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Valerio Cosentino - IBM, AtlanMod, INRIA & EMN, Nantes - valerio.cosentino@fr.ibm.com
Jordi Cabot - AtlanMod, INRIA & EMN, Nantes - jordi.cabot@mines-nantes.fr
Patrick Albert – IBM - albertpa@fr.ibm.com
Philippe Bauquel – IBM - bauquel.p@fr.ibm.com
Jacques Perronnet – IBM - jacques_perronnet@fr.ibm.com




          A Model Driven Reverse Engineering
           framework for extracting business
              rules out of a Java application




                                                                                                       1

                          RuleML 2012, Montpellier, France – 29 August
                                                                                        © 2009 IBM Corporation
Outline

 Introduction
   – Context & problem
   – Example
   – Business rule extraction process
 Framework overview
   – Model discovery
   – Variable classification
   – Business rule identification
   – Business rule representation
 Conclusion & Future work




2                                       © 2009 IBM Corporation
Introduction - context & problem

 Context: every organization needs to periodically reevaluate and evolve
  its company policies enforced in its Information System (IS) by means of
  a set of business rules




3                                                                © 2009 IBM Corporation
Introduction - context & problem

 Context: every organization needs to periodically reevaluate and evolve
  its company policies enforced in its Information System (IS) by means of
  a set of business rules
 Business rule:
   – « Relevant action aiming at constraining some precise aspect of a
     business »
   – Key component for ISs




4                                                                © 2009 IBM Corporation
Introduction - context & problem

 Context: every organization needs to periodically reevaluate and evolve
  its company policies enforced in its Information System (IS) by means of
  a set of business rules
 Business rule:
   – « Relevant action aiming at constraining some precise aspect of a
     business »
   – Key component for ISs
 Problem: policies and rules must be aligned at all time, but in most of
  ISs business rules are scattered among the source code.




5                                                                  © 2009 IBM Corporation
Introduction - context & problem

 Context: every organization needs to periodically reevaluate and evolve
  its company policies enforced in its Information System (IS) by means of
  a set of business rules
 Business rule:
   – « Relevant action aiming at constraining some precise aspect of a
     business »
   – Key component for ISs
 Problem: policies and rules must be aligned at all time, but in most of
  ISs business rules are scattered among the source code.


Hard to find the business rules within the IS even for small application




6                                                                  © 2009 IBM Corporation
Introduction - context & problem

 Context: every organization needs to periodically reevaluate and evolve
  its company policies enforced in its Information System (IS) by means of
  a set of business rules
 Business rule:
   – « Relevant action aiming at constraining some precise aspect of a
     business »
   – Key component for ISs
 Problem: policies and rules must be aligned at all time, but in most of
  ISs business rules are scattered among the source code.


Hard to find the business rules within the IS even for small application
         Hard to evolve (quickly and safely) company policies



7                                                                  © 2009 IBM Corporation
Introduction - example




8                        © 2009 IBM Corporation
Introduction - example




9                        © 2009 IBM Corporation
Introduction - example

 Rules modeling the application:
   – Hunters:
      
        Never die
      
        Hunt animals
   – Rabbits & Birds:
      
        Can die by being eaten by foxes, hunted by hunters, of
        starvation, old age or overcrowding
      
        Can breed when they reach their breeding age
      
        Eat grass
   – Foxes:
      
        Can die by being eaten by hunters, of starvation, old age or
        overcrowding
      
        Can breed when they reach their breeding age
      
        Eat rabbits and birds




10                                                               © 2009 IBM Corporation
Introduction - example

 Rules modeling the application:
   – Hunters:
      
        Never die
      
        Hunt animals
   – Rabbits & Birds:
      
        Can die by being eaten by foxes, hunted by hunters, of
        starvation, old age or overcrowding
      
        Can breed when they reach their breeding age
      
        Eat grass
   – Foxes:
      
        Can die by being eaten by hunters, of starvation, old age or
        overcrowding
      
        Can breed when they reach their breeding age
      
        Eat rabbits and birds




11                                                               © 2009 IBM Corporation
Introduction – example




12                       © 2009 IBM Corporation
Introduction - example




13                       © 2009 IBM Corporation
Introduction - example




14                       © 2009 IBM Corporation
Introduction - example




15                       © 2009 IBM Corporation
Introduction - business rule extraction process

