e Business Document Designer and Customization Tool SRDC

e. Business Document Designer and Customization Tool SRDC Ltd. 1

Background Problem Various standardization efforts ◦ Document models addressing a broad range of requirements vs Industry Specific Document Models ◦ No conceptual semantic model ◦ Not re-usable for different collaborations Solutions UN/CEFACT CCTS ◦ flexible and adaptable business document schemas ◦ Context-free and syntax independent building blocks ◦ Conceptual Model UBL ◦ UN/CEFACT CCTS implementation in XML ◦ Customization Guidelines 2

Overview of Document Modeling Environment Integrates modeling approach of UN/CEFACT CCTS and UBL Maximize re-use of business information, minimize duplicative effort ◦ Modeling: UN/CEFACT CCTS ◦ Customization: UBL ◦ Allow discovery of document building blocks ◦ Presents document artifacts created or customized by users as well as UBL 2. 0 Common Library Artifacts Online and 7/24 accessible Common, standard based, and evolving repository architecture Graphical Modeling combined with information on conceptual model Documentation of e-business document model 3

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Features Examination of document artifact structure and information content in a single complete view ◦ Navigation over document structure from message assembly to data type along with their properties Discovery of components Accessibility and sharing of components via the repository Modeling of standard-based document artifacts which are at the same time tailored to specific requirements ◦ Modification of components Compatible Customization Conformant Customization ◦ Creation of components from scratch Generation of UBL Document schema accompanied with some informative supporting materials 5

Graphical Model Document Model file UBL Common Library file Qualified Data Type file Unqualified Data Type Conventional Model • Presents document artifacts in a single Russian Doll modelof With the properties as the tree expands selected component such as definition, cardinality etc. Document Designer 6

Visualization of Document Artifacts Aggregate Business Information View Basic Business Information View Data Type View 7

Discovery of Document Artifacts Text based search Query format adaptable to conceptual model of different document artifacts Allow specification of keywords on Context values Definition Qualifiers Dictionary entry names Business Terms etc. based on document artifact type Logical connectors in query : “OR” vs “AND” Search result includes both standard document artifacts provided by UBL and standard-based document artifacts created by users Changes “status” when user commits the component to the repository 8

Creation of Document Artifacts Assembling available document building blocks to a new document artifact in graphical model: (1) Drag (2)Set properties of conceptual model (3) Drop 9

Creation of new QDT New QDTs can be created by ◦ Qualification of UDTs ◦ Further qualification of QDTs (1)Restricting content component : Add or Delete restrictions Restriction types varies according to Type of Content Component (2) Subsetting supplementary components • No new UDTs, it inherits UBL 2. 0 UDTs 10

Conformant Customization “A UBL conformant instance is an instance validating against customized document constraints while simultaneously validating against a UBL standard schema. ” UBL Customization Guidelines v 1. 0 11

Conformant Customization : 1 Subsetting original document artifacts ◦ Removing optional building blocks (1) Through selecting “Delete” on right click optional (2) Through check tree feature Automatic removal of inner document artifacts from document schema 12

Conformant Customization : 2 Subsetting through cardinality restriction ◦ Changing cardinality Minimums can be increased to their maximum Maximums can be decreased to their minimum Constraining Context of Business Information Entities ◦ Add ◦ Delete 13

Compatible Customization Extending document schema module by ◦ Adding new components—other than using extension element ◦ Discarding mandotary components minimum cardinality >=1, Mandatory element is in RED ◦ Changing cardinality values to a range which violates conformance design rules Decreasing minimum cardinality Increasing maximum cardinality Changing property term qualifiers Building a component from scratch When an action results in UBL compliant document by violating conformance document design rules, the tool warns the user that the design will be conformant if the action is realized. 14

Exporting Documents Export UBL Document schema accompanied with some informative supporting materials in UBL directory format ◦ XML Schema of Document Assembly with automatic translation from graphical model by UBL Naming and Design Rules ◦ Spreadsheet models document assembly defining the ◦ Genericode files for defining code lists (aka. enumerations or controlled vocabularies) 15

Schema Documents 16

Customizing Code Lists Based on a spreadsheet template, new code values can be assigned to data types. 17

Customizing Code Lists Filled template is submitted from Data Type Properties -> Genericode view. 18

Schematron Editor Predefined cardinality rules ◦ Right click on any element on the document content hierarchy 19

Adding Custom Rules Any rules using XPATH language can be added for document elements 20

Adding Custom Rules Rule Context: Shows the context attribute based on the ‘assigned node’ of the rule that will be created in the schematron file 21

Adding Custom Rules Assigned node: Shows the XPATH of the document element to which the custom rule is assigned. 22

Adding Custom Rules Rule Test: Assertion for the rule 23

Adding Custom Rules Text to Display: The text in case the assertion of the rule fails 24

Thank you for your attention Demo Links: Overview of the tool : http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/main. htm Creating a new document artifact: http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/create. Message. htm Qualifying a data type http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/datatype. htm Conformant Customization: http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/conformant. Customization. htm Compatible Customization: http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/compatible. Customization. htm Documentation of Document Model: http: //144. 122. 230. 53: 8080/Document. Designer. Tool. Viewlets/export. XSD. htm 25