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Proposed Specialization Module for the UMM June 2006 Bill McCarthy, Michigan State University

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Title: Proposed Specialization Module for the UMM June 2006 Bill McCarthy, Michigan State University


1
Proposed Specialization Module for the UMM June
2006 Bill McCarthy, Michigan State University
2
Collaboration Space
Value Exchange
Buyer
Seller
Third Party
Japan expert contribution to 15944-4, 9 May 2002,
Seoul Korea
3
Declarative (structural) components of a business
process -- class diagram
4
What could be or should be
What is planned or scheduled
What actually occurred
Color-coded time expansion
5
Economic Resource Type
policy
policy
specifies
specifies
Economic Agent Type
typifies
participate
Economic Commitment
Economic Event Type
specifies
policy
typifies
fulfills
typifies
Economic Event
Economic Resource
stockflow
Economic Agent
inside
outside
duality
  • Green What has occurred REA, duality,
    stockflow, participation
  • Yellow What could be or should be TYPES,
    typify, policy
  • Purple What is planned or scheduled
    COMMITMENTS, specify, fulfill, reciprocal,
    triggers

6
Figure 22 -- ISO Open-edi Phases with Components
7
Key REA ontological primitive Economic Resource
8
??
9
Figure 7 -- Subtypes (possible) for ECONOMIC
RESOURCE
10
Economic Agent (ISO Person)
Figure 4 -- Subtypes of Person Based on Identity
11
Figure 5 Person and Economic Resource as the
Basis for Exchange
12
Cookie-Monster (the customer) and Elmo (the
entrepreneur) meet in the (real or virtual)
marketplace, thus setting the stage for an
Economic Exchange (a business process)
13
Cookie-Monster (the customer) and Elmo (the
entrepreneur) engage in a SHIPMENT (transfer of
Cookie Inventory)
14
Cookie-Monster (the customer) and Elmo (the
entrepreneur) engage in a PAYMENT (transfer of
Cash)
15
stock-flow
participation
Economic Resource
Economic Event
Person
duality
Normative Primitives of 1982 REA ontology
16

Typifying to Planning Control Level
17
Economic Resource
EconomicEvent
Person
participation
stock-flow
18
reciprocal
economic event
duality
Adding Commitments
19
Commitment
Abstract Specification of Commitments
20
Expansion of normative model
21
  • Planning In the Planning Phase, both the buyer
    and seller are engaged in activities to decide
    what action to take for acquiring or selling a
    good, service, and/or right.
  • Identification The Identification Phase pertains
    to all those actions or events whereby data is
    interchanged among potential buyers and sellers
    in order to establish a one-to-one linkage.
  •  Negotiation The Negotiation Phase pertains to
    all those actions and events involving the
    exchange of information following the
    Identification Phase where a potential buyer and
    seller have (1) identified the nature of good(s)
    and/or service(s) to be provided and, (2)
    identified each other at a level of certainty.
    The process of negotiation is directed at
    achieving an explicit, mutually understood, and
    agreed upon goal of a business collaboration and
    associated terms and conditions. This may
    include such things as the detailed specification
    of the good, service, and/or right, quantity,
    pricing, after sales servicing, delivery
    requirements, financing, use of agents and/or
    third parties, etc.
  • Actualization The Actualization Phase pertains
    to all activities or events necessary for the
    execution of the results of the negotiation for
    an actual business transaction. Normally the
    seller produces or assembles the goods, starts
    providing the services, prepares and completes
    the delivery of good, service, and/or right,
    etc., to the buyer as agreed according to the
    terms and conditions agreed upon at the
    termination of the Negotiation Phase. Likewise,
    the buyer begins the transfer of acceptable
    equivalent value, usually in money, to the seller
    providing the good, service, and/or right.
  • Post-Actualization The Post-Actualization Phase
    includes all of the activities or events and
    associated exchanges of information that occur
    between the buyer and the seller after the agreed
    upon good, service, and/or right is deemed to
    have been delivered. These can be activities
    pertaining to warranty coverage, service after
    sales, post-sales financing such as monthly
    payments or other financial arrangements,
    consumer complaint handling and redress or some
    general post-actualization relationships between
    buyer and seller.
  • SOURCE ISO FDIS 15944-1 Operational Aspects
    of Open-edi for implementation

