SIST EN ISO 24014-1:2021
(Main)Public transport - Interoperable fare management system - Part 1: Architecture (ISO 24014-1:2021)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO 24014-1:2021)
This document gives guidelines for the development of multi-operator/multi-service interoperable
public surface (including subways) transport fare management systems (IFMSs) on a national and
international level.
This document is applicable to bodies in public transport and related services which agree that their
systems need to interoperate.
This document defines a conceptual framework which is independent of organizational and physical
implementation. Any reference within this document to organizational or physical implementation is
purely informative.
This document defines a reference functional architecture for IFMSs and establishes the requirements
that are relevant for ensuring interoperability between several actors in the context of the use of
electronic tickets.
The IFMS includes all the functions involved in the fare management process, such as:
— management of media,
— management of applications,
— management of products,
— security management, and
— certification, registration, and identification.
This document defines the following main elements:
— identification of the different sets of functions in relation to the overall IFMS and services and media
from non-transport systems which interact with fare management systems;
— a generic model of an IFMS describing the logical and functional architecture and the interfaces
within the system, with other IFMSs and with services and media from non-transport systems;
— use cases describing the interactions and data flows between the different sets of functions;
— security requirements.
In its annexes, this document provides a framework for mobility platforms that integrate fare
management and travel information for inter- and multimodal travel (see Annex A). It also elaborates
on specific subjects covered in document and offers some national examples with regard to IFMS
implementations (see Annex B, Annex C, Annex D and Annex E).
This document does not define:
— the technical aspects of the interface between the medium and the medium access device;
— the data exchanges between the medium and the medium access device;
NOTE The data exchanges between the medium and the medium access device are proposed by other
standardization committees.
— the financial aspects of fare management systems (e.g. customer payments, method of payment,
settlement, apportionment, reconciliation).
Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur (ISO 24014-1:2021)
Transport public -- Système de gestion tarifaire interopérable -- Partie 1: Architecture (ISO 24014-1:2021)
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).
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO 24014-1:2021)
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 24014-1:2021
01-maj-2021
Nadomešča:
SIST EN ISO 24014-1:2016
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura (ISO
24014-1:2021)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO
24014-1:2021)
Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur
(ISO 24014-1:2021)
Transport public -- Système de gestion tarifaire interopérable -- Partie 1: Architecture
(ISO 24014-1:2021)
Ta slovenski standard je istoveten z: EN ISO 24014-1:2021
ICS:
03.220.01 Transport na splošno Transport in general
35.240.60 Uporabniške rešitve IT v IT applications in transport
prometu
SIST EN ISO 24014-1:2021 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN ISO 24014-1:2021
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SIST EN ISO 24014-1:2021
EN ISO 24014-1
EUROPEAN STANDARD
NORME EUROPÉENNE
January 2021
EUROPÄISCHE NORM
ICS 03.220.01; 35.240.60 Supersedes EN ISO 24014-1:2015
English Version
Public transport - Interoperable fare management system -
Part 1: Architecture (ISO 24014-1:2021)
Transport public - Système de gestion tarifaire Öffentlicher Verkehr - Interoperables
interopérable - Partie 1: Architecture (ISO 24014- Fahrgeldmanagement System - Teil 1: Architektur (ISO
1:2021) 24014-1:2021)
This European Standard was approved by CEN on 19 November 2020.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 24014-1:2021 E
worldwide for CEN national Members.
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SIST EN ISO 24014-1:2021
EN ISO 24014-1:2021 (E)
Contents Page
European foreword . 3
2
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SIST EN ISO 24014-1:2021
EN ISO 24014-1:2021 (E)
European foreword
This document (EN ISO 24014-1:2021) has been prepared by Technical Committee ISO/TC 204
"Intelligent transport systems" in collaboration with Technical Committee CEN/TC 278 “Intelligent
transport systems” the secretariat of which is held by NEN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by July 2021, and conflicting national standards shall be
withdrawn at the latest by July 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN ISO 24014-1:2015.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 24014-1:2021 has been approved by CEN as EN ISO 24014-1:2021 without any
modification.
