IBM Forms Value-Add for IBM Case Manager Customers
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Transcript of IBM Forms Value-Add for IBM Case Manager Customers
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
1/14
Integration of IBM Forms withIBM Case Manager
Overview & Demonstration
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
2/14
2011 IBM Corporation
IBM Forms Integrated with IBM Case Manager
Delivers an intelligent form experience that enhances and simplifiesthe deliver of case!"ased sol#tions$
Process
IBM Case
Mgmt
People
Information
Offers advanced data capt#re capa"ilities within cases$$$ %ich #ser experience insideo#tside the firewall
Intelligent data entr in step & case pages
C#stomi'a"le widget!"ased interface
(ccessi"ilit and glo"alisation compliance
)eamless management of case properties
)ec#rit rich form filling experience
* Brings validated and secure information to the case.
* Provides a flexible and intelligent UX for displayingand updating case properties.
* Provides line-of business with a comprehensive set ofdata capture tools to rapidly deliver case-based
solutions.
* Empowers caseworers to extract more insight fromcase properties! enabling them to mae better andfaster decisions on cases.
* "hortens development time with out-of-the box
solutions and seamless form integration.
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
IBM Forms Value
Comprehensive range of signing methodsavaila"le to protect transactions$
DigitalSignatures
DynamicExperience
DataValidation
+m"edded constraints and c#stomi'ed"#siness r#les eliminate data capt#re errors$
%ich ,- and r#les driven interactionincreases case management prod#ctivit$
SimpleIntegration
.e"!"ased architect#re ma/es enterpriseintegration & service extensions eas$
Platforms anguages
Ongoing O) & Browserss#pport /eeps o# competitive$
M#ltiling#al s#pportextends sol#tion reach$
IBM Forms !est"in"class features
rovides "est!in!class feat#res for case management sol#tions thatimprove how doc#ments are capt#red and case data is collected$
Business challenges managingcase content
#echnical challenges lin$ingto case data
Source% Forester&s Enterprise Content Management 'nline Sur(ey
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
4/14 2011 IBM Corporation
Integrating IBM Forms
%elease $0$0$2 of IBM orms expands s#pport "eond ile3etBMCM to now incl#de IBM Case Manager 4$1$
* IBM Forms Ser(erdelivers e!forms to we" "rowsers and providesa platform to integrate e!forms into case management applications$
5)PIis a collection of speciali'ed f#nctions that wor/ with e!forms$
5*e!form Ser(erprocesses -M6!"ased e!forms andgenerates 78M69)$
5ICM Integratorextends .e"form )erver capa"ilities tointeract directl with IBM Case Manager$
5P+ Integratorextends .e"form )erver capa"ilities to interactdirectl with ile3et BMCM$
* IBM Forms Designerprovides a complete .:)I.:; design
environment for creating e!forms$
* IBM Forms Vieweris a rich client that allows #sers to interact withe!forms online and offline$
) comprehensi(e setof e"form capa!ilitiescan !e integrated withCase Manager ,,,
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
5/14 2011 IBM Corporation
IBM Forms Ser(er Integration
)eamlessl extends and a#tomates the management of case propertieswithin IBM Case Manager providing live interactionswith ICM transactions and events witho#t writing code$
* orms easil config#red to r#n within Case orm .idgetor modal dialogs?
