The IDIOM Way the closed loop around the domain expert reduces errors, improves timing & quality

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1 Build a 'busiess policy life cycle' for greatly improved busiess agility, faster product cycle times, maximum data itegrity ad trasparecy, ad more assured trasactio outcomes. At the same time reduce developmet costs, risk, ad time. Your busiess must respod to every sigle evet with correct, cosistet ad timely decisio makig to esure that you always achieve the best outcome. This decisio makig is usually prescribed by a set of policies viz.: your busiess strategies, product defiitios, prospectuses, ad other iteral policy statemets; cotracts ad agreemets with other parties; the regulatios, best practices, ad statutes that gover your idustry. How do you make sure the policies that defie your busiess ad which drive your decisio-makig are beig correctly ad cosistetly applied withi your busiess systems? How ca you esure that ew ad chaged policies are quickly ad correctly updated i your systems whe the regulator, the market, or your orgaisatio requires that you respod differetly to evets? How ca you be sure that the data already i your systems reflects the policies that applied whe that data was created? has the tools, the approaches, ad the experiece to capture, test, ad automate busiess policy; ad to apply it retrospectively to esure that your busiess policies, automated decisio-makig, ad existig data are all fully aliged ad i agreemet. quickly ad easily automates all forms of busiess policy by modellig the decisio makig that the policy requires, ad the distributig the decisio models as discrete ad easily assimilated software compoets for use i systems of ay type or size. The Old Way high cost, log time, may opportuities for errors Each stage itroduces more cost, more errors, more time lost Domai Expert?? Busiess?? Systems?? Aalyst Aalyst Programmer Defies the policy i terms of processig istructios for your system Defies the policy i comfortable busiess Eglish Defies the policy i strict logical form Defies the policy i terms of systems, databases & programs Each traslatio itroduces aother roud of obfuscatio No traslatio ca be tested for correctess, completeess or cosistecy Eterprise System The Way the closed loop aroud the domai expert reduces errors, improves timig & quality Defies the policy i comfortable busiess Eglish Domai Expert Expert sees ad cofirms the Eglish descriptio of the policy models geerated directly by Origial commuicatio is casual eve verbal Busiess Aalyst is used to defie the policy as rigorous, auditable ad executable decisio models that ca be prove to be correct, complete ad cosistet. Eterprise System The cofirmed policy logic is deployed directly to all platforms Figure 1. s New Way Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 1

2 Leadership i the art ad practice of policy aalysis ad decisio desig Prove best practice decisio desig for may domais isurace uderwritig ad claims, fuds maagemet, loa origiatio, health reveue ad cost maagemet, cliical pathways, logistics, utilities, cetral, state ad local govermet Architecture ad desig of decisio cetric systems ad solutios for ay domai Agile methodology experts for extremely rapid fabricatio ad delivery of light-weight, purpose specific solutios, particularly where automatio of busiess policy is required Strog techical ad developmet skills across both Ope Source (Java) ad Microsoft developmet platforms Web2.0 ad mobile applicatio desig ad delivery is the author of idustrial stregth software tools that are used by hudreds of customers aroud the globe s products geerate critical decisio makig compoets for large-scale, missio critical applicatios across may domais worldwide projects desiged, developed ad delivered to customer order Multiple isurers uderwritig, ratig, ad claims Hospital fudig/billig hudreds of hospitals, state govermets ad other health agecies Cliical pathways Govermet ad iteratioal customers Fuds maagemet ad superauatio period ed ad audit processig for multiple Australia fud maagers Loyalty program award wiig airlie Costig aalysis regioal rail operator Real-time data validatio Europea stock exchage data distributor Local govermet compliace, etitlemet, ad reveue applicatios Couterparty data vedor Kow your cliet validatio rules Tourism services iteret direct to cosumer applicatios Author ad exclusive ower of the products: Decisio Maager, Forms, Decisio Maager Workbech, Documet Geerator Earliest to differetiate decisio as a first class systems developmet cocept, ad to develop ew aalysis ad developmet approaches based o this Origiator of decisio modellig as the optimal implemetatio approach for automatig busiess policy has harvested the beefits of dozes of early adopter customer projects to develop, test, ad refie decisio cetric developmet across may domais A global leader i developmet of the decisioig cocept, with recet feature articles published i the Busiess Rules Joural ad Moder Aalyst Pioeered the fusio of decisio cetric developmet with agile methodologies to derive outstadig busiess agility with eve lower cost, risk, ad time to develop Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 2

