Master Process Template Sample Import master-process-sample.maa into Business Studio (4.2 or later). Use Case The use case for this application is as follows: Each day XYZ corp manages trade reconciliations. Cases are automatically created for each account. Then trade information is received during that day with trade details. The trade details must be matched to the reconciliation and confirmed by a user before the reconciliation is completed. This example Case Management Template uses a Master Process Approach to implement this application. The implementation approach is explained here: https://community.tibco.com/wiki/master-process-pattern-case-management-activematrix-bpm Example Scenario In the reconciliation_creators project -> reconciliation_testers.xpdl there are two tester Business Services: The ‘Send Reconciliations’ Business Service allows auto-generation of a configurable number of cases by calling createReconciliationCase REST service (implemented as AMX:BPM Service Process). The case is set to WAITING state and waits on a configurable duration (default 10 minutes) to receive trade data. If data is received the case state is changed to PENDING and the case is automatically sent for allocation. Once a manager has allocated the task to a team the case is set to the state REVIEW and a review task is created. Note: If trade data is not received after the configurable duration the case is automatically sent for allocation even though trade data is missing and users would have to manually enter trade data. Once a user completed the review task the case is set to the state COMPLETE.
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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.
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.
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