7        Executing Run through Process Modelling Framework in OFSDF

Process Modeling Framework (PMF) is a design and execution framework that enables the Process Pipeline developers to implement various Pipelines modeled by the Business Analysts. The Process Pipeline developers use the framework to orchestrate the Business Pipelines and the Run Pipelines within OFSAA and to design the artifacts that participate in the Pipelines to complete their implementation.

This chapter provides information about the usage of the Process Modeling Framework (PMF) feature in the Oracle Financial Services Data Foundation application.

Topics:

·        Overview

·        Process Modeling Framework Roles

·        Accessing the Process Modeling Framework in OFSDF

·        Using the Process Modeling Framework in OFSDF

·        Designing a Pipeline in OFSDF

·        Creating Filter using DIM_DATA_ORIGIN

Overview

After OFSDF is installed successfully, the following out-of-the-box standard Run pipelines (PMF processes) are available in the PMF:

·        Financial Services Data Foundation Sourced Run: This Run pipeline (Process) loads all non-Run enabled tables in OFSDF.

·        Financial Services Data Foundation Execution Run: This Run pipeline (Process) loads all Run enabled tables in OFSDF.

To load all non-Run enabled tables in OFSDF using the out-of-the-box Financial Services Data Foundation Sourced Run process, or to load all Run enabled tables in OFSDF using the out-of-the-box Financial Services Data Foundation Execution Run process, perform the steps in the sections Designing a Run Pipeline and Executing the Run Pipeline.

Process Modeling Framework Roles

To grant access to the PMF functionality, assign the following PMF Roles to the user.

Table 22: The list of PMF Roles and the corresponding users

Accessing the Process Modeling Framework

To access the PMF, follow these steps:

1.     Log in to the OFSDF application and select Administrator .

2.     In the Information Domain drop-down list, select the required FSDF information domain. Then click the Process Modeling Framework tile.

Figure 17: Select the OFSDF Infodom and then select the Process Modelling Framework tile

3.     A submenu is displayed with the following menu items:

§       To access the Process Modeller, select Process Modeller.

§       To monitor currently running processes, select Process Monitor.

Figure 18: Select the Process Modeller or Process Monitor option in PMF submenu

Using the Process Modeling Framework in OFSDF

The Process Modeling Framework consists of these features:

·        Process Modeller

·        Process Monitor

Process Modeller

The Process Modeller is used to create and modify types of Pipelines, test the Process flow, and execute the Run.

Figure 19: Process Modeller page

The Process Modeller page displays the existing Business Process Pipelines and Run Pipelines with the details such as Process ID, Process Name, Process Description, Version, Instance, Application, and Last Modified.

You can perform the following tasks from the Process Modeller window:

·        Click to create a new Pipeline.

·        Click the Process Name link to launch and edit the Process Flow.

·        Click to delete a Pipeline.

·        Click to view the following submenu:

§       Click View to see the process flow.

§       Click Copy to create a new Pipeline with the same process flow.

§       Click Process Flow Monitor to monitor the Pipeline.

§       Click Test Process Flow to test or check whether the Business Pipeline you designed works as expected.

§       Click Execute Run to execute a Run Pipeline.

§       Click Export Process to export a Process.

·        Use the Search grid to search for a specific Pipeline by providing a keyword from the Process ID, Process Name, or Process Description and then click Search  icon. Click Reset  to reset the Search fields.

·        You can sort the Pipelines based on Process ID, Process Name, or Application. Click the Sort by drop-down and select the required attribute to sort.

·        You can use the Filter Pipeline field to filter pipelines based on the pipeline type. For example, to view only the Run Pipelines, remove Process from the Filter Pipeline field.

·        Click Process Monitor  to launch the Process Monitor page.

Process Monitor

The Process Monitor is used to supervise the current stage of the Process for different instances. After integration with an application, the workflow can be invoked. After invoking, the workflow goes through all the stages defined. The Process Monitor displays all the stages finished, the current stage, and future stages. Your user group must be mapped to the function role WFMACC (Workflow Monitor Access) to access the Process Monitor window. For the list of the PMF Roles, see the Process Modeling Framework Roles section.

Figure 20: Process Monitor page

This page displays all the workflows, which are invoked from the application with details such as Entity Name, Entity ID, Process Name, Process Description, Execution Start Time, Last Execution Time, Last Updated By, and Status.

You can perform the following tasks from the Process Monitor window:

·        Click  Menu to view the following submenu:

Figure 21: Process Monitor Menu

§       Abort: To abort an ongoing Run Pipeline process.

