Monday, July 5, 2010

BRF+ORF+W3C+OMG+RIF+???==XYX Alphabet Soup

Greetings:

I was speaking with a friend today about (O)RF and what it meant to BRF and other communities of associated conferences. We kind-of decided that (O)RF is unique in its stated "By Developers, For Developers" slogan (It sounds silly now but it made sense then) but then they (the ORF directors) allowed EDM and BRF founders to state what they want ORF (it will always be ORF to me) to become or what they think it should become.

Perhaps Ron Ross was right; maybe there there should be a different track in BRF for CEP, another for EDM and, perhaps, another for the geeks and nerds who want rulebased systems (BRMS) to return to its AI roots. I think that had he been man enough to have called me first rather than having his "minior minions feel me out" on the subject, it might have been a single conference. Maybe. Maybe not.

In any event, BRF is what it is and ORF is what it is and quite possibly ne'er the twain shall meet on common ground. I am sincerely hoping that I can be there Monday, October 11th, (early Monday morning) and Monday night (late) in order to have a fireside chat with everyone about what we're doing today and where we're going. Personally, just one man's opinion, but I think that all of the conferences have become highly political and run not on logic but rather are emotion-fed engines that thrive on controversy. Thus has always been and thus shall always be. I really hope that I'm wrong and that rather that build walls for separate camps we might tear down the walls and use the stones to outline patches of carrots and beets and cabbages and leeks.

"May the sun join with a light, cool breeze at your back as you walk through life. May the road rise up to meet your feet and may there be no stumbling blocks along the way. May the Lord bless thee and keep thee. May the Lord find favor with thee and give thee peace. May the Lord hold you in the palm of his hand until we meet again." [An old Irish/Welsh/Scottish blessing taken from the Hebrew] Maybe, one day, we can live in peace and harmony and look for solutions rather than find errors in the ways of others. TTFN.

SDG
jco

Tuesday, June 29, 2010

Best In Open Source

Greetings:

We (InfoWorld) are looking, once again, for the best of the best (creme-de-la-creme) of the Open Source community. Does NOT have to be in the rulebase space but anything that is absolutely beneficial (some might say crucial) to the business community (not developer community) that advances the cause of Open Source to the business world.

If you know of such an item, please add a comment (and I will get it) along with what it does, why it enhances the open source community, why it helps business users, etc. But putting it into a comment block, you can see what others think as well. If someone else has already mentioned it, please add a "me too" comment so that I can collate the number of votes for or against.

I must have this by the first part of August in order to collate for my editor so the he can colllate it in mid Aug from all of the other editors so that the OS award for various categories can be published later that month.

So, the quicker the response, the better. Thanks for any help that you guys can give.

SDG
jco

Monday, June 21, 2010

Waiting for the Call

Greetings:

Well, here I am after being laid off (down sized, re-org'ed, whatever) from FICO - again. A stint with Neuron Data back in '98 - '99, another stint with Fair Isaac from '06 - '08, and now another stint ending in 2010. I don't think that we (either of us) really want to do another stint - unless, of course, Carlos and Carole Ann return to the FICO fold and need someone with my peculiar set of talents. I really did enjoy working with those folks.

Am I angry with any of them? Bless G-d, NO! I have learned lots of lessons from each stint with ND/FairIsaac/FICO as well as with each job with ILOG/JRules, Jess, CLIPS, CLIPS/R2 and all of the others. Knowledge is wonderful thing and, used for good, is even more wonderful. Of all of my jobs/contracts the only time I got into trouble was for telling the truth - which, sooner or later, was to return to me 10-fold. I think that the highest compliment that I EVER got was not for how much I knew, how much I helped the product, nor anything else. One of my former supervisors told one of my co-workers that I could be trusted to always tell the truth, not necessarily what he/she wanted to hear. And that I could be trusted to do what I really thought was the right thing to do at the time.

Some of my mentors along the way have been (first of all) Dr. Charles Forgy as well as Don Tallo, Carole Ann Berlioz-Matignon, Carlos Seranno Morales, Irwin Welker, Maarten Van Lier, Libor Lanyi and Philip Debras (ILOG guys at O2 in Munich), Henry Bowers (formerly PM with ILOG), MarkProctor (Drools), Dr. Ernest Friedman-Hill (Jess), Gary Riley (CLIPS) and many, many more. My mentors who helped so very much with my writing are Dr. Binshan Lin (LSU) for academic papers and Doug Dineley at InfoWorld (for commercial white paper articles.) Each and every one contributed to my growth in one way or another. I can NOT list out all of the co-workers who contributed to my overall knowledge except for maybe Richard Hill, Daniel Brookshier and Greg Barton who helped greatly with my Java growth that was much needed for working in any Java Rulebase.

