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Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为为为为为为为为为为为为

Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

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Page 1: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

Artifact-Centric Approach to

Business Process Modeling

Jianwen SuUniversity of California, Santa

Barbara

Artifact为中心的业务过程建模方法

Page 2: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 2

Outline Challenges in Business Process Management

Artifact-centric Modeling Approach

A Design Methodology

Conclusions

Page 3: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 3

Business (Biz) Processes A set of one or more linked activities (automated

or manual) that collectively realize a business objective or policy goal, normally within the context of an organizational structure defining functional roles and relationships

Obtaining a Permit

Page 4: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 4

BP Management Systems

BPMsystem

Manage and support (and control) biz models data (documents, files, …) enactments resources others (e.g. auditing)

A key enabler is suitable BP model

Page 5: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 5

Major Obstacles in BPM Hard to design, ad hoc solutions

Lack of hierarchical approach with good disciplines Hard to modify (evolution)

E.g., go back to the original contractor (if lucky) Hard to analyze

Biz intelligence is a growing research area Hard to interoperate

E.g., hard to get data out in Cottage Hospital at Santa Barbara, CA

A key factor for many problems:insufficient conceptual modeling

Page 6: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 6

Business Strategy• “Be more green”• “Use our

differentiators”

High Executive

High ManagerBusiness

ArchitectSolution Designer

Business GoalsBusiness ArchitectureBusiness

Optimization

The Challenge of BPM

Page 7: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 7

A Business Component Map is a tabular view of the business components in the scope of interest

controlling

executing

directingBusiness Planning

Business Unit Tracking Sales

ManagementCredit Assessment

Reconciliation

Compliance

Staff Appraisals

Relationship Management

Sector Management

Product Management

Production Administration

Product FulfillmentSales

Marketing Campaigns

Product Directory

Credit Administration

Customer Accounts

GeneralLedger

Document Management

Customer Dialogue

Contact Routing

StaffAdministration

BusinessAdministration

New Business Development

Relationship Management

Servicing & Sales

Product Fulfillment

Financial Control and Accounting

Sector Planning

Portfolio Planning

Account Planning Sales Planning Fulfillment

Planning

Fulfillment Planning

“Business Competencies”: large biz area with characteristic skills and capabilities

“Busin

ess

Component”:

part of

enterp

rise th

at

has pote

ntial t

o

operate

independently

“Acc

ou

nta

bili

ty

Level”:

sc

op

e

an

d in

ten

t of

act

ivit

y a

nd

d

eci

sion

-makin

g

A Representative “Model” at Biz Manager Level

Page 8: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 8

Business Strategy• “Be more green”• “Use our

differentiators”

High Executive

High ManagerBusiness

ArchitectSolution Designer

Business GoalsBusiness ArchitectureBusiness

Optimization

Business Operations

Customers

Partners

Employees

Resources

IT

The Challenge of BPM

Page 9: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 9

Common Model at IT Level:

Data Modeling

Biz Process Management System(flow mgmt, services, databases, resources,

…)

System inOperation

Direct, flow-based

implementation

BusinessLogic

Process Modeling

An Activity Flow is a (typically) graph-based specification of how activities/processes are to be sequenced

Page 10: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 10

Operations need to be Faithful Measurable Flexible

Business Strategy• “Be more green”• “Use our

differentiators”

High Executive

High ManagerBusiness

ArchitectSolution Designer

Business GoalsBusiness ArchitectureBusiness

Optimization

Business Operations

Customers

Partners

Employees

Resources

IT

Speak in terms of “Functional

Decomposition”

“Business

Components”

Speak in terms of “Workflow” “Process centric” “Activity-flow”

Hard to Communica

te !!

