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This is one of the possible Use Cases.

1. Abstract

Production Rules are often used to define "contracts" in an executable form. The interchange of such contracts is a fundamental issue in e-business.

2. Status

Proposed by PaulVincent of Fair Isaac TIBCO.

This use case is based on a number of commercial systems that aim to automate the "contractual information" as a set of rules to be associated with commercial data, usually in a supplier-customer type exchange of contract rules. Commercial cases include:

Updated 27 Feb 2007: references: ILOG example

3. Links to Related Use Cases

See also:

4. Relationship to OWL/RDF Compatibility

Typically, contract exchange rules will be operational rules (ie running in operational systems against operational data) rather than knowledge systems (ontological descriptions). Although it would be possible for (and indeed, potentially a good fit for) semantic-web type RDF data representation, this is rarely used in industry today and is not part of the examples described in the status above.

5. Benefits of Interchange

Contracts are portable and transferrable concepts that require interchange between parties to be effective. [NB: possibly there is a formal definition that should go here].

6. Requirements on the RIF

To be effective in handling contracts, RIF must

7. Examples of Rule Platforms Supporting this Use Case

There are 2 types of rule platforms in use for this use case: - COTS Commercial Off The Shelf rule engines and rule management systems such as Blaze Advisor. - Custom rule platforms supporting generic rule mechanisms.

For the ACORD/SPX model, both the above apply. ACORD/SPX uses XPATH as the rule expression language, XML as the data representation and transport, and can be executed by custom engines or commercial engines capable of running XPATH expressions against XML.

In other cases, an infrastructure vendor may choose a COTS rule engine (or any rule engine) and simply define their own interfaces for clients, such that the actual rule language used for rule interchange is common to the vendor system used.

8. Breakdown

Domain XML standards that embed contractual terms into data streams such as the ACORD/SPX insurance example). In this case the buyer and seller are to do with insurance.

NOTE: The ACORD/SPX model today uses XPATH expressions to represent rules; this use case in no way implies any policy change by ACORD in supporting RIF instead of XPATH. Fair Isaac is a member of but does not represent ACORD.

8.1. Actors and their Goals

8.2. Main Sequence

  1. Seller defines insurance application form: extends the ACORD object model with custom fields for additional information, and adds validation and constraint rules (if state="CA" then EarthQuakeCoverageRequiredField must be true). Rules are embedded in the form.

  2. Buyer completes form: agency management system or some other application executes the form's rules to ensure the form is complete. Form is transmitted back to the insurance carrier for further validation and application processing.

8.3. Alternate Use Cases

  1. Similar case: an Independent State Operator handling power contracts will obtain contractual rules from various suppliers, and monitor these on their own systems by comparing these rules against realtime supply data.

9. Commentary

Rule interchange for contracts is a common use for rules which would benefit enormously from a common interchange format (ie RIF) to increase adoption.