ACM: organizing the chaos and flexing rigid process structures through adaptive case management by Lucas Jellema

My introduction into the world of adaptive case management (ACM) feels like a huge relief. Without having to give up the benefits from structure and organization, ACM allows me to cater for the reality of the world in terms of exceptions, variations and the responsibility of experts to make decisions. ACM is a way of organizing a process – although perhaps the word process could be replaced by flow or conversation or interaction or project or any cluster of activities with a clear start and end. This cluster is called a case. Examples of cases are all around us:

  • a tax payer’s yearly interaction with the tax authorities
  • a hotel booking & stay – an example of this case is described in this follow up article
  • a complaint procedure
  • an organization’s interactions with a potential new employee
  • a complex order
  • a court case – from initial filing of a suit until the final ruling and perhaps the appeal as well
  • a (regular) marketing event
  • a repair job on a car
  • my son’s birthday party

Note that some of these cases can be seen from different perspectives. The tax office will see the case differently from the citizen or the financial adviser. A court case can be seen from the perspective of the parties involved, the lawyers or the courthouse.  Maybe at some point these various parties might share a common unified case instance. For the moment the situation is likely to be that for a specific interaction, there may be multiple case instances, each one living in the ACM engine of a specific party.

ACM acknowledges the fact that even though all instances of a certain case type are similar, they can also be very different. Not just in the content of the case but also in the way it is executed. Depending on the situation, certain steps that are usually executed are sometimes by-passed or the order in which steps are executed is very different from the normal pattern – if there even is such a thing as the normal pattern. Instead of defining upfront for all instances of the process/interaction/project/case how it is to be executed, ACM takes the agile view of the world and embraces change and variation. Without giving up all semblance of organization and coordination.

ACM provides structure. A number of elements that (potentially) play a role in a [type of] case is defined at design time. These elements are used by the ACM engine to guides stakeholders at run time and to ensure that non-optional steps are taken and mandatory rules are followed. Even though may aspects of a case can be flexible and determined to large degree by case workers and the contents of a case, that does not mean that freedom rules supremely and no conditions apply at all.

Elements that define the case include:

  • the milestones that can be reached in a case,
  • the activities that can be executed over the course of the case,
  • data that is associated with the case; in addition to structured data, it is common to also have documents associated with a case instance (that may be structured for human actors, but are less so to the system)
  • stakeholders that are involved with the case and influence it in some way,
  • events that may occur over the lifetime of the case,
  • the possible outcomes of the case.

Read the complete article here.

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Adaptive Case Management customer presentation and video

At our SOA Community Workspace ( SOA Community membership required) you can get for your customer meetings:

It is key that you register your ACM opportunities in the Open Market Model to get credit and visibility!

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BPM Solution Catalog

This is a live catalog of partner solutions available on Oracle BPM 11g .The solutions showcased here in the catalog have been nominated by Oracle BPM Partners. In addition, to the Partner solutions, Oracle Process Accelerators are also available for customers and Partners to get started with Oracle BPM.

To list your solution in the Oracle BPM Partner Catalog, please contact Partner Solution Catalog Team.

BPM Partner Solutions listed belong to the following sectors:

  • Telecom
  • Utilities & Energy
  • Banking & Retail
  • Public Sector
  • Media & Entertainment
  • Manufacturing
  • High Tech
  • Healthcare
  • Financial Services
  • Education
  • Construction
  • Appliance & Common Processes
  •  

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    Humantask Assignment: sequential participants (four-eyes principle & sticky user) by Amis

    This blog post is part of a blog post serie about humantask assignment. You can find the starting point of this series by following the next  link.

    If you look at the example in Humantask Assignment: not the same lane participant as previous task (four-eyes principle) you see two sequential humantasks. If these humantasks are both connected with the same task form there might be another method available to model the four-eyes principle. Namely: assigning participants sequentially to the same humantask. This means that there will be only one humantask in the process model.

    Open the task file and add a sequential participant block by clicking the green plus sign and then selecting the ‘sequential participant block’ menu option. In the example I used the default name “Stage1.Participant1″. Be sure that both participant are set to the current lane participant. It’s the same as in Humantask Assignment: not the same lane participant as previous task (four-eyes principle). This means that it is possible that both tasks are handled by the same representative. And this is not what we want…

    We need to change an overall task setting. For this select the pencil in the right upper corner. Read the complete article here.

