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ECLIPSE STARDUST – A BPM SUITE WITH 
1,500+ WORLDWIDE INSTALLATIONS IN THE 
FINANCIAL INDUSTRY 
Eclipse Banking Day 
October 31, 2014 
Dr. Marc Gille 
Product Management SunGard Infinity
2 
STARDUST ORIGIN – CARNOT, SUNGARD, INFINITY 
 SunGard is a leading provider of services and systems for the financial industry. 
 Infinity Process Platform (IPP) is a 14-year old mature BPM product, based on the 
CARNOT Process Engine. 
 IPP is SunGard‘s strategic platform for BPM, Workflow, Document Processing and 
Integration. 
 IPP is used in more than 60% of products/solutions of SunGard business units. 
 More than 1.600 production deployments worldwide 
 > 10,000 users 
 > 1,000,000 processes/day 
 > 300,000 documents/day 
 Low-latency profiles with > 10,000 processes per second. 
 Ranked #2 in Vision in Gartner MQ for BPMS in 2007 
 IPP has been made available to the Open Source Community via Eclipse Stardust 
(www.eclipse.org/stardust).
3 
OPEN SOURCE BPM
4 
LEADING OPEN SOURCE BPMS 
Stardust jBPM Bonita Activiti 
Lines of Code 2,244,289 2,197,294 2,080,210 367,563 
Person Years 636 628 589 84 
Source: http://www.ohloh.net/ 
(Now Open Hub, data from 10/22/14)
5 
STARDUST ECOSYSTEM 
SunGard 
Development 
Maintenance or Stardust 
PaaS/Managed Services 
Eclipse Community 
Contribution 
Consumption via 
Eclipse Public License (EPL) 
Consumption via 
SunGard-proprietary 
commercial license 
SunGard Customers 
Git Synchronization 
Infinity 
Process 
Platform 
Contribution
6 
STARDUST APPROACH
7 
GENERAL SOLUTION SCENARIO 
Connectors/UI Building Blocks 
Service Call 
Web/REST Services, Java/Spring/EJB Endpoint 
Arbitrary technology connection point 
(e.g. File, Message Queue, Database, Socket, Mail, 
Excel) 
Data/Messages/Documents 
Integration Glue Logic (e.g. JavaScript, Python, 
Message Transformation, Rule Set) 
Legacy/Third Party System 
e.g. Customer Management 
Legacy/Third Party System 
e.g. General Ledger 
New Component 
e.g. Big Data Analytics 
BPM Software Artifacts
8 
FROM MODELING ... 
Input, e.g. 
• Incoming Messages or Files 
• Timers 
• Other Events 
Process Data-based Routing 
• AND/OR Splits/Joins 
• Conditions 
Data 
• Structure Modeling 
• Data Flow 
• In Memory Representation 
Organizational Hierarchy 
• Roles and Organizations 
• Conditional Performers (e.g. 
• Departments 
Services 
• Outgoing Messages (e.g. FIX, 
SWIFT) 
• Service Invocations (e.g. 
Web/REST Services) 
Maker/Checker) 
• Database/File Communication 
Interactive activities, e.g. for 
Human Intervention on 
Exceptions
9 
… TO EXECUTION 
Worklist 
Mobile 
Activity Execution 
Monitoring 
Reporting
10 
A REAL WORLD SCENARIO
11 
Sungard Investments in Connectivity 
Normalized Services based on Web/REST Services, DB, File, Message Queues 
and Data Models are provided and maintained 
for all SunGard Systems 
Services and Data Models can be reused for Hapoalim Processes 
• SunGard is providing business logic, services, 
integration logic and integration expertise from one 
hand 
• SunGard will maintain services going forward 
• Integration strategy matches SunGard overall 
product and integration strategy 
Service Invocation 
Use of Data Models
12 
STARDUST USAGE SCENARIOS
13 
INTERACTIVE WORKFLOW 
Requirements 
• Modeling of organizational structure 
• Connectivity to User Management/Single Sign-On 
• Configurable UI 
• Large Number of parallel Users 
IPP Solution 
• Department Concept 
• LDAP/SAML 
• UI Mashups 
• Custom Views/Skinning 
• Reporting 
• Simulation 
Customer Examples 
• CSS Versicherungen, CH 
• Degussabank, Frankfurt 
• Postfinance, CH 
• Heineken, NL 
• SEB, LIT 
• CITIC Trust, China 
• UMB, USA 
• Commerzbank/Dresdner Bank
14 
DOCUMENT PROCESSING 
Requirements 
• Document Storage 
• Document Viewing 
• Links between Processes and Documents 
IPP Solution 
• Document Repository 
• TIFF-Viewer and Editor 
• Server-side PDF-Viewer 
• Document Types and Metadata 
• Document Security 
Customer Examples 
• Schweizer Bundesbehoerde, CH 
• Japan Post, Japan 
• Japan Postal Bank,, Japan 
• State Street Bank, USA 
• Key Bank, USA 
• UMB, USA 
• Liberty, South Africa
15 
DATA EXTRACTION AND TRANSFORMATION 
Requirements 
• Receive request for data gathering from multiple systems 
• Data retrieval from these systems 
• Data transformation, normalization and merge 
• Return data 
• Possibly high record volume (~ 100.000) 
IPP Solution 
• Simple message transformations via drag & drop 
• Complex message transformation with JavaScript 
• Out-of-the-box connectivity to RDBMS, Files etc. 
