1. Extreme Processing (EXP)
EXP v2.0 High-level Specification
Jacky Chiu
Patrick McCormack
Bob Falk
Carrie Boyle
Erwin Chiong
Integrated Business
Solutions
2. Integrated
Business Solutions
• Evaluation Service
– Queue Management
– Document review & Matriculation
– Automated Queue Policy redirection and Queue High-Priority reset
– Rules engine configurable through Excel
• Enhanced UI
– Update link: ability to update “Group As” data
– SAC Forms: electronic forms for the appeal process
– Queue Filtering: allowing managers to filter the queues (TBD if still needed)
• New Rules Engine
– Switching LogiGEM to a more robust & flexible Jboss rules
• Enhanced Performance and Testing capabilities
– Junit test
• Enhanced Kofax services
– Intake batch classes for UOP
• Materials Tracking services
– Campus Tracking Update: Informing external systems that a document has been
successfully deposited into eXp repository
– File Pending: Confirming that all required documents have all been successfully
deposited into eXp repository and entered in OSIRIS. To be used to launch the
matriculation process
• Collaboration (Stretch)
– Creation of collaborative rooms
– Linking of documents to collaboration rooms
What’s New with EXP v2.0
3. Integrated
Business Solutions
• Intake Admissions (a.k.a Pre-matriculation)
–Processing transcripts & related documents
• AC Admissions (a.k.a File Pending monitoring)
–Monitoring completeness applicant’s required documents
• AE Admissions (a.k.a Matriculation)
–Admissions Folder processing
–Processing PLAs
• Records Management
–Processing Records documents
–Rebuilding files
–Processing Program changes
–Processing New Programs
• SAC
–Processing student appeals
–SAC transactional forms
Applications for EXP v2.0
21. Integrated
Business Solutions
SAC Form – Approver
•Enabled attributes for SAC
Approvers. Depending on the
type of appeal, the approval
queues include the following:
• Axia Dean
• CNSL Dean
• DADM SAC
• Doctorate Dean
• DPMT SAC
• EDU Dean
• FINA Dean
• GRAM Dean
• CAS Dean
• IS-T Dean
• NUR Dean
• PLA SAC
• Registrar SAC
• SAC Chair
• UBAM Dean
•SAC decision is entered here
25. Integrated
Business Solutions
SAC Form – Approver’s Re-Entry Form
•Enabled attributes for SAC
Approvers. Depending on the
type of appeal, the approval
queues include the following:
• Axia Dean
• CNSL Dean
• DADM SAC
• Doctorate Dean
• DPMT SAC
• EDU Dean
• FINA Dean
• GRAM Dean
• CAS Dean
• IS-T Dean
• NUR Dean
• PLA SAC
• Registrar SAC
• SAC Chair
• UBAM Dean
•SAC decision is entered here
29. Integrated
Business Solutions
SAC Form – Approver’s Waiver Form
•Enabled attributes for SAC
Approvers. Depending on the
type of appeal, the approval
queues include the following:
• Axia Dean
• CNSL Dean
• DADM SAC
• Doctorate Dean
• DPMT SAC
• EDU Dean
• FINA Dean
• GRAM Dean
• CAS Dean
• IS-T Dean
• NUR Dean
• PLA SAC
• Registrar SAC
• SAC Chair
• UBAM Dean
33. Integrated
Business Solutions
• Apply to all input devices
• Request for DocCode and ID input only
• Load documents into the “Staging” folder
• Input devices
– Kofax
– DocSend
– Webtop Import (Stretch)
Intake Process
Kofax
Webtop
(Import)
Docsend
Staging
Folder
TBO
Gateway workflow
DocCode:
ID:
DocCode:
ID:
Documentum folder
for all documents
imported into DIBS
Documentum folder
for all documents
imported into DIBS
Submit
•Launch the gateway workflow
•Attach object (ag_document) to
workflow package (package 1)
•Create instance for ag_perm_data
(package 2) and ag_transient_data
(package 3) using object_name as
the key
•Launch the gateway workflow
•Attach object (ag_document) to
workflow package (package 1)
•Create instance for ag_perm_data
(package 2) and ag_transient_data
(package 3) using object_name as
the key
34. Integrated
Business Solutions
To Be – Processing Transcripts
Gateway workflowRelease Intake
Filing
OSIRIS
Update
Evaluation
Archive
Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Informs OSIRIS/CT
Workbench/IS3 that the
transcript has been deposited in
the eXp repository
•If transcript is not forwarded to
Admissions it will be archived to
eXp archive repository
•The transactional data used for
processing will be purged from
the system
•Transcript Processor will
determine who will work on the
transcript
•The transcript can be forwarded
to:
• Admissions for matriculation
• AE Additional Material
• AE PLA Transcript
• AE Axia Additional Material
• AE International Material
• AE International Axia
Additional Material
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = TRANSCRIPT
•Cherry Picking?: (to be finalized by Veronica)
• Get Next Task
• Queue pick list
• Filter by attr.
