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Rulebase Architecture Rolando Hernandez Enterprise Rules Architect Enterprise Rules Architect CEO, BIZRULES [email protected] www.BizRules.com www.VisibleKnowledge.com 1 Copyright © 2008 BIZRULES

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On enterprise rules integration. enterprise rules architecture, and the Zachman enterprise architecture framework. (NOTE: Download the file and start Powerpoint to see high quality graphics; the slideshare viewer messes up some of the graphics)

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Page 1: Rulebase Architecture

Rulebase Architecture

Rolando HernandezEnterprise Rules ArchitectEnterprise Rules Architect

CEO, [email protected]

www.BizRules.comwww.VisibleKnowledge.com

1Copyright © 2008 BIZRULES

Page 2: Rulebase Architecture

Data Terms FactsRules

Enterprise Rules Integration

Process/Code

Ruleset Rulebase HierarchyRuleset Rulebase Hierarchy

2Copyright © 2008 BIZRULES

Page 3: Rulebase Architecture

Enterprise Rules Architecture

3Copyright © 2008 BIZRULES

Page 4: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

DATA FUNCTION NETWORK MOTIVATIONTIMEPEOPLEWhat How Where Who When Why

TMEnterprise Architecture – A FrameworkTM

SCOPE(CONTEXTUAL)

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

List of Locations in which the Business Operates

Node = Major BusinessLocation

Planner

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

List of Organizations

People = Major Organizations Planner

to the BusinessImportant to the Business

y

SCOPE(CONTEXTUAL)

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

e.g. Semantic Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

e.g. Business Process Model

Proc. = Business ProcessI/O = Business Resources

e.g. Business Logistics System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMe.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

e.g. Master Schedule

Time = Business EventCycle = Business Cycle

e.g. Work Flow Model

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

A hit t

e.g. Business Plan

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

(PHYSICAL)

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

(PHYSICAL)

DETAILEDREPRESEN- TATIONS(OUT OF

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

(PHYSICAL)

DETAILEDREPRESEN-

TATIONS (OUT-OF

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

(OUT OF CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION

John A Zachman Zachman International (810) 231-0531

e.g. STRATEGYENTERPRISE

Enterprise Architecture – A Framework™ 

4Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231 0531Reprinted by permission – www.zifa.com©John A. Zachman, Zachman International (810) 231‐0531

Page 5: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMEnterprise Architecture – A Framework TMComplete “Data Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

5Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 6: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMEnterprise Architecture – A Framework TMComplete “Business Process Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

6Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 7: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMComplete “Business Rule Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

7Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 8: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMObject Oriented Modeling (UML; Use Cases)

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

8Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 9: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMStructured Methods Modeling

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

9Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 10: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMEnterprise Architecture – A Framework TMComplete “Business Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

10Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 11: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMEnterprise Architecture – A Framework TMComplete “System Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

11Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 12: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMEnterprise Architecture – A Framework TMComplete “Technology Model” Architecture

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

12Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 13: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMTMUse a rules architecture to align decisions with rules, policies, and regulations

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

ManagementIntention

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Description

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

Architecture

Definition

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

Specification

S

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

System Implementation

Execution (Enterprise Decision)

13Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 14: Rulebase Architecture

ENTERPRISE ARCHITECTURE - A FRAMEWORK

SCOPE

DATA FUNCTION NETWORK

List of Things Important List of Processes the List of Locations in which

MOTIVATIONTIMEPEOPLE

List of Business Goals/StratList of Events SignificantList of Organizations

What How Where Who When Why

SCOPE

TMUse a rules architecture to align IT systems to business strategy

SCOPE(CONTEXTUAL)

