Presentation Innovations + Vr 1 0

Visual Rules • 13-Jan-10 • Slide 1 • © Innovations Software Technology. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution.

Overview of Innovations & VRFebruary 2010

visual rules®

rule your business logic


Agenda

Innovations Software Technology

Visual Rules – Overview

Visual Rules – Live Demo

Visual Rules – Architecture and Components

Dynamic Application Framework

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Benefits6

Next Steps7

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Innovations Software TechnologyOverview

Company• Founded 1997 in Immenstaad,

Germany

• Member of the Bosch Group since 2008

• 250+ employees, strong growth

• Germany

• Singapore

• USA

Locations

• Financial Services Providers• IT Services• Telecommunication• Insurance/Health Care• Retail• Automotive• Logistics• Public Services

Client IndustriesProducts, Solutions, Services

• Technology Solutions

• Finance Industry Solutions

• Professional Services


Innovations Technology Portfolio

Business Rules Management

• Visual Rules Enterprise Platform

Platform & Components

• Dynamic Application Framework

• Workflow Management

Technology Solutions

Professional Services

• Technical Consulting• Custom Business

Applications


Innovations Solutions for Finance Industry

Client Management/CRM

• Client Acquisition Support

• Account Opening• Customer Relationship

Management • Sales Control• Electronic Workflows

Compliance

• Anti-Money Laundering• Terrorism Financing• Insider Trading/Market

Abuse• Fraud Detection

Software Solutions for Banks

Credit Risk Rating

• Platform for Internal Rating Models

• Basel II-compliant• Simulation and

Optimization


References (Extract)

IT S

erv

ice P

rovid

ers

Won in 2

009

Reta

il

Insu

rance

Healt

hM

ore

Telc

o

Banks

Reta

il

http://www.iburst.co.za/default.aspx?link=site_home

https://www.cortalconsors.de/Home;jsessionid=TtCWKHHJ1HDyJCTkmVTnyz4G6Rzh4pm79nP7d6LZBNffZtpbg5W6!366885794


• Bank Vontobel

(CH) • Beacon Funding

(US)• Cortal Consors S.A.

(D, F)• Dresdner Bank

(D)• DZ Privatbank

(CH)• Fintech

(ZA)• Fortis Group

(D)• HypoVereinsbank

(D)• ING-DiBa

(D)• Hypo Investment

(FL)• LGT Bank

(FL)• Nomura Bank Ltd.

(CH) • PostFinance

(CH)• Raiffeisenbanken

(CH, A) • Rand Merchant Bank

(ZA)• UBS

(CH)• United Overseas Bank

(SGP)• Volkswagen Bank

(D)• Zürcher Kantonalbank

(CH)

Visual Rules References (Extract)

Finance

• CENIT AG

(D)• Cirquent

(D)• DealerMagic

(US)• Deutsche Börse Systems

(D)• Getronics

(B)• IBM

(CH)• Itellium

(D)• Siemens PSE

(A)• VR Kreditwerk

(D)• Odyssey Assest Mgt.

(L)• Quova

(US)• SmalS-MvM

(B)• STABILIT Informatik

(CH)• SunGard

(US, D)• Zafin Labs

(UAE)

IT Services

• Deutsche Post

(D, USA)• Global Travel Solutions

(IN)• Minihouse

(NL)

Travel / Transport

• Pension Office

(B)• Minnesota Department

of Revenue

(US)• US Navy

(US)

Government

• Hilton Hotels

(US)• Wyndham Hotels

(US)

Tourism

• Immobilien Scout

(D)• Quelle

(D)• Neckermann

(D)• REWE

(D)

Retail

• Claas Harvester Machines

(D)• Suzuki Europe

(D)• Yamaha Motors Inc.

(US)

Manufacturing/Automotive

• 16 AOK, BKK, IKK

(D)• Fortis Insurance

(LUX)• GVV Versicherung

(D)• Helsana Versicherung

(CH)• Merkur Versicherung

(A)• Policen Direkt

(D)• Swiss Life

(CH)• WüBa Versicherung

(D)

Insurance/Healthcare

• Arcor

(D)• T-Info

(D)• Telefonica

(E)• Vodacom

(ZA)

Telco


Agenda






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Benefits6

Next Steps7

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Business

• Business rules are defined and tested by business experts

• IT integrates business rules once

• Business can change rules without (or with very few) IT support

• Automatic code generation and documentation (no programming)

• Easy handling of very complex business logic

IT

Systems

RegelnRules

Use of Business Rules Management

Less cost, more flexibility,dynamic applications

Rules

Separate Rules from Applications !

What is Business Rules Management ?


