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@jamet123 #decisionmgt © 2016 Decision Management Solutions
James Taylor
CEO
Decision Modeling with DMN for
Red Hat JBoss BRMS
@jamet123 #decisionmgt © 2016 Decision Management Solutions 2
Key Benefits
• Traceability and clarity from business objectives
through decision requirements to the business
rules running in production
Business
Engagement
• Links decision models to new or existing
implementations and creates models suitable
for broad access
Common
View
• Requires no duplication or re-generation of
business rules to add decision model
perspective
Simplified
Management
• Leverages existing versioning, deployment and
management processes allowing business rules
architects to exploit their existing investments
Exploit JBoss
BRMS
@jamet123 #decisionmgt © 2016 Decision Management Solutions 3
James Taylor
Decision Management Solutions
▶ We work with clients to
improve their business by
applying business rules &
analytic technology to
automate & improve decisions.
▶ We are vendor-neutral and a
RedHat Technology Partner
▶ We are an original submitter of
DMN
▶ I have spent the last 14 years
championing Decision
Management and developing
Decision Management Systems
@jamet123 #decisionmgt © 2016 Decision Management Solutions 4
Agenda
▶ An introduction to DMN
▶ The role of DMN in business rules projects
▶ DecisionsFirst Modeler and Red Hat JBoss BRMS
▶ Questions
@jamet123 #decisionmgt © 2016 Decision Management Solutions 5
Decision Model and Notation (DMN)
@jamet123 #decisionmgt © 2016 Decision Management Solutions 6
Decision Modeling and Notation (DMN)
▶ “… provide a common notation that is readily
understandable by all business users... DMN creates
a standardized bridge for the gap between the
business decision design and decision
implementation.”
▶ Use Cases
▶ Modeling Human Decision-making
▶ Modeling Requirements for automated Decision-making
▶ Implementing automated Decision-making
▶ Decision Management Solutions, Escape Velocity,
FICO, KUL, KPI, IBM, Model Systems, Oracle, TIBCO,
Visumpoint
@jamet123 #decisionmgt © 2016 Decision Management Solutions 7
Two Layers of Detail
Pre-Bureau
Risk Category
1 HIGH
2 MEDIUM
3 LOW
4 VERYLOW
5 DECLINE
6 HIGH
7 MEDIUM
8 LOW
TRUE
<100
[100..120[
[120..130]
>130
FALSE
<80
[80..90]
[90..110]
>110
Pre-bureau risk category table
UC
Existing
Customer
Application
Risk Score
Decision Requirements Decision Logic
@jamet123 #decisionmgt © 2016 Decision Management Solutions 8
Decision Modeling In Context
-amount : Money
-amountLimit : Money
-facilityType : Enum
-id : String
-repaymentBy : Date
-status : Enum
Loan Appliation -address : String
-creditRtng : Enum
-dateOfBirth : Date
-disqualified : Boolean
-disqualificationReason : String
-firstName : String
-id : String
-middleInitials : String
-proofOfIdSeenBy : StaffId
-surname : String
-telephone : TelephoneNo
Person
-annualIncome : Money
-employmentRecord : Enum
-personalDebt : Integer
Financial Profile
-endDate : Date
-salary : Money
-startDate : Date
-terminationReason : Enum
-workType : Enum
Employment
-realisationDate : Date
-type : Enum
-value : Money
AssetLiability
0..* -applicant
1
0..1
-guarantor
1..*
1
1
1
0..*
1
0..*
Process
Data
Decision
Motivation
Organization
Department
Team
Role
Role
Team
Department
Organization
@jamet123 #decisionmgt © 2016 Decision Management Solutions 9
Decision Requirements Diagram
Information Knowledge
Decision
@jamet123 #decisionmgt © 2016 Decision Management Solutions 10
Many Use Cases
▶ Human Decision-making
▶ Documenting human decision-making
▶ Improving human decision-making with analytics
▶ Training human decision-makers
▶ Requirements for automated Decision-making
▶ Business rules discovery and analysis
▶ Framing predictive analytics
▶ Dashboard design
▶ Implementing automated Decision-making
▶ Completely specifying business rules
▶ Acting as a BRMS front-end
▶ Orchestrating complex decisioning technology
@jamet123 #decisionmgt © 2016 Decision Management Solutions 11
The Power of Decision Modeling
▶ Decision modeling has filled the gap
between process models and business
rules in the most extensive project ever
undertaken by the Finnish Tax Authority.
