leveraging technology

42
1

Upload: alaric

Post on 25-Feb-2016

48 views

Category:

Documents


1 download

DESCRIPTION

Title Slide Heading • Font: Calibri, 24 pt • Color: White Secondary Heading • Font: Calibri, Bold, 16 pt • Text color: 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete . Leveraging Technology. Bob Clark, MISER Development Director - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Leveraging Technology

1

Page 2: Leveraging Technology

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

Page 3: Leveraging Technology

3

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.

Page 4: Leveraging Technology

4

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.

Page 5: Leveraging Technology

5

MISER Technical Strategy (cont.)

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

Page 6: Leveraging Technology

6

MISER Technical Strategy (cont.)

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

Page 7: Leveraging Technology

HOW DO WE GET THERE?

Page 8: Leveraging Technology

8

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

Page 9: Leveraging Technology

9

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

Page 10: Leveraging Technology

10

MISER TECHNICAL STRATEGYMISER DESKTOP – PHASE 1 AND 2

VBTPATM MISERNET MISERNET

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

Page 11: Leveraging Technology

11

MISER TECHNICAL STRATEGYMISER DESKTOP – PHASE 3

VBTPATM MISERNET MISERNET

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

Page 12: Leveraging Technology

WHAT CHANGES WILL BE AVAILABLE THIS YEAR?

Page 13: Leveraging Technology

TABLET

Page 14: Leveraging Technology

14

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

Page 15: Leveraging Technology

15

MISER Technical Strategy

• New Client

MISERStudio – Virtual Sales Desk – Key Features

Page 16: Leveraging Technology

16

MISER Technical Strategy

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

MISERStudio – Virtual Sales Desk – Key Features

Page 17: Leveraging Technology

17

MISER Technical Strategy

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

MISERStudio – Virtual Sales Desk – Key Features

Page 18: Leveraging Technology

18

MISER Technical Strategy

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

MISERStudio – Virtual Sales Desk – Key Features

Page 19: Leveraging Technology

19

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

Page 20: Leveraging Technology

DESKTOP

Page 21: Leveraging Technology

21

MISER Technical Strategy

• 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

Page 22: Leveraging Technology

22

MISER Technical Strategy

• Fields in error are highlighted immediately before submission

MISER Desktop – Key Features

Page 23: Leveraging Technology

23

MISER Technical Strategy

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

MISER Desktop – Key Features

Page 24: Leveraging Technology

24

MISER Technical Strategy

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

MISER Desktop – Key Features

Page 25: Leveraging Technology

25

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 26: Leveraging Technology

26

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 27: Leveraging Technology

27

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 28: Leveraging Technology

28

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 29: Leveraging Technology

29

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 30: Leveraging Technology

30

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 31: Leveraging Technology

31

MISER Technical Strategy

• 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

MISER Desktop – Key Features

Page 32: Leveraging Technology

32

MISER Technical Strategy

• 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)

MISER Desktop – Key Features

Page 33: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

33

Page 34: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

34

Page 35: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

35

Page 36: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

36

Page 37: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

37

Page 38: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

38

Page 39: Leveraging Technology

The Miser Vision – Comprehensive/Extensible

39

Page 40: Leveraging Technology

40

MISER Technical Strategy

• 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

Page 41: Leveraging Technology

41

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

Page 42: Leveraging Technology

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