Explore the new Visual Builder Studio Business Rules for the Benefits Contact Page

Hello, and welcome to this 25B demonstration of Oracle Cloud Benefits Contact Page Business Rules. In this session, we’ll review the new features, the business need it addresses, and how it works in the system, the key benefits it provides to both employees and administrators.

There are two new features added to the redwood self-service contact page. These include the ability to hide the add button for regions and extend fields within the contact page.

Businesses need greater flexibility and control over the benefits self-service experience to improve clarity and drive employee engagement.

The new business rules are designed to help streamline and optimize user experience across benefit pages. This enhancement provides greater flexibility and improved functionality for both employees and administrators. The new business rules can be performed on the before you enroll quick action on the benefits landing page.

The verify people you’d like to cover task within the enrollments flow, the add or update dependents within the report a life event page and people to cover within the benefits activity center. For this demonstration I will make the changes on the before you enroll quick action on the benefits landing page.

I will navigate to Me, and then benefits. Once the landing page opens I will click on before you enroll under quick actions. Under settings and actions I select Edit page in visual builder studio.

Once the visual builder studio page opens verify you are in the express mode.

In the page properties area scroll down to locate the region you would like to hide. In this example I do not want employees to add a new contact.

I will enter an N in the show the create a new contact action field, tabbing out to see the plus icon has been removed. Removing the N, I see the plus icon has returned. Now let’s look at how to extend fields using conditions. Clicking on the configure fields and regions button will take me to the edit page where I can conditionally make fields visible, read-only or required.

Notice there are several regions listed here along with three specific regions for My contacts, creating new contacts and edit contacts which have specific to those regions. All other page regions are listed with their specific fields.

Notice all fields are defaulted to hidden and you will need to change to visible if you wish that field to show.

To enable a field you create a rule by clicking on the add icon under “form rules”.

For this demonstration I will enable the national identifier.

So I will enter “Enable SSN” for the label and click on create.

If I wish to add a condition I will click in the conditions region. Here you can create conditions based on object context, field values or users.

For this demonstration I just want to enable the national identifier so I do not need a condition. I will need to locate all of the national identifier regions. The easiest way to do that is to search in the filters region. I will expand the regions to see my field. And then change the value to visible from hidden for all of the fields I wish to have displayed.

To view my changes I will click on the preview button, which will open up in a new browser page, and this may take a moment or two. Once the page opens I will verify my changes, let’s look at adding a new contact. I see the national identifier field has been added.

Now let’s look at an existing contact.

I see the national identifier regions has been added here also. If I am happy with my changes I will return to the visual builder studio edit page.

Once I click on the publish button and I will see the changes moved to the contact page.

This concludes this demonstration. Thank you for watching.

You can refer to the 25B What’s New documentation for more information on these features.