§       Resume: To resume a Run Pipeline process.

§       Re-Run: To execute a Run Pipeline process again irrespective of the previous execution status.

·        Use the Search grid to search for a specific Pipeline by providing a keyword from the Process ID, Process Name, or Process Description and then click Search . Click Reset  to reset the Search fields.

·        You can sort the Pipelines based on Process ID, Process Name, or Application. Click the Sort by drop-down and select the required attribute to sort.

·        You can use the Filter Pipeline field to filter pipelines based on the pipeline type. For example, to view only the Run Pipelines, remove Process from the Filter Pipeline field.

·        Click Process Modeller  to launch the Process Modeller page.

Designing a Pipeline in OFSDF

Business pipelines are defined in OFSAA to design and execute a sequence of tasks, which are either OFSAA tasks or external tasks, to derive a well-defined outcome. This flow is defined by using various OFSAA artifacts from the component toolbar.

Use the Process Modeler for the following tasks:

·        Designing a Run Pipeline

·        Executing the Run Pipeline

·        Verifying the Execution Logs

Designing a Run Pipeline

Visual representation of the Run is enabled through PMF by the construction of a Run Pipeline. Various OFSAA widgets that enable the construction of Run Pipeline are available in the Component toolbar. For detailed information about the Components in PMF, see the Components for Designing Your Process Flow section in the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.0.0.0.

Creating a new Run Pipeline

To create a new Run Pipeline in the Process Modeller, follow this procedure:

1.     Navigate to the Process Modeller page. For details, see the Accessing the Process Modeling Framework in OFSDF section.

2.     In the Process Modeller page, click Add .

3.     The Process Details page is displayed. Enter or select the required values for each field.

Figure 22: Process Details page

Table 23: Process Details page fields and descriptions

4.     To save the details and launch the Process Flow designing window, click Save & Launch.

Designing a Process Flow for a Run Pipeline

After you click Save & Launch in the Process Details page, the Process Flow page is displayed. The Process Flow tab contains a floating toolbar and a drawing canvas. Use the drawing canvas to design the process flow with the Tools, Activities, and OFSAA Widgets components available in the floating toolbar.

Figure 23: Process Flow page

You can design the process flow diagrams for all three types of processes (Business Process Pipeline, Run Pipeline, and Stream Pipeline). This is an example of a process flow diagram for a Run Pipeline (for FSDF Sourced Run).

Figure 24: Process Flow diagram for a Run Pipeline

To design a process flow diagram for a Run Pipeline, see the Run Pipeline section, and to use various components available in the Process Flow tab, see the Components for Designing Your Process Flow section in the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.0.0.0.

Executing the Run Pipeline

After a process is designed and defined in the process flow diagram, you must assign values to the Run parameters, and execute the Run. You can execute a Run Pipeline from the UI or using a command-line utility called wfExecExternal.sh.

This section includes the following topics that describe the Run Pipeline execution from the UI:

·        Selecting the Run Parameters and Executing the Run

·        Verifying the Run Execution

·        Aborting, Resuming, or Rerunning the Run Pipeline Process

·        Verifying the Execution Logs

Selecting the Run Parameters and Executing the Run

After designing and saving the process flow diagram, the Process is listed in the Process Modeller

page.

To select the Run parameters and execute the Run, follow this procedure:

1.     In the Process Modeller page, click  corresponding to the Run Pipeline that must be executed.

Figure 25: Select Execute Run in the Run Pipeline

2.     When you click Execute Run, the Select Run Params page is displayed.

Figure 26: Select Run Params page

Select or enter the required values for each field as follows.

Table 24: Select Run Params page fields and descriptions

3.     When you click OK, the Run execution begins. The Select Run Params page closes.

Verifying the Run Execution

After selecting the Run parameters and beginning the Run execution, verify the progress of the Run. To verify the Run execution progress, follow this procedure:

1.     In the Process Modeller page, click  corresponding to the Run Pipeline that must be verified. Click Process Flow Monitor.

Figure 27: Select Process Flow Monitor in the Run Pipeline

2.     The Process Monitor page is displayed. You can see the generated process flow ID, the Run execution timestamp, and the status of the Run execution. To verify the Run execution status at the Pipeline level, click the corresponding process flow ID.

Figure 28: Process Monitor page with the Process Flow ID

3.     The Process Flow diagram page is displayed. The  icon at each Sub Pipeline indicates that the Run execution is successful.

