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 |
|---|---|---|---|
| 26 MAY 2023 | Intelligent Advisor | Updated Version of Intelligent Advisor Flow Component in Visual Builder | Updated document. Delivered new feature in update 23B. |
| 05 JAN 2023 | 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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Create and Update Internal Service Requests and HR Service Requests via Intelligent Advisor |
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Updated Version of Intelligent Advisor Flow Component in Visual Builder |
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Create and Update Internal Service Requests and HR Service Requests via Intelligent Advisor
Internal Service Requests and HR Service Requests can now be created and updated via Intelligent Advisor interviews.
This enhancement enables Intelligent Advisor advice experiences to be confidently applied to a wider set of Fusion Service scenarios.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The data model is consistent with the documented Fusion object REST APIs.
Key Resources
Objects supported for CX Sales and B2B Service
Access Requirements
Integrators
Opt-In Migration of Intelligent Advisor Checkpoint Data
A scheduled process named Migrate Intelligent Advisor Checkpoints is available to move Intelligent Advisor checkpoint data stored in a custom object to the standard interview object that was released in the previous release.
This streamlines the process for moving checkpoint data to the standard object.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If your implementation was previously using the custom object 'OPACheckpoints_c', you will continue to have the 'ORA_ZUP_IA_CONNECTOR_ENABLE_CHECKPOINT_INTERVIEW_OBJECT' profile option set to "N".
When your implementation is ready to move to using the new standard Interview object, your administrator can manually switch this profile option to "Y" to enable the feature, and then the migration job can be run.
Access Requirements
To run the Migrate Intelligent Advisor Checkpoints scheduled process, you must have the privilege 'ZUP_RUN_OPA_CONNECTOR_CHECKPOINT_MIGRATION_ESS_JOB'.
This privilege is assigned to the 'Sales Administrator' Job role allowing users with the 'Sales Administrator' role to execute the migration job.
Updated Version of Intelligent Advisor Flow Component in Visual Builder
There has been a major version update (v2.1.0) to the Intelligent Advisor Flow component in Visual Builder. (The previous version was 1.2.0.)
The release contains several critical enhancements to support the initial Intelligent Advisor mobile application template release:
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A new Flow Session Manager component is included to better manage flow session and flow deployment for offline use, without user interface rendering.
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The Flow component and Flow Session Manager component can now start new flow sessions completely offline with a compiled flow model cached locally in advance.
- The Flow component now:
- supports synchronous inter-page data actions.
- supports a Boolean flow item custom property stage to further divide the rendering into stages and prevent the user from going back to previous stages.
- supports a final confirmation page group and displays a submit button on the last page preceding the group.
- supports fallback control rendering based on a control's data type and input style.
- provides an option to forcedly use the locally cached flow version instead of the latest one deployed in the Hub.
- simplifies the display of the in-component navigation tree.
- only accepts the JWT retrieved from the /flow/start web determinations endpoint as the token property.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
For a full list of changes in the Flow component, see the Changelog in the Intelligent Advisor Flow component documentation (accessed by clicking the component in the Components tab in Visual Builder).
Key Resources
Access Requirements
- Visual Builder application developers