Welcome to the OPA Hub!

Tag Archives: OPA

Oracle Policy Automation – Workshop Toronto

Oracle Policy Automation – Workshop

A complete, hands-on introduction to all parts of Oracle Policy Automation :

  • Introduction
  • Oracle Policy Automation : Architecture
  • Oracle Policy Automation : Job Roles
  • Oracle Policy Automation : Software
  • Oracle Policy Modelling : Basic Principles
  • Oracle Policy Modelling:  Writing Good Rules (exercises)
  • Oracle Policy Modelling:  Attributes and Data Types (exercises)
  • Oracle Policy Modelling:  Using Functions (exercises)
  • Oracle Policy Modelling:  Interviews (exercises)
  • Oracle Policy Automation:  User Roles and Collections
  • Oracle Policy Automation:  About the Hub Application
  • Oracle Policy Modelling:  Repository Uploads & Downloads (exercises)
  • Oracle Policy Automation:  Deployments & Activations (exercises)
  • Oracle Policy Automation:  Testing Deployments (exercises)
  • Oracle Policy Modelling:  RTF and PDF Forms (exercises)
  • Oracle Policy Modelling:  Validations and Error Management
  • Oracle Policy Modelling:  Entities, Relationships and Instances (exercises)
  • Oracle Policy Modelling: Temporal Reasoning  (exercises)
  • Oracle Policy Modelling:  Writing Rules for Entities (exercises)
  • Oracle Policy Modelling:  Connections and Data Mapping
  • Oracle Policy Automation : Good Practice and Refactoring (exercises)
  • Time for Project Discussions

Basic knowledge of Oracle Policy Automation concepts. Microsoft Office and Windows is assumed. Some knowledge of business software (ERP, CRM or similar) is useful. The target audience is any member (policy designer, modeller, team leader, manager, and administrator) of the Oracle Policy Automation project.


The environment for this seminar is Oracle Policy Automation 12 Latest Version. We supply environments so that customers do not have to pollute their own. Any exercises done can be recovered for later reference.

The course materials provided are copies of all slides used, plus a copy of the best-selling Oracle Policy Automation book Getting Started with Oracle Policy Automation. Cette formation est également disponible en langue française (support en langue anglaise)

Register :  register here and you will receive instructions how to pay. Only paid registrations are considered active. Terms and Conditions apply.

Winner 2019

Winners – Where Are You?

Winners – Where Are You?

We appreciate that you have many more important things to think about right now, but we just wanted to remind our recent winners that we are still waiting to receive address information so we can send some wearable goodies. If you want to find out what they look like, then you only have to see what winner Orlando R, sent the OPA Hub Website earlier this month.

Orlando R. is a long time Oracle Policy Automation / Intelligent Advisor practitioner, and we have had the pleasure of crossing paths with him multiple times over the last 15 years or so, from his early years in the Siebel CRM world, to his fanatical use of Oracle Policy Automation today. He is a very respected member of the community and an all-round nice guy as well.

Winners 2019

Here you can see Orlando, one of the winners, modeling his fantastic tee-shirt and winner’s mug. He also, of course, received a copy of the new JavaScript Extensions book in electronic format.

So, Annie and Manohar, please reach out either in the comments here or (better, since you probably don’t want to print your address in the comments) via LinkedIn. We look forward to sending you the prizes.

And it is worth saying, the OPA Hub Website wishes all of our readers and their families the best of everything during these difficult times, wherever you are in the world. As someone who spends nearly 150 days away from home on average each year, it is safe to say that it is a time for adjustment and new opportunities, as well as a time for protecting and nurturing those that I love and cherish. May we all come out of this in a better place than before.

We will continue to post during these times. Have a great day. And if you have not yet participated in the survey, please do.

Whats New in Oracle Intelligent Advisor 20A?

Whats New in Oracle Intelligent Advisor 20A?

The crop of new features in 20A this month can also be filled out with some extra new features that crept into 19D when it was updated about a month after the initial release.

20A General Release

In 20A, the focus is very much on enhancing the connection with Oracle Engagement Cloud. As those who work with it know, up until now getting set up with an Intelligent Advisor interview has required Groovy Script. More importantly, Oracle Engagement Cloud / Oracle Intelligent Advisor integration has lagged behind the others (notably the Oracle Service Cloud, or even Oracle Siebel integrations) in terms of functionality. And finally, in the past it was absolutely awful in performance terms, notably the GetMetaData was renowned, at least where I was working, for taking up to 4 minutes to provide a response.

