iKen Studio™

www.ikensolutions.com www.ikenstudio.com

An IIT Bombay

Research Project Spin-off


Index

A SaaS (Software as Service) Delivery Platform (www.iKenStudio.com)

An online development environment to develop web-based enterprise applications, decision support systems, knowledge-based websites and BI (Business Intelligence) applications backed by expert system, case-based reasoning and Hybrid AI technologies.

It is a research spin-off of IIT Bombay

iKen Studio Live


Index

Contents

iKen Studio Features Generic Applications of iKen Studio System Development Interfaces

Core Engines Presentation Interfaces Database Management Interfaces System Parameters and configuration System Controls

Comparing iKen Studio with other Expert System/CBR Tools/Shells Business Intelligence using iKen Studio iKen Studio Projects iKen Studio Web Services Accessing iKen Studio and Apps Case Studies and Demos


Index

iKen Studio: Core Engine and Interfaces


Index

Completely Web-based Access, management and configuration through Web No desktop installation and management

Minimal coding Generate automatic DHTML scripts and HTML web pages No explicit database programming required Various development interfaces Use of simple language for writing rules Support large number of operators, functions and data types Existing C/C++ APIs can be used

Database integration Support popular databases: MS-SQL Server, MYSQL, MS-Access, Excel,

Text, etc. Simultaneously connects and accesses data from multiple databases In-built extraction, mapping and transformation engine Data access and manipulation through flexible external dynamic

queries

iKen Studio Features


Index

iKen Studio Features

XML and Web services All components and interfaces use XML SQL-XML and XML-SQL transformation Access to APIs and intelligent systems through web services

AI Techniques Powerful expert system engine supporting large number of data types

including matrix, trend, XML etc. and various SQL, matrix, list, chart, session management, report etc. functions

Use of scripting language for implementing procedural logic Powerful CBR engine supporting structured and conversational CBR

applications Applications can be developed using hybrids of expert system and CBR

Security features Role-based access to various development interfaces Role and user based access to applications, databases and data Encryption to prevent unauthorised changes System tracks changes made by the users and save change history for

later investigation


Index

Generic Applications using iKen Studio


Index

Manage dynamic business rule Retain and reuse in-house expertise Maintain and assure regulatory compliance Enforce decision rules: make them consistent

and objective Make transaction and reporting systems

intelligent by incorporating knowledge

Generic ApplicationsKnowledge Automation


Index

Move from information delivery to knowledge delivery

Automate and deliver expertise on-line: virtual consultant

Save experts’ time and serve large user/customer base 24x7 days

Understand user, customers and employees well. Recommend them the right products, deliver customized advice and information

Lightweight, less crowded user interfaces Intelligent product advisory and selection Smart Intranets

Generic ApplicationsKnowledge-based Websites and Intranets


Index

Advanced decision support system using rule-based, case-based systems and analytical methods

Data Analysis, detect Inconsistencies Reuse experience: like dealing with customers Analyse, match profiles and predict behaviour Identify up-selling and cross-selling

opportunities

Generic Applications Decision Support


Index

Generic Applications Automated Help-desks and Support

Reuse maintenance, support etc. experience Self-service Interfaces Intelligent help and troubleshooting


Index

Generic Applications Monitoring and Reporting

Monitor and report fraudulent, suspicious and abnormal activities

Generate alerts and early warning signals


Index

Generic ApplicationsInformation Search and Retrieval

Flexible and guided quick information retrieval from databases

Set individual’s retrieval criteria and requirements

Retrieval based on context and conceptual similarity


Index

Applications: Demo ScreenshotsProduct Selectors


Index

Applications: ScreenshotsAdvisory Applications


Index

Applications: ScreenshotsAdvisory Apps


Index

Applications: ScreenshotsIntelligent Exams


Index

Applications: ScreenshotsIntelligent Matching


Index

Applications: ScreenshotsDecision Support


Index

Applications: ScreenshotsMonitoring


Index

Applications: ScreenshotsKnowledge Automation


Index

Applications: ScreenshotsPersonalization


Index

iKen StudioLayered Architecture

SQL-XMLMapping and Transformation Engine

SQL-XMLMapping and Transformation Engine

Variable Database Mapping Interface

Variable Database Mapping Interface

SQL Builder & Rule Filter

SQL Builder & Rule Filter

Dynamic Query Interface

Dynamic Query Interface

Access Rights Management

Access Rights Management

Data Access layer

Rule-based Expert System Engine

Rule-based Expert System Engine

Case-Based Reasoning Engine

Case-Based Reasoning Engine

Rule ManagerRule Manager CBR Configuration Interface

CBR Configuration Interface

Intelligent Systems Layer

SessionManagement

SessionManagement

Domain Vocabulary

Domain Vocabulary

InterfacesInterfaces

Common Session Data

(XML)

