JCC BP and CC

JCC BP and CCGetting Started!

Joint Core Components

Business Process and Core Components

Getting Started!


JCC Documents

• JCC Core Components Discovery & Analysis v1.04– JCC enhancements to ebXML CC Discovery & Analysis

• JCC Naming Conventions for Core Components v1.04– JCC enhancements to ebXML Naming Conventions

• JCC Business Process Primer v0.2• JCC Core Components Primer v0.2


Getting Started!

• What is Core?• Discovery and Analysis process• Identifying Core Components

– from Modelling Business Processes (top down approach)

– from Existing Documentation (bottom up approach)

• JCC Business Modelling Primer• JCC Core Components Primer


What is Core?

Tra

nspo

rt

Ret

ail

Fin

ance

Hea

lth

Business Processes

& Components

Domain

Core

Common

Common

Common

Common


What is Core?

Tra

nspo

rt

Insu

ranc

e

Fin

ance

Hea

lth

Domain

Core

Both Domain and Core are Stored

in the Repository


Discovery & Analysis

Domain 1Domain 2...Domain N

Discovery

Harmonisation & Analysis

Processes / Components

Core Processes/Components

DomainProcesses/Components

Used or ExtendedCore Processes/Components

Domain SpecificProcesses /Components

Registry & Repository

All Processes/ComponentsAgree Issues

Discuss




Discovery









Discuss

BP and CCDiscovery


Identifying Core Components

• Identify and Model Business Process

• Results in a Class Diagram

• Identify Core Components from Class Diagram

Modelling Business Processes

Top Down Approach


Identifying Core ComponentsExample Class Diagram - Charge

Tax

TaxID : StringTaxRate : Float

ChargeChargeReason [0..1] : StringChargeOption [0..1] : StringChargeIncluded : BooleanChargedAccountID [0..1] : AccountIDType

0..nEntry

EntryID[0..1] : String

EntryDate [0..1] : DateTimeValueDate : DateTim

Status_rule

0..n

0..n

TransferTransferID[0..1] : StringTransferReason : String

0..n

Amount

Value : FloatCurrency[0..1] : Currency Type

Currency_rule

+TaxAmount

+ChargeAmount

EntryStatus: EntryStatus Type

0..1

EntryAmount_rule

ChargeIncluded_rule

0..1

OriginatorBeneficiaryRule

Indicator : DebitCredit

Charge Rate [0..1]:Float

ExchangeExchangeDate[0..1] : DateTimeExchangeContract Reference[0..1]:String

(Source: SWIFT Statements Modelling Project Draft Definitions - version 2.0)


Identifying Core Components

• Core Components are ‘pieces of business information’

• EDIFACT Community has years of experience identifying / defining ‘pieces of business info’

• Identify Core Components from ‘bottom up’ to meet Business Process modelling ‘top down’

Existing Documentation

Middle Up/Down Approach



Business Process Primer

Getting Started!


JCC Business Process Primer

First Steps

List candidate business processes

e.g. in Finance, ways in whicha payment order might be initiated,handled, and responded to

Other processes might simplify or extend the first process modelled

Select one to be modelled

Gather information on the chosen one


Business Process Name xxxxxxxxxx

Description of Business Process

Actors

Pre-conditions

Post-conditions

xxxxxxx xxxxxxxxxx xxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Business Process Name

e.g. Buy a Product

GATHERINGJCC Business Process Primer




Actors

Pre-conditions

Post-conditions





Description of the Business Process

e.g. The customer browses the catalogue and adds desired items to the shopping basket. When the customer wishes to pay, the customer describes the shipping and credit information... etc





Actors

Pre-conditions

Post-conditions





Actors

e.g. Customer, System





Actors

Pre-conditions

Post-conditions





Pre-condition

e.g. catalogue available to customers






Actors

Pre-conditions

Post-conditions





Post-condition

e.g. customer has a confirmed order placed, system has an order to fulfil





Actors

Pre-conditions

Post-conditions





Main process steps

e.g. customer:-1 browses catalog2 select(s) items to buy3 fills in shipping info. System:-4 presents pricing info. etc

Main process steps

1 xxxxxxXXXXXx2 xxxxxxxxxxxxxxxxxxx3 xxxxxxxxxxxx4 xxxxxxxxxxx

Alternativexxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Alternative taken at step X

