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Oracle® Business Rules

User’s Guide

10g (10.1.3.1.0)

B28965-01

September 2006

Oracle Business Rules User’s Guide, 10g (10.1.3.1.0)

B28965-01

Primary Author: Thomas Van Raalte

Contributing Author: Kevin Yu Hwang

Contributors: Qun Chen, Ching Luan Chung, David Clay, Kathryn Gruenefeldt, Gary Hallmark, Phil

Varner, Neal Wyse, Lance Zaklan

The Programs (which include both the software and documentation) contain proprietary information; they

are provided under a license agreement containing restrictions on use and disclosure and are also protected

by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly,

or decompilation of the Programs, except to the extent required to obtain interoperability with other

independently created software or as specified by law, is prohibited.

The information contained in this document is subject to change without notice. If you find any problems in

the documentation, please report them to us in writing. This document is not warranted to be error-free.

Except as may be expressly permitted in your license agreement for these Programs, no part of these

Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any

purpose.

If the Programs are delivered to the United States Government or anyone licensing or using the Programs on

behalf of the United States Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data

delivered to U.S. Government customers are "commercial computer software" or "commercial technical data"

pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As

such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation

and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license

agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial

Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA

94065.

The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently

dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup,

redundancy and other measures to ensure the safe use of such applications if the Programs are used for such

purposes, and we disclaim liability for any damages caused by such use of the Programs.

Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its

affiliates. Other names may be trademarks of their respective owners.

The Programs may provide links to Web sites and access to content, products, and services from third

parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites.

You bear all risks associated with the use of such content. If you choose to purchase any products or services

from a third party, the relationship is directly between you and the third party. Oracle is not responsible for:

(a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the

third party, including delivery of products or services and warranty obligations related to purchased

products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from

dealing with any third party.

iii

Contents

Preface................................................................................................................................................................. ix

Audience....................................................................................................................................................... ix

Documentation Accessibility..................................................................................................................... ix

Related Documentation.............................................................................................................................. x

Conventions ................................................................................................................................................. x

1 Overview of Oracle Business Rules

1.1 Introduction to Oracle Business Rules..................................................................................... 1-2

1.1.1 What Are Business Rules? .................................................................................................. 1-2

1.1.2 What Is a Data Model?........................................................................................................ 1-3

1.1.3 What Is a Rule-Based System?........................................................................................... 1-3

1.2 Oracle Business Rules Components......................................................................................... 1-4

1.2.1 Introducing Oracle Business Rules Rule Author ............................................................ 1-4

1.2.2 Introducing Oracle Business Rules Rules SDK ............................................................... 1-5

1.2.3 Introducing Oracle Business Rules RL Language........................................................... 1-5

1.2.4 Introducing Oracle Business Rules Rules Engine ........................................................... 1-6

1.3 Oracle Business Rules Rule Author Terms and Concepts .................................................... 1-6

1.3.1 Working with Rules............................................................................................................. 1-6

1.3.2 Working with Rule Sets ...................................................................................................... 1-7

1.3.3 Working with Repositories and Dictionaries .................................................................. 1-7

1.3.4 Working with Facts ............................................................................................................. 1-7

1.3.5 Working with Functions Variables and Constraints ...................................................... 1-8

1.4 Steps for Rule-Enabling a Java Application............................................................................ 1-9

1.4.1 Identify Application Areas to Rule-Enable...................................................................... 1-9

1.4.2 Provide Rule Author Definitions for the Data Model................................................. 1-10

1.4.3 Develop a Business Vocabulary for the Data Model ................................................... 1-10

1.4.4 Write and Customize Rules............................................................................................. 1-10

1.4.5 Modify or Create Application Logic That Uses Oracle Rules Engine....................... 1-10

1.4.6 Test the Rule-Enabled Application ................................................................................ 1-10

2 Getting Started with Rule Author

2.1 Creating a Rule Author User..................................................................................................... 2-2

