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| name="execute_rule_discovery_workshop_guideline,_GQRngB5pEdutMMt1DDmE3w" guid="-3aW2yZI3NRHTURx_MUJcfg" |
| changeDate="2007-11-01T14:47:35.259-0800" version="1.0.0"> |
| <mainDescription><a id="XE_rule_discovery__execute_workshop_guideline" name="XE_rule_discovery__execute_workshop_guideline"></a> 
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| <p class="MsoNormal" style="MARGIN: 3pt 0cm">
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| <span style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><span style="mso-bidi-font-style: italic">Rules and processes
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| elicitation is an <span style="mso-bidi-font-weight: bold">ongoing</span> <span
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| style="mso-bidi-font-weight: bold">activity</span> throughout the whole duration of the project. <span
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| style="mso-bidi-font-weight: bold">Constant collaboration</span> with&nbsp;the stakeholder is critical.</span></span>
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| <span style="FONT-SIZE: 10pt; FONT-FAMILY: Arial"><span style="mso-bidi-font-style: italic">They will change their
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| minds as the project proceeds and that is perfectly fine.</span></span><br />
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| </p>
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| <h3 style="MARGIN: 3pt 0cm">
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| Discover Rules from Subject Matter Experts
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| </h3>
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| <p class="MsoNormal" style="MARGIN: 3pt 0cm">
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| <span style="mso-bidi-font-style: italic">The&nbsp;rules discovery&nbsp;workshop is&nbsp;a powerful technique for
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| eliciting rules. It gathers all the key subject matter experts&nbsp;together for a short but intensely focused period.
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| The use of an outside facilitator experienced in requirements management can ensure the success of the workshop.
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| Brainstorming is the most efficient techniques used during the sessions.</span>
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| </p>
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| <p class="MsoNormal" style="MARGIN: 3pt 0cm">
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| <span style="mso-bidi-language: HE">Brainstorming involves both idea generation and idea reduction. The most creative,
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| innovative ideas often result from combining, seemingly unrelated ideas. Various voting techniques may be used to
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| prioritize the ideas created.</span>
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| </p>
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| <p class="MsoNormal" style="MARGIN: 3pt 0cm">
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| <span style="mso-bidi-language: HE">Allow for human behavior but control the following points:</span>
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| </p>
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| <ul style="MARGIN-TOP: 0cm" type="disc">
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l2 level1 lfo2">
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| <span style="mso-bidi-language: HE">Do not attack other&nbsp;participants</span>
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| </li>
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l2 level1 lfo2">
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| <span style="mso-bidi-language: HE">Do not come back late from a break: the sessions are short, so&nbsp;there
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| should be plenty of time for&nbsp;other activities during the day.</span>
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| </li>
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l2 level1 lfo2">
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| <span style="mso-bidi-language: HE">Avoid any domineering position</span>
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| </li>
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| </ul>
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| <p class="MsoNormal" style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">Some suggestions to improve the process:</span>
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| </p>
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| <ul style="MARGIN-TOP: 0cm" type="disc">
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| <li class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">Facilitator keeps a timer for all breaks and
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| fines anyone that is late, everyone gets one free pass</span>
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| </li>
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| <li class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">Facilitator encourages everyone to use
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| 5-minute position statement</span>
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| </li>
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| <li class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">In case of long discussion without reaching
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| firm conclusion or agreement it is good to use the business concerns to drive the elicitation</span>
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| </li>
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| <li class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">If the rule is not clear this is good
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| practice to prototype it.</span>
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| </li>
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| <li class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">Use concrete scenario to illustrate some
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| rules. It will prepare for the tests.</span>
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| </li>
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| </ul>
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| <p class="MsoNormal" style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3">
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| <span style="mso-bidi-font-size: 10.0pt; mso-bidi-font-family: Arial">In the case of a use case oriented roadmap the
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| analyst team will start from the use case or business process map and may ask the following standard elicitation
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| questions like:</span>
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| </p><br class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3" />
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| <br />
