1. IBM WebSphere ILOG BRMS Release 7.1
Business Rule Management System

2. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018

3. Traditional Approach for Managing Decision Change
Business rules are crucial to operational systems, and they change over time. The traditional (ad hoc) approach of dealing with rule changes leads to…
Reduced organizational agility
Reduced employee productivity
Increased load on IT
Where Business Rules Typically Exist
Applications
Processes
People
Documents
Issues
Rules are hidden in code or isolated within the organization
Changes are hard to track and maintain over time
Rules used by systems have to be programmed and require IT resources
Duplication and multiple versions of the same rules
Lack of auditability, traceability
Decision changes cannot be easily tested or simulated

4. The Smarter Approach – Easy, Safe, Reliable Change with BRMS
Eliminate decision silos
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
Business Rule Management System
Where Business Rules Typically Exist
Applications
Processes
People
Documents
Rules are Defined, Analyzed and Maintained
User Tools
Rules are Stored and Shared
Rule Repository
Rules are Deployed, Executed and Monitored
Rule Server
September 5, 2018 4

5. Redefined Application Change Cycle
Rules
Design
Implement
Execute
Trace
Edit
Govern
Publish
Code
Redefined Application Change Cycle
Developer
Business - IT
Functions /Tasks / Flow
Decisions / Policies
Weeks / Months
Days / Weeks
September 5, 2018 5

6. Managing Change Across the Organization
I need a comprehensive rules development and maintenance environment
I need easy,
efficient and reliable policy change delivery
Development
Rule Developer
Rule Modeler
Business Analyst
Line of Business
Business Partner
Policy Manager
Line of Business Manager
I need performance,
scalability, monitoring and reliability of operations
Production
IT Administrator
System/Ops Manager
September 5, 2018 6

7. Comprehensive Environments for Every User
Developers
Rule Studio
Business Users
Rule Team Server
Rule Solutions
for Office
WebSphere ILOG BRMS
Administrator
Rule Execution Server
September 5, 2018 7

8. WebSphere ILOG BRMS – Full Rule Lifecycle Support
Developer
Business
Analyst
Model
Analyze
Author
Policy Manager
Validate
Monitor
Enterprise
Rule Repository
System Administrator
Test
Execute
Deploy
Rule Administrator
September 5, 2018 8

9. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018 9 9

10. Business Rule Languageif
the type of claim is Veterinary cost
then
Processing type for claim is : Automate
else
Processing type for claim is : Manual
Supports all kind of rules:
Basic to cross validations
Derivations
Inference based rules
Calculations rules
Product offering
Underwriting
Scoring
Rating…
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 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;
September 5, 2018

11. Advanced Decision Tables
Actions
Built-in Gap/Overlap
Checking
Automatic
Rule
Generation
September 5, 2018

12. Decision Trees Values Actions Condition Built-in Gap/Overlap checking
Automatic Rule
generation
September 5, 2018

13. Rule Authoring: Visual Decisioning Flow
Graphical editor to model and control rule execution sequence (ruleflow)
Function
Task
Rule
Task
Flow
Conditions
Pre/Post
Conditions
September 5, 2018

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
Compliance KYC / AML
On Boarding
Public Sector
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
Customer Service
Billing
Contract Management
Retail
Online recommendation
Campaign Management
Pricing
Manufacturing
September 5, 2018 15 15 15

15. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018 16 16

16. Rule Editing with Domain Specific Languages
Business Object Model
Rule Vocabulary
Business Rule Language
Developer
IT / Business
Rule Developer /
Business User
CustomerInfo
name
birthday
getNumAccidents()
isHighRiskDriver() …
“customer”
the name of …
the birthday of …
the number of accidents of …
the … is a high risk driver …
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
Automatic generation of the rule vocabulary.
Comprehensive industry focused business terms to define its data and associated actions.
Localizable vocabulary
“client”
le nom du ...
l’anniversaire du ...
Le nombre d’accidents du ...
le ... est un conducteur à risque …
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
September 5, 2018

