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© 2021 Symphony Communication Services, LLC - Proprietary and Confidential
Securing Cross -Enterprise
Collaboration Workflows with
APIs
Olivier Poupeney
Director Developer Relations, Symphony
ApiDays New York, July 27th 2022, hub 2
2022 SERIES OF EVENTS
New York
JULY
(HYBRID)
Australia
SEPTEMBER
(HYBRID)
Singapore
APRIL
(VIRTUAL)
Helsinki & North
MARCH
(VIRTUAL)
Paris
DECEMBER
(HYBRID)
London
OCTOBER
(HYBRID)
Hong Kong
AUGUST
(VIRTUAL)
JUNE (VIRTUAL)
India
MAY
(VIRTUAL)
APRIL (VIRTUAL)
Dubai & Middle East
JUNE
(VIRTUAL)
Check out our API Conferences
www.a pida ys .globa l
Want to talk at one of our conferences?
apidays.typeform.com/to/ILJeAaV8
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 2
THE SYMPHONY
PLATFORM
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 3
The Collaboration Platform
Chat
Directory
Voice
Screenshare
Automation
Video conference
Content sharing
Open APIs
Workflows
Compliant
Integrations
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 4
Cross -Enterprise Collaboration
PRE
DURING
POST
Account Opening
Credit Analysis
Sustainability
RFQ/IOI
Trade Approval
Orders / Deals
Settlement
Reporting
Trade
Activity
Cycle
Buy Side Sell Side
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 5
SECURE &COMPLIANT
AUTOMATED WORKFLOWS
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 6
Bots: API consumers Champions
Customer Premises
Data Sources,
Applications & APIs
Symphony Cloud
Symphony
Pod
Key
Manager
Agent
Server
Symphony
APIs
Database
Symphony Client
Application
Bot
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 7
Symphony APIs
Authentication
● Session auth
● Key manager auth
● Extension app auth
● On-behalf-of auth
Basics
● Health checks
● Session info
● Agent info
Messages
● Send message
● Get messages
● Search messages
● Get attachments
● Suppress messages
Streams
● Create IM / room
● Update room
● List room members
● Promote / demote owners
● Search rooms
● Deactivate / reactivate rooms
Users
● Search users
● Lookup user
● Follow / unfollow users
● Update avatar
● Create user Admin
● Update user Admin
Datafeed
● Create datafeed
● Read datafeed
● List datafeeds
● Delete datafeed
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 8
Symphony APIs
Connections
● List connections
● Create connection
● Accept connection
● Reject connection
● Remove connection
Presence
● Get presence
● Set presence
● Create presence feed
● Read presence feed
Application Management
● Create / update application
○ with RSA public key
● Get application
● Delete application
Administrative
● Manage protocols
● Manage disclaimers
● Manage information barriers
● Manage data loss prevention
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 9
Customer Premises
API
Agent
Key
Manager
Symphony Architecture
Symphony
Pod
Bot
3. Key Manager Auth
4. Key Manager Token
1. Session Auth
2. Session Token
5. Bot creates datafeed and
reads datafeed on a loop
7. Bot sends a Symphony
message
9. Key Manager
validates token
8. Agent requests
key validation
6. Pod sends
encrypted message
to Agent
10. Agent sends
encrypted message to
Pod
API
Agent
Key
Manager
Symphony Cloud
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 10
SECURE BOT ACTIVITIES
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 11
Customer Premises
How to secure what a Bot does?
Data Sources,
Applications & APIs
Database
Cloud APIs
Symphony Cloud
Symphony
Pod
Identity
AI Process
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 12
DEVELOPER TOOLS
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 13
Generator, Bot Developer Kit, Workflow Developer Kit
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 14
DEVELOPER ECOSYSTEM
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 15
APIs at the heart of the Developer Ecosystem
COMMUNITY DEVELOPER TOOLS
BOTS / WORKFLOWS /
APPS / INTEGRATIONS
Symphony
APIs
Developer
Center
Documentation
Webinars
Hackathons
Training /
Certifications
Newsletter
Forum
BDKs
WDK
Generator
Harmony
ADK
UI Toolkit
Open Source
SYMPHONY
PLATFORM
SpringBot
(DB)
WDK
Gallery
Thunderbird
(Skyline Technology)
Conducto
(Capital
Market)
iPushPull
FDC3
ECP
SES
© 2021 Symphony Communication Services, LLC - Proprietary and Confidential 16
THANK YOU!

