Practical SOA: Insurance

Presentations from ZapThink’s Practical SOA for Insurance event on May 16, 2008. Presented as a 232-slide PowerPoint in pdf format (large file). Agenda as follows:

Session title Time Details
Welcome &SOA Adoption Trends in Insurance 08:30-09:30 Presenter: Jason Bloomberg, ZapThink, LLC

  • What are current, worldwide SOA adoption trends?
  • How is SOA impacting the Insurance industry?
  • As Insurance companies face significant market-shaping challenges, how will IT be able to respond to those challenges through SOA?
  • How can Insurance companies learn from other sectors with regards to SOA adoption?
  • What is a practical SOA roadmap for the Insurance industry?
Industry Standards Based SOA: Using Standards to Jump Start SOA Projects 09:30-10:00 Presenter: Frank Neugebauer, Sr. Enterprise Architect, ACORD

    The ACORD Corporation is embarking on a new way of developing standards that incorporates a model-driven approach based on five facets; business dictionary, component model, service maps, information model, and capability model. Each facet builds and leverages the other but more importantly, each can be used to provide a foundation of SOA projects. This session outlines how ACORD standards – specifically the ACORD Standards Framework – can be used to jump start SOA projects.

  • Learn how ACORD standards can jump start SOA component design.
  • Learn how ACORD standards can jump start SOA process design.
  • Learn how ACORD standards can serve as the foundation for insurance Web Services.
Coffee Break 10:00-10:15
Case Study in SOA: Insurance Industry 10:15-11:00 Presenter: Benjamin Moreland, Director, Foundation Services, The Hartford
The Hartford, through their SOA Maturity Model, created a long-term SOA strategy as part of the EA program in 2003. This has allowed them to build a strong foundation, implement effective SOA governance and continue to leverage successful deployments of platforms, services and standards. This presentation will describe the Maturity Model used, lessons learned and benefits that The Hartford has experienced the last 5+ years.

  • Think strategically, act tactically
  • SOA must be planned
  • SOA without governance will fail
The 3 C’s of SOA and Integration Quality: Complete, Collaborative, Continuous 11:00-12:00 Presenter: Chris Kraus, iTKO LISA Product Manager
Enterprises are rapidly reaching the Tipping Point of increased change and complexity in IT. While the industry has developed agile tools for integrating and leveraging new and existing technologies — our ability to ensure quality must keep up with the pace of change that business drives. Quality must be baked into the entire lifecycle of the application, from design time, to change time and runtime, and not relegated to a pre-production “acceptance” phase. This presentation will provide practical examples for how developers and QA teams can work together to test and validate SOA workflows that span multiple application tiers, from the web UI, to services protocols, messaging/ESB frameworks, and implementation layers.

  • Ensuring complete, collaborative and continuous quality to support SOA design, development and governance
  • Identifying points of Risk in SOA and integration projects
  • Methods for implementing testing processes at every phase of the application lifecycle
  • Gaining participation and buy-in for quality across the extended organization
Lunch Break 12:00-13:00
  • Enjoy a gourmet lunch and network with your peers
Leveraging Pre-Built Services to Accelerate Your SOA and Deliver Value to Your Business 13:00-14:00 Presenter: Chris Connell, SVP Services, SEEC

    Learn how leading insurance carriers are taking a practical approach to SOA by leveraging pre-built SOA components to accelerate their SOA through the creation of shared services layer to rapidly meet the needs of their business. Hear how services common to Agent Enablement, Customer Self Service and CSR Enablement can be used – and re-used and how a number of carriers are delivering on the promise of SOA in less time and with less cost.

  • Pre-built, standard based components are accelerating SOA initiatives across insurance and delivering significant value to the business.
  • A shared service layer of common and industry specific components rapidly enables carriers to break down the silo’s associated with legacy systems and achieve interoperability.
  • Leveraging pre-built services takes costs out of IT initiatives and provides a consistent, lower total cost alternative – enabling carriers to do more with less.
Changing Mainframe SOA Economics 14:00-15:00 Presenter: Dan Finerty, Director, Product Marketing, DataDirect Shadow

    Survey the broad expanse of the insurance industry and change is everywhere. Mergers, consolidations, new markets, new competition – issues that demand organizations increase their business agility or face obsolescence. Once dominant with superior mainframe technologies, insurance carriers are increasingly turning to SOA and Web services to expand the interoperability of their legacy infrastructures. This presentation tackles the economics of mainframe SOA and how new technologies can dramatically impact how the Insurance industry exploits mainframe technologies as an enabler for future growth.

  • Find out about the latest SOA Methodologies and Best Practices
  • Improving architectural skills and methods for SOA
  • Moving SOA past the Web Services stage
  • Determining, calculating, and realizing a Return on Investment for SOA
Coffee Break 15:00-15:15
The role of Identity in SOA deployments 15:15-16:00 Presenter: K. Scott Morrison, Layer 7 Technologies

  • Service Oriented Architecture (SOA) is the new deployment model for Enterprise Architecture. SOA however extends the enterprise and its transactions beyond traditional security boundaries. This has the unintended effect of bringing the issues of identity, privacy, and governance to the fore.
  • Technologies such as WS-Trust, WS-Policy, XACML and SAML, have been developed to solve the technical aspects of these issues. In order to properly manage them, however, SOA deployments need to implement a policy layer that decouples the business logic from the rest of the infrastructure.
  • This talk will introduce the problem in the context of a case study for distributed data management, and will present the concepts of a Policy management layer, along with an introduction to the various technologies involved.
SOA Infrastructure: Laying the Foundation for IT Productivity 16:00-16:45 Presenter: Franco Castaldini – Director, SOA Product Marketing, Software AG

    Laying an enterprise-class foundation provides your enterprise with a structured and scalable platform to grow your SOA. With so many architectural and technological options to consider, what is the right infrastructure required for successful SOA adoption. You’ll hear how leading companies have implemented their SOA infrastructure, what did they implement to provide IT with greater productivity and responsiveness.

  • Architectural Do’s and Don’ts for SOA
  • What’s critical to a successful SOA implementation
  • Case studies on successful SOA deployments

Download the Full Practical SOA: Insurance Report Here