Conversational Case- Based Reasoning Support for Business Process Management Barbara Weber, Univ. of...

Conversational Case-Based Reasoning Support

for Business Process Management

Barbara Weber, Univ. of Innsbruck

Werner Wild, Evolution Consulting

AAAI’05, 5-Nov-05 Slide 2

Overview

Motivation

Integrated Process Lifecycle Support

Overview

Performing Ad-hoc Changes Using CCBR

Deriving Evolutionary Changes

Case-Base Migration

Summary and Outlook


Motivation


Motivation

Growing interest in aligning information systems in a process-oriented way

Early attempts unsuccessful due to lack of flexibility

bypassing the system necessary

limited traceability

knowledge is lost, no reuse in similar situations


Example:Patient Treatment Process

Additional Lab Test

Patient suffers from diabetes

Patient is older than 40 years

Lab test

ExceptionDeliverreport

Enter order

Examinepatient

Make appointment

Prepare Patient

patData



Semantical knowledge about the reasons for and the context of the deviation are stored in the case-base

Lab test

Case-Base

Problem

Additional Test required

Question-Answer Pairs

Solution

Insert LabTest

Age? > 40Diabetes? Yes

Deliverreport

Enter order

Examinepatient

Make appointment

Prepare Patient

patData



Lab test

Exception

Case-BaseRetrieving similar cases

Reuse of solutions

Process User

Deliverreport

Enter order

Examinepatient

Make appointment

Prepare Patient

patData



Lab test

Exception

Diabetes

Deliverreport

Enter order

Examinepatient

Make appointment

Prepare Patient

patData

Enter order

Lab test

Examinepatient

Deliverreport

Make appointment

sc1: age > 40 diabetes =„yes“

Prepare Patient

patData

sc2: default


Integrated

Process Life Cycle Support

An Overview


Integrated Process Life Cycle Support

Examinepatient

Make appointm

ent

Enter

order

Inform patient

Make appointm

ent

Schema S:

Process Engineer

Create Process Type

Schema

A B C ED



Examinepatient

Make appointm

ent

Enter

order

Inform patient

Make appointm

ent

Schema S:

Process Engineer

Create Process Type

Schema

A B C ED

Inst

ant

iatio

n

Process Instance I

Process User

Proce

ss Exe

cutio

n



Examinepatient

Make appointm

ent

Enter

order

Inform patient

Make appointm

ent

Schema S:

Process Engineer

Create Process Type

Schema

A B C ED

Inst

ant

iatio

n

Process Instance I Proce

ss Exe

cutio

n

A B DC

Ad-hoc changed Process Instance I CCBR

Problem

Additional Test required


Solution

Insert LabTest

Age? > 40Diabetes? Yes

Change Process Instance

Process User



Examinepatient

Make appointm

ent

Enter

order

Inform patient

Make appointm

ent

Schema S:

Process Engineer

Create Process Type

Schema

A B C ED

Inst

ant

iatio

n

Proce

ss Exe

cutio

n

CCBR

Notify Process Engineer

Process Instance I

A B DC

Ad-hoc changed Process Instance I


Process User



Examinepatient

Make appointm

ent

Enter

order

Inform patient

Make appointm

ent

Schema S:

Process Engineer

Create Process Type

Schema

A B C ED

Inst

ant

iatio

n

Proce

ss Exe

cutio

n

CCBR

Notify Process Engineer

Change Proce

ss Typ

e Sch

ema

A B DX

C E

Schema S‘:

Process Instance I

A B DC

Ad-hoc changed Process Instance I


Process User


Integrated


Performing Ad-hoc Changes Using CCBR-Assistant


Case Representation

Represents an ad-hoc modification of one or more process instances

Consists of

a textual problem description

a set of question-answer pairs (reasons for and context of the deviation)

a solution part (set of change operations)


Adding a New Case

Title

Description


Question Answer

Patient has diabetes? Yes

What is the patient’s age? > 40

Actions

sInsert LabTest S, PreparePatient, Examine Patient

Operation Type Subject Parameters


Retrieving Similar Cases With CCBR

Rank questions

Problem description

Retrieve cases

Case Base

CCBR System

initiate CCBR dialog



Rank questions

Problem description

Retrieve cases

Case Base

CCBR System


Ranked questions



Rank questions

Problem description

Retrieve cases

Case Base

CCBR System

User

Ranked questions

Answer selected question




Retrieve cases

Case Base

CCBR System

Rank questions

Problem description

User


Ranked questions

Answer selected question

Ranked cases


Retrieving Similar Cases

Select Operation

Patient has diabetes?

What’s the patient’s age?

