1. 2007 Office System the Next Business Platform for Financial Services Mike Walker Architecture Strategist Microsoft Corp.

2. Introduction Mike Walker is the managing architecture strategist for the Financial Services vertical at Microsoft. Walker is responsible for driving and evangelizing Microsoft’s worldwide industry and vertical strategy in the banking, insurance and securities segments. Specifically, Walker ensures that financial services institutions around the world realize the full extent of Microsoft’s vision and value proposition, by overseeing areas such as industry strategy, marketing, solution development, partner development, thought leadership, and executive relations. Walker joined Microsoft in early 2006. His background is as a financial services strategist, specializing in business transformation around technology, but he combines this experience with a strong focus on strategic execution. Prior to joining Microsoft, Walker ‘s worked as an enterprise architect in banking, where he developed business strategies, conducted strategic infrastructure planning, and implemented technology projects. His experience includes bespoke and package implementation, enterprise process design and management, applications management and systems selection.

7. What is an OBA? What makes an OBA Different Determine Product and Rate Unstructured Create Lead Qualified? Retire Lead Create Oppt’y Create Quote Closed? Complete Sale Originate Customer Validate Data Present solution Work with lenders Complete Registration Get Signatures Structured Office Business Applications “ Classic” Enterprise Applications Office SharePoint Server Word Excel Outlook InfoPath Estimate custom design Unstructured

8. What is an OBA? The Industry Agrees “ We thought people would use our portal, but now we realize they want to use SAP in their own interface. People will prefer to retain their current user experience. People love Office. You can connect SAP [to Office] so they don't need to leave their comfort zone.“ – Shai Agassi, President, SAP Product & Technology Group “ It is important to simplify and improve the user experience associated with enterprise applications interaction. Specifically, today most enterprise applications have Web-based user interfaces, but knowledge workers often find that these user interaction models are less intuitive to use and interfere with their daily work in Microsoft Office.“

14. Automating Lending Registrations

17. How this Fits In Robust Composite Architecture Presentation Layer Web Based Portal Extensible UI Application Services Layer Office Clients Business Rules Engine Centralized Business Rules Orchestration Layer SQL Server 2005 3rd Party External Mortgage Providers Lending Message Bus State full Web Services Stateless Web Services Business Process Management Data Services Layer

19. Recommended Resources Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker Loan Origination Reference Architecture http://msdn.microsoft.com/architecture/ORLOS MSDN Solution Architecture Center http://msdn.microsoft.com/architecture Additional Resources