Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial...

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Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit The MISMO Winter 2014 Summit Education Program is sponsored by:

Transcript of Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial...

Page 1: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Internal Adoption of the MISMO V3.1 Data Model

Jim Metzger

Senior Analyst, Harland Financial Solutions, Inc.

January 13, 2014

MISMO Winter 2014 Summit

The MISMO Winter 2014 Summit Education Program is sponsored by:

Page 2: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Agenda

• Who we are

– Our Business

– Our Technology

• Reasons for using MISMO V3.1

• Steps Taken To Date

• Our Benefits

• Lessons Learned

Page 3: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Who we are - Business

• Harland Financial Solutions was acquired by D+H™

• We provide over 30 software solutions to the financial

services industry and serve over 6,200 clients in North

America

– Core and Servicing Solutions

– Enterprise Solutions

– Internet, Mobile Banking and Payments Solutions

– Branch Automation and Business Intelligence Solutions

– Lending & Compliance Solutions

– Mortgage Solutions

Page 4: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Who we are – Technology

• Various technology platforms in use

• Mainly Microsoft® Windows® environments

– .NET 3.5 and 4.0

– Windows® Foundation (WPF, WCF, etc.)

• Some Linux environments– Java™

• Multiple databases and storage methods

– SQL® Server

– Oracle®

– Proprietary databases and flat file systems

Page 5: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Goals for adopting the MISMO V3.1 data model

• Provide a consistent data model for all our software solutions

• Eliminate redundant development efforts

• Maximize use of internal skills and expertise

– Business Analysts: focus on content, semantics

– Engineers: focus on connectivity, structure

Page 6: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Steps Taken To Date

• Enterprise Service Bus Component

– Our products talk to the ESB using MISMO V3 messages

– The ESB talks to third party services (Credit, Flood, AUS,

ULDD, Content Management) using whatever data standard

they require

• Document Preparation Component

– Provides a single doc prep platform for all our product lines

– Leverages a core competitive advantage

Page 7: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Steps Taken To Date, Continued

• Harland Financial Solutions Specific Data Schema

– Uses “chameleon” model strategy

– Allows us to use and extend MISMO’s structure as needed

– Backed by IBM® Rational® DOORS® : a requirements

management tool

– Ability to track and manage mapping between models

• Dedicated Data Management Team

– Reviews all additions and changes to our model

– Supports data mapping for our doc prep engine

Page 8: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Our Benefits

• New functionality is available more quickly across the

organization

• Data model extensibility allows us to meet our own

requirements

• Reduction in internal confusion and mistakes

• Each mapping effort takes advantage of previous efforts

• Provides a competitive advantage in the market

• More confidence in our data integrity

• More confidence in our processes

Page 9: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Lessons Learned

• Give a small governing body responsibility and authority to

create and manage; allow a key group to review and

comment

• Provide a mechanism to concurrently support multiple data

versions

• Be inclusive: involve product and development groups and

engage more people with the MISMO community

• Be aware of initial learning curve and allow time for data

research and understanding.

Page 10: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

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Lessons Learned, Continued

• Flexibility needed as requirements and release schedules

differ by product line

• Be aware that shared changes will affect everyone, good or

bad

Page 11: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

11

Questions?

Jim Metzger

Harland Financial Solutions

425-250-7885

[email protected]

Nora Beyerle

Harland Financial Solutions

503-274-7280

[email protected]

Web Address: www.harlandfinancialsolutions.com

** This page should only include the person you want to receive actual inquiries regarding the content of the material presented.

Page 12: Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model

Winter 2014 Educational Summit & Workshops

12

Thank You to our 2014 Winter Summit Primary Event Sponsor