Process Examples

Ready-to-use BPMN and MachineSpec examples for common insurance workflows.

Table of contents

1. Quick Start Examples
   1. Simple Quote Process
   2. Simple Approval Workflow
2. Advanced Examples
   1. Swimlane Process
   2. Timer Workflow
3. How to Use Examples
   1. 1. Import BPMN Files
   2. 2. Import MachineSpec JSON
   3. 3. Export Your Own
4. Example Patterns
   1. Basic Linear Flow
   2. Branching Decision
   3. Timer with Fallback
   4. Multi-Stage with Lanes
5. Customization Tips
   1. Adapting Examples
   2. Best Practices
6. Need More Examples?

---

Quick Start Examples

Simple Quote Process

A basic insurance quote lifecycle with approval workflow.

Features:

• Linear approval flow
• Guard conditions for reviewer access
• Timer-based collection expiration
• Action execution on payment

Download:

• 📄 quote-process.bpmn - BPMN diagram file
• 📋 quote-process.machine.json - MachineSpec JSON

Use Case: Basic insurance product quote and approval process.

---

Simple Approval Workflow

A straightforward approval process with timeout handling.

Features:

• Submit → Review → Approve/Reject flow
• 7-day review timeout
• Guard-protected reviewer actions
• Multiple end states

Download:

• 📄 simple-approval.bpmn - BPMN diagram file
• 📋 simple-approval.machine.json - MachineSpec JSON

Use Case: Document approval, application review, or any binary decision process.

---

Advanced Examples

Swimlane Process

A comprehensive process demonstrating swimlane organization across different roles.

Features:

• Customer Lane: Quote creation and document submission
• Underwriter Lane: Application review and premium calculation
• System Lane: Final policy issuance
• 30-day review deadline timer
• Multi-step approval workflow

Download:

• 📄 swimlane-process.bpmn - BPMN diagram file
• 📋 swimlane-process.machine.json - MachineSpec JSON

Use Case: Complex insurance underwriting with clear role separation.

---

Timer Workflow

Advanced timer handling with multiple deadlines and grace periods.

Features:

• Payment deadline: 14-day timer for initial payment
• Grace period: 7-day extension for late payments
• Multiple timer events: Cascading timeouts
• Action sequences: Payment recording, receipts, late fees

Download:

• 📄 timer-workflow.bpmn - BPMN diagram file
• 📋 timer-workflow.machine.json - MachineSpec JSON

Use Case: Payment processing with flexible deadline management.

---

How to Use Examples

1. Import BPMN Files

1. Download the .bpmn file
2. Open the Process Editor
3. Click “Load BPMN” in the toolbar
4. Select the downloaded file
5. Edit as needed for your use case

2. Import MachineSpec JSON

1. Download the .machine.json file
2. Open the Process Editor
3. Click “Import Spec” in the toolbar
4. Paste the JSON content
5. Click “Import” to load the process

3. Export Your Own

After creating or modifying a process:

1. Click “Export Spec” to get MachineSpec JSON
2. Click “Save BPMN” to get the BPMN file
3. Save both files for version control
4. Share with your team or documentation

---

Example Patterns

Basic Linear Flow

created → [SUBMIT] → submitted → [APPROVE] → approved

• Use for: Simple approval processes
• Example: Document review, basic applications

Branching Decision

review → [APPROVE] → approved
       → [REJECT] → rejected

• Use for: Binary decisions with different outcomes
• Example: Credit approval, risk assessment

Timer with Fallback

waiting → [PAY] → paid
        → [TIMEOUT] → expired

• Use for: Time-sensitive processes
• Example: Payment deadlines, response timeouts

Multi-Stage with Lanes

Customer: create → submit
Reviewer: review → approve
System:   issue → complete

• Use for: Cross-departmental processes
• Example: Insurance underwriting, loan processing

---

Customization Tips

Adapting Examples

1. Change state names to match your domain
2. Update event names for your business logic
3. Modify timer durations for your requirements
4. Add/remove lanes based on your organization
5. Customize actions for your system integration

Best Practices

• Start simple: Begin with basic examples and add complexity
• Test thoroughly: Use the validation features to catch errors
• Document well: Add descriptions to your metadata
• Version control: Save both BPMN and JSON for each version
• Team review: Share examples with stakeholders for feedback

---

Need More Examples?

Can’t find what you need? Consider:

1. Combining patterns from multiple examples
2. Starting with the closest match and customizing
3. Using the validation features to ensure correctness
4. Checking the API Reference for advanced features
5. Contributing your examples back to the project

The Process Editor’s flexibility allows you to model virtually any insurance workflow using these foundational patterns! 🎯