Figure 29: Process Flow diagram page with the indication of successful Run execution

Aborting, Resuming, or Rerunning the Run Pipeline Process

In the Process Monitor page, click  corresponding to the Run Pipeline process that must be aborted, resumed, or rerun. Then select Abort, Resume, or Re-Run.

Figure 30: Process Monitor Menu

Aborting the Run Pipeline Process

The Abort feature helps you to abort a Run Pipeline, which is in the process of execution. To abort a Run Pipeline process, follow these steps:

1.     In the Process Monitor page, click  corresponding to the Run Pipeline process that must be aborted, and then click Abort.

2.     Enter comments, if any, to abort the Run Pipeline execution, and click OK.

Figure 31: Abort Process Execution page

Resuming the Run Pipeline Process

You can resume a Run Pipeline, which is not executed successfully, explicitly interrupted, canceled, or put on hold during the execution process. By resuming a Run Pipeline, you can continue its execution directly from the point of interruption or failure and complete executing the remaining tasks.

To resume a Run Pipeline process, follow these steps:

3.     In the Process Monitor page, click  corresponding to the Run Pipeline process that must be resumed, and then click Resume.

4.     Enter comments, if any, to restart the Run Pipeline execution and click OK.

Figure 32: ReStart Process Execution page

Re-running the Run Pipeline Process

You can re-run a Run Pipeline that was previously executed irrespective of the previous execution state.

To re-run a Run Pipeline process, follow these steps:

1.     In the Process Monitor page, click  corresponding to the Run Pipeline that must be re-run, and then click Re-Run.

2.     Enter comments, if any, to re-run the Run Pipeline execution and click OK.

Figure 33: Re Run Process Execution page

Verifying the Execution Logs

You can access the execution logs to verify the details of the Run. To verify the execution log, follow these steps:

1.     In the Process Monitor page, select the required process flow ID. The Process Flow diagram is displayed in a new page. Hover the cursor on the required Sub Pipeline. Four icons appear in the Sub Pipeline. Click.

Figure 34: Sub Pipeline

2.     The Execution Logs page is displayed. Click the required metadata to verify the execution log.

Figure 35: Execution Logs page of the Sub Pipeline

3.     The Activity page is displayed. Click Execution Log.

Figure 36: Select Execution Log in the Activity page of the Sub Pipeline

4.     The Run execution log details are listed in a separate page.

Alternatively, to verify the execution logs, in the Process Flow diagram page, click . The log details of the Run execution is displayed in a new page.

Figure 37: View the execution logs through the Process Flow diagram page

For information about the complete functioning of the PMF, see the Oracle Financial Services Analytical Applications Infrastructure Process Modelling Framework Orchestration Guide Release 8.1.0.0.0.

Creating Filter using DIM_DATA_ORIGIN

Filters using DIM_DATA_ORIGIN are not present in T2Ts. Therefore, follow this execution procedure to introduce the filters using DIM_DATA_ORIGIN:

1.     Download the post-script file SOR_postscript_update.sql from the My Oracle Support and execute it in the CONFIG schema.

2.     Follow these steps to create a Data Origin Filter:

Create a DIM_DATA_ORIGIN Hierarchy for the attribute key as N_DATA_SOURCE_CD, and add Level 0 as V_DATA_SOURCE_CODE.

a.     In the Process Modeller page, in the Financial Services Data Foundation Sourced Run pipeline, click  to view the menu, and select Filter.

Figure 38: Select Filter in the menu of the Financial Services Data Foundation Sourced Run pipeline

b.     The Filter details page is displayed. Select the Filter Type as Hierarchy and select the name of the Hierarchy created in the Filter List (in this illustration, it is FSDF DATA ORIGIN). Then click Add Filter.

Figure 39: Add the Filter in the Filter Details page

c.     This filter is listed in Hierarchy Filter Details. Click the pop-out page.

Figure 40: Filter Details page with the Hierarchy Filter Details

d.     The Hierarchy page is displayed with the LOVs (lost of values). In the FSDF DATA ORIGIN folder, select and move all the required LOVs from the Available Values section to the Selected Values section. Then click OK.

Figure 41: Select the LOVs in the Hierarchy page for the Hierarchy Filter

e.     On the Filter details page, click OK to save the Hierarchy Filter details.

Figure 42: Save the Hierarchy Filter details

f.       In the Process Modeller page, click Execute Run to execute the PMF Sourced Run.

Figure 43: Execute the PMF Sourced Run