About Intelligent Advisor Certification #4

Now we move to the final part in this set of posts. For reference, the previous parts are linked here : one, two, three. I appreciate that some people may be approaching the certification exam for the first time, and like all examinations in those circumstances, fear of the unknown is your worst enemy.

I’ve taken lots of certification examinations over the (many) years I’ve been in this business, whether it be Oracle, Siebel, Salesforce or non-IT things like First Aid. And the Intelligent Advisor / Oracle Policy Modeling certification exam is certainly unique in the sense that it has so many different kinds of question, and so many different kinds of audience. I’ve seen Subject Matter Experts turn into Intelligent Advisor wizards, and I’ve seen technical people jump in a prosper with Intelligent Advisor too. It’s part of the unique strength of the product in fact – how accessible it is, and much closer to true mixed teams you can get, merging strengths from the business for conception and testing, and strengths from the IT side for the delivery of the specifications. Part of that is because it uses Word and Excel – and if you have not already taken part in our Future of Rule Authoring Survey please do so (one question!) .

Back to business – trying to remove the fear of the unknown was part of the reason for creating this series of posts (and to a certain extent, this entire blog is about demystifying IA). So here are some more kinds of question that you probably will come up against. Remember that in the exam – if you choose to take the exam in a test center – you will be provided with a whiteboard and a marker pen, so that you can write out ideas, sketch data models and so on. The whiteboard is not part of the exam, and nobody cares about your drawing ability – it is just a helping hand.

The Debugging Questions

I’ve come across these a few times, so I’m adding one here. These questions are testing your knowledge not just of the product (where is the debugger, how does it work and so on) but also your ability to understand Intelligent Advisor vocabulary (intermediate attributes versus base attributes etc.).

Certification Question Example

The above diagram represents a policy model. D and E are linked by a disjunction. E and F by a conjunction. B and C are linked by a disjunction to A. The rule author wishes to debug the behaviour of the attribute B. What should they do

  1. Run the Debugger and enter a value for A,B and C, then right-click B and select Show Decision
  2. Run the Debugger and enter a value for D and E then right-click B and select Show Decision
  3. Run the Debugger and enter a value for D then right-click B and select Investigate
  4. Run the Debugger and enter a value for D then right-click B and select Show Decision

And so on and so on…(answers in the comments please).

The OPA Hub Role Questions

The OPA Hub forms a section of the examination, and whilst I have already mentioned the kind of question you might get that involves the Hub (see the Memory Question) there will of course be questions that specifically target Hub functionality. Here’s a variation on one I’ve seen before.

Bob works on a Project on his laptop. Janet wants to collaborate on the same project. What steps must occur on the Hub for this to happen

  1. Bob must upload his project to the Hub.
  2. Bob must share a Zip copy of the project
  3. Janet must be created as a Hub User with the Author role
  4. Janet must change her password
  5. Bob must approve Janet’s share request
  6. Janet must download the latest version from the Hub
  7. Janel must have access to the Collection
  8. Bob must store the project in a Collection that he has access to.
  9. Janet must email Bob to ask for the project.

You will notice that it is a variation on some of the other questions that rely on remembering all the steps of a given process. I do these things all day every day but I still find it hard to remember exactly every step. Practice makes perfect.

The Service Cloud Question (type A)

Obviously, since Intelligent Advisor has historically been marketed as part of Service Cloud (amongst other dubious decisions), you can expect a few certification exam questions that specifically target Service Cloud knowledge. Here are two that you will come across.

How many objects can the Global object be mapped to in a Service Cloud data mapping

  1. One
  2. Two
  3. More than Two

Answers in the comments please. The trick here is to understand the unique nature of Service Cloud mapping and the types of Interview that can be delivered.

The Service Cloud Question (type B)

The commonest form of certification question that I have seen has been those that focus on the different options available to Service Cloud connections. For example:

Bob wants to create an Interview accessible to customer service agents. He wants to load and update an Incident if one exists already, and create one if it does not. What settings should he choose in the Service Cloud Mapping Settings Dialog?

  1. Select Customer Service Agent
  2. Select Contact Center Agent
  3. Select Load at Start Incident
  4. Select At End of Interview Update Incident
  5. Select At End of Interview Create Incident
  6. Check the Or Create Interview if none is loaded checkbox
  7. Check the loading data is optional checkbox
  8. Embed the Interview in the Incident Workspace
  9. Embed the Interview in the User Workspace

Answers in the comments if you know the answers. More details here.

The Service Cloud Question (type C)

Service Cloud provides Value List integration for a number of built-in lists and menus from Service Cloud. How can a rule designer use a custom Value List in Intelligent Advisor for data mapping?

  1. They cannot.
  2. They can only map in an out. No Value List is created.
  3. They can refresh the data model and use the Value List that will be automatically added
  4. They can only be used with Anonymous interviews.

Answers in the comments if you know.

So that just about wraps it up for our little certification series – if there are any question types that you remember and would like us to add, then just write them in the comments and we will be happy to oblige.

Richard Napier

Author: Richard Napier

Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs his Consulting and mentoring company, On Demand Consulting & Education Ltd and has run ODCE since 2010. Owner of the OPA Hub, he also is Co-Founder of the Siebel Hub.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Worldwide
Logo by Southpaw Projects LLC