The document discusses Oracle ACM implementation best practices and highlights the expertise of Red Samurai Consulting and Opitz Consulting in business IT alignment, BPM, and system integration. It addresses challenges in modern health insurance processes, the need for agile integration, and the advantages of ACM in managing both structured and unstructured workflows. Key points include case management solutions, requirements for case activities, and the use of CMMN standards for effective case modeling and execution.

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Andrejus Baranovskis
CEO & Architect | Oracle ACE Director
Red Samurai Consulting
Danilo Schmiedel
Solution Architect | Oracle ACE Director
OPITZ CONSULTING Deutschland GmbH
Oracle ACM Implementation Best Practices
March 04. 2015
Fusion Middleware Partner Community Forum XX

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About OPITZ CONSULTING
 Founded in 1990, located in Germany and Poland
 Business IT Alignment, BPM, SOA and system integration, Application development,
IT Infrastructure Management
 Oracle Platinum Partner
 Two Oracle ACE Directors
 Recognized as one of the leading Oracle Fusion Middleware Partners
 Specialized in SOA, BPM, ADF & Application Grid, Exadata, Business Intelligence
Foundation, Oracle Database, Oracle Enterprise Linux, Real Application Cluster,
Oracle VM, Data Warehousing, DB11g Performance Tuning
 2014 ORACLE BPM Partner Community Award
 2010 Oracle Fusion Middleware Award
 2008 – 2010 EMEA SOA Community Award

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About Red Samurai Consulting
 ADF, SOA , BPM, WebCenter and UCM
 Small Team of Experts, Focused on Technical Quality Results
 Customers – Global Corporations, Medium and Small Business
 Oracle Technical Blog – 8 Years (~700 posts)
 Oracle Fusion Middleware Innovation Award 2010
 SOA Partner Community Award for Outstanding Contribution
Across the World 2010
 2010 Enterprise 2.0 Blazer: Enterprise 2.0 Leader Award

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Example | MedNet – Health Insurance
COMPANY OVERVIEW
 Specialists in Health Insurance since 1992, member of Munich Health
CHALLENGES/OPPORTUNITIES
 BPM processes are not flexible enough
 Modern Health Insurance requires agile integration
 ACM is a great candidate to close the gap
SOLUTION
 Invoice Processing, Enrolment Process, Claim Handling
 Integration with Oracle Mobile Suite
 Dynamic ADF UI with ACM Rule Engine
 ACM Rules Development with Process Composer
 Oracle BPM Workspace Usage

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Structured / Unstructured Processes

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Travel Request
A typical example of a structured process
Submitter
Submit Travel
Request
Manager
Review &
Approve
Final Approval
Rule Driven
Management Review
Notification
Approved?
Big Boss

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Reality Check
Daily challenges knowledge workers face
© Empowering knowledge Workers, Palmer, Swenson, Carlsen

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Work patterns of knowledge workers
Percent of the day spent in different modes
© Empowering knowledge Workers, Palmer, Swenson, Carlsen

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Ad-Hoc, Unstructured and Unpredictable
What does that mean?
 Healthcare
 24.331 events
 627 patients
 376 different activities
Source: W. van der Aalst et al.,
“Process Mining Manifesto:
Toward Real Business Intelligence”

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Unstructured Characteristics
 A process or subprocess with:
 Activities may be executed more than once
 Some activities are mandatory, some are
optional
 There are manual and automated activities
 Activities from different phases can relate to
each other
 Going back to preciding activities or phases is
possible
 During runtime there may be need for ad hoc
activities, e.g. when a colleague has to be
involved
 Activities are executed by diferent roles:
 A security concept controls, if an activity can be
executed.
 For better scaling, work has to be distributed

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What is (sometimes) missed in pure BPMN?
Or: what we expect from an ACM solution
Doing by
Design Design by
Doing!
More flexibility Suggestions and
continuous decision
improvement – what
is the next best
action?
Integration of
different systems
Guidance - faster
enablement of
new colleagues
Situation-Driven
work

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Anatomy of an ACM Solution (Example)

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 Many different claim types
with specifics in regulation
 Missing user guidance
 Hidden knowledge from
experienced workers
 Many different systems and
independent solutions
 Telephone, Email, Correspondence
 Integration of different partners
 Task Management
 Many requests through different channels in case of a natural
disasters (in parallel)
 Limited tracability and lack of reporting
Challenges in Claims Management

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Case Management UI Example (expanded)

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Case UI – Navigation and Search

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Case UI - Documents

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Case UI – Data
Details about the claim and it‘s related entities

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Case UI – Milestones & History
Where I am?

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Case UI – Activities
What can I do next?

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Case Management Solution Components
Task EngineDMS Case / Process Engine
System
Integration
Suggest Next Step
Central
entity
Related
entity
(1)
Related
entity
(2)
Related
entity
(3)
Knowledge Area
Quick Overview
Related Docs
Audittrail / Analytics
History
Navigation

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Case Management in Oracle BPM
Claim

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Adaptivity

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What is meant with „adaptive“?
© Clemens Utschig-Utschig

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Dynamic and „build to change“
What has to be defined during design-time?
© Clemens Utschig-Utschig
Defintition of: Activities, Milestones, Rules, Events, Data, Stakeholders

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The value of Dynamic Case Management
 Change the „flow“ of the case without re-deployment
 Define and change which activities are available in the
different phases of a case without re-deployment (adjust
pre-/post-conditions)
 Define automatic triggering of e.g. case activities based on
milestones, outcomes and events
 Move milestones without re-deployment (e.g. milestone
„Assessment finished“ requires the execution of additional
activities)
 Add an additional activity call
 Without re-deployment: possible, if the activity already exists
 With re-deployment: if the activity didn‘t exist before (might require instance
migration)

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Adaptivity in Oracle ACM
 Create Ad-Hoc Tasks
at anytime
 Create Ad-Hoc
Notifications
 Dynamic addition of
activities to the list of
available actions

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Case Requirements / Getting Started
(before you start coding in JDev)

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How to collect & document case requirements?
 Key Aspects of a case:
 Milestones (Checkpoints in the progress)
 Outcomes
 Case Activities (Represent specific work)
 Execution semantics (manual,
automatic, required, repeatable, …)
 Case Rules
 Data & Documents
 User Events (e.g. Document received)
 Stakeholders
 Permissions
 We usesd:
 Mindmaps
 Whiteboards + Visio
 Word / Excel
 UI first + Case Management Model and Notation (CMMN)

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Case Requirements | Whiteboard

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Case Requirements | Specification Sheet

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Case Requirements | CMMN
 Defined by the OMG as a new standard for
Case Modeling
 Released in May 2014
 Is a notation for modeling and graphically expressing a case
 Is an interchange format for exchanging Case Models
among different tools
 Vendors like IBM, Oracle, SAP, Kofax, Cordys and Tibco
have contributed to this standard
 Download our CMMN / ACM Poster from
acmcommunity.com

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CMMN | Case Plan Model
Case Name
 The complete behavior model of a Case is captured in a
CasePlanModel.
 It comprises both:
 all elements that represent the initial plan of the Case,
 and all elements that support the further evolution of the plan
through run-time planning by case workers.

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CMMN | Plan Model Elements
Stages

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CMMN | Plan Model Elements
Milestones & Event Listeners

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CMMN | Decorators

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CMMN | Stage and Task Lifecycle

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Case Requirements | CMMN + UI
We‘ve made our best experiences with CMMN + UI approach
CMMN Model
User Interface

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[1] Situation after starting the case
What has been completed?

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[1] Situation after starting the case
Which activity is has been activated?

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[1] Situation after starting the case
Which activities are available in addition?

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[2] Situation after completing „Create Claims N…“
What has been completed?

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[2] Situation after completing „Create Claims N…“
What has been activated? (no automatic activation in that stage)

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[2] Situation after completing „Create Claims N…“
Which activities are available in addition?

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Bringing them all together (describe all details)
Today: Lack of CMMN-Tool support; so we combined CMMN + Excel

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OK, we know that we have to identify the relevant
activities, milestones, rules and so on…
How do we know which artifacts
are really needed?

