JAMES OWEN
3150 GARRISON ROAD, SUITE 2017
CORINTH, TX 76210
+1-940-875-7720
JCO@KBSC.COM
SUMMARY
A Senior Consultant for rulebase Business Rules Management Systems (BRMS) with extensive experience in
both rules architecture and product management. Expertise in rulebase performance metrics and benchmarks.
Published many papers and articles on rulebase systems applications and performance. Proven ability in
discovery, analysis, and documentation of business process requirements, including software functionality.
KEY QUALIFICATIONS
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Object Mgmt. Group – Product Rule Representation
W3C Rule Interchange Format
Global Senior BRMS Consulting
Senior Knowledge Engineer
Harvesting and Documenting Business Rules
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Modeling data
Testing and Quality Analysis
Production Systems Training
Creation of Training Documents
Unix System Administration
BUSINESS RULE ENGINE (BRE) EXPERIENCE
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Neuron Data Nexpert - (Houston P&L)
Neuron Data Expert - Norwest (Wells Fargo) and Houston P&L
Neuron Advisor (later Fair Isaac Blaze Advisor) - FedEx LEC&C
ILOG JRules - Bell South, Lloyds Bank, GMAC, O2 in Munich, U.S. Homeland Security
OPSJ - Ericsson, Secure Border Initiative (HLS), Legal Expert System
CLIPS/R2 - Secure Military project, PIM for iPhone/iPad
Jess - Thomson / FindLaw
Drools - Rulebased Forecasting
Extensive evaluation for Corticon, Visual Rules and others for InfoWorld
INDUSTRY EXPERIENCE
Transportation
Homeland Security
Federal Express
Houston Power & Light
Banking
Discover Card
Lloyds TSB Bank
Northwest Financial
Insurance
Pekin Insurance
GMAC
Norwich Union Health
Telecommunications
O2 Telecom
Bell South
Ericsson
PROFESSIONAL EXPERIENCE
KNOWLEDGEBASED SYSTEMS CORPORATION, North Richland Hills, TX
2011 – 2011 (3 months)
Senior Consultant
Provided consultative services on the implementation of rulebased systems CoreLoic as they entered the world of
rulebased systems. This work involved banking, telecommunication, and government agencies around the world.
FICO, SAN JOSE, CA
2006 - 2010
JAMES OWEN
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Senior Consultant / Architect
Provided consultative services on the implementation of rulebased systems for global companies including
banking, telecommunication, and government agencies around the world. Major accomplishments include but
are not limited to.
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Chubb Insurance, New Jersey
ADP, New Jersey
Air Products, Pennsylvania
AvNet, Phoenix, AZ
Jeppesen (Boeing), Denver, CO: Helped to establish direction and goals for new project to control all of
the data put out for airline systems around the world to help navigate.
Moved to Product Management for Blaze Advisor where I worked with various standards groups listed below
Other Engagements at FICO while in Product Management
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Co-chaired the Object Management Group (OMG) – Product Rule Representation (PRR) standards
committee as FICO Product Management, which resulted in the initialization and the standardization of a
common rule format for OMG.
Worked with the World-Wide-Web (W3C) Consortium for Rule Interchange Format (RIF) as FICO
Product Management to implement standardization of common rule format.
Served as the Senior Blaze Advisor Consultant to several financial companies listed above and
implemented a BRMS solution for the problem areas saving the client millions of dollars.
Helped Discover Card to implement complicated mathematical routines in their rules thereby saving
valuable external computer time of not doing this outside of the rules.
FICO Decision Management Conference: Speaker on optimization of rulebased systems for better
performance, October, 2009.
Other Activities outside of FICO
 October Rules Fest 2008, Dallas, TX: Gathered the best and the brightest from around the world for the
first technical conference of this nature that involved academic, vendors and technical users who
presented ideas for rulebase improvement. Special guests included Dr. Charles Forgy (inventor of Rete,
Rete 2, Rete 3 and Rete-NT), Dr. Daniel Levine (recognized expert on neural networks), Carlos SerannoMorales (inventor of Blaze Advisor), Mark Proctor (inventor of Drools rulebased system), Jason Morris
(the only Sandia Labs recognized instructor for Jess), Dr. Jacob Feldman (inventor of Open Rules), Dr.
