© 2010 IBM Corporation ® IBM WebSphere ILOG BRMS Release 7.1 Business Rule Management System.

© 2010 IBM Corporation

®

IBM WebSphere ILOG BRMS Release 7.1

Business Rule Management System

IBM Software Group | Lotus software

IBM Software Group | WebSphere software


Agenda

Introduction to BRMS

Business policies and Business rules

Concept of operations

IBM Websphere ILOG JRules

IBM ILOG JRules for Smart SOA

Conclusion

April 19, 2023 2




Issues

• Rules are hidden in code or isolated within the organization

• Changes are hard to track and maintain over time

• Rules used by systems have to be programmed and require IT resources

• Duplication and multiple versions of the same rules

• Lack of auditability, traceability

• Decision changes cannot be easily tested or simulated

• Rules are hidden in code or isolated within the organization

• Changes are hard to track and maintain over time

• Rules used by systems have to be programmed and require IT resources

• Duplication and multiple versions of the same rules

• Lack of auditability, traceability

• Decision changes cannot be easily tested or simulated

Business rules are crucial to operational systems, and they change over time. The

traditional (ad hoc) approach of dealing with rule changes leads to…

Traditional Approach for Managing Decision Change

Reduced organizational agility Reduced employee productivity Increased load on IT

Where Business Rules Typically Exist

Applications

ProcessesPeople

Documents




Where Business Rules Typically Exist

Applications

ProcessesPeople

Documents

Business Rule Management System

Rules are Defined, Analyzed

and MaintainedUser Tools

Rules are Stored and

Shared

Rule Repository

Rules are Deployed, Executed

and MonitoredRule Server

April 19, 2023 4

The Smarter Approach – Easy, Safe, Reliable Change with BRMS Eliminate decision silos Make decision logic accessible to Business and IT Allow business users to manage rules Implement fine-grained, context-specific decision automation Reduce maintenance time/cost



© 2010 IBM CorporationApril 19, 2023 5

DeveloperBusiness - IT

Weeks / MonthsDays / Weeks

Functions /Tasks / FlowDecisions / Policies

Redefined Application Change Cycle




Managing Change Across the Organization

Production IT Administrator

System/Ops Manager

Line of Business Business PartnerPolicy Manager

Line of Business Manager

Development Rule DeveloperRule Modeler

Business Analyst

I need performance,scalability, monitoring and

reliability of operations

I need easy, efficient and reliable

policy change delivery

I need a comprehensive rules

development and maintenance environment




Administrator

Rule Execution Server

Developers

Rule Studio

April 19, 2023 7

Comprehensive Environments for Every User

Business Users

Rule Team Server

Rule Solutionsfor Office

WebSphere ILOG BRMS




Model

Author

Validate

Test

Deploy

Execute

Monitor

Analyze

BusinessBusinessAnalystAnalyst

DeveloperDeveloper

Policy ManagerPolicy Manager

Rule AdministratorRule Administrator

System AdministratorSystem Administrator

Enterprise Rule Repository

April 19, 2023 8

WebSphere ILOG BRMS – Full Rule Lifecycle Support




Agenda






Conclusion

April 19, 2023 9




Business Rule Language

Supports all kind of rules: Basic to cross validations

Derivations

Inference based rules

Calculations rules

Product offering

Underwriting

Scoring

Rating…

ifthe credit score of the borrower is less than 200thenadd "Credit score below 200" to the messages of the loanreject the loan;

ifthe type of claim is Veterinary cost thenProcessing type for claim is : AutomateelseProcessing type for claim is : Manual

Customizable vocabulary specific to your organization, industry, application (etc.)

Supports language localization Integrates with external data sources (e.g.

list of countries) Drop down lists for customized domain

data Templates facilitate new rule creation

April 19, 2023 11




Advanced Decision Tables

Built-inGap/Overlap

Checking

Automatic Rule

Generation

Actions

April 19, 2023 12




Actions

Condition

Values

Automatic Rulegeneration

Built-in Gap/Overlap

checking

April 19, 2023 13

Decision Trees




Rule Authoring: Visual Decisioning Flow Graphical editor to model and control rule execution sequence (ruleflow)

FunctionTask

Pre/Post Conditions

RuleTask

FlowConditions




Examples of Customer BRMS Applications




Agenda






Conclusion

April 19, 2023 16




“customer”

