Software Integrating People Processes and Information with Web

Software Assembling The Components Java Application Sell additional services based on customer profile Human Task get Approved Human intervention Approved/on suspect applications to Denied prevent fraud Imported EIS System Call Credit Rating service from an existing application Business State Machine WS-BPEL Business Process Flexibly building business processes based on standards Business Rules If Approved then Send letter offering Enable rapidlygold changing customer If NOT Approved decision point Send letter offering Credit counseling service 2 SOA on your terms and our expertise Adapting to business events

Software People and Processes … 3 SOA on your terms and our expertise

Software Including People in Processes … § Desire to have human interaction as steps in the process § Need to have mechanism to inform people that they have work to perform § The ability to have humans initiate an arbitrary automated process § Creation of an ad-hoc piece of work for another human § Forward a piece of work to another human for input 4 SOA on your terms and our expertise

Software start notify create start notify 5 SOA on your terms and our expertise Purely Human Task Originating Task Participant Interface create Participating Task Web Service Interface Service Task Originator Interface return Task Originator Interface invoke Task Web Service Interface Human Task Manager – Human Tasks query claim complete invoke return Service

Software Human Task as a Service … § Human interaction identical to a Service § Process doesn’t know that it is working with a person or automated technology § Human task described by: ü Interface ü Data parameters § Human task can be replaced by alternative as needed 6 SOA on your terms and our expertise

Software Describing a Human Task - Human Task Editor … § General Properties ü Staff Plug-in Provider ü Follow-on and Sub Tasks, Priority ü Calendar § Permission settings ü Specify Verb and Parameters for Roles § Client Interface § Escalations and Notifications 7 SOA on your terms and our expertise

Software Authorizations … the ‘What’ and ‘Who’ … § Only suitably authorized people can work on specific Human Tasks § Two dimensions: ü What is the allowed ü Who should be allowed 8 SOA on your terms and our expertise

Software Roles for Tasks. . . The What. . . § Describes What a person is authorized to do Examples for actions for which users in this role are authorized Role Potential Owner Editor Reader Claim task View all task-related data Edit task output View all task-related data Perform task life-cycle operations, e. g. terminate, delete Admin Perform work item operations, e. g. create, delete, transfer View all task-related data 9 SOA on your terms and our expertise

Software Verbs for Roles … The Who … § Verbs define Who is eligible to perform a Role 10 Verb Parameter Values User name Users by User ID of User Group Members Group name Group Members without Named Users Group name, Named. Users Group Members without Filtered Users Group name, Filter Attribute, Filter Value Department Members Department name Role Members Role name Manager of Employee User name of employee (not Manager) Manager of Employee by user ID User ID of employee (not Manager) Person Search by person attribute Group Search by group attribute Native Query Search with a specific search string Everybody All authenticated users Nobody Only Administrators SOA on your terms and our expertise

Software Dynamic Staff Assignment … § Assignment of Staff can be Dynamic ü Controlled at runtime ü Can be based on relationship between Staff members ü Can be based on participation in preceding tasks 11 SOA on your terms and our expertise

Software Escalation Support … § § Escalation may be set on tasks for different states of the task Single or multiple chains of escalations can be defined Time and state of task are checked before escalation Used to create notifications for overdue tasks (if 2 days passed then Escalate) Escalation Team Leader (if 1 week passed then Escalate) Task Escalation First Line Manager (if 3 days passed then Escalate) Escalation Project Manager (if 1 week passed then Escalate) Escalation Second Line Manager (if 1 month passed then Escalate) Escalation Administrator 12 SOA on your terms and our expertise (Repeat)

Software People Getting Their Work … § Need mechanisms to get work to people … 13 SOA on your terms and our expertise

Software Customizable Web-Based Human Task Application Navigator Header Command Bar Paging 14 Sorting Filters Thresholds SOA on your terms and our expertise Attributes List

Software Java Server Faces Components. . . § Based on Java. Server Faces technology, which ü Is a Java Community Process Standard ü Is integrated in modern development tools § Reusable ü Rapid Development of client applications ü Examples for reuse: • BPC Observer • Web. Sphere Portal – Task Portlet support § Customizable ü Allowing simple but extensive customization 15 SOA on your terms and our expertise

Software Web. Sphere Portal. . § The Portal becomes the user interface for all user facing tasks. § To each user, the portal presents exactly the tasks at hand, and is also the integration point for all information and applications required to process those tasks. Task List Portlet. § Web. Sphere Portal displays alerts for users when tasks are pending. When a user clicks on the alert, the portal displays the user’s task list, which lets the user launch Task Pages. 16 SOA on your terms and our expertise Task Page

Software People Starting Business Processes … § Human Tasks can also describe the creation of new processes § Common user interface provides flexibility and power to access any component, including complex business processes 17 SOA on your terms and our expertise

Software People Interacting with other People § Human Tasks can forward, assign or create a new work item for another person through a common interface 18 SOA on your terms and our expertise

Software Ad-Hoc (Human to Human Task) Usage Scenario 19 SOA on your terms and our expertise

Software Ad-hoc Document Review Scenario Lets see how Gerhard, I need you to review this document. 20 SOA on your terms and our expertise Human Task Manager can help with that. . . Of course, boss.

