SMARTS™ RULES AUTHORING

Go beyond business rules management

Use your data to author and test rules
Express rules in a user-friendly manner
Model decisions as you gather requirements for a new project
Reuse rules across many dimensions

See SMARTS™ Rules Authoring in Action

USE YOUR DATA TO AUTHOR & TEST RULES

Quickly transform your data into rules and test as you go through point-and-click

Simply upload sample data to start (ex. customer applications, activity logs, work orders)
Use RedPen™ rules authoring tool to select the data attributes and values from sample data and write rules without code
Immediately test your rules on your sample data

Easily create turbo-fast scoring, rating, and pricing engines

Simply upload existing rate tables, pricing calculators, or other matrices in spreadsheet form
Use Lookup Models to automatically translate everything into executable rules
Immediately test your rules on your sample data

Integrated interface for rules authoring

Integrated environment allows users to view data and KPIs in context of the decision logic.

Point-and-click rules authoring with RedPen™

Using RedPen™ to easily identify what data is referenced in an auto risk assessment rule and quickly modify rule conditions

Immediately testing how a rule modification impacts decision outcomes

How to create a Lookup Model from existing spreadsheets

Auto insurance quote decision flow example

Auto insurance quote displayed as a decision flow

Auto insurance Tier Assessment rule set displayed as a list of easy-to-understand rules

EXPRESS RULES IN A USER-FRIENDLY MANNER

Choose how to write your rules

Use RedPen™ to author rules from sample data through point-and-click
Author rules in SQL-like format
Use Lookup Models to automatically translate spreadsheets into rules
Use SparkL to express advance computations (ex. mathematical equations, string manipulations, constraints) in a natural, easy-to-understand language
Use Pencil to build a decision model and automatically translate it into rules

Choose how to view your rules

Change graphical representations for each rule set through SMARTS™ fluid rule metaphors
Display rules sets as text, decision tables, decision trees, or graphs
Choose the right view to help you accomplish your task at hand

MODEL DECISIONS AS YOU GATHER NEW PROJECT REQUIREMENTS

Capture and organize data requirements and business rules from the get go

Use our Pencil modeling tool to define and graphically represent requirements, inputs, and outputs
- Ideal for early phases of a project (ex. launching a new product or service)
- Follows Decision Model and Notation (DMN) standard
Collaborate with stakeholders to refine your decision model
Automatically translate the decision model into executable rules

DMN diagram of an auto insurance quote - premiums are determined based on the plan, the applicant risk and status, underwriting guidelines, and any credits the applicant may have

DMN diagram of auto insurance quote

Exception Rule created for the state of California

REUSE RULES ACROSS MANY DIMENSIONS

Easily author, organize, and maintain complex decisions

Efficiently manage decisions that vary by dimension through SMARTS™ cascading decisions
- State or country-specific policies
- Lines of business and products
- Customer segments, marketing channels, and more
Author common rules once and then add exception rules where necessary
Quickly conduct compliance audits and adapt to changing regulations

Your Next Steps

FEATURED BLOG POSTS

What to Look For in a Decision Management System (DMS)?

Our “Decision Management 101” series is designed for business leaders who are unfamiliar with decision management and are currently facing challenges with automation, adaptability, and scalability. In Part 3, we cover what to look for in a decision management system.

How Can Decision Management Address Business Growth Challenges?

Our “Decision Management 101” series is designed for business leaders who are unfamiliar with decision management and are currently facing challenges with automation, adaptability, and scalability. In Part 2, we cover how decision management can address business growth challenges.