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apidays New York 2022 - Securing cross-enterprise collaboration workflows with APIs, Olivier Poupeney, Symphony.com

  • 1. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential Securing Cross -Enterprise Collaboration Workflows with APIs Olivier Poupeney Director Developer Relations, Symphony ApiDays New York, July 27th 2022, hub 2
  • 2. 2022 SERIES OF EVENTS New York JULY (HYBRID) Australia SEPTEMBER (HYBRID) Singapore APRIL (VIRTUAL) Helsinki & North MARCH (VIRTUAL) Paris DECEMBER (HYBRID) London OCTOBER (HYBRID) Hong Kong AUGUST (VIRTUAL) JUNE (VIRTUAL) India MAY (VIRTUAL) APRIL (VIRTUAL) Dubai & Middle East JUNE (VIRTUAL) Check out our API Conferences www.a pida ys .globa l Want to talk at one of our conferences? apidays.typeform.com/to/ILJeAaV8
  • 3. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 2 THE SYMPHONY PLATFORM
  • 4. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 3 The Collaboration Platform Chat Directory Voice Screenshare Automation Video conference Content sharing Open APIs Workflows Compliant Integrations
  • 5. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 4 Cross -Enterprise Collaboration PRE DURING POST Account Opening Credit Analysis Sustainability RFQ/IOI Trade Approval Orders / Deals Settlement Reporting Trade Activity Cycle Buy Side Sell Side
  • 6. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 5 SECURE &COMPLIANT AUTOMATED WORKFLOWS
  • 7. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 6 Bots: API consumers Champions Customer Premises Data Sources, Applications & APIs Symphony Cloud Symphony Pod Key Manager Agent Server Symphony APIs Database Symphony Client Application Bot
  • 8. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 7 Symphony APIs Authentication ● Session auth ● Key manager auth ● Extension app auth ● On-behalf-of auth Basics ● Health checks ● Session info ● Agent info Messages ● Send message ● Get messages ● Search messages ● Get attachments ● Suppress messages Streams ● Create IM / room ● Update room ● List room members ● Promote / demote owners ● Search rooms ● Deactivate / reactivate rooms Users ● Search users ● Lookup user ● Follow / unfollow users ● Update avatar ● Create user Admin ● Update user Admin Datafeed ● Create datafeed ● Read datafeed ● List datafeeds ● Delete datafeed
  • 9. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 8 Symphony APIs Connections ● List connections ● Create connection ● Accept connection ● Reject connection ● Remove connection Presence ● Get presence ● Set presence ● Create presence feed ● Read presence feed Application Management ● Create / update application ○ with RSA public key ● Get application ● Delete application Administrative ● Manage protocols ● Manage disclaimers ● Manage information barriers ● Manage data loss prevention
  • 10. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 9 Customer Premises API Agent Key Manager Symphony Architecture Symphony Pod Bot 3. Key Manager Auth 4. Key Manager Token 1. Session Auth 2. Session Token 5. Bot creates datafeed and reads datafeed on a loop 7. Bot sends a Symphony message 9. Key Manager validates token 8. Agent requests key validation 6. Pod sends encrypted message to Agent 10. Agent sends encrypted message to Pod API Agent Key Manager Symphony Cloud
  • 11. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 10 SECURE BOT ACTIVITIES
  • 12. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 11 Customer Premises How to secure what a Bot does? Data Sources, Applications & APIs Database Cloud APIs Symphony Cloud Symphony Pod Identity AI Process
  • 13. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 12 DEVELOPER TOOLS
  • 14. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 13 Generator, Bot Developer Kit, Workflow Developer Kit
  • 15. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 14 DEVELOPER ECOSYSTEM
  • 16. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 15 APIs at the heart of the Developer Ecosystem COMMUNITY DEVELOPER TOOLS BOTS / WORKFLOWS / APPS / INTEGRATIONS Symphony APIs Developer Center Documentation Webinars Hackathons Training / Certifications Newsletter Forum BDKs WDK Generator Harmony ADK UI Toolkit Open Source SYMPHONY PLATFORM SpringBot (DB) WDK Gallery Thunderbird (Skyline Technology) Conducto (Capital Market) iPushPull FDC3 ECP SES
  • 17. © 2021 Symphony Communication Services, LLC - Proprietary and Confidential 16 THANK YOU!