IBM WebSphere ILOG BRMS Overview (Dec 2009)

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    2009 IBM Corporation

    December 2009

    WebSphere ILOG Business RuleManagement System (BRMS) Overview

    http://www.ibm.com/software/rational
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    IBM Software Group

    2009 IBM Corporation2

    Agenda

    Value Proposition of a Business Rule Management System (BRMS)

    Synergies of BRMS and Business Process Management

    Why WebSphere ILOG BRMS

    Whats New in WebSphere ILOG BRMS 7.0

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    IBM Software Group

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    83%

    Triples

    98%

    Expect substantial orvery substantial change

    Source: IBM Global CEO Study 2008

    The change gap

    Plan business modelchanges

    Is Your Organization Ready for Change?

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    Business Decisions are Everywhere

    We need to add an

    eligibility check to meetthe requirements of thenew regulation.

    Lets create a special

    promotion for ourbest customers.

    Can we automateapprovals for this type

    of order?

    And They Change Frequently

    Benefit calculation

    Fraud assessment

    Eligibility Pricing

    Underwriting

    Configuration

    Tax calculation

    Billing

    Product Selection

    Accounting Disposition

    Compliance Screening

    Documentation Requirements

    Commissions / Royalties

    Up-sell/Cross-sell offer

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    Issues

    Rules are hidden in code or isolatedwithin the organization

    Changes are hard to track andmaintain over time

    Rules used by systems have to beprogrammed and require IT resources

    Duplication and multiple versions ofthe same rules

    Lack of auditability, traceability

    Decision changes cannot be easilytested or simulated

    The traditional (ad hoc)

    approach of dealing with rulechanges leads to

    Traditional Approach for Managing Decision Change

    Reduced organizational agility

    Reduced employee productivity

    Increased load on IT

    Where Business Rules Typically Exist

    Applications

    ProcessesPeople

    Documents

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    Where Business Rules Typically Exist

    Applications

    ProcessesPeople

    Documents

    Business Rule Management System

    Rules areDefined,

    Analyzed andMaintainedUser Tools

    Rules areStored and

    Shared

    Rule Repository

    Rules areDeployed,

    Executed andMonitored

    Rule Server

    Manage and Automate Decision Logic with BRMS

    Eliminate decision silos

    Make decision logicaccessible to Business and IT

    Implement fine-grained,context-specific logic

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    Benefits of a BRMS Approach

    Reduce time and resources

    required to deploy changes Author and maintain rules using

    non-technical language

    Express decision logic withincreased precision

    Make decisions based on

    specific context

    Increase decision automation

    Improve visibility andunderstanding of how decisionscontrol systems

    Lower maintenance costs;

    respond quickly to change Business experts can manage

    and validate decision logic

    Increase profitability of product,pricing and promotional offerings

    Customize decisions when

    possible, standardize if needed

    Improve process efficiency

    Ensure compliance; enablesharing/re-use of decision logic

    What does it enable? What is the value?

    BRMS

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    Telecommunications software provider

    BRMS for order management

    Business need:Telecommunications companies commonly leaselines or services from one another. Services orders:Can be high in volume

    Must adhere to complex rules and standards to be processedaccurately and efficiently.

    Must be perfectly configured before they can be accepted andservice provided.

    Solution:Telecom provider has preloaded a set of rules coveringregulations; solution is customized with customer-specific rules.Rules are used for validating data and automating order processing.

    WebSphere ILOG JRules BRMS provides an intuitive environmentfor authoring and deploying rules, and a central repository for storingrules outside the application.

    Both business and IT personnel can update the rules, acceleratingthe implementation of new policies and regulations.

    Benefits: Automated order processing

    Faster service delivery

    Ensured compliance

    Industry: Telecommunications

    Solution: Exchange Path

    Deployment country:Worldwide

    Product:WebSphere ILOG JRules BRMS

    I really appreciated the

    architecture of IBM WebSphere

    ILOG JRules. I could see that it

    would allow us to better deal

    with the many changes that occur

    during the order management

    process in telecommunications.

    This architecture lets us deliver

    timely updates and be more

    responsive to our customers.

