Taming SQL Logical Complexities with a Business Rules Engine
For enterprises and government agencies whose operations depend on efficient logistical management of geographically diverse personnel and assets, capturing and acting on relevant data about these moving parts is critical. While the amount of data available and the sources from which this data is logged and exposed are more expansive than ever, the mounting complexity attributable to the continual accumulation of data from new and existing data sources necessitates thoroughly considered the extent to which the data can be acted upon, not accumulated just for the sake of it.
Business processes and decision-making for logistical functions like fleet management require data from enormous datasets, often spread across multiple databases and made available through different protocols, and maintained in distinct formats. Individual decisions that seem straightforward, answering simple questions with simple answers-- may rely upon a labyrinth of intermediate business logic and data operations executed along the way.
With the proliferation of connected technologies and the resulting growth in the scale and variability of data, ensuring that applications are able to access specifically relevant data—no more, no less— for a given business process is a critical performance and security requirement for organizations' enterprise architects.
Effective use of SQL helps minimize the processing time required to get to desired subsets of data, but this approach can quickly result in organizations unwittingly hoisting an anvil of maintainability issues over their operations. As regulations change, data sources expand, storage and compute costs grow, personnel turn over, and novel security threats appear, the practice of intertwining logic and data within the database using SQL tends to make it increasingly difficult to isolate bottlenecks.
Table of Contents
- Design Approaches for Data Driven Decisions
- Implementation Guide - Corticon Fleet Management
- Create Fleet Manager Database
- Querying for Driving Compliance Violations with SQL
- Querying for Driving Compliance Violations with Corticon + SQL
- The Business Rules
- Testing
- Better Together
Design Approaches for Data Driven Decisions
In this tutorial, I'll try to solve for some of the fleet management challenges which can present maintainability challenges, first by implementing a SQL only approach to common queries. Then, I'll show how those queries can be made more maintainable, traceable, and understandable by externalizing rules in a rules engine yet operating on the same SQL data source.
Fleet management encompasses the logistical tasks related to vehicle maintenance, driver dispatch and scheduling, cargo tracking and related services in managing moving people and parts. For example, a cable company's fleet of vehicles driven by field service technicians, or a delivery company providing a network of courier and package delivery services.
Organizations that have fleets to manage must compete by maximizing efficiencies across numerous different areas—vehicle reliability, driving behavior and safety, route optimization, and trip completion timelines—representing distinct yet interdependent data points to weigh and balance. Moreover, safety regulations define maximum shifts in which a driver can be driving without a break, minimum break periods, and related measures to mitigate fatigue related dangers. For example, in the United States, the Department of Transportation defines 'Hours of Service Rules' which stipulate the limits such as:
- 14-hour shift limit - When a driver comes off any ten hour period in which they were off duty, they can only drive in the time window between when they come on duty and 14 hours later (not that they would be driving for the entire 14 hours). After this 14 hour period, they may not drive again until after another 10 hour period spent off duty.
- 11-hour driving limit - Within this 14 hour window, a driver cannot be be driving for more than 11 total hours.
- 60/70-hour limit - If a driver works for a carrier that operates vehicles fewer than 7 days per week, no driver may drive for more than 60 hours within a period of 7 consecutive days. If the carrier does operate vehicles every day of the week, then their drivers may not drive for more than 70 hours in any 8 consecutive day period
- 30-Minute Driving Break - Drivers must take a 30-minute break when they have driven for a period of 8 cumulative hours without at least a 30-minute interruption.
Let's step through how these data points can be catalogued in a SQL database, and then how to assess these sorts of compliance queries directly within the database versus externalizing the query rule logic with business rules.
If you'd like to follow along, the instructions, scripts, and project files are all freely available in this repository.
Implementation Guide - Corticon Fleet Management
To follow along you'll need:
- Progress Corticon Studio - can be downloaded for free by following the 'download a trial' link here. The evaluation version of Corticon Studio support in full all functionalities described in this tutorial.
