Part 2 Solution development
by Guillermo Rios, Juan Felipe Ospina, Seema Meena, Mike Marin, Johnson Liu, Bob Ja
Advanced Case Management with IBM Case Manager
- Front cover
- Notices
- Preface
- Summary of changes
- Part 1 Concept and overview
- Chapter 1. Case management concept
- Chapter 2. Typical case management applications
- Chapter 3. IBM Case Manager overview
- 3.1 IBM Case Manager capabilities
- 3.1.1 Case design and deployment
- 3.1.2 Case management
- 3.1.3 IBM Case Manager API
- 3.1.4 Tools
- 3.1.5 Solution templates
- 3.1.6 Content and process management
- 3.1.7 Collaboration and social software tools
- 3.1.8 Business rules
- 3.1.9 Case analytics
- 3.1.10 Reporting
- 3.1.11 Content Analytics
- 3.1.12 Forms integration
- 3.2 IBM Case Manager environments
- 3.3 IBM Case Manager components
- 3.4 IBM Case Manager architecture
- 3.5 IBM Case Manager configurations
- 3.1 IBM Case Manager capabilities
- Chapter 4. Inner workings of IBM Case Manager
- Part 2 Solution development
- Chapter 5. IBM Case Manager tools
- 5.1 IBM Case Manager tools overview
- 5.2 IBM Case Manager configuration tool
- 5.3 IBM Case Manager administration client
- 5.3.1 Copying a solution
- 5.3.2 Creating solution templates
- 5.3.3 Using solution templates
- 5.3.4 Exporting and importing a solution
- 5.3.5 Exporting business rules
- 5.3.6 Configure locks
- 5.3.7 Enabling case history store
- 5.3.8 Widget packages
- 5.3.9 Configuring an audit
- 5.3.10 Configuring security
- 5.3.11 Manage project areas
- 5.3.12 Extra options for an administrator in administration client
- 5.4 IBM Case Manager Builder
- Chapter 6. Designing case management solutions
- 6.1 Business goals of a case management solution
- 6.2 Designing the solution
- 6.3 Creating the solution
- 6.4 Defining your solution
- 6.5 Configuring your solution
- 6.5.1 Advanced in-basket configuration
- 6.5.2 Advanced property layout views within a case
- 6.5.3 Configuring pages for advanced user interfaces
- 6.5.4 Advanced task configuration
- 6.5.5 Using forms to enhance user interfaces
- 6.5.6 Providing users with custom tasks
- 6.5.7 Configuring the security definitions
- 6.5.8 Configuring case analytics and reporting
- 6.5.9 Configuring the Cognos Real-Time Monitor
- 6.6 Customizing and integrating your solution
- 6.7 Documenting your solution
- Chapter 7. Building a simple solution: Part 1
- 7.1 Building the sample solution overview
- 7.2 Defining the solution basics
- 7.3 Defining the case type
- 7.4 Defining embedded rules
- 7.5 Defining case tasks
- 7.5.1 Creating Upgrade Options set
- 7.5.2 Creating the Upsell Opportunity container task
- 7.5.3 Creating the Upgrade Product task
- 7.5.4 Creating the Upgrade Plan task
- 7.5.5 Creating the Call Customer task
- 7.5.6 Creating the Verify Billing task
- 7.5.7 Creating the Verify Complaint task
- 7.5.8 Creating the remaining tasks
- 7.5.9 Reviewing task summary
- Chapter 8. Building a simple solution: Part 2
- 8.1 Configuring workflow diagrams by using Step Designer
- 8.1.1 Creating the Upgrade Product task diagram
- 8.1.2 Creating the Upgrade Plan task diagram
- 8.1.3 Creating the Call Customer task diagram
- 8.1.4 Creating the Verify Billing task diagram
- 8.1.5 Creating the Verify Complaint task diagram
- 8.1.6 Creating the Review Product Complaint task diagram
- 8.1.7 Creating the Review Non-Product Complaint task diagram
- 8.1.8 Creating the Investigate Product Safety task diagram
- 8.1.9 Creating the Send Corresponding Letter task diagram
- 8.1.10 Creating the Close Complaint task diagram
- 8.1.11 Creating the Investigate Employee task diagram
- 8.1.12 Creating the Request Assistance task diagram
- 8.2 Saving and validating the solution
- 8.3 Deploying the Customer Complaints solution
- 8.4 Testing the Customer Complaints solution
- 8.5 Improving the solution
- 8.1 Configuring workflow diagrams by using Step Designer
- Chapter 9. Migrating and deploying solutions
- Chapter 5. IBM Case Manager tools
- Part 3 Solution customization and advanced topics
- Chapter 10. User interface and widgets
- 10.1 User interface navigation
- 10.2 Understanding page types and custom pages
- 10.3 Accessing the Properties View Designer
- 10.4 Using default widgets and their payloads
- 10.5 Creating and deploying a custom widget
- 10.5.1 Setting up your development environment
- 10.5.2 Creating your widget definition and catalog files
- 10.5.3 Creating the IBM Content Navigator plug-in
- 10.5.4 Creating the custom page widget with content pane
- 10.5.5 Creating IBM Case Manager JavaScript API calls and objects
- 10.5.6 Building the custom widget package
- 10.5.7 Deploying the custom widget package
- 10.5.8 Adding the custom widget to the page
- 10.6 Creating a custom task
- 10.7 Using the Timeline Visualizer and Instruction widgets
- Chapter 11. Customization topics
- 11.1 Using project areas when developing solutions
- 11.2 Automated handling of ingested documents
- 11.3 Splitting a case
- 11.4 Basic customization scenarios
- 11.5 Intermediate customization scenarios
- 11.5.1 Enumerating documents
- 11.5.2 Opening multiple work items
- 11.5.3 Adding entry template via custom action
- 11.5.4 Adding an attachment to the case
- 11.5.5 Creating in-basket dynamic filter
- 11.5.6 Filtering Case Information widget to show comments only
- 11.5.7 Modifying property attributes by using the Property Controller
- 11.5.8 Getting the next work item with custom logic after completing a work item
- 11.5.9 Filling the Case List widget based on search results
- 11.6 Advanced customization scenarios
- 11.7 Multilingual support
- Chapter 12. Advanced solution topics
- Chapter 13. Business rules
- Chapter 14. Integration points
- Chapter 10. User interface and widgets
- Appendix A. Additional material
- Related publications
- Back cover
- IBM System x Reference Architecture for Hadoop: IBM InfoSphere BigInsights Reference Architecture
- Introduction
- Business problem and business value
- Reference architecture use
- Requirements
- InfoSphere BigInsights predefined configuration
- InfoSphere BigInsights HBase predefined configuration
- Deployment considerations
- Customizing the predefined configurations
- Predefined configuration bill of materials
- References
- The team who wrote this paper
- Now you can become a published author, too!
- Stay connected to IBM Redbooks
- Notices
Solution development
This part guides you as you get started with IBM Case Manager solution development. It describes designing a solution, building a simple solution, and deploying a solution.
This part includes the following chapters:
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