Public transport - Interoperable fare management system - Part 1: Architecture (ISO 24014-1:2021)

This document gives guidelines for the development of multi-operator/multi-service interoperable
public surface (including subways) transport fare management systems (IFMSs) on a national and
international level.
This document is applicable to bodies in public transport and related services which agree that their
systems need to interoperate.
This document defines a conceptual framework which is independent of organizational and physical
implementation. Any reference within this document to organizational or physical implementation is
purely informative.
This document defines a reference functional architecture for IFMSs and establishes the requirements
that are relevant for ensuring interoperability between several actors in the context of the use of
electronic tickets.
The IFMS includes all the functions involved in the fare management process, such as:
— management of media,
— management of applications,
— management of products,
— security management, and
— certification, registration, and identification.
This document defines the following main elements:
— identification of the different sets of functions in relation to the overall IFMS and services and media
from non-transport systems which interact with fare management systems;
— a generic model of an IFMS describing the logical and functional architecture and the interfaces
within the system, with other IFMSs and with services and media from non-transport systems;
— use cases describing the interactions and data flows between the different sets of functions;
— security requirements.
In its annexes, this document provides a framework for mobility platforms that integrate fare
management and travel information for inter- and multimodal travel (see Annex A). It also elaborates
on specific subjects covered in document and offers some national examples with regard to IFMS
implementations (see Annex B, Annex C, Annex D and Annex E).
This document does not define:
— the technical aspects of the interface between the medium and the medium access device;
— the data exchanges between the medium and the medium access device;
NOTE The data exchanges between the medium and the medium access device are proposed by other
standardization committees.
— the financial aspects of fare management systems (e.g. customer payments, method of payment,
settlement, apportionment, reconciliation).

Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur (ISO 24014-1:2021)

Transport public - Système de gestion tarifaire interopérable - Partie 1: Architecture (ISO 24014-1:2021)

Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO 24014-1:2021)

General Information

Status
Published
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Due Date
27-Jan-2021
Completion Date
27-Jan-2021

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SLOVENSKI STANDARD
SIST EN ISO 24014-1:2021
01-maj-2021
Nadomešča:
SIST EN ISO 24014-1:2016

Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO

24014-1:2021)

Public transport - Interoperable fare management system - Part 1: Architecture (ISO

24014-1:2021)

Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur

(ISO 24014-1:2021)

Transport public -- Système de gestion tarifaire interopérable -- Partie 1: Architecture

(ISO 24014-1:2021)
Ta slovenski standard je istoveten z: EN ISO 24014-1:2021
ICS:
03.220.01 Transport na splošno Transport in general
35.240.60 Uporabniške rešitve IT v IT applications in transport
prometu
SIST EN ISO 24014-1:2021 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 24014-1:2021
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SIST EN ISO 24014-1:2021
EN ISO 24014-1
EUROPEAN STANDARD
NORME EUROPÉENNE
January 2021
EUROPÄISCHE NORM
ICS 03.220.01; 35.240.60 Supersedes EN ISO 24014-1:2015
English Version
Public transport - Interoperable fare management system -
Part 1: Architecture (ISO 24014-1:2021)

Transport public - Système de gestion tarifaire Öffentlicher Verkehr - Interoperables

interopérable - Partie 1: Architecture (ISO 24014- Fahrgeldmanagement System - Teil 1: Architektur (ISO

1:2021) 24014-1:2021)
This European Standard was approved by CEN on 19 November 2020.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this

European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references

concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN

member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by

translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management

Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 24014-1:2021 E

worldwide for CEN national Members.
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SIST EN ISO 24014-1:2021
EN ISO 24014-1:2021 (E)
Contents Page

European foreword ....................................................................................................................................................... 3

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SIST EN ISO 24014-1:2021
EN ISO 24014-1:2021 (E)
European foreword

This document (EN ISO 24014-1:2021) has been prepared by Technical Committee ISO/TC 204

"Intelligent transport systems" in collaboration with Technical Committee CEN/TC 278 “Intelligent

transport systems” the secretariat of which is held by NEN.

This European Standard shall be given the status of a national standard, either by publication of an

identical text or by endorsement, at the latest by July 2021, and conflicting national standards shall be

withdrawn at the latest by July 2021.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

This document supersedes EN ISO 24014-1:2015.

This document has been prepared under a mandate given to CEN by the European Commission and the

European Free Trade Association.

