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GSRM Meta-Model:project summary and demo
Gary Doucet Head of Delegation, Canada 12th UN/CEFACT Plenary Geneva, May 22-24, 2006
UN/CEFACT Agenda Item #6
Canada supports the idea that the UN/CEFACT program of standards-setting, and associated services, can support both the privates and public sector. The following slides summarize our experience to use the UN/CEFACT meta-model (UMM) for e-commerce to develop a meta-model for the business of government (GSRM Meta-Model). Our objective is to inform the Plenary and to contribute to consensus development on agenda item #6. Our experience to date is very positive and we invite feedback from this Plenary on whether this approach could lead to standards that support both the public and private sectors.2
Objective Highlight project objectives, scope,
deliverables and timelines Identify GSRM and UMM synergies Represent GSRM concepts as UML/UMM constructs Use BTEP project examples to produce GSRM compliant models Show some modeling tool screens and features Summarize results Identify possible next steps Questions and discussions3
Project Objectives Create a formal Meta-Model for the
Government Strategic Reference Model (GSRM) Prepare a set of worksheets to assist service experts and modellers to use GSRM Develop a UMM compliant modeling tool to model government applications and service4
Source Documents BTEP Practitioners Handbook UN/CEFACTS Modeling Methodology
Version 1.0 - (1st Working Draft) Canadian Service Description Mark-up Language (CSDML) Government Strategic Reference Model (GSRM) Iteration 2 Service Reference Patterns for GSRM ISO 15944-4 Resource, Event, Agent (REA) BTEP Transition Design for Small Business Start-up5
Project Timelines
Work initiated Jan. 9th, 2006 1st draft of business domain view Jan. 14 1st draft of business requirements view Feb. 17 1st draft of business transaction view Mar. 3 Distributed to UN/CEFACT working groups on techniques of modeling and e-govt Mar. 4 GSRM MM presented at UN/CEFACT 8th Forum Mar 13-17 Prototype GSRM modeling tool released Mar. 31th (and ongoing) Small business start-up examples developed Mar. 28th Sample worksheets generated - Mar. 31st Draft of GSRM MM User Guide provided Mar. 31st6
GSRM - Common Language and Structure
For the Business of Government7
e-Government vs e-Businesse-Government (GSRM)UMM
e-Business (ebXML SOA)
Policy
Stakeholders CCTS Contexts for: official constraints, etc. UMM Business AreaUMM Process Area
Program (PSAM) Service (SIAM)
Business Collaboration
RealizationBusiness Collaboration Use Case Business Transaction Use Case
CPPA - WSDL
ProcessResource
BPSS - BPELCore Component Technical Specification (CCTS) CCTS Data Library 8
Business Information Entity UML Profile for CCTS
GSRMTransformation BlueprintWhat How WhereJurisdictions Business locations Services Geographical areas
BTEPWhoTarget Groups Roles Parties Communities Organizations Workforce
WhenCycles Events
WhyVision Authorities Needs, Targeted needs Value statements Outcomes Environment things
Transformation RoadmapStrategic Design &Planning Deliverables Business Problem Assessment Target Business Vision Transformation Strategy Target Business Design
Scope & Context
Things important to the business
Programs
Program Service Alignment Model
Target Group Model Community Model
Information
Conceptual
Model
Service Integration & Alignment Model Operations Model Service level agreements
Logistics Model
Events & Cycles Model
Authorities Model
Organization Responsibility Model Culture Model
Target Group State Performance Model Transition Model
Transformation Business Case Transformation Master Plan
Logical
Logical data model
Application architecture Use Cases
Distribution architecture (Z - distributed system architecture)
System Design &Human interface architecture Processing structure Business rule modelPlanning Deliverables e.g. as defined by RUP (Rational Unified Process) or UMM (UNCEFACT Modelling Methodology)
Physical
Physical data model
System design
System architecture
Presentation architecture
Control structure
Rule design
Implementation
Data definition
Program
Network architecture
Security architecture
Timing definition
Rule specification
Operational
Service requests Service outputs Process inputs Process outputs
Service instances Process instances
Physical locations Channels
Service recipients Workers Service suppliers Schedule Performance actuals Operating Plans
Operations Blueprint
9
GSRM Models - Design ElementsWHAT HOW WHERE WHO WHEN WHY
(ROW 1: PROGRAM STRATEGIC PLANNER SCOPE/CONTEXT)ProgramsResources Roles Services Locations Jurisdictions Parties Events & Cycles Needs Goals Strategies
