Phased rollout This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Glossary



A

Term

Description

approval flow

In BMC Helix Business Workflows, a type of approval that is configured based on lines of business, groups of users, types of cases, and so on.

association field

In BMC Helix Business Workflows, a field that stores a foreign key reference or value of another field. For more information, see Creating-associations-to-relate-record-definitions.

B

Term

Description

bundle

In BMC Helix Business Workflows, a bundle consists of the following properties:

  • Contains
    • Java code
    • JavaScript code
    • Definitions
    • Roles
    • Data
  • Depends on other bundles
  • Is licensed

C

Term

Description

case agent

In BMC Helix Business Workflows, a user who is a direct contact for employees to raise service requests. A case agent creates and manages cases to resolve service requests.

case manager

In BMC Helix Business Workflows, a user who is a line of contact for project-specific queries. A case manager implements process improvements and ensures that projects execute successfully.

case business analyst

In BMC Helix Business Workflows, a user who is a direct contact for system-specific or access-specific issues. A case business analyst aligns the application with the changing business requirements.

case catalog administrator

In BMC Helix Business Workflows, a user who is a direct contact for queries that are related to the services in BMC Helix Digital Workplace Catalog.

case recurrence schedule

In BMC Helix Business Workflows, a schedule created to track routine maintenance of workplace-related assets.

case template

In BMC Helix Business Workflows, a predefined template with assignment, notification, and other case details that case agents can use to create cases.

checklist

In BMC Helix Business Workflows, a list of items, steps, or instructions that must be completed for a case or task to be resolved.

confidence level

In BMC Helix Business Workflows, a value returned by the cognitive service to enable the application to order its results accordingly, or tailor its communication based upon confidence level.

Search scores indicate the level of confidence for the results of a specific search, enabling a bot to order its results accordingly, or even tailor its communication based upon confidence level. For example, if confidence level is high, the bot may respond with "Here is the event that best matches your search:".

content package

In BMC Helix Business Workflows, the ready-to-use samples that a case business analyst uses to implement common processes and standards in BMC Helix Business Workflows with minimal effort.

content use case

In BMC Helix Business Workflows, an end-to-end use case that you can use for your line of business. It contains case templates, task templates, notifications, processes, configuration data, and related objects required to create cases and end-to-end workflows.

D

Term

Description

data access model

In BMC Helix Business Workflows, a set of permissions that defines which users can access the data.

data source

In BMC Helix Business Workflows, data source is an identifier for a service target. It consists of two elements—the application name and record definition name, for which a service target is configured.

default support group

In BMC Helix Business Workflows, the support group to which the case submitter belongs. If the submitter belongs to multiple support groups, the chronologically first support group in which the submitter was added.

deployment package

In BMC Helix Business Workflows, a zip file that contains the compiled Open Service Gateway Initiative (OSGI) bundle jar and the bundle's definition file. It is produced using the maven "package" command.

Digital Service application

An application developed in BMC Helix Innovation Suite that provides solutions for your business needs.

document access policy

In BMC Helix Business Workflows, a set of rules that defines the access permissions for a document category and subcategory. For example, access for Visa documents is restricted to the HR support group and the requester's manager.

document category

In BMC Helix Business Workflows, a set or group that a case business analyst creates to organize employee documents for ease of use. 

Document Library

In BMC Helix Business Workflows, it is a centralized repository for adding and managing the documents that can be attached to cases and tasks. 

document manager

In BMC Helix Business Workflows, a user who is responsible for adding and managing documents in the Document Library.

dynamic field

In BMC Helix Business Workflows, a field related to a case or task template or a question added to a template. While creating a case or task, case agents can view and update the dynamic fields to include additional information in a case or task.

dynamic field library

In BMC Helix Business Workflows, a common location where a case business analyst adds and manages dynamic fields.

dynamic group

In BMC Helix Business Workflows, a group of dynamic fields that helps a case agent to categorize dynamic fields and view them in an organized manner.

dynamic group library

In BMC Helix Business Workflows, a common location where a case business analyst adds and manages dynamic groups.

E

Term

Description

Employee Document Management

In BMC Helix Business Workflows, a central repository for filing, organizing, retaining, and deleting employee files.

employee file

In BMC Helix Business Workflows, a collection of all documents that are related to an employee that accesses BMC Helix Business Workflows to request for services.

exclusion subject

In BMC Helix Business Workflows, an email with a subject that should not be processed. For example, an email with exclusion subject Out of office is not processed.

external application

Any application other than BMC Helix Business Workflows. The application can be a BMC application or non-BMC application which is integrated with BMC Helix Business Workflows.

extension container

In BMC Helix Innovation Studio, a view component that can be added to a non-customizable view (a view that is being extended). You use an extension container to customize default views such as Case Create, Case Edit, and Task Create.

extension record definition

In BMC Helix Business Workflows, custom fields that are added to the case or task record definition that can be reused in cases, tasks, approvals, notifications, reporting, and service level management.

F

Term

Description

filter preset

In BMC Helix Business Workflows, the predefined filters that are used to search case, task, and knowledge article records.

