This invention involves the management of processes and their related data. Specifically, the invention involves generating a user interface using lifecycle and user role information to control the implementation of processes and their related data.
The specification and deployment of business processes and operations is crucial to the successful management of medium or large-scale enterprises. Business Entities provide a basis for specifying business operations that combines data and process at a fundamental level.
Business Entities are business-relevant dynamic conceptual objects that are created, evolved, and (typically) archived as they pass through the operations of an enterprise. A Business Entity includes both an information model for data about the business objects during their lifetime and a lifecycle model, which may describe the possible ways and timings that tasks can be invoked and performed on these objects. An example of a Business Entity type is Courier Shipment, whose information model would include attributes for package ID, sender, recipient, shipping method, arrival times, delivery time, and billing information. The lifecycle model would include the multiple ways that the package could be delivered and paid for, and would be used in tracking each instance of the Courier Shipment Business Entity type. Other examples of Business Entities are a Claim in an Insurance Claims process, going through the states of Filed, Approved, Fulfilled, and so on; Trouble Ticket for a Services Delivery process, going through the lifecycle states of Opened, Assigned, Rejected; financial Deal in a loan-giving organization, going through the lifecycle states of Draft, Offered, Signed, Active, and so on.
Business Entities define a useful way to understand and track business operations, such as the locations that the package has passed through and its arrival times, and the distribution of timings (for example, how many two-day air shipments took longer than two days in the last week) and ways of handling (for example, what percentage of cash-on-delivery shipments required more than one delivery attempt), which are useful for monitoring, dashboards, and more broadly, business intelligence. More generally, Business Entity types can provide a unifying basis for understanding many aspects around the operations of an enterprise, including requirements gathering, business rules, compliance, and process user interactions.
An example embodiment of the present invention is a method for managing a process with one or more associated data objects. The method may include a generating step for automatically generating, by a computer processor, a user interface configured to allow access and manipulation of each data object based on at least a lifecycle state of the data object and a user role. Each data object may be from the one or more associated data objects. In the example method, the lifecycle state may be one of a set of states to and from which the lifecycle state can transition.
Another example embodiment of the present invention is a system for managing a process with one or more associated data objects. The example system may include a user interface generating module configured to generate a user interface that allows access and manipulation of each data object from the one or more associated data objects. The access and manipulation may be based on at least a lifecycle state of the data object and a user role. The lifecycle state may be one of a set of states to and from which the lifecycle state can transition. The system may also include a computer processor configured to automatically generate the user interface.
Yet another example embodiment of the invention is a computer program product for managing a process with one or more associated data objects. The computer program product may include a computer readable storage medium having computer readable program code embodied therewith. The computer readable program code may be configured to automatically generate, by a computer processor, a user interface configured to allow access and manipulation of each data object from the one or more associated data objects. The access and manipulation may be based on at least a lifecycle state of the data object and a user role. The lifecycle state may be one of a set of states to and from which the lifecycle state can transition.
The subject matter which is regarded as the invention is particularly pointed out and distinctly claimed in the claims at the conclusion of the specification. The foregoing and other objects, features, and advantages of the invention are apparent from the following detailed description taken in conjunction with the accompanying drawings in which:
The present invention is described with reference to embodiments of the invention. Throughout the description of the invention reference is made to
As discussed in detail below, embodiments of the present invention include a method, system, and computer program product to generate a user interface for managing a process with its associated a data objects by utilizing a lifecycle state of a data object and the user role of the user attempting to access the data.
An example method 102 may also include an interface element step 106 for providing an interface element for executing a predetermined task on at least one data object selected from the one or more associated data objects. An example interface element may be a button as shown below in
To facilitate the method 102 for managing a process with one or more associated data objects, the idea of Business Entities (“BE”) may be introduced and expressed through a Business Entity Definition Language (“BEDL”). In general, when a Business Entity instance is first created, only a fraction of its attributes have values. As the BE instance moves through the enterprise, some attribute values are updated and others are populated. In some cases an attribute might be populated for some but not all of the BE instances of the type. For example, the attribute for Customer Interaction Info might remain un-initialized for shipments by senders who do not contact the shipper after dropping off the package.
