13 UN/CEFACT Plenary Geneva, 14-16 May 2007 UN/CEFACT Forum Report
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Transcript 13 UN/CEFACT Plenary Geneva, 14-16 May 2007 UN/CEFACT Forum Report
13th UN/CEFACT Plenary
Geneva, 14-16 May 2007
UN/CEFACT Forum Report
Forum Management Group
Chair: Mike Doran
Vice-Chair: Anders Grangard
Agenda
•
•
•
•
•
•
Progress since the 12th UN/CEFACT Plenary
Focusing on Delivery
9th UN/CEFACT Forum - New Delhi
10th UN/CEFACT Forum - Dublin
Future Challenges
Reports from the Permanent Groups
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Progress since
the 12th Plenary
What did we say we would do?
•
•
•
•
Focus on delivering UN/CEFACT products & services
Complete the ODP
Deliver a cohesive UN/CEFACT Website presence
Complete Forum Project Portfolio information, including
dependencies & timelines
• Align & prioritise POW projects with the UN/CEFACT
Integrated Strategy
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Progress since
the 12th Plenary
What did we say we would do?
• Prepare requests for extra budgetary resources,
including due diligence process in project proposal
management
• Improve communication, coordination & synergy
between Working Groups
• Support virtual collaboration & engage external
stakeholders
• Adopt approved Code of Conduct
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Focusing on Delivery
What have we done?
• Open Development Process (ODP) updated & submitted
to the Plenary for approval
• FORUM Workflow & Procedures being further refined in
order to improve cooperation between the Permanent
Groups
• Project Portfolio (> 80 projects) reviewed & priorities for
2007/2008 identified, including timelines & dependencies
• Mapping to the Programme of Work & “Buy-Ship-Pay”
model under way
• Tool for following project progress developed by TMG
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Focusing on Delivery
What have we done?
• Procedure for Extra Budgetary projects agreed with
UNECE
• Trade Facilitation Guide Project launched - funded by
Sida, Sweden
• UNeDocs funded largely by SITPRO, UK
• UNeDocs Gap Analysis - funded by Norstella, Norway
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Focusing on Delivery
What have we done?
• Improved cooperation with Standards Development
Organizations (SDOs):
•
•
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UNECE IEC/ISO/ITU MoU MG
UNECE-WCO MoU
UN/CEFACT-OASIS Cooperation Agreement
SDOs working with CEFACT include: GS1,OAGi,SWIFT,
ACORD,CIDX…
• Improved Forum management through:
•
•
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Bi-weekly conference calls
Minutes circulated to all Permanent Groups
F2F meetings at UN/CEFACT Forums - tactical
Extended Bureau Meetings (Bureau + FMG) - strategic
• Interactive Website to facilitate Forum’s development
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work - implemented
7
Focusing on Delivery
New deliverables
• Cross Industry Invoice Schemas
• eTendering Schemas
• Core Component Libraries
• UNeDocs Business Requirements Specification
• More in the pipeline…….
New initiatives
• UN/CEFACT Registry Implementation
• Cross Border Reference Data Model
• eProcurement
• ITAIDE (IT for Adoption & Intelligent Design for eGovt)
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9th UN/CEFACT Forum
2-6 Oct 2006 - New Delhi, India
Organized by :
Department of Commerce,
Ministry of Commerce & Industry
Government of India
Co-hosts:
The 9th UN/CEFACT Forum
• Exceptional support from the Government of India Minister of State, Department of Commerce - Commerce
Secretary, Member Secretary of the Indian Planning
Commission, Director General, National Informatics
Centre
• 250 participants from Africa, Asia Pacific,Europe & North
America
• Very successful UNeDocs Capacity Building Workshop
• Excellent hosts & organization - led by Tahseen Khan
• Elections of UN/CEFACT Forum officers held
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10th UN/CEFACT FORUM
March 26-30 2007 Dublin, Ireland
Forum Host & Supporting Sponsors:
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The 10th UN/CEFACT Forum
• The Forum was hosted by CP3 Group and Forfas, and
had the shortest lead time of any Forum to date. The
Forum organization was excellent.
• The Irish Minister for the Information Society opened the
Forum and there was excellent support from the Irish
Government and Business Sector.
• 230 participants from all continents attended.
• Very successful Trade Facilitation Open Session was
held during which it was announced that Ireland would
develop a Single Window.
