV, CD, NL, ML, IL, OL, CL, LY, MP, IP, OP)

Cohesion as the one path to MISER

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MISER TECHNICAL STRATEGY (cont.)

• Future services– Deposits (6 transactions)– Withdrawals (6 transactions)– Payments (9 – 29 transactions)– Disbursements– New loan setup– Loan modifications

• Benefits– Support standardized message formats (IFX, CUFX)– Reduced time to market with new solutions– Reduced support time

COHESION AS THE ONE PATH TO MISER

THANK YOUBob Clark, Tom [email protected]@fisglobal.com

mailto:[email protected]

mailto:[email protected]

leveraging technology

Documents

miser technical strategy

miser applicationsone

desktop solution

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pt text color

slide number

use of mvc

desktop products