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Standards Developer Kit


Tutorial
2012
Standards Developer Kit
Who should view this tutorial
•   Financial Institutions
•   Corporates
•   Software Partners
•   Anyone interested in benefitting from increased automation in
    MT or MX message implementation and annual maintenance




                                                                    2
Standards Developer Kit – Tutorial
You will learn
• The components of the Standards Developer Kit, SDK
  – The MX Message Enriched Schema Library
  – The MX Message Enriched Spreadsheet Library
  – The MT/XML Enriched Schema Library
  – The MT/XML Conversion Reference
• Example use cases of the Standards Developer Kit
• How to place an order




                                                       3
FIRST SOME EXAMPLE OF
DELIGHTED SDK CUSTOMERS
                          4
Rainer Vogelgesang
Vice-President Product Management
and Design for Investment Funds, Clearstream
Andrew Owens
R&D Director, Messaging, SunGard
Toni Friedrich, Executive IT Architect
Payment Systems, IBM Böblingen,
Germany Development Centre               7
NOW THE DETAILS OF THE
STANDARDS DEVELOPER KIT
                          8
The
                                          Helping you implement standards
 Standards
 Developer                                                Use technology you
    Kit                                                   already have (no need to
                                                          manage with additional software
                                                          or middleware)

                   A new set of tools and resources for
                   standards implementers

                                                Machine Processable standards
                                                definitions for MX and MT

 Simplifies the annual MT and MX standards
 release maintenance

Save time and money via SWIFT's Standards Developer Kit                                     9
Standards Developer Kit
Benefits
• Library of machine process-able message definitions for
  SWIFT MT and MX messages:
            – XML schemas (.xsd) for MT/MX messages

            – Excel® spreadsheets (.xlsx) for MX message

            – Sample reference software

• Works with your existing environment:
            – No need to replace your middleware

            – No need to add more middleware




Save time and money via SWIFT's Standards Developer Kit     10
Standards Developer Kit
main components




          MT                                                MX
        Content                                           Content




                                                                Downloadable from
Save time and money via SWIFT's Standards Developer Kit                                 11
                                                               swiftcommunity.net/sdk
MT CONTENT


             12
MT content
Standards Developer Kit
• XML application integration for (MT) FIN messages
• Complete set of XML schema definitions for all MTs
• Fully aligned with SWIFT User Handbook
• Published with SWIFT Standards Releases
• You do not have to manually update your MT
  message definitions
• MT-XML format converter as working sample
• Single technology approach for MT & MX




      Save time and lower costs; exploit powerful XML tools and
     leverage existing skills to implement MT messages. Adopt a
   single technology approach for MT & MX and ease MX migration
                                                                  13
MT Content
Enriched MT Schema Library: functionality
                                            MT 103 Single Customer Credit Transfer




Save time and money via SWIFT's Standards Developer Kit                              14
MT Content
Enriched MT Schema Library: functionality
                                            MT 103 Single Customer Credit Transfer

                                           • A library of XML schemas for all category 0
                                             through 9 MT messages
                                           • A schema for header blocks 1, 2 & 3, plus
                                             trailer block 4, common to all MT messages
                                           • Enriched schemas include the full field name
                                             and the full field definition




Save time and money via SWIFT's Standards Developer Kit                                     15
MT Content
Enriched MT Schema Library: functionality
                                            MT 103 Single Customer Credit Transfer




Save time and money via SWIFT's Standards Developer Kit                              16
MT Content
Enriched MT Schema Library: functionality
                                            MT 103 Single Customer Credit Transfer
                                           MT/XML schemas provide a rich set of
                                           schema level validation including definitions
                                           for the MT fields and the formats, the
                                           subfields and subfield formats. Dates must be
                                           properly formatted as MT dates. BICs must
                                           follow the BIC pattern, amount fields must
                                           include the comma, etc.




