Configuring Parameters for Resuming Interviews

By default, if you start an interview in Siebel Public Sector, you can resume it and complete it at a later stage. However, you can modify the default configuration so that you can specify at which point of the application an interview can be resumed in Siebel Public Sector.

The OPA Interview Framework Service business includes the InvokeWorkflow method, which calls the OPA Interview Service Main workflow. This workflow enables you to resume the saved interview. For more information on the OPA Interview Framework Service business service, see Intelligent Advisor Interview Framework Service.

To configure parameters for resuming interviews

1. Launch Siebel Tools.

2. From the Object Explorer window, select Applet.

   The Applets window appears.

3. From the Object Explorer pane, select Applet User Prop.

4. Ensure that the following applet user property is configured:

   • Property Name. CanInvokeMethod: Resume

   • Property Value. [IsResumeAllowed]="TRUE"

5. From the Object Explorer pane, select Business User Component Prop.

6. Locate and select the Named Method business component property.

   Named Method has the following setting by default:

   "Resume", "INVOKESVC", business_component_name, "OPA Interview Framework Service", "InvokeWorkflow", "Action", "RestoreSession", "ApplicationRowID", row_ID, "IsStartWithFirstScreenAfterResume", TRUE_or_FALSE_expression, "MappingName", mapping_name_provided_for_OPA Mappings_interview

   The following table describes the parameters and values you can use for the Named Method business component property.

   Parameter	Value	Description
   N/A	PUB Application	You must pass this business component name for CanInvokeMethod:Resume.
   N/A	OPA Interview Framework Service	You must pass this business service name for CanInvokeMethod:Resume.
   N/A	InvokeWorkflow	You must pass this business service method name for CanInvokeMethod:Resume.
   Action	RestoreSession	This parameter determines which action is performed when you click the Resume button.
   ApplicationRowID	[id]	This is the row ID of the saved record and is a business component field.
   IsStartWithFirstScreenAfterResume	"IIF ([Status] = LookupValue ('PUB_APP_STATUS', 'Saved'), 'FALSE', 'TRUE')"	This parameter determines whether the interview resumes from the first screen of the application or whether it resumes from the the screen on which it was saved. See Step 7.
   MappingName	ApplyForBenefitsMappings	The mapping name that is created for the policy model.

   In this example, Pub Application is the sample business component in the default configuration, and Named Method is configured as follows:

   "Resume", "INVOKESVC", "PUB Application", "OPA Interview Framework Service", "InvokeWorkflow", "Action", "RestoreSession", "ApplicationRowID", "[Id]", "IsStartWithFirstScreenAfterResume", "IIF ([Status] = LookupValue ('PUB_APP_STATUS', 'Saved'), 'FALSE', 'TRUE')", "MappingName", "ApplyForBenefitsMappings"

7. To configure the IsStartWithFirstScreenAfterResume parameter so that the interview resumes from the first application screen, update the parameter value to the following:

   "IIF ([Status] = LookupValue ('PUB_APP_STATUS', 'FirstScreen'), 'FALSE', 'TRUE')"

Authenticating Web Service Communications with Intelligent Advisor

In the preconfigured Siebel Public Sector Self Service application, Web service communications with Intelligent Advisor are anonymous. User credentials are not required for such communications. You can complete the task in this topic so that user credentials are required for such communications.

Before you complete this task, you must secure the policy model that is deployed as a Web service. For more information about completing this task, see Oracle Policy Modeling User Guide on Oracle Technology Network.

To authenticate Web service communications with Intelligent Advisor

1. In Siebel Public Sector, navigate to the Administration - Integration screen, then SSO Systems Admin List View.

2. Locate the System Name described in the following.

3. In the SSO System Users list, create a new record, and complete the fields described in the following table.

   Field	Comments
   Siebel Login Name	Select the existing Siebel login name (for example SADMIN), or create a new Siebel login name.
   Login Name	Type the login name for Intelligent Advisor.
   Password	Type the password for Intelligent Advisor.

4. Change the following:

   • Secure Connection. Change to YES or TRUE.

   • SSO System Name. Change to the system name that you designate in Step 1 (for example, Intelligent Advisor Interview Service).

   • Siebel Login Id. Change to the login name that you designate in Step 1 (for example, SADMIN).

These values are parameters in the OPA Integration Mapping View of the Administration - Integration screen.

Note: The Secure Connection field is valid only if Intelligent Advisor Hub where a policy model is deployed is secured with settings "Allow access to users only with the Web Service API role" enabled under "Change Web Service API Access Control" for Users in Intelligent Advisor Hub. If the value in the Secure Connection field is False, then the security settings for anonymous access, that is the Allow Anonymous Access field, must be set to true in the Intelligent Advisor Hub. For more information about Hub security settings, see the topic on Intelligent Advisor Permissions, in the Project Administration Guide in the Intelligent Advisor Documentation library.

The Invoke WorkFlow method is used to invoke the application-specific driver workflow, for example, the OPA Interview Service Main Workflow. This method uses all the mapping parameters configured for the OPA Interview Service Main Workflow as described in Process of Integrating Intelligent Advisor in Siebel CRM.

The Invoke Workflow method in the OPA Interview Framework Service business service calls the OPA Interview Service Main Workflow. For more information about the methods in this business service, see Business Services for Intelligent Advisor.