Index

As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.

A

Access Control Entries (ACEs) 85, 237

Access Control List (ACL) 85, 237

administrative eligibility 213

AI-based document processing systems

expectations, setting 267

AI prediction

decisions, combining with 224-226

Amazon Web Services (AWS) 383

OpenShift environments, managing on 379, 380

Apache Flink 363

Application Designer 51, 52

sections 52

applications

content, accessing 254-256

content, searching 254-256

Artificial Intelligence (AI) 4, 20

Association for Intelligent Information Management (AIIM) 83

attended bots 23, 103

authoring stack 376

automation

early validation, of potential improvements 78, 79

automation applications

continuous integration for 404

Automation Decision Services (ADS) 208

automation developer

language, establishing 60

Automation Document Processing (ADP) 93, 265

capabilities 93

classification model, training 274

content classification model 268-270

content extraction model 268-270

data definitions, customizing 296-304

data enrichment 305

data formats, customizing 293

data standardization 313

document type, creating 293-296

Document types and samples section 270-273

document types, customizing 293

extraction model, training 276

automation opportunities

identifying 78

Automation Services 224, 338, 406

access, restricting 342

Business Automation Workflow 340

creating 339, 340

external API or bot 341

leveraging 338

making, available to automation application 342, 343

producer 406

Submit button, configuring 344

versioning 406-408

automation solutions 401

Availability Zones (AZs) 392

Azure

OpenShift environments, managing on 379, 380

Azure Active Directory, Storage-as-a-Service (STaaS) 393

Azure Bot Service 149-153

Azure Red Hat OpenShift (ARO) 379

B

BAN UI interface 254

Bill of Lading document

example 266, 267

Blueworks Live Process Playback

running 69-71

stakeholder approval, capturing 71-73

bot service

Azure Bot Service 149-153

configuring 148, 149

BPMN 2.0

elements 60, 61

built-in dashboards

decision dashboard 355-357

using 352, 353

workflow dashboard 353-355

Business Action Language (BAL) 47

business application 50

components and concepts 50, 51

Content Services 348

creating 320-322

packaging and deployment 348, 349

templates, creating 345, 346

toolkits, creating 346, 347

business application, components and concepts

actions 55

Application Designer 51, 52

Application Engine 55, 56

automation services 55

Component Palette 52-54

Preview function 55, 56

business application editor

elements 323

Business Automation Insights (BAI) 351

Business Automation Insights on IBM Cloud Private

reference link 352

Business Automation Navigator (BAN) 87, 244

Business Automation Navigator (BAN), desktop

creating 245, 246

document entry template 246-248

features 246

role-based redaction 249, 250

teamspaces 251-254

Business Automation Studio (BAS) 95, 268

Business Automation Workflow (BAW) 395

case management 256-259

business challenge

automation solutions 401

business data

adding 66

cost and time, documenting 68, 69

systems, documenting 66, 67

business documents

automating, steps 88

business events

contributing to 362

reacting to 362

business object (BO) 177

Business Performance Center 351

business problem 351

business process documentation

Blueworks Live Process Playback, running 69-71

diagram, working with 65, 66

high-level process map, defining 63, 64

process discovery workshop 63

textual descriptions, adding 66

business processes

documenting 63

Business Process Management (BPM) 4, 7

Business Process Model and Notation (BPMN) 9, 60

Business Process Model and Notation (BPMN 2.0) 27

Business Process Model and Notation (BPMN), shapes 62

circles 61

diamonds 61

rounded rectangles 61

swimlanes 61

business rules 213, 214

business users

language, establishing 60

C

case management 36

components and concepts 37

case management, components and concepts

case solution 38-44

case types 38-44

workflow automation project 37

catalog of Business Automation Studio 224

chatbot 136

components 136

developing 136

IBM RPA-hosted chat 156

IBM RPA Knowledge Base 138-141

Knowledge Base spreadsheet 141-147

Natural Language Processing (NLP) 137, 138

programming 153-155

chat history 157

IBM RPA chatbot history local database 157, 158

IBM RPA chatbot history server database 158

classification model

confirm inputs 274

Review samples 274, 275

Review training results 275

Test trained model 276

training 274

client onboarding business scenario 12-14

Hill 1 14

Hill 2 15, 16

Hill 3 16

technical foundation 17

Client-Side Human Service (CSHS) 186

Cloud Native Computing Foundation (CNFC) 384

Cloud Pak

platform, selecting 375

running, in it own data centers 376

running, on mainframe 378, 379

Cloud Pak for Business Automation (CP4BA) 383

deployment topologies 384-388

disaster recovery 394-400

features, using 132

high availability 388-394

problem statement 383, 384

Cloud Pak Foundation Services (CPFS) 384

Cloud Pak, running in data centers

internal user groups 377, 378

IT teams 377, 378

topologies 376, 377

coach 193

Cobol 378

Common Services (CS) 384

Contact Information page

input fields, adding 328-331

laying out 325, 327

content

accessing, from applications 254-256

searching, from applications 254-256

content capture

with Datacap 90-93

content desktop

creating 244-246

content management 81-83

Content Management Interoperability Services (CMIS) 84

Content Platform Engine (CPE) 231

content repositories

designing 230, 231

content repositories, design

applications 242-244

business data 237-242

security 231-237

Content Services toolkit 348

continuous deployment (CD) 403-409

continuous integration (CI) 403

automation services, versioning 406-408

external pipeline, using for decisions 406

for automation applications 404

for decisions 404, 405

for document processing 404

for process applications 404

for workflow applications 404

versus continuous deployment (CD) 402

Customer Relationship Management (CRM) 73

Custom Resource (CR) 391

D

dashboard

creating 364-368

customizing 363

predictive analytics, adding 368-370

data associations

setting 332, 333

Database-as-a-Service (DBaaS) 393

Datacap 88

architecture 90

capabilities 88, 89

for content capture 90-93

software components 89

data enrichment 305

data enrichment, Automation Document Processing (ADP)

fields, validation 305-310

formatters, adding to fields 310-313

data formats

customizing 293

data model 177-185, 210-212

data standardization 313

data standardization, Automation Document Processing (ADP)

