ISO 24014-1:2021
(Main)Public transport — Interoperable fare management system — Part 1: Architecture
Public transport — Interoperable fare management system — Part 1: Architecture
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).
Transport public — Système de gestion tarifaire interopérable — Partie 1: Architecture
Le présent document donne des directives pour développer des systèmes billettiques interopérables (IFMS) multi-opérateurs/multi-services pour le PT (y compris les métros), tant à l’échelle nationale qu’internationale. Le présent document s’applique aux organismes de PT et aux services connexes qui conviennent que leurs systèmes doivent être interopérables. Le présent document défini un cadre conceptuel, qui est indépendante de la mise en œuvre organisationnelle et physique. Toute référence à la mise en œuvre organisationnelle et physique dans le présent document est purement informative. Le présent document définit une architecture fonctionnelle de référence pour les systèmes IFMS et établir les exigences de nature à assurer l’interopérabilité entre plusieurs acteurs dans le contexte de l’utilisation de titres de transport électroniques. Le système IFM comprend l’ensemble des fonctions du processus de gestion des titres de transport, tels que: — gestion des supports, — gestion des applications, — gestion des produits, — gestion de la sécurité, et — certification, enregistrement et identification. Le présent document décrit les principaux éléments suivants: — identification des différents rôles IFM en relation avec le IFMS et services et supports provenant de systèmes autres que les transports qui interagissent avec les systèmes billettiques; — modèle générique de système IFM décrivant l’architecture logique et fonctionnelle ainsi que les interfaces au sein du système, et avec d’autres systèmes IFM ainsi que des services et des supports provenant de systèmes autres que les transports; — cas d'usage décrivant les interactions et les flux de données entre les différents rôles IFM fonctionnels; — exigences relatives à la sécurité. Dans ses annexes, le présent document fournit un cadre pour les plateformes de mobilité qui intègrent la gestion des tarifs et l'information sur les voyages pour les déplacements inter et multimodaux (voir l'Annexe A). Il traite également des sujets spécifiques abordés dans le document et offre quelques exemples nationaux concernant la mise en œuvre des IFMS (voir Annexe B, Annexe C, Annexe D et Annexe E). Le présent document ne définit pas: — les aspects techniques de l’interface entre le support et le terminal billettique; — les échanges de données entre le support et le terminal billettique; NOTE Les échanges de données entre le support et le terminal billettique sont traités par d’autres comités de normalisation. — les aspects financiers des systèmes billettiques (par exemple le paiement par le client, les moyens de paiement, le règlement, l’imputation, le rapprochement).
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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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ISO 24014-1:2021(E)
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© ISO 2021
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ii © ISO 2021 – All rights reserved
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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
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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
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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
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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.
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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 act with the roles defined in the IFM
and enter into interface relations.
With the introduction of so-called mobility platforms, which can integrate various IFM systems and
additional modes of transportation and deliver the travel information across these integrated domains,
the customer can benefit from seamless and well-guided multi- or inter-modal travel.
Interoperability of fare management systems also provides benefits to operators and the other parties
involved. However, it requires an overall system architecture that defines the system functionalities,
the actors involved and their roles, the relationships and the interfaces between them.
Interoperability also requires the definition of a security scheme to protect privacy, integrity, and
confidentiality between the actors to ensure fair and secure data flow within the IFM system (IFMS).
The overall architecture is the subject of this document, which recognizes the need for legal and
commercial agreements between members of an IFMS, but does not specify their form. The technical
specifications of the component parts and, particularly, the standards for customer media (e.g. smart
cards) are not included.
Note that there is not one single IFMS. Individual operators, consortia of operators, public authorities,
and private companies can manage and/or participate in IFMSs. An IFMS can span country boundaries
and can be combined with other IFMSs. Implementations of IFMSs require security and registration
functionalities. This document allows for the distribution of these functions to enable the coordination/
convergence of existing IFMSs to work together.
