Web Services and Its Applications
(Spring, 2004)
By Li Yinsheng
([email protected])
(55664096-808 & 13918169736)
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
– Introduction/What is an e-Marketplace?
• Broker e-Marketplace: as open market platforms, facilitate matchmaking
between clients and merchants, and their profits are mostly from advertisements
and membership
• Categories:
Electronic Auction
Electronic Mall
Portals
Intelligent Agents
…
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
– Introduction/What’s an e-Marketplace?
• E-Marketplaces are open large-scale application environments in which the sub-systems
are geographically dispersed and involve different application packages, not necessarily
designed to work together, multiple platforms, protocols and forms of user interfaces.
• The system integration for them is involved with heterogeneous data and complex and
non-deterministic interactions, and often producing results that are ambiguous and
incomplete.
• The system components are required to be able to change configuration to participate
in dynamic, often simultaneous roles in a distributed e-Business community.
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
– Motivations/Why e-Marketplace in China?
• E-Marketplaces are considered efficient for China in developing a modern valueadded manufacturing and service-based economy.
• The provided services give suppliers constant access to the international marketplace,
and offer buyers an easy system for sourcing product and negotiating terms online.
• By reaching Chinese manufacturers and traders with purchase inquiries and other
information, electronic marketplaces can facilitate interactions between Chinese
suppliers and overseas buyers, and offer Chinese businesses maximum exposure to
potential International markets and investors.
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
– Motivation/Why Web Service-Oriented e-Marketplace?
• Web services are efficient in enforcing automatic and dynamic collaborations. It is an
appropriate design paradigm for e-Business systems with complex and distributed
transactions, especially for e-Marketplaces.
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
– Identified Problems/Related Developments of e-Marketplaces
• There have been emerging efforts to promote e-Marketplaces.
• For example, US business-to-business services firm, Excel Group, and the Chinese Light
Industry Ministry, have unveiled ChinaTradingTime - an electronic marketplace promoting
direct trading between China and the US. Meet World Trade is an online network of Asian
eMarketplaces that uses a combination of online and offline With an online catalog of more
than 70,000 suppliers and 150,000 products, another China-related e-Marketplace, Meet
World Trade is helping raise global trade exchange for sourcing products in Asia.
• However, current e-Businesses have not sufficiently support sophisticated trading activities.
Some e-business services simply provide information such as stock tickers or product
catalogs.
• Other e-business services enable lightweight commerce, such as B2B purchasing of office
supplies, B2C auction businesses, or mission-critical B2B commerce transactions, such as
CPU purchases by a PC manufacturer.
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
General vision for e-Marketplaces System
I5
T1
I5
I5
2
1
B
1
I5
I5
I5
B
…
BCKOA
eMarketplaces
Community
Tl
T3
I5
3
B
3
T…
m
…
m
I5
Bn
4
I5
I5
B
5
6
I5
5
T5
I5
T1
T2
…
Tn-1
Tn
B1
I5
S
S
S
A
A
A
Interactions between the participants of the auction pattern
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
Business Analysis
Market-oriented Business
Process Model
Related Services
Advertisement
1
Goal Identification
Yes
No
Product Selection
List/Directory
2
Yes
No
ShopBot/PriceBot
Trademark Selection
Yes
No
3
Broker Selection (e.g. bargain)
Yes
No
Auction&Bargain
4
Trade Settlement (e.g. BS)
Yes
Trading/Banking
Customer Relationship Management
5
Feedback/Evaluation/Trust
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
State-of-the-art Survey
E-Market
E-Market
Trading
Trading
Financial
Financial interactive
interactive
process
process
*C1.
*C1.Goal
Goalidentification
identification
Goal
Goal
Identification
Identification
*M
*M1.
1.Comprehensive
Comprehensivemarketing
marketing
Existing
Existing financial
financial marketplacemarketplacerelated
related electronic
electronic services
services
Access
Accessregistry
registry [2][21]
[2][21]
Identified
Identified BCKOA
BCKOA financial
financial
services
services
Financial
Financialindices&news&analysis
indices&news&analysis
Identified
Identified Agents
Agents to
to collaborate
collaborate
on
on aa business
business
*U:
*U:Secure
SecureClient
Client Agent
Agent
Online
Onlineinformation&ads
information&ads [1][2]…
[1][2]…
*U:
*U:Secure
SecureSpecialist
Specialist Agents
Agents
Personalized
Personalizednewsletter[1][2]…
newsletter[1][2]…
*BF:
*BF:M
Media
ediaAgent
Agent
*BF:
*BF:Access
AccessM
Management
anagement Agent
Agent
C2.
