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What is Adaptive Case Management?

(Technically)

Jon Petter HjulstadMiddleware Department Manager – Oracle ACE Associate

Jorge QuilcateSenior Consultant – Oracle ACE Associate

About us

SYSCO AS – Norway © OUGN 2015 2

• 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!

About you


• Who have worked with Oracle Fusion Middleware products?

• How many of you have worked with Oracle SOA or BPMSuite?

• How many of you have used ACM tools?

Agenda

What about ACM?How does

Oraclehandle ACM?

How can I start working

with it?Let’s use it!


A couple of concepts…


“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 networkitself to be relatively simple.”

Book: “The Future of Ideas” – Lessig, Lawrence

What about Case Management?


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

Process Classification


Business Processes

Human-Centric

Pre-set / routine Knowledge Work

System-Centric

BPMN / CM

CMBPMN

BPEL

What about CM Methodology?


Case-Functional Design Categories

Case Lifecycle Design

Case Flow / Process

Events Rules

Case Information Design

Data DocumentsPeople

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

What about Models and Notation?


CMMN: Case Management Model and Notation

Case Plan Model

Case File Item

Case Stages

Case Events

Case Milestones

Case Tasks Connectors

What about Models and Notation?


How does Oracle handle ACM?


Oracle BPM Suite before ACM


MDS RepositoryOptimized

Binding

Process Analytics

CubesBAM

B2B

Oracle Service Bus

Common JCA-based connectivity infrastructure

SOA Infrastructure Unified Runtime

Process Core

BPEL BPMN

Human Workflow

Business Rules

Mediator

Events

Oracle BPM Suite after ACM


Optimized Binding

Process Analytics

CubesBAM

B2B

Oracle Service Bus

Common JCA-based connectivity infrastructure

SOA Infrastructure Unified Runtime

Process CoreHuman

WorkflowMediator

BPMNBPEL

Case Management

Business Rules

MDS Repository

ECM Repository

Events

How does Oracle handle ACM?Design Part


New “Case Management” Component


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)

Case Activities


Available Running Completed

Case Milestones and Periods


Milestones overlaps BPM Activity Guide and can’t be together in the same composite

Outcome is reached at the end of the Case Lifecycle

Case Data and Documentation Management


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).

User Events and Integration with EDN


User Events are situations that any user could trigger during Case lifetime.

In conjunction with Systemevents (Case, Milestones, Data,

Document, etc.) could be published on Event Delivery Network

Stakeholders and Permissions


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.

Case’s Business Rule


Business Rule are focus on control and automate Case Flow logic

New functions are included to manipulate Case events

How does Oracle handle ACM?Runtime Part


Case UI


Case UI - Documents


Case UI – Audit Trail


Case UI

How can I start working with it?


“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



“Quick start with Oracle BPM Suite”









“Knowledge Workers” examples:

• Incident Management,

• Licensing and Permits Management,

• Claim Management,

• Public Services,

• Order Processing,

• HR recruitment,

• Financial processes,

etc… etc…

Let’s use it!


Case Management

Let’s use it!


• Demo:

Oracle BPM Suite 12c

CMWS

Oracle Service Bus 12c

Database

DB Adapter

API

Oracle Business Process

Workspace

CMAPI

Recommendation from @soacommunity


• “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

Resources


• 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

http://www.soacommunity.com/

http://www.acmcommunity.com/

http://www.weblogiccommunity.com/

http://www.ateam-oracle.com/

http://www.sysco.no/blogg

http://jeqo.github.io/blog

https://twitter.com/Jphjulstad

https://twitter.com/jeqo89

https://github.com/sysco-middleware

Software

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