Question Answer

Yes

>40

Select Activity/Edge

Insert

LabTest

Case ID

1

Score

100%

Title

Perform lab test

Reputation Score

25

positive

Past 7 Days

25

PastMonth

30

Reputation Score: 25

Positive Feedback: 83%

Positive: 30

Negative: 5

Recent Ratings for Case 1:

Past 6Months

0

neutral 1 1 0

negative 2 5 0

Overall Ratings for Case 1:


Integrated





Enter order

Examinepatient

Deliverreport

Make appointment

Prepare Patient

Prepare Patient

Examinepatient

Make appointment

DeliverreportPrepare

PatientExaminepatient

Make appointment Prepare


Make appointment

Lab test

Process Instance I:

Enter order

Prepare Patient

Examinepatient

Make appointment

Lab test

Prepare Patient

Examinepatient

Make appointment

DeliverreportPrepare




Make appointment

Lab test

Process Instance I:

Enter order

Prepare Patient

Examinepatient

Make appointment

Lab test

Prepare Patient

Examinepatient

Make appointment

Deliverreport

Prepare Patient

Examinepatient



Make appointment

Lab test

Process Instance I:

Enter order

Prepare Patient

Examinepatient

Make appointment

Reuse Frequency

104


Question Answer

Patient has diabetes? Yes

What is the patient’s age? > 40

Actions

sInsert LabTest S, PreparePatient, Examine Patient

Operation Type Subject Parameters

Case ID 1

Title Lab test required

Reputation Score 104

Perform Process Type Changes

Lab test

Deliverpatient

Schema Version S := S(T,1)

Enter order

Lab test

Examinepatient

Deliverreport

Make appointment


Prepare Patient

patData patData

sc2: default

Process Engineer

Schema Version S‘ := S(T,2)

Process User


Integrated


Case-Base Migration


Migrating the Case-Base

Case-Base has to be migrated to a new version too

Cases whose solution part gets integrated into the new schema version are no longer needed

Only cases whose solution part is not reflected in the new schema version are migrated


Migrating the Case-Base

CCBR:

cb := cbT,1:

c1: (..., {sInsert(S, X, C, D)}), freqS(c1) = 48c2: (..., {sInsert(S, X, C, D)}), freqS(c2) = 23c3: (..., {sInsert(S, X, C, D)}), freqS(c3) = 33c4: (..., {sInsert(S, Y, A, B)}), freqS(c4) = 5c5: (..., {deleteAct(S, D)}), freqS(c5) = 60c6: (..., {deleteAct(S, E), sInsert(S, Y, A, B)}), freqS(c6) = 2

cb‘ := cbT,2:

Case-Base MigrationCase-Base Migration

T1 = {sInsert(S, X, C, E), deleteAct(S, D)} T2 = {deleteAct(S‘, F)}

Process Type Level:

Enter order

Examinepatient

Deliverreport

Make appointment

A C D EPrepare Patient

B

Schema Version S := S(T,1)

Enter order

Lab test

Examinepatient

Make appointment

A C

X

D E


Prepare Patient

B

patData patData

sc2: default

Schema Version S‘ := S(T,2)

Process Type Change T

c4: (..., {sInsert(S, Y, A, B)}), c5: (..., {deleteAct(S, D)})c6: (..., {deleteAct(S, E), sInsert(S, X, C, D)})

c7: (..., {sInsert(S, Y, A, B)})c8: (..., {deleteAct(S, B)})

c1, c2, c3 c4, c6c5c7, c8

dropped by process engineerautomatically transferredtransfered by process engineernew cases for instances based on S'

Migration

T = cInsert(S, Lab test, Prepare Patient, Examine Patient, sc1)


Summary and Outlook


Summary

Application of CCBR-Assistant to Process Management

Reduces the strict separation between build-time and run-time

Supports just-in-time updates to the process model

Allows for an agile approach to process management

Continuous Learning

handle modifications when they arise and memorize them for later reuse

quick incorporation of results of the learning process into process execution

continuously close the gap between the modeled and the observed execution behavior


Summary

Delays the precise modeling of business processes until

requirements are more clear

need for more details becomes obvious

clear business value can be identified (just-in-time modeling)

User Involvement

Process users are empowered to deviate from the predefined process model

User involvement when full automation is not feasible


Summary

Approach for the integrated process lifecycle support

support of ad-hoc changes

memorization and reuse of these changes

derivation of process type changes


Summary

CBRFlow

CCBR is used for supporting the reuse of ad-hoc changes

DLE (Dynamic Logic Engine)

DLE is a a user-friendly programming environment for domain experts (e.g., in the logistics industry), developed by the Austrian software company VISION-FLOW.

CCBR is used for the memorization and the reuse of knowledge about exceptions

ADEPT + CBRTool

CCBR for enabling integrated process lifecycle support

Implementation of an integrated prototype


Outlook

Security

Applications: Logistics Industry, Medical

Thanks for your attention!

Questions???

Date post:	14-Dec-2015
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