1. Integrating and Extending Oracle Content Management
  2. Enabling Oracle Content Management Integrations
  3. Integrate with Other Oracle Applications and Services
  4. Integrate with Oracle Intelligent Advisor

Integrate with Oracle Intelligent Advisor

Why Integrate with Oracle Intelligent Advisor?

The integration of Intelligent Advisor with Oracle Content Management (OCM) lets you add an Intelligent Advisor component to a site page in OCM. As a result, you give users access to Oracle Intelligent Advisor (formerly Oracle Policy Automation) functionality, which implements online "interview" scenarios, such as feedback for troubleshooting or eligibility assessments for services. Intelligent Advisor delivers advice across channels by capturing rules in Microsoft Word and Excel documents, then building interactive customer service experiences called interviews around those rules.

Note:

Only administrators with the enterprise user role can enable integration with Intelligent Advisor. If you aren't an enterprise user, the Oracle Policy Automation Cloud Integration option is grayed out in Oracle Content Management.

Prerequisites

There are prerequisites before you begin the integration process. Integrations generally require configurations in both applications that are being integrated. So check the documentation on both sides. In addition to the requirements on the OCM side, you need a subscription for the product that you intend to integrate with OCM. Please also see the Intelligent Advisor documentation. On the Oracle Content Management side, you will need an Oracle Cloud Account, an OCM instance and be assigned with the right access roles.

Integration Process

On the Intelligent Advisor side, interviews must be created and stored on the host site. In addition, the Intelligent Advisor administrator must add the Oracle Content Management domains (*.documents.* and *.sites.*) to the list of hosts authorized to embed interviews. See Configure security for embedded interviews in the Intelligent Advisor documentation.

On the Oracle Content Management side, you need to configure integration with Intelligent Advisor:

  1. After you sign in to the Oracle Content Management web application as an administrator, open your user menu and click Administration.
  2. In the Administration menu, click Integrations.
  3. Under Oracle Integrations, select Oracle Policy Automation Cloud Integration to enable the service, and then set these values:

    • Service URL: Enter the URL of the Intelligent Advisor Cloud Service.

    • Service User: Enter the name of the Intelligent Advisor user. This user must be an Integration user and must have the Deploy Admin role for the Intelligent Advisor collections. See Create an account for application integration in the Intelligent Advisor documentation.

    • Service Password: Enter the user password.

After both services have been configured for integration, Oracle Content Management users can add an Intelligent Advisor component to site pages.