Table of Contents

Conceptualization

Vocabulary

Concepts:

  • balance - a customer's account balance
  • registerDate - the date of registering the client as a customer
  • profile - one of the possible customer status
  • product - products/services offered by the bank

Relations:

  • balanceprofile
  • registerDateprofile
  • profileprofile
  • profileproduct
  • productproduct

Original Rules

This example comes from OpenRules. In the original case rules are stored in Excel spreadsheet.
[The original Excel spreadheet in HeKatE CVS: hekate_case_upsell-origin_rules.xls]

Below screenshots of Excel spreadsheet tables:

Observations