BPEL Workflow Oracle FLEXCUBE Universal Banking Release 11.3.0
Contents
1. Acquire Release After a task is assigned to a group you as a user can further process the task only if you acquire it Select the transaction and click Acquire button The task will then be moved from the group queue to your task list You can release the task that has already been acquired by clicking Release button Reassign A task can be re assigned only by a supervisor to any of his subordinates If you have the requisite rights you can select the transaction and click Reassign button in your task list This is done when a contract is transferred from the maker of the contract to another user for further operations Resume A task that has been suspended can be resumed when you click the Resume button in your task list You can then continue with the suspended task The system also gives you the option of carrying out the same action on many tasks simultaneously To do this you are required to select all the tasks that you want by checking the box at the beginning of each row The operations common to all the tasks are listed at the top of the Task Pane You can select the appropriate one The chosen action will be implemented for all the selected tasks For example after choosing the tasks that you require you can acquire all of them in bulk if the Acquire operation is allowed for all the tasks Navigating the Workflow Menu When you click the Workflow option in the Landing Page the fol2. chapters covered in this User Manual Chapter 2 BPEL An Overview provides a basic understanding of the workflow and its features Chapter 3 Operations explains the various actions that you can perform to suit your requirements of look and feel of the BPEL workflow 1 1 ORACLE 1 1 4 Conventions Used in this Manual Important information is preceded with the symbol 1 1 5 Related Documents e The Security Management System User Manual 1 1 6 Glossary of Icons This User Manual may refer to all or some of the following icons eons Function a oom e ppe pe ao ORACLE Refer the Procedures User Manual for further details about the icons 1 3 ORACLE 2 BPEL An Overview The Business Process Execution Language BPEL workflow layer allows you to define a workflow for handling different transactions The front end user interface of this layer allows you to capture details required for the transactions and sends them to Oracle FLEXCUBE for processing Each transaction in BPEL can be configured as a process At certain points in a process input from the user end is required The input could be in the form of data to initiate or enrich a transaction or to authorize an existing transaction To facilitate this human tasks are generated by the BPEL engine as and when required during the process These human tasks are associated with a Function ID When a user initiates a task the different user roles associate
3. or damage caused to the user by the direct or indirect use of this document and the accompanying Software System Furthermore Oracle Financial Services Software Limited reserves the right to alter modify or otherwise change in any manner the content hereof without obligation of Oracle Financial Services Software Limited to notify any person of such revision or changes All company and product names are trademarks of the respective companies with which they are associated 4 1 ORACLE
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5. BPEL Workflow Oracle FLEXCUBE Universal Banking Release 11 3 0 May 2011 Oracle Part Number E51535 01 ORACLE FINANCIAL SERVICES ORACLE BPEL Workflow Table of Contents kE TO VN I cscs cceec sees ccc E seausesccsescecetscessauessacecunces sean uouserealocesecsscsnivcatacscecseusnevects 1 1 1 1 INTRODUCTION eicon Te Ta EEE EA EENS 1 1 1 1 1 PAULO CC aA AAEE l 1 1 1 2 APDrEV ANON S orcs ccsacseaca ease lectins ts scesceg EAE wees a lester st nah eared gta oaee l 1 1 1 3 O O O e E EA TS l l 1 1 4 Conventions Used in this MAnudll cccccccccccccecuccuccceccccecuccccecuccecucuecucuscucuececascecascscssscususcucuscucuscass 2 1 1 5 Related Documents ccccccccccuccccuccccucccceccececaccucuscecuecscucuecucuscscuscscuececuecscaecscsuscucuscesaececeecussscusesensuscess 1 2 1 1 6 HOS A Of 1 COG IENE E EA E E EAE ieeues ie A E T l 2 2 BPEL SAN OVER NY TE W ccsesicacescssscrecesscetsscstacisievecetscvevasdeancndevaeusdsvaveanseeveussdeaucededacvsuaeswinsscetsevsuseivasasceseersusete 2 1 2 1 NAVIGATING THE TASK MENU sicxsiiccdvaceosadwssavacdcecebocieusvestcviseonadwsaatacdoeaebosiesvesderisenndiwsanvasdcuaeencieeavesdeviseenats 2 2 p NAVIGATING THE WORKFLOW MENU 2ccccececceccscecececccscscecescscuccsceceecsceecscscscseecusescuceececscscecescusesces 2 5 3 OPERATIONS c cocci Gu saaaseaccccvadeszesaacdvceecuceauseaccncsavescessulcectessepecessuanevocades 3 1 3 1 CONFIGURING LANDING PAGE ceoccsascancesnciserctaanansenawean
