31 May 2011, Auckland

Joel Foster, CEO & Managing DirectorSteve Sutton, Catalyst ArchitectPhilip Long, Catalyst Development LeadStephen Robb, Development ManagerNick Dalton, Registry Solutions Manager

BREAKING DOWN BARRIERSby

Foster Moore Limited

1. Introductions

2. Best Practice

3. Catalyst Concepts

4. Demo.

AGENDA

1. Harmonized registry and legislative design;

2. Configuration of online forms;

3. Usability studies to test interface design;

4. Fully configurable, electronic workflows;

5. Role-defined attributes and security;

6. User input of data;

7. Automated legal document history;

8. Stakeholder engagement & training.

‘BEST PRACTICE’ - REGISTRY DESIGN PRINCIPLES

Catalyst – The Registry Manager enables;

1. Single platform for multiple registries

2. Access to shared services;

3. Cascading & linking information;

4. Smart logic and streamlined processes;

5. Improved data security & integrity;

6. Rich Search Engine;

7. Value add services;

8. Reduced operational costs.

‘BEST PRACTICE’ - REGISTRY FUNCTION

CATALYST BUSINESS REGISTER (BR)

DESIGN PRINCIPLES FORCATALYST – THE REGISTRY MANAGER

Enabling statutory forms on the web

Form workflow and business process support

Information flow

Usability

Interoperability

Reduced cost

Auditability and History

Data sets and data versioning

Document filing history

Configuration

Support of multiple languages.

CATALYST CONCEPTS

DOMAINS

A domain is a logical representation of a set of data relating to the same concept

Typically a domain is implemented as a number of physical tables

Entity Role(Abstract)

Director(Concrete)

Shareholder(Concrete)

Entity Data

Entity Versioning

Entity Extension

Address

Entity Dataset

Entity Role(Abstract)

Director(Concrete)

Shareholder(Concrete)

Address

EntityRole

(Abstract)

Director(Concrete)

Shareholder(Concrete)

Address

EntityRole

(Abstract)

Director(Concrete)

Shareholder(Concrete)

Address

EntityRole

(Abstract)

Director(Concrete)

Shareholder(Concrete)

Address

Version 1

Version 2

Version 3

DATASETS & VERSIONING

CATALYST CONCEPTS

Record (Entity) Attribute (Company Name) Attribute (Registered) Box Text (“Contact Details”) Attribute (Contact First Name) Attribute (Contact Last Name) Record (Address) Text (“Address Details”) Attribute (Line 1) Attribute (Line 2) Attribute (Line 3) Attribute (Line 4)

Co. NameRegistered

Contact Details First Name Last Name

Address DetailsLine 1Line 2Line 3Line 4

Form Tree Structure(Configuration)

Resulting Screen(Presentation)

CATALYST CONCEPTS

FORM TREES

View Node Tree

Box -> BoxWidget

Record -> RecordWidget

Attribute (Name) -> TextAttributeWidget

Attribute (Date) -> DateonlyAttributeWidget

Box -> TabWidget

Presentation

Tab 1 Tab 2 Tab 3

Name

Date

Grace Jones

?

CATALYST CONCEPTS

WIDGETS

BUSINESS SERVICE/FUNCTIONS

These are typically the business functions of the registry.

Business services are the glue that binds all the forms, domains and business processes together.

Includes all the workflow configurations.

Record (Entity) Attribute (Company Name) Attribute (Registration Date) Box Text (“Contact Details”) Attribute (Contact First Name) Attribute (Contact Last Name) …

Business Services Form Tree

Record (Director) Attribute (First Name) Attribute (Last Name) Box Text (“Address”) Attribute (Line 1) Attribute (Line 2) …

Register a Company[ Roles : Logged In ]

Maintain a Director[ Roles : Executive Authority, Delegated Authority ]

CATALYST CONCEPTS

Filing Document HistoryForm Configuration

Record (Entity) Attribute (Company Name) - Filing1/Filing2 Attribute (Registered) - Filing1 Box Text (“Contact Details”) Attribute (Contact First Name) –Filing1 Attribute (Contact Last Name) -Filing1 Record (Address) Text (“Address Details”) Attribute (Line 1) -Filing2 Attribute (Line 2) -Filing2 Attribute (Line 3) -Filing2 Attribute (Line 4) -Filing2

Filing 1Company Name : Wonders LtdRegistered : 23 Feb 2010Contact First Name : JimLast Name : Henderson

Filing 2Company Name : Wonders LtdAddressLine 1 : 23 Great South StreetLine 2 :TorontoLine 3 : OntarioLine 4 : Canada

CATALYST CONCEPTS

FILING DOCUMENT HISTORY

CatalystDirector => Executive AuthorityAgent => Delegated Authority

Entity DataDirector : Bob Smith

Bob Smith

Full Access

Jim Green

Limited Access

CATALYST CONCEPTS

INHERITED SECURITY

CATALYST CONFIGURATION