Figure 21 -- ISO Open-edi Phases of a Business
Transaction
22
Business Process Phases
Value/Supply Chain
Business Event
networked
Economic Resource Type
Economic Agreement
Business Process
governs
bundles
specifies
specifies
Economic Commitment
Economic Agent Type
reciprocal
specifies
typify
Economic Event Type
policy
fulfills
policy
typify
typify
to-participant
Economic Resource
Economic Agent
stock-flow
Economic Event
from-participant
duality
The (color-coded) REA Ontology
23
A Customer
B ProductSupplier
C LogisticsVendor
D Bank
FundTransferAdvice AA
FundsTransferNotice RA
FreightOrder AA
ShippingDocument AdvanceShipNotice RA
ReceivingAdvice RA
FundTransferAdvice AA
FundsTransferNotice RA
Business Process MultiParty Collaboration
24
Economic Resource Type
governs
Economic Agreement
typifies
establish
specifies
specifies
Economic Role
involves
Economic Commitment
Economic Event Type
specifies
typifies
fulfills
reserves
typifies
Economic Event
Economic Resource
stockflow
Economic Agent
from
to
constrains
duality
Partner
requires
Bilateral Transaction
Mediated transaction
participates
25
typification
Location Type
Location
site
stock-flow
Economic Event
Economic Resource
from
Person
to
duality
materializes
settles
Figure 14 -- Addition of Location and Economic
Claim
26
Procedural (dynamic) components of a business
process -- state machine
27
real things
SOURCE Object-Oriented Application Development
Using Java, Doke, Satzinger, and Williams, 2002,
p. 156.
28
Business Object Lifecycle
Business Object State
Business Event
transitionedBy
Figure 24 Business Objects, Lifecycles, States,
and Events
29
(No Transcript)
30
EconomicResourceType
State Machine Diagram for Economic Resource Type
31
Behind the BSI --gt internal state machine
32
An Example Business Process with Business Events
Grouped in Phases
33
Post Actualization
Planning
Negotiation
Actualization
Identification
Economic Resource Type and Agent become Candidates
Economic Resource Type becomes Identified
Economic Contract Is In-Force
Figure 23 -- Phases of a Business Transaction and
Object States for Completion
34
BUYER
SELLER
1
35
BUYER
SELLER
2
skip
36
BUYER
SELLER
3
37
BUYER
SELLER
4
38
constraint components of a business transaction
(assertions)
skip
39
Constraints (assertions) business rules
  • Constraints are rules governing the integrity of
    data that prevent invalid assertions or the
    movement of data from one state to another
    without proper controls. For example
  • What conclusions can be materialized
  • What control conditions must be upheld
  • Which task should follow next.
  • Constraints are internal and/or external
  • To a large extent, specifiable in OCL
  • Two major behavioral kinds of business rules
    (Eriksson and Penker, p. 154)
  • Those that define how knowledge in one form may
    be derived or inferred from another form
  • Those that constrain either the possible
    structure or the behavior of objects or
    processes that is, the way objects are related
    to each other or the way object state changes may
    occur.

40
Internal control policy examples
  • Only an employee playing this role (employee
    type) can authorize a payment of this amount
    (event type)
  • An employee who is playing this role (authorizer
    of transaction) cannot play this other role
    (recorder of the transaction) or this third role
    (custodian of the asset affected by the
    transaction).
  • delivery in state complete is a pre-condition
    for moving payment to state authorized

41
Buyer
Purchase
Raw Material
42
Business Event
Record receipt of goods (moves object Economic
Event to state complete)
participate
Receiving Clerk
Mutually excludes
participate
Buyer
Economic Event
Purchase
Mutually excludes
custody
Inventory Storeroom Clerk
Raw Material
43
Business Event
Mutually excludes
Economic Event
Mutually excludes
44
financing
procurement
transportation
human resources
delivered raw materials

manufacturing
delivered manufactured goods
procurement
advertising service
revenue
BP Cycles
45
delivered raw materials

delivered manufactured goods
46
How does transaction level ontology fit with XBRL
??
skip
47
(No Transcript)
48
Modeling Collaboration Space
skip
49
(No Transcript)
50
Questions ??
  • William E. McCarthy
  • Michigan State University
  • East Lansing, MI 48824 USA
  • Email mccarthy_at_bus.msu.edu
  • Phone 517-432-2913
  • Web http//www.msu.edu/user/mccarth4
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