
Oracle BPM Suite 12c Modeling Patterns
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- Blend workflow patterns with human interactions and task modeling using Oracle BPM human workflow
- Use correlation patterns and discover exception handling strategies in Oracle BPM and the patterns around it
- Learn patterns of invocation, and witness interaction and integration
- Use adaptive case management to handle unpredictable, unstructured, ad hoc flows
- Get to grips with milestone patterns, case interaction, holistic view, and eventbased features
- Use Process Asset Management (PAM) to uncover process and business architecture asset sharing for BusinessIT collaboration
- Learn strategic patterns of alignment and develop models for strategy, Enterprise, and value chain and align them together
- Explore predictive analysis and KPIs
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Vivek Acharya is an IT professional and has been in the world of design, consulting, and architecture for approximately 12 years. He is a certified expert on blockchain, Hyperledger Fabric, Software as a service (SaaS), and analytics. He loves all things associated with the cloud, permissioned decentralized autonomous organization (pDAO), blockchain, predictive analytics, and social business process management (BPM).
Content
- Intro
- Oracle BPM Suite 12c Modeling Patterns
- Table of Contents
- Oracle BPM Suite 12c Modeling Patterns
- Credits
- Disclaimer
- About the Author
- Acknowledgments
- About the Reviewers
- www.PacktPub.com
- Support files, eBooks, discount offers, and more
- Why subscribe?
- Free access for Packt account holders
- Instant updates on new Packt books
- Preface
- What this book covers
- What you need for this book
- Who this book is for
- Conventions
- Reader feedback
- Customer support
- Downloading the example code
- Errata
- Piracy
- Questions
- 1. Flow Control Patterns
- Sequence flow pattern
- Working with the sequence flow pattern
- Elucidating the sequence flow pattern
- Getting ready for executing use cases
- Exclusive choice and simple merge pattern
- Working with exclusive choice and simple merge pattern
- Knowing about the exclusive choice pattern
- Elucidating the simple merge pattern
- Multichoice and synchronizing merge pattern
- Demonstrating multichoice and synchronization with the OR gateway
- The working of multichoice and synchronization pattern
- Structured synchronizing merge pattern
- Local synchronizing merge pattern
- The parallel split and synchronization pattern
- Parallel split pattern
- Synchronization pattern
- Conditional parallel split and parallel merge pattern
- Working with conditional parallel split and merge
- Antipattern - the conditional parallel split and merge
- Multimerge pattern
- Exploring multimerge
- Discriminator and partial join pattern
- Structured discriminator pattern
- Structured partial join
- Working with a complex gateway to implement the discriminator and partial join pattern
- Testing a process by failing the complex gateway exit expression
- Testing process as success by the complex gateway exit expression
- Complex synchronization pattern
- Canceling discriminator pattern
- Canceling partial join pattern
- Summary
- 2. Multi-instance and State-based Patterns
- Multiple instances with prior design-time knowledge pattern
- Executing the multi-instance subprocess with prior design-time knowledge
- Multiple instances with prior runtime knowledge pattern
- Demonstrating MI with prior runtime knowledge
- Understanding how MI with prior runtime knowledge work
- Multiple instances without prior runtime knowledge pattern
- Working on MI without prior runtime knowledge
- Testing the use case
- Static partial join for multiple instances pattern
- Testing the use case
- Understanding how static partial join for MI works
- There's more
- Canceling partial join pattern
- Dynamic partial join for multiple instances pattern
- Working with dynamic partial join
- Understanding the functionality behind partial join for MI
- Structured loop pattern
- Working with structured loops
- Demystifying do-while
- Understanding the structured loop functionality
- Demystifying while-do
- Arbitrary cycle pattern
- Exploring arbitrary cycle
- Understanding the functionality of the arbitrary cycle
- Trigger patterns
- Transient trigger pattern
- Persistent trigger pattern
- Implicit termination pattern
- Amalgamating implicit termination in the process flow
- Explicit termination pattern
- Learning how explicit termination works
- Cancelation patterns
- Cancel multi-instance task pattern
- Summary
- 3. Invocation Patterns
- Web service pattern
- Asynchronous request-response (request-callback) pattern
- Request-response pattern
- One request, one of the two possible responses pattern
- Two request a pattern
- Exposing the BPM process using Receive and Send Tasks
- Loan Origination over Send and Receive tasks
- One-way invocation pattern
- Implementing one-way invocation using a timer
- Implementing one-way invocation using an e-mail
- The Loan Origination process over e-mail
- Testing the flow to instantiate a process over e-mail
- Publish-subscribe pattern - initiating the business process through an event
- Loan origination over an event
- Multievent instantiation pattern - process instantiation over multiple events
- Loan origination over multiple event occurrence
- Human task initiator pattern - initiating processes through human tasks
- Loan origination via the human task form
- Testing the process
- Guaranteed delivery pattern - process instantiation over JMS - Queue/Topic
- Loan origination over JMS - Queue/Topic
- Creating JMS resources
- Creating a JMS server
- Creating a JMS module
- Creating a JMS subdeployment
- Creating a Connection Factory
- Creating a queue
- Creating a topic
- Configuring the connection pool
- Redeploying the JMS adapter
- Creating the publisher process
- Developing the consumer process
- Testing the process
- Publish-subscribe pattern using topics
- Understanding multiple start events
- Summary
- 4. Human Task Patterns
- Learning about human tasks
- Milestone pattern
- Modeling in a human task versus a BPMN process
- Routing pattern
- Task assignment pattern
- List builder pattern
- Absolute or nonhierarchical list builders
- Hierarchical list builders
- Rule-based list builders
- Parallel routing pattern
- Getting ready to test sample use cases
- Parallel routing pattern with name and expression list builders
- Parallel routing pattern with approval group list builder
- Parallel routing pattern with lane participant list builder
- Parallel routing pattern with rule-based list builder
- Parallel routing pattern with management chain
- Serial routing pattern
- Serial routing pattern with list builder - name and expression
- Participant identification type - users
- Participant identification type - groups
- Participant identification type - application role
- Serial routing pattern with list builder - approval group
- Serial routing pattern with list builder - management chain
- Serial routing pattern with list builder - job level
- Modifying participant lists using list modification
- Substituting participants using list substitution
- Serial routing pattern with list builder - position
- Serial routing pattern with list builder - supervisory
- Serial routing pattern with list builder - rules
- Single routing pattern
- Single approver pattern with list builder - name and expression
- Single approver pattern with list builder - approval group
- Single approver pattern with list builder - management chain
- Notify/FYI pattern
- FYI approver pattern with list builder - job level
- FYI approver pattern with list builder - name and expression
- Task aggregation pattern
- Dispatching pattern
- Escalation pattern
- Rule-based reassignment and delegation pattern
- Ad hoc routing pattern
- Request information feature
- Reassignment and delegation pattern
- Force completion pattern
- Enabling early completion in parallel subtasks
- Routing rule pattern
- Deadlines
- Escalation, expiry, and renewal feature
- Exclusion feature
- Error assignee and reviewers
- Notifications
- Configuring driver properties and attributes
- Configuring the notification definition
- Content access policy and task actions
- Enterprise content management for task documents
- Summary
- 5. Interaction Patterns
- Defining use cases to demonstrate interaction patterns
- The BackOffice process
- The Loan origination process
- The CatchFraudDetails and Feedback processes
- Conversation pattern
- Asynchronous interaction pattern
- Interacting with an asynchronous process using the Message Throw and Catch events
- Interacting with an asynchronous service using the Message Throw and Catch Events
- Enabling external services interaction
- Interacting with an asynchronous process and service using Send and Receive Tasks
- Attaching boundary events on Send and Receive Tasks
- Interacting with a process defined with Receive Task as a start activity
- Synchronous request-response pattern
- The business catalog
- Subprocess interaction patterns
- Reusable process interaction pattern
- Use case scenario for reusable process interaction pattern
- Embedded subprocess interaction pattern
- Interrupting a boundary event
- Boundary event on an activity
- Event-driven interaction pattern
- Defining an event-based interaction pattern scenario
- Summary
- 6. Correlation Patterns
- Correlation mechanism
- Types of correlations
- Components of correlation
- Configuring the environment
- Defining correlation properties
- Defining correlation keys and configuring the correlation definition
- Understanding the correlation behavior
- Message-based correlation pattern
- Testing the message-based correlation pattern
- Cancel instance pattern
- Understanding the components
- Testing cancelation pattern
- Restart instance pattern
- Testing the Loan Origination process to restart a loan
- Testing the restart scenario
- Update task pattern
- Demonstrating the update task functionality
- Query pattern
- Testing the query pattern
- Suspend process pattern
- Suspend activity pattern
- Cancel activity pattern
- How a boundary event based activity correlation works
- Testing the cancelation pattern on an activity
- Summary
- 7. Exception Handling Patterns
- Classifying exceptions
- Business process state
- Reassigned Exception Handling Pattern
- Allocated Exception Handling Pattern
- Changing the Boundary Catch Event from Interrupting to Non-interrupting
- Force-Terminate Exception Handling Pattern
- Force-Error Exception Handling Pattern
- Force-Complete Exception Handling Pattern
- Invoked Exception Handling Pattern
- Invoked State Exception Handling Pattern
- Continue Execution Exception Handling Pattern
- Force-Terminate Execution Exception Handling Pattern
- Force-Error Execution Exception Handling Pattern
- Allocated state - External Exception Handling Pattern
- Implementing Allocated state - External Exception Handling Pattern
- Allocated state - Internal Exception Handling Pattern
- Implementing Allocated state - Internal Exception Handling Pattern
- Internal Complete Exception Handling Pattern
- Internal Terminate Exception Handling Pattern
- Internal Error Exception Handling Pattern
- Testing the Restarted scenario
- Reallocated Exception Handling Pattern
- External Exception Handling Pattern
- Process-Level Exception Handling Pattern
- Implementing Process-Level Exception Handling Pattern
- Testing Process-Level Exception Handling Pattern
- System-Level exception handling pattern
- External Triggers
- Summary
- 8. Adaptive Case Management
- Defining adaptive case management
- Case
- Case management
- Dynamic case management
- Mechanism of adaptive case management
- Process versus case
- Case management offerings
- The building blocks of adaptive case management
- Exploring ACM use case scenarios
- The building blocks of the Insurance Claim use case
- Testing the use case
- Case stage
- Event pattern
- Milestone pattern
- Case interaction pattern
- Localization feature
- Holistic view pattern
- Ad hoc feature
- Ad hoc inclusion of stakeholders
- Ad hoc inclusion of activities
- Ad hoc inclusion of documents
- Association of a case with subcases
- Ad hoc inclusion of rules and activities
- Summary
- 9. Advanced Patterns
- Strategic Alignment Pattern
- The Value Chain Model
- The Strategy Model
- Mapping goals to an organization
- Defining KPIs in a BPMN project
- Defining KPIs in a BA project
- Defining KPIs in a child Value Chain Model
- KPIs in the Value Chain Step level
- KPIs in the Value Chain Model level
- Defining KPIs in the master Value Chain Model
- KPIs in the Value Chain Step level
- KPIs in the Value Chain Model level
- Publishing report data
- Capturing the business context
- Emulating Process Behavior
- The Debugger feature
- Round Trip and Business-IT Collaboration
- Summary
- A. Installing Oracle BPM Suite 12c
- Installing JDK
- Installing BPM suite
- Configuring the default domain
- Enabling the demo user community
- Custom domain creation
- The BPM/SOA configuration
- Summary
- Index
Preface
This book demonstrates the perceptible regularity in the world of BPMN design and implementation while diving into the comprehensive learning path of the much-awaited Oracle BPM modeling and implementation patterns, where, the readers will discover the doing rather than reading about the doing and this book, Oracle BPM Suite 12c Modeling Patterns, effectively demonstrates the doing. The scope of this book covers the patterns and scenarios from flow patterns to strategic alignment (goals and strategy model)-from conversation, collaboration, and correlation patterns to exception handling and management patterns; from human task patterns to asset management; from business-IT collaboration to adaptive case management; and much more.
This book will demystify various patterns that have to be followed while developing a professional BPM solution. The patterns such as split-join, multi-instance, loop, cycle, termination, and so on, allow you to drill into basic and advanced flow-based patterns. The integration, invocation, interaction, and correlation patterns demonstrate collaboration and correlation of BPM with other systems, processes, events and services. The human interaction pattern section leaves no stone unturned in covering task modeling, routing, dispatching, dynamic task assignment, rule-based assignments, list building, and other advanced topics. The chapter on Exception Handling Pattern is a comprehensive guide to model and implement exception handling in Oracle BPM implementation and design. The chapter on Adaptive Case Management offers detailed information about patterns handling unstructured data and unpredictable scenarios. The adaptive case management features and patterns will empower you to develop a milestone-oriented, state-based, rule-governed, content outbid, event-driven, and case management solution. Also, the witness patterns bring enhanced and dynamic business-IT collaboration. Experience the magic of strategic alignment features, which brings together the requirement and analysis gaps and makes the organizational activities very much in-line with the goals, strategies and objectives, KPIs, and reports.
This is an easy-to-follow yet comprehensive guide to demystify strategies and best practices to develop BPM solutions on the Oracle BPM 12c platform. All patterns are complemented with code examples to help you better discover how patterns work. The real-life scenarios and examples touch many facets of BPM, whereas solutions are a comprehensive guide to various BPM modeling and implementation challenges. Each pattern pairs the classic problem/solution format, which includes signature, intent, motivation, applicability, and implementation, where implementation is demonstrated via a use case scenario along with a BPMN application with each chapter.
