IBM Financial Transaction Manager for z/OS, V3.0 product suite adds support for IBM Financial Transaction Manager SWIFT Business Services and other enhancements
IBM United States Software Announcement 214-508December 9, 2014
ENUS214-508.PDF
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| At a glance |
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IBM® Financial Transaction Manager for z/OS®, V3.0:
- Adds enhanced SWIFT message processing capabilities.
- Adds updated services for managing and processing corporate payments.
- Update SEPA Rulebook and documentation.
- Upgrades middleware and performance to help enable financial transaction infrastructure modernization and support real-time payment processing.
For ordering, contact your IBM representative, an IBM Business Partner, or IBM Americas Call Centers at 800-IBM-CALL (Reference: YE001).
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| Overview |
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The IBM Financial Transaction Manager product suite delivers payments convergence within a single reliable, high-performance platform that is designed for real-time payments. This converged solution across channels and payment networks can help enable predictive insights, improve customer reporting, and reduce risk. Prebuilt message translations and payment specific capabilities can help reduce implementation time and cost, speed on-boarding, and shorten time-to-market with new and enhanced services.
IBM Financial Transaction Manager for z/OS, V3.0 provides a set of core capabilities that enhance transaction process capability through an integrated multiple payment processing platform.
IBM Financial Transaction Manager for Corporate Payment Services for z/OS, IBM Financial Transaction Manager for SEPA Services for z/OS, IBM Financial Transaction Manager for SWIFT Business Services for z/OS, and IBM Financial Transaction Manager for UK Payments Integration for z/OS add prebuilt capabilities to enable processing of multiple message types through a single integrated platform.
IBM Financial Transaction Manager for z/OS, V3.0 product suite adds support to help process and route SWIFT messages through the modern, automated Financial Transaction Manager platform.
IBM Financial Transaction Manager for SWIFT Business Services for z/OS
- Provides a modern, multiple payment platform for migration from MERVA and convergence with other legacy SWIFT solutions.
- Enables the ability to consolidate SWIFT business services into a common set of capabilities to help organizations eliminate existing silos.
- Establishes a base for the creation of high value offerings that build on SWIFT infrastructure.
Additional IBM Financial Transaction Manager for z/OS V3.0 enhancements
- Helps improve risk management and assists with customers' compliance obligations through improved visibility to payment transactions across multiple payment channels.
- Adds updated services for managing and processing corporate payments.
- Updates SEPA Rulebook currency and documentation.
- Upgrades middleware currency and performance to help enable financial transaction infrastructure modernization and support real-time payment processing.
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| Key prerequisites |
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Refer to the Hardware requirements and Software requirements sections.
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| Planned availability date |
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- December 12, 2014: IBM Financial Transaction Manager for z/OS, V3.0
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| Description |
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IBM Financial Transaction Manager for z/OS, V3.0 includes the following core components:
- A conceptual data model that supports the persistence of financial transactions (for example, payments or securities) objects (files, batches, transactions, acknowledgements), partner profile data, service, and channel definitions. It holds a rich repository of payment data stored in the ISO20022 based internal standard format (ISF), which provides rich views of the payments processing from the Financial Transaction Manager user interface and for interrogation using Transaction Processing Facility's management information system or other reporting products. This data model is delivered as a set of entity relationship diagrams, data dictionary documents, and data definition language (DDL) for IBM DB2® and IBM DB2 for z/OS.
- A standardized message model based on ISO 20022. This enables the reduction of the number of point-to-point interactions and enables a more agile approach to introducing new services, and promotes reuse of processes. It is delivered as XML schemas for use with IBM Integration Bus.
- An engine to manage transaction processing lifecycle in the form of a state machine for process flow execution. It is event driven architecture and is driven by data derived from IBM Rational® Software Architect. It is delivered as IBM Integration Bus projects and also uses an Eclipse plug-in for Rational Software Architect to extract data to drive the state machine.
- A prebuilt set of dashboards to provide a business activity monitor view of the processing that uses the events generated by Financial Transaction Manager.
- A prebuilt set of message translations in and out of the ISF to accelerate integration with different message types, for example, with SWIFT messages.
- A configuration and administrative user interface to provide a view of the data model. It also supports appropriately authorized operations personnel interacting with the processing steps of a transaction (for example, resubmit a transaction).
- Documentation for the development methodology, user interface, installation and setup, message model, data model, and sample application.
- A sample application to demonstrate capability of the environment. It contains a sample process to demonstrate the processing of individual payments (SWIFT MT 103) and batch payments (pain.001 and pain.002) in the Financial Transaction Manager environment. It shows how to go from functional requirements to high level design to implementation of these processes in IBM Financial Transaction Manager.
- A mapper pack containing prebuilt maps into and from Financial Transaction Manager internal standard format (ISF). The coverage includes SWIFT MT messages MT 103, MT192, MT 199, MT 292, MT 299, MT200, MT202 (including COV payments), MT203, MT210, MT204, MT900, MT910, MT920, MT940, MT942, MT950, MTn98, and MTn99.
- Reference integration use case to demonstrate the use of IBM Operational Decision Manager (business rules engine) with Financial Transaction Manager.
