User selectable approach for generating modifiable rules

• US 7,277,875 B2
• Filed: 05/02/2005
• Issued: 10/02/2007
• Est. Priority Date: 05/09/2000
• Status: Expired due to Term

• Current Assignee: Fair Isaac Corporation
• Original Assignee: Fair Isaac Corporation
• Inventors: Werner, Chris W., Mellor, David J., Marce, Jean-Luc, Serrano-Morales, Carlos A., Lerman, Marc
• Primary Examiner(s): Knight; Anthony
• Assistant Examiner(s): Holmes; Michael B.
• Application Number:
  US11/120,440
• Publication Number:
  US 20050192916A1
• Time in Patent Office: 883 Days
• Field of Search: 706/47, 706 45- 46
• US Class Current: 706/47
• CPC Class Codes: G06N 5/022 Knowledge engineering; Knowledge acquisition
• CPC Class Codes: G06N 5/046 Forward inferencing; Production systems
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing

Abstract

A novel approach for generating and updating rules allows non-technical users to create and modify rules. A rules generation system includes a rules engineer interface, user interfaces and a rules generator. The rules engineer interface is an interface through which a rules engineer, such as rules engineer, may generate templates. Templates contain data that define rule “templates” that in turn specify a rule structure, rule elements that may be chosen by a user, and rule elements that may not be chosen by user. Templates may also define a set of choices, for example values, that user may choose for those rule elements. Templates may also be used to generate user interfaces. The user interfaces guide a user to create or edit rules.

Claims

1. A computer-implemented method for generating a rule, the method comprising the steps of:

generating rule element data that define a set of choices that a user may choose for an editable rule element;

receiving user choice data that specify one or more choices made by the user for the editable rule element;

generating the rule based upon the user choice data; and

updating a rule repository to reflect said rule.

2. The method of claim 1, wherein the steps further include presenting said set of choices to said user.

3. The method of claim 1, further comprising step of:

generating a user interface based on said rule element data; and

wherein the step of receiving user choice data comprises the step of receiving user choice data from a user interacting with the user interface.

4. The method of claim 1, method further comprising the step of:

receiving user input specifying a set of values from said set of choices; and

wherein the step of generating said rule element data comprises the step of generating rule element data that define said set of values as said set of choices.

5. The method of claim 1, wherein said editable rule element comprises a value.

6. The method of claim 1, wherein said rule element data specify a source of data that define the set of choices.

7. The method of claim 1, wherein said source of data comprises a database system.

8. The method of claim 1, wherein said editable rule element comprises a condition.

9. The method of claim 1, further comprising the step of processing the rule.

10. The method of claim 1, wherein said rule element data further define how the user may select said set of choices.

11. The method of claim 1, wherein the step of generating the rule based upon the user choice data comprises the step of generating the rule based upon the user choice data and other rule data.

12. The method of claim 11, wherein said other rule data define another version of the rule;

and wherein said user choice data specify modifications to said version.

13. The method of claim 11, wherein said other rule data specify an attribute of the rule not defined by the rule element data.

14. The method of claim 1, wherein the set of choices comprises any of a set of data types;

a set of data values;

a set of operators;

is a set of constraints; and

a set of business logic.

15. The method of claim 1, wherein the rule comprises a business rule.

16. A computer-readable medium carrying one or more sequences of instructions for generating a rule, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform a method comprising the steps of:

generating rule element data that define a set of choices that a user may choose for an editable rule element;

receiving user choice data that specifies one or more choices made by the user for the editable rule element;

generating the rule based upon the user choice data; and

updating a rule repository to said rule.

17. The computer-readable medium of claim 16, said method further comprising the step of:

presenting said set of choices to said user.

18. The computer-readable medium of claim 16, further comprising

generating a user interface based on said rule element data;

and

wherein the step of receiving user choice data comprises the step of receiving

user choice data from a user interacting with the user interface.

19. The computer-readable medium of claim 16, further comprising one or more instructions receiving user input specifying a set of values from said set of choices;

and

wherein the step of generating said rule element data comprising the step of

generating rule element data that define said set of values as said set of choices.

20. The computer-readable medium of claim 16, wherein said editable rule element comprises a value.

21. The computer-readable medium of claim 16, wherein said rule element data specify a source of data that defines the set of choices.

22. The computer-readable medium of claim 18, wherein said source of data comprises a database system.

23. The computer-readable medium of claim 18, wherein said editable rule element comprises a condition.

24. The computer-readable medium of claim 18, further comprising one or more instructions for performing the step of processing the rule.

25. The computer-readable medium of claim 18, wherein said rule element data further define how the user may select said set of choices.

26. The computer-readable medium of claim 18, wherein the step of generating the rule based upon the user choice data comprising the step of generating the rule based upon the user choice data and other rule data.

27. The computer-readable medium of claim 26, wherein said other rule data define another version of the rule;

and

wherein said user choice data specify modification to said version.

28. The computer-readable medium of claim 26, wherein said other rule data specify an attribute of the rule not defined by the rule element data.

29. The computer-readable medium of claim 18, wherein the set of choices comprises any of a set of data types;

a set of data values

a set of operators;

a set of constraints; and

a set of business logic.

30. The computer-readable medium of claim 18, wherein the rule comprises a business rule.

31. A computer-readable medium carrying one or more sequences of instructions for generating a rule, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform a method comprising the steps of:

generating a template that defines;

a rule structure with one or more rule elements and an editable rule element;

an editable rule element type, and a set of choices that a user may choose for the editable rule element;

receiving user choice data that specify one or more choices chosen by the user for the rule element;

generating the rule based upon the user choice data; and

updating a rules repository to reflect the rule.

