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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
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
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
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
External Market Forces
Four external market forces can create file transfer challenges for companies.
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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
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)
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
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
Business Cases – Barclays Bank PLC
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:
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
Sterling B2B Integrator
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
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
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
Sterling File Gateway
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
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
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
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
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
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
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Спасибо