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Invoice analysis system

    Business Challenge

The client had a rule-driven system for invoices analysis, which could verify that invoices conformed to certain rules. The system was slow: it could take up to a minute to process a complex invoice. The system was not flexible: there were a few Rule Templates that could be used to create new rules by changing values of some parameters. Any new Rule Template could be created only by a programmer, requiring significant efforts. The system was not interoperable with other programs: it did not have any programmatic interface and it was "hard-wired" to a database it used. The client requested development of entirely new Rule engine, free of all shortcomings listed above.

    Solution

At first, it was not clear if a solution can be developed having relatively modest budget. The project started as Research & Development, mainly to investigate if some new concepts could work. When the prototype was created, it exceeded all expectations and quickly grew into the production system. The application was developed on .NET platform, with all interfacing done through Web Services. That solved the interoperability problems from the beginning. The base for the Rules engine was a very simple programming language, tight with the Object Model of the Invoice database. A Rule written in that language would be translated into Transact-SQL on the fly and executed on SQL Server 2000. That accelerated execution speed by thousand times. The users did not have to use that programming language though. They would use already created construction blocks - macros to create Rules. Each Rule would typically use 4-7 macros. To simplify users' life further, a Web-based interface was developed, so that Rules could be created in a few clicks using the mouse. The system was very flexible, since new macros could be developed by advanced users, not requiring any recompilation or enhancing the engine.



Software and Services: C#, VB.NET, .NET Framework, MS SQL Server 2000, MS IIS 5.0

    Benefits

A relatively simple but powerful rules engine was created within limited time-frame and budget. It is worth mentioning that the first version had been developed even before Visual Studio.NET was officially released. The first version showed much better performance than the previous system, while being able to execute the existing rules and ready for new. There were about ten times more rules created eventually. The Object Model was adaptable so the engine could be configured to work on a different database or even in a different business area. All interactions with the external systems done through Web Services that allowed easy extensibility of the system.



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