Tag: Whats New

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.

Whats New in Oracle Policy Automation 19D?

Whats New in Oracle Policy Automation 19D?

Another quarter rolls by and the Oracle Policy Automation team have released their latest version. This is the final one for 2019, and who knows what 2020 will bring us? Judging by the conversations at the different Focus Groups this year, I would say “lots of things”! So here is our traditional roundup of Whats New in Oracle Policy Automation 19D!

Don’t forget to reach out to the Oracle Policy Automation Blog team and hassle them to publish the 2020 Oracle Policy Automation Focus Group calendar, so you can start convincing your boss that you need to go there. And believe me, you need to go there. It’s by far the best way to get facetime with the great and the good of the community, both from Oracle and from the customer side. And it’s all in the spirit of sharing and collaboration. No selling!

Whilst I’m on this subject, don’t forget the Early Bird prices for Modern CX 2020 in Chicago run out soon. We’ll be there, so I look forward to meeting as many people as possible!

Back to the subject at hand – what’s new in Oracle Policy Automation 19D? Well, here is the list:

New Hub User Interface in Oracle Policy Automation 19D

There have been mutterings about this for a while so it’s with pleasure that I see the new UI has grown more responsive and more in line with the other Oracle applications in the Cloud:

Whats New in Oracle Policy Automation 19D? 1
You might think that was a bit of a disappointment since it’s pretty similar to the last one, but digging a bit reveals more news:

Whats New in Oracle Policy Automation 19D? 2
The fonts have changed. And…
Whats New in Oracle Policy Automation 19D? 3

So have the role names! And the deployment pages get a refresh too. Someone has been downloading icon sets I think!
Whats New in Oracle Policy Automation 19D? 4
And the detail pages get a wash and brush-up too. I find the metrics very small however:Whats New in Oracle Policy Automation 19D? 5
Drilling down on one of the metrics, shows the updated screen shown below. Still no visibility on metric for Web Services,or any other channel (sigh).
19d - Project Metrics
But there’s more. Wandering around in there, we can notice that the “collection” idea has been renamed the rather more sexy “Workspace”:

Whats New in Oracle Policy Automation 19D Workspace
This all seems to smack of “clearing the way for a bunch of new stuff” but hey, what do I know?

Entity Level Forms

So now if you have a household with 3 individuals applying for something, you can run off Forms for the individual members of the household.

Entity Level FormsResubmit Interview Data

Interview designers can now allow Screens to resubmit data. This is only available for Interviews using the Connector Framework.

Resubmit Data in Connector

Pass a cookie parameter in the OAUTH header for embedded interviews

For a web service connection, there is now the ability to name a cookie which will be passed through in the parameters of any Load, Save, GetCheckpoint or SaveCheckpoint request made. This enables customers that authenticate users of their interviews via an OAUTH token passed in a cookie to have that same token passed when the data adaptor is invoked during an interview.

Refresh Seed Data

This is a very interesting one. Suppose you need to refresh the seed data in the course of the Interview. I mean, reissue the load and pull in mapped data like you did at the start? An intriguing prospect, with lots of side effects, for example in the case of mapped entities (and this taken from the online help) :

This means that when seed data is reloaded:

  • any instance that currently exists in the session but not in the seed data will be deleted,
  • any instance that exists in the seed data but not the session will be created in the session, and
  • any instance that exists in both the session and the seed data will be left alone.

Well, that started out looking like a modest release but in fact there are lots of things that are going in Oracle Policy Automation and Modeling. Thanks as always to the whole team for another cracking release!

What’s new in Oracle Policy Automation 19C?

What’s new in Oracle Policy Automation 19C?

The autumn follows the summer and just as logically, the new release of Oracle Policy Automation follows it’s own, similar, seasonal rhythm. Version 19C is now available for download from your usual source, and as usual it contains a number of really juicy updates for us, and here is the lowdown:

Import Batch REST requests into Policy Modeling debugger

I know a good many users of Oracle Policy Modeling will be relieved to see this one. It allows you to load REST requests into your Debugger (as opposed to only allowing SOAP requests in previous versions). Then you can select which REST batch case you wish to review in the Debugger, since one request might contain many cases. Excellent news!

19C Debug

Integration Cloud Service OPA Interview Adapter

This and the next section are one and the same, more or less. Oracle Integration Cloud service can be hooked up to an Oracle Policy Automation Interview through this adapter. Previously Oracle Integration Cloud users were restricted to consuming Oracle Policy Automation Assess Web Service sessions.

Generic REST integration protocol for interviews

If you are familiar with Connector API and the SOAP-based platform it provides, then this will feel like a tremendous leap forward.  Essentially it allows the following

  1. Rule designers to specify input and output attributes for an interface contract, without needing to know / have available the technical details of the mapping.
  2. The technical team to receive the Project, view the contract and hook up the defined load and save to whatever

The most exciting thing is that although it is perfectly designed to work with Oracle Integration Cloud (see the previous section) , it is completely designed to be generic – another provider could be used.