3
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SIST EN ISO 24014-1:2021
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SIST EN ISO 24014-1:2021
INTERNATIONAL ISO
STANDARD 24014-1
Third edition
2021-01
Public transport — Interoperable fare
management system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
Reference number
ISO 24014-1:2021(E)
©
ISO 2021
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2021
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Contents Page
Foreword .vi
Introduction .vii
1 Scope . 1
2 Normative references . 2
3 Terms and definitions . 2
4 Abbreviated terms . 6
5 Requirements . 6
6 System environment for IFMS . 7
6.1 General . 7
6.2 Mobility platforms . 7
7 Conceptual framework for IFMS . 7
7.1 General . 7
7.2 Description of IFM roles and external roles. 8
7.3 Basic framework of the generic IFM functional model .12
8 Use case description for the IFM functional model .13
8.1 Description of IFM-roles and external roles .13
8.2 Define set of rules .14
8.2.1 General.14
8.2.2 Define set of rules for Customer accounts .14
8.2.3 Define set of rules for media .14
8.2.4 Define set of rules for ID services . .15
8.2.5 Define set of rules for payment services .15
8.3 Certification .15
8.3.1 General.15
8.3.2 Certification of organizations .16
8.3.3 Certification of components .16
8.3.4 Certification of media .16
8.3.5 Certification of ID services .16
8.3.6 Certification of payment services .17
8.3.7 Certification of application specifications and templates .17
8.3.8 Certification of product specifications and templates .17
8.4 Interaction with external objects .18
8.4.1 General.18
8.4.2 Interaction with external media .18
8.4.3 Interaction with external applications.19
8.4.4 Interaction with external ID services .20
8.4.5 Interaction with external payment services .21
8.5 Registration .22
8.5.1 General.22
8.5.2 Registration of organizations .22
8.5.3 Registration of components .22
8.5.4 Registration of ID services .22
8.5.5 Registration of customer accounts .23
8.5.6 Registration of payment services .24
8.5.7 Registration of media .24
8.5.8 Registration of customer media .24
8.5.9 Registration of application templates . .25
8.5.10 Registration of applications .25
8.5.11 Registration of product templates .25
8.5.12 Registration of products .25
8.6 Managing ID services .26
© ISO 2021 – All rights reserved iii
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
8.6.1 General.26
8.6.2 Enrolment and update of Customer ID data via an application form .26
8.6.3 Enrolment and update of Customer ID data via an external ID service .27
8.6.4 Update of Customer ID data via an online account .27
8.6.5 Re-use of incumbent Customer ID data .28
8.6.6 Management and maintenance of Customer ID data .28
8.6.7 Providing the ID service to IFMS internal and external organizations .29
8.7 Management of customer accounts .29
8.7.1 General.29
8.7.2 Secure login to customer online accounts .30
8.7.3 Connect/disconnect customer media to/from the customer online account .30
8.7.4 Transfer of products between connected customer media .31
8.7.5 Connect system generated account with a customer account.32
8.7.6 Termination of customer accounts .32
8.8 Management of customer media .33
8.8.1 General.33
8.8.2 Provisioning of media .33
8.8.3 Termination of customer media .34
8.9 Management of applications .35
8.9.1 General.35
8.9.2 Dissemination of application templates .35
8.9.3 Acquisition of applications .36
8.9.4 Termination of application templates .36
8.9.5 Termination of applications .37
8.10 Management of products .38
8.10.1 Dissemination of product templates .38
8.10.2 Termination of product templates .39
8.10.3 Management of action lists .40
8.10.4 Acquisition of products .40
8.10.5 Modification of product parameters .40
8.10.6 Termination of products.41
8.10.7 Use and inspection of products .41
8.10.8 Collection of data .42
8.10.9 Forwarding data .43
8.10.10 Generation and distribution of clearing reports .43
8.11 Security management .44
8.11.1 General.44
8.11.2 Monitoring of IFM processes and IFM data life cycle .44
8.11.3 Management of IFM security keys .45
8.11.4 Management of security lists .45
8.12 Customer Service management (optional) .48
9 System interface identification .48
10 Identification .48
10.1 General .48
10.2 Numbering scheme .48
10.3 Prerequisites .49
10.3.1 There is one Registrar within the IFMS. .49
10.3.2 All objects, e.g. templates and components, have an owner who is one of
the actors in the IFMS. .49
10.3.3 The identification of the application and product shall be as short and
compact as possible due to the minimization of the transaction time
between the customer medium and the MAD. .49
11 Security in IFMSs .49
11.1 General .49
11.2 Protection of the interests of the public .49
11.3 Assets to be protected .50
11.4 General IFM security requirements .50
iv © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Annex A (informative) Mobility Platform – German example .52
Annex B (informative) Pay-As-You-Go (PAYG) roles and relationships in an IFMS.57
Annex C (informative) Mobility ID service example .63
Annex D (informative) Examples of IFMS implementations .73
Annex E (informative) Media centric management and back-office centric management .79
Bibliography .81
© ISO 2021 – All rights reserved v
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 204, Intelligent transport systems, in
collaboration with the European Committee for Standardization (CEN) Technical Committee CEN/TC
278, Intelligent transport systems, in accordance with the Agreement on technical cooperation between
ISO and CEN (Vienna Agreement).
This third edition cancels and replaces the second edition (ISO 24014-1:2015), which has been
technically revised.