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UN/CEFACT FORUM Web Site
http://www.uncefactforum.org/MEETINGS/index.htm
Future Challenges
Accelerating Delivery - We have in place: a mandate,
strategy, programme of work, IPR policy & a
development process (ODP). What we now need are:
• UN/CEFACT Priority Projects
• Market driven/Stakeholder requirements
• Resources - Human & Financial
• Human - Right skill sets to match priority tasks
• Financial - UN/CEFACT needs funding
• Improve Forum meeting logistics
• Capacity Building Programme
• Based on what UN/CEFACT can deliver
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Future Challenges
The UNECE Executive Committee will review in
October 2007:
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All PG Mandates & TORs which terminate in 2007
Under UN rules, there are no Permanent Groups
PGs can be extended for two years at a time
To obtain extensions each PG will have to provide
serious justification
• This means that each PG will have to show its POW,
what it has achieved in terms of deliverables, future
plans & deliverables over the next two
years.UN/CEFACT will have to report back every year.
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TBG Report
International Trade and
Business Processes Group
Chair: Jean-Luc Champion (Belgium)
Vice-Chair: Pat Toufar (USA)
TBG’s Mandate
• The purpose of the TBG is to be responsible
for the simplification of international trade
procedures, business and governmental
process analysis, and best practices, using
the UN/CEFACT Modeling Methodology,
where appropriate, to support the
development of trade facilitation & eBusiness standards.
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TBG Summary
•
Typical Forum attendance - 150 experts within 16 Working Groups
•
Consistent, continuing participation however is less than 50%
•
Many participants are sponsored by companies, trade associations and
national governments but in all cases are expected to contribute as
individual subject matter experts
•
Since the last UN/CEFACT Plenary, International Trade and Business
Processes Groups met during the 9th and 10th UN/CEFACT Forums
•
Also to progress work forward, TBG Work Groups conducted numerous
face to face interim meetings and more than 100 internet conferences
and conference calls
•
UN/CEFACT Forums facilitate collaborative meetings with Permanent
Groups and Cross domain meetings with TBG Groups
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TBG Working Groups
TBG Working Groups can be categorized into
three general areas:
Buy - Ship – Pay
Independent Domain
Cross Domain
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Buy – Ship - Pay
Working Groups
Develop the core work contributing to the deliverables of Trade
Facilitation
Business Process Models cover Procurement through
Payment
Contribute to the Core Components Libraries
•
From these libraries UN/CEFACT builds syntax neutral eBusiness standards
Deliverables developed for UN/CEFACT Registry
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Independant Domains
Working Groups
Industry centric work content
Incorporates reusable Buy-Ship-Pay content
Contributes domain specific content to the Core Components
Libraries
An example of the independent domain business area is
Travel, Tourism and Leisure
21
Cross Domains
Working Groups
Harmonisation of Business Process Models from
Buy-Ship-Pay and Independent Domains
Harmonisation of syntax neutral Core Components
from Domain Groups and External Liaisons
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TBG Working Groups
UN/EDIFACT Data Maintenance Requests reviewed by
respective TBGs prior to approval and publishing in directory
libraries
Most TBG Groups working in concert with industry and
government organisations develop cross industry business
process models and identify data requirements for their
respective domains
Work Groups collaborate with each other on Cross Domain
projects
Enable Trade Facilitation for Governments, Industries and
Companies by providing consistent harmonised e-Business
standards
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Buy – Ship - Pay
Working Groups within Buy-Ship-Pay
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•
Supply Chain
UNeDocs and Digital Paper
Transportation
Customs
Finance
Insurance
Agriculture
eGovernment
International Trade Procedures
24
Independent Domains
Working Groups within Independent Domains
Architecture, Engineering and Construction
Travel, Tourism and Leisure
Accounting and Audit
Environmental
25
Cross Domains
Working Groups within Cross Domains
Business Process Analysis
Core Component Harmonisation
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Buy – Ship - Pay
In the following slides are explanations of each groups
purpose and programme of work
Working Groups within Buy – Ship - Pay
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•
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Supply Chain
UNeDocs and Digital Paper
Transportation
Customs
Finance
Insurance
Agriculture
eGovernment
International Trade Facilitation
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Supply Chain & eProcurement
Purpose
•
Supply chain and e-Procurement covers the Purchasing, Material
Management and Payment areas
Programme of Work
•
•
•
•
•
•
•
•
Cross Industry Invoice XML Schema Released
Material Safety Data Sheet
Cross Industry Remittance Advice
Cross Industry Scheduling Process
Cross Industry Delivery/Despatch and Receipt Advice
Cross Industry Supply and Order Status
Cross Industry Quotation
eCatalogue Product Data
Market Research/Information Process
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Cross Industry Invoice
(CII)
• Cross Industry Invoice development deliberately broad in design
• Intended as an “in all contexts” Schema
• Collected and harmonised many industry specific business requirements
• Developed the “CII’ including the harmonised requirements of two or more
industry specific data requirements
• Intended to be used as the basis for a “sector specific context” invoice
schema
• Automotive Industry contextualization underway
• Can be used in current form as validation mechanism for XML
instances from any sector
• Customization of the schema is at the discretion of the trading partners
• Will be refined based on alignment work underway between Supply
Chain and UBL
• UN/CEFACT looking at defining format for “Implementation Guides”
for schema to help in understanding
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UNeDocs and Digital Paper
Purpose
• Develop standards and best practice for the migration
from paper to paperless trade in international supply
chains
Programme of Work
• UNeDocs
• Contribution to Cross Border Reference Data Model
(CBRDM)
• Clickable Contracts
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Transportation and Logistics
Purpose
• Develop the eBusiness standards for Logistics
planning and Transport. This covers operational
movements of goods, administrative and governmental
requirements and safety and security of freight
movements.
