Standard Business Reporting

Transcription

1 Standard Business Reporting Core Services Solution Progress Outline OUTCOME: Workshop participants will have the opportunity to provide input into how the software will integrate with SBR Core Services.

2 In this session we will discuss Our Approach Use Cases Security Architecture Development Kit Next Steps 2

3 Our Approach Use Cases Security Architecture Development Kit Next Steps 3

4 Design of Core Services the pipe and its interface with the commercial software and software developers Not the design of the Authentication solution or the Taxonomy Scope of this Session 4

5 August: Opportunity to Preview Design WIP In the August SBR Workshops, we shared the Business Architecture for SBR. We gave an end-to-end walkthrough the Common Process Flow using a Business Activity Statement (BAS). Business 1 Registe r Business 3 Select Report 4 Pre-Fill Report 5 Complete, Validate & Submit Report ISD 1. Register Developer SBR Deplo y Taxonomy Notify of Taxonomy Changes SBR 15. Monitor SBR Performance 16. Raise Issue 17. Manage Issue 18. Resolve Issue SBR Agency 2 Communica te Report Obligation 6 Authorise & Authenticate Report 7 Valid ate Submitted Report Common Process Flow 8 Informatio n Brokerin g 14 Communica te U nstru cture d Message 9 Tra nsform Submitted Report 10 Route & 11 Notify Deliver Report Report Sta tus 12 Issue Agency 13 Facilitate Payment Response SBR 2. Provide SDK 3. Provide Test Harness Developer Process 4. Manage Profile & Preferences Agency WoG Manage Taxonomy Change Assess Change Impact Update Taxonomy Taxonomy Update Process IT Operations Process 5

6 September: Opportunity to Influence In the September SBR Workshops, we are sharing the Use Cases developed from two of the process models, and seeking your input on their design. Business 1 Registe r Business 3 Select Report 4 Pre-Fill Report 5 Complete, Validate & Submit Report ISD 1. Register Developer SBR Agency 2 Communica te Report Obligation 6 Authorise & Authenticate Report 7 Valid ate Submitted Report Common Process Flow 8 Informatio n Brokerin g 14 Communica te U nstru cture d Message 9 Tra nsform Submitted Report 10 Route & 11 Notify Deliver Report Report Sta tus 12 Issue Agency 13 Facilitate Payment Response SBR 2. Provide SDK 3. Provide Test Harness Developer Process 4. Manage Profile & Preferences Taxonomy Update Process IT Operations Process 6

7 September: Opportunity to Influence We have three primary questions for you. During this session, please keep these questions in mind when providing your thoughts and feedback. You will have an opportunity to share responses after the workshop as well. Our aim is consultative design to the maximum extent possible. Timelines are tight. Stakeholders are diverse. 7

8 Please think about the following Q1:Have we attributed your functionality / responsibilities correctly? Q2: What constitutes the links between your functionality and SBR? Q3:What do you need in a Developers Kit to enable this? Note: Service Definition work has started. Service Definition is being driven by the Use Cases. 8

9 Our Approach Use Cases Security Architecture Development Kit Next Steps 9

10 Business Process Use Cases We will review the following: Natural System Interactions Developer Interactions Check Reporting Obligation Complete Report Lodge Report Check Report Status Late Reminder Notices Manage Message Delivery Register & Log-In to SBR Maintain User Profile Access Knowledge Repository Test SBR Solution 10

11 Natural System Interactions Occur in the Common Process Flow Natural System Interactions Check Reporting Obligation Complete Report Lodge Report Check Report Status Late Reminder Notices Manage Message Delivery 11

12 Developer Interactions Occur in the Developer Process Developer Interactions Register & Log-In to SBR Maintain User Profile Access Knowledge Repository Test SBR Solution 12

