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1C
op
yri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Th
e fo
llow
ing
is in
ten
de
d to
ou
tlin
e o
ur
ge
ne
ral p
rod
uct d
ire
ctio
n. It is in
ten
de
d
for
info
rma
tio
n p
urp
ose
s o
nly
, a
nd
ma
y n
ot b
e in
co
rpo
rate
d in
to a
ny c
on
tra
ct.
It is n
ot a
co
mm
itm
en
t to
de
live
r a
ny m
ate
ria
l, c
od
e, o
r fu
nctio
na
lity,
an
d s
ho
uld
It is n
ot a
co
mm
itm
en
t to
de
live
r a
ny m
ate
ria
l, c
od
e, o
r fu
nctio
na
lity,
an
d s
ho
uld
no
t b
e r
elie
d u
po
n in
ma
kin
g p
urc
ha
sin
g d
ecis
ion
s. T
he
de
ve
lop
me
nt, r
ele
ase
,
an
d tim
ing
of a
ny fe
atu
res o
r fu
nctio
na
lity d
escrib
ed
fo
r O
racle
’s p
rod
ucts
rem
ain
s a
t th
e s
ole
dis
cre
tio
n o
f O
racle
.
2C
op
yri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Oracle Process Accelerators
Overview
11
.1.1
.7.1
Re
lea
se
3C
op
yri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
11
.1.1
.7.1
Re
lea
se
Out
Out--of
of--the
the--Box
Box
Oracle Process Accelerators (PAs)
Oracle’s investm
ent in pre-built BPM process solutions
Pre
Pre--built
built (BPM) Solutions to Key Processes
(BPM) Solutions to Key Processes
Product Grade
Product Grade
Extensible, Pre
Extensible, Pre--Integrated
Integrated
Dashboard
Dashboard--driven
driven
Employee Onboarding
Employee Onboarding
(Horizontal )
(Horizontal )
Loan
Loan
Origination
Origination
(Financial
(Financial
Services)
Services)
Incident
Incident
Reporting
Reporting
(Public
(Public
Sector)
Sector)
Financial Reports
Financial Reports
Approval (FS)
Approval (FS)
Many others,
Many others,
every 4 months
every 4 months
Web
Form
sADF M
obile
Oracle BPM Suite
Oracle BPM Suite
Social
Netw
ork
Process
Composer
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
4
Designed with Customers
Designed with Customers
Embody Best Practices
Embody Best Practices
Business
Processes
Workflow
Business Rules
OEP
Imaging /
Capture
Content
Management
Case M
gt
Application
Integration
BAM
Why Process Accelerators?
•D
em
on
str
ate
th
e v
alu
e o
f B
PM
to
Bu
sin
ess
Enable a Business-centric BPM Solution M
odel
Pre
-bu
ilt
Be
st P
ract
ice
Pro
cess
es
Ora
cle
Pro
cess
A
cce
lera
tors
•D
em
on
str
ate
th
e v
alu
e o
f B
PM
to
Bu
sin
ess
•D
eliv
er
qu
alit
y s
olu
tio
ns to
co
re In
du
str
y a
nd
ho
rizo
nta
l p
roce
sse
s
•A
cce
lera
te B
PM
va
lue
de
live
ry b
y th
e B
usin
ess
•D
eliv
er
ind
ustr
y-s
pe
cific
so
lutio
ns to
co
ve
r “w
hite
sp
ace
” a
mo
ng
Pa
cka
ge
d A
pp
lica
tio
ns
5C
op
yri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
sp
ace
” a
mo
ng
Pa
cka
ge
d A
pp
lica
tio
ns
•D
eliv
er
be
st p
ractice
s to
em
po
we
r IT
an
d B
usin
ess
Oracle Process Accelerators
Driven by Customer / Market Demand
Public
Public
Sector
Sector
Financial
Financial
Services
Services
Horizontal
Horizontal
Telecom
Telecom
Travel Request
Management
Document Routing
and Approval
Internal Service
Request
Employee
Onboarding
(Personal) Loan
Origination
Financial Reports
Approval
Incident
Reporting
eForm
sManagement
Business Account
Opening
Mobile Data
Offloading
Correspondence
Management
Contract
Management
Customer
Onboarding
Unified Loan
Origination
Licensing and
Perm
its
OEP
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
6
Insurance
Claim
s Management
Insurance
Policy Underw
riting
Application Extensions: Siebel,
PeopleSoft, EBS, RightNow, Fusion
Availa
ble
Now
Next
Rele
ase
Complaints
Management
Process Accelerators: Inside the Box
All Product Quality Components for a Complete OOB Solution
Apps Integration
Business Rules
KPI-driven
Analytics
User Interface
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
7
UI-driven Extensibility
Analytics
Dashboards
Mobile
Interaction
Business
Objects
Process/Case M
odels
Process/Case M
odels
The Best of Both W
orlds
Applying a Application M
odel to BPM Solutions
Apps Model Advantage:
Apps Model Advantage:
Ab
ility
to
se
e
Ab
ility
to
se
e s
olu
tio
n
so
lutio
n a
nd
a
nd
Apps Model Advantage:
Apps Model Advantage:
Ab
ility
to
se
e
Ab
ility
to
se
e s
olu
tio
n
so
lutio
n a
nd
a
nd
Apps Model Advantage:
Apps Model Advantage:
Ab
ility
to
se
e
Ab
ility
to
se
e s
olu
tio
n
so
lutio
n a
nd
a
nd
A
bili
ty t
o s
ee
A
bili
ty t
o s
ee
so
lutio
n
so
lutio
n a
nd
a
nd
un
de
rsta
nd
ho
w t
o
un
de
rsta
nd
ho
w t
o
co
nfig
ure
to
be
tte
r fit
ne
ed
sco
nfig
ure
to
be
tte
r fit
ne
ed
s
Ab
ility
to
se
e
Ab
ility
to
se
e s
olu
tio
n
so
lutio
n a
nd
a
nd
un
de
rsta
nd
ho
w t
o
un
de
rsta
nd
ho
w t
o
co
nfig
ure
to
be
tte
r fit
ne
ed
sco
nfig
ure
to
be
tte
r fit
ne
ed
s
Ab
ility
to
se
e
Ab
ility
to
se
e s
olu
tio
n
so
lutio
n a
nd
a
nd
un
de
rsta
nd
ho
w t
o
un
de
rsta
nd
ho
w t
o
co
nfig
ure
to
be
tte
r fit
ne
ed
sco
nfig
ure
to
be
tte
r fit
ne
ed
s
BPM Model Advantage
BPM Model Advantage
: : BPM Model Advantage
BPM Model Advantage
: : BPM Model Advantage
BPM Model Advantage
: :
Oracle Process
Oracle Process
Accelerators
Accelerators
Oracle Process
Oracle Process
Accelerators
Accelerators
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
8
BPM Model Advantage
BPM Model Advantage
: :
Bu
ild a
ny s
olu
tio
n
Bu
ild a
ny s
olu
tio
n y
ou
yo
un
ee
d
ne
ed
to s
up
po
rt y
ou
r b
usin
ess
to s
up
po
rt y
ou
r b
usin
ess
pro
ce
sse
sp
roce
sse
s
BPM Model Advantage
BPM Model Advantage
: :
Bu
ild a
ny s
olu
tio
n
Bu
ild a
ny s
olu
tio
n y
ou
yo
un
ee
d
ne
ed
to s
up
po
rt y
ou
r b
usin
ess
to s
up
po
rt y
ou
r b
usin
ess
pro
ce
sse
sp
roce
sse
s
BPM Model Advantage
BPM Model Advantage
: :
Bu
ild a
ny s
olu
tio
n
Bu
ild a
ny s
olu
tio
n y
ou
yo
un
ee
d
ne
ed
to s
up
po
rt y
ou
r b
usin
ess
to s
up
po
rt y
ou
r b
usin
ess
pro
ce
sse
sp
roce
sse
s
Want To Do More W
ith Applications?
