BS PD ISO TR 19639-2015 Electronic fee collection Investigation of EFC standards for common payment schemes for multimodal transport services《电子收费 多式联运服务通用支付方案的电子收费标准研究》.pdf

1、BSI Standards Publication Electronic fee collection Investigation of EFC standards for common payment schemes for multi-modal transport services PD ISO/TR 19639:2015National foreword This Published Document is the UK implementation of ISO/TR 19639:2015. The UK participation in its preparation was en

2、trusted to Technical Committee EPL/278, Intelligent transport systems. A list of organizations represented on this committee can be obtained on request to its secretary. This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct app

3、lication. The British Standards Institution 2015. Published by BSI Standards Limited 2015 ISBN 978 0 580 89184 7 ICS 03.220.20; 35.240.60 Compliance with a British Standard cannot confer immunity from legal obligations. This Published Document was published under the authority of the Standards Polic

4、y and Strategy Committee on 30 November 2015. Amendments/corrigenda issued since publication Date Text affected PUBLISHED DOCUMENT PD ISO/TR 19639:2015 ISO 2015 Electronic fee collection Investigation of EFC standards for common payment schemes for multi- modal transport services Perception du tlpag

5、e Recherche sur les normes de perception du tlpage pour des schmas de paiement communs pour les services multimodaux de transport TECHNICAL REPORT ISO/TR 19639 Reference number ISO/TR 19639:2015(E) First edition 2015-10-01 PD ISO/TR 19639:2015 ISO/TR 19639:2015(E)ii ISO 2015 All rights reserved COPY

6、RIGHT 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, w

7、ithout prior written permission. Permission can be requested from either ISO at the address below or ISOs 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 copyrightiso.org www.

8、iso.org PD ISO/TR 19639:2015 ISO/TR 19639:2015(E)Foreword iv Introduction v 1 Scope . 1 2 Normative references 1 3 T erms and definitions . 1 4 Abbreviations. 3 5 Background and context . 3 5.1 Various EFC systems 3 5.2 Consideration of EFC architecture and models. 4 5.2.1 General 4 5.2.2 Role model

9、 (ISO 17573:2010) . 4 5.2.3 Comparison 5 5.3 Consideration of different account type systems 6 6 Consideration of On-board account EFC 6 6.1 Role model 6 6.2 Computational architecture . 7 6.2.1 Central account EFC 7 6.2.2 On-board account EFC 7 6.3 EFC system behaviour for On-board account EFC incl

10、uding payment means . 8 6.3.1 EFC Architecture standard (ISO 17573:2010) . 8 7 Consideration for multi-modal transport services 10 7.1 General 10 7.2 System architecture for Payment means issued in EFC regime (Case 1) .11 7.2.1 Computational architecture 11 7.2.2 Architecture of EFC systems for comm

11、on payment scheme .12 7.3 System architecture for Payment means issued in Public transport regimes (Case 2) .14 7.3.1 Computational architecture 14 7.3.2 Architecture of EFC systems for common payment scheme .14 7.4 System architecture for Payment means issued in Electronic money regimes (Case 3) 16

12、 7.4.1 Computational architecture 16 7.4.2 Architecture of EFC systems for common payment scheme .16 8 Conclusions and recommendations 18 8.1 General 18 8.2 Main findings .18 8.3 Recommendations for the EFC architecture standard (ISO 17573:2010) .19 8.4 Recommendations for new work items20 8.4.1 App

13、lication interface for reloading .20 8.4.2 Information exchange between Toll service provider and Payment Means Issuer . 20 8.4.3 Requirements of Payment means for EFC use .20 Annex A (informative) Various EFC systems 22 Annex B (informative) Examples of EFC systems using payment means .23 Annex C (

14、informative) Examples of Multi-modal transport services in operation28 Annex D (informative) Open payment system for common central payment.30 Annex E (informative) Examples of the common usage of payment means .32 Bibliography .34 ISO 2015 All rights reserved iii Contents Page PD ISO/TR 19639:2015

