Procest: Architecture & Data Model

1. Overview

Procest is a case management (zaakgericht werken) app for Nextcloud, built as a thin client on OpenRegister. It manages cases, tasks, statuses, roles, results, and decisions. Cases are governed by configurable case types that control behavior: allowed statuses, required fields, processing deadlines, retention rules, and more.

Architecture Pattern

┌─────────────────────────────────────────────────┐
│  Procest Frontend (Vue 2 + Pinia)               │
│  - Case list/detail views                       │
│  - Task management                              │
│  - Decision tracking                            │
│  - My Work (werkvoorraad) dashboard             │
│  - Admin settings (case types, statuses, etc.)  │
└──────────────┬──────────────────────────────────┘
               │ REST API calls
┌──────────────▼──────────────────────────────────┐
│  OpenRegister API                                │
│  /api/objects/{register}/{schema}/{id}           │
│  - CRUD operations                              │
│  - Search, pagination, filtering                │
└──────────────┬──────────────────────────────────┘
               │
┌──────────────▼──────────────────────────────────┐
│  OpenRegister Storage (PostgreSQL)               │
│  - JSON object storage                          │
│  - Schema validation                            │
└─────────────────────────────────────────────────┘

Procest owns no database tables. All data is stored as OpenRegister objects, defined by schemas in a dedicated register.

2. Standards Research

2.1 Standards Evaluated

Standard	Type	Coverage	Maturity	Relevance
CMMN 1.1	International (OMG)	Case plans, tasks, milestones, sentries, case file items	Mature	HIGH: designed for case management
BPMN 2.0	International (OMG)	Processes, tasks, gateways, events	Very mature, widely adopted	HIGH: task/workflow modeling
DMN 1.x	International (OMG)	Decision tables, decision logic	Mature, growing	MEDIUM: decision modeling
Schema.org	International (W3C)	Action, Project, GovernmentService, Role	Very mature	MEDIUM: semantic vocabulary
Dublin Core (ISO 15836)	International	15 metadata elements for documents	Very mature	LOW: document metadata
ZGW APIs (VNG)	Dutch gov	Zaak, Status, Resultaat, Besluit, Rol	Production, mandated NL	HIGH: Dutch API interoperability
RGBZ	Dutch gov	Information model behind ZGW	Stable (v1.0)	HIGH: field-level reference
ZGW Catalogi API	Dutch gov	ZaakType, StatusType, ResultaatType, RolType, etc.	Production (v1.3.x)	HIGH: case type system reference

2.2 Design Principle: International First

Data storage uses international standards. Dutch government standards are an API mapping layer.

This means:

• Objects in OpenRegister are modeled after CMMN, schema.org, and BPMN concepts
• When exposing a ZGW-compatible API, we map our international objects to ZGW field names
• This makes Procest usable outside the Netherlands while remaining interoperable with Dutch systems

2.3 Key Findings

1. CMMN 1.1 (Case Management Model and Notation) is the only international standard specifically designed for case management. It defines cases, tasks, milestones, case file items, and sentries (event-condition guards). It uses a declarative model: specify what is allowed, not the exact flow.

2. BPMN 2.0 is the dominant process standard. Camunda deprecated native CMMN support in favor of implementing CMMN patterns via BPMN, citing readability. We follow this pragmatic approach.

3. ZGW/RGBZ defines the complete Dutch government case model (Zaak, Status, Resultaat, Besluit, Rol). It is production-ready and mandated for municipalities. We map to it, not build on it.

4. ZGW Catalogi API defines ZaakType as a comprehensive case type system controlling: allowed statuses, result types with archival rules, role types, custom properties, required documents, processing deadlines, confidentiality defaults, and publication rules. This is the most complete case type reference available.

5. Schema.org provides Action (with actionStatus, agent, result), Project, and Role: useful as semantic annotations but not domain-specific enough for case management.

6. Nextcloud provides built-in Calendar (CalDAV), activity tracking, and file management that we reuse where possible. Deck was evaluated but is not suitable (no PHP API, model doesn't fit).