�S
up
po
rt y
ou
r e
nd
-to
-en
d p
roce
sse
s b
y
rem
ovin
g “
wh
ite
sp
ace
” b
etw
ee
n a
pp
s
Smart Extensibility with Oracle Process Accelerators
rem
ovin
g “
wh
ite
sp
ace
” b
etw
ee
n a
pp
s
�E
limin
ate
th
e n
ee
d o
f b
ritt
le
cu
sto
miz
atio
ns
�E
nh
an
ce
en
d-t
o-e
nd
bu
sin
ess p
roce
ss
tra
ckin
g a
cro
ss a
pp
s
�E
xte
nd
ap
plic
atio
ns w
ith
so
cia
l a
nd
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
9
�E
xte
nd
ap
plic
atio
ns w
ith
so
cia
l a
nd
m
ob
ile c
ap
ab
ilitie
s
�Im
pro
ve
use
r e
xp
eri
en
ce
Value: Deliver Better Services to your Customers
Deliver customer excellence with great end-to-end processes
�End-to-end processes t
ha
t sta
rt a
nd
en
d w
ith
th
e C
usto
me
r
�Coordination across functional silos:
alig
ne
d r
eso
urc
es, se
rvic
es
Internet
Branch
Credit
Bureau
Core
Banking
Policy
Admin
Credit
�Coordination across functional silos:
alig
ne
d r
eso
urc
es, se
rvic
es
�Built in real-time v
isib
ility
an
d ability to act
on
ta
sks
Content
Server
PA-Based
End-to-End Processes
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
10
Channels
Existing Backend Systems,
Services, and Roles
Call Center
Mobile
Admin
Credit
Card
ERP
Customer
Value: Deliver Additional Services to Citizens
Deliver service excellence with great end-to-end processes
�End-to-end processes t
ha
t sta
rt a
nd
en
d w
ith
th
e C
itiz
en
�Coordination across functional silos:
alig
ne
d r
eso
urc
es, se
rvic
es
Internet
Office
Legacy
Policy
Admin
�Coordination across functional silos:
alig
ne
d r
eso
urc
es, se
rvic
es
�Built in real-time v
isib
ility
an
d ability to act
on
ta
sks
Content
Server
PA-based
End-to-End Processes
Report
Incidents
Submit
Citizen
Services
Channel
Enablement
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
11
Channels
Existing Backend Systems,
Services, and Roles
Phone
Mobile
Admin
Payments
ERP
Citizen
Submit
eForm
s
Submit
Correspondence
Middleware
Applications
Oracle BPM
Human Interaction Tasks
/ User Interface
Human Interaction Tasks
/ User Interface
Business Rules
Business Rules
BPMN Model
BPMN Model
Real Tim
e and
Operational Dashboards
Real Tim
e and
Operational Dashboards
Incident Reporting
Citizen Services Delivery: Solution Map
•Related Incident Recognition
•Real-time Trends
•Responsibility based Task
•Standards based Data
eForm
sManagement
Correspondence M
anagement
•Related Incident Recognition
•Expertise-driven Task
Assignment
•Real-time Trends
•Response Perform
ance
•Resource W
orkload / Alerts
•Responsibility based Task
Assignment
•24/7 Task Notification
•Standards based Data
Capture
•Geospatial Analytics
•Expertise-driven Task
Assignment
•Flexible Form
Type Routing
•Turnaround Tim
es
•Service Patterns &
Bottlenecks
•Expertise-driven Task
Assignment
•Inquiry Pattern Analysis
•Response Perform
ance
•Inquiry-driven Review
Routings
•Inquiry Review
•Metadata review/assign
•Response development
•Electronic Routing of Form
s
& Supporting Documents
•Flexible & Accurate Form
Type Definition
•Review / Approve / M
odify
12
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Best Practices
Industry
Other Industry and Horizontal Process Accelerators
Assignment
•Metadata Assignment
•Response Perform
ance
Routings
•Response development
Middleware
Middleware
Applications
Applications
Oracle BPM
Oracle BPM
SOA / Integration
SOA / Integration
Human Interaction
Human Interaction
Business Rules
Business Rules
BPMN Model
BPMN Model
Real Tim
e and
Operational
Dashboards
Real Tim
e and
Operational
Dashboards
Loan Origination
Loan Origination
Customer Services Execution: Solution Map
•Eligibility Checks
•Dynamic App Routing
•Application Pipeline
•Product Perform
ance
•Application Capture
•Application Capture
•KYC/AML Checks
•Multi-channel Enabled
•Credit Scores
Account Opening
Account Opening
Financial Reporting Approval
Financial Reporting Approval
Claim
s Management
Claim
s Management
•Dynamic App Routing
•Document Checklist
•Product Perform
ance
•Worker Workload
•Application Capture
through Disbursement
•KYC/AML Checks
•Underw
riting
•CRM & Core Systems
