Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 1

What is ebXML?

UNeDocs Introduction, Strategy and

Objectives

Michael Dill, GEFEGChair, UN/CEFACT/TBG2 ‘Digital Paper’ Work Group

Co-Leader UNeDocs ProjectHoD Germany for ISO TC154

Co-Editor CEFACT Core Component LibraryEDIFICE representative to UN/CEFACT/TBG17

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 2

• What is the project about?• What is the UN Layout Key?• The basic approach of UNeDocs• The UNeDocs team

UNeDocs

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 3

UNeDocs Process Scope

Buy Pay Ship

Prepare for export

Import Prepare

for import Transport Export

Commercial Procedures•Establish sales contract•Order goods•Advise on delivery•Request payment

Transport Procedures•Establish transport contract•Collect, transport and deliver goods•Provide waybills, •Goods receipts, etc.

Regulatory Procedures•Obtain im/export licenses etc.•Provide Customs Declarations•Provide cargo Declarations•Apply security measures•Clear goods

Financial Procedures•Provide credit rating•Insurance•Execute payment•Issue statements

International Trade Reference Model

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 4

UNeDocs - The Objectives

To facilitate international trade and electronic transfer of data for cross border trade

• Trade Facilitation: harmonized, standardized, linked with Conventions and Regulations, usable for intergovernmental agreements

• electronic transfer of data: Digital Paper AND pure, simple eTransactions

• Cross border: trader, transport, customs statistic, Other Governmental Agencies

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 5

Combined Approach

Paper Documentaligned to UN Layout Key

Electronic Document ExchangeXML or UN/EDIFACT

Electronic Edit Form

<?xml version="1.0" encoding="UTF-8"?><n:Invoice xmlns:n="urn:oasis:names:tc:ubl:Invoice:1.0:0.70" xsi:schemaLocation="urn:oasis:names:tc:ubl:Invoice:1.0:0.70UBL_Library_0p70_Invoice.xsd">

<cat:ID>token</cat:ID><cat:IssueDate>2003-02-14</cat:IssueDate><n:TaxPointDate>2003-02-14</n:TaxPointDate><cat:BuyerParty>

<cat:PartyName><cat:Name>Bills

Microdevices</cat:Name></cat:PartyName>

</cat:BuyerParty><cat:SellerParty>

<cat:ID/><cat:PartyName>

<cat:Name>Joes Office Supply</cat:Name>

</cat:SellerParty><cat:InvoiceLine>

<cat:ID>1</cat:ID><cat:InvoicedQuantity

unitCode="token">5</cat:InvoicedQuantity><cat:Item>

<cat:Description>Pencils, box #2 red</cat:Description>

</cat:Item></cat:InvoiceLine>

</n:Invoice>

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 6

Facilitation and interoperability: • Align International Cross Border Data across Customs –

Regulatory Documents – Transport and Trade• Provide smooth migration path towards Digital Paper• Electronic successor of the paper-based UN Layout Key

(the UN Rec No 1 Unsung Hero)• Combining ISO 15000-5 Core Components, EDI, XML,

document presentation and box completion guidelines

• Increased semantic interoperability through reuse of UN/CEFACT Core Component Library

• Easy migration to newer versions• Extensibility by user restrictions

UNeDocs - Facilitation

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 7

UNeDocs - The Means

developing, publishing and maintaining a coordinated set of international standards

- UN/CEFACT Trade Reference Model - a comprehensive cross-domain data model- UN/EDIFACT and XML document structures- box completion guidelines

and - methodologies, e.g. for document

presentation, reuse, extension and maintenance.

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 8

UNeDocs - Deliverables

                                

• A Business Process Model illustrating where the UNeDocs documents fit into the operation of the International Supply Chain based on the UNCEFACT International Supply Chain Reference Model.

• A ISO 15000 Part 5 compliant Common Data Model based on candidate or published UNCEFACT Core Components that are linked to the UNTDED/ISO 7372.

• Methodology for the presentation of data contained in electronic data exchanges onto electronic or paper forms and the update of UNLK to become eUNLK.

• For each document the project will develop:o       A class diagram and document structureo      The paper and electronic, re-usable layout description of the document based on the UN Layout Key o       Box Completion Guidelineo       XML profiles o       UN/EDIFACT message implementation guide

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 9

UNeDocs – The Enabler

To enable the development of simple low-cost solutions to support the generation and exchange of standardised paper and/or electronic international trade documents by implementing existing standards and recommendations.

To enable to close the gap between paper and traditional eB documents

To enable integrated Single Windows implementations

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 10

UNeDocs – reuse of Standards

- UN Layout Keys- Core Components - UN/EDIFACT- UN Trade Data Elements Directory- W3C XML schema - UN/CEFACT XML Naming and Design

Rules- ISO and UN/CEFACT Code lists and

other recommendations

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 11

UN Rec No 1 UN Layout Key

• Started 1963, amended and approved 1973, 1981 and later, named as UN Layout Key in 1978

• Joint standards work between UNCEFACT and ISO TC154

• A methodology to create paper oriented documents with an aligned layout and content

Currently there are• a UN set of aligned documents, e.g. the EU Single

Administrative Document (SAD), IATA Airway bill, FIATA Forwarding Instruction,

• national aligned documents, e.g. UK SITPRO Topform with about 70 documents

• and industry specific, e.g. Siemens trade documents

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 12

UN Layout Key – A methodology

… aims at providing an international basis for the standardization of documents used in international trade and transport and for visual display representations of such documents. [§15.Rec 1]

The United Nations Layout Key serves as the basis for the creation of subsidiary international and national layout keys, internationally or nationally established standard forms and – ultimately – aligned masters and forms used at company level. [31.]

Such “derived” layout keys and forms can be successfully aligned only if certain rules are observed, taking into account a hierarchic structure of interdependence and … [32.]

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 13

UN Layout Key – A methodology

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 14

UNeDocs – organizing the success

• High level support from UN/CEFACT Plenary and Forum, UNECE, EU, WCO….

• Close co-operation ISO and UN/CEFACT

• UNeDocs is a good thing with unique benefits

• Based on proven existing paper and EDI, reuse of standards, open migration pathes

• Reuse the pilot work of UNECE and foundation work of UNeDocs UK

• Meet the interest of global players and the internet age

UNeDocs > 16000 google hits ;-)

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 15

Summary

A combination of cross-border business requirements collected from the TBG domain Working Groups and the necessary international regulatory requirements collated in conjunction with the WCO, paper-based Convention stakeholders and the Trade Facilitation work of TBG15.

A harmonised, document-focussed reuse of the UN/CEFACT Core Component Library plus pre-harmonised contributions to the further development of the Library.

The application of a holistic approach which incorporates the deployment of all relevant UN/CEFACT instruments and standards.

The development of coordinated implementation specifications for paper, eforms, UN/EDIFACT and XML document formats and structures.

Kuala LumpurFebruary 2006

UNECE/CEFACT Capacity Building WorkshopInternational Standards to Stimulate Paperless Trade

UNeDocs Introduction, Strategy and Objectives Slide 16

UNeDocs – The team

A project under UN/CEFACT/TBG2 ‚Digital Paper‘

Joint work with ISO TC154 Project leads: Michael Dill@gefeg.com

and Sue.Probert@SEPIAeb.com http://www.unece.org/cefact/forum_grps/

tbg/tbg2_edocs/tbg2_edocs.htm www.unedocs.org