    Telecommunications provider

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    Agenda

    Value Proposition of a Business Rule Management System (BRMS)

    Synergies of BRMS and Business Process Management

    Why WebSphere ILOG BRMS

    Whats New in WebSphere ILOG BRMS 7.0

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    IBM and Business Rule Management

    WebSphere ILOG BRMS is the IBM technology for creating,

    maintaining and implementing decision services

    Provides a convenientcommunication channelbetween IT and business teams

    Allows for easy implementationand reuse of business rulesacross the enterprise

    Offers flexible options forprogressive IT modernization

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    DNA of the Agile Enterprise

    Process Management Rules Management

    Describes the how of the coreactivities of the enterprise

    Combines automatable andhuman elements

    Is fundamentally concerned withoperational efficiency of theorganization

    Determines the what ofenterprise activity

    Is focused on automatingdecisions

    Is fundamentally concerned withthe operational intelligence of theorganization

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    WebSphere

    ILOG BRMS

    User Tools

    Orchestrated Processes Automated BusinessDecisions

    TransparentDecision Service

    Enhanced Agility for BPM

    Rule Repository

    Execution Server

    Streamline processes Facilitate change Re-use decision assets Maximize automation Improve governance

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    Business challenge:Spains passage of a law promoting care and autonomy for dependentpeople compelled the agency to reengineer its IT systems to comply withnew regulations, as well as provide better service to citizens.

    Benefits:

    Faster delivery of social benefits with improved transparency ofdecisions related to the benefits process

    Rapid compliance with new legislation

    Business user access to rules

    What-if simulation of policy changes

    History of rules

    Spanish Regional Government administers social services with WebSphere ILOG BRMS

    Solution:

    Implementation of a centralized, process-oriented management system forgranting benefits, automating the agencys work and shortening servicesdelivery. The new system is based on:

    IBM FileNet Business Process Manager as its business processmanagement (BPM) system.

    WebSphere ILOG JRules BRMS for the development, deployment -execution and maintenance of the business rules governing the decisionsto be taken in the process.

    Castilla y Len Social Services Agency

    Industry: Government

    Solution: Social benefits eligibility

    Deployment country: Spain

    Products:

    o IBM WebSphere ILOG JRules

    o IBM FileNet P8 Platform

    We identified the business rulemanagement system as a keycomponent for improving theagility of our IT architecture inorder to cope with regulatory andinternal policy changes. We choseIBM WebSphere ILOG JRulesbecause of the depth of its

    functionality, robustness, ease ofuse and integration.

    Project Director, Social Services Management

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    Agenda

    Value Proposition of a Business Rule Management System (BRMS)

    Synergies of BRMS and Business Process Management

    Why WebSphere ILOG BRMS

    Whats New in WebSphere ILOG BRMS 7.0

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    WebSphere ILOG BRMS: What Makes Us Better

    The most complete BRMS solution A comprehensive, collaborative solution that meets the needs of all

    stakeholders involved in managing decisions across the organization, and fitsthe widest range of enterprise architectures.

    Superior decision governance capabilities

    Easy, safe and predictable management of decision logic throughout itsentire lifecycle, from initial development and deployment, through monitoringand maintenance due to ongoing change.

    Recognized BRMS leadership More than just technology, IBM provides the services, expertise and

    community that allow organizations to achieve long-term success in their useof BRMS.

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    Most Complete BRMS Solution

    Value: everything needed to build,deploy and maintain rule-based

    applications; fits the widest rangeof enterprise architectures.

    Specific, comprehensive environments for all business rule stakeholders

    Flexible rule authoring capabilities

    Multi-locale rule management support, fully localized rule language

    Configurable interfaces, embeddable components, comprehensive APIs

    Robust, scalable and configurable rule execution

    Comprehensive platform support fits into the enterprise IT stack

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    Superior Decision Governance

    Value: easy, safe and predictable rule management Enterprise rules repositoryprovides central source of truth

    Complete rule management environment for business users

    Role-based controls

    Comprehensive decision insight capabilities (user-configurable navigation,queries and reports, rule analysis, version comparisons, rule testing and simulation)

    What is the impact of thischange?

    What was changed in thelatest revision?

    Who approved the changefor deployment?

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    Recognized BRMS Leadership

    Value: ensuring success for implementing enterprise software

    solutions through our ability to support the customer.

