SIST EN ISO 24014-1:2016
(Main)Public transport - Interoperable fare management system - Part 1: Architecture (ISO 24014-1:2015)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO 24014-1:2015)
This part of ISO 24014 provides the basis 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 part of ISO 24014 is applicable to bodies in public transport and related services which agree that
their systems need to interoperate.
While this part of ISO 24014 does not imply that existing interoperable fare management systems need
to be changed, it applies so far as it is practically possible to extensions of these.
This part of ISO 24014 covers the definition of a conceptual framework which is independent
of organisational and physical implementation. Any reference within this part of ISO 24014 to
organisational or physical implementation is purely informative.
The objective of this part of ISO 24014 is to define a reference functional architecture for IFMSs and
to identify the requirements that are relevant to ensure 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 application,
— management of products,
— security management, and
— certification, registration, and identification.
This part of ISO 24014 defines the following main elements:
— identification of the different set of functions in relation to the overall fare management system;
— a generic model of IFMS describing the logical and functional architecture and the interfaces within
the system and with other IFMSs;
— use cases describing the interactions and data flows between the different set of functions;
— security requirements.
This part of ISO 24014 excludes consideration of the following:
— the physical medium and its management;
— 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 24014-1:2015)
Transport public - Système de gestion tarifaire interopérable - Partie 1: Architecture (ISO 24014-1:2015)
L'ISO 24014-1:2015 fournit les bases pour développer des systèmes billettiques interopérables (IFMS, Interoperable Fare Management System) multi-opérateurs/multi-services pour le transport public (y compris les métros), tant à l'échelle nationale qu'internationale.
L'ISO 24014-1:2015 s'applique aux organismes de transport public et aux services connexes qui conviennent que leurs systèmes doivent être interopérables.
L'ISO 24014-1:2015 n'implique pas qu'il soit nécessaire de modifier les systèmes billettiques interopérables existants, elle s'applique, dans toute la mesure du possible, à leurs extensions futures.
L'ISO 24014-1:2015 couvre la définition d'un cadre conceptuel, qui est indépendante de la mise en ?uvre organisationnelle et physique. Toute référence à la mise en ?uvre organisationnelle et physique dans l'ISO 24014-1:2015 est purement informative.
L'objectif de l'ISO 24014-1:2015 est de définir une architecture fonctionnelle de référence pour les systèmes IFMS et d'identifier les exigences de nature à assurer l'interopérabilité entre plusieurs acteurs dans le contexte de l'utilisation de titres de transport électroniques.
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO 24014-1:2015)
Ta del standarda ISO 24014 podaja osnovo za razvoj interoperabilnih sistemov upravljanja voznin (IFMS) za prevoz po javnih površinah (vključno s podvozi), ki vključujejo več operaterjev/storitev, na državni ali meddržavni ravni.
Ta del standarda ISO 24014 se uporablja za entitete na področju javnega prevoza in povezanih storitev, ki se strinjajo, da morajo biti njihovi sistemi interoperabilni.
Ta del standarda ISO 24014 ne predvideva, da je treba obstoječe interoperabilne sisteme upravljanja voznin zamenjati, temveč se uporablja v obsegu praktične izvedljivosti za njihove razširitve.
Ta del standarda ISO 24014 zajema definicijo konceptualnega okvirja, ki je neodvisen od organizacijske in fizične uvedbe. Vsa sklicevanja na organizacijsko ali fizično uvedbo v tem delu standarda ISO 24014 so izključno informativna.
Namen tega dela standarda ISO 24014 je določitev referenčne funkcionalne arhitekture za interoperabilne sisteme upravljanja voznin in opredelitev zahtev, pomembnih za zagotavljanje interoperabilnosti med različnimi izvajalci na področju uporabe elektronskih vozovnic.
Interoperabilni sistem upravljanja voznin vključuje vse funkcije v povezavi s postopkom upravljanja voznin, kot so:
– upravljanje načina uporabe;
– upravljanje izdelkov;
– upravljanje varnosti;
– certificiranje, registracija in identifikacija.
