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Tutorial: Building a Worklist Application

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Tutorial: Overview

This tutorial provides step-by-step instructions to create a loan approval tracking system for a fictitious financial institution, Acme Financial System (AFS), using human interaction and system integration functionality available with Worklist.

Figure 1-1 illustrates the loan approval tracking system scenario that you will create during the course of this tutorial.

Figure 1-1 Loan Approval Tracking System Process Flow

Loan Approval Tracking System Process Flow

The sequence of events is as follows:

  1. A customer submits a loan request for an amount of $10,000 with AFS. Based on the process flow, the system routes this loan application to be reviewed by Loan Officers.
  2. The Worklist creates the loan task for this loan application. This task appears in the Inbox of all users who belong to the Loan Officers group.
  3. Loan Officer John logs into the system, reviews the loan request, and claims it as his task.
  4. John assesses the loan request and decides to route it to the group of Loan Managers for approval.
  5. Loan Manager Mary logs in and claims the loan task.
  6. If she approves the loan, Worklist flags the task as complete and triggers an event, which is sent to the loan request system.
  7. If Mary rejects the loan, Worklist aborts the task and rejects the loan request.

 

Steps in This Tutorial

This tutorial includes the following tasks:

In the tutorial, these tasks have been structured and categorized into five steps. These are:

Step 1: Setting Up the Environment

The task details the steps required to set up the Worklist Design-Time environment for modeling the target task plan, and the Worklist run-time environment for running the application. This task also shows how to set up the users, and groups.

Step 2: Modeling and Deploying the Loan Processing Task Plan

This task details how the loan processing task plan can be modeled to implement the business scenario and then be deployed on the WebLogic Integration server.

Step 3: Testing the Task Plan Using Worklist User Portal

The Worklist User Portal provides different users to work on the task instances. This task details show how a loan processing task can be created and worked on to completion by many users through the Worklist User Portal (see Using Worklist User Portal).

Step 4: Managing Task Instances Using Worklist Console

In this section, the administrator uses the Worklist Console to look at the overall statistics of the loan processing task instances. In addition, the administrator reassigns some task instances because the assigned employee has left the company.

Step 5: Using Business Process with Worklist

In this section, the loan processing requests come from an online system that triggers a business process, which creates the task instance.


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