Presentation is loading. Please wait.

Presentation is loading. Please wait.

Update on PBS October 24, 2005 V3. 2 Expansion of Participant Browser Services (PBS) Background on PBS Rollout Status Customer feedback DTCC listened.

Similar presentations


Presentation on theme: "Update on PBS October 24, 2005 V3. 2 Expansion of Participant Browser Services (PBS) Background on PBS Rollout Status Customer feedback DTCC listened."— Presentation transcript:

1 Update on PBS October 24, 2005 V3

2 2 Expansion of Participant Browser Services (PBS) Background on PBS Rollout Status Customer feedback DTCC listened and is responding Background on PBS Rollout Status Customer feedback DTCC listened and is responding

3 3 Background on PBS PBS is the browser-based user interface that replaces the PTS system Available to customers through the DTCC SMART network Designed to improve navigation and data entry in intuitive, easy-to-use web pages Features include drop-down menus, quick links, page- sensitive help information, and the use of business terms - No more acronyms ! PBS is the browser-based user interface that replaces the PTS system Available to customers through the DTCC SMART network Designed to improve navigation and data entry in intuitive, easy-to-use web pages Features include drop-down menus, quick links, page- sensitive help information, and the use of business terms - No more acronyms !

4 4 Rollout Status Customers are rapidly adopting PBS Over 3,000 users at 500 accounts are actively using PBS Dozens more accounts are starting every month Transaction volumes on PBS have grown % each month for the past 12 months Customers are rapidly adopting PBS Over 3,000 users at 500 accounts are actively using PBS Dozens more accounts are starting every month Transaction volumes on PBS have grown % each month for the past 12 months

5 5 Customer Feedback With PTS scheduled for sunset at year-end 05, DTCC went to its customers in the spring of 05 to evaluate possibilities Sources of input included Customers calls and letters User group discussions Focus groups with users at all levels, from a variety of organizations In-depth interviews by consultants with 60 users in 14 customer firms With PTS scheduled for sunset at year-end 05, DTCC went to its customers in the spring of 05 to evaluate possibilities Sources of input included Customers calls and letters User group discussions Focus groups with users at all levels, from a variety of organizations In-depth interviews by consultants with 60 users in 14 customer firms

6 6 Customer Feedback - Findings Shift to Windows-based web pages seen as necessary and overdue Users now have access to functionality they couldnt find in PTS - especially managers and others who arent frequent users Basic installation of PBS infrastructure is trouble-free and cost-free Benefits of easier interface are universally acknowledged Shift to Windows-based web pages seen as necessary and overdue Users now have access to functionality they couldnt find in PTS - especially managers and others who arent frequent users Basic installation of PBS infrastructure is trouble-free and cost-free Benefits of easier interface are universally acknowledged

7 7 Customer Feedback – New Requests We really like it but cant you also give us... Help with ticket printing were not yet ready to eliminate all the tickets Lightweight desktop automation we rely on some macros that only run on the old terminal system More of the remaining PTS functions as web pages we want Physical Processing as well as Settlement and Corporate Actions An easy way to access multiple accounts for the same firm I cant keep track of 20 different userids Better integration with other web-browser functions now that its all on the browser, why cant I get to ACATS and RTTMWeb through the same system? We really like it but cant you also give us... Help with ticket printing were not yet ready to eliminate all the tickets Lightweight desktop automation we rely on some macros that only run on the old terminal system More of the remaining PTS functions as web pages we want Physical Processing as well as Settlement and Corporate Actions An easy way to access multiple accounts for the same firm I cant keep track of 20 different userids Better integration with other web-browser functions now that its all on the browser, why cant I get to ACATS and RTTMWeb through the same system?

8 8 Response to Customer Feedback SMART/Messages PBS Version 2 Access to files Excel interface Deposits DTCC Customer Portal SMART/Messages PBS Version 2 Access to files Excel interface Deposits DTCC Customer Portal

9 9 SMART/Messages Browser application to view printer tickets and locally print selected messages Initially implemented Q Add multi-page printing (Q1 2006) Develop indexing capabilities for message selection and sorting (Q3 2006) Further improvements (late ) –User identifies events to track –Only the messages associated with these events are presented –Optional alerts on user desktop for high-priority events Browser application to view printer tickets and locally print selected messages Initially implemented Q Add multi-page printing (Q1 2006) Develop indexing capabilities for message selection and sorting (Q3 2006) Further improvements (late ) –User identifies events to track –Only the messages associated with these events are presented –Optional alerts on user desktop for high-priority events Existing printer technology cant be supported beyond early 2007, and no replacement technology exists