The performance issues were worked on a while ago, and Oracle have made great strides in that direction, so now it is fantastic to see that the other aspects of the connector are getting some love too:

Dynamic reference data loading – the ability to load in additional data from Engagement Cloud (for example, product catalog or transaction history information) after the user is already part way through an advice experience, Yup, ExecuteQuery comes to Engagement Cloud integrations.

Native Intelligent Advisor control in Application Composer – adding an Intelligent Advisor interview into a subtab of an agent workspace no longer requires groovy script. Essentially a “plug and play” drop-in component for your Oracle Engagement Cloud subtab.  You can read more about it here.

Connector support for the Case object – Given the broad reach of Oracle Intelligent Advisor (benefits, law enforcement and so on) in the Public Sector and other “case focused” industry use cases, Case records can now be loaded, updated and created directly from Intelligent Advisor interviews. This includes support for  child objects of case (contact, household, message, resource and custom child) within the same interview. For further details, you can click here.

As a final, fun bonus – this time not related to Oracle Engagement Cloud – Image Control Extensions come to JavaScript! Very cool, since I have a friend and customer who has been waiting for this for a long time. Thanks to Oracle Intelligent Advisor Development for delivering it. We’ll be showing an example in the coming days. You get stuff like this:

  • getImageSource() – Returns the URL of the image to be displayed
  • getLinkUrl() – (Optional) Returns the URL of the link the user should be navigated to when they click on the image
  • openLinkInNewWindow() – Returns true if the image’s link URL should be opened in a new window
  • getHorizontalAlignment() – Specifies the horizontal alignment of the control
  • getWidth() – Returns the width of the control in pixels
  • getHeight() – Returns the height of the control in pixels
  • getCaption() – Returns the image description (alternate text)

If you want to learn about Control Extensions, you can read the book.

There are a few other enhancements, notably a versioned authentication in REST. But the OIA team have once again moved the bar higher and I think they deserve a big round of applause.

Oracle Policy Automation – Atelier Pratique (Québec)

Oracle Policy Automation – Atelier Pratique (Québec)


Ce séminaire de deux jours initie les stagiaires à une présentation complète de l’environnement Oracle Policy Automation 12, version 2019. Les exercices pratiques renforceront les présentations sur les stratégies de modélisation, l’administration de l’équipe, le déploiement, la collaboration et l’intégration.

La plateforme OPA est composée de deux éléments principaux: l’outil de conception Oracle Policy Modeling et la couche serveur Oracle Policy Automation.

Sur demande du client, ce contenu peut être étudié plus en détail. Nous restons bien entendu ouverts à toute demande de personnalisation selon le contexte métier ou technique. Une proposition personnalisée sera alors fournie.


Le séminaire ne suppose aucune connaissance d’Oracle Policy Automation 12. Une connaissance de base de Microsoft Office et de Windows est obligatoire. Une certaine connaissance des logiciels de gestion (ERP, CRM ou similaire) sera fort utile. Le public cible est toute personne, (concepteur de règles, modélisateur, chef d’équipe, gestionnaire et administrateur) membre d’une équipe de projet Oracle Policy Automation.

Un ordinateur portable Windows avec Word et Excel installés. Un guide de téléchargement vous sera fourni avant le début du cours afin de préparer votre atelier. Une connexion Internet sera fourni pendant le cours.


L’environnement cible de ce séminaire est Oracle Policy Automation 12, dernière version disponible.


  1. Introduction
  2. Oracle Policy Automation: Architecture
  3. Oracle Policy Automation: Rôles
  4. Oracle Policy Modeling: principes de base
  5. Oracle Policy Modeling: attributs et types de données
  6. Oracle Policy Modeling: utilisation des fonctions
  7. Oracle Policy Modeling: Enquêtes HTML
  8. Oracle Policy Automation: Travailler en équipe
  9. Oracle Policy Modeling: Téléchargements et déploiements
  10. Oracle Policy Modeling: versions et emplacements des concentrateurs
  11. Oracle Policy Modeling: débogage et tests
  12. Oracle Policy Modeling: formulaires RTF et PDF
  13. Oracle Policy Modeling: entités, relations et instances
  14. Oracle Policy Automation: Tour d’horizon des Web Services SOAP et REST
  15. Résumé

Le support de cours

  • Une copie PDF des diapositives
  • Une copie PDF des exercices pratiques pour chaque module du cours
  • Un accès à un environnement OPA en direct pendant le cours
  • Un exemplaire du livre Getting Started with Oracle Policy Automation

Les horaires

09h00 – 17h00 avec une pause de 60 minutes pour le déjeuner et deux courtes pauses (matin, après-midi) de 10 minutes.