• the name of …• the birthday of …• the number of accidents of …• the … is a high risk driver• …

“customer”

• the name of …• the birthday of …• the number of accidents of …• the … is a high risk driver• …

Business Object Model Rule Vocabulary Business Rule Language

Developer IT / BusinessRule Developer /Business User

CustomerInfo

• name• birthday• getNumAccidents()• isHighRiskDriver()• …

CustomerInfo

• name• birthday• getNumAccidents()• isHighRiskDriver()• …

Rule: High risk driver

if

the birthday of customer is after 12/9/1975 andthe number of accidents of customer is at least 3

thenset the customer as a high risk driver

Règle: Conducteur à risque

si

L’anniversaire du client est après le 12/9/1975 etle nombre d’accident du client est au moins 3

alorsClasser le client comme conducteur à risque

Automatic generation

of the rule vocabulary.

Comprehensive

industry focused

business terms

to define its data and

associated actions.

Localizable vocabulary

April 19, 2023 18

Rule Editing with Domain Specific Languages




Ruleset A

Rule 1

Rule 2

Version 1.0

Version 1.1

Version 2.0(Current version)

Version 1.0

Version 1.1

Ruleset B

Rule 3

Rule 4

Version 1.0

Version 2.0(Current version)

Rule Maintenance

Ruleset AVersion 1.0

Ruleset BVersion 1.0

Runtime

RuleApp ABVersion 1.0

Ruleset AVersion 2.0

Ruleset BVersion 1.0

RuleApp ABVersion 2.0

BaselinesRuleset Snapshot <Date>

April 19, 2023 19

Flexible Rule Deployment with Versioning




Business Rule Management

Rule QueryRule Query

Rule AnalysisRule Analysis

Rule HierarchyRule Hierarchy

Rule VersioningRule Versioning

Rule TemplatesRule Templates

Rule Governance

Rule LifecycleRule Lifecycle

Rule PermissionRule Permission

Rule StatusRule StatusRule Team Server Rule Team Server

RepositoryRepositoryRule Team Server Rule Team Server

RepositoryRepository

Rule ReportingRule Reporting

Rule Testing SimulationRule Testing Simulation

Rule OverridingRule Overriding

April 19, 2023 20

Flexible Rule Deployment with Versioning




Agenda






Conclusion

April 19, 2023 21




WebSphere ILOG JRules 7.1 Components

Design

Maintain

Share

Deploy

Line Of Business

Production

Development


Rule Studio

Rule TeamServer

Decision ValidationServices

Rule Repository

TransparentDecision Services

Rule ExecutionServer

Rules for COBOL

CustomWeb

Applications



© 2010 IBM Corporation 23

360° new features review (Release 7.1) Rule Team Server

– Intellirule editor

– Single-click edit in RSO without publish/update

– Completeness report

– Permission setting on Servers

Rule Solutions for Office

– Ruleflow editor

Decision Validation Services

– Domain support in Excel scenario provider

– User-defined report name

– Hyperlink on rules in test/sim report

– Side by Side Simulation (or Test Suite) comparison

Decision Warehouse

– Rule Session MDB

– Decision ID support for rule session MDB, TDS

– WebSphere 6.1, 7.0, WebLogic 10, JBoss 4.2, 5.0 Rule Session EJB


– New maximum idle time ruleset property

– Ruleset usage monitor

– Profiling for estimated ruleset memory size

– Ruleset caching extension point

– Ruleset Testing in RES console

Synchronization

– WebDav support RTS-RSO synchronization

– Selective push synchronization

Rule Studio for Java

– Rule project statistics

– Ruleflow editor convergence

– Ruleset build automation

– Intellirule editor improvements

– SCA component export wizard

– Eclipse 3.4 port (V7.0.2)

JRules to .NET deployment




Rule Studio (RS)

Eclipse-based Development Environment

April 19, 2023 24

• Developers• Business Analysts

Rule Studio




RS: Low Cost of Ownership for Developers Ease to learn

– Familiar environment

– Project map for new users

– Follows Eclipse style and design guidelines

Easy to use

– Auto-completion in rule text editor

– Re-factoring

– Wizard-driven Java, XML, WSDL data integration

Productivity

– Integrated Rules and Java debugging

Rule Studio




RS: Strong Support for Business Analysts Business rule modeling support

– Business Object Model

– Business vocabulary

– Templates creation

• If..then..else, Decision tables and decision trees

– RuleFlow

Support for large organizations

– Modular Business Object Model

– Modular Project organization

– Semantic queries

Rule Studio




Selective Push RS-RTS synchronization (New)

