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

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 3

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 4

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*

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 5

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).

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 6

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 7

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 8

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?

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 9

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 10

First generation interface repository

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 11

First Generation Interface Repository� Passive management of interface metadata.

� Interface catalog

� paper based,

� Excel,

� commercial repositories, etc.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 12

First Generation Interface Repository, Meta-Model

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 13

First Generation Interface Repository, Architecture

� Two main components:

� Interface Dictionary

� Reporting

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 14

� 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

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 15

Second generation interface repository

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 16

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 17

Second Generation Interface Repository, Interface Life Cycle

� Main states in the life of an interface.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 18

Second Generation Interface Repository, Meta-Model

� Management not only of providers but also of consumers.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 19

Second Generation Interface Repository, Common Architecture

� Additional components:

� Process engine.

� Quality assurance.

� Portfolio management.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 20

Second Generation Interface Repository, Problems

� Problems:

� SOA bureaucracy.

� Resistance to SOA bureaucracy.

� Integration with other repositories.

� Gap between design and implementation of services.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 21

Third Generation Interface Repository

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 22

Third Generation Interface Repository

� Elements:

� Management of interface metadata.

� 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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 23

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

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

� Infotype (infotype dictionary).

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 24

Third Generation Interface Repository,Common Architecture

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

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 25

� Problems:

� Integration.

� Gap between interface design and implementation.

Third Generation Interface Repository, Problems

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 26

Fourth Generation Interface Repository

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 27

Fourth Generation Interface Repository,Model Driven SOA Repository

� Elements:

� Management of interface metadata.

� 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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 28

Fourth Generation Interface Repository, Common Architecture

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 29

Interface Management System, Plan

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

interface repository

Third generation

interface repository

Fourth generation

interface repository

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 30

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 31

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 32

Questions?

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 33

Backup

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 34

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-

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 35

Second Generation Interface RepositoryInterface Portfolio Management

high change rate low change rate

low reuse

high reuse

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 36

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 37

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 38

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 39

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.

Produced by: Tarmo Ploom Date: 22.11.2006 Slide 40

Fourth Generation Interface Repository, Meta-Model

� Separation between:

� Platform Independent Model (PIM)

� Platform Specific Model (PSM)

Platform Independent Model Platform Specific Model