- Microsoft SQL Server Management Studio (SSMS) 2019 Express (other versions of SSMS are likely to work), which can be downloaded for free here. To ensure compatibility with Corticon's data integration drivers, please follow the installation configuration documented here.
- Download the template files from here to create our database(s) and to import the pre-made rule project files.
Create Fleet Manager Database
Let's start by creating the database and defining its schema.
Across various interrelated tables, we'll define some sample data about the entities involved with the fleet like Driver, Vehicle, Trip, and Destination. This can be automatically done by copying/downloading this script, opening it in Microsoft SQL Server Management Studio and clicking execute.
- Trip table:
dateOfArrival
,dateOfDeparture
,driverId
,destinationID
,originDepotID
- Depot table:
depotID
,streetAddress
,city
,state
- Destination table:
destinationID
,streetAddress
,city
,state
- Driver table:
driverId
,first
,last
- DriverStatusChange:
record
,statusStart
,statusEnd
,dutyStatus
,driverId
You should see a message that the query was completed popup in the bottom of the interface. If you don't see the newly created database "CorticonFleetManager" in the Object Explorer on the left hand side of your SQL Studio window, right click the root element in the project explorer (likely has your computer's assigned name followed by "\SQLEXPRESS..."), and click refresh.
Expand out the database by clicking the '+' icon next to its name, and then expand the Tables folder to show the data tables.
If you right click one of the table names and click 'Select Top XYZ Rows', you'll see the initial set of dummy data we're going to use. This data is primarily generated using Mockaroo, but was also supplemented by using Corticon itself to generate data!
Querying for Driving Compliance Violations with SQL
Let's create some queries which will enable us to answer questions about the data.
SQL View of Trip Origins and Destinations
To start, take a look at the data in the Trip
table of the database. You'll see that we have information about the trip's origin depot and the destination, but not the location information in full--only identifiers for destinationID
and originDepotID
.
To view the location information for the trip's start and end points, we could create a view that presents each trip in a row that combines the Origin
and Destination
location data for each Trip
, using the identifiers denoted in the Trip table. To create this view, execute this SQL in a new query window.
If successful, you should see the text in the 'Messages' pane that "Commands completed successfully."
Now, we can get to the data we're after by using a query like
SELECT [tripID]
,[originStreetAddress]
,[originCity]
,[originState]
,[destinationStreetAddress]
,[destinationCity]
,[destinationState]
FROM [CorticonFleetManager].[dbo].[TripDetails]
WHERE tripID=1999323
Which would output:
tripID | originStreetAddress | originCity | originState | destinationStreetAddress | destinationCity | destinationState |
---|---|---|---|---|---|---|
1999323 | 04 Dexter Terrace | Worcester | Massachusetts | 85 Hagan Plaza | Manchester | New Hampshire |
Not too painful, but this hasn't solved many problems for our fleet company. More realistically, the company compliance officer might request a report that will help them track and document driving shifts to demonstrate compliance with the HOS rules.
SQL Table Valued Function of Trip Origins, Destinations, and Driver Info
- A first step could be to pull in data about the driver for each of these trips. This could be created with a table-valued function, an alternative approach for selecting and displaying related data from various tables joined by a defined set of key criteria. To create this function, you can run this script in a new query window.
