CMMN Method and Style: A Practical Guide to Case Management Modeling for Documentation and Execution

CMMN Method and Style: A Practical Guide to Case Management Modeling for Documentation and Execution

by Bruce Silver
CMMN Method and Style: A Practical Guide to Case Management Modeling for Documentation and Execution

CMMN Method and Style: A Practical Guide to Case Management Modeling for Documentation and Execution

by Bruce Silver

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Overview

Case management is a branch of business process management dealing with unstructured and event-driven processes. CMMN is a business-oriented diagramming language standard for creating case models, for both case logic description and execution. Following the author's popular BPMN Method and Style and DMN Method and Style, this book shows how to use CMMN to create case models in which the logic is both clear from the printed diagrams and executable on a business automation platform.

Unlike BPMN for structured processes, which adopts the familiar look of swimlane flowcharts, CMMN's diagrams are unfamiliar to most modelers. In addition, CMMN logic is declarative, each task and stage in the model independently defining its own prerequisites. Aimed at business users, the book explains how to use the diagramming notation in a range of modeling styles, including:

  • User-driven, in which what happens next is determined primarily by knowledge worker decisions
  • Event-condition-action (ECA), in which what happens next is determined primarily by business events
  • Hierarchical, in which CMMN stages are used as exclusive states of the case, with a top-level diagram describing the overall case logic and child-level diagrams describing the logic of each stage.
  • On top of the rules of the language defined in the specification, the author adds additional conventions called Method and Style, aimed at ensuring the case logic is clear from the printed diagrams. Many details needed to understand the logic are visible only to modelers with access to the design tool, not to stakeholders in the business who see only what is in the printed diagrams. Method and Style prescribes various additional connectors and labeling conventions that make these logic details visible to all. These conventions are formulated as "style rules" that can be validated in a CMMN tool.

    The book provides detailed explanation of CMMN's declarative logic patterns, illustrated by examples from the field of Social Care. In addition, it provides an exhaustive list of CMMN Method and Style patterns together with their more familiar BPMN Method and Style equivalents.

    The book is useful for modelers who need to go beyond BPMN's structured process constraints and for implementers who are interested in using this standard language in their business automation offerings.


    Product Details

    ISBN-13: 9780982368190
    Publisher: Cody-Cassidy Press
    Publication date: 05/05/2020
    Pages: 130
    Sales rank: 594,898
    Product dimensions: 7.50(w) x 9.25(h) x 0.28(d)

    Table of Contents

    PREFACE V

    METHOD AND STYLE VI

    STRUCTURE OF THE BOOK VII

    ACKNOWLEDGMENTS IX

    1. WHAT IS CMMN? 1

    WHAT IS CASE MANAGEMENT? 1

    APPLICATIONS OF CASE MANAGEMENT 2

    EVOLUTION OF CASE MANAGEMENT 3

    CMMN OVERVIEW 8

    2. CASE PLAN ELEMENTS 11

    TASKS 12

    STAGES 15

    CASE BEHAVIOR OVERVIEW 17

    CASE BEHAVIOR AND THE TASK/STAGE LIFECYCLE 20

    ENTRY AND EXIT CONDITIONS 23

    CONTROL SYMBOLS 25

    MILESTONES 28

    EVENT LISTENERS 29

    FILE ITEM TRIGGERS 31

    3. CASE FILE MODEL 35

    CASE VARIABLES AS FILE ITEMS 35

    CASE FILE ITEM DEFINITION TYPE 36

    FILE ITEM LIFECYCLE 38

    METHOD AND STYLE: IMPLICIT FILE ITEMS AND RELATED CASE LOGIC 38

    4. MODELING CASE LOGIC 41

    STAGE START AND COMPLETION 41

    USING CMMN AND BPMN TOGETHER 42

    AVOIDING ZOMBIE STATES 44

    MANUAL TERMINATION 44

    METHOD AND STYLE: TASK AND STAGE END STATES 45

    STAGES AS EXCLUSIVE CASE STATES 51

    PLAN ITEMS AS UI ELEMENTS 52

    5. STYLES OF CASE MODELING 55

    SCENARIO: WRITE A REPORT 55

    USER-DRIVEN STYLE 56

    ECA STYLE 58

    HIERARCHICAL STYLE 60

    6. CMMN BY EXAMPLE: SOCIAL CARE 65

    SCENARIO 65

    CASE MODEL STRUCTURE 66

    INTAKE 66

    SOCIAL CARE 70

    7. STYLE RULES 73

    LABELING 73

    SENTRIES 76

    REPEATING ITEMS 80

    AUTOCOMPLETE 83

    DEADLOCKS (ZOMBIE STATES) 84

    8. DECLARATIVE MODELING PATTERNS 87

    9. EXECUTABLE CMMN WITH METHOD AND STYLE 107

    INDEX 109

    About the Author 111

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