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Oracle Open World 2013 Case Management Smiers / Kitson
The document discusses case management using the Oracle BPM suite, highlighting design patterns and approaches for effective case management. It emphasizes the importance of patterns in creating various case scenarios ranging from simple to complex use cases, and outlines key features and functionality of Oracle's case management solutions. Additionally, it addresses user interaction, centralized data management, and the role of a case management rule engine in enhancing process delivery.
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Similar to Oracle Open World 2013 Case Management Smiers / Kitson
Oracle Open World 2013 Case Management Smiers / Kitson
- 1. Case Management with theOracle BPM Suite Léon Smiers Nicholas Kitson
- 2. 2Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Program Agenda § Patterns for Case Management § Design choices & Approach § Demo
- 3. 3Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Patterns for Case Management
- 4. 4Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Activities § Information § People § Insight Bringing together Case management – Whats it all about
- 5. 5Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date This is a story about two anoraks The secret to CM success is Approach and process The secret to CM success is patterns This guy’s a technical theorist And he’s Dutch This guy’s a process junkie And he’s British Insert contact picture Insert contact picture
- 6. 6Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Do you want to read my book? Case Stop Pattern
- 7. 7Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date A Funny thing happened on the way to the forum Patterns led Design Approach Case Stop Pattern Case Activity fragment
- 8. 8Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Pattern Led Approach For Case Management
- 9. 9Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date What flavour is your case pattern Processes & Duration Rules Actors Our patterns are classified using…….
- 10. 10Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date What flavour is your case pattern Processes & Duration Rules Actors Simple : Spreadsheet Automation In-process Rules Routing Few processes (1-5) Few, 1-2
- 11. 11Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date What flavour is your case pattern Processes & Duration Rules Actors Medium : Limited Investigation 2-4 Escalation & SLAs 5-10 Processes
- 12. 12Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date What flavour is your case pattern 10+ Processes Complex policy, routing SLA’s 4+ Processes & Duration Rules Actors Complex Long running - Credit Card Dispute
- 13. 13Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date What flavour is your case pattern The separate design patterns can be adapted for any number of different use cases across the enterprise Simple : Spreadsheet Automation Medium : Limited Investigation Complex : Long running - Credit Card Dispute
- 14. 14Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Police investigation Examples case management patterns Event pattern Measurement pattern Data security pattern 360 overview pattern Prosecutor Milestone pattern Measurement pattern Data security pattern 360 overview pattern Document workflow pattern Complaints Mortgages Measurement pattern 360 overview pattern Milestone pattern Document workflow pattern Patent bureau Measurement pattern 360 overview pattern Document workflow pattern Data security pattern Police ‘from crime to court’ case Measurement pattern 360 overview pattern Milestone pattern Document workflow pattern
- 15. 15Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Design choices & Approach
- 16. 16Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Case Management architecture
- 19. 19Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Case Management with Oracle in practice
- 20. 20Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Case Management experiences with first version Con’s § Case management functionality is not as intuitive as process functionality in Oracle BPM § UI layer (360 view) currently lacking § Testing a Case requires entering a complex XML Pro’s § Fast delivery § Maximal reuse of existing SOA/BPM assets § Process design is simplified § Case Management thin layer • Activities executed in BPM processes • The work horse for handling case: Case Management Rules engine § Shared data & document environment
- 21. 21Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § First assets in the project are § A Case object § A related Rule component § The Case is exposed as a services to the outside world Creating the case Oracle Case Management The Lifecycle
- 22. 22Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Define on high level § The Milestones (lifecycle) § The possible outcomes of the case Milestones and outcomes Oracle Case Management The Lifecycle
- 23. 23Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § At any given point in time a user can interfere in the action of a case. § This user event is then handled by the Case engine Event management Oracle Case Management The Lifecycle
- 24. 24Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Data objects shared across the case § All documents related to the case are stored in a centralized Case folder. Information design Oracle Case Management Information design
- 25. 25Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Create a process with start/ending message § Any process start/ending with message can be promoted to a Case Activity. Process case connection Oracle Case Management The Lifecycle
- 26. 26Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § After creation a Case Activity is added to the pallet • Defines in/output of process as part of Case § The Process is made part of the composite and connected to the Case Case processes Oracle Case Management The Lifecycle
- 27. 27Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Work horse § Case Management rule engine § Based upon event start • Sequence of actions • Start/withdraw activities • Closing of milestones Case rule engine Oracle Case Management The Lifecycle
- 28. 28Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Examples Rule engine Oracle Case Management The Lifecycle
- 29. 29Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date § Portal for giving 360 view § Combining task and content data § Case progress info ADF Oracle Case Management User centricity
- 30. 30Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Summary § We need pattern lead approach § Different flavors of patterns exist § Oracle Case Management • Simplifies the solution and increases speed of delivery • Adds a new dimension to process delivery • Supports re-landscaping
- 31. 31Copyright © Capgemini2013. All Rights Reserved Presentation Title | Date Resources http://oracle.com/BPM Twi$er @OracleBPM #oraclebpm Facebook facebook.com/ OracleBPM Oracle’s BPM blog blogs.oracle.com/BPM http://www.oracle.com/partners http://www.capgemini.com/business-process-management-bpm http://www.capgemini.com/blog/capgemini-oracle-blog
- 32. 32Copyright © Capgemini2012. All Rights Reserved Oracle Business Process Management | July 2012 Contact information Léon Smiers Principal Consultant leon.smiers@capgemini.com Mobile: +31 6 1503 0373 Blog : http://leonsmiers.blogspot.com and http://www.capgemini.com/blog/oracle-blog Twitter : http://twitter.com/leonsmiers Cora model : http://www.coramodel.com Capgemini expert page : http://www.capgemini.com/experts/oracle-solution-architecture/leon-smiers Oracle ACE Insert contact picture Insert contact picture Nicholas Kitson Principal Consultant nicholas.kitson@capgemini.com Mobile: +44 7557430780 Twitter : http://twitter.com/nkitson72 Capgemini expert page : http://www.capgemini.com/experts/oracle-solution-architecture/nicholas-kitson
- 33. www.capgemini.com The information containedin this presentation is proprietary. Copyright © 2013 Capgemini. All rights reserved. Rightshore® is a trademark belonging to Capgemini. About Capgemini With more than 125,000 people in 44 countries, Capgemini is one of the world's foremost providers of consulting, technology and outsourcing services. The Group reported 2012 global revenues of EUR 10.3 billion. Together with its clients, Capgemini creates and delivers business and technology solutions that fit their needs and drive the results they want. A deeply multicultural organization, Capgemini has developed its own way of working, the Collaborative Business Experience™, and draws on Rightshore®, its worldwide delivery model. Learn more about us at www.capgemini.com.