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Erik Marutian 
Tech Lead

Using Rules-based GUI Framework to power Dynamic Financial Applications

In this presentation we will describe our experience developing with a highly dynamic web application for a large bank using rules-based technology. We needed to:
  1. build new as well as to enhance existing systems to comply with customer due diligence
  2. apply a business rules management system to present a complex user interaction logic and to dynamically control completeness of a complex client onboarding process spread out through multiple systems and channels.

We selected OpenRules Dialog to be used as a general purpose rule engine as well as to replace graphical components (a survey type dynamic web based application) behind one of the channels.  

By replacing one of the original components with the OpenRules GUI Framework, we were able to:

Dramatically reduce components cost and schedule:
  • The cost in our specific example was reduced by a factor of 10 
  • The schedule, at the same time, was also reduced from 6 months to 2 months

Improve overall user experience:
  • Flexibility of the framework allowed meeting all specific business UX requirements. Even those that the original component could not meet.

Simplify maintenance and escape vendor “lock in”:

  • The “open source” nature meant that we owned all pieces of the framework at any time.
  • In additional, the framework allowed developing all requirements with minimal customization to the core features.

We will demo our web application with explanations how quite complex presentation and interaction logic was implemented using intuitive, business-oriented decision tables in MS Excel.
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