Target Groups
(ROW 2: PROGRAM OWNER/CONCEPTUAL MODEL)Schedules Semantic Model Processes Logistics Models Workflows Scenarios Performance Metrics
10
UMM Superimposed on GSRM/BTEPTransformation BlueprintWhat How WhereJurisdictions Business locations Services Geographical areas
WhoTarget Groups Roles Parties Communities Organizations Workforce
WhenCycles Events
WhyVision Authorities Needs, Targeted needs Value statements Outcomes Environment things
Transformation RoadmapStrategic Design &Planning Deliverables Business Problem Assessment Target Business Vision Transformation Strategy Target Business Design
Scope & Context
Things important to the business
Programs
BDVConceptual
Program Service Alignment Model
Target Group Model Community Model
Information Model
Service Integration & Alignment Model Operations Model Service level agreements
Logistics Model
Events & Cycles Model
Authorities Model
Organization Responsibility Model Culture Model
Target Group State Performance Model Transition Model
Transformation Business Case Transformation Master Plan
BRVLogicalLogical data model Application architecture Use CasesDistribution architecture (Z - distributed system architecture)
System Design &Human interface architecture Processing structure Business rule modelPlanning Deliverables e.g. as defined by RUP (Rational Unified Process) or UMM (UNCEFACT Modelling Methodology)
BTVPhysicalPhysical data model System design System architecture
BSIPresentation architecture Control structure Rule design
BSV Impln Implementation Dept)
Data definition
Program
Network architecture
Security architecture
Timing definition
Rule specification
Operational
Service requests Service outputs Process inputs Process outputs
Service instances Process instances
Physical locations Channels
Service recipients Workers Service suppliers Schedule Performance actuals Operating Plans
Operations Blueprint
11
Small Business Start-up (SMS) Cross-jurisdictional project undertaken by
CIOB, IC, COBSC and Halton region to demonstrate use of BTEP for harmonizing and enhancing govt services 3.5 months effort completed in Feb. 2004 Report used to create GSRM MM examples SMS specifications enriched by data from follow-on project - BizPal website Next few slides discuss sample data used to create GSRM MM examples
12
BTEP - Opportunity Identification DeliverablesDeliverableProblem Statement
DescriptionProblem statement addressing services to designated target groups, including the definition of client intent, client needs, and gaps to be recognized in the transformation opportunity Vision for transformation of services to these target groups based on existing higher-level service visions.
Vision Statement
Opportunity Identification Business Design
Identification of opportunities for transformation projects and recommendations for next steps, including justification for proceeding. A strategic business design containing a model of the integrated services to be offered to these target groups, addressing recognized needs and intent. The business design is represented by a series of models of current and future business definitions and operations.Strategy for realizing this initial vision
Strategy Statement
13
Opportunity Statement:Opportunity Name
Enhance COBSC Services
Identify a name that describes the opportunity. -enhance COBSC collaborative role Provide a description of the scope of the opportunity.. -expand on existing collaborations in the area of municipal services, e.g. Halton
Opportunity Scope
Current Scenario
Describe the current business scenario within the opportunity scope. -COBSC services stop at Federal and Provincial levels Identify the current problems. Use Output Transition Bundle to identify the related problems. -provide information on only half services provided by government to meet the
Current Problems
needs of new business start upsNew Scenario Describe the new business scenario and how the service outputs will facilitate the transition from one state to another. -COBSC will address Federal, Provincial, Regional and Municipal services Identify the changes. (e.g. consolidated services, modified outputs, a new service or changed cycle). -regional and municipal services will be included
What is changed
What is better
Focus on the outcome or value that is provided to the service recipient and to another service. -one stop shop for integrated referral to services 14
GSRM Top Model - services for restaurant start-ups
Govt service output types are columns Needs are rows Letters indicate govt service outputs supplied by specific jurisdictions to meet client need on that row (M=Municipal R=/Regional, P=Provincial, F=Federal)