So, if you guys know of someone who needs a really senior (dirty old man) consultant or a fairly half-fast Product Manager, give them my name and email (jco@kbsc.com) and I would love to hit the books again. Just finished the last part of my Pragmatic Marketing (for a Product Manager?) course and I learned quite a bit from it. I would HIGHLY recommend it for anyone in marketing, product management and especially for each and every sales person in your company.

Maybe I can go back to doing evaluations for InfoWorld again. Doug? Are you there? I hate to admit it, but Doug and I were pretty much responsible for making the term BRMS an industry acronym that became synonymous with rulebase, which it isn't, of course, but we did that dirty deed and now we have to stay with it. Regardless, there is still much ground to cover and the game is still afoot.

Thanks for listening,

SDG
jco


Saturday, May 29, 2010

Never Forget!

Greetings:

Lots of things should be forgotten, otherwise we could not continue as human beings but would end up a mindless heap quivering in the corner of a darkened room. However, some bad things we should not forget. Days like September 11, 1939: Germany invades Poland and WW II begins. September 7, 1941: Japan bombs Pearl Harbor. June 6, 1944: D-Day when the Allies landed on the beaches of Normandy and the word Omaha became more than just black marks on pieces of paper. The USA lost more than 3,000 men on that one beach from V Corps alone. All total, the allies lost 120,00+ men at Normandy.

So, Next Week, on the 6th of June, Sunday Morning, remember D-Day and the sacrifices made by the ordinary men who wore USA and USN uniforms in order to keep your freedom, your way of life.

SDG
jco

October Rules Fest - Looking Back and Forth

Greetings:

In some recent emails I have been asked why I don't want to "give back to the community" the things from ORF 2008 and ORF 2009 that have not (yet) been made public. Some of contents from some of those emails made it to public light. I feel that what I said in personal emails should have been just that; personal. But! Now that the dirty laundry is out in the open, as it were, I will make the following comments and then fade away into the wispy mist of the yesteryears of happy memories.

It was my pleasure to have devoted a great deal of time to ORF 2008 and ORF 2009 to try and see if the Geeks and Nerds of this world could make a conference happen that was focused on technology of rulebased systems, not the commercial side so much as on the theory and science of the AI aspect of the industry. In the process I lost $15,000+ (at a time when I had very little personal income) and I know that Rolando Hernandez lost a few thousand in 2008.

ORF ( http://www.OctoberRulesFest.org ) could not have happened without four things converging together as though they were concentric circles of foretold happenstance;

(1) Attendance from the technophiles of the world who longed for a place in the sun. Would that we had had more who could have attended but we didn't. Nor did we have a PR machine to tell anyone about them - just a ground swell of pent-up demand from geeks longing to tell their own story and listen to the stories of others from around the world. Some even paid their own way just to be part of what one attendee called "The Woodstock of Rulebase."

(2) Financial Sponsorship from a few big vendors; in particular Fair Isaac (now FICO, for whom I have been working again since January of this year) but also Third Pillar, No Magic, Visual Rules, BizRules and Production Systems Technologies. Even with their help, we still lost money. But they made the financial part happen.

(3) Extraordinary Unpaid Help - ORF 2008: Greg Barton, Rolando Hernandez, Pete Charpentier and a few others. ORF 2009: Greg Barton and Chelanie Israel. (True, Chelanie was a paid employee but she gave us a ridiculous rate for her services.) And Greg Barton was my strong right arm both years even though he didn't have as much spare time the second year. Finally, Mark Proctor who evangelized ORF and brought about half of Europe with him both years.

(4) Finally, The Speakers: Who paid their own way, paid for their own rooms and took the time to prepare for the conference. There are WAY too many to list but the headliners were, of course, Dr. Charles Forgy (Inventor of Rete, Rete 2, ReteNG) Gary Riley,(Inventor of CLIPS) John Zachman, (GodFather of EDM) Thomas Cooper (Early research on OPS5 at CMU), Carlos Seranno-Morales (Inventor of Advisor), Carole Ann Berlioz-Matignon, (EDM Evangelist and co-developer with Carlos), Dr. Richard Hicks (Texas A&M), Paul Vincent, (TIBCO) Daniel Selman (ILOG) and many, many others including several local university professors; Dr. Leon Kappelman (UNT), Dr. Daniel Levine (UTA) and Dr. Gopal Gupta (UTD). ORF is truly indebted to them, one and all.

These were the four pillars that held up the tableau that was ORF. Actually, to have made money from such a wonderful adventure would have seemed both crass in nature and purile in practice. So, having inadvertently lost money, I can truly say that I did it for the love of the art and science of AI and I wouldn't have anyone take that feeling away from me. Unfortunately, I feel that AI today is drifting into pure commercialism without the three things that will make it a wonderful thing: (1) The mainstay of R&D by the major companies and government, (2) one's own personal love of adventure and (3) the practitioner's search for perfection of artistry.