C2.Product
Product selection
selection
Product
Product
Determination
Determination
M
M2.
2.Specific
Specificmarketing
marketing
C3.
C3.M
Merchant
erchant selection
selection
Auction
Auction
Content/Sourcing
Content/Sourcingservice
service[2][3]
[2][3]
Financial
Financialprogram
programselection
selection
Business
Businessselector
selector[10][12][17][21]
[10][12][17][21]
Decision-aided
Decision-aidedfacilities
facilities
*BS:
*BS:Program
Program Selection
SelectionAAgent
gent
Business
Businesscomparison
comparison[13][15]
[13][15]
Legal
Legal counselor
counselor
*U:
*U:Legal
LegalAdvisor
AdvisorAAgents
gents
Outside
Outsidecollaboration
collaborationservice
service[2]
[2]
External
Externalinteraction&integration
interaction&integration
*I:
*I:InterIntegration
InterIntegrationAgent
Agent
Financial
Financialagency
agency selection
selection
*BS:
*BS:eAuction
eAuctionAAgent
gent
Auction
Auction[2][21]
[2][21]
Pricing
Pricingpackage
package[6]
[6]
M
M3.
3.M
Merchant
erchant demonstration
demonstration
C4.
C4.Interact
Interact with
withmerchant
merchant
Financial
FinancialPlanning
Planning[4]
[4]
Interactive
Interactiveplans
plansgeneration
generation
*BS:
*BS:Negotiation
NegotiationAgent
Agent
M
M4.
4.Interact
Interact with
withclient
client
Online
Onlinebuying
buying[4][10]
[4][10]
Account
Account management
management [4][5][17]
[4][5][17]
Agreement
Agreement sign
sign
Purchase/transfer
Purchase/transfer
*BS:
*BS:Trading
TradingAAgent
gent
C5.
C5.Agreement&payment
Agreement&payment
Online
Onlinebanking
banking[4][5][7][10]
[4][5][7][10]
Online
Onlinecalculators
calculators [4][6][11]
[4][6][11]
Business
Businessmanagement
management system
system
Iterative
Iterativetransfer/redemption
transfer/redemption
Anti-overdraft&fraud
Anti-overdraft&fraudservice
service[6][14]
[6][14]
M
M5.
5.Agreement&commitments
Agreement&commitments
Secure
Securetransaction
transaction[9]
[9]
Online
statement
Online statement [4][6][7]
[4][6][7]
Bargain
Bargain
Settlement
Settlement
Internal
Internalinteraction&integration
interaction&integration
Statement
Statement services
services
Alert&anti-overdraft
Alert&anti-overdraft services
services
*BS:
*BS:Banking
BankingAgent
Agent
*I:
*I:IntraIntegration
IntraIntegrationAAgent
gent
*BF:
*BF:Secretary
Secretary Agent
Agent
Portfolio
Portfoliotracking
tracking[11]
[11]
CRM
CRM
C6.
C6.Feedback
Feedback
Customer
Customerservice
service[1][2]…
[1][2]…
Customer
Customerrelation
relationmanagement
management
M
M6.
6.Aftersale
Aftersaleservices
services
M
Merchant
erchant self-assessment
self-assessment [2]
[2]
Reputation
Reputationrating
rating
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
*BF:
*BF:CRM
CRM Agent
Agent
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
System Analysis
Market Services
(Core & Value-added)
Business Services
Business-Specific Services
Business
Market
Business
Entity BE 1
Services
Infrastructure
(a) Abstraction layers
for e-Marketplace
Business
Entity BE n
Services
Market
Business Model
Ontology
BCKOA Integration Services
Distributed Computing Infrastructure
(b) BCKOA-based e-Marketplace
Service Protocols and
Operation Environment
S
S
S
A
A
A
e-Marketplace
Community
Internet
Service-Oriented
Description
Agent-Based Service
Implementation
SOA
Busin.
S
S
S
A
A
A
SOA
Busin.
