What's New

Update 24A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Feature Summary

Intelligent Advisor

Intelligent Advisor

Data Tab Added to Decision Service Authoring UI

When editing a decision service, there is now an additional tab on the left tab panel which displays the data model view.

The ability to view the data model makes it easier for decision service authors to manage their projects.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Note that the data model tab is only available when editing the draft (that is, the data model tab won't be available when viewing a committed version).

Key Resources

• Decision service editing user interface

Access Requirements

• Decision service authors

Authenticate Interview Extension Connections Using Access Tokens from Authorization Providers

Identity Cloud Service access tokens obtained for interviews which are in secured workspaces can now be used in interview extension connections.

Requests to the interview extension endpoint can include the access token in the authorization header to make authorized requests on behalf of the logged in user, such as verifying the user to call secure REST APIs.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

In the settings for the interview extension connection, select the Authentication option Use access token from authorization provider.

Key Resources

• Create a connection for use by interview extensions

Access Requirements

• Authors of IDCS authenticated interviews

Review and Edit Web-Authored Project Comments

There is now a version history panel that shows all historical web-authored project versions including commit comments. Managers can edit any existing comment for a web-authored project version.

This ensures an accurate history for web-authored project versions can be maintained when the original comments were incorrect.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

All comment edits are recorded in the Hub Audit log for traceability.

Key Resources

• Edit project comments

Access Requirements

• Managers of web-authored projects (edit access)
• Authors/Viewers of web-authored projects (review access)

Enhancements to Tool for Migrating Policy Modeling Projects to Web-Authored Projects

The Intelligent Advisor migrator tool has been enhanced to migrate screens from a Policy Modeling project to a flow project. In addition, it also now supports the migration of Policy Modeling projects to decision service projects.

Using the migrator tool saves time when migrating large projects.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The tool is available in GitHub, with full details on how the migrator works available in the readme and migrator-technical documentation files there.

Key Resources

• Migrate a Policy Modeling project to a flow project
• Migrate a Policy Modeling project to a decision service project

Access Requirements

• Managers of web-authored projects

Decision Service Usage Report

You can now see which projects and deployments are using a deployed decision service by generating a References Report from Intelligent Advisor Hub.

Having this information enables you to: 

• confidently change decision services knowing which projects will be impacted
• automate downstream project lifecycle and testing tasks triggered by decision services changes

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can also get this report as a JSON array via the Deployments REST API.

Key Resources

• See which projects and deployments use a decision service
• Using the Deployments REST API

Access Requirements

• Decision Service Managers

Export Interview Session Data

For those working with Intelligent Advisor interviews embedded within other applications and websites, it is now much easier to debug interviews during testing. Within an interview, if the tester sees an issue they can press Ctrl+F7 to export all current session data, included loaded data and valid data on the current screen. The rule author can then import that file into the Policy Modeling Debugger to troubleshoot in detail, including with integration data that would otherwise be difficult to capture.

This allows a tester to capture unexpected interview state during integration and acceptance testing, and understand exactly what data has been loaded into an interview to troubleshoot issues with data integrations.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is only available for Cloud customers and is enabled out of the box for test sites only.

Key Resources

• Test interview session data

Access Requirements

• Testers

Hide Navigation Panel in Web Rule Documents

Decision service and flow rule authors now have the option to hide the navigation panel so that they can see more of the rules.

This allows authors to review and edit wide rule tables without as much need for horizontal scrolling.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

The navigation drawer can be hidden by clicking the drawer button in the top right of the rule editor in order to maximize the editing area of the window. It can be re-opened by clicking the same button.

Key Resources

• Rule editor user interface

Access Requirements

• Web rule authors

Revert Policy Modeling Project to Earlier Version from Hub Project Version List

On the Project page in Intelligent Advisor Hub, a user with author permission can now revert to an earlier version of a Policy Modeling project in the repository.

This enables an author to quickly rollback to the last known good project version to effectively undo any regretted changes, without downloading and uploading.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If any other users are working on project items (that is, some project items are locked), those items will be shown in a table in the Revert project dialog and you will be advised that reverting the project will steal ownership of those items.

Key Resources

• Revert a project to an earlier version

Access Requirements

• Authors

Extend Session Timeout via Interview Extension

Interview integrators that have Intelligent Advisor interviews embedded within a wider context can now keep them alive via an interview extension.

This enables interviews to be used reliably in applications where the user can be inactive for longer than 30 minutes.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

• This feature adds a new method to the interview object called ping(), which when called, will defer the interview session expiry.
• This method can also be used to provide custom behavior when expiry has occurred.

Key Resources

• interview object

Access Requirements

• Integrators