end to end vertical oba's

Mike Walker

Architecture Strategy Team

End to End VerticalSolution Scenarios

Agenda Introduction What are OBA RAPs What and Where can I find these RAPS OBA RAP Scenarios Loan Origination Systems RAP

Scenarios What was optimized Demo Scenario Walk-Thru

What are Office Business Applications What is an OBA?

A new way to build business applications Composite Applications Leverage Office Clients and MOSS

Services Provide the gateway into LOB information

What OBAs are not A Product Simple Office Clients

Line-of-business

Applications

Microsoft Office

System

OBAs

What are RAPs?

Anatomy of a Reference Application Pack

Packaged Guidance - RAPs can be located on the MSDN OBA Architecture Site

WebCasts ArchitectureGuidance

OBA Bits

Loan Origination

Systems

RetailSupply Chain

Management

The OBA Raps

BikeWorks(supplier of

bicycle parts e.g. frames, …)

AdventureWorks (manufacturer of sporting goods)

DC (Distribution Center)

BikeMart (retailer)

Supply Chain Management Scenarios

Trading Partner Collaboration Scenarios:

- Collaboration within an organization

- Collaborative planning

- Collaboration across organizations

- Exchange of plans and updates between organizations

Retail Scenarios

• Management Dashboards

• Retail Portal Sites• Collaboration

The Next OBA – Health Care Personal Health management is becoming key as the health

care costs are rising. Technology can play a key role in enabling this personal health management area.

Next OBA is in the personal health management space. It’ll utilize the Office Business platform capabilities to increase collaboration and reduce costs

The OBA will be implemented via an all-Microsoft platform, incorporating software + services, consumer product technology, and server infrastructure.

Loan Origination Scenarios Automated Rate Creation Loan Registration Process Loan Decisioning Engine Digital Signatures Automated Approvals Loan Pipeline Management Automated Policies such as:

Document Retention Auditing Information Lifecycles

Approvals

Legacy Systems

Current Loan Process

ManualSemi-Automated

Customer Care

Data Entry

Fax Mgmt

Paper Mail

Support

Calls

&

Inquires

Fax

Document

Filing

Copy Services

Many LOB Apps

Paper Reviews

Third Party

Services

Loan Process Automated

Automated Approvals

Automated Process

Customer Care

Document

Archival LOB Apps

Underwriters

Third Party Services

Legacy

Systems

Loan Origination

Portal

Brokers

Enterprise Loan

Orchestrations

Registering Loans with MOSS 2007

Mike WalkerFinancial Services Architecture Strategist Architecture Strategy Team

Master Loan Flow (MLF)

Active 1003 Entry Pricing Lock Services Underwriting Close

MOSS - Application Services Layer

Loan Origination OBAI need a loan… I am going to go to WoodGrove Bank

Lending Message Bus

LOB Systems

B2B

Business Rules Engine Orchestration Layer

Broker

Loan Forms

Rate Generation and Approval Processes

Workflow Collections

Document Library

WorkflowAssociation Table

Rate Alerts

LOB Integration

Persist to database

WF

Underwriter Approval Process

3. Loan Approval Form Sent

4. Return signed withmanualcorrections

Embedded InfoPath form with IRM Protection

BizTalk

Office SharePoint Server 2007

1. Underwriter Rules Fired

2. MLF Starts UW Workflow

Loan Origination System

Master Loan Flow (MLF)Activate Loan Active Loan Save Lock ServicesUnderwriting Close

Conclusion OBA RAP for Loan Origination Systems

provides customers a way to unify people, process and technology

OBAs break down the constraints that limit agility

OR-LOS unifies channels through proven interoperability techniques and open standards Point to point integration is not scalable

Provides a robust workflow framework the is fully extendable and manageable

These OBA RAPs are for EVERYONE to build on, not just customers.

Recommended Resources

MSDN OBA Architecture CenterMSDN OBA Architecture Centerhttp://msdn2.microsoft.com/en-us/archithttp://msdn2.microsoft.com/en-us/architecture/aa699381.aspxecture/aa699381.aspx

Office Developer CenterOffice Developer Centerhttp://msdn2.microsoft.com/en-us/http://msdn2.microsoft.com/en-us/office/default.aspx office/default.aspx

Financial Services Architecture CenterFinancial Services Architecture Centerhttp://msdn.microsoft.com/FinServArch http://msdn.microsoft.com/FinServArch

Mike Walker’s BlogMike Walker’s Bloghttp://blogs.msdn.com/MikeWalker http://blogs.msdn.com/MikeWalker

© 2005 Microsoft Corporation. All rights reserved.© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.