Jump to: navigation, search

Difference between revisions of "Financial Team"

(How to join us)
(1. Financial Institutions)
 
(44 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
'''Status''': Active
 
'''Status''': Active
  
'''Chairs''': TBD after the kick-off meeting at Sydney Summit.
+
'''Chairs''': Zulijun
  
=====Mission & What We Do=====
+
==Mission & What We Do==
 
* Coordinate with users, service providers and developers to identify and fill the gaps for OpenStack adoptions in financial industry.
 
* Coordinate with users, service providers and developers to identify and fill the gaps for OpenStack adoptions in financial industry.
  
=====Scope=====
+
==Scope==
 
* Organize technical research teams to define the use cases for financial industry.
 
* Organize technical research teams to define the use cases for financial industry.
 
* Promote technical reference architecture (RA), e.g. financial cloud management models, financial cloud network architecture, financial cloud security architecture, etc
 
* Promote technical reference architecture (RA), e.g. financial cloud management models, financial cloud network architecture, financial cloud security architecture, etc
Line 12: Line 12:
 
* Share success story for use cases, experiences of implementation practice, and best practices in the finance industry.
 
* Share success story for use cases, experiences of implementation practice, and best practices in the finance industry.
  
=====Members=====
+
==Members==
1. Financial institutions
+
=== 1. Financial Institutions ===
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
 
! SN !! Institution !! Contacts
 
! SN !! Institution !! Contacts
 
|-
 
|-
| 1 || National Engineering Laboratory for electronic commerce and electronic payment<br />(China Unionpay) ||Zulijun (zulijun@unionpay.com)  
+
| 1 || National Engineering Laboratory for electronic commerce and electronic payment<br />(China UnionPay) ||Zulijun (zulijun<!-- >@. -->@<!-- >@. -->unionpay<!-- >@. -->.<!-- >@. -->com) <br />Wangtao (openstack<!-- >@. -->@<!-- >@. -->foxmail<!-- >@. -->.<!-- >@. -->com)
 
|-
 
|-
| 2 || Bank of China || Xuhong(xuhong@bankofchina.com)<br />Zhangle (zhangle_hq@mail.notes.bank-of-china.com)  
+
| 2 || Bank of China || Xuhong (xuhong<!-- >@. -->@<!-- >@. -->bankofchina<!-- >@. -->.<!-- >@. -->com)<br />Zhangle (zhangle_hq<!-- >@. -->@<!-- >@. -->mail<!-- >@. -->.<!-- >@. -->notes<!-- >@. -->.<!-- >@. -->bank-of-china<!-- >@. -->.<!-- >@. -->com)  
 
|-
 
|-
| 3 || Agricultural Bank of China || Wudianyue (wudianyue@abchina.com<br />Luoshuihua@abchina.com)  
+
| 3 || Agricultural Bank of China || Wudianyue (wudianyue<!-- >@. -->@<!-- >@. -->abchina<!-- >@. -->.<!-- >@. -->com)<br />Luoshuihua (luoshuihua<!-- >@. -->@<!-- >@. -->abchina<!-- >@. -->.<!-- >@. -->com)  
 
|-
 
|-
| 4 ||  Bank of Shanghai || Mayongxiang(mayx@bosc.cn)  
+
| 4 ||  Bank of Shanghai || Mayongxiang (mayx<!-- >@. -->@<!-- >@. -->bosc<!-- >@. -->.<!-- >@. -->cn)  
 
|-
 
|-
| 5 ||  Industrial Bank || Renqi(renqi@cibfintech.com)  
+
| 5 ||  Industrial Bank || Renqi (renqi<!-- >@. -->@<!-- >@. -->cibfintech<!-- >@. -->.<!-- >@. -->com)
 +
|-
 +
| 6 ||  Bank Of Communications || Wangtao (wangt_63<!-- >@. -->@<!-- >@. -->bankcomm<!-- >@. -->.<!-- >@. -->com)<br />Shiqinghua (shiqh<!-- >@. -->@<!-- >@. -->bankcomm<!-- >@. -->.<!-- >@. -->com)
 +
|-
 +
| 7 ||  Industrial and Commercial Bank of China || Wangjun (wangj02<!-- >@. -->@<!-- >@. -->sdc<!-- >@. -->.<!-- >@. -->icbc<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->cn)
 +
|-
 +
| 8 ||  China Construction Bank || Gaoyajun (gaoyajun.zh<!-- >@. -->@<!-- >@. -->ccb<!-- >@. -->.<!-- >@. -->com)
 +
|-
 +
| 9 || HengFeng Bank || Panwenjie (panwenjie<!-- >@. -->@<!-- >@. -->hfbank<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->cn)
 +
|-
 +
| 10 || China Life Ecommerce Company Limited || Wangyifei (wangyifei_clec<!-- >@. -->@<!-- >@. -->chinalife<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->com.cn<br />Wangyufan (wangyufan_clec<!-- >@. -->@<!-- >@. -->chinalife<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->com.cn)
 +
|-
 +
| 11 || China Continent Property & Casualty Insurance Co., Ltd || GuWenjun (guwjzgs<!-- >@. -->@<!-- >@. -->ccic-net<!-- >@. -->.<!-- >@. -->com)
 +
|-
 +
| 12 || China Life Insurance Company ||Wangjun (wang.jun<!-- >@. -->@<!-- >@. -->e-chinalife<!-- >@. -->.<!-- >@. -->com )
 +
|-
 +
| 13 || China Merchants Bank ChongQing Branch ||JinXiao Shan (shanjinxiao<!-- >@. -->@<!-- >@. -->cmbchina<!-- >@. -->.<!-- >@. -->com )  
 
|}
 
|}
  
2. Community members
+
=== 2. Community Members ===
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
 
! SN !! Enterprise !! Contacts
 
! SN !! Enterprise !! Contacts
 
|-
 
|-
| 1 || SUSE || Zhuchen (chen.zhu@suse.com)
+
| 1 || SUSE || Zhuchen (chen.zhu<!-- >@. -->@<!-- >@. -->suse.com)<br />Xuliang (Liang.xu<!-- >@. -->@<!-- >@. -->suse.com)
 
|-
 
|-
| 2 || Intel || Yih Leong Sun (yilh.leong.sun@intel.com)<br /> Shane Wang (shane.wang@intel.com)<br />Hu Wei (wei.w.hu@intel.com)
+
| 2 || RedHat || Zhangjiaju(jjzhang<!-- >@. -->@<!-- >@. -->redhat.com)
 
|-
 
|-
| 3 || China Mobile || Liujunwei (liujunwei@cmss.chinamobile.com)
+
| 3 || Intel || Yih Leong Sun (yih.leong.sun<!-- >@. -->@<!-- >@. -->intel.com)<br />  Shane Wang (shane.wang<!-- >@. -->@<!-- >@. -->intel.com)<br />Hu Wei (wei.w.hu<!-- >@. -->@<!-- >@. -->intel.com)<br />JF Ding (jian-feng.ding<!-- >@. -->@<!-- >@. -->intel.com)<br />Dongfang Wang (dongfang.wang<!-- >@. -->@<!-- >@. -->intel.com)<br />Li Horace (horace.li<!-- >@. -->@<!-- >@. -->intel.com)
 
|-
 
|-
| 4 || 99cloud || Likai (li.kai@99cloud.net)
+
| 4 || 99Cloud || Likai (li.kai<!-- >@. -->@<!-- >@. -->99cloud.net)
 +
|-
 +
| 5 || China Mobile || Liujunwei (liujunwei<!-- >@. -->@<!-- >@. -->cmss.chinamobile.com)
 +
|-
 +
| 6 || Huawei || Shihao (Jason.shi<!-- >@. -->@<!-- >@. -->huawei.com)
 
|}
 
|}
  
3. Research institutions
+
=== 3. Research Institutions ===
 
{| class="wikitable"
 
{| class="wikitable"
 
|-
 
|-
 
! SN !! Research unit !! Contacts
 
! SN !! Research unit !! Contacts
 
|-
 
|-
| 1 || Fudan University || Yejiawei (jwye@fudan.edu.cn)
+
| 1 || Fudan University || Yejiawei (jwye<!-- >@. -->@<!-- >@. -->fudan<!-- >@. -->.<!-- >@. -->edu<!-- >@. -->.<!-- >@. -->cn)
 +
|-
 +
| 2 || CAICT || Chenyili (chenyili<!-- >@. -->@<!-- >@. -->caict<!-- >@. -->.<!-- >@. -->ac<!-- >@. -->.<!-- >@. -->cn) <br />Yandan (yandan<!-- >@. -->@<!-- >@. -->caict<!-- >@. -->.<!-- >@. -->ac<!-- >@. -->.<!-- >@. -->cn)
 
|}
 
|}
  
=====Organization Structure=====
+
==Organization Structure==
 
The Financial Team is open to all members from financial institutions such as banks, securities agencies and insurance companies over the world, including the financial IT service providers and financial scientific research institutes.
 
