Data Transport Standard (DTS) Executive Overview

7/1/2005 Executive Summary DTS uses Internet technologies to facilitate real time data exchange and transaction processing DTS builds on stable technologies, not specific products DTS, once implemented, reduces programming and per-transaction costs through standardization

7/1/2005 DTS Defined Data Transport Standard Established by PESC for exchanging data: –Inquiry –Reports –Transactions An adjunct to or replacement for existing data transport mechanisms (PGP, Secret Agent, and FTP)

7/1/2005 Specification for DTS Specification Covers –Technical interchange rules and processes –Recommended best practices Specification Does Not Cover –Business rules for transaction processing –Operational oversight, monitoring or escalation Implementation Examples –Code samples are available

7/1/2005 DTS Benefits A Web Services implementation –Delivery confirmation included - no guessing –All requests get a response –All submissions get an answer of some kind Facilitates real time data exchange Includes automatic data encryption Uses digital signature standards Platform independent Strong authentication with non-repudiation

7/1/2005 Next Steps Identify business partners or internal applications seeking real time data exchange Support the standard by funding and scheduling implementation of DTS Implement DTS Monitor improvements in throughput and reductions in transaction cost

7/1/2005 Share Information Notify the PESC DTS Workgroup with –Implementation and testing schedules –Trading partners –Issues with the defined standard Share Implementation Experiences with Community –Successes –Difficulties

7/1/2005 Additional DTS Information Visit PESC at –Letter of Intent (including Business Case) Historical Overview Justification and Description Community Collaboration –Executive Summaries –Specification –Reference Implementations

7/1/2005 PESC Workgroup Contacts Workgroup Chair: Workgroup co- Chair: Kim Shiflette, USA Funds (317) Gary Allen, Oracle (925) Gary Sandler, ELM Resources (510)

7/1/2005 More Technical Slides Follow The remaining slides can be material for a more technical presentation

7/1/2005 Data Transport – Issues data exchange is not reliable or flexible enough –No guarantee of delivery –No guarantee of order of delivery for sequence dependent data –No automatic confirmation of receipt or facility for retransmit –No synchronous response available – size limitations FTP data exchange has own challenges –Possible to overwrite earlier files –No confirmation of receipt –No synchronous response Encryption is always separate and subject to its own issues, maintenance and failures

7/1/2005 DTS Addresses Transport Issues DTS addresses –the confirmation issue with a send-receive protocol – confirmation is built in –the order of delivery problem by actively delivering and receiving the data – no unconfirmed hand-offs –the size problem through data compression –the FTP overwrite problem by not using filenames –the lack of a synchronous response by building in a required synchronous response, even if only for handling status –the encryption issue by using standard HTTPS for encryption – the same technology as for online banking

7/1/2005 DTS Technologies Standards –HTTP1.1, SSL2.0, SOAP1.1, XML, WSDL2.0, zLib (RFC 1950), Base64 (RFC 3548), UUID, X.509 –This suite is generally accepted as the base set of standards for building a Web Services solution SSL encryption of HTTP Streams WS-Security / XML-DSIG – digital signature standards –Strong authentication with non-repudiation –X.509 encryption keys and certificate authorities