Copyright OASIS, 2004 EPR Team Dan Pattyn / David Webber / Hans Aanesen [email protected]...

Copyright OASIS, 2004

EPR Team Dan Pattyn /

David Webber /Hans Aanesen

[email protected]@drrw.net

Draft, September 2004 Discussion document from OASIS BCM/EPR TC/SC

OASIS EPR - Electronic ProcessingOASIS EPR - Electronic ProcessingOASIS EPR - Electronic ProcessingOASIS EPR - Electronic Processing

Solutions for e-Service Systems within the EUSolutions for e-Service Systems within the EU


The EU Vision and Challenges The EU faces many challenges in meeting

the goals articulated by the eTen program and its vision.

With 25 member states, how can a common interoperable infrastructure be put in place that is easy for its citizens to adopt, based on open standards and develops real e-Service community solutions for government and business deployments?

EPR focus area – enabling community health services

http://europa.eu.int/information_society/activities/eten/index_en.htm

http://europa.eu.int/information_society/programmes/eten/about/themes/index_en.htm


Agenda Understanding the Problem

Overview of e-Healthcare challenges

What work is in progress today?

Overview of EPR approach

Architecture and Components

Opportunity Summary


Healthcare Services across EU Challenge – how to provide services that

match the mobility of workers and travellers in Europe – providing access anywhere in the EU

Member countries are implementing healthcare identity card systems and registries

How can citizens protect their own rights while participating in such government run systems?

Can identity card systems provide a broader set of technology enabled open and wired mechanisms that empower citizens in a free society?


•Mandatory data:•administrative data

•co-payment status

•electronic prescription

•services in other EU member states (EHIC)

•Voluntary data:•drug documentation

•emergency medical data

•patient receipt

•electronic patient record

•patient‘s own data storage area, etc.

Approach to Modernization of the Health Care System

This is only a fragment ofwhat can be achieved with addition of EPR concepts -including BizID, XDS, and Digital Bags…

Example - Electronic Health Card in Germany


More examples Norway – AltInn Registry

Brønnøysund registry center e-Services to citizens

Austria – IKT Strategy UK – e-GIF More European Efforts – IT, FI, BE, SE, ES...


Austria – Citizen Card Realization


Local Authorities

Departmental Systems

Other Public sector systems

Central Infrastructure

Interoperable Government Systems

GSI

Government Gateway

Private Sector Portals

directgov

Multiple Access Channels

DTV Mobile Call PC

Citizens & Business

e-G

IF &

Secu

rity

polic

ies &

sta

nd

ard

s

Secure Intranet

Front Office – Direct Transactional Services

Open Source

Local Authority Portals

UK UK ApproachApproachUK UK ApproachApproach


More Citizen cards in Europe


Europe IDA objective

IDA II expiring on December 2004

IDABC (2005-2009):

“Interoperable Delivery of pan-European e-Government services to public Administration, Business and Citizens”

EIF: European Interoperability Framework“a set of standards and guidelines which describe the way in

which organisations have agreed, or should agree, to interact with each other” complementing national interoperability guidance by focusing on pan-European dimension

eLink: middleware to support data exchangeG2G / G2C / G2B, Peer-to-peer / one to many, #information flows


What do citizens really want? Control over access to their information

Audit tracking log Controls to block access Ability to choose local private service providers

to host their registry of information Can use BizID system for daily life and

personae - eg: business, school, internet, health, sports team, banking, travel, friends…

Ability to create profiles to match – eg: travel – airline, hotel, car rental information

Integration of finances to make e-Accounting work seamlessly – eg business expenses


Cross-Enterprise Service Centric Digitization

Transaction Centric Digitization of Simple Task & Processes

Process Re-Engineering

Process Improvement

Value Co-Creation via Customer Centric Collaboration

Extreme Mobility Infrastructure

Occasionally Connected Application

Wearable Computing

Technology Challenges


Is there a better way to business process and information integration than the traditional IT approaches?

