1. Implementing Financial Services
  2. Set Up Intelligent Advisor Interview

Set Up Intelligent Advisor Interview

You must set up Intelligent Advisor interview to configure policy model deployment, products, and attributes required for working with financial services.

Prepare Intelligent Advisor Interviews for Financial Services

Seven Intelligent Advisor interview projects are provided with Oracle CX Sales for Financial Services. These projects are designed to provide decision making advice as part of the Needs Analysis feature. The feature can be changed and maintained to meet the needs of your organization. Using Oracle Policy Modeling, prepare these seven projects to work with your specific Oracle CX Sales implementation.

Depending on the version that you require, you must open either the Financial_Services_R13_1805_CPB20180713 compressed file or the Financial_Services_R13_1802_CPB20180713. Both Financial_Services_R13_1805_CPB20180713 compressed file and Financial_Services_R13_1802_CPB20180713 compressed file are available at Collaterals for Oracle CX Sales for Financial Services (My Oracle Support Document ID 2077119.1). Financial_Services_R13_1805_CPB20180713 compressed file contains a directory named R13 1805. Financial_Services_R13_1802_CPB20180713 compressed file contains a directory named R13 1802. The R13 1805 directory contains seven Intelligent Advisor sample interviews named R13 Opportunity Interview, R13 Lead Interview, R13 Contact Needs Analysis, R13 Household Needs Analysis, R13 Commercial Banking Account Interview, R13 Commercial Banking Opportunity Interview, and R13 Commercial Banking Lead Interview. The R13 1802 directory contains seven Intelligent Advisor sample interviews named R13 Opportunity Interview, R13 Lead Interview, R13 Contact Needs Analysis, R13 Household Needs Analysis, R13 Commercial Banking Account Interview, R13 Commercial Banking Opportunity Interview, and R13 Commercial Banking Lead Interview.

You must perform the following steps for each of the interviews.

  1. You must open Interview folder.

    You can see a file of the type XPRJ.

  2. Double-click and open the file.

    The file opens in Oracle Policy Modeling.

  3. Navigate to the Oracle Policy Modeling Data tab and click Mapping Settings.

  4. Next to Connection, click the Change Hyperlink on the Mapping Setting dialog box and provide Intelligent Advisor Hub URL, Hub User name, and Password. Provide the information and sign in to the hub.

  5. Select the connection created on Intelligent Advisor Hub and click OK. For more information on creating the connection, see the topic Integrate Intelligent Advisor in the Oracle CX Sales Implementing Sales guide.

  6. Go to Interview tab in Oracle Policy Modeling and navigate to Confirmation in the pane. Click Submit.

  7. Click Submit and Redirect on the drop-down list. Note that the check box corresponding to the Submit and Redirect option is already selected.

  8. For Opportunity interview, copy the following URL and paste it in the Redirect URL box.

    https://<crm_host_name>/crmUI/faces/CrmFusionHome?isFuseTF=Y&tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&TF_subTabName=Summary&TF_skipToEditOptyId=%OptyId%

    The crm_host_name can be obtained from the Oracle CX Sales URL, for example, if https://fuscdrmsmc318-fa-ext.oracle.com/crmUI/faces/ is the Oracle CX Sales URL, the crm_host_name will be fuscdrmsmc318-fa-ext.oracle.com and so in the preceding example, the URL will be https://fuscdrmsmc318-fa-ext.oracle.com/crmUI/faces/CrmFusionHome?isFuseTF=Y&tabToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM&cardToOpen=MOO_OPPTYMGMTOPPORTUNITIES_CRM_CARD&TF_subTabName=Summary&TF_skipToEditOptyId=%OptyId%

  9. Click OK.

  10. Go to Rules tab, browse to the Interview Rules folder in the Rules folder and double-click the Screen display rules.docx rule document to open it in Microsoft Word.

  11. Navigate to the Cancel Button section. In the cancel button URL = rule, replace the host name with the value of crm_host_name obtained from step 8. Assign the host name to Env_Url variable in the rule document, for example, fuscdrmsmc318-fa-ext.oracle.com

  12. Click Validate button on the Policy Modeling word toolbar.

  13. Save and close the rule document.

  14. Repeat these steps for the R13 Lead Interview. For step 8, use the following URL:

    https://<crm_host_name>/crmUI/faces/CrmFusionHome?isFuseTF=Y&cardToOpen=MKL_LEADS&TF_subTabName=SUMMARY&TF_LeadId=%LeadId%

    The crm_host_name can be obtained from the Oracle CX Sales URL, for example, if https://fuscdrmsmc318-fa-ext.oracle.com/crmUI/faces/CrmFusionHome is the Oracle CX Sales URL, the crm_host_name will be fuscdrmsmc318-fa-ext.oracle.com and so in the above example, the URL will be https://fuscdrmsmc318-fa-ext.oracle.com/crmUI/faces/CrmFusionHome?isFuseTF=Y&cardToOpen=MKL_LEADS_CARD&tabToOpen=MKL_LEADS&TF_subTabName=SUMMARY&TF_LeadId=%LeadId%

  15. Click OK.

    1. Go to Rules tab, browse to the Interview Rules folder in the Rules folder and double-click the Screen display rules.docx rule document to open it in Microsoft Word.