Interactions between the participants of the Rauction pattern
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
Reputation
Components Model
Service
Service Profile
Profile
(what
(what to
to do)
do)
Service
B-Entity
Modeling
Modeling
(how
(howto
to work)
work)
Business
C
on
t
ac
t
Presents
Describes
Grounding
Grounding
(how
(howto
to use)
use)
Associated items for
business entity
BCKOA
-Based
SOA
Service
Associated business
properties
Represents
Orients to
Provides
Resources
Participants
ity
e-Marketplace
B
-E
nt
Supports
E-Marketplace elements
i
Precondition. a
ob
Ix
Rules
Effect
Roles
Business
Pr
od
u
ct
Service
Time
Interaction
Transaction
Business
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
System Architecture
•We envision Web-based e-Marketplace as an economically motivated collaborative distributed
environment. Web services are herein cooperatively or competitively interact to enable and
support common economic services such as brokering, pricing and negotiation, as well as crossenterprise integ ration and cooperation in an electronic supply-chain.
•In this view the fundamental elements of the markets are (Web) services, where transactions are
behavioral aspects of the services. Web services capture and implement services as functionalities
and roles.
Interactions between the participants of the Rauction pattern
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
System Mechanism and Components
Service oriented financial e-marketplaces
Access
Finance-related sites
Access
Client
Media
Marketing
Marketing
Selection
Selection
Negotiation
Settlement
Service-level integration
Data-service interaction
with applicable
‘knowledge ontology’
Service-oriented financial e-marketplaces
Negotiation
Legal advisor
CRM
Other facilities
Auction
InterAgent
Auction
IntraAgent
InterAgent
Data collection based on
semantic recognition of
intelligent agents
Media
IntraAgent
Data-level integration
Settlement
CRM
Specialist
Other facilities
Business-level integration
Service-Service
interaction with
applicable ‘knowledge
ontology’ and ‘process
ontology’
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Roles and Deployment in a Financial e-Marketplace
7
8
9
b
c
BCKOA & CIR-Agent
-based Marketplace
d
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
JADE @ IntraNet
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
0
11
2
3
4
5
6
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
Internet
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Business/Agency
Sb/*BF: Value-added Service
a
Business processing
system
Sc/*BS: Banking Service
Client
JADE @ IntraNet
Other
eMarketplace
Sd/*BF: CRM Service
Notes:
BS Services are designated as some kinds of workflows monitors/controller, in which workflows are those transactions involved
in the specified business-specific services
The roles displayed in the figure are flexible with the different position of eMarketplace. In some cases where the participating
agencies have well-built electronic-commerce infrastructure, when a user becomes the client of some certain agency, their
further transactions from ‘7/Negotiation’ can possibly be accomplished on direct interaction with each other without the
eMarketplace system’s intervention.
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 0&1/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S0  Secure Client Agent  User-interface Service @ Market service Layer
• An intelligent user interface for (potential) clients. All users interact with the
marketplace via it. This is a secure interface i.e., it communicating with agents
involved in specific transactions at a secure mode by collaborating with each
other. This kind of security can implement randomly encrypted communication
based on synchronized actions since both parties are members of eMarketplace.
• Anytime when a user decides to use this agent, the agent will firstly guide
him(her) to be registered and be a client of the marketplace.
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
0
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
1
2
3
4
S1  Secure Specialist Agents  User-Interface Agents
@ BSS Layer
• Intelligent user interfaces for specialists from specific
businesses. They are customizable for different roles at
different businesses/entities. Support secure interservice communications
• Interacts with 8 other agents (see picture to the right)
Web Services and Its Applications
5
7
8
9
b
c
d
1
0
2
All Rights Reserved@FuDan UniversitySchool of Software
3
7
8
9
c
By Li Yinsheng, Nov 15, 2003
d
Services Identifications: 2&3/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S2  Media Service  Market services @ Market Service Layer
• Online information publication, such as financial indices&news
• Proactively contacts with users (both clients S0 and businesses S1) with
customized newsletter
• Interacts marketing representatives about advertisements with desigated
interface
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
2
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Marketing
representatives
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
0
1
Sc/*BS: Banking Service
Sd/*BF: CRM Service
S3  Access Management Service  Market Services @ Market service
Layer
• Authenticate logon of S0 and S1
• Commit registration data to Sd (CRM Service)
3
0
Web Services and Its Applications
1
d
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 4/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
4
0
6
d
Web Services and Its Applications
S4  Program Selection Service  Business-Specific Service @
BSS Layer
• Implement requested financial programs selection, the user can
acquire valuable financial investment advices
• Transactions involved include
o S0 → S4: S0 contacts with S4 for financial programs
selection
o S4: generates and initiates a loop-supported selection
workflow
o S4 → S0: return a search interface to S0. The progress in the
workflow advances a step
o S0 ↔ S4 ↔ Sd: the user set up options in terms of
investment, duration, endurable risk, expected gain, etc.,
submit to S4, S4 get information by contacting with Sd,
compute and return the matches listed on standard program
IDs.