document type, deploying 313

fields, defining 314-317

data validation 130

decision

business logic 47

decision, business logic

business rules 47

predictive rules, with machine learning 48

tables 48

decision dashboard 355-357

Decision Designer 46, 47, 210

decision logic

business rules 213, 214

decision tables 214-216

defining 216

modification, governing 218

rule vocabulary 216-218

writing 213

decision logic, governance

branches and merges 219, 220

changes and commits 219

collaboration 218

connection, with Git 220, 221

testing 221-223

decision model 208, 209

composition 212

decision modeling approach 207

business problem 207, 208

Decision Model & Notation (DMN) 45

decision recommendations 360, 361

decisions 44, 404

combining, with AI prediction 224-226

components and concepts 45, 46

continuous integration for 404, 405

packaging and deploying 223

server 49, 50

decisions over time dashboard 365

decisions, prepare and deploy

automation services 224

options 224

single-click deployment 223, 224

decision tables 214, 215

deep learning (DL) 224

default runtime 408

default runtime stack 376

desktop automation 101

Disaster Recovery (DR) 383

divide and conquer strategy 402

Docker 229

document entry template 246-248

document processing 81, 404

document processing application

building 284-293

document processing, with AI

AI-powered extraction 93

document types, training 96

low-code application building 95

pre-trained models, for document types 94

document type

customizing 293

Document types and samples section 270-273

Domain Name (DN) 234

done concept 402

E

ECM system 231

Elastic File System (EFS) 393

embedded runtime 408

Enterprise Content Management (ECM) 83

Enterprise Resource Planning (ERP) 73

Entry Template Manager

using 247

enumerations 211

event-based architecture

event consumers 363

event emitters 362

event processing jobs 363

Event-Based Retention (EBR) 86, 262

Excel table

reading 109-114

exception handling 131, 132

Exclusive Gateway 174

external libraries 211

external pipeline

using for decisions, with continuous integration 406

external services

integrating with 195-197

extraction model

Add fields 278

Review samples 277

Review the trained model 282

Teach the model 278-282

Test the model section 282-284

training 276

F

FileNet

extensions 256

FileNet Content Manager (FNCM) 83, 84, 230

configurable user experience 87

full spectrum of governance capabilities 86

granular and configurable security model 85, 86

FileNet Content Platform Engine 391

FileNet CPE

retention management 259-262

Fixed Content Device (FCD) 261

formatter 291

frequently asked questions (FAQ) 136

G

graphical user interface (GUI) 116

Graphics Processing Unit (GPU) 267

H

Healthcare Insurance Portability and Accountability Act (HIPAA) 83, 230

hidden processes

discovering 73

High Availability Disaster Recovery (HADR) 397

High Availability (HA) 383

high-level process map

defining 63, 64

hills 11

hyperautomation 4

I

IBM App Connect 20

IBM Automation Decision Services (ADS) 44

IBM Business Automation Workflow 27, 28

components and concepts 29

optional components 36

IBM Business Automation Workflow, components and concepts

Process Flows 32

project 30

Service Flows 32

user interfaces 34

Workflow Designer 30-32

Workflow Process Server 35

Workflow Process Service (WfPS) 35

workplace 35, 36

IBM Cloud Object Storage (ICOS) 261, 397

IBM Cloud Pak

managed automation service 381

OpenShift environments, managing on 379, 380

IBM Cloud Pak for Business Automation 4, 208

architecture 11