•OFAC SDN
•Manual or Auto
Background Checks
•Mandatory Documents
•Turn Around Tim
es
•Service Patterns &
Bottlenecks
•Web Site Interface
•Core Banking
•Published Blacklists
•Blocking issues
•Role-based notification
and escalation
•Financial Reporting
process health
•Real-time issue control
•Fin. Report Definition
•Issue creation to close
•External user repository
roles integration
•Fast -rack Settlement
•Claim
Pipeline
•Claim
Verification
•Guided W
eb UI
•Web Application
Submission to Account
Funding
•Document Collection &
Verification
•Account Funding
•Fin. Report Schedule
•Issue Resolution
13
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Best Practices
Best Practices
Industry
Industry
Other Industry and Horizontal Process Accelerators
Other Industry and Horizontal Process Accelerators
•Fast -rack Settlement
•Adjuster Selection
•Claim
Pipeline
•Process M
onitoring
•FNOL Entry through
Settlement
•Claim
Verification
•Examination
•Appraisal
•Guided W
eb UI
•Policy Administration
A New Level of Maturity for BPM Initiatives
Pro
ce
ss E
xce
llen
ce
Co
mp
on
en
ts
Process
Excellence
Busin
ess:
Maste
r V
alu
e
Genera
tion
IT:
Maste
r B
PM
Deliv
ery
Model
Apps Inte
gra
tion:
Sm
art
Exte
nsib
ility
of
OO
B P
rocesses
14
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Process Accelerators: Fast Path to Excellence
Leading Edge Without the Bleeding Edge
Sa
nd
bo
x
Ph
ase
:D
ev
elo
pe
r p
rofi
cie
ncy
RO
I P
ha
se:
P
A p
roce
ss
Liv
eP
roce
ss
Ex
cell
en
ce
Most Valuable Processes
Metrics/Dashboards-based
Joint Biz-IT W
orking M
odel
15
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
“PO
C”
ph
ase
“Scr
atc
h
tha
t”
cycl
es
Be
st
Pra
ctic
es
Gro
wth
Process Accelerator Patterns
Value Delivery with Best Practices / Patterns
Components
Extensibility
Components
•B
usin
ess O
bje
cts
•D
ash
bo
ard
s•
Pro
ce
sse
s•
Use
r In
terf
ace
s
PA
Value
Delivery
Extensibility
•B
usin
ess R
ule
s•
To
p-D
ow
n B
PM
•C
on
fig
. Ta
ble
s•
BO
Exte
nsio
ns
Delivery
16
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Documentation
•U
PK
s•
Gu
ide
s
Delivery
•P
A M
eth
od
•E
xte
nsib
ility
Gu
ide
•D
esig
n P
art
ne
rs
Accelerators: Oracle Industry + Apps Expertise
•R
ich
ne
ss o
f B
PM
an
d W
eb
Ce
nte
r
Su
ite
s w
ith
Ap
ps in
teg
ratio
nS
uite
s w
ith
Ap
ps in
teg
ratio
n
•O
racle
In
du
str
y p
roce
ss e
xp
ert
ise
•P
rod
uctio
n-s
tre
ngth
so
lutio
ns
•F
ram
ew
ork
with
fu
ll sp
ectr
um
of
co
mp
on
en
ts
•E
xe
cu
te q
uic
kly
ag
ain
st ve
rtic
al
17
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•E
xe
cu
te q
uic
kly
ag
ain
st ve
rtic
al
an
d h
ori
zo
nta
l so
lutio
ns
2013 Gartner BPM Excellence Award W
inner:
San Joaquin County
•Business: C
ou
nty
Go
ve
rnm
en
t Ju
stice
De
pa
rtm
en
t
•Challenge: D
eliv
er
be
tte
r citiz
en
se
rvic
es w
ith
le
ss r
eso
urc
es
Be
st B
PM
Org
an
iza
tio
n
•Challenge: D
eliv
er
be
tte
r citiz
en
se
rvic
es w
ith
le
ss r
eso
urc
es
The BPM Program
•E
sta
blis
he
d B
PM
Co
Ew
ith
6-8
IT
an
d b
usin
ess a
na
lysts
,
exte
nd
ed
with
9 o
pe
ratio
na
l e
xp
ert
s
•G
ove
rns a
nd
ma
na
ge
s d
ay-t
o-d
ay p
roje
ct e
ffo
rts a
cro
ss b
usin
ess
bo
un
da
rie
s; d
em
on
str
ate
s, re
vie
ws a
nd
tra
ins.
•E
na
ble
s B
PM
with
ag
ile a
pp
roa
ch
Results
Wh
y P
roce
ss A
cce
lera
tors
:
“We
are
in
ve
stin
g t
ime
an
d e
ffo
rt
in P
As
to r
eu
se b
est
pra
ctic
es
an
d
imp
lem
en
t th
em
wit
hin
th
e
Co
un
ty,
the
reb
y t
ak
ing
th
e
ad
va
nta
ge
of
a s
ho
rte
r tu
rna
rou
nd
18
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Results
•Im
pro
ve
d p
ub
lic a
nd
em
plo
ye
e s
afe
ty, se
rvic
es
•D
eliv
ere
d im
pro
ve
d In
teg
rate
d J
ustice
In
form
atio
n S
yste
m (
IJIS
)
•A
cce
ss tim
es in
po
lice
ve
hic
les n
ow
< 3
se
co
nd
s fro
m h
ou
rs
•2
5%
le
ss o
ffic
er
tim
e s
pe
nt o
n n
on
-pro
du
ctive
activitie
s
•5
00
da
ily c
ita
tio
n p
aym
en
ts o
n-lin
e, e
asie
r fo
r re
sid
en
ts
ad
va
nta
ge
of
a s
ho
rte
r tu
rna
rou
nd
tim
e [
…]
an
d a
cce
lera
te d
eli
ve
ry o
f
solu
tio
ns
to o
ur
cust
om
ers
”
-S
ha
kir
Aw
an
, IS
Pro
ject
Ma
na
ge
r
More Info?
