Understanding Integration of OPA with PeopleSoft

Integrating OPA with your PeopleSoft environment enables PeopleSoft to leverage the following benefits.

  • Enables business analysts to author rules in Oracle Policy Modeling (OPM) using natural language sentences written either in Microsoft Word or Microsoft Excel.

  • Enables business analysts to build and process complex rules on Oracle Determinations Server outside of PeopleSoft components.

Integrating Oracle Policy Automation in PeopleSoft environments requires the proper configuration and use of the following systems, tools, and technology.

Required Item



PeopleSoft installation for Oracle.

Oracle Policy Automation

Oracle Policy Automation installation and administration documentation.

Note: OPA 12.2.4 version is recommended.


See Understanding Oracle Policy Automation PeopleCode.

Integration Process Flow

The integration of OPA with PeopleSoft environments is at two levels, namely, design time and run time.

During design-time integration, a PeopleSoft Application Data Model is identified and configured with OPA and is exposed to OPA Hub. The data model that is exposed to OPA Hub is made available in OPM Modeling IDE to author rules and build a Rulebase.

During run-time integration, an ASSESS request is built with data present in the PeopleSoft Application Data Model, which is sent to OPA Determinations Server to obtain a response with calculated outcomes for the data.

Steps 1 to 4 are part of the design–time integration and steps 5 and 6 are part of the run-time integration.

  1. Create a data model in PIA.

    To create a data model, you use the Data Model page.

    See Creating a Data Model.

  2. Expose the data model to OPA Hub through a web service (OPA_ADMIN).

    See ProcessRequest Class Methods.

  3. Configure web service connection on OPA Hub Admin Console to fetch the data model created in PIA.

    To set a URL for a web service connection in the OPA Hub Admin Console:

    1. Log in to OPA Hub Admin Console.

    2. Click the Connections tab.

    3. Select Create New Web Service Connection, and enter a URL for web service in the following format:


      Example of URL:


    For more information on using the OPA Hub Admin Console, see the administration documentation for Oracle Policy Automation.

    Note: You need to configure separate web service connections on OPA Hub Admin Console for each data model that you create on PIA.

    The access to the web-service URL may or may not be secured. If the OPA Hub Administrator chooses to secure access to the web service, you must set the Request Verification field appropriately on the OPAGETMETADATA service operation page.

    See Specifying General Service Operation Information.

  4. Download the rulebase and rules project.

    To download the rulebase and rules project, use the Rules page.

    See Working With Rules Project and Rulebase

    Open the PeopleSoft delivered Rules Project in the OPM Modeling IDE and configure the Rules Project to the OPA Hub. Then select the web service connection in OPA Hub, which will fetch relevant data model to be used with the Rules Project.

  5. OPA_ASSESS service operation needs to be configured to connect to the Determinations Server hosting the PeopleSoft–delivered Rulebase.

    For configuring the OPA_ASSESS service operation, go to Connector Properties tab of its Routing and add the URL property to the Rulebase deployed on OPA Determinations Server. Ensure that the web–service URL follows this format. At run-time, the OPA_ADMIN:ProcessRequest service appends the Rulebase name to the URL.


    Example of URL:


    Note: At run-time, ASSESS request is sent without any user credentials in it.

    For the ASSESS request to be sent successfully to OPA Determinations Server and to get a response without user authentication, you must complete these steps:

    1. Log in to OPA Hub Admin Console.

    2. Select Users tab.

    3. Click the Actions drop-down list, and select Change Web Service API Access menu.

    4. Select the Allow Anonymous Access check box.

      These steps ensure that the Rulebase WSDL can be accessed without user authentication.

    For more information on using the OPA Hub Admin Console, see the administration documentation for Oracle Policy Automation.

  6. Invoke OPA_ADMIN:ProcessRequest through an AE program.

The implementation, maintenance, and use of Oracle Policy Automation in PeopleSoft environments requires the OPA Admin role that has the PTPT5200 permission list.

Note: The OPA Admin role and PTPT5200 permission list are delivered by PeopleTools.