NYBF 2014 - CLS Member Gateway Elimination Project
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  • 1. www.cls-group.com ® CLS and the CLS Logo are registered trademarks of CLS UK Intermediate Holdings Ltd © 2014 CLS UK Intermediate Holdings Ltd. CLS Member Gateway Elimination Ram Komarraju SWIFT Business Forum – New York March 4, 2014
  • 2. Agenda 2 Introduction Current State and Limitations Target State and Benefits SWIFT Presentation New CLS Browser Based GUI Member Migration – Status Update Q&A
  • 3. 3 » As part of its Strategic Architecture program (STAR), CLS is eliminating the current Member Gateway using a standards-based solution addressing several issues and bringing significant value to our Members Introduction Key Objectives Reduce Member Total Cost of Ownership (TCO) for CLS Connectivity by removing CLS gateway infrastructure and support Eliminate the issues & limitations of the legacy platform Provide standard connectivity solutions that leverage existing Member infrastructure by partnering with SWIFT Build on ISO 20022 standards for communication
  • 4. CLS Gateway Application 4 Current State Internal Storage Data Files CLSAPI-Interface SWIFTRA-Interface SAG/SNL Member Application CLS PD processesCLS GUI Client » CLS gateways have local storage for the data files, which is used for recovery » CLS sends trade notifications to both Member primary and secondary gateways » Both gateways must be up and connected to the CLS Core Existing Operational model SWIFT
  • 5. 5 Current State Issues & Limitations Expensive to maintain: for example, upgrades to the Gateway require extensive coordination and testing Requires specialized knowledge: complex proprietary implementation makes support and new development difficult. It also contains functionality that is never used by Members (e.g. user-member functionality) Hard to integrate: proprietary technology makes it difficult to integrate the gateway into a Member’s infrastructure Architecture is not scalable: performance and capacity are a concern and the gateway could become a bottleneck during high-volume market events
  • 6. SWIFT 6 Target State SWP/ SAG/SNL* Member Application MQ Browser Based GUI CLS Gateway Elimination – Operational model & Migration Legacy components removed following completion of migration
  • 7. 7 Target State Key Benefits Enhanced Resiliency Message replay based on InterAct Store & Forward Single URL across Prod/DR Standardisation ISO 20022 Messaging SWIFT InterAct Store & Forward SWIFTNet Browse Reduced Complexity No CLS proprietary software & infrastructure Ease of integration using standard SWIFT infrastructure ISO 20022 messaging Improved Security Single-sign on using SWIFT framework & PKI offering Support for fine-grained access control Built on SWIFT secure network Increased Performance Batching Compression Message redesign to optimize the size and number of messages transmitted Support SWIFT Single Window Support CLS Focused on Core Functional Support
  • 8. CLS Member Gateway Elimination Project New York Business Forum Damien Vanderveken 4 March 2014
  • 9. CLS partnering with SWIFT Adding Value while reducing TCO for the CLS community CLS Member Gateway Elimination Project – NY Business Forum – 4 March 2014 9 Adding Value Reducing TCO • Lower operation and deployment costs through re-use of existing SWIFT infrastructure • Lower integration costs thanks to usage of standard technology (MQ based) and ISO 200222 standards • New FX transactional pricing model ensuring that member messaging spend remains at similar level – for like-for-like FX instruction volumes • Enhanced performance and capacity via the introduction of a new Market Infrastructure Channel • Enhanced resiliency and operational risk reduction through the usage of SWIFT store-and-Forward messaging with replay (ie. new data retrieval service) • Support for non-repudiation of transactions submitted via all channels for up to 24 years
  • 10. Concerns addressed by SWIFT – we listened! CLS Member Gateway Elimination Project – NY Business Forum – 4 March 2014 10 One-time access to Browse channel is too expensive Site failover involves manual intervention and downtime SWIFT PKI certificates – new pricing • New pricing applicable for certificates used to access the new CLS Browse service • 70% discount of one-time fee • Applicable as of April 2014 for foreseeable future MI Channel – resiliency enhancement • Provides an automated failover capability to eliminate manual interventions and associated downtime • Message sequencing is guaranteed to ensure business logic is preserved • Available as of August 2014