35. Integrated
Business Solutions
To Be – Processing Related Documents
Gateway workflowRelease Intake
Filing
OSIRIS
Update
Evaluation
Archive
Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Informs OSIRIS/CT
Workbench/IS3 that the
documents has been deposited
in the eXp repository
•If document is not forwarded to
Admissions it will be archived to
eXp archive repository
•The transactional data used for
processing will be purged from
the system
•Depending on the type of
Doccode, the document will be
processed by specific queue
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = TRANSCRIPT
•Cherry Picking?: (to be finalized by Veronica)
• Get Next Task
• Queue pick list
• Filter by attr.
36. Integrated
Business Solutions
To Be – Processing AACR
Gateway workflowRelease Intake
Filing
File
Pending
Evaluation
Archive
Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Queries the Material’s Tracking
application
•Determines if all documents
required by the student have
been submitted and filed
•If transcript is not forwarded to
Admissions it will be archived to
eXp archive repository
•The transactional data used for
processing will be purged from
the system
•Route to AACR queue
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = AACRADMISSAPP
37. Integrated
Business Solutions
To Be – Processing PLA
Gateway workflowRelease Intake
Filing
File
Pending
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Queries the Material’s Tracking
application
•Determines if all documents
required by the student have
been submitted and filed
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = PLAAPP
•Route to PLA queue
•Each process will have a QA
and QC stepEvaluation
Archive
Cleanup
•Content is archived to eXp
archive repository
•The transactional data used for
processing will be purged from
the system
BASIC eXp
BASIC eXp
38. Integrated
Business Solutions
To Be – Processing Axia Pathways
Gateway workflowRelease Intake
Filing
File
Pending
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Queries the Material’s Tracking
application
•Determines if all documents
required by the student have
been submitted and filed
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = AXPADMISSAPP
•Route to Axia Pathway queue
•Each process will have a QA
and QC stepEvaluation
Archive
Cleanup
•Content is archived to eXp
archive repository
•The transactional data used for
processing will be purged from
the system
BASIC eXp
BASIC eXp
39. Integrated
Business Solutions
To Be –Admission Folder Processing
Gateway workflow
Archive Cleanup
•To be triggered manually or
through a job?
•Could be part of the entire
process?
