Presentation from OUGN about Adaptive Case Management - Jorge Quilcate and Jon Petter Hjulstad

1. What is
Adaptive Case Management?
(Technically)
Jon Petter Hjulstad
Middleware Department Manager – Oracle ACE Associate
Jorge Quilcate
Senior Consultant – Oracle ACE Associate

2. About us
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• Since 2004 / +100 employees / 7 offices (Norway and Peru)
• Strong partnership with Oracle
• WLS, BPM, SOA Beta Program Partner
• Active member at SOA Community
• Oracle Fusion Middleware Partner Community Award 2015 for
Outstanding WebLogic Contribution
Great stories!

3. About you
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• Who have worked with Oracle Fusion Middleware
products?
• How many of you have worked with Oracle SOA or BPM
Suite?
• How many of you have used ACM tools?

4. Agenda
What about ACM?
How does
Oracle
handle ACM?
How can I
start working
with it?
Let’s use it!
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5. A couple of concepts…
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“Plasticity – The ability of a system to evolve easily in
a number of ways – is optimal in a world of
uncertainty”
“End-to-end says to keep intelligence in a network at
the ends, or in the applications, leaving the network
itself to be relatively simple.”
Book: “The Future of Ideas” – Lessig, Lawrence

6. What about Case Management?
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What’s Case Management?
“Knowledge workers”
What’s a Case?
CMMN defines it as a “proceeding that involves actions taken regarding a subject in a
particular situation to achieve a desired outcome”
What’s the difference between Case Management and
Business Process Management?
Goal / Context / Relationship

7. Process Classification
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Business Processes
Human-Centric
Pre-set / routine Knowledge Work
System-Centric
BPMN / CM
CMBPMN
BPEL

8. What about CM Methodology?
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Case-Functional Design Categories
Case Lifecycle Design
Case Flow /
Process
Events Rules
Case Information Design
Data Documents
People
relationships
Case Interaction Design
Portal Dashboards Channels
Cross-Functional Design Categories
Integration Roles and Authorization
© “Case Management with Oracle
Technologies” book – CRC Press
Manas Deb

9. What about Models and Notation?
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CMMN: Case Management Model and Notation
Case Plan Model
Case File Item
Case Stages
Case Events
Case
Milestones
Case Tasks Connectors

10. What about Models and Notation?
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11. How does Oracle handle ACM?
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12. Oracle BPM Suite before ACM
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MDS Repository
Optimized
Binding
Process
Analytics
Cubes
BAM
B2B
Oracle Service Bus
Common JCA-based connectivity infrastructure
SOA Infrastructure Unified Runtime
Process Core
BPEL BPMN
Human
Workflow
Business
Rules
Mediator
Events

13. Oracle BPM Suite after ACM
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Optimized
Binding
Process
Analytics
Cubes
BAM
B2B
Oracle Service Bus
Common JCA-based connectivity infrastructure
SOA Infrastructure Unified Runtime
Process Core
Human
Workflow
Mediator
BPMNBPEL
Case
Management
Business
Rules
MDS Repository
ECM Repository
Events

14. How does Oracle handle ACM?
Design Part
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15. New “Case Management” Component
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 CM Component can coexist with
BPEL and BPMN Components.
 BPMN and Human Tasks can be
promoted as Case Activities
 You can only have one Case per
Composite Application.
 Sub-Cases (from other Projects) and
Custom Activities (Java Classes)

16. Case Activities
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Available Running Completed

17. Case Milestones and Periods
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Milestones overlaps BPM
Activity Guide and can’t be
together in the same
composite
Outcome is reached at the
end of the Case Lifecycle

18. Case Data and Documentation Management
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Data using Business Objects
(as BPMN and HT)
Data could be defined as
“External”
Documents can be saved on
Database or ECM System
(including metadata) using CMIS
Adapter (Oracle UCM/WCC or
Alfresco CMIS).

19. User Events and Integration with EDN
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User Events are situations
that any user could trigger
during Case lifetime.
In conjunction with System
events (Case, Milestones, Data,
Document, etc.) could be
published on Event Delivery
Network

20. Stakeholders and Permissions
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Stakeholders are Case
workers (or ‘Knowledge workers’)
By default Stakeholders have
all permissions. After
deployment can be removed.
Permissions: Fine-grained
access to Case Resources.
Managed from Workspace or
EM.

21. Case’s Business Rule
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Business Rule are focus on
control and automate Case
Flow logic
New functions are included
to manipulate Case events

22. How does Oracle handle ACM?
Runtime Part
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23. Case UI
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24. Case UI - Documents
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25. Case UI – Audit Trail
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Case UI

26. How can I start working with it?
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“Case Management as a Process Umbrella”
Case Management
BPMN Process
BPEL Services
Human
Task
Sub Case
Human
Task
BPMN
Custom
Activity
Milestone 1 Milestone 2 … Milestone ‘n’
WS & API
Events

27. How can I start working with it?
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“Quick start with Oracle BPM Suite”

28. How can I start working with it?
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“Quick start with Oracle BPM Suite”

29. How can I start working with it?
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“Quick start with Oracle BPM Suite”

30. How can I start working with it?
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“Knowledge Workers” examples:
• Incident Management,
• Licensing and Permits Management,
• Claim Management,
• Public Services,
• Order Processing,
• HR recruitment,
• Financial processes,
etc… etc…

31. Let’s use it!
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Case
Management

32. Let’s use it!
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• Demo:
Oracle BPM Suite 12c
CM
WS
Oracle Service Bus 12c
Database
DB
Adapter
API
Oracle Business Process
Workspace
CM
API

33. Recommendation from @soacommunity
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• “BPMN Component as a Wrapper”
• “One Business Rule Set by Case Event type”
• “UI First” Approach: BPM Workspace or Custom UI?
• “Keep your Business Objects as light as possible”
• “Try to keep large ‘sub processes’ (BPMN or Sub Cases) into other
Composites – Avoid instance migration”
• Use Custom Case Activities (Java) for Prototyping

34. Resources
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• Fusion Middleware Communities:
• SOA Community www.soacommunity.com
• ACM Community www.acmcommunity.com
• WebLogic Community www.weblogiccommunity.com
• Oracle A-Team’s Blog: www.ateam-oracle.com
• Sysco’s blog: www.sysco.no/blogg
• jeqo’s blog: jeqo.github.io/blog
• Follow us on Twitter! @Jphjulstad @jeqo89
• Fork our repos on GitHub! @sysco-middleware