• Well-defined Connector structure to be used for custom 
connectors (e.g. to OMNI) 
• Parallel data gathering via process topology 
Customer Examples 
• Citibank, USA 
• UMB, USA 
• Fidelity Investments, USA 
e.g. Relational Database
16 
MESSAGE PROCESSING 
Requirements 
• Connectivity to financial networks 
and protocols (FIX, SWIFT, XML) 
• Grouping of messages 
• Correlation of messages (e.g. for cancellation) 
• Content-based routing 
• Message Multicast 
• Low(er) latency 
Financial Networks 
IPP Solution 
• FIX and SWIFT connectivity 
• Message transformation to normalized format 
• Caching and JMS channeling for sequencing 
• Routing via transition conditions 
• Transient processing/write-behind 
for highest throughput/lowest latency 
Customer Examples 
• SWIFT, Belgium 
• Credit Suisse, Switzerland
17 
EVENT PROCESSING 
Requirements 
• Different incoming market data streams 
(e.g. Market Map, Bloomberg, Reuters) 
• Normalization of content 
• Client push 
Market Data Streams 
IPP Solution 
• FIX and SWIFT connectivity e.g. market data streams 
• Correlation of messages arriving in time window via 
caching 
• Message transformation to normalized format 
• Rules for golden copy creation 
• Client push via publish/subscribe via REST Push and 
• HTML messaging 
Customer Examples 
• SWIFT, Belgium 
• Credit Suisse, France 
• Goldman Sachs, USA
18 
BPM-AS-A-SERVICE
19 
INFINITY ON DEMAND ECOSYSTEM 
Payment 
Processing 
Create and 
manage Solution 
Solutions 
(Process Models, Rules Sets, 
Code etc) 
Relius BA 
Team 
Teams 
SunGard BU 
Customers 
(Legal Entity billed for Services) 
Provisioning 
SunGard 
FS Cloud 
Solution Instances 
(= Managed IPP Runtime 
Environments) 
SunGard Customer 
ACME 
ACME BA 
Team ACME Payment 
Approval 
Customer 
Infrastructure
20 
SOLUTION CREATION AND PROVISIONING FLOW
21 
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Stardust - Open Source BPMS for the Financial Industry

  • 1. ECLIPSE STARDUST – A BPM SUITE WITH 1,500+ WORLDWIDE INSTALLATIONS IN THE FINANCIAL INDUSTRY Eclipse Banking Day October 31, 2014 Dr. Marc Gille Product Management SunGard Infinity
  • 2. 2 STARDUST ORIGIN – CARNOT, SUNGARD, INFINITY  SunGard is a leading provider of services and systems for the financial industry.  Infinity Process Platform (IPP) is a 14-year old mature BPM product, based on the CARNOT Process Engine.  IPP is SunGard‘s strategic platform for BPM, Workflow, Document Processing and Integration.  IPP is used in more than 60% of products/solutions of SunGard business units.  More than 1.600 production deployments worldwide  > 10,000 users  > 1,000,000 processes/day  > 300,000 documents/day  Low-latency profiles with > 10,000 processes per second.  Ranked #2 in Vision in Gartner MQ for BPMS in 2007  IPP has been made available to the Open Source Community via Eclipse Stardust (www.eclipse.org/stardust).
