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Objectives

You will create the “Request for financing” BPMN process and use the basic constructs of the BPMN model type to define the process flow. You will publish this model and check the result in the Published content app.

Steps

 1. Create model app

  • Open the Create model app.
  • Enter “Request for financing” as model name, leave “Content” as group and select the BPMN process for the model type.
  • The model “Request for financing” opens in design mode (new browser tab).

2. “Request for financing” model in design mode

Create the constructs of the process by selecting the symbols from the symbols window.

i.  Create a pool object and name it “Request for financing”.

ii. Create a role lane object and place it inside the pool object. Automatically, a second role lane is   added. Name the role lanes “Customer advisor” and “Customer service admin employee”.

iii. On the “Customer advisor” role lane, place a start event and name it “Financing request received”.

iv. Continue the process flow using the smart modeling features (blue plus icons around the selected symbol): from the start event, create a connected task and name it “Provide credit calculation” (on the “Customer advisor” role lane).

v. Create a task and place it on the “Customer service admin employee” role lane. Name it "Perform initial credit check”. Design the connection between the tasks “Provide credit calculation” and “Perform initial credit check”.

vi. From the “Perform initial credit check” task, create a connected gateway (on the “Customer service admin employee” role lane).

vii. From the gateway, create

  1. an end event and name it “Credit check failed” (on the “Customer service admin employee” role lane).
  2. a connected task “Enter customers financial data” (on the “Customer service admin employee” role lane).

viii. Create a task and place it on the “Customer advisor” role lane. Name it “Print financing documents”. Design the connection between the tasks “Enter customers financial data” and “Print financing documents”.

ix. From the task “Print financing documents”, create a connected task “Sign financing contract” (on the “Customer advisor” role lane).

x. From the task “Sign financing contract”, create an end event (on the “Customer advisor” role lane).

xi. Save and publish the model. Hint: before publishing content it is also possible to verify the published model using the preview functionality.

xii. Close the browser tab of the “Request for financing” model (design mode).

3. Published content app

  • Open the published content app.
  • Select the “Request for financing” process model (available at the first level of the navigation groups) and review the content.