The European Composite Application Road Show is a series of pilot Microsoft conferences that bring together System Integrators, ISV’s and customers of all industries. With the help of the Microsoft field Architects the destinations included: Finland, Ireland, and Spain.
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
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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
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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