Richard Hicks (inventor of EZ-Xpert rulebase and recognized leader in validation and verification for
rulebased systems), Daniel Selman (ILOG JRules engineering lead), as well as many, many others.
 October Rules Fest 2009, Dallas, TX: Organized the second technical conference on rulebased systems
with basically the same speakers.
 Rules Fest 2010, San Jose, CA: Presented a technical paper on “Rulebased Forecasting”
 Dallas Rules Group: Instructor for rulebased systems to help beginners and intermediate learn the right
way to architect, design and implement rulebased (BRMS) systems.
 Continuing research on a working paper on research for RuleBased Forecasting (RBF) using a
combination of rules and statistical procedures to produce better and more consistent forecasting.
 Working on Drools with others to improve the system to be able to do Parallel Rulebased Systems
Design and Full Opportunistic Backward Chaining.
KNOWLEDGEBASED SYSTEMS CORPORATION, North Richland Hills, TX
1984 – 2006; 2008
Senior Consultant
Provided consultative services on the implementation of rulebased systems for global companies including
banking, telecommunication, and government agencies around the world. Major accomplishments include but
are not limited to:
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iPIM, personal project to write a Personal Information Manager on iPhone and iPad
JAMES OWEN
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CoreLogic, Westlake, Texas (various BRMS and rulebased systems) Using JRules, Blaze Advisor,
Drools – all where applicable – redesigning several projects and updating one older project to enable the
used of BRMS and/or rulebased systems as needed, teaching rules,etc.
O2 Germany, Munich, Germany (ILOG JRules): Implemented BRMS solution that enabled O2 to save
millions of euros in hours worked and resolving product solutions for clients.
Lloyds TSB Bank, London (ILOG JRules): Implemented a solution to customer evaluation and loan
pricing for the on-line banking solutions allowing business personnel to enter and change rules.
Homeland Security, McLean, VA (ILOG JRules): Initial development stages for checking all U.S. ports
of entry for potential terrorism alerts.
Homeland Security, Sacramento, CA (ILOG JRules): Initial development stages for the Secure Border
Initiatives (SBI) program focused on securing U.S. borders.
Bell South, Birmingham, AL (ILOG JRules): Led rule team to enable the company to avoid $4 million
monthly penalties when entering the long-distance wireless telephone market.
Ericsson, Dallas, TX (ILOG-JRules): Led rule team in developing Personal Information Manager
allowing the company to compete with other vendors in the mobile telephone market.
FedEx LEC&C, Dallas, TX (Neuron Data Advisor): Led the rule team that implemented a complex rulebased solution to solve a major logistics problem which allowed FedEx to be the central hub for many
major manufacturers, warehouses, retail outlets and financial organizations.
NEURON DATA CORPORATION, Mountain View, CA
Senior Consultant
Provided consulting services for both the Neuron Data Expert (ND Nexpert) and Advisor.
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1998 – 1999
Converted the Houston Light and Power (Nexpert) rulebase system for controlling when to shut down
generators for maintenance from Nexpert (C-based system with Oracle interface on Unix) to a cheaper
C++ based system with Access interface on Windows.
Worked as team member to set up the entire billing and accounting system at Norwest Bank (now Wells
Fargo) on ND Expert and Oracle.