This document intends to provide the following benefits:
a) It defines a common definition of terms and roles that shall constitute the basis for the other parts
of ISO 24014 and technical specifications and technical reports from ISO/TC 204 which address
mobility platforms, fare management and interoperability between IFM and other systems.
b) It provides a framework for an interoperable fare management implementation with minimum
complexity.
c) It provides guidance on how IFM Managers can benefit from external devices and services and how
interoperability and appropriate security level can be established in cooperation with systems
from other markets.
d) It aims to shorten the time and lower the cost of IFMS procurement as both suppliers and purchasers
understand what is being purchased. Procurement against an open standard reduces cost as it
avoids the need for expensive bespoke system development and provides for second sourcing.
e) It aims to simplify interoperability between IFMSs to the benefit of all stakeholders.
In Annex A, this document provides a framework for mobility platforms that integrate fare management
and travel information for inter- and multimodal travel. This document also contains other informative
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ISO 24014-1:2021(E)
annexes, which elaborate on some specific subjects of the document and offer some national examples
with regard to IFMS implementations (see Annex B, Annex C, Annex D and Annex E).
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INTERNATIONAL STANDARD ISO 24014-1:2021(E)
Public transport — Interoperable fare management
system —
Part 1:
Architecture
1 Scope
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 docu
...
NORME ISO
INTERNATIONALE 24014-1
Troisième édition
2021-01
Transport public — Système de
gestion tarifaire interopérable —
Partie 1:
Architecture
Public transport — Interoperable fare management system —
Part 1: Architecture
Numéro de référence
ISO 24014-1:2021(F)
©
ISO 2021
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ISO 24014-1:2021(F)
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2021
Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en œuvre, aucune partie de cette
publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,
y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut
être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.
ISO copyright office
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Publié en Suisse
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ISO 24014-1:2021(F)
Sommaire Page
Avant-propos .vi
Introduction .vii
1 Domaine d’application . 1
2 Références normatives . 2
3 Termes et définitions . 2
4 Abréviations . 6
5 Exigences . 6
6 Environnement système pour l’IFMS . 7
6.1 Généralités . 7
6.2 Plateformes de mobilité . 7
7 Cadre conceptuel du système IFM . 8
7.1 Généralités . 8
7.2 Description des rôles IFM et des rôles externes . 8
7.3 Cadre de base du modèle fonctionnel IFM générique .12
8 Description du cas d'utilisation pour le modèle fonctionnel IFM .13
8.1 Description des rôles IFM et des rôles externes .13
8.2 Définition d’une convention d’interopérabilité .14
8.2.1 Généralités .14
8.2.2 Définition d’une convention d’interopérabilité pour les comptes clients .14
8.2.3 Définition d’une convention d’interopérabilité pour le support .14
8.2.4 Définition d’une convention d’interopérabilité pour les services
d’identification.15
8.2.5 Définition d’une convention d’interopérabilité pour les services de paiement .15
8.3 Certification .15
8.3.1 Généralités .15
8.3.2 Certification des entités juridiques .16
8.3.3 Certification des composants .16
8.3.4 Certification des supports.16
8.3.5 Certification des services d’identification .17
8.3.6 Certification des services de paiement .17
8.3.7 Certification de la spécification et du masque d’application .17
8.3.8 Certification de la spécification et de la structure de produit .18
8.4 Interaction avec les objets externes .18
8.4.1 Généralités .18
8.4.2 Interaction avec les supports externes .19
8.4.3 Interaction avec les applications externes.20
8.4.4 Interaction avec les services d’identification externes .21
8.4.5 Interaction avec les services de paiement externes .21
8.5 Enregistrement .22
8.5.1 Généralités .22
8.5.2 Enregistrement des entités juridiques .23
8.5.3 Enregistrement des composants .23