Ta del standarda ISO 24014 opredeljuje naslednje glavne elemente:
– opredelitev različnih naborov funkcij v povezavi s celotnim sistemom upravljanja voznin;
– splošni model interoperabilnega sistema upravljanja voznin, ki opisuje logično in funkcionalno arhitekturo ter vmesnike znotraj
sistema in drugih interoperabilnih sistemov upravljanja voznin;
– primere uporabe z opisi interakcij in podatkovnih tokov med različnimi nabori funkcij;
– varnostne zahteve.
Ta del standarda ISO 24014 ne obravnava naslednjih področij:
– fizični medij in njegovo upravljanje;
– tehnični vidiki vmesnika med medijem in napravo za dostop do medija;
– izmenjave podatkov med medijem in napravo za dostop do medija;
OPOMBA: Izmenjave podatkov med medijem in napravo za dostop do medija so v domeni drugih odborov za standardizacijo.
– finančni vidiki sistemov upravljanja voznin (npr. plačila odjemalcev, način plačila, poravnava, porazdelitev, uskladitev).
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 24014-1:2016
01-april-2016
1DGRPHãþD
SIST EN ISO 24014-1:2008
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO
24014-1:2015)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO
24014-1:2015)
Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur
(ISO 24014-1:2015)
Transport public - Système de gestion tarifaire interopérable - Partie 1: Architecture (ISO
24014-1:2015)
Ta slovenski standard je istoveten z: EN ISO 24014-1:2015
ICS:
03.220.01 Transport na splošno Transport in general
35.240.60 Uporabniške rešitve IT v IT applications in transport
transportu in trgovini and trade
SIST EN ISO 24014-1:2016 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN ISO 24014-1:2016
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SIST EN ISO 24014-1:2016
EN ISO 24014-1
EUROPEAN STANDARD
NORME EUROPÉENNE
November 2015
EUROPÄISCHE NORM
ICS 03.220.01; 35.240.60 Supersedes EN ISO 24014-1:2007
English Version
Public transport - Interoperable fare management system -
Part 1: Architecture (ISO 24014-1:2015)
Transport public - Système de gestion tarifaire Öffentlicher Verkehr - Interoperables
interopérable - Partie 1: Architecture (ISO 24014- Fahrgeldmanagement System - Teil 1: Architektur (ISO
1:2015) 24014-1:2015)
This European Standard was approved by CEN on 10 July 2015.
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, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, 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: Avenue Marnix 17, B-1000 Brussels
© 2015 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 24014-1:2015 E
worldwide for CEN national Members.
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SIST EN ISO 24014-1:2016
EN ISO 24014-1:2015 (E)
Contents Page
Foreword . 3
2
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SIST EN ISO 24014-1:2016
EN ISO 24014-1:2015 (E)
Foreword
This document (EN ISO 24014-1:2015) 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 May 2016, and conflicting national standards shall be
withdrawn at the latest by May 2016.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent
rights.
This document supersedes EN ISO 24014-1:2007.
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, Former Yugoslav Republic of Macedonia,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta,
Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.
Endorsement notice
The text of ISO 24014-1:2015 has been approved by CEN as EN ISO 24014-1:2015 without any
modification.
3
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SIST EN ISO 24014-1:2016
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SIST EN ISO 24014-1:2016
INTERNATIONAL ISO
STANDARD 24014-1
Second edition
2015-10-15
Public transport — Interoperable fare
management system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
Reference number
ISO 24014-1:2015(E)
©
ISO 2015
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2015, Published in Switzerland
All rights reserved. Unless otherwise specified, 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
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
ii © ISO 2015 – All rights reserved
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Terms and definitions . 2
3 Abbreviated terms . 4
4 Requirements . 4
5 Conceptual framework . 5
5.1 Description of IFM-roles . 6
5.2 Basic framework of the generic IFM functional model . 8
6 Use Case description for the IFM functional model . 9
6.1 Certification . 9
6.1.1 Certification of Organization .10
6.1.2 Certification of Components .10
6.1.3 Certification of Application Specification and Template .10
6.1.4 Certification of Product Specification and Template .11
6.2 Registration .11
6.2.1 Registration of Organization .11
6.2.2 Registration of Component .12
6.2.3 Registration of Application Template .12
6.2.4 Registration of Application .12
6.2.5 Registration of Product Template .12
6.2.6 Registration of Product .13
6.3 Management of Application .13
6.3.1 Dissemination of Application Template .13
6.3.2 Acquisition of Application .14
6.3.3 Termination of Application Template .14
6.3.4 Termination of Application .15
6.4 Management of Product .16
6.4.1 Dissemination of Product Template .16
6.4.2 Termination of Product Template .17
6.4.3 Management of Action List .17
6.4.4 Acquisition of Product . . .18