 Business rule extraction (BREX) process:
   – Allows extracting business rules out of an IS, isolating the code
     segments which are directly related to business
   – Three major activities:
      
         Variable Classification → finds variables related to
         domain/business concepts and hintining at BRs
      
         Business rule identification → collects chunks of code related to
         the variables identified in the previous step
      
         Business rule representation → presents the extracted BRs by
         means of artifacts (graphs, textual representations, …)




16                                                                © 2009 IBM Corporation
Introduction - business rule extraction process

 Business rule extraction (BREX) process:
   – Allows extracting business rules out of an IS, isolating the code
     segments which are directly related to business
   – Three major activities:
      
         Variable Classification → finds variables related to
         domain/business concepts and hintining at BRs
      
         Business rule identification → collects chunks of code related to
         the variables identified in the previous step
      
         Business rule representation → presents the extracted BRs by
         means of artifacts (graphs, textual representations, …)

 Model Driven Engineering techniques:
   – Abstract & homogeneous representation
   – Modular solving process
   – Non-intrusive solution


17                                                                © 2009 IBM Corporation
Framework overview - model discovery




 A new operation (Model Discovery) is added to the BRE process to
  move the problem from a grammarware technological space to the
  modelware one.
   – Input: source code
   – Output: platform specific model (PSM)




18                                                             © 2009 IBM Corporation
Framework overview - variable classification




 Variables Classification identifies the domain variables together with
  their containing classes
   – Input: PSM
   – Output: model containing all domain's classes and their inner
      variables




19                                                                 © 2009 IBM Corporation
Framework overview - variable classification




20                                             © 2009 IBM Corporation
Framework overview - variable classification




21                                             © 2009 IBM Corporation
Framework overview - variable classification




22                                             © 2009 IBM Corporation
Framework overview - variable classification




23                                             © 2009 IBM Corporation
Framework overview - variable classification




24                                             © 2009 IBM Corporation
Framework overview - variable classification




25                                             © 2009 IBM Corporation
Framework overview - variable classification - metamodel

 For each class in a group, its variables are classified in:
   – Single-access: class attributes occurring at most once on the left
     side of an assignment
   – Multi-access: class attributes occurring more than once on the left
     side of an assignment
   – Potentials: variables declarated in methods and occurring on the left
     side of an assignment




26                                                                © 2009 IBM Corporation
Framework overview - variable classification - metamodel

 For each class in a group, its variables are classified in:
   – Single-access: class attributes occurring at most once on the left
     side of an assignment
   – Multi-access: class attributes occurring more than once on the left
     side of an assignment
   – Potentials: variables declarated in methods and occurring on the left
     side of an assignment




     – Traceability: relates the classified variables to the source code
27                                                                    © 2009 IBM Corporation
Framework overview - business rule identification




28                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Domain model extraction:
   – Input: PSM, the domain variables model
   – Output:
       
         Model conforming to the Business Object Model/Vocabulary
         [BOM/VOC] metamodel of IBM WebSphere ILOG Jrules

     – Extracts method signatures and class attributes from the classes
       containing the domain variables identified in the variables
       classification step
     – Provides a default vocabulary for these entities to be reused in the
       description of the business rules
     – The user can tune the process and define its verbalization




29                                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Domain model extraction:




30                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




31                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i (ex: alive)




32                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




33                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




34                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




35                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




36                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




37                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




38                                                             © 2009 IBM Corporation
Framework overview - business rule identification

 Slicing operation:
   – Input: PSM, a variable i contained in the domain variables model
   – Output:
       
         PSM enriched with annotations (PSMA) on all the statements,
         variable declarations and methods relevant for i




39                                                             © 2009 IBM Corporation
Framework overview - business rule identification




40                                                  © 2009 IBM Corporation
Framework overview - business rule identification




41                                                  © 2009 IBM Corporation
Framework overview - business rule identification




42                                                  © 2009 IBM Corporation
Framework overview - business rule identification




43                                                  © 2009 IBM Corporation
Framework overview - business rule identification




44                                                  © 2009 IBM Corporation
Framework overview - business rule identification




45                                                  © 2009 IBM Corporation
Framework overview - business rule identification




46                                                  © 2009 IBM Corporation
Framework overview - business rule identification




47                                                  © 2009 IBM Corporation
Framework overview - business rule identification




