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Difference between revisions of "Financial Team"

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'''Status''': Active
 
'''Status''': Active
  
−
'''Chairs''':  
+
'''Chairs''': Zulijun
  
−
=====Member=====
+
==Mission & What We Do==
−
1.Financial institution
+
* 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 ===
 
{| 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)
 +
|-
 +
| 3 || Agricultural Bank of China || Wudianyue (wudianyue<!-- >@. -->@<!-- >@. -->abchina<!-- >@. -->.<!-- >@. -->com)<br />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)<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)  
 
|-
 
|-
−
| 2 || Bank of China || Xuhong(xuhong@bankofchina.com)<br />Zhangle(zhangle_hq@mail.notes.bank-of-china.com)  
+
| 10 || China Life Ecommerce Company Limited || Wangyifei (wangyifei_clec<!-- >@. -->@<!-- >@. -->chinalife<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->com.cn<br />Wangyufan (wangyufan_clec<!-- >@. -->@<!-- >@. -->chinalife<!-- >@. -->.<!-- >@. -->com<!-- >@. -->.<!-- >@. -->com.cn)  
 
|-
 
|-
−
| 3 || Agricultural Bank of China || Wudianyue(wudianyue@abchina.com<br />Luoshuihua@abchina.com)  
+
| 11 || China Continent Property & Casualty Insurance Co., Ltd || GuWenjun (guwjzgs<!-- >@. -->@<!-- >@. -->ccic-net<!-- >@. -->.<!-- >@. -->com)  
 
|-
 
|-
−
| 4 || Bank of Shanghai || Mayongxiang(mayx@bosc.cn)  
+
| 12 || China Life Insurance Company ||Wangjun (wang.jun<!-- >@. -->@<!-- >@. -->e-chinalife<!-- >@. -->.<!-- >@. -->com )  
 
|-
 
|-
−
| 5 || Industrial Bank || Renqi(renqi@cibfintech.com)  
+
| 13 || China Merchants Bank ChongQing Branch ||JinXiao Shan (shanjinxiao<!-- >@. -->@<!-- >@. -->cmbchina<!-- >@. -->.<!-- >@. -->com )  
 
|}
 
|}
  
−
2.Foundation 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 || Sunyihong(yilh.leong.sun@intel.com)
+
| 2 || RedHat || Zhangjiaju(jjzhang<!-- >@. -->@<!-- >@. -->redhat.com)
 
|-
 
|-
−
| 3 || 99cloud || Likai(li.kai@99cloud.net)
+
| 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)
 +
|-
 +
| 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)
 
|}
 
|}
  
−
=====Mission & What We Do=====
+
==Organization Structure==
−
• Coordinate users, service providers and developers to find and fill the gap for OpenStack adoptions in financial industry.
+
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 />
 +
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.
 +
<br /><br />
 +
The Financial Team consists of several sub Working Group in specific domains. Currently the planned working groups includes:
 +
# Requirement definition subWG, which identify gaps when using OpenStack to build financial clouds
 +
# Case collection subWG, which collect financial cloud user stories and promote successful case sharing
 +
# Financial cloud Network Reference Architecture  subWG, which focus on SDN-based financial cloud network solutions
 +
 
 +
==News of Financial Team==
 +
[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:
 +
        <company name><br />
 +
        Address:
 +
        <address> <post code> <city> <country><br />
 +
        Organization representative:
 +
        <name> <position> <department> <email><br />
 +
        Organization website:
 +
        <website url><br />
 +
        Organization Introduction:
 +
        <brief description of organization><br />
 +
        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><br />
 +
        Areas of concern:
 +
        <for example>
 +
        <1. Financial network>
 +
        <2. Advanced storage technology>
 +
        <3. Container integration>
 +
        <4. Edge computing><br />
 +
        Would you like to participate in existing sub WG or create a new sub WG?
 +
        <name of sub WG>
  
−
=====Scope=====
+
==Meeting and Communication Information==
−
* Organize technical research teams to define the user cases in the financial industry, and promote the definition of technical reference architecture (RA) in key areas, such as financial cloud management models, financial cloud network architecture, financial cloud security architecture and etc.
+
=== Team Meeting ===
−
* Define the blueprint for financial cloud platform capabilities, identify the functional gaps, submit the requirement to the opensource community for development and track the development progress;
+
Date/Time: Monday, 0600 UTC (1400PM China Beijing time)  
−
* Promote the deliverables of the Financial Working Group, promote sharing of successful cases implementation, collect best practices in the industry, and share the experiences of implementation practice.
+
IRC channel: We are currently meeting using WeChat conference call.  
 +
Meeting Notes Archives: https://etherpad.openstack.org/p/Financial_Team_Minutes
  
−
=====Recent plan=====
+
=== 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 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
−
        # Identify 20+ gaps when using OpenStack to build financial clouds
+
# Identify 20+ gaps when using OpenStack to build financial clouds
−
        # Abstract  2 financial cloud user stories and promote successful case sharing
+
# Abstract  2 financial cloud user stories and promote successful case sharing
−
        # Research on financial cloud network reference architectures (RAs)
+
# Research on financial cloud network reference architectures (RAs)
 +
 
 +
==2018 Working Plan==
 +
{| class="wikitable"
 +
|-
 +
!  !! 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==
  
−
=====Organization Structure=====
+
=== OpenStack Technical Papers and Documents ===
−
The Financial Working Group 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.
+
* [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]
−
According to the recommendations from the foundation, the Working Group will put a chairperson role as the overall coordinator and leader of the Financial Working Group. He/she will be responsible for program charter change approval, calling for committee meeting and key decision announcement.
+
* [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]
−
The Financial Working Group consists of several sub teams in specific domain.
 
−
现在我们已经有以下几个子工作组：
 
−
1.OpenStack金融应用差距分析工作组（组长：马永祥）
 
−
2.行业案例收集工作组（组长：祖立军）
 
−
3.金融云网络参考架构研究组（组长：待定）
 
  
−
=====How to join us=====
+
=== Other References 其他参考资料 ===
−
If you want to join Financial work team, please send email to zulijun@unionpay.com(后续我们会向基金会申请专用邮箱)
+
* 开源软件成熟度评测报告 | Open Source Software Maturity Analysis
−
请同时提交以下附件申请表格，以描述您所在的单位使用OpenStack的情况、金融行业的相关性以及相应的接口人信息等。
+
** [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
  
−
=====Communication Methods=====
+
'''''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)'''''
−
Two communication methods are expected to be supported: IRC and mailing list, which were also used in the Telecommunication Working Group.
 
−
* Mail List
 
−
Sign-up for the User Committee mailing listː http://lists.openstack.org/cgi-bin/mailman/listinfo/user-committee
 
−
<br />
 
−
Send all email prefix with tag [Financial] in the subject.
 
−
* IRC channel
 
−
<br />
 
−
TBD
 

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)

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