Engineering Financial Enterprise Content Management Services

Abstract

The demand is increasing to replace the current cost ineffective and bad time-to-market hardcopy publishing and delivery of content in the financial world. Financial Enterprise Content Management Services (FECMS) have been deployed in intra-enterprises and over the Internet to network with customers. This paper presents Web service technologies that enable a unified scalable FECMS framework for intra-enterprise content flow and inter-enterprise interactions, combining existing sub-systems and disparate business functions. Additionally, the authors demonstrate the key privacy and access control policies for internal content flow management (such as content editing, approval, and usage) as well as external access control for the Web portal and institutional programmatic users. Through the modular design of an integrated FECMS, this research illustrates how to systematically specify privacy and access control policies in each part of the system with Enterprise Privacy Authorization Language (EPAL). Finally, a case study in an international banking enterprise demonstrates how both integration and control can be achieved.