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Oracle Intelligent Advisor Technical Details

Oracle Intelligent Advisor, formerly known as Oracle Policy Automation (OPA), enables personalized, agile, and transparent advice throughout the customer journey.

Overview

This page lists available documentation for each release of Oracle Intelligent Advisor, formerly known as Oracle Policy Automation (OPA).

  • The Documentation Library provides online access to the full How To help for Oracle Policy Modeling, including modeling policies, defining interviews, debugging, testing and preparing for deployment. Also covers all Oracle Intelligent Advisor server components, including system administration and development APIs.
  • The Features and Benefits presentation provides a high level summary of how the release features may be applied in a business context.

Current Releases

Oracle Inteligent Advisor 12.2.19

Oracle Inteligent Advisor 12.2.18

Oracle Policy Automation 12.2.17

Oracle Policy Automation 12.2.16

Oracle Policy Automation 12.2.15

Oracle Policy Automation 12.2.14

Oracle Policy Automation 12.2.13

Oracle Policy Automation 12.2.12

Oracle Policy Automation 12.2.11

Oracle Policy Automation 12.2.10

Oracle Policy Automation 12.2.9

Oracle Policy Automation 12.2.8

Oracle Policy Automation 12.2.7

Oracle Policy Automation 12.2.6

Oracle Policy Automation 12.2.5

Oracle Policy Automation 12.2.4

Oracle Policy Automation 12.2.3

Oracle Policy Automation 12.2.2

Oracle Policy Automation 12.2.1

Oracle Policy Automation 12.2.0

Oracle Policy Automation 12.1.1

Oracle Policy Automation 10.4.7

  • Oracle Policy Automation 10.4.7 System Requirements (PDF)

    Detailed presentation on system requirements for all current OPA product family versions, including Policy Modeling, Policy Automation and connectors.

  • Oracle Policy Modeling 10.4.7 User's Guide (HTML - Please be patient while the index page loads.)

    Online access to the full How To help for Oracle Policy Modeling, including modeling policies, defining interviews, debugging, testing and preparing for deployment.

  • Oracle Policy Automation 10.4.7 Developer's Guide (HTML - Please be patient while the help index loads.)

    Online access to the Java and .NET developer help for Oracle Policy Automation runtime components, covering:

    • Batch Processor - process large case loads in batch, maximizing throughput for both csv and database connections
    • Interview Portlet - pluggable website component allowing interviews to be conducted inside a web portal
    • Web Determinations - deploy web-based interactive interviews, and extend, customize and integrate as needed, including documents generated by Oracle BI Publisher
    • Determinations Server - high performance SOAP-based web service for fully auditable determinations and calculations including Interview Web Service, Determinations Server extensions and the new BI Publisher documentation generation
    • Determinations Engine - Java and .NET API for low-level control over integration of decision-making into applications
  • Oracle Policy Modeling 10.4.7 Installation Guide (PDF)

    Complete guide to installing Oracle Policy Modeling 10.4.7 on Microsoft Windows Vista or later.

  • Oracle Policy Automation 10.4.7 Installation Guide (PDF)

    Complete guide to installing Oracle Policy Automation 10.4.7 server components on both Java application servers and Microsoft Internet Information Services (IIS). Covers Determinations Server and Web Determinations.

Oracle Policy Automation Connector for Siebel 10.4.6

  • Oracle Policy Automation Connector for Siebel 10.4.6 Installation Guide (PDF)

    Installation guide for OPA Connector for Siebel 10.4.6

  • Oracle Policy Automation Connector for Siebel 10.4.6 Developer Help (HTML - Please be patient while the help index loads.)

    Full developer help for OPA Connector for Siebel 10.4.6, from getting started with mapping, to configuring and deploying rule projects, and handling session data being passed to and from Web Determinations. Includes information on the new Siebel integration object approach available since the 10.3 version of this connector. Note that only rulebases developed with Oracle Policy Modeling 10.4.0, 10.4.1, 10.4.2, 10.4.3, 10.4.4, 10.4.5 or 10.4.6 can be deployed to OPA Connector for Siebel 10.4.6.

Oracle Policy Automation Connector for Oracle CRM On Demand 10.4.6

Previous Release

Oracle Policy Automation 12.1.0

  • Oracle Policy Automation February 2015 (12.1.0) User Guide (HTML - Please be patient while the index page loads.)

    Online access to the full How To help for Oracle Policy Modeling, including modeling policies, defining interviews, debugging, testing and preparing for deployment. Also covers all Oracle Policy Automation server components, including system administration and development APIs.

  • Oracle Policy Automation February 2015 (12.1.0) Features and Benefits presentation (PDF)

    Detailed introduction to the new features and benefits of OPA 12.1.0, including the new mobile advice application, interview experience enhancements, the new web services for integration and the new private cloud edition.