To the organizers of Rules Fest 2010 in San Jose this year: Keep the faith and fight the good fight. I really hope to see you there. For those who don't know about Rules Fest 2010, see http://www.rulesfest.org for more information and to sign up.

SDG
jco
CoFounder ORF-2008/ORF-2009

Monday, May 3, 2010

(October) Rules Fest 2010

Greetings:

One more time: (October) Rules Fest will be October 11th - October 13th and all details can be found at http://www.rulesfest.org now managed and maintained by Jason Morris of Morris Technical Services. So far, no list of speakers BUT there is a call for papers. So, if you feel that you would like to write something technical in one of five categories then write up a synopsis and send it in. Charles Young is collecting all of them and somewhere there is a group of guys who will determine who can speak and if that subject fits that category or should be moved or whatever.

In the past, we've had a lot of fun. Not that the Rules Fest is in Silicon Valley, it should draw LOTS more technical attendees and speakers. That was always the problem with holding ORF in Dallas; most of the techies were in California or North Carolina. So, with a bit of help from Michael Small (FICO - Chicago) the guys found a really nice hotel in San Jose to have the conference with a nice main conference room and some breakout rooms. Exactly what will happen and exactly WHO will be there will be posted as it happens. Hopefully the site will allow an RSS feed so that you can automagically track what's happening, including Tweets.

SDG
jco

Wednesday, April 28, 2010

Rules Fest in San Jose

Greetings:

OK, it seems to be on-track now with Jason Morris taking over as the head honcho for Rules Fest, formerly known as October Rules Fest. The old page of http://www.octoberrulesfest.org is still there but the new page will be simply http://www.rulesfest.org and Jason should have it up later this week. Charles Young should have the list of speakers out later this month (or next month) as well. Hopefully.

Email jason.c.morris@gmail.com and get all of the details, latest news, etc. The conference will be October 11th - 13th at the Dolce Hotel in San Jose. As I understand it, the room rates are $139 per night (plus tax) including a breakfast and coffee/tea during the day while at the conference. Per Jason, the price for the conference is $399 for all three days and that includes lunch. Bootcamps are extra and prices are set by the various vendors and presenters. Check in later with the site for confirmation when Jason gets it finished.

Looking forward to seeing all of the attendees from the past couple of years (ORF 2008 and ORF 2009) plus lots of other developers (geeks) from Silicon Valley.

SDG
jco

[Edited and changed on 29 March 2010]

Tuesday, April 6, 2010

FICO World 2010

Greetings:

Well, it's finally here next week. FICO World (formerly called InterACT) is here and will be in Miami, FL, this year. You can get all of the details at

http://www.fico.com/en/Company/Events/FICO-World/Pages/default.aspx

where you can register, follow on twitter, follow on Linked-In, just about anything. The big thing for me (as a PM for FICO Blaze Advisor) is that we will be showing off the latest version of Blaze Advisor 6.9. The RMA (Rule Maintenance Application across the net) has been really improved. The appearance, the functionality, the ease of use have all been improved and there are many other smaller upgrades that just makes it easier to use. Don Griest (and some other folks from FICO) will be there to show off Blaze Advisor 6.9 and many, many other decision management tools that FICO has to offer.

Remember, as with IBM - or ILOG - the rulebase is a small part of a huge enterprise effort. Carlos Seranno-Morales did an excellent job of pointing this out at ORF 2008 in his second presentation if you can still find the copy on the net. And that is the main difference between a BRMS (Business Rules Management System) and a rulebase. A rulebase is the heart and soul of the logic while the BRMS is ability to work within an enterprise system of business analytics, forecasting, scoring, etc. - all nicely bound together AND, normally, a BRMS will easily interface with SAP and other 3rd party tools to make life easier for everyone. A standalone rulebase, however, is nice for getting started and for working in other environments than just the pure business world.

Have fun and enjoy Miami.

SDG
jco

Thursday, March 25, 2010

Product Management

Greetings:

So, as most of you know, I have recently accepted the position of Product Manager for FICO. Whoopee! But, what I'm wondering is this: What exactly does a PM do for a company? Managing a product is like (but not like) managing people; the big difference is that you have to determine the path of a product so that people WANT to use your product and enjoy using it.

Much as the iPhone was more than just a phone, had Apple followed conventional wisdom they would have just improved on the many cellular phones that were already on the market. They didn't do that. They invented a whole new product and culture - one that could accept additions gracefully, upgrade easily and something that people (especially their target audience) totally enjoyed having. And, as a side benefit, it was a bit of a status symbol. Their only stumble along the way was tieing it so closely to an old-fashioned, slowly changing company; AT&T. To their credit, they still control the add-on market so that you don't get garbage for add-ons, whether free or $20. Developers hate the control but the public loves that what they get will work.