- Once created, we run queries like the following in order to see the driver details for the respective trips:
SELECT * FROM [dbo].[GetTripDetailsWithDriverInfo] ()
GO
The top few results we get back should look something like this:
tripID | originCity | originState | originStreetAddress | destinationCity | destinationState | destinationStreetAddress | driverFirstName | driverLastName | driverEmail | driverPhone |
---|---|---|---|---|---|---|---|---|---|---|
1999323 | Worcester | Massachusetts | 04 Dexter Terrace | Manchester | New Hampshire | 85 Hagan Plaza | Vivyanne | Denizet | vdenizet7@csmonitor.com | 598-283-8892 |
2105883 | Lynn | Massachusetts | 7556 Fremont Hill | Boston | Massachusetts | 9562 Roth Circle | Elvina | Paddison | epaddison8@wordpress.org | 371-456-5406 |
2142826 | Springfield | Massachusetts | 914 Heffernan Plaza | Waltham | Massachusetts | 567 Carberry Center | Salomi | Sammonds | ssammondst@fastcompany.com | 805-578-1666 |
2148980 | Lynn | Massachusetts | 7556 Fremont Hill | Waltham | Massachusetts | 84398 Vermont Circle | Carol-jean | Collick | ccollickg@ocn.ne.jp | 173-318-5651 |
2380224 | Manchester | New Hampshire | 5657 Nova Park | Boston | Massachusetts | 1284 Basil Road | Lucais | Rickardsson | lrickardssonb@etsy.com | 435-394-7326 |
4214048 | Waltham | Massachusetts | 37767 Bartelt Place | Boston | Massachusetts | 81 Caliangt Pass | Reagen | Roglieri | rroglierii@sbwire.com | 752-814-7885 |
4324638 | Manchester | New Hampshire | 5657 Nova Park | Worcester | Massachusetts | 56 New Castle Lane | Elvina | Paddison | epaddison8@wordpress.org | 371-456-5406 |
4787172 | Waltham | Massachusetts | 37767 Bartelt Place | Boston | Massachusetts | 997 Schlimgen Park | Wendell | Clatter | Wendellc@gmail.com | 752-814-8723 |
6738436 | Lynn | Massachusetts | 7556 Fremont Hill | Portland | Maine | 9 Prairie Rose Trail | Jae | Liddon | jliddonq@photobucket.com | 936-348-8823 |
7029025 | Manchester | New Hampshire | 5657 Nova Park | Montpelier | Vermont | 017 Waubesa Place | Desirae | Bawdon | dbawdon9@live.com | 430-153-9555 |
7240845 | Manchester | New Hampshire | 21087 Haas Lane | Brockton | Massachusetts | 0 Emmet Trail | Stan | Foran | sforanj@ucoz.com | 538-784-6972 |
7969721 | Manchester | New Hampshire | 21087 Haas Lane | Portsmouth | New Hampshire | 1 Bayside Center | Adela | O'Hederscoll | aohederscolll@redcross.org | 738-350-1113 |
8648078 | Manchester | New Hampshire | 5657 Nova Park | Portsmouth | New Hampshire | 68506 Moland Center | Carol-jean | Collick | ccollickg@ocn.ne.jp | 173-318-5651 |
8789396 | Waltham | Massachusetts | 37767 Bartelt Place | Springfield | Massachusetts | 014 Orin Road | Cassie | Docker | cdocker4@blogspot.com | 189-509-8433 |
We're one step closer to documenting the drivers' hours of service regulatory information, but now we'll need to really get creative to get information about the various legs of each trip, in order to verify whether the driving shifts exceeded any of the defined thresholds, such as driving 11 hours in a 14 hour period.
SQL Stored Procedure of Driving Shifts
We're presented with a few challenges to accomplish this, as data is spread across a quite distributed database schema. Drivers' vehicles in an organization's fleet generally will have an Electronic Logging Device (ELD) onboard to log and report on the vehicle's statuses. From these ELD devices, fleet managers must maintain drivers' hours of duty records for compliance purposes, capturing data required by regulators in the format required by regulators.
In the database we're working with, the ELD records are stored in the DriverStatusChange
table. Each driver change in shift records the new status as one of: "Drive", "On Duty", "Sleeper Berth", and "Off-duty". For the rules related to driving time between off duty periods, we must:
- Segment out the records chronologically into groupings separated by any row where, in the
DriverStateChange
table, the rowdutyStatus
='Off Duty' and the duration is greater than 10 hours based upon thestatusStart
andstatusEnd
rows - From within each of these groupings, sum together the duration of all rows where
dutyStatus
='Driving'. If this value is greater than 11, then this represents a violation of rule 1: drivers may not drive more than 11 hours after 10 consecutive hours off duty. - From within each of these groupings between 10 hours off duty, identify any case where the driver had a status of 'Driving' beyond the 14th hour after they had come back on duty. These will represent violations of rule 2: drivers may not drive beyond the 14th consecutive hour after coming on duty, following 10 consecutive hours off duty
Rule 1: 11 hours after 10 consecutive hours off duty
May drive a maximum of 11 hours after 10 consecutive hours off duty.
