Leveraging Business Rules in TIBCO BusinessEvents


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Leveraging Business Rules in TIBCO BusinessEvents, TIBCO, TUCON 2007, Tim Bass, Principal Global Architect, Director Emerging Technologies Group TIBCO Software Inc.

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Leveraging Business Rules in TIBCO BusinessEvents

  1. 1. Leveraging Business Rules in TIBCO BusinessEvents ™ Tim Bass Principal Global Architect, Director Emerging Technologies Group TIBCO Software Inc.
  2. 2. TUCON Session Information <ul><li>Complex event processing (CEP) systems – e.g., as engendered by TIBCO BusinessEvents ™ – require sophisticated, easy-to-evolve decisioning logic </li></ul><ul><li>Business Rule Systems (BRS) are a well-proven technology focused on the decisioning problem space </li></ul><ul><li>This session examines the rationale for leveraging a BRS-based solution to address TIBCO BusinessEvents’ decisioning requirements </li></ul>
  3. 3. Our Agenda <ul><li>Complex Event Processing (CEP) Review </li></ul><ul><li>Business Rules Primer </li></ul><ul><li>TIBCO BusinessEvents and Business Rules </li></ul><ul><li>Impact of Emerging Standards on TIBCO BusinessEvents </li></ul><ul><li>Questions & Answers </li></ul>
  4. 4. PredictiveBusiness TM
  5. 5. PredictiveBusiness TM & Complex Event Processing <ul><li>CEP Scenarios: </li></ul><ul><li>Stock Trading </li></ul><ul><ul><li>Automatic identification of buy/sell opportunities </li></ul></ul><ul><li>Compliance Checks </li></ul><ul><ul><li>Sarbanes-Oxley detection </li></ul></ul><ul><li>Fraud Detection </li></ul><ul><ul><li>Odd credit card purchases performed within a period </li></ul></ul><ul><li>CRM </li></ul><ul><ul><li>Alert if three orders from the same platinum customer were rejected </li></ul></ul><ul><li>Insurance Underwriting </li></ul><ul><ul><li>Identification of risk </li></ul></ul>&quot; Events in several forms, from simple events to complex events, will become very widely used in business applications during 2004 through 2008 &quot; --- Gartner July 2003 Graphic Sources: TIBCO Software Inc & IBM CEP Situation Manager Event Streams Historical Data Real-time Detection and Prediction
  6. 6. TIBCO’S Event-Decision Reference Architecture
  7. 7. Complex Decisioning Taxonomy Complex Decisioning <ul><li>Pattern Recognition </li></ul><ul><li>Anomaly Detection </li></ul><ul><li>Track and Trace </li></ul><ul><li>Monitoring (BAM) </li></ul><ul><li>Dynamic Resource Allocation </li></ul><ul><li>Adaptive Resource Allocation </li></ul><ul><li>Constraint Satisfaction (CSP) </li></ul><ul><li>Dynamic CSP </li></ul><ul><li>Adaptive Marketing </li></ul><ul><li>Dynamic CRM </li></ul><ul><li>Fault Management </li></ul><ul><li>Impact Assessment </li></ul><ul><li>Fraud Detection </li></ul><ul><li>Intrusion Detection </li></ul><ul><li>Fault Detection </li></ul><ul><li>Rule-Based Access Control </li></ul><ul><li>Exception Management </li></ul><ul><li>Compliance Work Flow </li></ul><ul><li>Risk Management </li></ul><ul><li>Fault Analysis </li></ul><ul><li>Impact Assessment </li></ul>Solving a Broad Class of Complex Problems Detection Prediction Scheduling
  8. 8. Cross Taxonomy Decisioning Requirements Source: IntelligentEnterprise.com Survey 2007, n=200
  9. 9. Complex Decisioning Alternatives <ul><li>Adaptive neural networks </li></ul><ul><li>Bayesian belief networks (Bayes nets) </li></ul><ul><li>Business rule-based inferencing </li></ul><ul><li>Cluster analysis </li></ul><ul><li>Dempster-Shafer’s method </li></ul><ul><li>State-vector estimations </li></ul><ul><li>Other… </li></ul>
  10. 10. Business Rules Have Been “Mainstreamed” Source: IntelligentEnterprise.com Survey 2007, n=200
  11. 11. Our Agenda <ul><li>Complex Event Processing (CEP) Review </li></ul><ul><li>Business Rules Primer </li></ul><ul><li>TIBCO BusinessEvents and Business Rules </li></ul><ul><li>Impact of Emerging Standards on TIBCO BusinessEvents </li></ul><ul><li>Questions & Answers </li></ul>
