The Example Projects for Oracle Intelligent Advisor Series 2022 : Know your Customer

The Know your customer project is a good one for new starters to Oracle Intelligent Advisor since it covers a pretty simple scenario – a financial services institution capturing data about a potential customer and deciding whether the customer meets certain criteria. What is also good about it, as you will see in the video, is the ability to easily extend it beyond the current model, which defines rules for three countries, and add another country. That makes for a good demonstration of how easy it is to author rules in Oracle Intelligent Advisor.

The project also includes a nice explanation control which is always a good place to learn about attribute display, and finally it has a Form embedded into the interview for download.

All of these things, and more, make Know your Customer a good example project. There is a video code-along demonstration below.

So let’s get into the Know your Customer Example Project:

Time needed: 20 minutes.

How to use the Know your Customer Project in Oracle Intelligent Advisor

  1. What does the Know your Customer Project demonstrate

    This project is designed to demonstrate how to use Oracle Intelligent Advisor in a risk assessment or scoring scenario, with Financial Services as the focus. A customized layout is used for the interview.

  2. Adaptation Ideas for Know your Customer

    The code-along video below shows you how to add new countries and criteria, and connect them to the existing structure. This is good practice for anyone picking up a project built by someone else. In addition the supplied Form can be a good start to learn Oracle Analytics BI Publisher Desktop as a complementary tool to work with.

    Finally the explanations can be modified to adjust or control the amount of feedback given to the end user.

  3. Upsides and Downsides

    It’s all good – the project is well structured and easy to understand – just watch the video for some first steps then you will be on your way in no time.
    Remember you can always take a Zip copy of your work in case you want to use another copy of the same project later.

So let’s get going with our walk-through of the project and a demonstration of some of the easy changes you can make to train yourself or make a good pitch. You can also subscribe to our YouTube Channel.

Richard Napier

Author: Richard Napier

After 8 years in case management and ERP software roles, 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, he also is Co-Founder of the Siebel Hub.

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