In BEDL, the lifecycle model for Business Entities is specified as a finite state machine. In the lifecycle model for the Courier Shipment BE type of
Although not illustrated in
In BEDL, the lifecycle specification itself may not provide detail on the activities that might be performed while a Business Entity instance is in a given state, nor the activities that might be performed as part of transitioning a Business Entity instance from one state to another. A BEDL specification may typically be accompanied by a Web Service Business Process Execution Language or other specification that focuses on the processing aspect of an overall Business Operation Model.
A Business Entity may contain a lifecycle, an optional reference to an information model, and an optional set of access policies and notifications. The following is a detailed explanation of the various tags that may comprise a Business Entity encoded in BEDL. The information tag 302, may contain a reference to an informational model, potentially encoded in an XML schema. The schema may have attributes and other child elements with the Business Entity type at the root. Those of ordinary skill in the art will recognize a variety of means for storing information in an XML schema.
In the primaryKey tag 304, one or more attributes in the information model can be assigned to the primaryKey list for the BE. Together this attribute or set of attributes may form a unique key for the BE type.
In the lifecycle tag 306, the lifecycle may be represented by a set of states and transition elements. The states may include a flat list of state names with one designated as the initial state. When a BE instance is created, it may transition from the designated initial state into one of the states reachable in one step from the initial state. A transition may have a name, an optional fromState and a toState. If the fromState is unspecified, this indicates that a transition to the toState is allowable from any state. Note that this is purely a convenience feature. However, if there exists a transition for fromState to toState, in addition to a transition element with just the toState, the former may override the latter for all processing purposes.
In the access polices tag 308, an access policy may be specified for a set of roles and states. It may contain a set of access entries. An access entry may be a grouping of dataOperations, attributes or transitions, and conditions. The dataOperations may be one of five types: create, read, update, delete and execute. In the case of execute, the target may be a transition that means that this set of transitions is allowed by these roles if the set of conditions are met. Following is an example of an execute access policy. In this example, shown in
In the events tag 310, notifications may be used to indicate the intent of Business Entities to broadcast to interested parties, a state or data change. Each notification entry may specify a transition or data operation. In case of a data operation, the corresponding data attribute can also be optionally specified. In the example shown in
These Business Entities encoded in BEDL may be managed through a set of processes using a Business Process execution language (“BPEL”), which may be extended to incorporate a computer markup language such as BEDL. One type of BPEL is called Web Service Business Process Execution Language (“WS-BPEL”). One example of using WS-BPEL and extending it to incorporate a computer markup language is through the use of BPEL4data. BPEL4data may extend WS-BPEL to incorporate Business Entities encoded in BEDL. BPEL4Data is a declarative extension to WS-BPEL that has been developed so that WS-BPEL processes can work easily with BE definitions expressed in BEDL. BPEL4Data may contain the extensions to WS-BPEL to formally consume BEDL elements. Specifically, it may provide a declarative syntax for annotating a WS-BPEL activity to either specify a BE state change or to indicate BE content manipulation. Those of ordinary skill in the art will recognize that similar techniques may be applied to a variety of BPEL languages incorporating a computer markup language with the functionality described above.
In the generating step 104 of the example method 102 of
The CRUD restrictions may focus on what roles have authority to modify attribute values. These restrictions may be keyed not only by attribute and role, but also by the state that a BE instance is in. You can see this in
Similar to the CRUD policies, the Execution policies may involve two components. First, an Execution policy may specify which transitions can be invoked by a given role. Second, similar to a CRUD policy, an Execution policy may include a guard, or condition, that must be satisfied in order to transition from one state to another. For example, it may be specified that a Courier Shipment instance cannot move to the Ready state unless the Sender Info and Recipient Info are populated.
The user interface of method 102 may include one or more data fields displaying data pertaining to at least one data object selected from the one or more data objects. The data may be editable depending on at least the lifecycle state of the data object and the user role. In the automatic generation of the user interface, the computer processor may follow an algorithm that determines from the process model the Business Entities and user role involved in a task.