- Rule 1 is fairly straightforward to create a stored procedure for. For a given
driver
identified by theirdriverID
in theDriverStatusChange
table, flag any instance of a row where theDriverStatusChange
dutyStatus
field = 'Driving' and thedurationMins
> 660 (11 hours).
CREATE PROCEDURE [dbo].[FlagDrivingOver11Hours]
@DriverId VARCHAR(255)
AS
BEGIN
SELECT record, driverId, dutyStatus, durationMins, statusStart, statusEnd
FROM DriverStatusChange
WHERE driverId = @DriverId
AND dutyStatus = 'Driving'
AND durationMins > 660;
END;
GO
- When we execute the procedure for any of the Drivers'
driverId
values such as
DECLARE @return_value int
EXEC @return_value = [dbo].[FlagDrivingOver11Hours]
DriverId = N'271177229'
record | driverId | dutyStatus | durationMins | statusStart | statusEnd |
---|---|---|---|---|---|
1126 | 271177229 | Driving | 668 | 2024-01-15 17:10:38.000 | 2024-01-16 04:18:38.000 |
1366 | 271177229 | Driving | 679 | 2024-01-19 09:58:46.000 | 2024-01-19 21:17:46.000 |
2846 | 271177229 | Driving | 698 | 2024-02-09 16:45:36.000 | 2024-02-10 04:23:36.000 |
Rule 2: Driving beyond 14th hour
May not drive beyond the 14th consecutive hour after coming on duty, following 10 consecutive hours off duty. Off-duty time does not extend the 14-hour period.
Now we're getting into more tricky territory. For this procedure, an approach could be to:
- Create a temporary table which will hold the statuses flagged as violating the rule.
CREATE PROCEDURE [dbo].[FlagDrivingViolations]
@driverId VARCHAR(255)
AS
BEGIN
CREATE TABLE #Violations (
driverId VARCHAR(255),
record INT,
statusStart DATETIME,
statusEnd DATETIME,
violationType VARCHAR(255)
);
- Use a common table expression to find all Off Duty statuses with a duration over 10 hours for the
Driver
, along with all Driving statuses with their status start/stop times.
WITH OffDutyPeriods AS (
SELECT
driverId,
statusStart AS offDutyStart,
statusEnd AS offDutyEnd,
ROW_NUMBER() OVER (PARTITION BY driverId ORDER BY statusStart) AS rowNumber
FROM DriverStatusChange
WHERE driverId = @driverId
AND dutyStatus = 'Off Duty'
AND DATEDIFF(MINUTE, statusStart, statusEnd) >= 600
DrivingRecords AS (
SELECT
dsc.driverId,
dsc.record,
dsc.statusStart,
dsc.statusEnd,
dsc.dutyStatus,
ROW_NUMBER() OVER (PARTITION BY dsc.driverId ORDER BY dsc.statusStart) AS rowNumber
FROM DriverStatusChange dsc
WHERE dsc.driverId = @driverId
AND dsc.dutyStatus = 'Driving'
)
- From these results, select any instances with a duty status of 'Driving' beyond 14 hours since 10 hours spent off duty.
SELECT
dsc.driverId,
dsc.record,
dsc.statusStart,
dsc.statusEnd,
CASE
WHEN DATEDIFF(HOUR, odp.offDutyEnd, dsc.statusStart) >= 14 THEN '14 Hour Driving Violation'
END AS violationType
INTO #TempViolations
FROM DrivingRecords dsc
CROSS APPLY (
SELECT TOP 1 *
FROM OffDutyPeriods odp
WHERE odp.driverId = dsc.driverId
AND odp.offDutyEnd < dsc.statusStart
ORDER BY odp.offDutyEnd DESC
) odp
WHERE DATEDIFF(HOUR, odp.offDutyEnd, dsc.statusStart) >= 14;
- Insert these records into the temporary table and clean up the temporary tables.
