End to End Vertical OBA's

Mike Walker Architecture Strategy Team End to End Vertical Solution 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 Architecture Guidance OBA Bits

The OBA Raps Loan Origination Systems Retail Supply Chain Management

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

Current Loan Process Approvals Legacy Systems Manual Semi-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 Process Customer Care Document Archival LOB Apps Underwriters Legacy Systems Loan Origination Portal Brokers Enterprise Loan Orchestrations Automated Approvals Third Party Services

Registering Loans with MOSS 2007 Mike Walker Financial Services Architecture Strategist Architecture Strategy Team

Loan Origination OBA MOSS - Application Services Layer I need a loan… I am going to go to WoodGrove Bank Broker Master Loan Flow (MLF) Active 1003 Entry Pricing Lock Services Underwriting Close Lending Message Bus LOB Systems B2B Business Rules Engine Orchestration Layer Loan Forms

Rate Generation and Approval Processes Workflow Association Table Rate Alerts LOB Integration Persist to database Workflow Collections Document Library

Underwriter Approval Process Embedded InfoPath form with IRM Protection BizTalk Office SharePoint Server 2007 1. Underwriter Rules Fired 2. MLF Starts UW Workflow Loan Origination System WF 3. Loan Approval Form Sent 4. Return signed with manual corrections Master Loan Flow (MLF) Activate Loan Active Loan Save Lock Services Underwriting 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 Center http://msdn2.microsoft.com/en-us/architecture/aa699381.aspx Office Developer Center http://msdn2.microsoft.com/en-us/office/default.aspx Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker

End to End Vertical OBA's

by Mike Walker

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