Oracle handles adaptive case management (ACM) by including a case management component in its BPM Suite. The case management component allows cases to be designed alongside BPMN processes and human tasks. It supports case activities, milestones, data and document management, user events, and permissions for stakeholders. At runtime, it provides a case user interface for managing cases along with their documents and audit trails. The presentation provides examples of how to start with ACM using Oracle BPM Suite and recommends approaches for design and implementation.

1. What is
Adaptive Case Management?
(Technically)
Jon Petter Hjulstad
Middleware Department Manager – Oracle ACE Associate
Jorge Quilcate
Senior Consultant – Oracle ACE Associate

2. About us
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• Since 2004 / +100 employees / 7 offices (Norway and Peru)
• Strong partnership with Oracle
• WLS, BPM, SOA Beta Program Partner
• Active member at SOA Community
• Oracle Fusion Middleware Partner Community Award 2015 for
Outstanding WebLogic Contribution
Great stories!

3. About you
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• Who have worked with Oracle Fusion Middleware
products?
• How many of you have worked with Oracle SOA or BPM
Suite?
• How many of you have used ACM tools?

4. Agenda
What about ACM?
How does
Oracle
handle ACM?
How can I
start working
with it?
Let’s use it!
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5. A couple of concepts…
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“Plasticity – The ability of a system to evolve easily in
a number of ways – is optimal in a world of
uncertainty”
“End-to-end says to keep intelligence in a network at
the ends, or in the applications, leaving the network
itself to be relatively simple.”
Book: “The Future of Ideas” – Lessig, Lawrence

6. What about Case Management?
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What’s Case Management?
“Knowledge workers”
What’s a Case?
CMMN defines it as a “proceeding that involves actions taken regarding a subject in a
particular situation to achieve a desired outcome”
What’s the difference between Case Management and
Business Process Management?
Goal / Context / Relationship

7. Process Classification
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Business Processes
Human-Centric
Pre-set / routine Knowledge Work
System-Centric
BPMN / CM
CMBPMN
BPEL

8. What about CM Methodology?
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Case-Functional Design Categories
Case Lifecycle Design
Case Flow /
Process
Events Rules
Case Information Design
Data Documents
People
relationships
Case Interaction Design
Portal Dashboards Channels
Cross-Functional Design Categories
Integration Roles and Authorization
© “Case Management with Oracle
Technologies” book – CRC Press
Manas Deb

9. What about Models and Notation?
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CMMN: Case Management Model and Notation
Case Plan Model
Case File Item
Case Stages
Case Events
Case
Milestones
Case Tasks Connectors

10. What about Models and Notation?
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11. How does Oracle handle ACM?
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12. Oracle BPM Suite before ACM
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MDS Repository
Optimized
Binding
Process
Analytics
Cubes
BAM
B2B
Oracle Service Bus
Common JCA-based connectivity infrastructure
SOA Infrastructure Unified Runtime
Process Core
BPEL BPMN
Human
Workflow
Business
Rules
Mediator
Events

13. Oracle BPM Suite after ACM
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Optimized
Binding
Process
Analytics
Cubes
BAM
B2B
Oracle Service Bus
Common JCA-based connectivity infrastructure
SOA Infrastructure Unified Runtime
Process Core
Human
Workflow
Mediator
BPMNBPEL
Case
Management
Business
Rules
MDS Repository
ECM Repository
Events

14. How does Oracle handle ACM?
Design Part
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15. New “Case Management” Component
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 CM Component can coexist with
BPEL and BPMN Components.
 BPMN and Human Tasks can be
promoted as Case Activities
 You can only have one Case per
Composite Application.
 Sub-Cases (from other Projects) and
Custom Activities (Java Classes)

16. Case Activities
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Available Running Completed

17. Case Milestones and Periods
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Milestones overlaps BPM
Activity Guide and can’t be
together in the same
composite
Outcome is reached at the
end of the Case Lifecycle

18. Case Data and Documentation Management
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Data using Business Objects
(as BPMN and HT)
Data could be defined as
“External”
Documents can be saved on
Database or ECM System
(including metadata) using CMIS
Adapter (Oracle UCM/WCC or
Alfresco CMIS).

19. User Events and Integration with EDN
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User Events are situations
that any user could trigger
during Case lifetime.
In conjunction with System
events (Case, Milestones, Data,
Document, etc.) could be
published on Event Delivery
Network

20. Stakeholders and Permissions
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Stakeholders are Case
workers (or ‘Knowledge workers’)
By default Stakeholders have
all permissions. After
deployment can be removed.
Permissions: Fine-grained
access to Case Resources.
Managed from Workspace or
EM.

21. Case’s Business Rule
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Business Rule are focus on
control and automate Case
Flow logic
New functions are included
to manipulate Case events

22. How does Oracle handle ACM?
Runtime Part
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23. Case UI
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24. Case UI - Documents
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25. Case UI – Audit Trail
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Case UI

26. How can I start working with it?
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“Case Management as a Process Umbrella”
Case Management
BPMN Process
BPEL Services
Human
Task
Sub Case
Human
Task
BPMN
Custom
Activity
Milestone 1 Milestone 2 … Milestone ‘n’
WS & API
Events

27. How can I start working with it?
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“Quick start with Oracle BPM Suite”

28. How can I start working with it?
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“Quick start with Oracle BPM Suite”

29. How can I start working with it?
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“Quick start with Oracle BPM Suite”

30. How can I start working with it?
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“Knowledge Workers” examples:
• Incident Management,
• Licensing and Permits Management,
• Claim Management,
• Public Services,
• Order Processing,
• HR recruitment,
• Financial processes,
etc… etc…

31. Let’s use it!
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Case
Management

32. Let’s use it!
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• Demo:
Oracle BPM Suite 12c
CM
WS
Oracle Service Bus 12c
Database
DB
Adapter
API
Oracle Business Process
Workspace
CM
API

33. Recommendation from @soacommunity
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• “BPMN Component as a Wrapper”
• “One Business Rule Set by Case Event type”
• “UI First” Approach: BPM Workspace or Custom UI?
• “Keep your Business Objects as light as possible”
• “Try to keep large ‘sub processes’ (BPMN or Sub Cases) into other
Composites – Avoid instance migration”
• Use Custom Case Activities (Java) for Prototyping

34. Resources
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• Fusion Middleware Communities:
• SOA Community www.soacommunity.com
• ACM Community www.acmcommunity.com
• WebLogic Community www.weblogiccommunity.com
• Oracle A-Team’s Blog: www.ateam-oracle.com
• Sysco’s blog: www.sysco.no/blogg
• jeqo’s blog: jeqo.github.io/blog
• Follow us on Twitter! @Jphjulstad @jeqo89
• Fork our repos on GitHub! @sysco-middleware