INSERT INTO #Violations (driverId, record, statusStart, statusEnd, violationType)
SELECT
driverId,
record,
statusStart,
statusEnd,
violationType
FROM #TempViolations;
SELECT * FROM #Violations;
DROP TABLE #TempViolations;
DROP TABLE #Violations;
END;
- By calling the procedure with a driverID, we can see the non compliant records:
EXEC FlagDrivingViolations @driverId = '202251400';
driverId | record | statusStart | statusEnd | violationType |
---|---|---|---|---|
202251400 | 594 | 2024-01-07T06:09:19.000Z | 2024-01-07T11:24:19.000Z | 14 Hour Driving Violation |
Rule 3: 60/70-Hour Driving Limit
May not drive after 60/70 hours on duty in 7/8 consecutive days. A driver may restart a 7/8 consecutive day period after taking 34 or more consecutive hours off duty.
This is complex! There are a considerable number of 'ifs' to evaluate here. We will need to evaluate the 7 day periods and 8 day periods subsequent to every instance that a DriverStatusChange.dutyStatus
, in order to sum together the hours not 'Off Duty' over that period. Over the 8 day stretch, the sum of the status durations not 'Off Duty' cannot exceed 70 hours, and for the 7 day stretch, 60 hours. But if there exists any instance in that window where the Driver
has a DriverStatusChange
record of dutyStatus
='Off Duty' with a durationHours
>=34, then skip over that calculation.
- Here we might use a procedure that first creates a temporary table to hold all statuses that are not 'Off Duty'.
CREATE PROCEDURE [dbo].[FlagHoursWorkedOverLimits]
@DriverId VARCHAR(255)
AS
CREATE TABLE #DriverStatus (
record INT,
driverId VARCHAR(250),
dutyStatus VARCHAR(250),
durationMins INT,
statusStart DATETIME,
statusEnd DATETIME
);
INSERT INTO #DriverStatus (record, driverId, dutyStatus, durationMins, statusStart, statusEnd)
SELECT record, driverId, dutyStatus, durationMins, statusStart, statusEnd
FROM DriverStatusChange
WHERE driverId = @DriverId
AND dutyStatus <> 'Off Duty';
- And a temporary table to hold all flagged violations:
CREATE TABLE #FlaggedPeriods (
PeriodType VARCHAR(50),
StartDate DATETIME,
EndDate DATETIME,
TotalHoursWorked DECIMAL(5, 2)
);
INSERT INTO #FlaggedPeriods (PeriodType, StartDate, EndDate, TotalHoursWorked)
SELECT '7 Day Period', MIN(statusStart), MAX(statusEnd),
SUM(durationMins) / 60.0 AS TotalHoursWorked
FROM #DriverStatus
GROUP BY DATEDIFF(DAY, '1900-01-01', statusStart) / 7
HAVING SUM(durationMins) > 60 * 60;
INSERT INTO #FlaggedPeriods (PeriodType, StartDate, EndDate, TotalHoursWorked)
SELECT '8 Day Period', MIN(statusStart), MAX(statusEnd),
SUM(durationMins) / 60.0 AS TotalHoursWorked
FROM #DriverStatus
GROUP BY DATEDIFF(DAY, '1900-01-01', statusStart) / 8
HAVING SUM(durationMins) > 70 * 60;
SELECT * FROM #FlaggedPeriods;
DROP TABLE #DriverStatus;
DROP TABLE #FlaggedPeriods;
END;
- And finally call the procedure with a driverID:
DECLARE @return_value int
EXEC @return_value = [dbo].[FlagHoursWorkedOverLimits]
@DriverId = N'202251400'
GO
PeriodType | TotalHoursWorked | StartDate | EndDate |
---|---|---|---|
7 Day Period | 75.08 | 2024-01-01 02:00:00.000 | 2024-01-07 22:30:21.000 |
7 Day Period | 69.10 | 2024-01-08 06:43:23.000 | 2024-01-15 00:58:10.000 |
7 Day Period | 76.23 | 2024-01-15 03:31:12.000 | 2024-01-21 19:55:58.000 |
7 Day Period | 72.40 | 2024-01-22 03:00:00.000 | 2024-01-29 04:16:44.000 |
8 Day Period | 77.77 | 2024-01-07 04:17:18.000 | 2024-01-15 00:58:10.000 |
8 Day Period | 86.23 | 2024-01-15 03:31:12.000 | 2024-01-22 23:26:06.000 |
8 Day Period | 73.65 | 2024-01-23 07:03:08.000 | 2024-01-30 20:05:54.000 |
That's a lot of logic to maintain directly as SQL queries! And we didn't even check for the 34 hour exclusion rule or consider overlapping periods that violate rules.