6. atus rrogress Singe Stahsr rrrogress Sage Status rProgress Stege Status Progress Singe Stats rrrogress Stage Status Progress You can select the task on which you wish to perform an action to complete the process flow You can also carry out a search for tasks based on parameters of your choice by clicking the Search Tasks option available in this screen The following screen will be displayed 2 7 ORACLE F PRACHI2 CHO CHO ORACLE FLEXCUBE UBS 10 2 0 0 0 0 0 9 1 2008 ENG Transaction Input Microsoft Internet Explorer Actors Operations Options Vardos D Gach Orine Worbfhow gt 7 Workflow Search Fucina You can specify the parameters for the query and click on the Search button All records satisfying the parameters are displayed You can now choose the task on which you wish to perform some action 2 8 ORACLE 3 1 3 Operations Oracle FLEXCUBE allows you to configure Queues Landing and Sub stages in the workflow layer to suit your bank s requirements It also keeps track of duplication of transactions on the basis of the fields that you indicate Configuring Landing Page The page that is displayed on invoking the application is called as the Landing Page As mentioned above you can launch a search for a particular task on the basis of the fields displayed in the Task List pane under the All sub menu in the Search main menu item The fields
7. contacoageees aa ra 3 1 a2 CONG UR ING OE UB a O EA O 3 3 3 3 CONFIGURING By I Sess sprees scene nee ese cnc bare nasa e an Ce tinted Be san nae es aca a neces canes amen 3 5 3 4 CHECKING DUPLICATE TRANSACTIONS csccsccsccscscecceccscescscescscescescsscecescescescssescescescscessescescescssescescescecs 3 7 3 5 ENABLING USER RIGHTS aan nn nnn wT ee ee ee 3 8 d CRE CGLOSSAR T acs caaasccscseeecen cs xe ceca EE 4 1 4 1 PRC TON DOA aa ce ee ce ee ce tc se cts ca ssc os Ee dt eg dc see ee 4 1 About this Manual 1 1 Introduction This manual is designed to help you quickly get acquainted with the basic features of the workflow layer using Business Process Execution Language BPEL in Oracle FLEXCUBE 1 1 1 Audience This manual is intended for the following User User Roles Corporate Customer Service Collection of applications Executive Trade Finance Executive Updation of details of contracts Trade Finance Manager Verification and authorization of contracts Compliance Executive Performance of compliance details of all parties ina contract Compliance Manager Verification of compliance check carried out by Compliance Executive 1 1 2 Abbreviations The following abbreviations are used in this User Manual BPEL Business Process Execution Language 1 1 3 Organization This manual is organized into the following chapters Chapter 1 About this Manual gives information on the intended audience It also lists the various
8. d to the Function ID are assigned to the task Also each process transaction passes through the workflow layer in stages Access to each stage is restricted to users who have the requisite rights Once a task has been initiated or completed for a particular stage it is placed in the relevant queue or task list explained later To proceed further with the process a user with relevant rights needs to acquire it under his her user ID When you log into the application the Landing Page as shown below is displayed TJ CSEMKI RAV 904 FLEXCUBE UBS 10 0 0 FOCHIRTRN 3 2 7010 ENG Transaction Input Microsoft Internet Explorer Agia vies gime Help Aink 5 Tinne Panon Chen C The following options are available to you in this screen e Menu e Tasks 2 1 ORACLE 2 1 e Workflow e Customer Navigating the Task menu Click on Tasks in the menu The following screen is displayed Z TFEROLE WIN CHO ORACLE FLEXCUBE UBS 10 2 0 0 0 0 0 9 1 2008 ENG Transaction Input Microsoft Internet Explorer Actions Operations Options Windows Help Branch Is Online DATA Tasks T Search 1 Corporate 1 Flexcube La Kernel ED Search we Standard The system displays all the main menu items that you have maintained in the Landing Page Configuration screen along with the Search and Standard main menu items on the left hand side of the screen You can query existing workflow ta