The main changes compared to the previous edition are as follows:
— in order to prepare compatibility of Interoperable Fare Management (IFM) systems with mobility
platforms encompassing the entire mobility service chain, functions and roles known from IFM are
expanded; and
— new roles are introduced to operate mobility platforms.
A list of all parts in the ISO 24014 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
vi © ISO 2021 – All rights reserved
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SIST EN ISO 24014-1:2021
ISO 24014-1:2021(E)
Introduction
Fare management (FM) encompasses all the processes designed to manage the distribution and use of
fare products in a public transport environment.
Fare management is called interoperable (IFM) when it enables the customer to use a portable electronic
medium (e.g. a contact/contactless smart card or a Near Field Communications mobile device) with
compatible equipment (e.g. at stops, with retail systems, at platform entry points or on board vehicles).
IFM concepts can also be applied to fare management systems not using electronic media.
Potential benefits for the customer include reductions in queuing, special and combined fares, one
medium for multiple applications, loyalty programmes and seamless journeys.
There are two main changes in this edition of this document compared to the previous edition. Firstly,
in order to prepare compatibility of IFM systems with mobility platforms encompassing the entire
mobility service chain, functions and roles known from IFM are expanded. Secondly, new roles are
introduced to operate mobility platforms. These new roles should
...
SLOVENSKI STANDARD
oSIST prEN 24014-1:2020
01-april-2020
Javni prevoz - Interoperabilni sistem vodenja (pre)voznin - 1. del: Arhitektura
(ISO/DIS 24014-1:2020)
Public transport - Interoperable fare management system - Part 1: Architecture (ISO/DIS
24014-1:2020)
Öffentlicher Verkehr - Interoperables Fahrgeldmanagement System - Teil 1: Architektur
(ISO/DIS 24014-1:2020)
Transport public -- Système de gestion tarifaire interopérable -- Partie 1: Architecture
(ISO/DIS 24014-1:2020)
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
prometu
oSIST prEN 24014-1:2020 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN 24014-1:2020
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oSIST prEN 24014-1:2020
DRAFT INTERNATIONAL STANDARD
ISO/DIS 24014-1
ISO/TC 204 Secretariat: ANSI
Voting begins on: Voting terminates on:
2020-02-21 2020-05-15
Public transport — Interoperable fare management
system —
Part 1:
Architecture
Transport public — Système de gestion tarifaire interopérable —
Partie 1: Architecture
ICS: 35.240.60; 03.220.01
THIS DOCUMENT IS A DRAFT CIRCULATED
This document is circulated as received from the committee secretariat.
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
ISO/CEN PARALLEL PROCESSING
BEING ACCEPTABLE FOR INDUSTRIAL,
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 24014-1:2020(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
©
PROVIDE SUPPORTING DOCUMENTATION. ISO 2020
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oSIST prEN 24014-1:2020
ISO/DIS 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
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
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oSIST prEN 24014-1:2020
ISO/DIS 24014-1:2020(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Terms and definitions . 2
3 Abbreviated terms . 5
4 Requirements . 5
5 System environment for IFMS . 6
5.1 Mobility platforms . 7
6 Conceptual framework for IFMS . 7
6.1 Description of IFM-roles and external roles . 8
6.2 Basic framework of the generic IFM functional model .12
7 Use case description for the IFM functional model .13
7.1 Define set of rules .14
7.1.1 Define set of rules for customer accounts .14
7.1.2 Define set of rules for media .14
7.1.3 Define set of rules for ID Services .14
7.1.4 Define set of rules for payment services .15
7.2 Certification .15
7.2.1 Certification of organizations .15
7.2.2 Certification of components .16
7.2.3 Certification of media .16
7.2.4 Certification of ID services .16
7.2.5 Certification of payment services .16
7.2.6 Certification of application specifications and templates .17
7.2.7 Certification of product specifications and templates .17
7.3 Interaction with external objects .17
7.3.1 Interaction with external media .18
7.3.2 Interaction with external applications.19
7.3.3 Interaction with external ID services .19
7.3.4 Interaction with external payment services .20
7.4 Registration .21
7.4.1 Registration of organizations .21
7.4.2 Registration of components .22
7.4.3 Registration of ID services .22
7.4.4 Registration of customer accounts .22
7.4.5 Registration of payment services .23
7.4.6 Registration of media .23
7.4.7 Registration of customer media .24
7.4.8 Registration of application templates . .24
7.4.9 Registration of applications .24
7.4.10 Registration of product templates .24
7.4.11 Registration of products .25
7.5 Managing ID services .25
7.5.1 Enrolment and update of Customer ID data via application form .25
7.5.2 Enrolment and update of Customer ID data via an external ID service .26
7.5.3 Update of Customer ID data via an online account .26
7.5.4 Re-use of incumbent Customer ID data .27
7.5.5 Management and maintenance of Customer ID data .27
7.5.6 Providing the ID service to IFMS-internal and external organizations .28
7.6 Management of customer accounts .28
7.6.1 Secure login to Customer online accounts .29
7.6.2 Connect/disconnect customer media to/from the customer online account .29
© ISO 2020 – All rights reserved iii
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oSIST prEN 24014-1:2020
ISO/DIS 24014-1:2020(E)
7.6.3 Transfer of products between connected customer media .30
7.6.4 Connect system generated account with a customer account.30
7.6.5 Termination of customer accounts .31
