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TIBCO® BPM Enterprise 5.5.0

# 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 case state might be: Placed, Picked, Packed, Dispatched, or Delivered)
- has data with case properties
- can have case-relevant documents associated with it
- can be referenced by a set of processes or work items that are responsible for making state changes to it.
- has its 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. 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.

Some of the operations that you can perform with the Case Manager include:

- Search cases, including performing ad-hoc searches.

- Perform case actions.

- View the work items associated with cases.

- View process instances associated with cases.

- View events that have taken place for a selected case.

You can also manage case documents from the Case Manager. You can store and retrieve

documents related to a case. These documents are stored in "case folders", which are related to the case data, in a Content Management System (CMS). There is one case folder for each case; the folder is automatically created when the case is created. When a case is in scope in a case management application user interface, the case folder is also available, so that not only do you get to see the details of the "order", you also have access to the documents associated with the order (for example, order-update email, purchase order

document, custom product specification, and so on).

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 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, see Accessing Case Manager.

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