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| <div align="center">
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| <table class="ISISTable"
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| style="BORDER-RIGHT: medium none; BORDER-TOP: medium none; BORDER-LEFT: medium none; BORDER-BOTTOM: medium none; BORDER-COLLAPSE: collapse; mso-border-alt: solid silver 1.0pt; mso-yfti-tbllook: 480; mso-padding-alt: 0in 5.4pt 0in 5.4pt; mso-border-insideh: 1.0pt solid silver; mso-border-insidev: 1.0pt solid silver"
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| cellspacing="0" cellpadding="0" border="1">
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| <tbody>
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| <tr style="mso-yfti-irow: -1; mso-yfti-firstrow: yes">
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| <td
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| style="BORDER-RIGHT: gray 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: gray 1pt solid; PADDING-LEFT: 5.4pt; BACKGROUND: #f3f3f3; PADDING-BOTTOM: 0in; BORDER-LEFT: gray 1pt solid; WIDTH: 126.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: gray 1pt solid"
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| valign="top" width="169">
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| <p class="MsoNormalCxSpFirst" style="TEXT-ALIGN: center; mso-yfti-cnfc: 1" align="center">
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| <font size="3"><b style="mso-bidi-font-weight: normal"><i style="mso-bidi-font-style: normal"><span
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| style="COLOR: #005da0">Input Document</span></i></b><b style="mso-bidi-font-weight: normal"><i
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| style="mso-bidi-font-style: normal"><span
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| style="COLOR: #005da0; mso-bidi-font-size: 10.0pt">Type</span></i></b></font>
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| </p>
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| </td>
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| <td
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| style="BORDER-RIGHT: gray 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: gray 1pt solid; PADDING-LEFT: 5.4pt; BACKGROUND: #f3f3f3; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 207pt; PADDING-TOP: 0in; BORDER-BOTTOM: gray 1pt solid; mso-border-left-alt: solid gray 1.0pt"
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| valign="top" width="276">
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| <p class="MsoNormalCxSpMiddle" style="TEXT-ALIGN: center; mso-yfti-cnfc: 1" align="center">
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| <font size="3"><b style="mso-bidi-font-weight: normal"><i style="mso-bidi-font-style: normal"><span
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| style="COLOR: #005da0">Questions</span></i></b></font>
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| </p>
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| </td>
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| <td
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| style="BORDER-RIGHT: gray 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: gray 1pt solid; PADDING-LEFT: 5.4pt; BACKGROUND: #f3f3f3; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 108.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: gray 1pt solid; mso-border-left-alt: solid gray 1.0pt"
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| valign="top" width="145">
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| <p class="MsoNormalCxSpMiddle" style="TEXT-ALIGN: center; mso-yfti-cnfc: 1" align="center">
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| <font size="3"><b style="mso-bidi-font-weight: normal"><i style="mso-bidi-font-style: normal"><span
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| style="COLOR: #005da0">Impacted Artifacts</span></i></b></font>
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| </p>
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| </td>
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| </tr>
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| <tr style="mso-yfti-irow: 0">
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: silver 1pt solid; WIDTH: 126.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="169">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Use case</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business process map</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 207pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="276">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What happen on this business
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| activity?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What is the input information of
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| this activity?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What is the output ?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What kind of validation the user
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| is doing on this process step?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span
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| style="FONT-SIZE: 8pt; LAYOUT-GRID-MODE: line; COLOR: black; mso-bidi-font-size: 10.0pt">How
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| do we check that …</span><span
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| style="FONT-SIZE: 8pt; COLOR: black; mso-bidi-font-size: 10.0pt">?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What is happening in case of error
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| or exceptions?</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Who is taking the final
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| decision?</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 108.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="145">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Use case</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business process map</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Rule description document</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| </tr>
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| <tr style="mso-yfti-irow: 1">
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: silver 1pt solid; WIDTH: 126.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="169">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Use case</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business process map</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business entities diagram</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 207pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="276">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What do you mean by …. (a business
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| term to clearly define)</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 108.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="145">
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| <ul dir="ltr">
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| <li>