Let's shift to Corticon to see how we can solve the above and more by maintaining the rules as...rules.
Querying for Driving Compliance Violations with Corticon + SQL
How Corticon modularizes queries, data, and rules
In Corticon, the _rule vocabulary_ provides a singular dictionary of business terminologies that will serve as building blocks to build decisions from--elements in the vocabulary are abstractions of all data involved in the decision. For example, an application may pass some data about a driver to a Corticon decision service that conforms to the model of the rule vocabulary, and that decision service may retrieve/overwrite/delete elements of that vocabulary over the course of rule evaluation or by accessing external data sets.
Corticon rule vocabularies can be mapped to data in any of the leading relational databases as well as to REST APIs. For this Corticon project, we'll make use of Corticon's Advanced Data Connector (ADC), to trigger queries to be performed during the execution of a decision service.
This allows rule architects to optimize decision processing efficiency by retrieving data at specific points in the execution of a decision service, with queries populated by either data sent in the initial input to the decision service, or data produced in preceding rulesheets in a ruleflow. Planning how to use data queries as part of a decision service execution is an essential way to minimize the 'chattiness' symptomatic in data-intensive decisioning.
How the rules and queries are organized
Similar to the way stored procedures and views are kept separate from the data tables in a database, but preconfigured to be run against the actual data set interested in, we separate out the queries and the data when using ADC:
-
CorticonFleetManager Database - the same database as used in the exercises above, containing tables like
Driver
,Trip
,Destination
, andDriverStatusChange
. -
fleetQueries Database - Serves as the library of preconfigured, parameterized queries to be executed during a decision service.
-
CORTICON_ADC_READ -
Table containing rows of each read query's name and unique ID -
CORTICON_ADC_READ_DEFS -
Table containing one or more rows per read query ID, the sequence in which they should be executed, and the Corticon rule vocabulary entity / entities that are mapped to the data being retrieved
-
In Corticon Studio, the vocabulary is mapped to the CorticonFleetManager database tables, and the fleetQueries are imported and then usable in a Ruleflow. This ruleflow, made up of rule logic and these queries, can then be generated into a decision service as illustrated below.
Generate the Rule Vocabulary from the Fleet Management Database Schema
For our fleet management scenario that starts from a database containing the fleet company's data, we'll start by generating a vocabulary from the schema of the CorticonFleetManager database. This way, the schema is automatically incorporated into the rule vocabulary's structure with the entities' interrelations.
Connect to the Query Database
In either the same database or an entirely separate database, we'll next define the queries to evaluate rules based upon this data. These queries are essentially parameterized SQL that substitutes variables specified 'upstream' in the rules.
Similar to the ADC datasource, we'll connect to the query database, but the data contained within the database is not data involved with the business decision--rather, this database will contain the queries that will be referenced by Corticon during rule processing. These queries then can be executed at specified points in a single decision service's execution, in order to fulfill workflows like the following:
-
Query 1: For the provided DriverID, retrieve the applicable record from the
Driver
table in the CorticonFleetManager database, and map theDriver
data to the Driver entity in the Corticon vocabulary. Then pull in allDriverStatusChange
records with this sameDriverID
, and associate theseDriverStatusChange
records in the Corticon vocabulary as child entities to theDriver
. -
Query 2: Based upon the driver type specified in the
Driver
table, retrieve regulatory thresholds from the Thresholds table. Here, we'll externalize the values for thresholds like maximum hours a driver can legally drive consecutively. These can then be referenced in subsequent rulesheets to flag non-compliant shifts. - Business Rules: Identify violations for a given driver of the 60/70 hours in 7/8 days rule, driving after the 14th hour on duty rule, and driving more than 11 hours without a break.
