Customer Onboarding Process

Process solution example for customer onboarding as used in the OReilly book Practical Process Automation.

This following stack is used:

Under Construction Warning

This example contains some workarounds for for features missing in Camunda Cloud (they are on the near term roadmap):

A custom form for the user task to approve customer orders is not yet designed, using the generic form in the tasklist
The project implements a bespoke DMN Worker because the DMN integration is not yet out-of-the-box
Automated unit tests are not yet implemented

This simple onboarding process is meant to get started with process automation, workflow engines and BPMN.

The 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

The process solution is a Maven project and contains:

The onboarding process model as BPMN
Source code to provide a REST endpoint for clients
Java code to do the customer scoring
Glue code to implement the REST call to the CRM system
Fake for CRM system providing a REST API that can be called (to allow running this example self-contained)

The application will deploy the process model during startup

mvn package exec:java

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

There is also an extended process model that adds some more tasks in the process: