Innovation in Healthcare: Transforming Paper to an eSubmissions SOA
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Transcript of Innovation in Healthcare: Transforming Paper to an eSubmissions SOA
1 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
David RR WebberLead Analyst NIH/ODIllumonus Group
Session Title:Innovation in Healthcare: Transforming Paper to an eSubmissions SOA
WelcomeWelcome
to Transformation and Innovation 2007 The Business Transformation Conference
2 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Agenda
Project History / Background / Goals
Technology Approach
SOA Details
Open Source / Open Standards
Summary / Review
3 3 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
2007
Project History / Background / Goals
• Grants Community (healthcare research)
• NIH/OD eRA eReceipts
• Beyond Paper
4 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Grants Community (health research)• Grants.gov portal created by Congress
• Central collection point for all government grants information
• Supplemental ability to submit grants via routing service
• Offers central forms facilities for Agencies
• Can authenticate applicants (complex!)
• Health research submissions major community ($4B annual funding)
5 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Applicants - prefer a common viewThe typical grant applicants’ challenge
Juggling all the various different formats and procedures
6 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Agency Delivery Services
Client Application
Forms
S2S
Services
Grants Management
Tools
Opportunity Repository
Public Grants Portal
Grants.gov
Certification,Verification
SubmissionHandler / Routing
PDF-based web browser deployment +extensible open tools
Open source transport web services andsecure B2G interfacing
Open source transport web services andsecure G2G interfacing
Exchange infrastructurewith XML and PDF content
SAML based sign-on and verification services
Web htmlportalservices
Web based menus and forms / XML-based configuration profiles
Adobe LiveCycle with download packages and web management forms
7 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Beyond Paper - NIH Grants Management
• NIH issues billions of dollars in grant awards to investigators worldwide annually
• Receives 70,000+ research and training grant applications
• Handling 20,000,000+ pages of paper
• Goal - to electronically receive, verify and accept ALL Research/Research related Grant Applications (initially 80:20 rule, then all)
8 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Grants Support Services Components• Submission of modular grants• Submission of full budget grants (no sub-projects or
consortia)• Validation results returned to Submitter system• Validation service before submission• Grant image generation by NIH• View and approve generated image for sign-off of
submission (web GUI)• Investigator Personal profile query and update• Status inquiries in grant workflow processing• Notification of peer review assignment
9 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
NIH Exchange - Design Goals• Automated registration of participants• Ability to self-certify exchange transactions• Version control and ability to approve partners• Centralized registry for participant management• Declared and shared business rule scripting• Integration through messaging services• Backend application integration services• Uses open public specifications and open source
10 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
NIH/OD eRA eReceipts• National Institutes of Health
– Electronic Receipts Administration• eReceipts Exchange:
– interface to Grants.gov– system-to-system support– “Commons” web application– Grants award tracking
• On the web at: – http://era.nih.gov– http://era.nih.gov/ElectronicReceipt/system.htm
11 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
CIO’s perception of SOA Today• Independent of underlying technology
• A general model for offering computing and information services in large, loosely coupled, highly distributed environment.
• The standardized and probably most widely associated implementation technology is web services
• But many look to implement SOA with their foundation technologies such as IBM MQ Series or Oracle A/S
12 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Core eGovernment RequirementsBusiness Perspective – meeting goals / needs
Community of Practice – fostering open adoption
Management – formal oversight and methods
Accessibility – open platform, open system
Security – certify participants, non-intrusively
Agility – flexibility of interfaces, content, rules
Performance – scalability, cost, re-use, maintenance
13 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Help Desk / Culture Transition
• Old paper based submission knowledge• New electronic forms submission
– Understand entry process– Manage verification sign-up– Link to existing Commons web forms– Supporting documents generation – Scanning and digital images– Reporting and tracking via email
14 14 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
2007
Technology Approach
• Document Handling - PDF• Submission Information - XML• Transports – https, WSDL, ebXML, SSL
