Oracle Policy Automation sessions at Oracle OpenWorld 2010

S317710 on Tuesday 21st September at 12:30PM in the Westin Market St Hotel, Olympic Room
Presenter: Davin Fifield
Topic: Interactive guidance for dummies. A new rule-driven alternative to SmartScript.
In this session:
* Delivering Web-based self-service guidance, call center decision-making, and face-to-face assessments that comply with complex policies, and are easy to update and maintain
* Integrating Oracle Web Determinations with Siebel CRM
* Oracle Policy Automation roadmap
S318037 on Wednesday 22nd September at 11:30AM in Moscone West L2, Rm 2009
Presenters: Kerry Holling of NSW Department of Community Services, Marc Cullen of Exeter Group, Dan Filippo of Deloitte
Topic: Panel session. Integrated Automation of Policy and Downstream Process to Increase Efficiency
In this session:
* Improving the quality and timeliness of mandatory child welfare reporting at NSW Department of Community Services
* Reducing waiting times and improving outcomes at the Massachussetts Department of Motor Vehicles
* Delivering efficient veteran payments at the Defense Finance Accounting Service
S317158 on Tuesday 21st September at 5:00PM in Moscone West L2, Rm 2011
Presenter: Peter Still
Topic: Agile Revenue Administration with Policy Management and Automation Solutions

As per Brad's message above, Microsoft Office 2010 64-bit is not supported in the current release (OPA 10.3.0).
To use OPA, you need to use a supported version of Microsoft Office.
OPA 10.3 System Requirements: http://www.oracle.com/technetwork/apps-tech/policy-automation/documentation/opa10-3-systemreqs-451965.pdf
Cheers,
Jasmine

Similar Messages

OPA (Oracle Policy Automation)integration with Oracle Application R12

Hi,
We want to know checklist for OPA integration with Oracle Applocations( Ebussiness Suite). It is urgent, Can anybody help us on this.
It is very urgent. Any one can help us to integrate OPA (Oracle Policy Automation) with R12 Ebs.
Thanks in advance
Edited by: Venkat K.V on Sep 7, 2010 2:59 AM

The OPA team doesn't maintain a check-list of integration steps for EBS, but this should be a pretty standard web services integration using Oracle Determinations Server.
You might also want to check out this tutorial:
http://www.oracle.com/technetwork/apps-tech/policy-automation/overview/opa10-4.zip, which shows an example of how to integrate the OPA Oracle Web Determinations component with E-Business Suite.
Davin Fifield

Announcing New! Oracle Policy Automation Connector for Oracle CRM on Demand

Hi all,
We are very pleased to announce the immediate availability of the new OPA connector for Oracle CRM on Demand. You can find more information and the link to download this connector on the OPA pages on OTN here:
http://www-content.oracle.com/technetwork/apps-tech/policy-automation/overview/index.html.
Feel free to post to this forum with questions or comments on this new connector. We welcome your feedback.
Kind regards,
Davin Fifield
VP Product Development, OPA

1. Oracle Policy Automation Connector for Siebel v10.2 requires rulebases to be created with Oracle Policy Modeling 10.2.
2. Siebel and OPA are separate applications with their own system requirements. There is no need for them to be deployed on the same operating systems / application servers.
3. The siebel-data-adapter.properties file is found in, for example, the siebel-wd-embedded.war files (for Java) in the location described in the documentation, and in the corresponding .zip files (for .NET).
Note that Oracle Policy Automation Connector for Siebel v10.3 is planned to be available on E-Delivery within a few weeks.
Davin.

