Guideline: Rule Governance Actors |  |
Relationships
Related Elements | Develop Organization Map Rule Governance Rule Governance Actors
Main Description
The following table lists the actors of the rule governance processes, their role and responsibility, as well as their department-unit…
Role | Unit | Role-Responsibilities | Skill
Business Owner | Business unit | · Control the execution of a Line Of Business | Management skill Business problem-solve Strong business experience
Policy Manager or Subject Matter Expert (SME) | Business unit | · Support the definition of business processes · Determine and manage the implementation of a business policy, generally by providing the content for the business rules that enforce the policy and the process contexts in which the rules are applied. · Oversee the execution of that policy via business rules applied. Such oversight includes confirming that implemented rules fully and faithfully correspond to the intended policy. · Review rules, rule flow · Review the results of testing and simulation · Manage business vocabulary · Resolve business issues relating to BR · Be accountable for the quality of the BR · Approve major changes to BR | Strong business experience Analytical Management skill Business problem-solver Effective communicator Strong leader Decision maker
Manager Or Rule Steward | Rule management team | · Develop and maintain a comprehensive plan for the rule management group activities · Establish BR policies · Identify business sponsors for issues relating to BR · Develop processes for rule management and standards for rule capture and documentation · Ensure that repository management processes are followed · Ensure that enterprise rule standards are followed · Standard management position | Management skill Business problem-solver Practical business experience Effective communicator Strong leader Comfortable with technology
Rule Architect | Architect team or Rule management team | · Select technology to ensure performance and usability · Design, test, implement rules using appropriate technology (triggers, rule engine) · Ensure the overall deployment organization of the rules makes sense from an application segmentation perspective · Ensure rule execution is optimized · Establish traceability for rules within the technical architecture · Ensure rule reuse · Design the structure of the rule repository (defining what metadata customizations are needed and possibly implementing the structure) · Develop the processes developed around repository management · Assist evaluation of implementations with respect to the rules · Coordinate with application developers on system design, implementation and testing · Act as a liaison between business and IT | Good understanding on how to translate BR to implemented one Competent with structure and models Understanding of rule application infrastructure Detail oriented Diligent about enforcing standards Works well with system designers, developers and testers Enterprise Application Integration Service Oriented Architecture UML tools
Rule Analyst | Analyst team | · Assist business in identifying existing BR · Research the meaning and origin of BR · Create rule templates for rule authors to use · Analyze rules for completeness, correctness, optimization (from a logical, not performance, perspective) · Identify how rules are used in processes that implement business policies · Ensure the quality of the BR · Ensure consistent terminology is used in the BRs · Analyze BR to identify conflicts, redundancies · Ensure consistency of BR across function, geographies and systems · Conduct impact analysis for revising or replacing BR · Integrate new or revised rules into existing rule set · Make recommendations for BR changes based on business knowledge · Facilitate resolution of BR issues · Act as consultant for the project team · Act as a liaison between business and IT | Analytical Good business knowledge Creative thinking Writing Good communication skill Problem-solving ability Proficient in BRMS web interface Knowledge of Rule IDE Proficient in Rule testing environment and framework
Vocabulary Analyst | Analyst team | · Formalize the business terms (and phrases) used in business rules; this formalization may be in a logical data model, fact model, business object model or some other format that standardizes the terms used and their definitions. 'Terms' include nouns, noun phrases and qualified nouns that are referenced in business rules · Create and manage abstract layer of the data model | Object and/or data and/or fact modeling Proficient of Rule IDE Proficient in BRMS web interface
Process Analyst | Analyst team | · Define the overall process context for the business area/ application. · Work with business SMEs to understand the logical business processes and how they fit together in a logical flow (or in an implementation flow for a given application). · Identify where rules are needed in processes · Create and update process flow | Process Modeling Business Process Modeling Notation
Rule Author | Rule management team | · Write detailed rules, following appropriate syntax and using standard vocabulary Validate rules in detail against the object model and data model · Perform impact analysis for potential changes to rules from technical perspective · Identify events where rules should fire · Challenge BR for ambiguity, inconsistency and conflict from a technical perspective · Test Rules · Create and update rule flow · Run simulations · Ensure rule reuse · Debug rule logic · Create and manage test cases to test the rule logic | Knowledge of Rule IDE Proficient in BRMS web interface Proficient in rule life cycle Proficient in rule deployment process Proficient in Rule testing environment and framework Less sophisticated rule authors may be limited to changing parameters or creating new rules based on existing templates; testing likely limited to scenarios and scenario suites More sophisticated rule authors may create rules from scratch and involve rule flow; testing may include simulation
Business Analyst- develop business solution | Business unit | · Understand business goals · Find business solutions to business problems · Ensure business solutions support business goals · Make recommendations for business change based on business knowledge · Conduct impact analysis of proposed business changes · Identify and assess business tactics and associated risks · Facilitate meetings to gather business requirements · Document "as-is" and "to be" workflows · Record terminology, business concepts and fact model · Capture and express business rules · Analyze BR, identifying conflicts, redundancies · Decompose BR to atomic level · Act as business team lead for the project team · Act as a liaison between business and IT · Understand business rules methodology and how to apply it | Analytical Good business knowledge Creative thinking Writing Good communication skill Problem-solving ability Facilitation skills Organize content into structured forms (models and structured documents) that are understandable by the business experts (for approval) and IT (for implementation). Such analysts often bring an ability to incorporate an enterprise perspective on requirements in a specific area of the business, but this is not relevant on all projects.
Developer | IT development | · Develop application business logic, database access layer, GUI · Domain object model · Meet functional specs · Write technical rules in low level ILOG Rules Language · Set rule project foundations: o Rule project structure o rule set parameters o rule flow o sandbox testing in Rule Studio o Develop the BOM to XOM mapping · May have rule management requirements if rules are primarily technical rather than business-managed · | Problem-solving ability Proficient in Java or .Net, application server, Eclipse, Visual Studio Proficient in Rule IDE Low-level rule syntax API knowledge Rule optimization techniques Physical object modeling Competent with structure and models System integration Detail oriented Diligent about enforcing standards Works well with system designers, developers and testers
QA engineer | IT development | · Manage application and rule set quality · Develop Rule Test cases · Define Key Performance Indicator with the Policy manager | Problem-solving ability Good business knowledge Good communication skill Testing and QA methodology Detail oriented Diligent about enforcing standards Works well with system designers, developers and testers Proficient in BRMS web interface and Rule IDE Proficient in Rule Execution Server Proficient in Rule Test Framework
Rule Repository Administrator | IT production | · Manage the different rule repository cross departments · Develop the standards that are required across projects · Manage the rule deployment and rule set quality · Install and configure environment · Deploy the application · Re-deploy rulesets as changes are made · User management (security) | Proficient in Rule Execution Server Proficient in Rule Repository management and database management
This program and the accompanying materials are made available under the Eclipse Public License V1.0, which accompanies this distribution. EPF Copyright.