– S2Sclient application
• Knowledge Mining support
15 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Technology - Quick History• Notion of using Internet to securely
exchange digital business information–PDF started in 1991 by Adobe; 1993 launch
–XML started in 1997
–B2B work on XML/edi and ebXML
–ebXML specification – May 11th, 2001
–Web services – started 2001 as ‘quick fix’
–WSDL and XSD developed by W3C
• Web services used by Amazon and eBay
• Marketing of SOA emerges
16 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
PDF attachments
http connection
Grants.govIntake &
Processing
Applicant Grants.gov
Asych Messaging
22223333
Client Side Validation
Agency Rules
Federal Rules
Federal Credential
Agency Credential
Structure / Data
PDF attachments
XML formsUpload
1111
XML data
Grants.govIntake &
Processing
Staged Exchanges5555
Agency Rules
4444
Document Handling – PDF / XML
Grants.gov
17 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
PDF attachments
PDF Form images
Grants.govIntake &
Processing Agency Downstream
Systems
Applicant Grants.gov
Asych Messaging
3333Delivery Packaging
1111
PDF attachments
XML data
6666Delivery
ZIP package
SOAPpackage
Grants.govIntake &
Processing
Asych Messaging
Agency Downstream
Systems
Separate
Staged
Delivery
Indirect feedback
XML data
XML responseDirect feedbackStaged Exchanges
PDF Form imagesGeneration
5555
8888
9999
7777
Agency
Packaging / Delivery
18 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Knowledge Mining Support• Extract of text from PDF(s)• Selection of data from XML• Import to knowledge mining tools (commercial)• Reporting and querying by NIH staff• Ability to import profiles into KM tools of
reviewers and researchers• Knowledge mining potential for healthcare
research:– Leveraging Knowledge for Modern Science Management
Monday, February 06, 2006– http://videocast.nih.gov/ram/km020606.ram
19 19 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
2007
SOA Details• Partner Management - CPA
• External Information Services
• Internal Delivery Exchanges
• Security Considerations
• Toward Registry Facilitation
• Acceptance Testing and Version Control
20 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
What exactly is SOA?• SOA still very much dependent on the
focus of the advocate
• Some commonly accepted wisdoms– Using internet TCP/IP based exchanges– Both “real time” and “batch” services– Need registry to manage content / services– Robust Security and Authentication– Partner profiles - MoU, roles, context– Rule based business information handling– Business process formalization
21 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Operational Requirements• Outward facing messaging systems• Formal agreement profiles for business participants• Business process workflow definitions • Information exchange rules• Registry to hold agreements, definitions, scripts / (provides common point of reference for partners to ensure consistent operational practices)• Internal integration routing and dispatch methods• User interfacing for entry/control with quick sign-up
22 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
1. Memorandum of Understanding Business Analyst
• Meeting of the Minds• Business Goals• Define Scope• Rough Timeline• Creation / Best Practice Wizard
CPA – Collaboration Profile Agreement
2. Collaboration Protocol Agreements Operations Managers
• Precise Choreography• Automated• Messaging Parameters• Profiles and Templates for creation• Runtime XML instances• Configure partner setup
3. On-line RegistrySystems Administrators • Manage operational use• Provide automation access
23 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Rules
Applications Workflow and
State Management
Presentation, Control and Reporting Services
Grants.gov
Content Management
Document Management
Application Tracking
Integrated front-end system for applicants and
partners
Shared data repository of key information
Web formssystem
Web formssystem
OracleDatabase
OracleDatabase
ExchangeServices
ExchangeServices
XML
Document
Handling
Document
Handling
RegistryRegistry
RegistryServices
RegistryServices
Security & Privacy
Customer Management
Pluggable Status
Tracking
Pluggable Status
Tracking
ExternalParties
ExternalParties
MessageExchanges
XML
1111
2222
3333
4444
5555
6666
Rules
Open Standards, Open Platform, Open Source
SubmissionDelivery
SubmissionDelivery
Asynch (pull delivery)Status update notices
Applicants
B2BDelivery
B2BDelivery
Full S2S Delivery Services –• Push• Query/Response• Pull
XML
eReceipts Workflow Overview
7777
8888
Knowledge Mining
24 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
S2SclientInstalled
S2Sclient Application Integration
NIHeReceiptsExchange
Transaction Handlers
ebXML
CPA
Partner configurations
XML
Oracle
ProcessingRules
references transactions
Internet
Partner’s Grant Tracking System
XMLXML
NIH Grants Systems
PartnerSetup Forms
ValidationServices
Rules
CPA
•Notices•Queries•Results•Errors•Updates
25 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Research
Cues /
Triggers Applicant
Profiles
ExchangeServices
ExchangeServices
Grants.gov
S2S exchanges
Other