17. Flexible Rule Deployment with Versioning
Rule Maintenance
Runtime
Ruleset A
RuleApp AB
Version 1.0
Rule 1
Version 1.0
Ruleset A
Version 1.0
Ruleset B
Version 1.0
Version 1.1
Version 2.0
(Current version)
Baselines
Ruleset
Snapshot <Date>
Rule 2
RuleApp AB
Version 2.0
Version 1.0
Version 1.1
Ruleset A
Version 2.0
Ruleset B
Version 1.0
Ruleset B
Rule 3
Version 1.0
Version 2.0
(Current version)
Rule 4
September 5, 2018

18. Flexible Rule Deployment with Versioning
Business Rule Management
Rule Governance
Rule
Query
Rule
Overriding
Rule
Lifecycle
Rule
Analysis
Rule
Permission
Rule Team Server Repository
Rule
Hierarchy
Rule
Status
Rule
Versioning
Rule
Reporting
Rule
Testing Simulation
Rule
Templates
September 5, 2018

19. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018 21 21

20. WebSphere ILOG JRules 7.1 Components
Design
Maintain
Share
Deploy
Line Of Business
Production
Development
Rule Solutions
for Office
Rule Studio
Rule Team
Server
Decision Validation
Services
Rule Repository
Transparent
Decision Services
Rule Execution
Rules for COBOL
Custom
Web
Applications
September 5, 2018 22

21. 360° new features review (Release 7.1)
Rule Team Server
Intellirule editor
Single-click edit in RSO without publish/update
Completeness report
Permission setting on Servers
Rule Solutions for Office
Ruleflow editor
Decision Validation Services
Domain support in Excel scenario provider
User-defined report name
Hyperlink on rules in test/sim report
Side by Side Simulation (or Test Suite) comparison
Decision Warehouse
Rule Session MDB
Decision ID support for rule session MDB, TDS
WebSphere 6.1, 7.0, WebLogic 10, JBoss 4.2, 5.0 Rule Session EJB
Rule Execution Server
New maximum idle time ruleset property
Ruleset usage monitor
Profiling for estimated ruleset memory size
Ruleset caching extension point
Ruleset Testing in RES console
Synchronization
WebDav support RTS-RSO synchronization
Selective push synchronization
Rule Studio for Java
Rule project statistics
Ruleflow editor convergence
Ruleset build automation
Intellirule editor improvements
SCA component export wizard
Eclipse 3.4 port (V7.0.2)
JRules to .NET deployment

22. Rule Studio (RS) Developers Business Analysts
Eclipse-based Development Environment
Developers
Business Analysts
Rule Studio
September 5, 2018

23. RS: Low Cost of Ownership for Developers
Ease to learn
Familiar environment
Project map for new users
Follows Eclipse style and design guidelines
Easy to use
Auto-completion in rule text editor
Re-factoring
Wizard-driven Java, XML, WSDL data integration
Productivity
Integrated Rules and Java debugging
Rule Studio
September 5, 2018

24. RS: Strong Support for Business Analysts
Business rule modeling support
Business Object Model
Business vocabulary
Templates creation
If..then..else, Decision tables and decision trees
RuleFlow
Support for large organizations
Modular Business Object Model
Modular Project organization
Semantic queries
Rule Studio
September 5, 2018

25. Selective Push RS-RTS synchronization (New)
Rule Studio
(Eclipse-based)
Rule Team
Server
Select based on
Artifact type
Query results
Also available for headless synchronization
"-selector [query] : BQL Query to select rules to be synchronized\n"
Value
Just synchronize what needs to be updated
Optimizes synchronization time for big rule projects

26. Increasing business logic completeness (New)
New in 7.1:
Rule project completeness checking
Query based completeness analysis
Gaps detection and correction suggestion

27. RS: Integration with SD Infrastructure
Asset Management
JRules Projects Artifacts stored as file
SCC Integration through Eclipse
Reporting
Build & Deployment Management
Interactive
Batch Mode
Test Management
Decision Validation Services
Interactive and Batch Test Executions
Rule Studio
September 5, 2018

