Self-sufficiency and Control

Where there is a high degree of spreadsheet proliferation, where calculations are both numerous and difficult to maintain, or where users need to have control over their workflow, there is an opportunity to build a solution around RuleBook or to incorporate RuleBook functionality as a component within an existing system.

Systems often contain many predefined parameter-based workflow controls that support key user processes.  

However, these require configuration by a System Administrator or are built into the solution itself.  So, whilst many requirements are catered for,  there is an opportunity to enhance the flexibility of the solution by an increased level of configurability to workflow functionality.  

Where workflow controls are insufficient, RuleBook is used as a strategic tool for the creation, maintenance and execution of complex rules and algorithms all powered by the latest Microsoft technologies.

At its core, RuleBook offers client self-service authoring of RuleSets (rules) and their dependant Lookup Data (matrices) – all within a version controlled multi author environment.  RuleBook has been designed with a non-technical user base in mind rather than mandating the involvement of IT resources.  Ownership of the configuration of rules and algorithms lies with the source business function or user.  

Functions are comparable to those in spreadsheet solutions, although a user can also create reusable user-defined functions, providing a mix of shared reusable components to speed the configuration process whilst ensuring accuracy and control.

Configured rules are centralised and can be called by various systems or interfaces, e.g. a web interface, direct call from a ‘master’ system, or setup as its own ‘master’ to interact with other services.  

RuleBook can reside alongside existing solutions or, via web services, as a user-defined workflow rule that will trigger one or more actions.  

Being a flexible rules engine, RuleBook can be configured to handle both simple and highly complex data structures.

The core functionality of the RuleBook application framework addresses the following business functions:

  • Authoring, Validating, Publishing 
  • Consuming, Distributing, Interfacing 
  • Reporting, Analysing

RuleBook Components

RuleBook Authoring
This is a genuine self-service tool to enable the competent user to build, test, and deploy business solutions based on business-defined rules.  Create algorithms (RuleSets) and products using a combination of graphical and rich XML-based editing. 

Run the RuleSets against test scenarios to test the configured content, then publish the product to the website. 

No non-standard third-party software is required. RuleBook Authoring uses standard WPF and .NET 4.5, with Word 2007, 2010 or 2013 to edit document templates.

RuleBook Maintenance

A web application providing a browser-based interface for RuleBook administrators:

  • manages the distribution and permissions of Products via Schemes
  • creates and maintains lookup factors, loadings and reference data via Matrices
  • manages Companies, Teams, 

Users and Groups 
Being web-based, RuleBook Maintenance has a “zero footprint” and requires a minimal amount of training for an administrator to self-serve their use of configured products.

RuleBook Web
Once configured and published, products can be offered to internal and external consumers.  No expertise or understanding of the underlying product configuration is required, yet this simple and intuitive form-based interface provides a rich set of on-screen validation, supporting guidelines and product documentation – all of which are determined by the product author.  

When combined with RuleBook Maintenance or RuleBook Authoring, you then have no need for IT support when defining or managing your products.

The web site uses HTML5 and JavaScript, thereby allowing for use within any modern browser.

RuleBook Services
Take advantage of the web services interface to integrate with existing systems.  No change to your user interface is required.  Simply implement the configured service to unlock the power of RuleBook and enhance speed and accuracy of your business processes.