Programme of Work
• Collaborate on UNeDocs harmonisation
• Complete business requirements for IFTM
International Forwarding Multimodal Transport
• Priorities for next business requirements: Booking,
WayBill, Transport Status, Manifest
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Customs
Purpose
• Collaborate with World Customs Organisation (WCO)
covering Business to Government (B2G), Government
to Government (G2G) and Business to Business (B2B)
requirements in cross border transactions.
Programme of Work
• Cross Border Reference Data Model (CBRDM)
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Insurance
Purpose
• Global and cross sector, within the functional area of insurance
business which includes the complete cycle of policy production,
placement, claims, risk management and accounts between
customers of insurance companies, the insurance companies and
their agents and insurance brokers. It includes domestic and
international environments, insurance and reinsurance, single
company policies and co-insurance.
Programme of Work
• Contribution of Data Dictionary
• Development of Insurance specific Core Components
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Finance
Purpose
•
Be responsible within the financial services area for the simplification of
international trade procedures, business and governmental process
analysis, and optimization of all information exchange standards.
Programme of Work
•
Cross Domain Collaboration on Invoicing, Remittance Advice and
Accounting Token
•
Continue development with SWIFT and ISO Technical Committee 68
•
Convergence with the International Standard UNIFI, Business Process
Catalogue & Data (ISO 20022) and UN/CEFACT methodologies
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Agriculture
Purpose
• Develop and maintain Business Process Models, the
Business Transaction Models, the semantics and the
contents in a syntax neutral way that fulfil the
requirements of the Agro – Food communities
Programme of Work
• E-Certification Project
• eDAPLOS project
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eGovernment
Purpose
•
Develop and maintain business scenarios and business
transactions to facilitate the electronic delivery of services to
citizens, businesses and government organizations.
Programme of Work
Common eGovernment data model development
Investigate interest in Greenhouse Gas emission and
Carbon Trading transactions (GHGCT) processes and
standards
eArchiving
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International Trade Procedures
Purpose
• Analyze, simplify, harmonize and align public and private sector
practices, procedures and information flows relating to
international trade transactions both in goods and related
services.
Programme of Work
• Development of new UNCEFACT Recommendations Nos. 34 and
35
• Revision of existing UN CEFACT Recommendations Nos. 6, 11
and 12
• Exploring use of UNCEFACT standards for coding Single
Transport Contract
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UN CEFACT
TRADE FACILITATION
SELLER
GOODS
BUY
SHIP
PAY
BUYER
PAYMENT
INTERNATIONAL SUPPLY CHAIN
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UN CEFACT
International Trade Is Complex
Port Operator
Frontier Post
Customs
Advising Bank
Health
Importer Authority Freight Forwarder Agent
Exporter
Carrier
Licensing Authorities
Inspection
Issuing
Bank
Consulate
Agencies
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UN CEFACT
BUY
Prepare For
Export
SHIP
Export
Transport
PAY
Prepare For
Import
Import
INVOLVES
•
•
•
•
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
Status reports
•
•
•
•
•
Regulatory
Procudures
Obtain Import/Export
Licences
Provide Customs
Declarations
Provide Cargo
Declaration
Apply Trade Security
Procedures
Clear Goods for
Export/Import
•
•
•
•
•
Financial
Procedures
Provide Credit
Rating
Provide Insurance
Provide Credit
Execute Payment
Issue Statements
UN CEFACT SUPPLY CHAIN REFERENCE MODEL
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UN CEFACT
Applying UN/CEFACT Standards
Single Window
Step-by-Step approach
Cross Border Data Exchange
National Data Harmonization
Document Simplification
and Standardization
Process Analysis
and Simplification
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UNeDocs + WCO DM
= CBRDM
UNTDED, Core Component
Library, UN LOCODE and
code lists, UNeDocs, Rec 34
UN Layout Key, Master Document,
UNTDED, TF Toolkit and Forms Repository
Business/Political Process Collaboration Between
Trader and Government (UN/CEFACT Rec. 4, Rec. 18),
International Supply Chain Reference model, Unified
Modeling Methodology, Global Facilitation Partnership
for Trade and Transport (GFP), Audit Methodology
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UN CEFACT
Single Window Approach
FROM
TO
A 'Single Window' environment
Current Situation for Government & Traders
Trader
Transport
Transport
Trader
Electronic
Customs
Electronic
Agriculture
Single
Window
Customs
Agriculture
Paper
Paper
Health Dept
Health Dept
One-stop solution offering official control with trade facilitation
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Single Window