Pluggable Status Tracking
Pluggable
Interfacing
Su
bm
issio
ns /
Exch
an
ges
Data
Persistence
Agent
Content
Validation
Agent
Neutral Data Handling Layer
Script
ScriptPDF
Handling
Services
Script
Script
Script
Script
Delivery
Queue
Dispatch
Queue
Registry ServicesRegistry Services
Dispatch
Agent
Script
KBase
HandlingPartner
Profiles
Semantic
Hierarchies
Interfacing
KBase ServicesKBase Services
Knowledge
Tools
1111
2222
3333 4444
5555
6666
Web
bro
wser
/
Web
serv
ices
SOA Conceptual Architecture
26 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Leveraging Open Standards• Combining best-of-breed solution with both
ebXML and Web services working together• Open source solution components to allow
unrestricted integration by partners• Foundation of ebXML formal interchange
model• Leveraging loose coupling of web services
27 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Role of Registry in the Service Lifecycle
Staging Registry
Service Provision
Publish
Discover Consume
Version
Service Consumption
OperateDeploy
Specify
Certify
Plan
Production Registry
Service Management
Publish planned Services
Certify in Approval Process
Register Versions and Redirect
Publish Via Staging Registry
Dynamic Run-time Discovery
Feedback QoS
Asset Management Tools
Developer Tools
Asset Management Tools
Developer Tools
Discover Services
Registry becomes “System of Record” for Service Lifecycle
28 28 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
2007Open Source / Open Standards• XML handling
• PDF and supporting tools
• Open platform needs
• Open source transport foundations• Rule based approach – (JBoss Rules/OASIS CAM)
• Technology integration resolution
29 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Open Source Components Used• XML handling – Java XMLBeans (BEA)• PDF handling – iText function library• Transport –
– Apache SOAP – freebXML Hermes v1.1– “S2Sclient” developed – grants application B2B applicance
• Rules engines –– JBOSS Rules (DROOLS) (Java rules interface conformant)– CAM (OASIS)– Both have Eclipse editors for easy rule entry
• Application Servers –– Tomcat OSS / Oracle App Server (not OSS)
• Database persistence– DerbyDB – embedded in S2Sclient
30 30 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
2007
Summary / Review• Becoming Center of Excellence
• Supporting Agency Re-Use
• Next Steps – – Business Processes – (BPSS)
– Knowledge Mining extending– Rule based handling – (JBoss Rules / CAM / PDF)
– S2Sclient - “ebXML B2B Appliance”
31 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Lessons Learned• Providing self-service facilities is key to rapid
adoption• Infrastructure exists today off-the-shelf to
create pre-built templates for industry domains
• Using open specifications allows integration into wide range of environments
• Open source solutions allows partners to readily obtain technology
• Use of partner id concept to manage partners and versioning interchanges
32 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Challenges / Opportunities Today
• Exposing synchronous and asynchronous interfacing to control content access
• Open source solution components to allow unrestricted integration by partners
• Leveraging loose coupling of web services• Combining best-of-breed solution with both
ebXML and Web services working together as formal model
• Industry best-practices and lessons learned (who has solved similar needs?)
33 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Beyond Grants Applications• The ability to interface quickly and easily to
external parties with limited resources is not just a grants applications need
• Secure reliable verifiable common communications infrastructure based on open public specifications
• Other potential applicable areas:– HHS - Cancer Research Centers– CDC – Emergency Alerting systems– NSF – National Science Foundation grants– Navy – Medical Services coordination– FEMA – Emergency supply chain delivery– DHS – Intra-agency information sharing– EPA – External regulatory reporting
34 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Thank YouThank You
David RR WebberLead Analyst, NIH/ODIllumonus Group
Contact Information:drrwebber@ acm.org
35 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Acronym SoupWSDL – web service description language
SOAP – simple object access protocol
ebXML – e-Business XML
REST – Representational State Transfer – http-based exchanges
XSD – XML Schema (structure / layout) Definition
XML – eXtensible Markup Language
W3C – World Wide Web consortium
B2B – business to business
MoU – Memorandum of Understanding
CPA – Collaboration Protocol Agreement (see also CPPA)
TCP/IP – internet communications syntax
36 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Project and Technology Resources
NIH eRA Project site – http://era.nih.gov
NIH Grants site - http://
era.nih.gov/ElectronicReceipt/
Commons online site – https://
commons.era.nih.gov/commons/
Grants.gov online site – http://
www.grants.gov/GetStarted
37 May 22-24, 2007
Washington Dulles HiltonThe Business Transformation Conference
Technology Resources
• www.oasis-open.org
• www.ebxml.org
• www.freebXML.org
• www.ebxmlforum.org
• www.apache.org