business analysis 10, 11

business applications 9

capabilities 6, 7

client onboarding business scenario 12-14

component overview 5

content management 8

decisions 8

document processing 8

features 10

IA solution 10

operational intelligence 9

process discovery 9

process mining 9

use case 12

IBM Cloud Pak for Business Automation Knowledge Center

reference link 7

Robotic Process Automation (RPA) 7

Workflow 7

IBM Content Navigator (ICN) 87

IBM DB2 pureScale 389

IBM Enterprise Design Thinking website

URL 11

IBM Operational Decision Manager (ODM) 44

IBM Robotic Process Automation (IBM RPA) 135

dashboard 25

recorder 23

scripts and commands 22

IBM RPA chatbot history local database 157, 158

IBM RPA chatbot history server database 158

IBM RPA client/server topology 102, 103

IBM RPA Control Center 23, 24

IBM RPA-hosted chat 156

IBM RPA Knowledge Base 138-141

IBM RPA Studio 21, 104

panes 21, 22

IBM RPA Studio Recorder 119-124

IBM WebSphere 389

IBM Workflow Process Service (WfPS) 25

input variables 181

integrated development environment (IDE) 103

integration 402

Intelligent Automation (IA) 4

key motivations, for driving need for 4

Intelligent Character Recognition (ICR) 89

intelligent task prioritization 358-360

reference link 360

interaction policy

reference link 216

Interactive Voice Response (IVR) 154

inventory management systems

automating 268

J

Java Virtual Machine (JVM) 378

K

Key Performance Indicators (KPIs) 351

knowledge base 138

deployment 147, 148

packaging 147, 148

using, in WAL language 148

Knowledge Base spreadsheet 141-147

Kubernetes (k8s) 230, 379, 383, 384

L

language

establishing, for automation developer 60

establishing, for business users 60

Lightweight Directory Access Protocol (LDAP) 231

Lines of Business (LOBs) 87, 383

livenessProbe 391

low-code 402

M

machine learning (ML) 20, 46, 144, 224

predictive rules with 48

Magnetic Storage and Retrieval (MSAR) 81

Maven project file 405

Mayflower Autonomous Ship (MAS) 208

metro cluster 394

Microsoft Active Directory LDAP 231

Microsoft Excel

reading from 103

ML provider 225

mortgage application

checkbox data fields, adding 303

mortgage loan application 237

multifunction printer (MFP) 91

N

Natural Language Processing (NLP) 20, 135-138

noisy neighbor effect 243

O

OAuth 86

Object Management Group (OMG) 60

object store 243

advantages 243

disadvantages 243

OpenAPI Specification 341

reference link 341

OpenID Connect (OIDC) 86

Open Prediction Service hub

reference link 225

OpenShift cluster 223

OpenShift Data Foundation (ODF) 397

OpenShift environments

managing, on AWS 379, 380

managing, on Azure 379, 380

managing, on IBM Cloud Pak 379, 380

Operating System (OS) 379

Operational Decision Manager (ODM) 212, 378

operational intelligence 9

Optical Character Recognition (OCR) 8, 89

Optical Mark Recognition (OMR) 89

Optical Storage and Retrieval (OSAR) 82

Oracle Real Application Cluster (Oracle RAC) 389

Out-Of-The-Box (OOTB) 87, 254

output variables 181

P

packaging and deployment process 124

example 128, 129

IBM RPA launcher, creating for sales assistant 126-128

subroutine, creating 129, 130

tested robot, publishing 124, 125

pages

setting up 323, 324

panels 325

Payment Credit Industry (PCI) 85

Personal Identifiable Information (PII) 85

PII data 112

Platform-as-a-Service (PaaS) 393

Playback 11, 376

plugins 87

pre-production 386

private variables 181

process applications 404

continuous integration for 404

process diagram

reference link 62

working with 65, 66

process discovery workshop 63

recommendations 63

Process Flows 32-34