3 Use to elimiate a major risk i your productio eviromet the spreadsheet Ay activity that requires a staff member to apply a set of rules always has a risk of error build a applicatio to cosistetly apply those rules Build itelliget applicatios that guide staff ad cliets through complex workflows, applyig validatios, product rules ad calculatios as they go Pursue a path of rapid busiess improvemet by givig the power of system chage to busiess uits Free yourself from costraits ad reduce your IT costs by takig complex calculatios ad decisios out of your core eterprise system The performace of your busiess is directly impacted by the ability of your systems to automate decisio makig. Itelliget Web 2.0 Applicatios Iteret based, 24/7 systems eed to be fast ad accurate, ad they must seamlessly iclude real-time validatio, calculatio, ad decisio makig capabilities if they are to add real busiess value. gives them this capability. s ability to build complex decisio models ad associated web forms i a drag + drop GUI desig tool, ad to the test, geerate ad deploy these as computer code, provides the ideal eviromet for the developmet of such applicatios. eables busiess uits to respod to ew busiess demads ad quickly defie ad build o-lie decisio cetric applicatios, dramatically speedig up the busiess respose time to deploy ew policy based applicatios, with equally dramatic reductios i cost ad risk. To picture the time ad cost savigs simply evisage the time it takes to defie busiess policies i the detail required to program them. Usig old developmet methodologies this is 30-35% of the total work effort with, you are already doe! Excel is a powerful, easy to use modellig tool that is used extesively across may busiess eviromets. The developmet ad admiistratio of missio critical calculatios is ot a appropriate use of spreadsheet techology. Itelliget web based applicatios as described above ca be used to elimiate the substatial busiess ad compliace risks associated with the use of spreadsheets i productio eviromets. Decisio Maager is a tool to graphically model, test, ad deploy busiess decisios without programmig! A tool for the policy maker, ot the programmer. automates complex policy based decisio-makig at the eterprise level, deployable as idustrial stregth stad-aloe compoets. I day-to-day practice it is usually used by traied aalysts workig iteractively with SMEs. Together they model the busiess/policy domai i terms of both data ad decisios (see Fig.2) before movig o to defie the uderlyig logic that bids them together (see Fig.3). Deploymet as software compoets is fully automated ad without figerprits. Key Poits of Differece decisio models do for policy based decisio makig what data models do for data provide a powerful abstractio that makes the uderlyig complexity visible ad maageable. The models allow iteral data trasformatios ad busiess rules to be itermigled withi a sigle trasactio. Busiess rules actig aloe are severely limited i their ability to fully implemet busiess policy ivariably, i-lie data trasformatios are ecessary to alig the data with the termiology used i policy statemets. Decisio models that icorporate both data ad rules behavior eable a further critical capability that is uique to Decisio Maager the models ca be fully tested usig real-world busiess cases directly i the builder palettes. No exteral techology or applicatio support is required to empirically prove the correctess, completeess, ad cosistecy of the models. The decisio models are coverted ito a form of logical Eglish ad/or XML for complete trasparecy (i additio to the C# or Java program source code that fully automates the models). The Decisio Maager is supported by the Decisio Tracker, which is a tool to map MS Word ad Excel documets to decisio models for full bi-directioal traceability betwee corporate policy defiitios i the Microsoft documets ad their actual implemetatio as geerated decisio egies. Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 3

4 The Decisio Model This example is a real model draw from a City Coucil implemetatio of policy that calculates fiacial cotributios to be paid by property developers. The policy is decomposed usig a mid mappig approach util we reach the atomic uits that we call decisios (rouded boxes) This decisio model is demostrably aliged ad itegrated with the adjacet data model (left had pael below) validatig ad stregtheig both. The atomic decisios provide a easy etry poit for specificatio of the uderlyig rule details via the Formulas (see ext). Figure 2. Decisio Maager decisio palette The Formula Palette The uderlyig rules details are easily captured usig a Lego like drag-ad-drop developmet approach that is more fu tha playig golf accordig to the CEO of oe of our largest customers there is o scriptig or codig required to build these formulas. The rules ca be tested immediately withi the Decisio Maager palettes. Whe fiished, Decisio Maager geerates computer source code (C# or Java) with a sigle butto click, to be published directly ito the Decisio Maager Workbech, ad/or to be called by ay applicatio at ru-time usig ay of a wide variety of simple iterfaces ad wrappers (i-lie, dll, web service, queue service, may more). Ad at the same time it geerates the model ito busiess readable documetatio (PDF). Figure 3. Decisio Maager formula palette Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 4

