Prerequisites for Adding an Interview to Siebel

There are certain prerequisites for successfully adding an Intelligent Advisor interview to a Siebel application. The prerequisites are that:

• Your Intelligent Advisor Connections administrator has set up a connection to a Siebel site. For more information, see Connect to a Specific External Application. Note that the following settings must be specified for the connection:

  • URL: http://<web_server>/siebel/app/<component_name>?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1

    where the default component name is eai/enu

  • Version: 12.2.18

  • SOAP action pattern: document/http://xmlns.oracle.com/policyautomation/hub/12.2.18/metadata/types:<soap operation name>_{0}

    For example, document/http://xmlns.oracle.com/policyautomation/hub/12.2.18/metadata/types:FINSCon_{0}

  • Requires custom root certificate selected

  • Provide WS-Security username token in SOAP actions selected

    • Username: the username for the Siebel server that you are connecting to

    • Password: the password for the Siebel server that you are connecting to

    • Applies to: All

• You have a Policy Modeling project. If you don't already have a Policy Modeling project, you will need to:

  • Download and install Oracle Policy Modeling

  • Create a new project

  • Write rules in the project using Word or Excel to model the logic required for the interview

  • Create screens for collecting data in the interview

  • Design the interview to be suitable for Siebel

  • Test the interview in the Debugger to ensure that your screens are effective and work as expected

• The Policy Modeling project has:

  • A connection to Intelligent Advisor Hub. For more information, see Specify the Intelligent Advisor Hub for a Project.

  • Data mappings configured if the interview loads or saves data to Siebel. For more information, see Data Map to Oracle Fusion, B2C Service, Siebel, Or Another Specific Application.

  • Been deployed to Intelligent Advisor Hub. For more information, see Deploy a Policy Model.

• In Intelligent Advisor Hub:

  • Add the Siebel site to the list of sites that can access embedded interviews, web services and Hub REST APIs. For more information, see Configure Browser Access for Embedded Interviews, Configure browser access for Assessment APIs and Configure browser access for Hub REST APIs.

  • The deployment has been activated on the Interview channel. For more information, see Activate a Project.