Paula Okunieff Xerox Services, Sr. Solution Architect Boston, Massachusetts

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1 International Standards Initiatives Five Projects to Address Public Transport Payment Technologies Paula Okunieff Xerox Services, Sr. Solution Architect Boston, Massachusetts

2 A. Chan, D. Matta, K. Olyai, M. Schroeder, C. Tam, and T. Weisenberger CO-AUTHORS: WORKING ADVISORY GROUP 8

3 ISO TC204 Working Groups National Standards Organization Formal International Organization for Standardization (ISO) Central Secretariat ISO/TC204 Technical Advisory Group (TAG) Informal ISO - Technical Committee 204 Transport Information and Control Systems (TICS) Mirror/Working Advisory Groups (WAG) WAG1 WAG2 WAG3 WAG4 WAG5 WAG6 WAG7 WAG8 WAG9 WAG10 WAG11 WAG14 WAG15 WAG16 Expert ISO/TC204 - Working Groups (WGs) WG1: System Architecture WG2: Dormant WG3: ITS Database Technology WG4: Automatic Vehicle & Equipment Identification WG5: Fee & Toll Collection WG6: Dormant WG7: Commercial Freight WG8: Public Transport/Emergency WG9: Integrated Transport Information, Management & Control WG10: Traveler Information Systems WG11: Route Guidance & Navigation Systems WG14: Vehicle/Roadway Warning & Control Systems WG15: Dedicated Short-Range Communications WG16: Wide Area communications Protocols & Interfaces

4 Working Group 8 Fare/Payment Projects Previous Work: Interoperable Fare Management System (IFMS) [ISO and -2] Current Work Items: Standard Identifier Formats for Public Transport Media (A. Chan, USA) Account-based Ticketing Validation (C. Queree, UK) Interoperability between IFM Systems and NFC Mobile Devices (C. Bartels, Germany) Payment Standards Conformance Framework (K. Lee, S. Korea) Open Payment Study Group (T. Foss, Norway and P. Okunieff, USA)

5 Standard Identifier Formats for Public Transport Media Smart Card ISO/IEC Near Field Communications (NFC) Bar Code QR Bluetooth Low Energy (BLE) Host Card Emulation (HCE) Text / Ticket (print at home) Do we need a common unique public transit identifier to use for Public Transport Media for regional transit agencies using different payment technologies?

6 Account-based Ticketing (ABT) Validation Technical Report Topics Account-based product descriptions Integration between peri-urban and long distance travel Behaviour and architecture for funds balance holders Journey recording methods Revenue protection methods Multiple token security management methods State of the Art for ABT Volunteers Needed to work on Technical Report Work starts May 2015 Estimated completion date: Spring 2016

7 Interoperability between IFM Systems and NFC Mobile Devices How does the Public Transport and Mobile Handset industry coordinate standards? WG 8 will serve as the public transport voice to interface with IFMS architecture Mobile Industry Forums: NFC Forum launched Public Transport group in 2013 GSMA is developing NFC handset test book To guarantee interoperability, the specifications for NFC mobile devices must match specifications for the Public Transport infrastructure / IFMS

8 Payment Standards Conformance Framework Conformance Test (Korea Proposal): General Guide Line Based on ISO General Procedure Physical Test Functional Test Security Test Organization CEN ISO General Procedure Guide Line Leader Media Related Std. Jean Philippe Smart Card ISO ISO 7816 Cord NFC Device NFC *General Guide Line - National Based - TPO Based *Based on ISO Related to ISO SC27 *: it will be redefined and be a new item, if needed

9 Open Payment Study Group: Convergence Architecture Tolling Dynamic pricing Public Transport - Surface - rail Parking Electric Charging Other modes - public/private

10 Example of Open Payment Model and Open Standard Interface Development Transport User Phone SMS Internet Mobile Apps 3 rd Party Apps IVR Web / Mobile 3 rd Party APIs Retail Outlet Customer Service Center Call Center Distribution Ctr Payment Media License plate Fare media Ticket NFC phone Payment Network Switches Payment Devices ETC Validator Mobile Inspector Parking Meter Contactless credit, debit, prepaid TSM = Transport Service Manager Payment Network Switches Tolling Agency PT (bus) Rail Parking TSM-1 TSM-2 TSM-3 TSM-4 = ISO Std = other org Centralized Account Mgr Account Mgmt Tariff Mgmt & Sales Media Inventory Financial reconciliation Partner TSM

11 Contact Information Paula Okunieff Senior Solution Architect

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