Common Session Data

(XML)

Session layer

Report Designer

Report Designer

Form Designer

Form Designer

XML-HTML Transformation Engine

XML-HTML Transformation Engine

Presentation Transformation Layer

FileUpload

FileUpload

Database Database Database

Client Browser

Client Browser

Client Browser

Client Browser

Client Browser

Client Browser

iKen Studio

WebServices

WebServices

APIAPI

HTTPAccess

HTTPAccess

Oth

er

busi

ness

Syst

em

s


Index

System Development Interfaces

Data Services XML<-> SQL Transformation

System Interface

s

Domain Vocabulary

Intelligent Techniques (Core Engines)

Presentation Services(Input/Output)


Index

Core Engines Expert System Engine (Rule Engine)

Rule-based Reasoning Web-based, XML-based Expert Systems can easily be developed and

deployed. Easy to use and understand IF...THEN...ELSE rule format Supports rules for multiple expert systems, which are logically separated into

application groups. Rules are stored in intermediate format at run time rather than interpreted

each time. Rules are checked for various syntax and semantic errors. Rule Manager facilitates interactive environment to manage the rules.

Supports Backward as well as forward reasoning Various data types: number, real, text, date, list, dynamic list, trend,

matrix, boolean, document, URL, etc Various mathematical, string, list, date, matrix, trend, graph, database,

session management and report functions. Special operators and functions like INCLUDE, IS BETTER THAN, SCORE_OF,

PROFILE_OF etc. to reduce number of explicit rules eg : expressions like :

Customer.Education IS BETTER THAN Diploma, STATUS_OF Customer.Age IS Young Customer.Income Documents INCLUDE [PAN,Form16] etc.


Index

User defined functions can be created to be invoked in expert system rules Supports many databases simultaneously, no explicit database programming

is required: like opening database connections, executing SQL command, opening record-sets, populating data etc. The database interfaces manage extraction, mapping and transformation of data. The data in response to SQL queries is populated into session data and vise-a-versa at run time.

Use of JavaScript for WHEN NEEDED and WHEN ADDED methods. Expert system variables can directly be accessed directly in JavaScript for client-side as well as server-side functionality. This helps to implement procedural component to be implemented using scripting languages that are relatively easier and widely used.

System can run in Debug mode to dump the data and know process status at run-time.

An expert system can be invoked through URL and Web services System Interfaces like Form Designer and Report Designers are used to create

HTML input templates and sessions reports to enter, validate data and get formatted output in HTML format.

Existing C/C++ APIs can be used by wrapping them in DLL files Expert system engine can work as host system for accessing and controlling

case-based reasoning systems or to develop hybrid systems

Core Engines Expert System Engine (Rule Engine)


Index

Core Engines Case based reasoning engine

Domain independent Web-based CBR systems can be developed. The engine is tightly connected to expert system engine. Expert system engine can act as host. Expert system can be used to enter query or problem case (through Q&A or Forms). Run-time format of case format is XML, cases are stored in the database/s.

No restructuring of database contents, existing contents can easily used and converted to cases on the fly (by mapping SQL-XML)

Supports for all phases (Retrieve, Reuse, Revise and Retain) of CBR Uses combination of rule-base, SQL and nearest neighbour method for

retrieval. Powerful rule-based engine for adaptation of cases. It can address structural as well as conversational CBR thereby supporting

wide-range of applications from intelligent help desk to complex decision support.

The engine supports taxonomy, hierarchy of CBRs and logical grouping of features.

It supports large number of similarity functions and custom functions can be added.

It can be configured to set similarities from databases based on criteria or procedural logic (query results), also to learn and adjust similarities automatically from the past transactions or examples.


Index

Presentation Interfaces Form and Report Designer

Create DHTML web pages for Input and Output Support all major HTML controls, tags, fonts, colors etc JavaScript code is automatically inserted into forms and

reports for validation, formatting etc. Form designer interface: used for designing and building inputs

forms Report designer interface: used for designing and building

report templates. The system populates and calculates appropriate values at run-time when invoked or displayed.