Oracle BPM PA Homepage:
http
://w
ww
.ora
cle
.co
m/u
s/te
ch
no
log
ies/b
pm
/pro
ce
ss-a
ccele
rato
rs
Oracle Technology Netw
ork:
http
://w
ww
.ora
cle
.co
m/te
ch
ne
two
rk/m
idd
lew
are
/pro
ce
ssa
cce
lera
tors
-16
09
559
.htm
l
Twitter:
http
://tw
itte
r.co
m/O
Pro
ce
ssA
cce
l
YouTube:
19
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
YouTube:
http
://w
ww
.yo
utu
be
.co
m/O
Pro
ce
ssA
cce
l
Oracle BPM blog:
http
://b
log
s.o
racle
.com
/bp
m
Current Process
Current Process
Accelerators
20
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Insurance Claim
s Management (ICM)
Business Process Overview
Fir
st N
oti
ce o
f Lo
ss
(FN
OL)
Va
lid
ate
Cla
imE
xam
ine
Da
ma
ge
&
Inju
ryE
stim
ate
Co
sts
Se
ttle
Cla
im
StrategicGoals
•R
ed
uce
op
era
tio
na
l co
sts
•E
nh
an
ce
cu
sto
me
r sa
tisfa
ctio
n
Process Advantages
•F
aste
r cla
im r
eso
lutio
n tim
es
•M
ee
t re
gu
lato
ry c
om
plia
nce
re
qu
ire
me
nts
BP
M a
nd
Ad
ap
tive
Ca
se
Ma
na
ge
me
nt d
rive
n s
olu
tio
nto
en
ab
lea
uto
ma
tio
n a
nd
da
sh
bo
ard
-ba
sed
ma
na
ge
me
nt o
f th
e e
nd
-to
-en
d c
laim
s p
roce
ss fo
r In
su
ran
ce
Pro
vid
ers
21
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•E
nh
an
ce
cu
sto
me
r sa
tisfa
ctio
n
•B
e m
ore
co
mp
etitive
in
th
e M
ark
etp
lace
•B
uild
Mu
lti-ch
an
ne
l d
eliv
ery
ca
pa
bili
tie
s
•M
ee
t re
gu
lato
ry c
om
plia
nce
re
qu
ire
me
nts
•P
rovid
e a
gili
ty,
vis
ibili
ty a
nd
au
dit c
ap
ab
ilitie
s
•R
ed
uce
use
of p
ap
er
ba
se
d d
ocu
me
nts
•E
nh
an
ce
d c
usto
me
r e
xp
erie
nce
fo
r cla
ima
nts
Insurance Claim
s Management
•A
CM
su
pp
ort
fo
r kn
ow
led
ge
wo
rke
r-d
rive
n, co
nte
nt-
rich
sce
na
rio
s
Usin
g A
CM
to
de
live
r B
usin
ess V
alu
e
Ad
ap
tive
se
t
of a
ctivitie
sS
um
ma
ry
Sta
tus
Fra
ud
Lik
elih
ood
22
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Mile
sto
nes
at-
a-g
lance
Ric
h
bu
sin
ess
ob
ject d
ata
FS Unified Loan Origination (ULO) Process Accelerator
Business Process Overview
Ap
pli
cati
on
C
ap
ture
Do
cum
en
t C
oll
ect
ion
ID &
B
ack
gro
un
d
Ch
eck
s (K
YC
)
Cre
dit
V
eri
fica
tio
nU
nd
erw
riti
ng
Pre
-D
isb
urs
em
en
t
Acc
ou
nt
Cre
ati
on
&
Dis
bu
rse
me
nt
StrategicGoals
•In
cre
ase
ne
w b
usin
ess
•R
ed
uce
op
era
tio
nal co
sts
Process Advantages
•S
ign
ific
an
tly c
ut
do
wn
lo
an
ap
pro
val tim
e
•P
rovid
e a
gili
ty,
vis
ibili
ty a
nd
au
dit c
ap
ab
ilities
Ch
eck
s (K
YC
)D
isb
urs
em
en
t
Be
st p
ractice
BP
M-d
rive
n c
olla
bo
rative
so
lutio
n to
en
ab
lee
nd
-to
-end o
ptim
ization
of th
eL
oa
n O
rig
ina
tio
nP
rocess
for
a fin
an
cia
l in
stitu
tio
n –
fro
m t
he
cre
atio
n o
f th
e f
ina
ncia
l a
pp
lica
tio
n t
o d
isb
urs
em
en
t o
f th
e lo
an
am
ou
nt.
Su
pp
ort
s
co
nsu
me
r a
nd
bu
sin
ess lo
an
s O
OT
B w
hile
pro
vid
ing a
fo
un
da
tio
n t
o d
eve
lop c
usto
m lo
an
ori
gin
ation
so
lutio
ns.
23
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•R
ed
uce
op
era
tio
nal co
sts
•Q
uic
kly
re
sp
on
d to
ch
an
gin
g m
ark
et co
nd
itio
ns
•E
nh
an
ce
cu
sto
me
r sa
tisfa
ctio
n
•B
uild
mu
lti-
ch
an
ne
l d
eliv
ery
ca
pa
bili
ties
•C
om
ply
with
re
gu
lation
s a
nd
re
du
ce
ris
k
•P
rovid
e a
gili
ty,
vis
ibili
ty a
nd
au
dit c
ap
ab
ilities
•E
asily
ad
ap
tab
le t
o b
usin
ess p
roce
ss c
ha
ng
es
•R
ed
uce
use
of
pa
pe
r b
ase
d d
ocu
me
nts
•M
an
ag
e s
hare
d b
usin
ess p
roce
ss a
cro
ss c
ha
nn
els
•P
rovid
e a
co
nsis
ten
t, p
ers
on
aliz
ed c
usto
me
r
exp
eri
en
ce
Travel Request Management (TRM)
Business Process Overview
Su
bm
it T
rav
el
Re
qu
est
Re
vie
w &
D
isp
osi
tio
n
Ru
les
Dri
ve
n
Ma
na
ge
me
nt
Re
vie
wF
ina
l D
isp
osi
tio
nN
oti
fica
tio
n
StrategicGoals
•Im
pro
ve
op
era
tio
na
l e
ffic
ien
cie
s
•R
ed
uce
co
sts
Process Advantages
•R
ep
lace
un
de
pe
nda
ble
em
ail
pro
ce
ss
•A
uto
ma
ted
no
tifica
tio
n
Re
qu
est
Dis
po
siti
on
Re
vie
w
Be
st p
ractice
BP
M-d
rive
n s
olu
tio
n to
en
ab
lee
nd
-to
-en
d a
uto
ma
tio
n o
f th
e T
rave
l R
eq
ue
st a
nd
Ap
pro
va
l p
roce
ss, fr
om
in
itia
l su
bm
issio
n to
fin
al d
isp
ositio
n a
nd
no
tifica
tio
n.