ENTERPRISE e.g. Semantic Model

List of Things Importantto the Business

ENTITY = Class ofBusiness Thing

List of Processes theBusiness Performs

Function = Class ofBusiness Process

e.g. Business Process Model

List of Locations in which the Business Operates

Node = Major BusinessLocation

e.g. Business Logistics

Planner

ENTERPRISE

List of Business Goals/Strat

Ends/Means=Major Bus. Goal/Critical Success Factor

List of Events Significant

Time = Major Business Event

e.g. Master Schedule

List of Organizations

People = Major Organizations

e.g. Work Flow Model

Planner

to the BusinessImportant to the BusinessSCOPE

(CONTEXTUAL)

e.g. Business Plan

Mission & Goals/Objectives

St t & P li

Management Intention

MODEL(CONCEPTUAL)

ENTERPRISE

SYSTEMe.g. Logical Data Model

Ent = Business EntityReln = Business Relationship

e.g. Application Architecture

Proc. = Business ProcessI/O = Business Resources

System

Node = Business LocationLink = Business Linkage

e.g. Distributed SystemArchitecture

Owner

ENTERPRISEMODEL

(CONCEPTUAL)

SYSTEMO

e.g., Business Rule Model

End = Business ObjectiveMeans = Business Strategy

e.g. Processing Structure

Time = Business EventCycle = Business Cycle

People = Organization UnitWork = Work Product

e.g. Human Interface

Owner

Architecture

Strategy & Policy (Governing Rules)

Rulebase/Rulesets

Informal or Detailed Description

Designer

SYSTEMMODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Physical Data Model

Ent = Data EntityReln = Data Relationship I/O = User Views

Proc .= Application Function

e.g. System Design

Node = I/S Function(Processor, Storage, etc)Link = Line Characteristics

e.g. Technology Architecture

Architecture

Designer

MODEL(LOGICAL)

TECHNOLOGYMODEL

e.g. Rule Design

End = Structural AssertionMeans =Action AssertionCycle = Processing Cycle

Time = System Event

e.g. Control Structure

People = RoleWork = Deliverable

e.g. Presentation Architecture

ArchitectureRulebase/Rulesets(Textual/Decision Trees/Decision Tables)

Formal/Detailed Rules

Detailed Logical Definition

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

e.g. Data Definition

Ent = Segment/Table/etc.Reln = Pointer/Key/etc. I/O = Data Elements/Sets

Proc.= Computer Function

e.g. Program

Node = Hardware/SystemSoftware

Link = Line Specifications

e.g. Network Architecture

Builder

MODEL(PHYSICAL)

DETAILEDREPRESEN-

TATIONS

e.g. Rule Specification

End = ConditionMeans = ActionCycle = Component Cycle

Time = Execute

e.g. Timing Definition

People = UserWork = Screen Formate.g. Security Architecture

Formal/Detailed Rules(Textual/If…Then)

Source Code 

Detailed Technical Specification

e.g. DATA

TATIONS(OUT-OF- CONTEXT)

Sub-Contractor

FUNCTIONINGENTERPRISE

Ent = FieldReln = Address I/O = Control Block

Proc.= Language Stmt

e.g. FUNCTION

Node = AddressesLink = Protocols

e.g. NETWORK

TATIONS (OUT-OF

CONTEXT)

Sub-Contractor

FUNCTIONING

End = Sub-conditionMeans = StepCycle = Machine Cycle

Time = Interrupt

e.g. SCHEDULE

People = IdentityWork = Job

e.g. ORGANIZATION e.g. STRATEGYENTERPRISE

(Automated Rules)System Implementation

Enterprise Decision

14Copyright © 2008 BIZRULES

John A. Zachman, Zachman International (810) 231-0531Reprinted by permission – www.zifa.com

Enterprise Architecture – A Framework™ ©John A. Zachman, Zachman International (810) 231‐0531

Page 15: Rulebase Architecture

Why this is important

Rules steer business decisions

Rulebases store and share rules

Rule engines drive business strategy

Aligning IT systems to business strategy thru rules is a low risk high reward decision with huge benefits:

Agility

Cost

Time to MarketTime to Market

Personalization

Etc.

15Copyright © 2008 BIZRULES