Master Process Template Sample - TIBCO Software · 2018-03-13 · Master Process Template Sample...
Transcript of Master Process Template Sample - TIBCO Software · 2018-03-13 · Master Process Template Sample...
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MasterProcessTemplateSampleImportmaster-process-sample.maaintoBusinessStudio(4.2orlater).
UseCaseTheusecaseforthisapplicationisasfollows:EachdayXYZcorpmanagestradereconciliations.Casesareautomaticallycreatedforeachaccount.Thentradeinformationisreceivedduringthatdaywithtradedetails.Thetradedetailsmustbematchedtothereconciliationandconfirmedbyauserbeforethereconciliationiscompleted.ThisexampleCaseManagementTemplateusesaMasterProcessApproachtoimplementthisapplication.Theimplementationapproachisexplainedhere:https://community.tibco.com/wiki/master-process-pattern-case-management-activematrix-bpm
ExampleScenarioInthereconciliation_creatorsproject->reconciliation_testers.xpdltherearetwotesterBusinessServices:The‘SendReconciliations’BusinessServiceallowsauto-generationofaconfigurablenumberofcasesbycallingcreateReconciliationCaseRESTservice(implementedasAMX:BPMServiceProcess).ThecaseissettoWAITINGstateandwaitsonaconfigurableduration(default10minutes)toreceivetradedata.IfdataisreceivedthecasestateischangedtoPENDINGandthecaseisautomaticallysentforallocation.OnceamanagerhasallocatedthetasktoateamthecaseissettothestateREVIEWandareviewtaskiscreated.Note:Iftradedataisnotreceivedaftertheconfigurabledurationthecaseisautomaticallysentforallocationeventhoughtradedataismissinganduserswouldhavetomanuallyentertradedata.OnceausercompletedthereviewtaskthecaseissettothestateCOMPLETE.
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RunThroughYoucanuseopenspacetounderstandtheapplication,howevertypicallyacasemanagementapplicationwouldbecreated,forexampleusingtheCaseManagementAccelerator:https://community.tibco.com/wiki/case-management-accelerator
DeployprojectsImportmaster-process-sample.maaintoBusinessStudio,thendeploythefollowingprojectstoActiveMatrixBPM:Case_modelReconciliation_creatorsReconciliations_org
MapUserstoRolesUsingtheorgbrowserinopenspacemapyourtibco-adminuserstoallthepositionsusedintheapplication:
NoteinarealsystemManager(whodoesallocationofcases)andTeamA,TeamB,TeamC,TeamDwouldlikelybedifferentusersandhencewouldseedifferentworklists!
CreatesomecasesRuntheSendReconciliationsBusinessServicetocreatesomesamplecases:
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Youcansetthenumberofcasestocreate,aprefixforthecaseId(mustbeunique)andthedelayperiod–default10minutes.
CheckyouhavesomecaseswaitingYoucanseeprocesseswaitinginprocessviewandcasesatstateWAITINGincasemanagement:
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SendintradedataYoucanusethesendTradesBusinessServicetosendsomedummytradedataforeachcase.Itwillautomaticallylocatecaseswaiting.Justselecthowmanytradestosendpercase:
CheckcasestatusYouwillnowseethatthecasestatusisPENDINGandthatthereareworkitemstobe‘assigned’byamanagerforeachcase:
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AssignataskOpenataskfromtheworklistandselectTeamAandclickassign
ProcessataskYouwillseethatthecaseyouselectedhaschangedstatetoPROCESSING.YouwillfindanewworkitemintheworklistforTeamAtocheckthereconciliation.YoucanopenthetaskProcessReconciliationandcompletethecasebyprovidingaresolutionnote.
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ReviewCaseStatusYouwillnowseethatthecaseyouprocessedisstateRESOLVED
Youcanalsofindthemaster_processinprocessviewsandreviewtheaudit.Comparethistothestudioprojectstounderstandhowthisapplicationworks:
Youcanalsoseetheeventbasedaudittrailineventviewsbycreatinganeventviewforthemaster_processinstance.Findanactivityforyourcaseunderthe‘myactivitytoday’view,thenrightclickandchoosethisinstancetogettheaudittrailforthisinstance.ForthiskindofdynamiccasebasedapplicationEventviewsprovidesamorereadableauditthanthegraphicalaudittrailofProcessViews.
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