IBM Operational Decision Management v8

Transcription

1 What s new in WebSphere Operational Decision Management? Matt Roberts Decision Management Specialist July 12 th, 2012

2 IBM Operational Decision Management v8 Manage business policies at scale Operationalize enterprise intelligence Enable social collaboration to manage and govern business change Apply Operational Decision Management To flexibly and reliably manage repeatable, automated decisions When decisions change frequently To increase straight-throughprocessing When decision services must be shared across systems To manage and govern large numbers of rules When real-time events require immediate actions 2

3 Agenda Decision Management Defined Introducing WebSphere Operational Decision Management V7.5 V8.0 WODM 8 Live Demonstration Summary

4 How Decision Management Works: Customer Acquisition Insurance multi-channel customer acquisition Detect Multi-channel quote requests Decide Respond Internet Customer requests series of quotes with increasing deductibles: Customer good prospect, find best promotion Make a personalized offer 2 web quote requests and 1 direct contact in 3 days: Determine best product Trigger agent call back to assist Call Center Event Correlations Agency Same vehicle ID with different addresses on phone & Web request: Is customer gaming the system? Seek clarification 4 4 Events Rules Decisions

5 What is a Business Decision? Complex combination of contextual and time-based rule artifacts IF the Total purchases of Account > $2,500 THEN the enterprise value of Customer is GOLD = GOLD = GOLD IF the enterprise value of Customer is GOLD THEN the discount rate is 5% IF the enterprise value of Customer is GOLD AND the Loyalty of Customer is LOW THEN the personalization action is Call ELSE the personalization action is Business Rules = LOW LOYALTY Event Rules IF past occurrences the Customer returned a product in the last 2 months is more than 3 THEN classify Customer as a LOW LOYALTY Customer 5 5

6 Business Language for Rules and Events A common framework for different types of business decisions Business Rule IF the age of driver is less than 25 and the number of accidents of driver is at least 3 THEN the driver is considered as a high risk driver Event Rule IF the number of hits on this Web page in a five-minute period exceeds the daily average by more than 50%, THEN bring up a second Web server and notify the marketing department. Basic to cross validations Derivations Computation Scoring Rating (etc.) Time based reasoning Missing events Synthetic events Dynamic context Late-binding (etc.) 6 6 Common Functionality Between Rules Customizable vocabulary specific to your organization, industry, application (etc.) Supports language localization Integrates with external data sources (e.g. list of countries) Drop down lists for customized domain data Templates facilitate new rule and event creation

7 Business Policies Built for Change vs. Built to Last The Consumerization of Change through Visibility, Collaboration and Governance Achieve clearer line-of-sight to business operations Easily readable business rules in natural language Testing and simulation to assess impact of rule changes Align business operations with strategic intent in the face of change Rule versioning and snapshots to safely and reliably change rules Auditability of changes to ensure traceability Foster cross-functional and cross-divisional outcomes Social media style UI to tap into organizational business expertise Single repository for business and IT users to collaborate 7

9 Many important changes since IMPACT major releases in a year!!!! 2011 Autumn Launch WebSphere Operational Decision Management 7.5 IMPACT 2012 WebSphere Operational Decision Management 8.0 New product naming New packaging Portfolio simplification Business Events integration Multiple release Management New Business Console Social collaboration R/E Integration improvements Performance improvements 9

10 Introducing WebSphere Operational Decision Management WebSphere ILOG BRMS WebSphere Business Events Contextual Decisions Situational Awareness WebSphere Operational Decision Management Your business decisions. Made by your business experts. Delivered in real-time by technology. 10

11 WebSphere Operational Decision Management WebSphere Decision Center Ruledocs Decision Center Console Rule Solutions for Office Decision Center for Business Space Deploy Decision Center Repository Deploy Synchronize Synchronize Deploy Deploy 11 Rule Execution Server Rule Designer Event Designer WebSphere Decision Server Event Execution Runtime

