A number of people are involved in creating a correspondence
management solution. The Correspondence Management Solution includes
a solution template. The solution template is a reference implementation
of the Correspondence Management Solution for a fictitious company.
The solution template includes representative users for these personas,
along with predefined user permissions:
Form Designer
Form Designers require knowledge
of LiveCycle Designer. The solution template contains a sample Form
Designer whose name is Jocelyn Robinson. The user ID has been assigned
the Correspondence Management Form Designer role in Adobe User Management.
The
Form Designer performs the following tasks:
Middleware Developer
Middleware Developers
have in-depth knowledge of the technology, backend systems, and
business processes used by the organization. They have the following
job background and experience:
Experience using LiveCycle
to integrate into existing enterprise environments
J2EE application development
Experience with one or more of the following database servers:
MySQL, DB2, SQL Server, Oracle
Has developed and deployed enterprise solutions that include:
JSP, J2EE, HTML, Web applications, web services
Familiar with PDF and Flash® technologies
Tools
and technologies used:
Eclipse, Adobe® LiveCycle®
Workbench, XML, XPath, SQL syntax
LiveCycle knowledge
and skills:
Understanding of LiveCycle modules
Creating and managing applications
Understanding roles and permissions
Designing processes
Interacting with backend systems
Creating and consuming custom components
Securing and consuming endpoints
Monitoring and troubleshooting processes
The
solution template contains a sample Middleware Developer whose name
is Frank Kricfalusi. The user ID has been assigned the Correspondence
Developer role in User Management.
The Middleware Developer
performs the following tasks:
Creates the data dictionaries
used by the correspondence management system.
Uses Workbench to create processes (postprocesses) that are
triggered when the Claims Adjuster completes a letter.
Integrates the Create Correspondence user interface with
enterprise systems such as portals and case management systems.
Creates workflows to generate system-driven correspondence.
Subject Matter Expert (SME)
SMEs are individuals
from departments such as legal, finance, or marketing, who create
content such as text and images for use in letter templates. They
are familiar with the correspondences produced by the organization
and they create assets related to their fields of expertise.
The
solution template contains a sample SME whose name is Heather Douglas. The
user ID has been assigned the Correspondence Management Subject
Matter Expert role in User Management.
The SME performs the
following tasks:
Application Specialist
Application Specialists
typically have more technical expertise than the SMEs. They are
familiar with the correspondences produced by the organization,
and the letter template requirements. The Application Specialists
create complex correspondence assets such as conditions and lists,
and combine all of the assets to create letter templates.
The
solution template contains a sample Application Specialist whose
name is Caleb Lopez. The user ID has been assigned the Correspondence
Management Application Specialist role in User Management.
The
Application Specialist performs the following tasks:
Creates conditions for use in letter templates.
Creates lists for use in letter templates
Combines assets to create letter templates.
For
a diagram that illustrates the interaction between the Form Designer,
SME, and Application Specialist, see Template creation.
System Administrator
System Administrators
maintain the servers that LiveCycle and the Correspondence Management
Solution run on. They install, configure, and monitor the systems.
They use CRX to set up users and groups. The system administrator
is experienced with using CRX User Administration and Group Administration Consoles.
The
solution template contains a sample System Administrator whose name
is Todd Goldman. The user ID has been assigned the Correspondence
Management Administrator role in User Management.
The System
Administrator performs the following tasks:
Flex Developer
Flex Developers use Flash®
Builder™ to modify existing Flex® components included in the Correspondence
Management Solution, and to create custom components where necessary.
They implement styles and themes for all existing and custom components
to define the visual design. They apply style sheets selectively
to certain Flex components. They have the following job background and
experience:
Proficient with ActionScript® and MXML
HTML and CSS knowledge
Understanding of asynchronous event models
Experience with backend data integration such as HTTP, Web
Services, AMF
Basic knowledge of J2EE architecture
Debugging and profiling skills of Flash Player applications
Experience with Adobe® Flash® Builder
Understanding of Adobe® Flash® Player security model
Knowledge of Adobe runtime environments
Experience with Adobe data modeling technologies
Experience integrating with Data Services
Tools
and technologies used:
Eclipse, SQL syntax, HTML,
CSS, XML
Flash Builder
Data Services
The Flex Developer performs
the following tasks:
Customer interfacing employees
Customer
interfacing employees use the Create Correspondence user interface to
create personalized correspondence for customers.
The solution
template contains a sample Customer interfacing employee whose name
is Gloria Rios. The user ID has been assigned the Correspondence Management
Claim Adjustor role in User Management.
The Customer interfacing
employee performs the following tasks:
