48174542-TIBCO-on-Event-Driven-BPM-0609(1)

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Rule- and Event-basedBPM

© 2005 TIBCO Software Inc. All Rights Reserved. Confidential and Proprietary.

"Berlin Semantic Web Day"at

Freie Universität Berlin,June 19th, 2009

Paul Vincent



Presenter

Paul Vincent:

CTO Business Rules and CEP, TIBCO Software “Quantum Leap” group

TIBCO Software Inc.:

Provides enterprise software that helps companies achieve service-oriented architecture (SOA) and business process management (BPM) success

© 2009 TIBCO Software Inc. All Rights Reserved. Confidential and Proprietary.2

Event distribution via high performance messages / message buses Event processing for business processes via BPM+

Event processing for real-time operations and analytics

Headquartered in Palo Alto, California

Over 3,000 customers and offices in 40 countries



TIBCO Background

EnterpriseVirtualized

‘05‘01

Event-basedintegration

IntroducedPub-Sub (RV)

Messa in‘90

History


Introduced “TheInformation Bus”

‘85Unificationof BPM and

SOA

‘99 ‘04

Software

Declared the“Real-TimeBusiness”

BusinessRoles for

EventProcessing

‘08



TIBCO Software Portfolio


P r o d u c t

Market Maturity

Foundation

-Messaging-SOA

-Web Portals-Workflow

-B2B and XML-AJAX

Growth

-CEP-MDM

-Cloud Services-Decision Mgmt

-Visual Analytics-Goal–based BPM-Service Virtualization

Ideas



BPM – Business Process Management

Business process management (BPM)

is the automation and coordination of the assets and tasks that makeup your business processes.

there are many types of business processes, involving

people and IT systems,

be internal or external to organizations,


e an repea a e or or eac s ua on.

in most business environments, processes constantly change, due to:

new business events and

different conditions.

non-static process definitions can use approaches such as: process assembly from pre-defined activities

rule-based process definition

template-based process definition



BPM Definition by Gartner

“BPM is a management practice that provides for governance of abusiness's process environment toward the goal of improvingagility and operational performance.”

“BPM is a structured approach employing methods, policies,metrics, management practices and software tools to manage andcontinuously optimize an organization's activities and processes”


evera ey ec no og es ena e s process con ro anmanagement:

Process modeling and simulation

Human task and interaction support

Collaboration Integration and system task support

Business activity monitoring and analytics

Optimization and predictive modeling

Business rules



Four Main Types of Business Processes

Process Characteristics Example processes Required features

System intensive Order fulfillment

Health Insurance Transactions

Straight thru processing

Integration tools

Transaction management

Partner profile mgmt

People intensive Claims processing

Employee on-boarding

Task list/workflow portal

UI development


Forms management

Decision intensive Underwriting insurance policies

Loan origination

Business rules engine

Business intelligence

Form intensive Contract management

Salary administration

Claims dispute resolution

Strong support for interactiveforms

Source: Forrester Research



Axiom #1


Events drive Processes



Business Processes today

Past: the domain of custom people-management applications, withcustom representations for any customization aspects

GOOD FOR: any type of process

PROBLEM: development cost, maintenance cost

Recently: the domain of BPM suites and BPMN modeling togetherwith SOA


GOOD FOR: orchestrated workflow processes (BPM) and services PROBLEM: dynamic processes / agility, control of processes, metrics

Now and near-future: Enterprise Business Processes:

NEED high performance / XTP deployment, for increase event flows

EXPLOIT workflow, SOA

INCORPORATE performance monitoring / BAM, complex events



Business Processes

d B P M Managed business processes / workflows

Service-oriented / shareable services


E

v e n t - b a s

e

Built-in KPI / metrics and performance monitoring - NEW

Complex event patterns and choreographies - NEW

Dynamic processes - NEW

Real-time performance - NEW



Event

Processes are part of Enterprise Event Processing

ComplexEvent Processing

Event Delivery/Grid- Enterprise Messaging


Processing- CEP HumanEvent Processing

- BPM / workflow

AutomatedEvent Processing

- SOA

Historic/Processed EventStorage - DBMS / DW

MDM

BI &Analytics



Event Processing viewpoint: business benefits

Manages synchronous and asynchronous (EDA) business events

Dynamically invoke appropriate workflows / processes / services

Built-in Business Activity Monitoring / KPI collections


E n t e r p r i s e M e s s a g i n g Enterprise Event Processing

BPM /Workflow

SOA /Services

Complex Event ProcessingEventCloud



Enterprise Business Processes

Process modeling is more than workflow /orchestrations: declarative (rule-based)processes have a role too

Complex and continuous eventprocessing paradigmsprovide real-time management and control

BusinessEvent Cloud


Enterprise requirements include highperformance event handling andappropriate infrastructure

EnterpriseEvent Processing

Workflows Services



Axiom #2


Complex Events drive Business



CEP and Processes

Event

Business Process [BPM]Complex

Event


IT Service [SOA]

rocess ng[CEP]

rocessTask

Service

continuous

eventprocessing

eventprocessing

simpleevent

servicing



Event Processing Components

Complex Event

Processing

EventFiltering

simpleevent

processing

simpleevent

servicing

SOA-based Event

Processing

Conventional

Services (SOA)

Human Event

Processing

BusinessMonitoring

(BAM)

complexevent

servicing


EventDistribution

e.g.MOM,WS-*

Services (BRE)

Data Services (DB/DW)

Detection

Event-basedDecisions

Workflow

(BPM)

BusinessReporting

(BI)

Automatedcontinuous event

processing

Manual informationsystems and

process automation

Automatedsynchronous event

processing



Example: Where CEP impacts BPMN models

Many process-drivingevents are in reality

abstract events

CEP identifies abstract events based on

Many process diagrams cannot easily handlecomplexities such as case-management, cross-

process inference rules, etc

Rules + events drive dynamic processes


patterns, t me, etc

Many exceptions are“cross process” and

based on patterns ofmultiple events

CEP monitors exception events

across processes & services

Monitoring process eventsfor business monitoring is

essential for processimprovement

CEP monitors performance events

across processes

BPMN chart from HPI BPMN1.1 poster - bpt.hpi.uni-potsdam.de



Axiom #3


Businesses already useEvent-driven BPM



BPM – Business Process Management

Business process management (BPM)

is the automation and coordination of the countless assets and tasks thatmake up your business processes.

there are many types of business processes. They can involve

people and IT systems,

be internal or external to organizations,

Controlling Business Processesand Services:

TIBCO iProcess for BPM

BPMN, workflow, workforms,simulation, queues, etc

Planned Business Processes:TIBCO iProcess Conductor

Event & Rule-based Processes:


e eas y mo e e an repea a e or vary or eac s ua on.

in most business environments, they are constantly changing, based on:

unique business events and

conditions.

includes such approaches as:

process assembly from pre-defined unit activities

rule-based process definition

template-based process definition

TIBCO BusinessEvents

Event-Rule driven state-based businessprocesses



Why add new Event, Rule features to BPM?

Rate of


Time



BPM Subtype:


Goal-Driven BPM



Process

Component

Library

iProcess Conductor Approach

For Each Request

Order PlanPlan


Repeating Process Components Repeating Process Components

Development

Order Plan

Execution



OrderRequest

4. Order PlanExecutionOrders

Installed BaseTech Product

Cat

3. Order PlanDevelopment

1. Store Order

Request

5. OrderComplete

iProcess Conductor example

3 types…• Manual• Template

• Automatic

OrderEntry

2 types available…• BPM-centric• Straight-through


2. Identify &Start

FulfillmentProcess

RulesOrder

Plan



BPM Plan Designer

Uses enhanced GANTT chart notation

Displays run-time status of plans

Capable of grouping plan tasks GANTT summary task notation

Possible to define dependencies from/to groups


es ng poss e o any eve

Possible to import order plan templates as groups

Browser based

Used for Manual Order Plan Development



An example Order Plan

Process Component

This maps to underlying BPMprocess


The Orchestration component is

agnostic of the underlying processengine.

Milestone

The synchronisationpoints within process

componentsDependency

The linkage between process

components. Information mayflow through dependencies

Critical path

The longest path through aplan. Defines the projectedend date/time of the plan



Goal-Driven Business Processes

Process modeling is more than workflow /orchestrations

Goal-driven business processesrequire change flexibility as business datachanges (and goals change)

Enterprise requirements include flexible

Requests& Changes


decision support and automated processsupport Goal-BasedPlans

WorkflowTasks

Rule-drivenServices



Goal-Driven Process Components + events + rules

StartEvents

Chan e

DecisionProcessing

Plan Selectionrules

Goal-driven

Plans

Plans

Dynamic


Events

BusinessProcesses

andServices

Business ProcessEngine

workflow flows

SOA Services

service flows

Plansan u ng

rules

Rule-based

automatedprocesses



iProcess Conductor + Rule-driven Events

iProcess Conductor

TIBCO

SemanticModeler

TIBCO BusinessEvents Workbench

StateModeler

Event Management,Correlation, Aggregation,

Inferencing and Analysis

Rules, Knowledge,Patterns, Models

OptimisedOrder PlanOptimisedOrder Plan


Product Definitions Service Image Order Content

Collection

Normalized Data

Metadata

Repository

BusinessEvents

Inference Engine

Rule EditorFormulaEditor

Collaborative

Integration

Contextual

Integration

Normalization

Activity

History





BPM Subtype


Event+Rule Driven BPM



Real-time Dynamic Business Processes

Overcomes Traditional-BPM challenges

Targeted at static processes: routing gets complicated, quickly

Not declarative: sequence flow only

Doesn’t handle continuous/parallel event patterns

Large process diagrams are difficult to manage

Difficult to handle exceptions


Solution Use BPMN for process fragments

Manage cases etc via state models

Declarative rule-based control over process selection / reselection / general rules / exceptions

Use APPROPRIATE execution engine

Rule/state engine for declarative / dynamic processes

BPM engine for workflow management



The Event-Decision Architecture


Flexible SOA and Event-Driven Architecture



Event-based Business Processes

1. Single, multiple and continuous event processing

Enterprise Event Processing


Includes filtering / cleansing / routing of events

2. State management for assets

Simple or complex state models that can drive state-dependent rules, workflows etc

3. Rule processing

High performance declarative decisions

4. Multiple event channels

Integrations with all other system type including ERP, CRM, BPM, etc



Event-Based Process Components

Enterprise

EventSources

Enterprise

Complex EventProcessingFramework

SupportingProcesses

andServices

Event ProcessingAgents

rules


venConsumers

Business ProcessManagement

workflow flows

SOA Services

service flows

Event Processing

Agents

other

Event ProcessingAgents

stream queries

Event Processing

Agents

states



TIBCO BusinessEvents & Event-driven Processes

iProcess BPM

TIBCO

SemanticModeler

TIBCO BusinessEvents Workbench

StateModeler

Event Management,Correlation, Aggregation,

Inferencing and Analysis

Rules, Knowledge,Patterns, Models

OptimisedProcessesOptimisedProcesses


Workflow Events CRM Events Other Business Events

Events

Metadata

Repository

BusinessEvents

CEP Engine

Rule EditorFormulaEditor

Collaborative

Integration

Contextual

Integration

Activity

History



Axiom #4


BPM covers many disciplines



Related field: Case Management

Case management: dealing with multiple business processes tohandle individual cases

Example: what departments and processes are involved

when a baby is born? What if the baby emigrates shortly afterwards?

BPM is often involved in manipulating cases

HOWEVER often events will cause new processes to change


Example: after submitting a job application, an applicant has a

change of address?

Case Management involves selection and interruption of multiplebusiness processes, based on business rules and incomingevents

Ref: OMG Case Management RFP Proposal, June 2009



Related field: Decision Management

Decision management: managing decisions as re-usable tasks(process) / services

Example: does this customer a good risk / have a good risk score?

BPM works alongside decision management

Example: BPMS are often sold with a separate associated BRMS

Decision Mana ement also involves business maintenance of


operational decisions, data mining / analytics / solvers to find“best decisions”

Ref: OMG Decision Management and Notation RFP Proposal, est.

Sept 2009



TIBCO terms this collection of abilities: BPM+

BPM+ is the ability toaptly handle…

Any type of process

From People-

& All of the processFrom To

ThoughOptimiz-


To System-Intensive processes

ation



BPM+: BPM

Increaseoperational

efficiency andeffectiveness

Business

Optimization

Business

ProcessManagement


Orchestrate executionof tasks for controland scalability.

Process Modeling

Process Execution

Process Monitoring

Rules

Process Analytics

Service-Oriented

Architecture



BPM+ areas

iProcess ConductoriProcess Decisions

iProcess EngineBPM Forms


Business

Studio

TIBCO

Spotfire

iProcess

Analytics

BPM SOA



BPM+: SOA

Infrastructure forreusable componentsand services.

Services Development

Web Services Delivery

Services Management

Application Integration

Business

Optimization

Business

ProcessManagement


Trading Partner

Management Data Integration

Enterprise Service Bus

Messaging

Accelerate projects,initiatives, and

go-to-market cycles

Service-Oriented

Architecture



BPM+: Separation of process and IT integration

BPM “Processes”

Long-running

End-to-End

Human-to-Human

System-to-SystemHuman-to-System

Complex Flow Patterns Loops, Joins, Splits,


SOA “Processes” Short-lived (seconds) System-to-System only Typically Highly Sequential Strong Error Handling,

Mapping, Transformations,etc.

Withdraws, etc.

Business Rules, Deadlines,Priorities, Escalations, etc.

BPM B i O ti i ti



Improveoperational visibility,

collaboration andability to

be proactive

BPM+: Business Optimization

Business

Optimization

Business

ProcessManagement


Distributing andleveraging informationfor effective action.

Employee, Customerand Partner Portals

OperationalMonitoring, Alertingand Dashboards

Event Correlation

Service-Oriented

Architecture



Axiom #5


Semantic Opportunitiesextend beyond rules + events

Semantic Assumptions (1)




Most BPM processing uses conventional, “fixed”IT models

Knowledge mapped to structured object-oriented structures that run in JVM

etc efficiently: changes require recompilation

Moving to knowledge-based models (e.g. RDF data) for existingapplications is too expensive (abstraction, runtime, performance)


New IT management capabilities sometimes use RDF/OWL to support

dynamic enterprise views & reduce application change time





Knowledge-based solutions may be most valuable when dealingwith change / changeable entities / discovery or where flexibility is

essential

Business intelligence / discovery activities

Complex cross-domain / cross-organizational information-based service


delivery

Software system development and maintenance





Semantics are mitigated today (in conventional IT systems)through techniques like

Declarative production rules

Business-level BPMN diagrams

Event driven flexible architecture considered a subt e of SOA






Semantics help in the “software system – person” boundaries, to

augment conventional approaches,

increase scalability of rule sets, or

where reuse potential is high


Semantic Definitions



Semantic Definitions

An ontology specifies a rich, updatable and verifiable description of the

Terminology, concepts, nomenclature

Properties explicitly defining concepts

Relations among concepts (hierarchical and lattice) Rules to distinguish concepts, refining definitions and relations (constraints, restrictions,

regular expressions)

relevant to a particular domain or area of interest.


Ontologies versus IT Models W3C



Ontologies versus IT Models

Formal

OntologyUML

ODM

W3C

OWL


IT levels of ontology support

UML

Class

UML

Event UML

PRR

Queries

UML

State

Ontologies driving Event Processing (1)




Event Model and Concept Modelfor static event and concept relationships

State Modelfor dynamic, time-based concept lifecycles

UML

Class

UML

Event

UML

State

Formal Ontology

UML

ODM

OWL

Object and event,inheritance,

containment, &

reference

Knowledge of

classificationchanges

over timeKnowledge of

constrained sets,

collection


Query Modelfor sets and windows of events and

concepts

Rule Modelfor patterns of events and concepts

Decision Modelfor managed decision tables

UML

PRR

definitions;

May changeover time

Knowledge of filtered behaviors

across sets,

including

dynamic

classifications




UML

ODM

OWL


Event Model and Concept Modelfor static event and concept relationships

State Modelfor dynamic, time-based concept lifecycles

UML

Class

UML

Event

UML

State

Formal

Ontology

Semantic processing of

event information,

leading to

•


Query Modelfor sets and windows of events and

concepts

Rule Modelfor patterns of events and concepts

Decision Modelfor managed decision tables

UML

PRR

,

• new classifications,

• updated / new set

definitions,

• updated / new

production rules,

• updated / newdecisions

Semantic CEP Architecture example



Semantic Agent

Event

Sources

u s

Business Event

Meta-PatternsKB

Trend KB

Update Logic

Trend Analysis& Machine Learning

Event Reclassification

& Re-aggregation


CEP

Event

Consumers

HistoryEvent

Bus E v

e n t

State Engine

InferenceRule Engine Rulebase

State Model

QueriesQuery Engine

Example Semantic CEP roles



p

Update object model and associated metadata(time to live, history depth, etc)

Update rule parameters

(new / revised classes and subclasses to look for,attribute ranges that are significant, etc)

Update state model


(transition rule values,

wait times for missing events,new conditions,eliminate invalidated states, etc)



Thank You!

Read more athttp://tibcoblogs.com/cep

© 2005 TIBCO Software Inc. All Rights Reserved. Confidential and Proprietary.

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