15、ISO/TR 19639:2015(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

16、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

17、 (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

18、 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 iden

19、tifying 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 conven

20、ience 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 ISOs adherence to the WTO principles in the Technical Barriers to Trade (TBT) see the following URL: Foreword

21、- Supplementary information The committee responsible for this document is ISO/TC 204, Intelligent transport systems.iv ISO 2015 All rights reserved PD ISO/TR 19639:2015 ISO/TR 19639:2015(E) Introduction On-board account payment means are used, e.g., in public transport systems and in some electroni

22、c fee collection (EFC) systems. It is expected that the deployment of on-board account payment scheme will grow, as it has little dependence on the communication network and as it potentially can provide users with a common payment means for a range of multi-modal transport services. This Technical

23、Report (TR) provides an analysis of the specific requirements of common payment schemes within the framework of EFC systems as outlined in the existing EFC standards. The Technical Report does this by providing more specific information about the Payment means (such as IC cards) and the interfaces b

24、etween Payment means and the other parts of an EFC system (see e.g. the previous edition of the ISO/TS 17573:2003). Payment means and Payment means Issuer are described in ISO 17573:2010, the latest version of the EFC architecture role model, hence allowing for the usage of the Payment means of the

25、EFC On-board account for payment for other services. This Technical Report provides for an additional information (e.g. requirements, descriptions) relevant to the role of Payment means Issuer and information flows. The motivation for this Technical Report is as follows: On-board account based EFC s

26、ystems using payment means are widely adopted in many countries in Asia. In several of these countries, payment means are already used or planned to be used for both for the EFC and for the public transport services. Central account based EFC systems are widely adopted in many European countries and

27、 in the USA. Payment means used in such EFC systems can also be used in the common payment scheme (i.e. for the payment for other services). Though there is a description of interaction between Toll charging environment and Financial system in the ISO 17573:2010, to provide for the On-board account

28、EFC system used in the common payment schemes, additional information, relevant to the interactions between the Financial system and the Toll charging environment (i.e. interface between the Toll charging environment and objects outside of this environment), is required. The following are the envisa

29、ged benefits of the common usage of payment means in ITS and EFC services: greater convenience of transport usage both for EFC and for public transport; enhanced multi-modal transport, more cost-effective, efficient and environmentally friendly. ISO 2015 All rights reserved v PD ISO/TR 19639:2015 El

30、ectronic fee collection Investigation of EFC standards for common payment schemes for multi-modal transport services 1 Scope Common payment scheme for multi-modal transport services, such as toll roads and public transport, are implemented all over the world. These systems are often based on a commo

31、n payment medium, e.g. IC cards, for use in more than one transport service. The aim of this Technical Report is to analyse the existing set of EFC standards for their suitability for using common payment media for multi-modal transport services, where applicable identify standardisation gaps and to

32、 make proposals for such EFC standardisation projects. This includes definition of additional information to be exchanged among the related entities and to define the specific requirements for common payment scheme. The scope of this Technical Report includes: investigation of a suitable model for E

33、FC systems and other transport services; identification of the required interface definitions between the EFC and the public transport services including e-money services; identification of additional needs for additional EFC related information exchange among the related entities; provision of guid

34、ing information to be considered in revisions of EFC standards. The scope includes all types of EFC systems, i.e. including both DSRC based EFC and autonomous EFC systems, and both pre-pay type and post-pay type. Service related information of both public transport and e-money are outside the scope

35、of this Technical Report. 2 Normative references None. 3 T erms a nd definiti ons For the purposes of this document, the following terms and definitions apply. 3.1 central account payment means, e.g. electronic values or number of passages in an EFC system, stored in a central system operated by the