    Strongest worldwide presence

    Technology leadership

    Industry-leading methodologyand best practices

    Best community support

    #1 in market share

    More customers, withrepresentation across everymajor industry

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    Examples of Customer BRMS Applications

    Banking

    Loan Origination Credit Decisioning Sales Advisory Payments Accounting

    Insurance

    Claims Processing Underwriting Quoting Rating Commissioning

    CapitalMarkets

    Automated Trading Trade Order

    Management Accounting Compliance KYC /

    AML On Boarding

    PublicSector

    Claims Processing Entitlement and

    Benefit calculation Fraud Detection

    and Management

    Screening andTargeting

    Telecom

    Offer Configuration

    OrderManagement

    Fraud Detectionand Management

    Loyalty Programs Network Monitoring

    Transportationand Travel

    Promotions

    Management Loyalty Programs Customer Service Billing Contract

    Management

    Retail

    Online

    recommendation Campaign

    Management Order

    Management Pricing

    Manufacturing

    Order

    Management Billing Contract

    Management

    S G

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    Top 5 U.S. transportation and logistics company

    Transport services centralized billing

    Business need:This transport services company operates out of more than 300sites in the U.S., Canada and Mexico; the company dependsheavily on their IT systems to meet contract provisions in itsbilling and payroll systems.

    Solution:

    Centralization of multiple systems in order to ensureconsistency and compliance.

    Using the WebSphere ILOG JRules BRMS, in justnine monthsthe company created a flexible contractsmanagement environment.

    Benefits:

    Increased revenue through billing of contractual activities

    that were being missed with manual systems More accurate payroll management through automation

    Faster billing cycles and more comprehensive invoicesderived from rules for rate management

    Centralized rule repository ensures enterprise-widecompliance with corporate and industry regulations

    Industry: Logistics

    Solution: Billing and payroll

    Deployment country:NorthAmerica

    Product:IBM WebSphere ILOG JRules

    IBM WebSphere ILOG JRuleshas been a great investment for

    us. It gives us compliance with

    Sarbanes-Oxley and automates

    where only manual processes

    were used. Operating efficiency

    is up and missing dollars are

    coming in. We have visibility intoour business that we never had

    before.

    Transport services company

    IBM S f G

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    BRMS

    Benefits of WebSphere ILOG BRMS

    Reduced lead

    times for changesFast, reliable updates of

    customer loyalty offers, deployeddirectly by business users

    (retail.)

    Internal/external

    complianceSupport of regulations that

    vary by customerlocation and product line

    (insurance)

    More personalized

    client interactionsAutomated, interactive

    screening for over 40 differentgovernment programs

    (local gov.)

    Business IT

    alignmentBusiness user control of rules

    reduced new policyimplementation by 50%

    (pension admin.)

    IBM S ft G

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    Agenda

    Value Proposition of a Business Rule Management System (BRMS)

    Synergies of BRMS and Business Process Management

    Why WebSphere ILOG BRMS

    Whats New in WebSphere ILOG BRMS 7.0

    IBM S ft G

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    Line Of Business

    Production

    Development

    WebSphere ILOG Business Rules Product Family

    Design

    Man

    age

    Share

    Deploy

    JRules BRMS

    Rule Studio(Eclipse-based)

    Decision ValidationServices

    Rules for COBOLRule ExecutionServer for Java

    Rules for .NET BRMS

    Rule Studio(Visual Studio-based)

    Common Usage

    Rule ExecutionServer for .NET

    Rule TeamServer

    Rule Repository

    TransparentDecision Services

    Rule Solutionsfor Office

    Enterprise-wide

    IBM Software Group

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    Rule Management for Business Users

    Web-based collaborative environment

    Easy-to-Use, Easy-To-Learn Powerful Governance Capabilities

    New in Version 7.0

    Integrated rule testing and simulation(Decision Validation Services)

    Integration with Microsoft OfficeWord and Excel for guided, offline ruleediting (Rule Solutions for Office)

    Ability to manage rule projects for

    both JRulesand Rules for .NET

    IBM Software Group

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    Guided Rule Editing in Microsoft Office

    Extends rule maintenance across the organization

    Ruledocs have full understanding of object model and rule syntax New in v7.0 integrated with Rule Team Server