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    Internet of Things (IoT) customer presentation and demo

    By 2020 50 Billion Devices  will Create an Endless Amount of Data. To understand this data and act on the data Fusion Middleware is key! From embedded event processing to SOA integration and BPM process automation the Oracle stack can be used for IoT to.

    • Standardized Java platform to develop & deploy applications across devices and applications
    • Scalable analytics with Big Data, event processing and Business Intelligence
    • Integrate processes between people, applications and devices
    • Enable security, compliance and data protection across devices and enterprise data center

    At our SOA Community Workspace ( SOA Community membership required) you can download the latest customer presentation and video:

    Two additional IoT articles are available. Managing the Internet of Things Read a Q&A with Oracle’s Director of Product Marketing for the Internet of Things and Oracle Java Embedded Tom Angelucci to discover how enterprises can best prepare for this game-changing concept. Read More. And Get Ready for IoT: Challenges and opportunities in the Internet of Things As with any innovative technological wrinkle, launching an Internet of Things (IoT) initiative involves more than flipping a switch, and there are important considerations. This article from Oracle Magazine features insight from architects actively engaged in IoT. Read the article.

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    Working with Oracle Security Token Service in an Architecture Involving Oracle WebLogic and Oracle Service Bus by Ronaldo Fernandes

    Using Oracle Security Token Service to generate Security Assertion Markup Language (SAML) tokens.
    Downloads: Oracle Security Token Service & Oracle WebLogic Server & Oracle Service Bus.

    Recently, I’ve worked on a proof of concept for the use of Oracle Security Token Service (OSTS) in an architecture involving Oracle Fusion Middleware, focused on Oracle WebLogic Server (WLS), Oracle Web Service Manager (OWSM) and Oracle Se

    fernandes-osts-weblogic-osb-fig09

    rvice Bus (OSB). There are many security scenarios in which OSTS can be used, but the initial objective was to provide single sign-on between WLS and OSB using OSTS to generate Security Assertion Markup Language (SAML) tokens. This article describes the steps to implement this solution.

    Scenario

    The solution was applied on OWSM with OSB 11g (11.1.1.6), Oracle Access Manager (OAM) 11gR2 (11.1.2) and WLS 11g (10.3.6). A Security Token Service (STS) creates and validates security tokens, using protocols such as WS-Trust, acting as a centralizer point in security infrastructure architecture and simplifying identity propagation between heterogeneous environments.

    OSTS is an Oracle Identity Management access management solution. For more information on OSTS, consult the following articles by Oracle Fusion Middleware A-Team solution architect Andre Correa:

    The proof of concept required a client on WLS accessing a service provided by OSB using SAML. The SAML Assertion should be generated from OSTS.

    WLS can use WS-Trust policies and communicate with OSTS, but OSB 11g still doesn’t support WS-Trust policies. To work around this issue, configure OSB to trust messages signed by an OSTS certificate. Here is the complete scenario: Read the complete article here.

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    Drive-In Theater Webcast" Recap – Oracle Cloud Adapter for Salesforce.com By Bruce Tierney

    In case you had car trouble, the replay and slides are available here. As you learned, the new Oracle Cloud Adapter for Salesforce.com takes the complexity out of integration by encapsulating session management, security and other tasks into the same intuitive wizard-based approach that has been so popular with our other adapters.  During the webcast, we started with a visual description of the challenges that can occur with a growth in disparate toolkits and then converged onto the Oracle solution for unifying cloud and on-premises integration with a single standards-based toolkit.   Then Vikas Anand gave a demo of Salesforce.com/E-Business Suite real time integration followed by a quick demo of how to set up the adapter.

    We had over 150 questions and here are few selected questions and the answers:

    • Will this work with Oracle SOA Suite 11g or is this an upcoming 12c feature?
      The Oracle Cloud Adapter for Salesforce.com is available today and works with SOA Suite 11g
    • What adapters are coming in the future?
      Check out the video from Oracle OpenWorld with Thomas Kurian and Demed L’Her available on Oracle Media Network (6:15)
    • Does the adapter work with Oracle Service Bus and Oracle BPM Suite?
      Yes, as of release 11.1.1.7
      Read the complete article here.

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    Resequencer Health Check by Shreenidhi Raghuram

    In this Blog we will see a few useful queries to monitor and diagnose the health of resequencer components running in a typical SOA/AIA Environment.

    The first query is a snapshot of the current count of Resequencer messages in their various states and group_statuses.

    Table below lists a representative sample output of the above query from a running SOA Environment containing Resequencers collected at 12:04:50 Read the complete article here.