Let everyone know! Oracle Policy Automation @ OpenWorld Shanghai

Below are the details of Oracle Policy Automation's (OPA) presence at OpenWorld Shanghai July 22nd - 25th...Scroll down for the English version.
Key highlights:
Jiangsu Provincial Office of SAT co-presenting
2 sessions on 2 different tracks
Dedicated OPA Demo pod
关注Oracle Policy Automation ，甲骨文全球大会，2013上海
在2013上海举行的甲骨文全球大会上，您将和众多行业和技术专家一起参加一系列会议和活动，了解和学习如何解决您所面对的重要问题。Oracle Policy Automation的主题会议将让您了解关于实现业务和技术转型的有价值的信息。
星期二，7月23日，2013
会议编号
时间
主题
地点
CON1621
16:45 - 17.45
Oracle Policy Automation 在政府行业
Heike Lorenz, OPA 产品市场部全球总监，甲骨文公司
世博中心 - 410 厅
星期三，7月24日， 2013
会议编号
时间
主题
地点
CON1740
14:00 – 15:00
Oracle Policy Automation 路线图: 增强客户体验
Heike Lorenz, OPA 产品市场部全球总监，甲骨文公司,
江苏省国家税务局
世博中心 – 428 厅
Oracle Policy Automation 演示台
在演示中心参观Oracle Policy Automation(OPA)的演示。在这里，不同行业的客户和合作伙伴们将看到一系列的OPA演示，包括OPA云版本。
日期
时间
地点
星期一，7月22日，2013
17:45 - 19:45
甲骨文演示中心
# 01
星期二，7月23日，2013
9:00 - 16:45
甲骨文演示中心
# 01
星期三，7月24日，2013
9:00 – 17:15
甲骨文演示中心
# 01
星期四，7月25日，2013
9:00 – 14:00
甲骨文演示中心
# 01
Focus On Oracle Policy Automation @ OpenWorld Shanghai 2013
At Oracle OpenWorld Shanghai 2013 you will be able join industry professionals and technology experts for a broad range of sessions and activities that will help you learn how you can address the critical issues facing you today. Oracle Policy Automation sessions have been designed for you to gain valuable information on how you can achieve the business and technology transformation.
Tuesday July 23rd, 2013
S E S S I O N    I D
T I M E
T I T L E
L O C A T I O N
CON1621
16:45 - 17.45
Oracle Policy Automation in Public Sector
Heike Lorenz, Global Director OPA Product Marketing, Oracle
Expo Centre - Room 410
Wednesday July 24th, 2013
S E S S I O N    I D
T I M E
T I T L E
L O C A T I O N
CON1740
14:00 – 15:00
Oracle Policy Automation Roadmap: Supercharging the Customer Experience
Heike Lorenz, Global Director OPA Product Marketing, Oracle
Jiangsu Provincial Office of SAT
Expo Centre - Room 428
Oracle Policy Automation Demo Pod
Come see Oracle Policy Automation in action at the Oracle Policy Automation (OPA) demo pod in the DEMOground. Here customers, prospects & partners across all industries will be able to see a variety of OPA demonstrations, including – OPA Cloud Edition.
D A T E
T I M E S
L O C A T I O N
Monday July 22, 2013
17:45 - 19:45
Oracle DEMOGrounds
# 01
Tuesday July 23, 2013
9:00 - 16:45
Oracle DEMOGrounds
# 01
Wednesday July 24, 2013
9:00 – 17:15
Oracle DEMOGrounds
# 01
Thursday July 25, 2013
9:00 – 14:00
Oracle DEMOGrounds
# 01

The only official training and certification on OPA is managed through Oracle University. The following two courses are recommended for all OPA users: Oracle Policy Modeling: Essentials Part 1 Rel 10.4 and Oracle Policy Modeling: Essentials Part 2 Rel 10.4 . There is also a course offered on the OPA Connector for Siebel: Oracle Policy Automation (OPA) Connector for Siebel . Through Oracle University, you can register interest in any of the courses, inquire regarding any customized training needs, including course times, locations, eventual certification, etc   It is recommended that after completion of the two Essentials courses individuals spend at least one project working with an experienced OPA mentor before attempting the certification exam.

Oracle Policy Automation: public Oracle road show in the United States

Oracle is holding a series of Oracle Policy Automation road show events in the United States in January. Partners and customers are very welcome to attend, free of charge.
There is an evite available online here: http://www.oracle.com/dm/10q2field/40493_ev_oracle_briefing_jan10.html
Dates are as follows:
Boston, MA      January 12, 2010
Albany, NY      January 14, 2010
Harrisburg, PA      January 19, 2010
Houston, TX      January 21, 2010
Tallahassee, FL      January 28, 2010
Further information:
Oracle Briefing
Policy Automation: The New Paradigm
Please join Oracle, Exeter Group, and our Customer the Massachusetts Registry of Motor Vehicles
State and Local government is challenged to implement and automate complex, rapidly changing policies as well as to provide consistent advice to citizens across multiple service delivery channels. In response to this challenge, government agencies are embracing a new approach, which takes complex statutes, regulations and policy documentation and very rapidly converts them to decision automation systems.
This session will include a discussion of the challenges faced by government agencies in implementing complex and rapidly changing policies and how the Oracle solution can help. We will also have a special government guest speaker from the Massachusetts Registry of Motor Vehicles who will discuss their implementation of this solution. This will be followed by a demonstration.
Best,
Peter Still

You should probably contact RightNow to see if they have the ability to authenticate remotely (something like an LDAP interface). I know thatRightNow sites have a Web Service with the ability to send user name/password to that webservice. Although its not designed primarily as an authentication tool, it might suit your purpose.
Cheers
Frank

