What’s new in WebSphereOperational Decision Management?

Matt RobertsDecision Management Specialist

July 12th, 2012

IBM Operational Decision Management v8

� Manage business policies at scale

� Operationalize enterprise intelligence

� Enable social collaboration to manage and govern business change

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� To flexibly and reliably manage repeatable, automated decisions

� When decisions change frequently

� To increase straight-through-processing

� When decision services must be shared across systems

� To manage and govern large numbers of rules

� When real-time events require immediate actions

Apply Operational Decision Management…

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► Decision Management Defined

► Introducing WebSphere Operational Decision Management

► V7.5

Agenda

► V8.0

► WODM 8 Live Demonstration

► Summary

Internet

How Decision Management Works: Customer Acquisition

Make a personalized offer

Multi-channel quote requests

RespondDecideDetect

Customer good prospect, find best promotion

Customer requests series of quotes with increasing deductibles:

Insurance multi-channel customer acquisition

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Call Center

Agency

Trigger agent call back to assist

Seek clarification

Determine best product

Is customer gaming the system?

2 web quote requests and 1 direct contact in 3 days:

Same vehicle ID with different addresses on phone & Web request:

Event Correlations

DecisionsRulesEvents4

IF the enterprise value of Customer is GOLDTHEN the discount rate is 5%

IF the enterprise value of Customer is GOLD

IF the Total purchases of Account > $2,500 THEN the enterprise value of Customer is GOLD

= GOLD

= GOLD

What is a Business Decision?Complex combination of contextual and time-based rule artifacts

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IF the enterprise value of Customer is GOLDAND the Loyalty of Customer is LOW THEN the personalization action is “Call”ELSE the personalization action is “email”

IFpast occurrences the Customer returned a product

in the last 2 months is more than 3THEN classify Customer as a LOW LOYALTY Customer

= LOW LOYALTY

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Business Rules

Event Rules

� Basic to cross validations

� Derivations

Business Language for Rules and EventsA common framework for different types of business decisions

� Time based reasoning

� Missing events

Business Rule

IFthe age of driver is less than 25 andthe number of accidents of driver is at least 3THENthe driver is considered as a high risk driver

Event Rule

IFthe 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.

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� Derivations

� Computation

� Scoring

� Rating

� (etc.)

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� Missing events

� Synthetic events

� Dynamic context

� Late-binding

� (etc.)

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

Achieve clearer line-of-sight to business operations

Foster cross-functional and cross-divisional outcomes

Align business operations with strategic intent in the

Business Policies Built for Change vs. Built to LastThe Consumerization of Change through Visibility, Collaboration and Governance

� Easily readable business rules in natural language

� Testing and simulation to assess impact of rule changes

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cross-divisional outcomeswith strategic intent in the face of change

� Rule versioning and snapshots to safely and reliably change rules

� Auditability of changes to ensure traceability

� Social media style UI to tap into organizational business expertise

� Single repository for business and IT users to collaborate

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► Decision Management Defined

► Introducing WebSphere Operational Decision Management

► V7.5

Agenda

► V8.0

► WODM 8 Live Demonstration

► Summary

Many important changes since IMPACT 2011

• 2011 Autumn Launch – WebSphere Operational

Decision Management 7.5

• New product naming• New packaging• Portfolio simplification• Business Events integration• Multiple release Management

2 major releases in a year !!!!

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• IMPACT 2012– WebSphere Operational

Decision Management 8.0

• New Business Console• Social collaboration• R/E Integration improvements • Performance improvements

Introducing WebSphere Operational Decision Management

Situational Awareness

ContextualDecisions

WebSphere ILOG BRMS

WebSphere Business Events

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WebSphere Operational Decision Management

Your business decisions.

Delivered in real-time by technology. Made by your business experts.

WebSphere Decision Center

WebSphere Operational Decision Management

Decision Center Console

Decision Center

for Business Space

RuledocsRuledocs

Rule Solutions

for Office

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WebSphere Decision Server

SynchronizeSynchronizeSynchronizeSynchronize

DeployDeploy DeployDeploy

DeployDeployDeployDeploy

Event Execution

Runtime

Event Designer

Decision Center

Repository

Rule Execution

Server

Rule Designer

A Simplified Product Portfolio

• Rule Solutions for Office– Shipped in WebSphere Decision

Center

• Decision Validation Services

Only 2 orderable product components: Decision Center and Decision Server

WebSphere Decision Center

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• Decision Validation Services– Now part of Decision Center and

Decision Server

• Scorecards Modeler– Now part of the Rule Designer

inside Decision Server

• Rules for COBOL– Now part of WebSphere Decision

Server

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WebSphere Decision Server

Rules for COBOL

Multiple Release Management

� 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

Greater flexibility for deploying business decisions

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Easily implement changes in distinct versions and better control how to merge them across different releases