Save time and money via SWIFT's Standards Developer Kit                                    17
MT Content
   MT/XML Conversion Reference
                                      • Convert Reference
                                        – MT Schema Library


MT
FIN format
                                      • Converts SWIFT MT in FIN
                                        format to MT in XML format
             Convert                    and vice versa
             Reference
                                      • MT message with header /
                                        trailer blocks 1, 2, 3 & 5 or
                         
                         MT
                         XML format
                                        just block 4
                                      • Delivered as unsupported
                                        sample java code



                                                                        18
MT Content
   MT/XML Conversion Reference
                                                 • Convert Reference
                                   Sample Java source Schema Library
                                                   – MT code that converts a


MT
FIN format
                                   message in MT format to an XML instance
                                   and from an XML Translation Reference
                                                   –
                                                      instance to a message in
                                   MT format. The Converts SchemaMT in FIN
                                                 • MT/XML SWIFT Library
             Convert
             Reference
                                   allows implementers toto MT inpowerful XML
                                                   format exploit XML format
                                   tools and leverage existing skills to implement
                                                   and vice versa
                                   MT messages. Schemas are updated for each

                                  standards release. message with header /
                                                 • MT
                           MT                      trailer blocks 1, 2, 3 & 5 or
                         XML format                just block 4
                                              • Delivered as sample java
                                                code

                                                                                     19
MT Content
MT/XML Convert Reference: example




                                   MT/FIN 103             MT/XML 103




Save time and money via SWIFT's Standards Developer Kit            20
MT Content
  MT/XML Convert Reference: example

                     Process MT messages as XML




                                                                                                             back office applications
                                                               Convert Reference




                                                                                                middleware
SWIFT

                                                  MT/FIN 103                       MT/XML 103




                            The Convert Reference is provided as sample java source code
  Save time and money via SWIFT's Standards Developer Kit                                                                      21
MT Content
Summary
• XML approach for both MT and MX
• Speeds up implementation
• Lowers implementation cost
• Reduces manual effort
• Schemas conform to the SWIFT User Handbook and contain
  rich definitions qualifying message elements to the level of
  subfields
• Schemas are updated for each standards release




       Note that the MT XML format is not to be confused with ISO
       20022 messages which are also expressed in the XML syntax    22
MX CONTENT
MX Content
Overview: MX (ISO 20022) Components
Complete library of enriched
schema definitions for all MXs

                                                Fully aligned with SWIFT User
                                                Handbook
Complete library of Excel®
spreadsheets for all MXs

                                    Single technology approach for
                                    both MT & MX implementations

 Save time and money via SWIFT's Standards Developer Kit                        24
MX Content
Enriched MX Spreadsheet Library




 Expanded field name
                                                 XML tag name


                                                          Code lists

                                                                  Full definition for every field and code
Save time and money via SWIFT's Standards Developer Kit                                                25
MX Content
Enriched MX Spreadsheet Library

                                            The enriched MX spreadsheet library
                                            provides a Microsoft® Excel spreadsheet for
                                            each MX message.

                                            The information in the message spreadsheet
                                            includes the XML tag name, the fully
                                            expanded field name, the
                                            minimum/maximum number of occurrences,
 Expanded field name                        plus the code values are included for code
                                            lists, and the full field definition or code
                                               XML tag name
                                            definition.
                                                          Code lists

                                                                  Full definition for every field and code
Save time and money via SWIFT's Standards Developer Kit                                                26
MX Content
Enriched MX Schema Library
         Corporate Action Notification 002V01




                                                27
MX Content
Enriched MX Schema Library
         Corporate Action Notification 002V01
               The enriched MX schema library provides
              an XML, open technology schema for each
              MX message.

              The message schemas is enriched with
              additional information including the full field
              name and full field definition.

              The enriched message schemas are useful
              for a variety of projects including:
              • message integration
              • generation of gui screens for message
              data entry/message repair
              • on-line help
              • message documentation

                                                                28
MX Content
Summary
•   MX Enriched Spreadsheet Library
•   MX Enriched Schema Library
•   Updated by SWIFT
•   Fully aligned with the MX User Handbook
•   Save time and improve quality in a variety of projects including:
    – Message integration projects
    – Generating GUIs for message data entry/message repair
    – Message documentation projects
    – On-line help
    – Other message implementation projects