Oracle Policy Automation 10.2.0

Oracle Policy Automation 10.2.0 is now available via Oracle E-Delivery (http://edelivery.oracle.com/)
This release includes updated media packs for Oracle Policy Modeling and the Oracle Policy Automation runtime for both Java and Microsoft .NET Framework. The updated media pack for Oracle Policy Automation Connector for Siebel 10.2.0 will be available at a later date.
This release includes:
* Translation Support - Excel spreadsheets that contain all the translatable parts of a rulebase, that are updated with the new strings to be translated when you modify attributes, rules or screens.
* Entity Containment - New hierarchical data model that simplifies data collection, debugging, and rule authoring when using relationships.
* Pluggable Determinations Server - New extensibility model for Determinations server that allows you to do pre- or post-processing of incoming data, or do as needed retrieval of data from an external data source, for example.
* Interview Web Service - Create fully customized stateful interview experiences in your GUI technology of choice
* Interview Screen Preview - Preview interview screens without having to go through the entire interview
* Flexible Interviews - Entity-level goals on the summary screen, more control over labels used for entity collection, and more
* "Not Currently Known" operator allows a rule to work out if a question has been asked.
* Additional string functions - as requested by users
* Entity Equality - ability to write rules that compare one entity instance with all the other instances in a collection
* Revised look and feel for Word/Excel 2007 (also applies to Word/Excel 2010)
* New Parsers and Improved Right-to-Left support: Arabic, Hebrew, Turkish, German, Finnish, Chinese (Traditional)
* Native Subversion Support: Check files in and out directly from an Apache Subversion repository without a MSSCCAPI connector, and see differences using Word's track changes feature
* Custom Function Enhancements: Support for temporal values and improved natural language syntax.
* Support for self-referential rules, e.g. the person's tax payable = the person's tax payable for the current tax year + for (the prior tax year, the person's tax payable)
* Greater Platform Support: Windows 7 x64, Microsoft Office 2010, .NET Framework 4.0, Oracle VM, Microsoft Visual Studio Team Server 2010
* Enhanced Upgrade wizard: The entity containment and interview screen changes require all existing rulebase projects to be upgraded to the new data model structure.
Please read the release notes, installation guide and security guide included in each media pack for more details.
The release build number is 10.2.0.110.0

1. In the current version, OPM doesn't directly deploy to anything other than local TomCat. You'll need to manually refresh your WebLogic environment with the latest rulebase.
2. I'm not aware of an ADF sample. I assume your goal is to host Web Determinations interviews in an ADF UI?
3. You should use OPA instead of OBR if you need any of the following:
a) Rules in natural language in any of the supported OPA languages (English, Chinese, French, Spanish, Portuguese, etc....)
b) Rules in Word/Excel document format that can be easily shared with business users
c) Interactive interviews for guided decision making, where questions can be automatically generated from rules, and screens are shown only as needed to make progress towards an answer
d) Detailed decision reports of which rules and data were used to reach a decision
e) Productized integration with Siebel or SAP
f) Rich test case development and regression testing capabilities
More generally OPA is very good at determinations. I.e. reaching the one right decision given a set of input data. It is not a good fit for optimization problems where the goal is to seek the best outcome given a series of constraints. It is also good at taking a large set of law/policy documents are managing them as interconnected rules. It is possible to efficiently manage thousands of pages of material as an OPM project.
For ADF development, anywhere you have a process that involves a complex decision step, or a calculation that depends on complicated rules that may change frequently or need good business visibility, OPA is a good choice.
Davin.

New Release: Oracle Policy Automation Connector for CRM On Demand 10.3.0

h1. Oracle Policy Automation Connector for CRM On Demand 10.3.0
Oracle Policy Automation Connector for CRM On Demand 10.3.0 is now available via Oracle E-Delivery (http://edelivery.oracle.com/)
This release includes:
Oracle Policy Modeling Imports CRM On Demand Data Model
Oracle Policy Modeling 10.3 supports importing the data model of a CRM On Demand web service, including the selection of objects to map for loading data, and both saving and inserting data.
Oracle Policy Automation 10.3 Runtime
This version of the Oracle Policy Automation Connector for CRM On Demand works with Oracle Policy Automation 10.3 runtime. Rulebases must be built from Oracle Policy Modeling 10.3.
Oracle Web Determinations Integration
The connector allows users to pre-seed Oracle Web Determinations with data from CRM On Demand objects and update the same or new CRM On Demand objects with data collected during the interview session.
Please read the release notes and installation guide contained in the media pack for more details.
The build number for this release is 10.3.0.2048.0
-----

Hi All,
Just a Clarification about the Oracle Lite Webcast, only customers with a valid CSI.
Will be able to Connect to the Webcast.
Regards.
Marc

Ask your Oracle Policy Automation (formerly Haley Office Rules) questions!