That being said, back to being a PM. I think that what I need is to find out what people, the users, really want. Not feedback from salesmen and consultants who leave out the warts and pimples so that the feedback is pretty and acceptable, but things that will, in the long-run, make the product something that everyone WANTS to use in their daily work. Not just financial people and stock marketeers, but the ordinary joe, the engineers, psychologists, chemists, doctors, warehouse managers, etc. Something that they can "show off" to their friends and neighbors as the latest and greatest thing in the industry. Something really cool.

The problem is that I don't know, at this point, what that magical combination of attributes and benefits would be. I've been chatting with the OMG people all week and they either don't know anything about a rulebase OR they know all about LISP and OPS5. I'm moving from group to group to hear what each one needs and there isn't one yet that could not use a rulebase of some kind to work out their problems and express them in a declarative manner rather than the monotonic, procedural manner and process that they have always used in the past in conjunction with IT.

OK, enough on that. Next blog will be a return to conflict resolution in rulebased systems. Promise. :-)

SDG
jco

Saturday, March 20, 2010

Snow in Texas

Greetings:

More snow in Texas as I pack up to head out tomorrow - maybe it will move on out tonight. Doesn't matter, really. I can always head out the next day. What's on the agenda for OMG/PRR this year? Actually, we should be trying to define (1) what is a rulebase engine, (2) what is forward and backward chaining (and the various combinations), (3) is conflict resolution absolutely necessary, (4) how can people who have never worked with the engine itself actually set standards for the rest of the world to follow?

The last one is easily answered: They have the money and you don't. So, they get to set the standards by sending someone, anyone, to the conference to represent the company to try and set their idea of these things as standards for the rest of the world to follow. 'Twas always thus and thus 'twill always be.

New rumour: PegaSystems bought Chordiant, a really neat little business flow management company (more of a CRM actually), for a paltry $161M. That puts Tata consultancy and CitiBank in partnership with Pega as well as Chordiant now. Pretty soon there will be one big company (probably IBM or Oracle) that will own everything and nothing will work properly because everyone is trying to get their stuff to be he "standard" by which all others will have to follow. Something like PRR at OMG. (See? You knew that I would bring everything full circle eventually, now didn't you?)

SDG
jco

Sunday, February 28, 2010

Conflict Resolution in Rules - Part 1

Greetings:

One more time - and this will be the first part of several editions on the subject. Later blogs will consider the details of the various Conflict Resolutions (CR) systems, when to use which one, and why each one is important. So, since CR has been such a critical part of a rulebased systems in the past, why is it that most rulebased systems being written and used today use either priority (salience) or the order of the rules as they were entered into the system to resolve conflict resolution? The answer is simple: It's easier to code the engine that way. Only a few (4 at last count) of today's rulebase engines still allow you to have a system that can allow you to depend on a true conflict resolution. Dr. Forgy discussed this with John McDermott way back in the 1980's in an article ("Production System Conflict Resolution Strategies; Pattern-Directed Inference Systems") that emphasized the importance of CR. Later, they wrote that MEA (Means-Ends-Analysis) was a slightly better system of CR than was LEX (Lexicographical) and WHY we can not use conflict resolution as a center of intelligence. It's a way to think about rules and how they should be enforced, not the rules themselves.

So why have most vendors moved away from MEA? Ease of programming AND because most Java programmers who are pretending to be rulebased consultants or engine programmers have no understanding of CR nor its importance to rules in general. So, why IS CR so blooming important? Aren't the rules just put into a big bucket enough to do the job? Two-part answer: (1) For a small job with less than a few thousand rules, you probably won't see any difference; usually because the "architect" has been able to arrange the rules and objects such that the CR has little or not effect on the performance nor the answer. (2) However, for a large project (10K rules or more along with several thousand objects) the process of "thinking" about the rules becomes paramount.

Think of it this way: If your rulebase is concerned with only one project, one problem (an insurance policy approval comes to mind) then all of the rules are, for all practical purposes, focused on solving a single problem. However, what if you have to think about a lot of things at one time, much like the human mind has to deal with many problems at one time and all of them in different time slots and conflicting time slots and many shades of priorities? Conflict Resolution is best discussed in some of the text books listed at http://www.kbsc.com/aiBooks.html because the academics (and this is NOT a derogatory term) don't have to support the idea of CR when actually writing a rulebased engine.

Here is a proposition: If you are using priority of the rules ONLY as the method of CR, then you may as well write the system in straight-up Java. It would, after all, be far easier to understand, to write and to put into operation. If you are using the order of entry as the means of resolving the CR, then why NOT just use a straight-up CASE statement or a huge IF-THEN system of Java clauses. After all, isn't that the kind of technique that is being taught in most rulebased classes?

