Guided Business Process Design Time Architecture

Working with Guided Business Processes 24-11 These processes rely on several interrelated services and procedures, as illustrated in Figure 24–5 . Figure 24–5 Interwoven Loan Processing Services and Procedures ■ Origination: The process of acquiring customer data and related data, making decisions based on processing the data and requesting data from third-party services. ■ Third-party services: These are used to retrieve data on the customer and the item to be purchased with the loan. ■ Secondary processes: These are processes that execute while the main process runs. This example focuses on pricing for various mortgage products. ■ Servicing: Following origination, loans are either booked on the bank or sold on the secondary market, for example at other banks or by other loan vendors. Although these processes appear simple, completing them involves many business challenges. Increasingly, the interactions between real human actors in software must be coordinated. Humans are key participants in almost every software system, especially in collaborative processes and composite applications. Some common challenges are presented when involving humans interaction with structured workflow systems. Deciding whether to grant a loan might entail working through a large set of rules based on the customers credit history, income and other factors. These factors must be coordinated with several business process determined by the bank. Underwriters are alerted to approve or reject an applicant, depending on several factors, including the applicants personal details and external data requests from third-party services. A mortgage application Guided Business Process might include several milestones. The following Guided Business Process outline illustrates a mortgage application procedure. Milestone 1: Loan Application A potential customer registers on the loan provider Web site and applies for the loan through a series of guided tasks. 1. Registration: The applicant registers on the bank’s Web site. 24-12 Modeling and Implementation Guide for Oracle Business Process Management 2. Product selection: The applicant selects a loan based on the type of product required and the products available regionally. 3. Application: The applicant enters the personal details required to apply for a loan. Milestone 2: Application Processing Once the loan application process has completed, the loan is processed and reviewed for approval. 1. Information retrieval: Various services are used to access information regarding the loan and the applicant’s finances and personal details. 2. Review: An underwriter must manually review the loan application. 3. Approval: Based on the data reviewed, the approver must approve or reject the loan. Milestone 3: Closing Once the loan has been approved it is ready for closing. The milestone includes the following tasks: 1. Closing appointment: The title company or closing attorney sets an appointment with the customer. 2. Closing documents: The loan closer gives the loan documents to the closing agent and provides to the customer any required documents, and as the final closing

24.3 Standards and Guidelines for Working with Guided Business Processes

The following standards and guidelines apply to Guided Business Processes: ■ Guided Business Processes must be deployed to a standalone Oracle WebLogic Server.

24.4 The Typical Flow of Developing a Guided Business Process

The following describes the main workflow of developing a Guided Business Process: 1. Develop the Guided Business Process: a. Develop a BPMN process and configure it as a Guided Business Process. b. Configure Milestones and associated tasks. c. Develop a task flow. d. Deploy, instantiate, and test the Guided Business Process. 2. Develop a Guided Business Process front end for use at run time. To develop a front end, you can: ■ Develop a client application with Oracle ADF UI or Oracle WebCenter UI. ■ Use Oracle Worklist application as a client application. ■ Develop a custom UI with Guided Business Process run-time services. 3. Deploy the Guided Business Process client application. 4. Monitor Guided Business Process instances using the Oracle Enterprise Manager Application Server Control console.