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IBM Operational Decision Management

Rule Solutions for Office

Decision Center Versioned Assets

Manage

Define Update

Social

Decision Center for Business Space Business Console

Enterprise Console

Access and ControlDecision Artifacts

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Rule DesignerEvent Designer

Rule Execution Event Execution Decision Monitoring Connectors

Decision ServerConsole

Design Monitor

Decision Server

Deploy Measure

VisibilityCollaborationGovernance

Define Update

Web Services – API - GUI

DevicesEnterpriseApplication

POS BPM CRM

Using the Library to access the business rule projectsSimpler Access to the Decision Repository

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New ribbon icons identify projects created since last log-in

Improved Governance with Project SnapshotsTake a project snapshot and retrieve it when required

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Snapshots allows to take a picture of a project and to restore it at the exact

same state when required

Snapshots allows to take a picture of a project and to restore it at the exact

same state when required

Natural language syntax

Automatic completion

Using the Business Console for rule editingIntelligent Rule Editor

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Automatic completion

Inline error detection

� New import wizards to access predefined business events

� New emit action available in the rule vocabulary

Extends the scope of rule actions with integrated business events triggeringRules Emitting Events

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� Direct event triggering from the action part of the business rule

�New connection wizard to populate event models from rule projects

�Event-side object model extended with a new rulesetinvocation action

Seamless rules integration with events for direct rule set invocation

Events Invoking Rules

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invocation action

�Rulesets are directly invokedfrom within an event action

The Activity StreamEnabling social media style communication and maintaining awareness

Automatic notification

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The Activity Stream combines team member comments and automatic change notifications

The Activity Stream combines team member comments and automatic change notifications

Social communication post

The list of followed items is accessible from the main view

in one click

The list of followed items is accessible from the main view

in one click

Followed Items ListAny followed item is easy to view and access

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Detailed information is accessible with a simple mouse over action

The list of followed items is automatically updated as soon as the user subscribes to a new artifact

New Search CapabilityRapidly locate a business artifact in a project

Search items are highlighted in

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With the new Search feature, business rules can be located without requiring knowledge of

the project organization

With the new Search feature, business rules can be located without requiring knowledge of

the project organization

Search items are highlighted in the results

Search can return rules, tables and folders

Visualizing change historyIntuitive Timeline for Business Rules and Decision Tables

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The Timeline provides a graphical way to visualize rule

history and track changes

The Timeline provides a graphical way to visualize rule

history and track changes

Intuitive time navigation

View and revert to a specific rule version in one click

Comments document each new release

Intuitive time navigation

Testing and Simulation for Large Scale Data

� Support parallel processing with Multi-core processors

� Flexible APIs for data partitioning and

Testing and Simulation performance for large scale data processing

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� Flexible APIs for data partitioning and KPIs aggregation

� Able to process millions of records a day

What’s New in IBM ODM for z/OS V8.0

� 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

Integration and control enhancements

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� Rule execution support for IMS batch processing regions allowing natural decision invocation

� zRES topology enhancements for multiple stand alone server configurations

► Decision Management Defined

► Introducing WebSphere Operational Decision Management

► V7.5

Agenda

► V8.0

► WODM 8 Live Demonstration

► Summary

Key Takeaways

Adapt to change with increased speed & agility

Intuitive natural language for specifying rules and events

Align business units and IT with

WebSphere Operational Decision ManagementManagement

Your business decisions.Your business decisions.

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enhanced visibility & governance

Integrated repository for reliable versioning and change control

Act in real-time with high performance & reliabilityRobust runtime for mission-critical deployment

Made by your business experts.

Delivered in real-time by technology.

Made by your business experts.

Delivered in real-time by technology.

Questions?

Matthew RobertsDecision & Process Management SpecialistIBM Software Group

E: matthew.roberts@uk.ibm.comM: +44 7785 774 244

See IBM Operational Decision Management in Action

Learn what’s possible with a Discovery Workshop

Ask your sales representative to see the solution live

On-site workshop with business and IT stakeholders to evaluate the applicability of

Next Steps

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Implement a real project in 10 weeks with a Quick Win Pilot

Discovery Workshop Business Rules and Business Events for your project

Demonstrate immediate value to your LOB end-users with your first ‘Quick Win’ in 10 weeks

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Copyright and Trademarks

© IBM Corporation 2012. All Rights Reserved.

IBM, the IBM logo, ibm.com are trademarks or registered trademarks of International Business Machines Corp.,

registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other

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the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml.