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Rulebase Architecture
        Rolando Hernandez
     Enterprise Rules Architect
     Enterprise Rules Architect
          CEO, BIZRULES
      RH.2008@BizRules.com

       www.BizRules.com
    www.VisibleKnowledge.com




                                  Copyright © 2008 BIZRULES   1
Enterprise Rules Integration
    Data         Rules         Terms   Facts


   Process/Code



   Ruleset                             Rulebase Hierarchy
                                       Rulebase Hierarchy




                                                   Copyright © 2008 BIZRULES   2
Enterprise Rules Architecture




                                Copyright © 2008 BIZRULES   3
Enterprise Architecture – A Framework                                                                                                           TM            TM
                                 ENTERPRISE ARCHITECTURE - A FRAMEWORK
                                                                                                                                                                                   MOTIVATION
                                                                                                                   PEOPLE                            TIME
               DATA                              FUNCTION                          NETWORK
                                          What                            How                           Where                               Who                          When                               Why
                                                                                                                                                                                                              y

               List of Things Important          List of Processes the           List of Locations in which      List of Organizations            List of Events Significant       List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                 to the Business
                                                                                 the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                          Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                 People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                    Location
                                                                                                                                                  e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model     e.g. Business Logistics                                                                          e.g. Business Plan
                                                                                                                e.g. Work Flow Model                                                                                ENTERPRISE
ENTERPRISE                                                                           System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                       Owner
               Ent = Business Entity             Proc. = Business Process        Node = Business Location                                                                         End = Business Objective
                                                                                                                People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources        Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture   e.g. Distributed System         e.g. Human Interface             e.g. Processing Structure      e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                  Architecture                         A hit t
                                                                                                                             Architecture
                                                                                                                                                                                                                         MODEL
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                  Proc .= Application Function                                                                     Time = System Event
                                                                                                                People = Role                                                      End = Structural Assertion
                                                                                 (Processor, Storage, etc)                                                                                                              Designer
Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                Link = Line Characteristics    Work = Deliverable                                                 Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design              e.g. Technology Architecture                                     e.g. Control Structure           e.g. Rule Design
                                                                                                                e.g. Presentation Architecture                                                                     TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                 Node = Hardware/System                                                                                                                     Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                         End = Condition
Builder                                                                                                          People = User                     Time = Execute
                                                                                           Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                          Cycle = Component Cycle         Means = Action
                                                                                 Link = Line Specifications      Work = Screen Format
                                                                                                                  e.g. Security Architecture                                                                          DETAILED
                                                 e.g. Program                    e.g. Network Architecture                                         e.g. Timing Definition         e.g. Rule Specification
               e.g. Data Definition
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT OF
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
(OUT OF
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                       Node = Addresses                                                 Time = Interrupt
                                                                                                                People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                   Cycle = Machine Cycle
               Reln = Address                    I/O = Control Block             Link = Protocols               Work = Job                                                         Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                   e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                     e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE

 Enterprise Architecture – A Framework™ 
John A Zachman Zachman International (810) 231 0531
     A. Zachman,                           231-0531
©John A. Zachman, Zachman International (810) 231‐0531                                                                                                Reprinted by permission – www.zifa.com

                                                                                                                                                                                                                        4
                                                                                                                                                                                Copyright © 2008 BIZRULES
ENTERPRISE ARCHITECTUREA Framework TM
                                     Enterprise Architecture – - A FRAMEWORK
                                                                                                                                                                                               TM
                                      Complete “Data Model” Architecture
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               5
ENTERPRISE ARCHITECTUREA Framework TM
                              Enterprise Architecture – - A FRAMEWORK
                                                                                                                                                                                               TM
                          Complete “Business Process Model” Architecture
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               6
Complete “Business Rule Model” Architecture
                                                                                                                                                                                               TM
                              ENTERPRISE ARCHITECTURE - A FRAMEWORK
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               7
Object Oriented Modeling (UML; Use Cases)
                                                                                                                                                                                               TM
                                 ENTERPRISE ARCHITECTURE - A FRAMEWORK
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               8
Structured Methods Modeling
                                                                                                                                                                                               TM
                                   ENTERPRISE ARCHITECTURE - A FRAMEWORK
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               9
ENTERPRISE ARCHITECTUREA Framework TM
                                      Enterprise Architecture – - A FRAMEWORK
                                                                                                                                                                                               TM
                                     Complete “Business Model” Architecture
                                                                                                                                                                                    MOTIVATION
                                                                                                                    PEOPLE                            TIME
               DATA                              FUNCTION                           NETWORK
                                          What                            How                            Where                               Who                          When                              Why

               List of Things Important          List of Processes the            List of Locations in which      List of Organizations            List of Events Significant      List of Business Goals/Strat
SCOPE                                                                                                                                                                                                                   SCOPE
               to the Business                   Business Performs                                                                                  to the Business
                                                                                  the Business Operates          Important to the Business
(CONTEXTUAL)                                                                                                                                                                                                      (CONTEXTUAL)




