ACM 11g – Activities by Suyash Khot

In my previous blog, we looked at Oracle ACM’s Title, Priority, and Category artifacts and their configurations in an Oracle ACM project. In this blog, we will dig a bit deeper into ACM, specifically ACM Activities. Within an ACM Case, when you create an ACM Activity, you are presented with a few properties that need be set for the activity. The values you select in these properties will define that activity. In this blog post, we will take a look at these properties and, more interestingly, at how a combination of these properties define a case activity, and hence the case.

Before we dive into the properties, here is a quick look into how to create an ACM activity and the three levels an activity progresses through within a case.

Creating a Case Activity

While creating your BPM project, make sure you selected the ‘Composite with Case Management’ option. If you do that, when you right-click any BPM process or Human Task it gives you an option to ‘Promote as Case Activity’. When clicked, this creates a case activity under the case. That specific BPM process or that specific human task gets associated to the case activity, such that when that case activity is set to Running (see below for definition of Running), it kicks-off the BPM process or human task that you associated to that case activity. Read the complete article here.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

A Model for Planning Your Oracle BPM 10g Migration by Kris Nelson

As the Oracle SOA Suite and BPM Suite 12c products enter beta, many of our clients are starting to discuss migrating from the Oracle 10g or prior platforms. With the BPM Suite 11g, Oracle introduced a major change in architecture with a strong focus on integration with SOA and an entirely new technology stack. In addition, there were fresh new UIs and a renewed business focus with an improved Process Composer and features like Adaptive Case Management. While very beneficial to both technology and the business, the fundamental change in architecture does pose clear migration challenges for clients who have made investments in the 10g platform. Some of the key challenges facing 10g customers include:

  • Managing in-process instance migration and running multiple process engines
  • Migration of User Interfaces and other code within the environment that may not be automated
  • Growing or finding technical staff with both 10g and 12c experience
  • Managing migration projects while continuing to move the business forward and meet day-to-day responsibilities

As a former practitioner in a mixed 10g/11g shop, I wrestled with many of these challenges as we tried to plan ahead for the migration. Luckily, there is migration tooling on the way from Oracle and several approaches you can use in planning your migration efforts. In addition, you already have a defined and visible process on the current platform, which will be invaluable as you migrate. 

A Migration ModelThis model presents several options across a value and investment spectrum. The goal of the AVIO Migration Model is to kick-start discussions within your company and assist in creating a plan of action to take advantage of the new platform. As with all models, this is a framework for discussion and certain processes or situations may not fit. Please contact us if you have specific questions or want to discuss migrations efforts in your situation. Read the complete article here.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

Adaptive Case Management – Exposing the API – part 1 by Roger Goossens

Custom ACM Api One of the most important building blocks of Adaptive Case Management is the ACM API. At one point or another you’re gonna need a way to get information (think about a list of stakeholders, available activities, milestones reached, etc.) out of the case. Since there’s no webservice available yet that exposes the internals of the case, your only option right now is the ACM API.

ACM evangelist Niall Commiskey has put some samples online to give you a good feeling of the power of the ACM API. The examples show how you can access the API by means of RMI. You first need to obtain a BPMServiceClientFactory that gives access to the important services you’ll mostly be needing, i.e. the IBPMUserAuthenticationService (needed for obtaining a valid user context) and the ICaseService (the service that exposes all important case information). Now, obtaining an instance of the BPMServiceClientFactory involves some boilerplate coding in which you’ll need the RMI url and user credentials: Read the complete article here.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

Adaptive Case Management Modeling with CMMN by Jessica Ray

A new version of Oracle BPM Suite 11.1.1.7 with Adaptive Case Management (ACM) is now available, so what will that mean for requirements gathering? BPM project requirements can be documented using Business Process Model and Notation (BPMN 2.0). For ACM, there is a new notation in the works. It is called Case Management Model and Notation (CMMN). For now, this notation isn’t included as a modeling tool in the new version of Oracle BPM Suite 11.1.1.7 with ACM, but it is possible that a modeling tool could be included in a future release.

What is CMMN? CMMN is a standard intended to capture the common elements that Case Management Products use, the same way that BPMN is a standard for BPM products (such as Oracle BPM). CMMN is created by the Object Management Group (OMG) and is still in the beta version. In April 2014, OMG released the second beta version the CMMN 1.0, and the most recent version is available here.

CMMN captures some of the elements that are commonly used when talking about ACM such as Cases, Milestones, and Tasks. It also introduces some elements that you may not automatically hear when talking about ACM such as Stages, Events, and Decorators. Here is a quick summary at a few (but not all) of the elements of CMMN taken from the CMMN spec.

A Few CMMN Elements Read the complete article here

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

Implementing deadline functionality with Oracle Adaptive Case Management by Léon Smiers

Oracle released Adaptive Case Management (ACM) in 2013 as part of the BPM stack. One of the functionality we needed in a project recently, was the handling of deadlines in the context of a case. There is (currently) no out-of-the-box solution to, for example, escalate or reassign a case when a specific deadline has expired. In this blog we describe how this functionality can be created with the out-of-the-box functionality of Oracle Case Management.

