Search Results for: Oracle Policy Automation and Siebel Innovation Pack 16

Oracle Policy Automation and Siebel Innovation Pack 16 #6

Oracle Policy Automation and Siebel Innovation Pack 16 #6

Oracle Policy Automation and Siebel Innovation Pack 16The final post in this series looks at some of the “extras” that facilitate the integration of Oracle Policy Automation and Siebel Innovation Pack 16. By “extras” I mean other Web Services provided by Oracle Policy Automation, which will need to be taken into consideration when designing how these two applications can best work together but that are not directly related to the subject of getting the two applications to integrate using Applets, Integration Components, Workflow Processes and so on. Some of the content that follows is license-dependent, but should be of interest to any Oracle Policy Automation person.

Overview

Given that there are a number of different services to review, this post therefore is necessarily a mixture of many things. To summarise, there are

  • Administrative Services : The REST API of Oracle Policy Automation allows the creation of users of all the main types (integration users as well as normal ones) and also for the automation of deployment, and retrieval of associated information.
  • Execution Services : Assess, Interview and Answer (and the Server service, although it does not really need to be covered here).
  • Batch Execution Service : The REST API for Batch Execution allows for batched execution of goal determination

Together these are referred to as the Determinations API. The API is version specific in the sense that features are constantly being added (for example, integration user management is new to release 18A) so make sure you are using the correct WSDL file. For specific Oracle Policy Automation rulebases you can download the WSDL easily and that is shown in the videos below.

Assess Service

The Assess Web Service is probably the most famous service from a Siebel developer perspective, since it allows Siebel Enterprise to call Oracle Policy Automation and obtain an XML response (in the manner of a typical SOAP Web Service). It is often used therefore when no user interface is required.

The above video provides a short overview of how to derive the necessary information from Oracle Policy Automation and to use it in standard Web Service fashion. Developers should note that the post-processing of the Response will most likely occur in a Siebel Workflow Process or Script, in order to parse the response and deal with it.

As such, accessing an Oracle Policy Automation rulebase with Assess can be done very simply indeed. If the Oracle Policy Automation rulebase you are working with has a Connection in it (to Siebel or anything else) then you may also wish to use the Answer Service (see below).

Interview Service

The Interview Web Service was heavily used in the Oracle Policy Automation and Siebel Innovation Pack 15 integration, in order to mimic the behavior of the standard Interview using the Siebel Open UI framework. This Service is best suited to applications needed to provide the Interview User Interface in another technology (a Java application, a Silverlight Client, a Visual Studio application or whatever). It has a number of specifics and developers must manage session control, as the short video below illustrates.

Answer Service

The Answer service is reserved for Projects where there is a Connection object in Oracle Policy Automation, and as such provides a SOAP-based tool to pass data sets to the Project and receive the response. Amongst other things, therefore, it can be used to test the behaviour of an Oracle Policy Automation project when the external application (for example Siebel Enterprise) is not available.

REST API Services

As outlined above, there are in fact two REST API areas of interest : the administrative platform and the Batch Assessment service. Both require OAuth2 authentication and session management.

What’s Left to Do with Oracle Policy Automation and Siebel Innovation Pack 16?

So what is there still to do, for the Siebel Developer who has followed all the different posts and videos in this series? Well of course it is not possible to show everything, so here are the main points that you will now need to finish on your own : but most of them are entirely non-specific to Oracle Policy Automation and Siebel Innovation Pack 16.

There are of course many different things that you might want to do with Oracle Policy Automation and Siebel Innovation Pack 16, so at the OPA Hub Website we are always happy to hear from our readers with comments and questions : all you have to do is post at the bottom of the article. We obviously cannot run your project from here (but if you want us to, just get in touch!)  but you should feel free to contact us with questions, ideas for articles or anything else that is Oracle Policy Automation-related.

As Siebel Developers will know, Siebel Enterprise is now in version 17 and the next big thing, Siebel 18, is expected soon. The good news is that almost all of the steps shown here are completely identical in the newer version, since the changes are architectural rather than functional for the most part. If you come across anything completely different then, again, just let us know. We do plan on providing an update to this post series as and when the Siebel 18 is made generally available.

Finally

The OPA Hub hopes you all enjoyed the different posts in this series. For your bookmarks, here are the other posts in the series:

Oracle Policy Automation and Siebel Innovation Pack 16 #5

Oracle Policy Automation and Siebel Innovation Pack 16 #5

So, following on from the previous post in this series, where we looked at testing the Load and Save operations using Oracle Policy Automation and Siebel Innovation Pack 16 (as opposed to simple SOAP UI testing which is good, but will only get you so far), this post takes a slightly different turn and investigates two operations that are not strictly speaking required to be implemented.

The definition of the Oracle Policy Automation Connector Framework contains a boolean tag as to whether checkpoints are enabled in a given Connection. And these checkpoints are the subject of this post. Firstly, what is a checkpoint?

A checkpoint is a point in an interview, after which the contents of the Screens (Controls, for example data you have entered) is saved in a specific format, namely as an encoded Base64 string. This string of course needs to be saved somewhere : for example in a table in your Siebel database. Once it is saved, it can be used to open the Interview once again, through the integration between Oracle Policy Automation and Siebel Innovation Pack 16, and the session can be resumed. Obviously this has a great advantage of being simpler than trying to save all the data you have into Siebel Business Components, especially given that the Interview might not be complete yet.

So you can think of checkpoints, and their two operations SetCheckpoint and GetCheckpoint, as sort of temporary saves. When you save the checkpoint you do so with an identifier (so, an id as in previous operations). But the process of SetCheckpoint and GetCheckpoint is completely separate from Load and Save : they are two different mechanisms to handle two different business needs.

Here is a screenshot of what it looks like residing in a Siebel Table, which you will learn more about in the videos and presentation:

Oracle Policy Automation and Siebel Innovation Pack 16 - Checkpoints

The use of the Siebel Row Id means that it is relatively simple to create an Applet that sits on top of the Business Component, because you might use it as a Child Applet with the Obj Id Val as your key to finding stored sessions for your Customer or whatever it is.

The usage of these stored sessions requires a slightly modified URL to open the Interview, which you will learn about in the videos as well. In both cases (starting or resuming an Interview) a Symbolic URL, or a JavaScript embed, will be enough to call the Interview from the Siebel side.

From the Design perspective, implementing Checkpoints in your Screens is very simple, assuming you have selected a Connection that supports them. For example, the screenshot below illustrates the options available when designing the Interview. Note how you can select the relevant Screens or all of them. Selecting all Screens ensures that the Base64 string is pushed to the storage table after each Screen.

OPA 12 - Oracle Policy Automation and Siebel Innovation Pack 16 Checkpoints 2

Now that you have the details of this new part of the Oracle Policy Automation and Siebel Innovation Pack 16 integration, here are the videos to help you go further, and the links to the other parts of the series.

In this topic, learn about the two optional (but very useful methods) called Get and SetCheckPoint. This presentation explains the prerequisites and pitfalls.

Presentation

In this topic, learn how to implement these methods in Siebel, build them into your Oracle Policy Automation Project and how to test and verify their functionality.

Implementation

Links to Oracle Policy Automation and Siebel Innovation Pack 16 Series

Next…

In the next part of this series we will look at other Services available to Siebel developers in Oracle Policy Automation and Siebel Innovation Pack 16.

Oracle Policy Automation and Siebel Innovation Pack 16 #4

Oracle Policy Automation and Siebel Innovation Pack 16 #4

Welcome back to part four of our ongoing series about Oracle Policy Automation and Siebel Innovation Pack 16 . This post continues with the setup and testing that began three posts ago. For reference here are the links to the previous parts of the series:

Oracle Policy Automation and Siebel Innovation Pack 16 Load and SaveThis particular article continues working on the core data transfer operations, namely Load and Save. I also have a tendency to call the Save operation Submit, because it reminds me that not only must the request be submitted to Siebel to save any mapped out data, but a response needs to be sent back from Siebel to Oracle Policy Automation to, for example, display a message in Oracle Policy Automation confirming that the save was a success (or whatever).

This need for a two step approach (Save in Siebel and Respond to Oracle Policy Automation) means your Workflow Process is likely to have both typical Siebel Operations to update the database but also typical transformation and response creation like the previous operations.

The example Workflow Process for Save will require, therefore, quite a bit of work before it is fully functional. In the video I try to highlight this, but it is worthwhile mentioning the key issues again here:

  • You will need to extract any data from the hierarchy sent to your by Oracle Policy Automation
  • You might well need to use scripting if the hierarchy you receive has multiple entity instances (for example, the Oracle Policy Automation Project infers multiple vehicles and you want to save each of them in Siebel).
  • You will need to make sure that you create a Response that updates one of the input mapped, load after submit attributes to show it in the Interview.

In this video which follows on from the previous set of SOAP UI tests, build and troubleshoot your Save operation with Siebel CRM to check for errors. There are lots of places where you will need to put in a bit of work on the example Workflow Processes (since they do not actually save much at all) and more complex (and therefore more interesting) business requirements may require a Business Service approach, namely to iterate through multiple instances of data returned to Siebel.

Whilst the videos cannot give you all the details, they definitely will put you in the right direction!

Oracle Policy Automation and Siebel Innovation Pack 16 Load and Save Testing in Siebel

Remember you can find the White Paper and associated files  (at time of writing) at this Oracle Website location.

Next…

In the next part of this series, we look at two supplementary operations, GetCheckpoint and SetCheckpoint : whilst a Connection does not have to support these operations, if you plan on allowing users to stop and resume their interview before it is finished then you definitely need these operations. See you next time!

 

Oracle Policy Automation and Siebel Innovation Pack 16 #3

Oracle Policy Automation and Siebel Innovation Pack 16 #3

This the third post in this Oracle Policy Automation and Siebel Innovation Pack 16 series, following on from the first two which dealt with the “design time” or “metadata” related operations CheckAlive and GetMetadata. If you want to catch up here are the links to the previous parts.

Oracle Policy Automation and Siebel Innovation Pack 16 Workflow ProcessBoth of those operations are fundamental to allowing the Oracle Policy Automation Hub to understand the availability of your data source and the structure thereof.  Once they are operational, there are two main things to take into account. Firstly, the pattern of Workflow Process plus Inbound Web Service Operation is one that is maintained in every case, no matter what set of data you are retrieving. Secondly, the next stages of the Connection setup are common to many Siebel Integrations but there will be Oracle Policy Automation specifics : in the Load and Save operations you will handle getting data from Siebel to and Oracle Policy Automation Rulebase, and then returning any output to Siebel.

As in the previous cases the Oracle White Paper provides, in the associated Zip file, Workflow Processes and other objects that will be needed. As before, according to your business requirement and technical setup, you will need to edit those Objects in Siebel Tools and make further objects. Changes can be frustrating as you are likely going to be searching the Repository for variable names, or Object references, and sometimes you miss one or two.

In the examples shown in the video presentations and walk-through I have deliberately kept this Oracle Policy Automation and Siebel Innovation Pack 16 overview as simple as possible, for example by eliminating the processing of attachments, and by concentrating on the key steps in the Workflow Processes. So for today we will look at the Load operation. Because this operation will require testing, this post will look at setup and SOAP UI, and the following post will take that a step further and look at testing it with real Siebel data.

The Save (a.k.a Submit) operation is necessarily the most complex operation, dealing with the saving of data in Siebel but also the response back to Oracle Policy Automation – which means taking a request to deal with a response and responding with what feels like a request!

 

Oracle Policy Automation and Siebel Innovation Pack 16 Load And Submit Presentation

Oracle Policy Automation and Siebel Innovation Pack 16  Load and Submit Testing in SOAP UI

Testing

In this topic, take your first steps to testing your Load and Submit in the SOAP UI utility.

 

Oracle Policy Automation and Siebel Innovation Pack 16 #2

Oracle Policy Automation and Siebel Innovation Pack 16 #2

Oracle Policy Automation and Siebel Innovation Pack 16 #2

Oracle Policy Automation and Siebel Innovation Pack 16 - Hub ConnectionFollowing on from the first post about Oracle Policy Automation and Siebel Innovation Pack 16 a few days ago, this post continues with a series of (hopefully) useful videos about the next steps. Last time, you had just built your Connection in the Oracle Policy Automation Hub and had checked to see if the green light came  on. In the video sequence today, you will test both of the design time methods (CheckAlive and GetMetadata) in your SOAP UI testing tool to ensure that you get something like the correct response.