Studio supports default report templates with lot of client side functionality and navigation aids

Support two basic types of reports: Session Report: to display session data at run-time Query Report: to display dataset in multiple rows e.g. result

of SQL query


Index

Presentation Interfaces Example: Form Preview


Index

Presentation Interfaces Example: Runtime Form


Index

Presentation Interfaces Example: Session Report Preview


Index

Presentation Interfaces Example: Runtime Session Report


Index

Presentation Interfaces Example: Default Reports


Index

Domain VocabularyGlobal Variables, Menus, Range Conversions and Lookup Table

It facilitates to maintain global dictionary of domain terms (parameters/variables and their descriptions)

These variables are used in various intelligent systems like in expert system, forms, reports, etc.

Supports various variable types based on usage in the system Interface facilitates to enter detailed variable description like HTML formatting,

validation criteria, WHEN NEEDED and WHEN ADDED scripts, linked intelligent systems and so on. Web pages are automatically for input type variables based on HTML formatting parameters selected.

Various data types are supported Menu objects hold the information about various possible options (list of values) a

variable can take. Symbolic values and numeric values (including) can be converted into numeric

and qualitative respectively using range-list objects. These can be used to transform values. It helps to reduce the writing of explicit rules to convert values at run-time in expert system.

Lookup table interface is used store table of values in memory at run-time instead of fetching them from database each time. Especially if taxonomy or abstract features for generalization is to be stored in memory instead fetching them each time from databases. e.g. to fetch Education Level, Education Discipline, etc. from Degree.


Index

Data ServicesDatabase Connection

This interface is used for setting up database connections. It can also be used to add, remove, and update database connections.

The system maintains the list of database connections as an application object. Each connection has a logical ID

Supports databases: SQL Server, Oracle, MS-Access, MS-Excel, MySQL, Text Files etc.

System supports OLEDB or ODBC connection type One of the databases (core db) in the system is treated

as core database. The core database is used by the system to store the user list, session tracking, database access queries etc.


Index

Data ServicesDynamic Queries

Dynamic query facilitates retrieval of data at run-time by just using their IDs and filters (by populating filter values at run-time)

Queries can be predefined to bring datasets for lists, dynamic lists, collaborative filtering, content filtering, clustering etc.

These queries save lot of explicit coding inside Rule-base.


Index

Data ServicesDatabase Variable Linking

Mapping between variables and database fields can be set to exchange the data between database and system.

Data can be transformed on the fly after retrieval and before updates to database/s.

Mapping can be set for read or update access. Variable linking can be done for fields from different

databases. Mapping and transformation is applied to all queries sent

to database/s. It helps to populate data into variables automatically and

vice-a-versa without explicit data population in rule etc. Because of mapping, cursors can be simulated and used

in expert system coding


Index

Data ServicesDatabase Access Configuration

Query objects hold the information about database links to various components of the systems. Database access can not be done unless query objects are defined.

Query object can have multiple queries with respect to role, goal, intelligent system, etc.

Access to data can be controlled based role, application, read or write, etc.


Index

Data Services SQL-XML Mapping and Transformation Engine

Responses from SQL calls are converted into XML and XML data is converted to SQL requests

Fields are mapped to variables and data is transformed at the time of retrieval from database/s and vice-a-versa.

Engine can fetch data from multiple databases or update to many databases simultaneously.

Various access rights can be set to access data based on user, role as well as type of intelligent system accessing data.

Frequently required data can be stored in look-up tables, this data is populated in every record based in key-field value return from the SQL call

Table data can be converted into multi-valued fields for analysis through option of child query.


Index

Data ServicesSQL-Builder and Rule Filter

A SQL interface to build SQL queries interactively Data from multiple queries can be in integrated or

merged from different databases Data retrieved from queries further filtered using

logical rules involving complex criteria making it database independent. Large number of date, string, trend analysis, list, math functions available to be included in rule filter

Filters are saved with logical names


Index

Data Services Example: Rule Filter


Index

System Interfaces Load Application and File Upload

Interface to load required applications in the project Backup and restoration of selected applications at client

location Shows application load status and errors while loading

and building applications Files can be uploaded to server from client location


Index

System Interfaces Access Rights and Roles

Access rights to roles, users can be defined. It allows to set different options to roles. Each role

includes access to system interfaces, applications, databases and variable groups.

An user can have multiple roles


Index

System Interfaces System Parameters & Configuration

Various project level parameters can be set which are applicable to all applications in that project

Applications and linked variable groups can be defined with some applications can be loaded as default applications when iKen Studio starts

These include: parameters for connecting to SMTP server, use navigation button names, virtual directory path, script files path, default formats, max number of rules, max number of tokens in expression etc.


Index

iKen Studio Project


Index

iKen Studio Project: Example


Index

iKen StudioGeneric Solution Architecture


Index

iKen Studio Web-Services

Web Services are designed to access iKen Studio components, applications and live sessions configure iKen Studio projects at run-time synchronize data transfer between external applications and

iKen Studio application databases All of the objects of application such as expert systems, CBRs,

rule-filters, user-defined functions, session, databases are accessed using unique ID. Which helps to implement business logic in iKen Studio and executing functionality just using object ID and data in XML format and limited number of webs services.

Supports XML and text data transfers External parameters can be mapped to iKen Studio application

variables to facilitate data exchange between external applications and iKen Studio applications


Index

iKen Studio App and Web Services

iKen Studio Core FrameworkiKen Studio Core Framework

Project: Objects(External App Params<->iKen Studio App Var Mapping)

Expert Systems, CBRs, UDFS, Session, Rule Filters, Databases…

Project: Objects(External App Params<->iKen Studio App Var Mapping)

Expert Systems, CBRs, UDFS, Session, Rule Filters, Databases…

iKen Studio Web Services(accessing objects through their IDs)

iKen Studio Web Services(accessing objects through their IDs)

Models &Config.Files

Databases

Databases

Databases

ExternalApp

ExternalAppExternal

App

ExternalAppExternal

App

ExternalApp


Index

Web Services: Examples


Index

Interactive Mode: iKen Studio based applications can be invoked through URL and run interactively. It can embedded in other applications through iFrame.e.g. http://www.ikenstudio.com/Anil/Main.aspx?Goal=Transaction.Scan&Action=RunSystem

Through URLiKen Studio based applications can be invoked through URL. Initial parameters can be passed to the application using URL get method

e.g. http://www.ikenstudio.com/Anil/Main.aspx?Goal=Transaction.Scan&Action=RunUsingURL&Trans_ID=15

Web Services:Applications can be accessed and run through Web Servicese.g.

APIs Applications can also be invoked by including iKen Studio DLL with live instances.

Accessing iKen Studio and Apps


Index

<string><Case No="1"><CD><N>MovieMart.NextPushCID_HID</N><V> [22298:212,23424:212,24696:212,24988:212,24348:212,24362:140,24157:212,22490:212,23399:212,24685:212,22027:212,23583:212,24008:212,24477:212,24943:212,22083:140,22233:140,22501:140,24582:140,24691:212]</V></CD><CD><N>SystemInterface.Solution_Matching</N><V>|64.29 64.29 64.29 64.29 59.04 56.78 56.38 55.6 55.2 55.2 54.83 54.83 54.83 54.83 54.83 54.8 54.8 54.8 54.8 54.6 54.3 53.85 53.55 53.08 53.08 53.08 52.55 52.33 52.33 |</V></CD></Case></string>

http://www.iKenStudio.com/iKenStudio.asmx/UDF_ExecuteUsingList?p_FunctionID=MovieMart.GenerateGlobalUserProfile&p_ArgumentList=1

http://www.iKenStudio.com/iKenStudio.asmx/UDF_ExecuteUsingList?p_FunctionID=MovieMart.GenerateUserProfile&p_ArgumentList=[1,212]

Generating Global User Profile

Generating Local User Profile

http://www.iKenStudio.com/iKenStudio.asmx/UDF_ExecuteUsingList?P_FunctionID=MovieMart.AddTransaction&p_ArgumentList=[1,21925,212,B,Sanjay%20Dutt,KY] seq. [U_ID,C_ID,H_ID,D_Type,Keyword,Key_Type]

Notifying downloadiKen Studio Web

ServicesWeb Service

UDF_ExecuteWithListList of function

parameters and values

Name of Internal UDF defined in iKen Studio

List of values passed to UDF MovieMart.AddTransaction

returns status OK:1

returns status OK:1

returns status OK:1

WebService ExpertSystem_RunWithDatap_GoalVariable=MovieMart.iPushGoalp_xmlData=<Case><CD><N>MovieMart.Action</N><V>NextPush</V></CD><CD><N>MovieMart.User_ID</N><V>1</V></CD></Case>p_OutputVariableList=[MovieMart.NextPushCID_HID,SystemInterface.Solution_Matching]

Calculating Best Recommended

Accessing Web Services: Adaptive Framework using iKen Studio


Index

Case studies: demonstrating iKen Studio capabilities and integration models

WAP

Contents, Meta-Content, Business and User Rules

and Knowledge

iKen StudioIntelligence Middleware

(Adaptive Framework: Personalization and Recommendation)

iKen StudioIntelligence Middleware

(Adaptive Framework: Personalization and Recommendation)