New in Financial Transaction Manager for z/OS, V3.0:
- Enhanced IBM Operational Decision Manager routing rules and patterns
- Enhanced UI support for multiple applications within a single UI
- Updated middleware currency for IBM Integration Bus, IBM WebSphere® MQ, IBM DB2 Enterprise Server Edition, IBM WebSphere Application Server, IBM WebSphere Transformation Extender, IBM Cognos® Business Intelligence, IBM Integration Designer, and IBM Rational Software Architect
- Enhanced IBM Cognos framework model and additional sample reports
- Enhanced multiple time zone support
- Enhanced event processing traffic prioritization
- Enhanced purge support
IBM Financial Transaction Manager is designed to offer the following benefits:
- Includes real-time dashboards with necessary payment insights and proactive actions
- Accelerates on-boarding new corporate customers
- Provides the platform for processing large volumes of global disbursements
- Offers flexibility and control over volume of payment requests
- Expands support for new payment schemes and types
- Effectively manages cost associated with the modernization and adoption of updated payment schemes and types as they are introduced, such as SEPA Direct Debit and SEPA Credit Transfer
IBM Financial Transaction Manager for SWIFT Business Services for z/OS
Financial Transaction Manager for SWIFT Business Services for z/OS provides prebuilt support for SWIFT message management. It enables financial institutions to leverage the capabilities of Financial Transaction Manager, including utilizing the robust and scalable platform to handle SWIFT messages. It also introduces a rich new set of payment services and capabilities, including SWIFT message entry, repair, and validation to help improve transaction visibility and risk management.
New in Financial Transaction Manager for SWIFT Business Services for z/OS
- Manual Message Entry and Repair:
- Supports all SWIFT standards and messages (FIN categories, MX message types, system messages)
- Covers all (create, edit, authorize, verify, four-eyes principle)
- Provides template support easing manual message creation tasks
- Full integration of SWIFT reference data (BIC directory, currency and country codes)
- Message validation
- Supports all SWIFT standards and messages (FIN categories, MX message types, system messages)
- Provides full semantic and syntactic validation for all FIN and selected MX message types
- Available within Financial Transaction Manager but also for exploitation by back office applications
- Import of SWIFT relationship management information
- Allows collaboration with third-party Relationship Management applications
- FIN message bulk import and export
- Supports legacy FIN Wire Format Bulk files (SWIFT RJE (remote job entry) as well as MERVA formats)
- Supports both inbound and outbound messages
Key benefits:
- Provides an IBM built primary solution to begin SWIFT solution migration off of MERVA instances
- Enables progressive renovation, enabling replacement of old, siloed applications by unified and flexible services for all kinds of SWIFT messages
- Supports organizations' line-of-business as well as operations teams with both real-time and workflow oriented SWIFT message related services
- Is SWIFT gateway agnostic, so replacement of legacy gateways can be staged
- Supports convergence with multiple payment types through integration with Financial Transaction Manager workflows, monitoring, and other capabilities
- Enables enhanced real-time insights by adding SWIFT message handling to the Financial Transaction Manager transaction transparency model
IBM Financial Transaction Manager for Corporate Payment Services for z/OS
Financial Transaction Manager for Corporate Payment Services for z/OS provides prebuilt support for processing corporate payment transactions. It leverages the capabilities of Financial Transaction Manager for z/OS, including utilizing the robust and scalable platform to handle large volumes of corporate payment transactions. It also introduces a rich new set of payment services and capabilities ranging from customer on-boarding to transaction receipt, transaction management, transaction distribution, with overall financial governance, and an operational user interface.
New in Financial Transaction Manager for Corporate Payment Services for z/OS
- Enhanced horizontal scaling
- Improved calendaring
- Improved business monitoring
- Improved accounting capabilities
Financial Transaction Manager for Corporate Payment Services for z/OS core components:
- Transaction services, providing configuration and management services for clients, products, add-on services, and a library of capabilities, including business day management, a services framework, robust APIs, and an operational user interface
- Gateway services, providing entitlement, duplicate checking, transmission attribute, and expected delivery validation
- Distribution services, providing financial transmission batching, scheduling, remapping, and transmission delivery
- Settlement account services, providing overall financial totaling and governance
- Documentation for the corporate payments implementation
- Email notifications
- Aliases
- Administration capabilities for partner on-boarding and maintenance
- Process management for operational control and system monitoring
- Control total matching and authorization
- Risk services, customer billing for products and services, and generation of accounting entries
- Exception management of files, batches, and transactions
- Warehousing of future dated work
- Reporting and extracts for financial institutions and their customer
Key benefits:
- Provides robust client and entitlement configuration
- Provides product and add-on service configuration
- Enables business day context and boundary for transactions for financial governance and balancing
- Increases visibility and management of payment processing through an extensive operational user interface
- Provides access to system information through a robust API
- Is able to develop, register, schedule, and manage short running tasks such as reports and extracts through a services framework
- Provides tracking services to monitor expected events such as inbound and outbound deliveries with alerting for missed deadlines
- Enables transmission and transaction validation, including duplicate checking, authorized delivery, attribute validation, and entitlement validation
- Includes online receipt, distribution, and extract service performance monitoring
- Has robust logging and alerts
- Enables client acknowledgments with detailed validation results
- Provides client transmission delivery scheduling based on multiple cutoffs and deadlines throughout the business day
- Enables threshold-based transmission delivery based on transmission value, size, or number of payments
- Provides ability to manually release transmissions and alternate destination remapping
- Provides ability to configure replica destinations for outbound transmissions as well as null file transmission delivery for specific clients
- Provides end-of-business day processing, including database purge of historical records
- Provides summary totals for inbound accepted transmissions and outbound transmissions
- Includes totals for inbound transmissions by individual partners and for outbound transit and on USA payments by destination
- Includes pending totals for work that is expected to be sent
IBM Financial Transaction Manager for SEPA Services for z/OS
Financial Transaction Manager for SEPA Services for z/OS provides prebuilt support for processing SEPA transactions. The SEPA feature helps enable financial institutions to comply with SEPA rules and offers SEPA Credit Transfer (SCT) and SEPA Direct Debit (SDD) capabilities to their clients. It enables financial institutions to leverage the capabilities of Financial Transaction Manager, including utilizing this robust and scalable platform to handle large volumes of SEPA transactions, allowing for full traceability and control of SEPA transactions.