o In some cases, S4 will pursue program data from other
eMarketplace by searching through S6
o A transaction is passed in the workflow line everytime a
search is finished.
o This procedure repeats until the client discard or decide to
purchase and request agency selection. Then S4 ends the
workflow.
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 5&6/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S5  Legal Advisor Service  Business Facility Service @ BSS Layer
• As a useful facility, receive requests from S0 and return recognizable
advices to it
• The payment is implemented by the protocol between S0 and S5
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
5
0
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
S6  InterIntegration Service  Integration Services @ Market service
Layer
• Integrate resources and transactions outside the current market into specified
transactions at certain procedures, for example, selection programs could be
enforced by introducing external resources when selecting programs
• Possess Internet-oriented information exchange ontology
6
Web Services and Its Applications
4
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 7/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
7
0
1
S7  eAuction Service  Business-Specific Service @ BSS Layer
• Implement specified merchants selection based on specific financial
products/services, the transactions involved include
o S0 → S7: S0 contacts with S7 to request a merchant selection by
eAuction
o S7: generates and initiates an eAuction workflow
o S7 ↔ S0: S7 returns a search interface to S0, the user sets up
options in terms of agency reputation, profiles, history record,
location and other items. A message about this action is return to
S7 to change the status of the current workflow
o S7 ↔ Sd: S7 interacts with Sd, gets data about merchants, and
determine appropriate biding candidates.
o S7 ↔ S1: S7 invites all selected candidates to bid by their agents
S1, those interested Sls respond to S7. The preparation for auction
is ready, this is marked in the workflow
o S1 ↔ S0: start eAuction, offer and bid, repeats until the client
discard or decide to negotiate with some of them. A notification is
returned to S7
d
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 8/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
8
0
1
S8  Negotiation Service Business  Specific Service @ BSS Layer
• Implement Negotiation between the client and specialist based on selected
financial products/services and merchants, the transactions involved
include
o S0 → S8: S0 contacts with S8 to request a business negotiation by the ID
it got at agency selection, as well as its criterions, requests for advices,
plans, and quotations
o S8: generates and initiates a negotiation workflow for the request case
o S8 ↔ S1 → S0: S8 transfers related data to S1, S1 analyzes S0’s
intention from its criterions, processes and sends specific personalized
investment plans to S0. A message about this action is sent to S8 to
change dynamically the status of the workflow
o S0 ↔ S1 ↔ S0: S0 reviews the plan, returns with its own feeling and
suggestions to S1, S1 improves the plan and return. This step repeats
until S0 decide to see more agencies or purchase.
