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How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B...

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How to Solve the B2B Integration and Managed File Transfer challenge in Banking Rochelle Harrison Senior Client Technical Professional/Industry Solutions
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Page 1: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

How to Solve the B2B Integration and Managed File

Transfer challenge in Banking

Rochelle Harrison

Senior Client Technical Professional/Industry Solutions

Page 2: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Successful File Transfer … The Drivers

Business

Requirements Customer

Requirements

Technical

Requirements Operational and

Staff Requirements

Flexibility

Responsiveness

Reliability, safety

Performance

Scalable

Integration with

existing systems

Higher revenue

Lower costs

Protect customer data

Meet Regulatory

Requirements

Exception management

Process management

SLA management

?

October 22, 2013 © 2011 IBM confidential and proprietary. 2

Page 3: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Unmanaged File Transfer Results In …

Activation delays

Security concerns

Slow problem resolution

Manual scripting

Hard to scale

Difficult integration

Brand Security concerns ..

Retention/Satisfaction Issues ……

Higher Cost / Reduced Revenue ………..

? Tedious problem resolution

Pressure to do more with less

Difficult to meet SLA

Business Owners Customer

Operational and Staff Technical

October 22, 2013 © 2011 IBM confidential and proprietary. 3

Page 4: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

4

A comprehensive set of managed file transfer capabilities

• Realize an architectural approach that:

– Enables security & governance of data movement throughout the enterprise & w/external business

relationships

– Enables an enterprise standardized approach to meeting the business needs for file transfers

– Enables a single managed file transfer platform for management, governance and audit ability

– Enables an standard, optimized operating model to support the business and security needs of the

enterprise

Visibility

• End to end view of transfer activity

• Business and Client Self Service

• Single dashboard

• Usage and audit reporting

Usability & Management

• Unified operations console across all protocols

• Simplified user interface & problem identification

• Wizard based setup and reusable templates

• Solution blueprints for repeatable usage patterns

Universal Connectivity

• Any transport, any protocol, and any partner

• Protocol bridging

• Broad platform coverage and industry standards

• Scheduled or event based delivery

Security & Performance

• Best practices security capabilities to protect customer data and comply with regulations

• Protection of file data in transit and at rest

• Role based access

• Data Integrity

Page 5: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

External Market Forces

Four external market forces can create file transfer challenges for companies.

5

Globalization

Globalization Security Digitization Efficiency

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Expand Reach

Customer challenges:

IT finds it difficult to accommodate the on-boarding requirements of a globally diverse trading partner community

It takes too long to on-board trading partners which delays time-to-revenue opportunities

Their existing file transfer architecture

cannot scale to support growth in both

trading partners and types of

transactions being exchanged without

compromising performance or requiring capital investment

Secure Transfers

Customer challenges:

Existing file transfer tools cannot ensure the security of data either at-rest or in-motion

The company has failed data security audits and has difficulty reacting to changing governmental and industry compliance requirements

Internal networks are at risk due to the use of FTP to exchange files with trading partners over the internet

Analog to Digital/Larger Files

Customer challenges:

The size of digital files can no longer be accommodated by existing file transfer tools and network options

File transfer infrastructures struggle to process increased file transfer activity driven by new trading partners and digitized content

The company has no central oversight or organizational awareness of these type of file transfers

Speed and Efficiency

Customer challenges:

The company lacks visibility over the file transfer activity that Service Level Agreements are dependent on

They want to replace FTP but are concerned about the cost to rip-and-replace all their FTP scripts and accompanying management tools

IT is under pressure to reduce the operational costs associated with B2B file transfer activity while improving reliability and accommodating growth at the same time

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6

Messaging Store-and-Forward Point-to-Point Ad Hoc

Enterprise (inside)

Secure, Integrated Infrastructures for Multiprotocol Transports

and Protocol Bridging

Pattern Pattern Pattern Pattern

Management & Control

Visibility & Intelligence

IBM can enable Corporations to achieve a highly reliable, B2B integration,

supporting all file transfer patterns and security requirements

Business-to- Business (outside)

