Merrill Lynch is one
of the world's leading financial management and advisory companies,
with offices in 37 countries and total client assets of approximately
$1.4 trillion. As an investment bank, Merrill Lynch is a leading
global underwriter of debt and equity securities and strategic advisor
to corporations, governments, institutions and individuals worldwide.
MLIM
We provided design and implementation services
for the Merrill Lynch Investment Management (MLIM) group’s service
based architecture. This was an infrastructure based on MQSeries,
MQSIv2, and other middleware technologies. Developed guidelines for
MQSIv2 that included naming conventions for MQSIv2 objects (Message
Sets, Message Flows, Brokers, etc.), deployment, and change
management. Provided general architecture design support and review in
the use of MQSeries and MQSIv2.
PCT
We provided design and implementation services
for the Private Client Technology (PCT) group’s strategic middleware
architecture. This is an ongoing effort to establish an enterprise
application integration architecture that incorporates a number of
middleware strategies. The middleware strategies included, JMS,
Publish/Subscribe, Workflow, Message Brokers, Synchronous and
Asynchronous Messaging, Transformation, etc. Selected technologies
included IBM’s MQSeries, MQSeries Workflow, MQSeries Integrator
Version 2 (MQSIv2), Microsoft’s IIS, and JMS. In addition to the
middleware technologies, a methodology based on the Unified Method and
using UML, was developed to allow PCA to support application groups in
new development. Developed guidelines for the MQSeries infrastructure
that included naming conventions for MQSeries and MQSI, queue
manager/queue/channel topologies, best practices for usage, etc.
HSBC/Red Bull
We were the architects for the HSBC/Red Bull
Market Data Alert system. This was the first system to begin to
incorporate elements of the PCT strategic architecture. It was a
system that allowed HSBC customers to be notified for selected market
data criteria. The initial system supported email notifications for
user specified price limits and was deployed in London.
GES
We were the architects for the Group Employee
Services system (GES). This was a system that allowed customer
management of 401K accounts. The project required the integration of
an order capture system running on MVS, an order management system
running on NT clusters, and an order execution system running of
Tandem and Stratus. MQSeries was used to pass orders and confirmations
throughout the system. Detailed MQSeries configuration and management
recommendations were provided.
IAS
We were responsible for the design and
development of the Merrill Lynch Reformat and Distribution
Services. These services were an integral part of Merrill Lynch
service-based architecture. The Reformat Service converted a non-XML
input feed into an XML format and visa versa. To develop
requirements, interviews were conducted with several departments
including Global Custody Service (GCS), Security Pricing Service (SPS),
Product master Environment (PME) and Stock Record. The requirement
specification was used to successfully develop the Reformat Service
prototype for GCS trade allocations and DTC Block trade
Conformations. Level 8 Geneva and IBM MQSeries Integrator Middleware
was employed in the prototype. This prototype was used as the basis of
the Reformatting Service in order to implement Merrill Lynch automated
SPO Receive/Send DTC Credit and Advisory matching system. We also
provided guidance in reviewing the architecture and design of various
projects, including SPO.
