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| Foreword | |
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| Preface | |
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| Acknowledgments | |
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| About the Authors | |
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| Business Rule Basics | |
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| The Need for a Business Rules Approach | |
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| What Is a Business Rules Approach? | |
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| Advantages of Building Systems Using a Business Rules Approach | |
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| Barriers to a Business Rules Approach | |
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| The Role of Rules Technology | |
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| Applying the Business Rules Approach | |
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| Summary | |
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| Business Rule Concepts | |
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| Formally Defining Business Rules | |
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| Expressing Business Rules | |
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| An Alternate View of Business Rules | |
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| How Does a Business Rules System Differ from an Expert System? | |
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| How Do You Best Implement Rules? | |
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| Summary | |
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| Introduction to Business Rule Methodology | |
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| What Is a Business Rule Methodology? | |
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| Overview of Business Rules Methodology | |
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| Business Rule Methodology Tracks | |
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| Business Rule Methodology Phases | |
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| Summary | |
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| Getting Started On a Business Rules Project | |
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| Scoping for Success | |
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| What Is Scoping? | |
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| How Is Scoping Different in a Business Rules Approach? | |
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| What Is the Purpose of Scoping? | |
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| What Are the Deliverables of Scoping? | |
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| What Are the Steps in Scoping? | |
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| Summary | |
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| Project Planning with Business Rules | |
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| What Is Project Planning? | |
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| Sample Project Plan for the Scoping and Planning Phase | |
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| Deliverables for the Discovery Phase | |
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| Deliverables for the Analysis Phase | |
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| Deliverables for the Design Phase | |
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| A Project Plan for a Comprehensive Business Rule Project | |
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| Summary | |
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| Discovery | |
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| Discovering Initial Requirements | |
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| What Is the Discovery of Initial Requirements? | |
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| How Is Discovery of Initial Requirements Different for a Business Rules Approach? | |
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| What Is the Purpose of Discovering Initial Requirements? | |
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| What Are the Deliverables of Discovering Initial Requirements? | |
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| What Are the Steps in Discovering Initial Requirements? | |
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| Considerations for Iterative and Parallel Systems Development | |
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| Summary | |
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| Discovering Rules and Data | |
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| What Is the Discovery of Rules and Data? | |
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| How Is Rule and Data Discovery Different for a Business Rules Approach? | |
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| What Is the Purpose of Discovering Rules and Data? | |
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| What Are the Deliverables from Rule and Data Discovery? | |
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| What Are the Steps in Rule and Data Discovery? | |
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| Considerations for Iterative and Parallel Systems Development | |
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| Summary | |
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| Discovering Rules through Facilitated Sessions | |
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| What Is a Facilitated Rule Discovery Session? | |
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| How Is a Facilitated Session Different for Rule Discovery? | |
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| What Is the Purpose of a Facilitated Rule Discovery Session? | |
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| What Are the Deliverables from a Facilitated Rule Discovery Session? | |
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| What Are the Steps In Planning and Conducting a Facilitated Rule Discovery Session? | |
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| Planning the Facilitated Rule Discovery Session | |
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| Conduct the Facilitated Rule Discovery Session | |
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| Complete Follow-up Activities | |
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| An Example of Planning a Facilitated Rule Discovery Session | |
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| Summary | |
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| Analysis | |
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| Analyzing Data | |
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| What Is Data Analysis? | |
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| How Is Data Analysis Different for a Business Rules Approach? | |
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| What Is the Purpose of Logical Data Modeling? | |
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| What Are the Deliverables of Data Analysis? | |
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| What Are the Steps in Building Skeletal Data Structure? | |
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| What Are the Steps for Defining the Integrity of the Skeletal Data Structure? | |
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| What Are the Steps for Adding Detail to the Data Structure? | |
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| What Are the Steps for Defining the Integrity of the Detailed Data Structure? | |
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| What Are the Steps for Stabilizing the Data Model for the Future? | |
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| When Is a Logical Data Model Complete? | |
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| What Are the Steps for Building the Rule-Enriched Logical Data Model? | |
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| Considerations for Iterative and Parallel Systems Development | |
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| Summary | |
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| Analyzing Rules | |
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| What Is Rule Analysis? | |
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| How Is Rule Analysis Different in a Business Rules Approach? | |
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| What Is the Purpose of Rule Analysis? | |
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| What Are the Deliverables of Rule Analysis? | |
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| What Are the Steps in Rule Analysis? | |
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| Considerations for Iterative and Parallel Systems Development | |
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| Summary | |
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| Analyzing Process | |
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| What Is Process Analysis? | |
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| How Is Process Analysis Different in a Business Rules Approach? | |
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| What Is the Purpose of Process Analysis? | |
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| What Are the Deliverables of Process Analysis? | |
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| What Are the Steps in the Analyzing Process? | |
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| Considerations for Iterative and Parallel Systems Development | |
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| Summary | |
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| Design | |
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| Designing for a Business Rules Approach | |
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| What Does It Mean to Design for a Business Rules System? | |
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| How Is the Design Effort Different for a Business Rules System? | |
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| What Is the Purpose of Design for a Business Rules System? | |
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| What Are the Deliverables of Business Rules System Design? | |
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| Rule Design Standards | |
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| How to Measure the Quality of Your Total Rule Design across Tiers | |
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| Overview of Basic Business Rules System Design | |
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| A Fast Path Business Rules Design Solution | |
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| A Most Common Business Rules Design Solution | |
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| Confirm the Architecture | |
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| Translate the Rules | |
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| Design for Rules | |
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| Tune the Design | |
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| Pull It All Together | |
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| Critical Success Factors in Designing a Business Rules System | |
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| Summary | |
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| Implementing Business Rule Systems Using Data-Change-Oriented Rules Products | |
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| Implementation in the USoft Environment | |
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| Implementation in the Versata Environment | |
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| Summary | |
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| Implementing Business Rule Systems Using Service-Oriented Products | |
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| Implementation in the HNC Software Environment | |
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| Implementation Using ILOG | |
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| Summary | |
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| Rule Management | |
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| What Is Rule Management? | |
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| How Is Rule Management Different for a Business Rules System? | |
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| Organizational Assets | |
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| Information as an Intellectual Asset | |
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| Rules as an Intellectual Asset | |
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| What Is the Purpose of Rule Management? | |
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| What Are the Deliverables of Rule Management? | |
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| What Are the Steps of Rule Management? | |
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| Scope Rule Management | |
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| Establish Rule Stewardship | |
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| Establish the Rule Repository | |
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| Establish Rule Management Processes | |
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| Summary | |
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| To Think About | |
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| References | |
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| Index | |