Transcript IBM Banking template for WebSphere Portal.odp

®
Banking Industry Template v1.0
Description of Features and Components
Luciano Silva
2/22/2010
© 2009 IBM Corporation
IBM Software Group | Lotus software
Content
 The Banking Industry Template
 Summary of Features
 Details of Individual Features and Components
– Lotus Connections 2.5 integration
– WCM Content and Libraries
– Custom Portal Theme
– Custom Portlet Skins
IBM Software Group | Lotus software
– e-Banking portlets
– Loan Calculator portlet
– Content Teaser portlet
– Tag Cloud portlet
– Custom FeedSpace portlet
– Custom Enhanced Login portlet

IBM Software Group | Lotus software
The Banking Industry Template for WebSphere Portal
Provide retail banks with the capability to deliver exceptional user experiences
for the delivery of products and services to customers and bank employees.
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Summary of Features - 1/4
Custom Portal
theme and portlet
skins samples
IBM Software Group | Lotus software
Improved Self
Registration and
Profile
Management
portlets
Enhanced Login
portlet
Live Chat portlet
featuring
Sametime 8.5
Chat integration
Reusable WCM
templates and
libraries for
personalized
content creation
IBM Software Group | Lotus software
Summary of Features - 2/4
e-Banking portlet
samples
IBM Software Group | Lotus software
WCM content
based on
personalization
rules
Loan Calculator
portlet
Reusable content
and navigation
patterns in WCM
libraries
IBM Software Group | Lotus software
Summary of Features - 3/4
Integration with
Lotus Connections'
collaboration
features such as
Blogs and
Bookmarks
Blogs entries
from Lotus
Connections
IBM Software Group | Lotus software
Tag cloud portlet
WCM-based
data feeds
IBM Software Group | Lotus software
Summary of Features - 4/4
WCM templates for
Banking Products
presentation
Samples of WCM
content integration
with map engines
IBM Software Group | Lotus software
WCM-based
advertisement
content displaying
and control
IBM Software Group | Lotus software
Details of Individual Features and Components
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Live Help - Sametime 8.5 Chat portlet
• Integrates with new Sametime 8.5 Proxy Server
• Launches web-based, zero-download chat client
• Configurable Personal Advisor assignment based
on personalization rule
• Customizable, built with Portlet Factory
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Custom Portal Theme
• Based on new Page Builder theme from Portal 6.1.5
• Easy style and layout
customization
• Four new Custom
page layouts
•
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Custom Portlet Skins
• Reusable set of portlet skins integrated with the Portal theme
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Enhanced Login portlet
• Improved version of the standard Login portlet from Portal 6.1.5.
• Visual enhancements
• Integration with Self Registration portlets
(Enroll Now, Forgot Password and Resend Email)
IBM Software Group | Lotus software
IBM Software Group | Lotus software
e-Banking Portlets
• Customizable Portlet Factory-based portlets for e-Banking transactions
➢
Accounts Summary
➢
Accounts Transactions
➢
Balance Transfers
➢
Bill Payment
➢
Account Statements
➢
Check Ordering
➢
Stolen Credit Card
➢
Stop Check Payment
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Loan Calculator
• Enables client-side interportlet communication with Dojo for
automated pre-filling of Terms and Rate input fields
• Built with Portlet Factory, customizable
•
•
IBM Software Group | Lotus software
IBM Software Group | Lotus software
WCM Templates and Libraries
• 96 pieces of sample content
• 9 authoring templates
• Product
• Product Group
• LinkSignup Product
• Page Title
• Simple
• Multi Image Switcher
• Mortgage
• Footer Item
• Equity Loan
IBM Software Group | Lotus software
• 129 components
(images, menus, flash movies, etc)
•
•
IBM Software Group | Lotus software
WCM Templates – Products summary and details pattern
IBM Software Group | Lotus software
IBM Software Group | Lotus software
WCM Templates – Advertisement
• Template rotates through two clickable advertisement images that link to their
corresponding product page.
• It can show up to four images upon content customization.
IBM Software Group | Lotus software
IBM Software Group | Lotus software
WCM Based News and Events
IBM Software Group | Lotus software
IBM Software Group | Lotus software
WCM based News and Events Feeds
• News and Events RSS feeds created with WCM
• Customized FeedSpace portlet reads
feed entries from WCM
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Lotus Connections 2.5 porlets integration
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Tag Cloud portlet
• Enables filtering of entries in Blogs portlet through interportlet communication
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Content Teaser
• Displays up to two configurable links/messages that launch Lotus Connections
blogs filtered by configurable tags
• Built with Portlet Factory, customizable
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Branch And ATM Locations – Map Integration samples
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Self Registration
• Improved profile management capabilities
• Rapid customization of field validation
• Password and user ID field validation
support for regular expressions.
• Wizard cancel action support
• Automated creation of user attributes
during the registration or profile update
IBM Software Group | Lotus software
• New rule that enables new users to be
automatically added to groups
• New post registration action to facilitate
custom methods for actions after registration
• Localized calendar dates
• Java™ version 5 support
IBM Software Group | Lotus software
Sample of typical footer pages for banking portals
IBM Software Group | Lotus software
IBM Software Group | Lotus software
Site Map and Search
IBM Software Group | Lotus software
IBM Software Group | Lotus software
References
• Banking Template's documentation on the IBM WebSphere Portal family wiki:
http://www-10.lotus.com/ldd/portalwiki.nsf/xpViewCategories.xsp?lookupName=IBM%20Banking%20Industry%20Toolbox%20for%20WebSphere%20Portal
• Banking Industry Toolbox page:
http://www-01.ibm.com/software/websphere/portal/industry/banking/
IBM Software Group | Lotus software
IBM Software Group | Lotus software
System Topology
Browser
Customer Information
HTTP
Solution Installer
Portal Server
Portlet Factory
6.1.5
Derby
WAS 6.1.0.27
Sample
Bank Data
Model
WebSphere Portal 6.1.5
Sametime Proxy Server
Banking Portlets
WAS 7.0
Sametime
Proxy 8.5
JDBC
Sample Bank Data Service
Connections Server
Connections Portlets
Tag Cloud Portlet
Self Registration
HTTP
IBM Software Group | Lotus software
WAS 6.1.0.23
HTTP
WCM Rendering
WCM Templates
Sametime
Sametime Community Server
HTTP
Custom Sametime Portlet
Domino 8.5.1
Sametime
Server 8.5
Connections
Server 2.5
HTTP
Loan Calculator
TDI 6.1.1
Feed Space Portlet
Profile Pipe
LDAP
LDAP
LDAP
JDBC
JDBC
LDAP
LDAP
TDS 6.1 or
Domino 8.5
Portal Rep.
VMM LA
DB2 9.5.3
Connections
DB2 9.5.3