24
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•R
ed
uce
co
sts
•A
uto
ma
ted
no
tifica
tio
n
•A
pp
rove
mu
ltip
le r
eq
ue
sts
with
a s
ing
le a
ctio
n
•E
asily
tra
ck la
te r
esp
on
se
s
•A
na
lyze
tra
ve
l p
atte
rns
Document Routing and Approval (DRA)
Business Process Overview
Sto
re
Do
cum
en
t
Su
bm
it f
or
Ap
pro
va
lR
ule
s D
riv
en
R
ou
tin
gA
d-h
oc
Ro
uti
ng
Dis
po
siti
on
R
eq
ue
stF
ina
l D
isp
osi
tio
nN
oti
fica
tio
n
StrategicGoals
•Im
pro
ve
op
era
tio
nal e
ffic
ien
cie
s
•R
ed
uce
co
sts
Process Advantages
•R
ep
lace u
nd
epe
ndab
le e
ma
il a
pp
roval p
roce
ss
•A
uto
ma
ted
no
tifica
tio
n
Do
cum
en
tA
pp
rov
al
Ro
uti
ng
Ro
uti
ng
Re
qu
est
Dis
po
siti
on
Be
st p
ractice
BP
M-d
rive
n s
olu
tio
n to
en
ab
lee
nd
-to
-en
d a
uto
ma
tio
n o
f th
e D
ocu
me
nt R
ou
tin
g &
Ap
pro
va
l p
roce
ss –
fro
m in
itia
l su
bm
issio
n to
fin
al d
isp
ositio
n a
nd
no
tifica
tio
n.
25
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•R
ed
uce
co
sts
•A
uto
ma
ted
no
tifica
tio
n
•S
tan
da
rdiz
e a
pp
roval p
att
ern
s b
ase
d o
n d
ocu
me
nt ty
pe
•R
ole
ba
se
d a
pp
rovals
en
ab
les in
cre
ase
d a
pp
rova
l p
ool
•T
rack la
te a
pp
rovals
•Id
en
tify
bo
ttle
ne
cks
Internal Service Requests (ISR)
Business Process Overview
Su
bm
it S
erv
ice
R
eq
ue
stR
ev
iew
&
Dis
po
siti
on
Ru
les
Dri
ve
n
Ma
na
ge
me
nt
Re
vie
wS
erv
ice
Fu
lfil
lme
nt
No
tifi
cati
on
StrategicGoals
•Im
pro
ve
op
era
tio
nal e
ffic
ien
cie
s
•R
ed
uce
co
sts
Process Advantages
•R
ep
lace u
nd
epe
ndab
le e
ma
il p
roce
ss
•M
ain
tain
able
sta
nd
ard
ro
utin
gs fo
r se
rvic
e typ
es
Re
qu
est
Dis
po
siti
on
Re
vie
w
Be
st p
ractice
BP
M-d
rive
n s
olu
tio
n to
en
ab
lee
nd
-to
-en
d a
uto
ma
tio
n a
pp
rova
l o
f e
mp
loye
e r
eq
ue
sts
for
se
rvic
es p
rovid
ed
by f
ulfill
ing
de
pa
rtm
en
ts w
ith
in t
he
org
an
iza
tio
n.
26
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•R
ed
uce
co
sts
•M
ain
tain
able
sta
nd
ard
ro
utin
gs fo
r se
rvic
e typ
es
•A
uto
ma
ted
no
tifica
tio
n
•A
ud
ita
ble
sta
tus v
eri
fica
tio
n
•E
asily
tra
ck la
te r
esp
on
se
s
•A
na
lyze
se
rvic
e p
att
ern
s a
nd
bo
ttle
ne
cks
Employee Onboarding (EOB)
Business Process Overview
Off
er
Acc
ep
tan
ceS
cre
en
ing
S
erv
ice
sS
erv
ice
P
rov
isio
nin
gO
nb
oa
rdin
gS
oci
ali
zati
on
Pro
du
ctiv
ity
StrategicGoals
•S
up
po
rt h
igh
mo
rale
of
ne
w e
mp
loye
e
Process Advantages
•T
ime
ly e
xe
cu
tio
n o
f p
rovis
ionin
g r
eq
uir
em
ents
Off
er
Acc
ep
tan
ceS
erv
ice
sP
rov
isio
nin
gO
nb
oa
rdin
gS
oci
ali
zati
on
Pro
du
ctiv
ity
Au
tom
ate
dso
lutio
n fo
r th
e E
mp
loye
e O
nb
oa
rdin
g p
roce
ss, in
clu
din
g b
ackg
rou
nd c
he
cks a
nd
pro
vis
ion
ing
of re
so
urc
es.