▶ "Decision modeling enables us to model our business by
dividing it into concrete parts that are understandable to
business people without being too detailed. It also helps us
not to lose sight of the overall picture of the process while
delving deep into the details of business rules."
Timo Laukkanen, Process Director, Finnish Tax
Administration
▶ "I am truly amazed by decision modeling. This method gives
me an agile tool for modeling quite complicated domains."
Katja Hietikko, Senior Business Developer, M.Sc. (Tech.)
@jamet123 #decisionmgt © 2016 Decision Management Solutions 12
DMN and Business Rules
@jamet123 #decisionmgt © 2016 Decision Management Solutions 13
Business Rules can be hard to manage
▶ How to manage sources?
▶ How much detail for a given rule?
▶ Who owns which rules?
▶ How and where to document rules?
▶ What are these rules for?
▶ What is the right format for a rule?
▶ How do we find the right metaphor
for a set of rules?
@jamet123 #decisionmgt © 2016 Decision Management Solutions 14
Manage Decisions To Manage Rules
▶ Not all rules are the same
▶ Rules only add value once deployed
▶ Deploying and managing rules requires a structure
▶ Managing decisions
▶ Shows how to structure the rules
▶ Where to deploy the rules
▶ Gives a rationale for defining and managing the rules
▶ Describe each decision and sub-decision
with simple, unique business rules
@jamet123 #decisionmgt © 2016 Decision Management Solutions 15
Simplified
process models
Clear decision models for
business users
IT-managed
Transformation
Over-complex
process models
BRMS
Executable
Rules
BRMS
Executable
Rules
BEFORE
AFTER
Multiple lists
and documents
about rules
Business Rules duplicated
Users must navigate
unfamiliar repository
One set of Business Rules
Users link directly from
familiar diagram
@jamet123 #decisionmgt © 2016 Decision Management Solutions 16
DecisionsFirst Modeler and
Red Hat JBoss BRMS
@jamet123 #decisionmgt © 2016 Decision Management Solutions 17
DecisionsFirst Modeler
Social, collaborative, cloud-based Decision
Management modeling software that puts decisions at
the heart of your business architecture, building
better requirements and driving successful business
rules implementations
Key Features
Multi-user, Collaborative
Integrated Database
Shared Database, Reusable
components
Automated Consistency and
Completeness Checks
Living Repository
@jamet123 #decisionmgt © 2016 Decision Management Solutions 18
Red Hat JBoss BRMS
@jamet123 #decisionmgt © 2016 Decision Management Solutions 19
Demonstration
@jamet123 #decisionmgt © 2016 Decision Management Solutions 25
Decision Modeling Lifecycle
▶ Decision Modeling
▶ Drives requirements and automation
▶ Supports business rules and analytic implementations
▶ Delivers traceability
▶ Allows for ongoing orchestration
Orchestration
Automation
BoundaryDecision
Requirements
Business
Rules
Implementation
Technology Selection
Predictive
Analytics
Traceability
Optimization
@jamet123 #decisionmgt © 2016 Decision Management Solutions 26
Questions?