• Recommendation 33 – Single Window
Recommendation and Guidelines
• Recommendation 34 – Data
Harmonization (under development)
• Recommendation 35 – Single Window
Legal Framework (under development)
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Trade Facilitation
Guide
• Funded by the Swedish International Development
Agency (Sida)
• Managed by UN/CEFACT International Trade
Procedures Working Group – Project Management Team
• Project will establish an institutional reference group
consisting of the Global Facilitation Partnership (GFP)
core members (WCO, UNCTAD, UNIDO, ICC, World
Bank)
• Project will also establish a country reference group
consisting of representatives from target countries
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Objectives
• Assist developing and transition economies to
develop and implement national and regional
trade facilitation strategies based on
international standards and recommendations
• Assist countries in trade facilitation
implementation issues related to discussions at
the World Trade Organisation (WTO)
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Main Components
1. A comprehensive, modular, Guide to Trade Facilitation
Implementation
2. Case Studies on Trade Facilitation Implementation (to
be integrated into the Guide)
3. Training Material for both trainers and participants to
complement the Guide
4. A Pilot Workshop to test the effectiveness of the Guide
and related material
5. A Website and CDROM version of the Guide and
related material.
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Time Frame for Delivery
ACTION
Expression of interest put on internet
13.02.2007
Request for Proposals Document dispatch to vendors
16.03.2007
Consolidated responses to questions to be sent to the vendors
24.04.2007
Deadline submission of Bids at 10:00
22.05.2007
Public opening Room AR at 11:00
22.05.2007
Technical Evaluation of Proposals by Project Management Team
4-6.06.2007
UNOG combined Technical & Commercial evaluation
10.07.2007
Contract to the lowest acceptable bidder
13.07.2007
Draft Guide completed
December 2007
Pilot Workshop
February 2008
Future Workshops (5)
14 May 2007
DEADLINE
DATE
2008
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Independent Domains
Working Groups within Independent
Domains
Architecture, Engineering and Construction
Travel, Tourism and Leisure
Accounting and Audit
Environmental
48
Architecture, Engineering & Construction
Purpose
•
Responsable to coordinate and propose new developments and
maintenance in the area of Architecture, Engineering and Construction
Industry (AEC).
Programme of Work
eTendering for Construction Release Candidate Schema Released
// ODP step 6: the implementation verification for two different existing
systems in Japan was successfully completed and another has been
successfully completed by Korea. Further reviews by India, and
European Countries (Germany, France and United Kingdom) will be
made.
• Project Schedule and Cost Performance Management to be released
with CCL 07A in June.
• Contract Financial Execution Management in progress
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Travel, Tourism & Leisure
Purpose
• To support and promote international business
activities related to the exchange of travel industry
data.
Programme of Work
• Small Scaled Lodging House data requirements
included in CCL 06B
• Develop Core Components for documenting the
business data in travel, tourism and leisure business
functionality.
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Accounting & Audit
Purpose
•
The accounting and auditing domains and financial reporting. The
exchanges are between the accountants and certified accountants, the
auditors, and the enterprises. Internal or external financial reporting
towards the economic partners of the enterprises, the private and public
collection bodies.
Programme of Work
•
Development of Business Process Models to fulfill accounting
requirements for
•
•
•
•
•
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Accounting Entry
Accounting Ledger
Accounting Trial Balance
Accounting Reporting
Accounting Chart of Accounts
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Environmental
Purpose
•
To support and promote both international and regional
cooperation activities related to environmental data exchange.
Programme of Work
•
•
To develop a suite of UN/EDIFACT compliant messages that will
support a completely electronic process of notification
and tracking under national and international law associated with
ECS import/export, including all transactions among the
competent environmental authorities, shippers (or exporters),
consignees (or importers), and competent customs authorities.
Continued work on business requirements for Waste Movement
from original UMM models.
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Cross Domains
Working Groups within Cross Domains
Business Process Analysis
Core Component Harmonization
53
Business Process Analysis
Purpose
• Responsible for defining the International Supply
Chain model to present the various processes and
parties involved within the international supply chain in
a simplified way.