Testing in SOAP UI can be very frustrating at first. You take the time to download the WSDL from Siebel Enterprise and import it into SOAP UI, fully expecting to work with it immediately. But there are a few traps. Firstly, the need to (unless you have switched off the requirement in the Oracle Policy Automation Hub, which would be very unwise in most circumstances) add wsse tags to the Header and provide a user name and password. Secondly, you may (probably) need to remove some extraneous tags on the SOAP Request, and finally if your Siebel environment is not up and running and the relevant Workflow Processes are not active, you won’t get much in the way of feedback :).

Presentation

In this brief overview, we talk about the different big-picture steps to set up communication and how to go about it.

Setting Up a Connection for Oracle Policy Automation and Siebel Innovation Pack 16

In this part you walk through the practical steps to build a Connection, add or import the different Workflow Processes and Inbound Web Services to implement the first two operations and get ready to test them.

Build CheckAlive and GetMetaData Operations

This video walks through the technical steps in Oracle Policy Automation, Siebel CRM and SOAP UI to build these two operations according to the White Paper.

Next…

In the next few days, the Load and Submit operations, the core of the integration, will be worked through and examined in Siebel and Oracle Policy Automation terms.

Oracle Policy Automation & Siebel #1

Oracle Policy Automation and Siebel Innovation Pack 16 #1

Oracle Policy Automation and Siebel Innovation Pack 16 : Tutorial Part OneFor some considerable time now, the good people at Oracle have made available a White Paper describing an alternative integration to Oracle Policy Automation and Innovation Pack 16 integration (as opposed to the Siebel Innovation Pack 15 approach involving a good deal of HTML and so forth, and not supporting some of the new screen layout features and dynamic elements of Oracle Policy Automation).

The white paper is clear enough on the concepts, and some of the screenshots are excellent 😉 but I am often asked about the details of the setup and implementation. In fact it is something I have to do quite often anyway. So I thought I would publish here some content that shows how Oracle Policy Automation and Innovation Pack 16 can work together.

This content is obviously a mixture of technical and functional, and by definition quite “Siebel-oriented” but I figured it would be of interest here as well, since we all might find ourselves in projects where the two behemoths meet. And I suppose that even someone who just wants to figure out how Oracle Policy Automation connects to “something” might find it interesting as well.

A word of warning : these videos were recorded “live” without editing – or at least without much editing – so there are “troubleshooting” sequences where I do something wrong and then go off and fix it : I figure that keeping that stuff in makes for a bit of “reality TV” so you can maybe gain time yourselves when you get into similar problems. Oracle Policy Automation and Siebel Innovation Pack 16 integration sometimes takes a bit of getting used to.

Finally, in case you were wondering, this is also the foundation for the Oracle Policy Automation and Siebel 16 Workshop that I run from time to time. So, to keep the post from becoming too long, I am going to publish this in several parts. The first part (this post) looks at the various options, the different functional scenarios and the technical approaches that we might encounter in Oracle Policy Automation and Siebel 16 environments. The next post will continue the process.

Welcome to the Videos

What will you need : an Introduction and some Prerequisites

Getting Oracle Policy Automation and Siebel 16 Connected : Part One – Design Time

Next…

In the next post in a couple of days, you will continue to learn about the Connection and test the first two operations using SOAP UI, before you move on to the core of the integration.

Calling all Siebel and Intelligent Advisor folks

You are probably aware of this event already but I decided to promote it here on this site in case you had not come across it. A new virtual event held at the end of July 2020 called Oracle Dynamic Siebel Data Capture with Intelligent Advisor aims to help people understand how Siebel and Intelligent Advisor can really work together to assist in the capture of dynamic data for the CRM system. The virtual event is in two parts, in the first part it will look at the functional aspects of the integration and the second part will investigate the technical aspects of Siebel and Intelligent Advisor communicating successfully.

Having been on several projects where Intelligent Advisor is connected to and depends upon Oracle Siebel CRM for data to load into Interviews, or Web Services that provide Siebel with the power of Intelligent Advisor, I can recommend this virtual event to anyone in the field.

I can say that this virtual event is going to be a very useful overview for anyone who is thinking of connecting them or who wants to prepare for an upcoming project. We’ve often touched on this topic here on this website too.