  12. 12. What are Business Rules? <ul><li>Statements of logic representing some business policy used to guide/control/influence said business; e.g., </li></ul>If an applicant’s credit score is greater than 700 Then mark the application as approved with an interest rate of 6.5% If a shipment’s content is marked as hazardous Then indicate that the package cannot be shipped by ‘air’ When the stock price for ‘XYZ’ drops by 5% Then execute ‘buy’ order a2583b2
  13. 13. What are Business Rules? <ul><li>Declarative – as opposed to procedural – in nature; i.e., </li></ul><ul><ul><li>Captures policy in a manner specifying ‘what is needed’ as opposed to ‘how to accomplish’ desire goal </li></ul></ul><ul><li>Business rule components </li></ul><ul><ul><li>Concept model attributes/properties </li></ul></ul><ul><ul><li>Decisioning expressions; typically of the form </li></ul></ul><ul><ul><ul><li>If condition(s) Then action(s) , and/or </li></ul></ul></ul><ul><ul><ul><li>When event(s) Then action(s) </li></ul></ul></ul>
  14. 14. Where are Business Rules Found? <ul><li>Data relationships, constraints </li></ul><ul><li>Data transformation rules </li></ul><ul><li>Business decisions </li></ul><ul><li>Business logic and calculations </li></ul><ul><li>Workflow logic </li></ul><ul><li>Process exceptions </li></ul><ul><li>Compliance regulations </li></ul><ul><li>Etc. </li></ul>Data acquisition Data processing Workflow Business logic
  15. 15. How are Business Rules Captured? <ul><li>Via text editor supporting proprietary language of BR vendor </li></ul><ul><li>Decisioning logic visualizations (built on-top-of rule language); e.g., </li></ul><ul><ul><li>Decision tables </li></ul></ul><ul><ul><li>Decision trees </li></ul></ul><ul><ul><li>Decision graphs </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>
  16. 16. How are Business Rules Executed? <ul><li>Typically, one of two ways </li></ul><ul><ul><li>An inference engine </li></ul></ul><ul><ul><li>Procedural code generated from previously captured rules </li></ul></ul><ul><li>Inference engine is better “fit” for CEP applications given often-encountered requirement </li></ul><ul><ul><li>“ Support interactions between decisioning logic sub-components while avoiding need for sophisticated, difficult to understand, difficult to maintain logic sequencing …” </li></ul></ul><ul><li>Market leading inference engines based on Rete algorithm </li></ul><ul><ul><li>Rete is Greek for “net” </li></ul></ul>
  17. 17. Rete Engine Business Rules Evaluation/Execution Cycle Working Memory Accounts Listings Orders Events Alerts Rule Agenda (Conflict Resolution) A2 A5 A3 A1 Execution Engine A0 Pick and execute the first agenda item from the rule agenda. Rule Base RuleSet A RuleSet B RuleSet X RuleSet Y Pattern Matcher Match Construct Serve Update
  18. 18. Business Rule System (BRS) Ecosystem <ul><li>The computing infrastructure needed to capture, deploy, and execute business rules as decisioning services </li></ul>
  19. 19. Business Rule Value Proposition <ul><li>Decisioning technology that’s proven applicable across a broad array of business applications/problem spaces </li></ul><ul><li>Allow organization to extract/externalize business logic from computer source code </li></ul><ul><ul><li>Akin to how DBMS externalized data models </li></ul></ul><ul><li>Improves organization’s ability to </li></ul><ul><ul><li>Understand decisioning logic </li></ul></ul><ul><ul><li>Reuse decisioning logic across applications </li></ul></ul><ul><ul><li>Manage evolution of decisioning logic </li></ul></ul><ul><ul><li>Etc. </li></ul></ul>
  20. 20. Our Agenda <ul><li>Complex Event Processing (CEP) Review </li></ul><ul><li>Business Rules Primer </li></ul><ul><li>TIBCO BusinessEvents and Business Rules </li></ul><ul><li>Impact of Emerging Standards on TIBCO BusinessEvents </li></ul><ul><li>Questions & Answers </li></ul>
