An introduction to Oracle Case Management by Leon Smiers

Oracle makes a habit of adding important functionality to minor patch sets. In the recent 11G Release 2 Patch set 6 of Fusion middleware, Oracle has added a milestone in the BPM stack, the Case management functionality. Discussions around this topic had already been going for a while, but finally the first part of it is included in the Fusion Middleware stack.

In this blog I will elaborate its importance and what is contains Since this an important functional addition we will publish more detailed blogs around this topic in the near future.

What functionality is needed for Case Management?
Organizations increasingly need to deal with unstructured processes that Business Process Management Suites are not designed to cope with. Case Management is a way to govern and control these unstructured processes, but Case Management solutions can be challenging to develop.

Developing Case Management around a BPM solution preferably in conjunction with an Enterprise Content Management System solves many of these problems.

What is a case?
A case is a collection of activities that support a specific business objective. Each case has a lifecycle. During that lifecycle there will be a range of activities and requirements; information and content may need to be gathered in a wide range of formats (such as documents, email, minutes, interviews, photos and other data). Throughout there will be process related tasks and actions, human decisions and interventions. At any time in the lifecycle we should be able to have a holistic view of the case, create reports and review audit trails. A case will be subject to organizational policy or procedure, which determines the appropriate outcomes. Read the full article here.

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New case management functionalities in Oracle BPM Suite 11.1.1.7 by Danilo Schmiedel

Today I would like to highlight a nice feature of the newest Oracle BPM Suite Release. I am very happy that Oracle enriched the Suite with certain Case Management functionalities that fit into the existing Service Component Architecture (SCA). In the past month I already had the chance to play a bit with the beta software. With this post I would like to share some of my experiences.

Why Case Management?
Business Process Management becomes more and more important. With BPM Suite processes can be modeled, implemented, simulated and executed in a multi-user environment. There are also a lot of different reports available to monitor processes during runtime. We see in our projects, that this kind of automation is especially valuable for processes which are based on routine work. Some examples are “Hiring”, “Order-to-Cash”, “Order Management”, “Travel Request Management” and so on.

However – we also notice quite a high amount of processes, which are too complex and too flexible to model them in BPMN. We call it knowledge-intensive work. Of course if you have a lot of time you might be able to model almost everything but is it a benefit to have processes which are not readable anymore? How fast is your time-to-market? How easy is it to implement process changes? How can you support the job of the knowledge worker? Some typical domains with a high amount of knowledge-intensive work are Insurances, Banks, Healthcare, Civil Services and Government Agencies.

Let me try to explain the need of case management with our RYLC example. RYLC stands for “Rent your legacy car” and it was introduced in a series of articles as an overall solution example. The main target of RYLC was to explain concepts like service categories, loose coupling, canonical data model, service security and much more (see SOA Spezial magazine for details). The graphic below shows the complete End-to-End RYLC process in BPMN notation from receiving the request, selection of the car, checkout of the vehicle, returning it, creation of the invoice and cash clearance. I highlighted the checkin-part of the process, which covers the return of the car. It is based on an asynchronous message exchange pattern – the process execution stops until the checkin is completed or canceled. In this stage several things can happen.

BPMN Example – Rent your legacy car (RYLC)

The happy path of the process would be that everything goes well and the customer returns the car at the date that has been agreed during the reservation. The extension of the rental period can trigger other actions which are necessary to satisfy the customer. In worst-case the customer might have an accident or somebody steals the car. Read the full article here.

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BPM 11g JDeveloper IDE PS5 Bug for Process ExecData by Andrejus Baranovskis

I was hitting ugly BPM 11g JDeveloper IDE PS5 bug recently. This bug is strange, because is reproduced just after JDeveloper restart for the working process. Imagine you have valid BPM process, everything works well – restart JDeveloper and suddenly BPM process is corrupted. In my specific scenario I was referencing system attribute from BPM execData – execData object is suddenly lost after JDeveloper restart. I don’t have solution for this yet, just want to share with you the use case for this BPM 11g JDeveloper IDE PS5 bug.
Sample application (SimpleProcess.zip) contains BPM process with one basic Human Task activity: When you create Human Task activity – execData object is available in Data Associations. Read the full article here.

