460 Pages 261 B/W Illustrations
    by Auerbach Publications

    Organizations increasingly need to deal with unstructured processes that traditional business process management (BPM) suites are not designed to deal with. High-risk, yet high-value, loan origination or credit approvals, police investigations, and healthcare patient treatment are just a few examples of areas where a level of uncertainty makes outcome and execution of work flow non-deterministic.

    Case management is a way to govern and control these unstructured processes and non-deterministic outcomes. Oracle recently completed its BPM technology stack with broad case management functionality and is now able to deliver case management capabilities in a variety of flavors that combine packaged applications and middleware technology.

    Oracle Case Management Solutions is the first book to translate case management from a business problem perspective into appropriate Oracle product usage. Covering the key Oracle technologies that support case management solution components, it explains how to conceptualize and implement quality case management solutions with these products.

    The team of authors consists of leading industry consultants engaged in providing case management solutions as well as veteran software product management professionals dealing with tools for building case management applications. The authors share insights gained through their extensive case management experience in terms of its use in solving real-world business problems and in applying technologies to create efficient fit-for-purpose computer applications that embody modern computing trends.

    Detailing a proven solution architecture and reliable roadmap for case management implementation and adoption, the book includes tutorials with step-by-step instructions on building case management solutions using Oracle Siebel and Oracle BPM suites.

    SECTION I: CASE MANAGEMENT

    Basics of Case Management

    Unexpected Surprises (or Shocks)
    Handling of Credit Card Rewards Disputes
    Case Management: Basics
    Creating Case Management Solutions
    ACM and Business Agility
    Summary

    Adaptive Case Management (ACM)-Related Topics
    Adaptive Systems and ACM
    Dynamic, Production and Adaptive Case Management (DCM, PCM, and ACM)
    Process Management and Case Management: Friends or Foes?
    Adoption of Case Management: Capability Maturity Considerations
    Making the Business Case for Case Management
    Summary

    SECTION II: CASE MANAGEMENT SOLUTION FRAMEWORK

    Case Management Functional Design
    Introduction
    Principles for the Solution Design Components
    Design Components
    Design Template
    Conclusion

    Case Management Classifications
    Introduction
    Forrester Case Management Classifications
    Common Principles for the Classifications
    Service Request Classification
    Incident Management Case Classification
    Investigative Case Classification
    Conclusion

    Determine Solution Mapping
    Introduction
    Techniques Used to Determine the Impact of Functionality onto the IT Landscape
    Perform a Functional Decomposition Using CORA Application Layers
    Determine Required Technology Capabilities
    Decide What Technologies to Use
    Conclusion

    Concluding Remarks: How to Use the Case Management Solution Framework

    Section III: ORACLE TECHNOLOGY

    Oracle BPM/ACM
    Introduction
    Oracle BPM/ACM/SOA Suite Overview
    Oracle BPM/ACM Usage Characteristics
    Case Management Lifecycle Functionality with Oracle BPM/ACM
    Case Management Interaction Functionality with Oracle SOA Suite
    Case Management Information Functionality with Oracle BPM/ACM/ SOA Suite
    Cross-Functional Case Management Capabilities
    Conclusion

    Siebel
    Introduction
    Oracle Siebel Overview
    Oracle Siebel Usage Characteristics
    Case Management Information Functionality with Oracle Siebel
    Case Management Life Cycle Functionality with Oracle Siebel
    Case Management Interaction Functionality with Oracle Siebel
    Cross-Functional Case Management Capabilities
    Conclusion

    Oracle Service Cloud
    Introduction
    Oracle Service Cloud Overview
    Oracle Service Cloud Usage Characteristics
    Case Management Interaction Functionality with Oracle Service Cloud
    Case Management Information Functionality with the Oracle Service Cloud
    Case Management Life Cycle Functionality with Oracle Service Cloud
    Cross-Functional Case Management Capabilities
    Conclusion

    Intelligence in Relation to the Case Execution
    Introduction
    Case Intelligence Design
    Oracle Intelligence Products
    Summary

    Concluding Remarks

    SECTION IV: CASE MANAGEMENT EXAMPLES

    Mortgage Request Handling
    Introduction
    Reading Guide
    Mortgage Request and Business Challenges
    Deriving a Solution Based upon the Case Management Solution Framework
    Conclusion

    Citizen Services in the Public Sector
    Introduction
    Reading Guide
    Welfare Request and Business Challenges
    Deriving a Solution Based upon the Case Management Solution Framework

