US Workshop Sep 04 CEN TC 278 WG3 SG5 Interoperable Fare Management System Architecture David...

US Workshop Sep 04US Workshop Sep 04

CEN TC 278 WG3 SG5Interoperable Fare Management

System Architecture

CEN TC 278 WG3 SG5Interoperable Fare Management

System Architecture

David SentinellaDavid Sentinella

Department for TransportDepartment for Transport


Department for TransportDepartment for Transport

US / CEN Workshop on Fare Management System

US / CEN Workshop on Fare Management System


Workshop AgendaWorkshop Agenda Overview, context settingOverview, context setting

Roles and responsibilitiesRoles and responsibilities

UK exampleUK example

Norwegian exampleNorwegian example

Use CasesUse Cases

InterfacesInterfaces

Identification and SecurityIdentification and Security

Overview, context settingOverview, context setting

Roles and responsibilitiesRoles and responsibilities

UK exampleUK example

Norwegian exampleNorwegian example

Use CasesUse Cases


Identification and SecurityIdentification and Security

- David- David

- Trond- Trond

- David- David

- Trond- Trond

- David- David

- David- David

- Trond- Trond

- David- David

- Trond- Trond

- David- David

- Trond- Trond

- David- David

- David- David

- Trond- Trond


Interoperability - a customer‘s perspective

Interoperability - a customer‘s perspective

Interoperability provides the customer with a seamless journey using Interoperability provides the customer with a seamless journey using oneone Customer Media independent of the transport means and service providers Customer Media independent of the transport means and service providers

Interoperability provides the customer with a seamless journey using Interoperability provides the customer with a seamless journey using oneone Customer Media independent of the transport means and service providers Customer Media independent of the transport means and service providers

Operator 2Operator 2

Operator 1Operator 1

Operator 3Operator 3 Operator 4Operator 4

Operator xOperator x

Operator yOperator y

Customer Media


Europe 2000 - Without Interoperability

Europe 2000 - Without Interoperability

UK

France

Spain

Germany

Italy

Denmark

Norway


European RequirementsEuropean Requirements InteroperabilityInteroperability Hardware & supplier independent interface descriptionHardware & supplier independent interface description Functionally neutral to specific transport organisation Functionally neutral to specific transport organisation

structuresstructures Recognise and prevent internal and external fraud Recognise and prevent internal and external fraud

attacks (Security)attacks (Security) Integrity of dataIntegrity of data Easy and Fair Settlement, independent of commercial Easy and Fair Settlement, independent of commercial

agreementsagreements Flexibility to cover existing and new tariff systems Flexibility to cover existing and new tariff systems

(products)(products) Compliance with data protection and financial services Compliance with data protection and financial services

lawslaws Multi application customer mediaMulti application customer media

InteroperabilityInteroperability Hardware & supplier independent interface descriptionHardware & supplier independent interface description Functionally neutral to specific transport organisation Functionally neutral to specific transport organisation

structuresstructures Recognise and prevent internal and external fraud Recognise and prevent internal and external fraud

attacks (Security)attacks (Security) Integrity of dataIntegrity of data Easy and Fair Settlement, independent of commercial Easy and Fair Settlement, independent of commercial

agreementsagreements Flexibility to cover existing and new tariff systems Flexibility to cover existing and new tariff systems

(products)(products) Compliance with data protection and financial services Compliance with data protection and financial services

lawslaws Multi application customer mediaMulti application customer media


Local Local ‘existin‘existin

g’ g’ ticketinticketin

g g

E-purseE-purse

DirectoryDirectory

ProductsProducts

E-Europe TB7 /E-Europe TB7 / ISSS URIISSS URINational ProjectNational Project

Application RelatedApplication Related

TC224 WG11TC224 WG11

IOPTA /IOPTA /

EN1545EN1545

Multi-application Directory - ACCESSMulti-application Directory - ACCESS

System RelatedSystem Related

TC278 WG3TC278 WG3

‘ ‘FRAMEWORK’FRAMEWORK’

ISSS FASTEST / ISSS FASTEST /

E-Europe TB9E-Europe TB9ActorsActors

TC278 in context - WHY the IFM...TC278 in context - WHY the IFM...