48                                                  © 2009 IBM Corporation
Framework overview - business rule identification




49                                                  © 2009 IBM Corporation
Framework overview - business rule identification




50                                                  © 2009 IBM Corporation
Framework overview - business rule identification




51                                                  © 2009 IBM Corporation
Framework overview - business rule identification




52                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Business rules model extraction:




53                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Business rules model extraction:
     – Input: Domain model and PSM enriched with annotations (PSMA) on
       all the statements, variable declarations and methods relevant for i
     – Output:
         
            Business rule model for the variable i

     – PSMA contains information of classes outside the business domain.
       The domain model is used to exclude them




54                                                                © 2009 IBM Corporation
Framework overview - business rule identification

 Classes related to the variable alive:




55                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Classes outside the domain:




56                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Classes inside the domain:




57                                                  © 2009 IBM Corporation
Framework overview - business rule identification

 Intersection with the domain classes:




58                                                  © 2009 IBM Corporation
Framework overview - business rule identification - metamodel




59                                                    © 2009 IBM Corporation
Framework overview - business rule identification - metamodel




60                                                    © 2009 IBM Corporation
Framework overview

 Business rules representation:




 Business rules representation provides human-understandable artifacts
  (text and graph) for the extracted BRs.
    – Input: domain model (optional), business rule model-i
    – Output: text or graph




61                                                             © 2009 IBM Corporation
Framework overview

 Text:




62                   © 2009 IBM Corporation
Framework overview

 Graph:




63                   © 2009 IBM Corporation
Conclusion & Future work

 MDE benefits:
   – Non-intrusive approach
   – Modular framework
   – Internal/external representation of BRs
   – Traceability
 Test on a real use case:
     – IBM Rational Programming Patterns :
         
           > 5000 classes, 476 system variables
         
           Variable classification step improved with new heuristics
         
           Optimization of the slicing operation
 Future works:
     – Extend the framework to other languages
     – Identify BRs in the other layers composing an application



64                                                                     © 2009 IBM Corporation
Questions




65          © 2009 IBM Corporation

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A Model Driven Reverse Engineering framework for extracting business rules out of a Java application

