BRMS BASICS
Session By
Karthikeyan S
AGENDA
• Why BRMS?
• What BRMS is?
• How BRMS Impact?
Why BRMS?
Reasons:
• Lower cost of ownership for software development life cycle
• Faster application development
• Faster response to change
• Reusability of work
• Advanced Personalisation
February 25, 2017 4
Managing Change Across the Organization
Production
IT Administrator
System/Ops Manager
Line of Business
Business Partner
Policy Manager
Line of Business Manager
Development
Rule Developer
Rule 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
What BRMS is?
• Business Rule Management System is a software system used to define,
deploy, execute, monitor and maintain the variety and complexity of
decision logic
A BRMS includes, at minimum:
• This needs to be attributed:
• A repository, allowing decision logic to be externalized from core
application code
• Tools, allowing both technical developers and business experts to define
and manage decision logic
• A runtime environment, allowing applications to invoke decision logic
managed within the BRMS and executes it using a business rules engine
How BRMS Impact?
Major Themes of the Business Rules Approach
Non-technical origins
• As per BRCommunity ,Business rules did not emerging new class of
software tools. Rather it came to deal real-world, grassroots movement
whose driving force is business practice, not technology.
• It arose from the vision of dedicated professionals with many years of
experience in the trials and challenges of business software.
• Goal: to offer companies the best possible approach to developing
business solutions involving automated systems.
Terms, facts, and rules
• This important breakthrough, sometimes called the Business Rule Mantra,
is credited to the GUIDE Business Rules Project and was originally reported
in its 1995 paper
• Literally, in the business rule approach, rules always build directly on facts
(or fact types), which in turn always build on concepts, as represented by
terms.
Fact models
• This term actually refers to the structure of basic
business semantics — that is, terms that stand for concepts and
how they relate to one another in the form of facts.
Level of enforcement
Declarative form of enforcement.
Atomic form
• The word atomic appears explicitly or implicitly in several of the
definitions. This reflects an important goal for business rules to
achieve the most granular level of specification possible.
Reusability
Structured Business-level Rule Syntax
Rule Verification and Management
• This enables verifying the consistency of rules and managing them
from a business, not software, perspective
The advantages of a BRMS include:
•Reduced or removed reliance on IT departments for changes in
live systems. Although, QA and Rules testing would still be needed
in any enterprise system.
• Increased control over implemented decision logic for compliance
and better business management
• The ability to express decision logic with increased precision,
using a business vocabulary syntax and graphical rule
representations (decision tables, trees, scorecards and flows)
•Improved efficiency of processes through increased decision
automation
Where Business Rules Typically Exist
Applications
ProcessesPeople
Documents
Business Rule Management System
Rules are
Defined,
Analyzed and
Maintained
User Tools
Rules are
Stored and
Shared
Rule Repository
Rules are
Deployed,
Executed and
Monitored
Rule Server
February 25, 2017 9
The Smarter Approach – Easy, Safe, Reliable Change with BRMS
 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
February 25, 2017 10
Redefined Application Change Cycle
DeveloperBusiness - IT
Weeks / MonthsDays / Weeks
Functions /Tasks / FlowDecisions / Policies
Model
Author
Validate
Test
Deploy
Execute
Monitor
Analyze
Business
Analyst
Developer
Policy Manager
Rule Administrator
System Administrator
Enterprise
Rule Repository
February 25, 2017 11
WebSphere ILOG BRMS – Full Rule Lifecycle Support
Business Rule Language
 Supports all kind of rules:
 Basic to cross validations
 Derivations
 Inference based rules
 Calculations rules
 Product offering
 Underwriting
 Scoring
 Rating…
if
the credit score of the borrower is less than 200
then
add "Credit score below 200" to the messages of the loan
reject the loan;
if
the type of claim is Veterinary cost
then
Processing type for claim is : Automate
else
Processing 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
February 25, 2017
“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 / Business
Rule Developer /
Business User
“client”
• le nom du ...
• l’anniversaire du ...
• Le nombre d’accidents du ...
• le ... est un conducteur à
risque
• …
CustomerInfo
• name
• birthday
• getNumAccidents()
• isHighRiskDriver()
• …
Rule: High risk driver
if
the birthday of customer is after 12/9/1975
and
the number of accidents of customer is at least
3
then
set the customer as a high risk driver
Règle: Conducteur à risque
si
L’anniversaire du client est après le 12/9/1975
et
le nombre d’accident du client est au moins 3
alors
Classer 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
February 25, 2017
Rule Editing with Domain Specific Languages
February 25, 2017 14
Examples of Customer BRMS Applications
Banking
•Loan Origination
•Credit Decisioning
•Sales Advisory
•Payments
•Accounting
Insurance
•Claims Processing
•Underwriting
•Quoting
•Rating
•Commissioning
Capital
Markets
•Automated Trading
•Trade Order
Management
•Accounting
•Compliance KYC /
AML
•On Boarding
Public Sector
•Claims Processing
•Entitlement and
Benefit calculation
•Fraud Detection and
Management
•Screening and
Targeting
Telecom
•Offer Configuration
•Order Management
•Fraud Detection and
Management
•Loyalty Programs
•Network Monitoring
Transportation
and Travel
•Promotions
Management
•Loyalty Programs
•Customer Service
•Billing
•Contract
Management
Retail
•Online
recommendation
•Campaign
Management
•Order Management
•Pricing
Manufacturing
•Order Management
•Billing
•Contract
Management
References
Non-Commercial Websites
• www.BusinessRulesGroup.org, launched in 2000.
• www.BRCommunity.com (home of The Business Rules Journal), launched
in 2000.
• www.brportal.org a German-speaking web portal launched in April 2004.
• European Community of BRCommunity.com launched in 2004.
QUERIES???
 
