Tutorial for SC 32/WG 1 e-Business StandardsPrepared for:SC 32 2010 Kunming Plenary Meeting

Wenfeng Sun, ConvenorISO/IEC JTC1 SC32 WG1 (eBusiness)sunwf@cnis.gov.cn24 May 2010

StandardsStandards

JTC1 / 32N2021

ISO/IEC JTC1 SC32 WG1 e-Business Standards

ISO/IEC 14662 Information technology – Open-edi reference modelISO/IEC 15944 Information technology - Business Operational View:

• Part 1: Business Operational aspects of Open-edi for implementation

• Part 2: Registration of scenarios and their components as business objects

• Part 3: Open-edi description techniques (OeDT)

• Part 4: Business transactional scenarios - Accounting and economic ontology

• Part 5: Identification and referencing of requirements of jurisdictional domains as sources external constraints

• Part 6: Technical Introduction of eBusiness modelling

• Part 7: eBusiness vocabulary

• Part 8: Identification of privacy requirements as external constraints on business transactions

• Part 9: Open-edi traceability framework

• Part 10: Coded domains.

ISO/IEC 14662 Information Technologies – Open-edi reference model

Open-edi Reference Model

Business Operational View

Business aspects

business transactions

Information technologyaspects of

Business transactions

Functional Service View

BUSIN

ESS

TRANSACTI

Viewed as

ONS

BOV RELATED

STANDARDS

FSV RELATED

STANDARDS

of

Inter-related

Covered by

Comply with

Covered by

Comply with

ISO/IEC 14662 Information Technologies – Open-edi reference model

3rd edition (ISO/IEC 14662:2010) published in February 2010. English and French version No technical changes.

ISO/IEC 15944-1: Operational aspects of Open-edi for implementation

The multipart standard of ISO/IEC 15944 is more concrete than ISO/IEC 14662.

Characteristics of Open-edi Actions based on predefined rules; Commitment of the parties involved; Communications among parties are automated Parties control and maintain their states; Parties act autonomously; Multiple simultaneous transactions can be supported.

ISO/IEC 15944-1: Operational aspects of Open-edi for implementation

Key components of a business transaction Person(always capitalized “P”): entity, a natural or legal person,

recognized by law as having legal rights and duties, able to make commitment(s), assume and fulfil resulting obligation(s), and able to be held accountable for its action(s).

Process: series of actions or events taking place in a defined manner leading to the accomplishment of an expected result.

Data (Business transaction): representation of recorded information that are being prepared in a form suitable for use in a computer sytem.

ISO/IEC 15944-1: Operational aspects of Open-edi for implementation

Template for open-edi scenarios

……

IT-Interface Linguistic Human-Interface Equivalents SpareScope

Tag ID CodeDecision

CodeName

(English)Name

(French)Name

(Other)

(1) (2) (3) (4) (5) (6)1000 Business goal of business transaction- No external constraints)

1010 Business goal of business transaction includes external constraints)

1040 Persons (no external constraint)1041 Persons: Individual <-> Individual1042 Persons: Individual <-> Organization)

3080 ROLE ACTIONS3085 ROLE INTERNAL FUNCTION3090 ROLE DEMANDS ON OPEN-EDI SUPPORT INFRASTRUCTURE

4000 INFORMATION BUNDLE ATTRIBUTES4010 IB Identifier4020 IB Name(s)4030 IB Purpose

Published on 2002 Second edition is under development.

No significant technical changes.

ISO/IEC 15944-1: Operational aspects of Open-edi for implementation

ISO/IEC 15944-2: Registration of scenarios and their components as business objects

Principles for registration OeRI (Open-edi Registry Item) identifiers Roles and responsbilities in the management of Open-edi

registers (About the organizations) Registration authority and operations (About OeRIs) Register schema(Adoption of the ISO 19135:2005 register

schema)

ISO/IEC 15944-3:Open-edi Description Techniques

Under development Developed for years but now has a re-orientation Closely related to UMM. The project editor has been an active UMM contributor for

multiple years, and he is presently working in UN/CEFACT on a UMM specialization module that integrates many of the declarative and procedural constructs of ISO/IEC 15944-4

Draft CD3 will be discussed in this meeting Final CD3 is expected to be finished in August 2010.

ISO/IEC 15944-4: the Open-edi Accounting & Economic Ontology

Published in 2007 General view

Ontology of Open-edi concepts Use REA as an ontological framework

Economic Resource

Economic Event

Person(Economic Agent)

resource-flow

duality

from

to

General view Independent view of the Business collaboration, instead of the trader partner

view. Central concept: Open-edi Business Transaction Ontology (OeBTO)

“Formal, rule-based, specification and definition of the concepts pertaining to business transactions and scenarios and the relationships that hold among those concepts.”