15 Click here to open the spreadsheet
State Transitions - opening a restaurantBecomes a legal business entity
Primary states an individual undergoes in opening a restaurant Multiple paths are possible predominant path shown in blue Various services are needed over time to help the entrepreneur make the state transition
Business planning process formation of legal entity Legal Business Entity formed Makes enquiry Anyone START Aspiring Entrepreneur
Acquires Licenses GST, Permits
Acquires permits Pursue business idea Acquire facility
Formation of legal entity
Restaurant facility ready
Acquires Licenses GST, Permits
maintenance Program period expires Going concern restaurant New Restaurant operating STOP Closed Restaurant Business Restaurant activity closes
Restaurant business entity is fully licensed for intended operation
1st legal sale
Restaurant activity closes
16
Transition Output Bundles grouped by GSRM Service Output Type (primary path)
Services could be bundled by state transition and service output type to simplify the business start-up tasks for the entrepreneur Advisory services, required at most transition points, come from multiple jurisdictions Entrepreneurs dont know when they need advice, what questions to ask or who to ask and there is no central point of access to the advisory services offer by all jurisdictionsService Bundle 3(Units of) Resource M Road entrance permit R Water connection permit R sewer connection permit R Road entrance permit
Service Bundle 4(Units of) Resource P Liquor Control Board of Ontario Supply Advisory Encounters R Referral to professional advisor Periods of Agreement M BIA designation Periods of Permission M Bingo License M Raffle License M Break Open Ticket Seller License M Business License M Sign Permit M Occupancy Permit R Health Permit P Liquor License Permit P Special Occasion Permit P Break Open Ticket 3rd Party Seller Registration P Break Open Ticket Charity Seller License P Raffle License P Bingo Hall Registration P Bingo Event License P Slot Facility Registration P Key Employee Registration P Non-Gaming Related Supplier Registration P Exempt Gaming Related Supplier Registration P Ontario Racing Commission Teletheatre License P Ontario Lottery and Gaming Corporation Product Seller Contract
Service Bundle 2
Primary pathService Bundle 1Educational& Training Encounters R Small Business Seminar P Entrepreneurial Skills Development Course Advisory Encounters M Publications R Publications R Access to business publications P/R Talk to me session P Ontario Business Report P/R Small Business Advice and Guidance P AGCO information Service P/F COBSC Information for businesses F Statistical Information Advocacy and Promotional Encounters R Business promotion event R Marketing to areas outside the region
Funds P Corporate Income Tax Account P Retail Sales Tax Account F Goods and Services Tax Account Educational& Training Encounters R Small Business Seminar R Professional business advisor P Entrepreneurial Skills Development Course Advisory Encounters M Publications R Referral to professional advisor R Business advisor R Publications R Access to Business publications P/R Talk to me session P AGCO information Service P/F COBSC Information for businesses Advocacy and Promotional Encounters R Business promotion event Periods of Permission P Incorporation Registration P Partnership Registration P Business Name Registration F Federal Incorporation Registration F Business Number Registration F Trademark registration
Funds M Property tax account F Loan guarantee F ABC Gs and Cs Funds F Small Business Financing F Northern Community Financing Educational& Training Encounters R Professional business advisor Advisory Encounters R Referral to professional advisor R Business advisor P Ontario Business Report P Investment Advice P Capital Financing Information F Statistical Information Periods of Permission M Road Excavation permit M Building Permit M Site Alteration Permit R Road Excavation Permit Rulings & Judgments M Land Severance service M Minor Variance M Re-Zoning M Heritage property alteration approval R Garbage & Recycling pickup ruling Finding M Site Plan approval R Site Selection Assistance R Floor Plan & Equipment Layout Approval Rules (laws, policies, strategies, plans,) F Consumer Products and Labeling standards and regulations Periods of Agreement M BIA designation
Service Bundle 5Funds P WSIB Account P EHT Account F Employment Insurance (EI) account F Canada Pension Plan (CPP) account F Targeted Wage Subsidy
Going concern restaurant
Anyone START
Aspiring Entrepreneur
Legal Business Entity formed
Restaurant facility ready