Programme of Work
• Work with the buy-ship-pay and domain groups to
harmonise business processes models
• Build a cross domain catalog of common business
processes within the International Supply Chain
framework.
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Core Component Harmonisation
Purpose
•
Responsible for consistency and harmonisation of core
components across business domains and sectors, contributing to
a concise and well-defined glossary of business terms, business
data semantic definitions, and structuring of data exchanges.
Programme of Work
Harmonisation of TBG and External Liaison submissions
Results of Deliverables are content of Core Component
Libraries
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Needs of TBGs
Resources skill set
Subject matter experts
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•
•
•
Domain
Modelling
Technical developers
Project Management skills
• Funding
• Tools
• Registry development
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Applied
Technologies
Group
<UN EDIFACT>
Bringing Syntax Solutions Together
Applied Technologies
Group
• Chair
• Mark Crawford
• Vice Chairs
• Gait Boxman
• Jostein Frømyr
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ATG Goal – Consistent
Syntax Transformation
CCTS Based
Model
in specific context
<<ABIE>>
Context
Rol
Ind
Purchase Order
Co
Type
*
*
*
*
*
*
<<BBIE>>
*
Ret
*
<<BBIE>>
*
*
*
<<ASBIE>>
*
*
*
<<ASBIE>>
Cos
*
*
<<ASBIE>>
OCQ
<<BBIE>>
OCT
Purchase
Order
Purchase
Order
Purchase
Order
Purchase
Order
Purchase
Order
Purchase
Order
PQ
Cosmetic
Details
RT
Oc.
Identification
Identifier
[1..1]
Creation
Date Time
[0..1]
Confirmation
PT
Indicator
[0..1]
Party
[1..1]
Bill To
Deliver To
Party
[1..1]
Supply
Item
[1..n]
<<ABIE>>
Context
Rol
Ind
Party
Cy
Type
*
*
*
*
*
*
*
*
*
OCQ
Details
OCT
PT
RT
Oc.
Party
Identification
Identifier
[1..1]
<<BBIE>>
Party
Organization
Name
[0..1]
<<ASBIE>>
Party
Physical
Address
[1..1]
<<BBIE>>
PQ
<<ABIE>>
Context
Rol
Ind
Co
Physical_
Type
Address
OCT
*
*
<<BBIE>>
Physical_
Address
*
*
*
<<BBIE>>
Physical_
Address
*
*
*
<<BBIE>>
Physical_
Address
City
Name
[1..1]
*
*
DE
<<BBIE>>
Physical_
Address
Postal Code
Identifier
[1..1]
*
*
US
<<BBIE>>
Physical_
Address
Zip Code
Identifier
[1..1]
*
*
*
<<BBIE>>
Physical_
Country
Code
[1..1]
Rol
Co
Cosmetic_ Supplies_
Type
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PQ
PT
Address
RT
Oc.
Street
Name
[1..1]
House
Number_
Text
[0..1]
<<ABIE>>
Context
Ind
XML Schema
Details
OCQ
*
*
*
*
<<BBIE>>
Cos
*
*
<<BBIE>>
*
*
*
<<BBIE>>
*
*
*
<<BBIE>>
*
*
*
<<BBIE>>
OCQ
Cosmetic_
Supply_
Cosmetic_
Supply_
Cosmetic_
Supply_
Cosmetic_
Supply_
Cosmetic_
Supply_
OCT
Item
Details
PQ
PT
RT
Oc.
