Case Management Patterns using Oracle Process Cloud Service by Jose Rodrigues

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Hi and welcome to a new article on Oracle Process Cloud Service (PCS).

This time, we’re going to address some use patterns that may seem difficult to implement using PCS, and tackle the need for unstructured parts of the process, which is to say, parts of the process that can’t be previously modelled because, well… we don’t know how they’ll turn out.

Take for instance a complaint to your customer service department. You’ll never know, in advance, what kind of complain it will be, or if you need one, two, five or fifty interactions with the customer, or if you need to get approval from department A or B to try and compensate the customer, or even if any legal action will be needed with a supplier of yours, after they failed to compensate the complainer in due time.

So, you see, there are some elements that may render part of your process impossible to predict, at least in terms of activity sequence. You know that these may take place at some point in time in the process, but you can’t plan ahead and model the exact activity sequence (“A” will happen after “B”).

To handle this type of less structured processes (I don’t like the term “Unstructured”, because they have a structure), there’s a discipline called “Case Management” (CM). CM handles the choreography of this type of processes, called Cases, guaranteeing that the activities that are part of the process are executed at the right time and when conditions permit it.

For the remainder of the article, please consider the terms “Case” and “Process” as interchangeable, the term “Less structured Process” as equivalent to Case, and the term “Structured Process” as equivalent to a predefined flow-controlled Process (BPMN process or equivalent).

The main idea behind CM is that instead of the process model determining the next action to be taken, it’s the worker who, actually decides what should be the next best action to perform in each situation, using his experience.

This is not to say that the worker can just do any activity at any time. Typically, there are specific business rules that enable or disable a given activity based on the current data and events associated with a specific process. However, these rules can be as tight or as flexible as we may need.

Case Management Patterns

The idea of the article is to give you the tools you need to implement Case Management patterns using Oracle PCS. This is not to implement Case Management in PCS, but just some case management behavioral patterns. Parts of what is “Case Management” will not be addressed in any way, but things like Ad-hoc process/task calls will, and this is sufficient for most needs. Read the complete article here.

 

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Technorati Tags: SOA Community,Oracle SOA,Oracle BPM,OPN,Jürgen Kress

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About Jürgen Kress
As a middleware expert Jürgen works at Oracle EMEA Alliances and Channels, responsible for Oracle’s EMEA Fusion Middleware partner business. He is the founder of the Oracle SOA & BPM and the WebLogic Partner Communities and the global Oracle Partner Advisory Councils. With more than 5000 members from all over the world the Middleware Partner Community is the most successful and active community at Oracle. Jürgen manages the community with monthly newsletters, webcasts and conferences. He hosts his annual Fusion Middleware Partner Community Forums and the Fusion Middleware Summer Camps, where more than 200 partners get product updates, roadmap insights and hands-on trainings. Supplemented by many web 2.0 tools like twitter, discussion forums, online communities, blogs and wikis. For the SOA & Cloud Symposium by Thomas Erl, Jürgen is a member of the steering board. He is also a frequent speaker at conferences like the SOA & BPM Integration Days, JAX, UKOUG, OUGN, or OOP.

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