6.4.5 Modification of Product parameter .18
6.4.6 Termination of Product .19
6.4.7 Use and inspection of Product .19
6.4.8 Collection of data .20
6.4.9 Forwarding data .21
6.4.10 Generation and distribution of clearing reports .21
6.5 Security management .22
6.5.1 Monitoring of IFM processes and IFM data life cycle .22
6.5.2 Management of IFM security keys .23
6.5.3 Management of security lists .23
6.6 Customer Service Management (optional) .25
7 System interface identification .26
8 Identification .26
8.1 General .26
8.2 Numbering scheme .26
8.3 Prerequisites .26
9 Security in IFMSs .27
9.1 Protection of the interests of the public .27
9.2 Assets to be protected .27
© ISO 2015 – All rights reserved iii
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
9.3 General IFM security requirements .28
Annex A (informative) Information flow within the IFM .29
Annex B (informative) Examples of implementation .39
Annex C (informative) List of terms which are defined both in this part of ISO 24014
(IFMSA) and in APTA — UTFS .48
Annex D (informative) Example of Action List processes .49
Annex E (informative) Security domain, threats, and Protection Profiles .54
Annex F (informative) Media centric management and back-office centric management .58
Bibliography .60
iv © ISO 2015 – All rights reserved
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
Foreword
ISO (the International Organization for Standardization) and IEC (the International Electrotechnical
Commission) form the specialized system for worldwide standardization. National bodies that are
members of ISO or IEC participate in the development of International Standards through technical
committees established by the respective organization to deal with particular fields of technical
activity. ISO and IEC technical committees collaborate in fields of mutual interest. Other international
organizations, governmental and non-governmental, in liaison with ISO and IEC, also take part in the
work. In the field of information technology, ISO and IEC have established a joint technical committee,
ISO/IEC JTC 1.
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 document 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 and IEC 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 on the meaning of ISO specific terms and expressions related to conformity
assessment, as well as information about ISO’s adherence to the WTO principles in the Technical
Barriers to Trade (TBT) see the following URL: Foreword - Supplementary information
The committee responsible for this document is ISO/TC 204, Intelligent transport systems.
ISO 24014-1 was prepared by European Committee for Standardization (CEN) Technical Committee
CEN/TC 278 Road transport and traffic telematics, in collaboration with ISO/TC 204, Intelligent
transport systems, in accordance with the agreement on technical cooperation between ISO and CEN
(Vienna Agreement).
This second edition cancels and replaces the first edition (ISO 24014-1:2007), which has been
technically revised.
ISO 24014 consists of the following parts, under the general title Public transport — Interoperable fare
management system:
— Part 1: Architecture
— Part 2: Business practices
— Part 3: Complementary concepts to Part 1 for multi-application media
© ISO 2015 – All rights reserved v
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(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) 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.
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 part of ISO 24014 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 IFM. Individual operators, consortia of operators, public authorities,
and private companies can manage and/or participate in IFMSs. An IFM can span country boundaries
and can be combined with other IFMSs. Implementations of IFMSs require security and registration
functionalities. This part of ISO 24014 allows for the distribution of these functions to enable the
coordination/convergence of existing IFMSs to work together.
This part of ISO 24014 intends to provide three main benefits.
a) It provides a framework for an interoperable fare management implementation with minimum
complexity.
b) 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.
c) It aims to simplify interoperability between IFMSs to the benefit of all stakeholders.
The work has benefited from the architecture work done in Electronic Fee Collection (CEN/TC 278/WG 1)
and other domains including the following:
— ISO/TS 14904, Road transport and traffic telematics — Electronic fee collection (EFC) — Interface
specification for clearing between operators;
— ISO/TS 17573, Electronic fee collection — Systems architecture for vehicle-related tolling;
— existing international data security standards.
vi © ISO 2015 – All rights reserved
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SIST EN ISO 24014-1:2016
INTERNATIONAL STANDARD ISO 24014-1:2015(E)
Public transport — Interoperable fare management
system —
Part 1:
Architecture
1 Scope
This part of ISO 24014 provides the basis 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 part of ISO 24014 is applicable to bodies in public transport and related services which agree that
their systems need to interoperate.
