An introduction to Symphony Softwar Foundation, community, projects, open source and open standards focused initiatives for innovation in financial services and fintech. For more information check out: Website: http://symphony.foundation Wiki: https://symphonyoss.atlassian.net/wiki/ Github: https://github.com/symphonyoss/

1. The Symphony Software Foundation
Enabling Open (Source + Standard) innovation in Financial Services
Gabriele Columbro (@mindthegabz)
Executive Director
Symphony Software Foundation

2. @symphonyOSS
Platinum Members
Gold Members
Silver MembersNew!
The Symphony Software Foundation community
~50 Open Source Projects
3 Active Working Groups
22 Member organizations
~40 Project Committers

3. @symphonyOSS
And vendor lock-in prevention
Platform influence
Superior trust for end user and regulators
Security by many eyeballs
Leveraging the Community innovation
potential
Velocity and innovation
Solve common industry problems faster
and provide app choice to consumers
Interoperable ecosystem
Hosted and per user / month pricing model
Cloud hosted PODs (tenants)
With customer only holding decryption key
End to end encryption
Open vs bundled play
Platform, APIs, App store
Intra and inter-firm
Compliant communication

4. @symphonyOSS
Open Standards are necessary (but not sufficient)
Lack of Stickiness
if business initiated & abstract, might not solve “real life” problems for the individual
Can be fundamentally undermined by “not-so-great team players”
Can be too abstract and never implemented
Common traits of (not so) successful business-driven Open Standards
Quasi-standard implementation
Can be fundamentally undermined by vendors who are “not-so-great team players”
Waterfall
Can be too abstract and never implemented

5. @symphonyOSS
Open Source is necessary (but not sufficient)
Limitations of a pure-play open source approach
Can be hard to keep strategic roadmap cohesion
Very much individual driven, might miss the bigger picture
Not all OSS projects are business valuable and easy to engage in
Not easy to what, how and when to invest in an OSS project
Not Enterprise friendly

6. @symphonyOSS
The 2 worlds are colliding!
Open Source and Open Standards virtuous cycle

7. @symphonyOSS

8. @symphonyOSS
Members and contributors can access Symphony APIs,
developer tools and documentation, and an enterprise-grade software
lifecycle that ensures high quality, IP and security compliance of its project
releases.
Open Developer Platform (as of Nov 2016)
@symphonyOSS
Hosts an ecosystem of open source projects
on Github around the Symphony messaging
and collaboration platform. Projects are
community driven and are licensed under
the enterprise-friendly Apache v2 license.
Open Source
The Symphony Software Foundation is “Open” for business
Open
Open Standardization
Fosters open standardization and interoperability
for the industry through transparent Working
Groups for the Member organizations.
Open Governance
Implements an open, inclusive and
meritocratic governance model for
each of its governing entities, which
include a board of directors,
engineering steering committee,
working group and a project team.

9. @symphonyOSS
Integrations Framework
Symphony Platform
API Clients
Bots, integrations, Apps
Desktop Containers
Minuet
SymphonyElectron
HelpDesk, RFQ
Java, Python, C#
iBridge
Contribution
in progress
ReST API
Container API
Financial
Objects
Standardization
Security
SSF Projects and Working Groups

10. Proprietary and Confidential
Any Container
(through Interop APIs)
Any Container
(through custom launcher)
Legacy App
(no Container)
OpenFin
(through custom launcher) SymphonyElectron
(through custom launcher)
Symphony <->
Container Interop
APIs
Example: Click-to-dial
Context: “contact”
Action: “dial”
Target: “gab@symphony.foundation”
A truly inter-bank Open Platform and Ecosystem

11. @symphonyOSS
Open Standards
+
Open Source
=
Successful Platform (and Ecosystem)