Software Ad-hoc Document Review Scenario – Using Subtasks Assign Work OK, here is the document. e. T eat ask Cr 21 SOA on your terms and our expertise Human Task Manager

Software Get. Results Create Subtask As. C soigm np. W leto erk. W Cool, now I can just OK. Let's All-right, letssee combine the comments if they are schedule and complete the task. somedone workyet. for my colleagues ork Ad-hoc Document Review Scenario – Using Subtasks rk o erk. W o t e l W igmnp As. Cso Human Task Manager As. Csoigm np. W letoerk. W or k. W toer le W np igm sso AC k 22 SOA on your terms and our expertise

Software Ad-hoc Document Review Scenario – Using Subtasks Complete Work Everything done. Excellent! lts su t. Re Ge 23 SOA on your terms and our expertise Human Task Manager

Software Summary § Human Task Manager in Web. Sphere Process Server 6 ü Is one of two main components in Business Process Choreographer (BPC) • Builds upon the proven staff runtime introduced in BPC 5. 0 in 2003 • AND the functional capabilities known from Web. Sphere MQ Workflow • AND many new functions demanded by our customer base ü Provides first-class Human Workflow Support for BPEL Processes ü Provides rich staff support for Service Oriented Applications • Allows to “invoke” humans as services • Allows humans to invoke services ü Provides support for ad-hoc human collaborations 24 SOA on your terms and our expertise

Software Demo 25 SOA on your terms and our expertise

Software SOA Integration Framework - Task List Manager v 2. 0 Demo § Health services organization (IBM Web. Sphere Process Integration customer - in production) § Followed an SOA-driven methodology that involved modeling business processes and user interface mock-ups § Business processes coordinated staff activities and system activities that invoked existing business applications § Primary business applications were document handling and call center processing 26 SOA on your terms and our expertise

Software SOA Integration Framework - Task List Manager v 2. 0 Demo Following are the high-level requirements § Develop several executable business process models with several staff activities § Support 3000 -4000 users that will interact with these executable business processes § Support 200, 000 active process instances at any one time § Support starting/ending 7200 process instances a day § Support activating/completing 28, 800 staff activities a day § Use Web. Sphere Portal for all user interface interactions with staff ü A 3 second response time is required for all user interface interactions 27 SOA on your terms and our expertise

Software SOA Integration Framework - Task List Manager v 2. 0 Demo § Each staff user should see lists of work items assigned to them from business processes ü A Global Queue shows work items a user can potentially work on (claim). ü A Personal Queue shows work items a user has already claimed. § Each supervisor should see the same lists above and also see ü An Escalation Queue that shows work items that have been escalated and made visible to the supervisor due to any of the following reasons • Manual escalation performed by user – User can manually escalate to a pre-configured group of users or a specific user in the pre-configured group to escalate to. • The due date for a staff activity passes (timed out) before it is complete • The prior activity completed past its due date which may affect completing the new one in time (came in late). 28 SOA on your terms and our expertise

Software SOA Integration Framework - Task List Manager v 2. 0 Demo § Supervisors should be able to re-assign the work item to another user even if it is currently claimed. § Supervisor should be able to browse/query the user directory when assigning a work item. § The staff activity should not be completed or end until all timeouts, escalations, etc may have been processed and until the work is actually completed. If the work cannot be completed, then the whole process should terminate and be handled at a higher level. § An Escalation Queue shows work items that have been escalated and made visible to the supervisor due to any of the following reasons § Supervisors should be able to re-assign the work item to another user even if it is currently claimed. § Supervisor should be able to browse/query the user directory when assigning a work item. 29 SOA on your terms and our expertise

Software SOA Integration Framework - Task List Manager v 2. 0 Demo 30 § The staff activity should not be completed or end until all timeouts, escalations, etc may have been processed and until the work is actually completed. If the work cannot be completed, then the whole process should terminate and be handled at a higher level. § Due to the large workload requirement the lists must support: ü Viewing custom business data associated with the work item (for example, work item case number, due date, and priority). ü Sorting against any attribute displayed in the list ü Filtering/Searching against any attribute displayed in the list ü Editing the due dates and priorities of work items ü Clicking on a particular work item to go to a pre-configured portal page that has the business application(s) needed to complete that work item ü Passing the context of the work item to the other business applications so that they can display the relevant data immediately ü Provide a way to complete the work item from the other portal pages SOA on your terms and our expertise

Software Staff Supervisor Portal The staff supervisor will log onto the portal and see the global, personal, and escalation queues shown below. A supervisor has the ability to perform all functions in the Task List Manager. 31 SOA on your terms and our expertise

Software Staff Worker Portal A staff worker logs into the portal and only sees the global and personal queues. This access is configured via Portal security. Also, since the user is not considered in the supervisor group, these portlets also reduce the functionality a user is authorized to perform. Here is a typical view for standard worker user: 32 SOA on your terms and our expertise

Software Claim Details The magnifying glass allows the user to see the details of the work item which are all the custom data attributes specified in the configuration 33 SOA on your terms and our expertise

Software Filters Basic Global Queue Filter based on Task Name Advanced Global Queue Filter 34 SOA on your terms and our expertise

Software Escalation If a user cannot complete the work item on time, they manually escalate the work item to a group or a particular user. 35 SOA on your terms and our expertise

Software Assign / Re-assign Task The work items may be escalated to groups or users and the supervisors will see it in their escalated tasks list. A supervisor has the authority to assign or re-assign a non-completed task to any user. This is not limited to just the users that are potential owners, but any user in the user directory. The supervisor can use the assign icon (arrow pointing to a person) to assign the task to a user by searching the user directory 36 SOA on your terms and our expertise

Software Demo 37 SOA on your terms and our expertise

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