oracle integration architecture · customer onboarding 6 installer processes 6 10 call center...

Model and Automate Oracle Applications Processes, Using

Oracle BPEL and BPA Tools

Sandeep BanerjieSenior DirectorOracle [email protected]

Kailash [email protected]

Srikant SubramaniamPrincipal Product ManagerOracle [email protected]

October 15, 2009

mailto:[email protected]



The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

A Shift to Next Generation of Business

Applications

3

Bu

sin

ess V

alu

e D

elivere

d b

y I

T

Custom Apps

Packaged AppsLowered TCO,

but less

differentiated

capabilities

Differentiated

capabilities built on

standardized

platforms &

services (lower

TCO)

Service-

based

Apps

Next

Generation

Apps

Reduction in TCO

Source: Accenture, 2007

An Illustration of this Shift

Order $

OrderingWarehousing

Invoicing

Need: Support Business Processes

…An Illustration…

Order $

Ordering Warehousing Invoicing

CRM SCM Financials

Integration Integration

The Past: Implemented as Apps Silos


RMS

TopPlan

RDW

MAS

RDM

RDM

RDM

MAS

(Tandem)

RTE(Z)

Tandem

AIM

Sales

Audit

TMS

Sorter

PeopleSoft

(FMS)

PeopleSoft

(HR)

Stores Stores Stores Stores Stores

Credit

Switch

Credit

Authorizer

Tandem

(Fine

Jewlry)

Business

Warehouse

EJ

Aspect

ReconNet

EquityEdge

BlueBird

Planalytics

Customizations

Interfaces

Application

The Past:


Now: Modern Architecture across Silos

Order $

Order Warehousing

Invoicing

WS WS WS

Modern Architecture

CRM SCM Financials

Third Party

WS

…An Illustration

Simplification & Rationalization of

Applications

Standardization & Abstraction of

Complexity

Flexibility & Ease of Use

Now:

Next Generation of Business Applications Small Strategic Investments…

Industry Process Area

Project Delivery Time

(months)

Project Resources

(#)

Financial Services Market Risk Mgmt. 3

Deposit Origination 8

HR file access 3 2

Front End Process 6 4

Apps Consolidation 12 6

Healthcare Claims re-pricing 2

High Tech Sales Process 2 2

Apps integration 3 10

Procure to Pay 3 3

Partner Integration 4 3

Higher Ed Eligibility processing 4

Finance workflows 1.25 2

Leave requests 4 3

Manufacturing Project Mgmt 8

Apps Integration 4 4

Warranty Management 3

Order processing 8 3

Oil & Gas Sales Process 1.25

Accounts Payable 7Services Finance processes 4 8

Telco Change request 2

Customer onboarding 6

Installer processes 6 10

Call Center productivity 5 25

Fraud Detection 9 2

Utility Apps Integration 3

Order Renewal 2.25 5

Workforce Automation 3 4

Average 4.5 5.6

9

…Delivering Significant Returns!

Industry Process

Processing Time

(% reduction)

Overhead

(% reduction)

Overhead Reduction

(#)

Savings

(% less cost)

Savings

($M annually)

Financial Services Market Risk Mgmt. 79

Trade Exceptions 50 25 1

Apps Consolidation 30 3.6

Healthcare Claims processing 52 63

Claims re-pricing 90 1

High Tech Sales Process 75 1.5

Procure to Pay 90 1

Higher Ed Eligibility processing 1.2

Finance workflows 90 25

Leave requests 2

Insurance Mortgage origination 40 30

Change requests 45 4.4

Mainframe Modernization 73 22

Manufacturing Project Mgmt 42 80

Warranty Management 60 3 2

Oil & Gas AP/ Invoicing 35 80

Public Sector Certificate of good standing 50 66

Retail AP/ Invoicing 90 7

AP/ Invoicing 90 25

Telco Capturing customer contracts 9

Change request 88 22

Customer activation 90 71

Installer processes 500 13

Call Center productivity 25 40.5

Utility Apps Integration 60

Order Renewal 75 4

75 52 58

10

Oracle Fusion MiddlewareBuilding Blocks for Next Generation Business Apps

11

Enterprise Scale SOA Platform

Native BPEL and BPMN

Integrated Process Analytics

Rich Business Editors

Web-based

Business

Editors

Rich AJAX

Workflow

Forms

Developer

Tooling

Unified Business Process PlatformSingle Workflow Engine for People, Systems, Documents

NetApp Confidential - Limited Use

NAPANetApp People Actions -

Automation of HR Processes

© 2009 NetApp. All rights reserved.

