ODM and Rules - Semantic Enabled Complex Event Processing

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1 ODM and Rules - Semantic Enabled Complex Event Processing Paul Vincent, Business Optimization Group, TIBCO Software 2009 TIBCO Software Inc., Sandpiper. Software Inc. All Rights Reserved.

2 Presenter Paul Vincent CTO, Business Rules and Complex Event Processing Contributor to standards (OMG PRR Co-Chair, W3C RIF) Contributor to Event Processing research EPTS Reference Architecture Working Group co-chair EPTS Metamodelling Working Group co-chair Co-author TIBCO Software Largest independent software integration company 3,000 customers in 40 countries using SOA, BPM and Business Optimization Complex Event Processing one of the fast growing trends 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 2

3 Agenda 1. Complex Event Processing What is it and where does it fit in the IT and semantics worlds? 2. Semantic Processing and Real-time Event Processing How can semantics assist in real-world, real-time event processing? 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 3

4 Real-world Events Customer Logon Ordered Item Arrives in Store Base Rate Increase Rental Car Crashed New Liability Added Customer Checks Close Account Web Page Mobile Call from Rental Car Returned New Order Contract Submitted Contract Returned thru EDI 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 4

5 Where is the information? Customer Logon Ordered Item Arrives in Store Base Rate Increase Rental Car Crashed New Liability Added Customer Checks Close Account Web Page Mobile Call from Rental Car Returned New Order Contract Submitted Contract Returned thru EDI 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 5

6 Where is the information? Fraud Risk! Stock Capacity trending to limit Risk of Customer Defection Compliance Limit Approached Rental Contract Complete Customer CrossSell Opportunity Cell phone fraud alert Customer now rated Gold Change in Product Sales Trend Contract Validated Contract Valid 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 6

7 The Event Cloud What meaning can we derive from the increasing cloud of events? Can we infer important business events by correlating events automatically + earlier, regardless of source / type? HR events SLA events RFID events Supply chain events Delivery events Transport events 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 7

8 Complex Event Processing Sense and Respond Track and Trace Situation Awareness 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 8

9 What Does CEP Solve? Warnings precede threats Potential Business Value Business Event Resulting Complex Event Measured Root Cause / Correlation Corrective Decision Made CEP provides quicker response to complex events Action Taken Action time 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 9

10 Implementing Complex Event Processing Access and Monitor the Event Cloud Events Event and Data Structures Define complex events across events and existing data Information via JMS, RV, MQ, TCP/IP, etc States and Transitions Inference Rules Sets and Queries Event Processing Stored Events and Data Event Storage Continuously process events using procedural and declarative event processing elements 2009 TIBCO Software Inc., Sandpiper Software, Inc..

11 Sample IT Models used in CEP Event Model and Concept Model for static event and concept relationships Class Event State Model for dynamic, time-based concept lifecycles State Query Model for sets and windows of events and concepts Rule Model for patterns of events and concepts PRR Decision Model for managed decision tables 2009 TIBCO Software Inc., Sandpiper Software, Inc..

12 OMG MDA and Class/Object/Data Models Computation Independent Models (CIM) SBVR Semantics for Business Vocabularies and Rules OMG ODM Ontology Definition Metamodel W3C OWL Web Ontology Language Platform Independent Models (PIM) 2 Class Models Platform Specific Models (PSM) With platform-specific extensions SUN Java SQL MS.NET W3C WSDL W3C XML W3C RDF 2009 TIBCO Software Inc., Sandpiper Software, Inc..

13 OMG MDA and Rule Models OMG W3C Computation Independent Models (CIM) SBVR Semantics for Business Vocabularies and Rules OWL Web Ontology Language Platform Independent Models (PIM) Platform Specific Models (PSM) OCL Object Constraint Language PRR Production Rule Representation RIF Rule Interchange Format TIBCO Pega JESS DROOLS ILOG Blaze 2009 TIBCO Software Inc., Sandpiper Software, Inc..

14 MDA: OMG PRR objects Formal model for production rules Defined in Extends so production rules are 1 st class citizens alongside objects Vendor-neutral -friendly rule representation Rules specified via tools, not manually! 2 rule semantics (types): 1. Forward chaining inference rules (e.g. Rete-model) 2. Sequentially processed procedural rules (e.g. scripts) Import/export for rule modeling XMI between tools and BREs 2009 TIBCO Software Inc., Sandpiper Software, Inc..

15 PRR metamodel Ruleset = collection of Rule Rule is (for RuleVariables) if <Condition> then <Actions> CEP Complex Patterns 2009 TIBCO Software Inc., Sandpiper Software, Inc..

