https://kantara.atlassian.net/wiki/spaces/uma/pages/134512641/UMA+telecon+20... Agenda - Approve minutes since UMA telecon 2022-06-30 <https://kantara.atlassian.net/wiki/spaces/uma/pages/14352423> - Pensions Dashboard / Open Banking Use-case report, initial discussion - Leadership elections - AOB Attendees - NOTE: As of Sept 15, 2022, quorum <http://kantarainitiative.org/confluence/display/uma/Participant+Roster> is 3 of 5. (Peter, Sal, Alec, Eve, Steve) - Voting: - Alec - Sal - Steve - Non-voting participants: - Hanfei - Regrets: - Quorum: Yes Meeting Minutes Approve previous meeting minutes - Approve minutes of UMA telecon 2022-08-11 <https://kantara.atlassian.net/wiki/spaces/uma/pages/39124993>, UMA telecon 2022-08-25 <https://kantara.atlassian.net/wiki/spaces/uma/pages/45875201>, UMA telecon 2022-09-08 <https://kantara.atlassian.net/wiki/spaces/uma/pages/56459265> , UMA telecon 2022-09-15 <https://kantara.atlassian.net/wiki/spaces/uma/pages/62029825> , UMA telecon 2022-09-22 <https://kantara.atlassian.net/wiki/spaces/uma/pages/62980097> , UMA telecon 2022-09-29 <https://kantara.atlassian.net/wiki/spaces/uma/pages/74055681> , UMA telecon 2022-10-06 <https://kantara.atlassian.net/wiki/spaces/uma/pages/79101953> , UMA telecon 2022-10-13 <https://kantara.atlassian.net/wiki/spaces/uma/pages/85721089> , UMA telecon 2022-10-20 <https://kantara.atlassian.net/wiki/spaces/uma/pages/91193345> , UMA telecon 2022-10-27 <https://kantara.atlassian.net/wiki/spaces/uma/pages/97353729> , UMA telecon 2022-11-03 <https://kantara.atlassian.net/wiki/spaces/uma/pages/107544577> , UMA telecon 2022-11-10 <https://kantara.atlassian.net/wiki/spaces/uma/pages/110166017> , UMA telecon 2022-11-24 <https://kantara.atlassian.net/wiki/spaces/uma/pages/115638273> , UMA telecon 2022-12-01 <https://kantara.atlassian.net/wiki/spaces/uma/pages/118784001> , UMA telecon 2022-12-08 <https://kantara.atlassian.net/wiki/spaces/uma/pages/119406593> , UMA telecon 2022-12-15 <https://kantara.atlassian.net/wiki/spaces/uma/pages/124715072> , UMA telecon 2023-01-05 <https://kantara.atlassian.net/wiki/spaces/uma/pages/130711553> - Alec moves to approve, Sal and Steve 2nd and 3rd it! Motion Passes!! Topics Pensions Dashboard / Open Banking Use-case report, initial discussion Draft will be worked on here: Pension Dashboard Use-Case Report <https://kantara.atlassian.net/wiki/spaces/uma/pages/135659525> Goals: - show UMA being used for a financial section use-case - UMA implementation and applications - UMA value add to this solution - keep it under 10 pages Audience? Technical or not? Let’s keep it general/accessible and then put technical information into the appendix Should we follow the TOC of Julie Adam’s use case? 1. Why Read This Report 2. Intro to use case and data-sharing implication/challenges that need to be addressed - individuals have a pension managed by each company they work for, companies have pension partners that manage it for them 3. The Nuts and BOLTS of Policy and How It Impacts Julie’s Journey – need to look into the UK landscape and what BOLTS are relevant here - sharing or PI during find, the finding of advisors - 4. Overview of the Pensions Dashboard solution + how it uses UMA - pension provider registration, dashboard registration, user and advisor identity - find pensions (not uma), pension registration (uma fedz), pension management + delegation (@the uma as), pension viewing (Uma grant) - not happy paths 5. UMA vs OAuth – what UMA enabled, why UMA - multiple RSs, federated RSs, delegation/RqP/resource-sharing, self-management of access policy, clients stay unaware of authorization/policy - it’s not OIDC or identity federation, it’s data access - without getting too technically deep! 6. Conclusion, extension to openbanking + other use cases, comparison to other places Appendix A: Kantara + pensions dashboards programme relationship (About This Report and the Standards Mentioned) Appendix B: References/ Bibliography Appendix C+: as needed if we want to get into tech/other details https://kantara.atlassian.net/wiki/spaces/uma/pages/134512641/UMA+telecon+20... Pension Dashboard/Viewer (many, B2C) *- Pension Authorization Service (1 operated by Gov?, G2C) 1-* Pension Providers (B2B, B2C) Alec will email the Pensions Dashboard folks to inform them of our intention. UMA leadership elections upcoming Sal nominates Alec to stay in the chair role. Sal nominates Steve to remain in the Vice-Chair role Hearing no objection. Passes by Acclamation! AOB - NIST 800-63 rev 4 draft is out: NIST Special Publication (SP) 800-63-4 (Draft), Digital Identity Guidelines <https://csrc.nist.gov/publications/detail/sp/800-63/4/draft> - Kantara + Better ID Coalition info session coming up on the Jan 24th - Will have it on our Agenda sometime in Feb, once we’ve had some time to read and digest