Intelligent Advisor Blog

Intelligent Advisor Video Training : Free Modules

As many of you know, the OPA Hub Website offers many video training modules. For our first offerings, we concentrated on the basics – helping new starters get an overview of the product, without drowning them in too much detail. So most of the modules are sort of 30 minutes long, maximum. We recently added a second set of video training to the list, so we currently have 22 or so Intelligent Advisor Video Training modules.

At the same time, we have decided to release a series of introductory videos about more technical subjects, with the first being the Label Control Extension which was released about a week ago. The next one will be coming soon. These modules will remain free – and probably on YouTube.

In light of the difficulties that a lot of people are facing right now, we have taken the decision to make some of the modules available free of charge – so if you are unable to attend training right now – virtually or physically – then you can at least get started and see a bit of what Intelligent Advisor is all about.

The free Intelligent Advisor Video Training modules are :

Module 1 – The Platform
Module 2 – Before You Start
Module 3 – Projects
Module 4 – Attributes and Rules
Module 5 – Functions
Module 6 – Entities

Customers who purchased these modules will soon be provided with access to other modules to the same value. Hopefully this initiative will enable more people to get into Intelligent Advisor in spite of the challenges that exist at the moment. We will be in touch as soon as the next technical Intelligent Advisor Video Training modules are available.

If you or your colleagues have any suggestions or requests for training modules that would help speed up the adoption of Intelligent Advisor, then please just leave a note in the comments, or alternatively use the Contact Us option in the menu.

Intelligent Advisor Video Training
Book now available worldwide

SIRET / Credit Card Checking in Intelligent Advisor with Luhn

This post was originally going to be called SIRET checking in Intelligent Advisor but the notion of a SIRET number is an acronym famous I think only in France. What we are really talking about is validating anything that uses the Luhn Algorithm (aka Modulus 10 algorithm). There are so many uses, most of them well known and some surprising (customer survey codes at McDonalds, who knew!).

This algorithm is, according to a very well-known site:

From Wikipedia

“used to validate a variety of identification numbers, such as credit card numbers, IMEI numbers, National Provider Identifier numbers in the United States, Canadian Social Insurance Numbers, Israeli ID Numbers, South African ID Numbers, Greek Social Security Numbers (ΑΜΚΑ), and survey codes appearing on McDonald’s, Taco Bell, and Tractor Supply Co. receipts. It is described in U.S. Patent No. 2,950,048, filed on January 6, 1954, and granted on August 23, 1960.

The algorithm is in the public domain and is in wide use today. It is specified in ISO/IEC 7812-1.[1] It is not intended to be a cryptographically secure hash function; it was designed to protect against accidental errors, not malicious attacks. Most credit cards and many government identification numbers use the algorithm as a simple method of distinguishing valid numbers from mistyped or otherwise incorrect numbers.”

So it’s not surprising that Luhn Validation came up sooner rather than later in an Intelligent Advisor project. The implementation is possible in two ways I suppose : firstly, if you are already using RuleScript in the project (which you should not be doing for new projects, but maybe it is an existing one) then it is a really simple task to find a decent implementation of the algorithm in JavaScript and adapt it for your Project. Other algorithms that are more complex can be quite easily implemented that way (sigh, such a pity that RuleScript is no longer part of the future of OPA).

The second way to do it is to use a JavaScript extension for your Input Control and let the Validate key do the work. I suppose there may be a third approach, to try and implement the algorithm in natural language but I doubt it is possible or practical.

Anyway how could it be done. Simple, first get a decent implementation of the Luhn algorithm : for example this one is super fast. Then build out a standard Input Control Extension. Here is a very simple example with some comments below the code:

/*  Generated by the OPA Hub Website 15/09/2020 13:47
Generated Example of Custom Input Extension for Oracle Policy Automation
 I will remember this is for demonstration purposes only. 
    customInput: function(control, interview) {
        if (control.getProperty("name") == "xSIRET") {
            return {
                mount: function(el) {
                    var div = document.createElement("input");
           = "xSIRET";
                    div.value = interview.getValue("siret", "record", control.instance);
                update: function(el) {},
                validate: function(el) {
                    if (luhnChk(document.getElementById("xSIRET").value) == true) {
						interview.setInputValue("siret",document.getElementById("xSIRET").value, "record", control.instance);
                        return true;
                    } else {
                        return 'The string fails the Mod 10 Test'
                unmount: function(el) {
                    if (control.getProperty("name") == "xSIRET") {
                        var xSIRET = document.getElementById("xSIRET");

var luhnChk = (function (arr) {
    return function (ccNum) {
            len = ccNum.length,
            bit = 1,
            sum = 0,

        while (len) {
            val = parseInt(ccNum.charAt(--len), 10);
            sum += (bit ^= 1) ? arr[val] : val;

        return sum && sum % 10 === 0;
}([0, 2, 4, 6, 8, 1, 3, 5, 7, 9]));

As you can probably tell, what matters above is the luhnChk functiion (from the resource linked above) and the validate key. In Input Controls, the Validate needs to either return a boolean (true means the validation has succeeded and the test is passed, false means the validation has failed) or as a simpler alternative, return a string – this is considered to be a failure (false) and the string is used to display the error message. If you choose the pure boolean option then it is up to you to signal to the user that the validation failed.