ISO 14443ISO 14443

WordsWords

GrammarGrammar

StorageStorage


Norway Switzerland UIC

France Germany Great Britain Netherlands

Announced schedule for the standard: work started in May 2000 Document for formal vote 2004/05

Significant Member ContributionsSignificant Member Contributions

15 Members are participating in 15 Members are participating in CEN TC278 WG3 (SG5)CEN TC278 WG3 (SG5)

15 Members are participating in 15 Members are participating in CEN TC278 WG3 (SG5)CEN TC278 WG3 (SG5)


Europe 2004 - interoperability with IFM base

Europe 2004 - interoperability with IFM base

ITSO

VDV-Kernapplikation

Translink

Intercode + interbobAustria

Nortic


Benefits of an IFMBenefits of an IFM

Simplify commercialSimplify commercialagreementsagreements

Remove barrier toRemove barrier toimplementationimplementation

Competitive Competitive procurementsprocurementsReduced costsReduced costs

Reduced Reduced Maintenance costsMaintenance costs

Easy and Fair SettlementEasy and Fair Settlement

Enlarged Tariff Product RangeEnlarged Tariff Product Range

Increase Boarding capacityIncrease Boarding capacity

Reliable data for Transport planningReliable data for Transport planning

Easy to extend to larger transport areas and Easy to extend to larger transport areas and new servicesnew services

Seamless JourneySeamless Journey

Easy AccessEasy Access

Customer adapted Customer adapted ProductsProducts

UserUser AuthorityAuthority OperatorOperator


Scope of the IFMScope of the IFM

To provide the basis for To provide the basis for multi-operator/multi-service multi-operator/multi-service Interoperable Public Transport Fare Interoperable Public Transport Fare Management Systems (IFM) on a national Management Systems (IFM) on a national and international level.and international level.

to define a reference functional architecture to define a reference functional architecture

to identify the requirements that are relevant to to identify the requirements that are relevant to ensure interoperability between several actors in ensure interoperability between several actors in the context of the use of electronic tickets.the context of the use of electronic tickets.

To extend existing international standards to To extend existing international standards to describe ticketing requirementsdescribe ticketing requirements

To provide the basis for To provide the basis for multi-operator/multi-service multi-operator/multi-service Interoperable Public Transport Fare Interoperable Public Transport Fare Management Systems (IFM) on a national Management Systems (IFM) on a national and international level.and international level.

to define a reference functional architecture to define a reference functional architecture

to identify the requirements that are relevant to to identify the requirements that are relevant to ensure interoperability between several actors in ensure interoperability between several actors in the context of the use of electronic tickets.the context of the use of electronic tickets.

To extend existing international standards to To extend existing international standards to describe ticketing requirementsdescribe ticketing requirements


Functions of the IFMFunctions of the IFM

The IFM system includes all the The IFM system includes all the functions involved in the fare functions involved in the fare management process such asmanagement process such as

Management of ApplicationManagement of Application

Management of Products Management of Products

Security managementSecurity management

Certification, Registration and IdentificationCertification, Registration and Identification

The IFM system includes all the The IFM system includes all the functions involved in the fare functions involved in the fare management process such asmanagement process such as

Management of ApplicationManagement of Application

Management of Products Management of Products

Security managementSecurity management

Certification, Registration and IdentificationCertification, Registration and Identification


The IFM StandardThe IFM Standard Identification of the different functional Identification of the different functional

entities in relation to the overall fare entities in relation to the overall fare management system.management system.

Definition of a generic model describing Definition of a generic model describing the logical and functional architecture.the logical and functional architecture.

Use cases describing the interactions Use cases describing the interactions and data flows between the different and data flows between the different functional entities.functional entities.

Description of security requirements.Description of security requirements.

Identification of the different functional Identification of the different functional entities in relation to the overall fare entities in relation to the overall fare management system.management system.

Definition of a generic model describing Definition of a generic model describing the logical and functional architecture.the logical and functional architecture.

Use cases describing the interactions Use cases describing the interactions and data flows between the different and data flows between the different functional entities.functional entities.

Description of security requirements.Description of security requirements.


