Tuesday | 10:25 AM - 11:25 AM | Chief Architect Track

SESSION TITLE

Business Agility Using Rules - Merchant Acquiring Risk and Fraud Solutions

SPEAKER(s):

Mark Eastwood VP, Solution Management FICO

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Financial fraud continues to be a significant challenge the world over; fighting fraud is a constantly changing battle. Business rules managed by the anti-fraud team provide a flexible way to quickly keep up with the latest trends. Leveraging decision management (analytics and business rules) it’s possible to quickly build a highly flexible, high performance mechanism to review merchant acquiring payment-card transactions. You will learn

• a brief overview of the fraud industry specifically about the “payment-card merchant acquiring fraud” space
• the high-level architecture of a flexible detection platform combining analytics, patented profiling mechanisms and rules
• major solution functionality
• implementation overview and challenges



ABOUT THE SPEAKER(s):

Mark oversees a global team of subject-matter experts in risk, fraud, customer management and collections along with software architects and product experts. They know how to apply FICO products and technologies to real-world business challenges. Mark is responsible for the overall vision and direction regularly architecting complex client solutions.

Mark brings an extensive technology background, market sensitivity, vision and pursuit of excellence. He has 20 years of experience delivering decision management and decision support applications in many industries. In particular he has architected and led development of many originations projects using business rules and analytics for leading global financial institutions.

Tuesday | 11:30 AM - 12:30 PM | Chief Architect Track

SESSION TITLE

Externalized Business Rules Enhance the Agility of Business Process Applications

SPEAKER(s):

Dr. M. A. Ketabchi President, CEO & Founder Savvion, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Defining a business process for building process applications often requires you to define business rules that determine process routings and compute critical parameters. These could be simple process routings and calculations, or governed by a set of complex rules base. This rules base may be owned by a unit of enterprise different than who owns the process and it may be shared among multiple processes. Such a rule base should be externalized and defined in a way that it can be changed without needing to change the process application. Externalizing rules makes business process models more comprehensible and enhances the agility of the application. What You Will Learn:

• What are different types of business rules?
• How business rules are incorporated in process?
• How to ensure agility of your rules based process applications?



ABOUT THE SPEAKER(s):

Dr. M. A. Ketabchi is well known for his pioneering research in business process management technologies and methods, process centric domain-oriented business solutions. Over the last 20 years he has published and presented extensively in these areas and has made significant contributions to advance the state of the art and technologies in BPM.
Dr. Ketabchi was a Full Professor at Santa Clara University when he founded Savvion in 1994. Under his leadership Savvion launched the first BPM product in the market in 1999, built a strong customer base of leading enterprises globally, and reached profitability and growth.
He received his Ph.D. degree in Computer and Information Sciences from the University of Minnesota, Minneapolis

Tuesday | 2:05 PM - 3:05 PM | Chief Architect Track

SESSION TITLE

Enabling Effective Business/IT Collaboration

SPEAKER(s):

Rik Gerrits Chief Architect, CTO RuleArts

Colleen McClintock Product Manager IBM

Linda Nieporent WebSphere ILOG BRMS Product Manager IBM

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

The business rule approach and its supporting technologies enable a new level of business/IT synergy. Business rules can be expressed, organized, and managed from a business perspective, and traceability can be maintained between the business rules and their implementation in automated business decisions. In this presentation we will demonstrate how business and IT can more effectively collaborate to achieve shared organizational objectives. What you will learn:

• Where the boundary is between the rules of the business and those of IT
• What information about rules should be exchanged between business and IT
• How IBM and RuleArts have provided an integrated approach and what’s next



ABOUT THE SPEAKER(s):

Rik Gerrits studied mathematics and business economics and is chief architect of RuleArts’ RuleXpress, a sophisticated environment aimed for business rules analysts and business end users.




Colleen McClintock is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product team for the last 10 years and prior to that managed her own consulting firm specializing in business rule modeling and implementation.




Linda Nieporent is a Product Manager for IBM’s WebSphere ILOG Business Rules. She has worked on the ILOG product management team for the past 4 years. Previously, she did consulting and training on business rules and data modeling.

Tuesday | 3:10 PM - 4:10 PM | Chief Architect Track

SESSION TITLE

An Evolutionary Perspective of BRMS

SPEAKER(s):

Pedram Abrari CTO, Founder Corticon Technologies, Inc.