While this part of ISO 24014 does not imply that existing interoperable fare management systems need
to be changed, it applies so far as it is practically possible to extensions of these.
This part of ISO 24014 covers the definition of a conceptual framework which is independent
of organisational and physical implementation. Any reference within this part of ISO 24014 to
organisational or physical implementation is purely informative.
The objective of this part of ISO 24014 is to define a reference functional architecture for IFMSs and
to identify the requirements that are relevant to ensure 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 application,
— management of products,
— security management, and
— certification, registration, and identification.
This part of ISO 24014 defines the following main elements:
— identification of the different set of functions in relation to the overall fare management system;
— a generic model of IFMS describing the logical and functional architecture and the interfaces within
the system and with other IFMSs;
— use cases describing the interactions and data flows between the different set of functions;
— security requirements.
This part of ISO 24014 excludes consideration of the following:
— the physical medium and its management;
— 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.
© ISO 2015 – All rights reserved 1
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
— the financial aspects of fare management systems (e.g. customer payments, method of payment,
settlement, apportionment, reconciliation).
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
action list
list of items related to IFM applications or products (2.24) downloaded to medium access devices (2.18)
(MADs) processed by the MAD if and when a specific IFM application or product referenced in the list is
encountered by that MAD
2.2
actor
person, an organisation (2.19), or another (sub)system playing a coherent set of functions when
interacting with the IFM system within a particular use case (2.30)
2.3
application rules
application owner requirements
2.4
application specification
specification of functions, data elements, and security scheme according to the application rules (2.3)
2.5
application template
executable technical pattern of the application specification (2.4)
2.6
application
implemented and initialised application template (2.5)
Note 1 to entry: The application is identified by a unique identifier.
Note 2 to entry: The application houses products (2.24) and other optional customer information (customer
details, customer preferences).
Note 3 to entry: The application can be fully installed on a customer media or distributed on the customer media
and the IFM back offices.
2.7
commercial rules
rules defining the settlement and commission within the IFMS
2.8
component
any piece of hardware and/or software that performs one or more functions in the IFMS
2.9
component provider
anyone who wants to bring a component (2.8) to the IFMS
2.10
IFM functional model
model to define functions of IFM-roles (2.12) and how they interact
2.11
IFM policies
commercial, technical, security, and privacy objectives of IFM
2 © ISO 2015 – All rights reserved
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
2.12
IFM-role
abstract object performing a set of functions in an IFM functional model (2.10)
2.13
interoperable fare management
IFM
all the functions involved in the fare management process such as management of application, products
(2.24), security and certification, registration, and identification to enable customers to travel with
participating service operators using a single portable electronic medium
2.14
interoperable fare management system
IFMS
all technical, commercial, security, and legal elements which enable an interoperable fare
management (2.13)
2.15
medium
physical carrier of applications (2.6)
2.16
message
set of data elements transferred between two IFM-roles (2.12)
2.17
customer medium
medium (2.15) initialised with an application (2.6) through an application contract
2.18
medium access device
MAD
device with the necessary facilities (hardware and software) to communicate with a customer
medium (2.17)
2.19
organisation
legal entity covering the functions and implied responsibilities of one or more of the following
operational IFM-roles (2.12): application owner, application retailer, product owner, product retailer,
service operator, and collection and forwarding
2.20
pricing rules
rules defining the price and payment/billing relationships to the customer
2.21
product rules
set of usage, pricing, and commercial rules (2.7) defined by the product owner
2.22
product specification
complete specification of functions, data elements, and security scheme according to the product rules
(2.21)
2.23
product template
technical pattern of the product specification (2.22)
Note 1 to entry: The product template is identified by a unique identifier.
© ISO 2015 – All rights reserved 3
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SIST EN ISO 24014-1:2016
ISO 24014-1:2015(E)
2.24
product
instance of a product template (2.23) stored in an application (2.6)
Note 1 to entry: It is identified by a unique identifier and enables the customer to benefit from a service provided
by a service operator.