    2. Navigate to the Cancel Button section. In the cancel button URL = rule, replace the host name with the value of crm_host_name obtained from step 8. Assign the host name to Env_Url variable in the rule document, for example, fuscdrmsmc318-fa-ext.oracle.com

    3. Click Validate button on the Policy Modeling word toolbar.

    4. Save and close the rule document.

  16. Repeat these steps for R13 Contact Interview, R13 Household Interview, R13 Account Interview, R13 Opportunity Commercial Banking Interview, or R13 Lead Commercial Banking Interview:

    1. Go to Rules tab, browse to the Interview Rules folder in the Rules folder and double-click the Screen display rules.docx rule document to open it in Microsoft Word.

    2. Navigate to the Cancel Button section. In the cancel button URL = rule, replace the host name with the value of crm_host_name obtained from step 8. Assign the host name to Env_Url variable in the rule document, for example, if https://fuscdrmsmc318-fa-ext.oracle.com/crmUI/faces/CrmFusionHome is the Oracle CX Sales URL, the crm_host_name will be fuscdrmsmc318-fa-ext.oracle.com and so in the above example, the URL will be https://fuscdrmsmc318-fa-ext.oracle.com

    3. Click Validate button on the Policy Modeling word toolbar.

    4. Save and close the rule document.

Deploy Intelligent Advisor Interviews for Financial Services

After preparing the six Financial Services interviews, you must deploy them (See Deploy and activate a project section of the Project Administrator guide listed in the Related Topics section in this topic.) for use with the Needs Analysis feature of Oracle CX Sales for Financial Services.

Following are the steps:

  1. Click Project tab on Oracle Policy Modeling and click Deploy Snapshot.

  2. You must provide sign in details such as Hub, User name, and Password information on Intelligent Advisor Hub and change the Deployment Name as specified in the following table:

    Interview Name

    Deployment Name

    Opportunity Interview

    R13 Opportunity Interview

    Lead interview

    R13 Lead Interview

    Contact Interview

    R13 Contact Interview

    Household Interview

    R13 Household Interview

    Opportunity Commercial Banking Interview

    R13 Opportunity Commercial Banking Interview

    Lead Commercial Banking Interview

    R13 Lead Commercial Banking Interview

    Account Commercial Banking Interview

    R13 Account Commercial Banking Interview

    The interview is deployed on Intelligent Advisor Hub.

  3. Navigate to Deployments tab on Intelligent Advisor Hub to access the interview.

  4. Follow the steps from 2 to 13 of the Preparing Intelligent Advisor Interviews for Financial Services section, steps 1 and 2 of the Deploying Intelligent Advisor Interviews for Financial Services section.

  5. Sign in to Intelligent Advisor Hub using OPA HUB user name and password. You must navigate to Deployments tab and search for the interview that was deployed in step 2 of the Deploying Intelligent Advisor Interviews for Financial Services section with the deployment names provided in the table.

  6. Sign in to Oracle CX Sales using Application Implementation Consultant role.

  7. In the Setup and Maintenance work area, go to the following:

    • Functional Area: Application Extensions

    • Task: Manage Setup Content

  8. Click Manage Third Party Applications in Topology Definition section.

  9. Add third-party applications as defined in the following table. The full URL is the deployment name obtained for each of these interviews in step 5.

    Application Name

    Full URL

    Partner Name 

    OPA_Opportunity_Interview
    		 
    <R13 Opportunity Interview URL>
    		 
    OPA
    		 
    OPA_Lead_Interview
    		 
    <R13 Lead Interview URL>
    		 
    OPA
    		 
    OPA_Contact_Interview
    		 
    <R13 Contact Interview URL>
    		 
    OPA
    		 
    OPA_Household_Interview
    		 
    <R13 Household Interview URL>
    		 
    OPA
    		 
    OPA_Opportunity_Com_Interview
    		 
    <R13 Opportunity Commercial Banking Interview URL>
    		 
    OPA
    		 
    OPA_Lead_Com_Interview
    		 
    <R13 Lead Commercial Banking Interview URL>
    		 
    OPA
    		 
    OPA_Account_Interview
    		 
    <R13 Account Commercial Banking Interview URL>
    		 
    OPA

To configure needs analysis object functions in opportunity:

  1. Navigate to Application Composer and navigate to Sales Application.

  2. Open Opportunity Standard Object and navigate to Server Scripts and select Object Function.

  3. Click Actions and select Add to add new object function.

  4. In the Function Body, add the following Groovy Script.

    def jwtToken=new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken(); 
if(__ORAFS__OpportunityType_c == null) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Interview')+"?SurveyCaseId="+OptyId+"&jwt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__OpportunityType_c,"").equalsIgnoreCase("ORA_AFS_HOME_EQUITY")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Interview')+"?SurveyCaseId="+OptyId+"&seedData=loan_purpose%3dHome%20Equity&jwt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__OpportunityType_c,"").equalsIgnoreCase("ORA_AFS_HOME_PURCHASE")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Interview')+"?SurveyCaseId="+OptyId+"&seedData=loan_purpose%3dHome%20Purchase&jwt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__OpportunityType_c,"").equalsIgnoreCase("ORA_AFS_HOME_REFINANCE")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Interview')+"?SurveyCaseId="+OptyId+"&seedData=loan_purpose%3dHome%20Refinance&jwt="+jwtToken+"" 
}

else if(nvl(__ORAFS__OpportunityType_c,"").equalsIgnoreCase("ORA_AFS_COMMERCIAL_LOAN"))
{
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Com_Interview')+"?SurveyCaseId="+OptyId+"&seedData=loan_purpose%3dCommercial%20Loan&jwt="+jwtToken+""
}
else if(nvl(__ORAFS__OpportunityType_c,"").equalsIgnoreCase("ORA_AFS_EQUIPMENT_FINANCE"))
{
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Opportunity_Com_Interview')+"?SurveyCaseId="+OptyId+"&seedData=loan_purpose%3dEquipment%20Finance&jwt="+jwtToken+""
}

else 
{ 
return "" 
}

  5. Enter the Function Name as getOPAUrl and select Return Type as String.

  6. Save and close the object function.

To configure needs analysis object functions in lead:

  1. Navigate to Application Composer and navigate to Sales Application.

  2. Open Sales Lead Standard Object and navigate to Server Scripts and select Object Function.

  3. Click Actions and select Add to add new object function.

  4. In the Function Body, add the following Groovy Script.

    def jwtToken=new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken(); if(__ORAFS__LeadType_c == null) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Interview')+"?SurveyCaseId="+LeadId+"&jwt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__LeadType_c,"").equalsIgnoreCase("ORA_AFS_LEAD_HOME_EQUITY")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Interview')+"?SurveyCaseId="+LeadId+"&seedData=loan_purpose%3dHome%20Equity&wt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__LeadType_c,"").equalsIgnoreCase("ORA_AFS_LEAD_HOME_PURCHASE")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Interview')+"?SurveyCaseId="+LeadId+"&seedData=loan_purpose%3dHome%20Purchase&jwt="+jwtToken+"" 
} 
else if(nvl(__ORAFS__LeadType_c,"").equalsIgnoreCase("ORA_AFS_LEAD_HOME_REFINANCE")) 
{ 
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Interview')+"?SurveyCaseId="+LeadId+"&seedData=loan_purpose%3dHome%20Refinance&jwt="+jwtToken+"" 
} 

else if(nvl(__ORAFS__LeadType_c,"").equalsIgnoreCase("ORA_AFS_LEAD_COMMERCIAL_LOAN")){

return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Com_Interview')+"?SurveyCaseId="+LeadId+"&seedData=loan_purpose%3dCommercial%20Loan&jwt="+jwtToken+""
}
else if(nvl(__ORAFS__LeadType_c,"").equalsIgnoreCase("ORA_AFS_LEAD_EQUIPMENT_FINANCE"))
{
return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Lead_Com_Interview')+"?SurveyCaseId="+LeadId+"&seedData=loan_purpose%3dEquipment%20Finance&jwt="+jwtToken+""
}

else 
{ 
return "" 
}

  5. Enter the Function Name as getLeadOPAUrl and select Return Type as String.

  6. Save and close the object function.

To configure needs analysis object functions in contact:

  1. Navigate to Application Composer and navigate to Sales Application.

  2. Open Contact Standard Object and navigate to Server Scripts and select Object Function.

  3. Click Actions and select Add to add new object function.

  4. In the Function Body, add the following Groovy Script.

    def jwtToken=new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken();

return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Contact_Interview')+"?SurveyCaseId="+PartyId+"&jwt="+jwtToken+""

  5. Enter the Function Name as getContactOPAUrl and select Return Type as String.

  6. Save and close the object function.

To configure needs analysis object functions in household:

  1. Navigate to Application Composer and navigate to Sales Application.

  2. Open Household Standard Object and navigate to Server Scripts and select Object Function.

  3. Click Actions and select Add to add new object function.

  4. In the Function Body, add the following Groovy Script.

    def jwtToken=new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken();

return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Household_Interview')+"?SurveyCaseId="+PartyId+"&jwt="+jwtToken+""

  5. Enter the Function Name as getHouseholdOPAUrl and select Return Type as String.

  6. Save and close the object function.

To configure need analysis object functions in account:

  1. Navigate to Application Composer and navigate to Sales Application.

  2. Open Account/Company Standard Object and navigate to Server Scripts and select Object Function.

  3. Click Actions and select Add to add new object function.

  4. In the Function Body, add the following Groovy Script.

    def jwtToken=new oracle.apps.fnd.applcore.common.SecuredTokenBean().getTrustToken();

return oracle.topologyManager.client.deployedInfo.DeployedInfoProvider.getEndPoint('OPA_Account_Interview')+"?SurveyCaseId="+PartyId+"&jwt="+jwtToken+""

  5. Enter the Function Name as getAccountOPAUrl and select Return Type as String.

  6. Save and close the object function.