Versioning in a rules based decision management system

• US 20030120529A1
• Filed: 02/05/2003
• Published: 06/26/2003
• Est. Priority Date: 03/05/1998
• Status: Active Grant

• Current Assignee: CGI Technologies and Solutions Incorporated (CGI Group)
• Original Assignee: American Management Systems, Incorporated (CGI, Inc.)
• Inventors: Metzger, Scott, Honarvar, Laurence, Fatigante, Steven
• Granted Patent: US 7,318,224 B2
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A computer implemented decision management system which provides strategy versioning. The system (a) creates different strategy versions, (b) selects, without technical intervention, a respective strategy version of the created strategy versions, (c) applies, without technical intervention, the selected strategy version to determine interaction strategies, (d) monitors performance based on the determined interaction strategies, and (e) refines the selected strategy version in accordance with the monitored performance. To select and apply strategy versions without technical intervention, a GUI is used to enter, edit and select strategy versions at a desktop. From the GUI, the strategy versions are stored in relational tables within a relational data model. A versioning level is interjected between a system level and a segment level in a definition hierarchy, so that each strategy can be referenced as being a specific strategy version. Versioning can also be leveraged at other levels in the strategy hierarchy and in conjunction with inheritance.

Claims

1. A computer implemented process comprising:

storing first and second strategy versions for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization, the second strategy version being an edited version of the first strategy version and including a function;

storing first and second function versions of the function;

selecting the stored, second strategy version with one of the first and second function versions; and

applying the selected second strategy version with said one of the first and second function versions by the decision management system so that the decision management system applies the second strategy version with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied second strategy version with said one of the first and second function versions by a computer, and refines the second strategy version with said one of the first and second function versions in accordance with the monitored results to increase client value over time to the organization, wherein said selecting and applying are performed without technical intervention via stored information relating to the first and second strategy versions.

2. A process as in claim 1, further comprising:

editing the stored, second strategy version before being applied by the decision management system.

3. A process as in claim 1, further comprising, before the second strategy version is selected by said selecting:

editing the stored, second strategy version; and

storing the edited second strategy version, wherein said selecting selects the stored, edited second strategy version, and said applying applies the selected, edited second strategy version by the decision management system.

4. A process as in claim 1, wherein the stored, second strategy version includes only modifications between the first and second strategy versions.

5. A process as in claim 1, further comprising:

entering the first and second strategy versions via a graphical user interface, wherein

said storing the first and second strategy versions comprises storing the entered first and second strategy versions in relational tables relating components of the first and second strategy versions together, and

said applying comprises referring to the relational tables to apply the selected second strategy version, to thereby allow said selecting and applying to be performed without technical intervention.

6. A process as in claim 1, further comprising:

validating the second strategy version before being applied by the decision management system, said validating including copying the first strategy version by systematically copying each component of the first strategy version and the relationships between components to form a copy of the first strategy version,

validating that the copy of the first strategy version is accurate, and

saving the validated copy of the first strategy version, to thereby create the second strategy version.

7. A process as in claim 1, further comprising:

entering the first and second strategy versions via a graphical user interface, wherein

said storing comprises storing the entered first and second strategy versions in data structures of a relational data model which relates components of the first and second strategy versions together, and

said applying comprises referring to the data structures to apply the selected second strategy version, to thereby allow said selecting and applying to be performed without technical intervention.

8. A process as in claim 1, wherein each of the first and second strategy versions is a version formed by versioning simultaneously at multiple levels in a definition hierarchy of the decision management system.

9. A process as in claim 1, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

10. A process as in claim 1, wherein the function is a decision tree.

11. A process as in claim 5, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

12. A process as in claim 7, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

13. A computer implemented process comprising:

creating a first strategy version for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization;

editing the first strategy version while maintaining the first strategy version as a strategy version separate from the edited first strategy version, the edited first strategy version including a function and being defined as a second strategy version for application by the decision management system to determine actions to be taken with respect to the clients;

storing first and second function versions of the function;

selecting one of the first and second strategy versions with one of the first and second function versions; and

applying the selected one of the first and second strategy versions with said one of the first and second functions versions by the decision management system so that the decision management system applies the selected one of the first and second strategy versions with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied selected one of the first and second strategy versions with said one of the first and second function versions by a computer, and refines the selected one of the first and second strategy versions with said one of the first and second function versions in accordance with the monitored results to increase client value over time to the organization, wherein said editing, selecting and applying are performed without technical intervention via stored information relating to the first and second strategy versions.

14. A process as in claim 13, further comprising:

providing a graphical user interface which allows a system user to create, edit and select strategy versions;

entering the first strategy version via the graphical user interface; and

storing the entered first strategy version in relational tables of a relational data model, wherein

said editing comprises referring to the relational tables to obtain and edit the first strategy version, and storing the edited first strategy as the second strategy version in the relational data model, and

said applying refers to the relational data model to apply the selected one of the first and second strategy versions, to thereby allow said selecting and applying to be performed without technical intervention.

15. A process as in claim 13, further comprising:

validating the second strategy version before the second strategy version is applied by the decision management system, said validating including

copying the first strategy version by systematically copying each component of the first strategy version and the relationships between components to form a copy of the first strategy version,

validating that the copy of the first strategy version is accurate, and

saving the validated copy of the first strategy version, to thereby create the second strategy version.

