Rules-based system architecture and systems using the same

• US 7,343,364 B2
• Filed: 06/22/2005
• Issued: 03/11/2008
• Est. Priority Date: 02/04/2005
• Status: Active Grant

• Current Assignee: Fidelity Information Services, LLC (Fidelity National Information Services Incorporated)
• Original Assignee: Efunds Corporation (Fidelity National Information Services Incorporated)
• Inventors: Wood, Richard, Parrott, Christopher, Kohn, James, Bram, Charles, Emmerichs, John
• Primary Examiner(s): Holmes; Michael B.
• Application Number:
  US11/159,847
• Publication Number:
  US 20060179028A1
• Time in Patent Office: 993 Days
• Field of Search: 706 45- 47
• US Class Current: 706/47
• CPC Class Codes: G06F 16/24528 Standardisation; Simplification
• CPC Class Codes: G06F 16/2453 Query optimisation
• CPC Class Codes: G06N 5/043 Distributed expert systems; Blackboards

Abstract

Systems and methods for processing data. In one embodiments, a system for processing data can include a first rules engine configured to obtain the data, to obtain a first object including a rule identifier to contain the data, to generate an instance of a first rule based on the first object, and to execute the instance of the first rule passing the first object as input to the instance of the first rule, wherein the instance of the first rule configured to perform an action in order to process the data contained in the first object, and to modify the rule identifier included in the first object.

Claims

1. A system for processing financial data, the system comprising

a computer-implemented first rules engine configured to obtain the data, to obtain a first object to contain the data, the first object including a rule identifier;

to generate an instance of a first rule based on the first object; and

to execute the instance of the first rule passing the first object as input to the instance of the first rule,

the instance of the first rule configured to perform at least one action in order to process the data contained in the first object, and to modify the rule identifier included in the first object.

2. The system of claim 1 wherein the first rules engine is further configured to generate an instance of a second rule based on the rule identifier included in the first object and to execute the instance of the second rule passing the first object as input to the instance of the second rule.

3. The system of claim 1 wherein the first rules engine is further configured to generate the instance of the first rule based on the rule identifier included the first object.

4. The system of claim 1 wherein the first rules engine is further configured to generate the instance of the first rule using configuration data stored in a configuration database, the configuration data associated with the data contained in the first object.

5. The system of claim 1 wherein the instance of the first rule is further configured to generate a second rules engine.

6. The system of claim 1 wherein the instance of the first rule is further configured to modify the rule identifier of the first object to indicate a second rule.

7. The system of claim 1 wherein the instance of the first rule is further configured to modify the rule identifier of the first object to indicate a terminal value.

8. The system of claim 1 wherein the instance of the first rule is further configured to modify the data contained in the first object.

9. A computer-implemented method of processing financial data, the method comprising:

obtaining the data with a first rules engine;

obtaining a first object to contain the data, the first object including a rule identifier;

generating an instance of a first rule based on the first object;

executing the instance of the first rule passing the first object as input to the instance of the first rule;

performing at least one action with the instance of the first rule based in order to process the data contained in the first object; and

modifying the rule identifier of the first object.

10. The method of claim 9 further comprising generating an instance of a second rule based on the rule identifier included in the first object and executing the instance of the second rule passing the first object as input to the instance of the second rule.

11. The method of claim 9 wherein generating an instance of a first rule based on the first object includes generating an instance of a first rule based on the rule identifier included in the first object.

12. The method of claim 9 wherein generating an instance of a first rule based on the first object includes generating an instance of a first rule based on the first object using configuration data associated with the data contained in the first object.

13. The method of claim 9 wherein modifying the rule identifier of the first object includes modifying the rule identifier to indicate a second rule.

14. The method of claim 9 wherein modifying the rule identifier of the first object includes modifying the rule identifier to indicate a terminal value.

15. The method of claim 9 further comprising modifying the data stored in the first object.

16. A computer-implemented method of configuring a system that processes financial data, the method comprising:

obtaining a base rule that, when executed and passed an object containing data to process, performs a first action in order to process the data;

generating an override rule that, when executed and passed the object containing the data to process, performs a second action in order to process the data; and

storing the override rule separate from the base rule.

17. The method of claim 16 wherein obtaining a base rule includes obtaining a base rule that when executed tests a first constraint against the data in order to determine the first action to perform.

18. The method of claim 17 wherein generating an override rule includes obtaining an override rule that when executed tests a second constraint against the data in order to determine the second action to perform.

19. The method of claim 18 wherein generating an override rule includes generating an override rule that when executed performs a second action that is substantially the same as the first action.

20. The method of claim 16 further comprising obtaining, with a rules engine, an object including data and a rule identifier that indicates the base rule and generating an instance of the override rule with the rules engine.

21. The method of claim 20 wherein generating an instance of the override rule includes obtaining configuration data associated with the data contained in the object.

22. The method of claim 16 further comprising updating the base rule without modifying the override rule.