10Integrating with Oracle Policy Automation

Integrating with Oracle Policy Automation

This chapter describes how to integrate Siebel Order Management with Oracle Policy Automation to give product selection advice. It includes the following topics:

• About Creating Product Advisors

• Process of Setting Up Oracle Policy Automation to Create Product Advisors

• Using Oracle Policy Automation Product Advisors

About Creating Product Advisors

You can integrate Oracle Policy Automation with Siebel Order Management to create a rule base that guides customers through purchasing decisions by:

• Recommending products, services, or courses of action based on user needs.

• Selecting and configuring products based on product features and user requirements.

Process of Setting Up Oracle Policy Automation to Create Product Advisors

To set up Oracle Policy Automation to create product advisors, the administrator performs the following steps:

1. Integrating the Siebel Application with Oracle Policy Automation

2. Creating the Oracle Policy Automation Rule Base

3. Verifying the Integration

Integrating the Siebel Application with Oracle Policy Automation

You must integrate the Siebel application with Oracle Policy Automation by specifying a symbolic URL.

To integrate the Siebel Application with Oracle Policy Administration

1. In the Siebel application, navigate to Administration - Integration, then WI Symbolic URL List.

2. In the Name field, query for AdvisorsRuleSet

3. If it is not present create a new record with that name.

4. Complete the necessary fields, as shown in the following table.

   Field	Value
   URL	http://<Server>:<Port>/web-determinations/ with OPA server and Port details For example: http://slc02vaa.us.oracle.com:7065/web-determinations
   Fixup Name	InsideApplet
   SSO Disposition	IFrame

5. In the Symbolic URL Argument form (the child applet), complete the necessary fields, as shown in the following table.

   Field	Value
   Name	IFrame
   Required Argument	TRUE
   Argument Type	Command
   Argument Value	iFrame width=750 height=500 frameBorder=On Note: Adjust the Adjust the width and height to suit your requirements for displaying the Advisor popups.
   Append Argument	TRUE
   Sequence	1

6. Log out of the Siebel application, and then log in again.

Creating the Oracle Policy Automation Rule Base

You must create Oracle Policy Automation rule bases that are needed to help with purchasing decisions. The rules that are needed depend on your business model and the products you sell.

For more information creating rule bases, see the Oracle Policy Automation documentation library on Oracle Technology Network.

Verifying the Integration

After you have set up the integration and the rule bases, you can verify the integration.

To verify the integration

1. Navigate to the Sales Order or Quotes Screen, then to the Catalog View and the Get Advice view.

2. Click the Advisors button.

   Note: Right-click this button if you want to open the OPA screen in a different browser window or tab, so you can continue to use the Siebel application without having to close the Advisor.

   What appears depends on how OPA was configured on the server and on what location on the server the URL points at. If you defined multiple of rule bases, it is best to display a list of Advisors, so the user can choose one of the rule bases you created. If you defined only one rule base, it is best to display that rule base directly, without requiring the user to select it from a list.

3. If a list is displayed, click one of the Advisors in the list.

   An Advisor is displayed in the same popup window that the list was displayed in.

Using Oracle Policy Automation Product Advisors

After administrators have set up Oracle Policy Automation to create product advisors, users can access the rule bases to guide purchasing decisions.

The procedure for the user to access the rule base is the same as the procedure that the administrator uses to verify the integration. For more information, see Verifying the Integration.