DRM 11.1.2.4 is here : DRG New Features

DRM 11.1.2.4 is here : DRG New Features
Data Relationship Management 11.1.2.4 New Features:

As promised Oracle has come up with more enhancements to the existing DRG ( Relationship Governance) workflows.

In this blog post, I will be discussing more about the DRG Workflow Model and Task enhancements.

Now we can do conditional Workflows, definitely a relief, especially for people who have spent more time in developing and testing workflows using the WDK/API,

Conditional Routing:

“You can configure a workflow model to conditionally alter the workflow path for individual requests. You can include or exclude particular workflow stages depending on whether request items have certain property values or if they fail certain validations. You can also separate request items that require different approvers and separate enrichment tasks into different requests to follow separate workflow paths.”

First impression, after providing a property criteria for the Condition and when I choose Enter Stage/Split Request Items, I was thinking why DRM is not providing me with an options to choose a Stage:-(

Realized:-)

the condition I have provided is for the current STAGE where I am right now, If the request satisfies the condition THEN only it enters this STAGE ELSE moves on to the next STAGE or Escalated.

Pic1:

Let’s consider Pic1 as Stage= Enrich, If the Account Type provided part of the Work Flow Request item equals to “Asset” then the request enters this Enrich Stage if we choose condition action as Enter Stage, otherwise it will simply skip this stage and gets assigned to the subsequent stage or get escalated.

Available conditional actions:

Enter Stage The request enters the STAGE If request items submitted by the requester satisfies the provided condition, if the condition is not met then the STAGE will be skipped and request get assigned to the next STAGE.

The issue is if we have multiple request items, irrespective of the condition met or not, the requests Enter this Stage, where as if we choose Split Request Items then the requests that met the condition only enters this STAGE and remaining will get assigned to the respective Conditional Stage or next Stage in the Governance process.

Note: We can do more complex conditional workflows, based on the requirement we may need to create multiple conditional stages.

Separation of Duties:

You can configure workflow stages to require a separate approving user who has not submitted or approved for any other stage in the request.

Pic 2:

Separation of dutes

For example, if we have the separation of duties checked on a Workflow stage part of workflow model configuration, then no user can claim the request stage if he/she has already participated in the other request stages Ex: Submit, Enrich, Approve.

Request Items from File:
You can load workflow request items from a flat file and add them to a request.
This is really useful when you wish to perform bulk requests,

Make sure you define the column header with the Task Property Name (or) Custom label,

You can have the file columns in any order but make sure the Header matches either the
Property Name or label.

To define a custom label and Instructions for each individual properties,

1. Open the Workflow Task

New Financial Account – Workflow Task
2. Select the respective property and click on the Pencil to provide the Label and Help text ( instructions)

Custom Label and Property Instructions

3. Prepare the sample data file.

Sample File – Tab Delimited
4. Login as End User ( Submitter) to create a new request.
Create a new request

5. Select Load request items to load the request details from the file.
Load Request Items

6. Once successfully loaded, validate and submit.
Loaded the file and Validated.

Request Attachments:
You can add attachments to a workflow request to justify changes or explain an action that was taken. Attachments can be viewed and downloaded by request participants.

We can now add the attachments to the request to provide more details to the governing committee ( approvers), DRG supports files up to 8 MB.

If you Hit submit, the Request Title bar appears and the request get submitted upon providing a Title directly instead of making the other TAB’s available,

Hence, make sure you Save/Validate/Calculate in order to add Attachments, Comments or to view the Participants and Activity,

Save to see Attachments and Comments

Request Auditing:
You can view the final approver for a request in the transaction history. Transaction detail provides audit information for the request including the responsible user.

**I couldn’t find it in the Transaction history table and also while doing an Audit for the Transactions, will update once I get a solution for it.

Improved Handling of Request Exceptions:

  • Submitters may withdraw a request : Currently not available, need to check in the latest Patch.**
  • Commit users may access escalations along with Data Managers
  • Escalation users can advance the request for any stage
  • Data Manager role may unclaim any inflight request and delete any request that has not been committed.

Workflow Request Page Improvements:

  • Tabbed layout for easy access to request content
  • Show/hide control for task label and instructions
  • Task property instructions
  • Custom property labels by task
  • Filter hierarchies by task
  • Splitter to view more items or details

– See more at: http://www.trendingthoughts.com/blog/2015/03/21/drm-11124-is-here-drg-new-features#sthash.L7AL9vG1.dpuf

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