business decision modeling with dmn and openrules decision modeling with dmn and openrules ......
TRANSCRIPT
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© 2017 OpenRules, Inc. 1
Business Decision Modeling
with
DMN and OpenRules
Jacob Feldman, PhD
Chief Technology Officer
www.openrules.com
RulesML+RR+DecisionCAMP London, July 12-15, 2017
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Outline
DMN
Hands-on creation and execution DMN-
based decision models
– DecisionHello (by business analysts)
– DecisionHelloJava (integration with IT)
– DecisionLoanOrigination
– Domain-Specific Decision Tables
© 2017 OpenRules, Inc. 2
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Business Rules and Decision
Management Systems (BRDMS)
BRDMS is at the center of modern
enterprise architectures
Examples: loan approval, insurance
underwriting, customer service tactics,
clinical guidelines, risk management,
compliance, and many others
Still: • decision logic has to be defined by humans
• semantic technology can make a difference
© 2017 OpenRules, Inc. 3
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© 2011 OpenRules, Inc. 4 © 2011 Decision Management Solutions
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DMN – Decision Model and Notation
OMG standard since 2014
Specifies key concepts and constructs for
business decision modeling
Current release 1.1 supports DMN XML
interchange format
Next Release 1.2 – Q1 2018
Many vendors announced DMN support
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© 2017 OpenRules, Inc. 6
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DMN Modeling Aspects
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Decision
Requirements
Diagrams (DRD)
Decision Logic
(Standardized
Decision Tables)
Integration with
Business Processes
(BPMN)
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DMN Notation
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DRD
Output of the
Decision-2 is used
as an input for the
Decision-1
This Decision Table
represents Business
Knowledge-2
(decision logic)
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Decision Modeling Constructs
Core Constructs • Diagrams with Logical Connections
(information requirements)
• Decision Tables
• Basic Expression Language (S-FEEL)
• Conformance Level 2
Advanced Constructs • Boxed Expressions (FEEL functions with
parameters, contexts, if-then-else, for..return
loops, filters, sorting, recursion, …)
• Conformance Level 3
© 2017 OpenRules, Inc. 9
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Hands-On Decision Modeling
The best way to understand DMN is to build
and test real Decision Models
We will create and execute several
examples:
– DecisionHello (by business analysts)
– DecisionHelloJava (integration with IT)
– DecisionLoanOrigination
© 2017 OpenRules, Inc. 10
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Sample Decision Model
“Determine Customer Greeting”
Decide how to greet a particular
customer during different times of the
day (think IVR)
Test:
– Customer: Robinson is a married woman
– Time of the day: 14:25 pm
– Expected decision:
"Good Afternoon, Mrs. Robinson!"
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Starting with a Decision
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"Good Afternoon, Mrs. Robinson!"
Greeting Salutation Name
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Decision Requirements Diagram
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DRD as a Tabular Decision
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It is a well-known fact that any
diagram can be presented in a
tabular format (see e.g. Shlaer-Mellor method)
Our DRD may be presented in
OpenRules as
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Decision Table “DefineGreeting”
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Decision Table
“DefineSalutation”
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Decision Table “DefineSalutation” (alternative representation)
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Decision Table “DefineResult”
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This is an examples of a simple FEEL expression
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Defining Business Glossary
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Defining Test Data (in Excel)
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Executing Decision Model
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Implementation Path
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Integration with IT
Let’s assume that now our decision
model is tested by business analysts
How to integrate it with an actual IT
application? – Business Objects should be mapped to an
actual Business Object Model (e.g. Java classes
or XML)
– A decision may be executed directly from an
application (using a Java API or a web service)
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Accepting Data From Java
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Executing Decision From
Java
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Create a
Decision
Create a
Customer
Execute
the
Decision
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Mapping Decision Objects
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• Simply define business concept Customer
as Java object
IT doesn’t even have to look at Decision Logic!
Glossary is the only integration map between
Business and IT
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Decision Modeling:
Who Does What
What Business Users (SMEs) do: • Create decision models
• Validate decision models
• Create Test cases
• Execute decision models
SMEs use familiar tools such as Excel or Google
Docs (no coding required)
What Developers do: • Help to integrate already tested decision
models into existing IT infrastructures
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Specialized DMN Modelers
Trisotech
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DMN XML Interchange
Format
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DML XML Interchange
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SOA Architecture with
Loosely Coupled Decision Services
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Collaraborative Rules
Management with Google Docs
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More Decision Tables (Banking Example)
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More Complex Decision Tables
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1040EZ Decision Table
Decision Table with Calculations
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DecisionTable (single-hit) vs.