Flowset

In BMC Helix Business Workflows, Flowsets are ways to define the flow of a case related to a particular line of business. A Flowset comprises of processes and functions. When a case is created for a line of business, the appropriate Flowset and associated processes are triggered based on the case template.

flow

In BMC Helix Business Workflows, a flow determines how an approval should be processed for a case.

flow group

In BMC Helix Business Workflows, a logical group of approvals that might be based on the type of cases, lines of business, and so on.

Foundation data

In BMC Helix Business Workflows, the information about people in a company, their attributes, categories, organizations, and locations that is stored in BMC Helix Innovation Suite. It contains the common data elements that are required for the data structure used by BMC Helix Business Workflows.

functional role

In BMC Helix Business Workflows, a combination of multiple roles from different functional areas in the product. A functional role enables users to perform their tasks in the product.

G

Term

Description

generic service

In BMC Helix Digital Workplace Advanced, a generic service is a default service used to create a service request. The generic service contains a simple survey with ratings and comments related to it.

H

Term

Description

HR Portal

In HR Service Management, a portal to raise HR-related requests from BMC Helix Digital Workplace Advanced for the HR line of business. 

HR Service Management

In BMC Helix Business Workflows, a line of business that provides an end-to-end solution for onboarding and HR-related queries.

L

Term

Description

library 

 In BMC Helix Business Workflows, a type of bundle that provides a reusable building block for developing applications. A library is a subset of an application. Remedy customers, partners, and software developers who are building applications can create and use libraries.

M

Term

Description

measurement record

 In BMC Helix Business Workflows, a transaction record created by Service Level Management based on service targets. The measurement records are interpreted by the smart application to display the status of service targets of a request.

module

In BMC Helix Business Workflows, it displays the predefined recipients and fields from a record while creating a notification template.

N

Term

Description

New Hire Portal

In HR Service Management, a single portal that helps a new hire access onboarding tasks to be completed.

O

Term

Description

Onboarding Portal

In HR Service Management, a single portal where a hiring or recruitment manager can track and manage onboarding requests for new hires.

P

Term

Description

palette

In BMC Helix Business Workflows, the available types of behavioral tasks, flows, and other elements that can be used in the Process Designer.

Process Definition

In BMC Helix Business Workflows, a specification for behavior in Business Process Model and Notation (BPMN) that is created and edited by the Process Designer.

PIN

In BMC Helix Business Workflows, it is a Personal Identification Number (PIN) that is associated with a requester (an employee who requests for a service). When enabled, a case agent must verify the PIN of the requester while creating a case for the requester.

For more information, see Creating or modifying People data.

preventive case

In BMC Helix Business Workflows, a workplace-related service that involves regular scheduled maintenance of workplace assets, such as elevators or air handler units.

R

Term

Description

reactive case

In BMC Helix Business Workflows, a workplace-related service to resolve requests or issues that are raised when a problem occurs, such as fixing a blinking light, or fixing a broken coffee machine.

record definition

In BMC Helix Business Workflows, a collection of data required for building the application for your business process. A record definition is made up of specific record fields. Any important task in your company's business process can be stored as a record.

record association

In BMC Helix Business Workflows, an association between two record definitions to define a relationship between them. For more information, see Defining record definitions to store and manage data.

retention policy

In BMC Helix Business Workflows, it defines how long a document should be retained in the Employee Document Management.

role

In BMC Helix Business Workflows, it provides a user with the permission to perform certain actions in the functional area within the product.

S

Term

Description

security label

In a hierarchical group, a security label is used to dynamically control record and field access. The label can be populated with group names through a rule or a process. Security labels protect your database tables at the row level, by assigning different levels of security. Only those users with the appropriate permissions can access the row data. 

For example, in a car dealership company, you create security labels like car type, sales group, or dealership, and only users with the appropriate security classification are allowed access to the relevant data.

service target

In BMC Helix Business Workflows, the criteria to monitor and measure the performance of a service provider.

smart bundle

In BMC Helix Business Workflows, a bundle consists of the following properties:

  • Contains
    • Java code
    • JavaScript code
    • Definitions
    • Roles
    • Data
  • Depends on other bundles
  • Is licensed

social activity

In BMC Helix Business Workflows, the activity notes in a case, task, or knowledge article that provide additional information about a case such as details about resolving the case and communication details with the requester of the case.

T

Term

Description

task flow

In BMC Helix Business Workflows, it defines all tasks and their execution order to resolve a case.

task flow designer

In BMC Helix Business Workflows, a visual tool based on BPMN standards that helps you to design a task flow.

task template

In BMC Helix Business Workflows, a predefined template with assignment, notification, and other task details that case agents can use to add tasks to cases.

to-do

In BMC Helix Business Workflows, a task to be completed by an end user or new hire.

V

Term

Description

view

In BMC Helix Business Workflows, a view is a look and feel of a UI form.

view definition

In BMC Helix Innovation Studio, a view definition is a graphical representation of your application. You use the view definitions to design the user interface for applications. For example, a view definition called Tracking Item, which will be used to create and update Item Console records.

W

Term

Description

Workplace Service Management

In BMC Helix Business Workflows, a line of business that provides an end-to-end solution for workplace maintenance.

 

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