Using Adeptia Modeler

Adeptia Modeler involves the following steps:

• Opening Adeptia Modeler Application

• Defining Properties for Process Model

• Creating Swim Lanes

• Designing Process Model using Workflow Elements

• Defining Properties for a Workflow Element

• Creating Copies of Workflow Elements

• Connecting Workflow Elements

• Saving Process Model

• Exporting Process Model

• Importing Visio Files

• Generating PDF for Process Model

Additionally, Adeptia Modeler allows you to manage and perform the following functions on the Pool and Swim Lanes in the Graph Canvas:

• Resizing Swim Lanes

• Modifying Appearance of Pool and Swim Lanes

• Deleting Swim Lanes

Scenario

To explain the use of Adeptia Modeler, a Claims Management scenario at an insurance company is used. The business process involves all steps of validating claims, reviewing claims, processing claims and updating claim system. The process model for the above scenario is outlined in the following steps:

1. Claims Representative validates the claim request.

2. Claims Handler enters the details in the claim System.

3. Claims Handler reviews the claim request.

4. Claims Specialist sets the reserve.

5. Claims Specialist processes the claim request.

6. Call Center Representative updates the claim system and notifies customer.

7. If Subrogation is needed after processing claim, then the Subrogation Expert conducts the Subrogation Sub-process and at last the Claim System is updated.

See also:

Using Sub-Processes

Using Swim Lanes

Repositioning Activities in Swim Lanes

Edit Background Color of Swim Lane