16. A process as in claim 13, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

17. A process as in claim 13, wherein the function is a decision tree.

18. A computer implemented process comprising:

creating first and second strategy versions for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization, the second strategy version including a function and being an edited version of the first strategy version;

storing the first and second strategy versions in a relational data model relating components of the first and second strategy versions together;

storing first and second function versions of the function;

selecting the stored, second strategy version with one of the first and second function versions; and

applying the selected second strategy version with said one of the first and second function versions by the decision management system by referring to the relational data model so that the decision management system applies the second strategy version with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied second strategy version with said one of the first and second function versions by a computer, and refines the second strategy version with said one of the first and second function versions in accordance with the monitored results to increase client value over time to the organization.

19. A process as in claim 18, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

20. A process as in claim 18, wherein the function is a decision tree.

21. A computer implemented process comprising:

creating a first strategy version for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization, the first strategy version including a function;

storing the created first strategy version in a relational data model;

editing the first strategy version while maintaining the first strategy version as a strategy version separate from the edited first strategy version, the edited first strategy version being defined as a second strategy version for application by the decision management system to determine actions to be taken with respect to the clients;

storing the second strategy version in the relational data model in a manner which relates components of the first and second strategy versions together;

storing first and second function versions of the function;

selecting one of the first and second strategy versions with one of the first and second function versions; and

applying the selected one of the first and second strategy versions with said one of the first and second function versions by the decision management system by referring to the relational data model so that the decision management system applies the selected one of the first and second strategy versions with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied selected one of the first and second strategy versions with said one of the first and second function versions by a computer, and refines the selected one of the first and second strategy versions with said one of the first and second function versions in accordance with the monitored results to increase client value over time to the organization.

22. A process as in claim 21, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

23. A process as in claim 21, wherein the function is a decision tree.

24. An apparatus comprising:

means for storing first and second strategy versions for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization, the second strategy version being an edited version of the first strategy version and including a function;

means for storing first and second function versions of the function;

means for selecting the stored, second strategy version with one of the first and second function versions; and

means for applying the selected second strategy version with said one of the first and second function versions by the decision management system so that the decision management system applies the second strategy version with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied second strategy version by a computer, and refines the second strategy version in accordance with the monitored results to increase client value over time to the organization, wherein said selecting and applying are performed without technical intervention via stored information relating to the first and second strategy versions.

25. An apparatus as in claim 24, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

26. A process as in claim 24, wherein the function is a decision tree.

27. An apparatus comprising:

means for creating a first strategy version for application by a computer-implemented decision management system to determine actions to be taken with respect to clients of an organization;

means for editing the first strategy version while maintaining the first strategy version as a strategy version separate from the edited first strategy version, the edited first strategy version including a function and being defined as a second strategy version for application by the decision management system to determine actions to be taken with respect to the clients;

means for storing first and second function versions of the function;

means for selecting one of the first and second strategy versions with one of the first and second function versions; and

means for applying the selected one of the first and second strategy versions with said one of the first and second functions versions by the decision management system so that the decision management system applies the selected one of the first and second strategy versions with said one of the first and second function versions by a computer to determine actions to be taken with respect to the clients, monitors results of the applied selected one of the first and second strategy versions with said one of the first and second function versions by a computer, and refines the selected one of the first and second strategy versions with said one of the first and second function versions in accordance with the monitored results to increase client value over time to the organization, wherein said editing, selecting and applying are performed without technical intervention via stored information relating to the first and second strategy versions.

28. An apparatus as in claim 27, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

29. An apparatus as in claim 27, wherein the function is a decision tree.

30. A computer implemented process comprising:

selecting, with technical intervention, one of first and second strategy versions for application by a computer-implemented decision management system, each of the first and second strategy versions being formed by versioning simultaneously at multiple levels in a definition hierarchy of the decision management system; and

applying, without technical intervention, the selected one of the first and second strategy versions by the decision management system so that the decision management system applies the selected version by a computer to determine actions to be taken with respect to clients of an organization, monitors results of the applied version by a computer, and refines the applied version in accordance with the monitored results to increase client value over time to the organization.

31. A process as in claim 30, wherein

the selected one of the first and second strategy versions is the second version,

the second version is an edited version of the first version, and

the second version includes different versions of a function of the second version.

32. A process as in claim 30, wherein the selected version includes different versions of a function of the selected version.

33. A process as in claim 32, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

34. A process as in claim 32, wherein the function is a decision tree.

35. An apparatus comprising:

means for selecting, with technical intervention, one of first and second strategy versions for application by a computer-implemented decision management system, each of the first and second strategy versions being formed by versioning simultaneously at multiple levels in a definition hierarchy of the decision management system; and

means for applying, without technical intervention, the selected one of the first and second strategy versions by the decision management system so that the decision management system applies the selected version by a computer to determine actions to be taken with respect to clients of an organization, monitors results of the applied version by a computer, and refines the applied version in accordance with the monitored results to increase client value over time to the organization.

36. An apparatus as in claim 35, wherein

the selected one of the first and second strategy versions is the second version,

the second version is an edited version of the first version, and

the second version includes different versions of a function of the second version.

37. An apparatus as in claim 35, wherein the selected version includes different versions of a function of the selected version.

38. An apparatus as in claim 37, wherein the function is one of a decision tree, a score model, a matrix, a user exit and a list processor.

39. A process as in claim 37, wherein the function is a decision tree.