Item
Identification
Identifier
[1..1]
Item
Inventory
Identifier
[0..1]
Name
[1..1]
Item
Product
Consistency in multi-syntax design and use
XML NDR for Schema Development
EDI Transformation Rules
UML2XML through CC Profiles
UML2EDIFACT transformation rules
Item
Price
Amount
[0..1]
Item
Ordered
Quantity
[1..1]
UML Class Diagram
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Data Base Relations
59
ATG Mandate
• Create and maintain the trade, business
and administration document structures
based on a specific technology or standard
• Design, assembly and production of syntax
specific solutions based on identified
business and/or technical requirements
from the empowered groups of UN/CEFACT
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ATG Deliverables
• Technical assessment and maintenance of syntax
specific solutions through the application of Data
Maintenance Requests
• A series of coherent, consistent and normalised
syntax solutions that are aligned with domain
reference models for publication in a designated
UN/CEFACT information Registry:
• UN/EDIFACT messages and their support directories
• XML Schemas
• UNeDocs
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ATG Deliverables
• Procedures and Mechanisms for the maintenance
and quality of the syntax solutions
• Appropriate technical specifications detailing the
design and production rules, guidelines and
checklists
• Maintenance of Recommendations/Technical
Specifications in coordination with TC154
• UNECE Recommendation 1 (UN Layout Key) technical
aspects
• ISO 9735 - UN/EDIFACT Syntax
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ATG1 EDIFACT Syntax
• Purpose
• Development and Maintenance of EDIFACT
syntax solutions to support UN/CEFACT work
program
• Officers
• Chair:
14 May 2007
Gait Boxman
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Ongoing Work Item
EDIFACT Data Maintenance Request (DMR) processing
• New Delhi Forum – EDIFACT Data Maintenance Request
(DMR) processing – 83 Data Maintenance Requests (DMRs)
• 59 Approved
• 22 Approved with Changes
• Mostly added code values
• 2 Postponed
• Dublin Forum – EDIFACT Data Maintenance Request (DMR)
processing – 96 Data Maintenance Requests (DMRs)
• 12 Approved
• 81 Approved with changes
• Mostly added code values
• 2 Postponed at request of TBG1
• 1 Withdrawn
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ATG1 Projects
• UML2EDIFACT Project
• Defines methodology for transforming UN/CEFACT
Modelling Methodology (UMM) conformant UML
models into the EDIFACT syntax
Project Lead
Gait Boxman
Editor
Open
Approval status
Approved by FMG
Current ODP step
6
Anticipate Completion
Dependent on requirements of TBG
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ATG2 – XML Syntax
• Group Purpose
• Development and maintenance of XML syntax
solutions to support UN/CEFACT work
program
• Officers
• Chair:
14 May 2007
Jostein Frømyr
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Ongoing Work Item –
Schema Generation
• Updated Schema for 06B
1 Common Reusable (XML Representation of CCL)
1 Unqualified Data Type (Basic Data Types)
8 Updated Code List Schema (used by data types)
• New Schema for 06B
• Business Process Schema
21 Release Candidate schema for eTendering
1 Release Candidate schema for Cross Industry Invoice
• Supporting Schema
1 Qualified Data Type (restricts value domain)
15 New Code List Schema (supporting QDTs)
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XML Naming and Design
Rules, V3
Specification Purpose
• Consistent
transformation of
Core Components
• Optimized use of
XML
Project Purpose
• Align with
CCTS 3.0
• Drive
Convergence of
SDO’s to
UN/CEFACT
methodology
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XML Naming and Design
Rules, V3
Project Lead
Mark Crawford
Editor
Garret Minakawa
Approval status
Approved by FMG
Current ODP step 3 (1st Working Draft)
Anticipate
Completion
14 May 2007
End of 2007 – Dependent on
delivery of CCTS 3.0
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Data Type Library
•
•
•
Data Types define the value
domain for Core Components
Specification Purpose
• Create and Maintain
UN/CEFACT Data Types to
support CCTS and syntax
solutions
• Provide input to CCTS
Project
• Develop guidance to
facilitate use
Project Purpose
• Update existing catalogue
• Develop responsive
maintenance procedures
14 May 2007
Data Type (DT)
Registry Class
+
Data Type Term: Data Type Term
+
Data Type Qualifier: String [0..*]
+
Usage Rule: String [0..*]
Unique Identifier: String
+
Version Identifier: String
1
1
1
1
1..*
DT Content Component
+
DT Supplementary Component
+
Property Term: String = Content {readOnly}
+
Representation Term: Representation Term
+
Primitive Type: Primitive Type
+
Property Term: String
+
Usage Rule: String [0..*]
+
Primitive Type: Primitive Type
+
Cardinality: Cardinality
+
Default Value: String [0..1]
+
Usage Rule: String [0..*]
1
1
0..*
1
{only zero or one
1
component restrictions
for each facet type}
1
0..*
Component Restriction
+
Facet Type: String
+
Facet Value: String
+
Facet Language: String [0..1]
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Common Information
{only zero or one
component
restrictions for
1
each facet type}
+
Dictionary Entry Name (DEN): String
+
Definition: String
+
Business Term: String [0..*]
1
1
0..*
Localized Information
+
LanguageCode: LanguageCode
+
Other Language DEN: String
+
Other Language Definition: String
+
Other Language Business Term: String [0..*]
70
Data Type Library
Project Lead
Jostein Frømyr
Editor
Gunther Stuhec
Approval status