8.5.4 Enregistrement des services d’identification .23
8.5.5 Enregistrement de comptes clients .24
8.5.6 Enregistrement des services de paiement . .25
8.5.7 Enregistrement des supports .25
8.5.8 Enregistrement des supports client .25
8.5.9 Enregistrement des masques d’applications .26
8.5.10 Enregistrement des applications .26
8.5.11 Enregistrement des structures de produits .26
8.5.12 Enregistrement des produits .27
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ISO 24014-1:2021(F)
8.6 Gestion des services d’identification .27
8.6.1 Généralités .27
8.6.2 Inscription et mise à jour des données d’identification du Client via le
formulaire de demande .27
8.6.3 Inscription et mise à jour des données d’identification du Client via un
service d’identification externe.28
8.6.4 Mise à jour des données d’identification du Client via un compte en ligne .29
8.6.5 Réutilisation de données d’identification Client existantes .29
8.6.6 Gestion et maintenance des données d’identification du Client .30
8.6.7 Fourniture du service d’identification aux entités juridiques internes et
externes au système IFM .30
8.7 Gestion de comptes clients .31
8.7.1 Généralités .31
8.7.2 Connexion sécurisée au compte Client en ligne .31
8.7.3 Connexion/déconnexion du support client au/du compte client en ligne .32
8.7.4 Transfert de produits entre supports client connectés .32
8.7.5 Connexion de compte généré par le système au compte client .33
8.7.6 Résiliation de comptes clients .34
8.8 Gestion des supports client .34
8.8.1 Généralités .34
8.8.2 Mise à disposition de supports .34
8.8.3 Résiliation de supports client .35
8.9 Gestion des applications .36
8.9.1 Généralités .36
8.9.2 Diffusion de masques d’applications .37
8.9.3 Acquisition d’applications .37
8.9.4 Résiliation des masques d’applications .37
8.9.5 Résiliation d’applications .38
8.10 Gestion des produits .39
8.10.1 Diffusion de structures de produits.40
8.10.2 Résiliation de structures de produits .40
8.10.3 Gestion de listes d’actions .41
8.10.4 Acquisition de produits .41
8.10.5 Modification des paramètres d’un produit .42
8.10.6 Résiliation de produits . .42
8.10.7 Utilisation et contrôle des produits .43
8.10.8 Collecte des données .44
8.10.9 Transfert des données .44
8.10.10 Établissement et diffusion des états de compensation .45
8.11 Gestion de la sécurité .45
8.11.1 Généralités .45
8.11.2 Surveillance des processus et du cycle de vie des données du système IFM .46
8.11.3 Gestion des clés de sécurité IFM .46
8.11.4 Gestion de listes de sécurité .47
8.12 Gestion du Service après-vente (optionnel) .49
9 Identification des interfaces système .50
10 Identification .50
10.1 Généralités .50
10.2 Modèle de numérotation .50
10.3 Prérequis .51
10.3.1 Il existe un seul Office d’enregistrement dans le système IFM. .51
10.3.2 Tous les objets, par exemple les masques et les composants, ont un
propriétaire qui sera l’un des acteurs du système IFM. .51
10.3.3 L’identification de l’application et du produit doit être aussi concise
et compacte que possible afin de réduire au minimum le temps de
transaction entre le support client et le Terminal billettique. .51
11 Sécurité dans les systèmes IFM .51
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ISO 24014-1:2021(F)
11.1 Généralités .51
11.2 Protection des intérêts du public .51
11.3 Actifs à protéger .52
11.4 Exigences de sécurité IFM générales .52
Annexe A (Informative) Plateforme de mobilité – Exemple en Allemagne .54
Annexe B (informative) Rôles et relations pour le paiement à l’utilisation dans un système IFM .60
Annexe C (informative) Exemple de service d'identification pour la mobilité .66
Annexe D (informative) Exemples de mises en œuvre de systèmes IFM .76
Annexe E (informative) Gestion centrée sur les supports et gestion centrée sur le back-office .83
Bibliographie .85
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ISO 24014-1:2021(F)
Avant-propos
L'ISO (Organisation internationale de normalisation) est une fédération mondiale d'organismes
nationaux de normalisation (comités membres de l'ISO). L'élaboration des Normes internationales est
en général confiée aux comités techniques de l'ISO. Chaque comité membre intéressé par une étude
a le droit de faire partie du comité technique créé à cet effet. Les organisations internationales,
gouvernementales et non gouvernementales, en liaison avec l'ISO participent également aux travaux.