36、 Toll Service Provider 3.2 clearing house organisation re-allocating value generated in the payment system between the various actors, enabling these actors to execute settlement TECHNICAL REPORT ISO/TR 19639:2015(E) ISO 2015 All rights reserved 1 PD ISO/TR 19639:2015 ISO/TR 19639:2015(E) 3.3 EFC ar

37、chitecture description of the key elements of an EFC system, their functions, and the interrelationships among the elements SOURCE: ISO 22902-1:2006, 3.1.8 modified 3.4 EFC information exchange exchange of EFC related information between EFC actors 3.5 electronic-money value having its equivalence i

38、n real money, electronically stored e.g. on a bank account or an IC-card, which thus can be used by the user for payments 3.6 fare collection regime set of rules, including enforcement rules, governing the fare system in the public transport domain 3.7 integrated circuit card IC card card containing

39、 electronic components performing processing or memory functions and with the capability to communicate with an interrogator Note 1 to entry: Contact IC cards are specified in the ISO/IEC 7816 suite of standards, contactless proximity IC cards are specified in the ISO/IEC 14443 suite of standards, c

40、ontactless near-field communication IC cards are specified in ISO/IEC 18092 and ISO/IEC 21481, whereas contactless vicinity IC cards are specified in ISO/IEC 15693 suite of standards. Note 2 to entry: All references to an IC card are understood to be references to the IC of the card and not to any o

41、ther storage on the card (e.g. magnetic stripe). 3.8 issuer entity responsible for issuing the payment means to the user 3.9 on-board account payment means, e.g. electronic values, tokens or evidence of passage in an EFC system, stored on-board the payment media held by the user, such as on-board eq

42、uipment or an IC card 3.10 payment means value (e.g. cash or stored electronic values), a reference to a central account or a credit card account number or a contract (e.g. a ticket) that gives the user access to available services 3.11 payment medium the carrier of payment means, such as paper tick

43、et, IC-card, smart phone or on-board unit (OBU) 3.12 prebilling operator entity for clearing of billing data and for informing on payment claims to issuers 3.13 public transport services shared passenger transport service which is available for use by the general public, such as buses, trams or trai

44、ns2 ISO 2015 All rights reserved PD ISO/TR 19639:2015 ISO/TR 19639:2015(E) 3.14 toll regime set of rules, including enforcement rules, governing the collection of toll in a toll domain SOURCE: ISO 17573: 2010, 3.20 4 Abbreviations DSRC Dedicated Short Range Communications EFC Electronic Fee Collecti

45、on ETC Electronic Toll Collection ERP Electronic Road Pricing ITS Intelligent Transport Systems OBU On-Board Unit ODP Open Distributed Processing RUC Road User Charging HGV Heavy Good Vehicle ICC Integrated Circuit card, IC card WAN Wide Area Network 5 Background and context 5.1 Various EFC systems

46、EFC systems have been introduced all over the world and have become one of the fundamental services of Intelligent Transport Systems (ITS). Regardless of the same type of the service provided, the technical and operational aspects across the existing EFC systems vary (e.g. classification of the char

47、ging methods for the DSRC based systems and autonomous systems or account methods for the Central account and On-board account). A comparison between European EFC and Asian EFC is provided in Table 1. In Europe, both DSRC based and Autonomous systems are in operation. In Asia, currently the EFC syst

48、ems deployed are based on DSRC, the introduction of Autonomous systems is being studied. The majority of the EFC systems in Asia use an On-board account method, while most of the European EFC systems use the Central account method. An OBU is used as Payment means in EFC systems in Europe, while an I

49、C card in systems in Asia. The issuer of the Payment means is the issuer of the card. In terms of the systems in Asia, this applies to banks, credit card companies and road operators. In Europe, service providers, banks or the toll road operators issue the OBU to the user, while in Asia the user usually purchases (and owns) the OBU. Interoperability with public transports will be realized by utilizing the common use Payment means in Asia. ISO 2015 All rights reserved 3 PD ISO/TR 19639:2015 ISO/TR 19639:2015(E