Update 24B
Revision History
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 APR 2024 | Created initial document. |
The table includes a chronological listing of document changes.
Overview
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Feature Summary
Column Definitions:
Features Delivered Enabled
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. |
Action is Needed 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 Mobile Application Template |
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Updated Version of Intelligent Advisor Flow Component in Visual Builder |
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Intelligent Advisor
Intelligent Advisor
Updated Version of Intelligent Advisor Mobile Application Template
There has been a major version update (v3.0.0) to the mobile application template. (The previous version was 2.0.0.)
This version supports building a mobile application in Visual Builder using the features available in the latest Intelligent Advisor Flow Component (v3.0.0).
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The mobile application template is now available in GitHub (instead of in the Component Exchange in Visual Builder).
Key Resources
Access Requirements
- Visual Application developers
Updated Version of Intelligent Advisor Flow Component in Visual Builder
There has been a major version update (v3.0.0) to the Intelligent Advisor Flow component in Visual Builder. (The previous version was 2.2.0.)
This release includes the following new features:
- PDF generation - You can add a page to your flow that defines a template for a PDF form. When running the flow inside a Visual Builder application, there is a button to export the PDF from that page. The PDF data can also be saved into the session, for example, to synchronize the report back to B2C Service.
- Support for flow debugging - The flow debugger can also be used to test a flow in a mobile application. This allows you to trace the source of all data values from input through to rules to values shown on screen, and enables the troubleshooting of logic and relevance conditions that control behavior and visibility of flow elements. You can quickly reproduce issues by running assessments in real world conditions with actual user logins, data connectivity and the full user experience.
- Support for billing - Activity in the Intelligent Advisor mobile application is now recorded by the Intelligent Advisor Flow Component for the purposes of customer compliance and billing.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- Generate a PDF from a flow in a Visual Builder application
- Save PDF data to the session
- Run a flow
- Understand activity metrics in the mobile application
New Developer Tools in the Debugger
Chrome DevTools are now available in the Policy Modeling Debugger.
This enables developers to see everything that is loaded in a web page including resources, JavaScript, CSS styles of elements and so on.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Error logging from the web page is now shown on the Console tab in DevTools instead of in the Debugger itself.
Key Resources
Access Requirements
- Developers
Global Search and Replace in Policy Modeling
The new Search and Replace feature in Policy Modeling enables text phrases to be searched and updated across an entire project.
This allows you to easily refactor project content due to terminology changes, rule reorganization, updated naming standards and so on.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
You are able to preview the change to confirm it is reasonable prior to accepting it.
Key Resources
Access Requirements
- Authors
Custom Functions in Policy Modeling
Rule authors can now define their own functions with parameters as part of the project data model, and call these functions from rule documents.
This allows logic to be shared across rules where the same calculation is needed. They can also be shared across projects by placing them inside an inclusion, and an inclusion could contain any number of custom functions, allowing a library of functions to be created.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Custom functions are fast to learn as they use the same rule syntax as existing features and can be used widely with no negative impact on the performance of the project.
Key Resources
Access Requirements
- Authors
New Web Rules Functions: InRange and OneOf
Several new web rule functions have been added.
These can be used when writing rules in decision service and flow projects to support conditional visibility functionality.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
The functions are:
- InRange - Used to determine whether a number or a date value is within a specified range
- OneOf - Used to determine if a value is one of the of specified values. It has two variations.
Key Resources
Access Requirements
- Authors