Example Policy Models

Policy Modeling comes pre-installed with numerous example projects demonstrating its key features and uses across a broad range of industries. Each of these policy models are described in the following table. Hover over the images to enlarge them.

Table 1. Descriptions of the example policy models installed with Policy Modeling
Name	Industry	Description	Key features	Link to live deployment
B2C Service Simple		Designed to test the connection between Intelligent Advisor Hub and Oracle B2C Service. Creates a new Contact record with Tasks based on a customer’s marketing preferences. No additional configuration of Oracle B2C Service is required.	Inferred entities Oracle B2C Service saving Screen visibility Text substitution Value lists	B2C Service Simple live deployment
Business License Wizard	Licensing, Government	Designed for online self-service. Can help a new or expanding business owner determine which licenses they need to acquire to legally operate. Provides links to data sheets relevant to their business.	Embedded HTML Error event rules Label visibility Text substitution	Business License Wizard live deployment
Copyright Permissions	Media and Entertainment	Designed for online self-service. Advises the user whether permission must be sought for quoting or using the creative work of another person.	Calendar controls Check Boxes Embedded HTML Explanations Label visibility Multi-input date controls Test Cases	Copyright Permissions live deployment
Create HR Help Desk Request	HCM	Designed for employee self-service in Fusion Help Desk, this interview guides the employee towards creating a Internal Service Request.	Forms Embedded HTML Label visibility Oracle Fusion HR Help Desk Value lists
Discovery Call		Designed for agent guidance in Fusion Sales, this interview guides an agent through the information to collect on a sales call.	Calculation rules Calendar controls Custom goals Dynamic visibility Explanations Interview extensions Oracle Fusion Service Scoring rules Second person substitution Text substitution Word rule tables
DMV Document Guide	Licensing, Government	Designed for staff or self-service use. Determines which documents a customer needs to provide when applying for a driver's license or identification card in order to comply with Federal and State government laws.	Check Boxes Dynamic defaults Embedded HTML Error event rules Explanations Interview extensions Interview styles Label visibility Screen visibility Second person substitution Side by side controls (containers) Test Cases Text substitution Warning event rules	DMV Document Guide live deployment
Emergency Response	Government	Designed for online self-service. Reports car accidents to emergency services, including mapping and GPS location, with touch controls making the interview well suited to mobile browsers. Note: There is an alternate version of Emergency Response using custom controls. This project is installed with a set of custom control files, included in the CustomControls folder in the EmergencyResponse project folder. To view instructions for configuring the files, see Example: Custom Control Project. These instructions are also available on the first interview screen of the project itself.	Interview styles	Emergency Response live deployment Emergency Response Custom live deployment
Employee Case Submission Guide	HCM, Government	Designed for employee self-service in Case Management, this interview guides the employee towards creating a Case.	Forms Calendar controls Custom goals Dynamic visibility Embedded HTML Excel rules Images Oracle Fusion Service Oracle Fusion HR Help Desk Screen visibility Side by side controls (containers) Text substitution Upload controls Value lists
Employee or Contractor	Taxation, Government, Human Capital Management (HCM)	Designed for online self-service use by businesses and individuals wanting to determine whether a worker should be considered an employee or independent contractor for taxation purposes.	Scoring rules	Employee or Contractor live deployment
Energy Saver	Utilities	Designed for self-service or assisted use. Allows a utilities customer to identify where they can save energy in their household.	Check Boxes Dynamic visibility Images Interview styles Label visibility Screen visibility Second person substitution Text substitution Value lists	Energy Saver live deployment
Hazard Management	Oil and Gas, Manufacturing, Life Sciences, Utilities, HCM	Designed for self-service, this policy model steps the user through the safety protocols required for reporting a spill or disposing of a container of hazardous waste, providing appropriate advice on further action to take.	Dynamic visibility Embedded HTML Explanations Label visibility Mandatory controls Screen visibility Side by side controls (containers)	Hazard Management live deployment
Health Diagnosis	Healthcare	Designed for self-service use, this policy model assists in the diagnosis of eye conditions and routes the patient to the most appropriate medical response for their symptoms.	Check Boxes Embedded HTML Error event rules Images Interview extensions Label visibility Side by side controls (containers) Text substitution	Health Diagnosis live deployment
Healthy Eating	Healthcare, Education	Designed for self-service. Assesses the diet of the customer's children and rates the overall family's health.	Dynamic defaults Entities Forms Signature collects	Healthy Eating live deployment
Insurance Picker	Insurance	Designed for online self-service. Determines the best insurance product and calculates the insurance premium based on the person's individual insurance needs.	Attach forms Check Boxes Forms Interview styles Label visibility Oracle B2C Service saving Screen visibility Value lists	Insurance Picker live deployment
