BIAN with BPS Design Methodology

Transcription

1 IBM Industry Models Development BIAN with BPS Design Methodology SOA Industry Models v.8.8 IBM Industry Models

2 Table of Contents BIAN with BPS Design Methodology BIAN BIAN Service Landscape IBM Banking Process and Service Models (BPS)...3 Positioning BPS Models & BIAN Service Landscape BIAN / BPS Alignment Objective BIAN/BPS Mappings Spreadsheet APM and BIAN Service Landscape BOM and BIAN Service Landscape...4 BIAN/BPS Project Roadmap Identifying BIAN Business Scenarios Identifying BIAN Service Domains and Operations Mapping BIAN Service Domains to BPS Processes and Activities Identifying BPS fine grained Processes and Activities Customizing BPS Processes Analyzing the Scoped Process and Tasks Analyzing BPS Process Data Specifications Scoping BPS Services and Messages Customizing BPS Services and Messages Customizing BPS Services and Messages in the WSDM Customizing BPS Transfer Object Model Derive Design-Level Service Transfer Objects Derive Design-level Business Processes Exporting OPM Processes and SOA Artifacts (WSDLs/XSDs) Implementing Business Processes Implementing Services Deploying Processes and Services...13 References Licensed Materials - Property of IBM

3 BIAN with BPS Design Methodology The BIAN with BPS Design Methodology provides a description of the IBM Industry Models Banking Process and Service (BPS) Models and a method for their use in combination with the Banking Industry Architecture Network (BIAN) Service Landscape. Its purpose is to: Describe BIAN and the BPS models Detail how to use the BPS Process and Service models in combination with the BIAN Service Landscape to articulate an end-to-end methodology for solution design & implementation leveraging the BIAN Service Landscape & IBM Industry Models 1.1 BIAN BIAN is a global, open, independent and unique community where banks, software providers and system integrators are collaborating to define a common SOA framework for the banking industry. For more information on BIAN, see: BIAN Service Landscape The BIAN Service Landscape is a reference framework containing BIAN Service Domains, each of which describes a discrete business capability, organized for ease of access. The BIAN Service Landscape has 3 levels of classification for the business capabilities it describes: Business Area X Business Domain A Service Domain 1 Service Domain 2 Business Areas Group together, at a high level, a broad set of capabilities. Business Domains Collections of capabilities within the Business Area. Service Domains Unique and discrete business capabilities. Service Domain 3 Business Domain B Service Domain 4 Service Domain 5 Each BIAN Service Domain represents a generic business capability for which BIAN seeks to define the standard canonical semantic services for the banking industry. 2 Licensed Materials - Property of IBM

4 1.2 IBM Banking Process and Service Models (BPS) The IBM Banking Process and Service Models are a set of integrated models for banking and financial markets industries that address different aspects of the analysis and design of applications or integration solutions for an organization that relate to analysis and design activities of Business Process Management (BPM) and service-oriented architecture (SOA) to support the operational needs of the organization. Refer to the User guide in the IBM Banking Process and Service Models Knowledge Center: osphere/intro.html Positioning BPS Models & BIAN Service Landscape BIAN and its members believe that SOA is the best technology for internal and external interfaces to produce consistent definitions, levels of detail and boundaries through collaboration. When combined with industry-agreed IT standards, SOA will ensure interoperability, whereby different IT systems within a bank can work together as seamlessly as possible, without additional time or cost requirements for integration. IBM proposes that SOA provides both business and IT benefits: Business - flexibility provided by increased granularity of processes enabled through services, which allows separate parts of systems evolve independently. - ability to quickly create business processes and composite applications to respond to changes in the marketplace - improved customer service using services, without having to worry about the underlying IT infrastructure IT - responsiveness, based on a secure and managed integration environment - reusable services building blocks leading to decreased development cycle times - reduced complexity and maintenance costs from leveraging common services - incremental enhancement of existing IT systems, rather than wholesale replacement In recent releases of the BPS Models, a pivotal modeling activity has been the creation of a BIAN- BPS Alignment. This alignment reflects the linkage between BIAN components and BPS model elements. There are two separate alignments provided with the BPS Product, showing alignment of the BIAN Service Landscape with the BPS Analysis Process Model (APM), and with the BPS Business Object Model (BOM). 3 Licensed Materials - Property of IBM

