2 Using A Little Architecture

Using Architecture

Developing passion through vision & innovation

“One world | one purpose | one team”

“Segment by risk, manage by exception”

“Unlocking the Value of Content Bound by the Title’s Cover”

®®

Gartner Architecture Framework

Technical Standards Technology components Technology lifecycle Infrastructure, security & systems management

Systems & software products

Data interchange protocols System integration map Physical data stores

Detailed Processes L4-6 Guidelines Standards Business rules

Physical

Technical reference model Infrastructure design rules Technology patterns Technology services

Business systems (people, process & data) Functional requirements Business Services Boundaries models

Data design rules Logical data model Information flow map

Processes L 1-3 Organisation Policy Constraints

Logical

Technology principles Application principles Information principles Integration requirements Conceptual data model Subject areas Data stewardship (accuracy & ownership)

Business strategy Product strategy B. Scorecard

Objectives Roadblocks KPIs

Business initiatives

Conceptual

Technology (Infrastructure)

Application (Solutions)

Information Business Perspective

Roadmap Projects = Target Architecture (logical) - Current Architecture (physical)

Enterprise Architecture Models

Perspective Business Information Application (Solutions)

Technology (Infrastructure)

Conceptual

L0 Business Model -People perform processes collecting data to fulfil downstream dependencies

1. Information must be consistent, timely and accurate; as such the quality of information should be continuously monitored and improved.

1. Business applications will exist as independent components and communicate via services that are exposed by the middleware.

1. All applications will conform to the technology reference architecture and standards.

2. Middleware technology will be used to define the navigation between system services, so they can be re-used by other applications.

Logical

L1-3 Business Process

Technical Reference Model

Physical

L4-6 Business Process


Manage

Corporate

Strategy

Manage

Workplace

Safety

Administer

System

Compliance

Manage the

Programme

Support Activities

Primary Activities

Management & Administration Services

Human Resource Management

IT Services

Value S

ervices

Financial Management Services

Provide

Compensation

Administration

Pro

duct

Period

Lo

ca

tion

Custom

er

Company

KPI

Measure

Fam

ilyBra

nd

Month

Day

Year Division

Department

Op Co

Channel

Section

Segm

ent

Client

Re

gio

n

Co

un

try

Po

stc

od

e

Pro

duct

Period

Lo

ca

tion

Custom

er

Company

KPI

Measure

Fam

ilyBra

nd

Month

Day

Year Division

Department

Op Co

Channel

Section

Segm

ent

Client

Re

gio

n

Co

un

try

Po

stc

od

e

Data

Customer

Product

Early Notification (FNOL)

Adaptor

3r Evolution(package)

Rules Engine I

Adaptor

Build

e-file

Adaptor

TRIM(package)

MQ Integrator

Middleware Infrastructure

Case Management

Adaptor

Build

Claims Administration

Adaptor

ACCtion(legacy)

Adaptor

Build

Rules Configurator

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

HP-UX/NT/Windows

Oracle

Visual C++

Iona Orbix+

Java

MQ Series

Entire X

OS/390

Adabas

Natural

MQ Series

HP-UX/Window

Oracle

J2EE

MQ Series

HP-UX

J2EE

MQ Series

Windows

SQL Server

MQ Series

Lotus Notes DB

Lotus Script

MQ Series

HP-UX

.NET


Adaptor


Rules Engine I

Adaptor

Build

e-file

Adaptor

TRIM(package)

MQ Integrator


Case Management

Adaptor

Build


Adaptor

ACCtion(legacy)

Adaptor

Build

Rules Configurator

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =


Adaptor



Adaptor


Rules Engine I

Adaptor

Build

Rules Engine I

Adaptor

Build

e-file

Adaptor

TRIM(package)

e-file

Adaptor

TRIM(package)

MQ Integrator


Case Management

Adaptor

Build


Adaptor

ACCtion(legacy)

Adaptor

Build

Rules Configurator

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

MQ Integrator


Case Management

Adaptor

Build

Case Management

Adaptor

Build


Adaptor

ACCtion(legacy)


Adaptor

ACCtion(legacy)

Adaptor

Build

Rules Configurator

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

HP-UX/NT/Windows

Oracle

Visual C++

Iona Orbix+

Java

MQ Series

Entire X

OS/390

Adabas

Natural

MQ Series

HP-UX/Window

Oracle

J2EE

MQ Series

HP-UX

J2EE

MQ Series

Windows

SQL Server

MQ Series

Lotus Notes DB

Lotus Script

MQ Series

HP-UX

.NET

Middleware Broker



Adaptor

CRM

Rules Engine I

Adaptor

CASE


Adaptor

CMS

Rules

Dbase

Adaptor

Rules

Configurator

Local

Rules Engine

Rules Configurator

Case Management

Adaptor

Rules

Engine

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

e-file

Adaptor

ERDMS

Middleware Broker



Adaptor

CRM


Adaptor

CRM

Rules Engine I

Adaptor

CASE

Rules Engine I

Adaptor

CASE


Adaptor

CMS


Adaptor

CMS

Rules

Dbase

Adaptor

Rules

Configurator

Local

Rules Engine

Rules Configurator

Case Management

Adaptor

Rules

Engine

Case Management

Adaptor

Rules

Engine

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

XMLHeader

Source =

Transaction ID

= Claim ID

Date =

Data

Medical only =

e-file

Adaptor

ERDMS

e-file

Adaptor

ERDMS

Data

WarehouseClaims

Management

Directory

Segment

& Profiling

Workflow

Data

Warehouse

MS Office

Case

Management

MS Office

Case

Management

Risk Management

Ru

les

Ad

min

istr

ato

r

Ru

les

Co

nfig

ura

tor

Me

ssa

ge

Se

rvic

es

Cla

ims

An

aly

st

Identify fraud

profile

Define fraud

segmentation

rules

Conduct rule

impact analysis

Establish case

management plan

Prepare rule test

cases

Maintain standard

rule parameters

Define risk

assessment

message flow

Test risk

assessment

message

Deploy fraud rule

sets (test)