This version works on instances of an entity, so the entity name and instance are used to retrieve and populate the value of the attribute. So it looks like this when the validation fails:

Luhn Test Example

It is important to note that this example is string based, so if you are planning on testing something different, you will need to strip out spaces, and convert the content to text.

If you are interested the demo 20C Zip File (free of charge) is in the shop, search for Luhn.

Video : Label Extension Overview

Video : Label Extension Overview

Here at the OPA Hub Website we always like to think that we are able to listen to our readers. Recently, one of the growing population of developers being asked to implement extensions came to us with a series of questions about a Label Extension.

And it became clear that a video was probably the most efficient way to address these queries. To be honest the OPA Hub Website finds that Video is over-used today in learning. I’ve nearly 30 years as an educator and consultant, I find it frustrating that education is constantly the target of cost-cutting and it means that even really large software providers think they can get away with selling poorly recorded slides with a soundtrack and call this a “learning program”. It’s definitely not a program, it’s an excuse.

Living in Europe and having worked in the States and elsewhere, I know how difficult it is to solve the equation of large distances, different languages and multiple timezones. But I still believe that face to face training is the best answer.

And I feel that although many other benefits exist for video training – immediacy, repeatability and accessibility – sometimes I find that companies push video or recorded training as another way to save money, while still expecting the same level of recall and interest from the students.

In a way, I see it also in the Covid phenomenon – how much video we have been consuming and how many of my colleagues have reached saturation point but are expected to be watching and doing video 7 or 8 hours a day. Of course I get that this is a necessity – but no allowance is made for just how hard it is to watch or deliver. Employers love the productivity it generates.

So this is why, the OPA Hub Website tries to keep the videos, where possible, to a maximum of 45 minutes at a time. Our Online Learning Program is based on that concept.

Anyway, enough mindless chatter : Here is a video introducing the concept of a Label Extension for Interviews, using the Intelligent Advisor Extensions API. The video talks about the basics, and shows lots of examples. We’ve got a few more videos in the pipeline, so watch this space.


If you want to watch the video in a new window on Youtube (yes, for once this is on Youtube) then just click the image below:

About Intelligent Advisor Certification #4

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.

About Intelligent Advisor Certification #3

About Intelligent Advisor Certification #3

And so we come to the third part in this little series of posts about Intelligent Advisor Certification. For reference, parts one and two of this same series are available by clicking the links. As before, the goal is not to give you questions and answers (more about that at the end of the series) rather to introduce you to the kind of questions that you are likely to see. In this post, we look at two specific types that I personally can find a little tricky. I am a great believer that familiarity helps dispel nervousness – and so here are some to look out for.

The Visual Question based on Rule Content

This kind of question comes up several times, and I’ve probably seen at least one version in every Oracle Policy Automation or Intelligent Advisor Certification I’ve ever taken:

Intelligent Advisor Certification Question Type Example

Which of the above is the correct syntax for the rule? Answers in the comments please.

Another variation on this theme, and a very common question, involves table rules. I’ve kind of exaggerated it a bit in my image, but the basic tenet is this – learn where the different formatting in a table should be!

Intelligent Advisor Certification Question Type Example 2

The table above does not validate in Oracle Policy Modeling. Select all items that should be corrected for it to validate successfully. Of course not all are correct:

  1. The conclusion must be formatted as a conclusion
  2. The otherwise must be formatted as a condition
  3. The otherwise must be moved to the right hand corner
  4. The TRUE and FALSE must be written in lower case
  5. The first condition is met must be moved to the left and
  6. The second condition is met must be moved above the first condition
  7. The conditions must be formatted as condition level 1

And so on!

Interview Design Questions

This is an example of a series of questions that I have seen over the years, and you would do well to prepare for something in this style.

A Policy Model contains an interview Screen that collects information about a customer’s name and address. The Interview is used by a sporting goods shop to provide assistance to customers who would like to visit the shop. The following attributes are collected : the customer’s name and the customer’s city. The objective of the interview is to display the address of the sporting goods store to customers who are in the same city, and the email address to those who are not. How would you achieve this?

For example you might create two labels (one for the address, one for the email address), place them on a Screen, and create Show If logic by adding a boolean visibility attribute such as the address details should be displayed based on the city of the sporting goods shop = the customer’s city. You could do the same for the email address using the same attribute only in the negative.

