XML/RDF/OWL Content & Knowledge Management for

Corporate Publications

Agenda

• Introduction: SiberLogic Inc• XML-based publications in FIs• Example: Training and Reasoning-enabled

Interactive Credit Policy Manuals• History of XML publications technology• Technology overview• Return on Investment• Q & A

Introduction: SiberLogic Inc

• Vendor of SiberSafe– XML Content/Knowledge Management System

• Management of Corporate Publications• Customers

– US Army, Boeing, US Government, Cisco, HP-Compaq, Tokyo Electron etc;

– Defense, technology, manufacturing, education;

e-Finance Engagements

• Federal Reserve Board– Press Releases – Analyst Reports

• Newkirk– Customized Financial Publishing

• IFDS– Financial Information Systems

• Documentation • Training

XML Publications in FIs (1)

• Manage Regulatory Compliance Content– Compliance Policies– Compliance Procedures– Role-based Compliance Handbooks– Compliance Surveys

• Manage Marketing Communications Content– Customized Offerings– Product Prospectuses

XML Publications in FIs (2)

• Manage Analytical Knowledge – Credit Risk Assessment– Product/Service Search & Discovery

• Manage Information Systems Documentation– Technical Manuals– Training Materials– Diagnostics & Troubleshooting– Prognostics & Preventive Maintenance

XML Publications in FIs (3)

• Manage Professional Training Materials– Create Training-enabled Manuals for

• Financial Products & Services• Information Systems• Organizational Policies and Work Processes

– Develop• Training Lessons• Training Tests• Training Exercises

• Manage Public Relations Content– Press releases– Analyst reports

• Commercial lending adjudicators• Apply lending policies to a borrower• Policy manuals have 1000s pages of text• Policies evolve• New industries require new analysis• Upfront/ongoing training• Business continuity = knowledge transfer

Example: Interactive Credit Policy Manuals

Example: Interactive Credit Policy Manuals

• Develop guidelines and procedures– Business risk, financial risk, Industry risk …

• Public/private, management quality, asset base etc• Add training materials: lessons, tests, exercises• Add decision making trees, knowledge graphs

– Creditworthy borrower model based on the policies• Rule1: Every public company that issues bonds has a credit rating• Rule2: Every company that has a high credit rating is creditworthy

• Enable automated reasoning– Public (Y/N): Y; Issues Bonds (Y/N): Y; Rating? (A/B/C): A;– Inferred Conclusions:

• X has a rating• X is creditworthy

History of XML Publications

• SGML: predecessor of XML in 1970s– ISO standard for text processing– Separation of content from style– Enforced structure

• Adopted by – US DoD and DoD contractors around the world– Knowledge transfer intensive companies

• XML: easier to process format in 1990s– Data vs. text exchange– Wide industry adoption

• Interactive Electronic Manuals– Hyperlinked Table of Contents– Hyperlinked Index Table– Full Text Search with Proximity Options

• Training-enabled Manuals– Tests, lessons, exercises

• AI-enabled Manuals– Diagnostics– Prognostics– Personalized Learning Curves

History of XML Publications

When you need a CMS… Knowledge capture/transfer/retrieval processes are

inefficient– Up-to-date relevant information is hard to find– Modifications are often overwritten and lost– Annotations get lost/ignored– Review cycle is too long– Decisions are made but never get implemented– The same content is written over and over – Translation costs are high– Minor configuration changes cause major problems– Same content has to be published in many formats

XML CMS Technology

Major Feature Groups:

• Collaboration Management• Configuration Management• Knowledge Management• Publishing Management

Collaboration: Authoring

• Shared Storage• Fragmentation• Web-based Editing• Locking: check-in, check-out• Versioning: change history• Access Control

Collaboration: Review

• Reviewers don’t need special software;• Reviewers receive a document URL by e-mail;• Annotations inserted into document source;• Multiple reviewers annotate same fragment;• Real-time disposition of comments;• Document becomes a bulletin board;• Duplicates eliminated;• Merge process eliminated;