SecuritySecurityManagerManager

RegistrarRegistrarCustomer Customer service service

Service Service OperatorOperator

Product Product ownerowner

Application Application ownerowner

Collection Collection & &

ForwardinForwardingg

Product Product RetailerRetailer

Application Application RetailerRetailer

CustomerCustomer

The IFM ModelThe IFM Model


Roles and ResponsibilitiesRoles and Responsibilities


IFM model applied in the UK IFM model applied in the UK


A real IFM systemA real IFM system

ApplicationRetailer

ApplicationOwner

ProductRetailer

ProductOwner

Customer (Media)

ServiceOperator

Collection & Forwarding

Security Manager

Registrar

IFM Manager

ApplicationRetailer

ApplicationOwner

ProductRetailer

ProductOwner

Customer (Media)

ServiceOperator

Collection & Forwarding

Security Manager

Registrar

IFM Manager

+ =


““We are actively promoting We are actively promoting smartcard technology which smartcard technology which will bring the possibility of a will bring the possibility of a

whole new range of ticket whole new range of ticket products, with far more products, with far more

flexibility than is possible at flexibility than is possible at present.”present.”John Spellar, Bus Partnership Forum Feb 03

““We are actively promoting We are actively promoting smartcard technology which smartcard technology which will bring the possibility of a will bring the possibility of a

whole new range of ticket whole new range of ticket products, with far more products, with far more

flexibility than is possible at flexibility than is possible at present.”present.”John Spellar, Bus Partnership Forum Feb 03

UK Department for Transport Progress

UK Department for Transport Progress


How to achieve it….How to achieve it…. Buy-in from existing schemes Buy-in from existing schemes Local control Local control Competitive procurementsCompetitive procurements Appropriate interoperabilityAppropriate interoperability Ensure competitive advantageEnsure competitive advantage Consistent customer handling Consistent customer handling

proceduresprocedures The any time, any where principle for The any time, any where principle for

the customerthe customer

Buy-in from existing schemes Buy-in from existing schemes Local control Local control Competitive procurementsCompetitive procurements Appropriate interoperabilityAppropriate interoperability Ensure competitive advantageEnsure competitive advantage Consistent customer handling Consistent customer handling

proceduresprocedures The any time, any where principle for The any time, any where principle for

the customerthe customer

RealismRealism


The EnvironmentThe Environment

MemberMemberorganisationorganisation

Component / systemComponent / systemcertificationcertification

ProductProductregistrationregistration

SpecificationSpecificationmanagementmanagement

OrganisationOrganisationregistrationregistration

SecuritySecurityinfrastructureinfrastructure

OperatingOperatingRulesRules

Security Security ManagementManagement


ITSO FunctionsITSO Functions

ProductProductOwnerOwner

SSEETTTTLLEEMMEENNTT

BUYBUY

USEUSE

SecuritySecurityTestingTestingRegistrationRegistration

CCOOLLLLEECCTTIIOONN

FFOORRWWAARRDDIINNGG

CENCEN


Current PrioritiesCurrent Priorities

Interoperable supplier tests - PROVENInteroperable supplier tests - PROVEN

Specification Published - March 04Specification Published - March 04

Legacy and “early adopter schemes” - Legacy and “early adopter schemes” - Summer 2004 onwardsSummer 2004 onwards

ITSO mandated for Local Authority spendITSO mandated for Local Authority spend

Co-operation across Government Co-operation across Government DepartmentsDepartments

European StandardisationEuropean Standardisation

Interoperable supplier tests - PROVENInteroperable supplier tests - PROVEN

Specification Published - March 04Specification Published - March 04

Legacy and “early adopter schemes” - Legacy and “early adopter schemes” - Summer 2004 onwardsSummer 2004 onwards

ITSO mandated for Local Authority spendITSO mandated for Local Authority spend

Co-operation across Government Co-operation across Government DepartmentsDepartments

European StandardisationEuropean Standardisation


Joining upJoining up Transport ticketing ApplicationTransport ticketing Application Traveller InformationTraveller Information Other applicationsOther applications Card independence - a ‘family of Card independence - a ‘family of

cards’cards’ Issues / OpportunitiesIssues / Opportunities

card sharing / costs….card sharing / costs…. Cross fertilisation (specification, Cross fertilisation (specification,

commercials, security & testing)commercials, security & testing) Infrastructure roll out...Infrastructure roll out...

Transport ticketing ApplicationTransport ticketing Application Traveller InformationTraveller Information Other applicationsOther applications Card independence - a ‘family of Card independence - a ‘family of

cards’cards’ Issues / OpportunitiesIssues / Opportunities

card sharing / costs….card sharing / costs…. Cross fertilisation (specification, Cross fertilisation (specification,

commercials, security & testing)commercials, security & testing) Infrastructure roll out...Infrastructure roll out...