There will of course be 5 or 6 different answers for you to choose from. The question is definitely aiming to test your understanding of Interview Screen Controls and Visibility settings.

Usually this question does not actually come with an image, but it can help to imagine what this would look like. The above example (which is not the most efficient way of doing it but it corresponds to the example given)

Intelligent Advisor Certification Question Type Example 3

And so we hope this little series has begun to familiarise you with the sort of questions that you might get in the Intelligent Advisor Certification exam. In the next post in the series we will look at some more question types that you should prepare for!

About Intelligent Advisor Certification #2

About Intelligent Advisor Certification #2

In this second post about Intelligent Advisor Certification I want to highlight, as in the previous post in the series, a few question types that you are likely to be confronted with if you choose to take the Intelligent Advisor Certification exam in the near future. While we are on the subject, it is obviously in your interest to take the examination if you are ready, because it is an objective measure of your knowledge of the product. We all know that it is an imperfect measure, and that you may start at an advantage or disadvantage depending on your background, native language and so forth. But it is better than nothing.

So, without further preamble, on to the subject at hand. You will certainly come across the following question type.

The Memory Question

Bob and Janet work together. Janet has already begun working on a project in Intelligent Advisor and has stored it in the repository. Bob wants to work on the same project and add some rules to the existing project. What are the minimum steps to achieve this. If a step is required more than once, only note the first time it is done.

And so you will be required to make some sort of very long process guide:

Login to Hub > Download Oracle Policy Modeling > Enter Hub Details > Download Project > Open Word and Validate Changes > Upload Changes > Deploy Changes

(these are just example steps)

I’ve seen it come up several times with similar concepts. What I can give you as advice is

  • Think very carefully about the correct (as in, official) way to do things. For example, a lot of people might not actually install Oracle Policy Modeling themselves, or they might get it from or elsewhere. But it can be downloaded from the front page of your Hub, from the hyperlink shown below. It’s very easy to miss it.
Intelligent Advisor Certification  Question Example
  • Again, think about every step – downloading, uploading, validating, and so on. Practice a few times so you can really get the feel of it. If you have a self-study environment, create two users and play around with the process. I used to have an VM with one user and my laptop with the other. It’s a great way to see all the error messages and conflicts that can happen.

The Visual Structure Question

These have been in the exam for as long as I remember, and they vary in form but all revolve around the same idea – get the student to demonstrate they understand the vocabulary of logical operators and show they can think logically.

The diagram below represents a policy model with a goal, A. B is derived from a disjunction of D and E. C is derived from a conjunction of E and F. A is derived from a conjunction of B and C. What is the minimum set of base attribute values that must be provided to successfully conclude A?

Intelligent Advisor Certification  Diagram Example
Some Balls in a Diagram

First things first : a disjunction is OR, and a conjunction is AND. So now you can write out the different elements:

B is true if D or E are true. C is true if E and F are true. A is true if B or C are true. And finding the fastest route to A becomes much easier. There are several of this nature, often using a mixture of mathematic (disjunction, conjunction) and Policy Modeling (base, intermediate, goal, inferred) vocabulary.

So that’s it for today, with these two it is very simple – practice and practice. Make your own project in Oracle Policy Modeling and experiment with these concepts until you are comfortable “regurgitating” it all on paper.

In the next part of the series, we will look at two more common question types. Remember you can learn more about the certification and learning path here. And of course you can get details of our own online learning right here.

About Intelligent Advisor Certification #1

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 🙂

What’s New in Intelligent Advisor 20C?

What’s New in Intelligent Advisor 20C?

And so the wheel of time turns and before we know it, yet another version of Intelligent Advisor has hit the shelves. And this one is a big release, with some fantastic stuff in it, not just for Interview fans but also for those of us who are focussed on REST Services, performance and testing. So what’s new?

So, here is what’s new in Intelligent Advisor 20C. Let’s begin with the Interview Extensions. There are new extensions that help us format the styling for portait entity containers and entity collects. They have styling extension names like portraitContainer and (as child elements of the container) headerCell, row, rowOdd, rowEven and so forth. Some of these were introduced in the second monthly update to 20B but they are so fresh it’s worth mentioning them. They can easily produce nice effects. Here are some of them in techicolor, namely dynamic Buttons, Column Headers and Row colors.

What's New - Interview Extensions

That bunch of things would be enough to get me really excited, but there is a LOT more. For a while now I’ve been militantly asking for functionality where my customers can begin to profile their rules, get performance statistics and execution time data.

Now they can – firstly, directly through Intelligent Advisor REST calls (using the Batch API) via the addition of @time per case as well as processorCasesPerSec and processorQueuedSec in the REST response. This is fantastic for understanding what’s going on with cases in Batch.