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Fusion Middleware for Apps Reference Guide & Inside Oracle Applications with Oracle Fusion Middleware

At our SOA Community Workspace (SOA Community membership required) you can find the latest Fusion Midddleware for Applications presentations:

SOA & BPM Partner Community

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Insurance SOA & BPM DSS Demo

For access to the Oracle demo systems please visit OPN and talk to your Partner Expert Highlights.
Introduction This demo is a business solution for Insurance domain and showcases how Insurance companies can sell Insurance online. This enables users to quote and buy the policy online. The solution covers the breadth of Fusion Middleware stack. We have WebCenter Spaces for Intranet Site, WebCenter portal application for Customer interfacing site, IDM for Security, SOA/BPM to orchestrate the business use case, UCM as Content Server, OBIEE for reporting and OBIEE Publisher to generate summary pdf reports on the fly. Java Mail Server to relay email messages to customers.

Highlights

  • BPM plays a critical role by providing proactive real-time insight through a flexible real-time decision engine
  • Reduces data entry redundancy and improves quote-to-sale ratios
  • Manages complete process to reduce service cost for end customers
  • Helps businesses to shift from a product-focused to a customer-focused business model
  • Uses MDM for business data and Insbridge for Insurance data capture

Demo Flow Client requests for a quote by entering cover details, employment details, personal details in the alamere portal application. Request quote data is evaluated and decision is taken whether to generate quote or forward the quote for approval before confirming it. Manual approval of the quote by underwriters. Communication between underwriters using BPM Process Spaces. Tracking of the BPM Process instance in Process Spaces. Communication to the client by emails. Buying the Insurance policy by the client. Policy confirmation to the client in the account of the client and through email. For more information and access visit OPN.

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SOA Community Newsletter May 2013

Dear SOA partner community member

Oracle’s fiscal years ends in May – let us know if you need any support to close your SOA or BPM opportunity! We are happy to arrange a conference call or visit with you and your customer. May is the last chance to get a free voucher to be Oracle certified Expert in SOA & BPM!

Together with a team of SOA experts, including Dr. SOA, we publish a 14th articles series about Industrial SOA OTN and the Service Technology Magazine. We are keen to discuss your experience and to
share your best practice, please send us your feedbackTwitter @twitter/soacommunity  #industrialSOA!

Like the past years, we want to bring the Oracle Fusion Middleware Innovation home to Europe! Let us know if you want to submit a nomination, we are happy to support it and write a nice quote for you.

This month’s newsletter key topic is Adaptive Case Management (ACM), which is one of the key new features of BPM PS6. Danilo Schniedel, Leon Smiers and Mark Foster published excellent articles about ACM. To get a good impression of BPM PS6 watch the video from the A-Team or attend the on-demand seven Webcasts Series. At our SOA Community Workspace (SOA Community membership required) you can test and BPM iPad mobile worklist demo application.

You can find the latest presentation about Oracle Event Processing PS6 Enhancements & Quick Start Guide to build fast data solution for big data environments also at our Workspace. For Device to Device (D2D) solutions and integrations we published D2D Executive Overview & D2D Value Proposition.

If you want to demo BPM Suite PS6 and SOA Suite PS6 make sure you use the hosted demo services. To get access to the demo environment please contact OPN! At the demo environment you will find a starter kit as well as customizable demos.

Shanny Anoep published an article” What’s new in Oracle SOA Suite 11g R1 PS6”, and Mark Nelson about SOA Version Control. The Amis team published a SOA Suite definitive guide to: The UMS adapter (11.1.1.7). To size your SOA solution we published SOA performance on SPARC T5 benchmark results. Make sure you also use the SOA Suite Tuning Guide for SPARC. A great feature to discover in SOA Suite 11g is the b2b functionality, to learn more attend our b2b training on 21-22 May in Amsterdam.