A basic example algorithm for automatically generating a user interface based on Business Entities is as follows. For all human tasks, if the input of the task is connected to at least one Business Entity store, then generate “List Page(s)” to allow the user to select Business Entities from each Business Entity store. In addition (or in the alternative), generate “Search Page(s)” to allow users to search for Business Entity instances. Both of the above pages may be filtered by the state tag to the BE store by default.
Next, generate the classic human task user interface page(s). During this process, data fields may be generated as editable or not based on a set of access policies of the Business Entities. Also, add a button to save ad hoc updates. The button may generate errors based on access policy enforcement. If the task changes the Business Entity state, add alerts to show data inconsistency failures and page(s) to allow for fixing. Also, add alerts to show lifecycle validation exceptions. Optionally, add pages for compensation task execution. Those of ordinary skill in the art will recognize that a variety of ways in various computer languages to accomplish this algorithm. In
In example method 102, each data object from the one or more associated data objects may also have a set of attributes. The set of attributes may include the lifecycle state. Each data object, which may be organized as a Business Entity, may include different attributes depending on the nature and use of the Business Entity. As shown in
In example method 102, the user interface may be based on a process model in graphical notation.
A full human task execution process to be managed through a user interface may include three phases: the preparation phase, execution phase, and completion phase. An example implementation may begin by posting a task to the task list of a user. Then, the user claims a task, and the user role is automatically ascertained. This step may lead to a preparation phase with a new dialogue or user interface. If the claimed task is associated with a store of Business Entities, the user interface may show a list of Business Entities and their lifecycle states. There may be a separate list for each type of Business Entity. In addition, the user interface may allow the user to search for Business Entities pre-filtered by state. While on the user interface, the user may select one or more Business Entities from the list. Task variables may be instantiated from the selected Business Entity data.
Next, a new user interface may be generated for the execution phase. In this phase, the user may perform task logic through forms rendering task variables. In the generation of the user interface, data fields may be rendered editable (or not) based on access policy. The user interface may also allow the user to update and save data (ad hoc repetitions may be allowed). The Business Entity stores may be kept in synch with updates.
Upon task completion, the user interface may enter a completion phase. During this phase, the user may be prompted to confirm task completion. If the task changed the state of the BE, the user interface may check to see if the state change is allowed based on the lifecycle. If the state change is not allowable, the user is alerted and asked to take remedial actions (e.g., compensation). Optionally, the compensation may be executed and the user interface returns to the completion phase. Additionally, after the change of state of the BE, the user interface may check for data inconsistencies (execute rules or guard conditions). Inconsistencies may be produced, for example, if another user changed the Business Entity during the time after the first user selected the Business Entity. If there are inconsistencies, the user is alerted of the inconsistencies and asked to fix them. For these changes, control may return to an execution phase user interface until fixed. Finally, the Business Entity may undergo a state change, and control may be returned to the process engine. Those of ordinary skill in the art will recognize that these phases may be accomplished in a variety of ways including through multiple user interfaces or through multiple dialogues in one user interface.
The example system 1402 may also include an interface element 1420 for executing a predetermined task on at least one data object 1408 selected from the one or more associated data objects 1410. An interface element in one embodiment may be a clickable button. The interface element 1420 may be part of the user interface 1406. The user interface 1406 may also include one or more data fields 1422 displaying data pertaining to at least one data object 1408 selected from the one or more associated data objects 1410. The data may be editable depending on at least the lifecycle state 1412 of the data object 1408 and the user role 1414. Additionally, the user interface may be based on a process model in graphical notation.
The example system 1602 may also include a filtering module 1610 that provides a list 1608 of the one or more associated data objects 1408 filtered by at least one attribute from the set of attributes 1604. In one embodiment, the user may filter a list of data objects in different lifecycle states to a list of data objects with only one lifecycle state. Those of ordinary skill in the art will recognize a variety of ways for filtering the contents of a list. Though
As will be appreciated by one skilled in the art, aspects of the invention may be embodied as a system, method or computer program product. Accordingly, aspects of the invention may take the form of an entirely hardware embodiment, an entirely software embodiment (including firmware, resident software, micro-code, etc.) or an embodiment combining software and hardware aspects that may all generally be referred to herein as a “circuit,” “module” or “system.” Furthermore, aspects of the invention may take the form of a computer program product embodied in one or more computer readable medium(s) having computer readable program code embodied thereon.
