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A
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activity
An activity is something that one or more roles do.
In the UMA , an activity is a breakdown element which supports the nesting and logical grouping of related process elements such as descriptor and sub-activities, thus forming breakdown structures.
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activity detail diagram
- Diagram depicting all the breakdown elements within the scope of an activity. This diagram also depicts input/output relationships between tasks, activities, and work products; as well as responsibility relationships between roles and tasks. Activity detail diagrams are used to provide a complete summary of an activity and thus improve their comprehensibility.
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actor
- Someone or something outside the system that interacts with the system.
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agile
- A set of values and principles for software development that use lean production techniques to deliver value to stakeholders quickly and frequently.
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analyst
- Role representing customer and end-user concerns.
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architect
- Role representing someone responsible for designing the software architecture, which includes making the key technical decisions that constrain the overall design and implementation of the project
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architectural mechanisms
- Architectural mechanisms represent common concrete solutions to frequently encountered problems. They may be patterns of structure, patterns of behavior, or both.
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architectural view
- A view of the architecture from a given perspective.
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architecture
- Describes the blueprint for software development, frequently represented using a number of architectural views. It also contains the rationale, assumptions, explanations and implications of the decisions that where made in forming the architecture as well as the global mapping between views.
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artifact
- A formal work product that:
1) is produced, modified, or used by a
task,
2) defines an area of responsibility
3) is subject to version control.
An artifact can have multiple forms including a model, a model element, or a document.
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attribute
- Attributes are properties of entities such as (but not limited to) Work Items, Use Cases and Tests. Attributes capture important additional information about the entity that can subsequently be used to answer queries about the status of the development project.
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B
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breakdown element
- Any element modeled in UMA that is part of process structure.
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breakdown structure
A UMA construct that specifies a process as the hierarchical composition of breakdown elements.
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BRMS
System designed to modify and manage business logic independently from the enterprise application. BRMS provides a way to automate decision making and execute precisely on business policy. Consequently, policies and decisions form the core of all business processes and activities. A BRMS product should include facilities to enable:
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Full life-cycle maintenance of business rules by business analysts and developers
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Assured consistency by representing business knowledge uniformly with centralized control
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Facilities for testing, scenario generation, and impact analysis
BRMS is a method and means to treat rules as a true corporate asset.
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build
- An operational version of a system or part of a system that demonstrates a subset of the capabilities to be provided in the final product.
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business event
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Trigger for the execution of a business process. The processing of a business event can be done manually or using a software. Some decisions need to be done on the event to accept/ reject it or initiate other sub processes. Those decisions can be implemented using a rule engine technology.
The following list gives some examples of business event:
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business object model
Representation of the core concepts of a business and their logical connections. The business object model is the basis for the vocabulary used in business rules. The elements of a business object model map to those of a corresponding execution domain object model. It can be seen as a view of the java or XSD model used for the rest of the application.
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business rule
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Formal declarative statement that describes the way business people wnat their business to operate. Express in natural language it models part of a business policy, it is specified unambiguously, and it can be implemented in a computer system. A business rule is written in a business rule language, in the form of a statement made of conditions and actions that execute only if the objects treated match the conditions. Business rules are packaged into a ruleset before they can be executed by a rule engine.
There are historically multiple definitions of a business rules. For reference purpose we can list:
- OMG - 1992 - Analysis and Design Reference Model : "Business rules are declarations of policies or conditions that must be satisfied". This definition is too restrictive as business rules includes guidelines.
- Guide - 1995 - business Rules Project - "Business rule is a statment that defines or constraints some aspect of the business.
- Business Modeling with UML 2000 - "A statement that can control or affect both the execution of a business process as well as the structure of the resources in the business"
Below are some examples of business rules:
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The claim must be issued before the expiration date of the policy.
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The claim date of loss should be before the expiration date of the policy end after the effective date.
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If the customer is eligible for a loan then continue the processing
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If the Bank Account Number is not valid refuse the operation
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If Tax Return Secondary Taxpayer is not assigned SSN, then EITC Eligible Tax Return is False
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business rule
- A declaration of policy or condition that must be satisfied by the system under consideration. For more information see supporting requirements.
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C
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capability pattern
A special process that describes a reusable cluster of activity. Capability patterns express and communicate process knowledge for a key area of interest such as a discipline and can be directly used by practitioners to guide their work.