The Challenge of BPM

Page 11: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 11

Common Model at IT Level:

Data and business objects are typically an afterthought Hard for stake-holders to communicate about the big picture

People “see the trees but not the forest”Overall process can be chaotic – Cf. “staple yourself to a customer order”

Hard to manage versionsE.g., evolution, re-use, generic workflow with numerous specializations

Data Modeling

Biz Process Management System(flow mgmt, services, databases, resources,

…)

System inOperation

Direct, flow-based

implementation

BusinessLogic

Process Modeling

An Activity Flow is a (typically) graph-based specification of how activities/processes are to be sequenced

Page 12: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 12

Typical Biz Process Modeling A bookseller example: Traditional control-centric

models

IDCustomer

ShippingPreference

Paymentinformation Confirmation Archive

FillShopping

Cart

Page 13: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 13

Typical Biz Process Modeling A bookseller example: Traditional control-centric

models Multiple steps needed for each activity

Hard to reason, find useful views: missing data

IDCustomer

ShippingPreference

Paymentinformation Confirmation Archive

FillShopping

Cart

Credit

PayPal

Check

In practice, 100s to 1000s of nodes

CheckInventory

In-stockHandling

Back-orderHandling Existing

CustomerLogin

New Customer

Registration

Air

Warehouses/Size

Ground

Page 14: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 14

BP Analytics (Biz Intelligence) Extract-Transform-Load

cust_db

catalog

inventory

DataWarehouse Analysis

activities

Biz Process is missing!Transactions

Transactions

Transactions

Page 15: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 15

Good models go beyond description – they support action

Selecting the right model for the job matters

First model – A is and B is

1 4 5 6 7 8 92 3 4 5 8

Example: “Game of 15”Winner: First one to reach exactly 15 with any 3 chips

Second model –

1 2 3 4 5 6 7 8 92 3

– what is B’s move?

– B’s move is 6!

Example due to David Cohn (IBM)Can we find a “model” of business operations that is• Useful & natural for the business level stake-holders to

use• Useful & natural for mapping to the IT infrastructure

Why We Should Look for a Unifying Model

Page 16: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 16

A Fundamental “Theorem” of Databases Physical data independence allows us to focus

only data management issues

logical data model

physical organization(files, pages, indexes,

…)

conceptual

physical

SQL

query plan

automatedmapping

Page 17: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 17

Future of BPM Automate ’s

process model

data model

system (model)(databases, services,workflows, resources)

business

IT

changes

Changes to system

Reuse concepts, tools, techniques developed in CS First step: a single conceptual model for biz processes

both data and processes are 1st class citizens

Page 18: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 18

Outline Challenges in Business Process Management

Artifact-centric Modeling Approach

A Design Methodology

Conclusions

Page 19: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 19

Data in BP Modeling: Exclusion to Centricity Data exclusive models focus on activity flow and

managementWfMC, BPMN, …

Incorporating data as views complements well (but separate from) activity viewsUML (object modeling and activity diagrams)

Executable models integrate data and activities with low level of abstractionBPEL

Recent data-centric approaches treat both data and activities “equally” in a more uniformed mannerbiz artifact-centric, form-based, spreadsheet-based

Page 20: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 20

Business Artifacts [Nigam-Caswell

03] A business artifact is a key conceptual business

entity that is used in guiding the operation of the businessfedex package delivery, patient visit, application

form, insurance claim, order, financial deal, registration, …

both “information carrier” and “road-maps”

Very natural to business managers and BP modelers Includes two parts:

Information model:data needed to move through workflow

Lifecycle:possible ways to evolve

Page 21: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 21

DisagreedReceipts

PaidReceipts

PendingReceipts

ArchivedReceipts Archived

KOs

ReadyKOs

PendingKOs

Add Item

Prepare &Test Quality

Deliver

Payment

RecalculateReceipt

PrepareReceipt

CreateGuest Check

UpdateCash Balance

ArchivedGCs

ClosedGCs

OpenGCsGuest Check

Artifacts

Kitchen Order

Receipt

Cash Balance

Example: Restaurant

CashBalance

Activity

repository

Page 22: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 22

DisagreedReceipts

PaidReceipts

PendingReceipts

ArchivedReceipts Archived

KOs

ReadyKOs

PendingKOs

UpdateCash Balance

ArchivedGCs

ClosedGCs

OpenGCs

CashBalance

Add Item

Prepare &Test Quality

Deliver

Payment

RecalculateReceipt

PrepareReceipt

CreateGuest Check

Artifacts GC KO

RC

CB

Example: Restaurant

Guest Check

Kitchen Order

Receipt

Cash Balance

Page 23: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 23

Artifact Life Cycle [Nigam-Caswell 03]

