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Business Decision Modeling

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Presentation on theme: "Business Decision Modeling"— Presentation transcript:

1 Business Decision Modeling
Goal-Oriented Business Decision Modeling Jacob Feldman, PhD OpenRules. Inc., CTO © 2018 OpenRules, Inc.

2 Outline Goal-Orientation
Building simple decision models using the goal-oriented approach Dependencies between business goals within decision models Goal-oriented Decision Engine © 2018 OpenRules, Inc.

3 Classic Goal-Orientation
Key declarative principle: Concentrate on “WHAT” not on “HOW” Origin: Logic Programming You only need to specify the goals (WHAT) But not the strategy to reach this goal (HOW) The execution engine figures it out automatically! © 2018 OpenRules, Inc.

4 Comparing Logic Programming and Business Decision Modeling
Features Logic Programming Business Decision Modeling Target Audience Software Developers Business Analysts WHAT: Specifying Goals A formal programming language such as Prolog or a special CSP modeling language Decision Tables and other DMN-like constructs HOW: Strategy to Reach Goal - Usually not required - Heuristics may be configured using goals to expedite the search - Required for sequential engines - Not required for inferential engines Execution Engine Prolog or a constraint solver in Java/C++/… Rule Engine © 2018 OpenRules, Inc.

5 Goal-Oriented Approach to Business Decision Modeling
Building a decision model can be considered as a process of specifying its goals and subgoals When all goals and subgoals are specified, the decision model should be considered “ready to be executed” © 2018 OpenRules, Inc.

6 Goal-Oriented Approach to Business Decision Modeling
Decision Model consists of Glossary with Decision Variables Goals connected using Business Rules Business Rules specify goals and subgoals Do not ask a user to specify any strategy that specifies how to reach the goals (such as dependencies between goals or arrows on DRG) It is a responsibility of the decision engine! © 2018 OpenRules, Inc.

7 Building a Sample Decision Model “Vacation Days”
Problem Description Source: © 2018 OpenRules, Inc.

8 What is the Goal of this decision model?
The Goal of this decision model is to define vacation days for every Employee based on age and years of service Goal = Vacation Days We start with creation of the business Glossary © 2018 OpenRules, Inc.

9 Building Decision Model
© 2018 OpenRules, Inc. Building Decision Model Goal = Vacation Days 3 Subgoals Add these 3 subgoals to the Glossary

10 Building Decision Model
2 New Variables Define the first subgoal for 5 extra days Add these variables to Glossary © 2018 OpenRules, Inc.

11 Building Decision Model
Define the second subgoal for 3 extra days © 2018 OpenRules, Inc.

12 Building Decision Model
© 2018 OpenRules, Inc. Define the third subgoal for 2 extra days

13 Complete Decision Model
This decision model is ready to be executed against test or real data © 2018 OpenRules, Inc.

14 Glossary Glossary is a focal point of a decision model:
It represents a view from the model to the world It links all decision tables using Excel hyperlinks : © OpenRules, Inc.

15 A bit more complex problem
Evaluate Credit Card Application Goals and Subgoals: © 2018 OpenRules, Inc.

16 More Complex Decision Model View
Glossary The number of decision variables and decision tables have a tendency to grow quickly. If we ask a user to draw diagrams with links (arrows) between all of them, they quickly become unmanageable © 2018 OpenRules, Inc.

17 Decision Model Without Links
No links Specified Goal-1 Specified Goal-2 Glossary Specified Goal-4 Specified Goal-3 Specified Goal-5 Specified Goal-6 Specified Goal-n A Decision Model can be implemented as a Glossary surrounded by Specified Goals We should not ask a user to define any dependencies between the goals or their execution order This should be a responsibility of Decision Engine © 2018 OpenRules, Inc.

18 Decision Execution Engine
Expected Capabilities: Recognizing internal structure of the decision model and dependencies between goals and input variables Calculating execution order for all goals Executing decision models to reach any specified goal Explaining produced decisions © 2018 OpenRules, Inc.

19 Dependencies Between Goals
Where are dependencies defined? In the titles decision table conditions Inside decision tables cells (FEEL expressions in DMN) Inside iteration tables Inside complex boxed expressions and functions © 2018 OpenRules, Inc.

20 Example of a Goal-Oriented Decision Engine
OpenRules Release 7.0.0 Extracts all dependencies between goals and subgoals directly from decision tables including complex embedded iterations Automatically builds an execution path for any specified goal Tables of the type “Decision” that specify an execution order for different decision tables can be generated automatically © 2018 OpenRules, Inc.

21 Executing Decision Model
Test Cases or Real Data Decision Table Goal-1 Glossary Decision Table Goal-2 Decision Table Goal-3 Decision Table Goal-4 OpenRules Engine Execution Results Explanations © 2018 OpenRules, Inc.

22 Decision Model Analyzer
© 2018 OpenRules, Inc.

23 Execution Results w/Explanations
© 2018 OpenRules, Inc.

24 Business analyst creates:
SUMMARY: How to Create a working Decision Model with Excel and OpenRules Business analyst creates: Business Glossary Decision Tables for all business goals OpenRules Engine does the rest © 2018 OpenRules, Inc.

25 Thank you! QnA www.OpenRules.com
© 2018 OpenRules, Inc.


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