Category: Getting Started with Oracle Service Cloud

Oracle Policy Automation / Siebel : Live Classes in Toronto in February

Oracle Policy Automation / Siebel : Live Classes in Toronto in February

Oracle Policy Automation / Siebel : Live Classes in Toronto in February Update : thank you so much for giving me the opportunity to return to Toronto and deliver Oracle Policy Automation training. It was tremendous fun and I hope everyone had a good time. [16/2/18]

I wanted to tell you about the following events that I am hoping to run as in-class sessions in Toronto. Our friends at DesTech Toronto are hosting the following training events in February. I’ll be delivering them both so I would be very happy to see my Canadian colleagues and friends for these training sessions. Here are the details of the Oracle Policy Automation / Siebel : Live Classes in Toronto in February 2018:

Both of these need just a few more enrolments to confirm they will happen. I figure that a live class with a live instructor will be more effective for OPA customers and colleagues, as opposed to a virtual class. I’m happy to chat about OPA, OSVC, Siebel or anything else (ERP, AI, Bots 🙂 )

If you would like to enrol anyone on these courses, please let Patrice Brown pbrown@destech.com know urgently. I’m counting on you to spread the word!

PS : Every student will get a free copy of my Getting Started with Oracle Policy Automation [2018 Edition] with my compliments. That’s a CAD 65 gift for each attendee.

Whats New in Oracle Policy Automation November 2017 #1

Whats New in Oracle Policy Automation November 2017 #1

With the regularity of a Swiss watch, the Oracle Policy Automation team have released the latest and greatest version of their flagship natural language business rules and automated decision tool : and as usual it is packed with lots of new things for us to get excited about. Here are just a few of the key points that are in the list this time, along with some examples. Let’s look at whats new in Oracle Policy Automation November 2017, this is part one of a multi-part post.

Load During an Interview (conditionally)

One of the commonest requirements that seems to show up regularly is the need to load, for example, reference data during an interview. And for Public Cloud users, the ability to do just that is now built into the Service Cloud Connection. Let’s look at a very simple example. Suppose that you want to load some product information, depending on some criteria such as the dates of the last few purchases. What you absolutely don’t want to do is load the entire product hierarchy. Just the parts you want relative to your customer scenario : perhaps a customer logging in to the portal.

If you look carefully at the attached image above, you will notice that there is now, on the left hand side, the possibility to add a “New Unrelated Mapping”. I have already added one, based on Product. I can select an unrelated object from Service Cloud and map it into my Oracle Policy Automation November 2017 Project. Although this is delivered as out of the box functionality for the Oracle Policy Automation Cloud Service, it is in theory possible to deliver the same functionality for any Connection, provided you use the newest WSDL (which is referenced here in the documentation).

Filtering the Data Load

Furthermore, the data load can include the equivalent of an SQL where clause. In the Entity Properties, you now have access to a filtering feature.

The filter can use any field from the underlying table, even if it is not mapped inbound in Oracle Policy Modelling in your Project. The syntax is similar to the natural language of OPA. Notice also, you can limit the number of records retrieved.

This is a very exciting feature that has been requested for a long time. Outside of Service Cloud, Siebel CRM for example with it’s incredibly rich data model, this allows for considerable optimisation of data transfer to Oracle Policy Automation. In the next post in this series we will see some new functions relating to default values, which are going to be a terrific time saver!

Getting Started with Oracle Service Cloud Second Edition

Getting Started with Oracle Service Cloud Second Edition

The second edition is here! Helped by some comments from the community (see this conversation in the comments of a previous post), I am very pleased to announce the availability of the second edition of Getting Started with Oracle Service Cloud. A couple of new chapters have been added, and best of all, over fifty exam-style questions have been added to help you prepare for an exam, or an interview or any sort of challenge you might be facing. The answers are available on the publisher’s website (P8 Tech).

The exam layout is as follows, and the Getting Started with Oracle Service Cloud Second Edition chapters are shown alongside for reference purposes. We are going to be adding another 40 or so questions to our online Quiz section, to round out the whole experience.