Inscrivez-vous en cliquant le bouton ci-dessus. Vous serez contacté par notre équipe commerciale pour les modalités de règlement.

Fun with Aliases and Strings #2

Fun with Aliases and Strings #2

Returning to the ” Aliases and Strings”  theme of the previous post, where we looked into an example of String concatenation. Just a reminder, in the previous article you created the entity model and set up a couple of relationships, before using a rule to decide if the ticker tape instance is a member of a relationship called  the next ticker tapes.

So here is the continuation of the document you saw in the previous steps:

Aliases and Strings #2

The first part should look reasonably familiar, since it builds on the example with the next ticker tapes. But is uses the second relationship, called the closest ticker tape. Note the wording closest ticker tape not ticker tapes. We are aiming for the closest one, or if you prefer, the next one in line. So for ticker tape number 3, the closest would be number 4.

Dodgey Ticker

We again use an alias, but things get a bit sticky in the following parts. Where did the further ticker tape come from? Well, perhaps unsurprisingly, it’s another alias. You see, we already used the other ticker tape in the conclusion so we need to use another word : in this case further was my personal choice, but it could have been another word that meant something in this context. So by now we have the following, expressed in conversational style :

Compare ticker tape A (with other tapes, let’s say B, C and D). B,C or D will be called the closest ticker tape if the following is true.

  1. B,C or D have an ID that is higher than the ID for A
  2. Using the next ticker tapes as your starting point (so, B C and D)
  3. Compare them (so B compared to C, B compared to D etc) to this rule
  4. Is B’s ID is less than or equal to C (for example)?

So we end up with the ticker tape that is in the next ticker tapes AND has an ID that is less than or equal to the other next ticker tapes. So it is the closest one.

I’m reminded of this excellent conversation from Monty Python since it can get a bit confusing at first:


The final rule concerns whichever ticker tape has the longest string. And that string is what you are about to create, for each and every instance of your entity.

We’re coming with you!

You will generate a string of text for each of the entity instances (so, for each of the ticker tape instances). And this string will be the driver of a logical loop.

Firstly, let’s set your scene and remind of the context:

  1. “Text 1”
  2. “Text 2”
  3. “Text 3”

Each ticker tape has a text message, for example “Text 1” . This message should be concatenated with the other text messages to form a long “final” string. Each should have a comma inserted between them, into the final string, and of course a “.” at the end. Just to make a nice tidy “final” string. It might look like “Text 1, Text 2, Text 3.”.

Aliases and Strings #2

So each instance has a text string, and a “final text”. The “final text” will be the ticker tape text string concatenated with the closest ticker tape’s text string, plus a comma if required – for example if there are no “next ticker tapes” for a given tape, it’s because we have reached the end of the instances (number 4 , if there is no number 5).

The following attributes give us the numbers used in the table above:

Aliases and Strings #2

And the final (final) global attribute:

Final String Result

Aliases and Strings #2

In the next part of this series, there will be a chance to look back on the techniques, observe the warning message and generally investigate your logical loop.

Aliases and Strings part three will be with you in a few days, In the meantime of course you can read the online help here.

Back to OPA Basics : Oracle Policy Modeling Features

Back to OPA Basics : Oracle Policy Modeling Features

Welcome to another in our periodic back to OPA basics series. At the moment I am watching a lot of new starters join a set of experienced developers. And funnily enough, both groups sometimes are stuck in their routine. For the new people, they fall back on what they know from other rules engines. For the more experienced people, that are familiar with Oracle Policy Modeling, they repeat what they learned long ago and do not necessarily see anything that has been added to the application in the intervening time since they first started using it.

So here are my top five cool time savers and useful things you can find in Oracle Policy Modeling today.

  • The Rule Assistant

I still find it strange that many people don’t use the Assistant in Word. If there was ever a tool to avoid having to remember the arcane spelling and phraseology of an Oracle Policy Automation attribute, this is it!