MAIN FOCUS OF PRESENTATION: IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

This presentation discusses the evolution of the BRMS market, comparing business rule engine architectures, approaches and algorithms, and the impact on rule authoring, rule set execution performance, and overall project success. It demystifies “inferencing” and provides sage tips on how to avoid the common pitfalls of Rules projects. All conference attendees, from executives to developers to business analysts and project managers will benefit from this straightforward analysis of why Business Rules Software has not yet reached its full potential of being an essential tier of the enterprise infrastructure stack. Find out what is going on “under the hood” of business rules engines and you’ll be better positioned to chart a successful course for business automation in your organization. What you will learn:

• Architectures, approaches and algorithms of First Generation and Next Generation BRMSs
• How rule engine design can affect ease-of-rule-authoring and execution performance
• What “inferencing” means, and its importance to your business rule projects



ABOUT THE SPEAKER(s):

Mr. Abrari is considered by many as one of the brightest innovators and thought leaders in the Business Rules domain. He has over 15 years of experience in enterprise software, including eight years as a technical lead and architect. He has collaborated with Ronald Ross on his publication Principles of Business Rule Approach. He co-founded Corticon Technologies to deliver the first Model-Driven Business Rule technology to the market.

Wednesday | 10:25 AM - 11:25 AM | Chief Architect Track

SESSION TITLE

The Effects of Change on the Economy

SPEAKER(s):

Tom Debevoise Senior Vice President Innovations Software Technology Corporation

Troy Foster Chief Technology Officer Innovations Software Technology Corporation

MAIN FOCUS OF PRESENTATION: Business

FAMILIARITY WITH SUBJECT: None

ABOUT THIS SESSION:

Decision or risk models can no longer stay static in a world of turbulent change, and financial losses associated with old models being applied to new conditions are almost unfathomable. Empowering those who manage the systems that calculate and measure risk is critical to the survival of today’s organizations. What You Will Learn:

• How and why organizations such as financial institutions, insurance firms and manufacturing companies use Business Rules to comply with new standards and regulations
• How models can be calibrated to observed or anticipated responses to change
• How Business Rules empower risk managers and change the paradigm of risk management



ABOUT THE SPEAKER(s):

Tom Debevoise is the Senior Vice President of Innovations Software Technology Corporation. Tom Debevoise is an executive technologist with 20+ years experience BPM/Business Rules Practitioner, leader, trainer Member Object Management Group (OMG) BPM Practice Group. He has specific business rules experience in the fields of supply chain management, petroleum, pharmaceutical clinical trials and health care. He is the author of three books, The Data Warehouse Method, Business Process Management with a Business Rules Approach (2006), and A Microguide to Process Modeling in BPMN (May 2008). He is a contributor to numerous technical and trade journal articles.




Troy Foster is the Chief Technology Officer of Innovations Software Technology Corporation. Prior to joining Innovations, Troy held senior management roles at IBM, VMware (EMC), and BroadVision. He has over 15 years of experience in enterprise software, where his focus has been on business process management and Internet technologies.

Wednesday | 11:30 AM - 12:30 PM | Chief Architect Track

SESSION TITLE

Using Hard and Soft Rules to Define and Solve Optimization Problems

SPEAKER(s):

Dr. Barry O'Sullivan Associate Director Cork Constraint Computation Centre

Dr. Jacob Feldman CTO OpenRules, Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

In this presentation we will show how to define optimization problems using hard and soft rules. While every solution of the problem must satisfy hard rules, soft rules can be broken to a certain degree. We will use a scheduling example to show how a problem defined by business rules can be solved as a constraint satisfaction problem using a constraint solver.
What you will learn:

• how to define hard and soft rules using constrain programming
• how to control the degree of rules violations
• how to use a rule engine and a constraint solver to represent and solve a scheduling problem



ABOUT THE SPEAKER(s):

Dr. Barry O’Sullivan is Associate Director of the Cork Constraint Computation Centre at University College Cork, Ireland. He is a Science Foundation Ireland Principal Investigator, the current President of the Association for Constraint Programming, Chairman of the Artificial Intelligence Association of Ireland, and Coordinator of the European Research Consortium for Informatics and Mathematics Working Group on Constraints.




Dr. Jacob Feldman is a founder and CTO of OpenRules, Inc., a NJ corporation that created and maintains the Open Source Business Rules Management System “OpenRules”. He has multi-year experience in development of decision support software using business rules and optimization technologies for real-world mission-critical applications. Jacob is also a senior researcher at the Cork Constraint Computation Centre.

