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Visual Rules • 13-Jan-10 • Slide 1 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Overview of Innovations & VRFebruary 2010
visual rules®
rule your business logic
Visual Rules • 13-Jan-10 • Slide 2 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
1
Visual Rules • 13-Jan-10 • Slide 3 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Software TechnologyOverview
Company• Founded 1997 in Immenstaad,
Germany
• Member of the Bosch Group since 2008
• 250+ employees, strong growth
• Germany
• Singapore
• USA
Locations
• Financial Services Providers• IT Services• Telecommunication• Insurance/Health Care• Retail• Automotive• Logistics• Public Services
Client IndustriesProducts, Solutions, Services
• Technology Solutions
• Finance Industry Solutions
• Professional Services
Visual Rules • 13-Jan-10 • Slide 4 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Technology Portfolio
Business Rules Management
• Visual Rules Enterprise Platform
Platform & Components
• Dynamic Application Framework
• Workflow Management
Technology Solutions
Professional Services
• Technical Consulting• Custom Business
Applications
Visual Rules • 13-Jan-10 • Slide 5 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Innovations Solutions for Finance Industry
Client Management/CRM
• Client Acquisition Support
• Account Opening• Customer Relationship
Management • Sales Control• Electronic Workflows
Compliance
• Anti-Money Laundering• Terrorism Financing• Insider Trading/Market
Abuse• Fraud Detection
Software Solutions for Banks
Credit Risk Rating
• Platform for Internal Rating Models
• Basel II-compliant• Simulation and
Optimization
Visual Rules • 13-Jan-10 • Slide 6 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
References (Extract)
IT S
erv
ice P
rovid
ers
Won in 2
009
Reta
il
Insu
rance
Healt
hM
ore
Telc
o
Banks
Reta
il
Visual Rules • 13-Jan-10 • Slide 7 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
• Bank Vontobel
(CH) • Beacon Funding
(US)• Cortal Consors S.A.
(D, F)• Dresdner Bank
(D)• DZ Privatbank
(CH)• Fintech
(ZA)• Fortis Group
(D)• HypoVereinsbank
(D)• ING-DiBa
(D)• Hypo Investment
(FL)• LGT Bank
(FL)• Nomura Bank Ltd.
(CH) • PostFinance
(CH)• Raiffeisenbanken
(CH, A) • Rand Merchant Bank
(ZA)• UBS
(CH)• United Overseas Bank
(SGP)• Volkswagen Bank
(D)• Zürcher Kantonalbank
(CH)
Visual Rules References (Extract)
Finance
• CENIT AG
(D)• Cirquent
(D)• DealerMagic
(US)• Deutsche Börse Systems
(D)• Getronics
(B)• IBM
(CH)• Itellium
(D)• Siemens PSE
(A)• VR Kreditwerk
(D)• Odyssey Assest Mgt.
(L)• Quova
(US)• SmalS-MvM
(B)• STABILIT Informatik
(CH)• SunGard
(US, D)• Zafin Labs
(UAE)
IT Services
• Deutsche Post
(D, USA)• Global Travel Solutions
(IN)• Minihouse
(NL)
Travel / Transport
• Pension Office
(B)• Minnesota Department
of Revenue
(US)• US Navy
(US)
Government
• Hilton Hotels
(US)• Wyndham Hotels
(US)
Tourism
• Immobilien Scout
(D)• Quelle
(D)• Neckermann
(D)• REWE
(D)
Retail
• Claas Harvester Machines
(D)• Suzuki Europe
(D)• Yamaha Motors Inc.
(US)
Manufacturing/Automotive
• 16 AOK, BKK, IKK
(D)• Fortis Insurance
(LUX)• GVV Versicherung
(D)• Helsana Versicherung
(CH)• Merkur Versicherung
(A)• Policen Direkt
(D)• Swiss Life
(CH)• WüBa Versicherung
(D)
Insurance/Healthcare
• Arcor
(D)• T-Info
(D)• Telefonica
(E)• Vodacom
(ZA)
Telco
Visual Rules • 13-Jan-10 • Slide 8 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
2
Visual Rules • 13-Jan-10 • Slide 9 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Business
• Business rules are defined and tested by business experts
• IT integrates business rules once
• Business can change rules without (or with very few) IT support
• Automatic code generation and documentation (no programming)
• Easy handling of very complex business logic
IT
Systems
RegelnRules
Use of Business Rules Management
Less cost, more flexibility,dynamic applications
Rules
Separate Rules from Applications !
What is Business Rules Management ?
Visual Rules • 13-Jan-10 • Slide 10 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules
• Enterprise Grade BRMS
• Deployed internationally and across industries
• Scalable from single projects toEnterprise Decision Management
• Flexible integration into developmentprocesses and IT infrastructure
• Mature with a development history of 12 years, 4th Generation
• A market-leading BRMS according to analysts
Business Rules Enterprise Platform
Visual Rules • 13-Jan-10 • Slide 11 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Business Rules Management without Visual Rules
Textual rules (and the corresponding program code) very quickly get complex—leading to problems in transparency and consistency
“If the customer has maturities higher than $50,000 and the bank is authorized by the customer, then maturities should be reinvested immediately.”
“If the customer has maturities higher than $50,000 and the bank is authorized by the customer and the customer is contactable, then give customer a phone call.”
“If the customer has maturities higher than $50,000 and the bank is not is not authorized by the customer and the customer is not contactable, then ask the customer what to do at next contact.”
“If the customer has maturities higher than $100,000, then show a hint on the portal of customer relationship manager.”