L'ISO collabore étroitement avec la Commission électrotechnique internationale (CEI) en ce qui
concerne la normalisation électrotechnique.
Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont
décrites dans les Directives ISO/IEC, Partie 1. Il convient, en particulier de prendre note des différents
critères d'approbation requis pour les différents types de documents ISO. Le présent document a été
rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2 (voir www
.iso .org/ directives).
L'attention est attirée sur le fait que certains des éléments du présent document peuvent faire l'objet de
droits de propriété intellectuelle ou de droits analogues. L'ISO ne saurait être tenue pour responsable
de ne pas avoir identifié de tels droits de propriété et averti de leur existence. Les détails concernant
les références aux droits de propriété intellectuelle ou autres droits analogues identifiés lors de
l'élaboration du document sont indiqués dans l'Introduction et/ou dans la liste des déclarations de
brevets reçues par l'ISO (voir www .iso .org/ brevets).
Les appellations commerciales éventuellement mentionnées dans le présent document sont données
pour information, par souci de commodité, à l’intention des utilisateurs et ne sauraient constituer un
engagement.
Pour une explication de la nature volontaire des normes, la signification des termes et expressions
spécifiques de l'ISO liés à l'évaluation de la conformité, ou pour toute information au sujet de l'adhésion
de l'ISO aux principes de l’Organisation mondiale du commerce (OMC) concernant les obstacles
techniques au commerce (OTC), voir www .iso .org/ avant -propos.
Le présent document a été élaboré par le comité technique l’ISO/TC 204, Systèmes de transport
intelligents, en collaboration avec le comité technique CEN/TC 278, Systèmes de transport intelligents, du
Comité européen de normalisation (CEN) conformément à l'accord de coopération technique entre l'ISO
et le CEN (Accord de Vienne).
Cette troisième édition annule et remplace la deuxième édition (ISO 24014-1:2015), qui a été
techniquement révisée.
Les principales modifications par rapport à l’édition précédente sont les suivantes:
— afin de préparer la compatibilité des systèmes d'interopérabilité billettique (IFM) avec les
plateformes de mobilité englobant l'ensemble de la chaîne de services de mobilité, les fonctions et
les rôles connus de l'IFM sont étendus; et
— de nouveaux rôles sont introduits pour exploiter les plateformes de mobilité.
Une liste de toutes les parties de la série ISO 24014 se trouve sur le site web de l’ISO.
Il convient que l’utilisateur adresse tout retour d’information ou toute question concernant le présent
document à l’organisme national de normalisation de son pays. Une liste exhaustive desdits organismes
se trouve à l’adresse www .iso .org/ fr/ members .html
vi © ISO 2021 – Tous droits réservés
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ISO 24014-1:2021(F)
Introduction
Le système billettique (FM - Fare Management) englobe tous les processus conçus pour gérer la
distribution et l’utilisation de produits tarifaires dans un environnement de transport public.
Le système billettique est dit interopérable (IFM - Interoperable Fare Management) lorsqu’il permet
au client d’utiliser un support électronique portable (par exemple une carte à puce à contact/sans
contact ou un appareil mobile de communication en champ proche) avec des équipements compatibles
(par exemple aux arrêts, aux équipements de distribution, aux points d’accès aux quais ou à bord des
véhicules). Les concepts IFM peuvent aussi être utilisés dans les systèmes billettiques qui n’utilisent
pas de supports électroniques.
Les avantages potentiels pour le client comprennent la réduction des files d’attente, des tarifs spéciaux
ou combinés, un support unique pour plusieurs applications, des programmes de fidélisation et un
voyage sans couture.
Il y a deux changements principaux dans cette édition de ce document par rapport à l'édition précédente.