Collaboration: Workflow

• Customizable workflow model includes:– Custom task types, task states, – Custom task state transitions, roles

• Content fragments rather than whole documents attached to tasks;

• E-mail notifications automatically sent;• Assignments easily tracked by

implementers and supervisors;

Configuration: Reuse

• Cut&Paste won’t work for evolving content;• SiberSafe offers reference-based reuse;• Instant propagation of updates;• Tracking of reuse relationships• Referential integrity• Fragment-level content search

Configuration: Translation

• In-house or external translation workflow– Content fragments are assigned to translators– Translators access content over the web– Multiple translators collaborate on large docs– Translated fragments flow to reviewers

• Translation paralleled with on-going development• Savings on subsequent update translations

– Identify updated fragments– Merge translated content with un-translated– Replace untouched fragments with their old translations– Replace updated fragments with their new text

Configuration: Conditionality

• Audience Modeling– Audience Interest Dimensions– Audience Interests

• Hierarchical Audience Interests• Hierarchical Interest Tagging

– Interest/DTD Mapping– Content Variants

• Publishing many variants into many formats• Validation of variants

Configuration: Index Management

• Reuse the same index catalog • … across multiple information products;

• Eliminate errors during the index term deployment• … by letting the user choose defined index term catalog entries;

• Preserve index term mapping consistency• … when index term catalog is re-organized;

• Improve the published content readability • … by adding index-based inter-topic hyperlinks to the

electronically published knowledge bases.

Configuration: Release Management

• Content Maintenance• Many past documentation releases maintained in parallel to

mainstream documentation development

• Content Customization• Many customized documentation variants are created from a generic

documentation set;

• Content Assembly• A single documentation set is created out of components contained

in other documentation sets;

• Content Staging• Prior to being release, a documentation set is passed through a

number of “staging zones”;

Publishing

• Batch publishing• Multi-Variant publishing• Multi-Format publishing

– Printable: PDF, RTF, PPT– On-line: CHM, IETM, HTML, SCORM

• Versioning of publishing materials• E-mailing of published materials• Deployment of published materials

Knowledge Management

• Web Ontology Language (OWL) standard, 2004• RDF/OWL: XML-based knowledge format• Capture facts, develop models• Associate XML content with RDF facts• Apply AI: RDF/OWL Reasoners

– Define rules• Rule: Mary likes all tall men

– Enter facts• Fact: Tom is a tall man

– Infer conclusions:• Inferred Fact: Mary likes Tom

Knowledge Capture

• Developing OWL/RDF Schema• Adding Facts• Linking

– Facts to Topics– Topics to Facts

• Customizations

Knowledge Exploration

• Knowledge Graph Navigation• Knowledge Search Queries• Formal/informal Knowledge Links

Knowledge Reasoning

• RDF/OWL Machine Reasoning– Define rules

• Rule: Mary likes all tall men– Enter facts

• Fact: Tom is a tall man– Infer conclusions:

• Inferred Fact: Mary likes Tom

Return On Investment

• Knowledge Transfer Benefits– Accelerated Decision Making!– Reduced Operational risks!

• Knowledge Capture Benefits– Reused/Repurposed Content– Single-sourced Publishing– Eliminated Formatting– Accelerated Review Cycle– Reduced Translation Costs

Conclusion

• FIs are knowledge-intensive organizations• Business continuity requires knowledge transfer• FIs use content to facilitate knowledge transfer• XML/RDF/OWL content/knowledge

management technology allows FIs to:– Efficiently develop content/knowledge– Efficiently maintain content/knowledge – Efficiently deliver/deploy content/knowledge

For More Information

Contact SiberLogic for more information on how we can help you implement an XML Corporate Publication Workflow

sales@siberlogic.com1-(877)-SIBER-LG

www.siberlogic.comBooth #107

Q & A

Any Questions?