It sort of turns data mapping on it’ head. Instead of the technical team defining the input and output “contract” and the rules designer then mapping attributes to that interface, the rules designer builds the rule model, defining the input and output mapping names for contract items, before deploying the Project. And then the technical team hooks up the integration to these targets.

19C Mapping

It has the potential to completely change how we think about Connections in Oracle Policy Automation, reduce coding, allow for integrations to be modified without any impact on the interview design process, and to imagine federated data sourcing (the Interview does not know, or need to know, where the data is actually coming from, or what the Integration Server is doing upstream (calling different systems, transforming data, whatever). As you can see in the next screenshot, the mapping values can be defined ad hoc.

Engagement Cloud Connection Type

The Engagement Cloud gets its own connection type, as future enhancements will leverage this new type.

19C - Connection Types

Update all inclusions

Tired of manually updating all the inclusions in your Projects? Well the new one-shot option is for you. It will automatically update and accept all the changes on all the inclusions in the Project. It is also available in command-line format too. Sounds great, but not something you click on without actually thinking about what you are doing, right?

19C Inclusions

Redirection target support

If you have embedded an Interview in an IFRAME and you want to redirect the user (with the Submit and Redirect, Submit or Exit buttons) now you can specify an additional piece of information – the target (top, parent or self) for the redirect. Smart!

19C Redirect

Smart Checkpoint Resume

OPA interviews that are embedded into other applications can now auto-resume (without prompting) if a checkpoint is found. This functionality is enabled by using the resumeCheckpointOrStartNew operation and providing the URL parameters needed to start or resume the interview. It works for both Service Cloud and Web Service connections.

File Uploads you can Download

Ever wanted to check a file you have added to an upload group, before you end the interview – by downloading it again?

So now you can.

Something for everyone in this release!

Whats New in Oracle Policy Automation 19B

Whats New in Oracle Policy Automation 19B

It’s here! The latest version of Oracle Policy Automation for Private Cloud is now available for download from edelivery software cloud (or whatever it is called now). Whats New in Oracle Policy Automation 19B?

Whats New in Oracle Policy Automation 19B

Here are some of the highlights of this version.

The New Value() Function

The new function makes it possible to retrieve the language dependent values of a Value List with ease. Consider the following Value List in 19B:

Whats New in Oracle Policy Automation 19B - Value()

And consider the following rules in a Word document:

What's new in Oracle Policy Automation 19B

The first line will return  the value, and the second line will return the text of the title. We can now return the actual value as well as the text, reliably.

New Deployment Functionality in REST

If you are a REST user in the administrative area, two new elements have been added to the deployment resources – locale and urlParameters. You can now get these in your REST calls.

More Extension Capabilities

If you are working in complex JavaScript extensions, then the following will be of use to you. Now you can retrieve more information about the underlying definition of the fullCustomInput Control extension:

  • getQuestionLayout()
  • getSideQuestionWidth()
  • getMultiLineTextRows()

All of these refer to Styles settings that the designer might have implemented on the original Control so that you can pick them up and work with them in your JavaScript code.

API Warnings

If you created a static metadata connection a long time ago, or built a connector which is long in the tooth, you will now see warnings to remind you to upgrade the connector or risk being caught out by a version which will no longer be supported.

Chat API New Features

The Chat API has moved swiftly since it’s inception just a few months ago. Now we have better input options for users who need to select something, we also have document (attachment) storage capability both in Oracle Service Cloud and other connections, and better access to Chat data.

New UI Language

To my friends in Budapest – the Hungarian UI for Oracle Policy Modeling and Oracle Policy Automation Hub has been released. No parser so far, but at least you can build a custom language and work in Hungarian menus!

Office Support

Office 2019 is now supported and certified.

Summary Whats New in Oracle Policy Automation 19B

What’s New in Oracle Policy Automation 19B – lots of things! Hopefully you (and I) will learn more about these in the Oracle Policy Automation Focus Groups around the world. See you there!

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.

Summary

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!

What’s new in Oracle Policy Automation 18D?

What’s new in Oracle Policy Automation 18D?

The dust from Oracle OpenWorld has hardly settled and here we are with the final release of Oracle Policy Automation for 2018, the eponymous 18D. So what is new in this final release 18D? Here are the big picture items that may have impact on your daily life. Note that as of the date of this post, only the Documentation was available, the product is not yet Generally Available.

Enhanced Attachments

Now,  Service Cloud Interviews can organize their uploads better. You can create upload groups (sort of categories) as well as setting the number of files, allowed extensions and underlying Entity mapping. If you are upgrading a Project, you get a single Upload group per Entity that has an upload. This functionality is not available for Engagement Cloud yet.

What's new in Oracle Policy Automation 18D

Version Pinning

This is probably going to be a big impact (in a very positive way) for many large customers. It provides, starting in 18D, the ability on the OPA Hub to defer a Project Upgrade and do it at a later time rather than when prompted by your 19A or whatever later version you happen to have installed.

What's new in Oracle Policy Automation 18D

Client Authentication for Web Services

When your Oracle Policy Automation Connection is getting or setting data that is sensitive in nature, you want to have client authentication enabled : only authorised sites (Oracle Policy Automation instances) that have the certificate will be accepted, and the communication will therefore be two-way SSL.