Restaurant business entity is fully licensed for intended operation
Educational& Training Encounters R Professional business advisor R Food Handling Safety Course certificate Advisory Encounters R Referral to professional advisor R Business advisor Matches, Referrals and Linkages P/R Ontario Works - Halton Placement
New Restaurant operating STOP
Periods of Permission R Healthy Heart ceritificate Penalties & Periods of Sanction M Collected Fines Rules (laws, policies, strategies, plans,) R Bylaws
Closed Restaurant Business
17
Click here to open vizio diagram
Service Process Pattern Analysis
Service Process Pattern shows the processes used to deliver a specific type of service outputMonitor period of permission service resource consumption Monitor period of permission service resource availability Configure period of permission service processes to respond to demand or supply level limits Configure period of permission service processes to respond to contingency event Source period of permission service resources Register and equip period of permission service suppliers Acquire and register period of permission service resources Pay for period of permission service resources Maintain period of permission service resources Deploy period of permission service resources geographically Set period of permission service schedule Configure period of permission service resources Protect period of permission service resources Prepare period of permission service specification Promote period of permission service Monitor and mitigate period of permission service risks Process period of permission service complaints Register and equip period of permission service target group members
Register request for period of permission service delivery Qualify request for period of permission service delivery Open period of permission case Allocate resources to period of permission service output Deploy resources for period of permission service output
Provisioning
Delivery
Produce period of permission service output Deliver period of permission service output
PERIOD OF PERMISSION Service Processes
Collect and account for a period of permission service output fee Process period of permission service exceptions Register period of permission service output Maintain period of permission service output
18
SBS - Program Logic ModelServices and OutputsCOBSC Service New Business Entrepreneurs More knowledge about starting a business and related govt services
Direct Outcomes
Middle OutcomesGeneral Public Better regulatory compliance by new business startups New Business Employees Better employment practices in new business startups
Strategic Outcomes
Opportunity 1: Existing referral service expanded to include local government services
General Public More opportunities to earn a better living
New Business Entrepreneurs New Business Entrepreneurs Less effort & time to locate & register for related government services Fewer business failures New Business Entrepreneurs Lower business start-up costs General Public More opportunities to become an entrepreneur
IJSI Service
Opportunity 2: New service to assist in referring and registering entrepreneurs for government services
19
UMM Foundation Modulecd Foundation- Conceptual BusinessLibrary Model BusinessCollaborationModel + justification: string
1 BusinessLibrary Package BusinessDomainView
1 BusinessLibrary Package BusinessRequirementsView
1.. BusinessLibrary Package BusinessTransactionView
20
UMM - Business Domain View (BDV)
21
GSRM Business Domain View (BDV)cd GSRM - BusinessDomainView Conceptual Description GSRM - Policy Foundation - BusinessDomainView :: BusinessDomainView 1 1 0..* 1 1..* Policy 1..* Need hasNeeds 1..* T here is an implied relationship between the GSRM Policy and the GSRM - Program. It is navigatable via the Needs to outcome relationship ProcessArea ProcessAreaProxy 1 3..* Outcome 0..* isSatisfiedBy GSRM - Program 1..* A Program always contains at least direct outcome, middle outcome and strategic outcome. 1..* Stakeholder TargetGroup BusinessArea BusinessAreaProxy
1 1..* Program DirectOutcome 0..* 1..* T here is an implied relationship between GSRM - Program and GSRM - Service. It is navigatable via the Direct Output to Service Output relationship MiddleOutcome StrategicOutcome
1..* 0..*
1 isCreatedBy
0..*
0..*
GSRM - Service 1 BusinessCollaborationRealization BusinessProcess 1 Serv iceProxy 1 BusinessEntityState Serv iceOutput 1 1 receives 1..* BusinessPartner Serv iceRecipient
1..* 1..* BusinessPartner Serv iceProv ider 1..* provides 1 Serv ice
contributesT o
A role is always associated with at least one Process, BussinessCollaborationUseCase or Business T ransactionUseCase.
