Further thoughts about dryline formation Bart Geerts, University of Wyoming
Modeling of Business Enterprises with the Resource-Event-Agent (REA) Ontology G. L. Geerts...
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Transcript of Modeling of Business Enterprises with the Resource-Event-Agent (REA) Ontology G. L. Geerts...
Modeling of Business Enterprises withthe Resource-Event-Agent (REA)
Ontology G. L. Geerts (University of Delaware) &
W.E. McCarthy (Michigan State University)• Semantic business process model developed initially at
Michigan State University– Ontology extensions (vertical and horizontal)– Refereed literature in accounting & computer
science– Successful way of teaching modern accounting and
business systems– Candidate for standard use
• UN/CEFACT & ebXML• ISO Open-edi• EEC e-commerce integration (ECIMF)
• Now at point of increasing formalization need:– Protégé– KIF– Connections to upper ontology
Pattern: A prototypical constellation of entities
• REA is an accounting transaction (BP) pattern that has been expanded for full enterprise use
• Can we standardize the world of ERP business objects and business object connections with a library of BP patterns ?
• Can we standardize collaboration space with collaboration patterns ?
Cookie-Monster (the customer) and Elmo (the entrepreneur) meet in the (real or virtual) marketplace, thus setting the
stage for an Economic Exchange
Cookie-Monster (the customer) and Elmo (the entrepreneur) engage in a
SHIPMENT (transfer of Cookie Inventory)
Cookie-Monster (the customer) and Elmo (the entrepreneur) engage in
a PAYMENT (transfer of Cash)
EconomicEvent
EconomicAgent
EconomicResource
stock-flow{outflow{use,consumption,give}, inflow{take,production}}
participation{outside, inside{accountability}}
duality{transfer, transformation}
CookieEconomic Resource
stock-flow
Cash-ReceiptEconomic Event
CashEconomic Resource stock-flow
duality{transfer}
CustomerEconomic Agent
SaleEconomic Event
participation{outside}
SalespersonEconomic Agent
CashierEconomic Agent
participation{accountability}
participation{accountability}
participation{outside}
PORTFOLIO of ATTRIBUTES: (Lancaster)
• ingredients
• baked
• advertised
• delivered
• guaranteed fresh
??
Horizontal expansion of BP pattern (Porter Value Chain)
delivered raw materials
delivered manufactured goods
$$$$
$$
$$manufactured goods
payment
sale
Cash payout
Cash payment
logistical operation
shipment
labor
payment
labor acquire
labor
labor
facilities, services & technology
payment
service acquire
manufacture job
material issue
manufacture operation
$$
$$
advertise campaign
serv. & labor cons
targeted product & customer services
labor
raw materialspurchase
payment
$$
Value Chain advertising
service
delivered raw materials
delivered manufactured goods
$$$$
$$
$$manufactured goods
payment
sale
Cash payout
Cash payment
logistical operation
shipment
labor
payment
labor acquire
labor
labor
facilities, services & technology
payment
service acquire
manufacture job
material issue
manufacture operation
$$
$$
advertise campaign
serv. & labor cons
targeted product & customer services
labor
raw materialspurchase
payment
$$
Value Chain advertising
service
Vertical expansion of BP pattern (ISO Open-edi)
Negotiation
Identification
Planning
Post-Actualization
Actualization
Cookie-Monster plans his acquisition
Cookie-Monster and ELMO identify their potential trading partners
after
Cookie-Monster negotiates with ELMO until they reach a contract
Offer
Counter-offer
Instrument of offer
Instrument of acceptance
Cookie-Monster and Elmo do the
deal
THE “HAPPY PATH”
event stream
pay
pay
pay
pay
deliver
deliver
deliver
deliver
SELLER
BUYER
fail to pay
deliver return
fail to deliver
pay
pay
To accommodate this wider view of business process modeling, what changes ?
• Declarative:– Use the basic REA pattern
• Abstract up to types• Account for the future with commitments
– Establish Aggregations• UP (value chain)• DOWN (workflow)
• Procedural:– Use a state machine for continuous monitoring and
reporting
Declarative Extensions
Harry
Jane
Named Set of Objects
Tom
Dick
Ashley
Typification
Salespeople
Tom
Dick
Ashley
Abstraction
Harry
Jane
Named Set of Objects with Labeled Clusters
Group & Name Clusters Cashiers
Named Set of Groups
Cashiers
Salespeople
Economic Agent Type
Economic Agents
Operational Level
Source: Geerts and McCarthy, type paper
Planning & Control levelKnowledge level
cookie
shipment
commitment to ship
Economic
Contract
cash payment
executes
executes
commitment to pay
Business Role
Economic Commitme
nt
Resource Type
Event Type
specifies
specifies
specifies
Source: Geerts and McCarthy, ontology paper
Payroll
Process
Cash
Acquisition
Process
Cash
LaborLabor
Maintenance
Process
Cash
LaborLabor
Car
CarRevenue
Process
Cash
Used Car
Used CarMaintained Car
Used Car
Maintained Car
Used Car
Give
Take
Exchange
Customer
Car Used Car
Car
MaintainedCar
Car
Labor
Used Car Cash
Accept Customer ContactAssess Customer Needs
Check Car File & Choose
Assess Insurance Options & CreditFill in Contract
Customer Pays
Find Car & Provide Keys
Return Car
Update Files
Check Out Car
Revenue
Labor Labor
RentalContract
RentalAgent
Customer
CashReceipt
Cash
Cashier
Standards Models
ISO Open-edi Ontology Collaboration Model
Bilateral Collaboration
governs
Economic Event
Economic Resource
Economic Agent
stockflow from
to
Economic Contract
Economic Commitment
reciprocal
fulfills
establish
duality
Economic Resource
Type
typifies
specifies
Economic Event Type
Business Role
specifies
specifies
typifies
qualifies
reserves
involves
Partner Third Party
Mediated Collaboration
Business Transaction
participates
requires
Agreement
Regulator
constrains
SOURCE: Adapted from ISO 15944-4, W.E. McCarthy
Why are we here ??
• Connection to Ontolog and core components (UBL) and (hopefully) SUMO
• Learn more about formalization for extensions (Protégé and KIF)
• For further REA information:
http://www.msu.edu/user/mccarth4