Case Management

You can use the Case Management gadget to manage and manipulate your case data. Case data is business data that is centrally managed by ActiveMatrix BPM and can therefore be accessed and updated by multiple BPM process applications.

Business data is structured data that contains information about real-world entities or business concepts that an organization needs to manipulate, for example: Customer, Order, Orderline, Claim or Policy.

Case data:
  • can have a state (that is, it can have data and/or documents associated with it).
  • can be referenced by a set of processes and/or work items that are responsible for making state changes to it.
  • has its own audit history, independent of any processes or work items that operate on it.

Case data can be modeled at design-time as case classes in a case model then represented at runtime as case objects which can be referenced by corresponding case classes.

Any BPM application can interact with a case data model to create and use case data. A BPM application, in this context, is either:
  • a BPM process, defined in TIBCO Business Studio and deployed to the BPM runtime.
  • a custom client application that uses the ActiveMatrix BPM public API to invoke BPM services provided by the BPM runtime.
See TIBCO ActiveMatrix BPM Case Data User's Guide for more information.
Using the Case Management gadget, you can manage and manipulate case data in the following ways:
  • display and update case objects in forms or pageflows.
  • view and manage any documents associated with the case data.
  • use case data to find in-progress work items and/or process instances that are associated with a particular case.
  • locate a particular case and perform case state-specific actions on it.
  • update case objects on an ad-hoc basis, independent of any enterprise process update - for example, a customer reporting a change of address.
Note: You must log in as a user that has privileges with the correct system actions assigned to it.