10 10 PBS Version 2 Renders all PTS functions as web pages Eliminates need for jPTS terminal emulator Incorporates feedback and suggestions from users of PBS V1 regarding the original web page designs Currently piloting with a select group of customers, including Transfer Agents via SMART/Dialer Renders all PTS functions as web pages Eliminates need for jPTS terminal emulator Incorporates feedback and suggestions from users of PBS V1 regarding the original web page designs Currently piloting with a select group of customers, including Transfer Agents via SMART/Dialer

11 11 Rollout Plan for PBS V2 Scale up number of pilot firms Formalize implementation procedures for users Validate usability and functionality, and schedule any needed enhancements Based on feedback from pilot users, finalize rollout schedule for all users by year-end. (Targeting general rollout in early 2006.) Scale up number of pilot firms Formalize implementation procedures for users Validate usability and functionality, and schedule any needed enhancements Based on feedback from pilot users, finalize rollout schedule for all users by year-end. (Targeting general rollout in early 2006.)

12 12 Access to Files from Browser Browser interface for customers to access and download selected SMART/Mover (CCF) files (Access to these files has always required programming and IT operations) Identify files to offer and develop conceptual solution (2005) Pilot – Q General availability - Summer 2006 Browser interface for customers to access and download selected SMART/Mover (CCF) files (Access to these files has always required programming and IT operations) Identify files to offer and develop conceptual solution (2005) Pilot – Q General availability - Summer 2006

13 13 Excel Interfaces Provide the ability to download and upload data using Excel spreadsheets, for selected PBS functions Currently modeling a reusable design Identify and prioritize tier 1 functions for implementation (12/05) Implement interface for tier 1 functions (Q1 – Q2 2006) Identify remaining tiers and announce schedule for additional functions. Provide the ability to download and upload data using Excel spreadsheets, for selected PBS functions Currently modeling a reusable design Identify and prioritize tier 1 functions for implementation (12/05) Implement interface for tier 1 functions (Q1 – Q2 2006) Identify remaining tiers and announce schedule for additional functions. We welcome customers prioritized lists of automated functions they cant live without!

14 14 Deposits Browser-based replacement for existing bar-coded deposit tickets Batch streams and single deposits Pilot and General Availability (Q3 2006) Browser-based replacement for existing bar-coded deposit tickets Batch streams and single deposits Pilot and General Availability (Q3 2006) Existing printer technology cant be supported beyond early 2007, and no replacement technology exists

15 15 DTCC Customer Portal All DTCC functionality on a common web page Single userid to access all DTCC services All functionality accessible over SMART, with select subsets also available over the Internet Advanced customer Help and self-support capabilities Messages, alerts, and file interfaces Customer security officers manage employees userids and authorization PBS integration planned for late 2006 Customer firms will need to migrate to new platform All DTCC functionality on a common web page Single userid to access all DTCC services All functionality accessible over SMART, with select subsets also available over the Internet Advanced customer Help and self-support capabilities Messages, alerts, and file interfaces Customer security officers manage employees userids and authorization PBS integration planned for late 2006 Customer firms will need to migrate to new platform

16 16 Not PBS, but related.... The same technology changes that affect PTS and ticket printing also impact machine-to-machine interfaces In early 2007 we lose the ability to support MDH messaging – replace with Websphere MQ CCFuser file transfers – replace with ftp or NDM (over TCP/IP) NDM over SNA – replace with ftp or NDM (over TCP/IP) The same technology changes that affect PTS and ticket printing also impact machine-to-machine interfaces In early 2007 we lose the ability to support MDH messaging – replace with Websphere MQ CCFuser file transfers – replace with ftp or NDM (over TCP/IP) NDM over SNA – replace with ftp or NDM (over TCP/IP) Confirm that your IT staff has effective plans in place to eliminate these interfaces in 2006 !

17 17 Questions? Contact your Account Executive


Download ppt "Update on PBS October 24, 2005 V3. 2 Expansion of Participant Browser Services (PBS) Background on PBS Rollout Status Customer feedback DTCC listened."

Similar presentations


Ads by Google