2.2 Starting Rule Author .................................................................................................................. 2-2

2.3 Rule Author Home Page............................................................................................................ 2-4

2.4 Creating and Saving a Dictionary for the Car Rental Sample.............................................. 2-4

2.4.1 Connecting to a Rule Author Repository......................................................................... 2-4

2.4.2 Creating a Rule Author Dictionary................................................................................... 2-6

2.4.3 Saving a Rule Author Dictionary with a Version ........................................................... 2-7

2.4.4 Saving a Rule Author Dictionary ...................................................................................... 2-8

2.5 Defining a Data Model for the Car Rental Sample ................................................................ 2-8

2.5.1 Using Java Objects as Facts in the Car Rental Sample.................................................... 2-9

2.5.2 Adding Java Classes and Packages to Rule Author ....................................................... 2-9

2.5.3 Importing Java Classes to a Data Model ....................................................................... 2-11

2.5.4 Saving the Current State of Definitions......................................................................... 2-12

2.6 Defining the Business Vocabulary for the Car Rental Sample .......................................... 2-13

2.6.1 Specifying the Business Vocabulary for Java Fact Definitions................................... 2-13

2.6.2 Specifying the Business Vocabulary for Functions...................................................... 2-13

2.6.3 Specifying the Visibility for Properties and Methods ................................................. 2-14

2.7 Defining a Rule for the Car Rental Sample .......................................................................... 2-14

2.7.1 Creating a Rule Set for the Car Rental Sample............................................................. 2-14

2.7.2 Creating a Rule for the Car Rental Sample ................................................................... 2-15

2.8 Customizing Rules for the Car Rental Sample .................................................................... 2-23

2.9 Creating a Java Application Using Oracle Business Rules ................................................ 2-24

2.9.1 Importing the Rules SDK and Rules RL Language Classes ....................................... 2-25

2.9.2 Initializing the Repository with Rules SDK.................................................................. 2-25

2.9.3 Loading a Dictionary with Rules SDK........................................................................... 2-26

2.9.4 Specifying a Rule Set and Generating RL Language with Rules SDK...................... 2-26

2.9.5 Initializing and Executing a Rule Session ..................................................................... 2-27

2.9.6 Asserting Business Objects Within a Rule Session ...................................................... 2-27

2.9.7 Using the Run Function with a Rule Session................................................................ 2-28

2.10 Running the Car Rental Sample Using the Test Program.................................................. 2-28

3 Working with Rule Author Features

3.1 Working with Variables ............................................................................................................. 3-1

3.2 Working with Constraints ......................................................................................................... 3-2

3.3 Working with RLFacts................................................................................................................ 3-4

3.4 Working with Functions ............................................................................................................ 3-6

3.5 Working with Rules.................................................................................................................... 3-8

3.6 Viewing Java Objects in a Data Model .................................................................................... 3-9

3.6.1 Specifying Visibility and Object Chaining for Rule Author Lists.............................. 3-10

3.7 Generating Oracle Business Rules RL Language Text ....................................................... 3-11

3.7.1 Generating Viewing and Checking RL Language Text .............................................. 3-11

3.8 Configuring Rule Author Dictionary Properties................................................................. 3-11

3.8.1 Using the Advanced Test Expression Option............................................................... 3-12

3.8.2 Using the Logging Option............................................................................................... 3-13

3.9 Deleting a Rule Author Dictionary ....................................................................................... 3-13

3.10 Importing and Exporting a Dictionary ................................................................................. 3-14

3.11 Working with Test Rulesets ................................................................................................... 3-16

3.12 Invoking Rules and Obtaining Rules Engine Results......................................................... 3-18

3.12.1 Overview of Results Examples ....................................................................................... 3-19

3.12.2 Using a Global Variable to Obtain Results.................................................................... 3-19

