EPR Electronic Processes Makes Solutions for e-Service

EPR – Electronic Processes Makes Solutions for e-Service Systems within the EU Draft, October 2004 Discussion document from OASIS BCM/EPR TC/SC EPR Team n Dan Pattyn / David Webber / Hans Aanesen n n Copyright OASIS, 2004 Dan. Pattyn@austin. rr. com n david@drrw. net n hans@iti. as

The EU Vision and Challenges n n The EU faces many challenges in meeting the goals articulated by the e. Ten 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? Copyright OASIS, 2004

What is EPR? n n n Focused on e-Service front-office solutions in a distributed collaborative world Leverages model driven contextual templates and XML to empower end-users to manage and configure services Holistic approach that treats users as customers and empowers them to own and securely manage their information and profiles Uses a compelling and simple folder metaphor for tasks, events, workflow, documents and reporting Designed for next-generation e-Services with support for mobile computing devices and wireless environments Open standards based leveraging OASIS eb. XML, BCM architecture and Web service components Copyright OASIS, 2004

Agenda n Understanding the Problem l l What work is in progress today? l n Overview of e-Service challenges Focus on e-Healthcare Overview of EPR approach l n Architecture and Components Opportunity Summary l EPR and XDS providing e-Service foundation for EU using OASIS technologies Copyright OASIS, 2004

Healthcare e-Services across EU n n 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 connected mechanisms that empower citizens in a free society? Copyright OASIS, 2004

Example of e-Services (Source: presentation by Austrian government to workshop in Copyright OASIS, 2004

What do citizens really want? n Control over access to their information l l l Audit tracking log Controls to block access Ability to choose local private service providers to host their registry of information Copyright OASIS, 2004

What do citizens really need? n Ability to manage and automate daily tasks l l l Can use an open system for daily life and personas - 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 Copyright OASIS, 2004

Example Registry - Norway n Norway – Alt. Inn Registry l Brønnøysund registry center Liabilities and titles in mortgaged movable property n More than 280, 000 business enterprises n More than 1, 300, 000 annual accounts and auditor's reports of limited companies n Bankruptcies and compulsory liquidations n Approximately 200, 000 marriage settlements n l e-Services to citizens Copyright OASIS, 2004

Electronic Health Card in Germany Approach to Modernization of t Health Care System • 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 How does this compare patient record • patient‘s own data storage area, etc. to EPR – ISR profiles? Copyright OASIS, 2004

Europe IDA objective Can this use the OASIS XDS IDABC (2005 -2009): work? ? ? “Interoperable Delivery of pan-European IDA II expiring on December 2004 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 e. Link: middleware to support data exchange G 2 G / G 2 C / G 2 B, Peer-to-peer / one to many, #information flows Copyright OASIS, 2004

E-Government – Direct Transactional Services UK Approach Citizens & Business DTV Mobile Multiple Access Channels Call PC Private Sector Portals e-GIF & Security policies & standards Central Infrastructure Local Authority Portals directgov Government Gateway GSI Secure Intranet Local Authorities Departmental Systems Other Public sector systems GSI gives guideline s only Possible EPR adopter? Interoperable Government Systems Copyright OASIS, 2004

Technology Challenges Community and Customer Centric Cross-Enterprise Service Centric e-Services Digitization Extreme Mobility Transaction Centric Infrastructure Digitization of Simple Occasionally Task & Processes Connected Application Process Wearable Computing Re-Engineering Process Improvement Copyright OASIS, 2004

Overview of EPR Approach n Is there a better way to business process and information integration than the traditional IT approaches? Copyright OASIS, 2004

Paradigm Shift n Traditional Approach l l l n ETL (Extract Transform & Load) EAI (Enterprise Application Integration) UML (Unified Modeling Language) Data warehouse B 2 B + electronic commerce New Holistic Approach l l l Service Oriented Architecture Business-centric models Context driven environment Semantic vocabularies and ontologies Leverage XML Copyright OASIS, 2004

