This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 17 JUN 2022 | Intelligent Advisor | Attach Interview Transcripts | Updated document. Delivered new feature in update 22B. |
| 26 MAY 2022 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in Oracle B2C Intelligent Advisor and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable to begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
For a listing of hardware and software requirements for Oracle products, log in to our support site and access Answer ID 31.
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
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Support for B2C Service Decimal Data Type in Intelligent Advisor |
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Debug Unsubmitted Interview Values
There is a new option in the Debugger that allows you to include unsubmitted data in the inferencing that occurs in real time as screen data is entered. This enables you to use the Data and Decision views to understand behavior that occurs on an interview screen before the screen is submitted.
This is useful, for example, when debugging validation rules that prevent the screen from being submitted, or for investigating a visibility condition on a single-screen interview that doesn’t have a next button.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
While this mode is enabled, all of the input values on the current interview screen are visible in the Data tab and the Decision tab for further examination, including all the inferred values derived from those input values. Additionally, the screens and controls shown on left hand pane of the Interview tab, including the Details window, reflect the partially entered values, so the effects on visibility, relevance, default values and so on can be seen.
Key Resources
Role Information
- Policy testers
French and Spanish Web-based Rule Authoring
To support the writing of decision service rules in the language of business experts, the following functionality has been added:
- You can choose French or Spanish (or English) as the authoring language for decision service projects. Language-specific rule function names are available for each of the supported languages.
- You can use characters from any language when naming decision service fields and objects.
- You can choose the format of numbers and dates (from a limited selection) and all literal values in rules must conform to these formats.
This feature allows French and Spanish speakers to write decision service rules in their native language so that they accurately reflect their source material.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
These settings are available as part of the Rule Language Settings accessed via the Actions menu in a decision service project.
Key Resources
- Write rules in other languages
- Change the format of numbers and dates
- Function Reference (French)
- Function Reference (Spanish)
Role Information
- Decision service project authors
Generate PDF/UA Accessible Forms
There is a new option to make forms generated in an interview from RTF templates be PDF/UA (ISO 14289) compliant.
This gives interview designers the ability to generate forms that conform to the PDF/UA standard to ensure maximum accessibility.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
To use this option, all fonts must be embedded or substituted.
Key Resources
Role Information
- Interview designers
Support for B2C Service Decimal Data Type in Intelligent Advisor
Intelligent Advisor now supports the B2C Service decimal data type for fields.
This facilitates the storing and retrieving of floating-point numbers without having to write rules or code to transform the text.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
When an Intelligent Advisor attribute is associated with a Decimal field in B2C Service, the properties of the Decimal field (the minimum and maximum values allowed for the field, and the number of digits to the right of decimal point) can be seen by hovering over the field name in the Mapped out drop down in the Edit Attribute dialog in Oracle Policy Modeling.
Key Resources
Role Information
- Policy Modeler
An interview transcript, that contains all of the interview questions asked and answers given during the interview, can now be submitted to a connected application as an attachment (in JSON format).
The transcript enables system integrators to build standard transcript handling extensions that can process advice history for review and analytic purposes.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The attached file name includes the deployment name to identify the source of the advice.
Key Resources
Role Information
- Interview designers