Process Mining 73

high-frequency work, identifying 74, 75

process model, generating 73, 74

Task Mining, leveraging 76, 77

pro-code 402

production 386

Project Object Model (POM) file 405

R

Recovery Point Objective (RPO) 394

Recovery Time Objective (RTO) 394

Red Hat Enterprise Linux 379

Red Hat OpenShift 384

Red Hat OpenShift Kubernetes Service (ROKS) 379

Red Hat OpenShift Service on AWS (ROSA) 379

Relation Database Service (RDS) 392

Remote Process Automation (RPA) 101

managed credential, creating 115, 116

using, to interact with SAP UI 114

retention management 259-262

return on investment (ROI) 96

Robotic Process Automation (RPA) 4, 7, 20, 161

Artificial Intelligent (AI) 20

components and concepts 20, 21

integration 20

Task Automation 20

Robotic Process Automation (RPA), components and concepts

attended bots 23

dashboard 25

IBM RPA Control Center 23, 24

IBM RPA Studio 21, 22

recorder 23

scripts and commands 22

unattended bots 23

robots

working with 200

role-based redaction 249, 250

RPA automation 103

RPA automation, robot types

attended bot 103

unattended bot 103

RPA problems and strategies 130

Cloud Pak for Business Automation features 132

data validation 130

exception handling 131, 132

script logs 131

simulate human behavior 133

sleep 133

UI changes 133

Unique Desktop Issues 132

rule flow 212

S

SAP GUI

interacting with 116-118

SAP UI

RPA, using to interact with 114

Sarbanes-Oxley (SOX) 83

script logs 131

SEC-17a-4 230

Secure Sockets Layer (SSL) 232

Securities and Exchange Commission 230

Securities and Exchange Commission (SEC) Rule 17a-4 259

Service Flows 32, 34

Service-Level Agreements (SLAs) 383

Single Point Of Failure (SPOF) 392

Single Sign-On (SSO) 231

snapshots 35, 201

software as a service (SaaS) 135

sponsor users 11

storage options 239

stretch cluster 394

structuration 210

subject matter experts (SMEs) 46

Submit button

adding 334-337

responsiveness, ensuring 337, 338

responsiveness, testing 337, 338

System for Cross-domain Identity Management (SCIM) 86, 231

system of record (SOR) 195

System Reliability Engineering (SRE) 149

T

Task Manager 251

Task Mining

leveraging 76, 77

task model 208, 212

composition 212

task user interface (Task UI) 170

building 186-194

teamspaces 251-254

test 386

textual descriptions

adding, for business process documentation 66

time data

wait time 68

work time 68

time series format 363

toolkits 346

U

unattended bots 23, 103

Unique Desktop Issues 132

Urban Code Deploy (UCD) 409

user interface 34

building 323

Contact Information page, laying out 325-327

data associations, setting 332, 333

input fields, adding to Contact Information page 328-331

pages, setting up 323, 324

Submit button, adding 334-337

user task 34

V

verbalization 212

W

WAL command language 104-109

WAL language

knowledge base, using 148

Watson ML 225

WDG Automation Language (WAL) 104

workflow 7, 25-27, 161

Workflow AI Server 36

workflow automation 161

administration and troubleshooting 204, 205

escalation 202-204

exception handling 202-204

packaging and deployment 201, 202

working, with robots 200

working, with users 198-200

workflow automation, pattern

data models, defining 177-185

process, building 163-167

process, creating 167-170

Request and Approve workflow 162, 163

swimlanes, adding to complete process diagram 170-177

workflow dashboard 353-355

Workflow Federation Server 36

Workflow Process Service (WfPS) 35

workflows applications

continuous integration 404

Write Ahead Log (WAL) 147

write once read many (WORM) 86, 259

Z

z/OS 378