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Financial Team

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.


  • 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.


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)