The Financial Team is open to all members from financial institutions such as banks, securities agencies and insurance companies over the world, including the financial IT service providers and financial scientific research institutes.
 
<br /><br />
 
<br /><br />
Line 61: Line 83:
 
# Financial cloud Network Reference Architecture  subWG, which focus on SDN-based financial cloud network solutions
 
# Financial cloud Network Reference Architecture  subWG, which focus on SDN-based financial cloud network solutions
  
=====How to join us=====
+
==News of Financial Team==
If you want to join Financial Team, please send an email to zulijun@unionpay.com with the following details describing your organization's OpenStack applications, financial industry relevance, contact information, etc
+
[https://superuser.openstack.org/articles/get-involved-openstack-community-financial-services-team/ Get involved with the OpenStack Community Financial Services Team]<br />
 +
[http://www.businesswire.com/news/home/20171105005104/en/OpenStack-Summit-Sydney-Spotlights-Open-Infrastructure-Integration OpenStack Summit Sydney Spotlights Open Infrastructure Integration - China UnionPay Launches OpenStack Community Financial Services Team]<br />
 +
 
 +
==How to join us==
 +
If you want to join Financial Team, please send an email to zulijun<!-- >@. -->@<!-- >@. -->unionpay<!-- >@. -->.<!-- >@. -->com(carbon copy to openstack<!-- >@. -->@<!-- >@. -->foxmail<!-- >@. -->.<!-- >@. -->com) with the following details describing your organization's OpenStack applications, financial industry relevance, contact information, etc.
  
 
         Organization/Institution Name:  
 
         Organization/Institution Name:  
Line 75: Line 101:
 
         <brief description of organization><br />
 
         <brief description of organization><br />
 
         OpenStack Applications:  
 
         OpenStack Applications:  
         <brief description of your OpenStack applications> <e.g. OpenStack project/modules involved; platform scale; supported applications>
+
         <brief description of your OpenStack applications>
 +
        <e.g. OpenStack project/modules involved; platform scale; supported applications>
 
         <if you are a technical service provider, please introduce the financial customer use case><br />
 
         <if you are a technical service provider, please introduce the financial customer use case><br />
 
         Areas of concern:
 
         Areas of concern:
Line 86: Line 113:
 
         <name of sub WG>
 
         <name of sub WG>
  
=====Recent plan=====
+
==Meeting and Communication Information==
 +
=== Team Meeting ===
 +
Date/Time: Monday, 0600 UTC (1400PM China Beijing time)
 +
IRC channel: We are currently meeting using WeChat conference call.
 +
Meeting Notes Archives: https://etherpad.openstack.org/p/Financial_Team_Minutes
 +
 
 +
=== Mail List ===
 +
[http://lists.openstack.org/cgi-bin/mailman/listinfo/user-committee Subscribe to the User Committee Mailing List]
 +
Please add [Financial] tag in the subject line when sending messages to the User Committee Mailing List
 +
 
 +
==Priorities for Current Cycle==
 
* Recruiting members, welcome to join!!!
 
* Recruiting members, welcome to join!!!
** We are planning for a kick-off meeting at OpenStack Sydney Summit 2017, stay tuned!
+
** We are planning for China Bimodal Operation User Conference on January 1, 2017 in Beijing, [https://www.bagevent.com/event/1075057 more information].
 +
** We are planning for a meeting at OpenStack Vancouver Summit 2018, stay tuned!
 +
** We held a kick-off meeting at OpenStack Sydney Summit 2017.
  