Ah, because both the CASE statement nor the IF-THEN clause are monotonic - meaning that you can go through the rules one time and then quit. But, really now; implementing nonmonotonicity in either clause is just a matter of bookkeeping a huge WHILE clause (or maybe several while clauses) of some kind. So then, again, why use CR to resolve which rule to fire next?

The answer is that we are trying to insert some kind of intelligence into the system. CR of rules in the human brain is one of its distinguishing features in comparison to computers. Most of the CR in the human brain is done through the neural network of the brain and is not a cut-and-dried process as you might think at first. When we lose the ability to directly affect the thought process of the brain, we become stumbling idiots incapable of the simplest tasks. When we refuse to us CR for rules, we move from an intelligent rulebase to an idiot rulebase. It has been shown that as we remove the CR from the rules we do two things: (1) We make them far more fragile and (2) we make rule maintenance a nightmare.

Please, Rulebase Designers: Stop and think. Push back to the project manager who says that CR is not important because your competitor has dropped it and nobody noticed it. (Which might be true.) But, unfortunately, if the developers at that company did notice, there probably is very little that they could do other than complain and since the developers are not the ones who pay the bills, they wouldn't be noticed back at the vendor level. But what leaving CR out of the rulebase mix has done is to move us further and further away from what was, at one time, one of the defining factors of intelligent rules and a step up from the straight up IF-THEN rules of COBOL, C, C++ and/or Java.

Yes, I know that someone who actually lived back then will say that the only reason that they did this was to increase performance. Well, partially, that's true. BUT, that is not the main reason.

Next time: What is MEA and LEX and how do they differ both from each other and from common paradigms of CR. Thanks for listening...

SDG
jco

Warm Sunday Afternoons

Greetings:

Imagine for a moment that it's a warm, sunny Sunday afternoon in a city other than home. Your're sitting here in a strange hotel room trying to think of what you should have ready for tomorrow and for the all-day meetings all of next week on various topics, sub-topics and sub-sub-topics that will, eventually, decide what your product and your fate will become for the next few years. On the one hand, it's exciting, exhilarating and makes you feel more alive than anything else. On the other, there's the fear and dread of failure to live up to what you think you can do, what others think you can do to keep your established place in the market place and, if possible, to improve it; whether by leaps and bounds or even just bit by bit.

So, try as you might, you seek to think creatively without being obviously silly and, as my musician son would put it, without being "cheesy"; without so obviously trying to grab the attention of the market place with cheap tricks and shallow reasoning. Whatever you do it simply has to be solid and something that the market place needs and can't do without. It has to be something that is substantial and which, at the same time, won't create too radical a change in the way things are being done presently otherwise you will have a completely new product.

So, here we go - I'm asking for your help: What do you think that the "market place" of rulebased systems needs most? What is it that we can do for a product that it needs to be an even better product than it is today? Let's assume that you already have the finest Product Managers in the business, some of the most talented developers (engineers) that any company could want, and the God Father of Rulebased Systems himself as the chief scientists working on the problems and design analysis. With all of that, why would you have to ask for more help? Because it is the technical public, the business analysts, the USERS of the systems who can help a company define what a rulebased system should be and what it should and should not do.

[Back to first person] From our Ivory Towers, we can not predict what will be a "hit" and what will be a "miss" in this business. We have to get down in the trenches where those who work with our product or any other product day after day and find out what they want and, even more importantly, why they want it. It isn't enough to have one or more users to say that they want an engine that will solve a particular problem in a certain manner and give the appropriate answers, we have to know WHY that problem should be on the immediate need list and HOW that solution will make business easier for users.

Please feel free to either comment or contact me directly.

SDG
jco

Friday, February 26, 2010

Why Should I Care About Un-enforced Standards?

Greetings:

During these days of smaller and smaller budgets, way too many times, vendors, especially the smaller vendors, don't care about standards unless they directly affect sales today or next month. OK, maybe if they affect sales this year. But, here's the problem: Belonging to a standards committee is, many times, a defensive measure (to keep your product from being written out of the standards) or an overt attempt to directly influence the committee into accepting that YOUR standards as the only (or maybe just one of two) standard. A third, and unusually rare problem, is that the vendor is seen as doing one of the above when, all the time, their intentions are totally altruistic and in the interest of the industry as a whole - meaning that they are one of the "good guys".

And that is what we should be doing: Writing standards that help our industry to establish definitions so that we can have a common language so that when we talk with customers we can say that we adhere to standard XYZ and the customer know that when they say "blatherskater" it has the same meaning to both of us as well as any competitor that adheres to that standard.