28. Rule Team Server (RTS) Line Of Business Analysts Policy Manager
Web-based Management Environment
Line Of Business
Analysts
Policy Manager
Rule Team
Server
September 5, 2018

29. RTS: Web-based Console for Rule Maintenance
Access rule artifacts concurrently without conflict or delay
Represent complex policies using rule overrides and hierarchies
Take control of very large rulebases with Smart Views, easy search and reporting
Get automatic notification of potential rule conflicts, redundancies
See where rules are used across projects using queries
Hot-deploy rule changes in minutes
Secure, integrated with enterprise security facility including single sign-on
Rule Team
Server

30. RTS: Easy To Use, Easy To Learn
Domain-specific rule vocabulary
Simple, consistent UI metaphors
Template support
Wizard-based dialogs
Guided rule editors
Real-time error checking
Online help
Rule Team
Server
September 5, 2018

31. RTS: A Complete Set Of Capabilities
Authoring
Plain English, Decision Table, Decision Tree
Quick edit mode using MS Office
Templates
Managing
Queries
Smart Views
Version Management
Baseline
Validating
Syntactic Check
Semantic Check
Semantic Queries
Testing / Simulating
Decision Validation Services
Auditing
Version Management
Baseline
Query-based reporting
Deploying
Query base Extraction
Rule service management
Administration and configuration
Authorization policies
Rule Service
Display Options
Rule Team
Server

32. Extended rule authoring experience (New)
Direct MS edit mode
New in RTS 7.1:
Direct access to MS editing
Ruleflow edition thru Word
Automatic synchronization
Automatic lock of edited elements
One click
Decision Table in MS Excel
Action rules in MS Word
Rule Flow in MS Word

33. Extended rule authoring experience (New)
Intellirule Rule editor in RTS
New in RTS 7.1:
Guided rule writing in RTS
Automated text completion
Hierarchical display
Problem list view
Selectable rule editors

34. 3rd party document repository based RTS-RSO (New) synchronization
WebDav Support
New in 7.1:
WebDav integration
Synchronization between RTS and RSO documents stored in WebDav compliant document repositories

35. RTS: Enterprise Grade Rule Management
3600 view of the enterprise business rules
Project-based approach
Meta-data support
Smart views
Semantic queries
Secure
Integrated with Enterprise security facility including single sign-on
Role-based access
Version control
Complete
Rule creation / modification / testing & simulation / hot deployment
Auditable
All artifact modifications are stored and versioned
Project Baseline can be created and restored at any time
Designed for scalability
RDBMS-based repository
Internationalization (i18n)
Rule Team
Server
September 5, 2018

36. RTS: Ready for Customization
Out-of-the-box (OOTB) Interface
Screens and access configuration
using RTS configuration menus
Custom web interface using
JRules Web components
Personalization using
RTS customization APIs
Customized Interface
Custom Web Interface
Rules Repository
Rule Team
Server
September 5, 2018

37. Rule Execution Server (RES)
Managed Execution Environment
Rule Administrator
System Administrator
Rule Auditor
Rule Execution
Server
September 5, 2018

38. RES– High Performance and Scalability
High performance and scalable rule execution
Support transactional and batch rule execution
Inference (forward-chaining) and sequential rule engine
Cluster enabled
Integrate with Java, XML, WSDL
Exposes rule services as
Rule Session (POJO, EJB or MDB)
Transparent Decision Services (Web Services)
Rule services management & monitoring
Rule Persistence and Versioning
Rule Execution statistics & trace
JMX-based administration console
Rule Execution
Server
September 5, 2018

39. Providing detailed ruleset usage statistics for Administrator (New)
Better transparency
On the usage
On the consumption

40. Support Java XOM based Ruleset and Decision Service (New)
New in 7.1:
Java based ruleset can be exposed as Decision services
Requires RAD 7.5 and SCA SupportPac for WebSphere Application Server 7.0