Approved by FMG
Current ODP step 3 (1st Working Draft)
Anticipate
Completion
14 May 2007
Initial Catalogue - end of 2007 –
Dependent on delivery of CCTS
3.0
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Standard Business
Document Header, v2
• Specification Purpose:
• Improve A2A handling of
business transaction
information
• Project Purpose
• Update to reflect CCTS 3.0
and NDR for consistency
• SBDH Scope
• Provide information about
the routing and processing
of the Standard Business
Document
• SBDH Can be used as
either
• XML Format
• EDIFACT Format
• Other Format
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• An integral part of a
Standard Business
Document (e.g. either XML
instance document or EDI
interchange), or
• An object separate from the
Standard Business
Document itself
72
Standard Business
Document Header, v2
Project Lead
Editor
Margaret Pemberton
Approval status
Approved by FMG
Current ODP step 2 (Prepare Requirements
Document and review
contributions received)
Anticipate
2008
Completion
14 May 2007
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XML Representation of
Core Components
• User Requirements
• External standards organizations are interested in submitting
candidate core components to UN/CEFACT using XML
• Tool vendors are interested in building support for CCTS, but
are looking for XML syntax standards for CCTS constructs
• Specification Purpose
• Provide consistent pattern for XML serialization of core
component artefacts
• Approach
• Develop requisite UN/CEFACT XML schema modules for
defining submitting and storing Core Component Technical
Specification (CCTS) constructs in XML
14 May 2007
• compliant to the UN/CEFACT Core Components Technical
Specification
• Compliant to the UN/CEFACT XML Naming and Design Rules
specification
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XML Representation of
Core Components
Project Lead
Garret Minakawa
Editor
Mark Crawford
Approval status
Approved by FMG
Current ODP step 3 (1st Working Draft)
Anticipate
Completion
14 May 2007
End of 2007 – Dependent on
delivery of CCTS 3.0
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Other Activities
• XML Schema User Guide Template
• Provide guidance for implementation and use
• Schema Generation and Testing
Guidelines
• Promulgating Internal Processes to a wider
audience
• Tools
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ATG Driving
Convergence under UN/CEFACT
• Had very successful F2F meetings
• September 2006 – Waldorf, Germany
• January 2007 – Washington, DC
• Representatives from 9 different SDOs/Industry
Consortia + a number of US Government agencies
• UBL, AIAG, STAR, ACORD, GS1, RosettaNet, OAGi, CIDX,
ANSI ASC X12
• US Navy, NIST, US Treasury, US DoD
• Significant progress in achieving common understanding
and alignment on XML technical issues such as:
• Serialization rules
• Customization
• Code Lists
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Issues & Resource
Requirements
• Internal tools to support deliverables
• XML Schema Generation Tool
• XML Schema Validation Tool
• XML Schema NDR Validation Tool
•
•
•
•
Integration of Tools with UN/CEFACT Registry
Collaboration Tool to facilitate work
Better and more flexible list serve tool
Need secretariat support for ATG administration
responsibilities
• Web Site/Collaboration tool set up and maintenance
• Ongoing administrative requirements
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Issues & Resource
Requirements
• Participation Issues
• 20 Active Members
• 88 Virtual Members
• Strong Engagement From
• Europe and North America
• Service Provider participation
• Need Broader Engagement From
• Member countries
• Key sectors
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ICG Report
Information Content
Management Group
Chair Mike CONROY
Vice Chair David DOBBING,
http://www.cen.eu/uncefactforum/ICG/
ICG Mandate
The purpose of the Information Content Management Group (ICG) is to
ensure the release of quality technical specifications for e-business:
Management of the UN/CEFACT information repositories and libraries for
electronic business and Rec.s that fall within its scope
Technical conformance and registration of the UN/CEFACT business
requirements specifications
Normalisation and maintenance of the base syntax neutral information
components that serve as the building blocks for the development of
standards for implementation
Technical conformity and registration of the syntax specific objects and
components
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ICG Deliverables
•
•
•
•
•
•
A series of coherent, consistent and normalized reference libraries
comprising the business requirements, information objects and code
lists that are aligned with the domain reference models and serve as
the building blocks for the development of standards for implementation
Validating the conformance of technical specifications with the
corresponding publication guidelines and for the release of approved
syntax specific information objects and components
Processes and procedures for the maintenance of the libraries
Mechanisms for ensuring the quality of the library contents
Proposals, including draft Recommendations for review and approval
by the UN/CEFACT Plenary and
Maintenance of UN Recommendations related to codes
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UNECE
Recommendations
UNECE Rec. No. 3 - ISO Country Code for Representation of Names of Countries
UNECE Rec. No. 5 - Abbreviations of INCOTERMS
UNECE Rec. No. 7 - Numerical Representation of Dates, Time, and Periods of Time