9. equential order e AUTOMOVENXT If this option is selected the task will go to the next stage The next sub stage will be acquired automatically provided the user has the relevant rights The Function ID of the next sub stage will be displayed in the screen e MOVEPREV If this is chosen the task will be moved to the previous stage mentioned or to the sub stage sequence number specified in the Reject To Stage field 3 6 ORACLE 3 4 To facilitate this configuration you need to map the first sub stage to the Function ID of the human task Also you will be allowed to select only the MOVEPREV option for the last sub stage you have defined Entry Rule Specify the conditions that need to be fulfilled for this sub stage to be initiated The specification is done in the same syntax as that for the queue configuration If the criteria specified are satisfied then the transaction comes to this sub stage If not it moves to the next sub stage Reject To Stage This is the sub stage to which a task is sent to in case the task is rejected at any point in the sub stage process If you do not specify any value for this a rejected task will be sent to the previous level Checking Duplicate Transactions During initiation of a process flow when you enter and save the data the system checks for duplicate transactions among all authorized and unauthorized tasks carried out on the same day This check is performed based on a li
10. guring Queues A queue represents a set of human tasks that are grouped on the basis of the common characteristics they share For instance you could have groups based on whether the tasks have been completed deleted or the type of transaction You can define the basis for grouping for each queue in the Queue Maintenance screen To invoke this screen type SMDQUEMT in the field at the top right corner of the Application tool bar and click the adjoining arrow button The following screen is displayed Queue Maintenance Queue Id Queue Type Queue Criteria Filter Column Operator Filter Value Others ana JLo db L submit 10f1 LI Maker Date Time Mod No Checker Date Time Record Status Authorization Status 3 3 ORACLE In this screen you are required to specify the following details Queue ID Specify a unique identification code for the queue Queue Type Indicate the type of tasks that should be displayed for the queue you are defining Select one of the following values from the adjoining drop down list e Editable tasks Tasks where the user will be allowed to modify existing data e Read only Tasks Tasks where the user can only view existing information e Normal Tasks All the tasks for which the user has rights editable read only e Supervisor All tasks pertaining to the all the subordinates of the user e Current stage The current stage of a process instance in which the
11. he Task Sub Stage Maintenance screen You can invoke this screen by typing SMDSUBST in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button The following screen is displayed 3 5 ORACLE Task Sub Stage Maintenance Function Id 1071 EI Sequence Number Sub Stage Function Id Sub Stage Name Outcome list Reject To Stage E C Waker Date Time Mod No Checker Date Time Record Status Authorization Status You are required to maintain the following details in this screen Function ID Specify the Function ID associated with the human task for which you are defining sub stages The adjoining option list displays all valid function IDs available in the system You can select the appropriate one Seq No The system displays the sequence number for the current sub stage Sub Stage Functionld Specify the Function ID for the sub stage The adjoining option list displays all valid function IDs available in the system You can select the appropriate one The roles and the screen displayed for the sub stage are fetched accordingly This can be the same as the main Function ID for the task Sub Stage Name Specify a unique name for the sub stage Outcome List Specify the possible outcomes allowed for this sub stage You can have any of the following e MOVENXT If this is chosen the current Function ID screen will be closed and the process will move on to the next sub stage in s
12. lowing screen is displayed gt T PRACHI2 CHO CHO ORACLE FLEXCUBE UBS 10 2 0 0 0 0 0 9 1 2008 ENG Transaction Input Microsoft Internet Explorer Actons Opermfons Options Vvexkws Help m Urerch Is Crane i mi gr az Worktiow tE Peming 6 Assigned 0 Faled 0 Unassigned 0 Congteted 0 Reversed 0 Tarked 0 Urtenked 0 Search Tasks The screen displays the different queues of the workflow process and the number of tasks against each queue The workflow queues are as follows e Pending e Assigned e Failed e Unassigned e Completed e Reversed e Tanked e Untanked To view the details of a particular queue click on the queue The details of all the tasks under the queue specified will be displayed as shown in the screen below 2 6 ORACLE m T PRACHI CHO CHO ORACLE FLEXCUBE UBS 10 2 0 0 0 0 0 9 1 2008 ENG Transaction Input Microsoft Internet Explorer Actions Operations Options Vindows Help Eronch i Onine fi o amp TS a 5 Retail Teter Transaction igand 1 Ret s F JIS 000001 US E Mecellsneous GL Transfer 1 T6 OC ittu Against GL 1 Rel FJR08 77500001048 S TT tesue VVek in 1 F J60527 500001 904 TT Lagpacdation sek bn 1 Set Tine 2008 03 01 14 36 16 0 Steet Time 2000 1 09 191 120 Stet Tine 2008 10 M 1751 17 0 Pert Tine 2008 10 01 15 2 10 0 Steet Time 2000 10 01 145407 0 Set Tine 2008 10 01 1446 71 0 Stage St