27
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•S
up
po
rt h
igh
mo
rale
of
ne
w e
mp
loye
e
•A
ud
ita
ble
pro
vis
ion
ing
•R
ed
uce
ad
min
istr
ative c
osts
•S
tan
da
rdiz
e p
roce
ss a
cro
ss th
e o
rga
niz
ation
•Im
pro
ve
pro
du
ctivity
•T
ime
ly e
xe
cu
tio
n o
f p
rovis
ionin
g r
eq
uir
em
ents
•In
div
idual S
tatu
s R
ep
ort
s &
au
tom
ate
d w
arn
ing
s
•R
ed
uce
use
of
pa
pe
r b
ase
d d
ocu
me
nts
•P
rovid
e a
gili
ty,
vis
ibili
ty,
an
d a
ud
it c
ap
ab
ilities
Application Extension with Process Accelerators
Extend PeopleSoft or EBS with Employee Onboarding
�E
xte
nd
pro
ce
ss fro
m h
ire
to
pro
du
ctivity –
or
en
ab
le e
ve
n w
ith
ou
t a
pp
s
�P
rovis
ion
all
se
rvic
es th
at e
mp
loye
es n
ee
d, re
po
rt b
ack to
PS
an
d E
BS
�P
rovis
ion
all
se
rvic
es th
at e
mp
loye
es n
ee
d, re
po
rt b
ack to
PS
an
d E
BS
�F
ollo
w s
tan
da
rd p
roce
ss to
co
nfig
ure
fo
r sp
ecific
Cu
sto
me
r
Re
cru
itin
g &
W
ork
forc
e M
gt
Scr
ee
nin
g
Se
rvic
es
Se
rvic
e
De
term
ina
tio
nS
erv
ice
P
rov
isio
nin
gO
nb
oa
rdin
g
Pro
cess
Co
ntr
ol
Pro
du
ctiv
ity
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
28
Em
plo
ye
e
On
bo
ard
ing
PA
Inte
rna
l S
erv
ice
R
eq
ue
st P
A
Em
plo
ye
e
On
bo
ard
ing
P
A
Public Sector Incident Reporting (PSIR)
Business Process Overview
Re
po
rt
Inci
de
nt
Re
vie
w
Inci
de
nt
Ass
ign
&
No
tify
R
esp
on
de
rs
Co
rre
late
O
the
r In
cid
en
ts
Esc
ala
te
Inci
de
nt
No
tify
A
uth
ori
tie
sE
xtr
act
to
N
IEM
StrategicGoals
•E
na
ble
Mo
bile
, W
eb
, a
nd
in
tern
al re
po
rtin
g
Process Advantages
•E
ffic
ien
cy d
rive
n b
y R
ule
s b
ase
d p
rio
ritiza
tion
Inci
de
nt
Inci
de
nt
Re
spo
nd
ers
Inci
de
nts
Inci
de
nt
Au
tho
riti
es
NIE
M
Ora
cle
BP
Mp
roce
ss d
rive
n s
olu
tio
n fo
r In
cid
en
t R
ep
ort
ing
fo
r P
ub
lic S
ecto
r o
rga
niz
atio
ns.
En
ab
les r
ep
ort
ing
by c
itiz
en
or
offic
er, r
eso
lutio
n b
y P
S C
ase
Te
am
, a
nd
pro
ce
ss im
pro
ve
me
nt.
29
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•E
na
ble
Mo
bile
, W
eb
, a
nd
in
tern
al re
po
rtin
g
•A
uto
ma
te a
ctio
n r
ou
tin
g b
ase
d o
n in
cid
en
t d
ata
•R
ela
te s
imila
r in
cid
en
ts (
rule
s-b
ased
an
d m
an
ua
l)
•Id
en
tify
re
sp
on
de
rs b
ase
d o
n g
eo
ma
pp
ing a
nd
ro
le
•M
atc
h w
ith
So
cia
l N
etw
ork
activity*
•E
ffic
ien
cy d
rive
n b
y R
ule
s b
ase
d p
rio
ritiza
tion
•E
ma
il &
SM
S n
otifica
tio
n fo
r 2
4x7
im
me
dia
te r
esp
on
se
•In
div
idual sta
tus r
ep
ort
s &
au
tom
ate
d w
arn
ing
s
•A
gili
ty,
vis
ibili
ty,
an
d a
ud
itin
g c
ap
ab
ilities d
rive
n b
y b
oth
an
Op
era
tio
na
l a
nd
a T
actica
l d
ash
bo
ard
.
PSIR: High Level Business Process
Ca
se W
ork
er
Mobile
access
Act
ion
Off
ice
r
Ca
se
Socia
l
activity
analy
sis
Endeca*
Report Incident
Mobile or Portal
Witness
Incident
Rule based evaluation
Serial Activity?
Case Team collaborates to resolution
Escala
tion
Ca
se
Ma
na
ge
r
Dis
patc
h
Responders
Ba
lan
ce
Pro
ce
ss,
Re
so
urc
e
& C
ost
Pe
rfo
rma
nce
30
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Close Case
Ide
ntify
ne
w
ca
se
tre
nd
s
with
RT
D*
Re
fin
e
Au
tom
atio
n
an
d A
pp
rova
ls
Re
fin
e A
lert
s
Ca
se
Ma
na
ge
rPost-Incident
Analysis &
Recommendations
NIEM
Export
* R
TD
& E
nd
eca
are
un
de
r co
nsid
era
tio
n f
or
futu
re r
ele
ase
Financial Services Loan Origination (FSLO)
Business Process Overview
Ap
pli
cati
on
C
ap
ture
Do
cum
en
t C
oll
ect
ion
Ide
nti
ty &
B
ack
gro
un
d
(KY
C)
Cre
dit
V
eri
fica
tio
nU
nd
erw
riti
ng
Pre
-D
isb
urs
em
en
t
Acc
ou
nt
Cre
ati
on
&
Dis
bu
rse
me
nt
StrategicGoals
•In
cre
ase n
ew
busin
ess
•R
educe o
pera
tional costs
Process Advantages
•S
ignific
antly c
ut dow
n loan a
ppro
val tim
e
•P
rovid
e a
gili
ty,
vis
ibili
ty a
nd a
udit c
apabili
tie
s
(KY
C)
Dis
bu
rse
me
nt
Be
st p
ractice
BP
M-d
rive
n s
olu
tio
n to
en
ab
leend-to-end a
uto
ma
tio
n o
f th
e L
oa
n O
rig
ina
tio
nP
roce
ss fo
r a
Fin
an
cia
l
Institu
tio
n (
Re
tail
Ba
nkin
g)
–fr
om
th
e c
rea
tio
n o
f th
e fin
an
cia
l a
pp
lica
tio
n to
th
e d
isb
urs
em
en
t o
f th
e lo
an
am
ou
nt.