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checklist
- Identifies a series of items that need to be completed or verified. Checklists are often used in reviews such as walkthroughs or inspections.
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code instrumentation
"Extra" statements added to source code for the purposes of testing, debugging, tuning, or tracing.
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collaboration
- A group of people cooperating together to solve a clearly defined and meaningful business problem. High collaboration requires an environment of trust where dialog is disciplined and focused on resolving the business problem.
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component
An encapsulated part of the system that is nontrivial, nearly independent, and replaceable and that fulfils a clear function in the context of well-defined architecture. A component conforms to and provides the realization of a set of interfaces.
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composite role
- A special role descriptor that relates to more than one role. It represents a grouping of roles with the main purpose of reducing the number of roles defined in method content for a process.
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concept
- Outlines key ideas or basic principles underlying a topic central to the method. Concepts normally address more general topics than guidelines and span across several work products, tasks, or activities.
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configuration
- The performance, functional, and physical attributes of an existing or planned product, or a combination of products.
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Construction
- The third phase of the OpenUP project lifecycle, in which the software is brought from an executable architectural baseline to the point at which it is ready to be transitioned to the user community.
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content element
- Any element modeled in UMA that is part of method content. Content elements provide step-by-step explanations, describing how very specific development goals are achieved independent of the placement of these steps within a development lifecycle. They are instantiated and adapted to the specific situation within process structures.
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content package
- A special method package that contains content elements exclusively. Examples for content element are artifacts, tasks, roles, and guidance.
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custom category
- Used to categorize content based on the user's criteria. One important use is for constructing views.
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customer
- A person or organization, internal or external to the producing organization, who takes financial responsibility for the system. In a large system this may or may not be the user. The customer is the ultimate recipient of the developed product. See also: stakeholder.
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D
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decision point
Groups together all rules that determine one decision. It can be found in a use case description or in a Business Process Map for example. During the inception phase, the project team can build a decision point table to log the potential decision points which need to be managed during the Rule Discovery.
Example:
- Group all rules that determine 'eligibility for membership'
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decision service
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Software component that encapsulates run-time rule processing elements. The component instances provide a "ready to run" business rule application. A rule service component is stateless and simplifies the process of integrating business rules with popular application platforms such as J2SE, JEE, and a Web service. In the context of a BRMS application it is also named rule service.
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decision table
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Spreadsheet like, or table view for a set of business rules, where a rule is represented by a row in the table. The rows and columns identify all situations that require a business decision, and specify which action to take in each of these situations.
Here is an example of decision table based on a car rental example which verifies for each USA state if the age of the rental customer is in possible range.

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decision tree
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Tree view for a set of business rules, where a rule is represented by a path through the tree. Decision trees are composed of branches that have a condition node as their root, and end with actions. Decision trees allow you to manage a large set of rules with some conditions in common but not all.
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deliverable
- An output from a process that has a value, material or otherwise, to a customer or other stakeholder .
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delivery process
- A delivery process is a special process describing a complete and integrated approach for performing a specific project type. It provides a complete lifecycle model that has been detailed by sequencing method content in breakdown structures.
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descriptor
- In the UMA, a description is an abstract generalization for special breakdown elements that reference one concrete content element. Descriptors are the key concept for realizing the separation of process from Method Content. A descriptor can be characterized as a reference object for one particular content element. In addition, a descriptor has its own relationships and properties whose purpose is to modify the semantics of the content element it refers to.
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developer
- Role representing someone responsible for developing a part of the system, including designing it to fit into the architecture, and then implementing, unit-testing, and integrating the components that are part of the solution.
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discipline
- A collection of related tasks that define a major 'area of concern'. In software engineering, Disciplines include: Requirements, Architecture, Development,Test, and Project Management.
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document
- A document is a collection of information intended to be represented on paper, or in a medium using a paper metaphor. The paper metaphor includes the concept of pages, and it has either an implicit or explicit sequence of contents. The information is in text or two-dimensional pictures. Examples of paper metaphors are word processor documents, spreadsheets, schedules, Gantt charts, web-pages, and overhead slide presentations.
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domain
(1)An area of knowledge or activity characterized by a family of related values.
