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The “Banking” deposit systemWeb 2.0 / cloud
Using(Adaptive) case management
Workflow / business process modelingGoogle DOCS
UI demo & configuration
A major update will become available in May 2014, we’ll create a new presentation:Harmony in Cloud Banking - introducing the Google Platform
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For processes which:• are unpredictable in their execution,• are driven by unknown events,• need actions with unforeseen consequences,• require the ad-hoc inclusion of new actors,• Have manual involvement for decisions not in
rules and flows,• have unknown inbound and outbound content.
Why adaptive case management (ACM)
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IT requirements / features• must enable business users to add rules at any
time,• Support multiple versions of cases
– Old versions with the original rules & processes– Old versions with new versions of rules & processes
• need secure, auditable social interactions of actors,
• must assign actor authority based on ‘need-to-know,’
• require complete transparency and auditabilty
Adaptive case management
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The banking case
• Customers that want to deposit money– Existing customers -> select a product– New customers must be added (account details)
• The Bank has rules for approving contracts– Minimum amounts and contract duration– Maximum contract duration– When deposit amount > exceeds banks maximum the bank manager
must approve• Customer must accept the contract
– Email notification / online access • Case data is shared with customer
– “case” access is granted • Management information needs
– Show all new contracts [in a Pivot table]
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Google DOCS configuration contains
• The business process (using rules)– All interactions: workflows and presentation flows
• User Interface (UI) + web parts for– “Decision support”: displays & next steps– “History”: displaying all prior actions
• Data– Customer & contract files (updatable)– Products reference/master
• Shared via Google DOCS– All customer & contract changes replicated in spreadsheets
• Authorization – multi level:– Groups, users, events, case data
• E-mail support– templates
• Case output– Data is “put” on ESB – for processing back-office
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The “deposit account” process
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Start the app: authorization
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1. User logs on with LinkedIN: access limited to customer groupand “identify customer” process
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21. User logs in with Yahoo account:
Admin rights …. Sees all groups, all events
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Identify customer (implementation A)
• By adding the customer key to the dialog we have mulitple options:1. Enter first and last name and Harmony auto fills [all fields]2. Enter Customer key and Harmony shows list 3. Select a customer [key] and Harmony auto fills
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Select a [deposit] product
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• If amount is too low:A message is displayed &case will be closed (both are “rules”)
• When amount is ok .. Next process step is contract length
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When length and date are entered:1. End value is calculated2. Customer needs to confirm contract(Can be online or via email)
Enter contract length
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Customer confirms contract
1. Email is sent …2. Recipient (customer) activates link3. Dialog is displayed
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Contract confirmed = yes
1. User logs on with Facebook: limited access to groups and processes
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Data replication in Google DOCS
1. Contract for the customer is created2. Harmony “syncs” data with spreadsheet3. (key is created using CONCATENATE function in
expression
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Case data
1. Harmony collects and time stamps all data and records all user access to the case
2. (developers tip)with one command the data is output to an ESB
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CHANGING THE RULESWe add the country to the application
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1. This version of the case doesn’t have country … we cancel this event (process)
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No country
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1. Version doesn’t contain country2. We add country name to the dialog (and datasheet (REF_Country)
containing all countries)(we upload the configuration – within 1 minute the application is ready)
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Adding country
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1. Version 1 (the version that doesn’t contain country ) was canceled .2. Country name support has been added and all country data uploaded
(the configuration was uploaded – the application being ready in 1-minute)
3. We select the same case: country is added. Country list present.
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Create your own “BI“ / pivot table
1. The transactions added to Contract file are immediately reflected in the Pivot Table contained in the workbook.
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HARMONY CONFIGURATION How do we “create” such a application?
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1. Create the dialogs (process steps)
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2. Define rules1
2
Rules control the sequence (well that’s one part they “do”)1. When Harmony detects a customer’s Social Security Number :
1. it prompts for the dialog “select deposit”2. It sets the create account to “No”
2. Dialog “account details” are displayed when create account = “Yes”3. Only when a deposit [product] has been selected will the dialog “contract
length” be displayed
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3. Create a Product reference file + DT
It’s smart to link Reference files with Decision Tables 1. Product contains the “base” data; product liability is input for the DT2. The DT generates a percentage point [value] for any present
combination of liability and contract duration
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4. Add expression(s)
Familiar use of spreadsheet style expressionsno learning curve
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[e-mail] template
Harmony has built-in templates
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5. Authorize users
1. Create groups2. Create users, assign to groups & specify “access” 3. Specify which event (process) can be started by a group
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6. Save transactions / updates
1. The banking application contains:1. Contract file 2. Customer file
2. Harmony automatically adds unique records to file3. Attributes are filled when data becomes available
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WORK TOGETHERCollaboration improves productivity, lowers costs
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Online collaboration: share ‘n’ chat
The advantage of having all configuration data in Google DOCS spreadsheets
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AUTOMATED TESTINGTesting the application
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All test stories & test cases are stored in Google DOCS
Tests run automatically, results in minutes.
The tests compareexpectations [what should the result be] with outcomes [what is the result ]
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Configuration overview Banking
Part Number of rows Data (rows)
Rules 25 -
Dialogs (process steps) 40 (55)
Files 4 (6) 1000
MDT none (1)
DT 1 (2) 3
Expressions 3 (6)
Templates 3 (5)
Groups 3 (4)
Development time (hours) < 12 (+ 6)
(in brackets) is the estimate for a fully developed version
MDT = multi-dimensional decision table.
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For more information
• Visit– www.liquidsequence.com
• Contact us– http://www.liquidsequence.com/contact.html
• The “deposit” configuration (“source code”)• https://docs.google.com/spreadsheet/pub?key=0Agz0QZsEoj
64dExUcUx2ZjRXMk9oN0djdmFpM0Z5MHc&output=html
• The banking lending application (the ultimate, decision table, implementation):• http://
liquidsequence.com/DecisionModelingNotation-Lending-Example.html