Now you can deliver secure payments and enterprise process capabilities

ASB - One Step Ahead with

BizTalk Server R2

Chris Robb – Practice Manager

Rob Maher – Middleware Lead

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ASB and Biztalk

• Context

• Challenges

• Approach

• Lessons learnt

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More about ASB GI

• Over NZ$5.5 billion in assets under management

• Provides Funds Management to New Zealand State Sector Retirement

scheme

• Became a Default Provider for KiwiSaver Retirement Scheme in April 2007

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What is KiwiSaver?

• Retirement Savings Scheme for New Zealanders

• Not Compulsory (yet)

• Contributions from Wages & Salaries forwarded to Fund Providers by Inland Revenue

Department (IRD)

• Contributors can choose a KiwiSaver Fund Provider, or have their funds automatically

allocated to a Default Provider

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The KiwiSaver Project

• Deliver product set that is compatible with requirements for KiwiSaver

– Entry/Exit Requirements

– Taxation Rules

• Deliver ability to accept contributions from IRD on behalf of contributors

• Meet strict regulatory deadlines

• Develop a real time messaging interface with the Inland Revenue

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ASB Technology Solutions

•Software Solutions Provider to ASB Group employing 350 staff

• Increasing number of projects and applications

•Business wants more, faster, cheaper…

A new approach needed!

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SOA Project Goals

• Application renewal

• Speed

• New development model

• Secure and Standards based

• Increase business confidence

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SOA Project Scope

• Implement a middleware solution across the enterprise connecting

all applications

• Provide the governance, environment and education to ensure its

use

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SOA Project Outcomes

• No silver bullet

• BizTalk Server

• WCF Service Framework

• Team

• Governance

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SOA Lessons Learnt

• Executive buy-in

• Raised as project

• Team

• Scope

• Governance

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KiwiSaver Technical Challenges

• AS2

• B2B Messaging

• PKI Environment

• Guaranteed delivery

• Integration with Fund Registry System

• Fixed timeframe

• Visibility of messages and process

• Financial Reconciliation

• Changing Requirements

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Areas of R2 that Addressed Challenges

• AS2 Adapter

• BAM Interceptor

• WCF Adapter

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AS2 Adapter

• Easy configuration

• Drummond Certified

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BAM WCF Interceptor

• Integrate services with BizTalk

• BAM without BizTalk

• Custom coded interceptor configuration provider

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WCF Adapter

• Native communication with WCF services

• Easy Publish / Consume wizard

• Re-Use existing WCF behaviors

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Benefits of BTS

• Development speed

• React quickly to change, mapping etc

• Visible process

• BAM for process visibility

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KiwiSaver Solution

Fund Registry System

Middleware Environment

Mainframe Banking

Environment

BizTalk

Environment

Service

Framework

BPM

Suspense

Account

IRD

Funds / Holdings

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KiwiSaver Messaging

IRD ASB

• Register Member

• Member Details Update

• Payment

• Refund Request

• Control Totals

ASB IRD

• Notification of Membership

• Member Details Update

• Refund Acceptance

• Control Totals

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Reconciliation

Mainframe Banking Environment

BizTalk

Environment

BPM

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BAM

• BizTalk Exception Management

• Duplicate Messaging

• BAM Interceptor

• Reconciliation

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BAM Portal

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AS2 Message Viewer

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KiwiSaver Progress

• Passed Initial Testing with IRD

• In UAT

• Final Testing with IRD

• Production 1st October 2007

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BizTalk Lessons Learnt

• Governance is crucial

•“Unofficial” documentation

• Operations are still difficult

• Leverage the relationship with Microsoft

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TAP Program

• Input into Product features

• Quick turnaround of issues

• Product Team time

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Recap

• KiwiSaver goals and context

• Challenges

• Approach

• Lessons learnt

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What’s Next?

Now you can deliver secure payments and enterprise process capabilities

Questions?