o S0&S1 → S8: S0 and S1 send a end message to S8 to end up this process
o S0/S1 → Sd: S0 or S1 report to Sd about experienced interactions data if
they have some opinions opon the other party (for the service of this
nature, S8 is not reuired to report to Sd)
d
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: 9/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
9
0
1
a
d
Web Services and Its Applications
S9  Trading Service  Business-Specific Service @ BSS Layer
• Enforce trading commitments. The transactions depends on the products. For
example, for commodity exchange, the trade is very straightforward, but for
service-like product, it will involves agreement and consequent commitments
(e.g. for financial marketplace, there will be purchase, redemption, and some
other transactions involved)
• For a trading service, based on selected products and merchants, and their
protocols, the involved transactions between the client and provider generally
are
o S0 → S9: S0 contacts with S9 for purchase with enough information about
the product and merchant
o S9: Generates and initiates a workflow for the requested purchase
o S9 ↔ S1 → S0: S9 notifies S1 to send a specified order form to S1 to
complete. A message for this action is returned to S9 for changing
workflow status
o S0 → S1 → S9 : S0 completes, signs (by password), submits, and confirms
the order to S1. A message is sent to S9 in the meantime
o S1 → Sa → S0 → S9: S1 validates the order and transfer it to Sc (the
processing system) (through Sa). A message is sent to S9
o Sa → S0 → S9: S0 is returned order status. A message is sent to S9
o Sa → S0 → S9: (In some cases that S0 gets an account as a result of the
order, there will be a convenience for it to manage account)
o S9 → Sd: send interaction data to Sd
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: a&b/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
Sa  IntraIntegration Service  Integration Services @ Market Service Layer
• Integrate transaction procedures in the company with those in eMarketplace, and
streamline the transaction
• Possess IntraNet-oriented ontology for information exchange inside a
company/agency
• Those business-specific services involved with process inside an agency user
interacts with this agent, see the picture below
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
a
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
8
9
b
c
Sd/*BF: CRM Service
Sb  Value-added Service  Business-Facility Service @ BF Layer
• Based on the requirements of value-added provisions, S1 or the
transaction system send actively to S0 with related necessary
statements or alerts based on S0’s preferences
• Interacts with S0, S1, and Sd ( through Sa) for services from inside the
participating agencies, see the picture to the right
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
b
0
1
a
d
By Li Yinsheng, Nov 15, 2003
Services Identifications: c/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
c
0
1
a
b
d
Web Services and Its Applications
Sc  Banking Service  Business-Specific Service @ BSS Layer
• This service is a payment facility for the e-Marketplace. But in the case of
broker-style, this facility can be provided by engaged providers. And customers
(S0) can access them through intraIntegration (Sa).
• This transaction can possibly be performed directly between customers and
providers after they have a commitment via e-Marketplace and providers happen
to provide this service.
• (As a result, in the current prototype, the Sa is just a link that guides the user to
the objective application).
• In the case that the banking service is just for payment and provided by eMarketplace other than providers, involved transactions usually include
o S0  Sc: S0 send a request to Sc with related payment information. Sc
initiate a payment process.
o S0  Sc: The information could be collected automatically by S9, or by
manual input. In the manual case, Sc return a logon interface. Sc offer logon
information (account/password) and enter
o Sc  S0: Sc provides a payment interface. S0 completes it and confirms to
submit
o Sc : Sc completes the transaction and record,
o S1  Sc → S0: Sc notify Sc and S0 with the result
• Some more complex convenience could be added in more powerful banking
services especially provided by provider. For example
o S0 → (Sa) → Sc: checks account details, transaction details, statement based
on the account access after a successful transaction
o S0 → (Sa) → Sc: manages overall accounts set up at the agency
o S0 → Sa → Sc: access other services by the agency
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Services Identifications: d/E
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Value-added Service
Sd  CRM Service  Market Services @ Market Layer
• Manage client-related concerns e.g. profiles, preferences, reputation
rating
• Manage business-related concerns e.g. products/services, profiles,
policies, reputation rating
• Handles user feedbacks
• Collect interaction performances of both parties by contacting with other
agents(S0/S1/S3/S5/Sb/Sc) at specified transactions
• Based on users profiles, interaction history and user feedback, rates
reputations of both clients and agencies
• Serve up others agents with reputation marks
Sc/*BS: Banking Service
Sd/*BF: CRM Service
d
0
Web Services and Its Applications
1
3
5
b
c
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Application Instantiation: Trading Service
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Convenient Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
9
0
1
a
d
Web Services and Its Applications
@ Financial Marketplace: Purchase
S9  Purchase Service  Business-Specific Service @ BSS Layer
• Implement purchase between the client and specialist based on selected
financial products/services and merchants, and their protocols, the involved
transactions include
o S0 → S9: S0 contacts with S9 for purchase with enough information
about the product and merchant
o S9: Generates and initiates a workflow for the requested purchase
o S9 ↔ S1 → S0: S9 notifies S1 to send a specified order form to S1 to
complete. A message for this action is returned to S9 for changing
workflow status
o S0 → S1 → S9 : S0 completes, signs (by password), submits, and
confirms the order to S1. A message is sent to S9 in the meantime
o S1 → Sa → S0 → S9: S1 validates the order and transfer it to the
processing system through Sa. A message is sent to S9
o Sa → S0 → S9: S0 is returned order status. A message is sent to S9
o (Option)S0 → Sa → S9: checks account details, transaction details,
statement based on the account access after a successful transaction
(via Sa but the process is transparent to S0)
o (Option) S0 → Sa → S9: manages overall accounts set up at the agency
(selectable to via Sa)
o (Option) S0 → Sa → S9: access other services by the agency (selectable
to via S7)
o S9 → Sd: send interaction data to Sd
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Application Instantiation: Trading Service
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Convenient Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
c
0
1
a
b
@ Financial Marketplace: Redemption
Sc  Redemption Service  Business-Specific Service @ BSS Layer
• Implement Redemption between the client and specialist
• This transaction can possibly be performed directly between clients and agencies in
case that agency provide this service.
