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BPMN 2.0 templates

Retention offer with consent-based acceptance and expiry

Allow a customer to accept a stated retention offer within a bounded window; otherwise retain the requested cancellation route. Editable collaboration with role lanes, decisions and a response-versus-expiry event race. Illustrative policy and timing; adapt to local requirements.

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<?xml version="1.0" encoding="UTF-8"?>
<bpmn:definitions xmlns:bpmn="http://www.omg.org/spec/BPMN/20100524/MODEL" xmlns:bpmndi="http://www.omg.org/spec/BPMN/20100524/DI" xmlns:dc="http://www.omg.org/spec/DD/20100524/DC" xmlns:di="http://www.omg.org/spec/DD/20100524/DI" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" id="subscription_retention_offer_definitions" targetNamespace="urn:flowss:advanced">
  <bpmn:message id="subscription_retention_offer_message" name="Cancellation requested"/>
  <bpmn:message id="subscription_retention_offer_reply_message" name="Customer responds to offer"/>
  <bpmn:process id="subscription_retention_offer_process" name="Retention offer with consent-based acceptance and expiry" isExecutable="false">
    <bpmn:documentation>Allow a customer to accept a stated retention offer within a bounded window; otherwise retain the requested cancellation route. Inputs: Cancellation requested. All policy choices, durations and conditions are illustrative. Replace example rules with approved local policy; configure integrations and review before execution. This non-executable template does not assert legal compliance or a real completed case.</bpmn:documentation>
    <bpmn:laneSet id="subscription_retention_offer_lanes"><bpmn:lane id="subscription_retention_offer_lane_0" name="Retention coordinator"><bpmn:flowNodeRef>subscription_retention_offer_start</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_intake_1</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_intake_2</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_race</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_reply</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_checks_1</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_decision</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_success_1</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_success_rest_1</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_complete</bpmn:flowNodeRef></bpmn:lane><bpmn:lane id="subscription_retention_offer_lane_1" name="Customer service"><bpmn:flowNodeRef>subscription_retention_offer_decline</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_declined</bpmn:flowNodeRef></bpmn:lane><bpmn:lane id="subscription_retention_offer_lane_2" name="Subscription operator"><bpmn:flowNodeRef>subscription_retention_offer_expiry</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_exception_1</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_exception_2</bpmn:flowNodeRef><bpmn:flowNodeRef>subscription_retention_offer_alternate</bpmn:flowNodeRef></bpmn:lane></bpmn:laneSet>
    <bpmn:startEvent id="subscription_retention_offer_start" name="Cancellation requested"><bpmn:messageEventDefinition id="subscription_retention_offer_start_def" messageRef="subscription_retention_offer_message"/></bpmn:startEvent>
    <bpmn:userTask id="subscription_retention_offer_intake_1" name="Record cancellation preference"></bpmn:userTask>
    <bpmn:userTask id="subscription_retention_offer_intake_2" name="Send optional retention terms"></bpmn:userTask>
    <bpmn:eventBasedGateway id="subscription_retention_offer_race" name="First response"></bpmn:eventBasedGateway>
    <bpmn:intermediateCatchEvent id="subscription_retention_offer_reply" name="Customer responds to offer"><bpmn:messageEventDefinition id="subscription_retention_offer_reply_def" messageRef="subscription_retention_offer_reply_message"/></bpmn:intermediateCatchEvent>
    <bpmn:intermediateCatchEvent id="subscription_retention_offer_expiry" name="Offer expires"><bpmn:timerEventDefinition id="subscription_retention_offer_expiry_def"><bpmn:timeDuration xsi:type="bpmn:tFormalExpression">PT72H</bpmn:timeDuration></bpmn:timerEventDefinition></bpmn:intermediateCatchEvent>
    <bpmn:userTask id="subscription_retention_offer_checks_1" name="Verify affirmative consent"></bpmn:userTask>
    <bpmn:exclusiveGateway id="subscription_retention_offer_decision" name="Offer accepted clearly?" default="subscription_retention_offer_flow_9"></bpmn:exclusiveGateway>
    <bpmn:userTask id="subscription_retention_offer_success_1" name="Apply accepted terms"></bpmn:userTask>
    <bpmn:sendTask id="subscription_retention_offer_decline" name="Send decision and next steps"></bpmn:sendTask>
    <bpmn:endEvent id="subscription_retention_offer_declined" name="Response not accepted"></bpmn:endEvent>
    <bpmn:userTask id="subscription_retention_offer_success_rest_1" name="Send updated subscription record"></bpmn:userTask>
    <bpmn:endEvent id="subscription_retention_offer_complete" name="Terms updated"></bpmn:endEvent>
    <bpmn:userTask id="subscription_retention_offer_exception_1" name="Retain cancellation instruction"></bpmn:userTask>
    <bpmn:userTask id="subscription_retention_offer_exception_2" name="Send closure confirmation"></bpmn:userTask>
