1 Leveraging Technology Bob Clark, MISER Development Director Tom Kuhn, MISER DeskTop Development Manager MISER Technical Strategy • Deliver a user experience that encompasses: • • – Tablets – Desktops Employ Cohesion as the common message portal. Develop common services to deliver content across all platforms. 3 MISER Technical Strategy (cont.) Deliver a modular role-based tablet solution: • Provide technology innovation through the use of MVC and HTML5. • Focus on security. • Deliver seamless integration. • Make it easy to use and reliable. • Deliver to market quickly. • Use reusable business objects. 4 MISER Technical Strategy (cont.) Deliver a desktop solution that will combine all desktop products within a single framework: • Provide a newly designed user interface • Focus on security • Deliver seamless integration • Improve sales and contact management support • Deliver a consistent user experience • Make it easy to use and reliable • Include workflow, authoring toolkit • Provide seamless access to FIS solutions through single sign-on • Provide technology innovation through the use of MVC and HTML5 • Deliver to market quickly • Use reusable business objects 5 MISER Technical Strategy (cont.) Make MISER the most efficient and easiest to use solution for our clients: • One installation package to install all separately licensed desktop applications • One location to set up users and define roles for all MISER applications • One location to define stations • One location to define products • One location to define rates 6 HOW DO WE GET THERE? MISER Technical Strategy MISER Current Architecture ATM Switch Integrations Integrations Integrations TCP/IP SOAP CCF TX-Server Cohesion Telnet CCF Telnet CCF Integrations Telnet Telnet Telnet Secure Telnet ATM MISERNET MISERNET VBTP ATM Online TPSL ATM DB MIS DB Attachmate Databridge BI DB BI Data Marts 8 MISER TECHNICAL STRATEGY MISER BRANCH AUTOMATION CURRENT ARCHITECTURE Branch Automation (ASP, COM) FAA XML ATM Switch Integrations Integrations TCP/IP IIS-Server Integrations TX-Server SOAP Cohesion CCF Telnet CCF ATM MISERNET ATM Online Integrations Telnet CCF VBTP Telnet Telnet Telnet Secure Telnet MISERNET TPSL 9 MISER TECHNICAL STRATEGY MISER DESKTOP – PHASE 1 AND 2 View (HTML5) MVC – Model and Controller IIS FAA XML ATM Switch Integrations Integrations TCP/IP TX-Server Integrations SOAP Cohesion CCF Telnet CCF ATM MISERNET ATM Online Integrations Telnet CCF VBTP Secure Telnet Telnet Telnet Secure Telnet MISERNET TPSL 10 MISER TECHNICAL STRATEGY MISER DESKTOP – PHASE 3 View (HTML5) MISER Branch Automation MISER Workflow/Authoring MISER Business Intelligence MISER Administrator MISERStudio SmartCOLLECTOR SmartWRITER IIS Server Controller Controller Model Model WSDL Integrations Secure Telnet CCF WSDL Cohesion Secure Telnet CCF ATM MISERNET ATM Online Secure Telnet VBTP Secure Telnet MISERNET TPSL 11 WHAT CHANGES WILL BE AVAILABLE THIS YEAR? TABLET MISER TECHNICAL STRATEGY MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES • New Client • New Account Opening (checking, savings, certificates) • New Account Funding • Signature Capture • Electronic Document Support • E-mail Account Confirmation • Limited Monetary Transaction Processing 14 MISER Technical Strategy MISERStudio – Virtual Sales Desk – Key Features • New Client 15 MISER Technical Strategy MISERStudio – Virtual Sales Desk – Key Features • New Client • New Account Opening (checking, savings, certificates) 16 MISER Technical Strategy MISERStudio – Virtual Sales Desk – Key Features • New Client • New Account Opening (checking, savings, certificates) • New Account Funding • Signature Capture 17 MISER Technical Strategy MISERStudio – Virtual Sales Desk – Key Features • New Client • New Account Opening (checking, savings, certificates) • New Account Funding • Signature Capture • Electronic Document Support • Email Account Confirmation • Limited Monetary Transaction Processing 18 MISER TECHNICAL STRATEGY MISERSTUDIO – VIRTUAL SALES DESK – KEY FEATURES • New Client • New Account Opening (checking, savings, certificates) • New Account Funding • Signature Capture • Electronic Document Support • E-mail Account Confirmation • Limited Monetary Transaction Processing 19 DESKTOP MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client-defined themes and fonts can be used to change the look of the desktop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view • Transaction replies are configurable to fit the needs of your organization • More efficient navigation is available throughout the desktop • Single Funds Calculator is included • Faster connection and response times delivered • Workflow will be available through Windows Workflow Foundation (WWF) • Built-in authoring tools will allow for ease of customer configuration (not 2013) • MSMQ elimination is included 21 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission 22 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure 23 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable 24 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop 25 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available 26 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time 27 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view 28 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view • Transaction replies are configurable to fit the needs of your organization 29 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view • Transaction replies are configurable to fit the needs of your organization • More efficient navigation is available throughout DeskTop 30 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view • Transaction replies are configurable to fit the needs of your organization • More efficient navigation is available throughout DeskTop • Single Funds Calculator 31 MISER Technical Strategy MISER Desktop – Key Features • Fields in error are highlighted immediately before submission • Tree structure menus have been replaced with a more efficient locate structure • Grids are sortable • Client defined themes and fonts can be used to change the look of DeskTop • Contextual searches are available • Multiple customer sessions can be active at the same time • Teller transactions are presented in an optimized view • Transaction replies are configurable to fit the needs of your organization • More efficient navigation is available throughout DeskTop • Single Funds Calculator • Faster connection and response times • Workflow will be available through WWF (Windows Workflow Foundation) 32 The Miser Vision – Comprehensive/Extensible 33 The Miser Vision – Comprehensive/Extensible 34 The Miser Vision – Comprehensive/Extensible 35 The Miser Vision – Comprehensive/Extensible 36 The Miser Vision – Comprehensive/Extensible 37 The Miser Vision – Comprehensive/Extensible 38 The Miser Vision – Comprehensive/Extensible 39 MISER Technical Strategy Cohesion as the one path to MISER • Security • – Fewer connection points to update as security requirements change One location to route data requests – MISER becomes the aggregator for a complete financial solution – Information can be sent/received to/from multiple sources and delivered in one message, allowing the best technical solution to be used. • Business objects – Reusable services based on business processes for all MISER applications and strategic integrations – The ability to run multiple transactions in one process – The services will be shared between all desktop applications • • • • • Account details (DRI for SV, CD, ND, Loans with POF) Add client (NC1, NC2 (personal), NC3 (corporate), CM2, CM3, CID, EMU) Update client (CM1, CM2, CM3, EMU) Add account (NSU, LK1, NA+) Account history (ND, SV, CD, NL, ML, IL, OL, CL, LY, MP, IP, OP) 40 MISER TECHNICAL STRATEGY (cont.) COHESION AS THE ONE PATH TO MISER • Future services • – Deposits (6 transactions) – Withdrawals (6 transactions) – Payments (9 – 29 transactions) – Disbursements – New loan setup – Loan modifications Benefits – Support standardized message formats (IFX, CUFX) – Reduced time to market with new solutions – Reduced support time 41 THANK YOU Bob Clark, Tom Kuhn Robert.Clark@fisglobal.com Tom.Kuhn@fisglobal.com