Overview of EPR ApproachOverview of EPR Approach


Traditional Approach ETL EAI UML Data warehouse B2B + electronic commerce

New Holistic Approach Service Oriented Architecture Business-centric models Context driven environment Semantic vocabularies and ontologies Leverage XML

Paradigm Shift


Interactivemodels

Conventionalmodels

A New Approach to Software Engineering

AnalysisSpecification

Design

Coding

Test

Maintenance

Developers

Adaptation, integrationInstallation

Use

Needs

Requirements

Procurement

BusinessUsers


Interactive Models Models applied at runtime

Controls the behaviour of the system Available to users for modification Rule Tailoring Ensures task / data quality

Examples Workflow Ontologies Product models Information retrieval

Interactive model

T o o ls

In form ationR esou rces

P r o c e ss

O r g a n isa t io n


Creating Agile Information Solutions

Voca bula r ie s

Ev e nts

W orkflow

W ordprocessor

Spreadsheet

Outliner

Da i ly P ro c e du re s P e r io d -E nd P ro c e dure s F ina nc ia l R e po r t ing P ro c e du re s

W ork O rder

P repareS ource

Docum entP os t

Journals ,Ledg ers

P repareJournalVoucher

Journal V oucher

Pos t G eneralLedg er

Journal V oucher

O btain AccountB alances for

W orksheet

W orksheet

P repareT ria l

B alance

T rial B alance

Analyze A ccountBalances. P repare

A djus ting E ntriesand Adjus ted T rial

B alance

Journal V oucherP os tG eneral

Ledg er

Journal V oucherA djus tableT rial B ar

P repareF inanc ial

S tatem ents

F inanc ialS tatem ents

O btain P os t

C lo s in g T ria lBalance

P ost C los ing T B

J.V . F ile

Journal V oucherPos tG eneral

Ledg er

Journal V oucher

P repare

C lo s ingEntries andPos t to GL

Tabulations

Artifacts

Exam ples:PowerpointGraphics toolHTML fram es

Models

Co lla bora tionA gre e m e nt ( CPA )

Pattern(s)

Com m unity ofInterest

Docum e nts

Rule s

Transactions

Exam ples:Graphics toolCASE toolStructure Tool

Exam ples:WordOpen OfficeDocum ent tool

Exam ples:ExcelLotusHTML tables

Collaboration

Cla ss ifi ca tions

Vocabularies

Exam ples:RegistryLotus NotesHTML / PortalsGroove

Step 2 :

Build Templates with Familiar Business Tools

Eve n tsR u le s

T ran sa ctionT ran sa ction

Sch e maSch e ma

C o n tra ctC o n tra ctA g reem en t P a ttern

W o rk f lo wW o rk f lo wM o d elin g &B u sin ess P a ttern s

req u est

p ro ce ss

req u est

p ro ce ss

respo n se

p ro ce ss

re je ct

a cce p tp ro p ose

co u n te r

E x cha n g eE x cha n g e

S p e cif ica tio nS p e cif ica tio nM o d el & S ch em a s

N o u ns

Ve rb sT ran sp o rt

R o le sC o n ce p tC o n ce p tR eg istry

Tem

plat

eT

empl

ate --

driv

endr

iven

B u s in e s s G o a lsB u s in e s s G o a lsG o a l P a ttern

CAM templateAssemb ly

C o n te xt

Step 3 :

Deploy with DeclarativeComponent Operations

Business Layer

Conceptual Layer

Business Drivers: Model / Process / ConstraintsTarget Constructs & Patterns Target Constructs & Patterns

Implementation Layer

Physical - Message & PresentationPhysical - Message & Presentation

Extension Layer

Contract -Collaboration Partner Specific Constraints

Pub

lish

Baseline Specification per CoIBaseline Specification per CoI

Concepts in OntologyConcepts in Ontology

Business Goals

Frameworks & Standards

Legacy

Authoritative Sources

1

2

3

4

Step 1 :

Use Layers to Define Business Needs

While Referencing the Information Architecture


Solution ArchitectureTemplates -

Capture Business Process Context details

Reference – Domain Ontology and

Semantic Information

References

Generate – XML artifacts that drive the

implementation components

Creates

Technology – Implementation

components

Runs

Processes – state management,

linking and switchingIntegration – legacy system interactions

Tracks

Portal – user interfacedynamically configured

Enables


EPR Uses Workcards as a GUI Metaphor

Participant and Context Based Architecture – using BizID

Participant can be:1. Traditional User2. Machine or Device acting

as a Proxy for a User

Environmental Context dynamically modifies Declarative Display Metaphor


Networked devices

Workcards adapt to user environment

http://www.nokia.com/nokia/0,6771,47550,00.html

http://www.nokia.com/nokia/0,,33210,00.html


How do you put this all together?

Action Event

InformationRuleWhatWhy

How When

Where / Who Where / Who Where / Who

Action Event


How When

Action Event


How When


Setting the Scene A couple of relevant documents:

EPR executive overview - http://eprforum.org/EPR%20Executive%20Overview.pdf

XDS specification - http://www.rsna.org/IHE/tf/IHE_ITI_Cross-enterprise_Doc_Sharing_2004_08-15.pdf

Scenario – tracking patient e-Services

across a wide network of care providers and facilities. Now read on….

http://eprforum.org/EPR%20Executive%20Overview.pdf

http://eprforum.org/EPR%20Executive%20Overview.pdf

http://www.rsna.org/IHE/tf/IHE_ITI_Cross-enterprise_Doc_Sharing_2004_08-15.pdf

http://www.rsna.org/IHE/tf/IHE_ITI_Cross-enterprise_Doc_Sharing_2004_08-15.pdf


Information

Example: Medtronic CareLink Patient Co-Creation Experience

Primary DoctorMedical

SpecialistsPatients with

Similar Condition

Pacemaker Manufacturer

Emergency Services

Doctor on Call at Out-of-Town

Hospital

Scan and Diagnostics

Clinic

Source: The Future of Competition, Figure 1-1, Page 9

Patient

Semantics


Social Network Aspects

Home Dialysis Equipment

ProcessServices

Collaboration Services

Digital Bag

Metadata Services

Digital Bag

Digital Bag Digital Bag


ProcessServices

Digital Bag

Metadata Services



ProcessServices

Digital Bag

Metadata Services


Social Network

Primary Care Physician Social Worker


The Digital Bag – providing nomadic connectivity A Digital Bag is an architectural model for a

universal nomadic work object that maintains data, process and work context independently from any one system.

In technical terms, a Digital Bag is a compound XML document that exists independently from all applications, persistent data stores and processing technologies.

Ability to locate digital bag and also audit access and secure it (BizID federated registry services)


Commitment Pattern Template

Request Dialysis

Accept Alter

Accept

Contract Patterns - Agreement Patterns - Commitment Patterns

Send AgentPrimary Care Physician

Receive AgentDialysis Clinic

Action Event

Information RuleWhat Why

How When

Two Hours from Receipt of Request

ResponseByDate

Priority: UrgentPriority

Friday 4 Apr 04 2 pmProvisional Schedule

Dialysis TreatmentTask

Dialysis TreatmentRequest

Priority: Urgent

Friday 4 Apr 04 2 pm

Accepted Schedule


Dialysis TreatmentAccept

ActionEvent


HowWhen

Priority: UrgentProposed New Schedule

Friday 4 Apr 04 2 pm

Accepted Schedule


Dialysis TreatmentAlter


Open Implementation Framework Services for Occasionally Connected Applications

Where / Who

Action Event


How When

Action Event


How WhenService Oriented

Open Implementation Framework

(Autonomous Portal Agent)

Where / Who

ProcessServices


Digital Bag

Metadata Services

Digital BagDigital Bag


Motivation Time People

Specifications Schema

Workflow

Contract

Directory S

ervices

Presentation

Artifact relationships

Data/Codes Services/Functions Network

Source: BCM Lubash Pyramid

Core Components

Core Components WSDLWSDL

XFormsXForms

TransportRouting, Packaging

TransportRouting, Packaging

Collaboration PartnerAgreements- CPA

Collaboration PartnerAgreements- CPA

MSHSOAP

MSHSOAP

MessagesMessages

RolesRoles

Collaboration PartnerProfiles - CPP

Collaboration PartnerProfiles - CPP

NounsNouns

EventsEvents

Digital Bag

RulesRules

VerbsVerbs

Content Assembly Mechanism - CAM

Content Assembly Mechanism - CAM

BP SpecificationBP Specification

ProcessProcess

Semantic Interoperability Component Stack


Now how do we make this work using OASIS specifications today?

