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Business Rules Framework

•
•
J
joedigiovanni

A presentation of a business rules framework and methodology for all aspects of a business rules project including: Planning, Rule Discovery, Analysis, Modeling, Design and Delivery

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Contents Scope Project Plan Iterative Development Planning Rule Sources Knowledge Elicitation Discovery Organization Modularization Rule Discovery Analysis Behavior Model Data Model Process Model Modeling Design Implementation Verification Rule Management Delivery Presented by: Joe DiGiovanni Business Rules Forum November 2004 Standards Rule Architecture Rule Details
Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Scope Project Plan Iterative Development ,[object Object],[object Object],[object Object]
Planning – Project Scope Define Initial Project Scope ,[object Object],[object Object],Identify and Engage Project Stakeholders Define Project Outcomes and Deliverables ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planning - Project Plan Guidelines for a Business Rules Project Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planning - Iterative Systems Development Rules projects favor an Iterative project lifecycle over the Waterfall approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tips for an Iterative project lifecycle plan START Planning Discovery Modeling Design Analysis Delivery
Planning - Iterative vs. Waterfall Iterative Project Lifecycle ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Classic Waterfall Approach START Planning Discovery Modeling Design Analysis Delivery Requirements Analysis Development Verification Design Delivery
Discovery Standards Rule Sources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Knowledge Elicitation
Discovery - Rule Sources Step 1 – Identify rule sources from where the rules will be elicited Rule Elicitation ,[object Object],[object Object],[object Object],Standards Rule Sources Rule Templates
Discovery – Rule Standards Step 2 – Establish and follow rule standards and guidelines Rule Elicitation ,[object Object],[object Object],Standards ,[object Object],Rule Sources Rule Templates
Discovery – Business Rule Statements Step 3 – Identify high level business rules and business rule statements Rule Elicitation ,[object Object],[object Object],Standards ,[object Object],Rule Sources Rule Templates
Discovery – Rule Templates Step 4 – Capture business rules and rule statements in rule templates Rule Elicitation ,[object Object],[object Object],Standards ,[object Object],Rule Sources Rule Templates
Discovery – Sample Rule Definition Template
Discovery – Sample Rule Set Definition Template
Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Organization Modularization Rule Discovery
Analysis - Rule Discovery Step 1 – Top-Down Rule Discovery ,[object Object],Business Rule Statement BusinessRules BusinessRules BusinessRules Atomic Rules Step 2 – Bottom-Up Rule Discovery ,[object Object]
Analysis - Modularization Step 3 – Create Rule Sets (modules) ,[object Object],[object Object],Rule Set A Rule Set C Rule Set B
Analysis - Organization Step 4 – Group Rules into Rule Sets and Rule Phases ,[object Object],Step 5 – Organize Rule Sets and Rule Phases into Knowledge Bases ,[object Object],Rule Phase 1 ,[object Object],Rule Phase 2
Analysis – Organization – Venn Diagram Step 5 – Organize Rule Sets and Rule Phases into Knowledge Bases (cont) ,[object Object],Knowledge Base Rule Set B ,[object Object],[object Object],[object Object],Rule Set C Rule Phase 1 Rule Set A Rule Phase 2
Modeling Behavior Model Data Model Process Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Modeling – Data Models Entity-Relationship Model ,[object Object],Object Model / Class Diagram ,[object Object]
Modeling – Process Models Flow Chart ,[object Object],Rule Flow Diagram ,[object Object],Flow Control Rule Rule Phase 2 Rule Phase 1 Rule Phase 3
Modeling – Behavior Models Decision Tables and Decision Matrices ,[object Object],[object Object]
Modeling – Behavior Models State Transition Diagrams ,[object Object]
Design ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Rule Architecture Rule Details
Design – Rule Architecture Rule Engine Core Rule Flow Control Rules Read-XML Phase Run-Process Phase Run-Sequence Phase Run-Activity Phase Run BPML Rule Set Sample Knowledge Base Architecture Parse-XML Rule Set
Design – Complete Details on the Rule Templates
Design – Complete Details on the Rule Set Templates
Delivery ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Implementation Verification Rule Management
Delivery – Rule Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Delivery – Verification and Validation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Delivery – Rule Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Conclusion Presented by: Joe DiGiovanni Business Rules Forum November 2004 Questions ??? Scope Project Plan Iterative Development Planning Rule Sources Knowledge Elicitation Discovery Organization Modularization Rule Discovery Analysis Behavior Model Data Model Process Model Modeling Rule Architecture Rule Details Design Implementation Verification Rule Management Delivery Standards

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Business Rules Framework

  • 1. Contents Scope Project Plan Iterative Development Planning Rule Sources Knowledge Elicitation Discovery Organization Modularization Rule Discovery Analysis Behavior Model Data Model Process Model Modeling Design Implementation Verification Rule Management Delivery Presented by: Joe DiGiovanni Business Rules Forum November 2004 Standards Rule Architecture Rule Details
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. Discovery – Sample Rule Definition Template
  • 13. Discovery – Sample Rule Set Definition Template
  • 14.
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  • 18.
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  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25. Design – Rule Architecture Rule Engine Core Rule Flow Control Rules Read-XML Phase Run-Process Phase Run-Sequence Phase Run-Activity Phase Run BPML Rule Set Sample Knowledge Base Architecture Parse-XML Rule Set
  • 26. Design – Complete Details on the Rule Templates
  • 27. Design – Complete Details on the Rule Set Templates
  • 28.
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  • 31.
  • 32. Conclusion Presented by: Joe DiGiovanni Business Rules Forum November 2004 Questions ??? Scope Project Plan Iterative Development Planning Rule Sources Knowledge Elicitation Discovery Organization Modularization Rule Discovery Analysis Behavior Model Data Model Process Model Modeling Rule Architecture Rule Details Design Implementation Verification Rule Management Delivery Standards