    <bpmn:endEvent id="subscription_retention_offer_alternate" name="Cancellation retained"></bpmn:endEvent>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_1" sourceRef="subscription_retention_offer_start" targetRef="subscription_retention_offer_intake_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_2" sourceRef="subscription_retention_offer_intake_1" targetRef="subscription_retention_offer_intake_2"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_3" sourceRef="subscription_retention_offer_intake_2" targetRef="subscription_retention_offer_race"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_4" sourceRef="subscription_retention_offer_race" targetRef="subscription_retention_offer_reply"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_5" sourceRef="subscription_retention_offer_race" targetRef="subscription_retention_offer_expiry"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_6" sourceRef="subscription_retention_offer_reply" targetRef="subscription_retention_offer_checks_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_7" sourceRef="subscription_retention_offer_checks_1" targetRef="subscription_retention_offer_decision"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_8" sourceRef="subscription_retention_offer_decision" targetRef="subscription_retention_offer_success_1" name="Yes"><bpmn:conditionExpression xsi:type="bpmn:tFormalExpression">=consentRecorded = true</bpmn:conditionExpression></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_9" sourceRef="subscription_retention_offer_decision" targetRef="subscription_retention_offer_decline" name="Otherwise"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_10" sourceRef="subscription_retention_offer_decline" targetRef="subscription_retention_offer_declined"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_11" sourceRef="subscription_retention_offer_success_1" targetRef="subscription_retention_offer_success_rest_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_12" sourceRef="subscription_retention_offer_success_rest_1" targetRef="subscription_retention_offer_complete"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_13" sourceRef="subscription_retention_offer_expiry" targetRef="subscription_retention_offer_exception_1"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_14" sourceRef="subscription_retention_offer_exception_1" targetRef="subscription_retention_offer_exception_2"></bpmn:sequenceFlow>
    <bpmn:sequenceFlow id="subscription_retention_offer_flow_15" sourceRef="subscription_retention_offer_exception_2" targetRef="subscription_retention_offer_alternate"></bpmn:sequenceFlow>
  </bpmn:process>
  <bpmn:collaboration id="subscription_retention_offer_collaboration"><bpmn:participant id="subscription_retention_offer_party" name="Customer"/><bpmn:participant id="subscription_retention_offer_pool" name="Retention offer with consent-based acceptance and expiry" processRef="subscription_retention_offer_process"/><bpmn:messageFlow id="subscription_retention_offer_request" sourceRef="subscription_retention_offer_party" targetRef="subscription_retention_offer_start"/><bpmn:messageFlow id="subscription_retention_offer_response" sourceRef="subscription_retention_offer_party" targetRef="subscription_retention_offer_reply"/></bpmn:collaboration>
  <bpmndi:BPMNDiagram id="subscription_retention_offer_diagram"><bpmndi:BPMNPlane id="subscription_retention_offer_plane" bpmnElement="subscription_retention_offer_collaboration">
    <bpmndi:BPMNShape id="subscription_retention_offer_party_di" bpmnElement="subscription_retention_offer_party" isHorizontal="true"><dc:Bounds x="20" y="20" width="2210" height="70"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_pool_di" bpmnElement="subscription_retention_offer_pool" isHorizontal="true"><dc:Bounds x="20" y="180" width="2210" height="780"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_lane_0_di" bpmnElement="subscription_retention_offer_lane_0" isHorizontal="true"><dc:Bounds x="50" y="180" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_lane_1_di" bpmnElement="subscription_retention_offer_lane_1" isHorizontal="true"><dc:Bounds x="50" y="440" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_lane_2_di" bpmnElement="subscription_retention_offer_lane_2" isHorizontal="true"><dc:Bounds x="50" y="700" width="2180" height="260"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_start_di" bpmnElement="subscription_retention_offer_start"><dc:Bounds x="162" y="292" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="108" y="335" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_intake_1_di" bpmnElement="subscription_retention_offer_intake_1"><dc:Bounds x="325" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_intake_2_di" bpmnElement="subscription_retention_offer_intake_2"><dc:Bounds x="535" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_race_di" bpmnElement="subscription_retention_offer_race"><dc:Bounds x="786" y="286" width="48" height="48"/><bpmndi:BPMNLabel><dc:Bounds x="738" y="236" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_reply_di" bpmnElement="subscription_retention_offer_reply"><dc:Bounds x="1002" y="292" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="948" y="335" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_expiry_di" bpmnElement="subscription_retention_offer_expiry"><dc:Bounds