Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial...
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![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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/1.jpg)
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/2.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
2
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/3.jpg)
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/4.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
4
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/5.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
5
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/6.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
6
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/7.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
7
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/8.jpg)
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/9.jpg)
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/10.jpg)
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/11.jpg)
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
Nora Beyerle
Harland Financial Solutions
503-274-7280
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.](https://reader035.fdocuments.in/reader035/viewer/2022070401/56649f205503460f94c38be0/html5/thumbnails/12.jpg)
Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model
Winter 2014 Educational Summit & Workshops
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Thank You to our 2014 Winter Summit Primary Event Sponsor