Agenda

NetApp Introduction

Background about HR Processes

Cost - Benefit Analysis for Automation

Project Objectives

High Level Solution - End to End

Workflow Design Considerations

Workflow Solution - End to End

Challenges and Road Ahead

Conclusion

© 2009 NetApp. All rights reserved. 15

A Culture Dedicated to Your Success

“We measure our success by our customers’ success.”

Dan WarmenhovenChairman

2003200420052006200720082009

#1 in 2009


Customer Success Fuels our Growth

Broad solutions portfolio

Comprehensive professional

services

Global support

Industry-leading partners

135+ offices around the world

~8000 employees

Fortune 1000, S&P 500,

NASDAQ 100$1B

$3B

$4B

$2B

0706050403 08

FY09:

$3.4 Billion

09


Leaders Rely on NetApp

Energy

Telco

GovernmentFinancial

Media/InternetHealthcare

Tech

Manufacturing

http://www.fujifilm.com/index.html

http://images.google.com/imgres?imgurl=http://www.100blackmenba.org/graphics2/catholic_health.jpg&imgrefurl=http://www.100blackmenba.org/sponsors.htm&h=54&w=225&sz=4&hl=en&start=2&tbnid=Jj09kiVjZstZBM:&tbnh=26&tbnw=108&prev=/images?q=catholic+healthcare+west+logo&gbv=2&hl=en



19

Change Process involving Approvals e.g. Salary Change

Get Approvers

Sign-offDocument

Handover to

HR OpsData Entry

PeopleSoft

Updated



20

For some of the online forms, approval process was becoming mandatory.

Change Process without Approval e.g. Department change

Batch OperationPost Online Form

Staging table

PeopleSoft

Updated


Cost - Benefit Analysis for Automation

21

Process Pre-Automation

Cost

Self-Service Cost

(projected) % Savings

Department,

Location or

Supervisor Change

$$ $

All the scenarios

reflected about

20-40% savings

Job Change $$$ $

Salary Change $$ $

Promotions $$ $

Approvals $$$ $

Personal Info

Updates $$ $


NAPA (NetApp People Actions) Objectives

Implement automation

Increase compliance

Reduce inquiries

“The project will introduce a new web-based

global tool for Employee- and Manager-Self-

Service to replace manual and paper-based

processes for high-volume transactions.”

Build Scalable Portal and Workflow

framework for the Enterprise.


High Level Solution Guidelines

EA Principles

– Avoid customizations to Enterprise Application

– Focus on “use” rather than “build”

Leverage existing PeopleSoft functionality mixed

with modular custom extensions

Customizations through SOA composite application

Moving towards Oracle Fusion vision

23


Portal Solution

UI Framework

Security Framework

Roles & Entitlements

Personalization

…and we closed on WebLogic Portal

24

Automation & Compliance – main drivers for project resulted in

following high level requirements, and architecture team was to

identify right starting platform – WebLogic Portal Framework or

Custom JEE Application


Workflow Solution

Human Workflow - Task routing with

various flow patterns

Emails – Actionable as well Notifications

Ease of integration with External Web

Apps, Enterprise Apps, LDAP, DB, JMS

Security, Auditing, Error Handling

… and we closed on Oracle BPEL Engine

25

For Workflow solution, following were main considerations, and

again the choice was Home grown or Standard Workflow engine.

http://images.google.com/imgres?imgurl=http://sg.yimg.com/i/aa/mobile/3/mail_sms_icon.gif&imgrefurl=http://asia.mobile.yahoo.com/&h=44&w=50&sz=3&tbnid=xYDBzTKatwYJ:&tbnh=44&tbnw=50&start=86&prev=/images?q=mobile+phone+icon&start=80&hl=en&lr=&sa=N


Oracle BPEL Engine

26

?

