ONTORULE

From business knowledge to
  ontology- and rule-based
        applications
Workshop agenda
8:30    Introduction to the ONTORULE project
9:10    The ONTORULE standard-based architecture
9:30    Hands-on labs
  1) acquiring ontology and rules from text
10:30    Coffee break
11:00    Hands-on labs
  2) Annotating and indexing ontologies and rules
11:30    Hands-on labs
  3) Authoring and executing business rules grounded in
     ontology
The ONTORULE project

   Ch. de Sainte Marie
           IBM
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Developing a business rule app (today)

IT application   verbalize
developper +                  Business      design     Business
Business user
                             vocabulary                  user



                                           Business
                   BOM                      Rules




                               XOM
                                             Execute
IT application
  developer       design     Application
Business people...
• ... do not want to see or write this
Business people...
• ... do not want to see or work with this
• They are used
  – to look up glossaries
  – to apply regulations
  – to design policies
  – to write rules like
 « Customer must be 18 or more to rent a car »
  – to read decision tables
Glossary (from EU directive
       77/541/EEC)
EU regulation (directive
     77/541/EEC)
AA frequent flyer program
From the AAdvantage Web site
Business people want...
• To write (and read, and manage) policies and rules
  using own or domain-specific language or lexicon
   – Natural language, not logic
• Rules and policies communicated unambiguously
  across organisation’s or constituency’s branches,
  functions, domains
   – Same concepts, same semantics, different lexica
• Rules and policies applied consistently accross
  organisation or constituency
   – Same rules, different applications
Same rule, different applications
• Operative rules may instantiate differently in
  different applications
  – Policy: « Customer must be 18 or more to rent a car
    »
  – Decision: Can this customer rent a car?
     If this customer is 18 or more
     then proceed with rental
  – Decision: What shall I do to rent a car?
     If (today – birth) < 18 years
     then wait ((birth + 18 years) – today)
      years
Business people want...
• To write policies and rules using own or domain-specific
  language or lexicon
   – Natural language, not logic
• Rules and policies communicated unambiguously across
  organisation’s or constituency’s branches, functions, domains
   – Same concepts, same semantics, different lexica
• Rules and policies applied consistently accross organisation or
  constituency
   – Same rules, different applications
• ...and implemented as intended in decision-support IT
  applications

• But rule engines need formal semantics and data models
   – Not natural languages and lexica
How to reconcile them?
• Formalize vocabularies as ontologies
   – re-use accross application or implementation
   – Map to multiple data models
   – Attach to multiple lexica
• Ground natural language policies and rules in formalized
  vocabulary
   – Formalize the additional semantics separately from the ontology
• Operationalize in rule-based IT application
   – Translate formalized rules and policies into (possibly application
     specific) implementation-specific executable rules
   – Translate ontology into implementation-specific data model...
   – ...or ground executable rules into ontology
Additional benefits

 Separate (conceptual) domain knowledge from
  (operational) business rules...
 Separate domain knowledge from implementation
  dependent data model...
 Separate wide ranging policies from application
  specific operational rules
 ...that all have
    Different lifecycles
    Different scope (re-use etc)
    Different owners
 Improving collaboration and quality
    Design
    Interchange, sharing, re-use, re-deployment (on different
     platforms)
    Maintenance, evolution
ONTORULE vision
                          Other applications and other platforms
  Ontologies
  Terminologies                                                    IT developer      Application


                     Vocabulary                                                       Rule
 Biz                                                    OWL
                         +                                                           engine
user                  Ontology



                                        Business
                                         Rules                          RIF


                     Business                        Business
                       user                            user
       : Automatic
                                   Other applications              Other platforms
       : Semi-automatic

       : Manual
Project ONTORULE: fact sheet
 3 years Integrating Project funded by the European Commission
    FP7, ICT call 3, theme 4.2
 Current status: operation
    Grant agreement: FP7 231875
    Started: 1 January 2009
    Duration: 36 months
 Overall budget: >8 M€
    Max. funding: 5,4 M€
    Effort: 644 person.months (~18 FTE)
 Consortium
      Vendors: IBM (ILOG) + Ontoprise
      SBVR consultants: PNA (+ John Hall)
      Use cases: Arcelor Mittal + Audi
      Technology center: CTIC
      Academics: TU Vienna + FU. Bozen/Bolzano + U. Paris 13
      Coordinator: Christian de Sainte Marie (IBM)
Key objectives and innovation

   Acquisition of ontology and rules from text
   Management of heterogeneous knowledge
   Combination of rules and ontologies at run-time
   Standard based integration
   End-to-end pilot applications


            www.ontorule-project.eu
ONTORULE demonstrators
Acquisition                     Maintenance                               Execution

                 ORM to OWL
  SBVR            translation    Production                               Production
Verification         (FUB)      Rule + OWL                                Rule + OWL
Simulation                      maintenance                                execution
  (PNA)                            (IBM)              RIF + OWL              (IBM)
                                                     documentation
                                                        (CTIC)
    NLP                         ObjectLogic                               ObjectLogic
 Knowledge               Luis      + OWL                                    + OWL
 Acquisition                    maintenance                                execution
                                                                  Alice
(U. Paris 13)                    (ontoprise)      Marc     Gary           (ontoprise)




Marc    Gary                               Gary
                                   Alice                                       Joana