3. Data Model Decisions

3.1 Standards Hierarchy

Layer	Standard	Purpose
Primary (storage)	CMMN 1.1 concepts + schema.org vocabulary	International data model
Semantic	Schema.org JSON-LD	Type annotations for linked data
API mapping	ZGW/RGBZ field names	Dutch government interoperability
Type system reference	ZGW Catalogi API (ZaakType)	Case type behavioral controls
Nextcloud native	Calendar, Contacts, Files, Activity	Reuse where possible

3.2 Entity Definitions

Case Type

A case type is a configurable definition that controls the behavior of cases: which statuses are allowed, which roles can be assigned, what properties are required, processing deadlines, and more. This is the international equivalent of ZGW's ZaakType.

Aspect	Decision	Rationale
CMMN concept	CaseDefinition / CasePlanModel template	CMMN separates case definition from case instance
ZGW equivalent	ZaakType (Catalogi API 1.3.x)	Full behavioral case type: our primary reference
Versioning	Case types have validity periods and draft/published status	From ZGW: concept, validFrom, validUntil

Core properties:

Property	Type	CMMN / Schema.org	ZGW Mapping	Required
title	string	schema:name	zaaktype_omschrijving	Yes
description	string	schema:description	toelichting	No
identifier	string	schema:identifier	identificatie	Auto
purpose	string	:	doel	Yes
trigger	string	:	aanleiding	Yes
subject	string	:	onderwerp	Yes
initiatorAction	string	:	handeling_initiator	Yes
handlerAction	string	:	handeling_behandelaar	Yes
origin	enum: internal, external	:	indicatie_intern_of_extern	Yes
processingDeadline	duration (ISO 8601)	CMMN TimerEventListener	doorlooptijd_behandeling	Yes
serviceTarget	duration (ISO 8601)	:	servicenorm_behandeling	No
suspensionAllowed	boolean	:	opschorting_en_aanhouding_mogelijk	Yes
extensionAllowed	boolean	:	verlenging_mogelijk	Yes
extensionPeriod	duration (ISO 8601)	:	verlengingstermijn	Conditional
confidentiality	enum	:	vertrouwelijkheidaanduiding	Yes
publicationRequired	boolean	:	publicatie_indicatie	Yes
publicationText	string	:	publicatietekst	No
responsibleUnit	string	:	verantwoordelijke	Yes
referenceProcess	string	:	referentieproces_naam	No
isDraft	boolean	:	concept	No (default: true)
validFrom	date	:	datum_begin_geldigheid	Yes
validUntil	date	:	datum_einde_geldigheid	No
keywords	string[]	:	trefwoorden	No
subCaseTypes	reference[]	CMMN CaseTask	deelzaaktypen	No

Confidentiality levels (from ZGW, internationally applicable):

Level	ZGW Dutch	Description
public	openbaar	Publicly accessible
restricted	beperkt_openbaar	Restricted public access
internal	intern	Internal use only
case_sensitive	zaakvertrouwelijk	Case-confidential
confidential	vertrouwelijk	Confidential
highly_confidential	confidentieel	Highly confidential
secret	geheim	Secret
top_secret	zeer_geheim	Top secret

Status Type

A configurable status definition linked to a case type. Controls which lifecycle phases a case can go through.

Aspect	Decision	Rationale
CMMN concept	Milestone + PlanItem states	Milestones mark case progression
Schema.org type	schema:ActionStatusType	Standard status enumeration
ZGW equivalent	StatusType (Catalogi API)	Per-case-type status definitions

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:name	statustype_omschrijving	Yes
description	string	schema:description	toelichting	No
caseType	reference	Parent case type	zaaktype	Yes
order	integer (1–9999)	CMMN Milestone sequence	statustypevolgnummer	Yes
isFinal	boolean	CMMN terminal state	(last in order)	No (default: false)
targetDuration	duration	:	doorlooptijd	No
notifyInitiator	boolean	:	informeren	No (default: false)
notificationText	string	:	statustekst	No

Result Type

A configurable result definition linked to a case type. Controls which outcomes are possible and how they affect archival.