Oracle Policy Automation 10.3.1

  • Oracle Policy Automation 10.3.1 System Requirements (PDF)

    Detailed presentation on system requirements for all current OPA product family versions, including Policy Modeling, Policy Automation and connectors.

  • Oracle Policy Modeling 10.3.1 User Help (HTML - Please be patient while the index page loads.)

    Online access to the full How To help for Oracle Policy Modeling, including modeling policies, defining interviews, debugging, testing and preparing for deployment.

  • Oracle Policy Automation 10.3.1 Developer Help (HTML - Please be patient while the help index loads.)

    Online access to the Java and .NET developer help for Oracle Policy Automation runtime components, covering:

    • Web Determinations - deploy web-based interactive interviews, and extend, customize and integrate as needed, including documents generated by Oracle BI Publisher
    • Determinations Server - high performance SOAP-based web service for fully auditable determinations and calculations including Interview Web Service, Determinations Server extensions and the new BI Publisher documentation generation
    • Determinations Engine - Java and .NET API for low-level control over integration of decision-making into applications
  • Oracle Policy Modeling 10.3.1 Installation Guide (PDF)

    Complete guide to installing Oracle Policy Modeling 10.3 on Microsoft Windows XP or later.

  • Oracle Policy Automation 10.3.1 Installation Guide (PDF)

    Complete guide to installing Oracle Policy Automation 10.3 server components on both Java application servers and Microsoft Internet Information Services (IIS). Covers Determinations Server and Web Determinations.

  • Oracle Policy Modeling 10.3 Features and Benefits presentation (PDF)

    Detailed introduction to the new features and benefits of OPM 10.3, including using Oracle BI Publisher to do document generation.

Oracle Policy Automation Connector for Siebel 10.3.0

Oracle Policy Automation Connector for CRM On Demand 10.3.0

Other Releases

Other Resources

Community

The Oracle Intelligent Advisor community is active worldwide, and growing rapidly. There are many ways to meet and interact with other Intelligent Advisor users. Whether it be through Twitter, online communities (Oracle Intelligent Advisor for Service or Oracle Intelligent Advisor general discussion) or in person user groups and trade shows, you can stay informed about Intelligent Advisor through many channels.

Learnmore

Training and Certification

Oracle Partners

Tips and Techniques

Tutorials

  • Tutorial - Siebel Order Line Item Validation (July 2011) (ZIP)

    This tutorial for Oracle Policy Automation (OPA) 10.2 shows how to use OPA to perform complex Order Line Item validation for Siebel. This can be useful when using OPA as part of the Siebel Warranty Management solution, for example.

  • Tutorial - Interview Portlet (January 2011) (ZIP)

    This tutorial for Oracle Policy Automation (OPA) 10.2 provides an example of how to create a standards-compliant Java portlet using the OPA 10.2 Interview Service API.

  • Tutorial - OPA 10.1 How to Integrate Web Services with Oracle Web Determinations (June 2010) (ZIP)

    This tutorial for Oracle Policy Automation (OPA) 10.1 provides an architectural overview, tutorial and walkthrough of integrating Web Services with Oracle Web Determinations for saving and loading data used during an interactive interview. It includes detailed steps on how to use BPEL Process Manager to integrate with Oracle E-Business Suite for determining loan eligibility.

  • Tutorial - Make Decisions Using a JAX Client for OPA Determinations Server (December 2009) (PDF)

    This tutorial for Oracle Policy Automation (OPA) 10.0 is a walkthrough of the direct integration of OPA Determinations Server running a rulebase with a simple Java application. The JAX-WS client creates the request, makes the web service call, and interprets the response. Download sample code

  • Tutorial - Make Decisions Using a .NET Client for OPA Determinations Server (December 2009) (PDF)

    This tutorial for Oracle Policy Automation (OPA) 10.0 is a walkthrough of the direct integration of OPA Determinations Server running a rulebase with a simple .NET client application. The .NET web service client creates the request, makes the web service call, and interprets the response. Download sample code

  • Tutorial - Make Decisions Using OPA Determinations Engine for Java (December 2009) (PDF)

    This tutorial Oracle Policy Automation (OPA) 10.0 is a quick walkthrough the Java API, and will demonstrate how to integrate a rulebase with a very simple command line application. Download sample code

    Note: While many of these tutorial were written for earlier versions of Oracle Intelligent Advisor, most will continue to run in later versions of Intelligent Advisor by following a couple of simple steps. Firstly, make sure to recompile the included project in the version of Oracle Policy Modeling that corresponds to the Intelligent Advisor runtime version you are targeting (e.g. OPM 10.3 if targeting OPA 10.3). Secondly, if the tutorial uses Intelligent Advisor Determinations Server, be sure to alter the SOAP end point to use the URL for the appropriate backward compatibile WSDL that corresponds to the Intelligent Advisor version for which the tutorial was developed.

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