    From Crime to Court
    Introduction
    Reading Guide
    Police Investigation and Business Challenges
    Solution Design Aspects
    Conclusion

    End-to-End Insurance Claim Management
    Introduction
    Reading Guide
    Insurance Claims and Challenges
    Deriving a Solution Based upon the Case Management Solution Framework
    Conclusion

    Case Management Examples: Concluding Remarks

    SECTION V: TUTORIAL

    Oracle BPM/ACM Tutorial
    Introduction
    Credit Card Charge Dispute: Use Case
    Installation and Tutorial Files
    Key Elements of Oracle Adaptive Case Management
    Implement the Case with Oracle ACM
    Deploy and Test
    Summary
    Appendix

    Siebel Tutorial
    Introduction
    Siebel Implementation Approach
    Using the Police Investigation Application
    Conclusion

    Concluding Remarks

    Appendix

    Index

    Biography

    Léon Smiers works as a Solution Architect for Capgemini, The Netherlands in the area of Oracle Technology and Architecture, where he is one of the leading Oracle specialists. He has done a lot of work and research in the field of integration and new technologies, like RFID, SOA, EDA, BPM, and case management, on which he wrote articles and presented at international conferences. Currently Léon is setting up Solution Architectures for large Oracle based projects and is the Oracle BPM Thought leader for Capgemini. Based on his close cooperation with Oracle development and product management, Léon was awarded the Oracle ACE title in 2010.

    Léon is co-inventor of the Common Reference Architecture mode or CORA model, which helps in getting control over the IT landscape in a Hybrid environment and delivers a predictable, repeatable, and risk-aware solution design (http://www.coramodel.com).

    Manas Deb is a senior director in the Fusion Middleware/SOA and BPM Suite product group at Oracle HQ. He he has been leading outbound product management globally and his current focus is on strategic customer engagements. Manas has worked in the software industry for over 20 years, most of which was spent in product development and management, and on architecting and leading many enterprise-level application development and business integration projects in a variety of industries. Manas attended post-graduate studies at the University of Texas at Austin. He has a PhD in Computer Science and Applied Mathematics, as well as an MBA.

    Prasen Palvankar is a director of Product Management at Oracle and currently leads product management of Case Management, Business Activity Monitoring, and Oracle Business Rules products in the Oracle BPM Suite product family. Prasen has more than 20 years of work experience in all aspects of software application development, including consulting, solution and enterprise architecture, business integration, process management, and advanced training development and delivery.

    Joop Koster is an experienced Oracle Solution Architect, CRM, and Front-Office Consultant. He has 15 years of IT Consulting experience and more than 10 years of management experience in the Printing Industry. He is familiar with Front-Office, Contact Center, Multi-Channel customer interaction, and CRM technologies. He has broad experience in marketing, sales, and services processes and technologies and has worked in both B2B and B2C environments.

    "This book is a must-read for people who want to learn more about the area of case management and how case management functionality is supported in various Oracle products, including the Oracle BPM Suite. It motivates with real-world examples and goes into details all the way to concrete implementation. The case management solution framework (CMSF) carved out in the book is technology agnostic and applicable in general. The case diagrams of the CMSF are modeled on case management model and notation (CMMN), which makes this book a good complement to the CMMN specification and, thus, is among the first books using CMMN.... we welcome this book as it nicely introduces the field of case management and then shows how the Oracle BPM Suite, with its comprehensive set of functionality from low-level service orchestration and mediation to business processes with BPMN 2.0 and case management components, can be used to implement adaptive case management solutions."
    —Vaishnavi Sashikanth, Vice President, Oracle Product Development
    —Ralf Mueller, Architect, Oracle BPM Suite

    "In my role in Oracle, where I am responsible for Fusion Middleware Partner Adoption in Europe, the Middle East, and Africa, I have the privilege to talk to industry experts as well as to Oracle product management and product development teams. It is wonderful to see that many of them contributed to this book."
    —Jürgen Kress, Fusion Middleware Partner Adoption EMEA

    "Adequate and practical guidance on solution design philosophy as well as solution architecture and the implementation of best practices are necessary for the realization of a quality solution. This book, the first of its kind, provides this guidance starting at high-level considerations through appropriate technology choices from Oracle’s big basket of products right up to solution design details, thus making the dream of creating business applications to manage structured and unstructured business activities an achievable one."
    —Geoffroy de Lamalle, CEO, eProseed