Back to OPA Basics - Rule Assistant

  • The Convert to Test Case Export

Watching people filling in every cell in their Test Case spreadsheet, when they probably have already saved many of the initial scenarios as debug sessions, I think they should remember the fact that they can move a unit test into a Test Case, and vice-versa.

Back to OPA Basics - Export as Test Case

  • The Find Unused Attribute Filter

I tend to use this one when the Rule Assistant has not been used very much, so we are looking for duplicate / mispelled attributes in our Project (see Rule Assistant, above).

Back to OPA Basics - Unused Attributes

  • The Inclusion Report

OK, so I’m probably cheating as far as this one is concerned, but it is a real time saver. In 19A, the introduction of the Inclusion Report has saved me time already. Great for beginning an impact assessment when some sort of surgery is required on Project structure. Find out more here.

Back to OPA Basics - Inclusion Report

  • The Export Entity Data Model Option

This is a tiny little option hidden away in the toolbar but I’m often asked by non-OPA people for the data model and I find this export really simple and quick to use.

Tiny Button - Export Data Model

Well, that’s our top five for now. What other tricks do you use to get the most out of Oracle Policy Modeling?

Let us know in the comments!


We Have A Winner! OPA Hub Complete Quiz – February 2019

We Have A Winner! OPA Hub Complete Quiz – February 2019

It is with uncommon pleasure that I can announce the winner of the OPA Hub Complete Quiz – February 2019. More about the winner in a moment, but just in case you didn’t know it already, we are now running a regular Prize Quiz. It has 100 questions and a maximum time of 90 minutes. The questions are in fact the collection of 10 different quizzes we already have – so if you did well in those quizzes then you will probably do very well in the OPA Hub Complete Quiz.

OPA Hub Complete Quiz BannerThe Quiz will now be refreshed with more questions (we aim to build a pool of about 250 questions by the end of the year) and restarted with a fresh leaderboard very soon. Watch this space to find out when the next Prize Quiz goes live. I guess I am also saying that you shouldn’t do the Complete Quiz until I restart it, because you would not be entered in the Prize Draw.

So what are the prizes?

  • First Place (Highest Score, and in case of identical score, the fastest to complete the Quiz will will a USD $50 Amazon Voucher
  • Second Place will win a stunning new OPA Hub Website T-Shirt
  • Third Place will win a stunning new OPA Hub Mug

And so, on to the…

Winner of the Inaugural OPA Hub Complete Quiz

Ladies and Gentlemen, I give you Allen Pak of Speridian Technologies, an experienced Rules Consultant. I’m hoping (s)he is reading this, and will get in touch to let us know the delivery address for the Amazon Voucher. And because Allen was the only winner this time, (s)he will also get a T-Shirt and Mug just because we are feeling generous. I hope (s)he will send us a photo of the T-Shirt and Mug in action. Please let us know size for the T-shirt too!

Congratulations to Allen. If you want to get practicing for the next Prize Quiz, start here.

What’s New in Oracle Policy Automation 19A?

What’s New in Oracle Policy Automation 19A?

The newest release has come off the production line and this one is a real cracker, full of useful and exciting new features. Here is an overview of what’s new in Oracle Policy Automation 19A.

  • New Images in Forms

Ever wanted to upload images during an interview and have them appear in the PDF output. Well, now you can! In the Sample XML file that you have loaded into your BI Publisher Desktop instance with Microsoft Word, you should now see extra “Fields” much in the same way as Signatures are currently handled. Similarly, special tags are required to turn the Base64 encoded text back into images, but the help file gives you all you need.

  • Use attributes in Extensions, even when they are not on the Screen in question.

A huge leap forward for Extension writers. Now you can specify certain (as required) attributes that are available to your Extensions without having to add them to whatever Screen(s) you need to add extensions to. It’s simple. Create a new file called opm.extension.data.json and add it to  your resources folder. The file, as the name suggests, is a JSON file containing the list of attributes you need to use. Then you can call the new getExtensionData() method of the Interview object to get hold of the data in JSON format at runtime. Special care will be needed not to slow performance when requesting lots of child data since it will have to return the parent and children. All of the items need to have public names as usual.