    IBM Software Group

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    Meets the needs of business and IT

    Test rules before deploying Assess business impact of changes

    Business User Testing and Simulation

    New in Version 7.0 (JRules)

    Work directly within Rule Team Server Ability to use Microsoft Excel for data

    input

    Configuration/customization wizardsand editors in Rule Studio reducedevelopment time and effort

    Decision Warehouse provides aqueryable, reportable, and analyzablerule execution audit trail in RuleExecution Server

    IBM Software Group

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    Rule Management for IT/Development

    Eclipse and Visual Studio-based IDEs Comprehensive app development

    capabilities

    Source code control integration

    New in Version 7.0.2 (Dec. 2009)

    JRules support for Eclipse 3.4 allowsshell sharing with WID, WBM, RSA andRational Developer for z

    Incorporate rule-based scorecardsas part of a decision service (JRules)

    Rule Studio for .NETRule Studio for Java

    IBM Software Group

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    Managed Rule Execution

    Centralized management of deployed rules

    Highly scalable, configurable rule engine Runs on widest range of platforms

    New in v7.0 Decision Warehouse

    execution audit (JRules)

    Transparent DecisionService deployment nowavailable in Rules for .NET

    IBM Software Group

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    BRMS for Legacy Applications

    Rules aregenerated as

    COBOL copybookfor execution inIMS, CICS, batch

    Business Rule Management System

    Rules areDefined,

    Analyzed andMaintained

    User Tools

    Rules areStored and

    Shared

    Rule Repository

    New in v7.0 Simplified creation of Business Object Model for

    COBOL applications

    Enhanced ability to import, verbalize and managethe business model for the COBOL project

    Additional JRules rule authoring capabilities forgeneration of enhanced COBOL code

    Increased agility for management of automated businessdecisions in COBOL applications

    Improved visibility of decision logic

    Enables progressive application modernization strategy

    IBM Software Group

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    Line Of Business

    Production

    DevelopmentDesign

    Manage

    Share

    Deploy

    Create with Confidence Eclipse or Visual Studio-based IDEs; easily extend rule projects to Web-

    based rule management environment

    Customizable natural language and graphical rule authoring

    Change with Confidence Web-based environment provides centralized access to rules and governed

    rule management

    Integrated business user testing and simulation

    Guided authoring through Web environment or Microsoft Office Word/Excel

    Deploy with Confidence Integrated monitoring and management of production rule applications

    Cross-platform decision services for SOA deployment

    Decision Warehouse for improved compliance auditing and reporting

    Share with Confidence Rule repository provides single source of truth

    Role-based access control of business policies

    WebSphere ILOG BRMS 7.0 Manage Rules with Confidence

    Enterprise-wide

    IBM Software Group

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    Australian Health Insurance FundStraight Through Processing (STP) for Health Insurance Claims

    Business need:

    The company needed a claims assessment module that couldprocess thousands of claims per day, while supporting newoffers, regulations and business demands.

    Solution:

    Selected the IBM WebSphere ILOG Rules for .NET BRMS: Business users can directly access the rules and implement

    policy changes in less than a day.

    Rules for .Net provides a fast, highly scalable rule enginecapable of real-time performance.

    Benefits:

    Faster implementation time

    Transparent business policies

    Direct rule access for business users

    Improved regulatory compliance

    Industry: Insurance,Healthcare

    Solution: Claims Processing

    Deployment country:Australia

    Product:IBM WebSphere ILOG Rulesfor .NET

    WebSphere ILOG BRMS was the

    right strategy. Not only have we

    realized our vision of straight-

    through processing, WebSphere

    ILOG Rules for .NET has enabled

    us to become a leader in the field

    of claims automation.

    CIO, Australian Health Insurance Fund

    IBM Software Group

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    ILOG BRMS Benefits

    Implementing change in a way that is easy, safeand predictable

    Reducing the time and cost required to developand maintain operational systems that are affectedby change

    Providing a way for IT and Business functions towork collaboratively on defining and updating thedecision logic that drives operational systems

    Increasing the visibility of how systems use andare affected by decision logic

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    2009 IBM Corporation

    Q&A

    http://www.ibm.com/software/rational