Oracle Policy Modeling / Intelligent Advisor Workshop


This Intelligent Advisor Workshop introduces trainees to a complete, hands-on view of the Intelligent Advisor 12 environment. Exercises reinforce presentations on modelling policies, administration of the team, deployment and collaboration and integration. It can be run in 3, 4 or 5 day formats depending on the audience, the outcomes defined and any experience with previous versions of Intelligent Advisor.


The 5 day version of this seminar assumes no knowledge of Intelligent Advisor 12. Basic knowledge of Microsoft Office and Windows is assumed. Some knowledge of business software (ERP, CRM or similar) is useful. The target audience is any member (policy designer, modeller, team leader, manager, and administrator) of the Oracle Policy Automation project.


The target environment for this seminar is Intelligent Advisor 12 (latest version, or as agreed).

Sample Intelligent Advisor Workshop Content (Download PDF for more information):

  1. Introduction
  2.  Intelligent Advisor : Architecture
  3.  Intelligent Advisor : Job Roles
  4.  Intelligent Advisor : Software
  5. Oracle Policy Modelling : Basic Principles
  6. Oracle Policy Modelling:  Writing Good Rules
  7. Oracle Policy Modelling:  Attributes and Data Types
  8. Oracle Policy Modelling:  Using Functions
  9. Oracle Policy Modelling:  Basic Interviews
  10. Oracle Policy Modelling:  Enhancing Interviews
  11.  Intelligent Advisor:  Working in Teams
  12.  Intelligent Advisor:  User Roles and Collections
  13.  Intelligent Advisor:  About the Hub Application
  14. Oracle Policy Modelling:  Repository Uploads & Downloads
  15. Oracle Policy Modelling:  Versions & Hub Locations
  16. Oracle Policy Modelling:  Debugging and Deploying
  17.  Intelligent Advisor:  Deployments & Activations
  18.  Intelligent Advisor:  Deployment Types
  19.  Intelligent Advisor:  Testing Deployments
  20. Oracle Policy Modelling:  RTF and PDF Forms
  21. Oracle Policy Modelling:  Advanced Controls
  22. Oracle Policy Modelling:  Validations and Error Management
  23. Oracle Policy Modelling:  Entities, Relationships and Instances
  24. Oracle Policy Modelling:  Writing Rules for Entities
  25. Oracle Policy Modelling:  Connections and Data Mapping
  26.  Intelligent Advisor : Good Practice and Refactoring
  27. Oracle Policy Modelling: Extensions
  28. Summary

Oracle Policy Modelling and Oracle Policy Automation Workshop

The course materials provided are copies of all slides used, plus a copy of the best-selling Oracle Policy Automation book Consultants Guide to Intelligent Advisor. Cette formation est également disponible en langue française (support en langue anglaise)

See Also

Oracle Policy Automation JavaScript Extensions Training

Siebel Case Management Training

Oracle Policy Automation and Siebel CRM Integration Training

Siebel CRM for OPA Developers Training

More about our Oracle Policy Automation Training

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