New in Financial Transaction Manager for SEPA Services for z/OS
- Enhanced client-to-bank message flows, including SEPA Credit Transfer (SCT) and SEPA Direct Debit (SDD) support
- Enhanced message validation and acknowledgement
- Enhanced Euro Banking Association (EBA) simulation support
- Enhanced simulation of SEPA message customer receipt and validation
- Enhanced flexibility for customers SCT message formatting and bulking
- Support for EBA Step2 November 2014 specifications
Financial Transaction Manager for SEPA Services for z/OS core components:
- Predefined message transformation from SEPA ISO 20022 formats in to and out of the Financial Transaction Manager internal standard format.
- A reference implementation model demonstrating interactions with the EBA STEP2 clearing and settlement mechanism. This includes bulking and sending payment files on their value date, receipt of verification files, receipt of daily reconciliation reports, receipt of incoming payments, and receipt of requests for recall.
- Documentation for the SEPA implementation.
Key benefits:
- Has prebuilt message mappers for SEPA payments in to and out of the Financial Transaction Manager internal standard format
- Delivers prebuilt message flows to manage SEPA related interactions with a clearing and settlement mechanism
- Is able to execute, monitor, audit, and track SEPA payments
- Provides transparency across SEPA processing
- Increases ability to enable straight through processing for SEPA payments
- Provides a robust and scalable environment to process large volumes of SEPA payments
- Allows for easier adoption of SEPA updates
- Enables the client to simulate EBA exchange and customer receipt and validation to reduce risk prior to the start of production
IBM Financial Transaction Manager for UK Payments Integration for z/OS
IBM Financial Transaction Manager for UK Payments Integration for z/OS provides UK payment scheme mappers to help financial institutions quickly enable processing of UK payments through the modern, automated, Financial Transaction Manager payments platform.
IBM Financial Transaction Manager for UK Payments Integration for z/OS core components:
- Prebuilt maps into and from the IBM Financial Transaction Manager ISF.
- Scheme mappers that cover Bankers' Automated Clearing Services (BACS) for UK Automated Clearing House (ACH) payments, Clearing House Automated Payment System (CHAPS) for UK Real Time Gross Settlement, and UK Faster Payments Service (FPS).
Key benefits
- Provides prebuilt integration for UK Payment Schemes (BACS, CHAPS, FPS)
- Increases visibility and management of payment processing through an extensive operational user interface
- Provides access to system information through a robust API
- Is able to develop, register, schedule, and manage short running tasks, such as reports and extracts, through a services framework
- Provides tracking services to monitor expected events such as inbound and outbound deliveries with alerting for missed deadlines
- Has robust logging and alerts
- Enables threshold-based transmission delivery based on transmission value, size, or number of payments
- Provides ability to manually release transmissions and alternate destination remapping
- Provides ability to configure replica destinations for outbound transmissions as well as null file transmission delivery for specific clients
Accessibility by people with disabilities
A US Section 508 Voluntary Product Accessibility Template (VPAT) containing details on accessibility compliance can be requested at
Section 508 of the US Rehabilitation Act
IBM Financial Transaction Manager for z/OS, V3.0 is capable as of December 12, 2014, when used in accordance with IBM's associated documentation, of satisfying the applicable requirements of Section 508 of the Rehabilitation Act, provided that any assistive technology used with the product properly interoperates with it. A US Section 508 Voluntary Product Accessibility Template (VPAT) can be requested on the following website
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| Product positioning |
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IBM Financial Transaction Manager provides a set of preintegrated products, built on a highly scalable platform, to gain visibility and control of all payment transactions, manage liquidity, balance financial risk, and facilitate effective financial planning and performance management. Financial Transaction Manager provides the integration layer to manage and monitor messaging traffic, reduce integration complexity, and increase performance, scale, and reliability in the financial transactions flow processes (for example, payments or securities).
IBM Financial Transaction Manager for Corporate Payment Services provides existing Financial Transaction Manager customers with Corporate Payment processing capability or provides new customers with Corporate Payment processing requirements with a prebuilt and tested offering.
IBM Financial Transaction Manager for SEPA Services provides existing Financial Transaction Manager customers with SEPA processing capability or provides new customers with SEPA processing requirements with a prebuilt and tested offering.
IBM Financial Transaction Manager for UK Payments Integration provides new and existing Financial Transaction Manager customers with UK Payment Schemes.
IBM Financial Transaction Manager for SWIFT Business Services provides new and existing Financial Transaction Manager customers with enhanced SWIFT processing capability within a modern payments platform.
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| Program number |
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Program Program
number VRM name
5655-FT2 3.0 IBM Financial Transaction Manager for z/OS
V3.0
5655-FT1 1.1.0 IBM Financial Transaction Manager for z/OS
S&S
5655-FT3 3.0 IBM Financial Transaction Manager for
Corporate Payment Services for z/OS V3.0
5655-FT6 1.1.0 IBM Financial Transaction Manager for
Corporate Payment Services for z/OS S&S
5655-FT4 3.0 IBM Financial Transaction Manager for SEPA
Services for z/OS V3.0
5655-FT5 1.1.0 IBM Financial Transaction Manager for SEPA
Services for z/OS S&S
5655-FT8 3.0 IBM Financial Transaction Manager for
SWIFT Business Services for z/OS V3.0
5655-FT9 1.1.0 IBM Financial Transaction Manager for
SWIFT Business Services for z/OS S&S
5655-UK1 3.0 IBM Financial Transaction Manager for UK
Payments Integration for z/OS V3.0
5655-FT7 1.1.0 IBM Financial Transaction Manager for UK
Payments Integration for z/OS S&S
Product identification number
Subscription and
Program PID number Support PID number
5655-FT2 5655-FT1
5655-FT3 5655-FT6
5655-UK1 5655-FT7
5655-FT4 5655-FT5
5655-FT8 5655-FT9
Business Partner information
If you are a Direct Reseller - System Reseller acquiring products from IBM, you may link directly to Business Partner information for this announcement. A PartnerWorld® ID and password are required (use IBM ID).