41. RES: Decision Warehouse
Included with Decision Validation Services
Traces decisions in production applications
Logs execution trace
Input / Output data
Execution results
Executed Tasks
Rules Fired
Queries
Open API to connect 3rd Party BI tools
Rule Execution
Server

42. Decision Warehouse – Hyperlink to RTS
Rule Execution
Server
September 5, 2018

43. Decision Warehouse Architecture
Operational System
Reporting and Analysis
Rule Execution Server
Existing Database
Execution Components
Extension
BORROWER
LOAN
Transform & Store
Management Console
Store Traces
Query
Third-party BI Tool
Decision Traces
Historical Traces
Generate Report
Decision Traces
Rule Execution
Server
September 5, 2018

44. Rule Solutions For Office (RSO)
Business user rule authoring and maintenance using Microsoft Office Word and Excel
MS Office Excel
Line Of Business
Subject Matter Expert
Rule Solutions
for Office
MS Office Word
September 5, 2018

45. RSO: Empowering Business Users
Decision table editing in MS Excel 2007
Automatic Spread sheet generation from RTS
Additional DT menus in MS Excel
Automatic Gap / Overlap detection in the spreadsheet
Action rules and RuleFlow editing in MS Word 2007
Automatic Document generation from RTS
Additional Rule menus in MS Word
Guided rule edition in Word
Vocabulary access
Rule Solutions
for Office
September 5, 2018

46. RSO: Publish Ruledocs from RTS
Rule Team
Server
Rule Solutions
for Office
Publish
Rule Filter
Rule Organization
Locale Selection
Rule Solutions
for Office
September 5, 2018

47. RSO: Editing a Decision Table in MS Excel
Decision Table Toolbar
Artifact
Properties
Gap / Overlap
Highlight
Problem List
MS Office Excel
Rule Solutions
for Office
Automatic rule translation
September 5, 2018

48. RSO: Editing an Action rule in MS Word
Rule Toolbar
RuleDoc
Outline
Business
Vocabulary
Problem
List
MS Office Word
Rule Solutions
for Office
Guided editor with automatic completion
September 5, 2018

49. RSO: Editing a Rule Flow in MS Word (New)
Rule Toolbar
Business
Vocabulary
Complete
Graphical
toolbar
Problem
List
Rule Solutions
for Office
MS Office Word
September 5, 2018
Graphical editor

50. RSO: Updating Ruledocs in RTS
Rule Team
Server
Rule Solutions
for Office
Update
Synchronization
Action
Rule Solutions
for Office
September 5, 2018

51. Decision Validation Services (DVS)
Functionality Overview
Out-of-the-box ruleset testing in Rule Team Server
Business impact simulation in Rule Team Server
Scenario configuration and customization in Rule Studio
Audit - Decision Warehouse in Rule Execution Server
Decision Validation
Services
September 5, 2018

52. DVS: Scenario Definition
Expected
Results
Input Data
Rulset
Tests
Decision Validation
Services
September 5, 2018 54

53. DVS: Test Suite in Rule Studio
Generated
Scenario Document
Configuration
editing
Detailed Scenario
Reports
Decision Validation
Services
September 5, 2018

54. DVS: Test Suite in RTS RTS Test Suite Results September 5, 2018
Detailed Scenario
Reports
Consolidated
Results
Individual Scenario
Result
Decision Validation
Services
September 5, 2018

55. Champion and challenger capabilities (New)
New in DVS 7.1:
Test suite comparison
Simulation suite comparison
Champion and challenger scenario
Allows what if analysis
Side by side comparison
Today
Tomorrow

56. Decision Validation Services Architecture
Rule Team Server (RTS)
Renderers
Scenario
KPI Result
Rule Execution Server
Scenario Service Provider (SSP)
XOM
Scenario Provider
Key Performance Indicator
Deploy Testing Ruleset
Run
Report
Deploy Extensions
Decision Warehouse
RTS Repository
Run
Rule Studio
DVS Project
Format
Excel Configuration Runner
Rules
Test Suites
Simulations
Run reports
Rules Fired
Transaction
data
Decision Validation
Services
Generate Extension Templates
September 5, 2018