Secondly the users of Policy Modeling can now leverage new functionality and obtain statistics from a set of Test Cases in Excel format or from a JSON batch request. For Test Case output, reports and timings (in CSV) are generated automatically and stored in a new TestLogs folder. As development continues, these CSV files will be good sources of information to understand where added rules or entities are causing a slowdown.

Thirdly, they can also delve into the details of execution times via a JSON batch request analysis. For example, shown below is the generation of the rule profiling report obtained by loading a JSON data set into Policy Modeling on the Test Cases tab via the new Analyze Batch Request button.

In summary, for performance hunters there are now 3 useful areas : batch execution timing, test case execution reporting and finally sample batch profiling.

But that is not all! There is an important accessibility enhancement – the ability to flag a control as leveraging the browser’s native auto-fill capability. Select the Screen Control and set the properties :

What’s New in 20C – Input Auto-fill

On the Hub there is a new feature called repository branching to allow copying of a project in the Repository directly on the Hub to create a visible relationship between the source and the new one. If you have ever had to create copies of projects to represent different strands of development or testing, this will be welcome.

When viewing (in either direction) you can see where the project has been branched / is the root of a branch:

There are other new features, notably a component versioning system that becomes apparent when viewing the new release in OPM. The product version might be 12.2.20.X but the component version is 42.0.0. Separation has occured so that the product can evolve at a different rate to the component version. The “component” of which they speak is the core interface between Policy Modeling and the Hub. In light of some of the potential functionality on the roadmap, it makes sense to separate the two.

This release is a big one, no doubt about it. Not just for the new features which bring proper instrumentation and profiling to Intelligent Advisor – which was overdue – but also for the new Interview Extension features. The other elements are laying the groundwork for yet more new features in the future. Read the online notes here.

Have a good day.

Intelligent Advisor – COVID19 – Can We Help Job Seekers?

Intelligent Advisor – COVID19 – Can We Help Job Seekers?

The world is in a very different place to where it was only 5 months ago. Here at the OPA Hub we are very aware that some our community might be in difficulty right now – some jobs have ended, projects have changed objectives and people find themselves suddenly without a role or with a drastically reduced work scope. Combine this with the difficulty of working from home, worrying about family members and it’s a very tough time, especially for Job Seekers.

So, if anyone is currently looking for a new job / or a new project, what we would like to propose is this:

  1. Leave your name in the Comments. as a registered user we have already your LinkedIn Profile URL so you don’t need to post it
  2. In 7 days we will blast our newsletter with your name and LinkedIn details asking the community to endorse, recommend (if they know you) or follow and promote your profile.
  3. We will promote these on LinkedIn as well as Twitter and elsewhere.

Remember to make sure you include the following, at a minimum:

  1. Your location, and where you can work
  2. Your level and experience and specific skills
  3. Your availability (immediate, 1 month or whatever)

We cannot promise anything but every little helps. We recently started offering this service on the sister website so it seems a natural progression to do it here as well. If you have any other ideas about how we can help Job Seekers in this difficult time then please feel free to comment as well – we’re open to any ideas that can help.

Likewise if you or someone you know works in Siebel CRM and is in the same situation then please tell them to visit the post on the Siebel Hub here.

The OPA Hub Website

Job Seekers
Job Seekers

Rule Design – Word, Excel or Something Else?

The Intellgent Advisor practitioner has had a very long time to get used to working with Microsoft Word and Microsoft Excel as the means to construct their policy rules. Rule design has never been easier with the wonderful Word and Excel toolbars, and now in version 12 we have the integration with the Intelligent Advisor Hub Collaboration module,

Let’s look at some of those features and remind ourselves of just how good it is:

Rule Design

The ability to know where an attribute has been used in any and all documents. Select an attribute, right-click and select Where Used. Pin the window and use it to review and correct anything in those documents. Validate the changes in the document and watch the Where Used windows update themselves.

Rule Design - Toolbar

Be instantly aware of conflicts from other users thanks to the Word toolbar and version tracking tools. Avoid costly conflicts by checking before Uploading, Downloading after abscences and use Inclusions to ensure a common approach to Rule Design. Use six levels of formatting to nest your rules and make Reference Tags to ensure that cross-referencing with source documentation is easy.

So where will the future take us. We cannot know of course, although there were some early concepts that crept into a previous release by design or accident. We should never base purchasing or other strategic decisions on this sort of thing, but in a Cloud-centric world it is reasonable to assume that some discussion will be going on as to how to provide a Web-based rule design interface. If you attended any Focus Group events I’m sure it is something you discussed. So here is my question – what is your opinion in respect of Web Authoring? Rather than ask for comments, I’ve put together a 2 minute survey which is below. If you enter the survey I’ll put you in the prize draw to win a basket of goodies from the OPA Hub Website Shop as well.

Rule Design will evolve but where do you want it to go?

Create your own user feedback survey
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