Developing Reusable Solutions With IBM Case Manager
Download as PPT, PDF1 like815 views
The document discusses the development of reusable solutions with IBM Case Manager, aiming to reduce costs and time to market while promoting best practices. It highlights the challenges faced by businesses, such as siloed departments and resource limitations, and presents the Pyramid Expeditor as a tool to enhance productivity across various applications. Guidelines for creating reusable business solutions emphasize the importance of consistency and documentation in solution development.
![Acknowledgements and Disclaimers
Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in
which IBM operates.
The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for
informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant.
While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without
warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this
presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or
representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use
of IBM software.
All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have
achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to,
nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other
results.
© Copyright IBM Corporation 2014. All rights reserved.
— U.S. Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
— Please update paragraph below for the particular product or family brand trademarks you mention such as WebSphere, DB2,Maximo,
Clearcase, Lotus, etc
IBM, the IBM logo, ibm.com, [IBM Brand, if trademarked], and [IBM Product, if trademarked] are trademarks or registered trademarks of
International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked
on their first occurrence in this information with a trademark symbol (® or TM), these symbols indicate U.S. registered or common law
trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in
other countries. A current list of IBM trademarks is available on the Web at
•“Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml
•If you have mentioned trademarks that are not from IBM, please update and add the following lines:[Insert any special 3rd party trademark
names/attributions here]
•Other company, product, or service names may be trademarks or service marks of others.
4](https://image.slidesharecdn.com/eac-5245adevelopingreusablesolutionswithibmcasemanager-170605193103/85/Developing-Reusable-Solutions-With-IBM-Case-Manager-2-320.jpg)
Developing Reusable Solutions With IBM Case Manager
- 1. EAC-5245A Developing Reusable Solutions with IBM Case Manager Brian Benoit / Bill Hatfield 10/30/2014 © 2014 IBM Corporation
- 2. Acknowledgements and Disclaimers Availability. References in this presentation to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. The workshops, sessions and materials have been prepared by IBM or the session speakers and reflect their own views. They are provided for informational purposes only, and are neither intended to, nor shall have the effect of being, legal or other guidance or advice to any participant. While efforts were made to verify the completeness and accuracy of the information contained in this presentation, it is provided AS-IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, this presentation or any other materials. Nothing contained in this presentation is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer. Nothing contained in these materials is intended to, nor shall have the effect of, stating or implying that any activities undertaken by you will result in any specific sales, revenue growth or other results. © Copyright IBM Corporation 2014. All rights reserved. — U.S. Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. — Please update paragraph below for the particular product or family brand trademarks you mention such as WebSphere, DB2,Maximo, Clearcase, Lotus, etc IBM, the IBM logo, ibm.com, [IBM Brand, if trademarked], and [IBM Product, if trademarked] are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or TM), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at •“Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml •If you have mentioned trademarks that are not from IBM, please update and add the following lines:[Insert any special 3rd party trademark names/attributions here] •Other company, product, or service names may be trademarks or service marks of others. 4
- 3. Why Create Reusable Solutions • Reduce the Cost/Effort to build application • Reduce the Time to Market • Supportability with consistent components and approaches • Incorporate & Leverage Business Best Practices 5
- 4. Problems Faced by Business • Siloed departments and systems of record (SOR) • Budget limitations • Approval to get started • Resource availability 6
- 5. What Pyramid Has Done • Create a reusable approach to Case Solution development Core Solution Base Solution • Industry Specific Solutions Pyramid Insurance eXpeditor (PIX) Pyramid Loan eXpeditor (PLX) • General Solutions Cross-Industry Project Management Onboarding (Employees Customers) Customer Inquiry/Complaint “Generic” Claims 7
- 7. Identifying Solution Candidates Case Manager Case Foundation Content Foundation
- 8. Creating a Core Solution – Think Enterprise • A single solution to define and store reusable objects Properties Document Types (Classes) • Enforces consistent naming conventions • Encourages reuse of definitions • ENTERPRISE MINDED 10
- 9. Creating a Base Solution • Used for common Case Patterns • Becomes the reference set for all solution development • Sample Solution level definitions: Properties Roles Documents • Page definitions • Provides standard page structure 11
- 10. Sample Case • Properties Company standard properties Widget required • Common Rules Auditing Document filing Condition notification • Task patterns: Document filing Role/Named requests Hold for conditions Assignment Status updates 12
- 11. Case Manager Approach 13 Base SolutionBase Solution Core SolutionCore Solution IBM Case ManagerIBM Case Manager
- 13. Guidelines to Follow • Target 60% Complete • Stub out items that change often between implementations • Build out areas where consistency is desired • Use opportunity to set best practices in place • Build on Base and Core if you have them • Document developer’s guide • Document implementation guide 15
- 14. Creating the Business Solution • Sample Case Properties Documents • Common Tasks • Set Consistency of Tasks and Task Types • Sample Rules • Samples of how to build pages and use custom widgets • Becomes Reference Set for all development 16
- 15. Business Solution Approach 17 ApplicationApplication Base SolutionBase Solution Core SolutionCore Solution IBM Case ManagerIBM Case Manager Business SolutionBusiness Solution
- 16. How We Did It
- 17. Pyramid eXpeditor 5.2 Pyramid eXpeditor 5.2 is an extension of an organization’s system of records. Pyramid eXpeditor 5.2 enhances an organizations processing productivity and outputs by providing knowledge workers with the control and insight needed to complete work.