2.25
role
abstract object performing a set of functions
2.26
security policy
objectives of the IFM to secure the public interests and the assets within the IFM
2.27
set of rules
regulations for achieving IFM policies (2.11) expressed as technical, commercial, security, and legal
requirements and standards relevant only to the IFMS
2.28
trigger
event that causes the execution of a use case (2.30)
2.29
usage rules
rules defining the usage time, the usage area, the personal status, and the type of service
2.30
use case
description of a process by defining a sequence of actions performed by one
...
SLOVENSKI STANDARD
oSIST prEN ISO 24014-1:2014
01-april-2014
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura
(ISO/DIS 24014-1:2014)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO/DIS
24014-1:2014)
Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur
(ISO/DIS 24014-1:2014)
Transport public - Système de gestion tarifaire interopérable - Partie 1: Architecture
(ISO/DIS 24014-1:2014)
Ta slovenski standard je istoveten z: prEN ISO 24014-1
ICS:
03.220.01 Transport na splošno Transport in general
35.240.60 Uporabniške rešitve IT v IT applications in transport
transportu in trgovini and trade
oSIST prEN ISO 24014-1:2014 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN ISO 24014-1:2014
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oSIST prEN ISO 24014-1:2014
DRAFT INTERNATIONAL STANDARD
ISO/DIS 24014-1
ISO/TC 204 Secretariat: ANSI
Voting begins on: Voting terminates on:
2014-02-13 2014-07-13
Public transport — Interoperable fare management
system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
[Revision of first edition (ISO 24014-1:2007)]
ICS: 35.240.60;03.220.01
ISO/CEN PARALLEL PROCESSING
This draft has been developed within the European Committee for Standardization
(CEN), and processed under the CEN lead mode of collaboration as defined in the
Vienna Agreement.
This draft is hereby submitted to the ISO member bodies and to the CEN member
bodies for a parallel five month enquiry.
Should this draft be accepted, a final draft, established on the basis of comments
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Copyright notice
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Contents Page
Foreword . v
Introduction . vi
1 Scope . 1
2 Terms and definitions . 2
3 Abbreviated terms . 4
4 Requirements . 4
5 Conceptual framework . 5
5.1 Description of IFM-roles . 6
5.2 Basic framework of the generic IFM functional model . 8
6 The Use Case description for the IFM functional model . 9
6.1 Certification . 10
6.1.1 Certification of Organisation . 10
6.1.2 Certification of Components . 10
6.1.3 Certification of Application Specification and Template . 11
6.1.4 Certification of Product Specification and Template . 11
6.2 Registration . 11
6.2.1 Registration of Organisation . 12
6.2.2 Registration of Component . 12
6.2.3 Registration of Application Template . 12
6.2.4 Registration of Application. 13
6.2.5 Registration of Product Template . 13
6.2.6 Registration of Product . 13
6.3 Management of Application. 13
6.3.1 Dissemination of Application Template . 14
6.3.2 Acquisition of Application . 14
6.3.3 Termination of Application Template . 14
6.3.4 Termination of Application . 15
6.4 Management of Product . 16
6.4.1 Dissemination of Product Template . 17
6.4.2 Termination of Product Template . 17
6.4.3 Management of Action List. 18
6.4.4 Acquisition of Product . 18
6.4.5 Modification of Product parameter . 18
6.4.6 Termination of Product . 19
6.4.7 Use and inspection of Product . 20
6.4.8 Collection of data . 20
6.4.9 Forwarding data . 22
6.4.10 Generation and distribution of clearing reports . 22
6.5 Security management . 22
6.5.1 Monitoring of IFM processes and IFM data life cycle . 23
6.5.2 Management of IFM security keys . 24
6.5.3 Management of security lists . 24
6.6 Customer Service Management (optional) . 27
7 System interface identification . 27
8 Identification . 27
8.1 General . 27
8.2 Numbering scheme . 28
8.3 Prerequisites . 28
9 Security in IFMSs . 28
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9.1 Protection of the interests of the public . 28
9.2 Assets to be protected . 29
9.3 General IFM security requirements. 29
Annex A (informative) Information flow within the IFM . 31
A.1 Interface of the IFM-roles with the Security Manager and the Registrar . 31
A.2 Interface between the IFM-roles . 34
A.3 Interfaces between IFM-roles for Application Template management . 35
A.4 Interfaces between IFM-roles for Application management . 36
A.5 Interfaces between IFM-roles for Product Template Management . 37
A.6 Interfaces between IFM-roles for Product management. 39
A.6.1 Acquisition/modification/termination of a Product . 39
A.6.2 Using a Product and distribution of clearing reports . 41
Annex B (informative) Examples of implementation . 43
