Internal Adoption of the MISMO V3.1 Data Model Jim Metzger Senior Analyst, Harland Financial Solutions, Inc. January 13, 2014 MISMO Winter 2014 Summit The MISMO Winter 2014 Summit Education Program is sponsored by:

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 2 Agenda Who we are –Our Business –Our Technology Reasons for using MISMO V3.1 Steps Taken To Date Our Benefits Lessons Learned

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 3 Who we are - Business Harland Financial Solutions was acquired by D+H ™ We provide over 30 software solutions to the financial services industry and serve over 6,200 clients in North America –Core and Servicing Solutions –Enterprise Solutions –Internet, Mobile Banking and Payments Solutions –Branch Automation and Business Intelligence Solutions –Lending & Compliance Solutions –Mortgage Solutions

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 4 Who we are – Technology Various technology platforms in use Mainly Microsoft ® Windows ® environments –.NET 3.5 and 4.0 –Windows ® Foundation (WPF, WCF, etc.) Some Linux environments –Java™ Multiple databases and storage methods –SQL ® Server –Oracle ® –Proprietary databases and flat file systems

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 5 Goals for adopting the MISMO V3.1 data model Provide a consistent data model for all our software solutions Eliminate redundant development efforts Maximize use of internal skills and expertise –Business Analysts: focus on content, semantics –Engineers: focus on connectivity, structure

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 6 Steps Taken To Date Enterprise Service Bus Component –Our products talk to the ESB using MISMO V3 messages –The ESB talks to third party services (Credit, Flood, AUS, ULDD, Content Management) using whatever data standard they require Document Preparation Component –Provides a single doc prep platform for all our product lines –Leverages a core competitive advantage

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 7 Steps Taken To Date, Continued Harland Financial Solutions Specific Data Schema –Uses “chameleon” model strategy –Allows us to use and extend MISMO’s structure as needed –Backed by IBM ® Rational ® DOORS ® : a requirements management tool –Ability to track and manage mapping between models Dedicated Data Management Team –Reviews all additions and changes to our model –Supports data mapping for our doc prep engine

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 8 Our Benefits New functionality is available more quickly across the organization Data model extensibility allows us to meet our own requirements Reduction in internal confusion and mistakes Each mapping effort takes advantage of previous efforts Provides a competitive advantage in the market More confidence in our data integrity More confidence in our processes

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 9 Lessons Learned Give a small governing body responsibility and authority to create and manage; allow a key group to review and comment Provide a mechanism to concurrently support multiple data versions Be inclusive: involve product and development groups and engage more people with the MISMO community Be aware of initial learning curve and allow time for data research and understanding.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 10 Lessons Learned, Continued Flexibility needed as requirements and release schedules differ by product line Be aware that shared changes will affect everyone, good or bad

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 11 Questions? Jim Metzger Harland Financial Solutions Nora Beyerle Harland Financial Solutions Web Address: ** This page should only include the person you want to receive actual inquiries regarding the content of the material presented.

Jim Metzger: Internal Adoption of the MISMO V 3.1 Data model Winter 2014 Educational Summit & Workshops 12 Thank You to our 2014 Winter Summit Primary Event Sponsor