Siebel Advisor and Open UI

Siebel Advisor does not support Open UI for IP2014. If you are using the High-Interactivity user interface, you can upgrade to IP2014 and continue to use Siebel Advisor.

If you are using Open UI, you can use Oracle Policy Automation to create a rule base that guide customers through purchasing decisions in the same way that Siebel Advisor does.

Setting Up Oracle Policy Automation to Replace Siebel Advisor

To set up Oracle Policy Automation to replace Siebel Advisor, the administrator must:

• Set up Oracle Policy Administration Connector to integrate the Siebel application with Oracle Policy Administration.

• Create the Oracle Policy Automation rule bases that are needed to help with purchasing decisions.

For more information creating rule bases, see Oracle Policy Automation Connector for Siebel Developer's Guide on Oracle Technology Network.

Using Oracle Policy Automation to Replace Siebel Advisor

After administrators have set up Oracle Policy Automation as a replacement for Siebel Advisor, users who are using Open UI can access the rule bases to guide purchasing decisions by using the following procedure.

To use Oracle Policy Automation to replace Siebel Advisor

1. Navigate to the Quotes or Sales Order screen, then to the My Quotes or My Sales Orders view.

2. Click the name of a quote or sales order to display the Catalog, and then click Get Advice in the view bar.

   The Siebel application displays a list of Advisors, listing all Oracle Policy Automation rules bases available for needs analysis.

3. Click the Advisor that you want.

   The Siebel application opens an Oracle Policy Automation session that guides the user through the decision and displays a list product results that meet the customer's needs.

4. Copy a product name from the list of product results and paste it into a Quote or Order line item.