Customer Onboarding Process - Extended Example

Extended process solution example for customer onboarding, based on the simplified example used in the OReilly book Practical Process Automation.

This following stack is used:

• Camunda Platform 8
• Java
• Spring Boot

Simple Process

This extended process is based on a simpler example, that is meant to get started with process automation, workflow engines and BPMN:

You can find it here: https://github.com/berndruecker/customer-onboarding-camunda-8-springboot

The simple process model contains three tasks:

• A service task that executes Java Code to score customers (using the stateless Camunda DMN engine)
• A user task so that humans can approve customer orders (or not)
• A service task that executes glue code to call the REST API of a CRM system

Extended Process

The extended process model adds some more tasks in the process:

• A DMN decision task that decides, if a customer order can be automatically processed or not (replacing the manual approval above)
• Scoring the customer will now be done via an external scoring service, that has an AMQP (messaging) API. The technical details around communication via AMQP are extracted in a seperate subprocess:

The process solution is a Maven project and contains:

• The process models as BPMN
• And embedded Camunda Form for user task handling
• Source code to provide the REST API for clients (using Spring Boot)
• Java code to do the customer scoring
• Glue code to implement the REST call to the CRM system
• Glue code for AMQP communication
• Fakes for CRM system and AMQP
• JUnit 5 test case

How To Run

There is a walk through video available for the simple version of this process:

Create Camunda 8 SaaS Cluster

• Login to https://camunda.io/ (you can create an account on the fly)
• Create a new cluster
• Create a new set of API client credentials
• Copy the client credentials into src/main/resources/application.properties

Run RabbitMQ locally

docker run -p 15672:15672 -p 5672:5672 rabbitmq:3-management

• http://localhost:15672/#/queues/
• User: guest
• Password: guest

Run Spring Boot Java Application

The application will deploy the process model during startup

mvn package exec:java

Play

You can easily use the application by requesting a new customer onboarding posting a PUT REST request to

curl -X PUT http://localhost:8080/customer

You can now see the process instance in Camunda Operate - linked via the Cloud Console.

You can adjust inputs by providing URl query parameters, e.g.

curl -X PUT http://localhost:8080/customer?paymentType=invoice&monthlyPayment=40&customerRegionScore=25

You can work on the user task using Camunda Tasklist, also linked via the Cloud Console.