x="1002" y="812" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="948" y="855" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_checks_1_di" bpmnElement="subscription_retention_offer_checks_1"><dc:Bounds x="1165" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_decision_di" bpmnElement="subscription_retention_offer_decision" isMarkerVisible="true"><dc:Bounds x="1416" y="286" width="48" height="48"/><bpmndi:BPMNLabel><dc:Bounds x="1368" y="236" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_success_1_di" bpmnElement="subscription_retention_offer_success_1"><dc:Bounds x="1585" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_decline_di" bpmnElement="subscription_retention_offer_decline"><dc:Bounds x="1585" y="532" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_declined_di" bpmnElement="subscription_retention_offer_declined"><dc:Bounds x="1842" y="552" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="1788" y="595" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_success_rest_1_di" bpmnElement="subscription_retention_offer_success_rest_1"><dc:Bounds x="1795" y="272" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_complete_di" bpmnElement="subscription_retention_offer_complete"><dc:Bounds x="2052" y="292" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="1998" y="335" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_exception_1_di" bpmnElement="subscription_retention_offer_exception_1"><dc:Bounds x="1165" y="792" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_exception_2_di" bpmnElement="subscription_retention_offer_exception_2"><dc:Bounds x="1375" y="792" width="130" height="76"/></bpmndi:BPMNShape>
    <bpmndi:BPMNShape id="subscription_retention_offer_alternate_di" bpmnElement="subscription_retention_offer_alternate"><dc:Bounds x="1632" y="812" width="36" height="36"/><bpmndi:BPMNLabel><dc:Bounds x="1578" y="855" width="144" height="40"/></bpmndi:BPMNLabel></bpmndi:BPMNShape>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_1_di" bpmnElement="subscription_retention_offer_flow_1"><di:waypoint x="198" y="310"/><di:waypoint x="325" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_2_di" bpmnElement="subscription_retention_offer_flow_2"><di:waypoint x="455" y="310"/><di:waypoint x="535" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_3_di" bpmnElement="subscription_retention_offer_flow_3"><di:waypoint x="665" y="310"/><di:waypoint x="786" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_4_di" bpmnElement="subscription_retention_offer_flow_4"><di:waypoint x="834" y="310"/><di:waypoint x="1002" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_5_di" bpmnElement="subscription_retention_offer_flow_5"><di:waypoint x="834" y="310"/><di:waypoint x="918" y="310"/><di:waypoint x="918" y="830"/><di:waypoint x="1002" y="830"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_6_di" bpmnElement="subscription_retention_offer_flow_6"><di:waypoint x="1038" y="310"/><di:waypoint x="1165" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_7_di" bpmnElement="subscription_retention_offer_flow_7"><di:waypoint x="1295" y="310"/><di:waypoint x="1416" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_8_di" bpmnElement="subscription_retention_offer_flow_8"><di:waypoint x="1464" y="310"/><di:waypoint x="1585" y="310"/><bpmndi:BPMNLabel><dc:Bounds x="1472" y="283" width="100" height="22"/></bpmndi:BPMNLabel></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_9_di" bpmnElement="subscription_retention_offer_flow_9"><di:waypoint x="1464" y="310"/><di:waypoint x="1525" y="310"/><di:waypoint x="1525" y="570"/><di:waypoint x="1585" y="570"/><bpmndi:BPMNLabel><dc:Bounds x="1472" y="320" width="100" height="22"/></bpmndi:BPMNLabel></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_10_di" bpmnElement="subscription_retention_offer_flow_10"><di:waypoint x="1715" y="570"/><di:waypoint x="1842" y="570"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_11_di" bpmnElement="subscription_retention_offer_flow_11"><di:waypoint x="1715" y="310"/><di:waypoint x="1795" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_12_di" bpmnElement="subscription_retention_offer_flow_12"><di:waypoint x="1925" y="310"/><di:waypoint x="2052" y="310"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_13_di" bpmnElement="subscription_retention_offer_flow_13"><di:waypoint x="1038" y="830"/><di:waypoint x="1165" y="830"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_14_di" bpmnElement="subscription_retention_offer_flow_14"><di:waypoint x="1295" y="830"/><di:waypoint x="1375" y="830"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_flow_15_di" bpmnElement="subscription_retention_offer_flow_15"><di:waypoint x="1505" y="830"/><di:waypoint x="1632" y="830"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_request_di" bpmnElement="subscription_retention_offer_request"><di:waypoint x="180" y="90"/><di:waypoint x="180" y="292"/></bpmndi:BPMNEdge>
    <bpmndi:BPMNEdge id="subscription_retention_offer_response_di" bpmnElement="subscription_retention_offer_response"><di:waypoint x="1020" y="90"/><di:waypoint x="1020" y="292"/></bpmndi:BPMNEdge>
  </bpmndi:BPMNPlane></bpmndi:BPMNDiagram>
</bpmn:definitions>