Nuxeo CMF, a framework for case centric applications

Nuxeo CMF A framework for Case Centric applications Alain Escaffre Darcy Carrié Mariana Cedica

Introducing Case Management

Use Case 1: Car Insurance - Incident claim YES NO

Use Case 2: RFP management

What are the differences between our 2 Use Cases ? Case 1 (insurance) is business specific while Use Case 2 (RFP) is generic and horizontal Workers are not the same Workflows are different

What is similar between our 2 Use Cases ? Both have a custom lifecycle, beginning and end Different documents are stored but always the same type. Documents from various support : office documents, emails, fax … Dates, deadlines and meetings are part of each process Both cases have a global workflow, with the possibility of modifications and exceptions

What tool to use ?
Raw Document Management ?
Great for document organization
Usual workflows are too light
BPM ?
Not adapted for managing documents
Workflows not flexible enough
BPM + Document Management + lots of integration ?
Use A Case Management tool !

Multiple use cases with business actions and custom data models to implement
Lots of integration with external IT systems
A framework to build case-centric applications
CMF: a framework, not an “out of box” application

CAP includes all the common features to manage documents and navigate inside the content repository : CMF based on Nuxeo Content Application Platform (CAP) Locking 1.0, 2.0, 2.1 Versioning and Preview and Annotations

Holds structured data
Has a specific lifecycle state
Contains various “Case Item” of different types, can contain FOLDERS
Nuxeo CMF : Case Structure

Personal and Departmental file plans to organize case work
File plans have permissions : Read, File, Manage
File plans are shareable
Nuxeo CMF : File plans

Nuxeo CMF : Mailbox Mailboxes support delegation management Mailboxes can be functional or personal Mailboxes receive distributed cases

Nuxeo CMF : Content routing 1 - End users can set up Advanced Workflows from the UI 2 - Case will follow simple routes, parallel, conditional, fork, merge, that define a scheduling of steps … 4 – Using Automation, Studio user can configure new kind of Steps with business logic. 3 - A step has a type, each type of step will do something on the case: distribute, create a task… ?

Nuxeo CMF : Content routing
Technically routes and steps are implemented as documents, which natively brings:
Easily configurable security on Routes (sharing Routes, hiding some of the steps of a Route)
Easy supervision : Just content routes to set up with Studio !
Native Nuxeo I/O format

Demo time !

Build business templates with Studio
Cases, Case items, search screen, all configurable in Studio
Create customized content routing steps
Coming Soon: Configure tabs, mailboxes, dashboards, …
Nuxeo CMF : Configurable through Studio

Claims management
Requests management
Certification / Audit process
Investigation
Human resources process
etc……
Nuxeo CMF : For which projects ?

Nuxeo CMF : For which impediments ?
Quickly set up and re-set up business oriented workflows
Improve visibility on the state of each case and identify where are the blockers so as to optimize your internal process
Have an easier integration on the whole life of the cases documents: from capture to archiving, going through ERP

A case = an envelope : Incoming or Outgoing
Content routing is used to manage mail distribution inside the company
Nuxeo Mail template on top of CMF !
Correspondence

Content Routing extension
Office templates management
Events management
Roadmap

Thank you!

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Nuxeo CMF, a framework for case centric applications

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