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  visual rules
           ru le yo u r bu sin e ss lo gic


Overview of Innovations & VR
February 2010

Visual Rules   •   13-Jan-10 • Slide 1 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6         Benefits

                                   7         Next Steps




Visual Rules   •   13-Jan-10 • Slide 2 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Software Technology
Overview

                                         Company                                                                                                 Locations
   • Founded 1997 in Immenstaad, Germany                                                                       • Germany
   • Member of the Bosch Group since 2008                                                                      • Singapore
   • 250+ employees, strong growth                                                                             • USA


               Products, Solutions, Services                                                                                             Client Industries
   • Technology Solutions                                                                                      •     Financial Services Providers
                                                                                                               •     IT Services
   • Finance Industry Solutions                                                                                •     Telecommunication
                                                                                                               •     Insurance/Health Care
   • Professional Services
                                                                                                               •     Retail
                                                                                                               •     Automotive
                                                                                                               •     Logistics
                                                                                                               •     Public Services
Visual Rules   •   13-Jan-10 • Slide 3 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Technology Portfolio




                                                                             Technology Solutions




               Business Rules                                               Platform & Components                                       Professional Services
               Management
                                                                              • Dynamic Application                                       • Technical Consulting
                   • Visual Rules Enterprise                                    Framework                                                 • Custom Business
                        Platform                                              • Workflow Management                                            Applications




Visual Rules   •   13-Jan-10 • Slide 4 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Solutions for Finance Industry




                                                                    Software Solutions for Banks




               Client Management/CRM                                        Compliance                                                  Credit Risk Rating

                   • Client Acquisition Support                               • Anti-Money Laundering                                     • Platform for Internal Rating
                   • Account Opening                                          • Terrorism Financing                                         Models
                   • Customer Relationship                                    • Insider Trading/Market                                    • Basel II-compliant
                     Management                                                 Abuse                                                     • Simulation and
                   • Sales Control                                            • Fraud Detection                                             Optimization
                   • Electronic Workflows




Visual Rules   •   13-Jan-10 • Slide 5 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
References (Extract)




                                                                                                          IT Service Providers
 Won in 2009




                                                                                                                                                             Telco
                                                                                                                                                             Health
                                                                                                          Insurance
 Banks




                                                          Retail
                                                        Retail




                                                                                                                                                             More
Visual Rules   •   13-Jan-10 • Slide 6 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules References (Extract)

  Finance                                                                 IT Services                                                        Insurance/Healthcare
  • Bank Vontobel          (CH)                                           • CENIT AG                (D)                                      • 16 AOK, BKK, IKK       (D)
  • Beacon Funding         (US)                                           • Cirquent                (D)                                      • Fortis Insurance     (LUX)
  • Cortal Consors S.A.   (D, F)                                          • DealerMagic            (US)
                                                                                                                                             • GVV Versicherung       (D)
  • Dresdner Bank            (D)                                          • Deutsche Börse Systems (D)
  • DZ Privatbank          (CH)                                           • Getronics                (B)                                     • Helsana Versicherung (CH)
  • Fintech                (ZA)                                           • IBM                    (CH)                                      • Merkur Versicherung     (A)
  • Fortis Group             (D)                                          • Itellium                (D)                                      • Policen Direkt         (D)
                                                                          • Siemens PSE              (A)                                     • Swiss Life            (CH)
  • HypoVereinsbank          (D)                                          • VR Kreditwerk           (D)
  • ING-DiBa                 (D)                                          • Odyssey Assest Mgt.      (L)                                     • WüBa Versicherung      (D)
  • Hypo Investment         (FL)                                          • Quova                  (US)
  • LGT Bank                (FL)                                          • SmalS-MvM                (B)                                     Travel / Transport
  • Nomura Bank Ltd.       (CH)                                           • STABILIT Informatik    (CH)                                      • Deutsche Post        (D, USA)
  • PostFinance            (CH)                                           • SunGard             (US, D)                                      • Global Travel Solutions (IN)
  • Raiffeisenbanken    (CH, A)                                           • Zafin Labs            (UAE)                                      • Minihouse                 (NL)
  • Rand Merchant Bank     (ZA)
  • UBS                    (CH)                                           Manufacturing/Automotive Tourism
  • United Overseas Bank (SGP)                                            • Claas Harvester Machines (D) • Hilton Hotels                                                           (US)
  • Volkswagen Bank          (D)                                          • Suzuki Europe            (D) • Wyndham Hotels                                                          (US)
  • Zürcher Kantonalbank (CH)                                             • Yamaha Motors Inc.     (US)
  Telco                                                                   Retail                         Government
  • Arcor                    (D)                                          • Immobilien Scout         (D) • Pension Office                                                           (B)
  • T-Info                   (D)                                          • Quelle                   (D) • Minnesota Department
  • Telefonica               (E)                                          • Neckermann               (D)   of Revenue                                                              (US)
  • Vodacom                (ZA)                                           • REWE                     (D) • US Navy                                                                 (US)
Visual Rules   •   13-Jan-10 • Slide 7 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6         Benefits

