- Revision History
- Overview
- Feature Summary
- B2B Intelligent Advisor
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- Intelligent Advisor
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- Default Visibility for List Inputs
- New Permissions for API Clients
- Download a Project using the REST Service
- Enhancements to Deployed Decision Service Projects
- New Data Types and Functions in Decision Service Projects (22B Monthly Update 2)
- Control Access to Intelligent Advisor Interviews with Oracle Identity (22B Monthly Update 2)
- Intelligent Advisor Component in Visual Builder Supports Interview Redirection
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- Intelligent Advisor
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 |
|---|---|---|---|
| 01 SEP 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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New Data Types and Functions in Decision Service Projects (22B Monthly Update 2) |
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Control Access to Intelligent Advisor Interviews with Oracle Identity (22B Monthly Update 2) |
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Intelligent Advisor Component in Visual Builder Supports Interview Redirection |
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Default Visibility for List Inputs
When using a list input in an interview, you can now specify a default visibility for the list, and individual values in the list can reference the default visibility. For example, you may want the default starting point to be for all list items to be hidden, and then you can manually select which individual list items you want to show.
This gives interview designers complete control over whether new values are automatically displayed to users, simplifying and streamlining the uptake of new values.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
An attribute can be used to condtionally determine the default visibility of the list items.
Key Resources
Role And Privileges
- Interview designer
New Permissions for API Clients
The following roles can now be added to API clients in Intelligent Advisor Hub:
- Viewer - this allows API clients to view projects
- Author - this allows API clients to view and edit projects
This means that minimal privileges (read-only or limited permissions) can be provided when automating project lifecycle tasks.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
These roles can also be added or removed from an API Client using the Users REST API and Workspaces REST API.
Key Resources
Role And Privileges
- System integrators
Download a Project using the REST Service
Managers can now download a Policy Modeling project version from Intelligent Advisor Hub and build it using the Oracle Policy Modeling build command-line tool. The functionality available in the Projects REST API (v12.2.28) has also been expanded to include Policy Modeling projects (previously it only supported decision service projects).
This allows managers to then deploy it non-interactively to their integration testing environment.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You can specify "latest" as a project version value to download the latest version.
Key Resources
Role And Privileges
- Managers
Enhancements to Deployed Decision Service Projects
You can now allow a deployed decision service to be shared with all workspaces. In addition, there is now a warning message if you attempt to delete a deployed decision service project that is referenced from a Policy Modeling project.
This allows Hubs with teams working in different workspaces to place a common decision service in a single, shared workspace.
Steps to Enable
You don't need to do anything to enable this feature.
New Data Types and Functions in Decision Service Projects (22B Monthly Update 2)
Two new field data types have been introduced for decision service projects to enable authors to work with relationships between records. A reference refers to a single record, and a reference list is an ordered list of references to records.
New functions have been added so authors can make decisions for more complex object scenarios.
For example, filtering a provided list of records for internal use within the decision service, working on record lists that were defined in rules, and creating references to records of interest so you can reason about them.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
For those users familiar with working with entities and relationships in Policy Modeling, a record is equivalent to an entity instance, a reference is similar to a to-one reference relationship, a reference list is similar to a to-many reference relationship.
Key Resources
Role And Privileges
- Authors
Control Access to Intelligent Advisor Interviews with Oracle Identity (22B Monthly Update 2)
Oracle Identity can now be configured as an authentication provider for interviews so users and groups managed in Oracle Identity Cloud Service can be associated with Intelligent Advisor for access control purposes.
Intelligent Advisor interviews validate access with Oracle Identity on launch, so that only authorized users can initiate an interview session. This eliminates the need for custom authorization via an Intelligent Advisor web service connector, which also ensures Intelligent Advisor sessions are not consumed by unauthorized users.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If the interview is not embedded (that is, the user is accessing the startsession or resumesession URL directly) and the user is not already authenticated with Identity Cloud Service, then they will be redirected to log in. If the interview is embedded (that is, using the OraclePolicyAutomationInterview.BatchStartOrResume API), then the site embedding the interview must provide the user’s existing access token to the API.
Key Resources
Role And Privileges
- Administrators
Intelligent Advisor Component in Visual Builder Supports Interview Redirection
The Intelligent Advisor component in Visual Builder now supports the redirection from one Intelligent Advisor interview to another.
This is possible without requiring any kind of re-authentication in order to load and save data from the relevant connection (if there is one).
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You can seed data from the first interview into the second interview.
Key Resources
Role And Privileges
- Interview designers