(2) A specific problem category that is characterized by a body of knowledge, activities, and behaviors.
(3)A refineable hierarchy that groups related work products.
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E
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effort
Indicates how long it will take the team member(s) assigned to the work item to do the work. Typically uses the units of actual days or actual hours.
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Elaboration
- Second of four phases in the OpenUP project lifecycle, when architecturally-significant risks are addressed
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example
- A guidance that represents a typical, partially completed, sample instance of one or more content elements. Examples are most commonly provided for work products.
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F
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fact
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Facts are combinations of terms that describe what business people know about their business. It connects terms into sensible business relevant observations. Facts may describe the relationships between terms, like an Insurance Policy is a form of Contract, or it may describe the interactions between terms (collaboration).
Here are some examples of facts
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A coverage is the amount of protection against loss.
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A Deductible is the amount the Insured must pay when a loss occurs.
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A user must be part of a group, and the group includes the set of permissions the user can use.
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A taxpayer files a tax return form.
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A insured enters a claim in the system.
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A customer could have only one purchase order at a time
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feature
- An externally observable service provided by the system that directly fulfills a stakeholder need.
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FURPS+
- Functional, usability, reliability, performance, supportability and others. This acronym represents categories that can be used in the definition of product requirements. For more information see supporting requirements.
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G
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glossary
- Captures the vocabulary and other important terms that are part of a project and the problem domain.
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guidance
Guidance describes proven advice for accomplishing a goal.
In the UMA, guidance generalizes all forms of content whose primary purpose is to provide explanations about other UMA elements. Guidance being itself a content element, it is possible to associate guidance to other guidance.
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guideline
- A guidance that provides additional detail on how to handle a particular content element. Guidelines most commonly apply to tasks and work products.
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I
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Inception
- First of the four phases in the OpenUP project lifecycle, it is about understanding the project scope and objectives and getting enough information to confirm that the project should proceed or not.
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Initial Operational Capability Milestone
Third important project milestone that happens at the end of Construction phase. At this point, the product should be ready to be handed over to the transition team.
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input
- In the UMA, input is a type of work product used by a task See: static work product.
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iteration
- Short and time-boxed division of a project. Iterations allow to demonstrate incremental value and obtain early and continuous feedback.
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iteration burndown
- A primary report for understanding the status of an iteration. It shows the trend for how much work is left to do within that iteration.
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L
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Lifecycle Architecture Milestone
Second important project milestone that happens at the end of Construction phase. At this point, a baseline of requirements has been agreed to, detailed system objectives and scope have been defined, architecture should be baselined, and major risks resolved.
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Lifecycle Objectives Milestone
- First major project milestone that happens at the end of Inception phase. At this point, there has been consensus about the cost versus benefits of the project, and decision on either to proceed with the project or to cancel it can be made.
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M
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method configuration
- A method configuration specifies the selection of a logical subset of a method library, in terms of method plug-ins, content packages and process packages.
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method content
Describes generic UMA methodological concepts and guidance which provide step-by-step explanations, describing how specific goals are achieved independently of the placement of these steps within a process lifecycle. UMA separates method content from its application in process.
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method library
- A physical container for method plug-ins and method configuration definitions. All method elements are stored in a method library.
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method plug-in
- Represents a physical container for method packages. It defines a largest granularity level for the modularization and organization of method content and processes.
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milestone
The point at which an iteration or phase formally ends, thus providing a check-point for whether the project is ready to move to the next iteration or phase.
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model
A model is an abstraction of a more complicated thing.
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model element
- An element that is an abstraction drawn from the system being modeled. Contrast: view element.
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O
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outcome
Primarily describes intangible work products that are a result or state. An outcome can also be used to represent an informal work product.
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output
- (1) Any work product that is the result of a task. See: deliverable.
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P
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pattern
- Generalized solution that can be implemented and applied in a problem situation (a context).
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phase
- The time between two major project milestones, during which a well-defined set of objectives is met, and decisions are made to move or not to move into the next phase.
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point
- A relative measure of size that is typically used for Agile estimation.
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practice
- A guidance that presents a proven way or strategy of doing work to achieve a goal that has a positive impact on work product or process quality.