BPEL

Web Service - CI

Java Service(Notification Content)

Actionable

Email

User Tasks

DatabaseJMS

RMI

* Slide adapted from Oracle SOA platform


High Level Solution - End to End


Workflow Design Considerations

Workflow Modeling

Workflow Patterns

Business Rules(for Approvals & Notifications)

– Hierarchy

– Departments / Roles

– Regional

– Thresholds

– Compliance

Configuration Driven

Recovery

Auditing

28

Word

Excel

Visio


Workflow – Patterns

Parallel

Sequential

Adhoc

A B C

Start Process

B

A

C

Start Process

CA B

Start Process


Workflow – Approvals & Notifications

Approvals & Notifications are the most critical pieces

of Human Workflow

Here is our sample Approval matrix (similar for Notifications as well)

30

Scenario Task /

Email

Type

2n

d L

eve

l

Ma

na

ger

Fu

nc

tio

na

l V

P

HR

BP

Co

mp

en

sa

tio

n

Job Promo, Reclassification

based on Job Code and Job Level fieldsApproval A A

Salary for job level X

based on Annual Base Salary and related fieldsApproval A A A A

Salary due to Weekly Hours Change

based on Weekly Hours fieldApproval A

Initially we did POC using Business Rules

components, but ran in challenges with scalability.

Based on roles, dynamically generated content for

Emails.


Workflow – Auditing

Clean up processes – e.g. User termination

– Batch process mode implementation outside of

BPEL Engine but using Workflow APIs

Batch notifications to HR Administrative staff with

manual intervention capability

Compliance capabilities like Approver can’t be

Subject, or certain Pre-Approved scenarios

Alerts for exceptions using BPEL Fault Handling

mechanism

31


Workflow – Recovery

32



33



34

• Complex Workflow Matrix

• Dynamic Approvals

• Individual Approvals – 100%

• Group Approvals – 1%

• Any Approver can add more

approvers

• Approvals thru Portal or Email

• Supports Self as well Proxy

• Resubmission

• Manual Updates

start

Process

Initiated

Update

HR Module

Notifications

Change

Processed

end

Approvers

Task

Complete

Worklist

Update

Task

Publish

JMS

Update

Status


Challenges & Road Ahead

Technical Challenges – RMI Invocations & Email

Test environments

For Human W/F testing, ensure dedicated setup of following

environments

– Single Sign On

– Email

Road Ahead

– New modules related to low-volume transactions

– Upgrade to 11g, Business Rules component

– High Availability setup

35


Conclusion - Key Takeaways

Identify key capabilities of the Enterprise Application

Understand Enterprise Application data updates from

external process

Auditing, Error Handling should be ingrained with the

in application

Keep Object Oriented hat on with design and

development of BPEL processes

Building automation solution with human workflow is

complicated36


Demo: Modeling and

Automating Business

Processes

Components in play

• Oracle BPA Suite 10.1.3.4

• Oracle JDeveloper 10.1.3.3

• Oracle SOA Suite 10.1.3.1

• BPEL Process Manager

• PeopleSoft HCM 9.0 with Peopletools 8.48

Birth of a Child Use Case

PeopleSoft

Employee Access

Self Service

Select Qualifying

Event

Select Birth of

Child

Qualifying Event

Process

Birth of a Child

Process

Employee

Information Review

Process

Make Life Event

Change

LDAP

Authentication

LDAP Provisioning

PeopleSoft Process

HR notification

Review Information

Start

End

Process Overview

• Use case: (Simplified) HR benefits enrollment• Enroll a new dependent for benefits

• Update employee’s payroll withholding

• Verify newly added data

• 3 step implementation• BPA Suite: Create the business process model and generate

the metadata (process blueprint)

• JDeveloper: Generate the BPEL model from the blueprint

• JDeveloper: Invoke PeopleSoft partnerlinks, add BPEL artifacts, generate the executable BPEL code

• No coding required!

Implementation Roles : Analyst &

Developer

Business Process Model in BPA Suite

Process Blueprint in JDeveloper

BPEL Model in JDeveloper

Completed BPEL Model

Solution Architecture

ADF/WebCenter

PeopleSoft

BPEL

Insert Dependents Insert W4 …

Workflow

(HR Admin)

PSFT CI

For More Information

• Fusion Middleware Best Practice Centers• http://www.oracle.com/technology/tech/fmw4apps/index.html

• Fusion Middleware @ oracle.com• http://www.oracle.com/fusion

• Fusion Middleware @ OTN• http://www.oracle.com/technology/products/middleware

http://www.oracle.com/technology/tech/fmw4apps/index.html

http://www.oracle.com/fusion

http://www.oracle.com/technology/products/middleware