According to the CEN-CENELEC Internal Regulations, the national standards organizations of the

following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,

Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,

Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of

North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the

United Kingdom.
Endorsement notice

The text of ISO 24014-1:2021 has been approved by CEN as EN ISO 24014-1:2021 without any

modification.
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SIST EN ISO 24014-1:2021
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SIST EN ISO 24014-1:2021
INTERNATIONAL ISO
STANDARD 24014-1
Third edition
2021-01
Public transport — Interoperable fare
management system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
Reference number
ISO 24014-1:2021(E)
ISO 2021
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Contents Page

Foreword ........................................................................................................................................................................................................................................vi

Introduction ..............................................................................................................................................................................................................................vii

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 2

3 Terms and definitions ..................................................................................................................................................................................... 2

4 Abbreviated terms .............................................................................................................................................................................................. 6

5 Requirements .......................................................................................................................................................................................................... 6

6 System environment for IFMS ................................................................................................................................................................. 7

6.1 General ........................................................................................................................................................................................................... 7

6.2 Mobility platforms ............................................................................................................................................................................... 7

7 Conceptual framework for IFMS ........................................................................................................................................................... 7

7.1 General ........................................................................................................................................................................................................... 7

7.2 Description of IFM roles and external roles................................................................................................................... 8

7.3 Basic framework of the generic IFM functional model .....................................................................................12

8 Use case description for the IFM functional model .......................................................................................................13

8.1 Description of IFM-roles and external roles ...............................................................................................................13

8.2 Define set of rules ..............................................................................................................................................................................14

8.2.1 General...................................................................................................................................................................................14

8.2.2 Define set of rules for Customer accounts ..............................................................................................14

8.2.3 Define set of rules for media ...............................................................................................................................14

8.2.4 Define set of rules for ID services .................. .................................................................................................15

8.2.5 Define set of rules for payment services ..................................................................................................15

8.3 Certification ............................................................................................................................................................................................15

8.3.1 General...................................................................................................................................................................................15

8.3.2 Certification of organizations ............................................................................................................................16

8.3.3 Certification of components ................................................................................................................................16

8.3.4 Certification of media ...............................................................................................................................................16

8.3.5 Certification of ID services ...................................................................................................................................16

8.3.6 Certification of payment services ...................................................................................................................17

8.3.7 Certification of application specifications and templates .........................................................17

8.3.8 Certification of product specifications and templates ..................................................................17

8.4 Interaction with external objects .........................................................................................................................................18

8.4.1 General...................................................................................................................................................................................18

8.4.2 Interaction with external media ......................................................................................................................18

8.4.3 Interaction with external applications.......................................................................................................19

8.4.4 Interaction with external ID services ..........................................................................................................20

8.4.5 Interaction with external payment services .........................................................................................21

8.5 Registration .............................................................................................................................................................................................22

8.5.1 General...................................................................................................................................................................................22

8.5.2 Registration of organizations .............................................................................................................................22

8.5.3 Registration of components ................................................................................................................................22

8.5.4 Registration of ID services ....................................................................................................................................22

8.5.5 Registration of customer accounts ................................................................................................................23

8.5.6 Registration of payment services ...................................................................................................................24

8.5.7 Registration of media ................................................................................................................................................24

8.5.8 Registration of customer media ......................................................................................................................24

8.5.9 Registration of application templates .................. .......................................................................................25

8.5.10 Registration of applications ................................................................................................................................25

8.5.11 Registration of product templates .................................................................................................................25

8.5.12 Registration of products .........................................................................................................................................25

8.6 Managing ID services ......................................................................................................................................................................26

© ISO 2021 – All rights reserved iii
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)

8.6.1 General...................................................................................................................................................................................26

8.6.2 Enrolment and update of Customer ID data via an application form .............................26

8.6.3 Enrolment and update of Customer ID data via an external ID service ........................27

8.6.4 Update of Customer ID data via an online account .........................................................................27

8.6.5 Re-use of incumbent Customer ID data ....................................................................................................28

8.6.6 Management and maintenance of Customer ID data ....................................................................28

8.6.7 Providing the ID service to IFMS internal and external organizations ..........................29

8.7 Management of customer accounts ...................................................................................................................................29

8.7.1 General...................................................................................................................................................................................29

8.7.2 Secure login to customer online accounts ..............................................................................................30

8.7.3 Connect/disconnect customer media to/from the customer online account ..........30

8.7.4 Transfer of products between connected customer media .....................................................31

8.7.5 Connect system generated account with a customer account...............................................32

8.7.6 Termination of customer accounts ...............................................................................................................32

8.8 Management of customer media ..........................................................................................................................................33

8.8.1 General...................................................................................................................................................................................33

