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Mike Walker  Architecture Strategy Team End to End Vertical Solution Scenarios
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What are Office Business Applications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],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 ,[object Object],[object Object],[object Object]
The Next OBA – Health Care ,[object Object],[object Object],[object Object]
Loan Origination Scenarios  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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
© 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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End to End Vertical OBA's

  • 1. Mike Walker Architecture Strategy Team End to End Vertical Solution Scenarios
  • 2.
  • 3.
  • 5. Anatomy of a Reference Application Pack Packaged Guidance - RAPs can be located on the MSDN OBA Architecture Site WebCasts Architecture Guidance OBA Bits
  • 6. The OBA Raps Loan Origination Systems Retail Supply Chain Management
  • 7. 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
  • 8.
  • 9.
  • 10.
  • 11. 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
  • 12. 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
  • 13. Registering Loans with MOSS 2007 Mike Walker Financial Services Architecture Strategist Architecture Strategy Team
  • 14. 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
  • 15. Rate Generation and Approval Processes Workflow Association Table Rate Alerts LOB Integration Persist to database Workflow Collections Document Library
  • 16. 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
  • 17.
  • 18. 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
  • 19. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.