Policy Automation for B2B Service

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  • 1-9 of 9
  • Dileep Karthikeyan

    Could you  map in ResponseMessage and ResponseStatus fields after Submit and see the error message Engagement Cloud is sending back. 

  • KAMAKHI PANIGRAHI

    Hi,

    We are using the below 2 products for our project:

    1) Oracle Policy Automation 19A

    2) Oracle Engagement/Sales Cloud - 19B

    Scenario:

    • We want to integrate OPA with OEC & in our case, there is a SUBMIT button on one of the OPA screens, post which, the requirement is submit OPA interview attributes data into SalesCloud & it should create an object in SalesCloud.
    • In this case, we have created a custom object - "Interview_Question_c" in SalesCloud
    • PFA the OPA rulebase, where we have created output mappings for few of the fields in SC; requirement is when the user clicks on SUBMIT button in OPA interview, all the attributes that are output-mapped, their values should be submitted into SalesCloud for updating/creating a new record under custom object - Interview_Question_c
    • Please refer to the other document which shows the OPA-HUB connection setup

    Issue:

    • Currently, we are not encountering any error on SUBMIT inside OPA interview
    • But, it is also not creating any record under the custom object in SalesCloud; We had also tried to raise SR #3-20617996651, but they have suggested us to create an SR with ServiceRightNow.
    ROA.zip (1.2MB)
  • Nizam Mogal

    Hi Venkat, Donato,

    We've got a similar requirement and think in similar lines - However, OPA documentation specifies to enable self-service authenticated users to update their record and/or create child records in Engagement Cloud using an OPA interview, can be achieved through adding OPA interview in Oracle Digital Customer Service (DCS) using an Oracle Visual Builder Cloud Service (VBCS) web application.

    http://documentation.custhelp.com/euf/assets/devdocs/unversioned/PolicyAutomation/en/Default.htm#Guides/Engagement_Cloud_User_Guide/EC_interviews/Interviews_for_DCS/Add_an_auth_int_to_VBCS_app.htm

    I’m not sure whether we can bypass DCS route to launch OPA interviews for authenticated uses in Engagement Cloud – do you have a view on this?

    Note: DCS an additional licensing to the client – so, we’d like to keep the costs minimal if OPA – EC can be linked for authenticated users to update or create their own records.

    Thanks, Nizam

     

  • Brad Tuckett

    To connect any web service to OPA as a data source (assuming that is why you are asking about web service connectors) you need to be implementing the expected SOAP service endpoints as defined in the web service connector WSDL.  You probably need to start with the "Implementation of a web service connector" sub topic (http://documentation.custhelp.com/euf/assets/devdocs/unversioned/PolicyAutomation/en/Default.htm#Guides/Developer_Guide/Connector_Framework/Overview_of_connector_framework.htm#How) and work out how much of that your WCF web service supports.  Happy to help but need to know more about the purpose of your web service connector (noting there's already an actively maintained web service connector for OPA with Engagement Cloud)

  • Fiona Guy

    Do you mean generating a link to your OPA interview? 

    You first need to create an interview in Policy Modeling and deploy it to your OPA Hub (or use one of the examples supplied). 

    Documentation is here:
     http://documentation.custhelp.com/euf/assets/devdocs/unversioned/PolicyAutomation/en/Default.htm#Guides/Project_Administrator_Guide/Deployments/Deploy_and_activate_a_project.htm

    Using OPA with Engagement Cloud is documented here:
     http://documentation.custhelp.com/euf/assets/devdocs/unversioned/PolicyAutomation/en/Default.htm#Guides/Engagement_Cloud_User_Guide/Engagement_Cloud_User_Guide.htm

    Hope that helps,

    Fiona

     

  • Donato Gagliarde

    Hi Venkat,

    I don't have a specific experience on this topic, however taking a look at the online OPA help here I see (https://documentation.custhelp.com/euf/assets/devdocs/cloud19a/PolicyAutomation/en/Default.htm#Guides/Engagement_Cloud_User_Guide/Getting_started_with_Engagement_Cloud/Get_started_with_Engagement_Cloud.htm):

    Using OPA within a customer facing interface:

    • Customers should be logged in as authenticated users (Contacts)

     

     

    So the condition to send data from OPA to EC using the standard mechanism is to have a logged user, I mean a user that exists as a Contact in EC.

    Also consider this point:

    The Engagement Cloud object mapped to the Global entity in OPA can only be updated. The creation of top level objects is not supported. For example, you cannot start an interview as a completely anonymous user not loading any data, and then create a new contact or opportunity.

    (https://documentation.custhelp.com/euf/assets/devdocs/cloud19a/PolicyAutomation/en/Default.htm#Guides/Engagement_Cloud_User_Guide/Engagement_Cloud_data_mappings/Save_data_to_Engagement_Cloud.htm) 

     

    Probably in your scenario the way to send data from OPA to EC when the OPA interview is exposed in multiple channels could be:

    1. develop in a custom way an OPA connector (https://documentation.custhelp.com/euf/assets/devdocs/cloud19a/PolicyAutomation/en/Default.htm#Guides/Developer_Guide/Connector_Framework/Connector_framework.htm). 
    2. The custom connector saves data to EC using EC SOAP or REST api. For this purpose, for example, you can configure a dedicated user  in EC with sufficient privileges and the custom connector will log in EC with this user
    3. Interviews data are mapped out to the custom connector 

     

    Hope that helps

    Donato

     

     

  • Venkat Tanneru

    Hi Donato - We have a scenario where OPA interview screen will be displayed in multiple channels like context experience cloud and mobile application. Data entered in OPA interview screen need to get stored in Oracle Engagement Cloud during submission.

    My question how the form elements of OPA interview gets pushed to engagement cloud? Engagement Cloud Data mapping is sufficient to do this? 

    Please note launch of OPA interview screen is not from Engagement Cloud

  • Nitin Nagrale

    Hi Donato,

    Thanks for the update, That helped!

    Regards,

    Nitin

  • Donato Gagliarde

    Hi Nitin,

    there is a standard way of integrating OPA with Engagement Cloud.

    You can find the documentation in the OPA Guide here:  https://documentation.custhelp.com/euf/assets/devdocs/cloud18d/PolicyAutomation/en/Default.htm#Guides/Engagement_Cloud_User_Guide/Engagement_Cloud_connections/Connect_to_Engagement_Cloud.htm

    Hope that helps

    Donato