                                   7         Next Steps




Visual Rules   •   13-Jan-10 • Slide 8 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
What is Business Rules Management ?


                                                                                                               Use of Business Rules Management
                                    Separate Rules from
                                       Applications !
                                                                                                               • Business rules are defined and
                                                                                                                    tested by business experts
                                         Business                                                              • IT integrates business rules once
                                                    IT                                                         • Business can change rules without
                                                                                                                    (or with very few) IT support
                                                                           Rules
                                                        Rules
                                                        Regeln
                                                                                                               • Automatic code generation and
                                                                                                                    documentation (no programming)
                                          Systems                                                              • Easy handling of very complex
                                                                                                                    business logic

                                                                                                                             Less cost, more flexibility,
                                                                                                                               dynamic applications

Visual Rules   •   13-Jan-10 • Slide 9 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules


                                                             Business Rules Enterprise Platform


      • Enterprise Grade BRMS
      • Deployed internationally and across
          industries
      • Scalable from single projects to
          Enterprise Decision Management
      • Flexible integration into development
          processes and IT infrastructure
      • Mature with a development history of
          12 years, 4th Generation
      • A market-leading BRMS according to
          analysts

Visual Rules   •   13-Jan-10 • Slide 10 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Business Rules Management without Visual Rules


                                   Textual Complexity
      Textual rules (and the corresponding program code) very quickly get
      complex—leading to problems in transparency and consistency


      “If the customer has maturities higher than $50,000 and the bank is authorized by
      the customer, then maturities should be reinvested immediately.”
      “If the customer has maturities higher than $50,000 and the bank is authorized by
      the customer and the customer is contactable, then give customer a phone call.”
      “If the customer has maturities higher than $50,000 and the bank is not is not
      authorized by the customer and the customer is not contactable, then ask the
      customer what to do at next contact.”
      “If the customer has maturities higher than $100,000, then show a hint on the portal
      of customer relationship manager.”



Visual Rules   •   13-Jan-10 • Slide 11 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Business Rules Management with Visual Rules


                                                                               Graphical Modeling

   • Visual Rules is the only BRMS where rules are exclusively defined graphically
   • The intuitive illustration makes rules understandable for both business
       and IT experts

 Graphical rules are essential for the cooperation of business and IT experts




Visual Rules   •   13-Jan-10 • Slide 12 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Flow Rule Elements

                                   Decide                                        Make a decision

                                   Assign                                        Calculate values and update data

                                   Fire Action                                   Execute an action

                                   Call Flow Rule                                Call a flow rule

                                   Call Decision Table Call a decision table

                                   Call Service                                  Call a service

                                   Done & Return                                 Immediately return to the calling rule

                                   Repeat                                        Repeat the following part of the rule

                                   End Repeat                                    Immediately exit a Repeat

                                   Return Exception                              Create exception and continue at exception handling

                                   Handle Exception                              Specify what to do when an exception is thrown
Visual Rules   •   13-Jan-10 • Slide 13 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6        Benefits

                                   7        Next Steps




Visual Rules   •   13-Jan-10 • Slide 14 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Demo Link


 http://www.visual-rules.com/screencasts-demos-business-rules.html#




Visual Rules   •   13-Jan-10 • Slide 15 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules Modeler