  • 11. 11 How can SWIFT help you with your migration? Introductory workshop Detailed assistance proposal Operational processes review and requirements gathering SWIFT infrastructure Impact assessment & capacity planning To-Be definition Solution Design, Migration Plan and BCP Field Services Installation, go-live support Project Management CLS Member Gateway Elimination Project – NY Business Forum – 4 March 2014
  • 12. 12 • Provide a thin client with improved UI look and feel • Retain and “fine tune” popular screens, rationalise obsolete screens and improve unpopular screens to enhance Member workflow • Consolidate settlement sessions in one UI Strategy • New Member dashboard • Enhanced Instruction input and approval process • Streamlined user admin function • Settlement session consolidation Key changes Strategy and changes CLS Browser Based GUI
  • 13. CLS Browser Based GUI 1313 CLS Browse Features RBAC Roles Single Sign- On Simple User Provisioning Steps • User Name + BIC Non- Repudiation of GUI Transactions Single URL Features
  • 14. 14 » CLS testing is progressing well » Member on-boarding activities in JAS to commence in line with the Member Migration plan for Phase 0 » SWIFT Pilot release of MI Channel available since end February 2014 » SWIFT live release of MI Channel expected end April 2014 Current Project Status
  • 15. 15 Member Migration Item # Phase 0 Early GUI JAS onboarding Phase 1 Phase 2 Phase 3 Total Number of Members (control and standard branch) 65 April 2014 to Aug 2014 Sept 2014 to Feb 2015 Mar 2015 to Aug 2015 Sept 2015 to Dec 2015 Confirmed migrations windows 65 3 (13) 29 33 N/A [Contingency] Phase confirmation details and timeline Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 → Q4 2015 Phase 0 Phase 1 Phase 2 Phase 3 Initial Member briefing Draft functional spec released Second Member briefing Baselined functional spec released Live GUI demos via WebEx Issue Web based GUI Guide Begin Member testing in JAS Deploy to Production Phase 0 Phase 1 Phase 2 Phase 3 Member migration in 4 Phases
  • 16. 16 Member Migration Activities CLS hosted monthly WebEx session December 2013 • CLS STAR Browse GUI - live demonstration via WebEx January 2014 • SWIFT SnF Retrieval and Replay Functionality walkthrough for CLS Gateway Elimination February 2014 • 41st CLS Technology User Group Meeting • Highlight CLS Browse GUI and Gateway elimination consideration March 2014 • Self learning GUI operation - video session published • Member on-boarding walkthrough session
  • 17. 17 » CLS requests Members to start the planning required for the migration at the earliest. » If Members need clarification or assistance to complete their project plans, architecture design validation, and testing plans, please reach out to CLS. » Engage with CLS and your back office system vendor (if any) » CLS will provide more information in quarterly CLS Technology User Group meetings and monthly CLS Gateway Elimination WebEx session. Member Migration Activities Call to Action
  • 18. 18 https://cmv.cls-group.com/Library/Pages/subfolder.aspx?path=/CLS1+Member+Gateway+Elimination » To assist Members in migration efforts, we created a web site where more details of the project and migration plan can be found » From the CLS Home Page, the link to sign on to the Member/Vendor website is in the upper right corner http://www.cls- group.com/Pages/default.aspx » If a member or vendor requires access to the website, they should contact the CLS Service Control team: Tel: + 44 (0)870 900 0606 / 607, and select menu option 2 or Email: servicecontrol@cls- services.com » For more information regarding the SWIFTNet-based solution for the CLS community visit http://www.swift.com/cls Migration Website Member Migration
  • 19. Q & A 19
  • 20. Appendix 20
  • 21. 21 CLS Browser Based GUI Old GUI landing page
  • 22. 22 CLS Browser Based GUI New Member Dashboard
  • 23. 23 CLS Browser Based GUI Old Member Payment Monitor Screen
  • 24. 24 CLS Browser Based GUI New Payment Monitor Screen
  • 25. CLS Browser Based GUI – Site Map 25 Member Client Dashboard Transactions Management Cash Management Commands and Messages Static Data Management Instruction List Instruction Command List Instruction Entry Account Balances Account Movements Settlement Projections Pay In Schedule List Payment Monitor Command List Message List Branch List Institutional Branch List Settlement Member Information Organisational Roles User List Configure Dashboard Parameters Instruction History Instruction Detail Instruction Command Detail Pay In Detail Pay Out Detail Manual Account Transfer Command Detail Message Detail SSI Detail PIS Detail