13 How to Read the Diagrams Roles Options Grey versus Red 13

14 Our Approach Use Cases Security Architecture Development Kit Next Steps Natural System Interactions 14

15 Natural System - Check Reporting Obligation Presentation Functionality Taxonomy Core Services Agency Business Option 1 Select to Check Select Reporting to Check Obligations Reporting Obligations Request Lodgement Request Status Update Lodgement Status Update Manage Message Manage Manage Delivery Message Message Manage Manage Delivery Message Delivery Message Manage Delivery Delivery Message Delivery Provide Lodgement Provide Provide Lodgement Status Lodgement Provide Provide Lodgement Status Lodgement Status Provide Status Lodgement Status Status Display Lodgement Display Calendar Lodgement Calendar Update Lodgement Update Status Lodgement Status Manage Message Manage Manage Message Manage Delivery Message Manage Message Delivery Message Manage Delivery Message Delivery Delivery Delivery Option 2 Recommended Select to Check Select Reporting to Check Obligations Reporting Obligations Route to Portal Route to Portal Manage Message Manage Manage Delivery Message Message Manage Manage Delivery Message Delivery Message Manage Delivery Delivery Message Delivery Provide Lodgement Provide Provide Lodgement Status Provide Provide Lodgement Status Lodgement Status Provide Status Lodgement Status Status Manage Message Manage Manage Message Delivery Message Manage Manage Delivery Message Message Manage Delivery Delivery Delivery Message Delivery Agency Display Lodgement Display Calendar Lodgement Calendar Update Lodgement Update Status Portal Lodgement Status Portal 15

16 Natural System - Complete Report Presentation Functionality Taxonomy Core Services Agency Select to Prepare Select Report to Prepare Report Request Lodgement Request Status Update Lodgement Status Update Manage Message Manage Manage Delivery Message Message Manage Manage Delivery Message Delivery Message Manage Delivery Delivery Message Delivery Provide Available Provide Provide Reports Available Available Provide Provide Reports Available Reports Available Provide Reports Reports Available Reports Business Display Available Display Reports Available Reports Determine Available Determine Reports Available Reports Manage Message Manage Manage Message Manage Delivery Message Manage Message Delivery Message Manage Delivery Message Delivery Delivery Delivery Select Report to Select Complete Report to Complete Determine if Pre-Fill Determine is Required if Pre-Fill is Required Identify Pre-Fill Requirements Identify Pre-Fill Requirements Manage Message Manage Delivery Message Delivery Provide Pre-Fill Information Provide Pre-Fill Information Pre-Fill Report Pre-Fill Report Manage Message Manage Delivery Message Delivery Display Report Display Report Auto-Fill Report Auto-Fill Report Complete Report Complete Report Validate Report Validate Report Provide Validation Provide Rules Validation Rules Agency Submit Report Submit Report 16

17 Natural System - Lodge Report Presentation Functionality Taxonomy Core Services Agency Submit Report Submit Report Validate Report Validate Report Provide Validation Provide Rules Validation Rules Business Request Report Submission Request Report Submission Manage Message Manage Delivery Message Delivery Receive Report Receive Report Display Response Display Response Receive Response Receive Response Manage Message Manage Delivery Message Delivery Issue Response Issue Response Agency Issue Error Response Issue Error Response 17

18 Natural System - Check Report Status Presentation Functionality Taxonomy Core Services Agency Business Select Report to Check Select Status Report to Check Status Display Status Display UpdateStatus Update Request Report Status Request Update Report Status Update Determine Status Determine Update Status Update Manage Message Manage Delivery Message Delivery Manage Message Manage Delivery Message Delivery Provide Status Provide UpdateStatus Update Agency 18

19 Natural System - Late Reminder Notices Presentation Functionality Taxonomy Core Services Agency Business Send Reminder Send Message Reminder Message Agency Display Message Display Message Send message Send message 19

20 Natural System - Manage Message Delivery Presentation Functionality Taxonomy Core Services Agency Certifying Authority Request Authentication Request Authentication Authenticate Message Authenticate Message Authorise Message Authorise Message Provide Validation Provide Rules Validation Rules Validate Message Validate Message Transform Report Transform Report Receive Response Receive Response Route & Deliver Route & Deliver Receive Request Receive Request Issue Error Response Issue Error Response 20

