Case Manager

You can use Case Manager to manage and manipulate your case data. Case data is business data that is centrally managed by TIBCO BPM Enterprise and can therefore be accessed and updated by multiple TIBCO BPM Enterprise 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:
  • has a case state (for example if it's an 'Order' case then the state might be one of 'Placed, Picker, Packed, Dispatched,Delivered)
  • has data with case properties
  • can have case-relevant 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.

Any TIBCO BPM Enterprise application can interact with a case data model to create, use data and have associated cases, which are also known as linked cases. An TIBCO BPM Enterprise application, in this context, is a TIBCO BPM Enterprise process, defined in TIBCO Business Studio - BPM Edition and deployed to the TIBCO BPM Enterprise runtime.

Using Case Manager, 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.

To access Case Manager, refer to the section, Accessing Case Manager below.

Note: You must log in as a user who has privileges with the correct system actions assigned to the user account.