DecisionTable1(multi-hit)
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DMN Section 11 Example
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Loan Origination
Business Process
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DRD
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Top-Down DRD
Decomposition
We will decompose
our decision model
into 7 loosely
coupled decision
models
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DRD
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Decision Model “Loan
Origination Result”
Decision Logic
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Decision Model “Loan
Origination Result”
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Test Data
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Decision Model “Loan
Origination Result”
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Organization
Structure
Execution
Results
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DRD
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Decision Model “Bureau
Strategy”
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DRD
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Decision Model “Bureau
Strategy”
Decision Logic
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DRD
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Decision Model “Routing”
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DRD
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Decision Model “Routing”
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Decision Logic
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DRD
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Decision Model
“Affordability”
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A fragment of the “big” DRD
Combined in
one Variable
“Affordability”
Combined in
one variable
“Affordability”
Combined in
one Variable
“Affordability”
Combined in
one variable
“Risk Category”
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Decision Model
“Affordability” - DRD
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Decision Model “Affordability”
– Decision Logic
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Decision Model “Affordability”
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Calculation Logic with a FEEL formula
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Decision Model “Affordability”
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Combining sub-decisions
External decision name
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DRD
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Decision Model “Pre-Bureau
Risk Category”
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Defines the variable “Risk Category”
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DRD
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Decision Model “Post-Bureau
Risk Category”
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Defines the variable “Risk Category”
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DRD
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Decision Model “Application
Risk Score”
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A typical “scorecard”
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Linking Loosely Coupled
Decision Models Together
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Our repository
now contains 7
tested loosely
coupled
decision models
and
their test-cases
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Keeping them
together
A “big” glossary
serves as a spine
that keeps all
surrounding
decision models
together:
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Combined Glossary
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Importing Decision Models
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Defining Integrated Decision
Models
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Defining Test Data
“Applicant”
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Defining Test Data
“RequestedProduct”
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Defining Test Data
“BureauData”
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Defining Test Data
“Application”
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Defining Test Data
“Test Cases with Expected
Results”
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Execution Results for Test 3
Note that
Routing never
was executed
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Developing
Domain-Specific
Decision Tables
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Examples of Domain-Specific
Decision Tables
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Security
Domain (specifies
document
access)
Geo-Spacial
Domain
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DMN is a general purpose Decision Modeling
Language – Defines standard formats for generic decision tables and
other decision modeling constructs
Domain-Specific Decision Modeling is similar
to Domain-Specific Languages (DSLs): – “Business DSL” provides specialized business concepts,
relationships, and formats for a particular problem domain
– Converting DSL APIs to a “business DSL” using domain-
specific decision tables
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Beyond DMN: Business DSL
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Domain-Specific
Decision Modeling
Objective
– Given: a domain-specific language with an API
– Goal: create a domain-specific decision modeling
“language“ oriented to business users
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Software Developers
Business Analysts
DSL (API)
Decision Modeling
Constructs (Diagrams & Decision
Tables)
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How to create a Domain-
Specific Decision Table?
1. Start with a domain-specific language
(Java API)
2. Design Decision Tables oriented to a
subject matter expert in this particular
domain
3. Implement new decision templates
with conditions and actions that support
new domain-specific decision tables
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OpenRules Decision Tables
Look Inside of OpenRules
Implementation
– Business View
• Decision Tables Instances
– Technical View
• Decision Table Templates
– Both defined in Excel
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Business-oriented Decision
Table and its Technical Template
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Example: Geospatial Domain
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Deals with objects and algorithms
for processing linear geometries
(points, lines, areas, etc.) on the
2-dimensional Cartesian plane
JTS (Java Topology Suite)
– JTS is a de-facto standard open
source Java library with a complete,
consistent, and robust Java API
– However, it is too complex for
business users
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Geospatial Expressions used to
define Spatial Significance Score
HRR – Hospital Referral Region
HSA – Hospital Service Area
How to present such rules in a “human”
way that still can be executed by a
computer? 81
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Business Users Like This
Format:
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New Custom Type
of Decision Tables
JTS
Operators
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More Complex Conditions
83
Natural
Language
Expressions
Natural
Language
Expressions © 2017 OpenRules, Inc. 83
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Implementation Template
84
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Custom Decision Logic:
From Java Apps to
Decision Models
85
Programmers Business Analysts
General Purpose Language
(e.g. Java)
BRDMS
(DMN)
Domain-specific APIs Custom Decision Tables
Java Applications Domain-specific Decision
Models
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Conclusion
OMG DMN is a serious step forward
to standardized and interchangeable
representations of business decision
logic
Core DMN concepts allow business
people to represent, test, and manage
their decision models without
programming
Custom Decision Models is a natural
replacement of DSL APIs © 2017 OpenRules, Inc. 86
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QnA
Jacob Feldman, PhD
OpenRules, Inc.
www.OpenRules.com
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Available at Amazon.com