Know Your Customer	Financial Services, Insurance	Designed for staff use. Demonstrates how Intelligent Advisor can be used to apply due diligence checks when on-boarding a new customer (for example, a company applying to open an account with a bank).	Explanations Forms Scoring rules	Know Your Customer live deployment
Loan Advisor	Financial Services	Designed for self-service or agent use, this policy model allows a loan applicant to examine various what-if loan scenarios and walk through steps for pre-approval.	Calculation rules Explanations Inferred entities Interview extensions Label visibility Text substitution Value lists Word rule tables	Loan Advisor live deployment
My Store App	Retail	Designed specifically for mobile browsers. Shows how Intelligent Advisor rules could be used within a retail application to assist customers to identify the nearest branch, or inquire about returns, membership or delivery.	Embedded HTML Label visibility Screen visibility Side by side controls (containers) Signature collects Upload controls	My Store App live deployment
myBenefits	Social Services, Government	Designed for online self-service. Determines the household member's eligibility for a range of social services and allows them to generate a pre-filled claim form.	Custom goals Dynamic visibility Embedded HTML Error event rules Excel apply sheet rules Excel rules Explanations Forms Images Mandatory controls Side by side controls (containers) Signature collects Test Cases Value lists Warning event rules	myBenefits live deployment
Parental Leave Calculator	HCM	Designed for in-house self-service use by employees planning and applying for paternity leave.	Calculation rules Dynamic visibility Error event rules Explanations Forms Label visibility Multi-input date controls Test Cases Time and date rules Text substitution Warning event rules	Parental Leave Calculator live deployment
PathFinder	Education	Designed for online self-service use by prospective students trying to decide which course and campus is best suited to their interests.	Interview extensions Interview styles Label visibility Value lists	Path Finder live deployment
Patient Safety Incidents	Healthcare	Designed for use within a hospital or healthcare providing organization. Advises on the most appropriate remedial action when a staff member is involved in a patient safety incident. For example, the policy model will advise on the most appropriate action to take when a staff member injures a patient due to a failure to follow standard safety procedures.	CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) Embedded HTML Excel rules Explanations Label visibility	Patient Safety Incidents live deployment
Retail Discounts	Retail	Designed to calculate and apply brand discounts and customer loyalty bonuses to a retail order.	Calculation rules Explanations Inferred entities Temporal reasoning Test Cases Word rule tables	Retail Discounts live deployment
Safety Inspection	Automotive, Oil and Gas, Manufacturing, Life Sciences, Utilities, HCM	Designed for self-service, this policy model allows a site inspector to conduct a workplace safety inspection by answering questions in any order and produces a printable report of the inspection results.	Embedded HTML Error event rules Forms Label visibility Mandatory controls Side by side controls (containers) Signature collects	Safety Inspection live deployment
Service Delta	Telecommunications, High Technology	Designed to be used as a web service. Infers which phone services should be started, stopped or retained when a customer changes phone plans.	Cross entity reasoning Inferred entities Test Cases	Service Delta live deployment
Service Request Details		Designed for agent guidance in Fusion Service, this interview guides an agent towards creating a Service Request.	Embedded HTML Oracle Fusion Service Upload controls
Student Benefits	Social Services, Government, Education	Designed for self-service by logged-in contacts or agents of Oracle B2C Service, this policy model determines whether a contact is eligible for student aid, and if eligible saves the outcome of the interview to Oracle B2C Service as a new incident. Note: This example requires loading data so it must be used with the Intelligent Advisor Widget.	Custom goals Label visibility Oracle B2C Service agent interviews Oracle B2C Service loading Oracle B2C Service saving Screen visibility	Student Benefits live deployment
Travel Compensation	Travel and Transportation, Insurance	Designed for self-service use. Advises a passenger whether they are entitled to compensation under European Union Regulations for a flight that has been canceled, rerouted or overbooked. Allows passenger to attach supporting documentation and submit their claim. To see the translated interviews for this example project (available in Chinese, Dutch, French and Spanish), follow the instructions in Run a Translation of a Policy Model.	Error event rules Excel rules Explanations Oracle B2C Service saving Reference tags Side by side controls (containers) Test Cases Text substitution Time and date rules Translations Upload controls Value lists Warning event rules Word rule tables	Travel Compensation (English) live deployment Travel Compensation (Chinese - Simplified) live deployment Travel Compensation (Dutch) live deployment Travel Compensation (French) live deployment Travel Compensation (Spanish) live deployment
Warranty	Automotive, Healthcare, High Technology, Manufacturing, Retail	Designed for online self-service use and agent call centers, this policy model assists in logging warranty and service requests. The interview guides the user through troubleshooting and creating a service request and produces mandatory reporting documentation.	Embedded HTML Error event rules Explanations Forms Inferred entities Label visibility Multi-input date controls Screen visibility Side by side controls (containers)	Warranty live deployment