WAP ServerWAP Server

Mobile VAS

iKen Studio as Intelligence Middleware for Mobile VAS

WAP

Customer DB

iKen Studio (SaaS)Intelligence and Decision Support

Back-end (AI-based Rating Model)

iKen Studio (SaaS)Intelligence and Decision Support

Back-end (AI-based Rating Model)

WAP ServerWAP Server

Online Credit Rating On Mobile

iKen Studio as AI-end for Intelligence and Credit Rating

Customer DB and

Conversion

iKen Studio (SaaS)Rule-based Engine

(Decision rules and reporting specific to Investor, Servicer and Insurer)

iKen Studio (SaaS)Rule-based Engine

(Decision rules and reporting specific to Investor, Servicer and Insurer)

Mortgage Financial Portal (Intelligent Conversion and Reporting)

iKen Studio as a one of the component of overall mortgage portal


Index

Accessing iKen Studioe.g. iKen Studio App embedded in portal


Index

Comparing with other Expert System Tools/Shells

iKen Studio Other expert system tools

Completely web-based development framework, brings advantages of web-based systems such as centralised system development and deployment, scalability, access from anywhere etc.

Most of the tools have desktop development and web-based deployment. Which makes development environment distributed.

A completely web-based expert system shell environment to be offered in SaaS model.

These tools are not offered in SaaS mode.

It is complete high productive development environment which includes form generators, report designers, SQL builder etc.

Concentrate on expert system development interfaces rather than components to generate reports, forms, XML support etc.

Lot of extensions and customizations done to address specific kind of applications like personalization, recommendation, intelligent exams, surveys etc.

These provides standard expert system functionality. For other extensions, client has to customize explicitly or pay for additional add-ons to the software vendor


Index

Comparing with other Expert System Tools/Shells

iKen Studio Other expert system tools

Saves lot of explicit database coding: has built-in SQL-XML mapping and transformation engine.

Developers need to do lot of explicit database coding: opening database connections, populating data sets into variables, updating variable values to databases etc. Code may vary from database to database.

Interfacing with JavaScript helps to have procedural logic implemented using popularly used scripting languages like JavaScript

These tools have their own language for writing procedural logic which user needs to learn

CBR is tightly integrated with expert system engine. Hybrid systems can be developed easily having advantages of explicit knowledge system + case-based (data driven) systems

Do not include CBR systems. So address limited applications of expert systems. Need to integrate with other CBR tools and can be tedious.

Support for data types like matrix, trend, XML etc.

May be limited to standard data types


Index

Comparing with other CBR Tools/Shells

iKen Studio Other CBR tools

CBR engine is integrated with expert system engine, thereby facilitating development of hybrid CBR systems supported by expert system

Only CBR engine (expert system is not part of it) which sometimes limits type of applications that can be developed and addressed

Applications requiring all R-4 (Retrieve, Reuse, Revise, Retain) cycles can be developed.

Most of the CBR shells are limited to retrieval (and reuse) phase only.

Because of SQL-XML mapping and transforming engine, existing database contents are treated as cases without explicit case presentations etc.

May have to define case structure and cases explicitly.

Has built-in mechanism for learning similarities from the transactions etc.

Similarities has to be defined explicitly.

Coupled with databases, it relies on database indexing mechanism (for retrieval) which is powerful instead of having explicitly implemented in CBR tool.

Case management and indexing mechanism is explicitly part of CBR shell


Index

Business Intelligence Using iKen Studio

Effective and powerful combination of human intelligence (business rules and logic through rule-based expert systems and filters) and domain knowledge-aided machine intelligence (content filtering, intelligent matching, knowledge-based clustering and collaborative filtering using CBR technology)

On-the-fly intelligence using lazy learning Self-learning and adaptive intelligence Intelligence can be programmed, customized

and configured. It can integrated into existing operational systems using web services or APIs.

No need to restructure existing database for BI applications

Can be programmed to support micro-level intelligence (what an individual user or customer does, likes etc.) and macro-level intelligence (what specific group of users or customers do, like etc.)

Can address classification, clustering, associations and sequence problems effectively

KM and decision support components can be implemented

Data retrieval, mapping and transformation (on-the-fly)

Data retrieval, mapping and transformation (on-the-fly)

Domain Knowledge, Rule-Filters, Rules (business, decision support

and customization) and Models

Domain Knowledge, Rule-Filters, Rules (business, decision support

and customization) and Models

BI ApplicationsBI Applications

Database Database Database

Client Browser

Client Browser

Client Browser

Client Browser

Client Browser

Client Browser


Index

For Case Studies and Demo Applications

Log-on

To

www.ikenstudio.com


Index

Thanks