ibm forms value-add for ibm case manager customers

5/20/2018 IBM Forms Value-Add for IBM Case Manager Customers

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Integration of IBM Forms withIBM Case Manager

Overview & Demonstration


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2011 IBM Corporation

IBM Forms Integrated with IBM Case Manager

Delivers an intelligent form experience that enhances and simplifiesthe deliver of case!"ased sol#tions$

Process

IBM Case

Mgmt

People

Information

Offers advanced data capt#re capa"ilities within cases$$$ %ich #ser experience insideo#tside the firewall

Intelligent data entr in step & case pages

C#stomi'a"le widget!"ased interface

(ccessi"ilit and glo"alisation compliance

)eamless management of case properties

)ec#rit rich form filling experience

* Brings validated and secure information to the case.

* Provides a flexible and intelligent UX for displayingand updating case properties.

* Provides line-of business with a comprehensive set ofdata capture tools to rapidly deliver case-based

solutions.

* Empowers caseworers to extract more insight fromcase properties! enabling them to mae better andfaster decisions on cases.

* "hortens development time with out-of-the box

solutions and seamless form integration.


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IBM Forms Value

Comprehensive range of signing methodsavaila"le to protect transactions$

DigitalSignatures

DynamicExperience

DataValidation

+m"edded constraints and c#stomi'ed"#siness r#les eliminate data capt#re errors$

%ich ,- and r#les driven interactionincreases case management prod#ctivit$

SimpleIntegration

.e"!"ased architect#re ma/es enterpriseintegration & service extensions eas$

Platforms anguages

Ongoing O) & Browserss#pport /eeps o# competitive$

M#ltiling#al s#pportextends sol#tion reach$

IBM Forms !est"in"class features

rovides "est!in!class feat#res for case management sol#tions thatimprove how doc#ments are capt#red and case data is collected$

Business challenges managingcase content

#echnical challenges lin$ingto case data

Source% Forester&s Enterprise Content Management 'nline Sur(ey


4/14 2011 IBM Corporation

Integrating IBM Forms

%elease $0$0$2 of IBM orms expands s#pport "eond ile3etBMCM to now incl#de IBM Case Manager 4$1$

* IBM Forms Ser(erdelivers e!forms to we" "rowsers and providesa platform to integrate e!forms into case management applications$

5)PIis a collection of speciali'ed f#nctions that wor/ with e!forms$

5*e!form Ser(erprocesses -M6!"ased e!forms andgenerates 78M69)$

5ICM Integratorextends .e"form )erver capa"ilities tointeract directl with IBM Case Manager$

5P+ Integratorextends .e"form )erver capa"ilities to interactdirectl with ile3et BMCM$

* IBM Forms Designerprovides a complete .:)I.:; design

environment for creating e!forms$

* IBM Forms Vieweris a rich client that allows #sers to interact withe!forms online and offline$

) comprehensi(e setof e"form capa!ilitiescan !e integrated withCase Manager ,,,



IBM Forms Ser(er Integration

)eamlessl extends and a#tomates the management of case propertieswithin IBM Case Manager providing live interactionswith ICM transactions and events witho#t writing code$

* orms easil config#red to r#n within Case orm .idgetor modal dialogs?

5 On a step page as an attachment to a tas/$5 On a case page instead of a case data widget$

5 On an page within a modal dialog incl#ding?

5 )ing#lar and arra val#es

5

Choice lists5 Metadata logic re@#ired> max length etc=

* Completed forms are seamlessl saved within Content+ngine> this incl#des data> attachments and signat#res$

Case orm.idget

IBM Form

Case Manager .() rofile

File-et P+

)E . CE . PE

File-et P+

)E . CE . PE

*e! Browser

ICM Ser(er

IBM FormsSer(er " )PI

IBM Forms

Ser(er

Case Mgr ClientCase Mgr B#ilderB#s$ )pace.or/place -8



Form /endering 'ptions

IBM orms extends "#siness reach " operating seamlessl infront or "ehind the firewall$

* IBM orms can "e rendered as 78M6 on an .e"page or within the IBM orms Aiewer$

* IBM orms can "e rendered in the Case orm .idgetwithin ICM$

5 orm can "e viewed and edited5 Capt#red data persists

* IBM orms can "e rendered in the %eview Dialogwithin ICM$

5 )pecial read onl preview

* IBM orms can "e carried as a tas/ attachment withinICM$

5 orm moves across wor/flow steps

5 Case orm .idget loo/s for the attachment and opensthe form a#tomaticall

5 orm template and capt#red data persists

ICM )ol#tionage

ICM Ser(er

File-et P+

)E . CE . PE

File-et P+

)E . CE . PE

*e! 0 Case Management Ser(ers

IBM FormsSer(er

.e" (pplicationage

IBM Form

Browsers

*e! Ser(er

Case Case .() rofileorms )erver (I

+nterprise )ervicesorms )erver (I

IBM Form



Case Forms *idget

(n extensive range of feat#res are availa"le when IBM orms r#nswithin Case orms .idget$