                                                 Function = Class of                                                                                                              Ends/Means=Major Bus. Goal/
Planner                                                                           Node = Major Business
               ENTITY = Class of                                                                                                                                                                                         Planner
                                                                                                                  People = Major Organizations     Time = Major Business Event
                                                 Business Process                                                                                                                 Critical Success Factor
               Business Thing                                                     Location
                                                                                                                                                   e.g. Master Schedule
               e.g. Semantic Model               e.g. Business Process Model      e.g. Business Logistics                                                                         e.g. Business Plan
                                                                                                                 e.g. Work Flow Model                                                                               ENTERPRISE
ENTERPRISE                                                                             System
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                  (CONCEPTUAL)
(CONCEPTUAL)



Owner                                                                                                                                                                                                                      Owner
               Ent = Business Entity             Proc. = Business Process         Node = Business Location                                                                         End = Business Objective
                                                                                                                 People = Organization Unit        Time = Business Event
               Reln = Business Relationship      I/O = Business Resources         Link = Business Linkage        Work = Work Product               Cycle = Business Cycle          Means = Business Strategy
               e.g. Logical Data Model           e.g. Application Architecture    e.g. Distributed System        e.g. Human Interface               e.g. Processing Structure     e.g., Business Rule Model
                                                                                                                                                                                                                        SYSTEM
SYSTEM                                                                                   Architecture                        Architecture
                                                                                                                                                                                                                         MODEL
                                                                                                                                                                                                                          O
MODEL                                                                                                                                                                                                                (LOGICAL)
(LOGICAL)


                                                                                  Node = I/S Function
               Ent = Data Entity                                                                                                                    Time = System Event
                                                  Proc .= Application Function                                   People = Role                                                     End = Structural Assertion
                                                                                  (Processor, Storage, etc)                                                                                                             Designer
 Designer                                                                                                                                            Cycle = Processing Cycle
               Reln = Data Relationship          I/O = User Views                 Link = Line Characteristics    Work = Deliverable                                                Means =Action Assertion
               e.g. Physical Data Model          e.g. System Design               e.g. Technology Architecture                                     e.g. Control Structure          e.g. Rule Design
                                                                                                                 e.g. Presentation Architecture                                                                    TECHNOLOGY
TECHNOLOGY
                                                                                                                                                                                                                        MODEL
MODEL
                                                                                                                                                                                                                     (PHYSICAL)
(PHYSICAL)



                                                                                  Node = Hardware/System                                                                                                                  Builder
               Ent = Segment/Table/etc.           Proc.= Computer Function                                                                                                          End = Condition
Builder                                                                                                           People = User                     Time = Execute
                                                                                            Software
               Reln = Pointer/Key/etc.           I/O = Data Elements/Sets                                                                           Cycle = Component Cycle         Means = Action
                                                                                  Link = Line Specifications      Work = Screen Format
                                                                                                                   e.g. Security Architecture                                                                         DETAILED
               e.g. Data Definition              e.g. Program                     e.g. Network Architecture                                         e.g. Timing Definition        e.g. Rule Specification
DETAILED
                                                                                                                                                                                                                    REPRESEN-
REPRESEN-
                                                                                                                                                                                                                       TATIONS
 TATIONS
                                                                                                                                                                                                                      (OUT-OF
(OUT-OF-
                                                                                                                                                                                                                     CONTEXT)
  CONTEXT)

Sub-
                                                                                                                                                                                                                             Sub-
                                                                                                                                                                                   End = Sub-condition
                                                  Proc.= Language Stmt
Contractor     Ent = Field                                                        Node = Addresses                                                 Time = Interrupt
                                                                                                                 People = Identity
                                                                                                                                                                                                                       Contractor
                                                                                                                                                    Cycle = Machine Cycle
                                                                                                                 Work = Job
               Reln = Address                    I/O = Control Block              Link = Protocols                                                                                 Means = Step

                                                                                                                                                                                                                   FUNCTIONING
FUNCTIONING
               e.g. DATA                         e.g. FUNCTION                    e.g. NETWORK                   e.g. ORGANIZATION                  e.g. SCHEDULE                    e.g. STRATEGY
ENTERPRISE                                                                                                                                                                                                         ENTERPRISE


John A. Zachman, Zachman International (810)                                     231-0531
Enterprise Architecture – A Framework™ 
                                                                                                                                                                             Reprinted by permission – www.zifa.com
©John A. Zachman, Zachman International (810) 231‐0531


                                                                                                                                                                                            Copyright © 2008 BIZRULES               10
Rulebase Architecture
Rulebase Architecture
Rulebase Architecture
Rulebase Architecture
Rulebase Architecture

