第一部分
1 BIAN 组织及其金融行业参考架构介绍 ..........................................2
1.1 BIAN 的使命与愿景 ....................................................................................2
1.1.1 BIAN ...................................................................................................2
1.1.2 愿景、使命和服务图景 .....................................................................3
1.1.3 BIAN 的金融行业参考架构 ..............................................................3
1.2 金融服务业参考架构的原则 .......................................................................4
1.2.1 金融业面临的挑战 .............................................................................5
1.2.2 敏捷……银弹? .................................................................................6
1.2.3 BIAN 和敏捷架构原则 ......................................................................8
1.2.4 BIAN 正在改变企业架构思维 ........................................................12
1.3 BIAN 标准的定位 .......................................................................................15
1.4 BIAN 组织 ...................................................................................................18
1.4.1 BIAN 架构如何演进 ........................................................................18
1.4.2 BIAN 框架是一个工具箱 ................................................................19
1.4.3 BIAN 的开放数字仓库 ....................................................................20
1.4.4 BIAN 认证 ........................................................................................21
1.4.5 BIAN 采用之旅 ................................................................................22
1.5 自我测试 ......................................................................................................24
2 解释 BIAN 架构............................................................................25
2.1 BIAN 架构模型的表示法 ..........................................................................26
2.2 BIAN 元模型 ...............................................................................................26
2.2.1 BIAN 元模型的作用 ........................................................................26
2.2.2 BIAN 元模型概述 ............................................................................27
2.3 服务图景 ......................................................................................................31
2.3.1 业务领域级 .......................................................................................34
2.3.2 业务域级 ...........................................................................................34
2.3.3 服务域级 ...........................................................................................35
2.3.4 服务图景图 .......................................................................................35
2.4 BIAN 服务域 ...............................................................................................35
2.4.1 功能模式 ...........................................................................................36
2.4.2 通用工件 ...........................................................................................38
2.4.3 资产类型 ...........................................................................................40
2.4.4 服务域表示 .......................................................................................41
2.5 BIAN 控制记录和服务域信息概要 .........................................................41
2.5.1 控制记录 ...........................................................................................42
2.5.2 行为限定符 .......................................................................................43
2.5.3 行为限定符类型 ...............................................................................44
2.5.4 服务域控制记录图 ...........................................................................46
2.6 BIAN BOM ..................................................................................................48
2.6.1 业务对象与业务概念 .......................................................................49
2.6.2 BOM 内容模式 .................................................................................49
2.6.3 BOM 结构模式 .................................................................................51
2.6.4 服务域 BOM 图 ................................................................................52
2.6.5 BOM 抽象等级 .................................................................................54
2.6.6 BOM-ISO 20022 映射 ......................................................................54
2.7 BIAN 服务操作和语义 API ......................................................................55
2.7.1 服务操作的本质:动作术语 ...........................................................56
2.7.2 服务操作主体 ...................................................................................59
2.7.3 语义 API ...........................................................................................60
2.7.4 Swagger 文件 ....................................................................................63
2.8 服务域概览图 ..............................................................................................64
2.9 BIAN 业务场景和连线图 ..........................................................................65
2.9.1 业务场景 ...........................................................................................65
2.9.2 连线图 ...............................................................................................66
2.9.3 服务连接 ...........................................................................................67
2.10 BIAN 业务能力 .........................................................................................68
2.11 自我测试 ....................................................................................................71
第二部分
3 应用 BIAN ....................................................................................75
4 BIAN 能做什么:通用能力...........................................................78
4.1 BIAN 作为参考框架 ..................................................................................78
4.1.1 通用词汇 ...........................................................................................79
4.1.2 通用参考框架 ...................................................................................80
4.1.3 添加特性 ...........................................................................................81
4.1.4 组织和利用文档 ...............................................................................82
4.1.5 参考架构的构建块 ...........................................................................83
4.2 BIAN 的定制 ...............................................................................................84
4.2.1 细化规格和模型 ...............................................................................84
4.2.2 组织特有的参考框架 .......................................................................85
4.3 逐步引入 BIAN ...........................................................................................88
4.4 自我测试 ......................................................................................................91
5 BIAN 用于整体企业视图 ..............................................................92
5.1 定义和架构业务能力 .................................................................................94
5.1.1 战略业务能力 ...................................................................................94
5.1.2 服务域用于架构 ...............................................................................95
5.2 构建企业蓝图 ..............................................................................................97
5.3 作为参考框架的企业蓝图 ...................................................................... 100
5.3.1 定义和记录战略方向和需求 .........................................................102
5.3.2 绘制和评估向下架构栈的“操作”图景 .....................................102
5.3.3 统一稳定的绩效管理基础 .............................................................104
5.3.4 BIAN 用于投资和变更组合管理 ..................................................105
5.4 证言 .............................................................................................................110
5.5 自我测试 ....................................................................................................111
