1. Rules within an Enterprise
and their management with a BRMS
DJ Des Jardins
Technical Account Manger

2. What are Business Rules
Example 1:
IF a person is a senior citizen, THEN provide a 5% discount.
Example 2:
IF a person drives more than 150 miles a week to and from work, THEN add $25 to their auto insurance premium.
Example 3:
IF a customer invests less than $5000 THEN place the customer in the bronze level.
IF a customer invests $5000 or more but less than $10,000, THEN classify the customer as silver.
IF a customer invests more than $10,000, THEN consider the customer as gold.
Policies
&
Procedures
11/19/2018
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3. Types of Business Rules
Derivation rule: A rule that uses an algorithm to return a value. It can return any type of value that makes sense in the business context in which it is used. For example, a derivation rule may calculate a discount or compute the total price of an order.
Constraint rule: A rule that confirms that an operation has met all of its obligations, and that a particular constraint or edit has been met. For instance, it may check that a value entered by an external user is within legal bounds.
11/19/2018
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4. ? What do they “DO” Is this a valid application?
What is the next step in the process?
Is the loan approved?
Rating?
What is the “Risk”?
What should the next question be in the questionnaire?
Score?
What is the price?
What Discount should apply?
11/19/2018
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5. Implementation of Business Rules
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6. © ILOG, All rights reserved
Scorecard
A scorecard is an executable implementation of a statistically based model for attributing a number (score) to a customer (or an account) which indicates the predicted probability that the customer will exhibit a certain behavior.
11/19/2018
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7. When Should Rules be Externalized
Business logic volatility
Turnaround times
Regulatory compliance
Visibility
Complex processing
Large number of Rules
Reuse
11/19/2018
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8. Why Externalized Rules
Explicit documentation of business practice decisions.
Clearer understanding of application behavior
Reuse of rules across business processes
Increased consistency of business practices
Decreased maintenance and testing costs
Improved manageability of business practice decisions
Increased confidence in predicting the business impact of changes
Identify and correct conflicting business rules in different parts of the business
11/19/2018
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9. © ILOG, All rights reserved
Business Rules Engine
11/19/2018
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10. Business Rules Management System
BRMS
Business Rules Management System
11/19/2018
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11. Address Needs of Enterprise
Need secure, safe, easy,
efficient and reliable policy change delivery
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12. © ILOG, All rights reserved
Components of a BRMS
Developer
Business
Analyst
Model
Analyze
Author
Enterprise Rule
Repository
Policy Manager
Validate
Monitor
System Administrator
Test
Execute
Deploy
Rule Administrator
11/19/2018
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13. © ILOG, All rights reserved
BRMS
11/19/2018
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14. What to look for in a BRMS
Authoring
Plain English, Decision Table, Decision Tree
Templates
Managing
Queries
Smart Views
Version Management
Baseline
Validating
Syntactic Check
Semantic Check
Semantic Queries
Auditing
Version Management
Baseline
Query-based reporting
Deploying
Query base Extraction
Rule service management
Administration and configuration
Authorization policies
Rule Service
Display Options
11/19/2018
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15. JRules - BRMS Need secure, safe, easy,
efficient and reliable policy change delivery
11/19/2018
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16. © ILOG, All rights reserved
JRules - BRMS
Developers
Business Users
Rule Studio
Rule Team Server
Rule Scenario Manager
Rule Execution Server
Administrator
11/19/2018
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17. © ILOG, All rights reserved
JRules - BRMS
11/19/2018
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