UNECE Rec. No. 8 - Unique Identification Code Methodology - UNIC
UNECE Rec. No. 9 - Alphabetical Code for the Representation of Currencies
UNECE Rec. No. 10 - Codes for Ship's Names
UNECE Rec. No. 15 - Simpler Shipping Marks
UNECE Rec. No. 16 - Trade and Transport Locations (UN/LOCODE)
UNECE Rec. No. 17 - Payterms
UNECE Rec. No. 19 - Codes for Modes of Transport
UNECE Rec. No. 20 - Codes for units of measure used in international trade
UNECE Rec. No. 21 - Codes for Types of Cargo, Packages and Packaging Materials
UNECE Rec. No. 23 - Freight Cost Code
UNECE Rec. No. 24 - Trade and Transport Status Codes
UNECE Rec. No. 28 - Codes for Types of Means of Transport
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Principal Highlights
•
Finalised first release of the UN/CEFACT Registry Specification
•
Prepared initial draft of the UN/CEFACT Registry implementation plan
•
UN/CEFACT Registry Proof-of-Concept progression
•
Revised and approved code list updates to UNECE Recommendations
•
Advanced Code List Migration Project for the regular publication of a
single XML based version of all UN/CEFACT maintained code lists
•
Audited the first release of the Core Components Library with Business
Information Entities (BIEs)
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UN/CEFACT Registry
PoC findings
•
The overall Registry metamodel is capable of handling current
UN/CEFACT requirements
•
Registry federation is still in a primitive state
•
Level of granularity for the management of discrete Registry artefacts
(e.g. down to the basic attribute) can increase complexity of
implementation
•
Registry artefacts can be suitably governed by a classification scheme
•
Several concurrent classification schemes can be applied
•
The discovery process of Registry content is adequately defined
•
The Registry user interface / connector approach was satisfactory
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Items for
Plenary Noting
•
UNECE Rec. 20 (Units of Measure) – Rev.4
•
UNECE Rec. 23 (Freight Cost Codes) – Rev.3
•
UNECE Rec. 24 (Transport Status Codes) – Rev.4
•
UNECE Rec. 28 (Types of Means of Transport Codes) – Rev.2
•
UN/EDIFACT DIRECTORY Releases
D06A
D06B
•
Core Component Library (CCL) Releases
D06A
D06B
•
Candidate XML Schema Releases
e-Tendering
Cross Industry Invoice (CII)
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Work in progress
•
UN/CEFACT Registry interface and connectors
•
UN/CEFACT Registry proof of concept finalisation
•
UN/CEFACT Code List management finalisation
•
Ongoing Audit of UN/CEFACT deliverables
•
Ongoing maintenance of UNECE Recommendations related to codes
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Tasks to
be fulfilled
The following tasks are carried on a
regular basis:
• Management of UN/ECE Recommendations and
generic UN Codelists
• Audit of UN/EDIFACT updates
• Audit of UN/Core Component Library
• Audit of XML Schemas
• Verification of the BRS content
• Management of the RSM (core component content)
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Skillset
Requirements
• EXPERT KNOWLEDGE
•
•
•
•
Broad knowledge of the functions of UN/CEFACT;
Conversant with the semantics of business collaboration;
Understanding codification schemes;
Conversant with information modelling and the application of reusable
design practices; and/or
• Conversant with the rules defined for the syntax solutions supported by
UN/CEFACT
• Registry knowledge,
• Formal software audit experience
• .
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Legal Group
Report to the UN/CEFACT Plenary
Chair: Usva Kuusiholma (Finland)
Vice-Chair: Bart Schermer (Netherlands)
Legal Group purpose
• The purpose of the Legal Group (LG) is to
ensure that the legal aspects of electronic
business and international trade facilitation
are considered in the work of the
UN/CEFACT. To this end the Legal Group
analyses current legal processes and issues
within the mission and objectives of
UN/CEFACT, identifies legal constraints that
adversely affect the mission and objectives of
the Centre, and proposes practical
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LG activities
• Unified Business agreements and contract
(UBAC)
• Recommendation 35 Single Window Framework
• Review of current recommendations
• Strengthening ties with UNCITRAL
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LG activities in 2006/7
• Meetings in Dehli and Dublin
• Additional meetings in Vienna (UNCITRAL) and
Helsinki (SWF)
• Monthly conference calls
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UBAC
• Cooperation with TMG / Business Proces
Working Group Reached phase 2 of the ODP
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Rec. 35
• Met with several SW operators to discuss legal
issues
• Finalized draft text of the recommendation
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UNCITRAL
•
Vital to work of legal group
•
Enlist help of UNCITRAL experts
•
Participated in UNCITRAL expert group on e-signatures
•
Will present the LG work (SWF) on UNCITRAL congress
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Cause for concern?
•
Core Group (FIN(?), US, NL)
•
Limited secretarial support
•
Limited participation from LG members
•
Work of the LG can be speeded up with proper support and
commitment!
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TMG Report
Chair: Gunther Stuhec
Vice Chair: Christian Huemer
UN/CEFACT
SIMPLE, TRANSPARENT AND EFFECTIVE PROCESSES
FOR GLOBAL BUSINESS.
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