Upgrade to Intelligent Advisor Widget V3 1.3

The Intelligent Advisor widget v3 1.3 is used with Oracle B2C Service versions August 2016 and later that are using Customer Portal framework version 3. This widget differs from Intelligent Advisor widget v3 1.2 in that:

  • This widget displays Latest Version Interviews on a B2C Service page using the OraclePolicyAutomationInterview API which means that the interview is rendered inline rather than hosted in an iframe
  • Web Determinations is responsible for determining if there is an available checkpoint
  • The text on the Checkpoint Options screen is configured in the policy model (not by using the resume_prompt_html parameter in the widget configuration)
  • seed_data values in the widget configuration must use valid JSON. For more information, see Insert the Intelligent Advisor widget into a Customer Portal page.
  • seed_data values will be seeded in to the session when a checkpoint is resumed (previously seed_data values were ignored when resuming a checkpoint). This means that if you expect users to resume from checkpoints, then only global entity values should be provided. If child entity values are included in a resume, then the session will fail to start.

To upgrade to widget v3 1.3:

  1. Check if the v3 1.3 widget is installed.
  2. If so, activate the widget.
  3. If not, install the v3 1.3 widget (then activate it).
  4. Configure Browser Access for Embedded Interviews.
  5. Test the widget.

Note: If you want to trigger the new enforced styling feature for Latest Version interviews, then you will also need to upgrade the project to the current version of Policy Modeling and redeploy it. The relevant parameter of the OraclePolicyAutomationInterview API (disableEnforcedStyling) is assumed true if the project is not upgraded, which may result in the styles from the B2C Service page affecting elements of the Intelligent Advisor interview. If the interview is using Latest Version styling and has an Exit or Submit and Redirect button, when the button is clicked the whole page which the interview is rendered on will now be redirected. If this is not desired behavior, then the widget can be modified to remove the window.location.replace(redirectUrl); line from the onNavigate function in the view.php file.