interface management system: concepts and implementation

CONFIDENTIALCONFIDENTIALCONFIDENTIALCONFIDENTIAL

Produced by: Name SurnameDate: 03.11.2005 Slide 1

SOA Kongress 2006, Mainz

Interface Management SystemConcepts and Implementation

Date: 22.11.2006Produced by: Tarmo Ploom

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 2

Agenda

� Introduction Credit Suisse

� Interface taxonomy

� SOA@Credit Suisse

� Interface repositories, history

� Framework for analysing interface repositories

� First generation interface repository

� Second generation interface repository

� Third generation interface repository

� Fourth generation interface repository

� Interface repository, future

� Summary


Credit Suisse in brief

Credit Suisse is a leading global bank headquartered in Zurich.

It is focused on serving its clients in three business lines:

investment banking, private banking and asset management.

Credit Suisse is renowned for providing expert advice, holistic

solutions and innovative products to a wide range of corporate and

institutional clients and high-net-worth individuals globally, as well

as retail clients in Switzerland.


Assets under Management of selected financial services companiesAs per March 31, 2006 (CHF billion)

*as per December 31, 2005**as per February 28, 2006

CHF/USD 1.3068CHF/EUR 1.5814CHF/GBP 2.2668

2,652

2,012

1,997

1,991

1,960

1,683

1,554

1,371

1,255

1,141

1,056

866

853

827

759

758

746

719

695

680

UBS*

State Street

Barclays*

Allianz Group*

Fidelity Investments

AXA*

Credit Suisse Group

Deutsche Bank*

Vanguard Group**

JP Morgan Chase

Mellon Financial Corp.

ING Group*

Northern Trust

Morgan Stanley**

Merrill Lynch

Citigroup

Goldman Sachs**

Aviva*

Prudential Financial*

BNP Paribas*


Interface taxonomie

� CS language:

� Event: fire and forget style asynchronous communication.

� Service: request and response style synchron communication.

� Bulk: Bulk data transfer (>100 MB).

� Interface: abstraction of communication (not grouping).


SOA@Credit Suisse� Services:

� ca 900 public services.

� 47% reuse.

� 12 million transaction per day.

� Events:

� ca 38 000 queues.

� 15 – 20 million transactions per day.

� Bulk:

� 25 000 files.


Implementation, history

� 1991 – 1999, Client/Server Banking System:

� Two tier approach.

� Paper based interface management.

� First interface repository (1997 – 2001):

� First generation interface repository for service (CORBA) interfaces only.

� PHP/MySQL based.

� Second interface repository (2002 – 2006):

� First generation interface repository for service (CORBA) interfaces only.

� MOF 1.3 based, JAP platform.

� Paper based SOA governance processes.


Implementation, problems from past

� How to manage SOA landscape consisting of thousands of interfaces?

� Who are active consumers of interfaces?

� What interfaces are deployed and used in production?

� Decomissioning of interfaces?

� How to make SOA governance less bureaucratic?

� Integration of interface repositories with other repositories.

� Integration of interface development with interface repository.

� How to bridge gap between interface design and implementation?


Framework for analysing interface repositories

Management of interface metadata

(classical interface repository)

SOA Governance

(engineering, decomissioning, etc.)

SOA IDE

(Integrated Development

Environment)

Model

Driven SOA

First generation

interface repository

Second generation


Third generation


Fourth generation



First generation interface repository



SOA Governance


SOA IDE


Environment)

Model

Driven SOA

First generation


Second generation


Third generation


Fourth generation



First Generation Interface Repository� Passive management of interface metadata.

� Interface catalog

� paper based,

� Excel,

� commercial repositories, etc.


First Generation Interface Repository, Meta-Model


First Generation Interface Repository, Architecture

� Two main components:

� Interface Dictionary

� Reporting


� Problems

� What if there are more than 1000 or more interfaces?

� Who are active consumers of an interface?

� What interfaces are deployed and used in production?

� SOA standards enforcement?

� SOA long term direction?

First Generation Interface Repository, Problems


Second generation interface repository



SOA Governance


SOA IDE


Environment)

Model

Driven SOA

First generation


Second generation


Third generation


Fourth generation



Second Generation Interface Repository

� Elements:

� Management of interface metadata.

� Active semi-automated SOA governance processes.

� Interface portfolio management.

� SOA governance processes:

� Interface engineering.

� Interface decomissioning.

� Interface migration.

� Interface usage.


Second Generation Interface Repository, Interface Life Cycle

� Main states in the life of an interface.


Second Generation Interface Repository, Meta-Model

� Management not only of providers but also of consumers.


Second Generation Interface Repository, Common Architecture

� Additional components:

� Process engine.

� Quality assurance.

� Portfolio management.