B.1 Interoperability in the Oslo region . 43
B.1.1 General . 43
B.1.2 Operators and functions . 43
B.2 Example: Interoperability in Paris (France) and its suburban region . 45
B.2.1 General . 45
B.2.2 Partners and functions . 45
B.3 Interoperability in Japan . 48
B.3.1 Interoperable states for a joint IFMS. 48
B.3.2 Interoperability in Japan in accordance with this part of ISO 24014. 50
Annex C (informative) List of terms which are defined both in this part of ISO 24014 (IFMSA) and
in APTA – UTFS . 53
Annex D (informative) Example of Action List processes . 54
D.1 Interpretation of “Action List” . 54
D.2 Comparison of Action Lists and security lists . 55
D.3 Examples of information to be communicated in Action Lists . 55
D.4 Examples of Use Cases . 56
Annex E (informative) Security domain, threats and Protection Profiles . 59
E.1 Security domain . 59
E.2 Threats . 60
E.3 Protection Profiles (PP) . 61
Annex F (informative) Media centric management and back-office centric management. 63
Bibliography . 66
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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.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
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.
ISO 24014-1 was prepared by Technical Committee ISO/TC 204, Intelligent transport systems, Subcommittee
SC , and by Technical Committee CEN/TC 278, Intelligent transport systems in collaboration.
This second/third/. edition cancels and replaces the first/second/. edition (EN ISO 24014-1:2007), [clause(s)
/ subclause(s) / table(s) / figure(s) / annex(es)] of which [has / have] been technically revised.
ISO 24014 consists of the following parts, under the general title Public transport — Interoperable fare
management system:
Part 1: Architecture
Part 2: Business practices
Part 3: Multi application media
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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) 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.
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 requires also 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 part of ISO 24014, 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 IFM. Individual operators, consortia of operators, public authorities and
private companies can manage and/or participate in IFMs. An IFM can span country boundaries, and can be
combined with other IFMs. Implementations of IFMSs require security and registration functionalities. This part
of ISO 24014 allows for the distribution of these functions to enable the coordination/convergence of existing
IFMSs to work together.
The overall architecture is the subject of this part of ISO 24014, 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, and particularly the standards for Customer Media (e.g. smart cards), are not
included.
This part of ISO 24014 intends to provide three main benefits.
a) It provides a framework for an interoperable fare management implementation with a minimum of
complexity.
b) 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.
c) It aims to simplify Interoperability between IFMs to the benefit of all stakeholders.
The work has benefited from the architecture work done in Electronic Fee Collection (CEN/TC 278/WG 1) and
other domains, including the following:
ISO/TS 14904, Road transport and traffic telematics — Electronic fee collection (EFC) — Interface
specification for clearing between operators;
ISO/TS 17573, Road Transport and Traffic Telematics — Electronic Fee Collection (EFC) — Systems
architecture for vehicle related transport services;
existing international data security standards.
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DRAFT INTERNATIONAL STANDARD ISO/DIS 24014-1
Public transport — Interoperable fare management system —
Part 1: Architecture
1 Scope
This part of ISO 24014 provides the basis 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 part of ISO 24014 is applicable to bodies in public transport and related services which agree that their
systems need to interoperate.
While this part of ISO 24014 does not imply that existing interoperable fare management systems need to be
changed, it applies, so far as it is practically possible, to extensions of these.
This part of ISO 24014 covers the definition of a conceptual framework, which is independent of organisational
and physical implementation. Any reference within this part of ISO 24014 to organisational or physical
implementation is purely informative.
The objective of this part of ISO 24014 is to define a reference functional architecture for IFMSs and to identify
the requirements that are relevant to ensure 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 Application;
management of Products;
security management;
certification, registration and identification.
