BPR Implementation Project

BRF+ Overview
Business Rule Framework Plus

Agenda
1. About Business Rules
2. BRFPlus Overview
3. Some Concept Details
4. BRF+ Workbench
5. Example -RBA Rule set :Risk Score Calculation and
Control Recommendation
6. Technical Components

Slide 2

Business Rules...
Business rules or business rule sets describe the operations,

definitions and constraints that apply to an organization in

achieving its goals. (Wikipedia)

Business rules represent the policies, guidelines that drive operational business decisions
Business rules are owned by Business, not by IT
Validation Rules

Claim Validation, Loan Application Validation

Rate Calculation Rules

Computation of Taxes, Interest Rates, Sales Commissions, Premiums, Bonuses, Duties

Decision Rules

Is Applicant Eligible for a Loan Product

Can this good be cleared by Customs?

Recommendation Rules

Marketing Promotions, Medical Recommendations, Online Product Chooser

Personalization Rules

Website Personalization, Product Personalization , Relationship Personalization

Internationalization and Localization

Rules

International Products e.g. Maintaining similar Insurance products across countries

Cross border Custom Duties

Exceptions and Special Rules

Exceptions, Special Accounts , Special Arrangements, etc.

Optimization and Configuration Rules

Product Configuration, Deal Configuration

Business Rules are expressed in

text rules (if then else )
decision tables/trees / formulas

Slide 3

Enforcing Business Rules

Conventional
Methods
Automated Enforcement
Rules inside Databases

No/Semi Automation
Rules as Tacit Knowledge

Business
Expert

Business
User
Business
Analyst (BA)
Rules in Code

Rules In Documents

Slide 4
Page 4

Typical Customer Challenges

Zero visibility into business decisions

Critical business rules are locked in code or databases
Business has no visibility into how systems take decisions
Change resistant IT systems
Business rules can be very volatile
Hardwired business rules make change difficult for IT
Unacceptably long testing and change cycle times
High costs of correction and rework
Inefficient and Costly Human Experts
Need to maintain a pool of trained experts
Continuous training and hiring costs
Very complex rules and error prone & time consuming human decision making
Scattered knowledge
Business rules not centrally managed
Scattered across code, manuals and as tacit knowledge
Inadequate, ambiguous and inconsistent business rules across the Enterprise
High risk of compliance violation

Page

Slide 5

BRF+ Overview
BRF+
Decision Table
Amount

Transaction

0$..100$

CheckType

CustomerGroup

None

> 100$

Internal

None

> 100$

External

4-Eye

OpenItems
< 1000$

(Quantity * 1.19) + ServCharge

B,C

Formula

Decision Tree

OpenItems

+/-

>= 1000$

front-end

Tools

Workbench
Object Catalogs
Excel Export/Import
Trace and
Simulation

Transport
Versioning and
Historization
Code Generation
Extensibility
DDIC Binding
Unit/Currency
conversion

Rules Processor
Rules Repository
Master Data

Customizing
Data

System
Data

back-end
Slide 6

Decision Table

Slide 7

Decision Table : Real Time Example

Slide 8

Decision Table : Changing Rule /Logic

Slide 9

Decision Table : Exporting Data to Excel

Slide 10

Decision Table : Importing Data from Excel

Limitations

Slide 11

Formula

The formula can access

any facts in the context to
calculate a result. Since all
expressions defined in the
BRFplus may use other
expressions as an input it is
also possible to nest
formula expressions with
other expressions, e.g. to
determine the correct input
for the formula.

Slide 12

Simple Ruleset

Supports If-Then-Else
rules but also decision
tables or other rule
types.

Slide 13

Technical Components

Slide 14

Rule Creation Process in BRF+

Slide 15

Mode of Operation

Slide 16

BRF+ Workbench Function

Slide 17

Calling Functions from Backend Applications

Slide 18

Data Flow
Data flow during processing

Result

Context
Performance
Rating Role
Monthly
Salary

Payment
Stock
Options
Function
Decision
Table

Slide 19

UI Demo: Simulation and Trace

Context

Result

Trace

Function
Decision
Table

Log Data

Slide 20

Processing Rules in the

Simulation tool

Slide 21

Demo ExampleBRFPlus Ruleset for RBA Risk

Score Calculation and Controls
(Risk Based) Recommendation

Slide 22

Business Logic RBA Risk Score Calculation and Controls

(Risk Based) Recommendation
Micros oft Office
Excel Macro-Enabled Wor

RBA_BPRI-FS-FRM 05-0.08

Slide 23

Information Required for

Rulesets Creation

Slide 24

Business Rule Specification

Template
Micros oft Office
Excel 97-2003 Works heet

Ruleset Sketch Template

Micros oft Office

Excel Works heet

Business Rule Specification Template

Slide 25

Questions !