Authoring

More Control, Less Support

The core functionality of RuleBook Authoring addresses the following business functions:

  • Authoring – Self-authoring of rules, forms, lookup data and definitions within a non-technical business end-user tool
  • Validation – A comprehensive test harness to enable simulation and verification of business process algorithms against mass data scenarios
  • Publishing – Rapid deployment of new or amended products via the web user interface or web services interface

RuleBook Authoring is a Microsoft Windows Presentation Foundation (WPF) application, running under Microsoft .NET on a client desktop PC. Connected to a Microsoft SQL Server database, it provides storage and management of the configured content and products.  The client application uses Microsoft Prism and Unity frameworks to allow use of MVVM and MVP patterns. 

RuleBook Authoring is a generic application, configurable for multiple business process environments. 

Create and edit algorithms (RuleSets) and products using a combination of graphical and rich XML-based editing. Then run the RuleSets against test scenarios to test the configured content, before publishing the product to the website. 

RuleBook Authoring is a multi-user tool, with check-in and check-out functionality providing source control features.

RuleBook allows for multiple deployment options, depending on customer need. RuleBook Authoring utilises direct or web-service enabled components to access the database, providing easy deployment via standard client technologies such as Citrix.  Database deployment can be ‘own infrastructure’ or via cloud-based alternatives. 

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

Key Features and Facts

Product Definition
A typical product comprises a form, business process rules algorithms, a data definition to describe the data being stored for the product, and matrix definitions to describe any lookup table data, along with document definitions. 

Create matrices and schemes against this product to set unique parameters and product factors for different participants. Each product is based on a framework, pre-configured using RuleBook to provide common data definitions and functionality together with a base set of template patterns to ease new product configuration.

Configuration
Simple interfaces are provided for each entity created using RuleBook (forms, RuleSets and matrices) with output stored as simple text or binary content. Non-IT users can create these entities via graphical editors provided within the application although a rich, fully-validated XML editor is also available. 

Code Generation and Publishing
C#/JavaScript code is generated behind the forms, data definitions and RuleSets. This generated code is compiled into assemblies for use in testing, or for deployment to the website. 

To simplify document and form configuration, data bindings defined in RuleBook are pre-generated to mapping RuleSets to read data to and from the database via the configured data definition entities. These RuleSets are in turn generated to C# and compiled into the product assemblies. In addition to publishing the generated assemblies, RuleBook also installs configured content to the database in a runtime-optimised form for use in the website to support the generated code.

Verification and Bulk Processing
Prior to release, test functions are available to simulate RuleSets against test scenarios. These can be created and loaded from Excel into RuleBook via XML. The results of running tests can be viewed in Excel, as XML, or can be stored in the database, allowing reporting, viewing in the website, or back-loading of data for live use.

User and Management
Supported by a full company, team and user management facility, RuleBook Authoring allows for group, role and permission-based authorisation functionality.  Access is managed directly against the database and is therefore attributable across all products and scheme configurations.