Microsoft Financial Services Microsoft
Download White Papers and Articles

Enterprise Authorization Strategy
This article provides prescriptive architectural guidance for an enterprise authorization strategy. It makes the case for developing an enterprise authorization gateway—a shorthand term for a role-based access-control (RBAC) service hosted by the enterprise service bus (ESB). Discussion touches on some of the enterprise-level requirements and challenges that motivate this approach, such as increasingly stringent and granular authorization needed for legal compliance and the need to ensure that enterprise authorization is tightly integrated with robust authentication and identity management.

Spotlight on Reporting

Business value of Microsoft Windows Mobile for Financial Services organizations

Visual Studio Team System Business Value White Paper

Customer Care Framework Insurance Process Workstation (PDF)
The Customer Care Framework (CCF) Insurance Process Workstation is a reference implementation of the XML and Web services capabilities of the Microsoft Platform. This implementation provides an immediately deployable end-to-end environment for selected insurance-process applications that are related to customer care, retention, and cross-selling. CCF is a non-disruptive XML and Web services overlay infrastructure that works with information technology assets to automate, streamline, and optimize complex processes by managing information flow and tasks activities.

Building Connected Systems in Financial Services – The .NET Framework and the Microsoft Enterprise Application Development Platform (PDF)
This white paper provides the latest updates on the usage of the Windows Platform and .NET in Financial Services with a focus on Microsoft’s connected systems strategy.  This strategy centers on the .NET Framework development technologies as the common development framework spanning clients and servers, with a focus on Web services and industry standards such as SOAP and Extensible Markup Language (XML) for interoperability with components and services provided by other vendors.

Creating Business Value for Financial Services through Better Collaboration (PDF)
Financial services organizations are challenged to deliver greater market differentiation and operational excellence to compete in today’s global marketplace. Microsoft®ΔFinancial Services offers rich, comprehensive collaboration technology to empower information workers to work more productively, enabling banks, insurance companies, and capital markets to realize tangible business benefits.

The Business Value of Upgrading to SQL Server 2005
Business decision makers deploying Microsoft® SQL Server technologies have adopted SQL Server 2005 because it optimizes their IT infrastructure for growth and improves their alignment with key business objectives. With up to 35% faster transaction processing, advanced business intelligence solutions and enhanced developer productivity, SQL Server 2005 builds on the strengths of SQL Server 2000. Enterprise and midmarket organizations upgrading to SQL Server 2005 will not only accelerate growth but also open exciting new opportunities for database administrators, developers and IT decision makers.

Understanding Microsoft Integration Technologies (PDF)
There is no silver bullet for application integration. Different situations call for different solutions, each targeting a particular kind of problem. While a one-size-fits-all solution would be nice, the inherent diversity of integration challenges makes such a simplistic approach impossible. To address this broad set of problems, Microsoft has created several different integration technologies, each targeting a particular group of scenarios.

Service Orientation and its Role in your Connected Systems Strategy (PDF)
Service orientation is a means for building distributed systems. At its most abstract, service orientation views everything — from the mainframe application to the printer to the shipping dock clerk to the overnight delivery company — as a service provider. Service providers expose capabilities though interfaces. Service oriented architecture maps these capabilities and interfaces so that they can be orchestrated into processes. The service model is “fractal”: the newly formed process is a service itself, exposing a new, aggregated capability.

CCF – Insurance Process Workstation (PDF)
This white paper describes how the Microsoft Customer Care Framework further enables the XML capabilities of these programs by allowing them to participate in sophisticated and automated interactions among themselves and with any information source. By extending the SOA paradigm directly to the desktop, the possibility to engineer highly flexible workflow processes that utilize IT assets cost-effectively and incrementally is realized.

CCF – Financial Advisor (PDF)
This white paper describes how the Microsoft Customer Care Framework implements end-to-end Extensible Markup Language (XML) technologies, from desktop to database, to facilitate the efficient and effective cross-marketing of insurance products through banking channels.

CCF – Banking (PDF)
This white paper describes the imperative of, and mandates for, developing highly integrated banking service channels. Furthermore, it describes a new approach called Channel Optimized Banking, which is uniquely enabled by Microsoft’s innovative Customer Care Framework (CCF).

Building Connected Systems: .NET and the Windows Platform in Financial Services (PDF)
Read this overview of the Microsoft Platform and how .NET can be used to quickly develop and deploy enterprise level applications for an interconnected world.

©2008 Microsoft Corporation. All rights reserved. Terms of Use | Privacy
This site is hosted for Microsoft by Metia, Inc.
Last Updated: May 1, 2008