EDUCATION
M.B.A., Quantitative Analysis and Forecasting, Louisiana State University at Shreveport, Shreveport, LA
B.S. Electrical Engineering, Computers and Communications, Louisiana Tech University, Ruston, LA
TEACHING ENGAGEMENTS
LSUS – Shreveport – Computer Science (C/C++) and BIS (Introduction to MIS)
Tennessee State College – Memphis – Computer Science (C/C++)
Bell South – Birmingham, AL – Rulebased System, AI, Rete Algorithm
Lloyds TSB – London, UK – AI, Rulebased Systems, ILOG JRules
Vicore – Eatontown, NJ – CLIPS (3-day Programming Class for Programmers)
AFFILIATIONS
Institute for Electrical and Electronic Engineers (Past Chapter President, Shreveport)
Dallas Rules Group (http://www.dallasrulesgroup.org) Former Mentor and Speaker
Java Metroplex Users Group (Java MUG – http://www.javamug.org) Speaker
Founder of October Rules Fest, 2008/2009, http://www.OctoberRulesFest.org (Speaker as well)
Blogs on http://ORF2009.blogspot.com, http://JavaRules.blogspot.com , and http://ExSCG.blogspot.com
JAMES OWEN
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PUBLISHED WORKS
Recent articles that have appeared in InfoWorld Magazine (hyperlink available):
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“World’s Fastest Rules Engine”, InfoWorld and InfoWorld Test Center, September 28, 2010 – a
report on Rete-NT, a rulebase engine that is 10X faster than any of the Rete-2 engines for large,
complex problems.: Also published in Developer World.
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“Clash of the Java Rules Titans” (17 July 2006, p.34) ILOG JRules vs. FICO Blaze Advisor
“Corticon Plays by Different Rules” (10 July 2006, p.28)
“ILOG Extends the Tools for Rules” (10 April 2006, p. 22)
“JRules 5.0 Touches All The Bases” (27 June 2005, pp. 25-26)
“Whatever Happened to … AI?” (28 February 2005, pp. 32+)
“Bringing .NET Rules to Light” (18 February 2005, p.12)
“Putting Rules Engines to Work” (Main Article, 28 June 2004, pp. 35-41)
“Putting Rules Engines to Work” (PDF Version of above article, Free Login Membership)
“Putting Rules Engines to Work” (PDF Version at EquiFax)
“New Standards Open Up BRMS” (Short Article on BRMS Standards)
“Business Rules For Newbies” (Short Article on Terms and Acronyms)
“Budget-friendly BRMS” (OPSJ 6.0 and Jess 6.1 Review, 15 March 2004, pp. 24-26)
“Blaze Burns for Business Apps” (Blaze Advisor 5.1 Review, 19 January 2004, pp. 28-29)
“Bring Business Logic to Light” (JRules 4.5 Review, 15 September 2003, pp. 32-33)
“Benchmarking the Rules Engine” (Miss Manners and Waltz Benchmarks)
“Brief Tutorial On AI” (Requires Power Point)
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Additional Publications (Graduate Work 1989/1990):
 “Virtual Enterprise Architecture Using Java, Advisor Expert System and CORBA,” First Place White
Paper in May, 1998, Technical Conference Briefing for Neuron Data, 25 pages.
 “Design of an Intelligent Database for a Home for Retarded Citizens,” Decision Sciences Theory and
Applications, Proceedings of the 23rd Annual Conference, Southwest Region, San Antonio, Texas,
March 4-7, 1992, p.97.
 “Developing an Expert System for Statistical Procedures,” International Business Schools Computer
User Group, Vol 3, Number 3, Fall 1991, pp. 24-32.
 “Expert Systems Applications to Economic Forecasting,” Southwestern Journal of Economic Abstracts,
Volume 11, Number 1, 1990, pp.81-82.
 “Developing a Rule-Based System for Statistical Procedures,” Proceedings of the 21st Annual
Conference of Southwest Decision Sciences Institute, Dallas, Texas, February, 1990, pp. 82-84.
SPEAKING ENGAGEMENTS
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(October) Rules Fest 2011 – Introduction to RuleBased Forecasting, Part II
(October) Rules Fest 2010 – Introduction to RuleBased Forecasting, Part I
October Rules Fest 2008 – Explanation of Rete Algorithm for Technical audience
Dallas Rules Group - Rulebase (Teaching Drools, CLIPS, etc.) class (on-going)
Business Rules Forum 2006 (November) – BRMS Benchmarks with Leading BRMS Vendors on panel
discussion of how and why including Dr. Charles Forgy (OPSJ, Rete, Rete 2, Rete NT), Dr. Ernest
Friedman-Hill (Jess), Mark Proctor (drools), Daniel Selman (ILOG JRules)
JavaMUG – regular presenter on rulebased system since 1998
Neuron Data Technical Conference, 1st Prize – 1998 for paper on OO Rulebased Project