towards unified knowledge management platform (rulefest 2010)

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Towards a unified Business Knowledge Management

PlatformPlatform

Towards a unified Business Knowledge Management

PlatformPlatform

Edson Tirelli

CEP Lead Designer

Red Hat Inc

Towards a unified Business Knowledge Management Platform

Edson Tirellietirelli@redhat.cometirelli@redhat.comLead CEP DesignerJBoss, a Division of Red Hat

Towards a unified Business Knowledge Management Platform

What is Business Knowledge

Business Knowledge

What is Business KnowledgeBusiness Knowledge ?

Business Knowledge

Business Knowledge ?

Rules Fest – October 2010 – © Edson Tirelli 3

Is legislation business knowledge?

“All products sold in California, are due

Business Knowledge

“All products sold in California, are due 8.25% of sales taxes.”

business knowledge?

All products sold in California, are due

Business Knowledge

All products sold in California, are due 8.25% of sales taxes.”

Rules Fest – October 2010 – © Edson Tirelli 4

Are company policies business knowledge?

“ We match any price announced by any

Business Knowledge

“ We match any price announced by any direct competitor in the city.”

business knowledge?

“ We match any price announced by any

Business Knowledge

“ We match any price announced by any direct competitor in the city.”

Rules Fest – October 2010 – © Edson Tirelli 5

Is business intelligence

“Algorithmic Trading: when a given

Business Knowledge

“Algorithmic Trading: when a given security falls more than 5% in 2 minutes,

after a government's economic announcement, re- evaluate our position

and adjust the exposure to that security.”

business knowledge?

“Algorithmic Trading: when a given

Business Knowledge

“Algorithmic Trading: when a given security falls more than 5% in 2 minutes,

after a government's economic evaluate our position

and adjust the exposure to that security.”

Rules Fest – October 2010 – © Edson Tirelli 6

Is operational data business knowledge?

Business Knowledge

Country of Residence Age

US< 21

>= 21>= 21

Canada< 18

>= 18

business knowledge?

Business Knowledge

Gender Risk FactorMale 1.00

Female 0.80Male 1.20

Rules Fest – October 2010 – © Edson Tirelli 7

Male 1.20Female 1.30Male 0.90

Female 1.00Male 1.20

Female 1.10

Are business processes

Business Knowledge

business processes business knowledge?

Business Knowledge

Rules Fest – October 2010 – © Edson Tirelli 8

Answer: they are all Business Knowledge!

What they have in common?� declarative in nature (non� independent lifecycle

Business Knowledge

� independent lifecycle� more volatile than procedural code

� susceptible to analysis and optimization

Business Knowledge!

What they have in common?declarative in nature (non-algorithmic)

Business Knowledge

more volatile than procedural codesusceptible to analysis and optimization

Rules Fest – October 2010 – © Edson Tirelli 9

Case Study: Highway Toll systemCase Study: Highway Toll system

Rules Fest – October 2010 – © Edson Tirelli 10

Case Study: Highway Toll system

• Vehicles using the highway have their license plates scanned at entry and exit points

• Charge is calculated based on:• Distance travelled• Type of vehicle

Day of the week, time of the day• Day of the week, time of the day• Subscription plan (for frequent users)• Etc

• For subscribers, usage is summarized and mailed as a monthly report

• For non-subscribers, bills are summarized and mailed on a weekly basis

Case Study: Highway Toll system

Vehicles using the highway have their license plates scanned at entry and exit points

Charge is calculated based on:

Day of the week, time of the day

Rules Fest – October 2010 – © Edson Tirelli 11

Day of the week, time of the daySubscription plan (for frequent users)

For subscribers, usage is summarized and mailed as a

subscribers, bills are summarized and mailed on a

Processes: apparent from the start

Sample non-optimized process

Processes: apparent from the start

Rules Fest – October 2010 – © Edson Tirelli 12

optimized process

Ops… I need rules…

Sample non-optimized process

I need rules…

Rules Fest – October 2010 – © Edson Tirelli 13

optimized process

Type of Vehicle Day of the Week Distance (km)

passengerweek day

0, 20

21, 200

weekend 0, 200

truck week day

0, 10

11, 30

Rules for what?

truck week day 11, 30

31,200

Sample Decision Table: rule abstraction for homogeneousrules

Distance (km) Charge per Km($)

0, 20 0.10

21, 200 0.08

0, 200 0.05

0, 10 0.23

11, 30 0.2111, 30 0.21

31,200 0.19

Rules Fest – October 2010 – © Edson Tirelli 14

: rule abstraction for homogeneousrules

Rules for what?

rule “Road use for emergency response”when

There is an emergency response

A vehicle used the road

thenReassign the charge to municipal administration

end

Sample DSL rule: developing

“Road use for emergency response”

emergency response event in effect

Rules Fest – October 2010 – © Edson Tirelli 15

to municipal administration

: developing adhoc rules

Rules for what?

Rules to control process behaviour

Sample non-optimized process

Rules to control process behaviour

Rules Fest – October 2010 – © Edson Tirelli 16

optimized process

Ops… events?

There is an emergency response…

Rules Fest – October 2010 – © Edson Tirelli 17

event in effect

Typical CEP solutions

Event P

rocessors

Event P

rocessors

Event P

rocessors

Event P

rocessors

Streams Streams Streams

• Not flexible enough to meet the requirements for al l scenarios:• Rules and processes need access to intermediate events as well• Event processing assets follow the same lifecycle of the rules and processes assets

Typical CEP solutions

Event P

rocessors

Application

Rules Fest – October 2010 – © Edson Tirelli 18

Event P

rocessorsStreams Streams

Not flexible enough to meet the requirements for al l scenarios:Rules and processes need access to intermediate events as wellEvent processing assets follow the same lifecycle of the rules and processes assets

What do we need?

• BRMS is no longer enough

• Business Knowledge Management• Takes into account all knowledge assets:

• Models• Rules• Processes• CEP modules• etc

• Provides a unified view and enables lifecycle management

What do we need?

Business Knowledge ManagementTakes into account all knowledge assets:

Rules Fest – October 2010 – © Edson Tirelli 19

Provides a unified view and enables lifecycle

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 20

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 21

Business Knowledge Management

Example documentation screen for rules

Business Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 22

Example documentation screen for rules

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 23

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 24

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 25

Business Knowledge ManagementBusiness Knowledge Management

Rules Fest – October 2010 – © Edson Tirelli 26

Drools Platform

Rules Fest – October 2010 – © Edson Tirelli 27

Domain OverviewDomain Overview

Rules Fest – October 2010 – © Edson Tirelli 28

Drools Platform

Rules Fest – October 2010 – © Edson Tirelli 29

Drools Platform

Rules Fest – October 2010 – © Edson Tirelli 30

Q&A

o Drools Documentation:o http://www.jboss.org/drools/documentation.html

Edson Tirellietirelli@redhat.comLead CEP DesignerJBoss, a Division of Red Hat

http://www.jboss.org/drools/documentation.html

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