6 BIAN 用于业务层 ....................................................................... 112
6.1 BIAN 用于业务架构 ................................................................................113
6.1.1 业务图景的参考框架 .....................................................................113
6.1.2 细化组织结构图 .............................................................................113
6.1.3 绘制和评估业务图景 .....................................................................113
6.1.4 治理业务架构 .................................................................................116
6.1.5 参考业务架构的构建块和原则 .....................................................119
6.2 BIAN 用于业务投资和变更组合 .......................................................... 122
6.2.1 支持并购 .........................................................................................122
6.2.2 业务变更组合 .................................................................................123
6.3 BIAN 用于业务设计 ............................................................................... 123
6.3.1 BIAN 用于业务流程管理 ..............................................................123
6.3.2 BIAN 用于业务需求分析 ..............................................................125
6.4 自我测试 ................................................................................................... 129
7 BIAN 用于应用层 ....................................................................... 131
7.1 BIAN 用于应用架构 ............................................................................... 132
7.1.1 应用图景的参考框架 .....................................................................132
7.1.2 绘制和评估应用图景的覆盖范围 .................................................133
7.1.3 实用程序与服务域对比 .................................................................136
7.1.4 应用架构治理 .................................................................................136
7.1.5 参考应用架构的构建块和原则 .....................................................138
7.1.6 评估和改善应用图景 .....................................................................141
7.2 链接技术图景到服务域 .......................................................................... 146
7.3 BIAN 用于应用投资和变更组合 .......................................................... 147
7.4 BIAN 用于应用系统 ............................................................................... 148
7.4.1 端到端解决方案架构 .....................................................................148
7.4.2 创建“系统” ...................................................................................150
7.5 BIAN 和应用架构风格 ........................................................................... 154
7.6 自我测试 ................................................................................................... 157
8 BIAN 用于信息和数据................................................................ 159
8.1 定制 BIAN BOM ..................................................................................... 160
8.2 BIAN BOM 用于信息和数据架构 ........................................................ 163
8.2.1 信息和数据图景的参考框架 .........................................................163
8.2.2 评估和改进数据图景 .....................................................................164
8.2.3 商业智能 BI 环境辅助 ...................................................................167
8.2.4 BOM 用于信息分类 .......................................................................167
8.2.5 与数据技术的链接 .........................................................................168
8.3 信息和数据投资与变更组合的业务用例 ............................................. 168
8.4 BIAN 用于系统级的信息和数据 .......................................................... 168
8.5 自我测试 ................................................................................................... 170
9 BIAN 用于互操作性.................................................................... 171
9.1 BIAN 作为组织应用服务组合的参考框架 .......................................... 172
9.1.1 服务域 / 服务操作参考框架 ..........................................................172
9.1.2 组织应用服务目录 .........................................................................173
9.2 BIAN 支持的应用服务图景管理 .......................................................... 175
9.2.1 指导应用服务的使用 .....................................................................176
9.2.2 评估和改进应用服务图景 .............................................................176
9.2.3 变更和迁移应用服务图景 .............................................................178
9.3 BIAN 用于面向未来的 API ................................................................... 180
9.3.1 划定服务中心和服务 .....................................................................181
9.3.2 精化 API 规范 ................................................................................183
9.4 证言 ............................................................................................................ 185
9.5 自我测试 ................................................................................................... 186
第三部分
10 BIAN 和 TOGAF...................................................................... 190
10.1 TOGAF 简介 .......................................................................................... 190
10.2 BIAN 和 ADM 阶段 .............................................................................. 196
10.2.1 预备阶段 .......................................................................................196
10.2.2 阶段 A:架构愿景 .......................................................................197
10.2.3 阶段 B:业务架构 .......................................................................197
10.2.4 阶段 C:信息系统架构 ...............................................................198
10.2.4 阶段 D:技术架构 .......................................................................198
10.2.5 阶段 E:机遇和解决方案 ...........................................................198
10.2.6 阶段 F:迁移规划 ........................................................................199
10.2.7 阶段 G:实施治理 .......................................................................199
10.2.8 阶段 H:架构变更管理 ...............................................................199
10.2.9 需求管理 .......................................................................................199
10.3 自我测试 ................................................................................................. 199
11 与其他标准的协同..................................................................... 201
11.1 ISO 20022 ............................................................................................... 201
11.2 OMG 和 EDM 理事会 .......................................................................... 202
11.3 业务架构公会 ® ...................................................................................... 202
11.4 自我测试 ................................................................................................. 202
附录
附录 A:BIAN 采用之旅................................................................... 204
A.1 第 1 阶段:评估 BIAN .......................................................................... 204
A.2 第 2 阶段:构建试点案例 ..................................................................... 205
A.3 第 3 阶段:开展 BIAN 试点 ................................................................. 206
A.4 第 4 阶段:采用 BIAN .......................................................................... 207
A.5 第 5 阶段:发展架构实践 ..................................................................... 208
A.6 第 6 阶段:使用 BIAN 实现收益 ........................................................ 209
附录 B:术语和概念......................................................................... 210
B.1 架构层和各方面 ...................................................................................... 210
B.2 架构的变焦级别 .......................................................................................211
B.3 术语和缩写 .............................................................................................. 213
附录 C:自我测试问题答案.............................................................. 217
附录 D:文献和来源 ........................................................................ 222
索引 .................................................................................................. 224