  • 4. 4 LEADING OPEN SOURCE BPMS Stardust jBPM Bonita Activiti Lines of Code 2,244,289 2,197,294 2,080,210 367,563 Person Years 636 628 589 84 Source: http://www.ohloh.net/ (Now Open Hub, data from 10/22/14)
  • 5. 5 STARDUST ECOSYSTEM SunGard Development Maintenance or Stardust PaaS/Managed Services Eclipse Community Contribution Consumption via Eclipse Public License (EPL) Consumption via SunGard-proprietary commercial license SunGard Customers Git Synchronization Infinity Process Platform Contribution
  • 7. 7 GENERAL SOLUTION SCENARIO Connectors/UI Building Blocks Service Call Web/REST Services, Java/Spring/EJB Endpoint Arbitrary technology connection point (e.g. File, Message Queue, Database, Socket, Mail, Excel) Data/Messages/Documents Integration Glue Logic (e.g. JavaScript, Python, Message Transformation, Rule Set) Legacy/Third Party System e.g. Customer Management Legacy/Third Party System e.g. General Ledger New Component e.g. Big Data Analytics BPM Software Artifacts
  • 8. 8 FROM MODELING ... Input, e.g. • Incoming Messages or Files • Timers • Other Events Process Data-based Routing • AND/OR Splits/Joins • Conditions Data • Structure Modeling • Data Flow • In Memory Representation Organizational Hierarchy • Roles and Organizations • Conditional Performers (e.g. • Departments Services • Outgoing Messages (e.g. FIX, SWIFT) • Service Invocations (e.g. Web/REST Services) Maker/Checker) • Database/File Communication Interactive activities, e.g. for Human Intervention on Exceptions
  • 9. 9 … TO EXECUTION Worklist Mobile Activity Execution Monitoring Reporting
  • 10. 10 A REAL WORLD SCENARIO
  • 11. 11 Sungard Investments in Connectivity Normalized Services based on Web/REST Services, DB, File, Message Queues and Data Models are provided and maintained for all SunGard Systems Services and Data Models can be reused for Hapoalim Processes • SunGard is providing business logic, services, integration logic and integration expertise from one hand • SunGard will maintain services going forward • Integration strategy matches SunGard overall product and integration strategy Service Invocation Use of Data Models
  • 12. 12 STARDUST USAGE SCENARIOS
  • 13. 13 INTERACTIVE WORKFLOW Requirements • Modeling of organizational structure • Connectivity to User Management/Single Sign-On • Configurable UI • Large Number of parallel Users IPP Solution • Department Concept • LDAP/SAML • UI Mashups • Custom Views/Skinning • Reporting • Simulation Customer Examples • CSS Versicherungen, CH • Degussabank, Frankfurt • Postfinance, CH • Heineken, NL • SEB, LIT • CITIC Trust, China • UMB, USA • Commerzbank/Dresdner Bank
  • 14. 14 DOCUMENT PROCESSING Requirements • Document Storage • Document Viewing • Links between Processes and Documents IPP Solution • Document Repository • TIFF-Viewer and Editor • Server-side PDF-Viewer • Document Types and Metadata • Document Security Customer Examples • Schweizer Bundesbehoerde, CH • Japan Post, Japan • Japan Postal Bank,, Japan • State Street Bank, USA • Key Bank, USA • UMB, USA • Liberty, South Africa
  • 15. 15 DATA EXTRACTION AND TRANSFORMATION Requirements • Receive request for data gathering from multiple systems • Data retrieval from these systems • Data transformation, normalization and merge • Return data • Possibly high record volume (~ 100.000) IPP Solution • Simple message transformations via drag & drop • Complex message transformation with JavaScript • Out-of-the-box connectivity to RDBMS, Files etc. • Well-defined Connector structure to be used for custom connectors (e.g. to OMNI) • Parallel data gathering via process topology Customer Examples • Citibank, USA • UMB, USA • Fidelity Investments, USA e.g. Relational Database
  • 16. 16 MESSAGE PROCESSING Requirements • Connectivity to financial networks and protocols (FIX, SWIFT, XML) • Grouping of messages • Correlation of messages (e.g. for cancellation) • Content-based routing • Message Multicast • Low(er) latency Financial Networks IPP Solution • FIX and SWIFT connectivity • Message transformation to normalized format • Caching and JMS channeling for sequencing • Routing via transition conditions • Transient processing/write-behind for highest throughput/lowest latency Customer Examples • SWIFT, Belgium • Credit Suisse, Switzerland
  • 17. 17 EVENT PROCESSING Requirements • Different incoming market data streams (e.g. Market Map, Bloomberg, Reuters) • Normalization of content • Client push Market Data Streams IPP Solution • FIX and SWIFT connectivity e.g. market data streams • Correlation of messages arriving in time window via caching • Message transformation to normalized format • Rules for golden copy creation • Client push via publish/subscribe via REST Push and • HTML messaging Customer Examples • SWIFT, Belgium • Credit Suisse, France • Goldman Sachs, USA
  • 19. 19 INFINITY ON DEMAND ECOSYSTEM Payment Processing Create and manage Solution Solutions (Process Models, Rules Sets, Code etc) Relius BA Team Teams SunGard BU Customers (Legal Entity billed for Services) Provisioning SunGard FS Cloud Solution Instances (= Managed IPP Runtime Environments) SunGard Customer ACME ACME BA Team ACME Payment Approval Customer Infrastructure
  • 20. 20 SOLUTION CREATION AND PROVISIONING FLOW