 
* Organize Sub WG to launch joint technical research
 
* Organize Sub WG to launch joint technical research
Line 95: Line 134:
 
# Research on financial cloud network reference architectures (RAs)
 
# Research on financial cloud network reference architectures (RAs)
  
=====Communication Methods=====
+
==2018 Working Plan==
* Mail List
+
{| class="wikitable"
Sign-up for the User Committee mailing listː http://lists.openstack.org/cgi-bin/mailman/listinfo/user-committee
+
|-
<br />
+
!  !! Q1 !! Q2 !! Q3 !! Q4
Send all email prefix with tag [Financial] in the subject.
+
|-
 +
| '''Community Events''' || Organize conference with PRC Ministry of Industry || Cross-organization collaboration || Cross-organization collaboration || Annual Meeting & 2019 Planning
 +
|-
 +
| '''Upstream Contribution''' || Neutron Gap Analysis || Publish Neutron Report, Reference Architecture || Ironic Gap Analysis || Update Neutron & Ironic Report, Reference Architecture
 +
|-
 +
| '''Cross-community''' || Collaboration with CNCF ||  || OpenStack Forum ||
 +
|}
 +
 
 +
 
 +
==Deliverables and Results==
  
* IRC channel
+
=== OpenStack Technical Papers and Documents ===
TBD
+
* [https://github.com/openstack/workload-ref-archs/raw/master/doc/source/financial/unionpay-shanghaibank-sdn-financial-cloud.docx 中国银联与上海银行 - SDN下一代金融云网络联合研究与应用实践]
 +
* [https://github.com/openstack/workload-ref-archs/raw/master/doc/source/financial/unionpay-financial-cloud-five-high-production-requirement-using-openstack.pdf UnionPay's Financial Cloud Achieves "Five High" Production Requirements Using OpenStack]
  
=====Important minutes of meetings=====
+
=== Other References 其他参考资料 ===
We will open our discussion of the work!!!
+
* 开源软件成熟度评测报告 | Open Source Software Maturity Analysis
 +
** [https://github.com/openstack/workload-ref-archs/raw/master/doc/source/financial/open-source-maturity-analysis-json.docx JSON 组件] | JSON
 +
** [https://github.com/openstack/workload-ref-archs/raw/master/doc/source/financial/open-source-maturity-analysis-messageq.docx 分布式消息中间件] | Message Queue
 +
** [https://github.com/openstack/workload-ref-archs/raw/master/doc/source/financial/maturity-analysis-blockchain.pdf  区块链成熟度评测报告] | Blockchain Analysis
  
=====Deliverables and Results=====
+
'''''We need volunteers to help translating the documents from Chinese to English. If you are interested, please contact us! (zulijun@unionpay.com, wei.w.hu@intel.com)'''''
Research results will be shared!!!
 

Latest revision as of 05:05, 22 August 2018

Status: Active

Chairs: Zulijun

Mission & What We Do

  • Coordinate with users, service providers and developers to identify and fill the gaps for OpenStack adoptions in financial industry.

Scope

  • Organize technical research teams to define the use cases for financial industry.
  • Promote technical reference architecture (RA), e.g. financial cloud management models, financial cloud network architecture, financial cloud security architecture, etc
  • Develop blueprint for financial cloud platform capabilities, identify the functional gaps, submit the requirement to the Open Source community for development and track the development progress
  • Share success story for use cases, experiences of implementation practice, and best practices in the finance industry.

Members

1. Financial Institutions

SN Institution Contacts
1 National Engineering Laboratory for electronic commerce and electronic payment
(China UnionPay)
Zulijun (zulijun@unionpay.com)
Wangtao (openstack@foxmail.com)
2 Bank of China Xuhong (xuhong@bankofchina.com)
Zhangle (zhangle_hq@mail.notes.bank-of-china.com)
3 Agricultural Bank of China Wudianyue (wudianyue@abchina.com)
Luoshuihua (luoshuihua@abchina.com)
4 Bank of Shanghai Mayongxiang (mayx@bosc.cn)
5 Industrial Bank Renqi (renqi@cibfintech.com)
6 Bank Of Communications Wangtao (wangt_63@bankcomm.com)
Shiqinghua (shiqh@bankcomm.com)
7 Industrial and Commercial Bank of China Wangjun (wangj02@sdc.icbc.com.cn)
8 China Construction Bank Gaoyajun (gaoyajun.zh@ccb.com)
9 HengFeng Bank Panwenjie (panwenjie@hfbank.com.cn)
10 China Life Ecommerce Company Limited Wangyifei (wangyifei_clec@chinalife.com.com.cn
Wangyufan (wangyufan_clec@chinalife.com.com.cn)
11 China Continent Property & Casualty Insurance Co., Ltd GuWenjun (guwjzgs@ccic-net.com)
12 China Life Insurance Company Wangjun (wang.jun@e-chinalife.com )
13 China Merchants Bank ChongQing Branch JinXiao Shan (shanjinxiao@cmbchina.com )

