Introduction to
Document Repository
Interface Standard
Serge Cayron
Technical Architect
©ACORD 2006.
Business Case
Introduction to DRI – May 2006
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Business pressures and requirements
g
Business drivers
h Cost of handling paper
h Lack of control and availability
h Delays in distribution of paper serially
g
Electronic documents
h Easier to share
h Reduce transaction cycles
h Improve tracking and control
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Business responses
g
Major investments in Document
Management Systems
h All parties worldwide
g
Recognition of multiplicity of repositories
g
Need for interoperation = standards
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Document Repository Interface
Purpose of Standard
g Autonomous, automatic and secure
interchange of documents between
repositories
g Link documents to business data and
transactions
g Support various Document exchange
scenarios
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Interoperating systems
Application
Application
Business transaction
Repository
Repository
Repository operation
Market
Repository
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Use case : US Reinsurance Claims scenario
Application
Application
Claim Msg
Repository
Insurer
Application
Claim Msg
Repository
Document
Download
Broker
Repository
Document
Download
Reinsurer
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Use case : London Market Claims scenario
Notify
Upload
Broker’s
Repository
Download
Market
Repository
Carrier’s
Repository
Carrier’s
Repository
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Standard specification
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Data model
Party Roles (Originator, Owner, Operator)
Notif.
List
Package
ACL
Doc. list
Folder
Document
Folder
Document
Contract
Claim
Business
Transaction
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DRI message architecture
g
Header
h Message id, date, sender, receiver
h Response info
h Cross-reference to application (and
transaction)
g
Document lists
h Sets of document descriptors
h Describing documents and/or folders
g
Search criteria
h Data to control scope of search (max number,
date range etc.)
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Document and Folder information
g
Alternate identification options:
UUId
h Owner assigned reference
h Owner assigned reference and version (documents only)
h
g
g
Folders and Documents can be organized in hierarchies and
documents can be located in a Folder.
Other attributes of documents or folders:
h
h
h
h
h
h
Document type code
Version date & time
URL
File name
File format (MIME content type)
File size
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Business metadata
g
g
g
Specified for each Document or Folder by
reusing XML tags from business standard.
Business vocabulary acquired by composing
relevant schema slices of RLC, PCS or Life with
the DRI schema.
E.g. RLC reuses tags for:
h Party roles (Cedent, Broker, Reinsurer etc.)
h Policies and Contracts (Contract,
ContractSection, OriginalPolicy)
h Claims (Claim, ClaimEntry)
h Transaction identifiers
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Request and response messages
g
g
g
Each repository operation is composed of a
pair of request and response messages
All-or-nothing approach regarding to
operation request processing
(Success/Reject)
Small selection of data elements from a
request message are echoed back in a
response message
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Modes of interoperation
g
Push documents
h Upload to repository through Upload operation
8Alternately: in stream with business message
g
Pull documents – notify and download
h Notification to repository through Notification
operation
8Alternately: notification to application through
business message
h Download to repository through Download
operation
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Modes of interoperation (cont.)
g
Search and Pull
h Automated search through Search operation
h Download to repository through Download
operation
g
Interoperation with Repository Service
h Create Folder operation
h Download Folder operation
h Change Attributes operation
h Exchange of Access Control Lists and
Notification Lists
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Implementation Guidance
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DRI implementation guide
g
g
g
Underlying communication framework
Message flows - Combined Business Message
& DRI Message
Message flows - Standalone DRI Message
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Underlying communication framework
g
DRI can operate with any communication
framework, provided that it supports:
h exchange of payload messages and
documents in a single communication
envelope
h asynchronous and synchronous processing of
payload messages
g
DRI currently has a binding defined for the
ACORD Messaging Service.
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Message flows - Combined Business Message &
DRI Message
Examples:
g
Prior Upload, followed by Business Message
g
Business Message with Download Notification,
followed by Download
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Prior Upload followed by Business Message
Prior Upload, followed by Business Message
Sender
Receiver
DRI Upload Rq
DRI Upload Rq
Store Documents
DRI Upload Rs
DRI Upload Rs
Business Message
Business Message
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Business Message with Download Notification,
followed by Download
Diagram 6
Business Message with Download Notification, followed by Download
Sender
Receiver
Business Message
Business Message
Communication
ChannelCd =
“repository_download”
Process Business Message
DRI Download Rq
DRI Download Rq
Retrieve
Docs.
DRI Download Rs
DRI Download Rs
Store Docs.
Business
Business Acknowledgement
Acknowledgement
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Message flows – Stand alone DRI Message
Example
g
Ad Hoc Download Notification, followed by
Download
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Ad Hoc Download Notification, followed by
Download
Ad Hoc Download Notification, followed by Download
Sender
Receiver
DRI Notify Rq
DRI Notify Rq
Communication
ChannelCd =
“repository_download’
DRI Notify Rs
Store Notif.
DRI Notify Rs
Retrieve
Notif.
DRI Download Rq
DRI Download Rq
Retrieve
Docs.
DRI Download Rs
DRI Download Rs
Store Docs.
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DRI Standard documentation
g
DRI Reference package (public)
h Reference Guide
h Data Requirement Matrix
h XML Schema
h XML Message Templates
g
DRI Implementation package (members’
benefit)
h All of the above
h Implementation Guide
h Use cases
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To get the specification
g
http://www.acord.org/Standards/download_st
andards.aspx
h Public RLC or PCS sections : Document
Repository Interface (DRI) Reference Guide - V
1.2.0
h Members only RLC, PCS and Life sections:
Document Repository Interface (DRI)
Implementation/Reference Guide - V 1.2.0
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