HeKatE Case: UpSell


UpSell is a simple business use case for increasing the sale of banking products. This example comes from OpenRules (http://openrules.com/examples.htm). In the original case rules are stored in Excel spreadsheet (http://openrules.com/docs/xls/UpSell.xls). The case was also described and modeled by Sebastian Radzik in his master thesis Design rules examples (PL); his design of this CASE in PL can be found on HeKatE UpSell Design wiki page.

The case provides rules which help to decide which products should be offered to the customer. The system can also set a comment about the client package. The decision is based on the client profile and products which the client has or does not have. The client profile is assigned in two phases:

  1. the client profile is set depending on client combined minimum and maximum balances,
  2. the client profile is updated depending on the date of registering the client as a customer.

See for a full Description (see Description in the design process).




  • 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


  • balanceprofile
  • registerDateprofile
  • profileprofile
  • profileproduct
  • productproduct

See for a full Conceptualization (see Conceptualization in the design process).

Conceptual design

See for a full Conceptual Design (see Conceptual Design in the design process).

Attribute Specification

See for a full Attribute Specification. (see Attribute Specification in the design process).


XTT prototype


See for a full Prototyping. (see Prototyping in the design process).

Logical Design

See for a full Logical Design. (see Logical Design in the design process).

Formal Analysis

See for a full Formal Analysis. (see Formal Analysis in the design process).

Physical Design

See for a full Physical Design. (see Physical Design in the design process).


See for a full Integration. (see Integration in the design process).


See for a full Summary. (see Summary in the design process).

hekate/cases/hekate_case_upsell/start.txt · Last modified: 2019/06/27 15:49 (external edit)
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