This document discusses Microsoft's vision and strategy around service-oriented architecture (SOA) and integration. It outlines how Microsoft platforms like .NET 3.0, Windows Workflow Foundation, and BizTalk Server enable the development of composite and integrated applications using SOA principles. The document also provides examples of how major financial institutions are using Microsoft technologies in mission-critical applications.

1. Service Oriented Architecture & Integration Strategies Mike Walker – Architecture Strategist Architecture Strategy

8. Microsoft is focused on the financial services industry Enables development of re-usable business services across more than one channel to provide consistent customer experience Addresses organization’s complex web of compliance, privacy, regulatory needs, credit management, fraud controls and operational risk Streamline end-to-end process from client prospecting thru ongoing relationship management Enables all participants in the insurance process to connect with each other including end customer Consolidate and commonize payment processing, financial messaging and archiving operations A strategic approach to renewing core systems in a phased strategic manner. Enabling reduced risk, leverage component based architecture and best of breed partners Focus on improving trade efficiency and effectiveness Branch (Teller & Seller) ATMs Internet Call Center Loan Origination Mobile Customer Knowledge Channel Renewal Risk Management & Compliance Insurance Value Chain Payments Advisor Platforms Core Banking Investment Management Doc Mgmt & Records Retention Business Continuity Management Risk Analytics Security and Privacy Management Audit & Controls Channel Sales & Service Product Development Underwriting Core Policy Systems Claims Processing Payments Services Factory Payments Delivery Channels Clearing and Settlement Treasury and Cash Management Advisor Desktop / Portal Advisory Management Company & Industry Provided Service Lending Systems Credit Decisioning Statement Production Deposit Systems Corporate and Wholesale Banking Client Data File Investment Analytics Investment Services Trade Floor in-a-box Trade Compliance Priority focus areas for FY08 programmatic build out Reinsurance Priority focus areas for FY08 execution as per WWSMM

9. SOA In The Real World Incremental Delivery Business drivers “ The Middle-Out Approach” Expose Compose Consume

10. Service Analysis Service Development Service Testing Service Provisioning Service Operation Service Consumption Service Change Management Service Decommission Governance

12. A Common Architecture for Connectivity and Collaboration SOA Capabilities Systems Management Server Microsoft Operations Manager Windows System Update Service Microsoft Operations Framework Integrated Management & Governance Messaging / Services Web Services (WCF/Indigo) BizTalk Server & Adapters Host Integration MSMQ User Interaction WPF (Avalon) Office System ASP.NET Windows Forms Smart Clients Compact Framework Live Meeting SharePoint Groove Workflow / Process Windows Workflow Foundation (WF) BizTalk Server Office System Business Applications Identity and Access Card Space Active Directory MIIS Host Integration Server Authorization Mgr Data SQL Server 2005 Analysis Services Reporting Services Integration Services Business Applications Integrated Tools & Modeling

15. Enabling SOA with the Microsoft Platform

18. Motion Phase 1 Establish Project Context Task A: Generate Level 1 Capability Map Task B: Generate Level 2+ Capability Map Task C: Develop Project Objectives Statement Task D: Create Project Context Document Task E: Perform Capability Performance Assessment Task F: Evaluate Resources and Commitment Task G: Complete Phase Checklist and Create Deliverables Status Grid Workshop: Gate 1 – Decide Whether to Proceed with Project Phase 2 Capture Business Architecture Task A: Kick-off Project with Entire Team Task B: Gather Documentation on Existing Business Views Task C: Assess Financial Information Task D: Reconcile Business Views to Project Objectives Task E: “Go In” – Map Capabilities Below Level 2 Relevant to Project Context Task F: “Go Up” – Connect Operations Capability Levels 1 and 2 to Project Context Task G: “Go Out” – Connect Environmental Constituent Capabilities to Project Context Task H: “Go Down” – Cross Reference Capabilities to Organizational Units, Business Objectives and Financials Task I: Complete Phase Checklist and Update Deliverables Status Grid Gate 2: Check Completeness of Operational, Environmental, and Financial Framing: Off-Ramp Phase 3 Complete “As-is” Business Architecture Task A: Identify and Document Capability Connectors Relevant to Project Context Task B: Identify and Document Capability Service Level Expectations Relevant to the Project Context Task C: Reconcile Business Architecture with People, Process/Procedure, and Technology Views Task D: Complete Phase Checklist and Update Deliverables Status Grid Workshop: Gate 3 – Understand Business Architecture Phase 3 – Complete “As-is” Business Architecture: Off-Ramp Phase 4 Recommend Next Step Task A: Identify Improvement Leverage Points and Improvement Impediments Task B: Select Appropriate Improvement Model Task C: Develop Next Step Recommendation Task D: Project Opportunity Statement Risk Identification Task E: Complete the Phase Checklist and Transition Project Team Task F: Deliver Final Project Recommendation Deliver Final Project Recommendation Understand Business Architecture Check Completeness of Operational, Environmental, and Financial Framing Decide Whether to Proceed with Project