The Business Rules
Initialize Values - Rulesheet
After the two ADC READ operations are executed, the ruleflow subsequently executes the 'Initialize Values' rulesheet. This rulesheet:
- Solves
DriverStatusChange.durationHours
based onDriverStatusChange.durationMinutes
/60 - Sets
Driver.offDutyCount
to be the size of the collection ofDriver.driverStatusChange
wheredutyStatus
= 'Off Duty' - Sets a placeholder value of '1' for the attribute
Driver.temp
. This will be used as a counter for looping during subsequent rulesheets.
60 70 Hour Limit - Ruleflow
Create Work Periods - Iterative Rulesheet
This rulesheet iterates until no more changes occur when evaluated. We create a new entity, Period
associated as a child to Driver
, which will contain the attributes day1
, day7
, and day8
. We iterate over this rulesheet to create unique instances of Period
for the 8 days subsequent to every DriverStatusChange
. Each Period
will contain the date of the DriverStatusChange
in the attribute day1
, add 6 to that value for the attribute day7
, and add 7 to that value for the attribute day8
until the number of periods=the number of statuses.
8 Day Rules - Ruleflow
Associate statuses with 8 day period - Rulesheet
Add any instance of Driver.driverStatusChange
to the collection Driver.period.driverStatusChange
for any driverStatusChange
where :
-
Driver.driverStatusChange
attributedutyStatus
is 'Off Duty' as well as has adurationHours
>= 34 - The
Driver.driverStatusChange
statusStart
andstatusEnd
are within a period'sday1
andday8
values.
Sum statuses 8 days - Rulesheet
Set the value of Driver.period.hoursNotOffDuty8
to be the sum of all DriverStatusChange.durationHours
where DriverStatusChange
is a child entity of Driver.period
.
7 Day Rules - Ruleflow
Remove association - Rulesheet
Removes the previously created association between DriverStatusChange
and Period
created in the 8 day ruleflow.
Associate statuses with 7 day period - Rulesheet
Add any instance of Driver.driverStatusChange
to the collection Driver.period.driverStatusChange
for any DriverStatusChange
where :
-
Driver.driverStatusChange
attributedutyStatus
is 'Off Duty' as well as has adurationHours
>= 34 - The
Driver.driverStatusChange
statusStart
andstatusEnd
are within a period'sday1
andday7
values.
Sum statuses 7 days - Rulesheet
Set the value of Driver.period.hoursNotOffDuty7
to be the sum of all DriverStatusChange.durationHours
where DriverStatusChange
is a child entity of Driver.period.
Overtime Flags - Rulesheet
For any instance of Driver.period
where hoursNotOffDuty7
> 60, create a new instance of HOS_Flag
as a child entity to Driver
, with the attribute type
having a value of '>60 hours in 7 days' and the attribute when
having a value of [Period.day1
] to [Period.day7
], time not off duty was [Driver.period.hoursNotOffDuty7
].
For any instance of Driver.period
where hoursNotOffDuty8
> 70, create a new instance of HOS_Flag
as a child entity to Driver
, with the attribute type
having a value of '>70 hours in 8 days' and the attribute when
having a value of [Period.day1
] to [Period.day8
], time not off duty was [Driver.period.hoursNotOffDuty8
].
Time Driving per Shift Rules - Ruleflow
Iterative Rulesheet: Create Windows Off Duty
This rulesheet iterates until no more changes occur when evaluated. We create a new entity, ShiftWindow
associated as a child to Driver
, which will contain the attribute statusEnd
, statusStart
, isOffDuty
, and windowID
. Corticon will iterate over this rulesheet to create a new ShiftWindow
for every instance of DriverStatusChange
where dutyStatus
= 'Off Duty'.