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Modeling Exercise „Underwriting“
Text-to-Model
„Sometimes the applicant receives a callback by phone to
answer additional questions within a medical questionnaire.
The clerk decides whether this is possible or not – based on
his experience and his skills.
If the clerk called the applicant the resulting protocoll has to be
reviewed by one of his colleagues.
In case of any abnormalities the doctors of the applicant can
be consulted. This always happens by fax. The doctor is
answering back by Fax as well. A clerk evaluates the
examination. This can affect the underwriting result.“

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Modeling Exercise „Underwriting“
Different people / different results

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Modeling Exercise „Underwriting“
Different people / different results

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Modeling Exercise „Underwriting“
Different people / different results

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Modeling Exercise „Underwriting“
Different people / different results

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Emerging paths (The Oregon Experiment)
http://www.nature.com/nature/journal/v388/n6637/fig_tab/388047a0_F1.html

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Demo: Process Mining

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Case Implementation

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Design Time | Oracle Case Management

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Demo: Case Implementation

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Design Time | Case Rules

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Design Time | Case Form

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Design Time | Activity Form

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Design Time | Human Task Form

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Human Task Form – Frame Busting
Use – “never”, default “differentDomain” doesn’t work in BPM Workspace

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ADF Library Reuse
ADF Shared Library usage is recommended

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ADF Security
No Web Authentication is recommended

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Existing ADF Form Integration

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Simplified ADF Form Integration

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MDS for ADF Customization

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MDS for ADF Customization

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A few more recommendations…
 Avoid to put all the case data into the case (just take the
data attributes which are needed to control the flow)
 Use BPMN activities as a wrapper (to call services, to call
human tasks)
 Use „Java Custom Case Activity“ for prototyping
 Structure your rules (Maintenance!)
 One Decision Table per: Case Lifecycle Event Rules, Case Milestone Event
Rules, Case Activity Event Rules, User Defined Event Rules, Case Data
Event Rule, Case Document Event Rule
 One ruleset per CMMN-Stage
 Use the „identificationkey“ attribute for mapping business
related identifiers to case instance

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Download: www.thecattlecrew.com

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Questions?
www.thecattlecrew.com

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Contact
Andrejus Baranovskis
CEO & Archtitect | Oracle ACE Director
Red Samurai Consulting
Phone: +49 173 54 79 302
Mail: andrejus.baranovskis@redsamurai.com
Twitter: @andrejusb
Blog: http://andrejusb.blogspot.de
Danilo Schmiedel
Solution Architect
OPITZ CONSULTING Deutschland GmbH
Kirchstr. 6, 51647 Gummersbach, Germany
Phone: +49 173 7279001
Mail: danilo.schmiedel@opitz-consulting.com
Twitter: @dschmied
Blog: http://inside-bpm-and-soa.blogspot.com
www.thecattlecrew.com

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Additional Content

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Why we didn‘t choose a process (here)?
Differences and Limitations
 More modeling and implementation effort necessary to
implement processes with
 Activities, which are always available
 Activities with certain preconditions
 GoTo‘s and Returns
 Milestones
 Ad-Hoc tasks not supported in BPMN during runtime
 No change of the control flow without redeployment

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Always executable and optional Actions
 BPMN: Implemented as Event-based Subprocess
 CMMN: Discretionary Task with „Repetition“ Decorator

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Activities with certain preconditions
 BPMN: Implemented as Event-based subprocess with
gateway to check if all requirements are fulfilled
 CMMN: Task with Sentry and appropriate Rule / Expression

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Mark a certain process state
 BPMN: Tracking via state variable within the process
 CMMN: Definition of Milestones
Option 1
Option 2
Option 3

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Master-Detail: Creation of Child-Processes
 BPMN: Dynamic call of new detail processes via return loops
 CMMN: Case-Task with „Repetition“ Decorator

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Why we didn‘t choose a process (here)?
Differences and Limitations
 Only one activity avaliable
 The current activity is optional
and not needed but the task
is already in the worklist
=> can be avoided with XOR-
Gateway + additional „Make
your choice“ activity
 User cannot select additional
activities (e.g. „Send
Notification“)
 The process drives the user!

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Why we didn‘t choose a process (here)?
Differences and Limitations (2)
 No activity available
 Process instance has to wait
for the requested documents
 User cannot select additional
activities during that time
(e.g. „Send Notification“)