•Archive documents •The transactional data used for
processing will be purged from
the system
BASIC eXpBASIC eXp
File
Pending
Admission
Evaluation
•Query Materials Tracking to
determine if the admissions
package is complete to be
processed
NEW
•Route the admission package
queue
•Each process will have a QA
and QC step
NEW
NEW
40. Integrated
Business Solutions
To Be – Combined Transcript, Doc, AACR, PLA &
Admission Processing
Gateway workflowRelease Intake
Filing
OSIRIS
Update
Document
Evaluation
Archive Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Informs OSIRIS/CT
Workbench/IS3 that the
document has been deposited
In the eXp repository
•Archive documents •The transactional data used for
processing will be purged from
the system
•Depending on the type of
Doccode, the document will be
processed by specific queue
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXpBASIC eXp
NEW
NEW
File
Pending
Admission
Evaluation
•Query Materials Tracking to
determine if the admissions
package is complete and ready
for to be processed NEW
•Route the admission package
queue
•Each process will have a QA
and QC step
NEW
Manual is CT is not ready for automation
Manual is CT is not ready for automation
41. Integrated
Business Solutions
To Be – File Rebuild Processing
Gateway workflowRelease Intake
Filing
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
Doc Code = STDFILERBLD
•Route to RRS_FILE_REBUILD
queues (sequentially)
• Application Evaluation
• Application Evaluation PLA
• Records Evaluation
• Program Development
•Each process will have a QA
and QC step
Evaluation
Archive
Cleanup
•Content is archived to eXp
archive repository
•The transactional data used for
processing will be purged from
the system
BASIC eXp
BASIC eXp
42. Integrated
Business Solutions
To Be – Program Change Processing
Gateway workflowRelease Intake
Filing
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
Doc Code = PROGRAMCHANGE
•Route to
PROG_CHG_PROCESSOR
queue
•Each process will have a QA
and QC step
Evaluation
Archive
Cleanup
•Content is archived to eXp
archive repository
•The transactional data used for
processing will be purged from
the system
BASIC eXp
BASIC eXp
43. Integrated
Business Solutions
To Be – Program Addition Processing
Gateway workflowRelease Intake
Filing
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
Doc Code = PROGRAMADD
•Route to PROG_ADD_PROCESSOR queue
•Each process will have a QA and QC step
Evaluation
Archive
Cleanup
•Content is archived to eXp
archive repository
•The transactional data used for
processing will be purged from
the system
BASIC eXp
BASIC eXp
44. Integrated
Business Solutions
To Be – Records Processing
Gateway workflowRelease Intake
Filing
Evaluation
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•Depending on the type of
Doccode, the document will be
processed by specific queue:
• FERPARELEASE
• STDINFOCHG
• IRNSSNMERGE
• STDDISCLTR
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
Doc Code = FERPARELEASE
STDINFOCHG
IRNSSNMERGE
STDDISCLTR
Archive
Cleanup
•The transactional data used for
processing will be purged from
the system
BASIC eXp
•Content is archived to eXp
archive repository
BASIC eXp
45. Integrated
Business Solutions
To Be – SAC Processing
Gateway workflowRelease Intake
Filing
Evaluation
Collaboration
Archive
Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•If the appeal requires additional
collaboration, then this service
is called
•Collaboration tasks for
managing appeals that require
Documentum Collaboration
Services
•When the transaction is
completed, the system archives
to eXp archive repository
•The transactional data used for
processing will be purged from
the system
•Route to SAC
•Each process will have a QA
and QC step
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
NEW
Doc Code = SAC
47. Integrated
Business Solutions
Options:
–Documentum Object Type
• Webtop UI for Business Analyst to update rules
• eXp_rules (name to be finalized by IBS) object type
• Create eXp_rules instances to represent rules for each type of service
(e.g. Gateway_rule, Filing rule, etc.)
