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Advice for Business

Follow the links below to learn about documenting and managing business rules, and about designing and architecting rulebases. These topics are for subject matter experts (SMEs), business rule analysts, rule harvesters, rulebase architects, and knowledge engineers.

5 minute Business Briefings

BIZRULES® VISION™ methodology
Enterprise Rules Architecture
Critical Knowledge
Common Knowledge
Macro Decisions (Million Dollar Decisions)
Micro Decisions (A Million Little Decisions)
Strategy Rules
10 Rules for Rules
Business Rule Management
So many rules, where do they belong?
When are we done rule harvesting?
How do we know we're not missing any rules?
Where do we start?
Discovering & Defining Business Rules
What questions do we ask Domain Experts to extract their critical knowledge?
Documenting Business Rules
Managing Business Rules
Simplifying Business Rules
Rule Harvesting (RH)
Knowledge Acquisition (KA)
Knowledge Representation (KR)
Knowledge Engineering (KE)

"An exciting new technology called Business Rules is beginning to have a major positive impact on the IT industry - more precisely, on the way we develop and maintain computer applications."

C.J. Date, inventor of the relational database model that revolutionized the field of computer science


So many rules, where do they belong?

Here's a great way to decide which rules belong in the business rule engine and which rules could be hard-coded by IT. The idea is that rules that you have no control over, such as compliance rules, must be rule-based so you can react quickly and implement them as soon these rules are changed. When a regulating authority tells you when the new rules become effective, you have no control whatsoever. A rule engine enables you to change and comply fast.

Rules that you control, where you can take your time and decide when the rules shall become effective, can be hard-coded if so desired. There still may be benefits to rule-basing these rules, but at least you can hard-code them if necessary.

Click image to enlarge

Rules that should in the BRE or rulebase:

  • Business Rules
  • External rules
    • Governing rules
    • Regulatory rules
    • Legislative rules
    • Compliance rules
  • Rules that you do not control
  • Rules that change often
  • Industry rules
  • Market rules
    • Competitor rules
    • Pricing rules
    • Promotion rules
  • Environmental rules
    • Economy rules
    • Seasonality rules
    • Weather rules

Rules that could be hard-coded:

  • UI Rules
  • Code or system rules
  • Internal computer program rules
  • Rules that you control
  • Rules that never or rarely change

These are basic guidelines to help you decide which rules should be under business or IT control.

Do you need more help or more specific advice? Contact us or call 972-987-1685 to discuss your situation and how we can help.

Comment on this article      Idea credit to Paul      (FAQ #2)

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