An artifact life cycle captures the end-to-end processing of a specific artifact, from creation to completion and archiving

Artifact processing is a way to describe the operations of a businessDescribed byRepositories, a means for archiving artifactsTasks (activity), a localization of function

Biz operations are described by IFF (Information, Function, and Flow)

Page 24: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 24

Properties on Tasks [Nigam-Caswell 03]

A task performs an action and records the outcome on artifacts in its possession

A task transforms artifacts in its possession by adding/modifying content of an artifact using information in the other artifactsmultiple artifacts can reside in a task, and

their content can be arbitrarily exchanged After a task completes, it ejects all artifacts

within itno residual information: all artifacts are either

sent out or discarded

Page 25: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 25

Flows [Nigam-Caswell 03]

Tasks and repositories can be connected through flow connectors which may be viewed as transport pipes Through these pipes, artifacts or artifact content can be

transmitted from one place (task/repository) to another

Properties on flow: A flow connector is a directed connector between a

fromPlace and a toPlace A flow connector ensures reliable transmission of

artifacts A flow connector, when connecting a task to a

repository, provides a reliable request-response style of communication a task that sends a request to a repository is ensured to

receive one or more artifacts (or artifact content) ora NONE FOUND indication

Page 26: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 26

Life Cycle of Guest Check Artifact [Nigam-Caswell 03]

Human-initiated task

Triggers task when artifactor content is received

Emits artifact or content whentask is finished

Artifact is requested, updated, andreturned to the source repository

Requests and receives artifact content

Requests and receives artifactRepository Task

ADDITEMSTOGUESTCHECK

Externalagent

CashBalance

PaidGuest

Checks

ActiveGuest

Checks

Manu DailySpecials

CompleteKitchenOrder

CUSTOMER

PREPARE ITEMS

Kitchen Order CompleteKitchen Order

TENDERGUEST CHECK

CompleteGuest Check

Paid GuestCheck

Account

CREATE GUEST CHECK

ServiceRequest

GuestCheck

Manu DailySpecial

ActiveGuestCheck

Active Guest Check

Complete Guest Check

Kitchen OrderWaiter

Page 27: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 27

Data (Biz Objects, Documents, …) vs Artifacts They all contain data needed for business logic,

e.g., customer info, shopping cart, product catalog, …

Biz objects are not artifacts: artifacts are uniquely identified with biz process instances, biz objects are just data objects needed for biz process

Biz artifacts also contain:(Schema) Lifecycle, i.e., process (or workflow)

to evolve an artifact from creation to archive(Enactment) Runtime states of instances

(cases), i.e., containing a part of the system snapshot concerning this artifact/enactment

Page 28: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 28

Case Study : IBM Global Financing Finance HW, SW & services from IBM & others for clients IBM internal financing business w/ global reach

World’s largest IT financier w/ $38B asset baseFinancing >$40B IT assets / year for last 3 years125K clients across >50 countries (9% of IBM profit)

Business challengesOperations tailored to mega-deals becoming too costlyEfficiency & cost control required global performance

metricsCountry “silos” inhibited integration & annoyed clientsCurrent methods failed to produce end-to-end “tangible

model”Needed globally standard process w/ local variations

[Chao, Cohn, et al BPM 2009]

Page 29: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 29

How the Artifact-Centric Approach Helped In a 3-day workshop with 15 business SMEs from

IGF, a preliminary artifact design was createdAlready useful to stakeholders from different

regions as a common vocabulary 6 weeks of design refinements lead to final design

Enabled visibility into the global process and the regional variations: not possible before

A blueprint for transformation of IGF operationsVP roles assigned to pieces of top-level artifact

model Current plan: automate the global-level artifact

modelAnticipate significant improvement in efficiencyPlan to substantially augment the sales staff

Page 30: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 30

Outline Challenges in Business Process Management

Artifact-centric Modeling Approach

A Design Methodology

Conclusions

Page 31: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 31

A Data-Centric Design Methodology A three-level framework

Business Operations Model (BOM)(artifacts, activities, flow)

[Bhattacharya-Hull-S. 09]

Conceptual Flow(artifacts, services, choreography/orchestration)

Workflow(artifacts, executable services, messages)