Aspect	Decision	Rationale
CMMN concept	Case outcome	Case completion result type
ZGW equivalent	ResultaatType (Catalogi API)	Result type with archival rules

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:name	omschrijving	Yes
description	string	schema:description	toelichting	No
caseType	reference	Parent case type	zaaktype	Yes
archiveAction	enum: retain, destroy	:	archiefnominatie	No
retentionPeriod	duration (ISO 8601)	:	archiefactietermijn	No
retentionDateSource	enum	:	afleidingswijze	No

Retention date source values (from ZGW, internationally applicable):

Value	ZGW Dutch	Description
case_completed	afgehandeld	Case completion date
decision_effective	ingangsdatum_besluit	Decision effective date
decision_expiry	vervaldatum_besluit	Decision expiry date
fixed_period	termijn	Case completion + fixed period
related_case	gerelateerde_zaak	Related case completion
parent_case	hoofdzaak	Parent case completion
custom_property	eigenschap	Value of a case property
custom_date	ander_datumkenmerk	Manually determined date

Role Type

A configurable role definition linked to a case type. Controls which participant roles can be assigned.

Aspect	Decision	Rationale
Schema.org type	schema:Role	Standard role qualification
ZGW equivalent	RolType (Catalogi API)	Per-case-type role definitions

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:roleName	omschrijving	Yes
caseType	reference	Parent case type	zaaktype	Yes
genericRole	enum	:	omschrijvingGeneriek	Yes

Standard generic roles (from ZGW, internationally applicable):

Role	ZGW Dutch	Description
initiator	Initiator	Started the case
handler	Behandelaar	Processes the case
advisor	Adviseur	Provides advice
decision_maker	Beslisser	Makes decisions
stakeholder	Belanghebbende	Has interest in outcome
coordinator	Zaakcoördinator	Coordinates the case
contact	Klantcontacter	Contact person
co_initiator	Mede-initiator	Co-initiator

Property Definition

A configurable custom field definition linked to a case type. Controls which additional data fields cases of this type must capture.

Aspect	Decision	Rationale
Schema.org type	schema:PropertyValueSpecification	Defines expected property values
ZGW equivalent	Eigenschap (Catalogi API)	Case-type-specific custom properties

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:name	eigenschapnaam	Yes
definition	string	schema:description	definitie	Yes
caseType	reference	Parent case type	zaaktype	Yes
format	enum: text, number, date, datetime	:	formaat	Yes
maxLength	integer	:	lengte	No
allowedValues	string[]	:	waardenverzameling	No
requiredAtStatus	reference	Status at which this must be filled	statustype	No

Document Type

A configurable document type definition linked to a case type. Controls which document types are expected.

Aspect	Decision	Rationale
Schema.org type	schema:DigitalDocument	Document type definition
ZGW equivalent	InformatieObjectType + ZaakTypeInformatieObjectType	Document type requirements

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:name	omschrijving	Yes
category	string	:	informatieobjectcategorie	Yes
caseType	reference	Parent case type	zaaktype (via through table)	Yes
direction	enum: incoming, internal, outgoing	:	richting	Yes
order	integer	:	volgnummer	Yes
confidentiality	enum	:	vertrouwelijkheidaanduiding	No
requiredAtStatus	reference	Status requiring this document	statustype	No

Decision Type

A configurable decision type definition linked to a case type.

Aspect	Decision	Rationale
Schema.org type	schema:ChooseAction definition	Decision type specification
ZGW equivalent	BesluitType (Catalogi API)	Administrative decision types

Core properties:

Property	Type	Source	ZGW Mapping	Required
name	string	schema:name	omschrijving	Yes
description	string	schema:description	toelichting	No
category	string	:	besluitcategorie	No
objectionPeriod	duration (ISO 8601)	:	reactietermijn	No
publicationRequired	boolean	:	publicatie_indicatie	Yes
publicationPeriod	duration (ISO 8601)	:	publicatietermijn	No

Case (Zaak)

A case is a coherent body of work with a defined lifecycle, initiation, and result. Cases are governed by a case type.

