Siebel Open UI and Oracle Policy Automation 12 Integration Version 12 #2

[vc_row][vc_column][vc_column_text]Siebel Open UI and Oracle Policy Automation 12 Integration Version 12 #2

After I wrote the previous article, it struck me that Siebel people might need a bit of an overview of Integration with Oracle Policy Automation, before I plunged into the specific scenario of the Interview Service. Let’s be clear the Interview Service is just one of a series of Web Service connection points for Siebel people looking to get OPA into their Oracle Siebel CRM Application. In fact they are not limited to Web Services as far as integration is concerned. Let’s therefore take a moment in this post to review the options. I am writing here about Oracle Policy Automation 12.

Symbolic URL

Sometimes, a nice little frame in which Oracle Policy Automation is displayed is frankly good enough. The interface proposed to the user will of course be that of Oracle Policy Automation. In Oracle Policy Modeller we can implement custom style sheets for our interview, bringing it closer to the Siebel Open UI look and feel, and we can use the dynamic nature of the Symbolic URL principle to add pertinent information into the URL and to an extent pre-seed the interview with data in Siebel, using the recent addition to the Oracle Policy Modeller Edit Attribute Dialog.

Seeding Parameters via URL

Assess Service

If you are looking to use Oracle Policy Automation as a back-end, zero user interface platform, then the Assess Service is going to probably be one of your chosen solutions. It has methods dedicated to passing in data and simply receiving the response. Of course it is up to you to provide the mechanism (probably some EAI Siebel Adapter, some transformation and a bit of Workflow Process) that is going to actually handle the input and output. This is pretty much what existed in version 10.

Answer Service

Newer than the Assess Service it has methods relating to the use of Connection objects in Oracle Policy Automation. In short, if you have Oracle Policy Modeller mapped to another application (let’s say a database or SAP or something) and you want to call it from Siebel, then you will need to know the data model that Oracle Policy Automation is expecting, so that you can build the right input. Enter the GetInputDataDefinition Action, followed in all probability by the GetAnswer action. Still fundamentally a “zero user interface” integration. We never see the Interview created in Oracle Policy Modeller.

Interview Service

As the name clearly shows, this service allows us to work though the Interview Screens of your Policy Model, and to handle all the different interactions (back, forward, save, close, and so on) that can occur. This service can then be connected to, for example Siebel CRM, and fancy techniques used to generate the user interface natively in Siebel Open UI, but based on the structure and logic of the UI built in Oracle Policy Automation. Look out for GetInputDataDefinition, StartInterview, Investigate, EndInterview, GetFiles and SnapshotSession actions. If you see them, then you are looking at the Interview Service.

Server Service

Last but by no means least, the Server service gives access to things like the Timezone settings as well as a list of deployed Rulebases.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]As ever the documentation can be found online.[/vc_column_text][/vc_column][/vc_row]

Richard Napier

Author: Richard Napier

Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs his Consulting and mentoring company, On Demand Consulting & Education Ltd and has run ODCE since 2010. Owner of, he also is Co-Founder of the Siebel Hub.

2 thoughts on “Siebel Open UI and Oracle Policy Automation 12 Integration Version 12 #2

  1. Hi All,

    I have OPA 12.2.12 integrated with sieble IP16 and i am able to use web determination Successfully.

    I have a requirement were in i have to use OPA for inferring but do not want any screen to come up when when called from siebel. What should i use here Answer service or Assess service . What steps do i need to take from Siebel end to get this working.


    1. Hey Bob! Like many things, this is a two-sided question. Firstly, it depends what you want to do with the response from OPA and a few other things. The Assess service request and response are modelled using entities, base attributes, goals and so on. It uses the OPA style structure. The Answer request and response are modelled using Tables and Fields – it uses the Connection-style structure. The Answer service will therefore build an input based on the GetInputDataDefinition method which returns a Table / Fields list , which you can use in the GetAnswer method. The Assess Service, on the other hand, is a very generic one which has been around for years. You build a request providing the attributes and entities for your Goal and you get the response in decision report, inferred attributes and so on. From a Siebel perspective Assess is definitely simpler for non-OPA people to understand – the Siebel administration team for example – since it is a completely generic SOAP Web Service they can import into Administration – Web Services > Outbound Web Services and they can probably use a bit of eScript to get the inputs, send the request and parse the output : especially good if all they want to do is pick 2 or 3 outputs and then map them into Siebel. The Answer service will require them to map the output / input from the OPA Tables and Fields data model to the Siebel model, which probably means a Workflow Process or two to map the content.

      Both have advantages and disadvantages – the Assess service has a disadvantage that it is completely generic in OPA 12 – so the person using it has to experiment a few times if they don’t know the input attributes that are needed, they have to refer to OPM and work out the relevance of the attributes and so on. The Answer Service has an easier to understand model for non-OPA people since “Tables and Fields” are easy to map to “Business Components and Fields”.

      I use Assess a lot for basic “send and receive a few attributes” work with OPA and Siebel, but for more complex, Connection-based stuff I need to use Answer.

      There are some video examples right here

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