    Rule Explorer                                                Menu                          Rule Editor                                    Toolbar                         Perspective




Outline                              Properties                               Problems
Visual Rules   •   13-Jan-10 • Slide 16 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Perspective for Business User
Flow Rule Draft




 • Rules are drafted by arranging elements into a rule flow via drag&drop
 • Descriptions are added to communicate the purpose and meaning of each element
 • Notes can be used for additional editorial comments


Visual Rules   •   13-Jan-10 • Slide 17 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Perspective for Business Analysts
Flow Rule Specification




  • Rule expressions are entered for each modeling element
  • Modeling assistant, syntax highlighting and error markers support the user
  • The Rule Context palette of a rule shows all relevant data elements

Visual Rules   •   13-Jan-10 • Slide 18 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Testing




 • Test cases define input and expected output of a rule
 • Detected deviations of input/output/internal data or actions are marked red

Visual Rules   •   13-Jan-10 • Slide 19 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Graphical Compare and Merge




 • Detected structural differences are listed
 • Also a version list is available
Visual Rules   •   13-Jan-10 • Slide 20 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6        Benefits

                                   7        Next Steps




Visual Rules   •   13-Jan-10 • Slide 21 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Product Components

  Visual Rules                                                                                                                               Business Rules Management

       Dynamic Application Framework
                         Solution Templates                                                             Dynamic UI
                         Packaged Rules                                                                 Dashboard
                         (e.g. Credit Rating)                                                           Work Lists

                                define                                        govern                                                                                        execute

       Modeler                                            Team Server                                     QA & Deployment                                 Execution Server
        Authoring                                                                                         Tools
        Test                                               Rule                                            Build - Test                                   Decision
        Simulation                                         Repository                                      Deploy                                         Services

                                integrate                                                                                                                                      access


       Database Connectivity
                                                                                                                                                           Data Integration


                                analyze                                                                                                                                        perform



                     Data                                                                                                                                        Operational
                   Warehouse                                                                                                                                       DBMS

Visual Rules   •   13-Jan-10 • Slide 22 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6        Benefits

                                   7        Next Steps




Visual Rules   •   13-Jan-10 • Slide 23 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules Dynamic Application Framework


  All the Layers of a Business Application Managed by Rules


                        Business                                                                                                                       Presentation
                         Logic                                                                                                                            Logic
                                                                                 Dynamic
                                                                          Application Framework
                                                                                                 • Rule-Based
                                                                                                 • Consistent
                                                                                                 • Fully
                                                                                                    documented
                                                                                                 • Transparent
                        Workflow                                                                                                                        Integration
                         Logic                                                                                                                             Logic




Visual Rules   •   13-Jan-10 • Slide 24 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules Dynamic Application Framework


                              Quick Facts                                                            Visual Rules
  • Easily create web-based
       applications owned by
       business experts
  • Rules drive all aspects of the
       application
  • Changes in business logic can
       manifest themselves also on
       the UI and in the underlying DB
  • Execution of models in batch or
       ad-hoc mode
  • Security and identity
       management
  • Database schema to store all
       relevant input, output and
       status data
Visual Rules   •   13-Jan-10 • Slide 25 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules Dynamic Application Framework


                                                                             Dynamic UI generation
    • Changes become automatically visible on analyst UI




                                                                                                                          generate
Visual Rules   •   13-Jan-10 • Slide 26 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                  6         Benefits

                                   7        Next Steps




Visual Rules   •   13-Jan-10 • Slide 27 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Benefits


  Improved efficiency for development and maintenance
  Agility                                             Transparent, documented, easy changeable models
  Costs                                               Reduced development time and costs
  Collaboration                                       Improved cooperation between business and IT
  Revision Support                                    Traceable and understandable results, audit trail
  Time to market                                      Shortens development cycles
  Quality                                             Assures quality with a test-driven approach
  SOA                                                 Generates enterprise-wide reusable services

  Improvements for operative usage
  Decision Support                                    Generates messages for supporting business experts
  Automation                                          Automates business processes, controls applications
  Monitoring                                          Transparently documents entire decision process
Visual Rules   •   13-Jan-10 • Slide 28 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Benefits: Savings

