BPM and Case Management Applications

Kris VerlaenenjBPM Project LeadRed 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

StructuredProcess

AdaptiveCase

DynamicCase

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 BPMEngine

Extended corefeatures

BPMN 2.0ProcessModeling

RuntimeMonitoring

Extended processmodeling

CaseModeler

Case List& Details

CustomApplications

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

workbenchauthoring

consolemanagement

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

DynamicModifications 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 ComponentsReporting

Kris Verlaenen35

Case-driven Applications

Processes, Cases, Rules, Tasks, Optimization

End UserApplication

End UserApplication

UI Building Blocks

Kris Verlaenen36

Model Deploy Execute

Rapid Application Development

Show value early and often !

Case ManagementDemo

Kris Verlaenen38

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

Questions?