THANK YOU!!!!


Brms basics

  • 1.
  • 2.
    AGENDA • Why BRMS? •What BRMS is? • How BRMS Impact?
  • 3.
    Why BRMS? Reasons: • Lowercost of ownership for software development life cycle • Faster application development • Faster response to change • Reusability of work • Advanced Personalisation
  • 4.
    February 25, 20174 Managing Change Across the Organization Production IT Administrator System/Ops Manager Line of Business Business Partner Policy Manager Line of Business Manager Development Rule Developer Rule 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
  • 5.
    What BRMS is? •Business Rule Management System is a software system used to define, deploy, execute, monitor and maintain the variety and complexity of decision logic A BRMS includes, at minimum: • This needs to be attributed: • A repository, allowing decision logic to be externalized from core application code • Tools, allowing both technical developers and business experts to define and manage decision logic • A runtime environment, allowing applications to invoke decision logic managed within the BRMS and executes it using a business rules engine
  • 6.
    How BRMS Impact? MajorThemes of the Business Rules Approach Non-technical origins • As per BRCommunity ,Business rules did not emerging new class of software tools. Rather it came to deal real-world, grassroots movement whose driving force is business practice, not technology. • It arose from the vision of dedicated professionals with many years of experience in the trials and challenges of business software. • Goal: to offer companies the best possible approach to developing business solutions involving automated systems. Terms, facts, and rules • This important breakthrough, sometimes called the Business Rule Mantra, is credited to the GUIDE Business Rules Project and was originally reported in its 1995 paper • Literally, in the business rule approach, rules always build directly on facts (or fact types), which in turn always build on concepts, as represented by terms.
  • 7.
    Fact models • Thisterm actually refers to the structure of basic business semantics — that is, terms that stand for concepts and how they relate to one another in the form of facts. Level of enforcement Declarative form of enforcement. Atomic form • The word atomic appears explicitly or implicitly in several of the definitions. This reflects an important goal for business rules to achieve the most granular level of specification possible. Reusability Structured Business-level Rule Syntax Rule Verification and Management • This enables verifying the consistency of rules and managing them from a business, not software, perspective
  • 8.
    The advantages ofa BRMS include: •Reduced or removed reliance on IT departments for changes in live systems. Although, QA and Rules testing would still be needed in any enterprise system. • Increased control over implemented decision logic for compliance and better business management • The ability to express decision logic with increased precision, using a business vocabulary syntax and graphical rule representations (decision tables, trees, scorecards and flows) •Improved efficiency of processes through increased decision automation
  • 9.
    Where Business RulesTypically Exist Applications ProcessesPeople Documents Business Rule Management System Rules are Defined, Analyzed and Maintained User Tools Rules are Stored and Shared Rule Repository Rules are Deployed, Executed and Monitored Rule Server February 25, 2017 9 The Smarter Approach – Easy, Safe, Reliable Change with BRMS  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
  • 10.
    February 25, 201710 Redefined Application Change Cycle DeveloperBusiness - IT Weeks / MonthsDays / Weeks Functions /Tasks / FlowDecisions / Policies
  • 11.
    Model Author Validate Test Deploy Execute Monitor Analyze Business Analyst Developer Policy Manager Rule Administrator SystemAdministrator Enterprise Rule Repository February 25, 2017 11 WebSphere ILOG BRMS – Full Rule Lifecycle Support
  • 12.
    Business Rule Language Supports all kind of rules:  Basic to cross validations  Derivations  Inference based rules  Calculations rules  Product offering  Underwriting  Scoring  Rating… if the credit score of the borrower is less than 200 then add "Credit score below 200" to the messages of the loan reject the loan; if the type of claim is Veterinary cost then Processing type for claim is : Automate else Processing 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 February 25, 2017
  • 13.
    “customer” • the nameof … • the birthday of … • the number of accidents of … • the … is a high risk driver • … Business Object Model Rule Vocabulary Business Rule Language Developer IT / Business Rule Developer / Business User “client” • le nom du ... • l’anniversaire du ... • Le nombre d’accidents du ... • le ... est un conducteur à risque • … CustomerInfo • name • birthday • getNumAccidents() • isHighRiskDriver() • … Rule: High risk driver if the birthday of customer is after 12/9/1975 and the number of accidents of customer is at least 3 then set the customer as a high risk driver Règle: Conducteur à risque si L’anniversaire du client est après le 12/9/1975 et le nombre d’accident du client est au moins 3 alors Classer 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 February 25, 2017 Rule Editing with Domain Specific Languages
  • 14.
    February 25, 201714 Examples of Customer BRMS Applications Banking •Loan Origination •Credit Decisioning •Sales Advisory •Payments •Accounting Insurance •Claims Processing •Underwriting •Quoting •Rating •Commissioning Capital Markets •Automated Trading •Trade Order Management •Accounting •Compliance KYC / AML •On Boarding Public Sector •Claims Processing •Entitlement and Benefit calculation •Fraud Detection and Management •Screening and Targeting Telecom •Offer Configuration •Order Management •Fraud Detection and Management •Loyalty Programs •Network Monitoring Transportation and Travel •Promotions Management •Loyalty Programs •Customer Service •Billing •Contract Management Retail •Online recommendation •Campaign Management •Order Management •Pricing Manufacturing •Order Management •Billing •Contract Management
  • 15.
    References Non-Commercial Websites • www.BusinessRulesGroup.org,launched in 2000. • www.BRCommunity.com (home of The Business Rules Journal), launched in 2000. • www.brportal.org a German-speaking web portal launched in April 2004. • European Community of BRCommunity.com launched in 2004.
  • 16.
  • 17.