                                                                        29
Standards Developer Kit Community



             Find the latest information for the Standards
             Developer Kit on the SDK community on
             swiftcommunity.net
             Samples of SDK components are available in
             the Samples folder on the SDK community




                                                             30
Order Now, It’s Easy

• SDK on-line order form, Or
• Simply send an email to SDK@swift.com
Either way we will get you started quickly




                                         31
Standards Developer Kit
Summary
•   MX Messages Enriched Schema Library
•   MX Messages Enriched Spreadsheet Library
•   MT/XML Enriched Schema Library
•   MT/XML Conversion Reference
•   The SDK is available under license on an annual
    subscription basis




 For more information contact your SWIFT account representative or visit
 the Standards Developer Kit community www.swiftcommunity.net/sdk          32

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SWIFT Standards developer kit tutorial December 2012

  • 2. Standards Developer Kit Who should view this tutorial • Financial Institutions • Corporates • Software Partners • Anyone interested in benefitting from increased automation in MT or MX message implementation and annual maintenance 2
  • 3. Standards Developer Kit – Tutorial You will learn • The components of the Standards Developer Kit, SDK – The MX Message Enriched Schema Library – The MX Message Enriched Spreadsheet Library – The MT/XML Enriched Schema Library – The MT/XML Conversion Reference • Example use cases of the Standards Developer Kit • How to place an order 3
  • 4. FIRST SOME EXAMPLE OF DELIGHTED SDK CUSTOMERS 4
  • 5. Rainer Vogelgesang Vice-President Product Management and Design for Investment Funds, Clearstream
  • 6. Andrew Owens R&D Director, Messaging, SunGard
  • 7. Toni Friedrich, Executive IT Architect Payment Systems, IBM Böblingen, Germany Development Centre 7
  • 8. NOW THE DETAILS OF THE STANDARDS DEVELOPER KIT 8
  • 9. The Helping you implement standards Standards Developer Use technology you Kit already have (no need to manage with additional software or middleware) A new set of tools and resources for standards implementers Machine Processable standards definitions for MX and MT Simplifies the annual MT and MX standards release maintenance Save time and money via SWIFT's Standards Developer Kit 9
  • 10. Standards Developer Kit Benefits • Library of machine process-able message definitions for SWIFT MT and MX messages: – XML schemas (.xsd) for MT/MX messages – Excel® spreadsheets (.xlsx) for MX message – Sample reference software • Works with your existing environment: – No need to replace your middleware – No need to add more middleware Save time and money via SWIFT's Standards Developer Kit 10
  • 11. Standards Developer Kit main components MT MX Content Content Downloadable from Save time and money via SWIFT's Standards Developer Kit 11 swiftcommunity.net/sdk
  • 13. MT content Standards Developer Kit • XML application integration for (MT) FIN messages • Complete set of XML schema definitions for all MTs • Fully aligned with SWIFT User Handbook • Published with SWIFT Standards Releases • You do not have to manually update your MT message definitions • MT-XML format converter as working sample • Single technology approach for MT & MX Save time and lower costs; exploit powerful XML tools and leverage existing skills to implement MT messages. Adopt a single technology approach for MT & MX and ease MX migration 13
  • 14. MT Content Enriched MT Schema Library: functionality MT 103 Single Customer Credit Transfer Save time and money via SWIFT's Standards Developer Kit 14
  • 15. MT Content Enriched MT Schema Library: functionality MT 103 Single Customer Credit Transfer • A library of XML schemas for all category 0 through 9 MT messages • A schema for header blocks 1, 2 & 3, plus trailer block 4, common to all MT messages • Enriched schemas include the full field name and the full field definition Save time and money via SWIFT's Standards Developer Kit 15
  • 16. MT Content Enriched MT Schema Library: functionality MT 103 Single Customer Credit Transfer Save time and money via SWIFT's Standards Developer Kit 16
  • 17. MT Content Enriched MT Schema Library: functionality MT 103 Single Customer Credit Transfer MT/XML schemas provide a rich set of schema level validation including definitions for the MT fields and the formats, the subfields and subfield formats. Dates must be properly formatted as MT dates. BICs must follow the BIC pattern, amount fields must include the comma, etc. Save time and money via SWIFT's Standards Developer Kit 17
