Business Rule Management

About Business Rules

Business rules capture the logic of business decisions and are one of the core components of decision management systems. Business rules make the decision-making process transparent and adaptable, allowing organizations to respond quickly to new information about customers and markets. They allow organizations to identify and deal with fraud, avoid unnecessary risk, and find opportunities hidden in customer data.
You can use SAS Decision Manager to create a database of business rules, connect those rules together into rules flows, and publish the rule flows for use by other applications. SAS Decision Manager provides the following capabilities:
vocabulary management
A business vocabulary defines entities and terms. Terms are the building blocks that you use to construct business rules. SAS Decision Manager enables you to easily create and edit entities and terms. For individual terms, you can create a list of allowable values, which makes creating rules even easier.
business rule authoring
A business rule specifies conditions to be evaluated and action to be taken if those conditions are satisfied. For example, you can create a rule that determines whether a customer has a mortgage. That same rule can then add the outstanding balance of the mortgage to a running total of the customer’s debt. With SAS Decision Manager, you define the conditions and actions for each rule. You can use the Equation Editor to create the expressions for the rule.
The rule authoring features of SAS Decision Manager make creating rules easier and more accurate. For example, the list of allowable values for a term help avoid incorrect rules. The lists of allowable values can be updated as needed, and the lists do not prevent you from providing new values manually.
rule set management
A rule set is a logical collection of rules. A single rule set can have many rules. For example, you might have a rule set that determines a customer’s asset balance and another rule set that determines a customer’s debt level. SAS Decision Manager displays rules sets in decision tables. Each row of the decision table defines the conditions and actions for one rule. By using SAS Decision Manager, you can easily create new rule sets, reorder the rules in a rule set, add new rules to existing rule sets, and more.
You can also manage rule sets and rule flows. When a rule set or rule flow is published, the versioning features of SAS Decision Manager create a static version of the rule set or rule flow. This static version helps you to enforce integrity and governance over the rule sets and rule flows that are put into production.
rule flow authoring and publishing
A rule flow is a logical collection of rule sets. A rule flow defines a set of rule sets and the order in which they will be executed. A single rule flow frequently corresponds to a single decision. For example, a rule flow can initially execute the rule set that determines a customer’s asset balance. Next, the rule set that determine a customer’s debt level is executed. Finally, the rule set that assign’s a customer’s loan application status is executed.
SAS Decision Manager makes it easy to combine rules sets into a rule flow and to publish those rule flows to the metadata server. After a rule flow has been published, it is available for use by other applications.

Create and Publish Business Rules

To create and publish business rules using SAS Decision Manager:
  1. Add data tables to your list of data sources.
  2. Create business rule folders where you want to save the business rules.
After a rule flow has been published, it is available for use by other applications such as SAS Data Integration Studio. These applications map objects in the SAS Decision Manager database to objects in the input data. For example, terms are mapped to table columns or to data set variables. The output generated when a rule flow is executed is written to a data set. The location of the data set is specified by the application.
Last updated: February 22, 2017