software The whiteboard SOA BRMS Intro to ILOG

software The whiteboard SOA 환경 내 BRMS 가치 Intro to ILOG Some FAQ Intro to BRMS and SOA Creating A rule BRMS Integration BPM Example Modifying A DT ss IT Busine nt e Alignm Querying Rules 2 Reusability Defining TDS IT and Business

software Intro to ILOG SOA 기반 BRMS 구축방안 - About ILOG

software ILOG JRules Positioning 리서치기관 발표 내역 ¡Gartner, IDC, Forrester – BRE 선두 제품으로 ILOG JRules 선정 ¡전 세계 점유율 1위 (IDC 2008. 1 Q, 22. 9% Revenue 기준) Business Rules Platforms For Java Developers Business Rules Platforms For IT The Forrester Wave™: Business Rules Platforms, by John R. Rymer 4

software BRMS 소개 SOA 기반 BRMS 구축방안 - Business Rules Management System

software Business Decisions are Everywhere… 새로운 규정 적용에 대한 인 준을 빠르고 쉽게 추가할 수 있어야 한다. 최상의 고객을 위한 특별 한 Promotion을 쉽게 생 성할 수 있어야 한다. Commissions / Royalties Underwriting Tax calculation Up-sell/Cross-sell offer Compliance Screening Documentation Requirements Fraud assessment Billing Accounting Disposition Configuration Eligibility Pricing Product Selection 다양한 요구와 오더에 대하 여 자동적으로 정확하게 승 인할 수 있어야 한다. Benefit calculation 빈번한 변화가 있는 Application 7

software Examples of Decisions Suitable for BRMS Solution 은행 보험 - 개인, 기업 대출 시스템 - Claims Processing - 상품 팩토리 시스템 - Underwriting - 자금세탁방지 시스템 - 상품 팩토리 시스템 - 해외점포관리 시스템 - 감사 시스템 - 멀티채널 통합시스템 - Commission System - 원가 및 수익성 관리 - 보험설계, 연금설계, - 모기지 / Billing 상품 추천 - 사기방지 시스템 - Campaign management - 자금세탁방지시스템 Management - Asset Management - Automated trading - Trade Order Management - Compliance (AML, SEC, Basel Ⅱ, SOX) - On Boarding - BaselⅡCompliance - Account Policy 증권 및 투자 - 보험사기방지시스템 - Billing/E-Insurance - Compliance (HIPAA, Privacy Act ) 10 - Account Policy Management System - 성과급관리 시스템

software What business rules are 정확 성 g rin ss a sh ce a t ro Da th p Wi s es sin Bu 접근성 s r use Decision tables 현업 담 는 한 당자들 이사 글문 용하 장 date p u Fast race Audit / t Business Logic 관리 No B ottle neck 성능 Sim ula Re-use tio n Better ns o Decisi Faster 11 공유성 Rep osit o ry

software ILOG BRMS architecture Business Analyst Rule Repository Rule Studio Rule Team Server Business rule maintenance Decisioning process design Business side Rule Scenario Manager Business Application Developer Policy Manager Rule Engine & Rule Execution Server 14 Technical side Admin console of the Rule Execution Server Administrator

software ILOG BRMS System z Options JRules BRMS User Tools OPTION 1: JRules using Rules for COBOL IDENTIFICATION DIVISION. PROGRAM-ID. BLANK-SCREEN. ENVIRONMENT DIVISION. CONFIGURATION SECTION. SOURCE-COMPUTER. INTEL. OBJECT-COMPUTER. INTEL. DATA DIVISION. WORKING-STORAGE SECTION. 77 HIT PIC X. 77 OPEN-STOCK PIC 9(7) VALUE ZEROES. 77 BILLS-REC PIC 9(7) VALUE ZEROES. 77 MACHINERY PIC 9(7) VALUE ZEROES. 77 FURNITURE PIC 9(7) VALUE ZEROES. IDENTIFICATION DIVISION. 77 BUILDING PIC 9(7) VALUE ZEROES. PROGRAM-ID. BLANK-SCREEN. 77 DEBTORS PIC 9(7) VALUE ZEROES. ENVIRONMENT DIVISION. 77 CASH-IN-OFFICE PIC 9(7) VALUE ZEROES. CONFIGURATION SECTION. 77 CASH-AT-BANK PIC 9(7) VALUE ZEROES. SOURCE-COMPUTER. INTEL. 77 77 77 OBJECT-COMPUTER. INTEL. DATA DIVISION. WORKING-STORAGE SECTION. 77 HIT PIC X. 77 OPEN-STOCK PIC 9(7) VALUE ZEROES. 77 BILLS-REC PIC 9(7) VALUE ZEROES. 77 MACHINERY PIC 9(7) VALUE ZEROES. 77 FURNITURE PIC 9(7) VALUE ZEROES. 77 BUILDING PIC 9(7) VALUE ZEROES. 77 DEBTORS PIC 9(7) VALUE ZEROES. 77 CASH-IN-OFFICE PIC 9(7) VALUE ZEROES. IDENTIFICATION DIVISION. 77 CASH-AT-BANK PIC 9(7) VALUE ZEROES. PROGRAM-ID. BLANK-SCREEN. ENVIRONMENT DIVISION. 77 77 77 CONFIGURATION SECTION. SOURCE-COMPUTER. INTEL. OBJECT-COMPUTER. INTEL. DATA DIVISION. WORKING-STORAGE SECTION. 77 HIT PIC X. 77 OPEN-STOCK PIC 9(7) VALUE ZEROES. 77 BILLS-REC PIC 9(7) VALUE ZEROES. 77 MACHINERY PIC 9(7) VALUE ZEROES. 77 FURNITURE PIC 9(7) VALUE ZEROES. 77 BUILDING PIC 9(7) VALUE ZEROES. 77 DEBTORS PIC 9(7) VALUE ZEROES. 77 CASH-IN-OFFICE PIC 9(7) VALUE ZEROES. 77 CASH-AT-BANK PIC 9(7) VALUE ZEROES. 77 77 77 Rules are Defined, Analyzed and Maintained Rule Repository Rules are generated as COBOL source for execution in IMS, CICS, batch OPTION 2: JRules using Rule Execution Server Rules are Stored and Shared Rules + Metadata System z z. OS And Linux on z 15 Rule Server Decision Services Rules are deployed, executed and monitored in J 2 EE services

