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