19. What Does A Framework Offer? Service Oriented Architecture Service Capabilities Framework Requirements SCA RESTful Rails .NET 3.0 Simple Complex Breadth Depth

21. Office 2007 the next Business Development Platform Applications/Portals – complete, integrated services Clients – rich, reusable interfaces Development Tools XML, Web services Core Workspace Services Operating System Services ASP.NET ADO.NET Windows Workflow Foundation Storage Security Management Topology Site Model APIs Collaboration Enterprise Content Management People and Personalization Search Business Process Integration Business Intelligence Project Management Browsers Word, Excel, PowerPoint editors Outlook, Groove Collab. InfoPath, Word forms Excel, Visio, Access BI Project RSS Clients Mobile Devices SOAP Clients SharePoint Designer Visual Studio Data and Business Processes

25. What is .Net 3.0

26. Windows Communication Foundation

27. .NET Framework 3.0 WCF – Layered Extensible Architecture Application Service Runtime Activation and Hosting Contracts Messaging Throttling Behavior Message Contract Service Contract Policy and Binding Data Contract Error Behavior Transaction Behavior Dispatch Behavior Metadata Behavior Instance Behavior Concurrency Behavior Parameter Filtering Message Inspection WS-Reliable Messaging Channel HTTP Channel MSMQ Channel Transaction Flow Channel Named Pipe Channel TCP Channel WS-Security Channel Encoders: Binary/MTOM/ Text/XML Windows Activation Service .EXE Windows Services COM+ IIS

28. Windows Workflow Foundation Long Running & Stateful Process Implementation Flexible Control Flow Transparent Declarative Model Driven Software

29. .NET Framework 3.0 WF – Embeddable Extensible Workflow Host Application Activities Custom Activities Activity Framework Workflow Runtime Runtime Services Visual Studio Workflow Designer Custom Designers Structured State Machine Rules … Validation Compilation Serialization Visualization Transactions Fault Handling Cancellation Compensation Scheduling Instance Mgmt Loader Persistence Threads Transactions Tracking

30. Building Composite style Applications with Smart Clients Web Services & Offline/Online support Device Adaptability Tough to Deploy Heavy Footprint DLL Hell Network Dependency Poor User Experience Complex To Develop Rich User Experience Developer Productivity Responsive Broad Reach Easy Change Management Ease of Deployment

38. Enterprise Messaging & SOA Other systems Other systems Management (MOM, SMS, etc) Registry (UDDI + SQL + Services) BizTalk Server 2006 Receive Port Receive Adapter Receive Pipeline Send Port Send Adapter Send Pipeline MessageBox Persistent Store Host Host Host Business Rules Inference Engine Orchestration Message Message

41. WS-* Adoption WS-Policy Messaging Security Assurances Devices Mgmt Metadata WS-XFer / Enum Devices Profile WS-Fed WS-SecureConv WS-Security WS-Trust WS-RM WS-AT MEX WS-Discovery WS-Management SOAP / WSDL MTOM Microsoft   Intel   Sun   Dell   AMD A CA A Sonic A gSOAP  Systinet A WEBM   NetIQ    Released product  Public interop A Co-Author Only Microsoft   IBM   BEA  A Cape Clear  Systinet  Blue Titan  Rogue Wave  Sonic  IONA  Arjuna  Choreology  Apache   Tibco  Microsoft     IBM     BEA  A  A RSA    A Systinet    Apache    Layer7  A  DataPower   CA  A A SUN  SAP  Tibco  IONA  WebMethods  Nokia  Cape Clear  gSOAP  Ping ID  A   Netegrity  A A  Verisign  A A A OpenNetwork A A A  Oracle/Oblix     Microsoft   IBM  BEA  SUN   Google  Amazon  eBay  Apache   Whitemesa   gSOAP   Ricoh   Epson   HP   Xerox   Fuji-Xerox   Intel   Canon   Microsoft   Intel   Canon   BEA A WebMethods A Ricoh   Epson   HP   Xerox   Fuji-Xerox   Brother   Toshiba   Exceptional Innovation   Peerless   Microsoft   IBM A  BEA A  SAP A  Sun A Verisign A Sonic A CA A WebMethods A gSOAP 

42. How do these technologies come together in Insurance? PORTAL SharePoint Excel Services WCF & WF SQL Server & Analysis Services BizTalk Server WS Third Party Relationships: Credit, MERS, etc. Existing Systems & Workflow Agents, Policy Admins, Underwriters

44. Making it Real with Proven Solution Architectures

53. Lessons learned from our Customers First evaluate how a Service Oriented Architecture can improve IT Operations Select tools, platforms and technologies that support advanced Web services Reliable, secure, scalable Web service solutions are real today Focus on ease of development, flexibility of infrastructure, and maintenance costs

54. How can Microsoft help with Regulatory Compliance & Governance

57. Powerful IDE Integration with Meta-Data Repository

64. Microsoft Patterns & Practices http://msdn.microsoft.com/practices/ Financial Services Architecture Guidance http://msdn.microsoft.com/FinServArch MSDN Solution Architecture Center http://msdn.microsoft.com/architecture Architecture Journal http://www.architecturejournal.net

67. 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