31
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•E
nhance c
usto
mer
satisfa
ction
•B
e m
ore
com
petitive in t
he M
ark
etp
lace
•B
uild
Multi-channel deliv
ery
capabili
ties
•C
om
ply
with K
now
Your
Custo
mer
(KY
C)
•R
educe u
se o
f paper
based d
ocum
ents
•M
anage b
usin
ess p
rocess a
s s
hare
d a
sset
acro
ss L
OB
and
channels
•P
rovid
e a
consis
tent,
pers
onaliz
ed c
usto
mer
experience
(CX
)
FSLO: High Level Business Process
Process Owner
(Mo
nito
r &
An
aly
ze
)
Ob
tain
Cre
dit R
atin
gs
Loan Officer
Cre
ate
Lo
an
Ap
plic
ation
Loan Processor
Cre
ate
Su
bm
issio
n
Pa
cka
ge
Compliance
Analyst
Ve
rify
Ap
plic
an
t
Create &
Disburse
Loan
Mobile Channel
Cre
ate
Lo
an
Ap
plic
ation
Loan Processor
Ob
tain
Co
ntr
act
Sig
na
ture
s
Loan Underw
riter
Ap
pro
ve o
r D
eclin
e
Ap
plic
ation
Au
to
Ba
ckg
rou
nd
Ch
ecks
32
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Ap
plic
ation
Pa
cka
ge
Ide
ntitie
s
Ap
pra
ise
Co
llate
ral
Web Channel
Cre
ate
Lo
an
Ap
plic
ation
Sig
na
ture
sA
pp
lication
Siebel –FS Loan Origination Integration
Front Office
Back Office
•S
iebel C
RM
for
Sale
s C
ycle
•L
oa
n A
pp
lica
tio
n C
ap
ture
•B
PM
PA
for
Fulfill
ment
FS Loan Origination “Middle Office”
Loan Origination Process Accelerator
CORE
BANKING
•B
PM
PA
for
Fulfill
ment
•L
oa
n A
pp
rova
l H
um
an
Ta
sks: ID
Ve
rifica
tio
n, U
nd
erw
ritin
g
•E
xte
rna
l S
erv
ice
s: C
red
it R
atin
g,
Ba
ckg
rou
nd C
he
cks
•S
yste
m In
teg
ratio
n: C
ore
Ba
nkin
g, C
on
tra
cts
, e
tc.
•F
eedback L
oop into
Sie
bel
33
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•F
eedback L
oop into
Sie
bel
•F
ina
ncia
l Acco
un
t In
fo
•E
nd-t
o-e
nd P
rocess T
rackin
g
Business Account Opening (BAO)
Business Process Overview
We
bsi
te
Ap
pli
cati
on
S
ub
mis
sio
n
Do
cum
en
t C
oll
ect
ion
ID &
Ba
ckg
rou
nd
(K
YC
-B
usi
ne
ss)
ID &
B
ack
gro
un
d
(KY
C -
Ow
ne
rs)
Co
ntr
act
s &
D
iscl
osu
res
Acc
ou
nt
Cre
ati
on
Acc
ou
nt
Fu
nd
ing
&
Act
iva
tio
n
StrategicGoals
•R
ed
uce
op
era
tio
nal co
sts
•C
om
ply
with
re
gu
lation
s a
nd
re
du
ce
ris
k
Process Advantages
•R
ece
ive a
pplic
ation
s fro
m w
eb
or
oth
er
ch
an
ne
ls
•S
ign
ific
an
tly c
ut
do
wn
acco
un
t o
pe
nin
g t
ime
Su
bm
issi
on
(KY
C -
Ow
ne
rs)
Act
iva
tio
n
Be
st p
ractice
so
lutio
n th
ate
na
ble
s F
S p
rovid
ers
to
str
ea
mlin
e th
eir d
ep
osit a
cco
un
t o
pe
nin
g
pro
ce
ss fo
r b
usin
ess
cu
sto
me
rs –
fro
m a
pp
lica
tio
nsu
bm
issio
n to
acco
un
t o
pe
nin
g a
nd
fu
nd
ing
.
34
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•C
om
ply
with
re
gu
lation
s a
nd
re
du
ce
ris
k
•E
nh
an
ce
th
e c
usto
me
r e
xp
eri
en
ce
•B
e m
ore
co
mp
etitive
in
th
e m
ark
etp
lace
•S
up
po
rt m
ultip
le c
usto
me
r in
tera
ctio
n c
ha
nn
els
•S
ign
ific
an
tly c
ut
do
wn
acco
un
t o
pe
nin
g t
ime
•M
inim
ize
hu
ma
n e
ffo
rt in
pro
ce
ss
•P
rovid
e a
gili
ty,
vis
ibili
ty a
nd
au
dit c
ap
ab
ilities
•R
ed
uce
use
of
pa
pe
r b
ase
d d
ocu
me
nts
Financial Reports Approval (FRA)
Business Process Overview
Pu
bli
sh D
raft
F
ina
nci
al
Re
po
rt
Re
vie
w /
Re
qu
est
In
ve
stig
ati
on
sC
laim
/Re
solv
e
Inv
est
iga
tio
ns
Ap
pro
ve
In
ve
stig
ati
on
sP
rep
are
Fin
an
cia
l P
ack
(se
t o
f d
ocs
)
Ap
pro
ve
F
ina
nci
al
Pa
ck
StrategicGoals
•S
up
po
rt r
ep
ort
pro
du
ctio
n a
nd
qu
alit
y a
ssu
ran
ce
Process Advantages
•T
ime
ly e
xe
cu
tio
n o
f fin
an
cia
l re
po
rtin
g r
eq
uir
em
en
ts
Fin
an
cia
l R
ep
ort
(M
S E
xce
l)In
ve
stig
ati
on
sIn
ve
stig
ati
on
sIn
ve
stig
ati
on
sP
ack
(se
t o
f d
ocs
)F
ina
nci
al
Pa
ck
En
d-t
o-E
nd
so
lutio
n fo
r e
ffic
ien
t a
nd
co
ntr
olle
d F
ina
ncia
l R
ep
ort
re
vie
w a
nd
ap
pro
va
l p
roce
ss b
y
fin
an
cia
l a
na
lysts
an
d d
ecis
ion
ma
ke
rs.
35
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•S
up
po
rt r
ep
ort
pro
du
ctio
n a
nd
qu
alit
y a
ssu
ran
ce
•M
on
ito
r a
nd
au
dit in
ve
stig
atio
n w
ork
flo
ws
•R
ed
uce
ad
min
istr
ative c
osts
•S
tan
da
rdiz
e p
roce
ss a
cro
ss th
e o
rga
niz
ation
•Im
pro
ve
pro
du
ctivity
•T
ime
ly e
xe
cu
tio
n o
f fin
an
cia
l re
po
rtin
g r
eq
uir
em
en
ts
•R
ole
-based
ne
xt b
est
actio
n d
ete
rmin
ation a
nd
wa
rnin
g
•R
ed
uce
use
of
em
ail
an
d p
ap
er
ba
se
d flo
ws
•P
rovid
e a
gili
ty,
vis
ibili
ty,
an
d a
ud
it c
ap
ab
ilities
Financial Reports Approval
Hig
h L
eve
l B
usin
ess F
low
4. A
ppro
ve
OR
More
Info
1. R
equest
Credit Risk
Cre
ate
Fin
ancia
l
Report
(F
R)
Schedule
Financial
Services
Load
“Unadju
ste
d”
FR
Excel
System
•P
eriodic
ally
kic
k o
ff F
R
appro
val pro
cesses
System
•M
akes U
nadju
ste
d F
R
Excel availa
ble
for
Investigation
Mgt
Credit Risk
Open E
xcel,
Request
Investigations
GFS
Open E
xcel,
Resolv
e Investigations
OR
More
Info
System
•A
ssig
ns tasks to n
ext
in
3. R
esolv
e
2.
