Oracle BPM Adaptive Case Management 2014

BPM and
Adaptive Case Management
with Oracle BPM Suite 11g
David Webber
NIEM and Open Data Team Lead
April, 2014

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 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

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

Typical Business Process Flow + Swimlanes

Actual Case-based Process Flow

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

Need an approach something like this …

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)
Milestones

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

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

 Case
Activities, Events, Stakehol
ders and Permissions
 Runtime management of
above concepts
 User driven task
decomposition
 CMIS support to work with
multiple content stores

Case Documents
 Content can be managed via case
interface
 Or directly via CMS
 Integration with other CMS based on
CMIS

Case Events and Milestones
 Lifecycle Events
 Activity Events
 Documents Events
 Data Events
 Milestone Events
 User Defined Events
with ad-hoc process flow
BPM Dashboard Process Tracking/Auditing

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

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

Enhanced Business Rules
• Business Policies
• Flexible Processes with
dynamic binding
• Approval and Task routing
• Flexible case handling
• Rule Testing

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

Case Workspace
Case Listing
Advanced Search Audit Trail
Activities
Pin/Unpin Listing
Case Data Forms
Case Milestones
Stakeholders
User CommentsUser Defined Events
Case Documents

Summary

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

22 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
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

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

Oracle BPM Adaptive Case Management 2014

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Editor's Notes