  Gemessene EinsparungenScenario
  Company                                                                                                                                         Measured Savings in %
  PostFinance,                                             Transaction Analysis, Anti-Money
                                                                                                                                                                       25%
  Switzerland                                              Laundering
  Sungard Futures                                          Trading System for
                                                                                                                                                                       50%
  Systems, USA                                             Exchange-Traded Derivatives
  MobileSelect,                                            Web-based Consulting for
                                                                                                                                                                       66%
  Australia                                                Mobile Phones and Plans
                                                           Migration of a Fund Management
  Sungard Forbatec                                                                                                                                                     70%
                                                           System



                                                                                                                                                  Measured Savings in %
                                                                                   Development                                                                  25% - 50%
                                                                                   Maintenance                                                                  50% - 70%
Visual Rules   •   13-Jan-10 • Slide 29 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda



                                  1         Innovations Software Technology

                                  2         Visual Rules – Overview

                                  3         Visual Rules – Live Demo

                                  4         Visual Rules – Architecture and Components

                                  5         Dynamic Application Framework

                                   6        Benefits

                                   7        Next Steps




Visual Rules   •   13-Jan-10 • Slide 30 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Next steps


 • You can download an evaluation version of Visual Rules from our website
      www.innovations–software.com and experience the tool further


 • You can go through the demos at http://www.visual-rules.com/screencasts-
      demos-business-rules.html#


 • You can share your business situations with us. We can either create a POC or
      help you create a POC




Visual Rules   •   13-Jan-10 • Slide 31 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
®
  visual rules
           ru le yo u r bu sin e ss lo gic

Thank you for your attention!
Contact: Anuj Jain
Email – anuj.jain@innovations-software.com
www.visual-rules.com

Visual Rules   •   13-Jan-10 • Slide 32 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.

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Presentation Innovations + Vr 1 0