5 2.1 BIAN / BPS Alignment Objective An objective of this document is to demonstrate the alignment between the BIAN Service Domains described by the BIAN Service Landscape, and the BPS Process and Service Models. Another objective is to demonstrate use of BIAN and the IBM Banking Models & tools in developing IT solutions. 2.2 BIAN/BPS Mappings Spreadsheet The BIAN to BPS Mappings are available for download from the IBM Industry Models Support site. The mappings are provided as a spreadsheet containing: mappings between BIAN Service Domains and APM Processes and Global Tasks mappings between BIAN Service Domains and BOM Service Capability Operations 2.3 APM and BIAN Service Landscape For a given BIAN Service Domain, a mapping to the APM provides the detailed activity flows (Processes) and atomic-level Global Tasks that describe the high level process behavior associated with a particular Service Domain. The activity flow (Process) models include the activities that are performed when the service is executed as well as the control flow and data flow defined over the set of activities. 2.4 BOM and BIAN Service Landscape The BOM describes the set of service signatures, in the form of Capability Operations that are at the same level of detail as the Service Operations defined under the BIAN Service Domains. The BOM also provides detailed structural definition in the form of class diagrams for data objects identified in the BIAN Service Landscape and modeled in the BOM. BIAN Service Operations help define the boundary of business components in the business architecture whereas the IDM services define the interfaces of IT components in an SOA solution. IDM provides a sequence diagram for composite services helping to identify the constituent atomic services and the order in which they take place. BIAN/BPS Project Roadmap The BIAN/BPS Project Roadmap provides an end-to-end set of steps which articulate the end-to-end methodology for solution design & implementation leveraging the BIAN Service Landscape & IBM Banking Process & Service Models. 4 Licensed Materials - Property of IBM

6 Process Discovery 1. Identify and model BIAN Business Scenarios 2. Identify BPS fine grained processes and activities Process Analysis 3. Customize BPS Processes Service Analysis 5. Customize BPS Services and Messages 4. Scope BPS Services and Messages Service & Process Design 6. Derive Design-level Services 7. Derive Design-level Business Processes Implementation & Deployment 8. Generate SOA Artifacts (WSDLs/XSDs) 10. Implement Services 11. Integrate Processes and Services 9. Implement Business Process 12. Deploy Processes and Services Figure 1 BIAN/BPS Roadmap 3.1 Identifying BIAN Business Scenarios The first step in an end-to-end development methodology, or Customization Roadmap, using BIAN and BPS is to identify existing BIAN Business Scenarios that match business requirements for the project. The BIAN Business Scenarios show happy paths through the business interactions between Service Domains to achieve a particular business goal. As an example, we will look at Internal Credit Transfer (refer to BIAN website: 140) and show how to use the BIAN Business Scenario definitions and BPS assets to follow the BIAN/BPS Roadmap from Identification of relevant BIAN Service Landscape elements through to Implementation of Services and Business Processes Identifying BIAN Service Domains and Operations From the modeled BIAN business scenario, identify the BIAN Service Domains required for each task. 5 Licensed Materials - Property of IBM

7 Each BIAN business scenario is modeled as a UML sequence diagram with participants as the primary service roles in the landscape. e.g. for Internal Credit Transfer the example Business Scenario uses: A Service Domain includes responsibility groups/service groups. Review the service groups for each Service Domain and identify the service operations that may be linked to Processes or Global Tasks in the BPS APM. Note: If a relevant service operation is not found in the BIAN Landscape, one can be created, if required, by following the BIAN modeling principles. However, the BIAN to BPS mappings spreadsheet maps at the level of BIAN Service Domain to BPS Process / Global Task, so it is enough to identify the in-scope Service Domains and trace the mappings to the BPS APM Mapping BIAN Service Domains to BPS Processes and Activities Examine the BIAN BPS mappings spreadsheet to identify BPS Processes and Activities related to each BIAN Service Domain identified in the previous steps. e.g. BIAN Service Domain Payment Execution mappings 3.2 Identifying BPS fine grained Processes and Activities Using modeled BIAN business scenario, and the relevant BPS Processes and Activities identified using the traceability mappings, identify all relevant BPS Processes and Activities. e.g. BIAN Service Domain Payment Execution mappings to APM Business Processes Global Tasks 6 Licensed Materials - Property of IBM