21 Our Approach Use Cases Security Architecture Development Kit Next Steps Developer Interactions 21

22 Developer - Register & Log-in to SBR SBR Portal Core Services Developer Provide User Registration Provide Details User Registration Details Register user Register user Note : This is the credential for interaction between Developers and Core Services. It is likely to be a simple solution. Create Credential Create Credential Display Registration Display Details Registration Details Create Profile Create Profile SBR Portal Core Services Log In to SBR Log In to SBR Authenticate User Authenticate User Authenticate User Authenticate User Display Profile. Display Profile. Retrieve Profile Retrieve Profile 22

23 Developer - Maintain User Profile SBR Portal Core Services Developer Select Profile Option Select Profile Option Request Authorisation Request for Authorisation Role for Role Update Profile Update Profile Display Updated Display ProfileUpdated Profile 23

24 Developer - Access Knowledge Repository SBR Portal Core Services Developer Log-In to SBR Portal Log-In to SBR Portal Select Resources Select Resources Display Knowledge Display Repository Knowledge Repository Provide Resource Provide Resource Receive Resource Receive Resource 24

25 Developer - Test SBR Solution Presentation Functionality Taxonomy Core Services Developer Submit Report Submit Report Submit Message Submit Message Provide Test Harness Provide Test Harness Display Response Display Response Receive Message Receive Message Issue Error Response Issue Error Response 25

26 Please think about the following Q1:Have we attributed your functionality / responsibilities correctly? Q2: What constitutes the links between your functionality and SBR? Q3:What do you need in a Development Kit to enable this? Note: Service Definition work has started. Service Definition is being driven by the Use Cases. 26

27 Our Approach Business Processes Security Architecture Development Kit Next Steps 27

28 Core Services Security Architecture Natural Systems Clients ( ) Messaging Authentication Proxy SDP SDP Agencies Agencies Agencies Provides IAM capabilities via the external ID Management Service for messages sent to SBR. All provides message level firewall capabilities Service Registry Content Manager SBR Core Service External ID Management Services Authentication Identity Management These service provide all business level Identity management functions including, authentication and credential lifecycle management functions as well as registration and credential management. All these services are delivered outside of SBR core service Notary Services 28

29 Core Services Security Architecture Developers Provides access management services for users accessing the SBR portal Gateway Zone Protected Zone This data store will store all non business users managed by SBR that require access to the SBR Presentation sub system and sandpit Clients (People ) Authenticating reverse proxy Operational User Reprosiory Presentation Sub System Amongst other things the Presentation sub system will provide a registration interface to support non business users accessing the SBR portal and sandpit environment 29

30 Our Approach Business Processes Security Architecture Development Kit Next Steps 30

31 Development Kit Available from the knowledge repository, examples include: Information and implementation guides Web Services œ WSDL Semantics œ Web Services Profiles œ Interoperability standards œ Reference Code Taxonomy and sample instance documents Testing guidelines 31

32 Required Feedback What range of options are you looking for? How much do you want to know about the taxonomy? Do you want to spend minimal effort integrating your software? Does it make sense for SBR to do the common work rather than many developers doing the same thing? What would these be? (eg. XBRL mapping, XSLT, WS invocation code) 32

33 Our Approach Business Processes Security Architecture Development Kit Next Steps 33

34 Next Steps. Please Review these slides in light of the questions posed. Share your responses with us. 34

35 Other Questions? Thank You.

36 Speaker Terminology Web front-end (not portal) Report (not form) Auto-fill and pre-fill Validation rules (from taxonomy) Transaction don t use this term Business processing and technical processing Technical syntax conversion (not transformation) Credential (In this sense means any form of authentication) Knowledge repository (contains information for SWDs about SBR, not report data) SDK Do we need to define this? Services delivery platform (not sub-system) 36