fitch ratings goes open suite

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Fitch Ratings Goes Open Suite Practical lessons in integrating back office applications with Magnolia

1 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Chris Bogzevitz, Fitch Ratings and Natascha Desmarais, Magnolia Intl. Date: 2.19.2014

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About the presenters

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Chris Bogzevitz, Director, Fitch Ratings Twitter: @chrisbogz LinkedIn: www.linkedin.com/in/chrisbogzevitz Email: christopher.bogzevitz@fitchratings.com

§  Trainer / Developer at Magnolia for almost 3 years

§  STK and best practices

§  LinkedIn: http://ch.linkedin.com/in/ndesmarais

§  Email: natascha.desmarais@magnolia-cms.com

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About the presenters

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Ratings and Research on corporate, municipal and corporate finance debt

§  External tools include a subscription web site, web services and data feeds

§  Offices in more than 30 countries worldwide, many of which need to have their own web site

Global Web Site: https://www.fitchratings.com/

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Fitch Ratings is a Global Credit Rating Agency

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Consolidation of technologies (Java) – conscious IT effort §  Open Source §  Extensible – Integration with Fitch systems

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Fitch Chooses Magnolia

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Replace 3 existing web sites with new sites built in Magnolia

Key components of the platform: §  Common Site Structure for Local Offices to Enter Content §  Support Multiple Languages §  Implement Rules for Ratings Display §  Synchronize with Fitch Global Site Content for Ratings and Research §  Workflow support

http://www.fitchpolska.com.pl http://www.fitchratings.ru http://www.fitchratings.com.tw

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First Project: Regional Web Site Platform

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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Regional Web Site Content Map

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Fitch Core Content

Issuers (Companies)

Research

Sector Pages

Editor-Driven Content

Home Page

Regulatory

Marketing

8 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

By The Way, this needs to be done in September.

It’s May.

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Before the Regional Website Project

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Fitch Global Web Site

Core Systems Endeca Search

MongoDB Oracle

Various CMS

Taiwan

GWS Application

Taiwan Database

Russia Poland

Web App

Web App

Web App

Poland Database

Russia Database

No Fitch Integration

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After the Regional Website Project

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Magnolia

Fitch Global Web Site

Core Systems Endeca Search

MongoDB Oracle

GWS Application Regional Web Site

Platform Built on Magnolia

Taiwan Russia Poland

§  Take advantage of the STK §  Platform advantages – filters, PUR, i18n, extend §  Magnolia configures integration with other systems The challenge – getting both developers and business to think this way

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How Do We Get There? Think the “Magnolia Way”

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Sector Pages (Search Integration) §  Public User Authentication

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Integration with Fitch Systems

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

13 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Sector Pages (Search Integration)

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Sector Pages - Example

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

On the Global Web Site: §  pages are configured in XML files as part of Spring MVC §  requires a full release cycle to add a sector §  CMS content is managed externally – an editor cannot see how the content integrates with the site until after publishing On the Regional Site Platform : §  pages are configured in Magnolia §  editors see the content integrated immediately §  Search parameters are configured in Magnolia STK dialogs and site

configurations

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Sector Pages – Overview

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Sector Pages - Flow

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

EndecaDAO class Uses Endeca API to retrieve data from Endeca

ENDECA MDEX Endeca’s index engine

Magnolia STK Extend Page Model Class to Retrieve Content from Endeca

Components include Issuers, Research and Guided Navigation

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Sector Pages – Sector Configuration

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Sector Navigation Parameter controls the sector. It’s a search engine specific ID that does not change. A new sector can be created simply by applying a different sector parameter.

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Sector Pages – Site Content Configuration

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Endeca provides a filter for queries based on the content. We added that as a parameter in the Site Configuration.

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Sector Pages – Sample Code

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

String sectorSiteParam = (String) site.getParameters().get("sectorSiteParam"); String sectorSectorParam = PropertyUtil.getString(content, "sectorSectorParam"); this.endecaSearchRequest = new EndecaSearchRequest(sectorSiteParam, sectorSectorParam, sectorNumberIssuers, sectorNumberResearch, sectorPageType);

20 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Integration the “Magnolia Way” Thoughts and Examples

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Integration options

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§  Fitch already has a Spring project §  Components need to change dynamically §  Components interact §  Powerhouse Blossom + STK

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We ♥ Blossom

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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Gadgets

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Instead of split search (Magnolia & external system) one unified search

§  Full text search §  Faceted search §  Replication made easy §  Scalable

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Solr

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Data module lets you create own data types §  Import data from other systems into Magnolia §  Scheduled (e.g. nightly) automated imports §  Independent from availability of other system §  Select and modify data from within Magnolia

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Data module

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Wasn‘t the data module retired with Magnolia 5?

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But wait…did you say data module?

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

§  Content apps are your new friends

§  New projects use own workspace §  Data workspace still there §  Migration tool creates a content

app for viewing your data

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Fear not – even better now!

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Success!

28 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

All or nothing?

Cherry pick Use whatever is there

Don’t reinvent the wheel!

§  Current problem: Usability / UX §  Too much and volatile to import the data §  The annoying part are the navigation IDs §  But – they’re static! §  Cherry pick – just import the updated Endeca IDs and corresponding

descriptions into Magnolia §  Make Sector IDs and other navigation IDs selectable from within

Magnolia §  Human readable

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Data module – Fitch example

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30 Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Extending the Public User Registration Module

Magnolia comes with a great module for managing public user registration (the PUR). The (PUR) module had everything we wanted. §  Pre-fab forms and classes that integrate with the STK §  Authentication §  Access Control But…

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Public User Registration

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

The PUR stores Users in the JCR. Fitch couldn’t count on synchronizing user records between Fitch’s Global Web Site users and Magnolia. Instead…

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Public User Registration

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

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Public User Registration – The Solution

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Extended the PUR to use our own User Management System §  Reuse PUR components §  Update Jboss to add a Fitch User

Management Realm §  FitchLoginModule extends

AbstractLoginModule §  Implement our own UserManager and

AbstractUser §  Provide custom behavior:

§  Terms of Use filter §  Validate user with Fitch-generated

token

Terms of User Filter: If (user != null) {

String termsOfUse = user.getProperty("termsOfUse"); if (termsOfUse != null) { if (termsOfUse.equals("0")) { response.sendRedirect(MgnlContext.getContextPath() + "/" + uriArray[1] + "/users-area/terms-of-use.html"); } }

}

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Public User Registration – Sample Code

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Use Magnolia Forms! Extend Magnolia form elements when needed, don’t hard code them in your FTLs Anonymous User – could be a better way

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Public User Registration – Lessons Learned

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. Fitch Group is a global leader in financial information services with operations in more than 30 countries. In addition to Fitch Ratings, the group includes Fitch Solutions, an industry-leading provider of credit risk products and services, and Fitch Learning, a preeminent training and professional development firm. Fitch Group is jointly owned by Paris-based Fimalac, S.A. and New York-based Hearst Corporation.

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About Fitch Ratings

Version 1.1 Magnolia is a registered trademark owned by Magnolia International Ltd.