This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 18 NOV 2022 | Created initial document. |
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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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Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2) |
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Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2) |
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Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2) |
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Web Authoring of Custom-Rendered Interactive Advice Flows (22C Monthly Update 2)
Flow projects in Intelligent Advisor Hub allow any user to design an interactive advice flow in a web-based authoring environment. Flows authored in Intelligent Advisor Hub are similar to Policy Modeling interviews, but with greater flexibility when it comes to rendering controls and how data enters the session.
Rules in a flow project drive form behavior and decisions based on input values, with input data coming from external sources and from the user interacting with the defined input controls which have been placed in a certain order within pages and other grouping controls by a flow author.
Each flow is built upon a flow scheme, and it is the flow scheme which defines the names of controls as they appear to both flow authors within the Hub, and to any application which is interacting with the Flow Engine API to determine what controls to render.
Some of the key benefits of this new approach include:
- No desktop install is needed. Any expert that wants to create an advice flow can do so, on any device. They just need a login to Intelligent Advisor Hub.
- The use of flow schemes allows an advice architect to define the set of controls and data actions that should be available to advice authors.
- The API first approach of the Flow Engine API ensures that you can deliver advice experiences that mesh seamlessly with your enterprise architecture, no matter what your IT team prefers to use. Angular, React, or any other web-based framework can be used to render these Intelligent Advisor interviews however you wish.
Steps to Enable
To enable this feature you need to log a Service Request (SR).
Tips And Considerations
A comprehensive example is provided, to get you started.
Key Resources
Role And Privileges
- Authors and Managers
Intelligent Advisor Flow Component in Visual Builder (22C Monthly Update 2)
The Intelligent Advisor Flow component in Visual Builder allows for the easy rendering of Intelligent Advisor flows in web or mobile applications.
The component:
- Supports the controls defined in the Intelligent Advisor flow scheme of the current flow. The runtime visibility and optionality of the supported controls are always respected. The current errors associated with an individual-supported control are displayed.
- Allows several style options to customize the Intelligent Advisor flow runtime look.
- Supports seeding and updating the global input data defined in the associated flow scheme.
- Exposes any data action in a flow to the component consumer via an event and a component method. Some special data actions for common use cases are handled with some extra built-ins.
- Handles the formatting of an input control according to whatever custom formatter is defined in the flow scheme and associated with that control.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
There are certain prerequisites for successfully embedding an Intelligent Advisor flow in an Oracle Visual Builder application. The prerequisites are that:
- Flow authoring is enabled for your Intelligent Advisor Hub. (To have this optional feature enabled, please contact Oracle Support.)
- The flow has been deployed and activated.
- Embedded flows have been authorized for the Visual Builder site.
Key Resources
Role And Privileges
- Visual Builder application developers
Get a Report of Project Inclusions Using the REST Service (22C Monthly Update 2)
You can now get a report of project inclusions as a JSON array using the REST API (v12.2.28).
This allows managers to generate project inclusions reports non-interactively.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
There are three versions of the report:
- A global report that lists all projects included by other projects. (This is the direct equivalent of the information already available through the Hub Inclusions report.)
- A per-project report that lists, for the named project, the projects and versions directly included, for each version of this project.
- A per-project-version report that lists, for the named project and version, all the projects and versions directly included.
These reports can also be obtained as CSV data.
Key Resources
Role And Privileges
- Managers