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    Video: SOA Transformation (with Lonneke Dikmans) by Bob Rhubart

    Oracle ACE Director Lonneke Dikmans shares the details on a Dutch government agency’s transition from an Oracle Forms-based environment to a service-oriented environment using Oracle SOA Suite in this interview recorded at Oracle OpenWorld 2013. Watch the video here.

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    Top tweets SOA Partner Community – April 2014

    Send your tweets @soacommunity #soacommunity and follow us at http://twitter.com/soacommunity

    clip_image001[18]SOA Community@mvzoest Hi Michael hope you passed! If you want to take it prepare with https://soacommunity.wordpress.com/2014/03/07/soa-suite-bootcamp-on-demand-training-free/ … & get free vouchers https://soacommunity.wordpress.com/2014/04/03/fusion-middleware-partner-community-forum-xviii-february-2014-malta-all-presentations-follow-up/ …

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    clip_image006[6]ipt.chUnternehmenseigene Mobile Apps mit Zugriff auf die Backend-Systeme – aber sicher! http://www.ipt.ch/de/blog/detail/unternehmenseigene-mobile-apps-mit-zugriff-auf-die-backend-systeme-aber-sicher/ …

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    clip_image014[14]demedGet recognition you deserve for these cool #oraclesoa projects! Call for Nominations: FMW Innovation 2014 http://ow.ly/2F6HSo

    clip_image015[6]Debra Lilley Almost halfway in the #OOW call for papers http://bit.ly/1loV706 trying to do mine this weekend #fb #ukoug

    clip_image003[27]OTNArchBeatVideo: #SOA Principles, SOA Applications | Chris Ostrowski #collab14 #bpm #oracleace http://pub.vitrue.com/IBa9

    clip_image003[28]OTNArchBeat#IoT end-to-end demo: Remote Monitoring and Service | @harishd http://pub.vitrue.com/l6Df

    clip_image016[10]Danilo Schmiedel Great input by ADF expert @andrejusb to implement interaction between BPMN processes and Oracle Process Spaces. Thank you! @soacommunity

    clip_image017[10]C2B2 ConsultingCommon Service Oriented Architecture Problems http://hub.am/1dpmch0 #SOA #SOASuite @soacommunity #JEE #Java #middleware

    clip_image007[19]Dain Hansen#Cloud Integration – a comprehensive solution: http://pub.vitrue.com/4YR0 via @soacommunity

    clip_image012[19]Oracle SOAOracle’s Bob Rhubart on managing resistance to change to SOA #soa #oraclesoa http://pub.vitrue.com/QxdF

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    clip_image007[20]Dain HansenCheck out the Oracle SOA Suite Developer Virtual Machine blog post…"think of it as your very own PaaS" #oraclesoa http://pub.vitrue.com/fjDx

    clip_image019[14]Bruno Neves Alves How to set custom Fault Handling Framework actions with properties?Check it out:http://goo.gl/Uinejl @soacommunity @OracleSOA @OracleBPM

    clip_image019[15]Bruno Neves AlvesThanks to this :O post from Oracle A-Team about Fault Recovery http://goo.gl/QwjvlQ one more happy BPM customer! @soacommunity @OracleBPM

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    clip_image020[10]Rajesh Raheja@dschmied @soacommunity Looking forward to your feedback once you start using the VM!

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    clip_image022[6]Oracle ACE Program Oracle ACE Director and SOA/BPM expert Danilo Schmiedel sheds light on Adaptive Case Management, Predictive… http://fb.me/6qnIEVz3Q

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    clip_image026[6]Oracle.IMCPartner Webcast – Foundation for Innovation: Oracle Fusion Middleware http://fb.me/1YNzuOPVu

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    clip_image012[21]Oracle SOAArchBeat podcast – Finding a shorter path to SOA – Part 2 #soa #oraclesoa http://pub.vitrue.com/0RHf

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    clip_image003[31]OTNArchBeat#SOA Governance Technical Standard : Introduction | @theopengroup http://pub.vitrue.com/Vfdu

    clip_image010[11]Andreas KoopReading: SOA Governance Through Enterprise Architecture by Manuel Rosa and André de Oliveira Sampaio http://zite.to/1nwPH4J

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    clip_image032[6]Lucas JellemaSome interesting slide decks from the AMIS & Oracle UX event from last Tuesday have been published today:http://technology.amis.nl/2014/03/24/sharing-the-slides-of-the-ux-event-presentations/ … @usableapps

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