• Revise existing eXp workflows to use the Process Data Mapping activity
template instead of the Dynamic Web Services template
• Create new eXp workflows with the Process Data Mapping activity
–Jboss Rules
• Create web service using the Jboss Rules library
• Allow Business Analyst to use Excel to update the rules
• SEs will need to compile Excel into the Java readable format
• Revise existing eXp workflows to point to the new Rules Web Service
New – Rules Engine
48. Integrated
Business Solutions
Start_evaluationStart
•Input DocCode & ID
•Output:
• queue name (if review)
• next task (Review, Priority reset, QA Policy)
Auto-
Queuing
Review
RULES
ENGINE
•Package 1 (document object)
•Package 2 (group object)
•Package 3 (transient object)
•Reset priority if QA or QC step
was the previous task
Priority
Reset
•Queue management
•Document review, matriculation,
QA, or QC
•Determine QA policy
EXP – Queue Management
QA Policy
Next Observation
pt
End
Review with
no reject
Send to
Task Owner
•Look for original task processor
and send to the user’s inbox
49. Integrated
Business Solutions
Auto Queuing: Determines the next queue name
–Input: Doccode, ID, and other parameters required to determine the queue
name
–Process:
• Access from the Rules engine the queue name based on the input
parameters. Here are some possible examples:
–Output: Queue name
New – Auto Queuing Web Service
Doccode=“TRANSCRIPT”
Type=“AE International”
Next_Step=“First Review”
Queue = “AE_Intl_Add_Mat”
Doccode=“TRANSCRIPT”
Type=“AE International”
Next_Step=“QA”
QA_policy=“Yes”
Queue = “QA_Transcript”
Doccode=“TRANSCRIPT”
Type=“AE International”
Next_Step=“Reset priority”
Queue = “Reset Priority”
50. Integrated
Business Solutions
CT/Osiris Update: Informing external systems that a
document has been successfully deposited into eXp
repository
–Input: None
–Process:
• called from Documentum workflow
• Data mapping of host name, field to trigger and other relevant data
• CAS integration
–Output: a flag that indicates if a document for a specific IRN and Doccode has
been successfully deposited into eXp repository. The flag will be used to map
with the attribute that CT, Orisis, or other external systems will use for the
same purpose.
New – CT/Orisis Update Web Service
51. Integrated
Business Solutions
File Pending: Confirming that all required documents
documents have all been successfully deposited into eXp
repository Web Service
–Input: Checklist
–Process:
• called from Documentum workflow
• Data mapping of IRN, Doccode, school, and other relevant data with
apollo_document attributes
• CAS integration
–Output: a flag that indicates if the packages are “complete” or “not complete”.
The flag will be used to map with the attribute that the Materials Tracking
application uses for the same purpose.
New – File Pending Web Service
53. Integrated
Business Solutions
• apollo_document
– Used to identify the document attributes
• ag_perm_data
– Used to identify the logical folder attributes
• ag_transient_data
– Used to orchestrate data between systems for a particular transaction. All
transient data will be treated as non-persistent objects.
Data Model
54. Integrated
Business Solutions
Type Name:apollo_document
Super Type Name: dm_document (dm_sysobject)
Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)
Default Permission Set (acl_name): ag_default_document_acl
Data Model- ag_docment
55. Integrated
Business Solutions
Type Name:ag_perm_data
Super Type Name: dm_document (dm_sysobject)
Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)
Default Permission Set (acl_name): ag_default_document_acl
Data Model- ag_data_folder
56. Integrated
Business Solutions
Type Name: ag_transient_data
Super Type Name: dm_document (dm_sysobject)
Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)
Default Permission Set (acl_name): ag_default_document_acl
Data Model- ag_transient_data
58. Integrated
Business Solutions
ACL
• ag_default_document_acl for apollo_document
• ag_staging_holding_acl for holding folder (dm_folder)
User/Group Permissions Extended Permissions
World None
Coordinator Write Run procedure, Change location, Change state
Viewer Read
User/Group Permissions Extended Permissions
World Read
Coordinator Write Run procedure, Change location, Change state
59. Integrated
Business Solutions
To Be – Admissions Folder for Filing
Gateway workflowRelease Intake
Filing
Archive
Cleanup
Validation
•All transcripts a processed
through the eXp Gateway
•The Doccode determine the
tasks/services to be performed
in the Gateway process
•Gathers information about the
student from OSIRIS
•Stores the student information
as part of the document
•Validates the Doccode and ID
•Determines if the student
already exist in the system
•Files the transcript into the
appropriate folder location
OSRIS
Query
•If transcript is not forwarded to
Admissions it will be archived to
eXp archive repository
•The transactional data used for
processing will be purged from
the system
•Program information needs to be
accessed
•The Program will need to be added to
the folder hierarchy
IRN
|---Admissions
|----<program> (uop_program)
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
BASIC eXp
NEW
Doc Code = AE Spanish Files
AE Intl Axia Files
AE Education Files
AE Nursing Files
AE Files
AE Axia Files
File
Pending
•Queries the Material’s Tracking
application
•Determines if all documents
required by the student have
been submitted and filed
NEW
