bpm and case management applications

BPM and Case Management Applications

Kris VerlaenenjBPM Project LeadRed Hat JBoss BPM Suite Product Architect

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Overview

● What is Case Management?● Core Features● Authoring● Runtime monitoring● Custom applications● Demo

What is Case Management ?

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What is Case Management ?

Unpredictability

StructuredProcess

AdaptiveCase

DynamicCase

Complexity

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What is Case Management ?

● Some examples● Claim processing● Issue reporting● Patient treatment● Etc.

Characteristics

● Ad hoc and dynamic

● (More) data-driven

● Knowledge workers

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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

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What to expect?

Core BPMEngine

Extended corefeatures

BPMN 2.0ProcessModeling

RuntimeMonitoring

Extended processmodeling

CaseModeler

Case List& Details

CustomApplications

Core Features

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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

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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

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Foundation

● Flexible BPMN 2.0 - based engine● Meta-driven extensions

● Case roles● Ad-hoc choice● Dynamic tasks● Milestones/ stages● Etc.

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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

workbenchauthoring

consolemanagement

Build and deploy Execution Servers

kjar1 kjar2kjar2

kjar1 kjar2

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Process Execution Server

Processes

Execution Server Foundation

Cases Rules

Query ... ...

REST API

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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

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Ad-hoc Choice

DynamicModifications Milestone

Stages

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Case Modeler● Stage-oriented Case Modeler for unstructured cases

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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 !

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Other Authoring Improvements

● Getting started experience● (Preview of) new Form Modeler● Preview of new Process Modeler● Administrative settings● Fine-grained security

Runtime Monitoring

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Case Details

Case Comments Case Roles

Process Instance Description

Milestones

Activities

Ad Hoc +Dynamic

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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

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Screen ComponentsReporting

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Case-driven Applications

Processes, Cases, Rules, Tasks, Optimization

End UserApplication

End UserApplication

UI Building Blocks

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Model Deploy Execute

Rapid Application Development

Show value early and often !

Case ManagementDemo

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http://mswiderski.blogspot.be/2017/01/order-it-hardware-jbpm-7-case.html

Questions?