5 Decisio Maager Workbech is a user operable platform for ruig complex decisio models across eterprise databases o a large scale without the eed for IT ivolvemet. A platform for those who develop, implemet ad audit busiess policies: auditors, actuaries, product maagers, strategy ad policy maagers. A audit tool for idetifyig, reportig, trackig ad remediatig aomalies, errors, ad issues i ay database, or performig due diligece i mergers ad acquisitios. A simulatio tool for comparig the performace of curret ad 'to be' versios of automated policies, ad for modifyig trasactio data to simulate alterate scearios. A testig tool to defie, capture ad apply system wide tests before, durig, ad after systems developmet. A Validate/Trasform/Load tool to migrate data betwee systems ad versios. A batch processig tool for period ed updates of ay size or scale. Figure 4. Data Maagemet Solutio Overview Decisio Maager Workbech Target System Aalyst Decisio Models Decisio Maager DMW Database Data Maagemet Team Queries / Excel / Reports Rutime (Widows Service) Cause Aalysis ad Remediatio New / Chaged Operatioal Policies Target System Database (ay system, ay database) Validatio, Audit ad Policy Simulatio Requests Auditor, Data Expert Actuary, Policy Expert Executive Goverace Committee Examples of use Isurer: Compare the curret uderwritig policy with a proposed uderwritig policy across a recet portfolio of 100,000 isurace policies to determie potetial chages i the rate of referral ad its attedat costs. Superauatio Fud Admiistrator: Ru 100 s of distict audit tests across 1 millio member accouts o a daily basis to idepedetly verify the itegrity of the productio system (both the applicatio ad its data). Full moth ed update fees, isuraces, member adjustmets City Coucil: Compare this year s ratig policy with ext year s proposed ratig policy for each property i a city of more tha 500,000 ratepayers to idetify outlier chages i the rates actually charged. Isurer: Dyamically modify key attributes of real trasactios to simulate chages i the make up of the i-boud busiess, ad assess the impact of these chages across a etire portfolio. Utilities Reveue Auditor: Assess curret ad historical power cosumptio for each of 100,000 regioal cosumers to idetify uusual power cosumptio idicatig faulty meters or u-metered power cosumptio. Measured Performace: Daily pass of 1 millio superauatio fud accouts each comprisig of a joi of 20 complex member related tables (icludig oe table of oe billio fiacial trasactios). 10 s of Decisio Models implemetig hudreds of idividual member tests. Alerts captured ad reported daily for start of busiess. Ru daily i 30 miutes usig oe i7 class processor, with data draw from a IBM iseries. Forms is a user operable tool to automatically build Web 2.0 forms usig the same XML data structures that are used by the Decisio Maager, ad to embed the decisio models directly ito the Forms browser experiece. Forms is a tool to: Auto geerate ad deploy large, complex Web 2.0 web-forms examples with thousads of data fields, dozes of tabs ow i productio use Embed the full extet of busiess logic eeded to guide the user through complex trasactios icludig etitlemets, olie sales, itelliget questioaires ad data collectio, etc Provide a dyamic, reflexive experiece by usig additioal decisios to directly cotrol the form s look ad feel i real-time as the user eters data, item by item Case Maagemet: use a sigle form to cotrol the etire life cycle of complex, log lived busiess etities like isurace policies ad claims, lifetime cliical pathways, busiess cotracts ad relatioships, etc Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 5

6 Documet Geerator is a eterprise scale solutio for geeratig busiess documets that are fully customizable usig the Decisio Maager. Documet Geerator is completely rules drive for absolute busiess agility, while esurig full compliace with your busiess policy ad brad messagig: Rules are used to select ad place pre-authored MS Word text, images, ad/or dyamically geerated text ad images; Rules ca be used to maufacture ad isert etirely ew text for each trasactio; Ad each ad every variable is calculated, trasformed, ad iserted ito each documet exactly as required for each trasactio. Setup five easy steps 1.Select or create documet templates. 2.Prepare optioal cotet (icludig Word text, Word tables, ad images). 3.Build your rules. 4.Test your documet. 5.The a sigle mouse-click to publish to the Documet Geerator rutime. Execute oe step! Provide trasactio data i XML format; get completed documets back immediately. Text Authors Documet Geerator Builder CREATE TEXT with MS Word Text ad images are stadard files PUBLISH START existig process supplies XML trasactio data Documet Geerator Rutime Creates oe or more complete, ew Word documets Documet Desiger Word documet Used as a template which provides documet properties, desig ad stylig NEW DOCUMENTS retured immediately BUILD RULES to cotrol the documet geeratio process Geerate variable text Cotrol iclusio of selected Word ad image files Create substitutio variables Established i 2001, Limited is a private compay based i Aucklad, New Zealad. develops ad liceses decisio-makig software that automates busiess policy o a large scale, makig systems more trasparet ad agile, while reducig developmet cost, risk, ad time. s iovative busiess orieted software is used by busiess users to graphically defie, documet, ad verify corporate decisio-makig ad related busiess rules; it the auto-geerates these ito small footprit, o-itrusive software compoets for use i systems of ay type or scale. is a pioeer i the developmet ad use of decisio orieted cocepts, ad has applied these cocepts to develop ad automate busiess policy for customers aroud the world i local/state/cetral govermet, isurace/superauatio/fiace, health admi/cliical health, telecoms, logistics, ad utilities. automated busiess policy ad decisio makig exteds far beyod mere busiess rules, so that larger ad more complex decisio makig ca be fully delegated to busiess experts. eabled developmet ad maagemet of policy based decisio makig by policy owers creates a propitious busiess policy life-cycle that sigificatly improves busiess agility ad trasparecy. develops ad liceses: Decisio Maager, Forms, Documet Builder ad Decisio Maager Workbech. Cotact details: Mark Norto , mark.orto@idiomsoftware.com Geeral equiries please call , idiomsales@idiomsoftware.com For more iformatio please see our website at idiomsoftware.com 2013 LTD. ALL RIGHTS RESERVED Policy Automatio & Decisio Maagemet Solutios 10/2013 Limited 6