Aspect	Decision	Rationale
CMMN concept	CasePlanModel / Case instance	CMMN's core concept: a case with a plan
Schema.org type	schema:Project	"An enterprise planned to achieve a particular aim"
ZGW mapping	Zaak	Direct mapping for Dutch API compatibility

Core properties (international → ZGW mapping):

Property	Type	CMMN/Schema.org Source	ZGW Mapping	Required
title	string	schema:name	omschrijving	Yes
description	string	schema:description	toelichting	No
identifier	string	schema:identifier	identificatie	Auto
caseType	reference	CMMN CaseDefinition	zaaktype	Yes
status	reference	CMMN PlanItem lifecycle	status (URL ref)	Yes
result	reference	CMMN case outcome	resultaat (URL ref)	No
startDate	date	schema:startDate	startdatum	Yes
endDate	date	schema:endDate	einddatum	No
plannedEndDate	date	:	einddatumGepland	No
deadline	date	:	uiterlijkeEinddatumAfdoening	Auto (from caseType)
confidentiality	enum	:	vertrouwelijkheidaanduiding	No (default from caseType)
assignee	string	CMMN HumanTask.assignee	:	No
priority	enum	schema:priority	:	No
parentCase	reference	CMMN CaseTask (sub-case)	hoofdzaak	No
relatedCases	array	:	relevanteAndereZaken	No
geometry	GeoJSON	schema:geo	zaakgeometrie	No

Case type behavioral controls on cases:

• deadline is auto-calculated: startDate + caseType.processingDeadline
• confidentiality defaults from caseType.confidentiality
• Only status types linked to the case type are allowed
• Only role types linked to the case type are allowed
• Property definitions linked to the case type must be satisfied before reaching required statuses
• Document types linked to the case type define which documents are expected

Task

A work item within a case.

Aspect	Decision	Rationale
CMMN concept	HumanTask	CMMN's primary task type
Schema.org type	schema:Action	With actionStatus for lifecycle

Core properties:

Property	Type	CMMN/Schema.org Source	Required
title	string	schema:name	Yes
description	string	schema:description	No
status	enum	CMMN PlanItem states: available, active, completed, terminated	Yes
assignee	string	CMMN assignee	No
case	reference	CMMN parent case	Yes
dueDate	datetime	schema:endTime	No
priority	enum	schema:priority	No
completedDate	datetime	schema:endTime	No

Task status values (from CMMN PlanItem lifecycle):

Status	CMMN State	Description
available	Available	Task can be started
active	Active	Task is being worked on
completed	Completed	Task finished successfully
terminated	Terminated	Task stopped before completion
disabled	Disabled	Task not applicable

Role (Rol)

The relationship between a person/organization and a case.

Core properties:

Property	Type	Schema.org Source	ZGW Mapping	Required
name	string	schema:roleName	omschrijving	Yes
description	string	schema:description	roltoelichting	No
roleType	reference	:	omschrijvingGeneriek (via RoleType)	Yes
case	reference	:	zaak	Yes
participant	string (user UID or contact ref)	schema:agent	betrokkene	Yes

Result (Resultaat)

The outcome of a case.

Core properties:

Property	Type	Source	Required
name	string	schema:name	Yes
description	string	schema:description	No
case	reference	Parent case	Yes
resultType	reference	ResultType definition	Yes

Decision (Besluit)

A formal decision made on a case.