Page 7: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM is THE Leader in Gartner Magic Quadrant (MQ) for

Application Infrastructure for Systematic Application Integration Projects

and Managed File Transfer

Business Solutions products include:

• IBM Sterling B2B Integrator

• IBM Sterling File Gateway

• IBM WebSphere Transformation Extender

• IBM Sterling Connect:Direct

B2B Challenges Sterling B2BI Overview Sterling B2BI Translation Sterling B2BI BPM Sterling B2BI Visibility Sterling B2BI Security Sterling B2BI Review

Page 8: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM® B2B / Managed File Transfer Suite

IBM® Sterling Control Center

IBM® QuickFile

IBM® Sterling Secure Proxy IBM® Sterling Connect:Direct®

IBM® Sterling File Gateway

IBM® Sterling B2B Integrator

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 9: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Business Cases – Barclays Bank PLC

Page 10: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Barclays Bank PLC Bank Challenges/Successes

Synopsis: A financial services group in the United Kingdom promotes

centralized and secure file transfers when it implements an IBM Sterling Commerce

software solution

Based in United Kingdom, Primarily in banking, investment banking and investment

management with 25M Customers

– Business Need:

– Need to standardize a file transfer platform that would integrate file transfer

activity across the disparate systems in its IT infrastructure.

– Client Onboarding a new client measures in weeks and was slightly different

among departments

– Failed a regulatory audit around tracking the receipt and delivery of messages

and

– transactions.

– Cost of sending data internally and externally was expensive w/multiple silos of

data stores.

– Solution:

Page 11: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Solution/Benefits

By implementing IBM Sterling File Gateway software, IBM Sterling Secure Proxy software,

IBM Sterling Connect Direct software and IBM Sterling B2B Integrator software Barclays

Bank gained a single, secure solution for file transfer that has the following benefits:

– Save approximately £4 million over 3 years

– Improve business agility, operational efficiency and business performance

– Handle large files and high messaging volumes in any format, any protocol, and

any number of external connections

– Enhance security and risk management by offering secure protocols, encryption

methods, certificate types, digital signatures and identity management tools to

ensure data integrity

– Improve visibility for better management, which leads to better decision making,

faster response and more satisfied customers and business partners

– Add secure and flexible community integration and business process automation

to business processes

– Provide visibility into actionable information across IT and business processes

Page 12: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Sterling B2B Integrator

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Sterling B2B Integrator

SMTP

AS1, AS2 AS3

FTP, FTP/S

HTTP, HTTP/S

EBICS/SWIFT

SOAP

Connect:Direct

EDI / XML

SFTP

Financial Gateways

Trading Partners

Value-Added Networks

Communication

Services

Web

Extensions

Integration

Broker

Mailbox

Intelligent routing

Graphical Modeler

Collaboration

Exception Handling

IBM Sterling B2B Integrator Technology

CRM

ERP

Messaging

Messaging – MQ FTE

Legacy/Custom Apps

Applications

Databases

EAI

Adapters

1

3

Comprehensive, Extensible, Scalable (SOA based Architecture)

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 14: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM Sterling B2B Integrator delivers the documents in the formats required

The features:

• Extensive data transformation capabilities

– EDI standards, XML, flat files, database, industry

standards

• Build custom business rules

The benefits:

• Enables B2B and EDI with all business partners and

customers, despite disparate standards – Sauer Danfoss

• Provide customers flexibility they require without having to

change internal processes – Large high-tech

manufacturer

B2B Challenges Sterling B2BI Overview Sterling B2BI Translation Sterling B2BI BPM Sterling B2BI Visibility Sterling B2BI Security Sterling B2BI Review

Page 15: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

CRM/ERP

Databases

Custom Apps

Messaging

Trusted Network

Suppliers

Carriers

Banks

Customers

B2B Cloud

Retailers

Government Agencies

Health Providers

The features:

Role-based access

Custom Password Policy

Encryption of documents both in transit

and at rest

Perimeter security services

Additional protection available with IBM

Sterling Secure Proxy

The benefits:

Flexible, secure connectivity,

integration, and process automation

capable of spanning systems and

applications

Comply with regulatory policies

Pass tougher security audits

IBM Sterling B2B Integrator helps assure secure B2B exchange

DMZ

Perimeter /

Secure

Proxy

Untrusted Network

B2B Challenges Sterling B2BI Overview Sterling B2BI Translation Sterling B2BI BPM Sterling B2BI Visibility Sterling B2BI Security Sterling B2BI Review

Page 16: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Sterling File Gateway

Page 17: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

Sterling File Gateway

SMTP

AS1, AS2 AS3

FTP, FTP/S

HTTP, HTTP/S

EBICS/SWIFT

SOAP

Connect:Direct

EDI / XML

SFTP

Financial Gateways

Trading Partners

Value-Added Networks

Communication

Services

Web

Extensions

Integration

Broker

Mailbox

Intelligent routing

Graphical Modeler

Collaboration

Exception Handling

IBM Sterling B2B Integrator Technology

CRM

ERP

Messaging

Messaging – MQ FTE

Legacy/Custom Apps

Applications

Databases

EAI

Adapters

IBM Sterling File Gateway

Trading Partner

Management

End-to-End

Business Visibility Routing Channels Role Based Access Producer and

Consumers

Secure Partner

Interface

Routing Channel

Templates

Edge based integration architecture

1

7

Comprehensive, Extensible, Scalable

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 18: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM Sterling File Gateway

An “Edge” based application for exchanging data between partners, customers, suppliers, applications

and employees

• What it does

– Provides a centralized file gateway for processing inbound, outbound and internal-internal file transfers

– Supports any format, any protocol, any size B2B file transfer

– Dynamically determines appropriate file routing

– Automatically provides file layer handling

– Quickly on-boards new file transfer partners / applications

– Extensibility through underlying Sterling B2B Integrator platform

• How it is delivered

– Application layer built on Sterling B2B Integrator

– Mail box services and communication adapters

– Pre-built file transfer business processes

– Partner portal (myFileGateway) for self service

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 19: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM® B2B / Managed File Transfer Suite

IBM® QuickFile

IBM® Sterling Secure Proxy IBM® Sterling Connect:Direct®

IBM® Sterling B2B Integrator

IBM® Sterling File Gateway

IBM® Sterling Control Center

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 20: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM® Sterling Control Center

Delivering higher levels of service for key integration and transfer services

• What it does

– Consolidated logging, reporting, and analytics for all transfers and integration processes

– Rule-driven service level management

– Alerts and notifications

– Configuration management for IBM® Sterling Connect:Direct® servers

• How it is delivered

– Java-based solution for management and visibility of the file transfer and B2B integration

infrastructure

– Engine, agents, and user consoles

– Interfaces to existing system management tools

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 21: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM® Sterling Control Center

Legacy FTP

Servers

IBM® Sterling File

Gateway

IBM® Sterling B2B

Integrator

IBM® Sterling

Connect:Direct®

IBM® Sterling

Connect:Enterprise®

IBM® Sterling

Control Center

Engine Database

Console

Web console

Mobile

IBM® Sterling Control Center

Cognos

Reports

E-mail server

Enterprise mgt. or

other system

IBM® QuickFile IBM® WS

MQ MFT

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 22: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

IBM® B2B / Managed File Transfer Suite Review

IBM® Sterling Control Center

IBM® QuickFile

IBM® Sterling File Gateway

IBM® Sterling Secure Proxy IBM® Sterling Connect:Direct®

IBM® Sterling B2B Integrator

MFT Challenges SFG Foundation Review SFG Functional Review Sterling Control Center Review QuickFile Review

Page 23: How to Solve the B2B Integration and Managed File Transfer ... · PDF fileHow to Solve the B2B Integration and Managed File Transfer challenge in Banking ... Slow problem resolution

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Спасибо


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