o Sc monitors and make sure that the involved transactions happen
o S0 → Sc: S0 contacts with Sc and request to be redempted after receiving
maturity notification from Sb or slef-determinedly for redemption with enough
information on its S1
o Sc: generates and initiates a redemption process for this case
o Sc ↔ S1 → S0 : S1 is requested to sends a specified order form to be completed
by S0, a notification message is returned from S1 to Sc after this action
o S0 → S1 → Sc: S0 completes the form and submit to S1, and a receipt message
is sent to Sc
o S1 → S0 → Sc: S1 composes a statement in terms of gain/loss, advices,
alternatives based on the specified program type, sends to S0 with a message to
Sc
o S0 → (Sc) → S1: If cancel this redemption, notify Sc and end this process. If
determined to redempt, S0 completes the form and submit to S1, notify Sc in the
same time
o S1 → Sa → S0 → Sc: S1 processes the form, launch the redemption procedure
d
of the processing system via Sa, gets and returns to S0 the result statement,
finishes the payment or transfer based on facility services. Notifies Sc about
this action
o (Option)S0 → Sa → Sc: checks the subject account at the agency, notifies Sc
o Sc → Sd: sends interaction data to Sd
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
Application Instantiation: Trading Service @ Financial Marketplace: Convenience
S0/*U: Secure Client Service
S1/*U: Secure Specialist Services
S2/*BF: Media Service
S3/*BF: Access Management Service
S4/*BS: Program Selection Service
S5/*BF: Legal Advisor Service
S6/*I: InterIntegration Service
S7/*BS: eAuction Service
S8/*BS: Negotiation Service
Sb  Convenient Service  Business-Specific Service @ BSS
Layer
• S1 or the transaction system send actively to S0 with related
necessary statements or alerts based on S0’s preferences
• Anti-overdraft by guiding clients to set up constraints for specific
accounts
• Interacts with S0, S1, and Sd (through Sa) for services from inside
the participating agencies, see the picture to the right
S9/*BS: Trading Service
Sa/*I: IntraIntegration Service
Sb/*BF: Convenient Service
Sc/*BS: Banking Service
Sd/*BF: CRM Service
b
0
Web Services and Its Applications
1
a
All Rights Reserved@FuDan UniversitySchool of Software
d
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example: Auction/Interaction Pattern
RAuctioneer
Buyer
Seller
Interactions between the participants of the Rauction pattern
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example:
Auction/Use Case
E-Marketplace
Initiate an auction session
Set requirements
for the business
buyer
Issue a call forbid
Reply with an offer
Seller (bidder)
auctioneer
Count and
determine the
winner
Let buyer decide if
accept the result
Notify the seller of
the result
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example: Auction/GUIs Design
eM Client-side
Interface for Buyer
Interface for Seller
eM Server-side
Logon
Logon
Console for RAuction
Cancel
Enter
Cancel
Enter
Log
Messages Log
Criterions Setting
Running Sessions
1. Request from S0…
2. Response from S1…
3. Retrieval from Sd…
Product
Rate
……………..
……….
…..
…………..
Automatic Quote
Manual Quote
Products
Trade
Quote Details
…
Cancel
Submit
Prompts
Quote Modification
Processing…
1.
2.
Result
Interacting with S0…
Interacting with S1…
Clients that request
aInves bMFabcBank
Gain x
Risk xxx
Time
…
Accept
Quotes List
aInves bMFabcBank
Reject
Web Services and Its Applications
Gain
Risk
Time
…
All Rights Reserved@FuDan UniversitySchool of Software
Go to Bargain
Refuse
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example: Auction/Demo
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example: Auction/Demo
Reverse Auction
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003
A e-Business case: financial e-Marketplace
An example: Auction/Demo
Auction
Web Services and Its Applications
All Rights Reserved@FuDan UniversitySchool of Software
By Li Yinsheng, Nov 15, 2003