Forms on Mobile

Forms using collected data and decisions made can now be generated when an Oracle Policy Automation mobile assessment is submitted to Oracle Service Cloud and sent to the appropriate Object in Service Cloud.

Calendar Input Choices

To align with the data entry standards of some large public sector organizations, you can now specify different data entry for Date and Time or Date Controls. Interview Extensions can further extend these controls.

What's new in Oracle Policy Automation 18D

Add Form or Signature multiple times

Now you can have forms (PDF forms) generated for multiple entity instances in the Project, and have all of them sent back to your connected data source.

Entity and Container styling in interview extensions

On the Extensions front, a new compound tabularContainer is available in the Styling Extension API, allowing for changes to be made to the tabular layouts familiar in Entity-related elements like Collect or Container. Sub elements like header row, cells, odd and even and so forth allow programming access to the Styling options we are used to seeing in the Styles dialog.

What’s new in Oracle Policy Automation 18D Summary

As usual the Oracle Policy Automation team has produced another great release with some really useful features. Onwards and upwards! If you want to read more online, the new documentation can be found here.

Whats New in Oracle Policy Automation November 2017 #2

Whats New in Oracle Policy Automation November 2017 #2

As in the previous post in this series, the OPA Hub Website is concentrating on the new features, or “Whats New in Oracle Policy Automation November 2017” to be more precise. This is the second in the series. In this post we will explore two different functionalities that have been improved. Firstly, we have all probably at some point found ourselves creating attributes, and thinking about default values : setting them on the different screens of our Interview and so on. We probably also have then spent time creating Rule Tables to handle what happens when we have to default values based on the certainty of other information.

Default Values in Web Service inbound attributes

These days, managing default values in a Web Service environment just got easier. Consider the following simple example. The insurance premium is inbound in a data Connection. It is copied into an attribute called the baseline annual premium. If the inbound value is uncertain, then the default value (in this case £500) will be used. If the inbound value is different to £500, then that value will be used instead. If the inbound value is unknown, then the value of the baseline annual premium will be unknown.

Whats New in Oracle Policy Automation November 2017

Set True and False values in one shot

Another feature from the Whats New in Oracle Policy Automation November 2017 collection : in the same vein, you can now use the If function to set values for a true or false result of a condition, like you would for example in Microsoft Excel formulae. Think of it as “If(expression, value if true, value if false)”.

Whats New in Oracle Policy Automation November 2017

If the baseline annual premium is greater than 500, then the percentage of legal fees will be 100. Otherwise it will be 50. The documentation refers to “condition” but in different places it refers to Boolean attributes or conditions. In any case, it seems to work with both.

Both of these will provide decent shortcuts to existing workflow for developers looking to create cleaner rules. You can find the details in the online documentation here. Catch up with more “Whats New in Oracle Policy Automation November 2017” in the upcoming third post, where we will look at cool new features in the Interview.

PS : Note that my example assumes a Project using the English United Kingdom regional settings.

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!

What’s New in Oracle Policy Automation August 2017 #1

What’s New in Oracle Policy Automation August 2017 #1

The freshest and most recent version of Oracle Policy Automation has hit the shelves and as usual the OPA Hub website is reviewing the new stuff for you. What’s New in Oracle Policy Automation August 2017?

  • Find Unused Attributes

Sometimes its the smallest things that make a difference : you can now look for unused attributes. This  is an awesome way of realizing how many different ways you have misspelled your attributes! Seriously though this option to find unused attributes is a very useful thing indeed.

What's New in Oracle Policy Automation August 2017 - Find Unused Attributes

  • Make Your Interview Accessible

You can now select a Web Content Accessibility Guidelines level and Oracle Policy Modelling will warn you if you are straying from the path of accessibility, based on the level you have chosen. There are also some generic warning since Oracle Policy Modeling cannot check external content that you may have in your interview.

  • Decide when Error Messages are Shown

Sometimes you need messages to be shown control-by-control as the user types. Sometimes you need to aggregate the experience and show them when the user tries to leave the Oracle Policy Automation interview screen. Now you can choose, on a Screen by Screen basis.

What's New in Oracle Policy Automation August 2017 - Show Errors

There are also some cosmetic changes. The Oracle Policy Automation Hub now sports a different look and feel, one that is more in line with the latest generation of Oracle Cloud applications. As an added bonus you can change the language once you have logged in, fixing the issue with externally-authenticated users having to stick with the default language because they never saw the drop-down on the login page.

What's New in Oracle Policy Automation August 2017 - New Hub Theme

Finally for this first post in the series, the Hub also offers a new statistic when reviewing deployed Projects : time per screen.

The next post in this series will include a video which shows you in a hopefully interesting and entertaining way what these changes will do for your workflow and day-to-day experience with Oracle Policy Automation. The OPA Hub Website will be back in a couple of days to show you some more exciting changes that have been made in this new release, as we review What’s New in Oracle Policy Automation August 2017 # 2.

Note : Video added to Video Gallery.

Worldwide
Logo by Southpaw Projects LLC