Siebel and Intelligent Advisor

The functional part of the virtual event will be extremely interesting to learn about use cases and how user needs can be met with this integration. So don’t miss your chance to enrol and get the lowdown on this integration. It can revolutionize how Siebel embeds itself into the wider enterprise.

See you there : enrol using this link : Enrol Now for Oracle Dynamic Siebel Data Capture with Intelligent Advisor Virtual Event 29 July 2020. This is a good opportunity to connect with other Siebel and Intelligent Advisor folks and spread your network a little wider. Remember that there are regular events published on the Oracle Events website, and you can search by keyword as well. Find their Events Page over on their site at this address : https://www.oracle.com/search/events.

Deployment REST API : Uploading Zip Files #2

Deployment REST API : Uploading Zip Files #2

Following on from the previous post, we are now in a position to begin putting together the different elements and actually working out how to use the Deployment REST API to upload a Zip File programatically. As I have said on many occasions I’m most definitely not a coder, but I like to explore and often it helps me in my day job : if I can piece together a plan and show that it works, other more intelligent people can get behind it. All of that means that any code I share (and you are welcome to post a comment and I will forward it to you) is strictly for entertainment and educational purposes only.

Back to our challenge, and here is our strategy.

  1. Ask the user for a Zip File
  2. Base64 encode the Zip File
  3. Use the Authentication mechanism from last time, log the user in to the Oracle Policy Automation Hub
  4. POST the request
  5. Observe the Response in the Oracle Policy Automation Hub and in our code
  6. Debug any issues

Building the Solution

The only thing to remember is that you need a snapshot file from the Deployment page, but even I know how to display a Windows Dialog and grab the file name.

OPA Hub - Deployment REST API Get File

2. Base64 encode the Zip File, as we mentioned in the previous post.

3. Use the authentication mechanism as we did in the original post. If you are struggling with the concepts behind it, read the section about debugging further on in this article.

4. POST the Request. Nothing much to see here, except the need to instantiate all the different elements of your Visual Basic Class before you serialize the whole thing into JSON. In the image below, I’m using the Classes generated in JSONUtils and building my structure before serializing it into JSON.

OPA Hub - Dep;loyment REST API example code

The actual POST comes from the Stack Exchange code I linked to in the previous article, with a few minor modifications.

OPA Hub - Deployment REST API POST Request

5. Observing the response is pretty easy, since you should now have a new Deployment in your Oracle Policy Automation Hub. Can you guess which ones in the screenshot below came from my code?

OPA Hub - Deployment REST API Result

6. Debugging

Of course, this is going to be the place where you might spend a lot of time. And of course, the Visual Studio debugger is your friend. But part of the challenge is the lack of detail. For example, it’s good to know you have a 409 Error, or a 400 Error. But what the heck does it mean. This is where your toolset will come in very handy.

a. Use SOAP UI

SOAP UI can be used to make and debug REST API calls. The process is a little different to the SOAP calls of the past, and it is important to note that you will need to create an Authentication Profile with your Oracle Policy Automation integration user account, and check that you have a valid token before you begin. If you are new to this, the OPA Hub Website has some good news for you. In our series of articles about Web Services and integrating with other applications, we videoed a typical scenario of using SOAP UI for deployment REST API calls. Scroll down to the video labelled “REST API Services”.

b. Grab your base64

Using your Visual Studio debugger and the variable content viewer for example, grab the encoded Zip File from your session:

OPA Hub - Deployment REST API VB Debug 1

Then paste it into a REST request in SOAP UI that has a valid token, and observe the response. Way more useful and a good guide to coding your error handling in Visual Studio.

OPA Hub - Deployment REST API SOAP UI Debug 1

So what about a self-congratulatory video to finish. If you want the code, just leave a comment and I will happily provide it to you.

Siebel CRM for OPA Developers

Siebel CRM for OPA Developers

Siebel CRM for OPA Developers

Siebel CRM for OPA Developers Background:

This four day workshop introduces Oracle Policy Automation rule developers and other project team members to the Oracle Siebel CRM platform. Given that Siebel CRM is the leading COTS Customer Relationship Management product used in Public Sector, Insurance and Financial Services and that many customers have invested years of expertise in their Siebel CRM platform, there is a high probability that an Oracle Policy Automation professional will work with and integrate into Oracle Siebel CRM at some point. The goal of this workshop is to provide enough exposure to the technical, logical and functional architecture of Oracle Siebel CRM to facilitate understanding how integration occurs with Oracle Policy Automation.

