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ERP Course: Analysis Patterns Planning and Trading Readings: Chapter 8 and 9 From Martin Fowler

The document discusses analysis patterns for planning, trading, and enterprise resource planning (ERP). It covers topics like plans consisting of actions carried out by resources, the basic structure of plans and actions, and relationships between actions, plans, and protocols. For trading, it describes contracts, portfolios, quotes that change based on perspective, and scenarios to capture rapid price changes. It provides class diagrams for many of these concepts.

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Redouan AFLISS
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
43 views

ERP Course: Analysis Patterns Planning and Trading Readings: Chapter 8 and 9 From Martin Fowler

The document discusses analysis patterns for planning, trading, and enterprise resource planning (ERP). It covers topics like plans consisting of actions carried out by resources, the basic structure of plans and actions, and relationships between actions, plans, and protocols. For trading, it describes contracts, portfolios, quotes that change based on perspective, and scenarios to capture rapid price changes. It provides class diagrams for many of these concepts.

Uploaded by

Redouan AFLISS
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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ERP Course: Analysis Patterns

Planning and Trading


Readings: Chapter 8 and 9 from Martin
Fowler
Peter Dolog
dolog [at] cs [dot] aau [dot] dk
E2-201
Information Systems
October 27, 2006
Planning

Plan is a set of actions which are carried out by resources


Actions are planed, completed, abondoned,
postponed/suspended
They have resources allocated
A protocol is a set of actions repeated many times
Activities has outcomes and conditions to start

Peter Dolog, ERP Course, Analysis Pattern II 2


Properties of Actions

Peter Dolog, ERP Course, Analysis Pattern II 3


Basic Structure of Plans and Actions

Peter Dolog, ERP Course, Analysis Pattern II 4


Complemented and Abandoned Actions

Peter Dolog, ERP Course, Analysis Pattern II 5


Suspension of Actions

Peter Dolog, ERP Course, Analysis Pattern II 6


A Plan Consisting of References to Proposed Actions

Peter Dolog, ERP Course, Analysis Pattern II 7


Replacement Plans

Peter Dolog, ERP Course, Analysis Pattern II 8


Plans as Actions and Compound Actions

Peter Dolog, ERP Course, Analysis Pattern II 9


Structure for Protocols

Peter Dolog, ERP Course, Analysis Pattern II 10


Relationships among Action, Plan, and Protocol

Peter Dolog, ERP Course, Analysis Pattern II 11


Plan as a DAG of Proposed Actions

Peter Dolog, ERP Course, Analysis Pattern II 12


Protocol as DAG

Peter Dolog, ERP Course, Analysis Pattern II 13


Action’s Use of Resources

Peter Dolog, ERP Course, Analysis Pattern II 14


Ressource Allocation for Assets

Peter Dolog, ERP Course, Analysis Pattern II 15


Allowing Specific Allocations of Consumables

Peter Dolog, ERP Course, Analysis Pattern II 16


Links Between Observation, Plan, and Action

Peter Dolog, ERP Course, Analysis Pattern II 17


The Use of Start and Outcome Functions at the
Knowledge Level

Peter Dolog, ERP Course, Analysis Pattern II 18


Trading

Trade is about buying and selling


Trade is described by a contract
Contracts can be grouped into portfolios
Prices of goods change according to whether you look at them
from selling and buying point of view – quotes
Rapid changes can be captured by scenarios

Peter Dolog, ERP Course, Analysis Pattern II 19


Contract

Peter Dolog, ERP Course, Analysis Pattern II 20


Buyers and Sellers and Relationship

Peter Dolog, ERP Course, Analysis Pattern II 21


Counterparty and Primaryparty

Peter Dolog, ERP Course, Analysis Pattern II 22


Party mappings

Peter Dolog, ERP Course, Analysis Pattern II 23


Portfolio

Peter Dolog, ERP Course, Analysis Pattern II 24


Dynamic portfolios with filters
Portfolio «derived» Contract
-Value(scenario) -Value(scenario)
* *

{All instances on contract on which self.filter is true}

1..1 +filter

BooleanMethod

Peter Dolog, ERP Course, Analysis Pattern II 25


Contract Selectors

Peter Dolog, ERP Course, Analysis Pattern II 26


Date

Several filter types 0..1


*
+start +end
0..1 *
+primaryparties
Instrument ContractSelector Party
+counterparties
* *
* *
* *

HardCodedFilter ContractFilter
-Value(scenario) -isIncluded
+selectContracts(in Collection)

* 1..1

Portfolio «derived» Contract


1..1 +filter -Value(scenario) -Value(scenario)
* *
BooleanMethod

{All instances on contract on which self.filter is true}

SetFilter
SetOperation
* {documentation = Instances: Union, Intersection, Negation}

* 1..1
Peter Dolog, ERP Course, Analysis Pattern II 27
Quotes Quote {spread = bid - offer
+bid : Number AND
{bid = offer} mid=(bid + offer)/2}
+offer : Number
+mid : Number
+spread : Number
+print()

OneWayQuote TwoWayQuote

Instrument
+price : Quote

Peter Dolog, ERP Course, Analysis Pattern II 28


Changes in Quotes

Peter Dolog, ERP Course, Analysis Pattern II 29


Scenarios

Peter Dolog, ERP Course, Analysis Pattern II 30


Derived Scenario Elements

Peter Dolog, ERP Course, Analysis Pattern II 31

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