OPA – BI Publisher

In the previous post, we looked at some more standard ways to enhance the usability of the Web Determinations user interface. Our final post in this series will consider the importance of a feature introduced in the recent past, OPA – BI Publisher.

The BI Publisher integration with Oracle Policy Modelling enables attractive, usable reports to be added to the Interview experience. To create a Report and add it to your Interview, here are the steps.

In your Screens file, add a document using the Context Menu. Configure the document to include a public name and to have a document type, most likely of HTML or PDF. You can optionally include one or more decision reports inside the BI Publisher Report document, however this will require further customization.

Adding Document to Screen
Adding Document to Screen

Click the “Export Schema” button to create a data schema file, which we will load into BI Publisher to help us build the report. You can now add your document to the default Summary Screen, for example in the following dialog you will see it has been added to the Summary.

Adding Document to Summary Screen
Adding Document to Summary Screen

Notice the “Generate XML Data” button. You should check this box, then test your Summary Screen and generate an XML file. This file will contain sample data which again can be used with BI Publisher to test your document without needing to run Oracle Policy Automation again. Remember to uncheck the box.

Now we can go back to the document dialog (the first image above) and click the “Edit” button. This assumes that you have installed BI Publisher Desktop for Microsoft Word.

The XSD file can be found in a default location similar to

\Development\include\templates\xx-XX

by default. The Sample XML file will probably be downloaded into your Browser download folder by default. In BI Publisher Desktop, click the “XML Schema” button and locate the XSD file. Then repeat with the “Sample Data” button and locate the XML data you downloaded.

The scope of BI Publisher Desktop is beyond this eLearning, but the addition of the Schema and the Sample Data will allow you not only to browse the data for your Document but also to visualize Sample Data in the Field Browser, or when clicking the “PDF” button to test your Document.

Field Browser with Schema and Sample Data
Field Browser with Schema and Sample Data

The BI Publisher document has the advantage of being able to undertake tasks (sorting records, visually representing data with Charts, Graphs and so on) that are either inappropriate or impossible with a Web Determination Interview.

Report with Sorted Data
Report with Sorted Data

The BI Publisher Report, the Rulebase and the Screen, Properties and other files can be found here. PLEASE NOTE this rulebase was designed only to illustrate various features of Oracle Policy Modelling. It does not demonstrate best practice.

To add a Decision Report to the BI Publisher Report, follow the steps illustrated in the Oracle Policy Modelling online help documentation, “BI Publisher code for Oracle Policy Modeling”.

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 Intelligent Advisor IT Consulting OÜ. Owner of intelligent-advisor.com, he also is Co-Founder of the Siebel Hub.

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