1..* BusinessEntityState ProcessOutput 0..* 1..* 1 Process receives
0..* 0..* 0..* 0..* 0..* includes 0..* 1..* 0..* 0..* includes
participates
2..* BusinessProcess BusinessCollaborationUseCase 0..*
1 Role 1..* mapsto 1..*
participates 2..*
2 participates
BusinessProcess BusinessTransactionUseCase 0..*
22
GSRM Concept - UML Stereotype + TagsStereotypeBase Class Parent Description
ServiceRecipientActor BusinessPartner A Service Recipient is the party that directly receives or experiences, either willingly or begrudgingly, the output of a service. serviceRecipientName Inherited tagged values: Type Interest Multiplicity Description String 1 The name given to the Service Recipient serviceRecipientDescription Type Multiplicity Description String 1 A description of the Service Recipient
Tag Definition
23
GSRM Quality Assurance Object ConstraintLanguageA hasNeed association MUST always connect a Need and a TargetGroup
package Model_Management context Association inv isHasNeedsConnector: self.isHasNeeds() implies self.client->one(isNeed()) and self.supplier->one(isTargetGroup()) self.client->size() == 1 and self.supplier ->size() == 1
24
GSRM BDV Stereotypes + Tagscd GSRM - Abstract Syntax Foundation - BusinessDomainView :: BusinessArea + + + objective: string scope: string businessOpportunity: string + + + Foundation - BusinessDomainView :: ProcessArea businessOpportunity: string objective: string scope: string + + Policy policyName: string policyDescription: string + + + Need needsTypeName: enum needsName: string needsDescription: string
Program + + + + + jursidiction: string programName: string programDescription: string programFieldName: enum programState: string Role + + roleName: string roleDescription: string
BusinessAreaProxy
ProcessAreaProxy
Serv ice + + + + serviceName: string serviceDescription: string serviceScope: enum servicePattern: string
Foundation - BusinessDomainView :: BusinessProcess + + purpose: string actions: string [1..*]
BusinessCollaborationUseCase
BusinessEntityState
Process BusinessCollaborationRealization Serv iceProxy + + + + processName: string processDescription: string preconditions: string postcoonditions: string + +
ProcessOutput processOutputName: string processOutputDescription: string + + +
Serv iceOutput serviceOutputName: string serviceOutputDescription: string serviceOutputType: enum
BusinessTransactionUseCase
Foundation BusinessDomainView : :Stakeholder + interest: string
Outcome + + outcomesName: string outcomesDescription: string isCreatedBy participates
TargetGroup + + + + + targetGroupName: string targetGroupDescription: string targetGroupSize: long targetGroupElegibilityCriteria: string targetGroupType: enum
Foundation BusinessDomainView : :BusinessPartner + interest: string
DirectOutcome
MiddleOutcome
StrategicOutcome
contributesTo
mapsTo
hasNeeds
isSatisfied
receiv es Serv iceProv ider Serv iceRecipient + + serviceRecipientName: string serviceRecipientDescription: string
prov ides
+ + +
serviceProviderName: string serviceProviderDescription: string serviceProviderType: enum
25
GSRM Business Requirements View (BRV)cd GSRM - Business Requirements View Conceptual BusinessProcessView BusinessEntityView ResourcePoolView PartnershipRequirementsView
0..*
1..*
0..*
TransactionRequirementsView BusinessRequirementsView
1..*
1..*
CollaborationRealizationView
1..* CollaborationRequirementsView
26
GSRM Business Transaction Viewcd GSRM - Business Transaction View Conceptual Ov erv iew BusinessTransactionView
1..* BusinessChoreographyView
1..* BusinessInformationView
1..* BusinessInteractionView
27
Capturing GSRM Stereotypes + Tag Data
28
Generating Use Case Diagrams
29
Generating a Activity Graph
30
Generating BTV Models
31
Modeling Environment
A robust modeling infrastructure will need tools to support standard UML profiles that enable modeling data to be discovered, imported, adapted, contributed and registered, in one or more registries, for re-use by a community of practice Quality models depend on thorough knowledge of: Program objectives and policy constraints User requirements and service commitments Streamlined processes and accurate information A range of skilled staff - managers, analysts, architects, etc.
Meta Model-enabled modeling tools can expedite verification and validation of data and process models for compliance to GSRM
Modeling tools should generate business and technical documentation to ensure that the information in accurate and timely.32
Conclusions GSRM can be fully modeled using a
specialized Meta Model based on UMM. Modeling tools can guide business analysts and modellers in creating GSRM complaint models. Modeling tools can be used to validate models and provide quality assurance. Modeling tools can re-use GSRM patterns, information objects, classifications schemes, etc. Modeling tools should be interfaced with registry services to achieve optimal re-use of GSRM artefacts.33
Possible Next Steps
GoC has been requested be various sources to foster the GSRM MM as a UN/CEFACT standard. Investigate if the ICCS1 could become the vehicle through which GSRM MM is processed as a Pan-Canadian standard. GoC standards program could make GSRM MM compliancy mandatory for new GoC systems design. GoC may establish a training program for GSRM Modelling and Development. GSRM MM should support use of ISO 11179, CCTS and some other GoC data libraries. GoC should establish registry services to manage reusable data and process models.
1. Institute for Citizen-Centered Services
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