Bitesize Business Rules: read-me chapters for Business Rules concept in S1000D® issue 4.2

In this post, our Business Rules trainer Victoria Ichizli-Bartels will point out what you need to read first when developing and using business rules defined by the S1000D® in general and Issue 4.2 in particular.

Here is how the S1000D® Issue 4.2 outlined the highlights of business rules in the e-mail announcing the Issue 4.2 release:

  • Introduction of BrDoc. A new Schema for capturing business rules
  • Improvements on readability
  • Added unique references to id’s in the default BREX
  • Referencing from BRDPs to the associated rule in the default BREX
  • Severity levels

The new addition, of the Brdoc Schema is a big highlight, and I strongly recommend implementing it when you develop your project or organizational business rules. Together with Business Rules Working Group (BRWG) members, I have worked for several years to create and consolidate this construct, which can serve to capture all business rules documentation and to produce BREX data modules out of the information defined in Brdoc data modules.

Chapter 2.5.2

However, before reading any other chapters on business rules inside Issue 4.2 I would recommend you read Chapter 2.5.2.

I would go as far as saying that this chapter along with other chapters within Chapter 2.5 is “Read-Me” information when it comes to the business rules concept in Issue 4.2 and S1000D® in general.

Highlights of the Chap 2.5.2 titled “Business rules – Generation and use” include:

  • The section General introduces the contents of the chapter and summarizes the components of a typical business rules publication. Para 3.1 “Business rules documents” lists those components in more detail.
  • With the introduction of BREX data module, S1000D® working groups have introduced the automatic support to business rules use, through checking the technical data modules against project BREX data modules. With the new Brdoc data module, the business rules production process has been standardized as well. Para 2.2 “Business rules production” describes a typical business rules process.
  • A special highlight of the Chap 2.5.2 is Para 2.2.1 listing the “Major steps in producing business rules.” This Para is what makes the whole chapter as a Read-Me chapter for business rules production. Thirteen major steps are clearly and briefly summarized. The main Business Rules Decision Points (BRDP) needed for the contractual part of S1000D® implementation are pointed explicitly in step 4.
  • Fig 1 and Fig 2 in Para 2.2.2 and Para 3.2 present diagrams of business rules production and use processes.

I recommend the following sequence of reading the Business Rules chapters when implementing Business Rules from Issue 4.2:

  1. Read Chap 2.5 and get a clear understanding of Business Rules definition. A tip: read it at least twice and pay attention where the definition says that the S1000D® Business Rules are not only about the information defined in the S1000D®.
  2. Read Chap 2.5.2 (with a sneak peek into Chap 2.5.3 to find out what are the BRDP’s quoted in Chap 2.5.2, Para 2.2.1, step 4 are about). Follow all the references and learn about Brdoc and BREX inside Chap 4.10.
  3. Read Chap 2.5.1 to plan what different types of business rules categories you need to define, to get to know and identify the business rules layers in your project, and become aware of possible conflicts during business rules definition.
  4. Finally, take Chap 2.5.3 to define your project’s business rules.


Knowing new Schemas and constructs is not enough. Guidance provided by the S1000D® in the introductory chapters before the bulky Chap 3 is vital and can save you a lot of headaches while learning to understand the new concepts in the Specification.

By the way, have you ever read all sub-chapters in Chap 1 and Chap 2? If not, do it today. And if someone asks you for an introduction into the S1000D®, don’t send them proprietary created guides, of which many are good, but they are still instances of possible S1000D® interpretations. Instead, tell them to read Chap 1 and Chap 2 of the S1000D® Issue 4.2.

View all bitesize business rules

Looking to learn more about Business Rules in the world of S1000D?

Book your place on our S1000D Business Rules training course delivered by Victoria Ichizli-Bartels.

This course is for anyone who needs an understanding of the principles of S1000D prior to implementing the standard.  It covers the technical and business aspects of Business Rules and how to implement it and its implications for technical publications. Find out more.

About Victoria Ichizli-Bartels

Victoria has been working with S1000D since 2004, first for German Defence, then for a major S1000D software vendor and today as part of her own business. In the S1000D community, Victoria serves as the Business Rules Working Group (BRWG) chair since 2005.

To book your place call +44 (0)20 8722 8400 or email moc.n1614503326okem@1614503326greb.1614503326ennas1614503326us1614503326