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Rulebase Architecture

  • 1. Rulebase Architecture Rolando Hernandez Enterprise Rules Architect Enterprise Rules Architect CEO, BIZRULES RH.2008@BizRules.com www.BizRules.com www.VisibleKnowledge.com Copyright © 2008 BIZRULES 1
  • 2. Enterprise Rules Integration Data Rules Terms Facts Process/Code Ruleset Rulebase Hierarchy Rulebase Hierarchy Copyright © 2008 BIZRULES 2
  • 3. Enterprise Rules Architecture Copyright © 2008 BIZRULES 3
  • 4. Enterprise Architecture – A Framework TM TM ENTERPRISE ARCHITECTURE - A FRAMEWORK MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why y List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture A hit t Architecture MODEL MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Proc .= Application Function Time = System Event People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification e.g. Data Definition DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT OF (OUT-OF (OUT-OF- (OUT OF CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Reln = Address I/O = Control Block Link = Protocols Work = Job Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE Enterprise Architecture – A Framework™  John A Zachman Zachman International (810) 231 0531 A. Zachman, 231-0531 ©John A. Zachman, Zachman International (810) 231‐0531 Reprinted by permission – www.zifa.com 4 Copyright © 2008 BIZRULES
  • 5. ENTERPRISE ARCHITECTUREA Framework TM Enterprise Architecture – - A FRAMEWORK TM Complete “Data Model” Architecture MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 5
  • 6. ENTERPRISE ARCHITECTUREA Framework TM Enterprise Architecture – - A FRAMEWORK TM Complete “Business Process Model” Architecture MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 6
  • 7. Complete “Business Rule Model” Architecture TM ENTERPRISE ARCHITECTURE - A FRAMEWORK MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 7
  • 8. Object Oriented Modeling (UML; Use Cases) TM ENTERPRISE ARCHITECTURE - A FRAMEWORK MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 8
  • 9. Structured Methods Modeling TM ENTERPRISE ARCHITECTURE - A FRAMEWORK MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 9
  • 10. ENTERPRISE ARCHITECTUREA Framework TM Enterprise Architecture – - A FRAMEWORK TM Complete “Business Model” Architecture MOTIVATION PEOPLE TIME DATA FUNCTION NETWORK What How Where Who When Why List of Things Important List of Processes the List of Locations in which List of Organizations List of Events Significant List of Business Goals/Strat SCOPE SCOPE to the Business Business Performs to the Business the Business Operates Important to the Business (CONTEXTUAL) (CONTEXTUAL) Function = Class of Ends/Means=Major Bus. Goal/ Planner Node = Major Business ENTITY = Class of Planner People = Major Organizations Time = Major Business Event Business Process Critical Success Factor Business Thing Location e.g. Master Schedule e.g. Semantic Model e.g. Business Process Model e.g. Business Logistics e.g. Business Plan e.g. Work Flow Model ENTERPRISE ENTERPRISE System MODEL MODEL (CONCEPTUAL) (CONCEPTUAL) Owner Owner Ent = Business Entity Proc. = Business Process Node = Business Location End = Business Objective People = Organization Unit Time = Business Event Reln = Business Relationship I/O = Business Resources Link = Business Linkage Work = Work Product Cycle = Business Cycle Means = Business Strategy e.g. Logical Data Model e.g. Application Architecture e.g. Distributed System e.g. Human Interface e.g. Processing Structure e.g., Business Rule Model SYSTEM SYSTEM Architecture Architecture MODEL O MODEL (LOGICAL) (LOGICAL) Node = I/S Function Ent = Data Entity Time = System Event Proc .= Application Function People = Role End = Structural Assertion (Processor, Storage, etc) Designer Designer Cycle = Processing Cycle Reln = Data Relationship I/O = User Views Link = Line Characteristics Work = Deliverable Means =Action Assertion e.g. Physical Data Model e.g. System Design e.g. Technology Architecture e.g. Control Structure e.g. Rule Design e.g. Presentation Architecture TECHNOLOGY TECHNOLOGY MODEL MODEL (PHYSICAL) (PHYSICAL) Node = Hardware/System Builder Ent = Segment/Table/etc. Proc.= Computer Function End = Condition Builder People = User Time = Execute Software Reln = Pointer/Key/etc. I/O = Data Elements/Sets Cycle = Component Cycle Means = Action Link = Line Specifications Work = Screen Format e.g. Security Architecture DETAILED e.g. Data Definition e.g. Program e.g. Network Architecture e.g. Timing Definition e.g. Rule Specification DETAILED REPRESEN- REPRESEN- TATIONS TATIONS (OUT-OF (OUT-OF- CONTEXT) CONTEXT) Sub- Sub- End = Sub-condition Proc.= Language Stmt Contractor Ent = Field Node = Addresses Time = Interrupt People = Identity Contractor Cycle = Machine Cycle Work = Job Reln = Address I/O = Control Block Link = Protocols Means = Step FUNCTIONING FUNCTIONING e.g. DATA e.g. FUNCTION e.g. NETWORK e.g. ORGANIZATION e.g. SCHEDULE e.g. STRATEGY ENTERPRISE ENTERPRISE John A. Zachman, Zachman International (810) 231-0531 Enterprise Architecture – A Framework™  Reprinted by permission – www.zifa.com ©John A. Zachman, Zachman International (810) 231‐0531 Copyright © 2008 BIZRULES 10