Core_Components_Harmonisation--TBG17_20040310

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UN/CEFACT
TBG17
Core Component Harmonisation Presentation
Stig Korsgaard, TBG17 Chair
Alan Stitzer, TBG17 Vice-Chair
Sue Probert, TBG17 Vice-Chair
Bonn, Germany
March 10, 2004
Interim Meetings
July 2003 – London Interim Meeting
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Extensive agenda focusing on delivering the first draft set of harmonised components
Began review of and across nine submitted sets of candidates
Submission Template reviewed
Significant issues emerged relating to variations of CCTS implementation between submissions
November 2003 – Pearl River Interim Meeting
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Approved ToRs and Procedures
Completed review of and across nine submitted sets of candidates
Submission Template reviewed and improved again
Additional issues emerged relating to variations of CCTS implementation between submissions
February 2004 – Amsterdam Interim Meeting
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Submission Template reviewed and approved
Additional issues emerged relating to variations of CCTS implementation between submissions
Completed first 20 Core Components and prepared to submit to TBG Plenary for approval.
UN/CEFACT
UN/CEFACT Overview, cont’d
TBG17 2004 Schedule
• At least 4 meetings per year. Two plenary (March and September), two interim (this
year 3 -- Amsterdam, Copenhagen, Palm Beach)
• Teleconferences twice per month
August 2004 – Copenhagen
Sept 2004 – Washington, DC Forum
Dec 2004 – Palm Beach
UN/CEFACT
TBG17 Procedures (Membership)
Voting Members
• TBG WGs & Other Forum Groups
• Intl. Organisations
• Others
• Officers
General Membership
• Participants or Observers
UN/CEFACT
TBG17 Procedures
(Decision Making)
Consensus or Voting (1 per member)
Quorum 80% of voting members and
Two thirds must approve motion
Voting members expected to represent
their constituency
UN/CEFACT
TBG17 Procedures
(External Liaisons)
Organisations external to the Forum can participate and
submit via the establishment of an officially recognised
liaison to TBG17.
Such organisations can be:
• Intl Standards Organisations
• Intl or regional User Groups
• Governmental Organisations
UN/CEFACT
Current Submissions List
a) TBG Internal
• TBG1 Supply Chain (Steel Industry Procurement)
• TBG3 Transport
• TBG6 Construction (e-tendering)
• TBG8 Insurance (ACORD, eEg7, CSIO)
b) Joint UN/CEFACT & ISO
• UNTDED including WCO and UNeDocs submissions
c) External
• EAN.UCC
• OAGI
• SWIFT
• OASIS UBL
UN/CEFACT
Harmonisation Submission Procedures (1)
The workbook template distributed by TBG17 is the required
format for submissions:
• This workbook generates the dictionary entry
names based on the rules in the CCTS.
• The workbook MUST be filled out completely,
including definitions of used business terms.
UN/CEFACT
Harmonisation Submission Procedures (2)
• Scope statements are very important to assist TBG17 in
understanding the business context to which a
submission was relates.
• Additional background information such as class
diagrams, data models etc. will be helpful to assist TBG17
in getting an overall picture of the business processes.
UN/CEFACT
Harmonisation Submission Requirements
• TBG17 REQUIRES that at least one representative from a submitting
organisation be present at a meeting which is processing their submissions.
• The Controlled Vocabulary should be used in conjunction with the
submissions to ensure a consistent meaning across submissions.
– If a term exists in the controlled vocabulary, please use it!
– If a term does not yet exist, please submit it for inclusion into the
controlled vocabulary.
• With each submission, changes or additions to the controlled vocabulary are
accepted.
UN/CEFACT
Setting Expectations
• Submissions will be reviewed as often as
possible. As noted in previous slides, TBG17
meets at least 4 times per year. Twice at the
forum, and another two times each year, once in
the summer and once in the winter.
• At all meetings, we must have attendence of a
representative from each of the organisations
whose submissions are scheduled for review
• Harmonisation is likely to mean changes to
submissions and a flexible culture will be
essential to ensure success
• Harmonisation is not an exact science.
• There will ALWAYS have to be judgements
and compromises.
UN/CEFACT
Deliverables
• TBG17 approved Core Components Library
• This includes BCC, ACC, etc.
• Full audit of submissions back to submitter including feedback to
illustrate ”what happened”
• Summary of all actions taken during the meeting
• Distributed to TBG17 mailing list. Each TBG group should have a
representative on our team, this mechanism is a way to ensure
your team gets brief feedback on what happened.
• Controlled Vocabulary document
• Submission and pre-harmonisation guidance
UN/CEFACT
Submission Example
For Address ACC and BCCs
1. Look across all the submissions for common items – in this case
Address.
