1. Implementing Financial Services
  2. Authorization for Intelligent Advisor Integration

Authorization for Intelligent Advisor Integration

You must configure the open authorization (OAUTH) for Intelligent Advisor integration to perform opportunity need analysis in Oracle CX Sales for Financial Services.

This configuration helps the Oracle CX Sales user to authenticate the Intelligent Advisor connector operation instead of using the sales_admin user role as default.

Note:

Username on the Connection page must be sales_admin as the default value to load the metadata required for interview.

To configure OAUTH in Intelligent Advisor connector:

  1. Sign in to Intelligent Advisor Hub using Administrator role.

  2. Navigate to Connections.

  3. Open the Intelligent Advisor connection that you created for Opportunity Needs Analysis.

  4. Select Metadata only from the drop-down list for Applies to field.

  5. Enable the Requires OAUTH bearer token in HTTP header on Load and Save actions check box.

  6. Enter the URL Parameter value as jwt.