- Revision History
- Overview
- Feature Summary
- Intelligent Advisor
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- Intelligent Advisor
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- Multiple Document Support for Decision Service Projects
- Oracle Integration Connection Supports OAuth
- Migrate Policy Modeling Project Rules to a Flow Project
- Updated Version of Intelligent Advisor Interview Component in Visual Builder
- User Set Data on Inferred Records
- Rule Table Authoring Improvements
- Export Debugger Session as Batch REST
- Project Comment Enhancements in Intelligent Advisor Hub
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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 | Module | Feature | Notes |
|---|---|---|---|
| 31 AUG 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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Updated Version of Intelligent Advisor Interview Component in Visual Builder |
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Multiple Document Support for Decision Service Projects
Decision service projects now support the creation of multiple rule documents.
This improves the authoring and navigation of decision service rules in Intelligent Advisor Hub, particularly for projects with complex rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
There is a new Project tab that displays an overview of the decision service project. It shows the rule documents that make up the project. There is a button for creating additional rule documents in the project.
Key Resources
Access Requirements
- Author or Manager
Oracle Integration Connection Supports OAuth
Intelligent Advisor connections to Oracle Integration 3 now support OAuth token based authentication for invoking integrations.
Token based authentication allows Intelligent Advisor Hub to acquire a token that is also sent as part of the request sent to invoke an integration.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
This involves setting up a client application in the Identity Cloud Service Stripe of the Oracle Integration instance with JWT Assertion as the scheme and importing the Intelligent Advisor public key as a certificate.
Key Resources
- Prerequisites for using an OAuth 2.0 grant with the Intelligent Advisor adapter in Oracle Integration
- Create a confidential application to connect to Oracle Integration
- Get the Intelligent Advisor Hub OAuth certificate
Access Requirements
- System integrator
Migrate Policy Modeling Project Rules to a Flow Project
An Intelligent Advisor flow migrator tool is now available.
This Node.js tool can be used to migrate the rules contained inside an Oracle Policy Modeling project into an Intelligent Advisor Flow project.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- The migrator is somewhat configurable via a settings file, but the full source of the migrator is provided so it can be adapted to the needs of particular projects.
- The migrator tool does not currently handle interview screens or mapped data.
Key Resources
Access Requirements
- Developer
Updated Version of Intelligent Advisor Interview Component in Visual Builder
There has been a minor version update (14.7.0) to the Intelligent Advisor Interview component in Visual Builder.
This release of the component adds an opaInterviewFailed event which provides the ability to detect when an interview embedded using the Visual Builder JET-based component fails to load.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Note that the opaInterviewFailed event will not fire as a result of a Cross-Origin Resource Sharing (CORS) error when the Visual Builder site has not been added to the list of accepted CORS hosts in Intelligent Advisor Hub. This is expected behavior due to the way that browsers handle HTTP requests that fail due to CORS errors.
Key Resources
Access Requirements
- Visual Builder application developers
User Set Data on Inferred Records
Rules authors of decision service and flow projects can now create a primary record list with a stable identity.
This provides the ability to reference a specific list record in rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Object rules may now have an optional identifier column. When an object rule has an identifier column, then the primary record list which is generated by the object rule will consist of named records. A named record may be referenced in rules.
Key Resources
Access Requirements
- Author
Rule Table Authoring Improvements
Table rule authoring in decision service and flow projects has been enhanced.
You can now:
- add a new row above or below the one in focus so that you can add new data into the most logical place in your table
- duplicate a table row so that you can quickly enter very similar data
- more easily select rows and tables for copying and pasting of data
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You can use the shortcut CTRL+A to select the entire rule document for copying.
Key Resources
Access Requirements
- Author
Export Debugger Session as Batch REST
There is a new option in Policy Modeling Debugger to export the debug session in the JSON format used by the Batch Assess REST API.
This allows authors to construct and convert test cases for use during automated testing and one-off troubleshooting of Intelligent Advisor integrations.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The file has a JSON structure that contains two sections:
- outcomes - These are the attribute values that are to be returned by the batch assess service for each case.
- cases - These are the cases for the batch assess service to run.
Key Resources
Access Requirements
- Developers
Project Comment Enhancements in Intelligent Advisor Hub
Comments (or descriptions) associated with project versions can now be edited for Policy Modeling projects in Intelligent Advisor Hub. Comments can also be added for decision service, flow and flow projects when committed in the Hub.
This feature enables errors or oversights to be corrected and significant points to be noted.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
These changes are supported in the Projects REST API.
Key Resources
Access Requirements
- Authors