Prerequisites:

A knowledge of the Oracle Policy Automation Hub and the basic principles of Oracle Policy Modelling are required.

Environment:

The target environments for this seminar are Siebel Innovation Pack 16, 17 or 18 and Oracle Policy Automation 12.2.x.

Day One:

  1. Siebel CRM Overview
  2. Siebel CRM Product Family and Common Archictecture
  3. Siebel CRM IP 17 and 18 Architecture Evolution
  4. Siebel CRM Navigation and Ergonomics with Siebel Open UI
  5. Siebel CRM Logical Layers (Data, Business, User Interface) Components
  6. Siebel CRM Integration Logical Layers (Data, Business, User Interface) Components
  7. Siebel CRM Administration for Oracle Policy Automation developers

Day Two:

  1. Siebel CRM Configuration Concepts
  2. Siebel CRM Configuration Strategy
  3. Siebel CRM Business Layer Configuration
  4. Siebel CRM User Interface Layer Configuration
  5. Siebel CRM Integration Layer Configuration
  6. Siebel CRM Web Services
  7. Siebel CRM Workflow Processes

Day Three:

  1. Setting Up for Oracle Policy Automation Integration
  2. Working on the Connection Object
  3. Building a Load Connection and Testing
  4. Implementing Load in Siebel CRM
  5. Building a Submit Connection and Testing
  6. Implementing Submit with Siebel CRM

Day Four:

  1. Implementing and Testing SetCheckPoint and GetCheckPoint
  2. Answer and Assess Web Services, REST Services
  3. Implementing IFRAME or JavaScript Integration
  4. Debugging and Error Tracing
  5. Conclusions

Option: A day of consulting to review specific scenarios and requirements

The course materials provided are copies of all slides used, plus recorded videos of all technical content in streaming format.

Oracle Policy Automation and Siebel CRM Integration Training Calendar:

For more information, contact the OPA Hub Website, or our parent company On Demand Education LtdCette formation est également disponible en français.

See Also

Siebel Case Management Training

Oracle Policy Automation and Siebel CRM Integration Training

Oracle Policy Automation JavaScript Extensions Training

Oracle Policy Automation Workshop Training

More about our Oracle Policy Automation Training

Oracle Policy Automation and Siebel CRM Integration Training

Oracle Policy Automation and Siebel CRM Integration Training

Oracle Policy Automation and Siebel CRM Integration Training Background:

This one day seminar or web seminar is designed to provide Oracle Siebel CRM and Oracle Policy Automation technical and techno-functional personnel with the high and low level view of the integration between the two applications.

Prerequisites:

The seminar requires a working knowledge of typical Siebel configuration tasks and a basic knowledge of the Siebel CRM architecture in respect of integration (Integration Objects, Web Services). A knowledge of the Intelligent Advisor Hub and the basic principles of Oracle Policy Modelling are also required.

Environment:

The target environments for this seminar are Siebel Innovation Pack 16 and Oracle Policy Automation 12.2.x. In addition, some overview content discusses the Oracle Policy Automation 10.x integration and the Siebel Innovation Pack 15 integration. Some overview content works with Oracle Policy Automation REST API introduced in 2017.

Content:

  1. Introduction
  2. Prerequisites and Setting Up for the White Paper
  3. Working on the Metadata Connection
  4. Building a Load Connection and Testing it in SOAP UI
  5. Implementing Load in Siebel
  6. Building a Submit Connection and Testing it in SOAP UI
  7. Implementing Submit with Siebel
  8. Implementing and Testing SetCheckPoint and GetCheckPoint
  9. Answer and Assess Web Services, REST Services
  10. Conclusions

The course materials provided are copies of all slides used, plus recorded videos of all technical content in streaming format.

Oracle Policy Automation and Siebel CRM Integration Training Calendar:

For more information, contact the OPA Hub Website, or our parent company On Demand Education Ltd. Cette formation est également disponible en français.

See Also

Oracle Policy Automation Workshop Training

Siebel Case Management Training

Oracle Policy Automation JavaScript Extensions Training

Siebel CRM for OPA Developers Training

More about our Oracle Policy Automation Training

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