The book is available now in both paper and electronic formats, from a variety of online and physical vendors. Just go to the publisher’s website and find the easiest way for you to get hold of it.

Here is the list of topics from the Oracle Service Cloud Implementation Essentials exam, and the relevant chapters.

Exam Topic Book Chapter & Comments
Create and implement Workspaces Chapter 4
Create and implement Navigation Sets Chapter 5
Create Customizable Menus Chapter 4
Create Agent Workflows Chapter 11
Create Agent scripts within the Scripts Explorer Chapter 12
Create Profiles Chapter 5
Create Staff Accounts Chapter 4
Describe Password configurations and their functions Chapter 3 and elsewhere
Describe typical answer management components and usage Chapter 9
Manage Search Priority Words Chapter 15
Create and manage Word List Files and the Dictionary Chapter 15
Create and manage Access Levels Chapter 4 & 5
Describe Custom Fields and their usage Chapter 18
Create Business Rules Chapter 10
Explain Standard Text and its application Chapter 8
Explain Service Variables and their application Chapter 6
Create and manage Service Level Agreements Chapter 10
Configure Cloud Monitor Not Service Cloud-specific
Configure Custom Objects Chapter 18
Describe incident management Chapter 8
Manage Message Bases Chapter 3
Manage the System Configuration settings Many Chapters
Explain Mailboxes and their usage Chapter 14
Configure Message Templates and System Interface configurations Chapter 14, Chapter 16
Explain Product, Category, and Disposition usage Chapter 8
Create and manage Guided Assistance and its application Chapter 13
Explain the File Menu and CX options features and their usage Chapter 2
Create and configure Custom Reports Chapter 17
Create and manage Scheduled Reports Chapter 17
Create and manage Surveys and Mailings Chapter 14
Create and manage Chat configurations and rules Chapter 16
Create and manage Co-Browse configurations Chapter 7
Customize and manage Templates, Pages, and Themes Chapter 6, Chapter 7
Describe Customer Portal deployment protocols Chapter 6
Customize and manage Tags, Widgets, and Assets Chapter 6

 

Introducing Oracle’s intelligent Bots

Introducing Oracle’s intelligent Bots

One of the most interesting sessions that I attended on the first day of Oracle OpenWorld 2017 was, as the title of this post suggests, the introduction to the oBot platform. It’s true that businesses are foaming at the mouth in excitement, anticipating the costs they can cut from next leap “forward”, namely the AI revolution –  which according to various sources will replace all the other channels to become the most common interaction for consumers on the internet, and intelligent bots are part of this “revolution”.

The work that Oracle has done is immensely impressive, since they have really created a process agnostic platform and associated mechanics to let designers build bots without worrying about how it is all working together. Think of it as a set of tools to :

  • build a list of intents (what do people want to achieve )
  • Build the entities
  • Test them with simple Excel inputs
  • Model flows using a very sophisticated State machine
  • Define multiple channels like web, Facebook, iOS and so on for your bots
  • Handle the integration with the transactional systems on the back end

Thus you create a Bot and use it across multiple channels. Critical to a successfully deployed Bot is of course the testing, and the demonstrated testing harness was quite impressive. It also appears that a lot of work has been done to innovate in this space. Whilst most of the demonstrations were clearly early versions, the basic components of the platform appeared to be in place. Some of the mechanics and editing tools were actually part of the Oracle Mobile Cloud service and development tools

Naturally enough this is potentially a really interesting intersect between my two worlds : CX and OPA. There are some fascinating avenues in there. Early days but watch this space. Hopefully there will be the option to test this out on the free trials on the Oracle Cloud.

Bots in OOW17Bots in OOW17 Slide 2Bots in OOW17 Slide 3Bots in OOW17 Slide 3Bots in OOW17 Slide 4Bots in OOW17 Slide 5

Getting Started with Oracle Service Cloud

Getting Started with Oracle Service Cloud

Getting Started with Oracle Service CloudA question from the bag of “virtual mail” that gets delivered here every day (even on Sunday). E.D writes to us from Penn State with a question that is on quite a lot of people’s minds. Can the book Getting Started with Oracle Service Cloud get you certified? Or, to be fair, this is the question exactly as it was asked :

“I’m wondering if your new book for Oracle Service Cloud is enough knowledge to pass Oracle’s certification exam? I’m an ex-Oracle employee with 20+ years of Service experience, but never had the opportunity to get the service certifications. And I can’t afford $5k to buy the online training subscription. Any advice you might have is appreciated!”

Now it won’t come as a great surprise that I am not going to straightaway jump in and say “Yes of course!“. After all, I didn’t write the book to serve as a certification tool. In fact, I write that in the preface of all my books to make sure that people don’t think I am offering a sort of magic shortcut.

It’s probably better to answer this in a practical way. Here are the subjects of the OSvC Implementation Essentials certification examination, with, alongside, relevant chapters of the Getting Started with Oracle Service Cloud book, and some comments from me.

I hope this helps. You should however bear in mind that the Exam does ask very detailed questions, so it is a pre-requisite to have had a fair amount of hands-on experience. Just reading the book would not be enough.

Exam Topic Book Chapter & Comments
Create and implement Workspaces Chapter 4
Create and implement Navigation Sets Chapter 5
Create Customizable Menus Chapter 4
Create Agent Workflows Chapter 11
Create Agent scripts within the Scripts Explorer Chapter 12
Create Profiles Chapter 5
Create Staff Accounts Chapter 4
Describe Password configurations and their functions Chapter 3 and probably somewhere else
Describe typical answer management components and usage Chapter 9
Manage Search Priority Words Chapter 15
Create and manage Word List Files and the Dictionary Chapter 15
Create and manage Access Levels Chapter 4 & 5
Describe Custom Fields and their usage Was planned for another release.
Create Business Rules Chapter 10
Explain Standard Text and its application Chapter 8
Explain Service Variables and their application Chapter 6
Create and manage Service Level Agreements Chapter 10
Configure Cloud Monitor Was planned for another release.
Configure Custom Objects Was planned for another release.
Describe incident management Chapter 8
Manage Message Bases Chapter 3
Manage the System Configuration settings Kind of everywhere
Explain Mailboxes and their usage Chapter 14
Configure Message Templates and System Interface configurations Chapter 14, Chapter 16
Explain Product, Category, and Disposition usage Chapter 8
Create and manage Guided Assistance and its application Chapter 13
Explain the File Menu and CX options features and their usage Chapter 2
Create and configure Custom Reports  

Was planned for another release.

Create and manage Scheduled Reports Chapter 17
Create and manage Surveys and Mailings Chapter 14
Create and manage Chat configurations and rules Chapter 16
Create and manage Co-Browse configurations Chapter 7
Customize and manage Templates, Pages, and Themes Chapter 6, Chapter 7
Describe Customer Portal deployment protocols Chapter 6
Customize and manage Tags, Widgets, and Assets Chapter 6

 

General Session: Next Generation of Customer Service [GEN1048]

General Session: Next Generation of Customer Service [GEN1048]

Awesome general session looking at the evolution of customer service, the evolution of humans (have you seen how kids use technology today?) and the evolution of channels.

The key theme was organic, knowledge driven customer service. There is so much out there but the next challenge will be to unify all the data, predict and automate decisions, and finally unlocking that tribal knowledge that we can call yelp, TripAdvisor and the masses of other human-driven sites in the data Cloud. What about all those power users out there : in fact most of us would say we are power users of the software we work with.

The demonstration with BeachBody and Directly was a fantastic example of this new concept of being able to systematically leverage the knowledge of the community.

The demonstration was in real time and showed the power of real-time  interaction with experts in the community. In the screenshot below you can see the key points. Chat (right hand side) within the customer portal (centre) handing off to the experts in the community, the expert (left hand side) getting pulled in to the chat with the customer, with Oracle Service Cloud remaining the system of record.

The second major element was , of course, the Internet of Things. For the first time I actually heard someone correctly describe what IOT really feels like today (suggestion, search for cheezoid on YouTube).

Laughs aside this was an AWESOME demonstration of how Contact Center, Policy Automation, Thingworks IOT, Knowledge articles, Commerce Cloud, Field Service all came together in a demo of automated service.

Then came the pièce de résistance : Pepper hooked up to all those components and actually automate the final pieces of the flow.

Virtual assistant, policy automation, commerce Cloud and marketing Cloud all fused together. Awesome demonstrations and a great light-hearted presentation team – but key concepts for any forward thinking company.

 

 

Get the Most Out of Modern Customer Experience in Las Vegas 2017

Get the Most Out of Modern Customer Experience in Las Vegas 2017

The OPA Hub is going to Las Vegas this year to report on the many different Oracle Service Cloud and Oracle Policy Automation presentations and breakout sessions. We should have enough time to at least blog about a few of them in real-time, or if not just with a few hours of delay so that our European visitors can maybe read them before going to bed.

I have decided to attend the conference in two parts. In the first part of Modern Customer Experience I will be attending some of the training events around Oracle Service Cloud :

  • Ignite Your Agents – a Kickstart to Automating Your Desktop
  • Customer Portal for Non-Developers – Sponsored by Helix

I will be sure to give some feedback/ share and titbits I glean on those two sessions. There are lots of presentations and breakouts at Modern Customer Experience that will be of interest, I have added them to the OPA Hub Calendar for reference and list the main ones that we will attempt to report on here:

There are no upcoming events at this time.

Guest Post : Using Oracle Policy Automation Public Cloud with Oracle Service Cloud (RightNow): Part 4

We are continuing our Lazy Expert series of posts, with an explanation of how Oracle Policy Automation Public Cloud, and the rulebases deployed there, can be used within the Oracle Service Cloud application. In case you have missed out on the original post of this series, you can find it here . With the right Nudge, our Lazy Expert is not so lazy after all.

Part 1  looked at exploring, deploying and verifying the “RightNowSimple” rulebase to work with the Service Cloud Connection. The rulebase was launched directly using the Interview Session URL.

Part 2  looked at embedding this Interview into the Consumer Portal of Service Cloud so that anonymous visitors to the portal can use this same interview in self-service mode. This is accomplished by publishing an “Answer” in the knowledgebase, with the Interview Session URL embedded in an IFRAME, to the Consumer Portal. Optionally you can add some logic to your PHP and conditionally display the Interview.

Part 3 looked at embedding another sample Oracle Policy Automation Rulebase into the Service Cloud Consumer Portal so that “known” (logged-in) contacts can use the Interview Session for an appropriate determination to be provided by the Oracle Policy Automation rulebase. The Interview session will be launched in the context of a known user/contact and hence it is possible to pre-seed the Interview with the data from Service Cloud and, once the determination is completed in Oracle Policy Automation, save the data back into Service Cloud using the Service Cloud Connector.

This article will look at embedding the same Oracle Policy Automation interview that we saw in Part 3, StudentBenefits, and how this can be invoked from within the Agent Desktop. This is an example of using Oracle Policy Automation Cloud for providing assisted services to customers, by Agents, through the Agent Desktop UI.

Pre-requisites:

  • The StudentBenefits sample Rulebase is deployed and the Service Cloud Connector is verified to be working as advertised.
  • Most of the configuration is performed in the Agent Desktop and hence an appropriate credential with sufficient permissions in the Service Cloud is also needed.

Create a Custom Workspace (UI) in Service Cloud, for the Contact record

  1. If you do not already have a custom Workspace in Service Cloud, for the Contact record, you should create one from Configuration -> Application Appearance -> Workspaces / Workflows

In our example, we create a custom workspace named “CustomContact” using the steps listed below.

  • Copy the Standard Contact Workspace as CustomContact into the Custom Folder.
  • Open this new CustomContact Workspace and add a new tab labelled “Student Benefits”

  • Drag and Drop the “OPA” control onto this new tab and specify the control properties that point to the deployed StudentBenefits rulebase, the chosen locale for the UI and the refresh behavior.

  • You should then configure the control, setting the Policy Model, Locale and the Refresh behavior, so that when a new record is created and saved in the Agent Desktop, the Interview shows correctly. When you have done that, save the Custom Workspace.

Assign the new CustomContact Workspace to a relevant user assignable Profile (if required)

If you added the Oracle Policy Automation Control to a new Workspace, then you will need to assign it to somebody, so that you can test it. If you added it to an existing Workspace you can skip this step and proceed to verify the results.

  • Open the “Profile” which should provide access to our CustomContact workspace, from Configuration -> Staff Management -> Profiles, and assign the new Workspace to the Contact record by clicking the Magnifying Glass icon to display the popup window.

Verify the results in Oracle Service Cloud Agent Desktop UI

  1. Login to the Agent Desktop as a user who is assigned the above Profile.
  2. Search / Navigate to a known Contact record and navigate to the Student Benefits sub-tab that you added

You can now work through the Oracle Policy Automation wizard and examine the results in the Service Cloud database.

This explains how the benefits of an Oracle Policy Automation rulebase and the designed Interview sessions can be made available for known Contacts / Users using the Service Cloud Agent Desktop.

This article also concludes my 4 part series of using Oracle Policy Automation Cloud and the provided Service Cloud Connector.

I’ll be starting a new series of articles soon. In the meantime, any comments and/or suggestions on improving these articles are most welcome…

Guest Post : Using Oracle Policy Automation Public Cloud with Oracle Service Cloud : Part 3

Using Oracle Policy Automation Public Cloud with Oracle Service Cloud (RightNow): Part 3

We are continuing our Lazy Expert series of posts, with an explanation of how OPA Public Cloud, and the rulebases deployed there, can be used within the Oracle Service Cloud application. In case you have missed out on our first part of this series, you can find it here. With the right nudge, our Lazy Expert is not so lazy after all.

Part 1  looked at exploring, deploying and verifying the “RightNowSimple” rulebase to work with the Service Cloud Connection. The rulebase was launched directly using the Interview Session URL.

Part 2  looked at embedding this Interview into the Consumer Portal of Service Cloud so that anonymous visitors to the portal can use this same interview in self-service mode. This is accomplished by publishing an “Answer”, with Interview Session URL embedded in an IFRAME, to the Consumer Portal.

This post will look into embedding another sample OPA Rulebase into the Service Cloud Consumer Portal so that “known” (read logged-in) contacts can use the Interview Session for an appropriate determination to be provided by the OPA Rulebase. The Interview session will be launched in the context of a known user/contact and hence it is possible to pre-seed the Interview with the data from Service Cloud and, once the determination is completed in OPA, save the data back into Service Cloud using the Service Cloud Connector.

Pre-requisites:

  1. Steps in Part 1 are completed and the Service Cloud Connector is verified to be working fine.
  2. Explore / Deploy / Activate the “StudentBenefits” sample Rulebase into the OPA Cloud Policy Hub and obtain the Interview Session launch URL. Be sure to specify the correct Oracle Service Cloud connection to be used by this Rulebase.

Oracle Service Cloud and Oracle Policy Automation

Do remember to explore the mapped-in and mapped-out attributes in the Data Model used by this Rulebase.

Oracle Service Cloud and Oracle Policy Automation

After you have deployed the Rulebase to your OPA Hub, don’t forget to note the URL.

 

Oracle Service Cloud and Oracle Policy Automation

Retrieve the Shared Secret used with the Service Cloud Connection

  1. The shared secret can be obtained from the Service Cloud Connection administration page. This is used for the purposes of encrypting the URL parameter “user”, as it is launched from within the Service Cloud Consumer Portal. If necessary, a new shared secret can be generated from within this admin page itself.

Deploy and configure the sample OPA Widget to Service Cloud

1. The relevant artifacts (for OPA Cloud Nov 2016 Release) and the detailed instructions for installation can be found on the official documentation website.

2. Download and Save the file Oracle_Policy_Automation_Cloud_Examples_Nov2016.zip and Unzip or extract the contents of the file to a local folder. Bear in mind that both of these URLs will probably evolve over time.

3. Verify and, if required, enable MOD_CP_DEVELOPMENT_ENABLED configuration setting for your Service Cloud Instance. This setting is most likely configured by the Oracle team, during the provisioning of your connected OPA Cloud Instance. If necessary, enable this setting under Configuration > Site Configuration -> Configuration Settings and changing the key value to “Yes”. This will enable you to work with the next steps of configuration within the Customer Portal.

4. Upload the required files to your Oracle Service Cloud instance using any WebDAV client, using the following sequence of steps. Tools you can user for this step include Cyberduck V4.4 (free, recommended by Oracle), WinSCP and even the good old “Mapped Network Drive” in Windows, to work with and explore the Customer Portal files available at the URL https://<your_site>/dav, using the WebDAV protocol.#

For the sake of brevity, these next steps are more focused on OPA. Please refer to the Service Cloud documentation, for the specific development process / best practices to be followed.

a. Configure/update the Shared Secret value into the file “…\customer-portal\widget\opa-helper.php” by placing it into the $shared_secret variable, using any plain text editor.

You will observe from the highlighted code snipped below that this shared secret is used to encrypt the user (contactID) parameter that is passed on to OPA Interview Session through the launch URL. You don’t really need to understand the code, just understand that you don’t want URL parameters that are readable with the naked eye.

Oracle Service Cloud and Oracle Policy Automationb. For Oracle Service Cloud version November 2012 and later, we need to use Customer Portal framework version 3:

  • Upload the directory OPAWidget from customer-portal/widget/v3 to dav/cp/customer/development/widgets/custom/opa
  • Upload the file opa-helper.php from customer-portal/widget to dav/cp/customer/development/helpers

Note: You must have incorporated the “shared secret” before uploading this file.

Activate the OPAWidget using the “Development Mode” in Service Cloud’s Customer Portal administration page.

  • Open the Customer Portal Administration site at https://<your_site>/ci/admin.
  • In the menu bar, select “Settings”, then “Set Environment”.

Select Site Mode as “Development” and verify that you are actually browsing the development version of the customer portal:

Oracle Service Cloud and Oracle Policy Automation

So you should see something like this:

Oracle Service Cloud and Oracle Policy Automation

Now you are ready to activate the OPA Widget that you have uploaded to your environment.

  1. Navigate back to the Custom Portal Admin Dashboard page.
  2. In the menu bar, select Widgets, then Browse Widgets.
  3. On the Widgets page, select Custom Widgets, then opa, and then OPAWidget.
  4. In the custom/opa/OPAWidget view, with version 1.1 selected, click the “Activate this version” button.

When activated without errors the version drop-down will change to “1.1 (currently in use)”. In the picture below you can see the 1.1 version is activated. You will find it easier to use the search function highlighted rather than scrolling through the myriad of widgets.

Oracle Service Cloud and Oracle Policy Automation

The final part of this rather convoluted process is similar to what you did in part two, namely you will now insert something into an Answer. Whereas in the previous example you inserted a bit of HTML that you could make yourself, this time OPA will be added to the Answer using the eponymous widget.

Insert the OPAWidget into an “Answer” in the Service Cloud Customer Portal:

  1. Create a new “Public” Answer in Service Cloud as shown below.

Oracle Service Cloud and Oracle Policy AutomationSelect an appropriate “Access Level” on your site for this Answer, to ensure that only logged-in users will be able to access this answer from the customer portal. A logged-in user is necessary for pre-seeding the Contact information while launching the embedded OPA interview session.

  • Save the Answer record and note down the Record ID. We will use this Record ID to ensure that the OPA Widget is visible only when this particular answer is accessed by users in the customer portal. In our case, this ID is “134”.