Cla
im
3.
Resolv
e
36
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
Q. by L
egal E
ntity
–
Div
isio
n –
Pro
duct
•A
ssig
ns tasks to n
ext
in
line (
CR
that
opened,
GF
S that
Cla
imed)
Electronic Form
s Management (eFM)
Business Process Overview
Fil
l In
eFo
rmS
ub
mit
fo
r A
pp
rov
al
Ru
les
Dri
ve
n
Ro
uti
ng
Ad
-ho
c R
ou
tin
gD
isp
osi
tio
n
Re
qu
est
Fin
al
Dis
po
siti
on
No
tifi
cati
on
StrategicGoals
•Im
pro
ve
op
era
tio
nal e
ffic
ien
cie
s
•R
ed
uce
re
sp
on
se
tim
e
Process Advantages
•R
ep
lace p
ap
er
dri
ve
n a
pp
rova
l p
rocess
•A
uto
ma
ted
no
tifica
tio
n
Ap
pro
va
lR
ou
tin
gR
ou
tin
gR
eq
ue
stD
isp
osi
tio
n
Be
st p
ractice
BP
M-d
rive
n s
olu
tio
n to
en
ab
lee
nd
-to
-en
d a
uto
ma
tio
n o
f th
e E
lectr
on
ic F
orm
s c
rea
tio
n,
su
bm
issio
n, a
nd
ap
pro
va
l p
roce
ss –
fro
m in
itia
l su
bm
issio
n to
fin
al d
isp
ositio
n a
nd
no
tifica
tio
n.
37
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
•R
ed
uce
re
sp
on
se
tim
e
•R
ed
uce
co
sts
•A
uto
ma
ted
no
tifica
tio
n
•S
tan
da
rdiz
e a
pp
roval p
att
ern
s b
ase
d o
n fo
rm typ
e
•R
ole
ba
se
d a
pp
rovals
en
ab
les in
cre
ase
d a
pp
rova
l p
ool
•T
rack la
te a
pp
rovals
•Id
en
tify
bo
ttle
ne
cks
EF
M D
esi
gn
Electronic Form
s Management (eFM)
�O
rga
niz
atio
ns d
esig
n e
lectr
on
ic fo
rms
usin
g a
we
b b
ase
d fo
rms d
esig
ne
r
�E
ach form
type is a
ssocia
ted w
ith s
pecific
Form
s
Administrator
Define e
Form
s a
nd
Publish eForm
s
EF
M M
an
ag
e e
Fo
rma
pp
rov
al
pro
cess
�E
ach form
type is a
ssocia
ted w
ith s
pecific
checklis
ts, ro
uting p
att
ern
s,
and a
ppro
val
flow
s a
nd p
olic
ies
�O
rga
niz
atio
ns p
ub
lish
eF
orm
s o
n p
ort
al
�E
nd
use
rs o
f fo
rms (
e.g
., C
itiz
en
s,
Cu
sto
me
rs)
se
lect, fill
, a
nd
su
bm
it
form
s fo
r a
pp
rova
l
Define e
Form
s a
nd
appro
val pro
cess
Citizen/Customer
Fill
and s
ubm
it e
Form
38
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
EF
M M
an
ag
e e
Fo
rma
pp
rov
al
pro
cess
form
s fo
r a
pp
rova
l
�E
FM
ma
na
ge
s a
nd
su
pp
ort
s a
pp
rova
l
pro
ce
ss, a
lon
g w
ith
su
pp
ort
ing
do
cu
me
nts
an
d c
he
cklis
tsApprover 1
Approver N
Mobile Data Offloading (MDO)
•E
vent A
naly
sis
with S
patial data
–O
racle
Eve
nt P
roce
ssin
g r
ece
ive
s c
on
tin
uo
us s
tre
am
of d
evic
e lo
ca
tio
ns fro
m u
pstr
ea
m s
yste
m
Solution Details
–O
racle
Sp
atia
l is
use
d w
ith
in O
EP
to
de
term
ine
if
de
vic
e c
oo
rdin
ate
s a
re w
ith
in a
ny a
rea
s o
f
inte
rest. E
xtr
em
ely
effic
ien
t p
roce
ssin
g s
ince
are
as a
re in
de
xe
d a
nd
he
ld in
me
mo
ry a
nd
lo
ca
tio
ns
are
pro
ce
sse
d in
me
mo
ry w
ith
ou
t n
etw
ork
la
ten
cy in
vo
lve
d in
usin
g th
e d
ata
ba
se
.
–A
rea
s o
f in
tere
st a
re g
rap
hic
ally
de
fin
ed
by d
raw
ing
po
lyg
on
s, a
nd
po
licie
s s
pe
cifie
d
•C
ohere
nce inte
gra
tion
–C
oh
ere
nce h
old
s r
ele
va
nt re
fere
nce
da
ta fro
m th
e d
ata
ba
se
in
ca
ch
e a
nd
he
lps m
an
ag
e s
tate
of
de
vic
es th
at h
ave
en
tere
d a
n a
rea
of in
tere
st.
39
Co
pyri
gh
t ©
20
14
, O
racle
an
d/o
r its a
ffili
ate
s. A
ll ri
gh
ts r
ese
rve
d.
de
vic
es th
at h
ave
en
tere
d a
n a
rea
of in
tere
st.
•B
AM
dashboard
s s
how
curr
ent
activity,
devic
es in a
part
icula
r zone, etc
.
•Tech s
tack inclu
des O
racle
Event P
rocessin
g, O
racle
Busin
ess A
ctivity M
onitoring,
Ora
cle
Spatial&
MapV
iew
er,
Ora
cle
Cohere
nce
Mobile Data Offloading (MDO)
Data
Grid
De
vic
e g
eo
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