MISER Technical Strategy (cont.)

Report
1
Leveraging Technology
Bob Clark, MISER Development Director
Tom Kuhn, MISER DeskTop Development Manager
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.
3
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.
4
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
5
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
6
HOW DO WE
GET THERE?
MISER Technical Strategy
MISER Current Architecture
ATM Switch
Integrations
Integrations
Integrations
TCP/IP
SOAP
CCF
TX-Server
Cohesion
Telnet
CCF
Telnet
CCF
Integrations
Telnet
Telnet
Telnet
Secure Telnet
ATM MISERNET
MISERNET
VBTP
ATM Online
TPSL
ATM
DB
MIS
DB
Attachmate
Databridge
BI
DB
BI
Data
Marts
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MISER TECHNICAL STRATEGY
MISER BRANCH AUTOMATION CURRENT ARCHITECTURE
Branch Automation (ASP, COM)
FAA
XML
ATM Switch
Integrations
Integrations
TCP/IP
IIS-Server
Integrations
TX-Server
SOAP
Cohesion
CCF
Telnet
CCF
ATM MISERNET
ATM Online
Integrations
Telnet
CCF
VBTP
Telnet
Telnet
Telnet
Secure Telnet
MISERNET
TPSL
9
MISER TECHNICAL STRATEGY
MISER DESKTOP – PHASE 1 AND 2
View (HTML5)
MVC – Model and Controller
IIS
FAA
XML
ATM Switch
Integrations
Integrations
TCP/IP
TX-Server
Integrations
SOAP
Cohesion
CCF
Telnet
CCF
ATM MISERNET
ATM Online
Integrations
Telnet
CCF
VBTP
Secure
Telnet
Telnet
Telnet
Secure Telnet
MISERNET
TPSL
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MISER TECHNICAL STRATEGY
MISER DESKTOP – PHASE 3
View (HTML5)
MISER Branch Automation
MISER Workflow/Authoring
MISER Business Intelligence
MISER Administrator
MISERStudio
SmartCOLLECTOR
SmartWRITER
IIS Server
Controller
Controller
Model
Model
WSDL
Integrations
Secure
Telnet
CCF
WSDL
Cohesion
Secure Telnet
CCF
ATM MISERNET
ATM Online
Secure Telnet
VBTP
Secure Telnet
MISERNET
TPSL
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WHAT CHANGES
WILL BE AVAILABLE
THIS YEAR?
TABLET
MISER TECHNICAL STRATEGY
MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES
• New Client
• New Account Opening (checking, savings, certificates)
• New Account Funding
• Signature Capture
• Electronic Document Support
• E-mail Account Confirmation
• Limited Monetary Transaction Processing
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MISER Technical Strategy
MISERStudio – Virtual Sales Desk – Key Features
• New Client
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MISER Technical Strategy
MISERStudio – Virtual Sales Desk – Key Features
• New Client
• New Account Opening (checking, savings, certificates)
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MISER Technical Strategy
MISERStudio – Virtual Sales Desk – Key Features
• New Client
• New Account Opening (checking, savings, certificates)
• New Account Funding
• Signature Capture
17
MISER Technical Strategy
MISERStudio – Virtual Sales Desk – Key Features
• 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
MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES
• New Client
• New Account Opening (checking, savings, certificates)
• New Account Funding
• Signature Capture
• Electronic Document Support
• E-mail Account Confirmation
• Limited Monetary Transaction Processing
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DESKTOP
MISER Technical Strategy
MISER Desktop – Key Features
• 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
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MISER Technical Strategy
MISER Desktop – Key Features
• Fields in error are highlighted immediately before submission
22
MISER Technical Strategy
MISER Desktop – Key Features
• Fields in error are highlighted immediately before submission
• Tree structure menus have been replaced with a more efficient locate structure
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MISER Technical Strategy
MISER Desktop – Key Features
• 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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MISER Technical Strategy
MISER Desktop – Key Features
• 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
25
MISER Technical Strategy
MISER Desktop – Key Features
• 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
26
MISER Technical Strategy
MISER Desktop – Key Features
• 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
27
MISER Technical Strategy
MISER Desktop – Key Features
• 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
28
MISER Technical Strategy
MISER Desktop – Key Features
• 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
29
MISER Technical Strategy
MISER Desktop – Key Features
• 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
30
MISER Technical Strategy
MISER Desktop – Key Features
• 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
31
MISER Technical Strategy
MISER Desktop – Key Features
• 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)
32
The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
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The Miser Vision – Comprehensive/Extensible
39
MISER Technical Strategy
Cohesion as the one path to MISER
• 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)
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MISER TECHNICAL STRATEGY (cont.)
COHESION AS THE ONE PATH TO MISER
• 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
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THANK YOU
Bob Clark, Tom Kuhn
[email protected]
[email protected]

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