13. ons Duplicate Check Check this box to ensure that a validation is carried out to track duplication of transactions Field Name Specify the field that should be the basis on which transaction duplication is checked Enabled Check the box against each field whose values you want the system to compare across transactions Enabling User Rights As mentioned earlier each human task has a Function ID and the roles assigned to the Function ID are inherited by the task when it is initiated A user with access rights to the Function ID for the task can either view the details of the task or perform edit operations on it You can define these rights in the Process Stage Rights screen To invoke this screen type SMDROLDEF in the field at the top right corner of the Application tool bar and click the adjoining arrow button In the Role Maintenance screen that is displayed click Process Rights button The following screen is displayed 3 8 ORACLE Process Stage Rights Process 11 Li Specify the following details in the screen Role Function Specify the Function ID for which you wish to define rights The adjoining option list displays all valid function IDs available in the system You can select the appropriate one Editable Check this box if you wish to allow editing of data for this task Function ID If you do not check this box the user can only view details for the role function specified earlie
14. r You can therefore use this screen to allow only editing or only modifying rights for a user for different role functions 3 9 ORACLE 4 Screen Glossary 4 1 Function ID List The following table lists the function id and the function description of the screens covered as part of this User Manual Function ID Function Description SMDFNDSC Function Description Maintenance SMDLNDPG Landing Page Configuration SMDROLDF Process Stage Rights SMDSUBST Task Sub Stage Maintenance 4 1 ORACLE ORACLE BPEL Workflow May 2011 Version 11 3 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 U S A Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 www oracle com financial_ services Copyright 2011 Oracle Financial Services Software Limited All rights reserved No part of this work may be reproduced stored in a retrieval system adopted or transmitted in any form or by any means electronic mechanical photographic graphic optic recording or otherwise translated in any language or computer language without the prior written permission of Oracle Financial Services Software Limited Due care has been taken to make this document and accompanying software package as accurate as possible However Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss
15. sks by clicking Search and then choosing the relevant link under it Under Search you are provided the option of searching tasks across all process flows the ALL link or for specific process flows The fields available under the link ALL are pre defined in the system and the link ALL is readily available The other process flow specific links are displayed only if you maintain them in the Landing Page Configuration screen 2 2 ORACLE Z TFEROLE WIN CHO ORACLE FLEXCUBE UBS 10 2 0 0 0 0 0 9 1 2008 ENG Transaction Input Microsoft Internet Explorer Actions Operations Options Windows Help Branch Is Online A 3 amp 49 Tasklist Search Workflow RefNo Assignee Grour Amount D tnport LC Process D Export LC Open Retai Term Depost Arti Money Laundering Checks L Corporate ta Fiexcube L Kernel E Search D Standard Refer the section Configuring Landing Page under Operations in this user manual for further details Specify the basis for your search and click the Search button All the tasks that meet the parameters specified are fetched as displayed in the screen below 2 3 ORACLE CHO GAME PLEA LEA 10 4 0U ee a ae AS H arne lmn houl Mion mier Ari roirigi Dera Aire 5 Beate l a 7 everest iT CELE PLE Conrad Cobain THEOL i r MM a Le Hie R LH bem tor Fees pce CORREDI OCRUN TET i 1 OTP i ican i ee ee et ar TAPE
16. st of fields maintained for every transaction type If duplicate transactions exist the system will display an override message containing the Workflow reference numbers of all the matching tasks as shown below Overrides Web Pape Dialog MESSAGE REFERENCE 4 Duplicate Task For the Wvorktlow Reference number lmportLCProcessFlow133s een Import CProcessFlow 1957 ImportLCProcessFlow1982 030 LA Contirm Accept Cancel You can however override the message and continue with the current process You can define the fields that need to be matched for duplication in the Function Description Maintenance screen You can invoke this screen by typing SMDFNDSC in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button 3 7 ORACLE 3 5 Function Description Function Id Name Module List Type User Function ld Menu Head Type String Available Tanking Required Automatic End of Day aware Dual Authorization Log Event Remarks Required i Customer Access Excel Expor Required a Auto Authorization Head Office Function Duplicate task check Main Control String forfunctions andreports Duplicate Check Fields Function Description 10f1 LI Field Properties Maker Date Time Mod No Checker Date Time Record Status Authorization Status In this screen you are required to indicate the following details to facilitate checking for duplicate transacti