8 3.3 Customizing BPS Processes After identifying the top-level Business Processes, and related Global Tasks in scope for the project, the next step is to analyse those Processes and Tasks for relevance and completeness Analyzing the Scoped Process and Tasks Process are constructed from reusable activities connected together in a logical control flow. Analysis of these control flows is an essential part of process customization. Steps in the analysis may include: Discuss all possible beginnings and endings, sources and destinations. Name initial input stimuli and final output stimuli. Challenge each activity for validity. Rename or add new activities. Disconnect unnecessary activities. Analyze internal triggers / connectors to consider all positive, negative and neutral outcomes. Reengineer control flows considering true dependencies, how soon an activity can be performed, and parallel work streams. Annotate business logic in the gateways in documentation section. Customize layout for better readability Refer to Customizing the Analysis Process Model in the User guide, and Reviewing a BPMN process flow in the Worked Example for the IBM Banking Process and Service Models Knowledge Center: Customizing the Analysis Process Model osphere/cus_ana_pro.html Reviewing a BPMN process flow osphere/wor_ex/rev_bpm_pro.html 7 Licensed Materials - Property of IBM

9 3.3.2 Analyzing BPS Process Data Specifications Analyze input and output Item Definitions on each task Reuse predefined Item Definitions as inputs and outputs while modifying the task details. Create additional Item Definitions, following the Business Terms in the Banking and Financial Markets Business Vocabulary. Add a description for each new Item Definition introduced. Verify data attributes: In the discovery phase, these attributes are annotated in the documentation section informally. These descriptions will be used later to formally document business object requirements. While modifying the data descriptions, specify contextual data attributes. Note that the same business term might be reused in different activities, with each activity using different subsets of attributes. Refer to Reviewing the data specifications for a process in the Worked Example for the IBM Banking Process and Service Models Knowledge Center: Reviewing the data specifications for a process: osphere/wor_ex/rev_dat_spec.html 3.4 Scoping BPS Services and Messages Service scoping is a process of identifying all the required and related BOM, IDM & SDM elements based on the identified business processes and tasks in the previous step. Scope out project level BOM/IDM/SDM elements from the enterprise level analysis and design models. Validate the scoped models. Typically this scoping is done by a project lead, and is not required by all the members of the service analysis and design team. Refer to Customizing the Business Object Model in the User guide and Identifying service capability operations in BOM in the Worked Example for the IBM Banking Process and Service Models Knowledge Center. For model validation, refer to Validating Industry Models in RSA in the Industry Model utilities section. Customizing the Business Object Model osphere/cus_bus_obj.html Identifying service capability operations in BOM osphere/wor_ex/id_ser_cap.html 8 Licensed Materials - Property of IBM

10 Validating Industry Models in RSA osphere/too_gui/val_im_rsa.html 3.5 Customizing BPS Services and Messages For each APM Business Process or Task, identify a BOM business capability operation that describes how the activity is performed as a Service. If a required business capability operation is not defined in the BOM, create a new one. A business capability operation in BOM is realized by a service operation in the design-level Web Services Design Model (WSDM). For each business capability operation, identify the service operation. Create a new service operation if necessary. While creating a new capability or service operation to realize a specific task, identify the component and interface for implementation. Always perform incremental scoping wherever possible, before a creating a new element in the scoped model. Refer to Creating and customizing service capability operations in BOM in the Worked Example for the IBM Banking Process and Service Models Knowledge Center: Creating and customizing service capability operations in BOM osphere/wor_ex/cre_cus_ser.html Customizing BPS Services and Messages in the WSDM If a service operation needs to be expanded to service choreography, identify a collaboration corresponding to the operation in the WSDM model. BPS models provide a number of fine grained service operations orchestrated to build a composite service. If a collaboration is not available follow the BPS model structure to develop a new collaboration diagram to depict the composite service. Link the collaboration diagram to the service operation though a realization UML relationship. Follow the input and output parameters of the service operation to identify the parameter objects. Refer to Customizing design models in the User guide for the IBM Banking Process and Service Models Knowledge Center: Customizing design models /InfoSphere/cus_des_mod.html 9 Licensed Materials - Property of IBM