A New Approach to Software Engineering Conventional models Developers Analysis Specification Design Test Maintenance Coding Installation Procurement Service & Business Users Adaptation, integration Use Requirements Needs Interactive models Copyright OASIS, 2004

How do you put this all together? Where / Who Action How Information What Where / Who Event When Rule Why Event When Action How Information What Event When Rule Why Copyright OASIS, 2004

EPR uses Interactive Models n Models applied at runtime l l Controls the behaviour of the system Available to users for modification Rule Tailoring Ensures task / data quality Copyright OASIS, 2004

EPR Uses Workcards as a GUI Metaphor Participant and Context Based Architecture – Participant can be: 1. Traditional User 2. Machine or Device acting as a Proxy for a User Environmental Context dynamically modifies the Display details and options Copyright OASIS, 2004

Workcards adapt to user environment Networked devices Copyright OASIS, 2004

How Roles and EPR Folders Work Service Portal – Citizen / Service Agent facing EPR Folder Container Single Sign-On (XDS) portal: Role Service User. ID + Arbeidsmappe Workingny bruker eller ny process ) Folder Arbeidsmappe ( Opprettes når Contain everythingnår ny bruker in real time work. ( Opprettes a user needs eller ny process ) All Working Folders are divided into phases Related to progress. Steering card phase Steering Cards: Dokumentkort Workflow card Dokumentkortog Styrer tilgang blankett. Content tiltiltilblankett-og Dokumentkortog Styrer tilgangcard Styrer tilgang blankett- og dokumentmaler samt arkiverte Styrer tilgang til blankett- Handlestilgang til blankett- og dokumentmaler samt the Styrer and organize allarkiverte dokumentmaler samt arkiverte Support to Manage work Dokumenter. dokumentmaler samt arkiverte Documents, Drawings, Dokumenter. process and business logic. dokumentmaler samt arkiverte Dokumenter. Audio-files, Video-files, (Rule Controlled Process Flow) Dokumenter. Condition Monitoring data etc in the folder. Dokumentkort og Styrer tilgang til blankett. Work card Dokumentkort og Styrer tilgang til blankett- og dokumentmaler samt arkiverte Styrer tilgang til blankett- og dokumentmaler samt og (Service blankett. Styrer tilgang tilcard)arkiverte dokumentmaler samt arkiverte Dokumenter. dokumentmaler samt arkiverte Def. of physical instructions Dokumenter. in a working process. Includes inspection and reports. Steering Card functions Copyright OASIS, 2004

Example – e-Healthcare Pattern Send Agent Receive Agent Primary Care Physician Treatment Clinic Alter Accept - Agreement Patterns Accept Request Dialysis Contract Patterns - Commitment Patterns Alter How When Action Event Information Rule What Why When How Event Action Rule Information Why What Dialysis Treatment Task Dialysis Treatment Accepted Schedule Friday 4 Apr 04 2 pm Proposed New Schedule Priority: Urgent Request Dialysis Treatment Accept Dialysis Treatment Task Dialysis Treatment Provisional Schedule Friday 4 Apr 04 2 pm Accepted Schedule Friday 4 Apr 04 2 pm Priority: Urgent Response. By. D ate Two Hours from Receipt of Request Priority: Urgent Copyright OASIS, 2004

Where OASIS XDS fits – Managing Information Collaboration Services Digital Bag How Action Information What Where / Who When Event Rule Why Digital Bag Process Services Digital Bag Metadata Services Service Oriented Open Implementation Framework (Autonomous Portal Agent) How Action Information What When Event Rule Why Where / Who (For EPR the digital bag = ISR) Copyright OASIS, 2004

Example Deployment Configuration EPR Application Server using XDS registry for backend information management Copyright OASIS, 2004