Specification

Optimization

Execution

Page 32: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 32

Key Elements in BOMs Artifact information model

Represent all information needed for the biz process

Artifact (macro-level) lifecycleSpecify how an artifact evolves using e.g.,

state machines Services

Represent activities Associations

Define how and when artifacts are changed by services

Page 33: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 33

Artifact-Centric Design Methodology

Step 1: Business Artifacts Discoverya) Identify critical artifacts for the business

processb) Discover key stages of artifacts’ life cycles

from the scenario-based requirementsStep 2: Design of Business Operations Model (BOM)

a) Logical design of artifact schemasb) Specify services for artifacts needed for

moving artifacts through the life-cyclesc) Develop ECA rules that enable artifacts

progress in their life cyclesStep 3: Design of Conceptual Flow DiagramStep 4: Workflow Realization

Page 34: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 34

Business Artifact Discovery Key artifacts in Distributed Enterprise Services

1

n

1 n

n1

1

n

n1

1

n

n m

ExecutionArtifacts

ConfigurationArtifacts

BackgroundArtifacts

Customer

Site

VendorGeneric

TaskVendor

Task

Schedule(for Offered

DES Service)

OfferedDES

Service

Page 35: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 35

Schedule and Vendor Lifecycles Schedule

Vendor

Schedule_Planning

(&refinement)

Schedule_Approvals Archived

MajorRevisionRe-approval

Execution (&minor revision)

Planning Execution

ArchivedExecution (&minor revision)

Planning

Task_Planning

(&refinement)

TaskApprovals

Page 36: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 36

Data-Centric Design Methodology

Step 1: Business Artifacts Discoverya) Identify critical artifacts for the business

processb) Discover key stages of artifacts’ life cycles

from the scenario-based requirementsStep 2: Design of Business Operations Model (BOM)

a) Logical design of artifact schemasb) Specify services for artifacts needed for

moving artifacts through the lifecyclesc) Develop ECA rules that enable artifacts

progress in their lifecyclesStep 3: Design of Conceptual Flow DiagramStep 4: Workflow Realization

Page 37: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 37

BOM: Logical Design for Artifacts ER diagrams or other suitable modeling

approaches

supplies

m

n

gen_task_ID

stage

base_cost

typical_duration

Vendor

Generic Task

n

OfferedDES Service includes

n m

requires

m

Govt.Approval

n

uses

m

EquipmentType

n

involves

m

Labor Type

includes

m

n

offered_serv_ID

stage

description

typical_duration

Generic Task

OfferedDES Service

n

m

k

precedence

supplied_by

1

n

stage

planned_start_dateplanned_end_date

status

Vendor

Vendor TaskSchedule includesn m

requires

n

Govt.Approval

uses

n

EquipmentOrder

uses

n

Labor Spec

1 1 1

vendor_task_ID

cust_end_site_into

stage

planned_end_daterevision_checklist

exec_status

Schedule

OfferedDES Service

based_on

1 n

includes

n

Generic Task

m

Vendor task

m 1

schedule_ID

planned_start_date

approved_for_exec

n

precedence

k

Site serves n1

optimality_factor

no_vendor_available

Page 38: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 38

BOM: Specifying Services Create_scheduleOffered DES Service: oCustomer:

cSitesi:Has the effect of creating a schedule artifact for o, c, and si (where si is a site of c)

Create_vendor_task (Schedule: sch, Generic Task: g):Has the effect of creating a vendor task artifact that will be associated with g in sch

Adjust_task_general (Vendor task: t, Vender: v, Schedule: sch, list[Task, start_date, end_date]):Used to revise all aspects of a vendor task t during the Task_planning stage. The task t serves as the primary artifact for this service and the following ones; the other artifacts that are used as input are all reachable from the primary artifact. The list of tasks with start- and end-dates is intended to hold all tasks that are immediate successors of t according to sch

Page 39: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 39

Inp

uts

Outp

uts

Pre

-C

on

d.

eff

ect

BOM Service: IOPEs of Create_schedule An Offered DES Service artifact o, and specifically the listing

of used Generic Tasks, along with whether they are optional, and information about the Precedence relationships between them