Any combination of one or more computer readable medium(s) may be utilized. The computer readable medium may be a computer readable signal medium or a computer readable storage medium. A computer readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any suitable combination of the foregoing. More specific examples (a non-exhaustive list) of the computer readable storage medium would include the following: an electrical connection having one or more wires, a portable computer diskette, a hard disk, a random access memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or Flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing. In the context of this document, a computer readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device.
A computer readable signal medium may include a propagated data signal with computer readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated signal may take any of a variety of forms, including, but not limited to, electro-magnetic, magnetic, optical, or any suitable combination thereof. A computer readable signal medium may be any computer readable medium that is not a computer readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device.
Program code embodied on a computer readable medium may be transmitted using any appropriate medium, including but not limited to wireless, wireline, optical fiber cable, RF, etc., or any suitable combination of the foregoing.
Computer program code for carrying out operations for aspects of the present invention may be written in any combination of one or more programming languages, including an object oriented programming language such as Java, Smalltalk, C++ or the like and conventional procedural programming languages, such as the C programming language or similar programming languages. The program code may execute entirely on the user's computer, partly on the user's computer, as a stand-alone software package, partly on the user's computer and partly on a remote computer or entirely on the remote computer or server. In the latter scenario, the remote computer may be connected to the user's computer through any type of network, including a local area network (LAN) or a wide area network (WAN), or the connection may be made to an external computer (for example, through the Internet using an Internet Service Provider).
Aspects of the invention are described below with reference to flowchart illustrations and/or block diagrams of methods, apparatus (systems) and computer program products according to embodiments of the invention. It will be understood that each block of the flowchart illustrations and/or block diagrams, and combinations of blocks in the flowchart illustrations and/or block diagrams, can be implemented by computer program instructions. These computer program instructions may be provided to a processor of a general purpose computer, special purpose computer, or other programmable data processing apparatus to produce a machine, such that the instructions, which execute via the processor of the computer or other programmable data processing apparatus, create means for implementing the functions/acts specified in the flowchart and/or block diagram block or blocks.
These computer program instructions may also be stored in a computer readable medium that can direct a computer, other programmable data processing apparatus, or other devices to function in a particular manner, such that the instructions stored in the computer readable medium produce an article of manufacture including instructions which implement the function/act specified in the flowchart and/or block diagram block or blocks.
The computer program instructions may also be loaded onto a computer, other programmable data processing apparatus, or other devices to cause a series of operational steps to be performed on the computer, other programmable apparatus or other devices to produce a computer implemented process such that the instructions which execute on the computer or other programmable apparatus provide processes for implementing the functions/acts specified in the flowchart and/or block diagram block or blocks.
The flowchart and block diagrams in the Figures illustrate the architecture, functionality, and operation of possible implementations of systems, methods and computer program products according to various embodiments of the present invention. In this regard, each block in the flowchart or block diagrams may represent a module, segment, or portion of code, which comprises one or more executable instructions for implementing the specified logical function(s). It should also be noted that, in some alternative implementations, the functions noted in the block may occur out of the order noted in the figures. For example, two blocks shown in succession may, in fact, be executed substantially concurrently, or the blocks may sometimes be executed in the reverse order, depending upon the functionality involved. It will also be noted that each block of the block diagrams and/or flowchart illustration, and combinations of blocks in the block diagrams and/or flowchart illustration, can be implemented by special purpose hardware-based systems that perform the specified functions or acts, or combinations of special purpose hardware and computer instructions.
While the preferred embodiments to the invention have been described, it will be understood that those skilled in the art, both now and in the future, may make various improvements and enhancements that fall within the scope of the claims which follow. These claims should be construed to maintain the proper protection for the invention first described.