Software Factories for Financial Services

Recently a colleage asked me if Microsoft had any reusable patterns or factories for the financial services industry. Instead of just replying to him I thought I would share this with the rest of you as well.

As most of you know, Microsoft has been focused on the horizontal strategy for some time now. However, this is changing throughout the company. There is a bit of activity around building these reusable factories. The good news here is that it worked out in our favor. We tackled the horizontal factories first with factories such as CAB and Web Services. What this allows us to do is that we can inhearit from all that great work. Thus, we do not have to worry so much about the technology but focus more on the business capablities we want to expose for a specific verticle.

Financial Services Architecture Center: https://msdn.microsoft.com/FinServArch

Software Factories: https://msdn2.microsoft.com/en-us/architecture/aa699360.aspx

Loan Origination Reference Architecture Pack (Coming Soon)

Financial Services OBA

Learn more about composite applications, and how to build them on the 2007 Office System. We will use a banking scenario to focus on some of the specific needs for financial services. This scenario will provide means for partners and customers to integrate banking applications and establish consistency in this integration.

Global Bank

https://msdn2.microsoft.com/en-us/library/aa480467.aspx

These are a series of documents that show various software factories and how they can be used together to provide solutions to business and technical problems. It uses the example of Global Bank, which is a fictional banking organization that is modeled after real banks. The document demonstrates the business drivers that led to a series of technical decisions that ultimately result in the use of four software factories: Web Service Software Factory, Smart Client Software Factory, Web Client Software Factory, and Mobile Client Software Factory.

Banking Integration Factory

https://msdn2.microsoft.com/en-us/architecture/bb190164.aspx

The Banking Integration Factory combines various software factories and builds on them to provide solutions for integration. This factory also introduces the Microsoft vision for composite banking applications.

Insurance Reference Archtiecture for WS-* MEP's

Building Interoperable Insurance Systems with .Net 3.0 Technologies

Branch Office Infrastructure Solution

https://www.microsoft.com/technet/solutionaccelerators/branch/boisv1/default.mspx

BOIS is an example of how the Microsoft platform addresses branch banking issues. This architecture addresses key architecture areas: Logical Architecture, Physical Architecture, Security Architecture and Network Architecture.

Supporting Architectures and Factories of Note

Customer Care Framework (CCF)

https://www.microsoft.com/serviceproviders/solutions/ccf.mspx

Web Services Factory

https://msdn2.microsoft.com/en-us/library/aa480534.aspx

The Web Service Software Factory (also known as the Service Factory) is an integrated collection of tools, patterns, source code and prescriptive guidance. It is designed to help you quickly and consistently construct Web services that adhere to well known architecture and design patterns.

Smart Client Factory

https://www.microsoft.com/downloads/details.aspx?FamilyId=2B6A10F9-8410-4F13-AD53-05A202FBDB63&displaylang=en#Overview

The Smart Client Software Factory provides an integrated set of guidance that assists architects and developers in creating composite smart client applications. These practices and patterns have been identified during the development of many smart client applications and their components.