  • Chat API

Using the Chat API to facilitate a single-stream trackable / auditable conversation, OPA can be integrated into Digital Assistant, Facebook Assistant, Service Cloud Chat

  • Extension Enhancements

Now we have extendable Buttons, we can also retrieve Hint Text for attributes!

  • Mobile Enhancements

Close to my own heart these ones : now we can run Mobile assessments without an Internet or Hub connection. Please welcome the Mobile Answer API!

And that’s not the end of what’s new in Oracle Policy Automation 19D, because we can now launch out of the box OPA Mobile using a custom URL schema. To put it simply, you can start the OPA Mobile App from a URL in your browser, or from another App, and fire up the Interview you need. Awesome!

  • Hub Enhancements

Now you can check to see if a Project is using the correct Inclusions versions using a CSV report available in the Hub.What's New in Oracle Policy Automation 19A

This feature is also available in the Oracle Policy Modeling application, in the Inclusions pane of the Project tab.

You have also access to the new CheckPoint Inspection API, to take a look at the (potentially stale) data in CheckPoints and analyse it. Great news for GDPR-minded people.

  • Checkpoint Enhancements

We welcome better handling of resumed Interviews that fail to resume because of inaccessible data since the Checkpoint was saved. Starting with 19A, as much as possible of the data will be loaded into the Interview when it is resumed. The behaviour can be enabled on upgraded older projects from the Interview tab. Oracle Service Cloud users get a bonus of being able to choose to restart or load checkpointed data when resuming.


What’s New in Oracle Policy Automation 19A?

Told you this was a big one! Thanks as always to the Oracle Policy Automation Product Development team. Awesome work!

New Quizzes – New Prizes!

New Quizzes – New Prizes!

Our Quiz-making team has been hard at work setting up more quizzes to keep you entertained. We now have a grand total of 10 quizzes for you to practice your skills on (go to the Quizzes option on the main menu of this site). Plus, to give you even more of a challenge we have introduced the Complete Prize OPA Quiz for 2019. It contains all 100 questions from the individual quizzes, rolled into one quiz with 100 questions and only 90 minutes to finish it.

It will be reset each month (you can only take the quiz once per month) and new questions added / old questions removed as months go by. For our first month we are  offering a $50 US Amazon voucher to the winner, to be decided on 28 February – since January is almost finished. Find out more here. The runner-up will receive the OPA Hub Official T-Shirt, and the third place an OPA Hub Official Mug!

Get Prepared

Here are the links to the individual quizzes. Our research shows that these help new-starters get an idea of their knowledge gaps, and help build confidence in the product. It doesn’t matter if you are just having fun or perhaps you are preparing for an interview or even the Certification exam, they can be helpful and certainly will test your reflexes. For these new quizzes we have added some “non Multiple Choice” questions – drag and drop, sort and order that kind of thing – to give your mind something a little different to focus on.

Individual Quizzes

Oracle Policy Automation Quiz : Part One (10 questions, timed)

Oracle Policy Automation Quiz : Part Two (10 questions, timed)

Oracle Policy Automation Quiz : Part Three (10 questions, timed)

Oracle Policy Automation Quiz : Part Four (10 questions, timed)

Oracle Policy Automation Quiz : Part Five (10 questions, timed)

Oracle Policy Automation Quiz : Part Six (10 questions, timed)

Oracle Policy Automation Quiz : Part Seven (10 questions, timed)

Oracle Policy Automation Quiz : Part Eight (10 questions, timed)

Oracle Policy Automation Quiz : Part Nine (10 questions, timed)

Oracle Policy Automation Quiz : Part Ten (10 questions, timed)

Have Fun!


Enrich Oracle SaaS with PaaS

Are you working on Oracle SaaS implementations and want to integrate and extend them using PaaS?
Do you have non-SaaS /non-Oracle Systems which you want to integrate with, using their secured APIs?
Do you have requirement where multiple organizations are in a need to have a common, secure and open platform for customer engagement using their service API endpoints?
Attend our two days hands-on workshop to understand how to do all those using Oracle PaaS service like Oracle Integration Cloud, Oracle Mobile Cloud Enterprise, Oracle API Platform service in combination with Oracle SaaS solutions like Oracle Marketing Cloud & Oracle Policy Automation.
This enablement event is most suitable for developers and consultants who are trying to use SaaS and PaaS together. Though the example use case uses some basic banking services, methodology used in the use case is applicable to any domain having similar requirements.