Part 3 Solution customization and advanced topics
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 customization and advanced topics
This part describes IBM Case Manager solution customization topics, such as user interface customization, development, rules, security, and advanced topics.
This part includes the following chapters:
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