@jamet123 #decisionmgt © 2016 Decision Management Solutions 27
Key Benefits
• Traceability and clarity from business objectives
through decision requirements to the business
rules running in production
Business
Engagement
• Links decision models to new or existing
implementations and creates models suitable
for broad access
Common
View
• Requires no duplication or re-generation of
business rules to add decision model
perspective
Simplified
Management
• Leverages existing versioning, deployment and
management processes allowing business rules
architects to exploit their existing investments
Exploit JBoss
BRMS
@jamet123 #decisionmgt © 2016 Decision Management Solutions 28
More Information
▶ DecisionsFirst Modeler
▶ decisionsfirst.com
▶ Support
▶ support.decisionsfirst.com
▶ support@decisionsfirst.com
▶ White Papers and Training Schedule
▶ decisionmanagementsolution.com
▶ Questions about editions, consulting, training
▶ info@decisionsfirst.com
Thank You
@jamet123 #decisionmgt © 2016 Decision Management Solutions
For more on
Decision Management, go to:
decisionmanagementsolutions.com
James Taylor
james@decisionmanagementsolutions.com

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DecisionsFrst Modeler and Red Hat JBoss BRMS

  • 1. @jamet123 #decisionmgt © 2016 Decision Management Solutions James Taylor CEO Decision Modeling with DMN for Red Hat JBoss BRMS
  • 2. @jamet123 #decisionmgt © 2016 Decision Management Solutions 2 Key Benefits • Traceability and clarity from business objectives through decision requirements to the business rules running in production Business Engagement • Links decision models to new or existing implementations and creates models suitable for broad access Common View • Requires no duplication or re-generation of business rules to add decision model perspective Simplified Management • Leverages existing versioning, deployment and management processes allowing business rules architects to exploit their existing investments Exploit JBoss BRMS
  • 3. @jamet123 #decisionmgt © 2016 Decision Management Solutions 3 James Taylor Decision Management Solutions ▶ We work with clients to improve their business by applying business rules & analytic technology to automate & improve decisions. ▶ We are vendor-neutral and a RedHat Technology Partner ▶ We are an original submitter of DMN ▶ I have spent the last 14 years championing Decision Management and developing Decision Management Systems
  • 4. @jamet123 #decisionmgt © 2016 Decision Management Solutions 4 Agenda ▶ An introduction to DMN ▶ The role of DMN in business rules projects ▶ DecisionsFirst Modeler and Red Hat JBoss BRMS ▶ Questions
  • 5. @jamet123 #decisionmgt © 2016 Decision Management Solutions 5 Decision Model and Notation (DMN)
  • 6. @jamet123 #decisionmgt © 2016 Decision Management Solutions 6 Decision Modeling and Notation (DMN) ▶ “… provide a common notation that is readily understandable by all business users... DMN creates a standardized bridge for the gap between the business decision design and decision implementation.” ▶ Use Cases ▶ Modeling Human Decision-making ▶ Modeling Requirements for automated Decision-making ▶ Implementing automated Decision-making ▶ Decision Management Solutions, Escape Velocity, FICO, KUL, KPI, IBM, Model Systems, Oracle, TIBCO, Visumpoint
  • 7. @jamet123 #decisionmgt © 2016 Decision Management Solutions 7 Two Layers of Detail Pre-Bureau Risk Category 1 HIGH 2 MEDIUM 3 LOW 4 VERYLOW 5 DECLINE 6 HIGH 7 MEDIUM 8 LOW TRUE <100 [100..120[ [120..130] >130 FALSE <80 [80..90] [90..110] >110 Pre-bureau risk category table UC Existing Customer Application Risk Score Decision Requirements Decision Logic
  • 8. @jamet123 #decisionmgt © 2016 Decision Management Solutions 8 Decision Modeling In Context -amount : Money -amountLimit : Money -facilityType : Enum -id : String -repaymentBy : Date -status : Enum Loan Appliation -address : String -creditRtng : Enum -dateOfBirth : Date -disqualified : Boolean -disqualificationReason : String -firstName : String -id : String -middleInitials : String -proofOfIdSeenBy : StaffId -surname : String -telephone : TelephoneNo Person -annualIncome : Money -employmentRecord : Enum -personalDebt : Integer Financial Profile -endDate : Date -salary : Money -startDate : Date -terminationReason : Enum -workType : Enum Employment -realisationDate : Date -type : Enum -value : Money AssetLiability 0..* -applicant 1 0..1 -guarantor 1..* 1 1 1 0..* 1 0..* Process Data Decision Motivation Organization Department Team Role Role Team Department Organization
  • 9. @jamet123 #decisionmgt © 2016 Decision Management Solutions 9 Decision Requirements Diagram Information Knowledge Decision
  • 10. @jamet123 #decisionmgt © 2016 Decision Management Solutions 10 Many Use Cases ▶ Human Decision-making ▶ Documenting human decision-making ▶ Improving human decision-making with analytics ▶ Training human decision-makers ▶ Requirements for automated Decision-making ▶ Business rules discovery and analysis ▶ Framing predictive analytics ▶ Dashboard design ▶ Implementing automated Decision-making ▶ Completely specifying business rules ▶ Acting as a BRMS front-end ▶ Orchestrating complex decisioning technology
  • 11. @jamet123 #decisionmgt © 2016 Decision Management Solutions 11 The Power of Decision Modeling ▶ Decision modeling has filled the gap between process models and business rules in the most extensive project ever undertaken by the Finnish Tax Authority. ▶ "Decision modeling enables us to model our business by dividing it into concrete parts that are understandable to business people without being too detailed. It also helps us not to lose sight of the overall picture of the process while delving deep into the details of business rules." Timo Laukkanen, Process Director, Finnish Tax Administration ▶ "I am truly amazed by decision modeling. This method gives me an agile tool for modeling quite complicated domains." Katja Hietikko, Senior Business Developer, M.Sc. (Tech.)