The Extended EPR Factory Overview BROWSERS: IV: Citizens and Customers/Suppliers: Info. Part & Service Part III: Adm. and Service workers: FACTORY DESIGN TOOLS: Business managers using EPR-tools based on OASIS BCM / CAM methodology Work Folders with info. and Help Tools Service Part I: Folder Constructors: Construction of new folder employments Generate Folder Container defining Roles, Workflow, Job instructions Service Part HTML Super Structure SERVICE PORTALS: ( TCP/IP networkig ) EPR engine m/ ”epr. XML” Core WS Templates. Systems in Legacy with different Business logic ( Security Domains ) Registry Service Catalog WSDL Connection New WS’s WSDL META model specifications II: Portal & Systemdevelopers: SOAP/eb. MS Message Exchange Programming of Portal- and Legacy Systems with WS interfacing (WSDL modeling) XML XML . NET, ONE, WEBSphere, my. SAP. XML Copyright OASIS, 2004

Opportunity Summary n n Now how do we make this work using OASIS specifications today? XDS, Registry, j. CAM, EPR, XACML, SAML… Copyright OASIS, 2004

OASIS EPR relations (org + companies) EPR-forum Publish: - Standards - Software - Specifications - Applications - Certification EPR Research team Orgenize: - Standards SYSTEM ARKITECTURE Produce: - Competance APPLICATION SECTORS e-Gov : OASIS TC + ministries E-Health : Forum 9000 / IHE-XDS REARRANGEMENT/INNOVATION Universities: Both technical and business administration E-Construction: IAI/IFC Norwegian network and support: Copyright OASIS, 2004

Implementation Planning n Leverage existing XDS work and prototypes and add enhanced digital bag and OASIS j. CAM features – Q 1 2005 n Leverage eb. XML registry V 3 feature set n Design digital bag supporting mechanisms n Test in simulated clinical environment Copyright OASIS, 2004

Summary of Opportunities n e-Service factory in front of legacy systems give: l l l l context driven user work flows with business rule management dynamic context driven information integration (CAM) digital bags with citizen registry and collaboration smartcards / Biz. IDs helper agent interface components with ontologies Leverage XDS to provide secure access to information Linking and switching statements, tracking and decision control leveraging eb. XML and web service components delivery to mobile network devices Copyright OASIS, 2004

Superstructure with Hybrid SOA integration Open Integration based on EPR organized mapping of loosely coupled applications (eb. XML/WS) (eb. XML/WS Service organized structure Bottom Up Approach (Users + Service. Providers) EPR Engine ( superstructure portal ): E-Gov EU / INTERNATIONAL administration (Globalization ) Service. Catalog: Service Interpretation Center E-Gov CENTRAL administration Ministry A B C EPR E-Gov REGIONAL administration WSDL Interface WS 1 E-Gov LOCAL administration EPR j. CAM EDI, eb. XML, WS, Folder system UDDI, . . . Template SOAP-messages WSDL Interface WS 3 X processing Intranet/Internet WSDL Interface WS 2 Ministry WSDL Interface WS 4 WSDL Interface WS n WSDL Interface WS 5 Company 1 Top Down Approach Company 2 3 m IT organized structure( HW+SW+Infrastructure ) Copyright OASIS, 2004

www. eprforum. org www. oasis-open. org Copyright OASIS, 2004

Get involved in OASIS BCM / EPR n n n Download the specs from www. oasisopen. org Encourage your industry group to adopt BCM / EPR templates for their standards Specify BCM-compliance from providers Consider joining OASIS and BCM / e. Gov TCs Consider joining EPRforum. org Consider funding a pathfinder project Copyright OASIS, 2004

Resources n A couple of relevant documents: l EPR executive overview http: //eprforum. org/EPR%20 Executive%20 Overview. pdf l XDS specification – http: //www. rsna. org/IHE/tf/IHE_ITI_Cross-enterprise_Doc_Sharing_2004_08 -15. pdf Copyright OASIS, 2004

Acknowledgements n n n 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. Copyright OASIS, 2004