Core properties:

Property	Type	Schema.org Source	ZGW Mapping	Required
title	string	schema:name	:	Yes
description	string	schema:description	toelichting	No
case	reference	:	zaak	No
decisionType	reference	:	besluittype	No
decidedBy	string	schema:agent	:	No
decidedAt	datetime	schema:endTime	datum	No
effectiveDate	date	schema:startTime	ingangsdatum	No
expiryDate	date	schema:endTime	vervaldatum	No

3.3 Case Type System Overview

The case type system forms a hierarchy where the CaseType is the central configuration entity controlling all related type definitions:

CaseType
├── StatusType[]        : Allowed lifecycle phases (ordered)
├── ResultType[]        : Allowed outcomes (with archival rules)
├── RoleType[]          : Allowed participant roles
├── PropertyDefinition[]: Required custom data fields
├── DocumentType[]      : Required document types
├── DecisionType[]      : Allowed decision types
└── subCaseTypes[]      : Allowed sub-case types

Behavioral controls:

Control	How	ZGW Reference
Allowed statuses	StatusTypes linked to CaseType; ordered by order	StatusType → ZaakType FK
Status transitions	Only sequential progression through ordered statuses	statustypevolgnummer sequence
Required fields per status	PropertyDefinition with requiredAtStatus reference	Eigenschap → StatusType FK
Required documents per status	DocumentType with requiredAtStatus reference	ZaakTypeInformatieObjectType → StatusType FK
Processing deadline	Auto-calculated: case.startDate + caseType.processingDeadline	doorlooptijd_behandeling
Suspension/extension	Controlled by suspensionAllowed and extensionAllowed	opschorting_en_aanhouding_mogelijk, verlenging_mogelijk
Confidentiality default	Cases inherit caseType.confidentiality	vertrouwelijkheidaanduiding
Archival per result	ResultType defines archival action and retention period	archiefnominatie, archiefactietermijn
Draft/published lifecycle	CaseType has isDraft; draft types cannot create cases	concept
Validity window	CaseType has validFrom / validUntil	datum_begin_geldigheid, datum_einde_geldigheid

3.4 My Work (Werkvoorraad)

A cross-entity workload view showing all items assigned to the current user. No new entity is needed: this is a frontend aggregation pattern.

How it works:

• Query cases with assignee == currentUser and non-final status
• Query tasks with assignee == currentUser and status available or active
• Optionally include leads and requests from Pipelinq (assignedTo == currentUser)
• Merge, sort by priority then due date, display as unified card list

Required fields for My Work (already present on Case, Task, and Pipelinq entities):

Field	Case	Task	Pipelinq Lead	Pipelinq Request
assignee / assignedTo	Yes	Yes	Yes	Yes
priority	Yes	Yes	Yes	Yes
deadline / dueDate	Yes	Yes	Yes	:
status	Yes	Yes	(via stage)	Yes
Entity type label	"Case"	"Task"	"Lead"	"Request"

3.5 Relationship to Pipelinq

Procest receives cases from Pipelinq through the request-to-case (verzoek-to-zaak) flow:

Pipelinq (CRM)                    Procest (Case Management)
┌──────────────┐                  ┌──────────────┐
│   Client     │                  │    Case       │
│   Contact    │──── Request ────>│    Task       │
│   Lead       │   (verzoek)     │    Status     │
│   Pipeline   │                  │    Role       │
└──────────────┘                  │    Result     │
                                  │    Decision   │
                                  │    CaseType   │
                                  └──────────────┘

When a Pipelinq Request is converted to a Case:

• The requesting client is linked as a Role (type: initiator) on the case
• The request description becomes the case description
• The request category informs the case type selection
• The case type determines initial status, deadline, and required fields

3.6 Admin Settings

Procest exposes a Nextcloud admin settings panel for case type configuration and general app settings. Configuration objects are stored in OpenRegister.

Configurable by admin:

Setting	Type	Description
Case type management	CRUD	Create, edit, publish, version case types
Status type management	CRUD	Create, edit, reorder status types per case type
Result type management	CRUD	Define result types with archival rules per case type
Role type management	CRUD	Define allowed roles per case type
Property definitions	CRUD	Define custom fields per case type
Document type definitions	CRUD	Define required document types per case type
Decision type management	CRUD	Define decision types
Confidentiality levels	Display	Customize visibility of confidentiality options
Default case type	Selection	Which case type is used by default

3.7 Nextcloud Integration Strategy

Principle: reuse Nextcloud native objects where possible, reference by ID, don't duplicate.