Premièrement, afin de préparer la compatibilité des systèmes IFM avec les plates-formes de mobilité
englobant toute la chaîne de services de mobilité, les fonctions et les rôles connus de l'IFM sont étendus.
Deuxièmement, de nouveaux rôles sont introduits pour exploiter les plates-formes de mobilité. Ces
nouveaux rôles doivent agir avec les rôles définis dans l'IFM et entrer dans des relations d'interface.
Avec l’introduction de plateformes dites de mobilité, qui peuvent intégrer divers systèmes IFM et des
modes de transport supplémentaires, en plus d'assurer l’information des usagers sur l’ensemble de
ces domaines intégrés, le client peut bénéficier de déplacements multimodaux ou intermodaux sans
rupture et bien guidés.
L’interopérabilité des systèmes billettiques bénéficie aussi aux opérateurs et autres entités concernées.
Elle nécessite cependant une architecture globale qui définit les fonctionnalités, les acteurs concernés,
leurs rôles, leurs relations et leurs interfaces.
L’interopérabilité exige également la définition de principes de sécurité pour protéger la vie privée,
l’intégrité et la confidentialité des données entre les acteurs pour garantir l’exactitude et la sécurité des
flux de données au sein du système billettique interopérable (IFMS - Interoperable Fare Management
System). L’architecture globale est l’objet de Le présent document dans le document qui reconnaît le
besoin d’accords légaux et commerciaux entre les membres d’un IFMS, mais ne précise pas leur forme.
Les spécifications techniques des Composants et notamment les normes applicables aux Supports client
(par exemple les cartes à puce) ne sont pas couvertes par le présent document.
Il n’existe pas qu’un seul IFMS. Les opérateurs individuellement ou regroupés en consortiums, les
autorités publiques et les entreprises privées peuvent gérer et/ou participer à plusieurs systèmes
billettiques interopérables. Un IFMS peut dépasser les frontières nationales et peut être combiné
à d’autres systèmes. Les mises en œuvre de systèmes billettiques interopérables exigent des
fonctionnalités de sécurité et d’enregistrement. Le présent document prévoit la distribution de ces
fonctions pour permettre la coordination/convergence des systèmes billettiques interopérables
existants afin qu’ils fonctionnent ensemble.
Le présent document entend apporter les avantages suivants:
a) Il établit une définition commune des termes et des rôles qui constitueront la base des autres
parties de l’ISO 24014 et des spécifications techniques et rapports techniques de l’ISO/TC 204 qui
traitent des plateformes de mobilité, du système billettique et de l’interopérabilité entre le système
IFM et les autres systèmes.
b) Il propose un cadre général de mise en œuvre d’un système billettique interopérable avec le
minimum de complexité.
c) Il fournit des directives sur la façon dont les Responsables IFM peuvent bénéficier de dispositifs
et de services externes et sur la manière dont l’interopérabilité et le niveau de sécurité approprié
peuvent être établis en coopération avec les systèmes issus d’autres marchés.
© ISO 2021 – Tous droits réservés vii
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ISO 24014-1:2021(F)
d) Il a pour objectif de raccourcir les délais et de diminuer les coûts d’acquisition d’IFMS en facilitant
la compréhension de l’objet du contrat à la fois pour les fournisseurs et pour les acheteurs. Fonder
les achats sur une norme ouverte réduit les coûts en évitant l’onéreux développement de systèmes
sur mesure et en permettant des sources d’approvisionnement alternatives.
e) Il a pour but de simplifier l’interopérabilité entre les systèmes billettiques dans l’intérêt de toutes
les parties prenantes.
Dans son Annexe A, le présent document propose un cadre pour les plateformes de mobilité qui intègrent
la billettique et l’information des usagers pour les déplacements intermodaux et multimodaux. Le
présent document contient également d'autres annexes informatives, qui développent certains sujets
spécifiques du document et offrent des exemples nationaux en ce qui concerne la mise en œuvre du
SIFM (voir Annexe B, Annexe C, Annexe D et Annexe E).
viii © ISO 2021 – Tous droits réservés
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NORME INTERNATIONALE ISO 24014-1:2021(F)
Transport public — Système de gestion tarifaire
interopérable —
Partie 1:
Architecture
1 Domaine d’application
Le présent document donne des directives pour développer des systèmes billettiques interopérables
(IFMS) multi-opérateurs/multi-services pour le PT (y compris les métros), tant à l’échelle nationale
qu’internationale.
Le présent document s’applique aux organismes de PT et aux services connexes qui conviennent que
leurs systèmes doivent être interopérables.
Le présent document défini un cadre conceptuel, qui est indépendante de la mise en œuvre
organisationnelle et physique. Toute référence à la mise en œuvre organisationnelle et physique dans le
présent document est purement informative.
Le p
...
INTERNATIONAL ISO
STANDARD 24014-1
Third edition
Public transport — Interoperable fare
management system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
PROOF/ÉPREUVE
Reference number
ISO 24014-1:2020(E)
©
ISO 2020
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ISO 24014-1:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
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
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ISO 24014-1:2020(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
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ISO 24014-1:2020(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
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ISO 24014-1:2020(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 2020 – All rights reserved PROOF/ÉPREUVE v
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ISO 24014-1:2020(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 PROOF/ÉPREUVE © ISO 2020 – All rights reserved
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ISO 24014-1:2020(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 act with the roles defined in the IFM
and enter into interface relations.
With the introduction of so-called mobility platforms, which can integrate various IFM systems and
additional modes of transportation and deliver the travel information across these integrated domains,
the customer can benefit from seamless and well-guided multi- or inter-modal travel.
Interoperability of fare management systems also provides benefits to operators and the other parties
involved. However, it requires an overall system architecture that defines the system functionalities,
the actors involved and their roles, the relationships and the interfaces between them.
Interoperability also requires the definition of a security scheme to protect privacy, integrity, and
confidentiality between the actors to ensure fair and secure data flow within the IFM system (IFMS).
The overall architecture is the subject of this document, which recognizes the need for legal and
commercial agreements between members of an IFM, but does not specify their form. The technical
specifications of the component parts and, particularly, the standards for customer media (e.g. smart
cards) are not included.
Note that there is not one single IFMS. Individual operators, consortia of operators, public authorities,
and private companies can manage and/or participate in IFMSs. An IFMS can span country boundaries
and can be combined with other IFMSs. Implementations of IFMSs require security and registration
functionalities. This document allows for the distribution of these functions to enable the coordination/
convergence of existing IFMSs to work together.
This document intends to provide the following benefits:
a) It defines a common definition of terms and roles that shall constitute the basis for the other parts
of ISO 24014 and technical specifications and technical reports from ISO/TC 204 which address
mobility platforms, fare management and interoperability between IFM and other systems.
b) It provides a framework for an interoperable fare management implementation with minimum
complexity.
c) It provides guidance on how IFM Managers can benefit from external devices and services and how
interoperability and appropriate security level can be established in cooperation with systems
from other markets.
d) It aims to shorten the time and lower the cost of IFM procurement as both suppliers and purchasers
understand what is being purchased. Procurement against an open standard reduces cost as it
avoids the need for expensive bespoke system development and provides for second sourcing.
e) It aims to simplify interoperability between IFMSs to the benefit of all stakeholders.
In Annex A, this document provides a framework for mobility platforms that integrate fare management
and travel information for inter- and multimodal travel. This document also contains other informative
© ISO 2020 – All rights reserved PROOF/ÉPREUVE vii
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ISO 24014-1:2020(E)
annexes, which elaborate on some specific subjects of the document and offer some national examples
with regard to IFMS implementations (see Annex B, Annex C, Annex D and Annex E).
viii PROOF/ÉPREUVE © ISO 2020 – All rights reserved
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INTERNATIONAL STANDARD ISO 24014-1:2020(E)
Public transport — Interoperable fare management
system —
Part 1:
Architecture
1 Scope
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 include 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-
...
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