  • 1. ® visual rules ru le yo u r bu sin e ss lo gic Overview of Innovations & VR February 2010 Visual Rules • 13-Jan-10 • Slide 1 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 2. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 2 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 3. Innovations Software Technology Overview Company Locations • Founded 1997 in Immenstaad, Germany • Germany • Member of the Bosch Group since 2008 • Singapore • 250+ employees, strong growth • USA Products, Solutions, Services Client Industries • Technology Solutions • Financial Services Providers • IT Services • Finance Industry Solutions • Telecommunication • Insurance/Health Care • Professional Services • Retail • Automotive • Logistics • Public Services Visual Rules • 13-Jan-10 • Slide 3 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 4. Innovations Technology Portfolio Technology Solutions Business Rules Platform & Components Professional Services Management • Dynamic Application • Technical Consulting • Visual Rules Enterprise Framework • Custom Business Platform • Workflow Management Applications Visual Rules • 13-Jan-10 • Slide 4 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 5. Innovations Solutions for Finance Industry Software Solutions for Banks Client Management/CRM Compliance Credit Risk Rating • Client Acquisition Support • Anti-Money Laundering • Platform for Internal Rating • Account Opening • Terrorism Financing Models • Customer Relationship • Insider Trading/Market • Basel II-compliant Management Abuse • Simulation and • Sales Control • Fraud Detection Optimization • Electronic Workflows Visual Rules • 13-Jan-10 • Slide 5 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 6. References (Extract) IT Service Providers Won in 2009 Telco Health Insurance Banks Retail Retail More Visual Rules • 13-Jan-10 • Slide 6 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 7. Visual Rules References (Extract) Finance IT Services Insurance/Healthcare • Bank Vontobel (CH) • CENIT AG (D) • 16 AOK, BKK, IKK (D) • Beacon Funding (US) • Cirquent (D) • Fortis Insurance (LUX) • Cortal Consors S.A. (D, F) • DealerMagic (US) • GVV Versicherung (D) • Dresdner Bank (D) • Deutsche Börse Systems (D) • DZ Privatbank (CH) • Getronics (B) • Helsana Versicherung (CH) • Fintech (ZA) • IBM (CH) • Merkur Versicherung (A) • Fortis Group (D) • Itellium (D) • Policen Direkt (D) • Siemens PSE (A) • Swiss Life (CH) • HypoVereinsbank (D) • VR Kreditwerk (D) • ING-DiBa (D) • Odyssey Assest Mgt. (L) • WüBa Versicherung (D) • Hypo Investment (FL) • Quova (US) • LGT Bank (FL) • SmalS-MvM (B) Travel / Transport • Nomura Bank Ltd. (CH) • STABILIT Informatik (CH) • Deutsche Post (D, USA) • PostFinance (CH) • SunGard (US, D) • Global Travel Solutions (IN) • Raiffeisenbanken (CH, A) • Zafin Labs (UAE) • Minihouse (NL) • Rand Merchant Bank (ZA) • UBS (CH) Manufacturing/Automotive Tourism • United Overseas Bank (SGP) • Claas Harvester Machines (D) • Hilton Hotels (US) • Volkswagen Bank (D) • Suzuki Europe (D) • Wyndham Hotels (US) • Zürcher Kantonalbank (CH) • Yamaha Motors Inc. (US) Telco Retail Government • Arcor (D) • Immobilien Scout (D) • Pension Office (B) • T-Info (D) • Quelle (D) • Minnesota Department • Telefonica (E) • Neckermann (D) of Revenue (US) • Vodacom (ZA) • REWE (D) • US Navy (US) Visual Rules • 13-Jan-10 • Slide 7 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 8. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 8 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 9. What is Business Rules Management ? Use of Business Rules Management Separate Rules from Applications ! • Business rules are defined and tested by business experts Business • IT integrates business rules once IT • Business can change rules without (or with very few) IT support Rules Rules Regeln • Automatic code generation and documentation (no programming) Systems • Easy handling of very complex business logic Less cost, more flexibility, dynamic applications Visual Rules • 13-Jan-10 • Slide 9 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 10. Visual Rules Business Rules Enterprise Platform • Enterprise Grade BRMS • Deployed internationally and across industries • Scalable from single projects to Enterprise Decision Management • Flexible integration into development processes and IT infrastructure • Mature with a development history of 12 years, 4th Generation • A market-leading BRMS according to analysts Visual Rules • 13-Jan-10 • Slide 10 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 11. Business Rules Management without Visual Rules Textual Complexity Textual rules (and the corresponding program code) very quickly get complex—leading to problems in transparency and consistency “If the customer has maturities higher than $50,000 and the bank is authorized by the customer, then maturities should be reinvested immediately.” “If the customer has maturities higher than $50,000 and the bank is authorized by the customer and the customer is contactable, then give customer a phone call.” “If the customer has maturities higher than $50,000 and the bank is not is not authorized by the customer and the customer is not contactable, then ask the customer what to do at next contact.” “If the customer has maturities higher than $100,000, then show a hint on the portal of customer relationship manager.” Visual Rules • 13-Jan-10 • Slide 11 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 12. Business Rules Management with Visual Rules Graphical Modeling • Visual Rules is the only BRMS where rules are exclusively defined graphically • The intuitive illustration makes rules understandable for both business and IT experts Graphical rules are essential for the cooperation of business and IT experts Visual Rules • 13-Jan-10 • Slide 12 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 13. Flow Rule Elements Decide Make a decision Assign Calculate values and update data Fire Action Execute an action Call Flow Rule Call a flow rule Call Decision Table Call a decision table Call Service Call a service Done & Return Immediately return to the calling rule Repeat Repeat the following part of the rule End Repeat Immediately exit a Repeat Return Exception Create exception and continue at exception handling Handle Exception Specify what to do when an exception is thrown Visual Rules • 13-Jan-10 • Slide 13 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 14. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 14 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 15. Demo Link http://www.visual-rules.com/screencasts-demos-business-rules.html# Visual Rules • 13-Jan-10 • Slide 15 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 16. Visual Rules Modeler Rule Explorer Menu Rule Editor Toolbar Perspective Outline Properties Problems Visual Rules • 13-Jan-10 • Slide 16 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 17. Perspective for Business User Flow Rule Draft • Rules are drafted by arranging elements into a rule flow via drag&drop • Descriptions are added to communicate the purpose and meaning of each element • Notes can be used for additional editorial comments Visual Rules • 13-Jan-10 • Slide 17 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 18. Perspective for Business Analysts Flow Rule Specification • Rule expressions are entered for each modeling element • Modeling assistant, syntax highlighting and error markers support the user • The Rule Context palette of a rule shows all relevant data elements Visual Rules • 13-Jan-10 • Slide 18 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 19. Testing • Test cases define input and expected output of a rule • Detected deviations of input/output/internal data or actions are marked red Visual Rules • 13-Jan-10 • Slide 19 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 20. Graphical Compare and Merge • Detected structural differences are listed • Also a version list is available Visual Rules • 13-Jan-10 • Slide 20 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 21. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 21 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 22. Product Components Visual Rules Business Rules Management Dynamic Application Framework Solution Templates Dynamic UI Packaged Rules Dashboard (e.g. Credit Rating) Work Lists define govern execute Modeler Team Server QA & Deployment Execution Server Authoring Tools Test Rule Build - Test Decision Simulation Repository Deploy Services integrate access Database Connectivity Data Integration analyze perform Data Operational Warehouse DBMS Visual Rules • 13-Jan-10 • Slide 22 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 23. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 23 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 24. Visual Rules Dynamic Application Framework All the Layers of a Business Application Managed by Rules Business Presentation Logic Logic Dynamic Application Framework • Rule-Based • Consistent • Fully documented • Transparent Workflow Integration Logic Logic Visual Rules • 13-Jan-10 • Slide 24 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 25. Visual Rules Dynamic Application Framework Quick Facts Visual Rules • Easily create web-based applications owned by business experts • Rules drive all aspects of the application • Changes in business logic can manifest themselves also on the UI and in the underlying DB • Execution of models in batch or ad-hoc mode • Security and identity management • Database schema to store all relevant input, output and status data Visual Rules • 13-Jan-10 • Slide 25 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 26. Visual Rules Dynamic Application Framework Dynamic UI generation • Changes become automatically visible on analyst UI generate Visual Rules • 13-Jan-10 • Slide 26 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 27. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 27 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 28. Benefits Improved efficiency for development and maintenance Agility Transparent, documented, easy changeable models Costs Reduced development time and costs Collaboration Improved cooperation between business and IT Revision Support Traceable and understandable results, audit trail Time to market Shortens development cycles Quality Assures quality with a test-driven approach SOA Generates enterprise-wide reusable services Improvements for operative usage Decision Support Generates messages for supporting business experts Automation Automates business processes, controls applications Monitoring Transparently documents entire decision process Visual Rules • 13-Jan-10 • Slide 28 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 29. Benefits: Savings Gemessene EinsparungenScenario Company Measured Savings in % PostFinance, Transaction Analysis, Anti-Money 25% Switzerland Laundering Sungard Futures Trading System for 50% Systems, USA Exchange-Traded Derivatives MobileSelect, Web-based Consulting for 66% Australia Mobile Phones and Plans Migration of a Fund Management Sungard Forbatec 70% System Measured Savings in % Development 25% - 50% Maintenance 50% - 70% Visual Rules • 13-Jan-10 • Slide 29 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 30. Agenda 1 Innovations Software Technology 2 Visual Rules – Overview 3 Visual Rules – Live Demo 4 Visual Rules – Architecture and Components 5 Dynamic Application Framework 6 Benefits 7 Next Steps Visual Rules • 13-Jan-10 • Slide 30 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 31. Next steps • You can download an evaluation version of Visual Rules from our website www.innovations–software.com and experience the tool further • You can go through the demos at http://www.visual-rules.com/screencasts- demos-business-rules.html# • You can share your business situations with us. We can either create a POC or help you create a POC Visual Rules • 13-Jan-10 • Slide 31 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
  • 32. ® visual rules ru le yo u r bu sin e ss lo gic Thank you for your attention! Contact: Anuj Jain Email – anuj.jain@innovations-software.com www.visual-rules.com Visual Rules • 13-Jan-10 • Slide 32 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.

Editor's Notes

  1. Using the Dynamic Application Framework we can describe and drive many layers of an application directly using rules.And that leads to the whole application being rule-based, consistent (using capabilities of the BRMS), fully documented and transparent, because you can always see all the rules in place, also when they are executed, and everything is graphical with Visual Rules.