A Customer artifact c, ... A Site artifact si for c, ... A new Schedule artifact sch. The data written will include

attributes schedule_ID, stage, planned_start_date, and the Generic Task portion of the includes relationship

The Site artifact si is updated … Offered DES Service artifact o must be compatible with the

infrastructure and needs of site si If true, then sch is in stage Schedule_planning If true, then sch holds a schedule skeleton (i.e., appropriate

portions of the relationship includes are filled in) If true, …

Page 40: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 40

BOM: ECA Rules

R1: initiate schedule

event request by performer p to create a schedule instance for Offered DES Service artifact o, Customer artifact c, and Site artifact sicondition the appropriate non-disclosure agreements (NDAs) are in place for caction invoke Create_schedule(o, c, si) by performer p where offer_manager in role(p) and qualification(p, o, region: si.region) ≥ 5

Alternative models can also be used

Page 41: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 41

Data-Centric Design Methodology

Step 1: Business Artifacts Discoverya) Identify critical artifacts for the business

processb) Discover key stages of artifacts’ life cycles

from the scenario-based requirementsStep 2: Design of Business Operations Model (BOM)

a) Logical design of artifact schemasb) Specify services for artifacts needed for

moving artifacts through the life-cyclesc) Develop ECA rules that enable artifacts

progress in their life cyclesStep 3: Design of Conceptual Flow DiagramStep 4: Workflow Realization

Page 42: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 42

Conceptual Flow Diagram (EZ-Flows)

Secondary_ Review

Payment_Processing

Preparing_Certificate

Preliminary_Decision

Receiving_ App_Form_

Preparing _file

Delivery_ Certificate

(Closing case)

CAP_App_Form_Received

Preliminary_Approval

Final_ Approval

_and_ Certificate

Repository

Database

Read only

Message

E Producing Event

E Consuming Event E

Artifact

Write (push)

Read (pull)

E2

PAF

PAF

PAF

BL

BL

PAF

BL

Ready_for_Payment

PAF

PAF

PAF

BL

BL

BL

PAF

PAF

PAF

PAF

PAF

M6: CC

E1

M1: App-Form M4: Payment

Final_Approval

PAF

M5: ANService

CAPA

Estate Preliminary Surveying

Demolition Resettlement Houses Verification

Property Management Office Confirmation . . .

Other REAB

workflowsBL BL BL

Real_Estate_ Database

E2

E3

E3

E4

E4

E5

E5

E5

E6

E7E6

M2: PD

M3: SR

M5: AN

[ArtiFlow 2009]

Page 43: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 43

Interpreting EZ-Flows

Event Handler

WebService

Human Service

WebService

......

Human Service

UI (Web service)

Person

Event Producer

ArtiFlow Instance Creator

MQ ServerArtiFlow

DefinitionDatabase

ArtifactDatabase

Message Queue

Flow controllerData controller

......

Task-synchronous service wrapper

Artifact Fetcher

Artifact Information Updater

Artifact Depositor

Artifact Repository Updater

Task Scheduler

ExternalDatabase

Task-asynchronous service wrapper

Task-asynchronous service wrapper

Data Wrapper

External Message

Internal Message

Alternative: Mapping to BPEL [ArtiFlow 2009]

Page 44: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 44

Emerging Artifact-Centric BPs

Informal model [Nigam-Caswell 03]

Systems: BELA (IBM 2005), Siena (IBM 2007),ArtiFlow (Fudan-UCSB 2010), Barcelona (IBM 2010)

Formal modelsState machines [Gerede-Bhattacharya-S. SOCA 07][Gerede-S.

ICSOC 07]Rules [Bhattacharya-Gerede-Hull-Liu-S. BPM 07][Hull et al WSFM 2010]

customerinfo cart

. . .

Artifacts (Info models)

Specification ofartifact lifecycles

Page 45: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 45

Declarative Biz Processes

Variation of [Bhattacharya-Gerede-Hull-Liu-S. BPM 07]

Artifacts(info

models)

Semantic services(IOPEs)

if C enable…

Condition-action rules

Page 46: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

2011/08/25CBPM '11 46

Creating Proc. Orders

All Line Items ordered

some Proc.Order

Rejected& affectedLine Items

researched

InitiateReq.