software Full Business Rule Lifecycle Support Business Analyst Developer Model Analyze Monitor System Administrator Author Enterprise Rule Repository Validate. Policy Manager Test Execute Deploy Rule Administrator 16

software Some FAQ SOA 기반 BRMS 구축방안 - Some questions we frequently have during our events

software Introduction Pics: Walt Disney 18

software What are Business Rules ? ILOG BRMS 23

software Full Business Rule Lifecycle Support Business Analyst Developer Model Analyze Monitor System Administrator Author Enterprise Rule Repository Validate Policy Manager Test Execute Deploy Rule Administrator 25

software BPM with BRMS Validation Data Validation TDS Eligibility In Eligibility Out ILOG BRMS Pricing 27

software BRMS and SOA 기반 BRMS 구축방안 - Using a BRMS in your SOA

software Where to use TDS in an SOA ? Process driven SOA Services TDS Services Legacy modernisation LEGACY SYSTEM Data Funct. App. Funct. 30

software Legacy modernization Compute Payment WS Compute In ILOGPayement Business Rules Out TDS In Out Hard coded decision logic Legacy System Policy Manager Developer Loan Application Compute Loan ILOG BRMS Developer 32

software Legacy modernization Compute Payement WS Compute In ILOGPayement Business Rules Out TDS In Out Hard coded decision logic Legacy System Policy Manager Developer Loan Application Compute Loan ILOG BRMS Developer 33

software Process driven SOA § Motivation – Services Orchestration 지원 – 다양한 특성의 Application을 조합 – 서비스와 사용자간 의 End-to-End 프로세스 관리 § SOA 효과 – BPM / ESB Orchestration layer – 서비스 표준화, 프로세스들의 상호 사용가능 § With ILOG TDS – Process와 Decision Logic간의 분리 – Requiring Re-engineering 없이 최신의 프로세스 유지 – Business user는 Process Life-Cycle 관리에 보다 열중 34

software Process Driven SOA Validation Data Validation TDS Eligibility In Eligibility Out ILOG BRMS Pricing 35

software Creation Rule Studio in fin Re Rule Team Server g Re u Ad se ap / t BRMS supporting TDS life cycle Rule Team Server Developer Modeler Developer TDS Policy Manager Developer Rule Studio t en Rule Execution Server Deployment 36 st Rule Scenario Manager an d Rule Team Server em ag an M va Administrator Te ge an Policy Manager lid at io Ch n Rule Studio

software TDS take away The Transparent Decision Services (TDS) § 민첩성 – Business Analyst에 의한 모델링 – IT 담당자에 의한 시스템 관리 – Business User에 의한 유지보수 및 시스템 진화발전 – 새로운 Business Context 즉각 접목 § 투명성 TDS Developer BRMS – SI – Service Owner § Governance Business Rules – Decision Logic의 표현 Business user 37

software BRM Integ S ration SOA 기반 BRMS 구축방안 - Integrating a BRMS in your SOA

software SOA benefits § Web Service 환경 표준화 – WSDL(Web Services Definition Language) § Service 접근성 향상 – 서비스 등록 및 관리 § Composite Application 구축 – BPM for the orchestration 39

software IBM SOA foundation: IBM WPS Service Components SOA Core Business Processes Human Tasks Business State Machines Business Rules Interface Maps Selectors Business Object Maps Relationships Service Component Architecture Business Objects JRules Common Event Infrastructure Web. Sphere Application Server (J 2 EE Runtime) 41