3.12.3 Using Container Objects to Obtain Results................................................................... 3-20

3.12.4 Using Reasoned On Objects to Obtain Results............................................................. 3-21

4 Using XML Facts with Rule Author

4.1 Overview of Using XML Documents and Schemas with Rule Author .............................. 4-2

4.2 Creating a Rule Author User and Starting Rule Author....................................................... 4-2

4.3 Creating and Saving a Dictionary for the XML Car Rental Sample.................................... 4-2

4.3.1 Connecting to a Rule Author Repository......................................................................... 4-3

4.3.2 Creating a Rule Author Dictionary................................................................................... 4-4

4.3.3 Saving a Rule Author Dictionary with a Version ........................................................... 4-5

4.3.4 Saving a Rule Author Dictionary ...................................................................................... 4-6

4.4 Defining a Data Model for the XML Car Rental Sample....................................................... 4-7

4.4.1 Using XML Schema as Facts in the XML Car Rental Sample........................................ 4-7

4.4.2 Adding XML Facts for the Car Rental Sample (XML Schema Processing)................. 4-7

4.4.3 Importing XML Schema Elements to a Data Model .................................................... 4-10

4.4.4 Viewing XML Facts in a Data Model............................................................................. 4-12

4.4.5 Saving the Current State of XML Fact Definitions....................................................... 4-12

4.5 Defining the Business Vocabulary for the XML Car Rental Sample ................................ 4-12

4.5.1 Specifying the Business Vocabulary for XML Fact Definitions ................................. 4-13

4.5.2 Specifying the Business Vocabulary for Functions...................................................... 4-14

4.5.3 Specifying the Visibility for Properties and Methods for XML Facts ....................... 4-14

4.6 Defining a Rule for the XML Car Rental Sample ................................................................ 4-14

4.6.1 Creating a Rule Set for the XML Car Rental Sample ................................................... 4-15

4.6.2 Creating a Rule for the XML Car Rental Sample ......................................................... 4-15

4.7 Customizing Rules for the XML Car Rental Sample .......................................................... 4-23

4.8 Creating a Java Application with a Rule Session Using XML Facts................................. 4-24

4.8.1 Importing the Rules SDK and Rules RL Classes.......................................................... 4-25

4.8.2 Creating a JAXB Context and Unmarshalling the XML Document.......................... 4-26

4.8.3 Initialize the Repository with Rules SDK...................................................................... 4-26

4.8.4 Loading A Dictionary with Rules SDK ......................................................................... 4-26

4.8.5 Loading a RuleSet and Generating RL Language for a Data Model and Rule Set . 4-27

4.8.6 Initializing and Executing a Rule Session ..................................................................... 4-27

4.8.7 Asserting XML Data from Within a Rule Session........................................................ 4-28

4.8.8 Using the Run Function with a Rule Session................................................................ 4-28

4.9 Running the XML Car Rental Sample Using the Test Program........................................ 4-28

5 Using JSR-94

5.1 Oracle Business Rules with JSR-94 Rule Execution Sets ...................................................... 5-1

5.1.1 Creating a JSR-94 Rule Execution Set from Rule Sets in a File Repository ................. 5-1

5.1.2 Creating a JSR-94 Rule Execution Set from a WebDAV Repository ............................ 5-2

5.1.3 Creating a Rule Execution Set from Oracle Business Rules RL Language Text ......... 5-3

5.1.4 Creating a Rule Execution Set from RL Language Text Specified in a URL............... 5-5

5.1.5 Creating Rule Execution Sets with Rule Sets from Multiple Sources .......................... 5-6

5.2 Using the JSR-94 Interface with Oracle Business Rules......................................................... 5-6

5.2.1 Creating a Rule Execution Set with CreateRuleExecutionSet....................................... 5-6

5.2.2 Creating a Rule Session with createRuleSession............................................................. 5-7

5.2.3 Working with JSR-94 Metadata ......................................................................................... 5-7

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