Incorporates commitment exchange, in addition to information exchange Requires the use of clear and pre-defined rules, principles, and guidelines Neutral in terms of technology, representation, and application Covers all areas of business transactions The semantics of the concepts represented in the OeBTO are explicitly specified

and constrained. Declarative Component of OeBTO, & Procedural component of an OeBTO

ISO/IEC 15944-4: the Open-edi Accounting & Economic Ontology

ISO/IEC 15944-5: identification and referencing of requirements of jurisdictional domain as sources of external constraints

Objectives of Part 5 Introduction of external constraints in business transaction

modeling Address specific aspects of business agreement semantic

descriptive techniques in order to be able to support legal requirements in modeling business transactions

Present a methodology and tools for specifying common classes of external constraints through the construct of “jurisdictional domain” (with various levels and categories of jurisdictional domains)

Demonstrate that external constraints of a jurisdictional domain lend themselves to being modeled through scenarios and scenario components (already demonstrated in Annex I, Part 1)

Major Topics of Part 5 Key common requirements of jurisdictional domains include:

• that of official language(s) or if not applicable, its de facto language• that of the need to be able to differentiate when a Person in a business

transaction in the role of “buyer” is an individual • that where an individual if a party to a business transaction common

public policy requirements apply as external constraints including consumer protection, privacy protection, individual accessibility, and other rights that a “human being” has.

Focus on ensuring unambiguity in the semantic components and information bundles comprising a business transaction as these are used in the making of binding “commitments”

Extensive work on “official, de facto and “legally recognized languages (LRL)”, importance of gender in language to support semantic unambiguity, use of human interface equivalents(HIEs)

Extensive set of detailed normative and informative Annexes

ISO/IEC 15944-5: identification and referencing of requirements of jurisdictional domain as sources of external constraints

ISO/IEC 15944-6: Technical Introduction of eBusiness modelling

TR Published in November 2009 Objectives of this TR

Introduction to common understandings of Business Modeling for the inter-enterprise Business Collaborations

Modeling Guideline particularly focused on the inter-enterprise business process in a collaboration space where buyer, seller and various third party are involved

Major topics Concepts and Principles of e-Business Modeling Classification Scheme to identify the class and type of Business

Transactions Key Attributes for Classification of Business Transactions

ISO/IEC 15944-7: eBusiness Vocabulary

Objectives Published on November 2009. Single consolidated vocabulary of eBusiness concepts (their definitions and terms) as

found in the ISO/IEC 14662 Open-edi Reference Model and the existing Parts of the multipart ISO/IEC 15944 eBusiness standard (including definitions and their terms used taken from other int’l ISO standards)

Provide rules, guidelines and procedures governing the formation of definitions for concepts relevant to eBusiness and choice of associated terms as a single harmonized and integrated controlled vocabulary. This includes rules governing multilingual expandability that integrate and support cultural adaptability requirements via human interface equivalents (HIEs)

Identify the essential data elements for each entry, their rules and specifications as well as rules for ensuring quality and integrity control requirements for each entry and their interworking doing so in an IT-enabled manner.

1st edition already contains Chinese, English, French & Russian equivalents for eBusiness concepts and their definitions as well as (grammatical) gender codes for terms where applicable in a language

ISO/IEC 15944-8: Identification of privacy requirement as external constraints on business transactions

FCD ballot finished Objectives

Provide method(s), rules required to support the additional BOV specifications applicable to the recorded information in a business transaction where such is of the nature of “personal information”, i.e. pertaining to an identifiable “individual”

Provide fundamental principles governing privacy protection requirements in business transactions (external constraints perspective only)

Integrate normative and informative elements in support of privacy and data protection requirements (as already found in ISO/IEC 14662 and existing Parts of ISO/IEC 15944 into a single document (These constitute 90%+ of the CD document)

Focus on identifiable living individuals as buyers in a business transaction Link to information management life cycle (ILCM) requirements but focus on

“collaboration space” aspects and not internal behaviors of an organization or public administration (that are excluded as are Functional Service View (FSV) aspects including security services)

ISO/IEC 15944-9: Open-edi traceability framework

Working draft status. Principles and assumptions of traceability that affects

business transactions A generic traceability model Open-edi collaboration space and traceability roles of

Persons Rules and guidelines for open-edi components that is

required by the legal needs Traceability requirements as external constraints to

business transaction Templates of attributes for open-edi scenarios, roles, and

information bundle Annexes

ISO/IEC 15944-10: Coded domains

CD ballot successful Fundamental principles Rules governing rule-base and identification component of

a coded domain and its ID codes Rules for change management of a coded domain and its

ID codes Rules for specifying human interface equivalents to coded

domains Coded domain and controlled vocabularies Rules governing the registration of coded domains as re-

useable business objects IT-enablement of coded domains

sunwf@cnis.gov.cn