CMMN Example – Claims File Case

CMMN Example – Claims File Case

5-7 minutes

Case Plan Model

Graphical Notation (Discretionary task on right)

Discretionary Human Task

• The complete behavior model of a Case is captured in a Case Plan Model.
• A Case Plan Model is depicted using a “Folder” shape that consists of a rectangle with an upper left smaller rectangle attached to it.
• The name of the Case can be enclosed into the upper left rectangle.

Stage

• Stages are Plan Fragments that can be tracked.
• Stages maybe considered “episodes” of a Case. They can be regarded as sub-cases (cf. sub-processes in BPMN) A Stage is depicted by a rectangle shape with angled corners and a marker in the form of a “+” sign in a small box at its bottom center.
• When the Stage is expanded it is depicted by a rectangle shape with angled corners and a marker in the form of a “-” sign in a small box at its bottom center.

Task

• A Task is a unit of work. There are three types of Tasks.
• A Task is depicted by a rectangle shape with rounded corners.
• A discretionary Task is depicted by a rectangle shape with dashed lines and rounded corners.

Non-blocking Human Task

• It is depicted by a rectangle with rounded corners and a “Hand” symbol in the upper left corner.

Blocking Human Task

• It is depicted by a rectangle with rounded corners and a “User” symbol in the upper left corner.

Case Task

• A Case Task is depicted by rectangle shape with rounded corners with a “Folder” symbol in the upper left corner and they can be used to call another Case

Milestone

• A Milestone is a Plan Item Definition that represents an achievable target, defined to enable evaluation of progress of the Case.
• No work is directly associated with a Milestone, but completion of set of tasks or the availability of key deliverables (information in the Case File) typically leads to achieving a Milestone. A Milestone is depicted by a rectangle shape with half-rounded ends.
• A Milestone may have zero or more entry criteria, which define, when a milestone is reached

Event Listener

An event is something that “happens” during the course of a Case. CMMN predefines many events, and their causes:

• Anything that can happen to information in the Case File.
• Anything that can happen to Stages, Tasks and Milestones.

Event Listeners are used to model events that do not happen to plan items.

An Event Listener is depicted by a double line circle shape Event Listeners are specialized to

An Event Listener is depicted by a double line circle shape with an open center so that markers can be placed within it to indicate variations of an Event Listener.

The circle MUST be drawn with a double line.

Case File Item

• A Case File Item is depicted by a “Document” shape that consists of a rectangle with a broken upper right corner.

Process Task

• A Process Task is depicted by a rectangle shape with rounded corners with a “Chevron” symbol in the upper left corner and they can be used in the Case to call a Business Process

Decision Task

• A Decision Task may be discretionary (i.e., used as Discretionary Item contained in a Planning Table).
• A discretionary Decision Task is depicted by a dash lined rectangle with rounded corners with a Decision Table symbol in the upper left corner.

Plan Fragment

• A Plan Fragment is a container of Plan Items and the Sentries
• A Plan Fragment is depicted by a rectangle shape with dashed lines and softly rounded corners and a marker in the form of a”+” sign in a small box at its bottom center
• When the Plan Fragment is expanded it has a marker in the form of a “-” sign in a small box at its bottom center.
• When a Plan Fragment is expanded, elements contained in it become visible

Planning Tables

• Users (Case workers) are said to “plan” (at run-time), when they select Discretionary Items
• A Planning Table defines the scope of planning.
• Planning Tables can be assigned to a Stage or a Human Task.
• Stages: The Planning Table can be used to plan instances of Tasks and Stages into that Stage instance.
• Human Tasks: The Planning Table can be used to plan in stances of Tasks and Stages into the Stage that contains the Human Task.
• A Planning Table is depicted by a “Table” shape.
• A Planning Table can have several Table Items (i.e. Discretionary Items). Planning Table and Table Items can have applicability rules.