Also available for headless synchronization

"-selector [query] : BQL Query to select rules to be synchronized\n"

Select based on• Artifact type• Query results

Rule Studio(Eclipse-based)

Rule TeamServer

Value• Just synchronize what needs to be updated• Optimizes synchronization time for big rule projects




Increasing business logic completeness (New)

28

•New in 7.1:• Rule project completeness checking• Query based completeness analysis• Gaps detection and correction suggestion




RS: Integration with SD Infrastructure

Asset Management

– JRules Projects Artifacts stored as file

– SCC Integration through Eclipse

– Reporting

Build & Deployment Management

– Interactive

– Batch Mode

Test Management

– Decision Validation Services

– Interactive and Batch Test Executions

Rule Studio

April 19, 2023 29




Rule Team Server (RTS)

Web-based Management Environment

• Line Of Business• Analysts• Policy Manager

Rule TeamServer

April 19, 2023 30




RTS: Web-based Console for Rule Maintenance Access rule artifacts concurrently without conflict or

delay

Represent complex policies using rule overrides and hierarchies

Take control of very large rulebases with Smart Views, easy search and reporting

Get automatic notification of potential rule conflicts, redundancies

See where rules are used across projects using queries

Hot-deploy rule changes in minutes

Secure, integrated with enterprise security facility including single sign-on

Rule TeamServer




RTS: Easy To Use, Easy To Learn

Domain-specific rule vocabulary

Simple, consistent UI metaphors

Template support

Wizard-based dialogs

Guided rule editors

Real-time error checking

Online help

Rule TeamServer

April 19, 2023 32




Authoring

– Plain English, Decision Table, Decision Tree

– Quick edit mode using MS Office

– Templates

Managing

– Queries

– Smart Views

– Version Management

– Baseline

Validating

– Syntactic Check

– Semantic Check

– Semantic Queries

Testing / Simulating

– Decision Validation Services

Auditing

– Version Management

– Baseline

– Query-based reporting

Deploying

– Query base Extraction

– Rule service management

Administration and configuration

– Authorization policies

– Rule Service

– Display Options

33

RTS: A Complete Set Of Capabilities

Rule TeamServer




Extended rule authoring experience (New)

34

Direct MS edit modeDirect MS edit mode

Decision Table in MS ExcelRule Flow in MS Word Action rules in MS Word

One click

• New in RTS 7.1:• Direct access to MS editing• Ruleflow edition thru Word• Automatic synchronization• Automatic lock of edited elements




Extended rule authoring experience (New)

35

Intellirule Rule editor in RTSIntellirule Rule editor in RTS

•New in RTS 7.1:• Guided rule writing in RTS• Automated text completion• Hierarchical display• Problem list view• Selectable rule editors




3rd party document repository based RTS-RSO (New) synchronization

•New in 7.1:• WebDav integration• Synchronization between RTS and RSO documents stored in WebDav compliant document repositories

WebDav SupportWebDav Support




RTS: Enterprise Grade Rule Management

3600 view of the enterprise business rules

– Project-based approach

– Meta-data support

– Smart views

– Semantic queries

Secure

– Integrated with Enterprise security facility including single sign-on

– Role-based access

– Version control

Complete

– Rule creation / modification / testing & simulation / hot deployment

Auditable

– All artifact modifications are stored and versioned

– Project Baseline can be created and restored at any time

Designed for scalability

– RDBMS-based repository

Internationalization (i18n)

Rule TeamServer

April 19, 2023 37




Rule TeamServer

RTS: Ready for Customization

Custom Web Interface

Out-of-the-box (OOTB) Interface

Personalization using RTS customization APIs

Screens and access configuration using RTS configuration menus

Custom web interface using JRules Web components

Customized Interface

Rules Repository

April 19, 2023 38




Rule Execution Server (RES)

Managed Execution Environment

• Rule Administrator• System Administrator• Rule Auditor


April 19, 2023 39




RES– High Performance and Scalability High performance and scalable rule execution

