Process Modelling Framework (PMF) is a set of services that are used by the application to determine the report’s workflow and therefore the review and approval process the report follows. PMF is a design and execution framework that enables administrators to implement various actions and statuses which will be used by the associated workflow.
The Process Modelling Framework consists of Process Modelling components for modelling workflow and Process Monitor components to monitor instantiated workflow of OFS CRR CS.
In OFS RR CS, PMF is used to create a new workflow using application rules, define actions and statuses, and map user roles to those actions and statuses. It is also used to modify and remove the existing workflows.
NOTE:
In OFS CRR CS, PMF is applicable only for goAML XE and US SAR module.
To take action from Case Management, CM user must have CRR Supervisor permission.
For CRR status to flow to Case Management, CRR user must have CM Supervisor permission.
Topics:
· Creating a New Status or Action
· Editing and Deleting PMF Workflow
To create a new business flow (status or action) in the In OFS CRR CS modules you have to upload the following tables using the Data Uploading option.
· FCC_RR_STATUS_B
· FCC_RR_STATUS_TL
· FCC_RR_CODE_DESC_B
· FCC_RR_CODE_DESC_TL
For example, if you want to add a new action or status in the OFS CRR CS workflow as Closed, you must add that status and action in the above-mentioned tables using the .csv files.
This activity is called Application Package, it is a concept used to group flow (action/status), Application Rules, and Data Fields that are required for an Application.
You can add a new action or status by adding a new entry in the above-mentioned tables.
NOTE:
· For goAML, N_TMPLT_ID is 28
· For US SAR, N_TMPLT_ID is 1
For example
FCC_RR_CODE_DESC_TL.
FCC_RR_CODE_DESC_B
FCC_RR_STATUS_B
FCC_RR_STATUS_TL
To update the table, you must upload the .csv file in the Reference Data Upload page. For more information, see the Data Uploading section.
NOTE:
For OOB workflow, status and action name cannot be changed.
1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,99 these code values must not be used for new statuses.
This section explains how to create a new status or action in the PMF workflow. Using this option you can create a new application rule where you can define the action, status, user role, rule type, expression type, and so on. After creating the action or status you can connect to other actions or statuses by using the Transition line. You can also modify the existing action or statuses, user roles, Rule type, expression type. Finally, you can verify the updates you have performed in the PMF by validating the action or status in the goAML XE application module.
NOTE: You cannot change the names of Out of Box (OOB) actions.
Topics:
· Creating a New Application Rule
· Adding a News Status in the Workflow
· Connecting Action Using Transition
The Application Rule is the interface between the process engine and the application to include any parameters to be passed. In OFS CRR CS, this option is used to create new actions or statuses, and modify or delete the existing actions or statuses.
The Application Rule option is also used to define the user roles such as Supervisor, Analyst, and so on for the new or existing actions.
These Application Rules are used to build a workflow in the PMF for the application. For more information, see Adding a News Status in the Workflow.
To create a new application rule, follow these steps:
1. On the Compliance Regulatory Reporting LHS menu, select Process Modelling Framework and click Process Modeller. The Process Modeller page is displayed with the existing modules with the details such as Process ID, Process Name, Process Description, Version, Instance, Application, and Last Modified details.
2. Select a module (goAML XE). A Process Modelling Framework page is displayed.
3. Select the Application Rule tab and click Add. The list of options is displayed. Select Attribute Expression. The Rule Details window is displayed.
4. Enter the information in the fields.
NOTE: Rule Type and Execution Type are not editable.
5. Select the Attribute as Status and click Add. The Attribute values are added in the Attribute Values section. This defines the status or action of the report. For example, Close, Cancel, and so on.
6. Select the Attribute as Role and click Add. The Attribute values are added in the Attribute Values section. This defines the user role who can perform this action. For example, Analyst, Supervisor, and so on.
7. Go to the Attribute Values section and Click Status. Select the required status from the drop-down list. For example, close, cancel, and so on.
8. Similarly, click the Role and select the required status from the drop-down list. For example, RR Supervisor or RR Admin.
