Overview: The process of creating an interview document

Overview: The process of creating an interview document

An interview document is a document that can be generated from an interview session in Oracle Web Determinations. It provides the user with a record of the interview, including answers and conclusions, that they can view and download. Interview documents have many uses, including pre-populated claim forms and advice letters.

Oracle Policy Modeling supports the creation of HTML, RTF, PDF and Excel interview documents.

After you have authored your rulebase in Oracle Policy Modeling (including finalizing your data model) and you have tested it in Web Determinations, you can then create an interview document by following these steps:

  1. Add a new document definition to your screens file
    This is where you associate a template with the document (see next step). This is also where you generate the XML schema containing all of the publicly-named attributes in the project, and specify any decision reports that you would like available to your interview document.
  2. Develop the template for your interview document
    Using Microsoft Word you develop the RTF template for the interview document using the BI Publisher Template Builder and your XML Schema. Using sample data you can preview the document.
  3. Add a document link to your summary screen
    You add a document link to the summary screen to enable the user to generate and view your interview document.
  4. Test the generation of the document
    Using Web Determinations you can test that your document generates in the format and style with the content that you expected.

 

The Social Services Screening rulebase and the Healthy Eating rulebase that are installed with Oracle Policy Modeling (ie \Program Files\Oracle\Policy Modeling\examples\) are examples of complete rulebases containing interview documents.