But what if we adhere to our industry standards, what if we are concerned about our industry and we (all of us) are trying our best to be sure that we all agree on standards. Now, what if one of us should fail to adhere to one of those standards and produce a product that claims to adhere to that standard and the product does not adhere to that standard. What happens then? If there is no governing body to reinforce some kind of sanction, the standard is valueless. If the standards are not enforced by a governing body that can enforce some kind of economic sanction, or even a legal sanction, when there are violations of those accepted industry standards, then the standards have no value.

Back to the original question: Why should I care if they are not being enforced? Because we, all of us, have a duty and an obligation (especially the "Thought Leaders" such as FICO and IBM) to "do the right thing" even when no one is looking nor checking. The servant of the most value to the master is the one who does what is right and proper even when the master will never know nor find out. That is what is known as a "trusted servant." And we, the leaders of the industry, must do what is right and proper with respect to standards and ethics even when we know that we don't have to those things and that there is no retribution when we get caught doing the wrong thing. We, the "thought leaders" of our various industries, must be "Trusted Servants" of the industry.

All that being said, we MUST follow our own standards upon which we all will have agreed even when it means that we will take some kind of financial hit. The hardest thing of all is combating the argument, "But if we do this thing (that we know is wrong) it will cost us more money and if we don't do it no one will find out and even if they do find out, so WHAT? There's nothing that they can do about it." (Yes, I worked in sales for a year or so and heard all of that kind of thing.)

Hopefully, this won't be my last blog on this subject. Maybe next time I'll go after JSR-94 and what it means to have a standard that can be observed but means absolutely nothing to anyone whether you adhere to it or not. Maybe...

SDG
jco

Thursday, February 25, 2010

Blaze Advisor

Greetings:

Well, we're all working our tails off over here trying to get Blaze Advisor 6.9 out the door this quarter (more exact dates will come later) and start ramping up for Blaze Advisor 7.0 I've seen the new and improved 6.9 and it looks really good. For starters, the GUI part has been improved and a lot lof the suggestions from the users have been incororated into it. Advisor 7.0 will be even better, but 6.9 still has a LOT of really good stuff coming out.

I did work with Yaakov at KBSC to do some benchmarks for a client the other day to see how many trivial rows of a five column Decision Table we could put into a BA 6.8 Decision Table using Vista 64-bit O/S, 12GB of RAM and Java 6 JDK 64-bit. A lot of stuff was running in the background but still it installed and compiled a single table with 250,000+ rows. A single table (NOT the sane way to design a table) but someone had asked the question so we decided to just see what we could do. Certainly I hope that no one ever tries to do this in real life but at least we know what can be done.

Which brings up the question of proper rulebase architecture, something often forgotten. Just as you would not ask a beginner to design you database (you would get a certified DBA) then, in the same line of logic, you need a real RuleBase Architect to design and help maintain an enterprise rulebase. Going to a one-week (or three week) school certainly will get you started, but you need a professional if you have more the, say, 2K or 3K rules and you're running with a commercial database and a commercial server and any commercial anything. You MUST have the right person for the big jobs, and usuall that's one of the vendor's guys from the plant who has the contacts to reach out and touch for help in really sticky problems.

Well, enough for now. Check back later and I'll try to have more goodies for you. OR, a better idea, just sign up for the RSS feed and read them whenever they are posted.

SDG
jco

Monday, February 15, 2010

Collaboration and Participation


Rules Fest 2010 Conference - Feb 15th

Greetings:

Jason Morris is the leader of the new and improved Rules Fest 2010 - formerly known as October Rules Fest. This is known as REALLY short notice but I've blogged almost everywhere else and forgotten this one. The conference begins at 10:00 CST, 2:00 p.m. London time, 3:00 p.m. Paris and Munich, 8:00 a.m. in San Francisco.

Just go out to http://www.dimdim.com and register for the jcmorris-mts conference.

SDG
jco

Monday, February 1, 2010

October Rules Fest 2010 Update

Greetings:

FYI - Because I took a job with a vendor (FICO, the #1 Rulebase/BRMS in the world) as a Product Manager, Jason Morris of Morris Technical Services is now the Honcho of ORF. His # 2 guy (for now) is Mark Proctor and I think # 3 is either Rolando Hernandez or Jacob Feldman.

AND, the name might change - stay tuned for further developments. Film at 11. :-)

Seriously, Jason is going to need lots and lots of help; both time and money, from anyone who wants to be part of the group. Those of us who are vendors can help but I don't think that we should have an "official" position in the group. And, furthermore, if you want to be a REAL part of the group, then you will become a partner of the group, meaning that if the event loses money you lose money, if it makes money you make money. Vendor employees would be greatly encouraged to become partners. Perhaps there would be a partner list:

Diamond Partner: $10K / annum
Platinum Partner: $5K / annum
Gold Partner: $2K / annum
Partner: $1K / annum

And the partners could be listed on the web page itself. This would be similar to Art Groups where some of the more financially-gifted persons would be able to help in a more substantial way. Partners could be individuals or companies. There might even be certain benefits to being higher-level partners. That's for Jason to figure out, not me.