Order

Generating Report

Reportrequested

Top ofeach hour

Reportgenerated

Data attributes Event (occurrence) attributes

Req.Ordercancelled

AssemblingRequest to begin

assembling& enough

Line Itemsto start

Assemblyfinished

Assemblycancelled

… …ID Custo

mer

Line Items

Optimal li

ne

items p

artition

Procu

rement

Ord

ers

Request new

Req. O

rder

Done alloca

ting

Line Ite

msMilestone: •Business-relevant operational objective•Expressed as event and/or condition•Has effect of closing the stage

Stage: •Cluster of activities intended to achieve one (of perhaps several) milestones•May be nested

Guard: •Has the effect of opening the stage•Expressed as event and/or condition

GSM: Requisition Order Lifecycle[Hull et al WSFM 2010]

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Operational Semantics in a NutshellCreating Proc. Orders

All Line Items ordered

•ID •Custo

mer

•…

•Line Ite

msOptim

al line

ite

ms

partition

Initiate Req.

Order

Assembling

Generating Report

Report requested

Top of each hour

Procu

rement

Ord

ers

Assembly finished

Report generated

Assembly abandoned

Request new

Req. O

rder

Done alloca

ting

Line Ite

ms

Data Attributes Event (occurrence)attributes

•…

Request to begin assembling and enough Line Items to start

•…

Statusattributes

•…

Stage(active or inactive)milestones

some Proc.Order

Rejected&

affected Line

Items research

ed

Req.Ordercancelled

Stylized ECA• Guard: Event/Cond -> open stage• Milestone: Event/Cond -> close stage and

set milestone status attribute to “true”

Page 48: Artifact-Centric Approach to Business Process Modeling Jianwen Su University of California, Santa Barbara Artifact 为中心的业务过程建模方法

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some Proc.Order

Rejected&

affected Line

Items research

ed

•ID •Custo

mer

•…

•Line Ite

msOptim

al line

ite

ms

partition

Procu

rement

Ord

ers

Request new

Req. O

rder

Done alloca

ting

Line Ite

ms

Data Attributes

•…

Creating Proc. OrdersAll Line Items ordered

Planning Proc. orders

LaunchingLine Items

Launching & Sending Proc. Orders

Initiate Req.

Order

Assembling

Generating Report

Done only in first occurrence of this stage

All Line Items not in a Procurement Order have been Researched

This milestone becomes true once all Proc. Orders have been sent

Event (occurrence)attributes

•…

Statusattributes

milestones

•…

Stage(active or inactive)

This milestone becomes “compromised” if a Proc. Order is later rejected

Stylized ECA (cont.)• Milestone Invalidator: Event/Cond -> set

milestone to “false”

Nesting of Substages

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Creating Proc. OrdersAll Line Items ordered

Planning Proc. orders

LaunchingLine Items

Launching & Sending Proc. Orders

Initiate Req.

Order

Assembling

Generating Report

•ID •Custo

mer

•…

•Line Ite

msOptim

al line

ite

ms

partition

Procu

rement

Ord

ers

Request new

Req. O

rder

Done alloca

ting

Line Ite

ms

Data Attributes

•…

Event (occurrence)attributes

•…

Statusattributes

milestones

•…

Stage(active or inactive)

Atomic stage; has a “task” inside

• Atomic stage; has a “task” inside

• Task reads from Data Attributes, and later writes into them

some Proc.Order

Rejected&

affected Line

Items research

ed

Stylized ECA (cont.)• If open atomic stage -> invoke task• Note: task return is key incoming event –

it will close the atomic stage

Atomic Stages and Tasks

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Outline Challenges in Business Process Management

Artifact-centric Modeling Approach

A Design Methodology

Conclusions

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Brief Summary of Research Problems Verification

Temporal properties of transition systems[Gerede-S. ICSOC07] [Bhattacharya-Gerede-Hull-Liu-S. BPM07][Deutch et al ICDT09], [Damaggio-Deutsch-Vianu ICDT11] …

Interoperation [Hull-Narendra-Nigam ICSOC09]

Automated construction [Frits-Hull-S. ICDT09]

Dominance [Calvanese-De Giacomo-Hull-S. ICSOC09]

Modeling: Declarative, semantics, execution[Cangialosi-De Giacomo-De Masellis-Rosati ICSOC10]