This part of ISO 24014 defines the following main elements:
identification of the different IFM-roles in relation to the overall fare management system;
a generic model of IFMS describing the logical and functional architecture and the interfaces within the
system and with other IFMSs;
Use Cases describing the interactions and data flows between the different functional IFM-roles;
security requirements.
This part of ISO 24014 excludes consideration of
the physical Medium and its management;
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
standardisation committees.
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the financial aspects of fare management systems (e.g. customer payments, method of payment,
settlement, apportionment, reconciliation).
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
action list
list of items related to IFM Applications or Products, downloaded to Medium Access Devices (MADs),
processed by the MAD if and when a specific IFM Application or Product referenced in the list is encountered
by that MAD
2.2
actor
a person, an Organisation or another (sub)system playing a coherent set of functions when interacting with
the IFM system within a particular Use Case
2.3
application rules
Application Owner requirements
2.4
application specification
specification of functions, data elements and security scheme according to the Application Rules
2.5
application template
executable technical pattern of the Application Specification
2.6
application
implemented and initialised Application Template
Note 1 to entry: The Application is identified by a unique identifier.
Note 2 to entry: The Application houses Products and other optional Customer information (Customer details,
Customer preferences).
Note 3 to entry: The Application can be fully installed on a customer media or distributed on the customer media and
the IFM back offices
2.7
commercial rules
rules defining the settlement and commission within the IFMS
2.8
component
any piece of hardware and/or software that performs one or more functions in the IFMS
2.9
component provider
anyone who wants to bring a Component to the IFMS
2.10
IFM functional model
Model to define functions of IFM-roles and how they interact.
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2.11
ifm policies
commercial, technical, security and privacy objectives of IFM
2.12
IFM-role
abstract object performing a set of functions in an IFM functional model
2.13
interoperable fare management
includes all the functions involved in the fare management process such as Management of Application,
Products, Security and Certification, Registration and Identification to enable Customers to travel with
participating Service Operators using a single portable electronic medium
2.14
interoperable fare management system
includes all technical, commercial, security and legal elements which enable an Interoperable Fare
Management
2.15
medium
physical carrier of Applications
2.15
message
set of data elements transferred between two IFM-roles
2.16
customer medium
Medium initialised with an Application through an Application contract
2.17
medium access device
MAD
device with the necessary facilities (hardware and software) to communicate with a Customer Medium
2.18
organisation
legal entity covering the functions and implied responsibilities of one or more of the following operational IFM-
roles: Application Owner, Application Retailer, Product Owner, Product Retailer, Service Operator, and
Collection and Forwarding
2.19
pricing rules
rules defining the price and payment / billing relationships to the customer
2.20
product rules
set of Usage, Pricing and Commercial Rules defined by the Product Owner
2.21
product specification
complete specification of functions, data elements and security scheme according to the Product Rules
2.22
product template
technical pattern of the Product Specification
Note 1 to entry: The Product Template is identified by a unique identifier.
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2.23
product
instance of a Product Template stored in an Application
Note 1 to entry: It is identified by a unique identifier and enables the customer to benefit from a service provided by a
Service Operator.
2.24
role
abstract object performing a set of functions
2.25
security policy
Objectives of the IFM to secure the public interests and the assets within the IFM
2.26
set of rules
regulations for achieving IFM Policies expressed as technical, commercial, security and legal requirements
and standards relevant only to the IFMS
2.29
trigger
event that causes the execution of a Use Case
2.30
usage rules
rules defining the usage time, the usage area, the personal status and the type of service
2.31
use case
description of a process, by defining a sequence of actions performed by one or more Actors and by the
system itself
3 Abbreviated terms
IFM Interoperable Fare Management
IFMS Interoperable Fare Management System
PP Protection Profile
PT Public Transport
SSS Security Subsystem
TOE Target Of Evaluation
4 Requirements
The purpose of ISO 24014 is to achieve Interoperability throughout fare management systems, while making
sure that participating companies in public transport remain as commercially free as possible to design their
own implementation in pursuing their own business strategies.
Specific requirements of the IFMS model are as follows.
A Customer shall be able to travel with all participating operators (the seamless journey) using a single
Medium.
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There shall be a capability to extract data appropriate to the revenue-sharing and statistical requirements
of the transport operators.
The same Medium may carry additional Applications; conversely, other media may carry the IFM
Application.
The ticketing methods associated with the App
...
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