What this book covers
Chapter 1, Flow Control Patterns, covers the basic flow control patterns in BPMN. This chapter offers an exemplary and comprehensive exposure to flow control patterns that are helpful in modeling and implementing BPMN solutions. During the course of modeling from "As-Is" to "To-Be" process, a process analyst models, designs, drafts, and publishes a sequence of activities and their flow control. This chapter starts off by showcasing the essentials of flow control patterns. This chapter explains converging from conditional and unconditional sequence flow to simple and parallel split and merge; later, the flow in this chapter expands to multi merge and transitioning patterns. Then, there is a comprehensive guide to patterns such as the partial join and discriminator patterns.
Chapter 2, Multi-instance and State-based Patterns, discusses a set of patterns that will demonstrate how processes can handle batch jobs and simultaneously spawn multiple work item instances in a process. This chapter simplifies the usage of loop characteristics while showcasing multi-instance perspectives. This chapter emphasizes on developing solutions for use cases with multi-instance requirements with design time and run time knowledge. This chapter further covers iteration patterns by demonstrating structured loop and unstructured looping mechanism. Then, implicit and explicit termination patterns will showcase the termination pattern.
Chapter 3, Invocation Patterns, gives an insight into the various discrete mechanisms to initiate processes and this chapter covers various patterns that illustrate these discrete invocation patterns. Process interfacing offers other processes, services, and external systems to communicate with BPM processes. This chapter uncovers process interfacing with queues, services, and processes by exposing different operations which external systems can interact with.
Chapter 4, Human Task Patterns, discusses the patterns and features that offer formalized best practices and solutions for the commonly occurring issues and challenges that allow process analysts, developers, and designers to build solutions to bring in human intuition in the process. This chapter discusses various task flow patterns and also demonstrates working with complex task flow. This chapter also demonstrates the inclusion of business rules to build a dynamic participant list. This chapter covers patterns that allow you to explore the feasibility to build a participant list statically, dynamically, or based on rules. The task assignment patterns section demonstrates how tasks are assigned statically, dynamically, or based on rules to the participants. The ad hoc assignment patterns, delegation patterns, and escalation patterns give depth to the chapter. The various other advanced features such as exclusion, notification, ECM integration, access policy, and so on are covered in detail along with elaboration on routing patterns, delegation, and so on.
Chapter 5, Interaction Patterns, discusses how processes interact and integrate with other systems, processes, and services and how these interactions are facilitated by various interaction patterns. This chapter includes various patterns that help to communicate with other processes, systems, and services. This chapter focuses on patterns that facilitate collaborative interaction of process with other processes, service, events, and signals.
Chapter 6, Correlation Patterns, showcases patterns that offer solutions to scenarios where processes need to be interrupted on the fly and sometimes need to be cancelled. The solution to a scenario where a task needs to be changed and/or updated in an in-flight process or cases such as querying an in-flight process. This chapter also uncovers all those patterns that need to interact with an in-flight process and also will explain how we can relate processes and associate a message with the conversation that it belongs to. The much awaited 12c features include suspending process and activities. These are elaborated in the chapter along with various other patterns to cancel, update, and query a process or activity.
Chapter 7, Exception Handling Patterns, focuses on demystifying various Exception Handling Patterns. This chapter focuses on exception classification, exception propagation, exception handling mechanism, and fault management framework. This chapter explains the strategies of how exceptions are handled in Oracle BPMN with detailed coverage of the fault management framework. We will examine the handling of exceptions in tasks, subprocess, and processes while covering different categories of faults. We will also cover modeling for exception handling and various modeling best practice while taking care of exception handling. Though the chapter is focused on exception handling patterns, it covers various exception handling mechanisms, their implementation, and usage in Oracle BPM.
Chapter 8, Adaptive Case Management, focuses on the case management framework that enables building case management applications, which comprise business processes, human interaction, decision making, data, collaboration, events, documents, contents, rules, policies, reporting, and history. This chapter demonstrates the inclusion of human intuition, empowered case, knowledge workers, collaborative decision-making, enhanced content management, and social collaboration. This chapter elaborates on Oracle Adaptive Case Management solution and in the course of learning it, one can explore various patterns and features that enable designers, developers, and analysts to model case management solutions and bring in agility, true dynamism, collaborative decision making, and a 360-degree holistic view of the case. This chapter also covers milestone patterns, case framework, event patterns, localization, case states, case interaction patterns, holistic view, and ad hoc features.
Chapter 9, Advanced Patterns, covers patterns in analysis and discovery category, where alignment patterns demonstrates features such as analyze, refine, define, optimize and report, and business processes in the enterprise. Alignment patterns highlight how IT development and process models can be aligned with organization goals while performing alignment, learning enterprise maps, strategy models, value chain models, KPIs, and reports. This chapter will also show how to create different reports based on the information documented in the process such as RACI reports, and so on. This chapter heavily focuses on demonstrating round trips and business IT collaboration, which facilitates storing, sharing, and...
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