  • 1. Valerio Cosentino - IBM, AtlanMod, INRIA & EMN, Nantes - valerio.cosentino@fr.ibm.com Jordi Cabot - AtlanMod, INRIA & EMN, Nantes - jordi.cabot@mines-nantes.fr Patrick Albert – IBM - albertpa@fr.ibm.com Philippe Bauquel – IBM - bauquel.p@fr.ibm.com Jacques Perronnet – IBM - jacques_perronnet@fr.ibm.com A Model Driven Reverse Engineering framework for extracting business rules out of a Java application 1 RuleML 2012, Montpellier, France – 29 August © 2009 IBM Corporation
  • 2. Outline  Introduction – Context & problem – Example – Business rule extraction process  Framework overview – Model discovery – Variable classification – Business rule identification – Business rule representation  Conclusion & Future work 2 © 2009 IBM Corporation
  • 3. Introduction - context & problem  Context: every organization needs to periodically reevaluate and evolve its company policies enforced in its Information System (IS) by means of a set of business rules 3 © 2009 IBM Corporation
  • 4. Introduction - context & problem  Context: every organization needs to periodically reevaluate and evolve its company policies enforced in its Information System (IS) by means of a set of business rules  Business rule: – « Relevant action aiming at constraining some precise aspect of a business » – Key component for ISs 4 © 2009 IBM Corporation
  • 5. Introduction - context & problem  Context: every organization needs to periodically reevaluate and evolve its company policies enforced in its Information System (IS) by means of a set of business rules  Business rule: – « Relevant action aiming at constraining some precise aspect of a business » – Key component for ISs  Problem: policies and rules must be aligned at all time, but in most of ISs business rules are scattered among the source code. 5 © 2009 IBM Corporation
  • 6. Introduction - context & problem  Context: every organization needs to periodically reevaluate and evolve its company policies enforced in its Information System (IS) by means of a set of business rules  Business rule: – « Relevant action aiming at constraining some precise aspect of a business » – Key component for ISs  Problem: policies and rules must be aligned at all time, but in most of ISs business rules are scattered among the source code. Hard to find the business rules within the IS even for small application 6 © 2009 IBM Corporation
  • 7. Introduction - context & problem  Context: every organization needs to periodically reevaluate and evolve its company policies enforced in its Information System (IS) by means of a set of business rules  Business rule: – « Relevant action aiming at constraining some precise aspect of a business » – Key component for ISs  Problem: policies and rules must be aligned at all time, but in most of ISs business rules are scattered among the source code. Hard to find the business rules within the IS even for small application Hard to evolve (quickly and safely) company policies 7 © 2009 IBM Corporation
  • 8. Introduction - example 8 © 2009 IBM Corporation
  • 9. Introduction - example 9 © 2009 IBM Corporation
  • 10. Introduction - example  Rules modeling the application: – Hunters:  Never die  Hunt animals – Rabbits & Birds:  Can die by being eaten by foxes, hunted by hunters, of starvation, old age or overcrowding  Can breed when they reach their breeding age  Eat grass – Foxes:  Can die by being eaten by hunters, of starvation, old age or overcrowding  Can breed when they reach their breeding age  Eat rabbits and birds 10 © 2009 IBM Corporation
  • 11. Introduction - example  Rules modeling the application: – Hunters:  Never die  Hunt animals – Rabbits & Birds:  Can die by being eaten by foxes, hunted by hunters, of starvation, old age or overcrowding  Can breed when they reach their breeding age  Eat grass – Foxes:  Can die by being eaten by hunters, of starvation, old age or overcrowding  Can breed when they reach their breeding age  Eat rabbits and birds 11 © 2009 IBM Corporation
  • 12. Introduction – example 12 © 2009 IBM Corporation
  • 13. Introduction - example 13 © 2009 IBM Corporation
  • 14. Introduction - example 14 © 2009 IBM Corporation
  • 15. Introduction - example 15 © 2009 IBM Corporation
  • 16. Introduction - business rule extraction process  Business rule extraction (BREX) process: – Allows extracting business rules out of an IS, isolating the code segments which are directly related to business – Three major activities:  Variable Classification → finds variables related to domain/business concepts and hintining at BRs  Business rule identification → collects chunks of code related to the variables identified in the previous step  Business rule representation → presents the extracted BRs by means of artifacts (graphs, textual representations, …) 16 © 2009 IBM Corporation
  • 17. Introduction - business rule extraction process  Business rule extraction (BREX) process: – Allows extracting business rules out of an IS, isolating the code segments which are directly related to business – Three major activities:  Variable Classification → finds variables related to domain/business concepts and hintining at BRs  Business rule identification → collects chunks of code related to the variables identified in the previous step  Business rule representation → presents the extracted BRs by means of artifacts (graphs, textual representations, …)  Model Driven Engineering techniques: – Abstract & homogeneous representation – Modular solving process – Non-intrusive solution 17 © 2009 IBM Corporation
  • 18. Framework overview - model discovery  A new operation (Model Discovery) is added to the BRE process to move the problem from a grammarware technological space to the modelware one. – Input: source code – Output: platform specific model (PSM) 18 © 2009 IBM Corporation
  • 19. Framework overview - variable classification  Variables Classification identifies the domain variables together with their containing classes – Input: PSM – Output: model containing all domain's classes and their inner variables 19 © 2009 IBM Corporation
  • 20. Framework overview - variable classification 20 © 2009 IBM Corporation
  • 21. Framework overview - variable classification 21 © 2009 IBM Corporation