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process
(1) A general structure for particular types of development projects. Processes take content elements and relate them into semi-ordered sequences that are customized to specific types of projects. Thus, a process is a set of partially ordered work descriptions intended to reach a higher development goal, such as the release of a specific software These work descriptions are organized into a hierarchical breakdown-structure A process focuses on the lifecycle and the sequencing of work in breakdown structures.
(2) The part of UMA that models processes.
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process contribution
- A special process that externally defines additions and changes to an existing process without directly modifying it.
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process package
- A method package that contains processes such as capability patterns or delivery processes only.
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Product Release Milestone
- Fourth important project milestone that happens at the end of Transition phase. At this point, objectives should have been met, and another development cycle could start. This milestone is the result of the customer reviewing and accepting the project deliverables.
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project burndown
- A chart consisting of two perspectives, the horizontal axis showing the iterations and the vertical axis indicating the remaining points from the work items list.
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R
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release
- The delivery of a functional system meeting predefined objectives.
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report
- A guidance that is a predefined template of a result generated on the basis of other work products. An output from some form of tool automation.
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requirement
- A capability needed by the user to solve a problem [in order to] to achieve an objective.
- A capability that must be met or possessed by a system or system component to satisfy a contract, standard, specification, or other formally imposed documentation [THA00].
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reusable asset
- A guidance that describes an asset - such as source code, templates, patterns, architectural frameworks, domain models, and so on - that can be reused in a different context.
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risk
- A condition that can potentially affect, prevent, or limit a project's success. Project risks may be seen as threats or opportunities.
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roadmap
- A guidance that summarizes a process, often from a particular perspective, such as by providing a walkthrough with a linear thread of a typical instantiation of activities.
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role
- A definition of the behavior and responsibilities of an individual, or a set of individuals working together as a team.
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role set
- Used to group roles with certain commonalities together.
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rule engine
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Software component used to execute business rule. The rule engine uses two major entities:
A rule engine is executing a cycle consisting of three action states: match rules, select rules, and execute rules until there is no more rule to execute.
The rule engine evaluates the conditions of rules in the ruleset against the objects to determine (match) which rules are eligible to be executed. During execution, the engine collects all eligible rules in an “agenda”.
The object set is referenced in the engine’s working memory, which also contains the current state of the objects which lead to the current rules in the agenda.
All objects are examined by all rules. The effects of the execution are to create new data, or to modify existing ones.
The agenda is a logical workspace where rule instances that have conditions matching objects in the working memory are put. There can be several rule instances for the same rule. When all the candidate rule are match the engine turns to the agenda for rule execution
One execution mode is the RetePlus algorithm used to match many patterns with many objects, it helps to minimize the number of rules and conditions that need to be evaluated, compute which rules should be executed, and identify in which order these rules should be fired.
Rules engine is designed to be complete, and ensure that the effects of one rule execution (or firing) is propagated so that everything that can be inferred is done in one run.
The power of rule engines comes from the fact that complex behaviors result from simple rules, this is known as rule chaining. There is a change in the programming mode for the developer point of view. There is no more static control structure of the program where function is calling one another, rules are “communicating” with other rule only by way of the data. This is a data change that trigger potential rule execution. Rule are not executed s sequentially and it is not always possible to determine through inspection of a set of rules which rule will be executed first or cause the inference engine to terminate.
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Rule Governance
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Governance is about operating the business well, and includes being able to demonstrate that you do what you say you do, and being able to explain why you do what you do the way that you are doing it.
Rule Governance is covering the processes to manage rule using a BRMS.
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rule life cycle
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Various states the rule will have during its life cycle, from creation, testing, in production to retirement. A rule life cycle is linked to the development practices of the IT team and also to some business requirements.
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rule project
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Type of project in which you can manage and organize rule artifacts, classpath, parameters and domain object models. A rule project needs to reference a java project, jar file, xml schema or web service as execution object model. A rule project represents one rule set but can have multiple rule flows (one needs to be set as the master (see its properties)).
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Rule Property
A rule property is an attribute attached to a rule or package, defined as a name-value pair in the external properties file .
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rule repository
Central place where business rules and information about their execution are kept and maintained in an organized way. A repository contains one or more projects. You can save a repository in a file system or in a database.
