UN/CEFACT

TBG17 Core Component Harmonisation

PresentationStig Korsgaard, TBG17 Chair

Alan Stitzer, TBG17 Vice-ChairSue Probert, TBG17 Vice-Chair

Bonn, GermanyMarch 10, 2004

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Interim Meetings

July 2003 – London Interim Meeting• Extensive agenda focusing on delivering the first draft set of harmonised

components• Began review of and across nine submitted sets of candidates• Submission Template reviewed• Significant issues emerged relating to variations of CCTS implementation

between submissions

November 2003 – Pearl River Interim Meeting• Approved ToRs and Procedures• Completed review of and across nine submitted sets of candidates• Submission Template reviewed and improved again• Additional issues emerged relating to variations of CCTS implementation

between submissions

February 2004 – Amsterdam Interim Meeting• Submission Template reviewed and approved• Additional issues emerged relating to variations of CCTS implementation

between submissions• Completed first 20 Core Components and prepared to submit to TBG

Plenary for approval.

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UN/CEFACT Overview, cont’dTBG17 2004 Schedule

• At least 4 meetings per year. Two plenary (March and September), two interim (this year 3 -- Amsterdam, Copenhagen, Palm Beach)

• Teleconferences twice per month

August 2004 – CopenhagenSept 2004 – Washington, DC

ForumDec 2004 – Palm Beach

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TBG17 Procedures (Membership)

Voting Members• TBG WGs & Other Forum Groups• Intl. Organisations• Others• Officers

General Membership• Participants or Observers

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TBG17 Procedures (Decision Making)

Consensus or Voting (1 per member)Quorum 80% of voting members andTwo thirds must approve motion

Voting members expected to represent their constituency

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TBG17 Procedures (External Liaisons)

Organisations external to the Forum can participate and submit via the establishment of an officially recognised liaison to TBG17.

Such organisations can be:• Intl Standards Organisations• Intl or regional User Groups• Governmental Organisations

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Current Submissions Lista) TBG Internal

• TBG1 Supply Chain (Steel Industry Procurement)

• TBG3 Transport • TBG6 Construction (e-tendering) • TBG8 Insurance (ACORD, eEg7, CSIO)

b) Joint UN/CEFACT & ISO • UNTDED including WCO and UNeDocs

submissions c) External

• EAN.UCC• OAGI• SWIFT• OASIS UBL

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Harmonisation Submission Procedures (1)

The workbook template distributed by TBG17 is the required format for submissions:

•This workbook generates the dictionary entry names based on the rules in the CCTS.

•The workbook MUST be filled out completely, including definitions of used business terms.

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Harmonisation Submission Procedures (2)

• Scope statements are very important to assist TBG17 in understanding the business context to which a submission was relates.

• Additional background information such as class diagrams, data models etc. will be helpful to assist TBG17 in getting an overall picture of the business processes.

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Harmonisation Submission Requirements

• TBG17 REQUIRES that at least one representative from a submitting organisation be present at a meeting which is processing their submissions.

• The Controlled Vocabulary should be used in conjunction with the submissions to ensure a consistent meaning across submissions.– If a term exists in the controlled vocabulary,

please use it!– If a term does not yet exist, please submit it for

inclusion into the controlled vocabulary.• With each submission, changes or additions to the

controlled vocabulary are accepted.

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Setting Expectations• Submissions will be reviewed as often as possible. As

noted in previous slides, TBG17 meets at least 4 times per year. Twice at the forum, and another two times each year, once in the summer and once in the winter.

• At all meetings, we must have attendence of a representative from each of the organisations whose submissions are scheduled for review

• Harmonisation is likely to mean changes to submissions and a flexible culture will be essential to ensure success

• Harmonisation is not an exact science. • There will ALWAYS have to be judgements and

compromises.

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Deliverables• TBG17 approved Core Components Library

• This includes BCC, ACC, etc. • Full audit of submissions back to submitter

including feedback to illustrate ”what happened”

• Summary of all actions taken during the meeting• Distributed to TBG17 mailing list. Each TBG

group should have a representative on our team, this mechanism is a way to ensure your team gets brief feedback on what happened.

