This document summarizes a presentation on integrating the ACORD framework for insurance enterprise architecture with The Open Group's ArchiMate modeling language. It discusses the collaboration between ACORD and The Open Group to develop an insurance industry reference model in ArchiMate. It also provides an overview of ACORD initiatives and standards, and presents a case study applying ArchiMate views to model a new business setup process using the ACORD framework. The conclusion is that further alignment of TOGAF, ArchiMate and ACORD would make their combined use even easier for insurance enterprise architects.

1. © 2010 Standard Insurance Company
Implementing ACORD with ArchiMate
Iver Band, The Standard, and Cliff Chaney, ACORD
The Open Group Conference, San Francisco, Calif.
January 30, 2012

2. © 2010 Standard Insurance Company
• Background
• Collaboration between ACORD and The Open Group
• ACORD Initiatives
• Case Study
• New Business Setup for Group Term Life Insurance
• Conclusion
Agenda
January 30, 20122
Thanks to contributors
Marija Bjekovic, PRC Henri Tudor,
Karen Lindokken, The Standard
Shane McCullough, ACORD,
Edwin van Dis, Logica

3. © 2010 Standard Insurance Company3 January 30, 2012
 Standards development organization since 1970
 Not-for-profit corporation
 Independent, objective, transparent
 Anti-trust protected
 Offices in NY & London
 60+ staff, many from the insurance industry
 Develops, manages and promotes standards…
 For agents, carriers, solution providers and
associations
ACORD

4. © 2010 Standard Insurance Company
• Financial services company
• Founded in 1906
• Our purpose:
We help people achieve financial
well-being and peace of mind.
• Expertise:
• Group Life & Disability Insurance
• Individual Disability Insurance
• Retirement Plans
• Individual Annuities
• Commercial Mortgages
• Investment advice
• Headquarters in Portland, Ore.
• 3,100 Employees
4
The Standard
January 30, 2012

5. © 2010 Standard Insurance Company
• Public Research Center Henri Tudor – Open Group member
• Luxembourg-based research & technology organization founded in 1987 with
expertise in
– Information and communication technologies
– Health care technologies
– Material technologies
– Environmental technologies
– Business organization and management
• Logica – Open Group and ACORD member
• Business and technology service company founded in 1964 and
operating in 41 countries with 41,000 employees
• Provides business consulting, systems integration and outsourcing
across all industries and business functions
Additional Contributors
5 January 30, 2012

6. © 2010 Standard Insurance Company
• Participants and their Motivations
• The Open Group
– Drive insurance industry usage of ArchiMate® in the context of TOGAF™
• ACORD
– Develop and promote the ACORD Framework for insurance EA
• Standard Insurance Company – ACORD and Open Group member
– Develop EA approach incorporating multiple frameworks
– Deepen understanding of ACORD Framework and standards
• Logica – Global Consultancy – ACORD and Open Group member
– Develop frameworks to enhance the success of insurance customers
• Public Research Center Henri Tudor – Open Group member
– Contribute to integration of major frameworks
– Study the need for further extensions to ArchiMate
Collaboration Between ACORD and The Open Group
6 January 30, 2012

7. © 2010 Standard Insurance Company
• 2011 Accomplishments
• The Open Group ArchiMate Forum establishes a Working Group (WG)
on Insurance Industry Reference Models
• After initial research and discussion, the WG chose ACORD integration
as its first priority
• The WG collaborated with ACORD Chief Architect Shane McCullough
and Senior Architect Cliff Chaney to
– Express the metamodels of ACORD Framework and standards in
ArchiMate views
– Develop a case study
– Analyze the current and likely future relationships between TOGAF,
ArchiMate and ACORD
– Develop recommendations for future work
– Write a forthcoming white paper “Integrating TOGAF, ArchiMate and
ACORD”
Collaboration Between ACORD and The Open Group
7 January 30, 2012

8. © 2010 Standard Insurance Company
ACORD Initiatives
8 January 30, 2012
Property & Casualty History
 1980s – EDI developed
 1999 – XML developed
 2004 – New version of XML
began development
 2006 – Transitioning to
Standards Framework and
ACORD Messaging Library
Life & Annuity History
 1996– Acquired standard
from Microsoft (OLE
Technology)
 1998 – XML developed
 2000 – Version 2
developed
 2006 – Transitioning to
Standards Framework
and ACORD Messaging
Library
Reinsurance History
 1980s - Joint Venture
developed EDI
 2001 - Acquired by
ACORD
 2002 – XML developed
 2006 – Transitioning to
Standards Framework
and ACORD Messaging
Library
1970’s
•P&C
Forms
1980’s
•AL3
(P&C EDI)
1998
•P&C XML
•Life
Reinsurance
2001
•Commercial
Reinsurance
•Life Forms
•Fillable Forms
1990’s
•Non-Life
Implementation
1996
•Life XML
2007 +
•Framework
•AML
•eForms

9. © 2010 Standard Insurance Company
ACORD Standards
9 January 30, 2012
 Property & Casualty
• Personal Lines
• Commercial Lines
• Surety
 Reinsurance (P&C)
• P&C Reinsurance
• Large Commercial
Lines
 Life & Annuity
• Life
• Annuities
• Health
• Group Lines
• Reinsurance
Message Model
EDI
XML
Forms
Message Model
EDI
XML
Forms
Message Model
EDI
XML
Forms
Cross Program Standards
ACORD Message Library (AML), Document Repository Interoperability (DRI),
Web Services Profile (AWSP), SOAP Framework

10. © 2010 Standard Insurance Company
 Driven by
 Increasing breadth of standards
 Global growth
 Industry consolidation
 Provides
 Model-driven standards
management
 Streamlines standards
maintenance
 Traceability & interoperability
 Reusable & extensible building
blocks
The ACORD Framework
10 January 30, 2012

11. © 2010 Standard Insurance Company
The ACORD Initiatives as ArchiMate Products
11 January 30, 2012

12. © 2010 Standard Insurance Company
Target-State Relationship Between
ACORD Framework and Messaging Standards
12 January 30, 2012

13. © 2010 Standard Insurance Company13
Case Study: Business Process View

14. © 2010 Standard Insurance Company14
Case Study: Application Usage View

15. © 2010 Standard Insurance Company
• Insurance industry enterprise architects can use TOGAF and
ArchiMate with the ACORD Framework and standards today
• ACORD’s ongoing work to align its Framework and standards is
making this combined usage even easier
• An ArchiMate UML Profile and XMI mapping would ease insurance
modeling by leveraging ACORD’s existing UML and XMI investments
• Further convergence of the TOGAF and ArchiMate content
frameworks would simplify integration with ACORD and its
counterparts in other industries
• Many opportunities exist for further collaboration between The Open
Group and ACORD
15
Conclusion
January 30, 2012
Interested in learning more?
Come to the ArchiMate Forum Open Meeting
Wednesday from 2-3 p.m.

16. © 2010 Standard Insurance Company