Textual Complexity
Visual Rules • 13-Jan-10 • Slide 12 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Business Rules Management with Visual Rules
Graphical Modeling
Graphical rules are essential for the cooperation of business and IT experts
• Visual Rules is the only BRMS where rules are exclusively defined graphically
• The intuitive illustration makes rules understandable for both business and IT experts
Visual Rules • 13-Jan-10 • Slide 13 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Flow Rule Elements
Decide Make a decision
Assign Calculate values and update data
Fire Action Execute an action
Call Flow Rule Call a flow rule
Call Decision Table
Call a decision table
Call Service Call a service
Done & Return Immediately return to the calling rule
Repeat Repeat the following part of the rule
End Repeat Immediately exit a Repeat
Return Exception
Create exception and continue at exception handling
Handle Exception
Specify what to do when an exception is thrown
Visual Rules • 13-Jan-10 • Slide 14 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
3
Visual Rules • 13-Jan-10 • Slide 15 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Demo Link
http://www.visual-rules.com/screencasts-demos-business-rules.html#
Visual Rules • 13-Jan-10 • Slide 16 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Visual Rules Modeler
MenuRule Explorer Rule Editor Toolbar Perspective
Outline Properties Problems
Visual Rules • 13-Jan-10 • Slide 17 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Perspective for Business UserFlow Rule Draft
• Rules are drafted by arranging elements into a rule flow via drag&drop• Descriptions are added to communicate the purpose and meaning of
each element• Notes can be used for additional editorial comments
Visual Rules • 13-Jan-10 • Slide 18 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Perspective for Business AnalystsFlow Rule Specification
• Rule expressions are entered for each modeling element• Modeling assistant, syntax highlighting and error markers support the
user• The Rule Context palette of a rule shows all relevant data elements
Visual Rules • 13-Jan-10 • Slide 19 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Testing
• Test cases define input and expected output of a rule • Detected deviations of input/output/internal data or actions are marked
red
Visual Rules • 13-Jan-10 • Slide 20 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Graphical Compare and Merge
• Detected structural differences are listed• Also a version list is available
Visual Rules • 13-Jan-10 • Slide 21 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
4
Visual Rules • 13-Jan-10 • Slide 22 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Product Components
Visual Rules Business Rules Management
define govern execute
accessintegrate
Database ConnectivityData Integration
Operational DBMS
analyze perform
DataWarehouse
Execution ServerDecisionServices
Dynamic Application FrameworkDynamic UIDashboardWork Lists
Solution Templates Packaged Rules(e.g. Credit Rating)
QA & Deployment ToolsBuild - TestDeploy
Team Server
Rule Repository
Modeler
AuthoringTestSimulation
Visual Rules • 13-Jan-10 • Slide 23 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
5
Visual Rules • 13-Jan-10 • Slide 24 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
WorkflowLogic
PresentationLogic
BusinessLogic
• Rule-Based
• Consistent
• Fully documented
• Transparent
DynamicApplication Framework
IntegrationLogic
Visual Rules Dynamic Application Framework
All the Layers of a Business Application Managed by Rules
Visual Rules • 13-Jan-10 • Slide 25 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
• Easily create web-based applications owned by business experts
• Rules drive all aspects of the application
• Changes in business logic can manifest themselves also on the UI and in the underlying DB
• Execution of models in batch or ad-hoc mode
• Security and identity management
• Database schema to store all relevant input, output and status data
Visual Rules Dynamic Application Framework
Quick Facts Visual Rules
Visual Rules • 13-Jan-10 • Slide 26 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Dynamic UI generation
• Changes become automatically visible on analyst UI
generate
Visual Rules Dynamic Application Framework
Visual Rules • 13-Jan-10 • Slide 27 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps7
6
Visual Rules • 13-Jan-10 • Slide 28 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Benefits
Improved efficiency for development and maintenance
Improvements for operative usage
Agility Transparent, documented, easy changeable models
Costs Reduced development time and costs
Collaboration Improved cooperation between business and IT
Revision Support Traceable and understandable results, audit trail
Time to market Shortens development cycles
Quality Assures quality with a test-driven approach
SOA Generates enterprise-wide reusable services
Decision Support Generates messages for supporting business experts
Automation Automates business processes, controls applications
Monitoring Transparently documents entire decision process
Visual Rules • 13-Jan-10 • Slide 29 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Benefits: Savings
Gemessene EinsparungenCompany Scenario Measured Savings in %
PostFinance, Switzerland
Transaction Analysis, Anti-Money Laundering 25%
Sungard Futures Systems, USA
Trading System for Exchange-Traded Derivatives
50%
MobileSelect, Australia
Web-based Consulting for Mobile Phones and Plans 66%
Sungard Forbatec Migration of a Fund Management System 70%
Measured Savings in %
Development 25% - 50%
Maintenance 50% - 70%
Visual Rules • 13-Jan-10 • Slide 30 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Agenda
Innovations Software Technology
Visual Rules – Overview
Visual Rules – Live Demo
Visual Rules – Architecture and Components
Dynamic Application Framework
1
2
3
4
5
Benefits6
Next Steps77
Visual Rules • 13-Jan-10 • Slide 31 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
Next steps
• You can download an evaluation version of Visual Rules from our website www.innovations–software.com and experience the tool further
• You can go through the demos at http://www.visual-rules.com/screencasts-demos-business-rules.html#
• You can share your business situations with us. We can either create a POC or help you create a POC
Visual Rules • 13-Jan-10 • Slide 32 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.
visual rules®
rule your business logic
Thank you for your attention!Contact: Anuj JainEmail – [email protected]