OpenRegister objects store case-specific fields plus foreign keys (vCard UID, calendar event UID, file ID, user UID, Talk token) pointing to Nextcloud native entities.

REUSE from Nextcloud

Feature	OCP Interface	What to Reuse	How
Calendar	OCP\Calendar\IManager	Case deadlines, task due dates, hearing dates	Create VEVENT for deadlines, VTODO for tasks. Reference by event UID. Expose case deadlines via ICalendarProvider.
Contacts	OCP\Contacts\IManager	Case participants (initiator, stakeholder)	Reference persons by vCard UID. Search via IManager::search().
Users	OCP\IUserManager	Case handlers, coordinators, assignees	Reference by user UID. Use for authentication and authorization.
Files	OCP\Files\IRootFolder	Case documents, evidence, attachments	Reference by Nextcloud file ID. Resolve via IRootFolder->getById().
Activity	OCP\Activity\IManager	Case audit trail / activity timeline	Publish events ("Case opened", "Status changed", "Decision made"). Implement IProvider.
Talk	OCP\Talk\IBroker	Per-case discussion threads	Create conversation per case. Store token in OpenRegister.
Comments	OCP\Comments\ICommentsManager	Notes on cases, tasks, decisions	Attach comments using objectType + objectId.
System Tags	OCP\SystemTag\ISystemTagObjectMapper	Categorize and cross-reference case documents	Tag files with case references.

NOT reusing Deck

Deck was evaluated but is not suitable for case task management:

• No PHP-level OCP interfaces (REST API only)
• Board/Stack/Card model doesn't map well to case lifecycle
• Case tasks need parent-case references, CMMN lifecycle states, and role-based assignment
• Decision: Build case tasks in OpenRegister, optionally sync to CalDAV VTODO for native task integration

BUILD in OpenRegister (case-specific)

What	Why Not Reuse
Case types	Domain-specific behavioral configuration with no Nextcloud equivalent
Status/Result/Role/Decision/Document/Property types	Case-type-specific definitions controlling case behavior
Cases	Domain-specific lifecycle, type system, confidentiality, archival rules
Tasks	CMMN lifecycle states, parent-case binding, role-based assignment
Roles	Case-specific role assignments (initiator, handler, advisor, decision maker)
Results	Case outcome classification, archival regime
Decisions	Formal decisions with effective/expiry dates, decision type

Key OCP Interfaces

// Calendar - create task deadlines
$calendarManager = \OCP\Server::get(\OCP\Calendar\IManager::class);
$builder = $calendarManager->createEventBuilder(); // NC 31+
$builder->setSummary('Deadline: Case #456')->setStartDate($deadline);

// Contacts - look up case participants
$contactsManager = \OCP\Server::get(\OCP\Contacts\IManager::class);
$results = $contactsManager->search($name, ['FN', 'EMAIL']);

// Activity - publish case events (audit trail)
$activityManager = \OCP\Server::get(\OCP\Activity\IManager::class);
$event = $activityManager->generateEvent();
$event->setApp('procest')->setType('case_status_change')
      ->setSubject('Case status changed to {status}', ['status' => $newStatus])
      ->setObject('case', $caseId, $caseTitle);
$activityManager->publish($event);

// Files - resolve case documents
$rootFolder = \OCP\Server::get(\OCP\Files\IRootFolder::class);
$files = $rootFolder->getById($documentId);

// Talk - per-case discussion
$broker = \OCP\Server::get(\OCP\Talk\IBroker::class);
$conversation = $broker->createConversation('Case: ' . $caseTitle, $participantIds);

4. OpenRegister Configuration

Register

Field	Value
Name	procest
Slug	procest
Description	Case management register

Schema Definitions

Schemas MUST be defined in lib/Settings/procest_register.json using OpenAPI 3.0.0 format, following the pattern used by opencatalogi and softwarecatalog.

