exp v2.0 spec

Extreme Processing (EXP)EXP v2.0 High-level Specification

Jacky ChiuPatrick McCormack

Bob FalkCarrie BoyleErwin Chiong

Integrated Business Solutions


• Evaluation Service – Queue Management – Document review & Matriculation – Automated Queue Policy redirection and Queue High-Priority reset – Rules engine configurable through Excel

• Enhanced UI– Update link: ability to update “Group As” data – SAC Forms: electronic forms for the appeal process– Queue Filtering: allowing managers to filter the queues (TBD if still needed)

• New Rules Engine– Switching LogiGEM to a more robust & flexible Jboss rules

• Enhanced Performance and Testing capabilities– Junit test

• Enhanced Kofax services– Intake batch classes for UOP

• Materials Tracking services– Campus Tracking Update: Informing external systems that a document has been

successfully deposited into eXp repository– File Pending: Confirming that all required documents have all been successfully

deposited into eXp repository and entered in OSIRIS. To be used to launch the matriculation process

• Collaboration (Stretch)– Creation of collaborative rooms– Linking of documents to collaboration rooms

What’s New with EXP v2.0


• Intake Admissions (a.k.a Pre-matriculation)–Processing transcripts & related documents

• AC Admissions (a.k.a File Pending monitoring)–Monitoring completeness applicant’s required documents

• AE Admissions (a.k.a Matriculation)–Admissions Folder processing –Processing PLAs

• Records Management–Processing Records documents–Rebuilding files–Processing Program changes–Processing New Programs

• SAC–Processing student appeals–SAC transactional forms

Applications for EXP v2.0


Process Designs from Business Analysts


Applications

IntakeAdmissions

(a.k.a pre-matriculation)

AC Admission (a.k.a Monitoring Process)

AE Admissions(a.k.a

matriculation)Records

ManagementStudentAppeals

Committee


Processing Transcripts


As Is – Folder Processing


As Is – Processing AACRs


As Is – Processing PLAs


As Is – Processing Axia Documents


As Is – Rebuilding Files


As Is – Processing Program Changes


As Is – Processing New Programs


As Is – Processing Records


As Is – Processing Student Appeals


SAC Form – Main Page


SAC Form – Main Page

General Form Re-entry Form Waiver Form

SAC Page


SAC: Student General Appeals Form

•Enabled attributes for Academic Processor to enter general appeal information


SAC: Manager Approval for General Appeals

•Enabled attributes for Manager’s approval


SAC Form – SAC Administrator

•Enabled attributes for SAC Administrator notes


SAC Form – Approver

•Enabled attributes for SAC Approvers. Depending on the type of appeal, the approval queues include the following:

• Axia Dean• CNSL Dean• DADM SAC• Doctorate Dean• DPMT SAC• EDU Dean• FINA Dean• GRAM Dean• CAS Dean• IS-T Dean• NUR Dean• PLA SAC• Registrar SAC• SAC Chair• UBAM Dean

•SAC decision is entered here


SAC Form – Student Re-entry Form

•Enabled attributes for Student to enter re-entry information:


SAC Form – Manager’s Re-Entry Form



SAC Form – SAC Admin Re-Entry Form

•Enabled attributes for SAC Administrator notes


SAC Form – Approver’s Re-Entry Form



•SAC decision is entered here


SAC Form – Initiator Waiver Form

•Enabled attributes for the initiator to enter waiver information:


SAC Form – Mgr’s Approval Waiver Form



SAC Form – Admin Waiver Form

•Enabled attributes for SAC Administrator


SAC Form – Approver’s Waiver Form




SAC Form – Appr’s Waiver Form (con’t)

•Enabled attributes for SAC Approvers.


Proposed Process Designs using EXP


Applications & UI

IntakeAdmissions

(a.k.a pre-matriculation)

AC Admission (a.k.a Monitoring Process)

AE Admissions(a.k.a

matriculation)Records

ManagementStudentAppeals

Committee

NMSR

Osiris

CT

WIN Osiris

CT

WIN Osiris

CT

WIN SACWIN

EXP

AdmissionWorkbench

(Entry)EXP EXP ? EXP EXP

AdmissionWorkbench(Evaluation)

AdmissionWorkbench

(Entry)

AdmissionWorkbench(Evaluation)

AdmissionWorkbench(Records)


• Apply to all input devices• Request for DocCode and ID input only• Load documents into the “Staging” folder• Input devices

– Kofax– DocSend – Webtop Import (Stretch)

Intake Process

Kofax

Webtop(Import)

Docsend

StagingFolder

TBO

Gateway workflow

DocCode:ID:

Documentum folder for all documents imported into DIBS

Submit

•Launch the gateway workflow•Attach object (ag_document) to workflow package (package 1)

•Create instance for ag_perm_data (package 2) and ag_transient_data (package 3) using object_name as the key