software Integration with IBM WPS 42

software BPM Example SOA 기반 BRMS 구축방안 - Combining BPM and BRMS Example

software Example: Insurance Underwriting process TDS TDS Transparent Decision Services (의사결정 자동화): • Data 정합성 실행 • 자격 요건 분류 • 보험료 계산 44

software End-user experience 45

software Behind the scene TDS TDS Transparent Decision Services (의사결정 자동화): • Data 정합성 실행 • 자격 요건 분류 • 보험료 계산 46

software 47

software Final result 48

software But there are Exceptions 49

software Exception handling with BPMS + BRMS 50

software 51

software 52

software Empowering business users § 현업 담당자들은 자신이 책임지고 있는 분야의 정책에 대해여 완벽한 조정 및 관리하기 위해서 § ILOG BRMS 제공 기능 – Define business rules – Manage versioning – Test and validate rules – Run various scenarios – Share their own rules with the IT 55

software Business Rule Management Cycle 56

software Business Rule Management Life Cycle 57

software Business Rule Management Life Cycle 58

software Business Rule Management Life Cycle 59

software Involving business users Toward “Zero” Time to Market Full Circle BRMS 60

software BRMS Business Tools 61

software BRMS Business Tools 62

software BRMS Business Tools 63

software Business and IT alignment IT side Rule Studio Business side Rule Team Server 64

software Supporting agility 65

software Reu sabi li ty SOA 기반 BRMS 구축방안 - SOA는 Reactivity와 Service Reuse에 대하여 충분한 보장은 하나? - Transparent Decision Service 효과.

software Accessible to business users ILOG BRMS 70

software Clearly documented § Les business rules reports Business Rules Report 71

software Accurate execution reports § 모든 룰 실행 결과를 명확하게 표현하는 보고서 § 서로 다른 버전을 동시에 추적 관리 Example: Execution trace in the IBM CEI 72

software The all in one effect Documentation Trace ILOG Business Rules Règle Métier Execution 73

software Full life cycle BRMS supporting TDS Rule Studio in fin Re Rule Team Server g Re u Ad se ap / t Creation Rule Team Server Developer Modeler Developer TDS Policy Manager Developer Rule Studio t en Rule Execution Server Deployment 74 st Rule Scenario Manager an d Rule Team Server em ag an M va Administrator Te ge an Policy Manager lid at io Ch n Rule Studio

software Defi ning TDS SOA 기반 BRMS 구축방안 - Defining a decision service

software Decision Services VS BPM § 일반적이고 공통적인 실수는 BPM만 가지고도 의사결정 서비스를 할 수 있다는 것이다 : Evaluate Medical Requirement No Next Step Yes Request for a medical certificate State = CA? No Required Certificate? No Age > 40 ? Yes Request for a Medical Certificate Next Step Yes Age > 50 ? OR No ? BPM alone 78 IF The state of the residence of the borrower is CA And The age of the borrower is greater than 40 THEN Require a Medical Certificate BPM + BRMS IF The age of the borrower is greater than 50 THEN Require a Medical Certificate

software Decision services VS hard code OR ? Hard coded decision logic ILOG Business Rules 79

software How to decide ? Business Tr an sp Decision Ownership ar en IL t d OG ec isi on se rv ice s IT Low rate Decision Volatility 80 High rate

software Some real life results Process Telecom Order Processing Insurance - Process before BRMS Process after BRMS Time Cycle to validate an order 3 days (manual) 30 seconds # orders validated manually 40, 000 orders/day 1200/day (3%) Invalid order entering system 35% of 40, 000 orders 3% Adapting to regulatory change 2 months training 2 days (rule change) Average time for quotes 2 weeks (manual) 6 minutes 4 months 1 day 9 months less than 3 months Underwriting Implement a policy change Launch a new product 81

software The BRMS Methodology ISIS: ILOG Solution Implementation Standard § RUP (Rational Unified Process) 기반 § ILOG Solution Implementation Standard (ISIS) 정의 분야 – Phases – Activities – Techniques – Guides – Deliverables BRMS 기반 서비스 및 Application 분석 및 개발 방법론 Gartner: “Real Competitive Advantage” 83

software BRM S Valu e SOA 기반 BRMS 구축방안 - Value of BRMS

software Value of BRMS on System z ILOG BRMS는 업무처리 규정 및 절차를 쉽고 직관적으로 접근하고, 이해하며, 변경 및 관리할 수 있어 수주 걸리던 업무적용 시간을 수일 또는 수 시간 또는 즉각적으로 적용할 수 있는 시스템 환경을 제공한다. Agility Use BRMS to define and manage Automated Decisions Reuse BRMS 86 Use BRMS to create Decision Services as part of a System z SOA Strategy

software Any question ?