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| Education support |
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IBM training provides education to support many IBM offerings. Descriptions of courses for IT professionals and managers are on the IBM training website
Call IBM training at 800-IBM-TEACH (426-8322) for catalogs, schedules, and enrollments.
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| Offering Information |
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Product information is available via the Offering Information website
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| Publications |
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A License Information booklet (GH12-6978) is shipped with this program.
The Program Directory (GI19-5005) is available as softcopy and can be downloaded from the Publications Center.
All documentation to develop solutions based on Financial Transaction Manager is available on the product media.
The IBM Publications Center
The Publications Center is a worldwide central repository for IBM product publications and marketing material with a catalog of 70,000 items. Extensive search facilities are provided. A large number of publications are available online in various file formats, and they can all be downloaded by all countries.
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| Services |
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Software Services
IBM Software Services has the breadth, depth, and reach to manage your services needs. You can leverage the deep technical skills of our lab-based, software services team and the business consulting, project management, and infrastructure expertise of our IBM Global Services team. Also, we extend our IBM Software Services reach through IBM Business Partners to provide an extensive portfolio of capabilities. Together, we provide the global reach, intellectual capital, industry insight, and technology leadership to support a wide range of critical business needs.
To learn more about IBM Software Services or to contact a Software Services sales specialist, visit
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| Technical information |
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Specified operating environment
Hardware requirements
IBM Financial Transaction Manager for z/OS, V3.0
Server capable of running one of the following releases:
- IBM z/OS V1.13, or later
Dashboard server and database requires a server capable of running one of the following operating systems:
- IBM AIX® V6.1
- IBM AIX V7.1
- Red Hat Linux™ Advanced Platform (x86-64) 6
For more detailed and the latest information, visit
Software requirements
IBM Financial Transaction Manager for z/OS, V3.0
- IBM Integration Bus for z/OS, V9.0
- IBM WebSphere MQ for z/OS, V8.0
- IBM DB2 for z/OS, 10.1
- IBM WebSphere Application Server for z/OS, V8.5.5
- IBM WebSphere Transformation Extender V8.4
- IBM WebSphere Transformation Pack for SWIFT V4.3
- IBM Cognos Business Intelligence V10.2
- IBM Integration Designer V8.5.5
- IBM Business Monitor V8.5.5 (for the dashboard server)
IBM Financial Transaction Manager for z/OS is a prerequisite for IBM Financial Transaction Manager for SEPA Services for z/OS, IBM Financial Transaction Manager for Corporate Payment Services for z/OS, IBM Financial Transaction Manager for UK Payments Integration for z/OS, and IBM Financial Transaction Manager for SWIFT Business Services for z/OS.
For more detailed and the latest information, visit
The program's specifications and specified operating environment information may be found in documentation accompanying the program, if available, such as a readme file, or other information published by IBM, such as an announcement letter. Documentation and other program content may be supplied only in the English language.
Limitations
A Limited Use license version of all required IBM software is included with the product.
IBM Electronic Support
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Access the IBM Support Portal
Access the online Service Request tool
Planning information
Packaging
IBM Financial Transaction Manager for z/OS, V3.0
- 3590 tape containing Financial Transaction Manager for z/OS, V3.0
- License Information Agreement CD (LC27619600)
IBM Financial Transaction Manager for SEPA Services for z/OS, V3.0
- 3590 tape containing Financial Transaction Manager for z/OS, V3.0
- License Information Agreement CD (LC27619700)
IBM Financial Transaction Manager for Corporate Payment Services for z/OS, V3.0
- 3590 tape containing Financial Transaction Manager for z/OS, V3.0
- License Information Agreement CD (LC27619100)
IBM Financial Transaction Manager for UK Payments Integration for z/OS, V3.0
- 3590 tape containing Financial Transaction Manager for z/OS, V3.0
- License Information Agreement CD (LC27619900)
IBM Financial Transaction Manager for SWIFT Business Services for z/OS, V3.0
- 3590 tape containing Financial Transaction Manager for z/OS, V3.0
- License Information Agreement CD (LC27619800)
This program, when downloaded from a website, contains the applicable IBM license agreement and License Information, if appropriate, and will be presented for acceptance at the time of installation of the program. For future reference, the license and License Information will be stored in a directory such as LICENSE.TXT.
Security, auditability, and control
IBM Financial Transaction Manager uses the security and auditability features of the operating system. The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities. The customer is responsible for evaluation, selection, and implementation of security features, administrative procedures, and appropriate controls in application systems and communication facilities.
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| Ordering information |
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This product is only available via Passport Advantage®. It is not available as shrinkwrap.
These products may only be sold directly by IBM or by authorized IBM Business Partners for Software Value Plus.