The rulesheet will set the windowID
for each ShiftWindow
to be the value of Driver.temp
, while Driver.temp
will be incremented up by 1 each time the rulesheet executes, repeating until the value of the Driver.temp
is equal to the number of off duty statuses.
Reset - Rulesheet
Set Driver.temp
back to 1.
Create Windows Driving - Iterative Rulesheet
Here we're creating three aliases for Driver.drivingWindow
- 'preceding', 'subsequent', and 'timeNotOff':
- 'preceding' - represents any case where
Driver.drivingWindow
.windowID
=Driver.temp
andisOffDuty
=T
- 'subsequent' - represents any case where
Driver.drivingWindow
.windowID
=Driver.temp+1
andisOffDuty
=T
- 'timeNotOff' - this will represent the period of time in between the times off duty
This rulesheet will iteratively create new, unique ShiftWindow
entities under the timeNotOff
alias, until there are no further instances of the subsequent
alias to evaluate.
Group Windows - Rulesheet
Similar to the design pattern with the 60/70 hour rules, here we're going to set DriverStatusChange
to be a child entity to any instance of ShiftWindow
within the same statusStart
and statusEnd
times, where the value of DriverStatusChange.dutyStatus
='Driving'.
Duration Driving Between off Duty Windows - Rulesheet
Here we evaluate all instances of the newly associated DriverStatusChange
entities that are a child of DrivingWindow
for the driver. If the last instance of Driver.drivingWindow.driverStatusChange
any each Driver.drivingWindow
has a driving statusEnd
greater than 14 hours after the drivingWindow
, create a new HOS_flag
with the value for the attribute when
set to = 'Last off duty concluded at [Driver.shiftWindow.statusStart
], driving status ended at [Driver.drivingWindow.driverStatusChange.statusEnd
] and for the attribute type
set to='Driving status ended more than 14 hours since off duty'.
11 in 14 flags - Rulesheet
Evaluate all instances of the newly associated DriverStatusChange
entities that are a child of DrivingWindow
for the driver. If any instance of Driver.drivingWindow
has a durationHours
spent with a duty status of 'Driving' greater than the 11 permissible hours they may drive in a 14 hour window, create a new HOS_flag
with with the value of the when
attribute set to ='Driving shift of [DriverStatusChange.durationHours
] beginning [DriverStatusChange.statusStart
]' and the type
attribute set to '>11 hour driving within 14 hour period on duty'.
remove temporary fields - Rulesheet
Remove the newly created entities (Period
, ShiftWindow
) as well as the retrieved and DriverStatusChange
records from the final response payload of the decision services.
Testing
Before we deploy the rules to a Corticon Server, we can validate rule behavior with ruletests to simulate the logic evaluated for a given driverID
.
Better Together
Our ruleflow can now be generated into a decision service on Corticon Server, turning our compliance assessment into a ready to use API endpoint for decisioning. These rules could also be built upon, or we could add in a write step, to persist the final determinations back to the database.
We could also run this decision as a regular batch job, evaluating many records concurrently across disparate data sources and persisting the outputs directly back into a database.
And, we can build in further functionalities that would be very difficult to maintain through other approaches, such as incorporating data from REST API endpoints like geocoding and weather condition APIs, in order to ensure all variables beyond just regulatory considerations are readily available and maintainable in a fleet manager's dispatch application.
With Corticon, existing application logic doesn't need to be eliminated, and new experts in complex languages don't need to be brought in. Instead Corticon enables enterprises to separate the 'know' from the 'flow' of their complex decision making logic, future proofing the systems from which major competitive differentiators can be derived.
By externalizing the logic which evaluates driving compliance from the underlying data that the logic is evaluating, business analysts at logistics-intensive companies maintain rules without needing to know all of the complexities of the ever-changing fleet data. Because we can incorporate any number of data sources, we can maintain the regulatory thresholds separate from the logic which pulls in the relevant records, keeping distinct areas of the decision in quickly adaptable modules.
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