How To Write A Rulebook In Anib Websphere Jrules

Transcription

1 Jerome Boyer Hafedh Mili Agile Business Rule Development Process, Architecture, and JRules Examples 4y Springer

2 Contents Part I Introduction 1 Introduction to Business Rules What Are Business Rules? Business Rules Are About the Business Business Rules Concern Both the Structure and the Behavior of the Business Motivations for the Business Rules Approach How Do Business Rule Applications Differ from Traditional Business Applications? Why Do We Need a New Methodology? Summary and Conclusions Further Reading 25 2 Business Rules in Practice Introduction : Engineering Applications Alarm Filtering and Correlation Train Cars Preventive Maintenance Financial Services '? Mortgage Underwriting Tax Reporting and Withholding Insurance Policy Underwriting Claim Processing Conclusion Further Reading 45

3 xx Contents Part II Methodology 3 Agile Business Rule Development Introduction Core Principles of the ABRD Methodology A Cycle Approach Cycle 1: Harvesting Cycle 2: Prototyping Cycle 3: Building Cycle 4: Integrating Cycle 5: Enhancing Eclipse Process Framework OpenUp ABRD Structure ABRDRoles ABRD Work Products Usage Scenario for ABRD Summary and Conclusions Further Reading 71 4 Rule Harvesting Introduction Rule Discovery Classification of Business Rules Discovery Activities Rule Discovery: Case Study Rule Analysis Analyze Rule Descriptions and Fact Models Transforming Rules Building Test Scenarios Verify Rules Against the Data Models Case Study: Rule Analysis Ill 4.6 Summary Further Reading ' Prototyping and Design Introduction Determine Rule Implementation Implementing Rules Within the Data Model Implementing Rules Within Application Code Implementing Rules in GUI Implementing Rules in Process Maps Implementing Rules in a Rule Engine 125

4 Contents xxi 5.3 Build Models Java Model XMLSchema Synchronize with the Data Models Building Structures for Rule Development and Execution Rule Project Structure Defining Rule Meta Data Orchestrating Rule Execution Prototyping Rules Purpose of Rule Prototyping Some Useful Rule Patterns Case Study Communicate Back to Business Summary Further Reading 143 Part III Foundations 6 Rule Engine Technology Introduction The History of Rule-Based Programming Rule Engines The Basics of Production Systems.../ The JRules Rule-Engine Engine Execution Algorithms The RETE Algorithm The Sequential Algorithm The Fastpath Algorithm Summary and Conclusions Further Reading Issues in Designing Business Rule Applications Introduction Design Dimensions for Rule Management Early Versus Late BRMS Tools Requirements for an Early BRMS Tool Conclusion Design Options for a Business Rule Application Standalone Applications Synchronous Client-Server Architecture Message-Oriented Architectures Service-Oriented Architectures Designing the Integration of Rules into Applications Rule Engine Deployment Options 196

5 xxii Contents Architecture of the Calling Application Additional Requirements Summary Reengineering Existing Applications to Externalize Business Rules Reengineering the Application Layer Reengineering the Business Layer Reengineering the Data Layer Summary and Discussion Further Reading IBM WebSphere ILOG JRules Introduction Business Rule Management System Main Components The Concept of Operations Rule Artifacts Rule Studio Designing the Rule Project Structure Designing the Business Rule Model 226, Designing the Business Object Model Orchestrate Rule Execution Ruleset Testing and Deployment Rule Team Server Rule Execution Server Rule Solutions for Office Summary Further Reading 242 Part IV Rule Authoring 9 Issues in Rule Authoring Introduction Rule Languages The Domain of Discourse: Business Object Models Flavors of Rule Authoring Languages Rule Coding Strategies and Patterns Coding Constraints and Guidelines Coding Computations and Inferences Coding Action Enablers Coding Risk-Assessment Rules Encoding Business Data Tables Organizing Rules During Development Rule Structures Design Drivers for an Effective Organization of Rules 271

6 Contents xxiii Best Practices Summary and Discussion Further Reading Rule Authoring Infrastructure in JRules Introduction Rule Projects The Structure of Rule Projects in Rule Studio Rule Project Dependencies Synchronizing Projects Between Rule Studio and Rule Team Server Managing Multiple Users The Business Object Model The Basics of the BOM Verbalization BOM to-xom Mapping Refactoring Enhancing the Rule Authoring Experience Best Practices Best Practices for Organizing Rule Projects Best Practices for the Design of the BOM Discussion Further Reading Rule Authoring in JRules.." Introduction Rule Artifacts IRL and Technical Rules BAL and Action Rules...: Decision Tables Decision Trees : ScoreCards The Business Rules Language Development Framework Rule Execution Orchestration Ruleset Parameters and Variables Rule Flows: Basics Rule Flows: Advanced Concepts Best Practices Best Practice 1: Design the Signature First Best Practice 2: Rulesets and Ruleflows Best Practice 3: My Kingdom for an Algorithm Best Practice 4: Do You Really Need a Custom Language? 384

7 xxiv "> Contents 11.5 Discussion : Further Reading 387 Part V Rule Deployment 12 Issues in Deploying Rules Introduction Integration and Deployment Considerations Transaction Support Scalability Data Access Ruleset Hot Deployment Decision Service Integration Service Implementation Messaging Deployment Service Component Architecture Embedding Rule Engines Using Low-Level Rule Engine API: JSR Ruleset Deployment Building the Ruleset Loading the Ruleset in Execution Server Summary Further Reading < Deploying with JRules Introduction Reminder on the Concepts of Operation Integration with JRules Engine Deploying with the Rule Engine API JSR94: JRules Specifics Monitoring and Tracing Rule Execution Resource Pooling Deploying with the Rule Execution Server Using RES Session API JMS Deployment SCA Component Monitoring and Decision Warehouse Transparent Decision Service Rule Team Server Physical Deployment Queries Summary Further Reading 444

8 Contents xxv Part VI Rule Testing 14 Issues with Rule Testing and Performance Introduction Rule Testing Unit Testing Component Testing Functional Testing Regression Testing Performance Testing Multiple Performance Dimensions Patterns of Data Materialization Accessing Data from Within the Rules Pattern Matching Performance Some Guidelines on Keywords Continuous Testing Semantic Consistency Checking Tracing and Logging Rule Applications Summary Further Reading Rule Testing with JRules Introduction ' Semantic Consistency Checking Semantic Queries Rule Coverage Rule Testing UnitTest Decision Validation Service DVS Customization Performance Tuning Ruleset Parsing Execution Algorithms Rule Execution Improvement Summary Further Reading 499 Part VII Rule Governance 16 Rule Governance Introduction Need for Governance IT and Business Governance 504