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.

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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.

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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.

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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

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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 CaseManagementServiceClient 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: Read the complete article here.

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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.

 

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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.

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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.

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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!

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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.

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