  • 18. MT Content MT/XML Conversion Reference • Convert Reference – MT Schema Library  MT FIN format • Converts SWIFT MT in FIN format to MT in XML format Convert and vice versa Reference • MT message with header / trailer blocks 1, 2, 3 & 5 or  MT XML format just block 4 • Delivered as unsupported sample java code 18
  • 19. MT Content MT/XML Conversion Reference • Convert Reference Sample Java source Schema Library – MT code that converts a  MT FIN format message in MT format to an XML instance and from an XML Translation Reference – instance to a message in MT format. The Converts SchemaMT in FIN • MT/XML SWIFT Library Convert Reference allows implementers toto MT inpowerful XML format exploit XML format tools and leverage existing skills to implement and vice versa MT messages. Schemas are updated for each  standards release. message with header / • MT MT trailer blocks 1, 2, 3 & 5 or XML format just block 4 • Delivered as sample java code 19
  • 20. MT Content MT/XML Convert Reference: example MT/FIN 103 MT/XML 103 Save time and money via SWIFT's Standards Developer Kit 20
  • 21. MT Content MT/XML Convert Reference: example Process MT messages as XML back office applications Convert Reference middleware SWIFT MT/FIN 103 MT/XML 103 The Convert Reference is provided as sample java source code Save time and money via SWIFT's Standards Developer Kit 21
  • 22. MT Content Summary • XML approach for both MT and MX • Speeds up implementation • Lowers implementation cost • Reduces manual effort • Schemas conform to the SWIFT User Handbook and contain rich definitions qualifying message elements to the level of subfields • Schemas are updated for each standards release Note that the MT XML format is not to be confused with ISO 20022 messages which are also expressed in the XML syntax 22
  • 24. MX Content Overview: MX (ISO 20022) Components Complete library of enriched schema definitions for all MXs Fully aligned with SWIFT User Handbook Complete library of Excel® spreadsheets for all MXs Single technology approach for both MT & MX implementations Save time and money via SWIFT's Standards Developer Kit 24
  • 25. MX Content Enriched MX Spreadsheet Library Expanded field name XML tag name Code lists Full definition for every field and code Save time and money via SWIFT's Standards Developer Kit 25
  • 26. MX Content Enriched MX Spreadsheet Library The enriched MX spreadsheet library provides a Microsoft® Excel spreadsheet for each MX message. The information in the message spreadsheet includes the XML tag name, the fully expanded field name, the minimum/maximum number of occurrences, Expanded field name plus the code values are included for code lists, and the full field definition or code XML tag name definition. Code lists Full definition for every field and code Save time and money via SWIFT's Standards Developer Kit 26
  • 27. MX Content Enriched MX Schema Library Corporate Action Notification 002V01 27
  • 28. MX Content Enriched MX Schema Library Corporate Action Notification 002V01 The enriched MX schema library provides an XML, open technology schema for each MX message. The message schemas is enriched with additional information including the full field name and full field definition. The enriched message schemas are useful for a variety of projects including: • message integration • generation of gui screens for message data entry/message repair • on-line help • message documentation 28
  • 29. MX Content Summary • MX Enriched Spreadsheet Library • MX Enriched Schema Library • Updated by SWIFT • Fully aligned with the MX User Handbook • Save time and improve quality in a variety of projects including: – Message integration projects – Generating GUIs for message data entry/message repair – Message documentation projects – On-line help – Other message implementation projects 29
  • 30. Standards Developer Kit Community Find the latest information for the Standards Developer Kit on the SDK community on swiftcommunity.net Samples of SDK components are available in the Samples folder on the SDK community 30
  • 31. Order Now, It’s Easy • SDK on-line order form, Or • Simply send an email to SDK@swift.com Either way we will get you started quickly 31
  • 32. Standards Developer Kit Summary • MX Messages Enriched Schema Library • MX Messages Enriched Spreadsheet Library • MT/XML Enriched Schema Library • MT/XML Conversion Reference • The SDK is available under license on an annual subscription basis For more information contact your SWIFT account representative or visit the Standards Developer Kit community www.swiftcommunity.net/sdk 32