Second Generation Interface Repository, Problems

� Problems:

� SOA bureaucracy.

� Resistance to SOA bureaucracy.

� Integration with other repositories.

� Gap between design and implementation of services.


Third Generation Interface Repository



SOA Governance


SOA IDE


Environment)

Model

Driven SOA

First generation


Second generation


Third generation


Fourth generation



Third Generation Interface Repository

� Elements:


� Active semi-automated SOA governance processes and

� Integrated development environment.

� Integration:

� Graphical design environment.

� Design repository.

� Application portfolio.

� Log manager.

� Infotype reuse:

� Interface infotype dictionary.


Third Generation Interface Repository, Meta-Model� New concepts:

� Traceability of design artefacts (Business Object Model, Process Model, etc).

� Infotype (infotype dictionary).


Third Generation Interface Repository,Common Architecture

� Substantial complexity increase compared to the second generation interface repositories.


� Problems:

� Integration.

� Gap between interface design and implementation.

Third Generation Interface Repository, Problems


Fourth Generation Interface Repository



SOA Governance


SOA IDE


Environment)

Model

Driven SOA

First generation


Second generation


Third generation


Fourth generation



Fourth Generation Interface Repository,Model Driven SOA Repository

� Elements:


� Active semi-automated SOA governance processes.

� Integrated development environment.

� Generation of interface stubs, skeletons and code.

� Linking design to implementation:

� Software configuration management.

� IDL/WSDL/XSD/PL1/Java generator.


Fourth Generation Interface Repository, Common Architecture


Interface Management System, Plan



SOA Governance


SOA IDE


Environment)

Model

Driven SOA

First generation


Second generation


Third generation


Fourth generation



Interface Management System, Current Status

� Third Version (2007 – future)

� Interface Management System as a mean to:

� Control public interfaces of components.

� Reduce complexity of component interactions.

� Reduce costs by increasing reuse.

� Increase flexibility of Credit Suisse banking platform.

� Interface Management System with:

� Interface metadata.

� Semi automated SOA governance processes.

� Integrated SOA development environment.

� Model Driven SOA.


Interface Management System, Summary

� An Interface Management System becomes brain of the SOA strategy.

� An Interface Management System is the core instrument for:

� SOA asset management.

� SOA standards enforcement.

� SOA planning.

� SOA strategy performance measurement.

� Reducing resistance against SOA.

� Reducing entrophy of a very large software system.

� Increasing flexibility and reducing costs of a very large software system.


Questions?


Backup


Key facts and figures on Credit Suisse Group

� Credit Suisse Group’s registered shares (CSGN) are listed in Switzerland (SWX)

and as American Depositary Shares (CSR) in New York (NYSE).

� For the first quarter of 2006, the Group reported net income of CHF 2,604

million.

� As of March 31, 2006, the Group reported assets under management of CHF

1,553.6 billion.

� Total number of staff: around 63,000

� As of March 31, 2006, BIS tier 1 ratio stood at 10.8%.

� The Group’s long term ratings are:

Moody’s Aa3, Standard & Poor’s A, Fitch Ratings AA-


Second Generation Interface RepositoryInterface Portfolio Management

high change rate low change rate

low reuse

high reuse


Second Generation Interface Repository, Interface Engieering Process

� Process

� Software engineering process for interfaces.

� Control of changes and new interfaces

� Several quality gates.

� Waterfall with limited agility.

� Objective

� SOA standards enforcement.

� Design of reusable interfaces.

� Design of stable interfaces.

� Design of long living interfaces.


Second Generation Interface Repository, Interface Decomissioning Process

� Process

� Simple process with clear rules of game.

� Cleanup in operation and development.

� Objective

� Reduce number of interfaces.

� Reduce number of interface versions.

� Reduce interface consumer adaption.


Second Generation Interface Repository,Interface Migration

non-managed interfaces (not in interface repository)

managed interfaces(in interface repository)

� Transforming of existing non-managed interfaces to managed interfaces.

� Enforcing of SOA standards on existing non-managed interfaces.


Second Generation Interface Repository,Interface Usage

� Identification of interface consumers and regstraton of consumers.

� Sources for service interface usage:

� Log manager or code parsing.

� Sources for events interface usage:

� Configuration files.

� Source for bulk interface usage:

� Configuration files or code parsing.

� Identification of interfaces for reuse.


Fourth Generation Interface Repository, Meta-Model

� Separation between:

� Platform Independent Model (PIM)

� Platform Specific Model (PSM)

Platform Independent Model Platform Specific Model

interface management system: concepts and implementation

Documents

interface catalogpaper

interface design

interface taxonomiecs

tarmo ploomdate

tarmo ploom date

decomissioning of interfaces

soa governance processes

soa landscape