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BPM and Case Management
Applications
Kris Verlaenen
jBPM Project Lead
Red Hat JBoss BPM Suite Product Architect
Kris Verlaenen2
Overview
●
What is Case Management?
●
Core Features
●
Authoring
●
Runtime monitoring
●
Custom applications
●
Demo
What is Case Management ?
Kris Verlaenen4
What is Case Management ?
Unpredictability
Structured
Process
Adaptive
Case
Dynamic
Case
Complexity
Kris Verlaenen5
What is Case Management ?
●
Some examples
●
Claim processing
●
Issue reporting
●
Patient treatment
●
Etc.
Characteristics
●
Ad hoc and dynamic
●
(More) data-driven
●
Knowledge workers
Kris Verlaenen6
Unstructured and Adaptive Cases
Structured Process Dynamic Case
?
● No clear line between what is a process and what is a case
● Case-oriented features useful in structured processes as well
Kris Verlaenen7
What to expect?
Core BPM
Engine
Extended core
features
BPMN 2.0
Process
Modeling
Runtime
Monitoring
Extended process
modeling
Case
Modeler
Case List
& Details
Custom
Applications
Core Features
Kris Verlaenen9
Core Features
● Goal: Extend capabilities to enable users to model more complex use
cases that require more flexibility and more advanced constructs and
make these easier to use
●
Different levels
●
New process modeling constructs
●
More advanced engine features
●
New (remote) APIs
Kris Verlaenen10
Core Features
●
Ad-hoc fragments
●
Dynamic tasks
●
Case file (instance)
●
Milestones
●
Stages
●
Case Roles
●
Case comments
●
Task Assignment
●
Case life cycle (close, reopen,
etc.)
●
Case identifier (correlation key)
●
Per case session strategy
Kris Verlaenen11
Foundation
●
Flexible BPMN 2.0 - based engine
●
Meta-driven extensions
●
Case roles
●
Ad-hoc choice
●
Dynamic tasks
●
Milestones/ stages
●
Etc.
Kris Verlaenen12
Case Management Model and Notation (CMMN)
What about CMMN ?
●
Similar constructs and capabilities
●
No direct support (yet) for XML format
●
Why?
●
Too similar to BPMN 2.0
●
Still (too) complex
●
Spectrum (vs forcing to choose)
●
Discussing with CMMN working group
workbench
authoring
console
management
Build and deploy Execution Servers
kjar1 kjar2kjar2
kjar1 kjar2
Kris Verlaenen14
Process Execution Server
Processes
Execution Server Foundation
Cases Rules
Query ... ...
REST API
Kris Verlaenen15
Kris Verlaenen16
Kris Verlaenen17
Kris Verlaenen18
Kris Verlaenen19
Kris Verlaenen20
Process/Task Admin API
●
Process
●
Cancel node instance
●
Retrigger node instance
●
Update timer (relative to start / to current time)
●
Trigger node
●
Task
●
Add/remove potential / excluded owner / admins
●
Add/remove task input / output
●
List / schedule cancel escalation / notification
Authoring
Kris Verlaenen22
Ad-hoc Choice
Dynamic
Modifications Milestone
Stages
Kris Verlaenen23
Case Modeler
●
Stage-oriented Case Modeler for unstructured cases
Kris Verlaenen24
Kris Verlaenen25
Case Modeler
●
Focus on specific subset of cases
●
Target non-technical users
●
Alternative visualization of underlying BPMN 2.0 model
●
Switch to full designer for additional details
Less is more !
Kris Verlaenen26
Other Authoring Improvements
●
Getting started experience
●
(Preview of) new Form Modeler
●
Preview of new Process Modeler
●
Administrative settings
●
Fine-grained security
Runtime Monitoring
Kris Verlaenen28
Kris Verlaenen29
Case Details
Case Comments Case Roles
Process Instance Description
Milestones
Activities
Ad Hoc +
Dynamic
Kris Verlaenen30
Other Monitoring Improvements
●
Process and task administration
●
Quick search
●
Linking
●
Separate task administration
●
Error management
Custom Applications
Internal Presentation32
Case-driven Applications
Rather than trying to create one web application
that all customers can use out-of-the-box,
offer creating custom case-driven
applications, reusing as much as possible of
what we offer
●
End user focused
●
Solving one (set of) use cases
(well)
●
Easy of use
Internal Presentation33
Kris Verlaenen34
Screen Components
Reporting
Kris Verlaenen35
Case-driven Applications
Processes, Cases, Rules, Tasks, Optimization
End User
Application
End User
Application
UI Building Blocks
Kris Verlaenen36
Model Deploy Execute
Rapid Application Development
Show value early and often !
Case Management
Demo
Kris Verlaenen38
http://mswiderski.blogspot.be/2017/01/order-it-hardware-jbpm-7-case.html
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BPM and Case Management Applications

Editor's Notes

  1. Hi, my name is Kris Verlaenen and I'm the jBPM project lead. The jBPM project is a completely open-source BPM project and there's also a supported offering based on this by Red Hat called JBoss BPM Suite.
  2. What I would like to present today is how we are including support for more adaptive and dynamic cases. We see this as an extension to processes, supporting more flexibility using more advanced features.
  3. We believe that there is a wide spectrum of processes, from well-structured to completely dynamic, where nothing is defined upfront, and that there is no line between where a process ends and where a case starts.
  4. The approach we have taken is to add support for these more advanced features, that aren't unique to cases, on top of what we already have, a flexible process engine based on BPMN 2.0.
  5. Those screen components get their information from our intelligent process execution server, that offers easy-to-consume REST endpoints to provide the data that is required and to interact with the cases.
  6. The approach we have taken is to add support for these more advanced features, that aren't unique to cases, on top of what we already have, a flexible process engine based on BPMN 2.0.
  7. In the demo I will present a simple healthcare example where a patient is followed across multiple stages of diagnosis and treatment, and it's the doctor who will be making all the decisions.
  8. Our workbench allows you to combine existing UI building blocks, like small screen components or reporting charts into these custom views and applications using drag and drop.
  9. By combining and customizing out-of-the-box UI building blocks, you are able to rapidly prototype and show immediate value during development of case applications.