Oracle Policy Automation

Oracle Policy Automation is used to implement online ‘interview” scenarios, such as feedback for troubleshooting or eligibility assessments for services. It delivers advice across channels by capturing rules in natural language Microsoft Word and Excel documents, then building interactive customer service experiences called interviews around those rules.

Before you can use the Oracle Policy Automation feature, it must be configured and enabled. Your service administrator enables the feature for your service, including adding the host name, URL, user name, and password for the Oracle Policy Automation hub in use. The integration between the two services requires SSO sign-ons, so both services must be in the same identity domain. See Integrate with Oracle Policy Automation Cloud Service in Administering Oracle Content and Experience Cloud.

On the Oracle Policy Automation side, interviews must be created and stored on the host site. In addition, your Oracle Content and Experience Cloud service must be authorized for use by the Oracle Policy Automation host.

Once Oracle Policy Automation is configured and enabled, you can add an OPA component to a page on your site.

  1. Navigate to the page you want to edit and make sure that Edit switch is set to Edit.

  2. Add the component to the page. The component appears in the Integration section of the Component list.

  3. To edit the component and its appearance, click its menu icon Component Menu icon, and choose Settings. You can adjust the label for the component, its appearance, size, and alignment. Use the Style tab to use the default style associated with the interview from the Oracle Policy Automation host. For more advanced styling, edit or add style classes in the design.css files in the theme designs folder of the current site template. The style class prefix is scs-opainterview-.

After your site is published, your site visitors will see the interactive interview that is chosen in the Oracle Policy Automation component. For more details about Oracle Policy Automation, see the Oracle Policy Automation library documentation.