Transcript Your Presentation Title

WebSphere ILOG Business Rule
Management System (BRMS) Overview
December 2009
© 2010 IBM Corporation
Agenda
 Value Proposition of a Business Rule Management System (BRMS)
 Synergies of BRMS and Business Process Management
 Why WebSphere ILOG BRMS
 What’s New in WebSphere ILOG BRMS 7.1
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© 2010 IBM Corporation
Vast majority of CEOs experience the New Economic Environment
as distinctly different
The New Economic Environment
13%
18%
More volatile
69%
Deeper/faster cycles, more risk
14%
21%
More uncertain
65%
Less predictable
18%
22%
More complex
60%
Multi-faceted, interconnected
26%
21%
Structurally different
53%
Sustained change
Not at all/to a limited extent
To some extent
To a large/very large extent
Source: IBM Global CEO Study 2010
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© 2010 IBM Corporation
Business Decisions are Everywhere…
We need to add an
eligibility check to meet
the requirements of the
new regulation.
Let’s create a special
promotion for our
best customers.
Up-sell/Cross-sell offer
Commissions / Royalties
Underwriting
Compliance Screening
Tax calculation
Documentation Requirements
Billing
Fraud assessment
Configuration
Eligibility
Pricing
Benefit calculation
Accounting Disposition
Product Selection
Can we automate
approvals for this type
of order?
And They Change Frequently
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© 2010 IBM Corporation
Traditional Approach for Managing Decision Change
The traditional (ad hoc) approach of
dealing with rule changes leads to…
Where Business Rules Typically Exist
 Reduced organizational agility
 Reduced employee productivity
 Increased load on IT
Issues
 Rules are hidden in code or isolated
within the organization
 Changes are hard to track and
maintain over time
Documents
Applications
 Rules used by systems have to be
programmed and require IT resources
 Duplication and multiple versions of
the same rules
 Lack of auditability, traceability
People
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Processes
 Decision changes cannot be easily
tested or simulated
© 2010 IBM Corporation
Manage and Automate Decision Logic with BRMS
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Eliminate decision silos
Make decision logic
accessible to Business and IT
Implement fine-grained,
context-specific logic
Business Rule Management System
Where Business Rules Typically Exist
Rules are
Defined,
Analyzed and
Maintained
User Tools
Rules are
Stored and
Shared
Documents
Applications
Rule Repository
People
Rules are
Deployed,
Executed and
Monitored
Processes
Rule Server
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© 2010 IBM Corporation
Benefits of a BRMS Approach
What does it enable?
What is the value?
BRMS
 Reduce time and resources
required to deploy changes
 Lower maintenance costs;
respond quickly to change
 Author and maintain rules using
non-technical language
 Business experts can manage
and validate decision logic
 Express decision logic with
increased precision
 Increase profitability of product,
pricing and promotional offerings
 Make decisions based on
specific context
 Customize decisions when
possible, standardize if needed
 Increase decision automation
 Improve process efficiency
 Improve visibility and
understanding of how decisions
control systems
 Ensure compliance; enable
sharing/re-use of decision logic
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© 2010 IBM Corporation
Telecommunications software provider
BRMS for order management
Business need: Telecommunications companies commonly lease
lines or services from one another. Services orders:
 Can be high in volume
 Must adhere to complex rules and standards to be processed
accurately and efficiently.
 Must be perfectly configured before they can be accepted and
service provided.
Solution: Telecom provider has preloaded a set of rules covering
regulations; solution is customized with customer-specific rules.
 Rules are used for validating data and automating order processing.
 WebSphere® ILOG JRules BRMS provides an intuitive environment
for authoring and deploying rules, and a central repository for storing
rules outside the application.
 Both business and IT personnel can update the rules, accelerating
the implementation of new policies and regulations.
“I really appreciated the
architecture of IBM WebSphere
ILOG JRules. I could see that it
would allow us to better deal
with the many changes that occur
during the order management
process in telecommunications.
This architecture lets us deliver
timely updates and be more
responsive to our customers.”
