TIBCO On Event Driven BPM 0609

Rule- and Event-based
BPM
"Berlin Semantic Web Day"

at
Freie Universität Berlin,
June 19th, 2009
Paul Vincent
© 2005 TIBCO Software Inc. All Rights Reserved. Confidential and Proprietary.
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
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
2 © 2009 TIBCO Software Inc. All Rights Reserved. Confidential and Proprietary.
TIBCO Background
History
Introduced Event-based Enterprise
Pub-Sub (RV) integration Virtualized
‘90 Messaging ‘01 ‘05 SOA
Software
Business
‘85 ‘99 ‘04 ‘08
Introduced “The Declared the Unification Roles for
Information Bus” “Real-Time of BPM and Event
Business” SOA Processing
TIBCO Software Portfolio
Products
-Messaging
-SOA
-CEP -Web Portals
-MDM -Workflow
-Cloud Services -B2B and XML
-Decision Mgmt -AJAX
-Visual Analytics
-Goal–based BPM
-Service Virtualization
Ideas Growth Foundation
Market Maturity
BPM – Business Process Management
Business process management (BPM)

is the automation and coordination of the assets and tasks that make
up your business processes.
there are many types of business processes, involving
people and IT systems,
be internal or external to organizations,
be easily modeled and repeatable or vary for each situation.
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 a

business's process environment toward the goal of improving
agility and operational performance.”
“BPM is a structured approach employing methods, policies,
metrics, management practices and software tools to manage and
continuously optimize an organization's activities and processes”
Several Key Technologies enable this process control and
management:
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 Integration tools
Health Insurance Transactions Transaction management
Straight thru processing Partner profile mgmt
People intensive Claims processing Task list/workflow portal

Employee on-boarding UI development
Organization management
Forms management
Decision intensive Underwriting insurance policies Business rules engine

Loan origination Business intelligence
Form intensive Contract management Strong support for interactive

forms
Salary administration
Claims dispute resolution
Source: Forrester Research
Axiom #1
Events drive Processes
Business Processes today
Past: the domain of custom people-management applications, with

custom 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 together
with 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
based BPM
Managed business processes / workflows

Service-oriented / shareable services
Event-based
Flexible business logic / business rules

Built-in KPI / metrics and performance monitoring - NEW
Complex event patterns and choreographies - NEW
Dynamic processes - NEW
Real-time performance - NEW
Processes are part of Enterprise Event Processing
Event Delivery/Grid
- Enterprise Messaging
Complex
Event Processing
Event
- CEP
Processing Human
Event Processing
Automated
Event Processing - BPM / workflow
MDM
- SOA
Historic/Processed Event
Storage - DBMS / DW 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
Enterprise Messaging
Enterprise Event Processing
Event Complex Event Processing

Cloud
BPM / SOA /
Workflow Services
Enterprise Business Processes
Process modeling is more than workflow /

orchestrations: declarative (rule-based)
processes have a role too
Business
Complex and continuous event Event Cloud
processing paradigms
provide real-time management and control
Enterprise requirements include high
Enterprise
performance event handling and Event Processing
appropriate infrastructure
Workflows Services
Axiom #2
Complex Events drive Business
CEP and Processes
Event
Complex
Event Business Process [BPM]
Processing Process simple
[CEP] Task event
processing
continuous
event
processing IT Service [SOA]
simple
Service event
servicing
Event Processing Components
complex simple simple
event event event
servicing servicing processing
Complex Human SOA-based

Event Event Event
Processing Processing Processing
Event Business Conventional

Filtering Monitoring Services
(BAM) (SOA)
Events Event Pattern Decision

Detection Workflow
Services
(BPM)
(BRE)
Event-based
Business Data
Decisions
Reporting Services
Event (BI) (DB/DW)
Distribution
Automated Manual information Automated

e.g. continuous event systems and synchronous event
MOM, processing process automation processing
WS-*
Example: Where CEP impacts BPMN models
Many process-driving Many process diagrams cannot easily handle

events are in reality complexities such as case-management, cross-
abstract events process inference rules, etc
CEP identifies abstract Rules + events drive dynamic processes

events based on
patterns, time, etc
Monitoring process events

Many exceptions are
for business monitoring is
“cross process” and
essential for process
based on patterns of
improvement
multiple events
CEP monitors CEP monitors

exception events performance events
across across
processes & services processes
17 BPMN chart from HPI BPMN1.1 poster - bpt.hpi.uni-potsdam.de

Axiom #3
Businesses already use

Event-driven BPM
BPM – Business Process Management
Controlling
Business process management (BPM) Business Processes
and Services:
is the automation and coordination of the countless assets and tasks that
make up your business processes. TIBCO iProcess for BPM
there are many types of businessPlanned
processes. Business Processes:
They can involve
people and IT systems, TIBCO iProcess Conductor
BPMN, workflow, workforms,
be internal or external to organizations,
simulation, queues, etc
Event
be easily modeled and repeatable
& Rule-based
Goal-driven plan-based
or vary for each
Processes:
situation. BPM
in most business environments, they are constantly changing, based on:
TIBCO BusinessEvents
unique business events and
conditions. Event-Rule driven state-based business
processes
includes such approaches as:
process assembly from pre-defined unit activities
rule-based process definition
template-based process definition
Why add new Event, Rule features to BPM?
Rate of
change
Time
BPM Subtype:
Goal-Driven BPM
iProcess Conductor Approach
Process For Each Request

Component
Library
Order Plan
Plan
Development
Repeating Process Components
Order Plan
Execution
iProcess Conductor example
2 types available… 3 types…

Order Installed Base
• BPM-centric
Tech Product
Cat • Manual
Entry • Straight-through • Template
1. Store Order
Request • Automatic
Order 4. Order Plan 5. Order
3. Order Plan
Request Orders Execution Complete
Development
2. Identify & Order

Rules Start
Fulfillment Plan
Process
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
Nesting possible to any level
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 BPM

process
The Orchestration component is
agnosticMilestone
of the underlying process
engine.
The synchronisation
points within process
Dependency
components
Critical path
The linkage between process
The longest path components.
through a Information may
flow through dependencies
plan. Defines the projected
end date/time of the plan
Goal-Driven Business Processes
Process modeling is more than workflow /

orchestrations
Goal-driven business processes Requests
require change flexibility as business data & Changes
changes (and goals change)
Enterprise requirements include flexible
decision support and automated process
Goal-Based
support Plans
Workflow Rule-driven
Tasks Services
Goal-Driven Process Components + events + rules
Decision Goal-driven
Processing Plans
Start
Events
Plan Selection Plans
rules
Change Dynamic
Plan Building Templates Manual
Events Plans
rules
Business
Rule-based Business Process Processes
automated Engine and
processes Services
workflow flows
SOA Services
service flows
iProcess Conductor + Rule-driven Events
Optimised
iProcess Conductor
Order Plan
Event Management,
Rules, Knowledge,
Correlation, Aggregation, Patterns, Models TIBCO BusinessEvents Workbench
Inferencing and Analysis
Semantic State
Modeler Modeler
TIBCO
Activity BusinessEvents Metadata Collaborative Contextual
History Inference Engine Repository Integration Integration
Formula
Rule Editor
Editor
Normalized Data
Collection Normalization
Product Definitions Service Image Order Content
iProcess Conductor in Operation: Fulfilment
Order
Using storedidentify
a Rule, in and
Order repository
start correct fulfilment TIBCO
process Orders Rules Order PlanTemplateiProcess
chosen
Order
Request Order line status updated using selection
Templates Rule
Conductor
as Process Components + BE
Instantiate selected order plan
complete
Process decides that it
Static BPM e.g.Orchestrator
and adds process components
is ready for dynamic
feasibility to BPM layer
part (Order Plan
Development)
Consult Order Plan and starts
Dyn Consult Order Plan
TIBCO again and
BPM
first Process Component in
Fulfilment Process issue nextBPM
startlayer
message, until
Plan is complete
Alternatives are Process
Manual or Automatic BPM engine executes Process
Component
Component. Last stepVersions
is status
message
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
Enterprise Event Processing
1. Single, multiple and continuous 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
Complex Event
Processing
Enterprise Framework
Event
Sources
Event Processing
Agents
Supporting
Processes
rules
Enterprise and
Event Services
Event Processing
Consumers Agents Business Process
Management
states
workflow flows
Event Processing
Agents SOA Services
stream queries
service flows
Event Processing
Agents
other
TIBCO BusinessEvents & Event-driven Processes
Optimised
iProcess BPM
Processes
Event Management,
Rules, Knowledge,
Correlation, Aggregation, Patterns, Models TIBCO BusinessEvents Workbench
Inferencing and Analysis
Semantic State
Modeler Modeler
TIBCO
Activity BusinessEvents Metadata Collaborative Contextual
History CEP Engine Repository Integration Integration
Formula
Rule Editor
Editor
Events
Workflow Events CRM Events Other Business Events
Axiom #4
BPM covers many disciplines
Related field: Case Management
Case management: dealing with multiple business processes to

handle 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 multiple
business processes, based on business rules and incoming
events
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 Management 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 to

aptly handle…
Any type of process
& All of the process From To
Though
From People-
Optimiz-
Design Execution Intensive processes
ation
To System-
Intensive processes
BPM+: BPM
Increase
Business Business
operational Process
efficiency and Optimization
Management
effectiveness
Service-
Orchestrate execution Oriented
of tasks for control Architecture
and scalability.
Process Modeling
Process Execution
Process Monitoring
Rules
Process Analytics
BPM+ areas
iProcess Conductor iProcess Engine

iProcess Decisions BPM Forms
Business TIBCO
Studio Spotfire
iProcess
Analytics
BPM+: SOA
Infrastructure for
reusable components
and services.
Business Business
Process Services Development
Optimization
Management Web Services Delivery
Services Management
Application Integration
Trading Partner
Service- Management
Oriented Data Integration
Architecture Enterprise Service Bus
Messaging
Accelerate projects,
initiatives, and
go-to-market cycles
BPM+: Separation of process and IT integration
BPM “Processes”
Long-running
End-to-End
Human-to-Human
System-to-System
Human-to-System
Complex Flow Patterns
Loops, Joins, Splits,
Withdraws, etc.
Business Rules, Deadlines,
Priorities, Escalations, etc.
SOA “Processes”
Short-lived (seconds)
System-to-System only
Typically Highly Sequential
Strong Error Handling,
Mapping, Transformations,
etc.
BPM+: Business Optimization
Improve
Business Business operational visibility,
Process collaboration and
Optimization
Management
ability to
be proactive
Service-
Oriented Distributing and
Architecture leveraging information
for effective action.
Employee, Customer
and Partner Portals
Operational
Monitoring, Alerting
and Dashboards
Event Correlation
Axiom #5
Semantic Opportunities
extend 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 existing
applications is too expensive (abstraction, runtime, performance)
New IT management capabilities sometimes use RDF/OWL to support
dynamic enterprise views & reduce application change time
4
Knowledge-based solutions may be most valuable when dealing

with 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
4
Semantics are mitigated today (in conventional IT systems)

through techniques like
Declarative production rules
Business-level BPMN diagrams
Event driven (flexible) architecture (considered a subtype of SOA)
4
Semantics help in the “software system – person” boundaries, to

augment conventional approaches,
increase scalability of rule sets, or
where reuse potential is high
4
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
OWL
Formal UML
Ontology ODM
UML UML
IT levelsEvent
Class of
ontology support UML
PRR
UML
State Queries
5
Ontologies driving Event Processing (1)
OWL UML
Object and event,
Formal
inheritance,
OntologyODM
containment, &
reference UML UML
Event Model and Concept Model
Class Event
for static event andofconcept relationships
Knowledge
classification
changes Knowledge of UML
State
over time Model
constrained sets, State
for dynamic, time-based concept
collection lifecycles
definitions;
MayModel
Query change Knowledge of
over time
for sets and windows of events and
filtered behaviors
concepts across sets,
including
dynamic
UML
Rule Model classifications
PRR
for patterns of events and concepts
Decision Model
for managed decision tables
Ontologies driving Event Processing (2)
OWL UML
ODM
Formal
Ontology
UML UML
Event Model and Concept Model
Class Event
for static event and conceptSemantic
relationships
processing of
event information,
leading UML
to
State Model
State
for dynamic, time-based concept lifecycles
• new event subtypes,
• new classifications,
Query Model
• updated / new set
for sets and windows of events and
definitions,
concepts • updated / new
production rules,
UML
Rule• Model
updated / new
PRR
for patterns of events and
decisionsconcepts
Decision Model
for managed decision tables
Semantic CEP Architecture example
Business Event Semantic Agent

Meta-Patterns Event Reclassification
KB & Re-aggregation
Event Trend KB
Sources Trend Analysis
& Machine Learning
Update Logic
Event Bus
Event
Event History
Bus
CEP
State Engine
State Model
Event
Consumers Inference
Rule Engine
Rulebase
Query Engine
Queries
5
Example Semantic CEP roles
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)
5
Thank You!
Read more at
http://tibcoblogs.com/cep
Download free
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at www.tibco.com
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Rule- and Event-based

"Berlin Semantic Web Day"

TIBCO Software Inc.:

Business process management (BPM)

“BPM is a management practice that provides for governance of a

Process Characteristics Example processes Required features

People intensive Claims processing Task list/workflow portal

Decision intensive Underwriting insurance policies Business rules engine

Form intensive Contract management Strong support for interactive

Events drive Processes

Past: the domain of custom people-management applications, with

Now and near-future: Enterprise Business Processes:

Managed business processes / workflows

Flexible business logic / business rules

Manages synchronous and asynchronous (EDA) business events

Event Complex Event Processing

Process modeling is more than workflow /

Complex Events drive Business

Complex Human SOA-based

Event Business Conventional

Events Event Pattern Decision

Automated Manual information Automated

Many process-driving Many process diagrams cannot easily handle

CEP identifies abstract Rules + events drive dynamic processes

Monitoring process events

CEP monitors CEP monitors

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

Businesses already use

Process For Each Request

Repeating Process Components

2 types available… 3 types…

2. Identify & Order

Uses enhanced GANTT chart notation

This maps to underlying BPM

Process modeling is more than workflow /

Product Definitions Service Image Order Content

Overcomes Traditional-BPM challenges

Flexible SOA and Event-Driven Architecture

Enterprise Event Processing

1. Single, multiple and continuous event processing

2. State management for assets

4. Multiple event channels

Workflow Events CRM Events Other Business Events

BPM covers many disciplines

Case management: dealing with multiple business processes to

Ref: OMG Case Management RFP Proposal, June 2009

Decision management: managing decisions as re-usable tasks

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

BPM+ is the ability to

iProcess Conductor iProcess Engine

Most BPM processing uses conventional, “fixed”

Knowledge-based solutions may be most valuable when dealing

Semantics are mitigated today (in conventional IT systems)

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

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

relevant to a particular domain or area of interest.

Business Event Semantic Agent

Update object model and associated metadata

Other TIBCO s/w...

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