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Rule Set
A Rule Set is a group of rules that is executed as an aggregate entity. This term also refers to the object that is created when a ruleset file is parsed to instantiate an engine. In the context of ILOG JRules a Rule Set defines the set of rule artifacts executed by the rule engine. Rule artifacts include all of the elements from a rule project that you can put into a Rule Set.
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ruleflow
Oriented graph composed of rule tasks nodes and decision nodes, which is used to control and order the execution of rule artifacts. It can be created graphically using the Ruleflow Editor.
A ruleflow can be seen as a business process, but it is not a complete one. When designing a business process type of application is quite often that some sub flow of the business process model will be mapped to a ruleflow. But a rule flow is for the execution logic of the rule set.
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S
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scope
- A description of the breadth of a system's behavior, specifying the boundaries of the problem domain or system.
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stakeholder
- An individual who is who is materially affected by the outcome of the process (i.e. the deliverables the process produces).
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stakeholder need
- The business or operational problem (opportunity) that must be fulfilled to justify purchase or use of the system.
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static work product
- A work product that is used, but not changed, by a process.
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step
- In the UMA, a step is content element used to organize tasks into parts or subunits of work.
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supporting material
- A guidance that is a catch-all for other types of guidance not specifically defined elsewhere.
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supporting requirements
- Requirements that define necessary system quality attributes such as performance, usability and reliability, as well as global functional requirements that are not captured in behavioral requirements artifacts such as use cases.
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T
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task
- A unit of work a role may be asked to perform.
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team profile
- A breakdown element that groups role descriptors or composite roles, thus defining a nested hierarchy of teams and team members.
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template
- A guidance that specifies the structure of a work product by providing a pre-defined table of contents, sections, packages, and/or headings, a standardized format, as well as descriptions on how the sections and packages are supposed to be used and completed.
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term
Term references a business concept used in daily business operations. It can be one or more words, nouns. They are often found in different departments or refer to the same business concept from a different perspective: they are synonyms. A term may describe business concept which will be mapped to a Class, a characteristic of a business entity which will be mapped to attribute of a class, and sometime a tem may describe the way a business object behave, in that last case it will be mapped within method or final state machine.
Examples:
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Taxpayer, taxpayer obligation, loan, claim, legal entity, etc.
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term definition
- A guidance that defines concepts that are used to build up the glossary.
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test case
The specification of a set of test inputs, execution conditions, and expected results, which need to be validated to enable an assessment of some particular aspects of the system under test.
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tester
- Role representing someone responsible for the core activities of the test effort.
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tool
- A standard category used as a container for tool mentors. It can also provide general descriptions of the tool and its general capabilities.
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tool mentor
- A tool mentor is a type of guidance that explains how to perform specific task or steps using a specific software tool.
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Transition
- The fourth and last phase of the OpenUP project lifecycle, which results in a final product release.
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U
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UMA
- Stands for Unified Method Architecture. UMA is a state-of-the-art architecture for the conceiving, specifying, and storing of method and process metadata.
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use case
- Captures requirements as a sequence of actions a system performs that yields an observable result of value to those interacting with the system.
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use-case model
- A model of the system use cases and actors and the relationships between them.
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use-case scenario
- Represents specific instances of the use case that correspond to specific inputs from the actor or to specific conditions in the environment. Each scenario describes alternative ways that the system provides a behavior, or it may describe failure and exception cases.
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V
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velocity
- A key metric used for iteration planning. It indicates how many points are delivered upon within an iteration for a certain team and project.
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version
- A variant of some artifact; later versions of an artifact typically expand upon earlier versions.
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view
- Structured content collections designed to drive publication and facilitate browsing. They are specified using custom categories.
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view element
- A view element is a textual and/or graphical projection of a collection of model elements.
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vision
- The user's or customer's view of the product to be developed, specified at the level of key stakeholder needs and features of the system.
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W
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white paper
A guidance type for externally published papers that can be read and understood in isolation of other content elements and guidance.
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work breakdown structure
- Breaks the project into individual units of work, or tasks, for which cost, milestones, and activities can be allocated and tracked.
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work item
- Scheduled work to be done within the project.
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work product
- In the UMA, a work product is a content element that represents anything used, produced, or modified by a task.
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work product kind
- Standard category that represents a grouping of related work products which, in contrast to domain, is more presentation oriented (like models, specifications, plans, and so on).