8.8.2 Provisioning of media ...............................................................................................................................................33

8.8.3 Termination of customer media ......................................................................................................................34

8.9 Management of applications ....................................................................................................................................................35

8.9.1 General...................................................................................................................................................................................35

8.9.2 Dissemination of application templates ...................................................................................................35

8.9.3 Acquisition of applications ...................................................................................................................................36

8.9.4 Termination of application templates ........................................................................................................36

8.9.5 Termination of applications ................................................................................................................................37

8.10 Management of products ............................................................................................................................................................38

8.10.1 Dissemination of product templates ...........................................................................................................38

8.10.2 Termination of product templates .................................................................................................................39

8.10.3 Management of action lists ..................................................................................................................................40

8.10.4 Acquisition of products ...........................................................................................................................................40

8.10.5 Modification of product parameters ............................................................................................................40

8.10.6 Termination of products.........................................................................................................................................41

8.10.7 Use and inspection of products ........................................................................................................................41

8.10.8 Collection of data ..........................................................................................................................................................42

8.10.9 Forwarding data ............................................................................................................................................................43

8.10.10 Generation and distribution of clearing reports ...............................................................................43

8.11 Security management ....................................................................................................................................................................44

8.11.1 General...................................................................................................................................................................................44

8.11.2 Monitoring of IFM processes and IFM data life cycle ....................................................................44

8.11.3 Management of IFM security keys .................................................................................................................45

8.11.4 Management of security lists .............................................................................................................................45

8.12 Customer Service management (optional) ..................................................................................................................48

9 System interface identification ...........................................................................................................................................................48

10 Identification .........................................................................................................................................................................................................48

10.1 General ........................................................................................................................................................................................................48

10.2 Numbering scheme ..........................................................................................................................................................................48

10.3 Prerequisites ..........................................................................................................................................................................................49

10.3.1 There is one Registrar within the IFMS. ...................................................................................................49

10.3.2 All objects, e.g. templates and components, have an owner who is one of

the actors in the IFMS. ..............................................................................................................................................49

10.3.3 The identification of the application and product shall be as short and
compact as possible due to the minimization of the transaction time

between the customer medium and the MAD. ....................................................................................49

11 Security in IFMSs ...............................................................................................................................................................................................49

11.1 General ........................................................................................................................................................................................................49

11.2 Protection of the interests of the public .........................................................................................................................49

11.3 Assets to be protected ....................................................................................................................................................................50

11.4 General IFM security requirements ...................................................................................................................................50

iv © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)

Annex A (informative) Mobility Platform – German example .................................................................................................52

Annex B (informative) Pay-As-You-Go (PAYG) roles and relationships in an IFMS.............................................57

Annex C (informative) Mobility ID service example ..........................................................................................................................63

Annex D (informative) Examples of IFMS implementations .....................................................................................................73

Annex E (informative) Media centric management and back-office centric management .......................79

Bibliography .............................................................................................................................................................................................................................81

© ISO 2021 – All rights reserved v
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 204, Intelligent transport systems, in

collaboration with the European Committee for Standardization (CEN) Technical Committee CEN/TC

278, Intelligent transport systems, in accordance with the Agreement on technical cooperation between

ISO and CEN (Vienna Agreement).

This third edition cancels and replaces the second edition (ISO 24014-1:2015), which has been

technically revised.
The main changes compared to the previous edition are as follows:

— in order to prepare compatibility of Interoperable Fare Management (IFM) systems with mobility

platforms encompassing the entire mobility service chain, functions and roles known from IFM are

expanded; and
— new roles are introduced to operate mobility platforms.
A list of all parts in the ISO 24014 series can be found on the ISO website.

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
vi © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Introduction

Fare management (FM) encompasses all the processes designed to manage the distribution and use of

fare products in a public transport environment.

Fare management is called interoperable (IFM) when it enables the customer to use a portable electronic

medium (e.g. a contact/contactless smart card or a Near Field Communications mobile device) with

compatible equipment (e.g. at stops, with retail systems, at platform entry points or on board vehicles).

IFM concepts can also be applied to fare management systems not using electronic media.

Potential benefits for the customer include reductions in queuing, special and combined fares, one

medium for multiple applications, loyalty programmes and seamless journeys.

There are two main changes in this edition of this document compared to the previous edition. Firstly,

in order to prepare compatibility of IFM systems with mobility platforms encompassing the entire

mobility service chain, functions and roles known from IFM are expanded. Secondly, new roles are

introduced to operate mobility platforms. These new roles should
...

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