– Support transactional and batch rule execution– Inference (forward-chaining) and sequential rule engine – Cluster enabled

Integrate with Java, XML, WSDL

Exposes rule services as

– Rule Session (POJO, EJB or MDB)

– Transparent Decision Services (Web Services)

Rule services management & monitoring

– Rule Persistence and Versioning

– Rule Execution statistics & trace

– JMX-based administration console


April 19, 2023 40




Providing detailed ruleset usage statistics for Administrator (New)

Better transparency• On the usage• On the consumption




42

Support Java XOM based Ruleset and Decision Service (New)

Requires RAD 7.5 and SCA 1.0.1 SupportPac for WebSphere Application Server 7.0

•New in 7.1:• Java based ruleset can be exposed as Decision services




RES: Decision Warehouse Included with Decision Validation

Services

Traces decisions in production applications

– Logs execution trace

– Input / Output data

– Execution results

– Executed Tasks

– Rules Fired

– Queries

– Open API to connect 3rd Party BI tools






April 19, 2023 44

Decision Warehouse – Hyperlink to RTS




Historical TracesHistorical Traces

Existing Database

Decision Traces

April 19, 2023 45

Decision Warehouse Architecture


Third-party BI Tool

BORROWERBORROWER

LOANLOAN

Decision TracesDecision Traces

Operational System Reporting and Analysis

Management Console

Execution Components Extension

Store Traces

Query

Transform & Store

Generate Report





Rule Solutions For Office (RSO)

Business user rule authoring and maintenance using Microsoft Office Word and Excel

• Line Of Business• Subject Matter Expert


April 19, 2023 46




RSO: Empowering Business Users

Decision table editing in MS Excel 2007

– Automatic Spread sheet generation from RTS

– Additional DT menus in MS Excel

– Automatic Gap / Overlap detection in the spreadsheet

Action rules and RuleFlow editing in MS Word 2007

– Automatic Document generation from RTS

– Additional Rule menus in MS Word

– Guided rule edition in Word

– Vocabulary access


April 19, 2023 47




RSO: Publish Ruledocs from RTS

Publish

Rule Filter

Rule OrganizationLocale Selection


Rule TeamServer





RSO: Editing a Decision Table in MS ExcelDecision Table Toolbar

Problem List

Automatic rule translation

Gap / OverlapHighlight

ArtifactProperties

MS Office Excel





RSO: Editing an Action rule in MS Word

ProblemList

Rule Toolbar

Guided editor with automatic completion

BusinessVocabulary

RuleDocOutline

MS Office Word





RSO: Editing a Rule Flow in MS Word (New)

ProblemList

Rule Toolbar

Graphical editor

BusinessVocabulary

Complete Graphical toolbar

MS Office WordRule Solutions

for Office




RSO: Updating Ruledocs in RTS

Update

SynchronizationAction


Rule TeamServer





Decision Validation Services (DVS)

Functionality Overview

– Out-of-the-box ruleset testing in Rule Team Server

– Business impact simulation in Rule Team Server

– Scenario configuration and customization in Rule Studio

– Audit - Decision Warehouse in Rule Execution Server

Functionality Overview

– Out-of-the-box ruleset testing in Rule Team Server

– Business impact simulation in Rule Team Server

– Scenario configuration and customization in Rule Studio

– Audit - Decision Warehouse in Rule Execution Server





DVS: Scenario Definition

54

Input Data

Expected Results

RulsetTests





DVS: Test Suite in Rule StudioGenerated

Scenario Document

Configurationediting

Detailed ScenarioReportsDecision Validation

Services




DVS: Test Suite in RTS

Individual ScenarioResult

ConsolidatedResults

RTS Test Suite Results

Detailed ScenarioReports





Champion and challenger capabilities (New)

Side by side comparisonSide by side comparison

Today Tomorrow

• New in DVS 7.1:• Test suite comparison• Simulation suite comparison• Champion and challenger scenario• Allows what if analysis





April 19, 2023 58

Decision Validation Services Architecture

Decision WarehouseDecision Warehouse

Rule Team Server (RTS)Rule Team Server (RTS)

RenderersRenderers

ScenarioScenario

KPI ResultKPI Result

Rule E

xecution Server

Rule E

xecution Server

Scenario Service Provider (SSP)Scenario Service Provider (SSP)