7.7 Management of customer media .31
7.7.1 Provisioning of media .32
7.7.2 Termination of customer media .32
7.8 Management of applications .33
7.8.1 Dissemination of application templates .33
7.8.2 Acquisition of applications .34
7.8.3 Termination of application templates .34
7.8.4 Termination of applications .35
7.9 Management of products .36
7.9.1 Dissemination of product templates .36
7.9.2 Termination of product templates .36
7.9.3 Management of action lists .37
7.9.4 Acquisition of products .38
7.9.5 Modification of product parameters .38
7.9.6 Termination of products.38
7.9.7 Use and inspection of products .39
7.9.8 Collection of data .40
7.9.9 Forwarding data .41
7.9.10 Generation and distribution of clearing reports .41
7.10 Security management .42
7.10.1 Monitoring of IFM processes and IFM data life cycle .42
7.10.2 Management of IFM security keys .43
7.10.3 Management of security lists .43
7.11 Customer Service management (optional) .46
8 System interface identification .46
9 Identification .46
9.1 General .46
9.2 Numbering scheme .46
9.3 Prerequisites .47
10 Security in IFMSs .47
10.1 Protection of the interests of the public .47
10.2 Assets to be protected .48
10.3 General IFM security requirements .48
Annex A (informative) Mobility Platform – German example .50
Annex B (informative) Pay-As-You-Go (PAYG) roles and relationships in an IFMS.55
Annex C (informative) Mobility ID service example .60
Annex D (informative) Examples of IFMS implementations .69
Annex E (informative) Media centric management and back-office centric management .76
Bibliography .79
iv © ISO 2020 – All rights reserved
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oSIST prEN 24014-1:2020
ISO/DIS 24014-1:2020(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
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ISO/IEC JTC 1.
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The committee responsible for this document is ISO/TC 204, Intelligent transport systems.
ISO 24014-1 was prepared by ISO/TC 204, Intelligent transport systems.
This third edition cancels and replaces the second edition (ISO 24014-1:2015), which has been enhanced
in order to reflect recent trends in Public Transportation and needs for collaboration with systems and
applications from other market sectors.
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
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ISO/DIS 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 NFC 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.
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 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 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 TC204 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 system 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 its informative annex, this part of ISO 24014 provides a framework for mobility platforms that
integrate fare management and travel information for inter- and multimodal travel.
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DRAFT INTERNATIONAL STANDARD ISO/DIS 24014-1:2020(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.
This part of ISO 24014 covers the definition of a conceptual framework which is independent
of organizational and physical implementation. Any reference within this part of ISO 24014 to
organizational 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 media,
— management of applications,
— 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 and
services and media from non-transport systems which interact with fare management systems;
— a generic model of 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 set of functions;
— security requirements.
This part of ISO 24014 excludes consideration of the following:
— 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.
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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
The following terms and definitions apply.
2.1
account-based ticketing (ABT)
Architectural approach that stores products in the IFM system’s back office (i.e. the customer’s personal
account or a temporary account) and not in the customer medium. The customer medium carries
authentication credentials and an application that contains references to the account-based products in
the back office.
2.2
action list
list of items related to IFM applications or products (2.28) downloaded to medium access devices (2.22)
(MADs) processed by the MAD if and when a specific IFM application or product referenced in the list is
encountered by that MAD
2.3
actor
person, an organization (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)
2.4
application rules
application owner requirements
2.5
application specification
specification of functions, data elements, and security scheme according to the application rules (2.4)
2.6
application template
executable technical pattern of the application specification (2.5)
2.7
application
implemented and initialised application template (2.6)
Note 1 to entry: The application may host one or more products and may support functions which identify and
protect the access to these products. For ABT- and ID-based architectures, the application may reside partly in
the customer medium (identification and access control function) and partly in the IFM-back office (products).
Note 2 to entry: The application is identified by a unique identifier.
Note 3 to entry: The application may house products (2.28) and other optional customer information (customer
details, customer preferences).
Note 4 to entry: The application can be fully installed on a customer media or distributed on the customer media
and the IFM back offices.
2.8
commercial rules
rules defining the settlement and commission within the IFMS
2.9
component
any piece of hardware and/or software that performs one or more functions in the IFMS
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