BPM for FS

MY book – oracle bpm for financial services


Overview :

  • Learn something new in an Instant! A short, fast, focused guide delivering immediate results
  • Simplifies complex business problems for financial services
  • Optimize, enhance, and modify your business processes
  • Includes enterprise architecture best practices
  • Highlights various roles of Business Process Management

In Detail Oracle Business Process Management helps in process automation and improvement with a very high level of flexibility for all the process participants from the process planning team to the end users. It also makes it possible to have corporate employees and customers collaborating towards common goals. Instant Oracle BPM for Financial Services How-to covers many concepts that can be easily reused across industries such as core banking, healthcare, travel, self service automation, e-governance, and so on. It highlights various roles of Business Process Management such as Business Process Modeling, Process Developer, Process Owner, and Process Participant along with the way they work together in a financial services environment. Instant Oracle BPM for Financial Services How-to is your guide to implementing Oracle Business Process Management whilst working in the Financial Services industry.Starting through the discovering of implementation and Business challenges for financial services we will move on to Modeling, Implementation, Process work-flow’s, deployment and testing. Moving on to cover advanced topics such as Process administering, changing business processes using process analysts, business reporting, participants and notifications and finally collaboration. You will learn to setup, maintain and alter your Business Process Management aimed specifically for the Financial services industry.

Approach Filled with practical, step-by-step instructions and clear explanations for the most important and useful tasks. This book is a practical Packt How-to guide that is designed to provide targeted information for experienced BPM professionals in the financial sector.
Who this Book is for This book will be ideal as a pocket guide for people working with BPM for financial services. It is a short reference for financial analysts, business process owners, process participants, business process developers, and SOA and BPM architects and developers
SOURCE CODE DOWNLOAD LINK ( Also includes all the screen shots taken during during the development of James Bank Application Discussed in the Book  ) https://www.dropbox.com/s/3et7ye207x2uuhv/BPMforFS-Sourcecode.zip

Table of Contents

Preface Enterprise Organizations are increasingly adopting Oracle Business Process Management (BPM) to increase their organizational efficiency and excellence. As per industry analyst reports such as those from Gartner and Forrester, BPM has been at the top of the senior management focus list for the last four to five years, and BPM spending has been at a multi-billion dollar level. BPM’s ability to streamline the business process and integrate with business partners has been a key focus area both from an IT and business point of view. BPM’s out-of-the-box capabilities with respect to human workflow, notifications, simulations, integration with various applications through adapters and document management systems had been a key factor both from a Solution Architecture and Development view of a Business process. BPM is built on Oracle’s SOA (Service Oriented Architecture) Suite infrastructure. BPM Suite 11g provides enhanced support for application integration services, Business events, Web 2.0, E2.0, and high scalability. BPM has sufficient easy-to-use features to make it also suitable for small to complex enterprise projects. This book covers various aspects of BPM from a financial services point of view, and looks at how BPM can help in various organizational roles such as Process Administrator, Process Analyst, Process Owner, and Process Participants. Each of the recipes cover a how-to-do activity. We start with setting up the development environment to integrate with a business partner and end at a complete enterprise portal, which helps in achieving an organization’s goals and customer satisfaction.

What the Book Covers

Setting up the development environment (Simple), discusses some of the key challenges faced in the financial services industry such as banks, mortgage firms, insurance companies, stock brokerage firms, and so on. We will also be setting hands on a development environment and configuring Oracle BPM, Webcenter Portal, and Webcenter Content to work together.

Modeling a home loan business process (Medium), is seen more from a process analyst perspective that comprises of modeling the business process, setting up business rules to determine Platinum/Gold or non-eligible customers for a home loan. These business rules are editable by the process analyst at later point in time as and when business requirements change.

Implementing a home loan business process (Advanced), shows how a process developer would implement some of the core logic to calculate the EMI amount for the loan requested amount for a given period of time at a rate of interest decided by the business analyst. There are different EMI options—fixed and variable EMI—that customers can choose from. The auto- generated IDs can be used across the loan application process up to loan fulfillment.

Deploying and testing a process workflow (Advanced), takes a closer look at the home loan process. It covers workflow approvals from one stage to another based on the organization’s hierarchy. We will also discuss some of the core BPMN modeling techniques and service re- usability across the process, some of the best practices, deployment and process testing.

Administering process (Advanced), discusses process escalation, setting process deadlines, document management capabilities, process simulation, and cost and time analysis that helps the process owner take some of the key business decisions in an overall business process.

Changing a business process by the process analyst (Advanced), covers process change management, and the process audit trail in detail, it also demonstrates using process composer to edit and change the business rules and the process flow as per the changes in the business requirement.

Creating business reports for process owners (Medium), covers some of the key real-time reporting requirements of the business process owners. This recipe covers the business activity monitoring application to track the real-time process data in BAM dashboard and help the process owner in making some of the key decisions with respect to the business.

Participating in a business process (Medium), discusses re-usable services and sub processes. It also covers how the processes can get back to the customer, asking for more information related to regulatory requirements, which then gets verified before the process moves to next level in the approval chain.

Integrating with Business Partners (Advanced), discusses re-usable services and sub processes. It also covers how the processes can get back to the customer asking for more information related to regulatory requirements, which gets verified and the process moves to next level in the approval chain. We will also be taking a closer look at Oracle Service Bus integration with BPM and access partner services.