• Controlled Vocabulary document• Submission and pre-harmonisation guidance

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Submission Example For Address ACC and BCCs

1. Look across all the submissions for common items – in this case Address.

2. We have submissions of Address from:• TBG6• SWIFT• Eurofer• OAGIS• TC154

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Submission Example Combine All Submissions (1)

• Identifier• Format Code• Addressee Text• Building Number• Building Name• Street Name• Unit• Floor • Post Box• City• Country Code• Postal Code• City SubEntity• Country SubEntity

• Delivery Point– Content Code– Delivery Point Name

• Content• Enumerated Content

• Line One• Line Two• Post Code• Unstructured Max_140• Address Type Code• Mailing Indicator Yes No

Indicator

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Submission Example Combine All Submissions (2)

• Registration Indicator Yes No Indicator

• Temporary Indicator Yes No Indictaor

• Block Max 35• Building Identification Max 35• Building Name• Country Code• Country Identification Max 35• District Name Max 35 • Floor Max 16• Lot Max 35• Mail delivery Sub Location Max

35• Post Code identification Max

15• Post Office Box max 15• Region Identification Max 36

• State Max 35• Street Name Max 35• Street Building Identification Max

35• Suite Identification Max 35• District Subdivision Identification

Max 35• Location• Building Name• Street Name• District Name• District Sub Division Name• City Name• Postal Zone• State Province Name• Country ID• Address Line• Country ID

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ADDRESS ACC

BCCs• Identifier• Format• City Name• Post Code• Additional Street• Delivery Point• Block• Building Number• Department• Door

Associations• Country• Country Sub-Division• Geo Coordinate• Status• Preference

•Floor•Inhouse Mail•Address Line 1•Address Line 2•Address Line 3•Address Line 4•Address Line 5•Plot•Post Office Box•Street•Wing

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Next Step – Discussions

1.Each of the submissions are discussed in detail with the attendees

2.Definitions are checked against OED and Dictionary.com

3.Semantically similar concepts are combined

4.Dictionary entry names are adjusted to be more generic (if possible)

5.Definitions are clarified where needed

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Next Step – Mapping

Each of the original submissions are mapped to the “new” entry in the Core Component library along with comments recording what happened.

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Next Step – Feedback to Submitters

1.A report is generated detailing what happened with the submission.

2.A summary of this report is emailed to the TBG17 mailing list highlighting changes and additions to the library and Controlled Vocabulary.

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Tentatively Approved ACC Core Components

• Account• Address• Country• Country Sub-Division• Geo Coordinate• Organisation• Location• Person• Communication• Communication

Number

• Preference• Period• Contact• Status• Registration• Relationship• Event• Tax Fee• Dimension• Range• Calculation

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ACCOUNT

BCC’s• Identifier• Status• Name• Currency Code• Distinction Code

Associations• Status• Country• Person• Organisation

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Country

BCC’s•Identifier•Name

Associations•N/A

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Country Sub-Division

BCC’s•Identifier•Name

Associations•N/A

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Geo Coordinate

BCC’s•Identifier•Altitude•Latitude•Longitude•Direction

Associations•N/A

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OrganisationBCC’s

• Identifier• Name• Legal Status• Business Type• Established Date• Count• Unit Name• Code

Associations• Account• Location• Organisation• Contact• Tax Fee• Relationship• Registration

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LocationBCC’s

•Identifier•Name•Numeric

Associations• Geo Coordinate• Address• Location• Organisation• Contact• Tax Fee• Relationship• Registration

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PersonBCC’s

• Identifier• Full Name• Given Name• Nickname• Middle Name• Family Name• Previous Name• Title• Salutation• Family Name Prefix• Suffix• Birth Date• Death Date• Marital Code• Gender Code• Age• Characteristic• Language

Associations• Location• Country

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CommunicationBCC’s

• URI• Indicator• Instant

Messenger

Associations• Communicatio

n Number• Address• Preference

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Communication NumberBCC’s

• Number• Extension• Country Dialing

Code• Area Dialing Code• Dial Number• Type Code• Exchange• Access

Associations• Preference

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PreferenceBCC’s

• Preferred Indicator

• Priority

Associations• Period

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PeriodBCC’s

• Measure• Indicator• Text• Start Date Time• End Date Time

Associations• Period

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ContactBCC’s

• Identifier• Job Title• Responsibility• Department

Associations• Person• Organisation• Communicatio

n• Preference

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StatusBCC’s

• Status Code• Status Reason• Date Time

Associations• Period

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RegistrationBCC’s

• Code• Date Time• Text• Measure• Indicator• Numeric

Associations• Status• Period• Country• Country Sub-

Division

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RelationshipBCC’s

•Code•Text

Associations•Period

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EventBCC’s

•Identifier•Date Time•Code•Text•Numeric

Associations•Location•Person•Organisation•Period•Status

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Tax FeeBCC’s

• Identifier• Date Time• Amount• Code• Text• Numeric• Quantity

Associations• Location• Country• Country Sub-

Division• Period• Status

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DimensionBCC’s

•MeasureAssociations

•N/A

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RangeBCC’s

•MeasureAssociations

•N/A

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CalculationBCC’s

•Amount•Quantity•Numeric•Text•Code•Date Time

Associations•N/A

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UN/CEFACTSIMPLE, TRANSPARENT AND EFFECTIVE

PROCESSES

FOR GLOBAL BUSINESS.

Questions?