Flexible execution [Xu-S.-Yan-Yang-Zhang CoopIS11]

Preserving Data ICs [Liu-S.-Yang CoopIS 2011]

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Conclusions Biz process modeling: a foundation for many BPM

issuesMany challenges: “old” and new Data-centric or data aware approaches promising

Business artifacts as the modeling foundation:Extension of business objects with

lifecycle/enactmentsMany styles of modeling approaches: declarative,

procedural, combinations Modeling is/need be explored in conjunction with

various technical issues in BP management

A longer tutorial is at BPM 2011 (next week)

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References[Nigam-Caswell 03] A. Nigam and N. S. Caswell. Business artifacts: An approach to

operational specification. IBM Systems Journal, 42(3):428–445, 2003[Chao, Cohn, et al, BPM 2009] T. Chao, D. Cohn, A. Flatgard, S. Hahn, M.H. Linehan, P.

Nandi, A. Nigam, F. Pinel, J. Vergo, F.Y. Wu. Artifact-Based Transformation of IBM Global Financing, Proc. BPM 2009, pages 261-277

[Bhattacharya-Hull-S. 09] K. Bhattacharya, R. Hull, and J. Su. A data-centric design methodology for business processes. In Handbook of Research on Business Process Modeling. Information Science Publishing, 2009

[ArtiFlow 2009] G. Liu, X. Liu, H. Qin, J. Su, Z. Yan, L. Zhang. Automated Realization of Business Workflow Specification. ICSOC/ServiceWave Workshops 2009 : 96-108

[Bhattacharya-Gerede-Hull-Liu-S. BPM 07] K. Bhattacharya, C. Gerede, R. Hull, R. Liu, and J. Su. Towards formal analysis of artifact-centric business process models. In Proc. 5th Int. Conf. on Business Process Management (BPM), Brisbane, Australia, September 2007

[Gerede- Bhattacharya-S. SOCA 07] C.E. Gerede, K. Bhattacharya, J. Su. Static Analysis of Business Artifact-centric Operational Models. SOCA 2007: 133-140

[Gerede-S. ICSOC 07] C.E. Gerede and J. Su: Specification and Verification of Artifact Behaviors in Business Process Models. ICSOC 2007: 181-192

[Hull et al WSFM 2010] R. Hull, E. Damaggio, F. Fournier, M. Gupta, F.T. Heath, S. Hobson, M.H. Linehan, S. Maradugu, A. Nigam, P. Sukaviriya, R. Vaculín: Introducing the Guard-Stage-Milestone Approach for Specifying Business Entity Lifecycles. WS-FM 2010: 1-24

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References[Fritz-Hull-S. ICDT09] C. Fritz, R. Hull, and J. Su. Automatic construction of simple artifact-

based business processes. ICDT 2009: 225-238[Deutsch et al ICDT09] A. Deutsch, R. Hull, F. Patrizi, and V. Vianu. Automatic verification

of data-centric business processes. ICDT 2009: 252-267[Damaggio-Deutsch-Vianu ICDT11] E. Damaggio, A. Deutsch, V. Vianu. Artifact systems

with data dependencies and arithmetic. ICDT 2011: 66-77[Hull-Narendra-Nigam ICSOC09] R. Hull, N.C. Narendra, A. Nigam: Facilitating Workflow

Interoperation Using Artifact-Centric Hubs. ICSOC 2009: 1-18[Cangialosi-De Giacomo-De Masellis-Rosati ICSOC10] P. Cangialosi, G. De Giacomo, R. De

Masellis, R. Rosati. Conjunctive Artifact-Centric Services. ICSOC 2010: 318-333[Xu-S.-Yan-Yang-Zhang CoopIS11] W. Xu, J. Su, Z. Yan, J. Yang, and L. Zhang. An Artifact-

Centric Approach to Dynamic Modification of Workflow Execution. Proc. Int Conf. on Cooperating Information Systems (CoopIS), 2011

[Liu-S.-Yang CoopIS11] X. Liu, J. Su, and J. Yang. Preservation of Integrity Constraints by Workflow. Proc. Int Conf. on Cooperating Information Systems (CoopIS), 2011