  • 22. Framework overview - variable classification 22 © 2009 IBM Corporation
  • 23. Framework overview - variable classification 23 © 2009 IBM Corporation
  • 24. Framework overview - variable classification 24 © 2009 IBM Corporation
  • 25. Framework overview - variable classification 25 © 2009 IBM Corporation
  • 26. Framework overview - variable classification - metamodel  For each class in a group, its variables are classified in: – Single-access: class attributes occurring at most once on the left side of an assignment – Multi-access: class attributes occurring more than once on the left side of an assignment – Potentials: variables declarated in methods and occurring on the left side of an assignment 26 © 2009 IBM Corporation
  • 27. Framework overview - variable classification - metamodel  For each class in a group, its variables are classified in: – Single-access: class attributes occurring at most once on the left side of an assignment – Multi-access: class attributes occurring more than once on the left side of an assignment – Potentials: variables declarated in methods and occurring on the left side of an assignment – Traceability: relates the classified variables to the source code 27 © 2009 IBM Corporation
  • 28. Framework overview - business rule identification 28 © 2009 IBM Corporation
  • 29. Framework overview - business rule identification  Domain model extraction: – Input: PSM, the domain variables model – Output:  Model conforming to the Business Object Model/Vocabulary [BOM/VOC] metamodel of IBM WebSphere ILOG Jrules – Extracts method signatures and class attributes from the classes containing the domain variables identified in the variables classification step – Provides a default vocabulary for these entities to be reused in the description of the business rules – The user can tune the process and define its verbalization 29 © 2009 IBM Corporation
  • 30. Framework overview - business rule identification  Domain model extraction: 30 © 2009 IBM Corporation
  • 31. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 31 © 2009 IBM Corporation
  • 32. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i (ex: alive) 32 © 2009 IBM Corporation
  • 33. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 33 © 2009 IBM Corporation
  • 34. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 34 © 2009 IBM Corporation
  • 35. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 35 © 2009 IBM Corporation
  • 36. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 36 © 2009 IBM Corporation
  • 37. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 37 © 2009 IBM Corporation
  • 38. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 38 © 2009 IBM Corporation
  • 39. Framework overview - business rule identification  Slicing operation: – Input: PSM, a variable i contained in the domain variables model – Output:  PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i 39 © 2009 IBM Corporation
  • 40. Framework overview - business rule identification 40 © 2009 IBM Corporation
  • 41. Framework overview - business rule identification 41 © 2009 IBM Corporation
  • 42. Framework overview - business rule identification 42 © 2009 IBM Corporation
  • 43. Framework overview - business rule identification 43 © 2009 IBM Corporation
  • 44. Framework overview - business rule identification 44 © 2009 IBM Corporation
  • 45. Framework overview - business rule identification 45 © 2009 IBM Corporation
  • 46. Framework overview - business rule identification 46 © 2009 IBM Corporation
  • 47. Framework overview - business rule identification 47 © 2009 IBM Corporation
  • 48. Framework overview - business rule identification 48 © 2009 IBM Corporation
  • 49. Framework overview - business rule identification 49 © 2009 IBM Corporation
  • 50. Framework overview - business rule identification 50 © 2009 IBM Corporation
  • 51. Framework overview - business rule identification 51 © 2009 IBM Corporation
  • 52. Framework overview - business rule identification 52 © 2009 IBM Corporation
  • 53. Framework overview - business rule identification  Business rules model extraction: 53 © 2009 IBM Corporation
  • 54. Framework overview - business rule identification  Business rules model extraction: – Input: Domain model and PSM enriched with annotations (PSMA) on all the statements, variable declarations and methods relevant for i – Output:  Business rule model for the variable i – PSMA contains information of classes outside the business domain. The domain model is used to exclude them 54 © 2009 IBM Corporation
  • 55. Framework overview - business rule identification  Classes related to the variable alive: 55 © 2009 IBM Corporation
  • 56. Framework overview - business rule identification  Classes outside the domain: 56 © 2009 IBM Corporation
  • 57. Framework overview - business rule identification  Classes inside the domain: 57 © 2009 IBM Corporation
  • 58. Framework overview - business rule identification  Intersection with the domain classes: 58 © 2009 IBM Corporation
  • 59. Framework overview - business rule identification - metamodel 59 © 2009 IBM Corporation
  • 60. Framework overview - business rule identification - metamodel 60 © 2009 IBM Corporation
  • 61. Framework overview  Business rules representation:  Business rules representation provides human-understandable artifacts (text and graph) for the extracted BRs. – Input: domain model (optional), business rule model-i – Output: text or graph 61 © 2009 IBM Corporation
  • 62. Framework overview  Text: 62 © 2009 IBM Corporation
  • 63. Framework overview  Graph: 63 © 2009 IBM Corporation
  • 64. Conclusion & Future work  MDE benefits: – Non-intrusive approach – Modular framework – Internal/external representation of BRs – Traceability  Test on a real use case: – IBM Rational Programming Patterns :  > 5000 classes, 476 system variables  Variable classification step improved with new heuristics  Optimization of the slicing operation  Future works: – Extend the framework to other languages – Identify BRs in the other layers composing an application 64 © 2009 IBM Corporation
  • 65. Questions 65 © 2009 IBM Corporation