* Aiew intelligent> high!fidelit forms

5 recision lao#t

5 Interactional & validation r#les

5 78M6 dialogs & images

* C#stomi'ed data capt#re

5 ields> ta"les> dropdowns> radio "#ttons> etc$5 ile attachments

5 M#ltiple signing methods

* Interact with case properties

5 Aiew properties

5 +dit properties

5 ,pdate change lists

* Interact with other case widgets #sing events

* Interact with external services within the form

* Interact with the form #sing 9ava)cript


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Illustration% IBM Forms rendered within ICM

(#tomatic or man#altas/ generation

Case properties can "einected into form template

Item validation r#lesapplied to case properties

+vent closes form &capt#res data

orm saved & retrieved

)elected form displaed in modal dialog

orm template displaed incase form widget

Dnamic & g#ided#ser experience


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Simple Form Integration

It is eas to create new forms> modif existing forms> and seamlesslintegrate them within a case management sol#tion$

* Drag & drop a#thoring tools ma/e it eas tocreate smart loo/ing forms$

* orm design wi'ards wal/ o# thro#gh theprocess of wiring we" services with forms$

* .ith #st a few clic/s IBM orms can "edeploed within IBM Case Manager$

* Config#ration tools simplif the o" of mappingform data with case properties$

* .idget management tools ma/e it eas to #seand save form doc#ments within a case$

* .e"!"ased tools ma/e wiring #p of widgets insol#tion pages eas$

IBM Form template

IBM Case Managersolution


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1ow the products wor$ together ,,,,

Creating 0 Deploying IBM Forms

* Intelligent> smart loo/ing form templates arecreated #sing the IBM orms Designer$

* orm data elements are assigned a casepropert name


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1ow the products wor$ together ,,,,

Integrating IBM Forms into a Solution

* ( case management sol#tion is created anddeploed #sing IBM Case Manger B#ilder$

* orm can "e part of a case$

5 Case orm .idget settings areconfig#red to open the desired form #singthe IBM Case Manager Client$

* orm can "e part of a step within a wor/flow$

5 orms are registered with attachments#sing IBM Case Manager Client or "

following a ro#nd trip process thatinvolves the ile3et rocess Designer$


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Simple Product Install

IBM Case Manager is installed first then IBM orms )erver is installed$

* IBM orms is installed separatel$

* IBM orms installer places integration code

and (I files into Case Manager directories$* IBM orms config#ration tas/s are f#ll

integrated into the Case Manager(dministration Client


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IBM Forms Capa!ilities Summary

.ith IBM Case Manager 4$1> IBM orms provides f#nctional paritfor all #se cases s#pported " eorms pl#s more$

* IBM orms provide "est!in!class data capt#re and rendering capa"ilities> which incl#des?

5 M#lti!step wi'ards

5 orm parts

5 Dnamic choice lists

5 +m"edded 78M6

5 ;lo"ali'ed formats> and adapta"le ,I "ased "ased on "rowser lang#age setting

5 #ll accessi"le

5 Mo"ile ta"let s#pport on (ndroid and iad devices

* IBM orms contain vis#ali'ation and validation controls that can "e "#ilt into a form orcalled externall$

* IBM orms maps data "ased on case propert name and allows data to persist$

* IBM orms reside within o"ect stores as persistent doc#ments$

* IBM orms can "e viewed and edited in the Case orm .idget$

* IBM orms can "e added to tas/ attachments$


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*rap 2p

IBM orms $0$0$2 integration with IBM Case Manager 4$1 providesthe a"ilit to @#ic/l and acc#ratel enter data into case files$

IBM Forms%

Can r#n inside or o#tside the firewall> capt#ringdata at the so#rce and instantl la#nch cases$

Can replace the standard case data view>providing a smarter and richer #ser interface fordata entr$

Can appear as a tas/ step attachmentc#stomi'ing data entr$

Can persist the form as a doc#ment within acase sol#tion$

Can appl "#siness r#les and deliver a sec#rit

rich form filling experience$

Can dnamicall interact with ICM transactionsand events " #sing o#t!of!the!"oxf#nctionalit$

ibm forms value-add for ibm case manager customers

Documents

ibm case managerdelivers

ibm forms designerprovides

ibm forms vieweris

ibm case manager customers

ibm orms

ibm forms sererdelivers

case management sol

case management applications