1. Using Financial Services
  2. Modify Intelligent Advisor Interviews to Meet Organization-Specific Needs

Modify Intelligent Advisor Interviews to Meet Organization-Specific Needs

You must load needs analysis interviews to Oracle Policy Modeler for modifying the needs analysis interviews to suit the needs of your organization. Open the Needs Analysis project (.xprj) in Oracle Policy Modeling and use Oracle Policy Modeling to modify the interview. For an

Add New Fields (Attributes)

To load or save new fields, known as Attributes in Oracle Policy Modeling, to or from Oracle CX Sales, you must map these new fields into your Needs Analysis project.

Following are the steps:

  1. Go to the Oracle Policy Modeling Data tab.

  2. Click Input Mapping view (to load data) or Output Mapping view (to save data).

  3. In the pane, select the entity, for example, opportunity, for which you want to add a field.

  4. Select the fields that you want to save or load.

For more information, see the section on binding attributes to web service data source fields in mapping data to a web service connection of the Data mapping in the Policy Modeling User guide listed in Related Topics section in this topic.

Add New Objects

Following are the steps to add new objects in an existing needs analysis interview:

  1. Open the needs analysis interview in Oracle Policy Modeling.

  2. Go to the Oracle Policy Modeling Data tab.

  3. Click New Entity.

    An entity is created with the default name the new entity.

  4. You can rename it.

  5. Click the entity.

    The Edit Entity dialog box opens.

  6. In the Mapping section, select any supported child object corresponding to Mapped to.

  7. Click OK.

    In the pane, you can see that the supported child object is mapped to the entity.

    Note:

    You must create attributes for all the required fields in the child object.

    Error message is displayed for the field without mapped out attributes for required fields.

  8. Click the error message.

    Field and Attribute details are displayed.

  9. Click Data.

  10. Click the entity with mapped child object.

  11. Click New Attribute.

    New Attribute dialog box opens.

  12. Specify a name.

  13. Specify Attribute value.

  14. Select Mapped in value.

    Mapped in field loads data from Oracle CX Sales.

  15. Select Mapped out value.

    Mapped out field updates data to Oracle CX Sales.

  16. Click OK.

    The New Attribute dialog box closes.

Supported Fields and Objects

You can add any of the supported fields as a new field. After attributes are mapped based on the supported fields and objects table, attributes can be displayed on Interview screens or can be used in rules to control decisions made in the interview. Note that the connector inserts all product records for which the attribute IsSelected is True with Revenue Lines or Product Lines for Opportunity and Lead Parent object respectively. This attribute must be mapped out. The Object and Field Coverage information spreadsheet is available at Collaterals for Oracle CX for Financial Services (My Oracle Support Doc ID 2077119.1).

Add or Modify Rules

Rules determine the needs analysis interview decisions. To view the rules in the Needs Analysis project, browse to the Oracle Policy Modeling Rules tab. The rules that control which products are recommended to the customer are available in the Needs Analysis folder in the Rules folder. The Product Recommendation rule document contains the rules determining which product to recommend and must be configured to match your organization's products.

The needs analysis interview assumes that the following default product types are available:

  • Home Loan t1

  • Home Loan t2

  • Equity Line t1

  • Equity Line t2

  • CCL Type 1

  • CCL Type 2

  • New Equip Fin

  • Old Equip Fin

You must either change rules to use your own organization's product types or ensure that these product types are defined while setting up the Intelligent Advisor Needs Analysis interviews. For more information on adding or editing rules in Intelligent Advisor, see the section that defines what a rule is in the Policy Modeling User guide listed in Related Topics section in this topic.

Add or Modify Interview Screens

You can add or modify interview screens to display or collect information as required. To edit an interview screen:

  1. Go to the Oracle Policy Modeling Data tab.

  2. In the pane, select the interview screen that you want to edit.

  3. Perform the following changes:

    • To change screen text: Click the text and type the correct text.

    • To add screen text: Click Add Label. To control when the text appears, select the text and click Show If from the toolbar.

    • To add fields: Click New Input and double-click the field that you want to add. You can change the input type and text for each field.

    • To delete screen items: Select the screen item and click Delete.

    Changes are automatically saved. To test and deploy your changes, see the section on testing and deploying changes section in this topic.

Change Skin and Layout of the Interview

Most changes to the appearance of interviews are made in the Styles dialog box, which you can access using the Styles button on the Interview tab. For more information on configuring the appearance of the interview, see the section on configuring the appearance of the interview in the Policy Modeling User guide listed in Related Topics section in this topic.

Test and Deploy Changes

To test changes to the interview in the Oracle Policy Modeling Debugger, click the Debug button of the Policy Modeling page. To update the interview in Oracle CX Sales, you must deploy the interview again to your Intelligent Advisor Hub. To deploy the interview, navigate to the Oracle Policy Modeling Interview tab and select Deploy Snapshot.