Intelligent Advisor Rule Design – Word, Excel or Something Else?

The Intellgent Advisor practitioner has had a very long time to get used to working with Microsoft Word and Microsoft Excel as the means to construct their policy rules. Rule design has never been easier with the wonderful Word and Excel toolbars, and now in version 12 we have the integration with the Intelligent Advisor Hub Collaboration module,

Let’s look at some of those features and remind ourselves of just how good it is:

Rule Design

The ability to know where an attribute has been used in any and all documents. Select an attribute, right-click and select Where Used. Pin the window and use it to review and correct anything in those documents. Validate the changes in the document and watch the Where Used windows update themselves.

Rule Design - Toolbar

Be instantly aware of conflicts from other users thanks to the Word toolbar and version tracking tools. Avoid costly conflicts by checking before Uploading, Downloading after abscences and use Inclusions to ensure a common approach to Rule Design. Use six levels of formatting to nest your rules and make Reference Tags to ensure that cross-referencing with source documentation is easy.

So where will the future take us. We cannot know of course, although there were some early concepts that crept into a previous release by design or accident. We should never base purchasing or other strategic decisions on this sort of thing, but in a Cloud-centric world it is reasonable to assume that some discussion will be going on as to how to provide a Web-based rule design interface. If you attended any Focus Group events I’m sure it is something you discussed. So here is my question – what is your opinion in respect of Web Authoring? Rather than ask for comments, I’ve put together a 2 minute survey which is below. If you enter the survey I’ll put you in the prize draw to win a basket of goodies from the OPA Hub Website Shop as well.

Rule Design will evolve but where do you want it to go?

Create your own user feedback survey

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.

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