12 A Simplified Product Portfolio Only 2 orderable product components: Decision Center and Decision Server Rule Solutions for Office Shipped in WebSphere Decision Center WebSphere Decision Center Decision Validation Services Now part of Decision Center and Decision Server Scorecards Modeler Now part of the Rule Designer inside Decision Server WebSphere Decision Server Rules for COBOL Now part of WebSphere Decision Server Rules for COBOL

13 Multiple Release Management Greater flexibility for deploying business decisions Enable business users to make changes to a deployed rule application without interfering with work they are doing on an upcoming release Merge and diff between releases Easily implement changes in distinct versions and better control how to merge them across different releases 13 13

14 IBM Operational Decision Management Manage Decision Center for Business Space Business Console Enterprise Console Social Rule Solutions for Office Decision Artifacts Access and Control Decision Center Versioned Assets Define Deploy Visibility Collaboration Governance Update Measure Rule Execution Event Execution Decision Monitoring Connectors Decision Server Web Services API - GUI Rule Designer Event Designer Decision Server Console 14 Design POS Enterprise BPM CRM Application Devices Monitor

15 Simpler Access to the Decision Repository Using the Library to access the business rule projects New ribbon icons identify projects created since last log-in 15

16 Improved Governance with Project Snapshots Take a project snapshot and retrieve it when required 16 Snapshots allows to take a picture of a project and to restore it at the exact same state when required

17 Intelligent Rule Editor Using the Business Console for rule editing Natural language syntax Automatic completion Inline error detection 17

18 Rules Emitting Events Extends the scope of rule actions with integrated business events triggering New import wizards to access predefined business events New emit action available in the rule vocabulary Direct event triggering from the action part of the business rule 18

19 Events Invoking Rules Seamless rules integration with events for direct rule set invocation New connection wizard to populate event models from rule projects Event-side object model extended with a new ruleset invocation action Rulesets are directly invoked from within an event action 19

20 The Activity Stream Enabling social media style communication and maintaining awareness Automatic notification Social communication post The Activity Stream combines team member comments and automatic change notifications 20

21 Followed Items List Any followed item is easy to view and access The list of followed items is accessible from the main view in one click The list of followed items is automatically updated as soon as the user subscribes to a new artifact Detailed information is accessible with a simple mouse over action 21

22 New Search Capability Rapidly locate a business artifact in a project Search items are highlighted in the results Search can return rules, tables and folders 22 With the new Search feature, business rules can be located without requiring knowledge of the project organization

23 Intuitive Timeline for Business Rules and Decision Tables Visualizing change history View and revert to a specific rule version in one click Comments document each new release Intuitive time navigation The Timeline provides a graphical way to visualize rule history and track changes 23

24 Testing and Simulation for Large Scale Data Testing and Simulation performance for large scale data processing Support parallel processing with Multi-core processors Flexible APIs for data partitioning and KPIs aggregation Able to process millions of records a day 24

25 What s New in IBM ODM for z/os V8.0 Integration and control enhancements New testing, simulation and audit support for an extended control over decisions Direct support for COBOL to WAS for z/os allowing the best deployment option to be selected Rule execution support for IMS batch processing regions allowing natural decision invocation zres topology enhancements for multiple stand alone server configurations 25

27 Key Takeaways Adapt to change with increased speed & agility Intuitive natural language for specifying rules and events WebSphere Operational Decision Management Align business units and IT with enhanced visibility & governance Integrated repository for reliable versioning and change control Act in real-time with high performance & reliability Robust runtime for mission-critical deployment Your business decisions. Made by your business experts. Delivered in real-time by technology. 27

28 Questions? Matthew Roberts Decision & Process Management Specialist IBM Software Group E: M:

29 Next Steps See IBM Operational Decision Management in Action Ask your sales representative to see the solution live Learn what s possible with a Discovery Workshop On-site workshop with business and IT stakeholders to evaluate the applicability of Business Rules and Business Events for your project Implement a real project in 10 weeks with a Quick Win Pilot Demonstrate immediate value to your LOB end-users with your first Quick Win in 10 weeks 29 29

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