ALLTEL. Not just a phone company. Information services $16.

1
IFX Forum OMG Presentation

• Jim Shain
• IFX Architecture Chairman
• November 18, 2002

2
ALLTEL

• Not just a phone company
• Information services
• 16.3 Billion in assets
• 7.7 Billion in revenue
• 25,000 employees
• Fortune 500
• Concentrates on large financial institutions
• Retail deposits, loan and mortgage

3
IFX

• Interactive Financial eXchange
• Business message specification
• Over 500 pages
• Implementation guides
• First release April 2000
• Current release 1.3
• Object based messages
• XferAddRq/XferAddRs
• DISA
• X12, MISMO, HR-XML

4
Standards Adoption

• Determine area of interest
• Gather critical mass
• Publish standard
• Get the message out

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Determine Area of Interest

• Market survey
• Find area not served by other standards
• Differentiate yourself
• How is this standard different from others
• Ally with similar groups
• Utilize work done in other standards

6
Gather Critical Mass

• Recruit the major players
• Dont be a standard of one
• Open to all
• Best ideas for extensions
• Recruit implementers
• Find companies that have a track record for
  implementing standards
• Recruit standard players
• Companies that have clout by name alone

7
Publish Standard

• Limit scope
• Dont be standard to end all standards
• Set reasonable expectations
• Limit release cycle to year or less
• Be diligent
• Avoid increase in scope
• Conference calls
• Face-to-face meetings

8
Get the Message Out

• Implement!
• Marketing, marketing, marketing
• Publish to the web
• Follow-up on web inquires
• Targeted e-mail
• Talk to the press
• Invite research groups to meetings
• Attend and promote at other events

9
Recent Activity

• ATM/POS group formation
• NCR, Diebold, ACI, Bank of America, Wincor
  Nixdorf
• Focus on terminal to acquirer messages not
  ISO-8583 replacement
• GA scheduled 1Q2003

10
ATM/POS Proposals

• Terminal object
• Defines location and description
• Device object
• Device description and attributes
• Terminal security
• Key exchange
• Credit and debit messages
• Reversal verb
• Inventory and balancing
• Payment enclosed

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Other Activities

• Replace IFX envelope with standard
• SOAP
• Replace transportation mechanism
• Web Services
• ebXML
• Primer documents

12
Questions?