9. Click OK. The new rule is added to the list of Application Rule sections.
10. To edit the existing Application Rule. Select the required Application Rule, and click Edit. The Edit API Details window is displayed. Modify the information and click Save. The modified Application Rule is updated.
Business workflows are defined in Process Flow to design and execute the sequence of tasks to derive a well-defined outcome. This flow is defined by using various PMF artifacts from the component toolbar such as Application Rules, Process Flow, and so on. For more information, see Creating a new Application Rule.
Use the Process Flow option to add a new action or status (that is, created in the Application Rule section) and create a new workflow.
For more information on the components of the PMF, see Configure Processing Modelling Framework Guide.
To add a new workflow in the PMF, follow these steps:
1. Select
the Process Flow tab, click Human
Task 
from the Activities
pane in the floating toolbar, and click on the drawing canvas where you
want to place it. Or drag and drop the Human 
Task icon.
2. Double-click
Human Task 
icon.
The Activity drawer window is displayed with Activity ID.
3. Enter the Activity Name (For example, Close, Approve, and so on) and Description.
4. Select the Status of the activity from the drop-down list. For example, close, cancel, and so on.
NOTE: The status that you uploaded in the tables using .csv files must reflect in the drop-down list.
A Transition is used to control the flow between various components in the Process flow Such as between two or more Human Tasks. Transition connects two activities and the flow is configured based on conditional expression or decision rule. You can even connect to the OOB tasks.
To provide a connection between two actions, follow these steps:
1. On
the Tools bar, select the Transition line (Transition Line 
to use a straight
line to connect the activities or Transition Curve 
to use curved lines, based
on your requirement).
2. On the Canvas, connect between newly added human task and existing human task. For example, connect between Open Status (existing task) to Closed status (newly created task).
3. Right-click on the new transition line between Open Status (existing Human task) to Closed status (newly created Human task). The Edit Transition window is displayed.
4. To
enter the decision rule, click the search 
icon
in the Decision rule field. The Participant Dialog is displayed. Select
the required option. For example, Close, Cancel, and so on.
5. Click OK. The newly created transition is added to the selected Human tasks.
NOTE: The decision rules are created in Application Rule.
6. Click Save. A confirmation message is displayed.
Use this section to verify the changes you have made in the PMF. For example, if you have added a new action as Closed in the PMF and verify this in the RR Cloud Service.
To verify the changes performed on the PMF, follow these steps:
1. Log into RR Cloud Service as Supervisor or Analyst.
2. On the Navigation List LHS menu, select Compliance Regulatory Reporting. The list of modules is displayed.
3. Select the goAML STR module and go to the Report Details page and verify the actions which are added in the PMF.
Use this section to modify or remove existing Human tasks (action) in the PMF workflow. You can also modify the user roles of the OOB actions using the Application Rule option.
NOTE: You cannot change the names of OOB actions.
To modify or remove the existing PMF workflows, follow these steps:
1. Select a module (goAML XE). A Process Modelling Framework page is displayed.
2. Select
required Human Task to modify
the action. For example, Approve, Open, and so on.
3. To move the Human Task (action) in the workflow, drag and drop the required Human Task and connect to other Human Task using the Transition line. You can also modify the user roles. For more information, see Step 10 in Creating a New Application Rule.
4. To remove the Human Task (action), select the required Human Task and click Delete. The confirmation message is displayed and click OK. The selected Human Task (action) is removed.
5. Connect to the required Human Task (action) using the Transition line.
For more information on the components of the PMF and other configurations, see Configure Processing Modelling Framework Guide.
The Process Monitor is used to monitor the current stage of the Process for different instances. After integration with an Application, the workflow can be called. After calling it goes through all the stages defined. Process Monitor shows all the stages finished, current stage, and stages to come if any. Your user group must be mapped to the function role WFMACC (Workflow Monitor Access) to access the Process Monitor window.
For more information, see Process Monitor section in Configure Processing Modelling Framework Guide.