2. We have submissions of Address from:
• TBG6
• SWIFT
• Eurofer
• OAGIS
• TC154
UN/CEFACT
Submission Example
Combine All Submissions (1)
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Identifier
Format Code
Addressee Text
Building Number
Building Name
Street Name
Unit
Floor
Post Box
City
Country Code
Postal Code
City SubEntity
Country SubEntity
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Delivery Point
– Content Code
– Delivery Point Name
• Content
• Enumerated Content
Line One
Line Two
Post Code
Unstructured Max_140
Address Type Code
Mailing Indicator Yes No Indicator
UN/CEFACT
Submission Example
Combine All Submissions (2)
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Registration Indicator Yes No Indicator
Temporary Indicator Yes No Indictaor
Block Max 35
Building Identification Max 35
Building Name
Country Code
Country Identification Max 35
District Name Max 35
Floor Max 16
Lot Max 35
Mail delivery Sub Location Max 35
Post Code identification Max 15
Post Office Box max 15
Region Identification Max 36
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State Max 35
Street Name Max 35
Street Building Identification Max 35
Suite Identification Max 35
District Subdivision Identification Max 35
Location
Building Name
Street Name
District Name
District Sub Division Name
City Name
Postal Zone
State Province Name
Country ID
Address Line
Country ID
UN/CEFACT
ADDRESS ACC
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BCCs
Identifier
Format
City Name
Post Code
Additional Street
Delivery Point
Block
Building Number
Department
Door
•Floor
•Inhouse Mail
•Address Line 1
•Address Line 2
•Address Line 3
•Address Line 4
•Address Line 5
•Plot
•Post Office Box
•Street
•Wing
Associations
Country
Country Sub-Division
Geo Coordinate
Status
Preference
UN/CEFACT
Next Step – Discussions
1. Each of the submissions are discussed in detail with
the attendees
2. Definitions are checked against OED and
Dictionary.com
3. Semantically similar concepts are combined
4. Dictionary entry names are adjusted to be more
generic (if possible)
5. Definitions are clarified where needed
UN/CEFACT
Next Step – Mapping
Each of the original submissions are mapped to the “new”
entry in the Core Component library along with comments
recording what happened.
UN/CEFACT
Next Step – Feedback to Submitters
1. A report is generated detailing what happened with
the submission.
2. A summary of this report is emailed to the TBG17
mailing list highlighting changes and additions to
the library and Controlled Vocabulary.
UN/CEFACT
Tentatively Approved ACC Core Components
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Account
Address
Country
Country Sub-Division
Geo Coordinate
Organisation
Location
Person
Communication
Communication Number
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Preference
Period
Contact
Status
Registration
Relationship
Event
Tax Fee
Dimension
Range
Calculation
UN/CEFACT
ACCOUNT
Associations
BCC’s
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Identifier
Status
Name
Currency Code
Distinction Code
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Status
Country
Person
Organisation
UN/CEFACT
Country
BCC’s
• Identifier
• Name
Associations
• N/A
UN/CEFACT
Country Sub-Division
BCC’s
• Identifier
• Name
Associations
• N/A
UN/CEFACT
Geo Coordinate
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BCC’s
Identifier
Altitude
Latitude
Longitude
Direction
Associations
• N/A
UN/CEFACT
Organisation
BCC’s
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Identifier
Name
Legal Status
Business Type
Established Date
Count
Unit Name
Code
Associations
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Account
Location
Organisation
Contact
Tax Fee
Relationship
Registration
UN/CEFACT
Location
BCC’s
• Identifier
• Name
• Numeric
Associations
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Geo Coordinate
Address
Location
Organisation
Contact
Tax Fee
Relationship
Registration
UN/CEFACT
Person
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Identifier
Full Name
Given Name
Nickname
Middle Name
Family Name
Previous Name
Title
Salutation
Family Name Prefix
Suffix
Birth Date
Death Date
Marital Code
Gender Code
Age
Characteristic
Language
BCC’s
Associations
• Location
• Country
UN/CEFACT
Communication
BCC’s
• URI
• Indicator
• Instant Messenger
Associations
• Communication
Number
• Address
• Preference
UN/CEFACT
Communication Number
BCC’s
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Number
Extension
Country Dialing Code
Area Dialing Code
Dial Number
Type Code
Exchange
Access
Associations
• Preference
UN/CEFACT
Preference
BCC’s
• Preferred Indicator
• Priority
Associations
• Period
UN/CEFACT
Period
BCC’s
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Measure
Indicator
Text
Start Date Time
End Date Time
Associations
• Period
UN/CEFACT
Contact
BCC’s
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Identifier
Job Title
Responsibility
Department
Associations
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Person
Organisation
Communication
Preference
UN/CEFACT
Status
BCC’s
• Status Code
• Status Reason
• Date Time
Associations
• Period
UN/CEFACT
Registration
BCC’s
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Code
Date Time
Text
Measure
Indicator
Numeric
Associations
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Status
Period
Country
Country Sub-Division
UN/CEFACT
Relationship
BCC’s
• Code
• Text
Associations
• Period
UN/CEFACT
Event
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BCC’s
Identifier
Date Time
Code
Text
Numeric
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Associations
Location
Person
Organisation
Period
Status
UN/CEFACT
Tax Fee
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BCC’s
Identifier
Date Time
Amount
Code
Text
Numeric
Quantity
Associations
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Location
Country
Country Sub-Division
Period
Status
UN/CEFACT
Dimension
BCC’s
• Measure
Associations
• N/A
UN/CEFACT
Range
BCC’s
• Measure
Associations
• N/A
UN/CEFACT
Calculation
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BCC’s
Amount
Quantity
Numeric
Text
Code
Date Time
Associations
• N/A
UN/CEFACT
Questions?
UN/CEFACT
SIMPLE, TRANSPARENT AND EFFECTIVE PROCESSES
FOR GLOBAL BUSINESS.
UN/CEFACT
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