  • 12. @jamet123 #decisionmgt © 2016 Decision Management Solutions 12 DMN and Business Rules
  • 13. @jamet123 #decisionmgt © 2016 Decision Management Solutions 13 Business Rules can be hard to manage ▶ How to manage sources? ▶ How much detail for a given rule? ▶ Who owns which rules? ▶ How and where to document rules? ▶ What are these rules for? ▶ What is the right format for a rule? ▶ How do we find the right metaphor for a set of rules?
  • 14. @jamet123 #decisionmgt © 2016 Decision Management Solutions 14 Manage Decisions To Manage Rules ▶ Not all rules are the same ▶ Rules only add value once deployed ▶ Deploying and managing rules requires a structure ▶ Managing decisions ▶ Shows how to structure the rules ▶ Where to deploy the rules ▶ Gives a rationale for defining and managing the rules ▶ Describe each decision and sub-decision with simple, unique business rules
  • 15. @jamet123 #decisionmgt © 2016 Decision Management Solutions 15 Simplified process models Clear decision models for business users IT-managed Transformation Over-complex process models BRMS Executable Rules BRMS Executable Rules BEFORE AFTER Multiple lists and documents about rules Business Rules duplicated Users must navigate unfamiliar repository One set of Business Rules Users link directly from familiar diagram
  • 16. @jamet123 #decisionmgt © 2016 Decision Management Solutions 16 DecisionsFirst Modeler and Red Hat JBoss BRMS
  • 17. @jamet123 #decisionmgt © 2016 Decision Management Solutions 17 DecisionsFirst Modeler Social, collaborative, cloud-based Decision Management modeling software that puts decisions at the heart of your business architecture, building better requirements and driving successful business rules implementations Key Features Multi-user, Collaborative Integrated Database Shared Database, Reusable components Automated Consistency and Completeness Checks Living Repository
  • 18. @jamet123 #decisionmgt © 2016 Decision Management Solutions 18 Red Hat JBoss BRMS
  • 19. @jamet123 #decisionmgt © 2016 Decision Management Solutions 19 Demonstration
  • 20. @jamet123 #decisionmgt © 2016 Decision Management Solutions 25 Decision Modeling Lifecycle ▶ Decision Modeling ▶ Drives requirements and automation ▶ Supports business rules and analytic implementations ▶ Delivers traceability ▶ Allows for ongoing orchestration Orchestration Automation BoundaryDecision Requirements Business Rules Implementation Technology Selection Predictive Analytics Traceability Optimization
  • 21. @jamet123 #decisionmgt © 2016 Decision Management Solutions 26 Questions?
  • 22. @jamet123 #decisionmgt © 2016 Decision Management Solutions 27 Key Benefits • Traceability and clarity from business objectives through decision requirements to the business rules running in production Business Engagement • Links decision models to new or existing implementations and creates models suitable for broad access Common View • Requires no duplication or re-generation of business rules to add decision model perspective Simplified Management • Leverages existing versioning, deployment and management processes allowing business rules architects to exploit their existing investments Exploit JBoss BRMS
  • 23. @jamet123 #decisionmgt © 2016 Decision Management Solutions 28 More Information ▶ DecisionsFirst Modeler ▶ decisionsfirst.com ▶ Support ▶ support.decisionsfirst.com ▶ support@decisionsfirst.com ▶ White Papers and Training Schedule ▶ decisionmanagementsolution.com ▶ Questions about editions, consulting, training ▶ info@decisionsfirst.com
  • 24. Thank You @jamet123 #decisionmgt © 2016 Decision Management Solutions For more on Decision Management, go to: decisionmanagementsolutions.com James Taylor james@decisionmanagementsolutions.com