                      Users of ONTORULE                  User of the decision-
                                                         support application that is
                                                         supported by ONTORULE
Workshop agenda
8:30    Introduction to the ONTORULE project
9:10    The ONTORULE standard-based architecture
9:30    Hands-on labs
  1) acquiring ontology and rules from text
10:30    Coffee break
11:00    Hands-on labs
  2) Authoring and executing business rules grounded in
     ontology
12:00    Hands-on labs
  3) Annotating and indexing ontologies and rules

Cascon2011_1_intro

  • 1.
    ONTORULE From business knowledgeto ontology- and rule-based applications
  • 2.
    Workshop agenda 8:30 Introduction to the ONTORULE project 9:10 The ONTORULE standard-based architecture 9:30 Hands-on labs 1) acquiring ontology and rules from text 10:30 Coffee break 11:00 Hands-on labs 2) Annotating and indexing ontologies and rules 11:30 Hands-on labs 3) Authoring and executing business rules grounded in ontology
  • 3.
    The ONTORULE project Ch. de Sainte Marie IBM
  • 4.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 5.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 6.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 7.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 8.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 9.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 10.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 11.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 12.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 13.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 14.
    Developing a businessrule app (today) IT application verbalize developper + Business design Business Business user vocabulary user Business BOM Rules XOM Execute IT application developer design Application
  • 15.
    Business people... • ...do not want to see or write this
  • 17.
    Business people... • ...do not want to see or work with this • They are used – to look up glossaries – to apply regulations – to design policies – to write rules like « Customer must be 18 or more to rent a car » – to read decision tables
  • 18.
    Glossary (from EUdirective 77/541/EEC)
  • 19.
  • 20.
  • 21.
  • 22.
    Business people want... •To write (and read, and manage) policies and rules using own or domain-specific language or lexicon – Natural language, not logic • Rules and policies communicated unambiguously across organisation’s or constituency’s branches, functions, domains – Same concepts, same semantics, different lexica • Rules and policies applied consistently accross organisation or constituency – Same rules, different applications
  • 23.
    Same rule, differentapplications • Operative rules may instantiate differently in different applications – Policy: « Customer must be 18 or more to rent a car » – Decision: Can this customer rent a car? If this customer is 18 or more then proceed with rental – Decision: What shall I do to rent a car? If (today – birth) < 18 years then wait ((birth + 18 years) – today) years
  • 24.
    Business people want... •To write policies and rules using own or domain-specific language or lexicon – Natural language, not logic • Rules and policies communicated unambiguously across organisation’s or constituency’s branches, functions, domains – Same concepts, same semantics, different lexica • Rules and policies applied consistently accross organisation or constituency – Same rules, different applications • ...and implemented as intended in decision-support IT applications • But rule engines need formal semantics and data models – Not natural languages and lexica
  • 25.
    How to reconcilethem? • Formalize vocabularies as ontologies – re-use accross application or implementation – Map to multiple data models – Attach to multiple lexica • Ground natural language policies and rules in formalized vocabulary – Formalize the additional semantics separately from the ontology • Operationalize in rule-based IT application – Translate formalized rules and policies into (possibly application specific) implementation-specific executable rules – Translate ontology into implementation-specific data model... – ...or ground executable rules into ontology
  • 26.
    Additional benefits  Separate(conceptual) domain knowledge from (operational) business rules...  Separate domain knowledge from implementation dependent data model...  Separate wide ranging policies from application specific operational rules  ...that all have  Different lifecycles  Different scope (re-use etc)  Different owners  Improving collaboration and quality  Design  Interchange, sharing, re-use, re-deployment (on different platforms)  Maintenance, evolution
  • 27.
    ONTORULE vision Other applications and other platforms Ontologies Terminologies IT developer Application Vocabulary Rule Biz OWL + engine user Ontology Business Rules RIF Business Business user user : Automatic Other applications Other platforms : Semi-automatic : Manual
  • 28.
    Project ONTORULE: factsheet  3 years Integrating Project funded by the European Commission  FP7, ICT call 3, theme 4.2  Current status: operation  Grant agreement: FP7 231875  Started: 1 January 2009  Duration: 36 months  Overall budget: >8 M€  Max. funding: 5,4 M€  Effort: 644 person.months (~18 FTE)  Consortium  Vendors: IBM (ILOG) + Ontoprise  SBVR consultants: PNA (+ John Hall)  Use cases: Arcelor Mittal + Audi  Technology center: CTIC  Academics: TU Vienna + FU. Bozen/Bolzano + U. Paris 13  Coordinator: Christian de Sainte Marie (IBM)
  • 29.
    Key objectives andinnovation  Acquisition of ontology and rules from text  Management of heterogeneous knowledge  Combination of rules and ontologies at run-time  Standard based integration  End-to-end pilot applications www.ontorule-project.eu
  • 30.
    ONTORULE demonstrators Acquisition Maintenance Execution ORM to OWL SBVR translation Production Production Verification (FUB) Rule + OWL Rule + OWL Simulation maintenance execution (PNA) (IBM) RIF + OWL (IBM) documentation (CTIC) NLP ObjectLogic ObjectLogic Knowledge Luis + OWL + OWL Acquisition maintenance execution Alice (U. Paris 13) (ontoprise) Marc Gary (ontoprise) Marc Gary Gary Alice Joana Users of ONTORULE User of the decision- support application that is supported by ONTORULE
  • 31.
    Workshop agenda 8:30 Introduction to the ONTORULE project 9:10 The ONTORULE standard-based architecture 9:30 Hands-on labs 1) acquiring ontology and rules from text 10:30 Coffee break 11:00 Hands-on labs 2) Authoring and executing business rules grounded in ontology 12:00 Hands-on labs 3) Annotating and indexing ontologies and rules