Projects

1
Projects

• Extend DJ
• Pengcheng Wu traversals through functional edges
• Service business application using AspectJ or
  Aspectual Components
• University
• Bank
• se following view graphs and model bank viewgraphs

2
Projects

• Therapon Skotiniotis
• contracts with AspectJ
• extend Java language with pre- and
  post-conditions
• translate to AspectJ code that will add pre- and
  post-conditions as run-time checks into Java
  program

3
Project Proposal Develop a Service Business Model

• with Andreas Kuenzli, UBS

4
Service Business Structure
static context of where and how you do
business, basic capabilities, service
enabler dynamic service delivery
core
domain 1
domain 2
static base
Party, Account, Agreement, StaticBusinessInstance
(open, consolidate, close, modify, search)
consolidation
agreement
dynamic base
TrackingSystem, DynamicBusinessInstance, (post,
settle, close, verify) Audittrail(technical,busine
ss)
5
Notes

• Precondition for dynamic business instances
  existence of agreement in consolidated state
• The enabler/consolidation/delivery model for
  service businesses how is security handled?
  Check roles filled by right people.

6
Industrial Business Structure
static context of where and how you do
business, basic capabilities dynamic service
delivery
core
domain 1
domain 2
static base
consolidation
agreement
dynamic base
new BusinessInstance, complicated
Tracking, multiple agreements per business
instance
7
University
core
grad
undergrad
static base
degree/course catalog
agreement
consolidation
dynamic base
scheduling of courses course delivery
8
Bank
PB private banking CB corporate banking
core
PB
CB
static base
product catalog
agreement
consolidation
dynamic base
value movement customer interactions
9
BankBusiness Instance
core
domain 1
domain 2
static base
open party, search
agreement
consolidation
dynamic base
post, settle, close, verify
10
UniversityBusiness Instance
core
domain 1
domain 2
static base
open student, search
admission gt agreement
consolidation
dynamic base
post, produce transcript, graduate, verify
graduation requirements
11
Business Units

• client facing market facing
• U registrar, faculty, admission, purchasing
• B client advisors front division
• regulatory facing
• U president, deans, board
• B CEO (officers), board
• street facing (competitor facing)
• U other universities and research ind. labs,
  journals
• B investment banking, treasury

12
Notes

• no workflows only business processes comprised
  of activities separation of concerns
• workflows are refinement of business processes
• order routing in Business Instance
• settlement before printing

13
Need three levels?

• business processes expressed in terms of activity
  roles
• activity roles expressed in terms of
  organizational roles
• organizational roles matched to employee roles
  different levels of security

14
Business instances

• static triggers open, consolidate, close,
  modify, search, view, find.
• changing addressing results in new agreement
  name change does not result in new agreement,
  modify client relation
• dynamic posting, risk event instance (not input)
• triggers of business instances
• withdrawal, deposit, over-the-counter
  transaction, reverse entry posting
• settlement (periodic or closing) interest and
  fee calculation

15
BI withdrawal, deposit, PB,CB

• receiving (credited) account, charged account
• when
• who
• agreement? transaction permitted by this person?
• instruction date
• posting date
• order routing input output
• check regulatory restrictions amount too large
• execute transaction

16
check state

• status bank balance, internal account, internal
  agreement, post for all accounts, no interest,
  compute balance

17
Organization chart Bank

• Administration
• Treasury, Risk, Distribution, Financial, Audit,
  ComplianceLegal
• Divisions
• Investment Management
• Businessarea
• Investment persons
• Corporate
• Wealth Management (one party)
• Businessarea Private, Retail
• Asset Management (multiple parties)
• Pension Funds, Equity Capital