12. @symphonyOSS #opensource #Fintech@symphonyOSS #opensource #Fintech
Open Developer Platform provides seamless Developer XP
Symphony POD API Access
Hosted Development Process
✓ Github
✓ Jira / Confluence
✓ CI/CD (container based)
Developer Tools
✓ API Clients
✓ Frameworks / components
✓ Hubot, Angular integrations
OSS Release Infrastructure
✓ Maven Central
✓ NuGet
✓ NPM
foundation-dev.symphony.com
Dev Business
http://symphony.foundation/docs/201610-foundation-developer-platform-brochure.pdf
Contribute and get access to the Open Developer Platform at
https://symphonyoss.atlassian.net/wiki/display/FM/Foundation+Open+Developer+Platform
Enterprise grade project lifecycle
✓ IP Cleanliness (CLA and
automated IP Checks)
✓ Security
✓ Software Quality

13. @symphonyOSS
OSS maturity stages
http://www.bearingpoint.com/ecomaXL/files/Open_Source_Drives_Innovation_In_Financial_Services.pdf

14. Proprietary and Confidential
http://events.linuxfoundation.org/sites/events/files/slides/State%20of%20the%20Union.pdf
The Answer is: Projects with a sustainable ecosystem.
And what’s an ecosystem: A rich developer community whose code is used to
create value which is in turn reinvested back into the project

15. Project Lifecycle: Know your open source

16. @symphonyOSS #opensource #Fintech
Develop seamlessly and consume safely on ODP
https://symphonyoss.atlassian.net/wiki/display/FM/Open+Developer+Platform
Available to
all Foundation
Committers!

17. @symphonyOSS
Ensuring
upstream/downstream
Compliance
Consumers
● Badges, stats and docs
● High quality, secure, compliant
software
● Access to the community
Contributors
● Best of breed Infrastructure
● Metrics, KPIs and automation
● Exposure through the community

18. @symphonyOSS
1. FinServ Open Source readiness
• Goal: Support the industry in a standardized contribution policy / SDLC for Financial Services Open Source engagement
• Approach: Major event in Q3 including Members, OSS vendors, adjacent enterprise leaders
• Working Group focused on Legal, Technical and business ownership
2. Open Innovation Challenge hackathon series
• Goal: Grow OSS project portfolio to ~100 projects and focus on delivering high value solutions for our Members
• Approach: Public and internal developer events focused on weighted ideas from the Members
3. Partnering with adjacent ecosystems
• Goal: Brand and community growth at developer and decision maker level
• Approach: FinServ focus on H1, OSS mainstream in H2
4. Member only Surveys / Position Papers
• Goal: Provide Members with unique insights on industry trends around Open Source, Interoperability andSymphony
• Approach: Execute Member only surveys, in partnership with renowned players (e.g. BlackDuck, Github, etc)
2017 Key Initiatives

19. @symphonyOSS
Future growth horizons
Growing the Foundation footprint to enabling ever broader OSS collaboration
Symphony Open Ecosystem
01
Symphony Open Core
Open For Financial Services
Open Enterprise Collaboration
02
03
04
Open Ecosystem
Fostering cross-firm OSS collaboration on common bots, apps,
integrations on the Symphony Platform
Open Source Platforms
Transparent and meritocratic governance over FinServ platforms
contributed to the Foundation
Open FinServ
Provide an enterprise grade “safe space” where financial
firms can solve common industry collaboration problems
Open Enterprise Collaboration
Extend the Community to other regulated industries leveraging
Symphony as the platform to collaborate and fabric of communication

20. @symphonyOSS
The pattern of Enterprise Open Source engagement
Consumption
github.com/symphonyoss
dev@symphony.foundation
symphony.foundation
twitter.com/symphonyOSS
Contribution
Contribute a Project or Idea
Join an Existing Project
Submit PRs & Issues
Commitment
Become a Foundation Member
Join a Working Group

21. @symphonyOSS@symphonyOSS
Thank You.
For more information,
please visit http://symphony.foundation
and join our Community!
twitter.com/symphonyOSS
github.com/symphonyOSS