Oracle Service Cloud and Oracle Policy Automation

  • Edit the Answer Page design to conditionally include the OPAWidget. The page to be edited is detail.php at the path /dav/cp/customer/development/views/pages/answers

I used Cyberduck and Notepad++ as the editor, with the default character encoding as UTF-8. Cyberduck ensured that every save in the chosen editor was updated into the WebDAV development folder immediately. Nice!

Oracle Service Cloud and Oracle Policy Automation

As an example, here I have edited the file to only display the Web Determination that we want to display, namely StudentBenefits, when we are showing Answer number 134.

Oracle Service Cloud and Oracle Policy Automation

Verify the results in Oracle Service Cloud Consumer Portal

  • Search / Navigate to the Answer record in the Consumer Portal, as a logged-in contact/user. If you don’t login, you can expect to see the following warning message:

Oracle Service Cloud and Oracle Policy AutomationView the details of this Answer and work with the embedded Interview Session. You will observe that some of the contact information is pre-seeded as you work through the interview session and the final assessment / determination is saved back into Service Cloud.

Assuming you have logged in however, this is what you will see :

Oracle Service Cloud and Oracle Policy Automation

Those of you who have followed this sometimes serpentine chapter of our adventures from the beginning will note that I have logged in with a Portal profile of a user called Richard (who might that be?) and the interview has read that information.

Congratulations on getting this far. So we have discovered yet another way to nudge our lazy expert into giving us something useful. In the fourth and final part of this series I will go behind the curtain and work in the Agent Desktop. See you soon!

Raj

Guest Post : The Lazy Expert – Oracle Policy Automation Public Cloud with Oracle Service Cloud Part 2

The Lazy Expert -Oracle Policy Automation Public Cloud with Oracle Service Cloud Part 2

Introduction

We are continuing our Lazy Expert series of posts, with an explanation of how OPA Public Cloud, and the rulebases deployed there, can be used within the Oracle Service Cloud application. In case you have missed out on our first port of this series, you can find it here. With the right Nudge, our Lazy Expert is not so lazy after all. If you are missing the original post about the lazy expert, here it is.

Part 1  looked at exploring, deploying and verifying the”RightNowSimple” rulebase to work with your Service Cloud Connection. The rulebase was launched directly using the Interview Session URL. In this post, we will be looking at embedding this Interview into the Consumer Portal of Service Cloud so that anonymous visitors to the portal can use this same interview in self-service mode. This is accomplished by publishing an “Answer”, with Interview Session URL embedded in an IFRAME, to the Consumer Portal.

Pre-requisites

  1. Steps in Part 1 are completed and the Service Cloud Connector is verified to be working as expected.

Publish the “Answer” to Service Cloud Portal for anonymous use

In our simple example, we are going to embed the interview from Oracle Policy Automation as a publicly accessible page in a mythical “portal” website. Customers will be able to browse the website without in any way identifying themselves – anonymously.

  1. Create a new “Public” Answer in Service Cloud as shown below.
  1. In the Answer Tab, Source Sub tab, specify the content using an IFRAME tag as shown below.

The IFRAME tag is of the format

<iframe height="580" src="https://server/path/web-determinations/startsession/RightNowSimple" width="100%"></iframe>

where the “server/path” should be replaced with the values appropriate for your Oracle Policy Automation Cloud environment.

Oracle Policy Automation Public Cloud

  1. Save the Answer record. Make sure that the Answer you have created was using Source mode, otherwise your IFRAME will not display properly.

Verify the results in Oracle Service Cloud Consumer Portal

  1. Search / Navigate to the Answer record in the Consumer Portal, as an anonymous user using the keyword or text that you entered when creating the Answer above.
  2. View the details of this Answer and work with the Interview Session as normal. The result will be the same – the Contact is saved in your Service Cloud instance.

Oracle Policy Automation Public CloudSummary

This post explains how the benefits of an OPA rulebase and the corresponding Interview experience can be made available for anonymous users using the Service Cloud Consumer Portal. Check this space when we will continue next with part 3 of this series that focuses on embedding such interview sessions into the Consumer Portal of Oracle Service Cloud for known contact users…

 

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