XDS, Registry, jCAM, EPR, XACML, SAML…


Digital Bag Flow Overview

context

Pe rs o n a e

BizID

D ig ital B ag

Business Server

FederatedRegistryServer(s)

Queries

Info rm atio nP ro f ile s

business usecases

B u s in e s sA pplica t io n

Pro f ile s

Formattedresult sets

Form attingInstructions

B u s in e s sUs e r / A pplica t io n

resides on

1

2

3

4

5

finger prints

foot prints

blue prints

com partm ents

folders


Processing Details – BizID folders

context

Pe rs o n a e

BizIDus-m yid-openus-secret-41k %us-school-4412us-health-4412

D ig ital B ag

Business Server

Queries

Info rm atio nP ro f ile s

A ctivity A rchive


1

2 finger prints

fo lders

supplementalcontent

link to

pouches

SecureDigital Bag

XACM L /SAM Lpouches

link


Processing Details – Blue Prints and Footprints

d ig ita l bagupda tes

D ig ital B ag

Info rm ationP ro f ile s

business usecases

XM L

XF orm s

x htm l


Pro f ile s

A ctivity A rchive



context


3

6

foot prints

blue prints

folders

supplementalcontent

link to

jCAMengine

also validate


Processing Details – XDS Components Detail

context

D ig ital B ag

Business Server


SecureDigital Bag

Queries


XACM L /SAM L

uses XDSinterfacing



resides on

1

3

4

6

5foot prints

blue prints

com partm ents

pouches

folders

link

jC A Mengine

finger prints

A ctivity A rchive

usesebXM LRegistryfoundation

Registry

Interface Life CycleManager

QueryManager

SecurityManager

PersistenceManager

Authentication

Authorization

Soap

RepositoryDatabase with RIM

RegistryObjects

OrganizationExtrinsicObjects

BPSS, CPA, CC


Component Architecture Overview

context

Pe rs o n a e

BizIDus-m yid-openus-secret-41k %us-school-4412us-health-4412

D ig ital B ag

Business Server


SecureDigital Bag

Queries


business usecases

XM L

XF orm s

x htm l

XACM L /SAM L

uses XDSinterfacing


Pro f ile s

A ctivity A rchive



context


resides on

1

2

3

4

6

5

finger prints

foot prints

blue prints

com partm ents

pouches

folders

supplementalcontent

link to

link

jC A Mengine


Implementation Planning Leverage existing XDS work and

prototypes and add enhanced digital bag and jCAM features – Q1 2005

Leverage new ebXML registry V3 feature set

Design digital bag supporting XML mechanisms

Test in simulated environment


Opportunity SummaryOpportunity Summary

Reviewing approach and next steps


Summary of Opportunities Service facing solutions in front of legacy systems Providing:

context driven user work flows with business rule management

helper agent interface components with ontologies Leverage XDS to provide secure access to information dynamic context driven information integration (CAM) digital bags with citizen registry and collaboration

smartcards / BizIDs Linking and switching statements, tracking and decision

control leveraging ebXML and web service components delivery to mobile network devices


Next Steps Work needed:

Formal Publication of OASIS Specification on EPR

Continue development of EPR application (eprAPL)

Library of EPR templates by industry Integration with OASIS Registry semantics Integration with XDS, jCAM and EPR Publishing of initial open source

implementation


Get involved in OASIS BCM / EPR Download the specs from

www.oasis-open.org Encourage your industry group to adopt

BCM / EPR templates for their standards Specify BCM-compliance from providers Consider joining OASIS and BCM / eGov

TCs Consider joining EPRforum.org Consider funding a pathfinder project

http://www.oasis-open.org/


Acknowledgements This presentation would not be possible without

the unstinting efforts of the OASIS BCM team members, the OASIS BPSS team and support from the EPRforum members here in Norway.

These slides are a culmination of materials from over a dozen presentations and sources representing many hundreds of hours of work.

The momentum now building is exciting and we look forward to realizing the vision here to enable better societies through the exploitation of electronic network technologies.


www.eprforum.org

www.oasis-open.org

Copyright OASIS, 2004 EPR Team Dan Pattyn / David Webber / Hans Aanesen [email protected]...

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