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The Business Rules Platform
 and Enterprise Integration



                        Daniel Selman
                       dselman@ilog.fr


   ILOG, Inc.
     Internal ILOG Document         1
Who Are You?


     • Product Manager, ILOG Business Rules
             • Enterprise Integration in general
             • Rule engine requirements
             • J2EE requirements
             • IBM zSeries requirements
     • JSR-94 Specification Lead
     • BEA WebLogic Portal Architect
             • Lead rule engine team for web personalization
               technology
2004-04-19                         ILOG Document               2
Agenda


      •      Enterprise scale challenges
      •      Integration (BPM)
      •      Enterprise BRMS
      •      Integration Requirements
             • Subject Matter Experts
             • Software Engineering Practices
             • Operations Support
             • Data Stores
      • Conclusions
2004-04-19                       ILOG Document   3
Enterprise Challenges


     •   Integrating multiple systems
     •   Dealing with scale
     •   Vendor relationships
     •   Change management
     •   Mission critical systems
     •   (Many) people and processes (incl. security)
     •   Geography, culture, language
     •   Hot-backup, Cold-backup
     •   Staging, production process
     •   Politics!
2004-04-19                  ILOG Document               4
Moving Beyond Quick Wins...


     • Deep enterprise integration
     • Providing a strong platform for customers
       and vendors to leverage
     • Parse and JIT 100,000 rules...
     • Evaluate 40,000 rules in 20 ms
     • Execute millions of rules per-day
     • “Bet my business technology...”
     • Professional services, support, maintenance


2004-04-19               ILOG Document               5
Enterprise Architecture


     • Rule engines are becoming an important
       component of enterprise architecture:
             • Structural Logic => OR/ER models, source code
             • Fixed Business Logic => BPM, work flow
             • Variable Business Logic => Business Rules




2004-04-19                       ILOG Document                 6
Moving to Mainstream


     • “He who owns the compiler wins...”
     • Have to ease adoption of BR technology for IT
     • System Administrators are key
     • Have to understand enterprise challenges
       and culture
     • Cannot impose solutions – have to be flexible
       yet complete
     • Have to integrate


2004-04-19               ILOG Document                 7
Microsoft BizTalk




2004-04-19          ILOG Document   8
BizTalk – Business Process




2004-04-19        ILOG Document   9
BizTalk - Rule Engine




2004-04-19         ILOG Document   10
BizTalk – Rule Editing




2004-04-19          ILOG Document   11
IBM WBI – Business Process




2004-04-19        ILOG Document   12
BEA WebLogic Workshop




                      Demo

             ILOG JRules and BEA WLI



2004-04-19            ILOG Document    13
Enterprise BRMS


      Application Development                                                  Business Rule Management



                                   Testing
Developer                                                                                     Authoring
     Business Analyst
                    Development              Deployment                        Testing
                                                                                                          Policy Manager


                        Analysis                                                         Deployment
                                      Requirements


                                                     Business Rule Execution




                                                             Sys Admin




  2004-04-19                                                ILOG Document                                                  14
Enterprise BRMS


     • Enterprise BRMS supports:
             • All participants in the BRM life cycle
             • Large projects with large development teams
             • Rule maintenance by large, distributed policy
               management teams
             • Rule sharing across multiple applications,
               multiple platforms
             • Enterprise-class integration methods


2004-04-19                         ILOG Document               15
Integration Requirements


     • People
             • Engineers, Subject Matter Experts, Policy
               Managers...
     • Tools
             • IDE, BPM tools, monitoring, authoring, reporting...
     • Processes
             • Configurations, staging, deployment, testing,
               requirements, auditing, security, availability...
     • Data
             • RDBMS, CRM, CICS, IMS, Tuxedo, XML...
2004-04-19                         ILOG Document                     16
Subject Matter Experts


     •   Are not developers...!
     •   Policy Managers
     •   Easy to use (business) interface
     •   Appropriate language and complexity
     •   Collaboration features
     •   Flexibility in organization
     •   Access control
     •   Work flow and approval cycles


2004-04-19                ILOG Document        17
Engineering


     • Processes: RUP, XP, Waterfall etcetera
     • Integrated Development Environment
     • System is composed of code and
       configuration
     • Powerful version management: branches,
       workspaces, differences and merging
     • Debugging
     • Profiling
     • Deployment

2004-04-19              ILOG Document           18
BR Studio Developer Edition




                      Demo

             ILOG Business Rule Studio
                Developer Edition


2004-04-19            ILOG Document      19
Operations Support



                           • High-availability
                           • Capacity planning
                           • Monitoring and management
                           • Alerts
                           • Standard protocols: SNMP, JMX
                               etcetera
                           • Standard tools: HP OpenView,
                               IBM Tivoli etcetera




2004-04-19           ILOG Document                          20
Integration Requirements


     • Data Stores
             • Rule engine must process external data
             • Where is it coming from?
                • Typically RDBMS tables or XML files
                • Often legacy data stores
                • Sometimes ERP or CRM systems
                • Sometimes W eb Services

             • Usually results are written to a persistent store
                • Transactional application
                • Auditing and logging

2004-04-19                               ILOG Document             21
Conclusions


     • 2004 is an exciting time for business rules!
     • This is a hard problem: due to integration
       issues not (just) technology or algorithms.
     • We must do a better job at communicating
       how business rules integrate with traditional
       programming skills and roles.


                   See you at JavaOne 2004!


