This document discusses business rule management systems (BRMS) and the Corticon BRMS product. It begins with an introduction to business rules and rules management. Popular BRMS options available in the market are mentioned. The document then provides details on the key features and benefits of the Corticon BRMS, including model-driven rules development. It demonstrates Corticon Studio with an example of modeling rules for worker's compensation claim risk assessment. The presentation aims to explain the value of BRMS for automating decisions and increasing business agility.

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*Content sourced from Progress Software Corporation
Business Rule Management System

2. Agenda
1. Introduction to Business Rules Management
2. Popular BRMS available in market
3. Corticon BRMS
4. Corticon Demonstration with a use case
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3. Business Rule ?
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In a nutshell, Business Rule in any software application is
to help make
the Right Decision at the Right Time
with Business Agility
Should we
pay this
claim?
What
discount to
provide?
What
route a
ship/truck
to take?
What
should be
order
priority?

4. What is Business Rules Management?
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Decisions are governed by business rules
DECISION
Should we pay
this claim?
RULE
Reject claims with
invalid billing codes
BRMS – Business Rules Management Systems
(a.k.a. rule engines) externalize decision logic from applications and represent as business rules
Rule
Rule
Rule
Rule
Rule
Mission Critical Application
BRMS
Request 
 Response
Processing the
business rules

5. Why Rules Management?
• DEFINITION: Business Rules - statements that express business
policies and affect the execution of business decisions –in every
type of business/industry
• VALUE: Influence and help the business make better/more
informed decisions
• SITUATION: Rules constantly change based on business/regulatory
requirements, or situations or scenarios or customers…….
– Examples include: taxation, accounting rules, contract management,
product pricing and promotions, billing, product/service configuration,
eligibility, risk management, fraud management… the list is endless
• REQUIREMENT: Agility that includes both SPEED and
ACCURACY……with CONTROL
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6. Traditional Vs Modern Approach
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Business
Process
Management
Business
Rules
Management
Mission Critical
Application
Traditional ApproachModern Approach

7. Business Rule Intensive Applications and Situations
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Credit and Loan Approvals
Underwriting
Eligibility Determination
Compliance and Reporting
Account Setup and Validation
Applying for products
Dynamic Pricing and Bundling
Cross-sell and Up-sell
Product Recommendation
Lead Generation Routing
Customer Insight and Loyalty Programs

8. Some BRMS Usage
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SAMPLE DECISIONS BY INDUSTRY
INDUSTRY PROCESS SAMPLE DECISIONS
Insurance • Application, Rating, Underwriting • Assign risk rating to applicant
• Life Insurance survivor benefits distribution • Determine eligibility
• Claims Processing • Evaluate claim value
Healthcare
• Disease Management • Population screening and monitoring
• Clinical Trials • Pre-certification management
• Clinical Decision Support • Triage and Scheduling
Financial Services
• Online Account • Verify applicant identity
• Opening Loan application, assessment and
approvals
• Determine optimal product configuration
• Dynamic document preparation • Determine appropriate clauses for contract
Government
• Medicaid Screening and Eligibility • Verify all programs citizen is eligible for
• Land Title Administration • Validate document compliance with statutes
• Worker's Compensation Policy Administration • Determine benefit amount
Telecommunications
• Trouble Ticket Processing • Determine need for on-site support
• Billing • Calculate relevant discounts
• Customer Relations • Route to priority service queue
Retail
• Loyalty Programs • Determine award eligibility
• Product Promotions • Configure custom promotion
• Order Management • Prioritize order by customer level

9. Traditional Vs BRMS Change Cycle
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Benefits of BRMS

10. BRMS Components
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▪ 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
▪ Runtime Environment-
allowing applications to
invoke decision logic
managed within the BRMS
and execute it using a
business rules engine

11. BRMS CANs and CANNOTs
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CANs
▪ Reduce reliance on IT
▪ Reduce time to market
▪ Increase control over decision
logic
▪ Increase precision in
expressing decision logic
▪ Increase decision automation
CANNOTs
▪ Not an ERP software
▪ Not an Insurance or
healthcare or banking
application
▪ Not a transaction
processing system
▪ Replace your mission
critical application

12. Agenda
1. Introduction to Business Rules Management
2. Popular BRMS available in market
3. Corticon BRMS
4. Corticon Demonstration with a use case
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13. BRMS available in market
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14. Agenda
1. 1Introduction to Business Rules
Management
2. Popular BRMS available in market
3. Corticon BRMS
4. Corticon Demonstration with a use case
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15. Corticon BRMS
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Corticon is a Business Rule Management System that
is designed to automate decision management
through use of a patented rules engine that does not
require coding.

16. Model-Driven Rules Development
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17. 17© Copyright 2018 JKT Ltd. All Rights Reserved.
Key Features of Corticon
Deployment
Console
Test Case
Modeler
Dependency
Viewer
Integrity
Checker
Rule
Modeler
Fact
Modeler
Corticon
Ambiguity
Incompleteness
Logical Loops

18. Business Value
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Business Benefits:
▪ Reduced Time to Market
▪ Increased Rule Integrity
▪ Increased Agility
IT Benefits:
▪ Separate Decisions from Processes – Reduce Development/Change Cycle
▪ Easy to use, deploy and manage
▪ Reduced Logical Defects/Bugs
▪ Improved productivity
▪ Mitigate Risk
▪ Optimize Operations
▪ Increased Scalability

19. Agenda
1. Introduction to Business Rules Management
2. BRMS available in Market
3. Corticon BRMS
4. Corticon Demonstration with a use case
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20. Corticon Studio Demonstration
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1. Identify the Business Decision
Ask: What decision is being made?
2. Identify the Business Rules
Ask: How do you make the decision?
3. Model the Business Rules
Use: Corticon Studio
What is the claim’s
risk?
Validate
Information
Determine
Risk
Process Claim Route for Approval
Claim
Application
SAMPLE RULES
▪ Claimant is affected by “Hearing Loss” then high
risk
▪ Claimant works in “Oil and Gas Refinery” then
“Medium” risk

21. Business Requirement
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Worker compensation claim processing
Business Rule Output
Claimant is affected by
“Hearing Loss” High Risk
Claimant works in “Oil
and Gas Refinery”
Medium Risk

22. Q&A
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