Visual Rules

• Enterprise Grade BRMS

• Deployed internationally and across industries

• Scalable from single projects toEnterprise Decision Management

• Flexible integration into developmentprocesses and IT infrastructure

• Mature with a development history of 12 years, 4th Generation

• A market-leading BRMS according to analysts

Business Rules Enterprise Platform


Business Rules Management without Visual Rules

Textual rules (and the corresponding program code) very quickly get complex—leading to problems in transparency and consistency

“If the customer has maturities higher than $50,000 and the bank is authorized by the customer, then maturities should be reinvested immediately.”

“If the customer has maturities higher than $50,000 and the bank is authorized by the customer and the customer is contactable, then give customer a phone call.”

“If the customer has maturities higher than $50,000 and the bank is not is not authorized by the customer and the customer is not contactable, then ask the customer what to do at next contact.”

“If the customer has maturities higher than $100,000, then show a hint on the portal of customer relationship manager.”

Textual Complexity


Business Rules Management with Visual Rules

Graphical Modeling

Graphical rules are essential for the cooperation of business and IT experts

• Visual Rules is the only BRMS where rules are exclusively defined graphically

• The intuitive illustration makes rules understandable for both business and IT experts


Flow Rule Elements

Decide Make a decision

Assign Calculate values and update data

Fire Action Execute an action

Call Flow Rule Call a flow rule

Call Decision Table

Call a decision table

Call Service Call a service

Done & Return Immediately return to the calling rule

Repeat Repeat the following part of the rule

End Repeat Immediately exit a Repeat

Return Exception

Create exception and continue at exception handling

Handle Exception

Specify what to do when an exception is thrown


Agenda






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Demo Link

http://www.visual-rules.com/screencasts-demos-business-rules.html#

http://www.visual-rules.com/screencasts-demos-business-rules.html



Visual Rules Modeler

MenuRule Explorer Rule Editor Toolbar Perspective

Outline Properties Problems


Perspective for Business UserFlow Rule Draft

• Rules are drafted by arranging elements into a rule flow via drag&drop• Descriptions are added to communicate the purpose and meaning of

each element• Notes can be used for additional editorial comments


Perspective for Business AnalystsFlow Rule Specification

• Rule expressions are entered for each modeling element• Modeling assistant, syntax highlighting and error markers support the

user• The Rule Context palette of a rule shows all relevant data elements


Testing

• Test cases define input and expected output of a rule • Detected deviations of input/output/internal data or actions are marked

red


Graphical Compare and Merge

• Detected structural differences are listed• Also a version list is available


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Product Components

Visual Rules Business Rules Management

define govern execute

accessintegrate

Database ConnectivityData Integration

Operational DBMS

analyze perform

DataWarehouse

Execution ServerDecisionServices

Dynamic Application FrameworkDynamic UIDashboardWork Lists

Solution Templates Packaged Rules(e.g. Credit Rating)

QA & Deployment ToolsBuild - TestDeploy

Team Server

Rule Repository

Modeler

AuthoringTestSimulation


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WorkflowLogic

PresentationLogic

BusinessLogic

• Rule-Based

• Consistent

• Fully documented

• Transparent

DynamicApplication Framework

IntegrationLogic

Visual Rules Dynamic Application Framework

All the Layers of a Business Application Managed by Rules


• Easily create web-based applications owned by business experts

• Rules drive all aspects of the application

• Changes in business logic can manifest themselves also on the UI and in the underlying DB

• Execution of models in batch or ad-hoc mode

• Security and identity management

• Database schema to store all relevant input, output and status data


Quick Facts Visual Rules


Dynamic UI generation

• Changes become automatically visible on analyst UI

generate



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Benefits

Improved efficiency for development and maintenance

Improvements for operative usage

Agility Transparent, documented, easy changeable models

Costs Reduced development time and costs

Collaboration Improved cooperation between business and IT

Revision Support Traceable and understandable results, audit trail

Time to market Shortens development cycles

Quality Assures quality with a test-driven approach

SOA Generates enterprise-wide reusable services

Decision Support Generates messages for supporting business experts

Automation Automates business processes, controls applications

Monitoring Transparently documents entire decision process


Benefits: Savings

Gemessene EinsparungenCompany Scenario Measured Savings in %

PostFinance, Switzerland

Transaction Analysis, Anti-Money Laundering 25%

Sungard Futures Systems, USA

Trading System for Exchange-Traded Derivatives

50%

MobileSelect, Australia

Web-based Consulting for Mobile Phones and Plans 66%

Sungard Forbatec Migration of a Fund Management System 70%

Measured Savings in %

Development 25% - 50%

Maintenance 50% - 70%


Agenda






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Next Steps77


Next steps

• You can download an evaluation version of Visual Rules from our website www.innovations–software.com and experience the tool further

• You can go through the demos at http://www.visual-rules.com/screencasts-demos-business-rules.html#

• You can share your business situations with us. We can either create a POC or help you create a POC

http://www.xn--innovationssoftware-g85k.com/




visual rules®

rule your business logic

Thank you for your attention!Contact: Anuj JainEmail – [email protected]

mailto:[email protected]

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