In the Service Bus section of the newsletter we feature the Fault Handling and Prevention (II) by Ronald van Luttikhuizen & Guido Schmutz and Building OSB projects with Maven and removing the eclipse dependency by Mark Nelson.

Do you want to speak about your success and best practices? Submit your paper for the UKOUG Technology Conference 2013 which will be taking place on 2nd – 4th December at the Manchester Central Convention Complex. For additional call for papers please visit our C4P wiki. Please feel free to add yourself to the conference!

Wish you great success to close all your SOA & BPM opportunities! And thanks for the collaboration & success in fiscal year 2013!

Jürgen Kress
Oracle SOA & BPM Partner Adoption EMEA

To read the newsletter please visit http://tinyurl.com/soanewsMay2013 (OPN Account required)

To become a member of the SOA Partner Community please register at http://www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center.

SOA Newsletter

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Business Process Expert Day in Berlin, June 20th 2013

image2013 the OMG (Object Management Group) is back in Germany! In cooperation with the OMG the “Business Process Expert Day” takes place in Berlin. An all-day program with international BPMN experts. Please find more details at our registration page.

The highlights are:

  • · Business Process Identification and Discovery
  • · Enterprise BPM
  • · Ganzheitliche Geschäftsprozessmodellierung mit BPMN und UML
  • · “Das BPMN-Kochstudio”

Become part of the OMG community and network with the BPMN experts!

Schedule & location: June 20, 2013 in Berlin (Radisson BLU Hotel Berlin)

For details please visit our registration page

image

SOA & BPM Partner Community

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Industry Presentations SOA & BPM

At our SOA Community Workspace (SOA Community membership required) you can find the latest SOA & BPM Industry Presentations. If you have clients in one of the following industries, make sure you take a look at the presentations to get new ideas on how to position SOA & BPM (Please note: presentations are Oracle and Partner confidential. Please do not share them with your customers):

SOA & BPM Customers in:

SOA & BPM Partner Community

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Oracle Learning Library on SOA and BPM

Do you want to learn more about Oracle SOA Suite and BPM Suite? Do you need to get quick product details for your project? Make sure you visit the Oracle Learning Library – for free online trainings on-demand. You can search by product e.g. Oracle SOA Suite and Oracle BPM Suite:

SOA & BPM Partner Community

For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center.

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Do you want to become an Oracle certified Expert in SOA & BPM? 100 free Implementation Specialist vouchers only in May 2013

For all SOA & BPM experts, we offer 100 free vouchers worth $195 to become an imageOracle certified expert.

To receive a SOA & BPM voucher please send an e-mail with the screenshot of your SOA 11g PreSales Specialist Assessment or BPM Suite 11g PreSales Specialist Assessment certificate to brigitte.felisaz@oracle.com including your Name, Company, e-mail and Country with the e-mail subject free SOA & BPM voucher! Vouchers are only valid until end of May 2013!

 

SOA

BPM

Pre-Sales assessment (free online test)
Preparation:

SOA 11g PreSales Specialist Assessment
SOA 11g PreSales Specialist online training (OPN account required – need help?)

BPM Suite 11g PreSales Specialist Assessment
BPM 11g PreSales Specialist online training (OPN account required – need help?)

Implementation assessment
Preparation:

SOA Suite 11g Essentials (1Z1-478)
Bootcamp training material (Community membership required)

BPM Suite 11g Certified Implementation Specialist (1Z0-560)
Bootcamp training material (Community membership required)

Free vouchers are reserved for partners from Europe, Middle East and Africa. Any other countries please contact your local partner manager!

For regular information on Oracle SOA Suite become a member in the SOA & BPM Partner Community for registration please visit www.oracle.com/goto/emea/soa (OPN account required) If you need support with your account please contact the Oracle Partner Business Center.

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