For more information about IBM Software Value Plus, visit
To locate IBM Business Partners for Software Value Plus in your geography for a specific Software Value Plus portfolio, visit
Ordering z/OS through the Internet
ShopzSeries provides an easy way to plan and order your z/OS ServerPac or CBPDO. It will analyze your current installation, determine the correct product migration, and present your new configuration based on z/OS. Additional products can also be added to your order (including determination of whether all product requisites are satisfied). ShopzSeries is available in the US and several countries in Europe. In countries where ShopzSeries is not available yet, contact your IBM representative (or IBM Business Partner) to handle your order via the traditional IBM ordering process. For more details and availability, visit the ShopzSeries website at
IBM Financial Transaction Manager for z/OS V3.0 5655-FT2
IBM Financial Transaction Manager for z/OS S&S 5655-FT1
IBM Financial Transaction Manager for Corporate Payment 5655-FT3
Services for z/OS V3.0
IBM Financial Transaction Manager for Corporate Payment 5655-FT6
Services for z/OS S&S
IBM Financial Transaction Manager for UK Payments 5655-UK1
Integration for z/OS V3.0
IBM Financial Transaction Manager for UK Payments 5655-FT7
Integration for z/OS S&S
IBM Financial Transaction Manager for SEPA Services 5655-FT4
for z/OS V3.0
IBM Financial Transaction Manager for SEPA Services 5655-FT5
for z/OS S&S
IBM Financial Transaction Manager for SWIFT Business 5655-FT8
Services for z/OS V3.0
IBM Financial Transaction Manager for SWIFT Business 5655-FT9
Services for z/OS S&S
Charge metric
Program name PID number Charge metric IBM Financial Transaction 5655-FT2 Value Units Manager for z/OS V3.0 IBM Financial Transaction 5655-FT1 Value Units Manager for z/OS V1.1 Software Subscription and Support IBM Financial Transaction 5655-FT4 Virtual Server Manager for SEPA Services for z/OS V3.0 IBM Financial Transaction 5655-FT5 Virtual Server Manager for SEPA Services For z/OS V1.1 Software Subscription and Support IBM Financial Transaction 5655-FT3 Virtual Server Manager for Corporate Payment Services for z/OS V3.0 IBM Financial Transaction 5655-FT6 Virtual Server Manager for Corporate Payment Services for z/OS V1.1 Software Subscription and Support IBM Financial Transaction 5655-UK1 Virtual Server Manager for UK Payments Integration for z/OS V3.0 IBM Financial Transaction 5655-FT7 Virtual Server Manager for UK Payments Integration for z/OS V1.1 Software Subscription and Support IBM Financial Transaction 5655-FT8 Virtual Server Manager for SWIFT Business Services for z/OS V3.0 IBM Financial Transaction 5655-FT9 Virtual Server Manager for SWIFT Business Services for z/OS V1.1 Software Subscription and Support
Charge metric definitions
Virtual Server
Virtual Server is a unit of measure by which the program can be licensed. A server is a physical computer that is comprised of processing units, memory, and input/output capabilities and that executes requested procedures, commands, or applications for one or more users or client devices. Where racks, blade enclosures, or other similar equipment is being employed, each separable physical device (for example, a blade or a rack-mounted device) that has the required components is considered itself a separate server. A virtual server is either a virtual computer created by partitioning the resources available to a physical server or an unpartitioned physical server. Licensee must obtain Virtual Server entitlements for each virtual server made available to the program, regardless of the number of processor cores in the virtual server or the number of copies of the program on the virtual server.
When determining the number of Virtual Server entitlements required for licensee's installation or use of the program, the installation or use of the program when used for Development and Unit Testing on single user machines are not taken into consideration. Development and Unit Testing means that the program is deployed as part of licensee's internal development and unit testing on a single user Developer Machine. A Developer Machine is a physical or virtual desktop environment, running a primary operating system and the program, both of which are accessible and used by no more than one developer at one time. Licensee is not authorized to use the program for processing production workloads, simulating production workloads or testing scalability of any code, application or system. Licensee is not authorized to use any part of the program for any other purposes without acquiring the appropriate production entitlements.
Value Unit (VU) (Financial Transaction Manager for z/OS)
VU is a unit of measure by which the program is licensed. VU Proofs of Entitlement (PoEs) are based on the number of units of a specific resource used or managed by the program.
In this case, the unit of measure is the number of Master Transactions processed by the program in any calendar month, measured in packs of a million Master Transactions. A Master Transaction is a set of instructions initiated from an application external to the program (for example, business banking web channel or manual message entry channel) or triggered by an event in the program (for example, recurring payment or time of day to start bulk processing). The Master Transaction manages the related business activity and logical unit of work including all updates and events associated with the various processing steps and ending when the final instruction is sent to an external application or the processing lifecycle is complete. A Master Transaction will initiate underlying transactions during its processing lifecycle.
Master transactions are only counted for production transactions. However, should a customer use the program only for nonproduction purposes on a particular platform (multiplatform or z/OS), they much purchase a minimum of one RVU on that platform.
Licensee must obtain sufficient entitlements for the number of VUs required for licensee's environment for the specific resources as specified in the program specific table. VU entitlements are specific to the program and the type of resource and may not be exchanged, interchanged, or aggregated with VU entitlements of another program or resource. Refer to the program specific VU table below.
IBM Financial Transaction Manager for z/OS is a prerequisite for IBM Financial Transaction Manager for SEPA Services for z/OS, IBM Financial Transaction Manager for Corporate Payment Services for z/OS, IBM Financial Transaction Manager for UK Payments Integration for z/OS, and IBM Financial Transaction Manager for SWIFT Business Services for z/OS. An entitlement to at least one RVU of IBM Financial Transaction Manager for z/OS is required in order to obtain an entitlement to any of the aforementioned dependent products.
VUE036 Resource Value Unit conversion table (for IBM Financial Transaction Manager for z/OS)
- From 1 to 3 Million Monthly Master Transactions, 1.00 VU per Million Monthly Master Transactions
- From 4 to 45 Million Monthly Master Transactions, 3 VUs plus 0.45 VUs per Million Monthly Master Transactions above 3
- From 46 to 175 Million Monthly Master Transactions, 21.9 VUs plus 0.36 VUs per Million Monthly Master Transactions above 45
- From 176 to 315 Million Monthly Master Transactions, 68.7 VUs plus 0.27 VUs per Million Monthly Master Transactions above 175
- For more than 315 Million Monthly Master Transactions, 106.5 VUs plus 0.20 VUs per Million Monthly Master Transactions above 315
Millions of Monthly
Master Transactions
Usage level Minimum Maximum Units/x uses
Tier 1 1 3 1
Tier 2 4 45 0.45
Tier 3 46 175 0.36
Tier 4 176 315 0.27
Tier 5 316 n 0.20
An example of converting 350 Million Monthly Master Transactions to
Value Units is shown below:
Million
Monthly Million
Master Monthly
Transactions Master
Usage by tier Transactions Value Units
Tier 1 3 1 3
Tier 2 42 0.45 19
Tier 3 130 0.36 47
Tier 4 140 0.27 38
Tier 5 35 0.20 7
Total 350 114
When calculating the total number of Value Units, the sum is to be rounded up to the next integer.
Basic license
To order, specify the program product number and the appropriate
license or charge option. Also, specify the desired distribution medium. To suppress shipment of media, select the license-only option in CFSW.
Program name: IBM Financial Transaction Manager for z/OS, V3.0
Program PID: 5655-FT2
Entitlement License option/
identifier Description Pricing metric
S017LDL IBM Financial Transaction Basic OTC, per
Manager for z/OS, V3.0 Value Unit
Orderable supply ID Language Distribution medium
S017LDJ English 3590
Program name: IBM Financial Transaction Manager for Corporate
Payment Services for z/OS V3.0
Program PID: 5655-FT3
Entitlement License option/
identifier Description Pricing metric
S017LDX IBM Financial Transaction Basic OTC, per
Manager for Corporate Virtual Server
Payment Services for z/OS V3.0
Trade up from 5655-AC4
IBM Financial Transaction
Manager for Corporate Payment
Services for z/OS V2
Orderable supply ID Language Distribution medium
S017LDW English 3590
Program name: IBM Financial Transaction Manager for UK Payments
Integration for z/OS V3.0
Program PID: 5655-UK1
Entitlement License option/
identifier Description Pricing metric
S017LF1 IBM Financial Transaction Basic OTC, per
Manager for UK Payments Virtual Server
Integration for z/OS V3.0
Trade up from 5655-AC2
IBM Financial Transaction
Manager UK Payments
Integration for z/OS V2
Orderable supply ID Language Distribution medium
S017LF0 English 3590
Program name: IBM Financial Transaction Manager for
SEPA Services for z/OS V3.0
Program PID: 5655-FT4
Entitlement License option/
identifier Description Pricing metric
S017LDS IBM Financial Transaction Basic OTC, per
Manager for SEPA Services Virtual Server
for z/OS V3.0
Trade-up from 5655-Y11
IBM Financial Transaction
Manager for z/OS V2 - S0174TD
Orderable supply ID Language Distribution medium
S017LDP English 3590
Program name: IBM Financial Transaction Manager for
SWIFT Business Services for z/OS V3.0
Program PID: 5655-FT8
Entitlement License option/
identifier Description Pricing metric
S017LFD IBM Financial Transaction Basic OTC, per
Manager for SWIFT Business Virtual Server
Services for z/OS V3.0
Orderable supply ID Language Distribution medium
S017LFB English 3590
Subscription and Support PID: 5655-FT1
Entitlement License option/
identifier Description Pricing metric
S017LDK IBM Financial Transaction Basic ASC, per Value Unit
Manager for z/OS V1.1.0 SW S&S,
Subscription and Support No charge, decline SW S&S
Orderable supply ID Language Distribution medium
S017LDH English Hardcopy pub
Subscription and Support PID: 5655-FT6
Entitlement License option/
identifier Description Pricing metric
S017LF6 IBM Financial Transaction Basic ASC, per Virtual Server
Manager for Corporate SW S&S
Payment Services for
z/OS V1.1.0 Software No charge, decline SW S&S
Subscription and Support
Orderable supply ID Language Distribution medium
S017PB9 English Hardcopy pub
Subscription and Support PID: 5655-FT7
Entitlement License option/
identifier Description Pricing metric
S017LF7 IBM Financial Transaction Basic ASC, per Virtual
Manager for UK Server, SW S&S
Payments Integration No charge, decline SW S&S
for z/OS V1.1.0 Software
Subscription and Support
Orderable supply ID Language Distribution medium
S017LF5 English Hardcopy pub
Subscription and Support PID: 5655-FT5
Entitlement License option/
identifier Description Pricing metric
S017LDT IBM Financial Transaction Basic ASC, per Virtual
Manager for SEPA Services Server, SW S&S
for z/OS V1.1.0 Software No charge,
Subscription and Support decline SW S&S
Orderable supply ID Language Distribution medium
S017LDR English Hardcopy pub
Subscription and Support PID: 5655-FT9
Entitlement License option/
identifier Description Pricing metric
S017LFF IBM Financial Transaction Basic ASC, per Virtual Server
Manager for SWIFT SW S&S No charge,
Business Services for decline SW S&S
z/OS V1.1.0 Software
Subscription and Support
Orderable supply ID Language Distribution medium
S017LFC English Hardcopy pub
Trade-up ordering information
Current licensees of the IPLA replaced program with active Subscription and Support (S&S) are eligible to trade up to the IPLA replacement program.
All IPLA replaced program entitlements being traded in must be terminated. In some cases, the IPLA replaced program entitlements may not be the same as the IPLA replacement program entitlement.
For example, if the customer has 100 Value Units entitlement of IPLA replaced program A and is trading up to 90 Value Units of entitlement to the IPLA replacement program, the customer must terminate all 100 Value Units entitlement of IPLA replaced Program A.
Current licensees of the IPLA replaced program interested in trading up to IPLA replacement program should contact their IBM representative.