5 On a step page as an attachment to a tas/$5 On a case page instead of a case data widget$
5 On an page within a modal dialog incl#ding?
5 )ing#lar and arra val#es
5
Choice lists5 Metadata logic re@#ired> max length etc=
* Completed forms are seamlessl saved within Content+ngine> this incl#des data> attachments and signat#res$
Case orm.idget
IBM Form
Case Manager .() rofile
File-et P+
)E . CE . PE
File-et P+
)E . CE . PE
*e! Browser
ICM Ser(er
IBM FormsSer(er " )PI
IBM Forms
Ser(er
Case Mgr ClientCase Mgr B#ilderB#s$ )pace.or/place -8
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
6/14 2011 IBM Corporation
Form /endering 'ptions
IBM orms extends "#siness reach " operating seamlessl infront or "ehind the firewall$
* IBM orms can "e rendered as 78M6 on an .e"page or within the IBM orms Aiewer$
* IBM orms can "e rendered in the Case orm .idgetwithin ICM$
5 orm can "e viewed and edited5 Capt#red data persists
* IBM orms can "e rendered in the %eview Dialogwithin ICM$
5 )pecial read onl preview
* IBM orms can "e carried as a tas/ attachment withinICM$
5 orm moves across wor/flow steps
5 Case orm .idget loo/s for the attachment and opensthe form a#tomaticall
5 orm template and capt#red data persists
ICM )ol#tionage
ICM Ser(er
File-et P+
)E . CE . PE
File-et P+
)E . CE . PE
*e! 0 Case Management Ser(ers
IBM FormsSer(er
.e" (pplicationage
IBM Form
Browsers
*e! Ser(er
Case Case .() rofileorms )erver (I
+nterprise )ervicesorms )erver (I
IBM Form
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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Case Forms *idget
(n extensive range of feat#res are availa"le when IBM orms r#nswithin Case orms .idget$
* Aiew intelligent> high!fidelit forms
5 recision lao#t
5 Interactional & validation r#les
5 78M6 dialogs & images
* C#stomi'ed data capt#re
5 ields> ta"les> dropdowns> radio "#ttons> etc$5 ile attachments
5 M#ltiple signing methods
* Interact with case properties
5 Aiew properties
5 +dit properties
5 ,pdate change lists
* Interact with other case widgets #sing events
* Interact with external services within the form
* Interact with the form #sing 9ava)cript
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
Illustration% IBM Forms rendered within ICM
(#tomatic or man#altas/ generation
Case properties can "einected into form template
Item validation r#lesapplied to case properties
+vent closes form &capt#res data
orm saved & retrieved
)elected form displaed in modal dialog
orm template displaed incase form widget
Dnamic & g#ided#ser experience
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
Simple Form Integration
It is eas to create new forms> modif existing forms> and seamlesslintegrate them within a case management sol#tion$
* Drag & drop a#thoring tools ma/e it eas tocreate smart loo/ing forms$
* orm design wi'ards wal/ o# thro#gh theprocess of wiring we" services with forms$
* .ith #st a few clic/s IBM orms can "edeploed within IBM Case Manager$
* Config#ration tools simplif the o" of mappingform data with case properties$
* .idget management tools ma/e it eas to #seand save form doc#ments within a case$
* .e"!"ased tools ma/e wiring #p of widgets insol#tion pages eas$
IBM Form template
IBM Case Managersolution
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
1ow the products wor$ together ,,,,
Creating 0 Deploying IBM Forms
* Intelligent> smart loo/ing form templates arecreated #sing the IBM orms Designer$
* orm data elements are assigned a casepropert name
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
1ow the products wor$ together ,,,,
Integrating IBM Forms into a Solution
* ( case management sol#tion is created anddeploed #sing IBM Case Manger B#ilder$
* orm can "e part of a case$
5 Case orm .idget settings areconfig#red to open the desired form #singthe IBM Case Manager Client$
* orm can "e part of a step within a wor/flow$
5 orms are registered with attachments#sing IBM Case Manager Client or "
following a ro#nd trip process thatinvolves the ile3et rocess Designer$
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
Simple Product Install
IBM Case Manager is installed first then IBM orms )erver is installed$
* IBM orms is installed separatel$
* IBM orms installer places integration code
and (I files into Case Manager directories$* IBM orms config#ration tas/s are f#ll
integrated into the Case Manager(dministration Client
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
IBM Forms Capa!ilities Summary
.ith IBM Case Manager 4$1> IBM orms provides f#nctional paritfor all #se cases s#pported " eorms pl#s more$
* IBM orms provide "est!in!class data capt#re and rendering capa"ilities> which incl#des?
5 M#lti!step wi'ards
5 orm parts
5 Dnamic choice lists
5 +m"edded 78M6
5 ;lo"ali'ed formats> and adapta"le ,I "ased "ased on "rowser lang#age setting
5 #ll accessi"le
5 Mo"ile ta"let s#pport on (ndroid and iad devices
* IBM orms contain vis#ali'ation and validation controls that can "e "#ilt into a form orcalled externall$
* IBM orms maps data "ased on case propert name and allows data to persist$
* IBM orms reside within o"ect stores as persistent doc#ments$
* IBM orms can "e viewed and edited in the Case orm .idget$
* IBM orms can "e added to tas/ attachments$
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5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers
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2011 IBM Corporation
*rap 2p
IBM orms $0$0$2 integration with IBM Case Manager 4$1 providesthe a"ilit to @#ic/l and acc#ratel enter data into case files$
IBM Forms%
Can r#n inside or o#tside the firewall> capt#ringdata at the so#rce and instantl la#nch cases$
Can replace the standard case data view>providing a smarter and richer #ser interface fordata entr$
Can appear as a tas/ step attachmentc#stomi'ing data entr$
Can persist the form as a doc#ment within acase sol#tion$
Can appl "#siness r#les and deliver a sec#rit
rich form filling experience$
Can dnamicall interact with ICM transactionsand events " #sing o#t!of!the!"oxf#nctionalit$