2. Community Members

SN Enterprise Contacts
1 SUSE Zhuchen (chen.zhu@suse.com)
Xuliang (Liang.xu@suse.com)
2 RedHat Zhangjiaju(jjzhang@redhat.com)
3 Intel Yih Leong Sun (yih.leong.sun@intel.com)
Shane Wang (shane.wang@intel.com)
Hu Wei (wei.w.hu@intel.com)
JF Ding (jian-feng.ding@intel.com)
Dongfang Wang (dongfang.wang@intel.com)
Li Horace (horace.li@intel.com)
4 99Cloud Likai (li.kai@99cloud.net)
5 China Mobile Liujunwei (liujunwei@cmss.chinamobile.com)
6 Huawei Shihao (Jason.shi@huawei.com)

3. Research Institutions

SN Research unit Contacts
1 Fudan University Yejiawei (jwye@fudan.edu.cn)
2 CAICT Chenyili (chenyili@caict.ac.cn)
Yandan (yandan@caict.ac.cn)

Organization Structure

The Financial Team is open to all members from financial institutions such as banks, securities agencies and insurance companies over the world, including the financial IT service providers and financial scientific research institutes.

Based on the recommendations from the foundation, a chairperson will be assigned as the overall coordinator and leader of the Financial Team. He/she will be responsible for the program charter, calling for committee meeting and making key decision announcement.

The Financial Team consists of several sub Working Group in specific domains. Currently the planned working groups includes:

  1. Requirement definition subWG, which identify gaps when using OpenStack to build financial clouds
  2. Case collection subWG, which collect financial cloud user stories and promote successful case sharing
  3. Financial cloud Network Reference Architecture subWG, which focus on SDN-based financial cloud network solutions

News of Financial Team

Get involved with the OpenStack Community Financial Services Team
OpenStack Summit Sydney Spotlights Open Infrastructure Integration - China UnionPay Launches OpenStack Community Financial Services Team

How to join us

If you want to join Financial Team, please send an email to zulijun@unionpay.com(carbon copy to openstack@foxmail.com) with the following details describing your organization's OpenStack applications, financial industry relevance, contact information, etc.

       Organization/Institution Name: 
       <company name>
Address: <address> <post code> <city> <country>
Organization representative: <name> <position> <department> <email>
Organization website: <website url>
Organization Introduction: <brief description of organization>
OpenStack Applications: <brief description of your OpenStack applications> <e.g. OpenStack project/modules involved; platform scale; supported applications> <if you are a technical service provider, please introduce the financial customer use case>
Areas of concern: <for example> <1. Financial network> <2. Advanced storage technology> <3. Container integration> <4. Edge computing>
Would you like to participate in existing sub WG or create a new sub WG? <name of sub WG>

Meeting and Communication Information

Team Meeting

Date/Time: Monday, 0600 UTC (1400PM China Beijing time) 
IRC channel: We are currently meeting using WeChat conference call. 
Meeting Notes Archives: https://etherpad.openstack.org/p/Financial_Team_Minutes

Mail List

Subscribe to the User Committee Mailing List
Please add [Financial] tag in the subject line when sending messages to the User Committee Mailing List

Priorities for Current Cycle

  • Recruiting members, welcome to join!!!
    • We are planning for China Bimodal Operation User Conference on January 1, 2017 in Beijing, more information.
    • We are planning for a meeting at OpenStack Vancouver Summit 2018, stay tuned!
    • We held a kick-off meeting at OpenStack Sydney Summit 2017.
  • Organize Sub WG to launch joint technical research
  1. Identify 20+ gaps when using OpenStack to build financial clouds
  2. Abstract 2 financial cloud user stories and promote successful case sharing
  3. Research on financial cloud network reference architectures (RAs)

2018 Working Plan

Q1 Q2 Q3 Q4
Community Events Organize conference with PRC Ministry of Industry Cross-organization collaboration Cross-organization collaboration Annual Meeting & 2019 Planning
Upstream Contribution Neutron Gap Analysis Publish Neutron Report, Reference Architecture Ironic Gap Analysis Update Neutron & Ironic Report, Reference Architecture
Cross-community Collaboration with CNCF OpenStack Forum


Deliverables and Results

OpenStack Technical Papers and Documents

Other References 其他参考资料

We need volunteers to help translating the documents from Chinese to English. If you are interested, please contact us! (zulijun@unionpay.com, wei.w.hu@intel.com)