How to Build a Business Rules Engine: Extending Application Functionality through Metadata Engineering
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Table of contents
- Cover
- Copyright Pageiv
- Contentsvii
- FOREWORDxvii
- INTRODUCTIONxix
- Audiencexxii
- Organizationxxiii
- The Sample Applicationxxiv
- Chapter 1. WHAT ARE BUSINESS RULES AND BUSINESS RULES ENGINES?1
- Business Rules1
- Business Rules Engines3
- Business Rules in Business Rule Engines4
- Where Do Business Rules Come From?4
- Conclusion7
- Chapter 2. WHY BUILD A BUSINESS RULES ENGINE?9
- Cost and Scale10
- Building Software for Diverse Environments11
- Total Integration of Software13
- Specificity of Rules15
- Extension of Applications16
- How Easy Is It to Build a Rules Engine?17
- Conclusion18
- Chapter 3. DATA MODELING AND DATABASE DESIGN21
- Attributes and Entities22
- Relationships23
- Subtype Relationships26
- Conclusion28
- Chapter 4. WHO DEFINES BUSINESS RULES AND WHEN DO THEY DO IT?29
- The Actors29
- When Are Rules Defined?34
- What Kinds of Organizations Need a Business Rules Approach?37
- Conclusion39
- Chapter 5. THE ATOMICITY OF BUSINESS RULES41
- What Is Atomicity?41
- Levels of Abstraction of Business Rules and Rule Dependencies45
- Is Atomicity Important?48
- Implications of Atomicity„More Columns49
- Implications of Atomicity„Intermediate Results53
- When Are Calculations Atomic?54
- Conclusion54
- Chapter 6. THE BLACK BOX PROBLEM55
- User Resistance to Business Rules Engines56
- User Duplication of Rules56
- How, Not What57
- What Are the Rules?58
- Inflexibility beyond Rules58
- Support for the Users59
- Auditability60
- Conclusion61
- Chapter 7. THE COMPONENTS OF A BUSINESS RULES ENGINE63
- The Rules Engine Components63
- The Business Rules Repository64
- Rule Definition Interface and Executable Business Rules70
- Code Generation Routines74
- Rule Invocation Interface84
- Administrative Tools84
- Conclusion85
- Chapter 8. POPULATING TABLE DATA IN THE REPOSITORY87
- The Table Entity88
- Summary of Design for Table Entity94
- Extracting Table Data from the Data Modeling Tool94
- Screen Interface for Updating Table Metadata108
- Conclusion110
- Chapter 9. POPULATING COLUMN DATA IN THE REPOSITORY111
- Column Entity112
- Extracting Column Data from a Data Modeling Tool125
- Screen Interface for Updating Table Metadata140
- Conclusion144
- Chapter 10. POPULATING RELATIONSHIP AND SUBTYPE DATA IN THE REPOSITORY145
- The Relationship Entity145
- The Relationship Key Attribute Entity147
- Changes to Column Entity for Relationship Information148
- Relationships and Hidden Subtypes149
- Extracting Relationship Data from the Data Modeling Tool159
- Editing Relationships174
- Pathways178
- Defining Subtypes183
- Conclusion185
- Chapter 11. POPULATING REFERENCE DATA IN THE REPOSITORY187
- Standards for Reference Data188
- Extending the Table Entity189
- Extending the Column Entity189
- Populating the Reference Data Metadata190
- Reference Data Default Values193
- Conclusion197
- Chapter 12. DEFINING BUSINESS PROCESSES AND RELATED INFORMATION199
- Extensions to Business Rules Repository200
- Business Processes202
- Business Process Step206
- Conclusion209
- Chapter 13. EXTENDING THE DATABASE211
- Limits of Database Extension213
- Adding New Columns to Existing Tables215
- Dealing with Database Administrators234
- Conclusion236
- Chapter 14. MANAGING THE DATABASE237
- Viewing the Database Tables238
- Detailed Record Display252
- Synchronizing the Database and Business Rules Repository263
- Conclusion277
- Chapter 15. IMPLEMENTING A SIMPLE BUSINESS RULE279
- Rules Definition Interface279
- Defining Rules for the Investment Screen281
- Basic Repository Design for Holding Business Rules Metadata282
- Accessing the Rules Definition Interface for Rule Type Required Screen Fields288
- Interface to Define Rule Type for Required Screen Fields290
- Preliminary Processing292
- Details of the Rule Definition Interface293