- 18. Types of Applications • PIX • PLX • Multi Industry Project Management Customer Complaint/Issues Investigations “Application” Reviews/Registration “Claim” Processing 20 Customer service Product management Customer acquisition
- 19. PIX • Insurance focused • Policy Underwriting • Policy Maintenance Requests • Claims • Claims for Guidewire • Access to cross-industry solutions/cases 21 Underwriting Claims management Product management
- 20. PIX 22 Base SolutionBase Solution Core SolutionCore Solution IBM Case ManagerIBM Case Manager PIXPIX Policy Underwriting Policy Underwriting Policy Maintenance Policy Maintenance ClaimsClaims Guidewire Claims Guidewire Claims
- 21. PIX – Applications Deployed 23 Base SolutionBase Solution Core SolutionCore Solution IBM Case ManagerIBM Case Manager PIXPIX Policy Underwriting Policy Underwriting Policy Maintenance Policy Maintenance ClaimsClaims Guidewire Claims Guidewire Claims ApplicationApplication ApplicationApplication ApplicationApplication ApplicationApplication
- 22. PLX • Financial Services Focused • System of Enablement in Conjunction with Loan Origination System • Mortgage Loan Origination • Mortgage Post Closing • Mortgage Investor Delivery • Consumer Loan Underwriting • Commercial Loan Underwriting / Doc Management • Bank Operations Requests 24 Underwriting Post ClosingOperation Requests
- 23. PLX 25 Base SolutionBase Solution Core SolutionCore Solution IBM Case ManagerIBM Case Manager PLXPLX Mortgage Origination Mortgage Origination Mortgage Post Closing Mortgage Post Closing Commercial Underwriting / Doc Management Commercial Underwriting / Doc ManagementBank OpsBank Ops ApplicationApplication ApplicationApplication ApplicationApplication ApplicationApplication
- 24. We Value Your Feedback! • Don’t forget to submit your Insight session and speaker feedback! Your feedback is very important to us – we use it to continually improve the conference. • Access the Insight Conference Connect tool to quickly submit your surveys from your smartphone, laptop or conference kiosk. 26
- 25. Content Comes to You – Cleveland Live in the Cleveland area? Join us and discover how to Transform Business Operations for a Customer- Centric Organization Date: Thursday, November 13th Time: 10:00 am – 2:00pm Venue: Crop Bistro Register at www.ecm.pyramidsolutions.com
- 26. Pyramid Solutions, Inc. Pyramid Solutions, Inc. PyramidSolutionsInc @PyramidECM
- 27. Thank You
Editor's Notes
- #28: You’re invited to join us at Crop Bistro for an afternoon of lunch and learning sponsored by Pyramid Solutions and IBM. It’s a great opportunity to learn how merging enterprise and departmental content sources can improve access to information and speed decision making. Take this great opportunity and see industry specific, customer centric solutions for Manufacturing, Insurance, Banking and Finance. Discover how industries like yourself are merging enterprise and departmental content sources to improve business operations with increased visibility, insights, and cross-departmental collaboration. Event Details: When: Thursday, November 13, 2014 Time: 10:00 am - 2:00 pm Registration opens at 9:30 am Lunch is served at Noon Location: Crop Bistro 2537 Lorain Ave Cleveland, OH 44113
- #29: Follow Us, Like Us, Love us.