Wednesday | 3:05 PM - 4:05 PM | Chief Architect Track

SESSION TITLE

SPEAKER(s):

MAIN FOCUS OF PRESENTATION: TBA

FAMILIARITY WITH SUBJECT: TBA

ABOUT THIS SESSION:

Coming Soon




ABOUT THE SPEAKER(s):

Wednesday | 2:00 PM - 3:00 PM | Chief Architect Track

SESSION TITLE

Comprehensive Decision Management: Leveraging Business Process, Case Management, and Complex Event Processing

SPEAKER(s):

Stephen Zisk BPM Product Marketing Manager Pegasystems Inc.

MAIN FOCUS OF PRESENTATION: Business & IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Decision Management does not operate in a vacuum, but instead is part of how an organization anticipates and builds for change. Driving decisions with Case Management and Business Rules in a BPMS allows decision management to include the rich data, event history, and business intent.

Join Pegasystems and Stephen Zisk for a look at three case studies examining the use of decisioning and rules in case management, complex event processing, and process. What you will learn:

• How rules and events contribute to total airport management
• Where case management contributes to automotive warranty claims decisions



ABOUT THE SPEAKER(s):

Stephen Zisk has worked in the Enterprise Software space for over 25 years, building solutions and working with customers in the Retail, Manufacturing, Financial Services, and Government sectors. Mr. Zisk has designed, developed, and marketed Workflow, BPM, Rules, and Semantic Integration software for the last ten years, and focuses on Business / IT collaboration, Best Practices, and Enterprise Integration. At Pegasystems, Mr. Zisk helps the company with marketing and improving its industry-leading SmartBPM® BPMS Suite.

Wednesday | 4:30 PM - 5:30 PM | Chief Architect Track

SESSION TITLE

Business Rules and Business Events - Where CEP Helps Decisions

SPEAKER(s):

Paul Vincent CTO, Business Rules and CEP TIBCO

MAIN FOCUS OF PRESENTATION: IT

FAMILIARITY WITH SUBJECT: Some

ABOUT THIS SESSION:

Decision services are well-established as enforcers of decision rules in managed business applications. However, businesses can now use generic, event-driven decision services, both to identify important business events and to make the necessary required decisions. The techniques and tools to provide this are often classified as “Complex Event Processing” or CEP.
CEP is subsequently being used increasingly in financial services, logistics, healthcare, telecommunications, energy, and defense applications. We look at the close relationship between events and business rules, using appropriate case studies. What You Will Learn:

• How managed decisions are as relevant to event-driven systems as they are to batch-oriented or people-oriented systems
• Where events fit in the realm of business rules
• How businesses are event-driven, and how event-driven decisions match many business problems



ABOUT THE SPEAKER(s):

Paul Vincent has a Masters in Intelligent Systems and supports the Business Rules and CEP work at TIBCO Software. Paul has been applying rule engine technologies for over 20 years in financial services, government, defense, and manufacturing, primarily in the US and Europe. He is co-chair of the Event Processing Technical Society groups on Reference Architecture and Metamodelling, and the OMG PRR rules standard, and blogs on CEP and industry topics at tibcoblogs.com/cep.

Thursday | 8:00 AM - 9:00 AM | Chief Architect Track

FACILITATED PEER-TO-PEER WORKSHOP

A Facilitated Peer-to-Peer Workshop: Semantic Processes, Services and Events

SPEAKER(s):

Paul Haley Founder Automata, Inc.

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

ABOUT THIS SESSION:

Semantic technology provides the most general and flexible form of data modeling along with logical and rule-based capabilities. A new wave of semantic tools and standards, including models of time, events, and processes promise to align enterprise data modeling, application development, service-oriented architecture and business process management more closely with the perspectives of knowledge management and business rules practitioners. What we will discuss:

• How semantic standards extend model-driven architecture to knowledge management
• How semantic architectures and models unify SOA and BPM, including events
• How semantics increases the impact of business intelligence and activity monitoring
• How BPMN, SBVR, PRR and complex event processing do or don’t intersect



ABOUT THE SPEAKER(s):

Paul Haley is president of Automata, Inc., which assists technologists, investors and entrepreneurs assess and develop business plans and software for various applications involving semantic and artificial intelligence technologies. Previously, Mr. Haley founded Haley Systems in 1989 and served as Chairman and CTO until its natural language knowledge management and automation technology was acquired in 2007. Prior to launching Haley Systems, Mr. Haley co-founded the Intelligent Technology Group where he helped acquire, manage and grow subsidiaries and led the application of AI to program trading and investment management. Prior to ITG, Mr. Haley served as Chief Scientist for Inference Corporation, where he led the development of the company’s main product, the Automated Reasoning Tool (ART), which established the functionality and syntax used in most popular business rules engines.