To all of you out there using or thinking of using the product originally known as RuleBurst, then as Haley Office Rules, and now proudly part of the Oracle product family as Oracle Policy Automation:
Please feel free to post any questions you have on the product line here. The OPA team globally is keen to help out with answering your questions, whether it is about a particular feature, where to find more information, or even recommendations on how you might go about solving a particular rule-writing problem.
Please, don't be shy! Answers to your OPA questions are just a few keystrokes away.
And it would be great to see people starting to share their ideas, tips and tricks on how to best use the Oracle Policy Automation product family for your specific business needs. Stake your claim now as an OPA guru, and be the envy of all your friends. :-)
Cheers,
Davin Fifield
Update: I have now locked this thread. Please start a new thread in this forum with any questions you have.
Edited by: davinfifield on 14/01/2010 15:35

Hi,
If I change the Style for date input to Year, Month and Day edits on an Entity Instance collect screen, it will build and debug correct. The issue is that if I close the project and try to re-open it, the following error will show.
*"Item has already been added. Key in dictionary:'_input-style' Key being added: '_input-style'"*
After importing the files into a new project (because it didn't open anymore) I noticed that by trying to import the Interview Screens file it gives the same error. After some more research I noticed that it gave the error after changing the input Style at an Entity Instance collect screen.
How can I still change the Style to Year, Month and Day edits (because in Dutch we normally notate dates like dd-mm-yyyy instead of yyyy-mm-dd)? Single Edit (default) is a bit unnatural, because even with all the settings being in Dutch you still need to input the date with yyyy-mm-dd.
Thanks,
Niels Roest

How to install Oracle Policy Automation in Oracle Application Server?

We are planning to use OPA with Oracle Ebusiness Suite Release 12.1. We are running Oracle Application Server 11g. We want to deploy the Oracle Policy Automation components in same application server as Oracle Ebusiness Suite.
(a) How to install Oracle Determinations Engine, Oracle Web Determinations and Oracle Determinations Server on Oracle Application Server? The installation document for OPA doesnt have steps for Oracle Application Server.
(b) Which one is better, to deploy OPA in separate server or in same server as Oracle Ebusiness Suite?
(c) How to decide whether to use Java API's using Determination Engine or web services using Determination Server or UI of Web Determinations for our project? Or what factors should we consider?
Thanks for the help.
-- Sreeram.H

(a) You should install the war files for Oracle Determination Server and Oracle Web Determinations as per normal war deployment - there's no special steps required, which is why it is not listed explicitly. There's no reason to deploy Oracle Determinations Engine itself to a web application server.
(b) "Better" tends to be more a subjective viewpoint, but if you already deploy all your web services on the same server as Oracle E-Business Suite then you should go the same for OPA. Same story for separate server deployment.
(c) Can't answer that without knowing why you are using OPA! If you are looking to integrate with Oracle E-Business Suite then Oracle Determinations Server would be the sensible choice. Web Determinations is most useful if you want a sensible way to collect or review the relevant assessment data for determinations, as well as for "self service" scenarios. Determinations Engine should be used if you have a completely bespoke integration scenario that can't make use of web services or web applications - but I can't think of a scenario where this would make sense if you are using Oracle E-Business Suite.
Of course, these are just my views - others may feel more strongly one way or the other!

Oracle Business Rules & Oracle Policy Automation

Can any one provide me the basic difference between Oracle Business Rules & Oracle Policy Automation
The difference between "Oracle Business Rules & Oracle Policy Automation" link or document will help me a lot.

No, not in 10.1.3 and not in the first planned 11 release. It is on the list of candidate features for future releases.

Oracle Policy Automation (OPA) Certification Training

Hi Everyone,
Please let us know is there any institute for OPA Training and certification in Hyderabad,India

The only official training and certification on OPA is managed through Oracle University. The following two courses are recommended for all OPA users: Oracle Policy Modeling: Essentials Part 1 Rel 10.4 and Oracle Policy Modeling: Essentials Part 2 Rel 10.4 . There is also a course offered on the OPA Connector for Siebel: Oracle Policy Automation (OPA) Connector for Siebel . Through Oracle University, you can register interest in any of the courses, inquire regarding any customized training needs, including course times, locations, eventual certification, etc It is recommended that after completion of the two Essentials courses individuals spend at least one project working with an experienced OPA mentor before attempting the certification exam.

