Monday, July 1, 2013

#259 BPM 11g PS6 Case Management - getting started

An excellent approach suggested by my colleague Prasen P. is to use a mind map when defining a case.
It fits in well with the more holistic approach required when designing such - "holistic", in comparison to the more "process oriented" approach used with standard BPM.
I will not be providing background information on Oracle's Adaptive Case Management here, as this is already available. Suffice to say, it is built on existing components within the Oracle BPM Suite - so we are not introducing more complexity here - more a case of "doing more and better with the same".

For those new to Adaptive Case Management in Oracle BPM 11g, I suggest you read Mark Foster's articles on the A-Team blog. He has written 3 excellent pieces on the above - they are available here

Another useful intro is provided by Leon Smiers - check it out here.

Anyway, back to the mind map approach - Here is a one containing the main components within Oracle's Adaptive Case Management. Remember Adaptive Case Management is only available with BPM Suite 11g PS6.

So let's go thru each of these components, explaining their raison d'ĂȘtre -

Data - data associated with the case, for example, in an income tax case, it could be your tax return, tax rebate etc.

Milestones/Phases - Milestones in Case Management should be interpreted as phases in the progression of the case. e.g. in our income tax case we may consider 3 phases - Initial Assessment of tax return, Investigation of tax return, Resolution of the tax return etc.
Outcomes - possible outcome status of the case e.g. Rebate Paid, Bill Sent for outstanding tax etc.

Events - Here we define user and case events. This could include manual actions that can occur during the lifetime of a case which trigger events inside the case. For example, the arrival of a fax including supporting documentation for a tax return could trigger a "Validate Document" event.

Stakeholders - Here we are referring primarily to the Case Workers. However, we could also include "external" parties such as the tax payers - depending on their involvement in the case.

Activities - specific Case work/tasks e.g. Conduct Initial Assessment of Tax Return, Investigate Tax Return,
Validate Document, Generate Tax Rebate etc. We can also specify whether the activity is conditional or unconditional, i.e. whether it is always executed or not.

Policies - We can consider policies for - Phase Changes and Activity Use e.g.

-- Phase Change Policies for Investigation of Tax Return Started --> "Valid Tax Return"

-- Activity Use Policy- here we can specify which activities should be available in which phase. e.g. the Generate Tax Rebate activity should not be available in the  Initial Assessment phase, but only in the Resolution phase.

Documents - supplementary documents pertaining to the case, e.g. receipts etc. These will be stored per default in UCM.  

Initial mind map for the simplified Tax use case -

Here are the detailed nodes -

Policies/ Phase Change Policies

Policies/Activity Use Policies


1 comment:

Celesta said...
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