However, it has been a GREAT run for the past three years. Truly, I have enjoyed it and I would like to mention those who have made it possible - and I know I will leave someone out:
  • Dr. Charles Forgy and Gary Riley: These two gave the conference the credibility that made everything else possible.
  • Greg Barton (my strong right arm and without whom ORF would NOT have been possible.)
  • Rolando Hernandez (2008 would not have happened without him and Ile doing the web pages and the brochures.)
  • Pete Carapetyn for helping get the 2008 conference off the ground.
  • Carole Ann Berlioz-Matignon, formerly of FICO / Fair Isaac and now an independent consultant. She devoted time and energy and, most importantly, lots and lots of money (Diamond Sponsor both years) to the event. Without her, well, we would have been way, WAY in the hole.
  • Carlos Seranno-Morales, also formerly of FICO / Fair Isaac and now an independent consultant. His support came in the way of money (YES!) and a couple of really great presentations.
  • David Kim of Visual Rules, 2008 Gold Sponsor.
  • Mark Proctor, Edson Tirelli, Chris Verlaelen and others from Drools in both 2008 and 2009. Their Drools boot camps (both years) accounted for almost 25% of the attendees and almost all of the European attendees.
  • Academic Speaker such as Dr. Leon Kappelman (University of North Texas), Dr. Gopal Gupta (University of Texas at Dallas) and Dr. Daniel Levine (University of Texas at Arlington). For the 2010 conference (by whatever name) I'm hoping that Jason will get them to play an even greater part in the conference but already they are the academic foundation of ORF.
  • Larry Terrill who laid out the foundation of the Rete Algorithm for all beginners in a way that managers, students, academics, ANYONE could understand. Totally fantastic job!
  • Daniel Selman of ILOG who gave a great presentation in 2008 and, even after the conference, helped financially to make up some of the losses. Who else would contribute to a conference as a sponsor AFTER the conference was over???? What a guy!!
  • Dr. Rick Hicks (Texas A&M) who keeps reminding us of the Validation and Verification process for ANY rulebased process. I, for one, certainly hope that he returns every year to keep reminding us of the hazards and pitfalls of any technical project.
  • Thomas Cooper (Distinguished Guest 2009) and one of the God Fathers of Rulebased Systems for his enlightening talks and insightful questions. His presence at the Pub Nights was a blessing as well.
  • Paul Vincent (Tibco), Edson Tirelli (Drools), Charles Young (Solid Soft) and Adam Mollenkopf (FedEx) for their insights into Complex Event Processing. Hopefully 2010 will have even more on this subject.
  • David Holtz and Luke Voss for reminding us of our AI heritage and bringing the conference back home whenever we tended to stray from our roots. Both guys are scary brilliant and I hope that they return each and every year.
  • Finally, the ground rod of the group, Jason Morris, who started the Jess Boot Camp last year and has agreed to pick up the reins and make sure that ORF will always be the real conference BY developers and FOR developers.
Thanks to all of you and I know that I left someone out - probably several someones. :-) Regardless, it's been a great run, lots of fun, and I will be back next time as a speaker. So, if you can find it in your heart to contribute just $1K toward the next conference, I urge you to contact Jason and make your contribution. We, the developers, the geeks, the trolls under the bridge that keep the wheels of progress turning, should be able to make this happen each and every year. Please help Jason get this together and make 2010 even better and bigger than 2008 or 2009 ever dared to hope to be.

SDG
jco

Sunday, January 24, 2010

Dallas Rules Group - 2010

Greetings:

As some of you just learned, I will be working with FICO Product Management full time beginning on Monday, 25 Jan 2010. BUT, I still hope to lead (or co-lead) the Dallas Rules Group (DRG) now that the DRG has returned to its roots of being a local group of rulebase developers. Greg Barton (Southwest Airlines Rule Architect) has agreed to co-host and help lead the group with various kinds of projects.

Now, understand, this could be BRMS (Business Rules Management System) or it might be any other kind of rulebase that is used for forecasting, scheduling, configuration management, diagnosis, homeland security, airport/bus/train security or solving any truly complex problem that might have insufficient data and insufficient knowledge and then reporting on probable results.

So, beginning on the 2nd Tuesday of each month, we will convene (for now) at IBM in Dallas. Later, we might move to either the Sun Location or the Improving Enterprises location on North Dallas Tollway. What I would hope for in addition to DRG would be an Austin Rules Group, a Houston Rules Group, an XXX Rules Group - all local and all coming to October Rules Fest (ORF) each year to participate in a truly technical conference focused on technology and solutions rather than a business-oriented dog-and-pony show. The business guys have many, many conferences of their own, both by vendors such as FICO and ILOG, as well as the granddaddy of them all, the Business Rules Forum (BRF) hosted by Ron Ross et cie. (I hope that the business guys will attend the FICO user conferences that we do annually on many different topics.)