  21. 21. BusinessEvents Ecosystem Enterprise Metadata (Concepts, Properties, State Models, XML Schemas, Business Rules) BusinessEvents Workbench (Designtime) BusinessEvents Engine (Runtime) Business User Interface Business User Language Decision Tables Runtime Viewer Management Server
  22. 22. BusinessEvents Engine Engine Inference Engine <ul><li>forward chaining – optimized Rete based rule inferencing </li></ul><ul><li>history of objects – calculation of real-time time-series </li></ul><ul><li>persistence – virtual memory, 100% failsafe </li></ul><ul><li>performance – 10s of 1000s of rules per second </li></ul>Models <ul><li>ontology - objects, events, inheritance, relationships, properties </li></ul><ul><li>state model – objects life cycle, event patterns, time, alerts, reports </li></ul><ul><li>kpi model - real-time calculation, thresholds / alerts </li></ul>Monitor and Management Channels Embedded DB
  23. 23. BusinessEvents Rules Implementation Value Proposition <ul><li>Virtual memory with Object Manager </li></ul><ul><li>Runtime byte code for fast execution </li></ul><ul><li>Model driven leading to efficient rules </li></ul><ul><li>Fully integrated with enterprise messaging platforms </li></ul><ul><li>Event and XML aware, support XPath and XSLT </li></ul>
  24. 24. Our Agenda <ul><li>Complex Event Processing (CEP) Review </li></ul><ul><li>Business Rules Primer </li></ul><ul><li>TIBCO BusinessEvents and Business Rules </li></ul><ul><li>Impact of Emerging Standards on TIBCO BusinessEvents </li></ul><ul><li>Questions & Answers </li></ul>
  25. 25. The Need for Standards… <ul><li>From software consumer perspective </li></ul><ul><ul><li>Preserve investment; i.e., re-use rules across tools </li></ul></ul><ul><ul><li>Interchange; i.e., allows cooperative development/deployment </li></ul></ul><ul><ul><li>Re-use; i.e., avoids reinventing wheels </li></ul></ul><ul><ul><li>Commoditization; i.e., negates vendor lock-in </li></ul></ul><ul><ul><li>Training; i.e., skill sets transferable </li></ul></ul><ul><li>From software vendor perspective </li></ul><ul><ul><li>Indication of market maturity </li></ul></ul><ul><ul><li>Furthers technology adoption </li></ul></ul><ul><ul><li>Opportunity to “shake-up” entrenched market </li></ul></ul>
  26. 26. Relevant Standards Organizations common community Java Community Process JSR-94 Rule Engine API PRR PRR RFP SBVR BSBR RFP RIF JSR-94 RuleML.org BMM RuleML.org Organizations Standards 2007 2006 2005 2004 2003 2002 2001 2000 W3C RIF WG OMG Business Rules Working Group Business Modeling and Integration BMI
  27. 27. Business Rules Relevant Standards <ul><li>OMG Production Rule Representation (PRR) </li></ul><ul><ul><li>Proposed as a cross-vendor rule modeling representation </li></ul></ul><ul><ul><li>Status: Finalized soon </li></ul></ul><ul><li>W3C Rule Interchange Format (RIF) </li></ul><ul><ul><li>Proposed as a cross-rule-type rule interchange representation </li></ul></ul><ul><ul><li>Status: Under development </li></ul></ul><ul><li>JCP JSR-94 </li></ul><ul><ul><li>Proposed as a cross-vendor rule execution API </li></ul></ul><ul><ul><ul><li>Targeting the J2SE platform </li></ul></ul></ul><ul><ul><ul><li>Prescribing a set of fundamental rule engine operations </li></ul></ul></ul><ul><ul><li>Status </li></ul></ul><ul><ul><ul><li>Widely adopted by most Java rule engines (including TIBCO BusinessEvents) </li></ul></ul></ul><ul><ul><ul><li>Extensions under consideration </li></ul></ul></ul>
  28. 28. OMG MDA / Business Rules Standards Mapping Code / Execution Model Driven Architecture (MDA) Semantics for Business Vocabulary and Rules (SBVR) Production Rule Representation (PRR) Rule Interchange Format (RIF) JSR-94 Platform Specific Models (PSM) UML Models - platform specific Computation Independent Models (CIM) Business Models Platform Independent Models (PIM) UML Models XML Metadata Interchange (XMI) transformation
  29. 29. Q & A <ul><li>? </li></ul>? ? ? ? ?
  30. 30. Thank You! John Cribbs Principal Architect / Manager Emerging Technologies Group TIBCO Software Inc.