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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.

The OPA Hub Website Poll : Results So Far

The OPA Hub Website Poll : Results So Far

I’m really pleased to see that visitors to this humble website are playing ball and answering the website poll that we are running at the moment. As a reminder we are trying to understand why people come to the website, in order to better serve our readers with attractive and pertinent content. So far here are the numbers. If you haven’t voted you can do so now. Remember you can vote multiple times if you want to get your point across. Anyway here are the partial results :

What Kind of Article do you want to read on the OPA Hub Website?

As you can see there is a pretty even split in terms of the most visited sections:

  1. Business Rules
  2. JavaScript Extensions
  3. Online Training

Training

We are really surprised about the number of people visiting us looking for training. So we are going to be investing in a range of reasonably priced training options to all people to meet their objective and get trained on Oracle Policy Automation. The range of solutions will include both electronic, virtual and real-deal training in a classroom. We feel it is strategically wise to offer all three, to allow our readers to choose the options they want.

As a reminder we already have a variety of classroom training that is available to book. We will be unveiling our plans in respect of online and virtual training before the end of the year.

Business Rules

Unsurprisingly this is a major reason for people visiting our site. We are lucky to be able to say that more articles of this nature are coming up thanks to our guest readers and an effort on our part to increase the number of business rule articles.

JavaScript Extensions

Despite the fact that JavaScript is clearly a risk factor in any Oracle Policy Automation project, it is a common request of customers and consultants alike to have more examples. So we will continue to add more and they will always be freely available on the OPA Hub Website Shop.

Keep watching this space!

 

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

One of the  most pertinent sessions of Oracle OpenWorld for Oracle Policy Automation fans was this one, hidden away on the agenda at 17:45 on Tuesday (if there ever was a graveyard shift, this was it!). It was a very interesting and inspiring presentation by Infosys charting their journey, changing the Sales and Services Landscape  in a large Australia and New Zealand bank, into the simplified world of Oracle Policy Automation.

Initially the presentation showed us how the Bank struggled, following acquisitions, with a wide variety of pressures and issues (regulatory, compliance, mixed branding, complex learning curves for employees, low adoption and slow time to market for new functionality. But the most fascinating part was learning about the benefits, increases in productivity and customer engagement that came out of this project. And the fact that the architecture diagrams included both Siebel and PeopleSoft only increased my heart rate.

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

The above slide showed the journey and the customer landscape. Definitely changing the Sales and Services Landscape in a positive way:

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

This one above gave a nice taster of the conversation in action : note the clean lines and navigation paradigm.

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

It is always interesting and humbling how much there is learn on projects, and this was no exception.

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

I particularly liked that the journey was by no means over, and the customer was looking to the road ahead both in respect of the current process (above) and also within different processes at the Bank.


Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

 

There certainly are many that will benefit from the impact of Oracle Policy Automation.

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

Infosys described in some detail how they went about the actual process of defining and implementing this conversation, highlighting the challenges:

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

Of course the customer now is enjoying many benefits of the arrival of Oracle Policy Automation.

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

 

This final slide is a great summary of the challenging landscape:

Oracle Policy Automation: Changing the Sales and Services Landscape [CAS2349]

Thanks to Infosys for making this last presentation of the day a most interesting and valuable one.

Extension Code Generators for JavaScript

Extension Code Generators for JavaScript

Over on my other home (https://siebelhub.com) we use and promote the use of Code Generators : because most of the JavaScript people need to create is in fact very structured, because of the underlying extension architecture. You don’t write just any code, you write code the way you have to write it. So how to write Extension Code?

It struck me the other day that this is equally true now for Oracle Policy Modeling – JavaScript extensions have a very well defined structure, and as I said above : you don’t write just any code – you write it the way you have to write it, in order to fit into the underlying architecture of our beloved interview.js.

Since I find myself often repeating the same JavaScript task over and over again – for example I need to create 2 custom Labels for 2 different projects or customers – I do a lot of cutting and pasting. But that often goes wrong as I forget I’ve renamed something or changed a variable somewhere.

So I decided to create a Code Generator – a sort of tool to create templates of code that I can use to create new files. And I decided to use Oracle Policy Automation for the job. Here is the sort of thing I am talking about:

Extension Code

By answering a few questions about the code you want to write, the Project generates a template for you to copy and paste into a new Text File and there you have your code to start writing something interesting. There is a Copy to Clipboard button at the bottom of the code.

In the end, I decided to add a few things to the examples to act as learning tools:

  1. The Input Control has Validate and Update options that help understand the way these Keys actually are supposed to work. Validate throws an error message to the user if the text entered does not match a specific validation rule.
  2. The Update Key shows how update is fired whenever anything on the Screen is updated. Useful for updating your Control in response to other activity on the Screen. As an example, the color of the Input changes each time Update is fired.

The Extension Code Generator also includes the custom Search as templates with the following options:

  1. Search lets you choose from a series of standard searches (Airlines, Railways Stations, etc) as well as allowing you to configure your own REST call and lets you add any Headers you need to make your call.

Here is a video that will hopefully shed some more light on what this Project does (or tries to do)!

This seemed like a fun thing to do in Oracle Policy Automation – if you would like a copy of the (18C) project then please leave a comment and I will tell you all about it’s foibles :).

Travel Compensation : JavaScript Extensions

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Article Survey : The OPA Hub Website

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Temporal Reasoning #5 : Temporal Attributes in Interviews

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Temporal Reasoning in Oracle Policy Automation #4 : Time Travel

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OPA 12 - Data Model Visualisation Load Viewer

Visualize the Data Model in Oracle Policy Automation 12

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Detail Pop-up in Oracle Policy Automation

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