Download - Master Process Template Sample - TIBCO Software · 2018-03-13 · Master Process Template Sample Import master-process-sample.maa into Business Studio (4.2 or later). Use Case The

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.

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:

Youcansetthenumberofcasestocreate,aprefixforthecaseId(mustbeunique)andthedelayperiod–default10minutes.

CheckyouhavesomecaseswaitingYoucanseeprocesseswaitinginprocessviewandcasesatstateWAITINGincasemanagement:

SendintradedataYoucanusethesendTradesBusinessServicetosendsomedummytradedataforeachcase.Itwillautomaticallylocatecaseswaiting.Justselecthowmanytradestosendpercase:

CheckcasestatusYouwillnowseethatthecasestatusisPENDINGandthatthereareworkitemstobe‘assigned’byamanagerforeachcase:

AssignataskOpenataskfromtheworklistandselectTeamAandclickassign

ProcessataskYouwillseethatthecaseyouselectedhaschangedstatetoPROCESSING.YouwillfindanewworkitemintheworklistforTeamAtocheckthereconciliation.YoucanopenthetaskProcessReconciliationandcompletethecasebyprovidingaresolutionnote.

ReviewCaseStatusYouwillnowseethatthecaseyouprocessedisstateRESOLVED

Youcanalsofindthemaster_processinprocessviewsandreviewtheaudit.Comparethistothestudioprojectstounderstandhowthisapplicationworks:

Youcanalsoseetheeventbasedaudittrailineventviewsbycreatinganeventviewforthemaster_processinstance.Findanactivityforyourcaseunderthe‘myactivitytoday’view,thenrightclickandchoosethisinstancetogettheaudittrailforthisinstance.ForthiskindofdynamiccasebasedapplicationEventviewsprovidesamorereadableauditthanthegraphicalaudittrailofProcessViews.

Download - Master Process Template Sample - TIBCO Software · 2018-03-13 · Master Process Template Sample Import master-process-sample.maa into Business Studio (4.2 or later). Use Case The

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