Dealing with deadlines
Consider the situation that a case needs to be automatically transferred from an employee to a supervisor after 24 hours and from the supervisor to the manager after 48 hours. Of course, when a case is closed while the deadline has not expired yet, the timer keeping track of the deadline should be terminated.
A solution to this use case would be to implement an interaction between thet case manager and a dedicated timer process as depicted in Figure 1. In this figure the Case Manager initiates the timer process. When the timer expires (e.g. the first 24 hours), the data associations are updated and an internal case event is thrown to give control back to the case manager. The case manager analyses the incoming data, performs some tasks and eventually re-launches the timer process to wait for the next 24 hours.
Figure 1: Timers expires after 24 hours after which a new deadline check is started
The other scenario is depicted in Figure 2. Here the timer process is stopped by the case because the case has ended before the deadlines expires. Read the complete article here.

 

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

BPM update adds Case Management Web Interface and REST APIs by Mark Nelson

Oracle has just released BPM 11.1.1.7 Bundle Patch 3 which adds the out of the box web interface for Advanced Case Management and REST APIs for working with BPM.

The patch is available from Oracle Support, it is patch number 18072286.

The Case Management interface looks a bit like this:
acm

And here is an example of using the REST API.  You can call the REST URL (GET) http://yourserver:port/bpm/services/rest/application.wadl to get details of the available services:
Read the complete article here.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

ACM training material

At our SOA Community Workspace (SOA Community membership required) you can download the Adaptive Case Management training material from the Malta Community Forum: ACM bootcamp 02.2014. The material does not include the software image.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

Adaptive Case Management – SOA & BPM Bundle Patch 11.1.1.7.3 Now Available

This patch includes the Adaptive Case Management UI – patch #18072286 – Download (via Oracle support)

  • With this patch the ACM UI is now available without needing the controlled patch
  • If you have already applied the ACM patch (17767877),  this will be rolled back automatically when you apply the BP3 patch
  • This patch also makes available the REST API (URI  /bpm/services/rest/application.wadl)

Please let us know if you work on an ACM opportunity / project!

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

Adaptive Case Management OTN WebCast with Danilo Schmiedel

Oracle ACE Director Danilo Schmiedel, SOA/BPM solution architect with Opitz Consulting in Germany, talks about Adaptive Case Management, Predictive Analytics, and Process Mining. Watch the video here.

To download the Adaptive Case Management post mentioned in this interview, please visit the blog post.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki

The key ingredients of an ACM case – the Hotel Booking Case in terms of adaptive case management by Amis

In a recent post I have introduced the key concepts in Adaptive Case Management (ACM). In the article you are reading now, I want to show an example of a specific case. This example should provide some clarity on exactly how the core aspects of a case are specified and how these provide the foundation for the case as it will be managed  by the ACM engine of choice (for example Oracle BPM Suite 11g).

The example I use – inspired by the surroundings of the Oracle Fusion Middleware Partner Community event on Malta (February 2014) – is a hotel. The scope of the case is the booking and stay of a guest or party of guests. The case starts with the potential guest enquiring after prices and availability. It can conclude in several ways – ranging from the guest having had a pleasant stay to either cancellation, no show or even no booking at all.

This article does not yet discuss the implementation of the case. It introduces the key components that should be produced during design phase of the case and that provide the ingredients for implementing the case as an ACM process.

Note: I am not striving for a complete case definition. I am sure many hotels would use different, more extensive case definitions. This article’s objective is only to provide an example to demonstrate the various constituents of an ACM case definition.

Milestones

The milestones identified in my fictitious hotel case are:

  • Booking made: possibly based upon the quote provided to the guest, a booking has been made
  • Booking cancelled
  • Cancellation deadline passed: a guest can cancel a booking up 24 hours before the arrival data; when that deadline has passed, the booking enters a new phase: the hotel starts making preparations and the guest has to pay now – even upon no-show or (late) cancellation; note: this is a special milestone, one that is brought about by passing of the time rather than by an event in the case
  • Guest Checked-in
  • Check-out performed
  • No-show declared
  • Guest Complaint received
  • Guest Complaint handled
  • Case Closed

Not all of these milestones will have to be reached in a case instance. In fact, several are mutually exclusive. Some may be revokable: even when the milestone has been reached, the case stakeholders can be decide that on second thoughts it is not reached after all (for example: after no-show was declared, the guest arrives or after the guest complaint as declared taken care of, the guest persists with the complaint).

Stakeholders

Various stakeholders can be associated with the case. Whether they will have direct to an automated system that orchestrates the case is not yet determined. However, each stakeholder may directly or indirectly influence the case. Some of these stakeholders are internal (from the viewpoint of the hotel) while others are considered external. Not all stakeholders listed have to be involved with every instance of the case. Read the complete article here.

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.

Blog Twitter LinkedIn image[7][2][2][2] Facebook clip_image002[8][4][2][2][2] Wiki