Case Management Model and Notation (CMMN) by Torsten Winterberg

The beta version of the current working draft of the new OMG paper can be found here.

This figure 72 shows an example, how a case (here: writing a document) can be modeled using CMMN elements:

Table 43 explains, where the different types of decorators can be used:

The meaning if the elements and the decorations are explained in the CMMN beta document. Read the full article here.

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Poster: Adaptive Case Management (ACM) in Practice

Knowledge-driven processes are typically unpredictable in their execution. Experts working on them decide what’s the next best action to take. This is in contrast to traditional BPM, in which all possible paths of a process are predetermined and modeled into the process. Case management is a way to control and implement these unstructured processes. With the poster below we’d like to bring some of the key aspects of Adaptive Case Management (ACM) on one page.

Feel free to download the PDF-version if you are interested in (login required):

  • What is ACM?
  • Why should I use ACM?
  • How can ACM user interfaces look like?
  • What are the main building blocks of an ACM solution?
  • How to visualize ACM cases with CMMN 1.0? 

Send your feedback via twitter with #acmposter:


Jürgen Kress
twitter.com/soacommunity

Berthold Maier
twitter.com/bmaier

Hajo Normann
twitter.com/HajoNormann

Danilo Schmiedel
twitter.com/dschmied

Guido Schmutz
twitter.com/gschmutz

Bernd Trops
twitter.com/berndtrops

Clemens Utschig-Utschig

Torsten Winterberg
twitter.com/t_winterberg

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The Oracle Case Management API by Koen van Dijk

Case Management is a new addition to Oracle BPM in release 11.1.1.1.7 (PS6). This new release contains the Case Management engine, see blog Léon at  http://leonsmiers.blogspot.nl/ for more details.  However, currently this release does not contain a case portal. The case management API’s, just like the already existing Oracle BPM API’s, help in developing a portal page with relative ease. This blog will use some real life examples from the EURent casemanagement application and portal application developed by Oracle.

The Oracle BPM Case Management API is a Java Based API that enables developers to programmatically access the new Case Management functionalities. It is an elaborate API that can access all the functionalities of Oracle Case Management. I will describe two of those functionalities in this blog: retrieving case data as DOM (http://www.w3.org/DOM/) and attaching a document to a case.

Libraries

First of all when creating a Case Management project you will need to attach the following libraries:


These contain all the classes that are in the Case Management API.

Service client

To do anything with the BPM CaseManagement API in general it is necessary to create a Case Management Service Client Object. The Case Management service client is the central piece of the Case Management API. It can be used to retrieve two different types of services. The first is the case stream service and the case service. The case stream service contains functionality to upload and download documents to and from a case. The second one is the CaseService. This service contains all the other functionality acting upon a case including but not limited to:

  • Get a list of attached documents
  • Abort a case
  • Add a stakeholder
  • Get case data
  • Get a case activity

Read the full article here.

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Case Management Samples Released by Mark Nelson

Heidi Buelow (@heidibuelowBPM) from the BPM Product Management team at Oracle, has published some Case Management samples on java.net.

They include the ‘EURent’ case definition, which is a car rental scenario. It also includes a document that walks you through the use case. There is also a sample Case Management UI that you can use to run the case.

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ACM Articles by Ajay Khanna

Ajay Khanna, Senior Principal Product Marketing Director published a nice blog series about Adaptive Case Management:

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Case Management Sample Application for BPM Suite 11.1.1.7

Do you want to try the new adaptive case management (ACM) functionality in BPM Suite? Our product management team just published a sample application.

Case management is a solution for non structures processes. With the new functionality BPM Suite can do now both structured and un-structured ad-hoc processes. If you work on an ACM opportunity please make sure you attend the BPM training part of the OFM Summer Camps and contact us to get dedicated ACM support!

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Adaptive Case Management Series by Mark Foster

Thanks to Mark Foster from the A-Team. He published a series of Adaptive Case Management articles:

Case Management Part 1: An Introduction by Mark Foster
With the release of PS6 on 1st April, Case Management made its appearance. In this series of blogs Mark intend to

  • introduce the concept of case management
  • explain the anatomy of a case management project in BPM 11g
  • explain the lifecycle of a typical case management project at runtime
  • give pointers as to best practices in the design of a case management project

Case Management Part 1: An Introduction [Read More]

Case Management Part 2: Anatomy of a Project by Mark Foster

In Oracle BPM 11g PS6, BPM Studio (JDeveloper) is the design-time environment for Case Management. This blog entry will describe the make-up of a Case Management project in BPM Studio, stepping through all the terms and properties associated but will stop short of giving recommendations or best-practices, which will follow in a later blog entry.

BPM Studio: Case Management Project Read More.

Case Management Part 3: Runtime Lifecycle of a Project by Mark Foster

Now we understand what Case Management is and the anatomy of an Oracle BPM 11g PS6 Case Management project, we can look at the simplified lifecycle of a project at runtime, how the stakeholder interacts, what happens when a Case Activity is triggered, what happens when it ends etc.

Case Management Runtime Lifecycle Read More.

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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 Integration Days 2013 – become an BPM and ACM expert!

Want to learn more about Business Process Management and Adaptive Case Management?  Make sure you attend the BPM Integration Days 2013 February 28th  – March 1st in Munich- For details and registration please visit the event page.

image

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