XOMXOM Scenario ProviderScenario Provider

Key Performance IndicatorKey Performance Indicator

RTS RepositoryRTS Repository

RulesTest SuitesSimulationsRun reports

Rules FiredTransaction

data

Deploy Testing Ruleset

Run

Report

Rule Studio Rule Studio

Deploy Extensions

DVS ProjectDVS Project

FormatFormat

Generate Extension Templates

Excel Configuration

Runner

Excel Configuration

Runner

Run




Rule Studio: DVS Customization

Format customization :

– how scenario data is built

– how a test/simulation runs

– how the results are rendered

Extension Points

– Scenario Provider –how scenario data and tests are built

– RTS Scenario Provider Renderer – It captures user input in RTS when defining a Test Suite/Simulation

– KPI – how a KPI is computed and results are stored

– RTS KPI Result Renderer how a KPI result is rendered in RTS






April 19, 2023 60

Customization Extension Points in DVS

Scenario Provider

JSP page

DatabaseDatabase

Storable KPI result

KPI

Java CodeJava Code DatabaseDatabase

Eclipse custom configuration

Eclipse custom configuration




Business Simulation (RTS) - Customization

Custom Reports

Custom ScenarioProvider

API Level API L

evel

Custom KPIs





Agenda






Conclusion

April 19, 2023 62




JRules in the IBM SOA Reference Architecture

Business Innovation & Optimization Services

Dev

elo

pm

ent

Ser

vice

s

Interaction Services Process Services Information Services

Partner Services Business App Services Access Services

ESBFacilitates communication between services

IT S

ervi

ceM

anag

emen

t

Infrastructure Services

Rule integrationRule authoring, governance,

testing and simulation

Complex decisionautomation

Personalization Process routing Data processing

Rule Team Serverfor business users

Rule Studiofor developers

Rule Solutions for Officefor business users


DecisionService

April 19, 2023 63

DecisionService

DecisionService




Business Rules as Decision Services

Rule Execution Server allows to expose any ruleset that processes XML as a Web Service without code deployment makes these SOA-style integrations very easy

boolean checkEligibility (Customer cust)Risk getScore (CreditRequest request)


Transparent Decision Service

Rule Engine

ILOG JRules


April 19, 2023 64




The business logic within business processes changes

more frequently than the business processes themselves

BPM & BRMS interoperability overview

Fraud

Detection

ReviewProcess

Order

Order

Validation

YesNo

Order validation rules

Fraud detection rules

Computation rules

Order parameter

Report parameter

(e.g. exception)

Exception?

NoYes

Exception

handling

Orderaccepted?

Rule Repository

Rule Repository

TransparentDecision

Service

TransparentDecision

Service

Editing toolsEditing tools

Deploy rules

BPM IBM ILOG JRules


April 19, 2023 65




Integration with IBM WID/WPS

Interface

Reference


Rules Repository

Available today for v6.7 Coming soon for v7.0

ILOG connector components

Interface

Reference




Agenda






Conclusion

April 19, 2023 67




Benefits of the ILOG BRMS

Reduced lead times for changes

Fast, reliable of customer loyalty offers, deployed directly by

business users(retail)

Internal/external compliance

Support of complex regulations that vary by customer

location and product line(insurance)

More personalized client interactions

2.5x improvement in acceptance of cross-sell offers (retail banking)

Business – IT alignment

Reduced new policy implementation by 50%

(financial services)

68

BRMS




ILOG JRules BRMS – Manage Change with Confidence

Implement change in a way that is easy, safe and predictable

Reduce the time and cost required to develop and maintain operational systems that are affected by change

Provide a way for IT and Business functions to work collaboratively on defining and updating the decision logic that drives operational systems

Increase the visibility of how systems use and are affected by decision logic




Central resource for developers, architects and IT managers to share industry knowledge, experience and best practices surrounding BRMS.

• Quick start tutorials

• Online forums, blogs

• White papers

• Recorded webinars

• Meet the experts

• Analyst reports.

April 19, 2023 70

Developer Works BRMs page

http://www.ibm.com/developerworks/websphere/zones/brms/




Q&A

© 2010 IBM Corporation ® IBM WebSphere ILOG BRMS Release 7.1 Business Rule Management System.

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Transcript of © 2010 IBM Corporation ® IBM WebSphere ILOG BRMS Release 7.1 Business Rule Management System.