— Telecommunications provider
 Industry: Telecommunications
 Solution: Exchange Path
Benefits:
 Deployment country: Worldwide
 Automated order processing
 Faster service delivery
 Ensured compliance
 Product:
WebSphere® ILOG JRules BRMS
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© 2010 IBM Corporation
Agenda
 Value Proposition of a Business Rule Management System (BRMS)
 Synergies of BRMS and Business Process Management
 Why WebSphere ILOG BRMS
 What’s New in WebSphere ILOG BRMS 7.1
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© 2010 IBM Corporation
IBM and Business Rule Management
WebSphere ILOG BRMS is the IBM technology for creating,
maintaining and implementing decision services…
Provides a convenient
communication channel
between IT and business teams
Allows for easy implementation
and reuse of business rules
across the enterprise
Offers flexible options for
progressive IT modernization
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© 2010 IBM Corporation
DNA of the Agile Enterprise
Rules Management
Process Management
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Defines and orchestrates the end-to-end process
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Combines automation with user interaction
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Is fundamentally concerned with operational
efficiency of the organization
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Defines and executes specific decision points in processes
and applications
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Is focused on automating and improving decisions
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Is fundamentally concerned with the operational
intelligence of the organization
© 2010 IBM Corporation
Process Improvement with BRMS
 Processes are too complex to maintain
Streamline processes by externalizing decision logic
 Cost per transactions is too high
Increase decision automation
 Update times are too long
Business users can manage decision lifecycle
Business and IT can easily collaborate for deployment of new rules
 Business policies are not shared across processes or
applications
Manage business policies as an enterprise asset
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Copyright© 2008 - ILOG, Inc., All Rights Reserved
© 2010 IBM Corporation
BRMS Brings Enhanced Agility for BPM
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Streamline processes
Facilitate change
Re-use decision assets
Maximize automation
Improve governance
WebSphere
ILOG BRMS
User Tools
Rule Repository
Transparent
Decision Service
Orchestrated Processes
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Execution Server
Automated Business
Decisions
© 2010 IBM Corporation
Flexibility, Scalability of a BRMS + BPM Approach
Critical for a long-term process improvement program
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Different roles can drive process
and rules management
 Process improvement team: process owners,
analysts, developers
 Policy managers & analysts (e.g., pricing,
eligibility, risk/compliance specialists)
Processes and decision services
can be deployed independently
 Implementation can be done in parallel or staged
according to priorities
Process and decision changes
can have separate lifecycles and
governance requirements
 Decision changes tend to be more frequent
 Externalizing rules allows processes to remain
more stable and streamlined
Decision services can be shared
and reused across processes and
other applications
 Change once, apply everywhere
 Ensure decision consistency when required by
policies or regulations
© 2010 IBM Corporation
Castilla y León Social Services Agency
Spanish Regional Government administers social services with WebSphere ILOG BRMS
Business challenge:
Spain’s passage of a law promoting care and autonomy for dependent
people compelled the agency to reengineer its IT systems to comply with
new regulations, as well as provide better service to citizens.
Solution:
Implementation of a centralized, process-oriented management system for
granting benefits, automating the agency’s work and shortening services
delivery. The new system is based on:

IBM FileNet® Business Process Manager as its business process
management (BPM) system.
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WebSphere® ILOG JRules® BRMS for the development, deployment execution and maintenance of the business rules governing the decisions
to be taken in the process.
Benefits:
 Faster delivery of social benefits with improved transparency of
decisions related to the benefits process
 Rapid compliance with new legislation
“We identified the business rule
management system as a key
component for improving the
agility of our IT architecture in
order to cope with regulatory and
internal policy changes. We chose
IBM WebSphere ILOG JRules
because of the depth of its
functionality, robustness, ease of
use and integration.”
— Project Director, Social Services Management
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Industry: Government
Solution: Social benefits eligibility
Deployment country: Spain
Products:
o IBM WebSphere® ILOG JRules®
o IBM FileNet® P8 Platform
 Business user access to rules
 What-if simulation of policy changes
 History of rules
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© 2010 IBM Corporation
Agenda
 Value Proposition of a Business Rule Management System (BRMS)
 Synergies of BRMS and Business Process Management
 Why WebSphere ILOG BRMS
 What’s New in WebSphere ILOG BRMS 7.1
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© 2010 IBM Corporation
WebSphere ILOG BRMS: What Makes Us Better
 The most complete BRMS solution
 A comprehensive, collaborative solution that meets the needs of all stakeholders
involved in managing decisions across the organization, and fits the widest range of
enterprise architectures.
 Superior decision governance capabilities
 Easy, safe and predictable management of decision logic throughout its entire lifecycle,
from initial development and deployment, through monitoring and maintenance due to
ongoing change.
 Recognized BRMS leadership
 More than just technology, IBM provides the services, expertise and community that
allow organizations to achieve long-term success in their use of BRMS.
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© 2010 IBM Corporation
Most Complete BRMS Solution
Value: everything needed to build,
deploy and maintain rule-based
applications; fits the widest range of
enterprise architectures.