Location of "Oracle Policy Automation Runtime Developer Help"

Good day,
I'm doing some research into some performance issues we are having and am trying to find the location of "Oracle Policy Automation Runtime Developer Help".
Would anyone know where I could locate this file?
Thank you

OPA Developer Help 10.3: http://docs.oracle.com/html/E24274_01/toc.htm
OPA Developer Help 10.2: http://docs.oracle.com/html/E20344_01/toc.htm
The Help files for the latest release of all the OPA products (OPM, OPA, OPA-Siebel Connector, etc.) are always available from the OPA section of the Oracle Technology Network: http://www.oracle.com/technetwork/apps-tech/policy-automation/overview/index.html --> Click on the Documentation tab and look through the list.
The OPA Developer Help is also available locally if you've got OPM installed, usually in this location: C:\Program Files\Oracle\Policy Modeling\help\run\Default.htm
Edited by: Jasmine Lee on 01-Feb-2012 07:51

Office 2010 under Oracle Policy Automation

Any support from me since I cannot create word / excel document under my Oracle Policy Modeler. I cannot new office document when performing right-click under project explorer
<h1>Environment</h1>
1. Office 2010
2. Windows 7 Professional 64bit
3. My version Oracle Policy Modeler 10.3.0.77
Appreciated if any big hand !

As per Brad's message above, Microsoft Office 2010 64-bit is not supported in the current release (OPA 10.3.0).
To use OPA, you need to use a supported version of Microsoft Office.
OPA 10.3 System Requirements: http://www.oracle.com/technetwork/apps-tech/policy-automation/documentation/opa10-3-systemreqs-451965.pdf
Cheers,
Jasmine

Oracle Policy Automation Cloud Service Tutorials through YouTube and RightNow knowledge base

We now have the following additions to our YouTube channel:
Introduction to Oracle Policy Modeling Interface - Cloud Edition
Introduction to the Project View in Oracle Policy Modeling - Cloud Edition
Introduction to Rules, Data and Interviews views within Oracle Policy Modeling - Cloud Edition
Getting Started with Oracle Policy Modeling - an end-to-end example
And for RightNow customers, link through the standard RightNow Knowledge base / Answers:
https://cx.rightnow.com/app/answers/detail/a_id/6157

You should probably contact RightNow to see if they have the ability to authenticate remotely (something like an LDAP interface). I know thatRightNow sites have a Web Service with the ability to send user name/password to that webservice. Although its not designed primarily as an authentication tool, it might suit your purpose.
Cheers
Frank

How to create pdf and html usin oracle policy automation with steps.

Hi,
I tried to create pdf report.But they have some problem for while creating xslt.
Pls provide more steps or simple example creating xslt and which xml use for that also.

Below is a working (OPA 10.1) example, which I found earlier in this forum. You can call it from a document control on the summary screen. The xml is provided by the server containing all attributes with a public name.
<?xml version="1.0" encoding="iso-8859-1"?>
<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"
                xmlns:fo="http://www.w3.org/1999/XSL/Format"
                xmlns:fn="http://www.w3.org/2005/xpath-functions">
<xsl:output method="xml" indent="yes" encoding="utf-8"/>
<xsl:template match="/">
<fo:root>
<fo:layout-master-set>
    <fo:simple-page-master master-name="my-page">
      <fo:region-body margin="1in"/>
    </fo:simple-page-master>
</fo:layout-master-set>
<fo:page-sequence master-reference="my-page">
    <fo:flow flow-name="xsl-region-body">
      <fo:block margin-top=".5cm" margin-left=".1cm" border-start-style="solid">
        <xsl:apply-templates mode="dump" select="/session"/>
      </fo:block>
    </fo:flow>
</fo:page-sequence>
</fo:root>
</xsl:template>
<xsl:template match="*" mode="dump" priority="100">
            <fo:block margin-top=".5cm" margin-left=".1cm" border-start-style="solid">
                Node:
                <xsl:value-of select="name()"/>
                <xsl:if test="count(@*) > 0">
                    <fo:block margin-left="1cm">
                        Attributes:
                        <xsl:for-each select="@*">
                            <fo:block><xsl:value-of select="name()"/>=<xsl:value-of select="."/></fo:block>
                        </xsl:for-each>
                    </fo:block>
                </xsl:if>
                <xsl:if test="string-length(normalize-space(text())) > 0">
                    <fo:block>Text Value: "<xsl:value-of select="text()"/>"</fo:block>
                </xsl:if>
                <xsl:apply-templates mode="dump" select="*"/>
            </fo:block>
    </xsl:template>
</xsl:stylesheet>

Oracle Policy Automation sessions at Oracle OpenWorld 2010

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