Managing Oracle Intelligent Advisor Policies for your Agency

This topic describes how to set up Oracle Intelligent Advisor policies for your Agency.

You can enter an Oracle Intelligent Advisor policy model at the agency level or at the offering level (for example, for the Permits offering). When the policy is used by a specific offering, the offering-specific policy model takes priority over the agency-level policy model.

Note: To identify a policy model, you enter the deployment name listed in the Deployment page. The Deployment page is where the deployment and activation of policy models is managed. To access the Deployment page, log in to the Policy Automation Hub web interface with a user role of Policy Author or Deploy Admin. On the Dashboard page, click the deployments tile to open the Deployments page. From the list of all projects currently deployed, select the desired deployment name.

To define the Oracle Intelligent Advisor policies for your agency:

1. Select Common Setup > Agency.

2. Click a row on the Agency Information tab.

3. To define an agency-level policy model:

   1. Enter the policy information in the Oracle Policy Automation ID field on the Agency Information tab.

   2. Click Save.

4. To enter an offering-level policy model:

   1. Click the Features tab.

   2. Click the Options link for the offering you are configuring.

   3. On the Permit Options page, enter the policy information in the Oracle Policy Automation ID field.

   4. Click Save.

Note: You must repeat the steps outlined in this topic and in the Setting Up Metadata Models topic when you are moving the content from the Test environment to your Production environment.