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Federated Case Management In Pega 7 

11/12/2016

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Federated Case Management (FCM) enables you to connect version 6.3 and 7.1 PRPC applications. Users in a federation (a group of applications connected by FCM) work in their local application portal, which can display cases and assignments from other applications in the federation. It uses Internet Application Composer (IAC) for intersystem communications. Each local application processes and maintains its own cases and data, and publishes data to a centralized database, the Federated Case Management Repository (FCMR).

Users in a federation (a group of applications connected by FCM) work in their local application portal, which can display cases and assignments from other applications in the federation. Each local application processes and maintains its own cases and data, and publishes data to a centralized database, the Federated Case Management Repository (FCMR).
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In a federated system, the terms local and remote are relative to a specific user and to a specific case. Each user on a federated system logs into a single application, his or her local application. Remote cases (that is, cases in other applications within the federation) can be created, viewed, and worked on from within the user’s local application portal. No re-design of any application’s user interfaces is required. FCM enables users to create, view, and work on remote cases of that type from within the local application portal as though they were local cases, even though all processing for each case still occurs in its local application, and all of the data related to each case is still stored in its local application’s database. The diagram below illustrates an example in which a user logged into the CPM-FS application will be able to create, view, and work on DisputeTransaction cases in a separate application, SmartDispute.
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In practice, the distinction between local and remote cases is irrelevant to the user. The FCMR consolidates work items and makes them available to all users in the federation. Users generally need not know the source of a case or assignment. All work performed on a case occurs in its local application, and all data for a case is stored in its local application’s database.
The FCMR contains class tables for federated versions of key PRPC classes, e.g. Work-Federated and Assign-Worklist-Federated. Instances of the federated classes serve as lightweight pointers to class instances residing in a federation’s local application databases.
To make publishing data to the FCMR as efficient as possible, federated classes in the repository contain no BLOB fields, only a handful of key properties such as ID and status needed to identify and open each case in its local application. The full data for a case resides in only one place, its local application database, and all processing for that case occurs within its local application, even when that processing is being done by a user within a remote application portal.
For information about setting up FCM, see the PDN article Setting up and configuring Federated Case Management.
FCM Limitations:
  • Only top-level case types can be made available as remote cases.
  • Some PRPC features, such as bulk processing and search and standard reports shipped with PRPC, do not operate on remote cases.
  • As with local cases, users can only work on remote cases that are not locked by users on other systems.
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