More Related Content Similar to Oracle BPM Adaptive Case Management 2014 (20) More from Bizagi Inc (13) Oracle BPM Adaptive Case Management 20141. BPM and
Adaptive Case Management
with Oracle BPM Suite 11g
David Webber
NIEM and Open Data Team Lead
April, 2014
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The following is intended to outline Oracle general product
direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment to
deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any features or
functionality described for Oracle‟s products remains at the sole
discretion of Oracle.
Disclaimer Notice
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Adaptive Case Management
Business processes with high degree of entry/exit points
– Each instance may require different processing pathway
Guided process flow rather than fixed/mandated process flow
Event driven
Context/Content driven
Knowledge worker driven
– Difficult to translate all knowledge into a set of structured flows
Ad-hoc inclusion of new participants to resolve unforeseen needs
Key Attributes
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Example Adaptive Case Management
Use Cases
Extending PeopleSoft to handle Claims
Management (Disability, etc.)
Extending Incident Reporting with Case
Management for Investigators
Credit Card Dispute Case Management
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Typical Business Process Flow + Swimlanes
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Actual Case-based Process Flow
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BPMN of Case-based Process Flow
Content
Management is key
requirement
Based on the nature of the
case, every instance may
flow in a completely
different way
Activities may be performed in
any order
Difficult to
address flows
using just one
BPMN model
Humans Decide
Mix of Structured
and Unstructured
flow
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Need an approach something like this …
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Case Model
Assessment Investigation Resolution
CSR
Analysts
Investigators
Prepare Case
Initial
Assessment
Notify Customer
Request
Documents
Review
Documents
Review
Documents
Request
Documents
Background
Check
Initiate Fraud
Investigation
Compensate
Customer
Notify Customer
Each Milestone marks
progression of a case
Activities – system
guided or human
controlled
Case
Participants
(Stakeholders)
Activities – can be
repeatable
Activities assigned controlled by
permissions and rules
Activity can be a
structured process or a
task
Stakeholders perform appropriate Activities as required
by the needs of the Case to achieve desired outcome(s)
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Milestones
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Adaptive Case Management in Oracle BPM
Layered on proven Oracle BPM platform
– No new tools and technologies to learn
– Same infrastructure and project life-cycle
management as Oracle BPM
Declarative, event-driven and rules-driven model
Ability to mix structured and unstructured process
to create highly flexible and adaptive business
processes
Inherits all the platform features including the
wide selection of technology and application
adapters
An Overview
SOA Infrastructure
BPMN OBR
Human
Task
Notification
Web Center
Content
EDN ADF-BC
Case Engine
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Case
Events
Content
Activities
Data
Policies
Stake-
holders
Key Features Events
– Event-driven
– System and user-defined events
Content
– WebCenter Content & CMIS repository integration
Activities
– Configurable at design time and runtime
– BPMN, Human Tasks, Custom
Data
– Business Objects
– External
Policies
– Oracle Business Rules
Stakeholders
– Flexible stakeholder model
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Adaptive Case Management
Case
Activities, Events, Stakehol
ders and Permissions
Runtime management of
above concepts
User driven task
decomposition
CMIS support to work with
multiple content stores
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Case Documents
Content can be managed via case
interface
Or directly via CMS
Integration with other CMS based on
CMIS
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Case Events and Milestones
Lifecycle Events
Activity Events
Documents Events
Data Events
Milestone Events
User Defined Events
with ad-hoc process flow
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BPM Dashboard Process Tracking/Auditing
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Case Activities
What are case activities?
– BPMN processes
– Human tasks
– Custom
Out of the box custom Activities
– Simple human task
– Notification
Activities can be conditional
Activities can be manual or automatic
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Case Policies & Constraints
Govern Case progression
– When tasks should be
available and removed
– When milestones should be
marked as attained
Oracle Business Rules
– Pre-created dictionary
– Facts pre-defined for case
data
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Enhanced Business Rules
• Business Policies
• Flexible Processes with
dynamic binding
• Approval and Task routing
• Flexible case handling
• Rule Testing
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Stakeholders and Permissions
Flexible stakeholder model
Case Type specific and Case Instance specific
stakeholders
What each stakeholder can do is defined using
OPSS permission model
Flexible „permission tag‟
– Each permission has a read and write privilege
– Permission tag can be associated with
documents, comments, stakeholders, case activities
– Can be attached at time of creation or later
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Case Workspace
Case Listing
Advanced Search Audit Trail
Activities
Pin/Unpin Listing
Case Data Forms
Case Milestones
Stakeholders
User CommentsUser Defined Events
Case Documents
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Summary
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Value Proposition
Rapid and Agile solutions delivery with Oracle BPM for today‟s
collaborative application needs
Delivery via mobile, web and desktop systems
Supports wide range of typical forms needs (e.g. HTML, PDF, Excel)
Can integrate with cloud applications (e.g. geospatial, calendaring, etc)
Highly scalable light weight approach
Leverages SOA Suite for connectivity with web services
Standards based integration approach using XML and JSON
Secure information sharing with audit trails and reporting tools
Oracle BPM with Adaptive Case Management
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End-to-end Process Analytics
Monitoring system
health
• Monitor workload and
performance characteristics
• Identify instances requiring
attention
Deriving business
insights
• Collect business metrics
• Perform slice-dice and drill-
down analysis on business
metrics, Track KPIs, Configure
Alerts
Process improvements
•Build and run what-if analysis
scenarios.
• Roundtrip simulation
• Analyze results on
dashboards and reports
Strategic & trend
analysis
• Trend analysis of process
metrics
• Business correlations and
cross- LOB analysis
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Resources and Links
YouTube Channel Video of BPM for California
– http://goo.gl/y3weZu
Open Source supporting web services software tools
– http://www.cameditor.org
Product Information on Oracle BPM Suite
– http://www.oracle.com/us/technologies/bpm/suite/overview/index.html
Java Developer Magazine article “BPM without Barriers”
– http://java.ulitzer.com/node/2269751
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Editor's Notes We can sell BPM as a development tool to the IT org, but when we sell BPM solutions to CXOs by showing them how a product quality solution improves their business process, we effectively engage the decision makers in a positive wayIT sees how they can speed up delivery with ready to deploy departmental solutions while their development teams shorten their learning curve with methodology and best practice examples.Common industry problems without COTS applications are addressed by industry PAs BPM is a step beyond BPEL: we are orchestrating apps integrations and including human tasks which add value to the processThe market has laid down the challenge as well, with competitors providing prebuilt offerings on their platforms. The analyst community has applauded Oracle’s commitment to BPM driven solutions.Rapid development tools allow customers to augment the value of their applications quickly and easily