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| <div class="MsoNormalCxSpMiddle" style="MARGIN-RIGHT: 0px">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business entities diagram</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| </tr>
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| <tr style="mso-yfti-irow: 2; mso-yfti-lastrow: yes">
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: silver 1pt solid; WIDTH: 126.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="169">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Rule statement</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 207pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="276">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">What about the other range of
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| possible values for this condition?</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| <td
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| style="BORDER-RIGHT: silver 1pt solid; PADDING-RIGHT: 5.4pt; BORDER-TOP: #ece9d8; PADDING-LEFT: 5.4pt; PADDING-BOTTOM: 0in; BORDER-LEFT: #ece9d8; WIDTH: 108.9pt; PADDING-TOP: 0in; BORDER-BOTTOM: silver 1pt solid; BACKGROUND-COLOR: transparent; mso-border-left-alt: solid silver 1.0pt; mso-border-top-alt: solid silver 1.0pt"
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| valign="top" width="145">
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| <ul>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Business entities diagram</span>
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| </div>
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| </li>
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| <li>
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| <div class="MsoNormalCxSpMiddle">
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| <span style="FONT-SIZE: 8pt; mso-bidi-font-size: 10.0pt">Rule description document</span>
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| </div>
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| </li>
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| </ul>
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| </td>
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| </tr>
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| </tbody>
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| </table>
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| </div><br class="MsoNormal"
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| style="MARGIN: 1.9pt 0cm 0pt; TEXT-ALIGN: justify; tab-stops: list 36.0pt; mso-list: l1 level1 lfo3" />
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| <br />
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| <p class="MsoNormal" style="MARGIN: 0in 0in 0pt; TEXT-ALIGN: justify">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">Between
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| sessions, try to make some rule analysis to verify that business terms are well defined and the rules make sense and do
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| not have logical conflict. Log all the questions related to this analysis in a issue tracking document.</span><br />
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| </p>
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| <h3 style="MARGIN: 3pt 0cm">
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| Discover Rules from Documentation
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| </h3>
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| <p style="MARGIN: 0in 0in 0pt; TEXT-ALIGN: justify">
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| When they exist, precisely written business policy documents prove an excellent&nbsp;source of information for rule
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| elicitation. The advantage of a "company certified" policy document is that it is not&nbsp;biased by&nbsp;the
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| individual practice of a subject matter expert.&nbsp;In any case, the elicitation work performed&nbsp;from a document
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| should of course be corroborated by a subject matter expert, and usually takes frequent interaction with the SME to get
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| some explanation on a rule or a term that might be unclear or ambiguous.&nbsp;
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| </p>
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| <p class="MsoNormal" style="MARGIN: 3pt 0cm">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">It
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| is&nbsp;recommended to:</span>
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| </p>
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| <ul style="MARGIN-TOP: 0cm" type="disc">
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l1 level1 lfo2">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">Get
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| an exhaustive list of the business events under scope and&nbsp;log them in a table</span>
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| </li>
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l1 level1 lfo2">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">Get
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| the activities, tasks, processes that support the processing of those business events</span>
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| </li>
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l1 level1 lfo2">
 |
| <span
 |
| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">Get
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| the business motivation behind the rules</span>
 |
| </li>
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| <li class="MsoNormal" style="MARGIN: 3pt 0cm; tab-stops: list 36.0pt; mso-list: l1 level1 lfo2">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">Try
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| to extract the object model under scope, the domain values, etc...</span>
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| </li>
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| </ul>
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| <p class="MsoNormal" style="MARGIN: 0in 0in 0pt; TEXT-ALIGN: justify">
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| <span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: HE; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US"><span
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| style="FONT-SIZE: 10pt; FONT-FAMILY: Arial; mso-bidi-language: AR-SA; mso-bidi-font-size: 12.0pt; mso-bidi-font-family: 'Times New Roman'; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; mso-fareast-language: EN-US">We
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| should still apply agile modeling by involving the SME to get feedback on the findings, assumptions and
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| issues.&nbsp;Use simple diagrams to communicate with the project stakeholders.</span></span>
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| </p><br /></mainDescription> |
| </org.eclipse.epf.uma:ContentDescription> |