To Be – Processing Transcripts

Gateway workflowRelease Intake

Filing

OSIRISUpdate

Evaluation

Archive

Cleanup

Validation

•All transcripts a processed through the eXp Gateway

•The Doccode determine the tasks/services to be performed in the Gateway process

•Gathers information about the student from OSIRIS

•Stores the student information as part of the document

•Validates the Doccode and ID•Determines if the student already exist in the system

•Files the transcript into the appropriate folder location

OSRISQuery

•Informs OSIRIS/CT Workbench/IS3 that the transcript has been deposited in the eXp repository

•If transcript is not forwarded to Admissions it will be archived to eXp archive repository

•The transactional data used for processing will be purged from the system

•Transcript Processor will determine who will work on the transcript

•The transcript can be forwarded to:

• Admissions for matriculation• AE Additional Material• AE PLA Transcript• AE Axia Additional Material• AE International Material• AE International Axia

Additional Material•Each process will have a QA and QC step

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

NEWNEW

Doc Code = TRANSCRIPT

•Cherry Picking?: (to be finalized by Veronica)• Get Next Task• Queue pick list• Filter by attr.


To Be – Processing Related Documents


Filing

OSIRISUpdate

Evaluation

Archive

Cleanup

Validation







OSRISQuery

•Informs OSIRIS/CT Workbench/IS3 that the documents has been deposited in the eXp repository

•If document is not forwarded to Admissions it will be archived to eXp archive repository


•Depending on the type of Doccode, the document will be processed by specific queue

•Each process will have a QA and QC step

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

NEWNEW

Doc Code = TRANSCRIPT

•Cherry Picking?: (to be finalized by Veronica)• Get Next Task• Queue pick list• Filter by attr.


To Be – Processing AACR


Filing

FilePending

Evaluation

Archive

Cleanup

Validation







OSRISQuery

•Queries the Material’s Tracking application

•Determines if all documents required by the student have been submitted and filed



•Route to AACR queue•Each process will have a QA and QC step

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

NEW

NEW

Doc Code = AACRADMISSAPP


To Be – Processing PLA


Filing

FilePending

Validation







OSRISQuery



BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

NEW

Doc Code = PLAAPP

•Route to PLA queue•Each process will have a QA and QC stepEvaluation

Archive

Cleanup

•Content is archived to eXp archive repository


BASIC eXp

BASIC eXp


To Be – Processing Axia Pathways


Filing

FilePending

Validation







OSRISQuery



BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

NEW

Doc Code = AXPADMISSAPP

•Route to Axia Pathway queue•Each process will have a QA and QC stepEvaluation

Archive

Cleanup



BASIC eXp

BASIC eXp


To Be –Admission Folder Processing

Gateway workflow

Archive Cleanup

•To be triggered manually or through a job?

•Could be part of the entire process?

•Archive documents •The transactional data used for processing will be purged from the system

BASIC eXpBASIC eXp

FilePendingAdmission

Evaluation

•Query Materials Tracking to determine if the admissions package is complete to be processed

NEW

•Route the admission package queue


NEW

NEW


To Be – Combined Transcript, Doc, AACR, PLA & Admission Processing


Filing

OSIRISUpdate

Document Evaluation

Archive Cleanup

Validation







OSRISQuery

•Informs OSIRIS/CT Workbench/IS3 that the document has been deposited In the eXp repository

•Archive documents •The transactional data used for processing will be purged from the system

•Depending on the type of Doccode, the document will be processed by specific queue


BASIC eXp

BASIC eXp BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXpBASIC eXp

NEW

NEW

FilePendingAdmission

Evaluation

•Query Materials Tracking to determine if the admissions package is complete and ready for to be processed NEW

•Route the admission package queue


NEW

Manual is CT is not ready for automation

Manual is CT is not ready for automation


To Be – File Rebuild Processing


Filing

Validation







OSRISQuery

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

Doc Code = STDFILERBLD

•Route to RRS_FILE_REBUILD queues (sequentially)

• Application Evaluation• Application Evaluation PLA• Records Evaluation• Program Development


Evaluation

Archive

Cleanup



BASIC eXp

BASIC eXp


To Be – Program Change Processing


Filing

Validation







OSRISQuery

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

Doc Code = PROGRAMCHANGE

•Route to PROG_CHG_PROCESSOR queue


Evaluation

Archive

Cleanup



BASIC eXp

BASIC eXp


To Be – Program Addition Processing


Filing

Validation







OSRISQuery

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

Doc Code = PROGRAMADD

•Route to PROG_ADD_PROCESSOR queue•Each process will have a QA and QC step

Evaluation

Archive

Cleanup



BASIC eXp

BASIC eXp


To Be – Records Processing


Filing

Evaluation

Validation







OSRISQuery

•Depending on the type of Doccode, the document will be processed by specific queue:

• FERPARELEASE• STDINFOCHG• IRNSSNMERGE• STDDISCLTR


BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

NEW

Doc Code = FERPARELEASESTDINFOCHGIRNSSNMERGESTDDISCLTR

Archive

Cleanup


BASIC eXp


BASIC eXp


To Be – SAC Processing


Filing

Evaluation

Collaboration

Archive

Cleanup

Validation







OSRISQuery

•If the appeal requires additional collaboration, then this service is called

•Collaboration tasks for managing appeals that require Documentum Collaboration Services

•When the transaction is completed, the system archives to eXp archive repository


•Route to SAC•Each process will have a QA and QC step

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

NEW

NEW

Doc Code = SAC


Customizations and Configurations


Options:–Documentum Object Type

• Webtop UI for Business Analyst to update rules• eXp_rules (name to be finalized by IBS) object type• Create eXp_rules instances to represent rules for each type of service

(e.g. Gateway_rule, Filing rule, etc.)• Revise existing eXp workflows to use the Process Data Mapping activity

template instead of the Dynamic Web Services template• Create new eXp workflows with the Process Data Mapping activity

–Jboss Rules• Create web service using the Jboss Rules library• Allow Business Analyst to use Excel to update the rules• SEs will need to compile Excel into the Java readable format• Revise existing eXp workflows to point to the new Rules Web Service

New – Rules Engine


Start_evaluationStart

•Input DocCode & ID•Output:

• queue name (if review)• next task (Review, Priority reset, QA Policy)

Auto-Queuing

Review

RULESENGINE

•Package 1 (document object)•Package 2 (group object)•Package 3 (transient object)

•Reset priority if QA or QC step was the previous task

PriorityReset

•Queue management•Document review, matriculation, QA, or QC

•Determine QA policy

EXP – Queue Management

QA Policy

Next Observation pt

End

Review withno reject

Send to Task Owner

•Look for original task processor and send to the user’s inbox


Auto Queuing: Determines the next queue name– Input: Doccode, ID, and other parameters required to determine the queue

name–Process:

• Access from the Rules engine the queue name based on the input parameters. Here are some possible examples:

–Output: Queue name

New – Auto Queuing Web Service

Doccode=“TRANSCRIPT”Type=“AE International”Next_Step=“First Review”

Queue = “AE_Intl_Add_Mat”

Doccode=“TRANSCRIPT”Type=“AE International”Next_Step=“QA”QA_policy=“Yes”

Queue = “QA_Transcript”

Doccode=“TRANSCRIPT”Type=“AE International”Next_Step=“Reset priority”

Queue = “Reset Priority”


CT/Osiris Update: Informing external systems that a document has been successfully deposited into eXp repository– Input: None–Process:

• called from Documentum workflow• Data mapping of host name, field to trigger and other relevant data • CAS integration

–Output: a flag that indicates if a document for a specific IRN and Doccode has been successfully deposited into eXp repository. The flag will be used to map with the attribute that CT, Orisis, or other external systems will use for the same purpose.

New – CT/Orisis Update Web Service


File Pending: Confirming that all required documents documents have all been successfully deposited into eXp repository Web Service– Input: Checklist–Process:

• called from Documentum workflow• Data mapping of IRN, Doccode, school, and other relevant data with

apollo_document attributes • CAS integration

–Output: a flag that indicates if the packages are “complete” or “not complete”. The flag will be used to map with the attribute that the Materials Tracking application uses for the same purpose.

New – File Pending Web Service


SAC Form – Workflow


• apollo_document– Used to identify the document attributes

• ag_perm_data– Used to identify the logical folder attributes

• ag_transient_data– Used to orchestrate data between systems for a particular transaction. All

transient data will be treated as non-persistent objects.

Data Model


Type Name:apollo_documentSuper Type Name: dm_document (dm_sysobject)Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)Default Permission Set (acl_name): ag_default_document_acl

Data Model- ag_docment


Type Name:ag_perm_dataSuper Type Name: dm_document (dm_sysobject)Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)Default Permission Set (acl_name): ag_default_document_acl

Data Model- ag_data_folder


Type Name: ag_transient_dataSuper Type Name: dm_document (dm_sysobject)Default Group (acl_domain): docmadmin (ACL Owner = Repository Owner)Default Permission Set (acl_name): ag_default_document_acl

Data Model- ag_transient_data


Data Model- ag_transient_data


ACL

• ag_default_document_acl for apollo_document

• ag_staging_holding_acl for holding folder (dm_folder)

User/Group Permissions Extended Permissions

World None

Coordinator Write Run procedure, Change location, Change state

Viewer Read

User/Group Permissions Extended PermissionsWorld Read

Coordinator Write Run procedure, Change location, Change state


To Be – Admissions Folder for Filing


Filing

Archive

Cleanup

Validation







OSRISQuery



•Program information needs to be accessed

•The Program will need to be added to the folder hierarchy

IRN |---Admissions |----<program> (uop_program)

BASIC eXp

BASIC eXpBASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

BASIC eXp

NEW

Doc Code = AE Spanish FilesAE Intl Axia FilesAE Education FilesAE Nursing FilesAE FilesAE Axia Files

FilePending



NEW