Schemas:

• caseType: Case type definition (CMMN CaseDefinition)
• statusType: Status type per case type (CMMN Milestone)
• resultType: Result type per case type (with archival rules)
• roleType: Role type per case type (schema:Role)
• propertyDefinition: Custom field definition (schema:PropertyValueSpecification)
• documentType: Document type requirement (schema:DigitalDocument)
• decisionType: Decision type definition (schema:ChooseAction)
• case: Case instance (schema:Project)
• task: Task within a case (schema:Action)
• role: Role assignment on a case (schema:Role instance)
• result: Case outcome (schema:Action.result)
• decision: Formal decision (schema:ChooseAction instance)

The configuration is imported via ConfigurationService::importFromApp() in the repair step.

5. ZGW API Mapping Layer

When Procest exposes a ZGW-compatible API (future work), the mapping is:

Procest Object	ZGW Resource	ZGW API
CaseType	ZaakType	Catalogi API 1.3.x
StatusType	StatusType	Catalogi API
ResultType	ResultaatType	Catalogi API
RoleType	RolType	Catalogi API
PropertyDefinition	Eigenschap	Catalogi API
DocumentType	InformatieObjectType	Catalogi API
DecisionType	BesluitType	Catalogi API
Case	Zaak	Zaken API 1.5.x
(status instance)	Status	Zaken API
Result	Resultaat	Zaken API
Role	Rol	Zaken API
Decision	Besluit	Besluiten API 1.0.x

Field-level mappings are documented per entity in section 3.2 above.

6. Open Research Questions

1. Nextcloud Deck reuse: RESOLVED: Deck is not suitable. No PHP API, model doesn't fit case lifecycle.

2. Case type system: RESOLVED: Case types are a core feature with full behavioral controls, modeled after ZGW ZaakType but using international terminology.

3. CMMN runtime: Should Procest implement CMMN runtime semantics (sentries, entry/exit criteria) or keep the simpler status-based lifecycle? Current decision: start with ordered status progression, add CMMN features as needed.

4. Archival: ZGW has detailed archival rules. The case type system now includes result-based archival configuration (archiveAction, retentionPeriod, retentionDateSource). Runtime archival enforcement is deferred until compliance requirements emerge.

5. DMN for decisions: Should Procest support DMN decision tables for automated decision logic? This is ambitious but aligns with the OMG "Triple Crown" (BPMN + CMMN + DMN). Deferred.

6. Case type versioning: ZGW supports versioning of case types (new versions when modifications are made). Should Procest implement version chains? Current decision: validFrom/validUntil for validity windows, explicit versioning deferred.

7. Cross-app My Work: Should the My Work view in Procest also show Pipelinq leads/requests? Requires cross-app API calls or a shared dashboard widget.

7. References

Primary Standards (International)

• CMMN 1.1 (OMG): Case Management Model and Notation
• BPMN 2.0 (OMG): Business Process Model and Notation
• DMN (OMG): Decision Model and Notation
• Schema.org: Linked data vocabulary

Schema.org Types Used

• schema:Project: Case
• schema:Action: Task (with ActionStatusType)
• schema:Role: Case participant role
• schema:ChooseAction: Decision
• schema:PropertyValueSpecification: Custom field definition
• schema:DigitalDocument: Document type
• schema:identifier: Unique identifiers

Dutch Standards (API Mapping Layer)

• ZGW API Standards: Zaken, Besluiten, Catalogi, Documenten APIs
• ZGW Catalogi API: Case type definitions (ZaakType, StatusType, etc.)
• RGBZ: Information model for ZGW
• GEMMA Online: Dutch municipal architecture

Industry References

• OpenZaak: ZGW reference implementation (ZaakType model source)
• Valtimo: Case management platform with ZGW integration
• Flowable CMMN: CMMN engine reference
• Camunda CMMN Patterns via BPMN: Pragmatic CMMN approach