32. The computer-readable medium of claim 31 further comprising one or more instructions for performing the steps of:

generating a user interface based on said template; and

presenting said set of choices to said user using said user interface.

33. A computer-implemented method for generating a rule, the method comprising the steps of:

generating a template that defines;

a rule structure with one or more rule elements and an editable rule element; and

a editable rule element type;

generating rule element data that defines a set of choices that a user may choose for a rule element;

receiving user choice data that specifies one or more choices made by the user for the rule element;

generating the rule based upon the user choice data; and

updating a rule repository to reflect said rule.

34. The method of claim 33, wherein the steps further include presenting said set of choices to said user.

35. The method of claim 33, wherein:

the method further comprises

generating a user interface based on said rule element data; and

wherein the step of receiving user choice data includes receiving user choice data from a user interacting with the user interface.

36. The method of claim 33, wherein:

the method further comprises

receiving user input specifying a set of values from said set of choices; and

wherein the step of generating said rule element data includes generating rule element data that defines said set of values as said set of choices.

37. The method of claim 33, wherein said rule element is a value.

38. The method of claim 33, wherein said rule element data specifies a source of data that defines the set of choices.

39. The method of claim 33, wherein said source of data is a database system.

40. The method of claim 33, wherein said rule element is a condition.

41. The method of claim 33, further comprising processing the rule.

42. The method of claim 33, wherein said rule element data further defines how the user may select said set of choices.

43. The method of claim 33, wherein the step of generating the rule based upon the user choice data includes generating the rule based upon the user choice data and other rule data.

44. The method of claim 43, wherein:

the other rule data defines another version of the rule; and

said user choice data specifies modification to said version.

45. The method of claim 43, wherein the other rule data specifies an attribute of the rule not defined by the rule element data.

46. The method of claim 33, wherein the set of choices is a set of data types.

47. The method of claim 33, wherein the set of choices is a set of data values.

48. The method of claim 33, wherein the set of choices is a set of operators.

49. The method of claim 33, wherein the set of choices is a set of constraints.

50. The method of claim 33, wherein the set of choices is a set of business logic.

51. The method of claim 33, wherein the rule is a business rule.

52. A computer-implemented method for generating a rule, the method comprising the steps of:

generating a template that defines;

a rule structure with one or more rule elements and an editable rule element; and

an editable rule element type,

generating rule element data that defines a set of values that a user may choose for a rule element;

receiving user choice data that specifies one or more values chosen by the user for the rule element;

generating the rule based upon the user choice data; and

updating a rule repository to reflect said rule.

53. A computer-readable medium carrying one or more sequences of instructions for generating a rule, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of:

generating a template that defines;

a rule structure with one or more rule elements and an editable rule element; and

an editable rule element type;

generating rule element data that defines a set of choices that a user may choose for a rule element;

receiving user choice data that specifies one or more choices made by the user for the rule element;

generating the rule based upon the user choice data; and

updating a rule repository to reflect said rule.

54. The computer-readable medium of claim 53, wherein the steps further include presenting said set of choices to said user.

55. The computer-readable medium of claim 53, wherein:

the computer-readable medium further comprises generating a user interface based on said rule element data; and

wherein the step of receiving user choice data includes receiving user choice data from a user interacting with the user interface.

56. The computer-readable medium of claim 53, wherein:

the computer-readable medium further comprises

one or more instructions for receiving user input specifying a set of values from said set of choices; and

wherein the step of generating said rule element data includes generating rule element data that defines said set of values as said set of choices.

57. The computer-readable medium of claim 53, wherein said rule element is a value.

58. The computer-readable medium of claim 53, wherein said rule element data specifies a source of data that defines the set of choices.

59. The computer-readable medium of claim 53, wherein said source of data is a database system.

60. The computer-readable medium of claim 53, wherein said rule element is a condition.

61. The computer-readable medium of claim 53, further comprising one or more instructions for processing the rule.

62. The computer-readable medium of claim 53, wherein said rule element data further defines how the user may select said set of choices.

63. The computer-readable medium of claim 53, wherein the step of generating the rule based upon the user choice data includes generating the rule based upon the user choice data and other rule data.

64. The computer-readable medium of claim 53, wherein:

the other rule data defines another version of the rule; and

said user choice data specifies modification to said version.

65. The computer-readable medium of claim 53, wherein the other rule data specifies an attribute of the rule not defined by the rule element data.

66. The computer-readable medium of claim 53, wherein the set of choices is a set of data types.

67. The computer-readable medium of claim 53, wherein the set of choices is a set of data values.

68. The computer-readable medium of claim 53, wherein the set of choices is a set of operators.

69. The computer-readable medium of claim 53, wherein the set of choices is a set of constraints.

70. The computer-readable medium of claim 53, wherein the set of choices is a set of business logic.

71. The computer-readable medium of claim 53, wherein the rule is a business rule.

72. A computer-readable medium carrying one or more sequences of instructions for

generating a rule, wherein execution of the one or more sequences of instructions by one or more processors causes the one or more processors to perform the steps of:

generating a template that defines;

a rule structure with one or more rule elements and an editable rule element; and

an editable rule element type,

generating rule element data that defines a set of values that a user may choose for a rule element;

receiving user choice data that specifies one or more values chosen by the user for the rule element;

generating the rule based upon the user choice data; and

updating a rule repository to reflect said rule.