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Specific, comprehensive environments for all business rule stakeholders
Flexible rule authoring capabilities
Multi-locale rule management support, fully localized rule language
Configurable interfaces, embeddable components, comprehensive APIs
Robust, scalable and configurable rule execution
Comprehensive platform support fits into the enterprise IT stack
© 2010 IBM Corporation
Superior Decision Governance
Value: easy, safe and predictable rule management
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Enterprise rules repository provides central source of “truth”
Complete rule management environment for business users
Role-based controls
Comprehensive decision insight capabilities (user-configurable navigation,
queries and reports, rule analysis, version comparisons, rule testing and simulation)
What was changed in the
latest revision?
What is the impact of this
change?”
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Who approved the change
for deployment?”
© 2010 IBM Corporation
Recognized BRMS Leadership
Value: ensuring success for implementing enterprise software
solutions through our ability to support the customer.
 Strongest worldwide presence
 Technology leadership
 Industry-leading methodology
and best practices
 Best community support
 #1 in market share
 More customers, with
representation across every
major industry
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© 2010 IBM Corporation
Examples of Customer BRMS Applications
Banking
• Loan Origination
• Credit Decisioning
• Sales Advisory
• Payments
• Accounting
Telecom
• Offer Configuration
• Order
Management
• Fraud Detection
and Management
• Loyalty Programs
• Network Monitoring
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Insurance
• Claims Processing
• Underwriting
• Quoting
• Rating
• Commissioning
Transportation
and Travel
• Promotions
Management
• Loyalty Programs
• Customer Service
• Billing
• Contract
Management
Capital
Markets
Public
Sector
• Automated Trading
• Trade Order
Management
• Accounting
• Compliance KYC /
AML
• On Boarding
• Claims Processing
• Entitlement and
Benefit calculation
• Fraud Detection
and Management
• Screening and
Targeting
Retail
Manufacturing
• Online
recommendation
• Campaign
Management
• Order
Management
• Pricing
• Order
Management
• Billing
• Contract
Management
© 2010 IBM Corporation
Top 5 U.S. transportation and logistics company
Transport services centralized billing
Business need:
This transport services company operates out of more than 300
sites in the U.S., Canada and Mexico; the company depends
heavily on their IT systems to meet contract provisions in its
billing and payroll systems.
Solution:
 Centralization of multiple systems in order to ensure
consistency and compliance.
 Using the WebSphere® ILOG JRules BRMS, in just
nine months the company created a flexible contracts
management environment.
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“IBM WebSphere ILOG JRules
has been a great investment for
us. It gives us compliance with
Sarbanes-Oxley and automates
where only manual processes
were used. Operating efficiency
is up and missing dollars are
coming in. We have visibility into
our business that we never had
before.”
— Transport services company
Benefits:
 Industry: Logistics
 Increased revenue through billing of contractual activities
that were being missed with manual systems
 More accurate payroll management through automation
 Faster billing cycles and more comprehensive invoices
derived from rules for rate management
 Centralized rule repository ensures enterprise-wide
compliance with corporate and industry regulations
 Solution: Billing and payroll
 Deployment country: North
America
 Product:
IBM® WebSphere® ILOG JRules
© 2010 IBM Corporation
Benefits of WebSphere ILOG BRMS
Reduced lead
times for changes
More personalized
client interactions
Fast, reliable updates of
customer loyalty offers, deployed
directly by business users
Automated, interactive
screening for over 40 different
government programs
(local gov.)
(retail.)
BRMS
Internal/external
compliance
Support of regulations that
vary by customer
location and product line
(insurance)
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Business – IT
alignment
Business user control of rules
reduced new policy
implementation by 50%
(pension admin.)