2004-04-19                ILOG Document                22
References


     •   Rule Engines and J2EE: A Platform for Flexible Enterprise Applications:
             • http://servlet.java.sun.com/javaone/sf2003/conf/sessions/display-1412.en.jsp

     •   Microsoft BizTalk:
             • http://www.microsoft.com/biztalk/

     •   IBM Business Performance Management:
             • http://www-306.ibm.com/software/info/topic/perform/

     •   ILOG Business Rules Products
             • http://www.ilog.com/products/businessrules/




2004-04-19                                  ILOG Document                                     23
Questions and Discussion




                   ?
2004-04-19        ILOG Document   24

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European Business Rules Conference 2004: The Business Rules Platform and Enterprise Integration

  • 1. The Business Rules Platform and Enterprise Integration Daniel Selman dselman@ilog.fr ILOG, Inc. Internal ILOG Document 1
  • 2. Who Are You? • Product Manager, ILOG Business Rules • Enterprise Integration in general • Rule engine requirements • J2EE requirements • IBM zSeries requirements • JSR-94 Specification Lead • BEA WebLogic Portal Architect • Lead rule engine team for web personalization technology 2004-04-19 ILOG Document 2
  • 3. Agenda • Enterprise scale challenges • Integration (BPM) • Enterprise BRMS • Integration Requirements • Subject Matter Experts • Software Engineering Practices • Operations Support • Data Stores • Conclusions 2004-04-19 ILOG Document 3
  • 4. Enterprise Challenges • Integrating multiple systems • Dealing with scale • Vendor relationships • Change management • Mission critical systems • (Many) people and processes (incl. security) • Geography, culture, language • Hot-backup, Cold-backup • Staging, production process • Politics! 2004-04-19 ILOG Document 4
  • 5. Moving Beyond Quick Wins... • Deep enterprise integration • Providing a strong platform for customers and vendors to leverage • Parse and JIT 100,000 rules... • Evaluate 40,000 rules in 20 ms • Execute millions of rules per-day • “Bet my business technology...” • Professional services, support, maintenance 2004-04-19 ILOG Document 5
  • 6. Enterprise Architecture • Rule engines are becoming an important component of enterprise architecture: • Structural Logic => OR/ER models, source code • Fixed Business Logic => BPM, work flow • Variable Business Logic => Business Rules 2004-04-19 ILOG Document 6
  • 7. Moving to Mainstream • “He who owns the compiler wins...” • Have to ease adoption of BR technology for IT • System Administrators are key • Have to understand enterprise challenges and culture • Cannot impose solutions – have to be flexible yet complete • Have to integrate 2004-04-19 ILOG Document 7
  • 9. BizTalk – Business Process 2004-04-19 ILOG Document 9
  • 10. BizTalk - Rule Engine 2004-04-19 ILOG Document 10
  • 11. BizTalk – Rule Editing 2004-04-19 ILOG Document 11
  • 12. IBM WBI – Business Process 2004-04-19 ILOG Document 12
  • 13. BEA WebLogic Workshop Demo ILOG JRules and BEA WLI 2004-04-19 ILOG Document 13
  • 14. Enterprise BRMS Application Development Business Rule Management Testing Developer Authoring Business Analyst Development Deployment Testing Policy Manager Analysis Deployment Requirements Business Rule Execution Sys Admin 2004-04-19 ILOG Document 14
  • 15. Enterprise BRMS • Enterprise BRMS supports: • All participants in the BRM life cycle • Large projects with large development teams • Rule maintenance by large, distributed policy management teams • Rule sharing across multiple applications, multiple platforms • Enterprise-class integration methods 2004-04-19 ILOG Document 15
  • 16. Integration Requirements • People • Engineers, Subject Matter Experts, Policy Managers... • Tools • IDE, BPM tools, monitoring, authoring, reporting... • Processes • Configurations, staging, deployment, testing, requirements, auditing, security, availability... • Data • RDBMS, CRM, CICS, IMS, Tuxedo, XML... 2004-04-19 ILOG Document 16
  • 17. Subject Matter Experts • Are not developers...! • Policy Managers • Easy to use (business) interface • Appropriate language and complexity • Collaboration features • Flexibility in organization • Access control • Work flow and approval cycles 2004-04-19 ILOG Document 17
  • 18. Engineering • Processes: RUP, XP, Waterfall etcetera • Integrated Development Environment • System is composed of code and configuration • Powerful version management: branches, workspaces, differences and merging • Debugging • Profiling • Deployment 2004-04-19 ILOG Document 18
  • 19. BR Studio Developer Edition Demo ILOG Business Rule Studio Developer Edition 2004-04-19 ILOG Document 19
  • 20. Operations Support • High-availability • Capacity planning • Monitoring and management • Alerts • Standard protocols: SNMP, JMX etcetera • Standard tools: HP OpenView, IBM Tivoli etcetera 2004-04-19 ILOG Document 20
  • 21. Integration Requirements • Data Stores • Rule engine must process external data • Where is it coming from? • Typically RDBMS tables or XML files • Often legacy data stores • Sometimes ERP or CRM systems • Sometimes W eb Services • Usually results are written to a persistent store • Transactional application • Auditing and logging 2004-04-19 ILOG Document 21
  • 22. Conclusions • 2004 is an exciting time for business rules! • This is a hard problem: due to integration issues not (just) technology or algorithms. • We must do a better job at communicating how business rules integrate with traditional programming skills and roles. See you at JavaOne 2004! 2004-04-19 ILOG Document 22
  • 23. References • Rule Engines and J2EE: A Platform for Flexible Enterprise Applications: • http://servlet.java.sun.com/javaone/sf2003/conf/sessions/display-1412.en.jsp • Microsoft BizTalk: • http://www.microsoft.com/biztalk/ • IBM Business Performance Management: • http://www-306.ibm.com/software/info/topic/perform/ • ILOG Business Rules Products • http://www.ilog.com/products/businessrules/ 2004-04-19 ILOG Document 23
  • 24. Questions and Discussion ? 2004-04-19 ILOG Document 24