About Intelligent Advisor Certification #1

I recently updated my Intelligent Advisor certification to the 2020 version of the examination (details of which you can find online here – remember that in your country the arrangements for taking the certification exam may have changed). I was lucky enough to have a testing centre close to my office, as I wanted to take it in person. Having experienced an online examination a year or so ago, I resolved not to do it again unless I had no choice.

Anyway, I wanted to give some feedback and pointers to anyone who is thinking about applying themselves to this examination during the current period of working from home / confinement. Of course I do not intend to give any Intelligent Advisor Certification specifics but I feel it would be useful to share some things about the question styles with you.

So, for this first post, I’m going to introduce two of the types of question you are very likely to get:

The Business Scenario Question

The XYZ Corporation is deploying Intelligent Advisor to create Interviews to manage time off permissions. The scenario is as follows. Any staff working full time over the age of 18, or between 16 and 18 but working part time, are eligible for the standard amount of time off, unless they have chosen to opt out of the time off scheme in which case they are not eligible (this is only for full time workers).

What are the minimum attributes needed in the Policy Model to test whether an employee is eligible for the standard amount of time off?

The Animal Scenario Question

The Government decrees that any citizen wishing to keep a pet donkey in their garden must have been living in the state for at least 28 days and must have been the registered owner for at least 1 week. The citizen must be over 18 years of age, and the donkey must be at least 6 months of age. Special breeds of donkey require a certificate of authenticity and the minimum citizen age is raised to 25. Proof of rabies vaccination is only required when living in Arizona.

What are the minimum attributes needed to check if a citizen can keep the donkey in the garden?

Each question has 4 or 5 different suggestions, often confusing the reader by seeming to be very close to the requirement, of course.

(Both of these check your ability to extract a model from source material. There are many variations on the same theme, but they typically are looking for the ability to extrapolate business concepts into base attributes – for example knowing how to envisage intermediate attributes such as the age of the citizen from a date of birth and so on)

These questions are multiple choice, so you can expect 4 or 5 very similar answers!

The Business Scenario with Entities Question

Bob is implementing a Policy Model. He needs to design rules that define a family unit as having zero to many members. Each member can have one or more jobs, with a defined monthly salary. He needs to calculate the total monthly salary per family member and for the family as a whole.

Does he build :

  1. An entity called the family, another called the member and another called the job, with a reference relationship between the family and the job, to calculate the total salary using InstanceSum()
  2. An entity called the family member, another called the job, with a containment relationship with the family member as the source. He uses InstanceSum() to calculate the job salary for each family member. He creates a reference relationship between the job and Global to calculate the total salary for all family members.
  3. An entity called the family member and another called the job. Both have containment relationships. He uses InstanceSum() on the job salary attribute to calculate the family member’s salary. He then uses a global attribute to sum the salary for each family member

(and so on – expect at least 5 different yet similar versions. This Intelligent Advisor Certification question is clearly designed to check your understanding of singleton entities, relationship types and function usage).

If you are looking to keep your brain ready and fancy a few tricky questions, then head over to our huge quiz section. In the next post, we will look at some of the visual question types you might get in your Intelligent Advisor Certification.

PS – For these questions, don’t hesitate to give your answer in the comments 🙂

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.

5 thoughts on “About Intelligent Advisor Certification #1

  1. Animal Scenario Question :
    the citizens is living in the state for how many days
    the citizen is registered owner for how many weeks
    the citizen’s age
    the donkeys’ age
    the donkey is of special breeds
    the citzen has certificate of authenticity
    the citizen is living in
    the citizen has proof of rabies vaccination

  2. Buiness Scenario with entity: An entity called the family member and another called the job. Both have containment relationships. He uses InstanceSum() on the job salary attribute to calculate the family member’s salary. He then uses a global attribute to sum the salary for each family member

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