Test new fraud

segment rule set

Deploy production

rule set &

parameters

pass test

[pass test]

[pass test]

[fail test]

ne

w a

ttrib

ute

s

[fail test]

Accident

Finance

Activity

Communication

Hazard

Claim

Policy

CaseRegulation

registers

granted

performed by

manages

covers

compensates

earns pays

generates

causes

earns

Party &

LocationPermission

specifies

fined

Enterprise Process Architecture

Risk ManagementR

ule

s

Ad

min

istr

ato

r

Ru

les

Co

nfig

ura

tor

Me

ssa

ge

Se

rvic

es

Cla

ims

An

aly

st

Identify fraud

profile

Define fraud

segmentation

rules

Conduct rule

impact analysis

Establish case

management plan

Prepare rule test

cases

Maintain standard

rule parameters

Define risk

assessment

message flow

Test risk

assessment

message

Deploy fraud rule

sets (test)

Test new fraud

segment rule set

Deploy production

rule set &

parameters

pass test

[pass test]

[pass test]

[fail test]

ne

w a

ttrib

ute

s

[fail test]

Technology Application

(Solutions)

Information Business Perspective Technology Application

(Solutions)



Enterprise Data Architecture

Accident

Finance

Activity

Communication

Hazard

Claim

Policy

Case Regulation

registers

granted

performed by

manages

covers

compensates

earns pays

generates

causes

earns

Party &

Location Licence

specifies

fined

Enterprise Business Systems Technology Application

(Solutions)


(Solutions)



Claims Business Systems

letters confirmation &

incomplete notification

Real time interface

Batch - near real time interface

Key:

M DM CASE manager query

recommended CASE manager

M DM risk assessed notification data

notification data

risk assessment risk assessment

claim

data

claim forms

notification data (all claims)

register claimant

enquiry (employer, workplace, claimant)

early time loss

injury notification

Batch - overnight interface

tasks

outcomesM DM

claim

LR

claim

status

change

Notification

Risk

Assessment

CASE

Management

Data

Warehouse

Claims

Administration

System

Accounts Payable/

Recievable System

Technology Application

(Solutions)


(Solutions)



What is a Business System?

A business system is a logical grouping of people, process & data, i.e. as represented by the intersection of the Gartner business, information and technology view points

The logical level is used to illustrate ideas, methods and techniques to accomplish conceptual goals

Defined in terms of subsystems that describe course grained functions and data

Used to define, negotiate and agree scope of architecture components

Basis for recommending candidate enhance, build, buy software solutions

aka business area or TOGAF architecture building blocks …

Telephone

Group and identify IT

initiatives

Structured Approach

Establish

Process Vision

Design Business

Process

approval ?

[approved]

Business Analysis

Workshops

cancel

1. Verify business objectives (BA & BP)

2. Determine measures & information needs (BA & BP)

3. Identify current process issues (BA & BP)

4. Verify project scope (BA & BP)

1. Prepare data model (BA & BP)

2. Determine data attributes (BA & BP)

3. Specify interface data (BA & BP)

4. Estimate data volumes (BA & BP)

Describe Data

Requirements

1. Measure cost of process issues (BA & BP)

2. Evaluate process improvements (BA & BP)

3. Determine changes to current business practice (BA & BP)

4. Establish future business changes (BA & BP)

5. Assess model flexibility (BA & BP)

1. Prepare system use case specifications (BA, & BP)

2. Draft screen prototype (BA & BP)

3. Design report layout (BA, & BP)

4. Map system interfaces (BA & IT)

5. Review specifications (BA, BM & IT)

Establish

Solution Options

KeyBM- Business Manager

BA - Business Analyst

BP - Business Participants (operational staff & specialists)

IT - Information Technology

Evaluate Process

Health

1. Design process workflow (BA & BP)

2. Specify activity requirements (BA & BP)

3. Estimate activity frequencies (BA & BP)

4. Determine activity data usage (BA & BP)

5. Define non-functional requirements (BA & BP)

Prepare

Functional

Specification

Solution Design

Workshops

1. Design solution proposal options (BA & IT)

2. Conduct impact analysis (BA & IT)

3. Establish design principles (BA & IT)

4. Determine technology architecture (IT)

5. Identify system functions or use cases (BA, BP & IT)

6. Determine priorities & delivery iterations (BA, BP & IT)

7. Estimate use case development effort (BA & IT)

8. Obtain business approval (BM or SC)

Screen Prototyping

Workshops

acceptance?

[cancelled]

[no]

[yes]Business &

Technology Managers

Design HandoverDetailed design process...

Product:Requirement Specification

40 - 300 pages

Product:Solution Proposal Report

10 - 50 pages

Product:Functional Specification

30-500 pages

[not approved]

Business Manager

or Steering Committee

Business Strategy

Business Cases

Cost Model

Benefits analysis

Project initiation

Business requirements

Architecture design

Software evaluation

Functional specification

Workshop facilitation

Management presentation

Contact

Technology architecture & solutions are justified at a strategic and financial level by preparing a business case.