© 2010 IBM Corporation
Agenda
 Value Proposition of a Business Rule Management System (BRMS)
 Synergies of BRMS and Business Process Management
 Why WebSphere ILOG BRMS
 What’s New in WebSphere ILOG BRMS 7.1
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© 2010 IBM Corporation
WebSphere ILOG Business Rules Product Family
Manage
Development
Design
JRules BRMS
Rule Studio
(Visual Studio-based)
Rule Studio
(Eclipse-based)
Decision Validation
Services
Rules for .NET BRMS
Rule Team
Server
Rule Solutions
for Office
Share
Line Of Business
Common Usage
Rule Repository
Deploy
Enterprise-wide
Production
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Rule Execution Rules for COBOL
Server for Java
Transparent
Decision Services
Rule Execution
Server for .NET
© 2010 IBM Corporation
Rule Management for Business Users
 Web-based collaborative environment
 Easy-to-Use, Easy-To-Learn
 Powerful Governance Capabilities
What’s New
 Intellirule editor support
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Interactive, contextual rule editor currently
available in Rule Studio and Rule Solutions
for Office
 Quick edit feature for Rule Solutions
for Office ruledocs
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Allows editing of individual rules/decision
tables in MS Word and Excel without
requiring user to go through the publish
process
 New analysis capability
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Check project completeness looks for gaps
in rulesets and complements the existing
project consistency analysis
© 2010 IBM Corporation
Guided Rule Editing in Microsoft Office
 Extends rule maintenance across the organization
 “Ruledocs” have full understanding of object model and rule syntax
 Integrated with Rule Team Server
What’s New
 Ruleflow editing in MS Word
 Webdav support for RSO ruledocs
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© 2010 IBM Corporation
Business User Testing and Simulation
 Meets the needs of business and IT
 Test rules before deploying
 Assess business impact of changes
What’s New
 Champion – Challenger reports
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Side-by-side graphical comparisons of
different runs of a simulation scenario
 Testing sample for Rules for .NET
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Sample shows .NET developers how to
build test scenarios that allow business
users to use MS Excel as a testing
mechanism
© 2010 IBM Corporation
Rule Management for IT/Development
Rule Studio for Java
Rule Studio for .NET
 Eclipse and Visual Studio-based IDEs
 Comprehensive app development capabilities
 Source code control integration
What’s New
 Support for Eclipse 3.4 (RS Java)
allows shell sharing with WID, WBM,
RSA and Rational Developer for z
 Incorporate rule-based scorecards
as part of a decision service (RS
Java)
 Selective push synchronization with
Rule Team Server
 Sample for creating test suites in
Excel (RS .NET)
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© 2010 IBM Corporation
Managed Rule Execution
 Centralized management of deployed rules
 Highly scalable, configurable rule engine
 Runs on widest range of platforms
What’s New
 Ruleset caching configuration to
improve execution performance
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Define the lifespan of cached rulesets
Eliminates unneccessary parsing of
rulesets after idle time or when dealing
with large numbers of rulesets
 Additional usage statistics for
administrators
 .NET engine deployment for
JRules apps
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© 2010 IBM Corporation
BRMS for Legacy Applications
Business Rule Management System
Rules are
Defined,
Analyzed and
Maintained
 Increased agility for management of automated business
decisions in COBOL applications
 Improved visibility of decision logic
 Enables progressive application modernization strategy
User Tools
Rules are
Stored and
Shared
Rule Repository
What’s New
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Enhanced ability to import, verbalize and manage
the business model for the COBOL project
Additional JRules rule authoring capabilities for
generation of COBOL code
Improved error reporting of authored rules to
ensure COBOL code generation is correct
Rules are
generated as
COBOL copybook
for execution in
IMS, CICS, batch
© 2010 IBM Corporation
Design
WebSphere ILOG BRMS 7.1 – Manage Rules with Confidence
Manage
Development
Share
Line Of Business
Create with Confidence
 Eclipse or Visual Studio-based IDEs; easily extend rule projects to Webbased rule management environment
 Customizable natural language and graphical rule authoring
Change with Confidence
 Web-based environment provides centralized access to rules and governed
rule management
 Integrated business user testing and simulation
 Guided authoring through Web environment or Microsoft Office Word/Excel
Share with Confidence
 Rule repository provides single source of truth
 Role-based access control of business policies
Enterprise-wide
Deploy
Deploy with Confidence
 Integrated monitoring and management of production rule applications
 Cross-platform decision services for SOA deployment
 Decision Warehouse for improved compliance auditing and reporting
Production
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© 2010 IBM Corporation
Australian Health Insurance Fund
Straight Through Processing (STP) for Health Insurance Claims
Business need:
The company needed a claims assessment module that could
process thousands of claims per day, while supporting new
offers, regulations and business demands.
Solution:
Selected the IBM® WebSphere® ILOG Rules for .NET BRMS:
 Business users can directly access the rules and implement
policy changes in less than a day.
 Rules for .Net provides a fast, highly scalable rule engine
capable of real-time performance.
Benefits:
 Faster implementation time
 Transparent business policies
 Direct rule access for business users
“WebSphere ILOG BRMS was the
right strategy. Not only have we
realized our vision of straightthrough processing, WebSphere
ILOG Rules for .NET has enabled
us to become a leader in the field
of claims automation.
— CIO, Australian Health Insurance Fund
 Industry: Insurance, Healthcare
 Solution: Claims Processing
 Deployment country: Australia
 Product:
IBM® WebSphere® ILOG Rules
for .NET
 Improved regulatory compliance
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© 2010 IBM Corporation
ILOG BRMS Benefits
 Implementing change in a way that is easy, safe and
predictable
 Reducing the time and cost required to develop and
maintain operational systems that are affected by
change
 Providing a way for IT and Business functions to work
collaboratively on defining and updating the decision
logic that drives operational systems
 Increasing the visibility of how systems use and are
affected by decision logic
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© 2010 IBM Corporation
Q&A
© 2010 IBM Corporation