IFM model applied in Norway IFM model applied in Norway


The IFM - Use CasesThe IFM - Use Cases


Use Case DescriptionsUse Case Descriptions Use Cases describe a toolbox for the Use Cases describe a toolbox for the

‘functional’ implementation of IFM ‘functional’ implementation of IFM systems.systems.

38 separate Use Cases cover the 38 separate Use Cases cover the following areas:following areas: CertificationCertification RegistrationRegistration Management of ApplicationManagement of Application Management of ProductManagement of Product Security ManagementSecurity Management Customer Service ManagementCustomer Service Management

Use Cases describe a toolbox for the Use Cases describe a toolbox for the ‘functional’ implementation of IFM ‘functional’ implementation of IFM systems.systems.

38 separate Use Cases cover the 38 separate Use Cases cover the following areas:following areas: CertificationCertification RegistrationRegistration Management of ApplicationManagement of Application Management of ProductManagement of Product Security ManagementSecurity Management Customer Service ManagementCustomer Service Management


Product lifecycle in the systemCertification & Registration

Product lifecycle in the systemCertification & Registration

Certification of Product Specification & Template

Registration of Product Template

Dessemination of Product Template

Registration of Product

Regular and Forced Termination of Product Template


Example Use CaseExample Use CaseUse case name Dissemination of a Product Template

Outline Dissemination of registered Product Template enablingauthorised actors to handle the Product.

Triggered by PRODUCT OWNER

Actor(s) COLLECTION & FORWARDING OPERATORPRODUCT RETAILERSERVICE OPERATORPRODUCT OWNER

Use Case description Dissemination of Product Template comprises: Distribution of Product Template by PRODUCT

OWNER to COLLECTION & FORWARDINGOPERATOR

Distribution of Product Template by COLLECTION &FORWARDING OPERATOR to authorisedPRODUCT RETAILER

Distribution of Product Template by COLLECTION &FORWARDING OPERATOR to authorised SERVICEOPERATOR

Use case name Dissemination of a Product Template

Outline Dissemination of registered Product Template enablingauthorised actors to handle the Product.

Triggered by PRODUCT OWNER

Actor(s) COLLECTION & FORWARDING OPERATORPRODUCT RETAILERSERVICE OPERATORPRODUCT OWNER

Use Case description Dissemination of Product Template comprises: Distribution of Product Template by PRODUCT

OWNER to COLLECTION & FORWARDINGOPERATOR

Distribution of Product Template by COLLECTION &FORWARDING OPERATOR to authorisedPRODUCT RETAILER

Distribution of Product Template by COLLECTION &FORWARDING OPERATOR to authorised SERVICEOPERATOR


Interfaces within IFMInterfaces within IFM

Information flow through IFMInformation flow through IFM

Two types - Two types -

interfaces to general IFM functions interfaces to general IFM functions [registration and security][registration and security]

interfaces between entities in the IFMinterfaces between entities in the IFM

Examples…..Examples…..

Information flow through IFMInformation flow through IFM

Two types - Two types -

interfaces to general IFM functions interfaces to general IFM functions [registration and security][registration and security]

interfaces between entities in the IFMinterfaces between entities in the IFM

Examples…..Examples…..


Thank youThank you


[email protected]@dft.gsi.gov.ukuk


[email protected]@dft.gsi.gov.ukuk


Potential BarriersPotential Barriers Common fare structure - competition law issuesCommon fare structure - competition law issues

potential for incompatibility between multiple potential for incompatibility between multiple business cases from different providersbusiness cases from different providers

Ability to organise numerous organisationsAbility to organise numerous organisations

Integration perceived winners and losersIntegration perceived winners and losers

Operators use wide range of old equipment and Operators use wide range of old equipment and non computerised processesnon computerised processes

eMoney regulationseMoney regulations

Senior executive knowledge baseSenior executive knowledge base

Investment by small operators, specifically with Investment by small operators, specifically with regard to back office developmentregard to back office development

Common fare structure - competition law issuesCommon fare structure - competition law issues

potential for incompatibility between multiple potential for incompatibility between multiple business cases from different providersbusiness cases from different providers

Ability to organise numerous organisationsAbility to organise numerous organisations

Integration perceived winners and losersIntegration perceived winners and losers

Operators use wide range of old equipment and Operators use wide range of old equipment and non computerised processesnon computerised processes

eMoney regulationseMoney regulations

Senior executive knowledge baseSenior executive knowledge base

Investment by small operators, specifically with Investment by small operators, specifically with regard to back office developmentregard to back office development

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