Alternative steps

1 xxxxxxXXXXXx2 xxxxxxxxxxxxxxxxx

Main step after alternative- step X





Actors

Pre-conditions

Post-conditions





Description of Alternative

e.g. credit card authorisation may fail

Main process steps




Alternative steps







Actors

Pre-conditions

Post-conditions






e.g. at Step 6, system failsto authorise credit purchase

Main process steps




Alternative steps







Actors

Pre-conditions

Post-conditions





Alternative steps

e.g. 1 re-enter credit info. and retry

Main process steps




Alternative steps







Actors

Pre-conditions

Post-conditions





Main process steps




Alternative steps



Alternative returns to step X

e.g. re-enter credit info. at step 5





Actors

Pre-conditions

Post-conditions





Main process steps




Alternative steps



Repeated for morethan one alternative}



Sub process steps




Alternative steps


Sub step after alternative- step X



Actors

Pre-conditions

Post-conditions





Each main stepin more detail...

Main process steps




Alternative steps




Business Process N

ame xxxxxxxxxx

Description of B

usiness Process

ActorsPre-conditions

Post-conditions

xxxxxxx

xxxxxxxxxx

xxxxxxxx


xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx





Main process steps

1 xxxxxxXX

XX

Xx

2 xxxxxxxxxxxxxxxxxxx

3 xxxxxxxxxxxx

4 xxxxxxxxxxx

Alternative




Alternative steps

1 xxxxxxXX

XX

Xx

2 xxxxxxxxxxxxxxxxx


Main process steps

1 xxxxxxXX

XX

Xx


3 xxxxxxxxxxxx

4 xxxxxxxxxxx

Alternative




Alternative steps

1 xxxxxxXX

XX

Xx

2 xxxxxxxxxxxxxxxxx




Business Process N

ame xxxxxxxxxx

Description of B

usiness Process

ActorsPre-conditions

Post-conditions

xxxxxxx

xxxxxxxxxx

xxxxxxxx







Main process steps

1 xxxxxxXX

XX

Xx


3 xxxxxxxxxxxx

4 xxxxxxxxxxx

Alternative




Alternative steps

1 xxxxxxXX

XX

Xx

2 xxxxxxxxxxxxxxxxx


Main process steps

1 xxxxxxXX

XX

Xx


3 xxxxxxxxxxxx

4 xxxxxxxxxxx

Alternative




Alternative steps

1 xxxxxxXX

XX

Xx

2 xxxxxxxxxxxxxxxxx



• Information component• Information component• Information component• Information component• • •



Where is this leading us?



Initiate a Direct Interbank Payment

Interbank System

Beneficiary

Credit Beneficiary Account

Determine that Benificiary Acct can Receive Payment

Ordering Party

Advise Succesful Payment

Initiate Payment

Beneficiary Bank

Ordered Bank

Initiate an Internal Transfer

Use Casediagram



Activitydiagram

Buyer Seller Receiverstart

Receive purchaseorder

FullyFulfil

YN

Reject Order

Cancel Order

ReceiveAmendment

OrderRejected

ORDER

Accept OrderEnd

Cancel Order

End

Propose Amendment

Y Propose AmendmentEnd

PrepareNew Order

End

New OrderY

End

Send purchaseorder



Classdiagram

Trade Agreement

ID

Cancel Pending Delivery Notice

ID

Buyer

ID

Seller

ID

Purchase Order

P.O. IDDelivery dateP.O. dateBuyerReceiver

Pending Delivery NoticeID

Purchase Order amendment

IDDateDescription

Receiver

ID

Purchase Order Rejection

IDDateDescription

Order Line

Product IDQuantityLine sequence number

Product

ID

Price

*

* *

*

** *

*

*

*

*

*

1

111

1

1

1

11

*

0.*

0.1

0.1

0.1

1

1

1

*



First Steps - remember?

List candidate business processes

e.g. in Finance, ways in whicha payment order might be initiated,handled, and responded to

Other processes might simplify or extend the first process modelled

Select one to be modelled



Other business processes:-

• may fit the model

try to accommodate subtle differences

adding more features - extension reducing features - simplification

• may have derivative models

The aim:-minimum but sufficient number of models



Core Components Primer

Getting Started!