Collaborating with Customers and End Users (Simple), shows how customers and process participants collaborate in a portal environment on web and mobile devices. It covers the bigger picture of enterprise, which comprises not only business process but also various decision-making reports and context-based documents related to the business. 

About the Author

B. M. Madhusudhan Rao,  ( please visit my linkedIn page )
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Configuring Email Notification – Apache James on Linux

Apache James is a Mail Server that is used to send emails from Linux , the scope of this section would be to send emails from BPM routed through Apache James Download Apache James Server Binary (james-2.3.2) from http://james.apache.org/ and unzip the file to following directory /home/your-system-name/Oracle/ Start SOA BPM Server. check if sendmail is already running if yes , we need to kill the process or else we will not be able to start james , please do not get confused my system name is also james 🙂

[[email protected] fmw]# netstat -pant
Active Internet connections (servers and established)
Proto Recv-Q Send-Q Local Address           Foreign Address         State       PID/Program name    
tcp        0      0 *               LISTEN      1250/cupsd          
tcp        0      0  *               LISTEN      994/sendmail: accep 
[[email protected] fmw]# kill 994

Starting Apache James on Linux

[[email protected] bin]# ./run.sh
Using PHOENIX_HOME:   /home/james/Oracle/james-2.3.2
Using PHOENIX_TMPDIR: /home/james/Oracle/james-2.3.2/temp
Using JAVA_HOME:      /home/james/Oracle/jdk1.6.0_30/
Running Phoenix:
Phoenix 4.2
James Mail Server 2.3.2
Remote Manager Service started plain:4555
POP3 Service started plain:110
SMTP Service started plain:25
NNTP Service started plain:119
FetchMail Disabled
Adding users to James Mail Server and Configure Domain
[[email protected] james-2.3.2]$ telnet localhost 4555
Connected to localhost.
Escape character is '^]'.
JAMES Remote Administration Tool 2.3.2
Please enter your login and password
Login id:
root ( remember this is NOT your system root password )
Welcome root. HELP for a list of commands
adduser jcooper welcome1
User jcooper added
adduser jstein welcome1
User jstein added
adduser cdoyle welcome1
User cdoyle added
adduser wfaulk welcome1
User wfaulk added
adduser jlondon welcome1
User jlondon added
Existing accounts 5
user: jstein
user: jlondon
user: wfaulk
user: jcooper
user: cdoyle
Connection closed by foreign host.

We will be using jamesbank.com as our domain name so this needs to be configured.

[[email protected] SAR-INF]# pwd
[[email protected] SAR-INF]# sudo gedit config.xml

Once config.xml is opened in the edit more add the following lines marked in bold

<servernames autodetect="true" autodetectIP="true">

Add Entry to Host file

[[email protected] SAR-INF]# sudo gedit /etc/hosts       localhost    james    jamesbank.com

Now we are pretty much done on Linux side to make james working

Configuring Enterprise Manager to Send EMails

Its assumed that you have already seeded Jcooper, Jstein , JLondon, Wfaulk, CDoyle and other users to the soa bpm user list if not have a quick look at this article. login to EM (http://localhost:7001/em/) as weblogic ,

Select User Messaging Services -> User Messaging Email Driver , Map the following

Sender Address = [email protected]
Default Sender Address = [email protected]
Mail Access Protocol = POP3
Receive Folder = INBOX
Outgoing Mail Server = jamesbank.com
Outgoing Default Mail address = [email protected]
Outgoing password = welcome1 (use clear text)
Outgoing Mail Server port = 110
Incoming Mail Ids = [email protected]
Incoming User Id = jcooper
Incoming password = welcome1 (use clear text)

then click on Apply ,

Note you can replace jcooper and wfaulk with any generic name such as BpelAdmin or SoaAdmin or Notification Services @jamesbank.com as you wish Select farm_fmw_domain -> SOA -> soa_infra -> SOA Administration -> Workflow Config -> Workflow Notification properties , set from, reply to and actionable address

Screenshot from 2013-01-27 12:05:34

Install and configure thunderbird for [email protected]
[[email protected] SAR-INF]# yum install thunderbird

this will install thunderbird , launch the mail client and add account

Account Name = [email protected]
Email Address = [email protected]
Your Name = jcooper
Server Name = jamesbank.com
Port = 110
user name = jcooper
connection security = none
Authentication Method = Password transmitted insecurely
Outgoing server = SMTP
Server Name = jamesbank.com
Port = 25
username = jcooper
password = welcome1

Screenshot from 2013-01-27 12:11:41

Wiring Notification a BPM Process

To test email let us create a simple Synchronous BPM process, Drag and Drop Notification between start and end , deploy the application and test it.

Screenshot from 2013-01-27 12:17:08

Now once the process is completed we should be able to see the test mail, Note it is recommended that you have a generic process that can take input parameters as TO Email Id, From Email Id, Subject and Body , then this can re-used across many different processes

Screenshot from 2013-01-27 12:20:09

to Stop Apache James

[[email protected] bin]# ./phoenix.sh stop
Using PHOENIX_HOME:   /home/james/Oracle/james-2.3.2
Using PHOENIX_TMPDIR: /home/james/Oracle/james-2.3.2/temp
Using JAVA_HOME:      /home/james/Oracle/jdk1.6.0_30/
Shutting down Phoenix:
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