57. Rule Studio: DVS Customization
Format customization :
how scenario data is built
how a test/simulation runs
how the results are rendered
Extension Points
Scenario Provider –how scenario data and tests are built
RTS Scenario Provider Renderer – It captures user input in RTS when defining a Test Suite/Simulation
KPI – how a KPI is computed and results are stored
RTS KPI Result Renderer how a KPI result is rendered in RTS
Decision Validation
Services
September 5, 2018

58. Customization Extension Points in DVS
JSP page
Storable KPI result
Scenario Provider
Database
KPI
Database
Java Code
Eclipse custom
configuration
Decision Validation
Services
September 5, 2018

59. Business Simulation (RTS) - Customization
Custom Scenario
Provider
Custom Reports
Custom KPIs
API Level
API Level
Decision Validation
Services
September 5, 2018 61

60. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018 62 62

61. JRules in the IBM SOA Reference Architecture
Rule authoring, governance,
testing and simulation
Rule integration
Rule Solutions for Office
for business users
Business Innovation & Optimization Services
Rule Studio
for developers
Rule Team Server
for business users
Interaction Services
Process Services
Information Services
IT Service Management
Decision
Service
Personalization
Decision
Service
Process routing
Decision
Service
Data processing
Development Services
ESB
Facilitates communication between services
Partner Services
Business App Services
Access Services
Complex decision
automation
Rule Execution Server
Infrastructure Services
September 5, 2018 63

62. Business Rules as Decision Services
ILOG JRules
Transparent Decision Service
consumer application
Rule Execution Server
SOAP
Transparent Decision Service
Rule Engine
boolean checkEligibility (Customer cust)
Risk getScore (CreditRequest request)
Rule Execution Server allows to expose any ruleset that processes XML as a Web Service without code deployment makes these SOA-style integrations very easy
Transparent
Decision Services
September 5, 2018

63. BPM & BRMS interoperability overview
IBM ILOG JRules
Order
Validation
Editing tools
Order parameter
Transparent
Decision
Service
Fraud
Detection
Report parameter
(e.g. exception)
Exception?
Exception
handling
Yes No
Deploy rules No
Yes
Order accepted?
Order validation rules
Fraud detection rules
Computation rules
Rule
Repository
Review
Process
Order
The business logic within business processes changes more frequently than the business processes themselves
Transparent
Decision Services
September 5, 2018

64. Integration with IBM WID/WPS
Rule Execution
Server
Rules Repository
ILOG connector components
Interface
Available today for v6.7
Coming soon for v7.0
Interface
Reference
Reference
September 5, 2018

65. Agenda Introduction to BRMS Business policies and Business rules
Concept of operations
IBM Websphere ILOG JRules
IBM ILOG JRules for Smart SOA
Conclusion
September 5, 2018 67 67

66. Benefits of the ILOG BRMS
Reduced lead times for changes
Fast, reliable of customer loyalty offers, deployed directly by business users (retail)
More personalized client interactions
2.5x improvement in acceptance of cross-sell offers (retail banking)
BRMS
Internal/external compliance
Support of complex regulations that vary by customer location and product line (insurance)
Business – IT alignment
Reduced new policy implementation by 50% (financial services)
September 5, 2018 68 68

67. ILOG JRules BRMS – Manage Change with Confidence
Implement change in a way that is easy, safe and predictable
Reduce the time and cost required to develop and maintain operational systems that are affected by change
Provide a way for IT and Business functions to work collaboratively on defining and updating the decision logic that drives operational systems
Increase the visibility of how systems use and are affected by decision logic
September 5, 2018

68. Developer Works BRMs page
Central resource for developers, architects and IT managers to share industry knowledge, experience and best practices surrounding BRMS.
Quick start tutorials
Online forums, blogs
White papers
Recorded webinars
Meet the experts
Analyst reports.
September 5, 2018

69. Q&A
September 5, 2018 71