- Integrating the Business Rules into the Application Screen295
- Generating the Code298
- The Generated Code309
- When Should Code Be Generated?313
- Examples of Business Rules316
- Design Review321
- Conclusion321
- Chapter 16. MORE EDIT VALIDATION RULES, RULE COMPONENTS, AND RULE VERSIONS325
- Valid Datatypes for Screen Fields325
- Screen Fields Valid Ranges330
- Introducing Rule Components330
- Introducing Rule Versions335
- Implementing the Rule Type for Screen Fields Valid Ranges339
- Conclusion346
- Chapter 17. RULE TYPES FOR CHECKING REFERENTIAL INTEGRITY347
- Prevention of Duplicate Records349
- Referential Integrity for Dependent Records360
- Conclusion366
- Chapter 18. WORKING WITH BATCH PROCESSES: SETTING INDICATORS AND REFERENCE DATA CODE VALUES367
- Setting a Value for an Indicator368
- Setting a Reference Data Table Value395
- Conclusion404
- Chapter 19. IMPLEMENTING RULE TYPES USING RELATIONSHIPS AND SUBTYPES407
- Definition Interface for Pay Pro Rata from Fund to Investment410
- Understanding Rule Types412
- Code Generation for Pay Pro Rata from Fund to Investment414
- Using Subtypes in the Rule Type417
- Conclusion420
- Chapter 20. RULES WITH SUBTYPES AND BUSINESS METADATA421
- Calculate A Fee421
- Setting Up the Rule Type and Selecting a Target Column423
- The Rule Definition Interface424
- Repository Design Changes425
- Subtypes in Calculate A Fee427
- Conclusion427
- Chapter 21. DEBUGGING IN BUSINESS RULES ENGINES431
- Viewing Data431
- Logging Rules Activity433
- Implementing Logging436
- Control of Logging440
- Viewing the Log441
- Conclusion442
- Chapter 22. MANAGING THE BUSINESS RULES ENGINE443
- Rules Reports444
- Column Reports446
- Subtype Reports449
- Relationship Reports450
- Business-Specific Reporting451
- Conclusion453
- Appendix A. USING THE SAMPLE APPLICATION455
- Installing the Sample Application455
- Database Tables Relevant to the Business458
- The Menu System461
- Modules of the Sample Application464
- Forms of the Sample Application464
- Tables of the Business Rules Repository465
- Steps to Add New Rules for a New Rule Type465
- Resources and Further Reading471
- Index473
· This is the only book that demonstrates how to develop a business rules engine. Covers user requirements, data modeling, metadata, and more.
· A sample application is used throughout the book to illustrate concepts. The code for the sample application is available online at http://www.refdataportal.com.
· Includes conceptual overview chapters suitable for management-level readers, including general introduction, business justification, development and implementation considerations, and more.
· This is the only book that demonstrates how to develop a business rules engine. Covers user requirements, data modeling, metadata, and more.
· A sample application is used throughout the book to illustrate concepts. The code for the sample application is available online at http://www.refdataportal.com.
· Includes conceptual overview chapters suitable for management-level readers, including general introduction, business justification, development and implementation considerations, and more.
· A sample application is used throughout the book to illustrate concepts. The code for the sample application is available online at http://www.refdataportal.com.
· Includes conceptual overview chapters suitable for management-level readers, including general introduction, business justification, development and implementation considerations, and more.
· This is the only book that demonstrates how to develop a business rules engine. Covers user requirements, data modeling, metadata, and more.
· A sample application is used throughout the book to illustrate concepts. The code for the sample application is available online at http://www.refdataportal.com.
· Includes conceptual overview chapters suitable for management-level readers, including general introduction, business justification, development and implementation considerations, and more.