16 Agenda 1. Complex Event Processing What is it and where does it fit in the IT and semantics worlds? 2. Semantic Processing and Real-time Event Processing How can semantics assist in real-world, real-time event processing? 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 16

17 Assumptions (1) Most IT processing uses conventional, fixed IT models Knowledge mapped to structured object-oriented structures that run in JVM etc efficiently: changes require recompilation Moving to knowledge-based models (e.g. RDF data) for existing applications is too expensive (abstraction, runtime, performance) New IT management capabilities sometimes use RDF/OWL to support dynamic enterprise views & reduce application change time 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 17

18 Assumptions (2) Knowledge-based solutions may be most valuable when dealing with change / changeable entities / discovery or where flexibility is essential Business intelligence / discovery activities Complex cross-domain / cross-organizational information-based service delivery Software system development and maintenance 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 18

19 Assumptions (3) Mitigated today in conventional IT systems through techniques like Declarative production rules BPM Event driven architecture (type of SOA) 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 19

20 Assumptions (4) Semantics help in the software system person boundaries, to augment conventional approaches, increase scalability of rule sets, or where reuse potential is high 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 20

21 Definitions An ontology specifies a rich, updatable and verifiable description of the Terminology, concepts, nomenclature Properties explicitly defining concepts Relations among concepts (hierarchical and lattice) Rules to distinguish concepts, refining definitions and relations (constraints, restrictions, regular expressions) relevant to a particular domain or area of interest TIBCO Software Inc., Sandpiper Software, Inc..

22 Ontologies versus IT Models Formal Ontology ODM IT levels of ontology support Class State Event PRR Queries 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 22

23 Ontologies driving CEP (1) Formal Ontology Object and event, inheritance, containment, & reference OWL ODM Event Model and Concept Model for static event and concept relationships Knowledge of classification changes Knowledge of Class State Model over time constrained sets, State for dynamic, time-based concept lifecycles collection definitions; May change Event Knowledge of filtered behaviors across sets, including dynamic classifications Query Model over time for sets and windows of events and concepts Rule Model PRR for patterns of events and concepts Decision Model for managed decision tables 2009 TIBCO Software Inc., Sandpiper Software, Inc..

24 Ontologies driving CEP (2) Formal Ontology OWL ODM Event Event Model and Concept Model Class for static event and concept relationships Semantic processing of event information, leading to State Model State for dynamic, time-based concept lifecycles new event subtypes, new classifications, Query Model updated / new set for sets and windows of events definitions, and concepts updated / new production rules, Rule Model updated / new PRR for patterns of events decisions and concepts Decision Model for managed decision tables 2009 TIBCO Software Inc., Sandpiper Software, Inc..

25 Semantic CEP Architecture example Business Event Meta-Patterns KB Event Reclassification & Re-aggregation Semantic Agent Event Sources Trend Analysis & Machine Learning Trend KB Event Bus Event Bus Event History Update Logic CEP State Engine State Model Event Consumers Inference Rule Engine Rulebase Query Engine Queries 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 25

26 Example Semantic CEP roles Update object model and associated metadata (time to live, history depth, etc) Update rule parameters (new / revised classes and subclasses to look for, attribute ranges that are significant, etc) Update state model (transition rule values, wait times for missing events, new conditions, eliminate invalidated states, etc) 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 26

27 Example Semantic CEP Use Cases Call Center / CRM Operations to identify conflicting Client Advisories Intelligence Analysis supporting research operations Semantically enhanced Fraud Detection and Financial Regulation IP Content Publication & Management for Media <<ontologyclass>> procedure <<ontologyclass>> Algorithm Semantically-Enhanced Search / Re etrieval - Siderean, SchemaLogic, SDI Corpo oration Publish / Subscribe, Agent-Driven User Access Preference / Role-based Custom De elivery Document Mining & Extraction Service Reference Vocabulary Drives Extraction - UIMA-based services - Verity, Inxight, other commercial Policy KB Archive <<ontologyclass>> Congestion Control Algorithm <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> Binary Increase Congestion (BIC) High Speed TCP (HSTCP) TCP New Reno TCP Westwood Flow Control Algorithm Equal Cost Multipath Random Weighted Random <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> Explicit Congestion Notification TCP Hybla TCP Vegas <<ontologyclass>> TCP Westwood Plus <<ontologyclass>> <<ontologyclass>> Standard TCP Transactional TCP <<ontologyclass>> Forwarding Algorithm <<ontologyclass>> Load Balancing Algorithm <<ontologyclass>> <<ontologyclass>> Least Connection Scheduling Shortest Expected Delay Scheduling <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> Interface Round RobinRound Robin Weighted Round Robin Locality Based Least Connection Scheduling Weighted Least Connection Scheduling Differentiated Services <<ontologyclass>> Quality of Service (QoS) Algorithm <<ontologyclass>> <<ontologyclass>> <<ontologyclass>> Class Based Queueing Hierarchical Token Bucket Filtering Random Early Drop <<ontologyclass>> Token Bucket Filtering <<ontologyclass>> <<ontologyclass>> Priority Based Queueing Stochastic Fair Queueing Valid Reference Knowledge Base Domain Vocabulary (Ontology Components) Document Repository + Reference Data Schema & Index Document Content Mention / Cross-Reference Document Repository 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 27

28 Summary Complex Event Processing a new kid on the IT block using high-performance IT capabilities to provide a continuous event/data aggregation architecture Semantic Extensions new approaches to bridging the semantic / KR and conventional IT / model-driven worlds convergence with modern IT solutions like CEP 2009 TIBCO Software Inc., Sandpiper Software, Inc.. 28

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