THE FOLLOWING SESSION IS FROM THE
Business Rules Forum

Thursday | 12:00pm - 1:00pm | Managing Decisions Track
Room: Plaza BC



Session

Developing Large Scale Intelligent Checklists

SPEAKER(s):

Speaker Photo: William A. Zemlak

William A. Zemlak

CEO, General Intelletics LLC

Speaker Photo: Dr. Jacob Feldman

Dr. Jacob Feldman

Founder / CTO, OpenRules, Inc.

MAIN FOCUS OF PRESENTATION:

FAMILIARITY WITH SUBJECT:

    ABOUT THIS SESSION:

    Large insurance policies often require 500 to 15,000 Facts to be gathered before a solution can be structured and quoted. Traditional Fact gathering approaches lead to excessive cost, risk and time requirement for both fact gatherers and answer providers. The requirement to maintain multiple revisions of the Facts, to keep supporting documentation synchronized and to provide Fact access to multiple individuals further complicates the process. Based on real-world use cases we describe how to apply business rules to create Web based dynamic intelligent checklists that educate, validate and recommend while guiding the gathering of only but all required Facts.


    ABOUT THE SPEAKER(s):

    Mr. Zemlak, 53, has ten years of experience in the application of business rules to complex decision/selection problems. He specializes in applications for the insurance, mortgage and financial planning industries, and is an expert in developing and maintaining the fact models required by BRMSs.
     
    He founded RightLoan Corporation which listed approximately 1,200 mortgage programs from 120 lenders. Prior to RightLoan, he was CEO of EComm Systems Corporation, a B2B ecommerce company. Mr. Zemlak has extensive international business experience. He has a bachelor of science in engineering from the University of Manitoba. He is a Canadian citizen and lives in Chicago, IL.

    Dr. Jacob Feldman is the CTO of OpenRules, Inc., a NJ corporation that created and maintains a highly popular Open Source Business Rules and Decision Management System commonly known as "OpenRules". He has extensive experience in development of decision support software using business rules, optimization, and machine learning technologies for real-world mission-critical applications. He is a frequent presenter at the major business rules events and a contributor to http://www.DMCommunity.org and other Decision Management social forums. Jacob is also a Specification and Maintenance Lead for the JCP standard JSR-331.


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