17. t a search for a task under the process flow mentioned above Field Label Specify the name that should be displayed in the Task List pane Display Check this box if the value of the field specified should be displayed as part of task details when you click on a task This is applicable only when the Process Code field is specified as All Searchable Check this box to indicate that the field should be made available for searching tasks This facility is available for any Process Code Seq No Specify the order of display for the filed For instance if you have maintained the fields Currency and Product ID as an additional field for the Export LC process flow you can see these fields along with the ones available under the AIl sub menu when you click the Export LC queue under the Search main menu item as shown in the screen below 3 2 ORACLE 3 2 4 if We jE a Li ELEI Er l 7 0 0 0 GP rr Ap ama jian be pi dic rot levis lapka u Ma iire Geers Gees Fima meg Gi aS ar 7 m ez aj m a ar io iem Py T djir w ar DI mei LE aan a Di trt Lc mii S e i 12i Cee Fabal Fees Cerea i m Wat a D dii Morey ry Chair os ia Coreen l a a h l te i aie P i l Pk tba Pep zp in page is ret Emi E A Cae ee aH Fd LE ly FIELE PREF EE AL M bfe E Lt Ta le 0 Er cae ee ee eS indore erry bere or F ca a 2 THH al a Lee Lei LET T be ert E WH kinri Damama Confi
18. under this sub menu All are pre defined in the system and represent all process flows The search fields under the All sub menu are displayed as shown in the screen below Actions View Options Help Windows Tasks i Search _ Search Clmport 3 D LCExnnrtin LC Import Tasks You can also choose to maintain additional fields for specific process flows When you maintain additional fields for search operation for a process flow the process flow is displayed under the Search main menu and all the fields pre defined and the additional ones maintained for the process flow become available for you to search on You can define the process flow specific additional fields in the Landing Page Configuration screen which you can invoke by typing SMDLNDPG in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button The following screen is displayed 3 1 ORACLE Landing Page Configuration Maintenance Details Process Code Maintenance Details 1of1 Mi Field Name Field Label Display Searchable Sequence Number Maker Date Time Mod Ne Checker Date Time Record Status Authorization Status Here you can capture the following details Process Code Specify the function ID associated with the process work flow for which you are defining additional details Field Name Select the field name which should appear in the Task List pane when you carry ou
19. user has performed at least one task Queue Criteria Specify the criteria to be used to filter all tasks The criteria specified here and the queue type you have indicated earlier determine the tasks that are displayed under each queue You can also associate Function IDs to queues by specifying them here If you do so only those Function IDs that have been associated can be accessed by the user If there is no such association in the criteria all Function IDs will be made available for the queue Filter Column Indicate the basis for filtering the tasks Operator Indicate the operator Filter Value Specify the value to be considered for filtering Others If Filter Value chosen is Others you can specify the value here Language Code Indicate the language code to be used for the queue ID Main Menu Indicate the name of the group under which the queue should be placed Sub Menu Specify the name for the queue This will appear under the Main Menu 3 4 ORACLE 3 3 Description Specify a relevant description that will be displayed when you point the mouse on the Sub Menu Workflow places the tasks that meet the criteria specified for each queue as shown below Configuring Sub Stages In the BPEL workflow layer there are several points at which human tasks are generated These tasks can be further divided into sub stages which have entry conditions exit outcomes etc You can capture these details in t
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