Replaced IPLA Replacement IPLA Program/Feature Program/Feature IBM Financial IBM Financial Transaction Manager Transaction Manager for z/OS V2 for z/OS V3 PID: 5655-Y11 PID: 5655-FT2 EE: S01708V EE: S017LDL VM: Per Value Unit VM: Per Value Unit VUE : VUE002 VUE: VUE036 (MMMT) IBM Financial IBM Financial Transaction Manager Transaction Manager for SEPA Services for SEPA Services for z/OS V2 for z/OS V3 PID: 5655-Y11 PID: 5655-FT4 EE: S0174TD EE: S017LDS VM: Per Install VM: Per Virtual Server IBM Financial IBM Financial Transaction Manager Transaction Manager for Corporate Payment for Corporate Payment Services for z/OS V2 Services for z/OS V3 PID: 5655-AC4 PID: 5655-FT3 EE: S017JLB EE: S017LDX VM: Per Install VM: Per Virtual Server IBM Financial IBM Financial Transaction Manager Transaction Manager for UK Payments for UK Payments Integration for Integration for z/OS V2 z/OS V3 PID: 5655-AC2 PID: 5655-UK1 EE: S017JL4 EE: S017LF1 VM: Per Install VM: Per Virtual Server
Customized Offerings
Product deliverables are shipped only via CBPDO and ServerPac. These customized offerings are offered for Internet delivery in countries where ShopzSeries product ordering is available. Internet delivery reduces software delivery time and allows you to install software without the need to handle tapes. For more details on Internet delivery, refer to the Shopz help information at
You choose the delivery method when you order the software. IBM recommends Internet delivery. In addition to Internet and DVD, the supported tape delivery options include:
- 3590
- 3592
Most products can be ordered in ServerPac the month following their availability in CBPDO. z/OS can be ordered via CBPDO and ServerPac at general availability. Many products will also be orderable in a Product ServerPac without also having to order the z/OS operating system or subsystem.
Shopz and CFSW will determine the eligibility based on product requisite checking. For more details on the product ServerPac, visit the Help section on the Shopz website at
For additional information on the Product ServerPac option, refer to Software Announcement 212-272, dated July 31, 2012.
Production of software product orders will begin on the planned general availability date.
- CBPDO shipments will begin one week after general availability.
- ServerPac shipments will begin two weeks after general availability.
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| Terms and conditions |
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The information provided in this announcement letter is for reference and convenience purposes only. The terms and conditions that govern any transaction with IBM are contained in the applicable contract documents such as the IBM International Program License Agreement, IBM International Passport Advantage Agreement, and the IBM Agreement for Acquisition of Software Maintenance.
This product is only available via Passport Advantage.
Licensing
IBM International Program License Agreement including the License Information document and Proof of Entitlement (PoE) govern your use of the program. PoEs are required for all authorized use.
This software license includes Software Subscription and Support (also referred to as Software Maintenance).
Agreement for Acquisition of Software Maintenance
The following agreement applies for Software Subscription and Support (Software Maintenance) and does not require customer signatures:
- IBM Agreement for Acquisition of Software Maintenance (Z125-6011)
These programs are licensed under the IBM Program License Agreement (IPLA) and the associated Agreement for Acquisition of Software Maintenance, which provide for support with ongoing access to releases and versions of the program. These programs have a one-time license charge for use of the program and an annual renewable charge for the enhanced support that includes telephone assistance (voice support for defects during normal business hours), as well as access to updates, releases, and versions of the program as long as support is in effect.
IBM System z® Operational Support Services - SoftwareXcel is an option if you desire added services.
License Information number
L-FMGN-9Q3D7S IBM Financial Transaction Manager
for z/OS V3.0 5655-FT2
L-GCHW-9NVPN2 IBM Financial Transaction Manager for
Corporate Payment Services for z/OS V3.0
5655-FT3
L-FMGN-9QBMSR IBM Financial Transaction Manager for UK
Payments Integration for z/OS V3.0
5655-UK1
L-GCHW-9NVP7J IBM Financial Transaction Manager for SEPA
Services for z/OS V3.0 5655-FT4
L-GBEL-9P99D7 IBM Financial Transaction Manager for
SWIFT Business Services for z/OS V3.0
5655-FT8
The program's License Information will be available for review on the IBM Software License Agreement website
Limited warranty applies
Yes
Limited warranty
IBM warrants that when the program is used in the specified operating environment, it will conform to its specifications. The warranty applies only to the unmodified portion of the program. IBM does not warrant uninterrupted or error-free operation of the program or that IBM will correct all program defects. You are responsible for the results obtained from the use of the program.
IBM provides you with access to IBM databases containing information on known program defects, defect corrections, restrictions, and bypasses at no additional charge. For further information, consult the IBM Software Support Handbook found at
IBM will maintain this information for at least one year after the original licensee acquires the program (warranty period).
Program support
Enhanced support, called Subscription and Support, includes telephone assistance, as well as access to updates, releases, and versions of the program as long as support is in effect. You will be notified of discontinuance of support with 12 months' notice.
Money-back guarantee
If for any reason you are dissatisfied with the program and you are the original licensee, you may obtain a refund of the amount you paid for it, if within 30 days of your invoice date you return the program and its PoE to the party from whom you obtained it. If you downloaded the program, you may contact the party from whom you acquired it for instructions on how to obtain the refund.
For clarification, note that (1) for programs acquired under the IBM International Passport Advantage offering, this term applies only to your first acquisition of the program and (2) for programs acquired under any of IBM's On/Off Capacity on Demand (On/Off CoD) software offerings, this term does not apply since these offerings apply to programs already acquired and in use by you.
Other terms
Volume orders (IVO)
No
IBM International Passport Advantage Agreement
Passport Advantage applies
Yes, and through the Passport Advantage website at
Other support
Passport Advantage
System i® Software Maintenance applies
No
Variable charges apply
No
Educational allowance available
Yes. A 15% education allowance applies to qualified education institution customers.
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| Statement of good security practices |
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IT system security involves protecting systems and information through prevention, detection, and response to improper access from within and outside your enterprise. Improper access can result in information being altered, destroyed, or misappropriated or can result in misuse of your systems to attack others. Without a comprehensive approach to security, no IT system or product should be considered completely secure and no single product or security measure can be completely effective in preventing improper access. IBM systems and products are designed to be part of a comprehensive security approach, which will necessarily involve additional operational procedures, and may require other systems, products, or services to be most effective. IBM does not warrant that systems and products are immune from the malicious or illegal conduct of any party.