11 3.5.2 Customizing BPS Transfer Object Model The Transfer Object Model (TOM) model has a number of Transfer Objects (_TO Objects) and is used as a canonical message model. These TO objects are linked to Business Objects in the IDM model, which in turn are linked to the BOM business objects. Identify the BOM objects required for each business activity in the business process. This can be done by following the business capability identified in the previous steps for the specified business activity. Follow the relationships in the BOM, to identify the business objects. Use BOM class diagrams to visually inspect the model. Validate object attributes by comparing against the business information documented by process analyst in the activity description. Add new attributes if needed. Create new Objects and Attributes in the BOM as necessary. Refer to Customizing transfer objects in the User guide and Creating and customizing transfer objects in the Worked Example for the IBM Banking Process and Service Models Knowledge Center: Customizing transfer objects /InfoSphere/cus_tra_obj.html Creating and customizing transfer objects a/infosphere/wor_ex/cre_cus_tra.html 3.6 Derive Design-Level Service Transfer Objects Find the bidirectional relationships between the identified IDM Classes and TOM Transfer Objects. Promote the updates in the IDM objects, as required, to the TOM. Note not all updates need to be promoted to IDM. Use the BPS modeling techniques to find if promoting attributes is required. Refer to Customizing transfer objects in the User guide and Creating and customizing transfer objects in the Worked Example for the IBM Banking Process and Service Models Knowledge Center. Customizing transfer objects nfosphere/cus_tra_obj.html Creating and customizing transfer objects InfoSphere/wor_ex/cre_cus_tra.html 10 Licensed Materials - Property of IBM

12 Refer also to Transfer Object Generation Utility in the IBM Industry Models RSA Utilities for the IBM Banking Process and Service Models Knowledge Center: Transfer Object Generation Utilityhttp:// ui/soa/infosphere/too_gui/tra_obj_gen.html 3.7 Derive Design-level Business Processes Using the updated Processes and Tasks in the APM, derive updates to the design-level Processes in the Orchestration Process Model (OPM) using the Rational Software Architect (RSA) Utilities that ship with BPS. Refer to Customizing the Orchestration Process Model in the User guide, and APM to OPM Transform Utility in the IBM Industry Models RSA Utilities for the IBM Banking Process and Service Models Knowledge Center: Customizing the Orchestration Process Model here/cus_orc.html APM to OPM Transform Utility here/too_gui/apm_opm_tra.html 3.8 Exporting OPM Processes and SOA Artifacts (WSDLs/XSDs) Rational Software Architect provides an export feature that can export a scoped subset of the OPM Processes, as well as generating SOA implementation artifacts from UML such as UML to WSDL, UML to XSD, UML to SCA, UML to SOA, BPMN to Service-Model, and so on. Create a new transformation configuration with UML to WSDL, using the scoped WSDM model as the source and an integration library as the target. Set the desired options for SOAP bindings to SOAP over HTTP or JMS, identify the objects to be included in the XSD definitions, change name spaces if desired. Run the configuration to generate WSDLs and XSDs. Similarly create and run UML to SOA transformation to generate BPELs (straight through processes) from the activity flows. Use UML to Java transformations to generate Java object skeletons. Refer to Transforming to WSDL and XSD in the User guide and Generating WSDL/XSD artifacts in the Worked Example for the IBM Banking Process and Service Models Knowledge Center: Transforming to WSDL and XSD: 11 Licensed Materials - Property of IBM

13 osphere/tra_wsdl_xsd.html Generating WSDL/XSD artifacts: osphere/wor_ex/gen_wsd_xsd.html 3.9 Implementing Business Processes Business Processes in the OPM can be exported, in BPMN2.0 format, and implemented in a tool such as IBM Process Designer. Import Processes, with associated WSDLs and XSDs in the previous step into Process Designer. Embellish designed process with implementation details. Develop coach flows for manual tasks identified in the business process. Develop screen layout using coach editors Typical implementation usually flattens out these business objects and create a simple multichannel message model. This will help separate the channel applications from the back end services. Develop any custom channel logic as inline java code in the coach editor. Refer to the IBM Business Process Manager Knowledge Center: Implementing Services SOA artifacts (WSDLs, XSDs, BPELs, Java Skeletons) exported from the modeling environment, can be opened, for example, in IBM Integration Designer for developing business logic. Add implementation details into BPELs by introducing any technical operations, such as object maps, logging, etc. Develop business logic in the java skeletons. Develop mediation flows to integrate with backend applications. Develop interface maps and business object maps using canonical message model derived from the BPS models in the previous steps. Develop assembly diagrams for each focal object. Generate SCA bindings to the components. Develop advanced integration services to be invoked from the business process. Develop business rules and create SCA components. 12 Licensed Materials - Property of IBM

14 Refer to the Integration Designer Knowledge Center: Deploying Processes and Services Use IBM Process Center, for example, to deploy developed business process to IBM Business Process Management Server Package Integration modules into EAR files and use BPM admin console to deploy the module. This can also be deployed directly from Integration Designer. Configure integration modules in the BPM admin console. Refer to the IBM Business Process Manager Knowledge Center References BIAN: Banking Process and Service Models Knowledge Center: BIAN BPS mappings spreadsheet (on the Industry Model Support site): 13 Licensed Materials - Property of IBM