So, see you guys on the 2 Tuesday of each month. Check the web page (hopefully it will be up before the end of the month) for each months location, time, etc.

SDG
jco

Going Home...

Greetings:

Quite a long time ago, there was an old spiritual song called "Going Home." Sometimes I think of that and realize that I don't really have a home. Yesterday a friend of mine asked me if I had ever been outside of the state of Texas - probably because I'm constantly promoting West Texas as THE place to live and work. For curiosity's sake I listed for him the places that I have worked or lived for at least two weeks (most for several months) in my brief life: The list contained 45 different cities, about 8 countries and did not count the few vacation spots. Home for me is where I hang my hats (about 10 of them) and set up my computers (about 7 or 8). Out of all those places and towns, I made the conscious decision to choose West Texas as my home. If there were a number two or three selection it probably would be either San Francisco, CA, or Paris, France.

Anyway, this is not a blog on where I've lived nor how many hat I have nor even the number of computers that I use for various types of research. Rather, it's about returning to the AI family of Neuron Data / Blaze Software / Fair Isaac / FICO. Beginning tomorrow morning (25 Jan 2010) I will be, once again, working with FICO in Product Management - mostly working on Blaze Advisor but, hopefully, branching out into business optimization software such as analytics and forecasting. After all, my master's degree was focused in Quantitative Analysis and Forecasting and I wrote my first white papers (part of my thesis back then) on rulebased systems as used to do early analysis of statistical data for proper analysis.

So, what about the benchmarking programs and things of that nature that I have been doing at KBSC all these years? Again, I'm calling on my old friend in Sweetwater, Texas, Yaakov Kohen, former CTO of KBSC and present-day horse-wrangler, to step in and do that. I will be giving all of my material over to him, along with the spreadsheets, to keep up to date. So, if you have any questions, please contact him at mailto:yaakov@kbsc.com in the future. Don't expect a quick reply since he is just a bit over 70 and still has the ranch to manage in addition to doing benchmarks, writing white papers and doing forecasting programs.

I suppose that Yaakov might be able to wrangle an article or two in InfoWorld should the editors there see past his advanced years and consider only that he is one of the brightest minds in the industry, one of my few mentors, and fairly forthright (non-diplomatic) in his opinions. Also, he is an excellent shot (sniper level) with both rifle and pistol. You HAVE to be to live in Sweetwater - it's the home of the annual Sweetwater Rattlesnake Roundup every year. An shooting pesky coyotes that tend to bring down a whole cow for just a snack on the open range calls for shots of about 1K yards or more.

October Rules Fest will be turned over to one of several person who have expressed an interest in the masochism of conference leadership. We have a 3:00 p.m. conference call tomorrow to kick that off for 2010 and, if you would like to be part of that, just send me your Skype ID and I'll see if I can get it on the list before the call starts.

All in all, I'm looking forward to returning to work with some good friends and moving Blaze Advisor to even greater heights. I'm not sure that this blog will continue - maybe FICO will let me start one with a FICO address like some other folks there.

SDG
jco

Thursday, January 7, 2010

Greetings:

About the same time that Texas became a nation (1934, to become a state nine years later), Richard Henry Dana, Jr., began writing an American classic novel called "Two Years Before the Mast" - an intriguing story of his last two years as a common sailor on board the Alert. He finished it about 1840, five years before Texas became a state via a treaty between the two nations. It has become my considered opinion after 30 years in service to various software vendors and 15 years working with rulebase vendors, (I call it "30 Years Before the Mast") that their engineers should pass a two-year (or more) training course as a consultant for that company BEFORE EVER being allowed to touch one line of code.

I say this after having spent considerable time with engineers who work for various (really) major rulebase companies. I have not encountered one (not one at the engineering level) who has ever had to make his living working with customers and, as a direct result, has absolutely no idea about how the their tool is actually used. I do know that there are those who help with consulting who have served their time in engineering, but not the reverse; except for Dr. Charles Forgy and Paul Haley. OK, there may be one or two more but I don't know them.

So, is there a problem? You betcha, Red Ryder!! And a major problem it is as well. It seems that you can't communicate with these guys about real-world problems because they can not grasp the entire problem at once and possibly foresee other problems that might result from their "quick fix" solution. So they slap a band aid (plaster to you English guys) on the problem and really hope and pray that it actually works.

Now, Heads UP senior engineering management guys: make sure that your staff has "real world" experience in actually USING your software BEFORE allowing them to make even the first modification.

SDG
jco