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| IBM Electronic Services |
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Electronic Service Agent™ and the IBM Electronic Support web portal are dedicated to providing fast, exceptional support to IBM Systems customers. The IBM Electronic Service Agent tool is a no-additional-charge tool that proactively monitors and reports hardware events, such as system errors, performance issues, and inventory. The Electronic Service Agent tool can help you stay focused on your company's strategic business initiatives, save time, and spend less effort managing day-to-day IT maintenance issues. Servers enabled with this tool can be monitored remotely around the clock by IBM Support, all at no additional cost to you.
Now integrated into the base operating system of AIX V5.3, AIX V6.1, and AIX V7.1, Electronic Service Agent is designed to automatically and electronically report system failures and utilization issues to IBM, which can result in faster problem resolution and increased availability. System configuration and inventory information collected by the Electronic Service Agent tool also can be viewed on the secure Electronic Support web portal, and used to improve problem determination and resolution by you and the IBM support team. To access the tool main menu, simply type smitty esa_main, and select Configure Electronic Service Agent. In addition, ESA now includes a powerful web user interface, giving the administrator easy access to status, tool settings, problem information, and filters. For more information and documentation on how to configure and use Electronic Service Agent, refer to
The IBM Electronic Support portal is a single Internet entry point that replaces the multiple entry points traditionally used to access IBM Internet services and support. This portal enables you to gain easier access to IBM resources for assistance in resolving technical problems. The My Systems and Premium Search functions make it even easier for Electronic Service Agent tool-enabled customers to track system inventory and find pertinent fixes.
Benefits
Increased uptime: The Electronic Service Agent tool is designed to enhance the Warranty or Maintenance Agreement by providing faster hardware error reporting and uploading system information to IBM Support. This can translate to less wasted time monitoring the symptoms, diagnosing the error, and manually calling IBM Support to open a problem record. Its 24x7 monitoring and reporting mean no more dependence on human intervention or off-hours customer personnel when errors are encountered in the middle of the night.
Security: The Electronic Service Agent tool is designed to be secure in monitoring, reporting, and storing the data at IBM. The Electronic Service Agent tool is designed to securely transmit either via the Internet (HTTPS or VPN) or modem to provide customers a single point of exit from their site. Communication is one way. Activating Electronic Service Agent does not enable IBM to call into a customer's system.
For additional information, refer to IBM Electronic Service Agent
More accurate reporting: Because system information and error logs are automatically uploaded to the IBM Support center in conjunction with the service request, you are not required to find and send system information, decreasing the risk of misreported or misdiagnosed errors. Once inside IBM, problem error data is run through a data knowledge management system and knowledge articles are appended to the problem record.
Customized support: Using the IBM ID entered during activation, you can view system and support information in the My Systems and Premium Search sections of the Electronic Support website at
My Systems provides valuable reports of installed hardware and software using information collected from the systems by Electronic Service Agent. Reports are available for any system associated with your IBM ID. Premium Search combines the function of search and the value of Electronic Service Agent information, providing advanced search of the technical support knowledgebase. Using Premium Search and the Electronic Service Agent information that has been collected from your system, you are able to see search results that apply specifically to your systems.
For more information on how to utilize the power of IBM Electronic Services, contact your IBM Systems Services Representative, or visit
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| Prices |
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Information on charges is available at
Choose the option entitled Purchase/upgrade tools.
IBM Global Financing
IBM Global Financing offers competitive financing to credit-qualified customers to assist them in acquiring IT solutions. Offerings include financing for IT acquisition, including hardware, software, and services, from both IBM and other manufacturers or vendors. Offerings (for all customer segments: small, medium, and large enterprise), rates, terms, and availability can vary by country. Contact your local IBM Global Financing organization or visit
IBM Global Financing offerings are provided through IBM Credit LLC in the United States, and other IBM subsidiaries and divisions worldwide to qualified commercial and government customers. Rates are based on a customer's credit rating, financing terms, offering type, equipment type, and options, and may vary by country. Other restrictions may apply. Rates and offerings are subject to change, extension, or withdrawal without notice.
For more financing information, visit
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| Order now |
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To order, contact the Americas Call Centers or your local IBM representative, or your IBM Business Partner.
To identify your local IBM representative or IBM Business Partner, call 800-IBM-4YOU (426-4968).
Phone: 800-IBM-CALL (426-2255)
Fax: 800-2IBM-FAX (242-6329)
Email: callserv@ca.ibm.com
Mail: IBM Teleweb Customer Support
ibm.com® Sales Execution Center, Americas North
3500 Steeles Ave. East, Tower 3/4
Markham, Ontario
Canada
L3R 2Z1
Reference: YE001
The Americas Call Centers, our national direct marketing organization, can add your name to the mailing list for catalogs of IBM products.
Note: Shipments will begin after the planned availability date.
IBM Software Value Plus
These products are available under IBM Software Value Plus, either directly from IBM or through authorized Business Partners who invest in skills and high-value solutions. IBM customers may benefit from the industry-specific or horizontal solutions, skills, and expertise provided by these Business Partners.
Additions to Software Value Plus will be communicated through standard product announcements. For a current list of IBM software available under Software Value Plus, visit
For questions regarding Software Value Plus, visit
Trademarks
Electronic Service Agent is a trademark of IBM Corporation in the United States, other countries, or both.
IBM, z/OS, DB2, Rational, WebSphere, Cognos, PartnerWorld, AIX, Passport Advantage, System z, System i and ibm.com are registered trademarks of IBM Corporation in the United States, other countries, or both.
Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.
Other company, product, and service names may be trademarks or service marks of others.
Terms of use
IBM products and services which are announced and available in your country can be ordered under the applicable standard agreements, terms, conditions, and prices in effect at the time. IBM reserves the right to modify or withdraw this announcement at any time without notice. This announcement is provided for your information only. Additional terms of use are located at
For the most current information regarding IBM products, consult your IBM representative or reseller, or visit the IBM worldwide contacts page
