Transcript Rules within an Enterprise

Rules within an Enterprise
and their management with a BRMS
DJ Des Jardins
Technical Account Manger
630.389.9922
[email protected]
What are Business Rules
Example 1:
IF a person is a senior citizen, THEN provide a 5% discount.
Example 2:
IF a person drives more than 150 miles a week to and from work, THEN add $25 to
their auto insurance premium.
Example 3:
IF a customer invests less than $5000 THEN place the customer in the bronze level.
IF a customer invests $5000 or more but less than $10,000, THEN classify the
customer as silver.
IF a customer invests more than $10,000, THEN consider the customer as gold.
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Types of Business Rules
 Derivation rule: A rule that uses an algorithm to
return a value. It can return any type of value that
makes sense in the business context in which it is
used. For example, a derivation rule may calculate
a discount or compute the total price of an order.
 Constraint rule: A rule that confirms that an
operation has met all of its obligations, and that a
particular constraint or edit has been met. For
instance, it may check that a value entered by an
external user is within legal bounds.
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What do they “DO”
Is this a valid
What is the next
application?
step in the
Is the loan
process?
Rating?
approved?
Score?
What is the
“Risk”?
What is the
price?
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What should the next
question be in the
questionnaire?
What Discount
should apply?
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Implementation of Business Rules
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Scorecard
A scorecard is an executable
implementation of a statistically
based model for attributing a number
(score) to a customer (or an account)
which indicates the predicted
probability that the customer will
exhibit a certain behavior.
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When Should Rules be Externalized
 Business logic volatility
 Turnaround times
 Regulatory compliance
 Visibility
 Complex processing
 Large number of Rules
 Reuse
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Why Externalized Rules
 Explicit documentation
of business practice
decisions.
 Clearer understanding
of application behavior
 Reuse of rules across
business processes
 Increased consistency
of business practices
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 Decreased maintenance
and testing costs
 Improved manageability
of business practice
decisions
 Increased confidence in
predicting the business
impact of changes
 Identify and correct
conflicting business rules
in different parts of the
business
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Business Rules Engine
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BRMS
Business Rules Management System
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Address Needs of Enterprise
Need secure, safe, easy,
efficient and reliable
policy change delivery
Need streamlined BR
services development
and maintenance
Development
Rule Developer
Rule Modeler
Business Analyst
Line of Business
Business Partner
Policy Manager
Line of Business Manager
Production
IT Administrator
System Manager
Need performance,
scalability, monitoring,
reliability of operations
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Components of a BRMS
Business
Analyst
Developer
Model
Analyze
Monitor
System Administrator
Author
Enterprise Rule
Repository
Validate
Policy Manager
Test
Execute
Deploy
Rule Administrator
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BRMS
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What to look for in a BRMS
 Authoring
 Auditing
 Plain English, Decision
Table, Decision Tree
 Templates
 Managing




Queries
Smart Views
Version Management
Baseline
 Validating
 Syntactic Check
 Semantic Check
 Semantic Queries
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 Version Management
 Baseline
 Query-based reporting
 Deploying
 Query base Extraction
 Rule service management
 Administration and
configuration
 Authorization policies
 Rule Service
 Display Options
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JRules - BRMS
Need secure, safe, easy,
efficient and reliable
policy change delivery
Need streamlined BR
services development
and maintenance
Development
Rule Developer
Rule Modeler
Business Analyst
Line of Business
Business Partner
Policy Manager
Line of Business Manager
Production
IT Administrator
System Manager
Need performance,
scalability, monitoring,
reliability of operations
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JRules - BRMS
Developers
Rule Studio
Business Users
Rule Scenario Manager
Rule Team Server
Rule Execution Server
Administrator
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JRules - BRMS
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