JCC Core Components Primer

• Preparation• Core Component Type (CCT)• Basic Core Component

– define

– name

– select a CCT

• Aggregate Core Component– define

– name



• Select an essential Business Process– e.g. Make a Payment, Place an Order, Issue an Invoice

Core Component Discovery FormDomain Group D1-Materials ManagementBusiness Process Place an OrderDate 31/06/2000Version 1.0Contact Person Name Joe SmithContact Person Email [email protected]

Preparation

• Complete the top of the CC Primer Discovery Form



• Focus on a business exchange within the business process– e.g. Payment Order, Purchase Order, Invoice

Preparation

• Collect Reference Material– e.g. MIGs, Implementation Guidelines and other supporting

documents

• Extract ‘pieces of business information’ that are are required for the business process rather than for legacy or syntax purposes



ValueComponent

SupplementaryComponent

CoreComponentType (CCT)

Consists of1

1..n

carries the actual value(e.g. 12)

gives extra definition to the value(e.g. Euros)

Core Component Type



Date Time Type

Core Component Type - Example

value component

– date time content

supplementary component

– date time format



Code Type

Core Component Type - Example

supplementarycomponents

– code list identifier

– code list agency identifier

– code list version identifier

– code name

– language code

value component– code content



ValueComponent



Consists of1

1..n

Basic CoreComponent

Used in

without business s

emantics

with known business s

emanticsa singular concept that has a unique business semantic definition (e.g. birth date)



Develop a thorough definition and capture useful business comments

Dictionary Entry NameTempUID

Definition Remarks BusinessTerms

CC Type Name ObjectClass

PropertyTerm*to besuppressedaccording torule 5

Represent-ation Type

the date on whicha person wasborn.

Appliesonly topartiesbeingnaturalpersons.


JCC Core Components PrimerDictionary Entry Name

TempUID





the date on whicha person wasborn.


Birth Date* Date

Follow Naming Convention to assign - Representation Type- Property Term- Object Class



TempUID





Birth.Date is thedate on which aperson was born.


Birth.Date Birth Date* Date

Concatenate terms to create a Dictionary Entry Name

Capture Business Terms that are different than the Dictionary Entry Name

Place name at beginning of definition followed by “is”



TempUID





T00003 Birth.Date is thedate on which aperson was born.


Date Type Birth.Date Birth Date* Date

Identify CCT that the Basic Entity uses

Add a temporary UID



ValueComponent



Basic CoreComponent

Consists of1

1..nUsed in

Aggregate CoreComponent

Aggregated in

without business s

emantics

with known business s

emanticscontains two or more Basic Information Entities that together form a single business concept (e.g. postal address)



• Postal Address

Aggregate Component - Example

Embedded Components

- Street.Building.Identifier- Street.Name- Town.Name- State.Identifier- Post Code.Identifier- Country.Code- ........

TIP: Don’t spend too much time on what each aggregate contains.

The structure of aggregates will come more easily from the Top Down models


JCC Core Components PrimerAggregate Component - Example

Develop a thorough definition and capture useful business comments






T00005 The collection ofinformation whichlocates andidentifies aspecific addressas defined bypostal services.








T00005 The collection ofinformation whichlocates andidentifies aspecific addressas defined bypostal services.

PostalAddress

Details

Aggregates do not have a Representation Type

Aggregates always have the Property Term “details”

Follow the Naming Convention to assign the Object Class








T00005 Postal Address isthe collection ofinformation whichlocates andidentifies aspecific addressas defined bypostal services.

Address,MailingAddress

n/a PostalAddress.Details

PostalAddress

Details

Concatenate terms to create a Dictionary Entry Name

Capture Business Terms that are different than the Dictionary Entry Name

Aggregates do not have a CCT

Place name at beginning of definition followed by “is”



• Some Business Terms are used for more than one ‘piece of business information’– e.g. Account

Business Terms


JCC Core Components PrimerBusiness Terms



CCT Name ObjectClass



T00010 A Financial Accountis a service through abank or otherorganisation throughwhich funds are heldon behalf of a clientor goods or servicesare supplied on credit

Not ageneralledger.

Account n/a FinancialAccount.Details

FinancialAccount

Details

T00012 A Sales Account is arelationship betweena vendor and acustomer.

Usuallyincludes acontractspecifyingthe terms ofbusiness.

Account n/a SalesAccount.Details

SalesAccount

Details

Different Definitions Different Dictionary Names

Same Business Term




Discovery









Discuss

BP and CCDiscovery



Patterns !



Core Components Primer&

Business Process Primer

Any questions?

JCC BP and CC

Documents

Transcript of JCC BP and CC